CITY OF PLACENTIA
PROFESSIONAL SERVICES AGREEMENT
WITH
HR GREEN PACIFIC
THIS AGREEMENT is made and entered into this 21ST day of November, 2023 ("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and HR Green Pacific., a California corporation ("Consultant").
WITNESSETH:
A. WHEREAS, City proposes to utilize the services of Consultant as an independent contractor to provide on-call development plan checking and entitlement review services as more fully described herein; and
B. WHEREAS, Consultant represents that it has that degree of specialized expertise contemplated within California Government Code Section 37103, and holds all necessary licenses to practice and perform the services herein contemplated; and C. WHEREAS, City and Consultant desire to contract for the specific services described in Exhibit "A" (the "Project") and desire to set forth their rights, duties and liabilities in connection with the services to be performed; and
D. WHEREAS, no official or employee of City has a financial interest, within the provisions of Sections 1090-1092 of the California Government Code, in the subject matter of this Agreement.
NOW, THEREFORE, for and in consideration of the mutual covenants and conditions contained herein, the parties hereby agree as follows:
1.0. SERVICES PROVIDED BY CONSULTANT
1.1. Scope of Services. Consultant shall provide the professional services described in Consultant's Proposal ("Proposal"), attached hereto as Exhibit "A" and incorporated herein by this reference.
1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel experienced in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional consultants in similar fields and circumstances in accordance with sound professional practices. Consultant also warrants that it is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section.
1.3. Performance to Satisfaction of City . Consultant agrees to perform all the work to the complete satisfaction of the City and within the hereinafter specified. Evaluations of the work will be done by the City Administrator or his or her designee. If the quality of work is not satisfactory, City in its discretion has the right to:
(a) Meet with Consultant to review the quality of the work and resolve the matters of concern;
(b) Require Consultant to repeat the work at no additional fee until it is satisfactory; and/or
(c)
Terminate the Agreement as hereinafter set forth.
1.4. Warranty. Consultant warrants that it shall perform the services required by this Agreement in compliance with all applicable Federal and California employment laws, including, but not limited to, those laws related to minimum hours and wages; occupational health and safety; fair employment and employment practices; workers' compensation insurance and safety in employment; and all other Federal, State and local laws and ordinances applicable to the services required under this Agreement. Consultant shall indemnify and hold harmless City from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description including attorneys' fees and costs, presented, brought, or recovered against City for, or on account of any liability under any of the above-mentioned laws, which may be incurred by reason of Consultant's performance under this Agreement.
1.5. Non-discrimination. In performing this Agreement, Consultant shall not engage in, nor permit its agents to engage in, discrimination in employment of persons because of their race, religion, color, national origin, ancestry, age, physical handicap, medical condition, marital status, sexual gender or sexual orientation, except as permitted pursuant to Section 12940 of the Government Code. Such actions shall include, but not be limited to the following:
employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation and selection for training, including apprenticeship. Consultant agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause.
Consultant shall, in all solicitations and advertisements for employees placed by, or on behalf of Consultant shall state that all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, marital status, national origin, or mental or physical disability. Consultant shall cause the paragraphs contained in this Section to be inserted in all subcontracts for any work covered by the Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials.
1.6. Non -Exclusive Aareement. Consultant acknowledges that City may enter into agreements with other consultants for services similar to the services that are subject to this Agreement or may have its own employees perform services similar to those services contemplated by this Agreement.
1.7. Delegation and Assignment. This is a personal service contract, and the duties set forth herein shall not be delegated or assigned to any person or entity without the prior written consent of City. Consultant may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Consultant's sole cost and expense. All insurance requirements contained in this Agreement are independently applicable to any and all subcontractors that Consultant may engage during the term of this Agreement.
1.8. Confidentiality. Employees of Consultant in the course of their duties may have 2 Rev. 08/2017
access to financial, accounting, statistical, and personnel data of private individuals and employees of City. Consultant covenants that all data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Consultant without written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant's covenant under this Section shall survive the termination of this Agreement.
2.0. COMPENSATION AND BILLING
2.1. Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A." Consultant's total compensation shall not exceed Three Hundred Fifty Thousand Dollars ($ 350,000.00).
2.2. Additional Services. Consultant shall not receive compensation for any services provided outside the scope of services specified in the Consultant's Proposal or which is inconsistent with or in violation of the provisions of this Agreement unless the City or the Project Manager for this Project, prior to Consultant performing the additional services, approves such additional services in writing. It is specifically understood that oral requests and/or approvals of such additional services or additional compensation shall be barred and are unenforceable.
Should the City request in writing additional services that increase the hereinabove described "SCOPE OF SERVICES", an additional fee based upon the Consultant's standard hourly rates shall be paid to the Consultant for such additional services.
2.3. Method of Billing.. Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice.
Each invoice shall describe in detail, the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices.
2.4. Records and Audits. Records of Consultant's services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City or its Project Manager for inspection and/or audit at mutually convenient times for a period of three (3) years from the Effective Date.
3.0. TIME OF PERFORMANCE
3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule approved by City as set forth in Exhibit "A." The Project Schedule may be amended by mutual agreement of the parties. Failure to commence work in a timely manner and/or diligently pursue work to completion may be grounds for termination of this Agreement.
3.2. Excusable Delays. Neither party shall be responsible for delays or lack of performance resulting from acts beyond the reasonable control of the party or parties. Such acts shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a party. If a delay beyond the control of the Consultant is encountered, a time 3 Rev. 08/2017
extension may be mutually agreed upon in writing by the City and the Consultant. The Consultant shall present documentation satisfactory to the City to substantiate any request for a time extension.
4.0. TERM AND TERMINATION
4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of three years, ending on November 21, 2026, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties. One (1) two-year extension is available on Consultant performance and at the discretion of the City. Approval of the term extension is contingent upon City Council review and approval at the conclusion of the initial three-year term.s
4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least fifteen (15) days prior written notice to Consultant. The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Consultant shall immediately stop rendering services under this Agreement unless directed otherwise by the City. If the City suspends, terminates or abandons a portion of this Agreement such suspension, termination or abandonment shall not make void or invalidate the remainder of this Agreement.
If the Consultant defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.
The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Consultant, if the latter should:
a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any obligation or payment of any indebtedness under this Agreement;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record for thirty (30) days or longer; or
f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs.
4.3. Compensation. In the event of termination, City shall pay Consultant for reasonable costs incurred and professional services satisfactorily performed up to and including 4 Rev. 08/2017
the date of City's written notice of termination within thirty-five (35) days after service of the notice of termination. Compensation for work in progress shall be prorated based on the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein. In ascertaining the professional services actually rendered hereunder up to the effective date of termination of this Agreement, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents pertaining to the services contemplated herein whether delivered to the City or in the possession of the Consultant. City shall not be liable for any claim of lost profits.
4.4. Documents. In the event of termination of this Agreement, all documents prepared by Consultant in its performance of this Agreement including, but not limited to, finished or unfinished design, development and construction documents, data studies, drawings, maps and reports, shall be delivered to the City within ten (10) days of delivery of termination notice to Consultant, at no cost to City. Any use of uncompleted documents without specific written authorization from Consultant shall be at City's sole risk and without liability or legal expense to Consultant.
5.0. INSURANCE
5.1. Minimum Scope and Limits of Insurance. Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement all the following minimum scope of insurance coverages with an insurance company admitted to do business in California, rated "A," Class X, or better in the most recent Best's Key Insurance Rating Guide, and approved by City:
(a) Broad -form commercial general liability, in a form at least as broad as ISO from #CG 00 01 04 13, including premises -operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be twice the required occurrence limit. If Consultant maintains higher limits that the specified minimum limits, City requires and shall be entitled to coverage for the high limits maintained by the Consultant.
(b) Business automobile liability for owned vehicles, hired, and non -owned vehicles, with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, each incident for bodily injury and property damage.
(c) Workers' compensation insurance as required by the State of California and Employers Liability Insurance with a minimum limit of $1,000,000 per accident for any employee or employees of Consultant. Consultant agrees to waive, and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies. 5 Rev. 08/2017
Before execution of this Agreement by the City, the Consultant shall file with the Public Works Director/City Engineer the following signed certification:
I am aware of, and will comply with, Section 3700 of the Labor Code, requiring every employer to be insured against liability of Workers' Compensation or to undertake self-insurance before commencing any of the work.
The Consultant shall also comply with Section 3800 of the Labor Code by securing, paying for and maintaining in full force and effect for the duration of this Agreement, complete Workers' Compensation Insurance, and shall furnish a Certificate of Insurance to the Public Works Director/City Engineer before execution of this Agreement by the City.
The City, its officers and employees shall not be responsible for any claims in law or equity occasioned by failure of the consultant to comply with this section.
Neither the CITY nor any of its elected or appointed officials, officers, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Consultant under this Agreement are adequate to protect Consultant.
If Consultant believes that any such insurance coverage is insufficient, Consultant shall provide, at its own expense, such additional insurance as Consultant deems adequate.
