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HomeMy WebLinkAboutCO 2025-243 - HR GreenPSA with professional liability insurance (Design) Page 1 Last Revised: 01/11/2018 AGREEMENT FOR DESIGN PROFESSIONAL SERVICES THIS AGREEMENT is made and entered into this 17 day of December, 2025, by and between the City of Rancho Cucamonga, a municipal corporation (“City”) and HR Green, a California Corporation (“Consultant”). RECITALS A.City has heretofore issued its request for proposals to perform the following design professional services: on-call Acting City Surveyor Services (“the Project”). B.Consultant has submitted a proposal to perform the professional services described in Recital “A”, above, necessary to complete the Project. C.City desires to engage Consultant to complete the Project in the manner set forth and more fully described herein. D.Consultant represents that it is fully qualified and licensed under the laws of the State of California to perform the services contemplated by this Agreement in a good and professional manner. AGREEMENT NOW, THEREFORE, in consideration of performance by the parties of the mutual promises, covenants, and conditions herein contained, the parties hereto agree as follows: 1.Consultant’s Services. 1.1 Scope and Level of Services. Subject to the terms and conditions set forth in this Agreement, City hereby engages Consultant to perform all technical and design professional services described in Recitals “A” and “B” above, including, but not limited to on-call acting Surveyor Services, all as more fully set forth in the Request for Qualifications, attached hereto as Exhibit “A” and Consultant’s proposal, dated September 10, 2025 attached hereto as Exhibit “B”, and incorporated by reference herein. The nature, scope, and level of the services required to be performed by Consultant are set forth in the Scope of Work and are referred to herein as “the Services.” In the event of any inconsistencies between the Scope of Work and this Agreement, the terms and provisions of this Agreement shall control. 1.2 Revisions to Scope of Work. Upon request of the City, the Consultant will promptly meet with City staff to discuss any revisions to the Project desired by the City. Consultant agrees that the Scope of Work may be amended based upon said meetings, and, by amendment to this Agreement, the parties may agree on a City of Rancho C ucamonga CONTRACT NUMBER 2025-243 th Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 PSA with professional liability insurance (Design) Page 2 Last Revised: 01/11/2018 revision or revisions to Consultant’s compensation based thereon. A revision pursuant to this Section that does not increase the total cost payable to Consultant by more than ten percent (10%) of the total compensation specified in Section 3, may be approved in writing by City’s City Manager without amendment. 1.3 Time for Performance. Consultant shall perform all services under this Agreement in a timely, regular basis consistent with industry standards for professional skill and care, and in accordance with any schedule of performance set forth in the Scope of Work, or as set forth in a “Schedule of Performance”. 1.4 Standard of Care. As a material inducement to City to enter into this Agreement, Consultant hereby represents that it has the knowledge and skill necessary to undertake the services to be provided. In light of such status and knowledge and skill, Consultant hereby covenants that it shall follow the customary professional standards in performing the Services. 1.5 Familiarity with Services. By executing this Agreement, Consultant represents that, to the extent required by the standard of practice, Consultant (a) has investigated and considered the scope of services to be performed, (b) has carefully considered how the services should be performed, and (c) understands the facilities, difficulties and restrictions attending performance of the services under this Agreement. Consultant represents that Consultant, to the extent required by the standard of practice, has investigated any areas of work, as applicable, and is reasonably acquainted with the conditions therein. Should Consultant discover any latent or unknown conditions, which will materially affect the performance of services, Consultant shall immediately inform City of such fact and shall not proceed except at Consultant’s risk until written instructions are received from the City Representative. 2. Term of Agreement. The term of this Agreement shall be five (5) years and shall become effective as of the date of the mutual execution by way of both parties ’ signature (the “Effective Date”). No work shall be conducted; service or goods will not be provided until this Agreement has been executed and requirements have been fulfilled. Parties to this Agreement shall have the option to renew in one (1) year increments to a total of two (2) years, unless sooner terminated as provided in Section 14 herein. Options to renew are contingent upon the City Manager’s approval, subject to pricing review, and in accordance to all Terms and Conditions stated herein unless otherwise provided in writing by the City. 3. Compensation. 