5.2. Endorsements. The commercial general liability insurance policy and business automobile liability policy shall contain or be endorsed to contain the following provisions as worded below:
(a) Additional insureds: "The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are addition- al insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; automobiles owned, leased, hired, or borrowed by the Consultant."
(b) Notice: "Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or self-insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified, to substitute for any canceled policy, the City may procure such insurance at Consultant's sole cost and expense."
(c) Other insurance: "The Consultant's insurance coverage shall be primary insurance as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy."
6 Rev. 08/2017
(d) Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers.
(e) The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
5.3. Deductible or Self -Insured Retention. If any of such policies provide for a deductible or self-insured retention to provide such coverage, the amount of such deductible or self-insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self-insured retention.
5.4. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages and required endorsements described above, in a form and content approved by City, prior to performing any services under this Agreement. The certificates of insurance and endorsements shall be attached hereto as Exhibit "B" and incorporated herein by this reference.
5.5. Non -limiting. Nothing in this Section shall be construed as limiting in any way, the indemnification provision contained in this Agreement, or the extent to which Consultant may be held responsible for payments of damages to persons or property.
6.0. GENERAL PROVISIONS
6.1. Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to any matter referenced herein and supersedes any and all other prior writings and oral negotiations. This Agreement may be modified only in writing and signed by the parties in interest at the time of such modification. The terms of this Agreement shall prevail over any inconsistent provision in any other contract document appurtenant hereto, including exhibits to this Agreement.
6.2. Representatives. The City Administrator or his or her designee shall be the representative of City for purposes of this Agreement and may issue all consents, approvals, directives and agreements on behalf of the City, called for by this Agreement, except as otherwise expressly provided in this Agreement.
Consultant shall designate a representative for purposes of this Agreement who shall be authorized to issue all consents, approvals, directives and agreements on behalf of Consultant called for by this Agreement, except as otherwise expressly provided in this Agreement.
6.3. Project Managers. City shall designate a Project Manager to work directly with Consultant in the performance of this Agreement. It shall be the Consultant's responsibility to assure that the Project Manager is kept informed of the progress of the performance of the services and the Consultant shall refer any decision, which must be made by City, to the Project Manager. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Project Manager.
Consultant shall designate a Project Manager who shall represent it and be its agent in all consultations with City during the term of this Agreement and who shall not be 7 Rev. 08/2017
changed by Consultant without the express written approval by the City. Consultant or its Project Manager shall attend and assist in all coordination meetings called by City.
6.4. Notices. Any notices, documents, correspondence or other communications concerning this Agreement, or the work hereunder may be provided by personal delivery, facsimile or if mailed, shall be addressed as set forth below and placed in a sealed envelope, postage prepaid, and deposited in the United States Postal Service. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail.
IF TO CONSULTANT:
HR Green Pacific
1260 Corona Pointe Court,
Suite 305
Corona, CA 92879
Tel: 855-900-4742
Attn: George A. Wentz
IF TO CITY:
City of Placentia
401 E. Chapman Ave
Placentia, CA 92870
Tel: 714-993-8132
Attn: Chris Tanio
6.5. Attorneys' Fees. In the event that litigation is brought by any party in connection with this Agreement, the prevailing party shall be entitled to recover from the opposing party all costs and expenses, including reasonable attorneys' fees, incurred by the prevailing party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof.
6.6. Governina Law. This Agreement shall be governed by and construed under the laws of the State of California without giving effect to that body of laws pertaining to conflict of laws. In the event of any legal action to enforce or interpret this Agreement, the parties hereto agree that the sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California. Consultant agrees to submit to the personal jurisdiction of such court in the event of such action.
6.7. Assignment. Consultant shall not voluntarily or by operation of law assign, transfer, sublet or encumber all or any part of Consultant's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this Agreement. Regardless of City's consent, no subletting or assignment shall release Consultant of Consultant's obligation to perform all other obligations to be performed by Consultant hereunder for the term of this Agreement.
6.8. Indemnification and Hold Harmless. Consultant agrees to defend, indemnify, hold free and harmless the City, its elected and appointed officials, officers, agents and employees, at Consultant's sole expense, from and against any and all claims, demands, actions, suits or other legal proceedings brought against the City, its elected and appointed officials, officers, agents and employees arising out of the performance of the Consultant, its employees, and/or authorized subcontractors, of the work undertaken pursuant to this Agreement. The defense obligation provided for hereunder shall apply without any advance showing of negligence, recklessness, or willful misconduct by the Consultant, its employees, 8 Rev. 08/2017
and/or authorized subcontractors, but shall be required whenever any claim, action, complaint, or suit asserts as its basis the negligence, recklessness, or willful misconduct of the Consultant, its employees, and/or authorized subcontractors, and/or whenever any claim, action, complaint or suit asserts liability against the City, its elected and appointed officials, officers, agents and employees based upon the work performed by the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable.
Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.
6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.
6.10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.
Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.
6.11. Cooperation. In the event any claim or action is brought against City relating to Consultant's performance or services rendered under this Agreement, Consultant shall render any reasonable assistance and cooperation which City might require. 9 Rev. 08/2017
6.12. Ownership of Documents. All findings, reports, documents, information and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant.
Consultant shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files audio tapes or any other Project related items as requested by City or its authorized representative, at no additional cost to the City. Consultant or Consultant's agents shall execute such documents as may be necessary from time to time to confirm City's ownership of the copyright in such documents.
6.13. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information and data, including, but not limited to, computer tapes, discs or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 6250 et seq.).
Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 6254.7, and of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court.
6.14. Conflict of Interest. Consultant and its officers, employees, associates and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090. During the term of this Agreement, Consultant and its officers, employees, associates and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute.
6.15. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City's representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design drawings, estimates and other Consultant professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction.
10 Rev. 08/2017
6.16. Prohibited Employment. Consultant will not employ any regular employee of City while this Agreement is in effect.
6.17. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, the conflict shall be resolved by giving precedence in the following order, if applicable: This Agreement, the City's Request for Proposals, the Consultant's Proposal.
6.18. Costs. Each party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein.
6.19. No Third Party Beneficiary Rights. This Agreement is entered into for the sole benefit of City and Consultant and no other parties are intended to be direct or incidental beneficiaries of this Agreement and no third party shall have any right in, under or to this Agreement.
6.20. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement.
6.21. Construction. The parties have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement.
6.22. Amendments. Only a writing executed by the parties hereto or their respective successors and assigns may amend this Agreement.
6.23. Waiver. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.
6.24. Severabilitv. If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith 11 Rev. 08/2017
negotiations.
6.25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.
6.26. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by doing so the parties hereto are formally bound to the provisions of this Agreement.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their respective authorized officers, as of the date first above written.
CITY OF PLACENTIA,
A municipal corporation
Damien R. Arrula, City Administrator
ATTEST:
Robert S. McKinnell, City Clerk
CONSULTANT — HR Green Pacific, Inc.
Ge.le 144441,
Signature
George A. Wentz
George A. Wentz, Vice President, PE
82-1518456
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:
Christian L. Bettenhausen, City Attorney
12 Date:
Date:
Date:
11/14/2023
Rev. 08/2017
APPROVED AS TO INSURANCE:
Krystle Murillo, Risk Manager
APPROVED AS TO CONTENT:
Class taaA.ie
Chris Tanio, Deputy Director/City Engineer
DEPARTMENTAL APPROVAL:
Date:
Date:
11/14/2023
/ s f 11/14/2023
Date:
Luis Estevez, Deputy City Administrator
13 Rev. 08/2017
EXHIBIT A
CONSULTANT'S PROPOSAL AND SCOPE OF WORK
14 Rev. 08/2017
EXHIBIT B
CERTIFICATES OF INSURANCE AND ENDORSEMENTS
15 Rev. 08/2017
HRGreen®
PACIFIC
October 26, 2023
City of Placentia
Chris Tanio, PE, Deputy Director/City Engineer
401 E. Chapman Avenue
Placentia, CA 92879
Re: On -Call Development Plan Checking and Entitlement Review Services, RFQ No. PW -23-04 Dear Chris and other Selection Committee Members,
HR Green Pacific, Inc. (HR Green), as a company and team members, has decades of experience providing on-call development plan checking and entitlement review services to a multitude of southern California agencies including the City of Placentia. We realize that you are committed to keeping Placentia a pleasant place by providing a safe family atmosphere, superior public services and policies that promote the highest standards of community life. We are committed to moving forward your exceptional quality of life while preserving your outstanding amenities and beautiful environment. Partnering with you, HR Green will elevate your image as a prestigious community and will help maintain your open, honest, responsive services by providing exceptional service with our innovative, high-quality, and synergistic entitlement and plan review model.
Our Project Manager, Tina York, PE, has been providing the City of Placentia with plan review services for 10 years.
We know your city. Many of our key staff have served as Acting City Engineer for your city (Maria Doyle, PE) or as City Engineer to your neighbor (City of Fullerton - Derek Wieske, PE). We have also worked on several key city projects, such as the Transit -Oriented Development (TOD), Metrolink Station, and parking structure.