3.1 Compensation. City shall compensate Consultant as set forth in Exhibit A, provided, however, that full, total and complete amount payable to Consultant shall not exceed $200,000 (per year), including all out of pocket expenses, unless additional compensation is approved by the City Council. City shall not withhold any federal, state or other taxes, or other deductions. However, City shall withhold not more Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 PSA with professional liability insurance (Design) Page 3 Last Revised: 01/11/2018 than ten percent (10%) of any invoice amount pending receipt of any deliverables reflected in such invoice. Under no circumstance shall Consultant be entitled to compensation for services not performed in accordance with sound professional standard of care. The parties further agree that compensation may be adjusted in accordance with Section 1.2 to reflect subsequent changes to the Scope of Services. City shall compensate Consultant for any authorized extra services as set forth in Exhibit A. 4. Method of Payment. 4.1 Invoices. Consultant shall submit to City monthly invoices for the Services performed pursuant to this Agreement. The invoices shall describe in detail the Services rendered during the period and shall separately describe any authorized extra services. Any invoice claiming compensation for extra services shall include appropriate documentation of prior authorization of such services. All invoices shall be remitted to the City of Rancho Cucamonga, California. 4.2 City shall review such invoices and notify Consultant in writing within ten (10) business days of any disputed amounts. 4.3 City shall pay all undisputed portions of the invoice within thirty (30) calendar days after receipt of the invoice up to the not-to-exceed amounts set forth in Section 3. 4.4 All records, invoices, time cards, cost control sheets and other records maintained by Consultant relating to services hereunder shall be available for review and audit by the City. 5. Representatives. 5.1 City Representative. For the purposes of this Agreement, the contract administrator and City’s representative shall be Miguel Sotomayor, Principal Civil Engineer, or such other person as designated in writing by the City (“City Representative”). It shall be Consultant’s responsibility to assure that the City Representative is kept informed of the progress of the performance of the services, and Consultant shall refer any decisions that must be made by City to the City Representative. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the City Representative. 5.2 Consultant Representative. For the purposes of this Agreement, Timothy Hartnett, Vice President is hereby designated as the principal and representative of Consultant authorized to act in its behalf with respect to the services specified herein and make all decisions in connection therewith (“Consultant’s Representative”). It is expressly understood that the experience, knowledge, capability and reputation of the Consultant’s Representative were a substantial inducement for City to enter into this Agreement. Therefore, the Consultant’s Representative shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 PSA with professional liability insurance (Design) Page 4 Last Revised: 01/11/2018 time to personally supervise the services hereunder. Consultant may not change the Responsible Principal without the prior written approval of City. 6. Consultant’s Personnel. 6.1 All Services shall be performed by Consultant or under Consultant’s direct supervision, and all personnel shall possess the qualifications, permits, and licenses required by State and local law to perform such Services, including, without limitation, a City business license as required by the City’s Municipal Code. 6.2 Consultant shall be solely responsible for the satisfactory work performance of all personnel engaged in performing the Services and compliance with the standard of care set forth in Section 1.4. 6.3 Consultant shall be responsible for payment of all employees’ and subcontractors’ wages and benefits, and shall comply with all requirements pertaining to employer’s liability, workers’ compensation, unemployment insurance, and Social Security. By its execution of this Agreement, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code that require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services. 6.4 Consultant shall indemnify, defend and hold harmless City and its elected officials, officers and employees, servants, designated volunteers, and agents serving as independent contractors in the role of City officials, from any and all liability, damages, claims, costs and expenses of any nature to the extent arising from Consultant’s violations of personnel practices and/or any violation of the California Labor Code. 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 Section 6. 7. Ownership of Work Product. 7.1 Ownership. All documents, ideas, concepts, electronic files, drawings, photographs and any and all other writings, including drafts thereof, prepared, created or provided by Consultant in the course of performing the Services, including any and all intellectual and proprietary rights arising from the creation of the same (collectively, “Work Product”), are considered to be “works made for hire” for the benefit of the City. Upon payment being made, and provided Consultant is not in breach of this Agreement, all Work Product shall be and remain the property of City without restriction or limitation upon its use or dissemination by City. Basic survey notes, sketches, charts, computations and similar data prepared or obtained by Consultant under this Agreement shall, upon request, be made available to City. None of the Work Product shall be the subject of any common law or statutory copyright or copyright application by Consultant. In the event of the return of any of the Work Product to Consultant or its representative, Consultant shall be responsible for its safe return to City. Under no Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 PSA with professional liability insurance (Design) Page 