Our Understanding of the Scope of Work
HR Green prioritizes a staffing model that maximizes flexibility and responsiveness. Since 95% of our services are provided through on-call contracts to municipalities, we know it is crucial our staff be multi -faceted and provide maximum value by seamlessly transitioning between different duties, such as handling a variety of review types (private and public improvements) and/or a variety of plan types (grading, improvement, and survey). Because of our decades of experience serving public agencies and providing plan review services to Placentia and other municipalities. HR Green has the unique understanding of your needs. We provide constant communication and tremendous attention to detail—all within the promised turn -around time. We are committed to proactively impact Placentia for your residents, entrepreneurs, and investors. We will bridge the needs between your staff, project stakeholders, and the applicants to maintain project momentum and generate a product of which we are all proud.
Most of our team has an excess of 30 years' experience providing entitlement reviews and conditions of approval preparation and plan review for grading (mass, rough, and precise), erosion control, WQMP, hydrology and hydraulic studies, storm drains, streets, including street lights, signing and striping, traffic signals, traffic control plans, traffic studies), water, sewer and sewer studies, subdivision maps, and cost estimates, all supporting calculations, and fiber optics. Each entitlement project is reviewed so the project conforms to zoning, General Plan, and other City master plan documents. The review is written to provide clear direction for the development project. HR Green will submit all necessary documents to the City setting forth our findings and recommendations from an engineering perspective. The documents will include conditions of approval and mitigation measures tied to the development.
1.1260 Corona Pointe Court Suite 305
Corona, CA 92879
Main 855.900.4742 Fax 713.965.0044
A. Transmittal Letter
HR Greene 1 Building Communities. Improving Lives.
,r
HRGreen©
PACIFIC
► Chris Tanio, PE
October 26, 2023
Each plan check project is compared to the appropriate Specific Plan (TOD requirements), the final map, and other improvement plans for the project to verify conformance and no conflicts. Utility plans are compared to the master plans. The plans also go through a thorough investigation for compliance to conditions of approval and comments/ coordination with other appropriate City departments, site plan/tentative map, federal, state, county, and City standards and regulations, municipal codes, ordinances, resolutions, statutes, policies, procedures, checklists, and City -approved format/preferences. Our survey review team provides review services for parcel and tract maps (tentative and final), right-of-way documents, legal descriptions, easements, dedications, ALTA survey maps, lot line adjustments, lot mergers, and reversion of acreage along with the required closure calculations. Each review is compared to the appropriate Specific Plan, tentative map, and other reference documents for the project to verify conformance and compliance to the subdivision Map Act, Land Surveyor's Act, mapping principles and practices and compliance to conditions of approval.
With our internal plan review coordination process, GreenTREx, and use of the Agiline Software, CityView36o° module, we provide a smooth conveyance of information between the City and HR Green and project stakeholders—all within the prescribed turnaround times. We understand that the maximum turn -around time for projects may vary. HR Green strives to beat all expectations. Entitlement review turn -around times are dependent on the complexity of the site. For plan checking, we will meet or beat a 10 working day turn -around schedule. HR Green has the depth of resources to meet or beat any requested expedited schedules,
Our Differentiators
Unparalleled Local Knowledge. Key HR Green plan check staff and subconsultants are familiar with Placentia's specific qualities and requirements. As a current plan review provider, we have reviewed key developments in the city. Under prior contracts with Placentia, our staff has provided administrative support and review of five major grade separation projects. We assisted in the coordination of projects with your neighbor, the city of Anaheim, the Orange County Transportation Authority (OCTA), and have served in key public works positions with the cities of Placentia and Fullerton.
Understanding Transit Oriented Developments (TOD). We are familiar with the importance of the TOD to the city. The TOD has its own standards to create a walkable neighborhood located near the Metrolink Station. This essential development will provide for a mixture of housing, office, retail, and other amenities, generating thousands of jobs and revenue to the city.
Comprehensive Placentia Experience. As well as being your current plan check provider, our Civil Plan Check Lead, Marla Doyle, PE, provided contract City Engineer services to the City. Bob Makowski, our Water Quality Lead, was a longtime City of Placentia employee providing WQMP reviews and overseeing the water quality program, Currently, our subconsultant, Dennis Janda, PLS, signs survey documents as the City Surveyor. We also provide on-call engineering, including the design of Old Town Streetscape Improvements.
Plan Check Proficiency. Our core plan review team members have combined over 100 years of engineering services dedicated solely to plan review—providing the experience for thorough and accurate reviews.
One -Stop Shop. Given our familiarity with the City's strategic vision, economic development strategic plan, and General Plan, we seamlessly provide entitlement review and development plan checking services.
HRGreen
PACIFIC
► Chris, Tanio. PC
October 26, 2023
Industry -Leading Reputation. Innovative approach to electronic plan check and entitlement review services to 50+ Southern California agencies...Familiar with implementation and customization of a multitude of software platforms and on-line service software.
Transparency. Besides being always available to meet your needs by phone, email, or in person, we offer 24/7 access to project status and deliverables.
Proactive Management. Our hands-on Project Manager, Tina York, PE, brings 30+ years of renowned review management, including serving Placentia, Pomona, Palos Verdes Estates, water districts, and other nearby municipalities.
Responsiveness. HR Green is a hands-on, full-service consulting engineering firm ready to meet your plan check needs and support your growth / Corporate headquarters in Corona / Rapid response to the City.
Cradle -to -Grave Project Processing. We have taken many of southern California's high-profile land development projects from entitlement, reviews, approvals to inspection and ultimately City acceptance.
Maintain Aesthetically Pleasing Community. Since HR Green team members have served as City Engineers and Public Works Directors, we have the discerning eye required to meet the unique review requirements of Placentia.
Trusted Stewards to Protect Placentia. Exclusively serve public agencies / NO CONFLICT OF INTEREST.
Seamless Interface. Long-established relationship with our subconsultant, Dennis Janda, Inc. (survey services and map check).
Proactive Management
HR Green is an employee -owned firm founded in 1913 and celebrating our 110th anniversary. Our California corporate headquarters are conveniently located in Corona. George Wentz, PE, is our Vice -President of Operations in the western United States and will serve as your Management Contact. With three decades of experience, your Project Manager, Tina York, PE, is known for her innovative approach to plan review service and delivery and her commitment to close communication. Moreover, she will provide critical continuity to Placentia by virtue of serving as your Development Plan Checking Consultant Project Manager for the past 10 years.
We look forward to continuing our relationship with the City of Placentia and providing you with peace of mind and seamless staff integration.
Sincerely,
HR GREEN PACIFIC, INC.
\-
Tina York, PE
Project Manager
George A. Wentz, PE
Principal -in -Charge / Vice President
B. Table of Contents
1 A. Letter of Transmittal
4 B. Table of Contents
5 C. Summary Sheet
10 D. Allocation of Resources
14 E. Understanding of Scope of Work
18 F. References
27 G. Certification of Proposal
Submitted Separately Cost Proposal
28 Appendix - Contract Exceptions
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C. Summary Sheet
RFQ No. PW -23-04 ON-CALL DEVELOPMENT PLAN CHECKING AND
ENTITLEMENT REVIEW SERVICES
HRGreen.
Firm Name:
APPENDIX B
SUMMARY SHEET
HR Green Pacific, Inc.
Firm Parent or Ownership: Green Companies Inc.
Firm Address: 1260 Corona Pointe Court, Suite 305
Corona, CA 92879
Firm Telephone Number: 855.900.4742
Firm Fax Number:
713.965.0044
Number of years in existence: 110
Management Contact (person responsible for direct contact with the City of Placentia and services required for this Request for Proposal):
Name: George A. Wentz, PE
Telephone Number: 855.900.4742
Email: [email protected]
Title: Vice President
Fax: 713.965.0044
Project Manager (Person responsible for day-to-day servicing of the account):
Name: Tina York, PE Title: Project Manager
Telephone Number: 855.900.4742 Fax: 713.965.0044
Email: [email protected]
Types of services provided by the firm: Development Plan Checking, Entitlement Review, Civil Engineering, Design, Project/Program Management, Construction Management, Inspection, Broadband Consulting (Planning, Review, Design, Construction Management), Asset Management, Building & Safety (Plan Check, Code Enforcement, Administration, Permit Processing, Inspection), GIS 31
On -Cali Development Plan Checking and Entitlement Review Services City of Placentia
Project Team Organization Chart
HR Green has brought together our most experienced team to assist the City of Placentia with your Development Plan Check and Entitlement Services.
Principal -in -Charge
• George A. Wentz, PE
City of Placentia
Project Manager
• Tina York, PE
Asst. Project Manager
• Derek Wieske, PE
LEGEND
• HR Green Key Personnel
• Dennis Janda, Inc. Key Personnel
Engineering Technician
• Kimberly Evans
General Support
Civil Plan Review
• Marla Doyle, PE
• James Xiong, PE
Miranda Martin
Jeremy Evans
Water Quality Review
• Bob Makowski
Mohamed Worayeth. PE
Entitlement Review
• Carolina Fernandez
• Desiree Flores, PE
Lillyanna Diaz
Monica Pangco
Subdivision Maps
• Mike Myers, PE
• Dennis Janda, PLS
Carolina Fernandez
Lillyanna Diaz
Fiber / Telecom
• Ken Price, CGCIO, CCM
Allen Peterson, CCM
Hydrology & Hydraulics
• Derrik Mills, PE, CFM
Cody Hightower, CFM
Traffic Studies
Additional Staff Available As -Needed
On -Call Development Plan Checking and Entitlement Review Services HRGreen. City of Placentia
• Brian Jahn, PE
Lillyanna Diaz
Staff Capabilities
Below please find a brief overview of our proposed staff members, roles, and theft capabilities Staff Name
Role
Years of Experience
Electronic Review
CAPABILITIES.