5 Last Revised: 01/11/2018 circumstances shall Consultant fail to deliver any draft or final designs, plans, drawings, reports or specifications to City upon written demand by City for their delivery, notwithstanding any disputes between Consultant and City concerning payment, performance of the contract, or otherwise. This covenant shall survive the termination of this Agreement. City’s reuse of the Work Product for any purpose other than the Project, shall be at City’s sole risk. 7.2. Assignment of Intellectual Property Interests: Upon execution of this Agreement and to the extent not otherwise conveyed to City by Section 7.1, above, the Consultant shall be deemed to grant and assign to City, and shall require all of its subcontractors to assign to City, all ownership rights, and all common law and statutory copyrights, trademarks, and other intellectual and proprietary property rights relating to the Work Product and the Project itself, and Consultant shall disclaim and retain no rights whatsoever as to any of the Work Product, to the maximum extent permitted by law. City shall be entitled to utilize the Work Product for any and all purposes, including but not limited to constructing, using, maintaining, altering, adding to, restoring, rebuilding and publicizing the Project or any aspect of the Project. 7.3 Title to Intellectual Property. Consultant warrants and represents that it has secured all necessary licenses, consents or approvals to use any instrumentality, thing or component as to which any intellectual property right exists, including computer software, used in the rendering of the Services and the production of the Work Product and/or materials produced under this Agreement, and that City has full legal title to and the right to reproduce any of the Work Product. Consultant shall defend, indemnify and hold City, and its elected officials, officers, employees, servants, attorneys, designated volunteers, and agents serving as independent contractors in the role of City officials, harmless from any loss, claim or liability to the extent related to a claim that City’s use is violating federal, state or local laws, or any contractual provisions, relating to trade names, licenses, franchises, patents or other means of protecting intellectual property rights and/or interests in products or inventions. Consultant shall bear all costs arising from the use of patented, copyrighted, trade secret or trademarked documents, materials, software, equipment, devices or processes used or incorporated in the Services and materials produced under this Agreement. In the event City’s use of any of the Work Product is held to constitute an infringement and any use thereof is enjoined, Consultant, at its expense, shall: (a) secure for City the right to continue using the Work Product by suspension of any injunction or by procuring a license or licenses for City; or (b) modify the Work Product so that it becomes non- infringing. This covenant shall survive the termination of this Agreement. 8. Status as Independent Contractor. Consultant is, and shall at all times remain as to City, a wholly independent contractor. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act as an agent of City. 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 officers, agents or employees are in any manner employees of City. Consultant shall pay all required taxes Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 PSA with professional liability insurance (Design) Page 6 Last Revised: 01/11/2018 on amounts paid to Consultant under this Agreement, and to defend, 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 shall fully comply with the workers’ compensation law regarding Consultant and Consultant’s employees. 9. Confidentiality. Consultant may have access to financial, accounting, statistical, and personnel data of individuals and City employees. Consultant covenants that all data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement are confidential and shall not be disclosed by Consultant without prior written authorization by City. City shall grant such authorization if applicable law requires disclosure. 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. This provision shall not apply to information in whatever form that is in the public domain, nor shall it restrict the Consultant from giving notices required by law or complying with an order to provide information or data when such an order is issued by a court, administrative agency or other legitimate authority, or if disclosure is otherwise permitted by law and reasonably necessary for the Consultant to defend itself from any legal action or claim. 10. Conflict of Interest. 10.1 Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which may be affected by the Services, or which would conflict in any manner with the performance of the Services. Consultant further covenants that, in performance of this Agreement, no person having any such interest shall be employed by it. Furthermore, Consultant shall avoid the appearance of having any interest, which would conflict in any manner with the performance of the Services. Consultant shall not accept any employment or representation during the term of this Agreement which is or may likely make Consultant “financially interested” (as provided in California Government Code §§1090 and 87100) in any decision made by City on any matter in connection with which Consultant has been retained. 