Entitlement Review
Subdivision Maps
Hydrology and Hydraulics
N
c
a
rn
N
0 Water Quality Management Plans
Fiber / Small Cell Review
Routing/Processing
Key Personnel
Tina York, PE
George Wentz, PE
Derek Wieske, PE
iMarla Doyle, PE
James Xiong, PE
Carolina Fernandez
Desiree Flores, PE
Derrik Mills, PE, CFM (CO, TX)
Bob Makowski
Mike Myers, PE
(Dennis Janda, PLS
Brian Jahn, PE (TX)
Ken Price, CGC10, CCM
Kimberly Evans
Project Manager
Principal -in -Charge
Assistant Project Manager
Plan Check Task Leader
Senior Plan Checker
Entitlement Reviewer Task Leader
Entitlement Reviewer
Hydrology & Hydraulics Review Task Lead
Water Quality Review Task Lead
Subdivision Maps Task Lead
Subdivision Maps Reviewer
Design Team (Traffic Design)
Fiber/Small Cell Review Task Lead
Engineering Technician
36 52
33 42
35 9
10 10
22 46
42 38
39 24
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Support Personnel
Miranda Martin
Jeremy Evans
Lillyanna Diaz
Monica Pangco
Cody Hightower, CFM
Mohamed Worayeth, PE (CO)
,Allen Peterson, CCM
Plan Reviewer
Plan Reviewer
Entitlement Reviewer
Entitlement Reviewer
Hydrology & Hydraulics Reviewer
Water Quality Reviewer
FiberlSmall Cell Reviewer
15 2
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On -Call Development Plan Checking and Entitlement Review Services HRGreen. City of Placentia
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EXPERIENCE
35+ Years
EDUCATION
BS, Civil Engineering
REGISTRATION /
LICENSE
Registered Civil Engineer,
CA #46367
Tina York, PE
Project Manager
Tina has 35+ years of experience focusing on civil plan review, project management, civil engineering, site grading and drainage design, and review of hydrology and hydraulics studies. She has also performed construction inspection for municipalities. Having overseen plan review services for 50+ agencies, she has customized plan review reports and tracking logs, checklists, and budgetary worksheets for tracking project costs. Tina has also managed a web -based plan check tracking system to give agency staff 24/7 project status and implemented electronic plan checking to enhance communication, reduce review times, and save money. She is proficient with many software applications, including: Accela, LMS, NewForma, BluBeam Revu, TRAKIT, Adobe, and e-PlanSoft.
SELECTED PROJECT EXPERIENCE
r Plan and Map Review, City of Placentia. Project Manager for the past 10 years, responsible for the review of grading plans, improvement plans, sewer and water studies, hydrology/hydraulic studies, bond estimates, and/or WQMPs on an as -needed basis. Plans have ranged from minor to major residential subdivisions and commercial/ industrial sites, including the Metrolink Station, parking structure, award-winning grade separation projects (OC Bridges), and Transit -Oriented Development. Track projects from first submittal to agency acceptance via web -based system and uses electronic plan reviewing.
Plan and Map Review, City of Anaheim. Plan Reviewer/Project Manager for review of grading plans, improvement plans, sewer and water studies, hydrology/hydraulic studies, and bond estimates on an as -needed basis.
r Plan and Map Review, City of Laguna Hills. Project Manager for review of Five Lagunas Malls including grading plans, improvement plans, sewer and water studies, hydrology/hydraulic studies, bond estimates on an as -needed basis. Tracked projects from first submittal to agency acceptance via web -based system and uses electronic plan reviewing.
Plan and Map Review, Various Orange County Area Agencies Project Manager for review of grading plans, improvement plans, sewer and water studies, hydrology/ hydraulic studies, and bond estimates, including permit county staff augmentation for the City of Huntington Beach and County of Orange with a heavy focus on electronic plan review and expedited requests for major developments.
Plan and Map Review, City of Jurupa Valley. Plan Reviewer/Development Services Manager for review of grading plans, improvement plans, sewer and water studies, hydrology/hydraulic studies, and bond estimates on an as -needed basis.
Plan and Map Review, City of Palos Verde Estates. Plan Reviewer/Project Manager for review of grading plans, improvement plans, sewer and water studies, hydrology/ hydraulic studies, and bond estimates on an as -needed basis.
Plan and Map Review, City of Pomona. Plan Reviewer/Project Manager for review of grading plans, improvement plans, sewer and water studies, hydrology/hydraulic studies, and bond estimates on an as -needed basis.
On -Call Development Plan Checking and Entitlement Review Services HRGreena City of Placentia
EXPERIENCE
50+ Years
EDUCATION
BS, Civil Engineering
MS, Public Administration
REGISTRATION /
LICENSE
Registered Civil Engineer,
CA, #43273
George A. Wentz, PE
Principal -in -Charge (Management Contact)
George serves as HR Green Vice President and serves on the Board of Directors.
He brings 50+ years of administrative, management, and local government related experience, focused on delivering consulting support to public 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 city and county support to contract services. His responsibilities have ranged from accountability for day-to-day completion of activities associated with a contract to Principal -in -Charge of particular projects. His managerial experience and high level of success is well documented and recognized by the agencies he has served.
He is recognized in the field as having a unique talent in working well with city councils, county boards, commissions, committees, ad-hoc groups, managers, administrators 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. Moreover, 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.
SELECTED PROJECT EXPERIENCE
[>0n -Call City Development Review + Engineer/Public Works Engineering, Various Southern California Municipalities. Principal -in -Charge for the delivery of staff augmentation, contract City Engineer/Public Works Director, and other engineering support to deliver the planning, design, and construction of CIP project/programs and land developments. Agencies he has served in this role include, but are not limited to:
Placentia, Laguna Hills, Irvine, Anaheim, Yorba Linda, Rolling Hills Estates, Rolling Hills, Hemet, Lake Elsinore, Azusa, Palm Desert, and La Quinta. >Engineering and Building & Safety Services, Cities of Jurupa Valley and Palos Verdes Estates. Principal -in -Charge responsible for oversight of Community Development, Engineering, Public Works, Building & Safety, Construction Management, and Inspection. Under George's leadership, HR Green has provided all City Engineering, Public Works, Building/Safety and Construction Management/Inspection contract services to these communities. He has played a role in providing staff continuity and consistently meeting/exceeding performance metrics while, in Jurupa Valley, facilitating the recruitment of strategic new development activity in the community.
Plan Check and Inspection, County of Orange. Principal -in -Charge for building and civil plan review, inspection, permit counter staffing, and planning efforts for the 23,000 -acre Ranch Plan (Rancho Mission Viejo), the County's largest development.
On -Call Development Plan Checking and Entitlement Review Services HRGreena City 01 Placentia
D. Allocation of Resources
Development Plan Checking and
Resources
HR Green has helped 50+ cities/counties achieve a 98%
turnaround review success rate by utilizing a combination of the same staff (on- and off-site), electronic plan review, digital commenting, continuous code training/workshops, pre -development meetings, staff augmentation reviews/
support, and ongoing collaboration with developers/engineers throughout the review process, Providing in-depth entitlement reviews and thorough plan reviews are essential for life safety and welfare of the public. We have no limits or
restrictions of how many entitlement or plan reviews
our staff can handle at one time. With offices and staff throughout Southern California and across the nation, we have a deep bench of reviewers available on an as -needed basis, Proven Process to Allocate Staffing
Resources
Green
HR Green believes that a proactive
approach to Quality Assurance/Quality
• 4Control (QA/QC) is essential to the
success of any project, and a formal QC process should be built into every project undertaken. Quality control is more of a philosophy than a separate set of tasks or activities, and a quality control plan is only the documentation of that philosophy and approach.
The most critical aspect of quality control includes
building quality into the project from the very
beginning. HR Green has built our QA/QC Program
for Plan Check Review into our standard process,
so that the quality of our services is automatically taken into account with every plan check we undertake. We
understand that quality is not a separate element or
distinct event that is added in at the last minute through reviews. The belief in the importance of quality control is part of our company's culture.
To help assure that submittals are properly handled, and work hours are optimized, 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 Experienced professional staff manage
quality control functions that are consistently implemented Entitlement Review + Staffing
on each and every project. This allows multiple HR Green staff to assist at any point during the processing, review, and approval phases.
The Project Manager, as the person with overall
responsibility for the technical work, consistently monitors the entire QA/QC process. They are accountable for
project quality. On projects with greater complexity or size, the Project Manager can verify compliance with
the QC process by assigning QA Auditors to perform an
audit of the QC process prior to all milestone submittals.
If QA Auditors are not assigned, the QA audit is the
responsibility of the Project Manager.
Regardless, the QA audit will review all documents to
verify:
► All items have been checked, back -checked, rechecked, and reviewed with check prints filed.
► Check prints and check print stamps were used,
s All computer generated calculations have been checked. ► Spot checking "original" documents to see that
corrections noted on check prints have been made and
to verify that client and regulatory review comments
have been addressed.
► Proper specifications are being used; i.e. specific forms corresponding to project funding, client -specific forms, etc.
► Proper CADD standards are being used whether they
are HR Green's or the client's standards.
► Proper design standards are being followed, The plan
and document submittal checklists have been reviewed
for completeness and checked off. These checklists will become a part of the quality control file.
The audits will include constructive criticism regarding such items as clarity, accuracy, completeness, guidelines, etc. The results of the audits will be documented and
communicated to all members of the project staff. Any
follow-up corrective activity required will be noted and initiated as appropriate.
An illustration of our GreenTREx process is on the next page.
On -Call Development Pian Checking and Entitlement Review Services HRGreen, City of Placentia
DEVELOPMENT PLAN CHECKING + ENTITLEMENT PROCESS
City Receives Plans
from Applicant —
+ Assigns Project
I- 3
4 T
HR Green Receives PDF
of Plan Submittal + Enters
Information into system
Submittal Intake Checklist.
Notify City if
Submittal is Complete.
Discuss Key Issues
with City +
Project Manager
Budget Hours
J.
Distribute Plan to
Appropriate Plan Review
Team Member(s)
TECHNICIAN
R
--►I Entitlement Review 1-
- 'I Parcel + Final Tract Maps H
-0 Tentative Maps H
Lot Line Adjustments +
Parcel Mergers II—
Plat Maps + Legal
Descriptions
--► Erosion Control Plans (-
Rough + Precise Grading
Plans
- 1 Water Plans I-
Sewer Plan + Calculations
Review
- 1 Storm Drain Plans I
_•I Street Improvement Plans I-
-►I Sign + Striping Plans F-
-+ Street Lighting Plans I-
---►I Traffic Studies l--
Traffic Signal Plans
-►I Traffic Control Plans
H Hydrology/Hydraulic
Studies
--►I WQMPs + SWPPPs
-♦
Prepare Corrections
Memo
REVIEWER
RESUBMITTAL
EX
Quality Reviews
Finalize Correction/
Approval Memo
Log Out Project
EXPERIENCED
PROFESSIONAL
On -Cali Development Plan Checking and Entitlement Review Services HRGreens City of Placentia
—► City/Design Engineer
Electronic Review Resources
HR Green utilizes proven electronic plan processes that save time and costs of printing, delivering, handling and storing copies of plans for review. Our plan check leaders are industry -recognized thought leaders in advancing
the robustness of paperless entitlement and plan review solutions. Our Project Manager, Tina York, PE, and other HR Green plan check professionals have served as technical advisors to ePlanSoft to incorporate new tools and refine their integrated electronic plan check solution.
We are proficient in numerous electronic plan review systems and are constantly working with agencies and applicants to move exclusively to a paperless environment. This is critical on larger, multi -disciplined projects where there may be overlap between design disciplines. Comments from each
review are summarized electronically by our staff. Comment responses can be added and included with each submittal to verify that all comments have been addressed. This approach has been effective in resolving comments at early stages, avoiding repeat comments by reviewers, and coordinating responses among disciplines.
ROBUST ELECTRONIC PLAN CHECK PLATFORM OFFERED FREE TO PLACENTIA HR Green utilizes proven electronic plan review processes that save time and costs of printing, delivering, copies of r,',__, t"- .'ew. Our plan check leaders are industry -recognized thought leaders in advancing the robustness of paperless plan review solutions. Our plan check team has served as technical advisors to various software providers to incorporate new tools and refine the latest release of their integrated electronic plan check solutions. We are proficient in using electronic plan review systems and constantly work with agencies and applicants to move exclusively to a paperless environment. This is critical on larger, multi -disciplined projects where there may be overlap between design disciplines.
In conjunction with our extensive knowledge of numerous permitting and plan tracking systems, we are currently working with Agiline Software, a leading software development firm, and their CityView360°module to seamlessly upload, track and review plans. This software can interface with most cloud -based platforms utilized by agencies and can provide a seamless conveyance of information between the City and HR Green at o`d to the City of Placentia. This is a great example of how HR Green takes one of our core values, Operational Excellence, to heart, not just for our own operation but for our clients as well.
Collaboration & Communication Resources
AUGMENTING REVIEW SERVICES THROUGH ON-LINE COMMUNICATION Tina York, PE, is a hands-on Project Manager. Tina
will be 100% available to the City of Placentia during this contract. She actively monitors all services and has a goal to get plans approved or conditions finalized at third submittal.
She will confer and/or meet with the City, developers,
engineers, surveyors, and contractors. She will prepare agendas and attend all Luui Uii meetings including
meetings to discuss redlined comments for entitlement,
land development civil or survey reviews, and utility permit reviews and other potential issues which may delay projects timely completions. Tina, together with our Engineering Technician, will provide you with the deliverables for
review projects (transmittal, redlines, comment letter, and checklists) at or ahead of the required project schedule. Our files are always accessible to you through CityView360° and will be delivered as a final package upon project acceptance.
Tina is thoughtful, straight -forward, and a proven
professional. The City can trust and have confidence in her, the HR Green team, and the final work product.
1 -FB
For nearly two decades, the HR Green team of reviewers
has implemented proven electronic solutions that save time and costs of printing, delivering, handling, and storing copies of plans, documents, and survey records. Our plan check leaders are industry -recognized thought leaders in advancing the robustness of paperless solutions. Tina and other HR Green professionals have served as technical advisors to paperless data management/reporting software solution
providers to incorporate new tools and refine electronic solutions, We leverage and are proficient with various
software solutions (e.g., Bluebeam Revu, Adobe, Accela, TRAKiT, 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. Currently, we are working with Agiline Software, a leading software solutions firm. Their CityView360° module allows for the seamless interface with Accela to upload, track, and review of plans.
This portal is available on day one at NO COST to the City of Placentia.
On -Call Development Plan Checking and Entitlement Review Services HRGreen. City of Placentia
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--- City0[P[8CeOtia
PACIFI
E. Understanding of Scope of Work
Scalable Solutions to Enhance , "./.1 ntain Your Strategic Objectives The City of Placentia has a nearly 200 year storied
history. Having partnered with the City for nearly a decade (some staff served the City longer with other firms), we understand your development standards and requirements
as well as your key objectives to provide constructive and collaborative services. As a "pleasant" place to live, you require the teaming efforts of a consultant that will protect your quality of life while enhancing your service delivery.
HR Green's primary focus is to meet the City's goal
to maintain your high standards of community life
for residents and visitors by providing superior public safety, exceptional service delivery, and outstanding
amenities. Your goals will be met through our dynamic and progressive practices. We have built proven processes
that have been effectively utilized for 50+ federal, state, regional, and municipal clients nationwide.
Land Development Plan Check
"LEVELING UP" THE REVIEW PROCESS
HR Green has a proven internal plan review coordination process, GreenTREx (see page 11), which facilitates that each plan received is properly processed and returned on time. Our GreenTREx review process/program allows us to efficiently complete plan review tasks concurrently. This is a formalized and integrated process whereby Technicians manage data input and processing, the appropriate staff members Review, and Experienced staff manage quality
control functions that are consistently implemented on
each and every project. This allows multiple HR Green
staff to assist at any phase of the processing, review, and approval.
PROCESSING NEW DEVELOPMENT/ENHANCING
COMMUNITY ENGAGEMENT
Entitlement Review - Since maintaining an effective
entitlement process is critical to support a thoughtful community development program, HR Green will
work closely with Placentia's planning team, meet
with prospective developers and their engineers, and
participate in meetings early in the planning process to collaboratively shepherd projects through to construction.
Our team of engineers have taken projects from "cradle
to grave". We have worked with Planning Departments
in multiple agencies to move applications through the
entitlement process by writing the engineering Conditions of Approval and coordinating with the plan reviewers and field inspectors. We communicate often with Planning
Departments to develop a common understanding
of project goals, the entitlement process, and city
expectations to efficiently maintain project momentum.
HR Green embraces the future and is evolutionary,
bringing fresh and new ideas, using the latest technology, advanced permitting, and project software. Our plan check team has been providing electronic plan reviews for over two decades. While we still do the hard copy reviews when requested, well over 90% of our reviews are completed
electronically.
Civil Engineering Design Plans — Most of our plan
review team members have more than 20 years of
experience providing plan review for grading (mass,
rough, and detailed), erosion control, WQMP, hydrology
and hydraulic studies, streets, street lights, signing and striping, traffic signals, traffic studies, water and sewer plans and studies, storm drain studies, all supporting
calculations, and utility permits including small cell and fiber optics. Each plan is compared to the appropriate Site Plan, map, and other improvement plans for the project to verify conformance and no design conflicts, Water, sewer, and storm drain plans are compared to the master plans.
The plans also go through a thorough investigation for
compliance with the conditions of approval, Federal, State, County, and City standards and regulations, Municipal
Codes, Ordinances, Resolutions, policies, procedures,
checklists, and City approved format/preferences,
On -Call Development Plan Checking and Entitlement Review Services HRGreen.
City ot Placentia
Subdivision Map Review — Our survey review team
is conversant in the requirements of the California
Subdivision Map Act, The review of each tentative
map, parcel or final tract map, legal description, lot
line adjustment and easement deeds include the
coordination of the documents submitted for review
(map, closure calculations, etc.) and compliance with
the City's Municipal Code, Resolutions, Specific Plans, Conditions of Approval, Tentative Map, checklists, and City approved format/preferences as well as Orange County
requirements.
All documents are turned around on-time or ahead of
schedule. The redlines, a comprehensive comment
letter, and checklist are provided to all stakeholders, if necessary. HR Green earnestly seeks to meet or beat your expectations. We are able to meet the most hard-hitting schedules with a near perfect track record. The County of Orange had an aggressive schedule and we have met or
beaten this schedule better than 98% of the time.
PLAN & ENTITLEMENT REVIEW METHODOLOGY
We are proficient in numerous electronic plan review
systems. This is critical on larger, multi -disciplined projects where there may be overlap between design
disciplines. Comments from each review are summarized
electronically by our staff. The designer can add responses to the plans or the corrections memo and include with
each submittal to verify that all comments have been
understood, accepted, and addressed. This approach has
been effective in resolving comments at early stages,
avoiding repeat comments by reviewers, and coordinating responses among disciplines.
STEP 1 - PRELIMINARY DISCUSSIONS
Prior to beginning our initial review project, the Plan Review Manager or Entitlement Task lead and Engineering Technician will review the submittal for completeness and areas of design concern. If necessary, we will conduct
a meeting or conference call with the applicant and
City staff to discuss the concerns, local code policies, documentation procedures, plan processing protocols,
plan review checklist items, and scheduling.
DTh
STEP 2 - INITIAL REVIEW
Once HR Green receives a complete set of plan
documents, we will perform our review in the agreed-
upon timeframe either writing conditions of approval for entitlement review projects or, checking for compliance to all applicable codes and standards plan checking projects.
All corrections are identified based on compliance with the following specified resources:
► City Standards, Codes, Ordinances, and Regulations
► Orange County Standards, Codes, Ordinances, and
Regulations
► Orange County Drainage Design Standards
► Orange County Hydrology Manual
► Orange County Local Drainage Manual
► Caltrans Highway Design Manual
► Caltrans Traffic Manual
► Caltrans Standard Plans & Specifications
► California Manual on Uniform Traffic Control Devices
► American Water Works Association Standards &
Guidelines
► State Water Resources Control Board Guidelines
► MS4 Permit
► Air Quality Management District requirements
Marked up plans, the corrections memo or draft conditions of approval, and a transmittal will be sent electronically (or by overnight if hard copy submittal) to the City and/or the applicant.
On -Call Development Plan Checking and Entitlement Review Services HRGreen. City of Placentia
STEP 3 - RECHECKS
Upon receipt of the resubmittal package, we will verify that the resubmittal package is complete. We will
assign the package to the same reviewer who provided
the prior review and perform a recheck in the agreed-
upon timeframe. This process will be repeated until the project plan documents are ready to be conditioned or
recommended for approval.
Upon completion of the plan review, should there be a
significant amount of comments still to be addressed
or if there is a significant issue, a meeting between
our staff, the City, applicant and their representatives will be coordinated so that all parties understand the
expectations,
STEP 4 - FINAL CONDITIONS OR PLAN APPROVAL
Once all comments have been addressed, HR Green will
provide the City with the final conditions of approval for our entitlement reviews or a letter recommending plan
approval for plan reviews.
Demonstrated Record
COMPLETING PROJECTS ON-TIME/ WITHIN BUDGET
HR Green has been nationally recognized for delivering
efficient and cost-effective plan review and staff
augmentation services for some of the nation's largest
developments. We have reviewed plans for the nation's
10 largest developers, leveraging electronic plan check/ paperless platforms for over 20 years, and are recognized by both municipalities and developers for creating a
constructive, win-win review and approval process on time and within budget.
We have consistently maintained a 95+%
turnaround arounr1 re +iew schedule success rate.
For example, for the County of Orange we exclusively used a paperless solution and had a 98% turnaround around
review schedule success rate. Some other larger projects HR Green and/or our staff have reviewed and processed
include the Placentia developments of Vista Rose, Hudson, Van Buren Industrial Development, and the Metrolink
Station.
Supplemental Service - Technology
Reviews
PROVEN EXPERIENCE
Placentia FiberCity® is being built citywide,
enabling every household opportunity to connect,
closing the digital divide.
HR Green is particularly qualified to assist the City
with monitoring micro -trenching, street cuts, and fiber deployment/connectivity that are compliant with applicable permits, City standards and requirements and future
proof your city, bring more provider choices, and enable Smart City applications. HR Green worked with the City
of Pico Rivera to develop a Fiber Optic Master Plan to
help the City control its destiny by deploying a converged network and connected infrastructure model for future
development. Pico Rivera subsequently selected SiEI
Networks as its broadband provider and construction is
underway.
HR Green provided technical review of SiFi's
proposed microtrenching deployment specifications
and coordination of initial planned colocation
builds. We are also scheduled to provide
plan review of SiFI's citywide deployment in
Escondido, another FiberCity®. Also, as Fullerton's
City Engineer, Derek Wieske, PE oversaw the
construction of SiFi's citywide fiber deployment.
HR Green is at the forefront of review and implementation of broadband, fiber optics, small cell, and 5G technology.
The September 26, 2018 FCC (Federal Communication
Commission) Small Cell Preemption Order was meant
to accelerate small cell and 5G deployment nationally.
HR Green has helped more than 20 cities nationally,
including the California cities of Beverly Hills, Pasadena, Malibu, Jurupa Valley, Redlands, and Palos Verdes Estates maintain a significant amount of authority and flexibility by negotiating win-win outcomes that benefit carriers while addressing key community concerns, such as aesthetics,
availability of high-speed telecommunications, and public safety. Services HR Green has performed for various
counties and municipalities include, but are not limited to, public policy development, design standards development, plan review, permit processing, co -location agreements, and construction inspection.
On -Call Development Plan Checking and Entitlement Review Services HRGreena City of Placentia
Schedule
HR Green has consistently maintained a 95+% turnaround success rate for our clients across the nation, We are committed to providing the City of Placentia with the following turnaround times:
HR Green's Development Review Turnaround Time
Service Description
HR Green Commitment
i DEVELOPMENT PLAN REVIEW
First Submittal
Second Submittal
1 Third and Subsequent Submittals
DEVELOPMENT ENTITLEMENT REVIEW
First Submittal
Second Submittal
Third and Subsequent Submittals
10 business days or less
10 business days or less
10 business days or less
Varies based on project complexity.
HR Green will discuss the timeline with City staff and strive to beat the expectation.
On -Call Development Plan Checking and Entitlement Review Services HRGreen. City of Placentia
F. References
On -Cali Development Review I City of Placentia
HR Green is under contract to provide on-call engineering services. Over the years this has included plan check, city engineering, design, construction management, inspection, and project management services.
Our interim City Engineer was certified QSD/QSP and coordinated stormwater compliance efforts for the City.
Our staff continue to provide plan check and WQMP review, consistently meeting the City's 15/10/5 working day turnaround review schedule. Our reviews for 35%, 65% and 100% PS&E submittals verify conformance with City standards for roadway geometrics, storm drain plan and profiles, hydrologic/hydraulic reports, sewer plans and profiles, street lights, signing and striping details, traffic control plans, water quality reports, landscape and irrigation, and bridge and retaining wall aesthetics. We also coordinated meetings with utility agencies, especially Golden State Water Company, relating to the construction of a new water well site and the abandonment of the existing site adjacent to the new station.
One of our proposed WQMP reviewers and environmental engineer specialists served as Environmental/Police Services Supervisor responsible for successfully managing the City's Water Quality Program. He spearheaded all City CIP projects from inception to completion (establishing schedules and coordinating methods to meet target deadlines), He effectively performed all site inspections; implemented continuous improvement strategies that facilitated cost effective solutions, saving the City a significant amount of money; implemented "green" initiatives; provided effective training and leadership for new hires regarding code enforcement practices and procedures; developed and coordinated fiscal budget preparation for the Code Enforcement Division and Environmental programs; and monitored revenues and expenditures and prepared analysis reports and forecasts.
Representative Plan Check Projects
HR Green has provided Plan Check services on the following project (all projects included grading, erosion control, drainage, street, and sewer reviews):
• Metrolink Station
• Van Buren Industrial Development
• Orchard Highlands Development
• Alta Vista Development
I-El�
On -Call Development Plan Checking and Entitlement Review Services HRGreen.
City of Placentia
On -Cali Development Review 1 City of Huntington Beach
The City of Huntington Beach is a seaside community located in Orange County with an estimated population of over 200,000 residents, making it one of the largest cities in the county. The City's Public Works Department is responsible for a variety of services, including maintaining the city's streets, sidewalks, and storm drains, as well as overseeing the city's water supply, wastewater management, and solid waste collection. The department also manages city facilities such as parks, playgrounds, and public buildings.
In addition, the department is responsible for ensuring compliance with state and federal environmental regulations, promoting sustainable practices, and coordinating emergency response efforts.
In order to provide prompt customer service, the Development Services Division of Public Works needed to support Huntington Beach's staff with an outside consultant. HR Green was selected to provide engineering plan review services on an as -needed basis due to our demonstrated expertise in local hydrology as well as our experience in full service engineering plan review of diverse development projects. With the changing requirements and increased demands for accessory dwelling units (ADU) on existing residential home sites, HR Green has provided full-service civil plan review to meet the demand and provide the City's residents with prompt and thorough comments to allow swift and trouble-free approval.
Recently, the City had an urgent need to fill an Engineering Technician counter position that was temporarily vacated by staff on leave. HR Green was able to provide the staff within a week.
REFERENCE
Bob Milani
Principal Civil Engineer
City of Huntington Beach
2000 Main Street
Huntington Beach, CA 92648
P: 714.255.3478
E: [email protected]
On -Call Development Plan Checking and Entitlement Review Services HRGreen. City of Placentia
AC i, i.
On -Call Development Plan Checking and Entitlement Review Services I City of Jurupa Valley
Since Jurupa Valley's 2011 incorporation, the City has undergone robust development activity centered around new residential, industrial, and commercial projects. The City faced an overwhelming need for comprehensive plan review services to meet future City needs.
Our staff created the development review and approval process, customized checklists/ forms, and tested/implemented/continuously utilize Accela as the City's automated permitting system with a seamless CityView 360° interface. We have also assisted with the development of engineering design standards and guidelines to facilitate the plan reviewing process.
Our staff members have served as City Engineer, City Surveyor, on-site engineers, plan reviewers, and inspectors to provide a comprehensive turn -key land development solution.
Our staff has customized plan review checklists, leveraged electronic plan review, digital commenting, and mobile apps for web -based field inspections in real time; established development review processes; and consistently hold developer workshops and pre -planning meetings to facilitate the entitlement process, We have processed grading plans, improvement plans, architectural plans and maps for thousands of new residential units. HR Green also serves as the City NPDES Program Manager, overseeing compliance with federal, state, and regional water quality requirements.
REFERENCE
Rod Butler
City Manager
City of Jurupa Valley
8930 Limonite Avenue
Jurupa Valley, CA 92509
P: 951.332.6464
E: [email protected]
.The City of Jurupa Valley
continues to be very pleased
with the services that we are
receiving from HR Green. In
an active and fast-growing city
like Jurupa Valley, being able
to supplement our internal
team with well-managed
contract staff makes us all the
more effective in serving our
residents and the development
community.°
Rod Butler, City Manager
Our staff members have performed the review of applications, coordinated with future developers, drafted the conditions of approval for the Engineering/Public Works Departments, and represented Engineering and Public Works Departments at community meetings, Planning Commission, City Council and other project related meetings.
Types of development applications and related items include: General Plan Amendments, Change of Zones, Specific Plans, Specific Plans Revisions/Amendments, Subdivisions (residential, commercial/industrial, financing maps, condo maps), Site Development (residential, commercial/industrial), Conditional Use Of Site, parcel boundary adjustments, Temporary Uses (including temporary events), traffic study scoping agreements, traffic and transportation studies, among others.
Our staff members provide daily permit counter staffing (issue >60% of permits over the counter), accomplish 15,000+ building inspections annually (100% completed on time); issue 1,500+ building permits annually, and perform 1,500+ code enforcement inspections annually. We have achieved a 98% success rate meeting plan review schedules. Annually, this involves 2,100+ improvement plan sheets being reviewed, 2,200+ building plan reviews completed annually, and 150+ new planning projects reviewed. Our efforts have reduced costs in permit processing and inspection fees to applicants by an estimated 20 — 35% due to shorter turnaround times and lower costs. Our team members regularly facilitate round table discussions with developers to create awareness of current standards to help speed review times and ease approvals.
On -Call Development Plan Checking and Entitlement Review Services HRGreen, City of Placentia
.y� n ss
isY
II,'wCL, GDDIEGEND.fINCE;l939 •
On -Call Development Plan Checking I City of Pomona
Since 2013 HR Green has maintained various on-call civil engineering, plan check, and project management contracts with the City. From a land development project management perspective we have provided a contract City Surveyor and ongoing plan review services for land developments citywide. This has included assigning on-site staff to process and track projects.
We have established processes and checklists, and also implemented a paperless intake/ routing/tracking system to accelerate turnaround review schedules. We have provided on-call project management, staff augmentation, and plan review for the Gold Line light rail project, including the extension of the Light Rail Transit line through the City, two bridges at Garey and Town Avenues, and a flyover heavy rail west of Towne Avenue.
Comprehensive review services include civil, traffic, railway, environmental and structural engineering, surveying, architecture, landscape, planning, CEQA/NEPA and related proposed work.
Our personnel support city staff by reviewing survey type applications, including lot line adjustments, easements, and lot mergers for compliance with the Subdivision Map Act and City Municipal Code.
HR Green established a city -specific file transfer process utilizing Infoexchange; all project application reviews that we do under that contract for our client are set up as individual folders labeled by project number and address with sub -folder per submittal. Our client is able to send files using the Infoexchange portal. HR Green staff receives the assignment and creates the project specific folder that is visible and accessible to the City. Once our staff is done with the review, the comment letter/markups are uploaded to the project specific folder and triggers an automatic email to our client informing them the files that have been uploaded.
11B
On -Call Development Plan Checking and Entitlement Review Services HRGreen. City of Placentia
REFERENCE
Ron Chan
Principal Traffic Engineer
City of Pomona
505 South Garey Avenue
Pomona, CA 91766
P: 909.620.2286
E: [email protected]
,,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
-
On -Call Development Plan Checking 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, depending on consultants to keep pace with the ongoing development / infrastructure network expansion.
HR Green is engaged to provide a variety of plan review and staff augmentation services.
This includes both on- and off-site personnel for the review of planning applications, landscape plans, and civil plan checks. Our services also Include participating in development review meetings with staff and project stakeholders, coordinating directly with developers and applicants on requirements, and reviewing Environmental Impact Reports on behalf of the Transportation Division.
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 this time frame, our staff members have reviewed 350+ traffic plans in order to reduce turn -around time and free up City staff to focus on other City priorities.
This has prioritized attention on citywide fiber optic deployment, including the review and approach of encroachment permits related to 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. Our proposed staff have coordinated closely with your Traffic Engineer and applicable staff to become your trusted advisor for these services. We have:
REFERENCE
Michael Lloyd
Public Works Director/City
Engineer
Wei Sun, TE, PTOE
Principal Engineer / City Traffic
Engineer
City of Moreno Valley
14177 Frederick Street
Moreno Valley, CA 92552
P: 951.413.3146
E: [email protected]
P: 951.413.3149
E: [email protected]
► developed Transportation Impact Analysis Preparation Guide for Vehicle Miles Traveled and Level of Service Assessment,
► provided this comprehensive scope in both an on onsite and offsite role. ► regularly attended Pre-PRSC and PRSC (Project Review Staff Committee) meetings and presented the Division's comments and conditions.
► determined and recommended alternatives, where applicable, for City Traffic Engineer approval, ► coordinated with other departments and divisions to facilitate design approval. ► assisted at the front counter to answer questions regarding transportation -related requirements.
H�
On -Call Development Plan Checking and Entitlement Review Services NRGreen. City of Placentia
► provided constructive feedback on City's Accela Civic Platform (ACP) new feature, Digital Plan Room (DPR) that allows reviewers to comment on plans within ACP, to improve interactive process.
► trained and mentored in ACP and DPC software platforms as well in City standards, guidelines, policies and review process.
► provided redlines and drafts for signing and striping as well as traffic control for Capital Improvement Program (CIP) projects.
► under the entitlement review, reviewed site plans, conceptual grading plans, specific plans, environmental initial studies, and additional exhibits, such as line of sight exhibits and alignment studies, Met with the applicants and the City Traffic Engineer to monitor that the project not only follows the required state and local guidelines and standards, but also follows the City's direction.
► reviewed scoping agreements, traffic studies, and VMT analyses. Provided comments for the City Traffic Engineer's approval prior to sending them out to the applicant. ► tracked traffic studies and VMT analyses and make them readily available to the City. ► attended the Pre-PRSC and PRSC (Project Review Staff Committee) meetings and presented the Division's comments and conditions.
► prepared conditions of approval as part of the entitlement process. Understanding the complexity of the City Traffic Engineer's positions and tasks, prepared and printed reports and exhibits in preparation of the public hearings and met with the City Traffic Engineer to discuss conditions of approval, project details and history. ► under the plan check process, reviewed traffic signal plans, signing and striping plans, street improvement plans, as-builts, and traffic control plans, in addition to grading plans and maps. Coordinated with the Land Development Division to find solutions to street improvement designs. Performed site visits to verify the accuracy of plans. ► assisted at the front counter in answering property owner's questions regarding transportation -related requirements.
► brought working knowledge of Accela Civic Platform (ACP). The City incorporated a new feature in early 2021 called Digital Plan Room (DPR) that allows reviewers to comment on plans within ACP, Attended training and since its launch has reviewed plans using this feature. Provided feedback regarding the use of this new feature to improve the process. Trained new hires in using the platform.
► improved onsite/offsite circulation.
IAV
On -Call Development Plan Checking and Entitlement Review Services HRGreena City of Placentia
"HR Green has consistently
exceeded our expectations in
providing the transportation
engineering/planning services.
The on-site engineers have
demonstrated strong expertise
in the land entitlement process.
Furthermore, the team has
excellent communication skills
in resolving the engineering
issues by coordinating with the
designers/developers directly. We
are very happy to have the HR
Green engineers as a part of the
City's team."
Wei Sun, TE, PTOE, Principal
Engineer / City Traffic Engineer
City of Moreno Valley
On -Call Development Plan Checking I City of Palm Desert The City of Palm Desert is centrally located in the heart of the Coachella Valley in southeastern Riverside County. Known as the cultural and retail center of the desert communities, it has approximately 21 square miles with a population of 52,500, and a small in-house municipal staff. As a forward -thinking community, the City wished to implement some key initiatives and needed consultant assistance to achieve program and project objectives.
Following a competitive procurement process to identify a consultant with the ability to deliver a breadth of services, HR Green was contracted to deliver a full range of consulting services, including building and civil plan check, Acting City Engineer, entitlement engineering, and city surveyor services for public works. Our services are provided both on-site and remotely. Since 2021, the City, with the assistance of HR Green, has approved over 1,060 new single family homes and 192,000 square feet of commercial space. We have successfully collaborated with designers, contractors, and other City departments to streamline the path to plan approval, saving the City and developers time and money through an efficient and effective process.
Our Staff Engineer provides engineering support services (in-house) for the Community Development and Public Works Departments. This includes reviewing development applications, participating and coordinating meetings with project stakeholders, drafting conditions of approval, creating mitigation measures, and general counter support.
Other plan checks for the City that HR Green staff handle include: residential custom homes, commercial sites, residential tracts, and recreational site reviews. All reviews are 100% electronic with a 100% success rate meeting plan review schedules. Our key to success with applicants and stakeholders has been through the use of electronic technology to streamline reviews, working cohesively with the City officials, and taking a proactive approach to problem solving for a timely turnaround to plan review.
On -Call Development Plan Checking and Entitlement Review Services HRGreen. City of Placentia
REFERENCE
Rosie Lua
Deputy Director of
Development Services
City of Palm Desert
73510 Fred Waring Drive
Palm Desert, CA 92260
P: 760.776.6480
E: [email protected]
On -Call Development Plan Checking 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 Blueheam Revu software clue 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.
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.
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.
REFER tiu(t
Bryan McKinney, PE
Public Works Director/City
Engineer
City of La Quinta
78495 Calle Tampico
La Quinta, CA 92253
P: 760.777.7045
E: [email protected]
"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. Public Works
Director/City Engineer
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. 11�
On -Cali Development Plan Checking and Entitlement Review Services HRGreen. City of Placentia
Terminated Contracts
HR Green Pacific, Inc, has not had any contracts terminated in the last three years.
On -Call Development Plan Checking and Entitlement Review Services HRGreena City of Placentia
G. Certification of Proposal
RFQ No. PW -23-04 ON-CALL DEVELOPMENT PLAN CHECKING AND
ENTITLEMENT REVIEW SERVICES
APPENDIX C
CERTIFICATION OF PROPOSAL TO THE CITY OF PLACENTIA
1. The undersigned hereby submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal (RFQ), dated October 2023, and to be bound by the terms and conditions of the RFQ.
2. This firm has carefully reviewed its proposal and understands and agrees that the City is not responsible for any errors or omissions on the part of the proposer and that the proposer is responsible for them.
3. It is understood and agreed that the City reserves the right to accept or reject any or all proposals and to waive any informality or irregularity in any proposal received by the City.
4. The proposal includes all of the commentary, figures and data required by the Request for Proposal, dated October 2023.
5. This firm has carefully read and fully understands all of the items contained in Section 7, General Requirements. This firm agrees to all of the general requirements except for those disclosed by the firm in project proposal, listed on an attachment.
6. The proposal shall be valid for 90 days from October 5, 2023.
Name of Firm: HR Green Pacific, Inc.
By:
Type Name:
Title:
Date:
33 (Authorized Signature)
George A. Wentz, PE
Vice President
October 26, 2023
On -Call Development Plan Checking and Entitlement Review Services HRGreen. City of Placentia
Appendix - Contract Exceptions
HR Green has long maintained various on-call contracts, including for civil plan check, with the City of Placentia and are confident we can expeditiously enter into an agreement for these services. Based on our review of the sample agreement we have included suggested modifications below. 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 so that no time is lost and that the proposed work can be carried out in a timely manner.
1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel experienced in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional consultants in similar fields and circumstances in accordance ith i sound professional practices. Consultant also Warrants that it is familiar with -Mi taWS that Flay affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section.
in a merrier cons..stent with the standards of care. dil-gerce and skill ordinarily exercised by professional wrist.. tants it fields and circumstances in accordance with sound 7, professional bract
1.3. Performance to atisfaotion of Gity. Consultant agrees to perform all the work' te-th-e-eempletc satisfaction -of -the City and within -the -hereinafter opoaified.
Evaluations of the wo�kk#will `1 glydonerb + the City Administrator or his or her designee. If rocthe quality of work i'sno€ satisfaciory�,nCity'in its discretion has the right to:
(a) Meet with Consultant to review the quality of the work and resolve the matters of concern:
(b) Require Consultant to repeat the work at no additional fee until it is-satisfaeteFy and/or
si.c' standard o• care is met
Terminate the Aoreernent as hereinafter set forth.
(c)
2.3. Method of Billing, Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services w#ieh ~Tuve-n completed to -its sele eat4 factien. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice. Each invoice shall describe in detail, the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as 'Additional Services' and shall identify the number of the authorized change order, where applicable, on all invoices.
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(d) Professional errors and omissions ("E&O") liability insurance with policy limits of not less than Qne Million Dollars ($1,000,000.00), combined single limits, per occurrence and aggregate. Architects' and engineers' coverage shall be endorsed to include contractual liability: If the policy is written as a 'claims made" policy, the retro date shall be prior to the start of the contract work- Consultant shall obtain and maintain, said E&O liability insurance during the life of this Agreement and for three years after completion of the work hereunder.
(b) Notice: "Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced: (3) or the deductible or self insured retention is increased. In the event of any cancellation r r-redeetien-ie--eever-age-er-limits of any in-„tna:tee, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified to subsf(itute for any canceled policy, the City may proeut'e'sucti``r'n$iran°ce at Consultant's sole cost and expense:”
(c) Other insurance: The Consultant's insurance coverage shall be primary insurance as respects the City of Placentia, its officers. officials, agents, employees, and -volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy-" (d) Any failure -to -comply with the reporting provisions -of the policies shall -not --affect coverage provided to the City-ofPlacentia, its e#€ieers, Off ieiels,-agent emplGyee an-veeerc-
(e)
The Consultants insurance shall apply separately to each insured against whom claim is made or suit is brought., except with respect to the limits of the insurer's liability.
5.3. Deductible or Self Insured Retention. If any of such policies provide for a deductible or self-insured retention to provide such coverage, the amount of such deductible or self-insured retention shall be approved in advance by City. Ne -p icy et insurance -issued -as -to -which the -City -is -an -additional insured shall contain -a -provision which requires that -no -insured -except the named insured can satisfy any -sucks deductible or -sell -insured retention:
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6.8. Indemnification and Hold Harmless. Consultant agrees to defend indemnify, hold free and harmless the City, its elected and appointed officials, officers, a,g ones and c rnployees,t.9 Consultants sale expense, from and against any and all c brims', ddrn ric s'; acflon ' shit br otti`e1-e01 proceedings arising out of, pertaining to, or relating to the negligence, recklessness, or willful misconduct of Consultant brought against the City, its elected and appointed officials, officers, agents and employees arising out of the performance of the Consultant. its employees, andlnr authorized subcontractors, of the work undertaken pursuant to this Agreement_ The defense obligation provided for hereunder shall apply whenever any claim; -action, -complaint or suit asserts liability against the City, its elected and appointed officials, officers, agents and employees based upon the negligence, recklessness, or willful misconductof the Consultant,- its employees, andior authorized subcontractors under this -Agreement whether-or—not the—Gonruftant, it-s--emeleyees; ant or—author-izec-tr-set tr,aetorJ-are spedffreatly--nome4er-ether se -asserted --to be liable. Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.
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HRGreen.
PACIFIC