10.2 Consultant further represents that it has not employed or retained any person or entity, other than a bona fide employee working exclusively for Consultant, to solicit or obtain this Agreement. Consultant has not paid or agreed to pay any person or entity, other than a bona fide employee working exclusively for Consultant, any fee, commission, gift, percentage, or any other consideration contingent upon the execution of this Agreement. Upon any breach or violation of this warranty, City shall have the right, at its sole and absolute discretion, to terminate this Agreement without further liability, or to deduct from any sums payable to Consultant hereunder the full amount or value of any such fee, commission, percentage or gift. 10.3 Consultant has no knowledge that any officer or employee of City has any interest, whether contractual, noncontractual, financial, proprietary, or otherwise, in this transaction or in the business of Consultant, and that if any such interest comes to the knowledge of Consultant at any time during the term of this Agreement, Consultant Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 PSA with professional liability insurance (Design) Page 7 Last Revised: 01/11/2018 shall immediately make a complete, written disclosure of such interest to City, even if such interest would not be deemed a prohibited “conflict of interest” under applicable laws as described in subsection 10.1. 11. Indemnification. 11.1 Design Professional Services. To the fullest extent permitted by law, the Consultant shall, at its sole cost and expense, indemnify, defend, and hold harmless the City, its elected officials, officers, attorneys, agents, employees, designated volunteers, successors, assigns and those City agents serving as independent contractors in the role of City officials (collectively “Indemnitees” in this Section 11.0), from and against any and all damages, costs, expenses, liabilities, claims, demands, causes of action, proceedings, judgments, penalties, liens, stop notices, and losses of any nature whatsoever, including fees of accountants and other professionals, and all costs associated therewith, and reimbursement of attorneys’ fees and costs of defense (collectively “Claims”), to the extent arising out of, pertaining to, or relating to, in whole or in part, the negligence, recklessness or willful misconduct of the Consultant, and/or its officers, agents, servants, employees, subcontractors, contractors or their officers, agents, servants or employees (or any entity or individual for which or whom the Consultant shall bear legal liability) in the performance of design professional services under this Agreement by a “design professional,” as the term is defined in California Civil Code § 2782.8(c). The indemnification obligation herein shall not in any way be limited by the insurance obligations contained in this Agreement. Notwithstanding the foregoing and as required by Civil Code § 2782.8(a), in no event shall the cost to defend the Indemnitees that is charged to Consultant exceed Consultant’s proportionate percentage of fault. 11.2 Other Indemnities. With respect to claims and liabilities which do not arise in connection with the performance of professional services by a “design professional”, as that term is defined in California Civil Code Section 2782.8(c), including, but not limited to, those claims and liabilities normally covered by commercial general and/or automobile liability insurance, and to the maximum extent permitted by law, Consultant shall, at its sole cost and expense, protect, defend, hold harmless and indemnify the Indemnitees from and against any and all damages, costs, expenses, liabilities, claims, demands, causes of action, proceedings, judgments, penalties, liens, stop notices, and losses of any nature whatsoever, including fees of accountants, attorneys and other professionals, and all costs associated therewith, and the payment of all consequential damages (collectively “Damages”), in law or equity, whether actual, alleged or threatened, which arise out of, pertain to, or relate to the acts or omissions of Consultant, its officers, agents, servants, employees, subcontractors, materialmen, suppliers, or contractors, or their officers, agents, servants or employees (or any entity or individual for which or whom Consultant shall bear legal liability) in the performance of this Agreement, except to the extent the Damages arise from the active or sole negligence or willful misconduct of any of the Indemnitees, as determined by final arbitration or court decision or by the agreement of the Parties. Consultant shall defend the Indemnitees in any action or actions filed in connection with any Damages with counsel Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 PSA with professional liability insurance (Design) Page 8 Last Revised: 01/11/2018 of the Indemnitees’ choice, and shall pay all costs and expenses, including all attorneys’ fees and experts’ costs as they are actually incurred in connection with such defense. Consultant shall reimburse the Indemnitees for any and all legal expenses and costs incurred by the Indemnitees in connection therewith. The indemnification obligation herein shall not in any way be limited by the insurance obligations contained in this Agreement. . 11.3 Nonwaiver of Rights. Indemnitees do not, and shall not, waive any rights that they may possess against Consultant because of the acceptance by City, or the deposit with City, of any insurance policy or certificate required pursuant to this Agreement. 11.4 Waiver of Right of Subrogation. Except as otherwise expressly provided in this Agreement, Consultant, on behalf of itself and all parties claiming under or through it, hereby waives all rights of subrogation against the Indemnitees, while acting within the scope of their duties, from all claims, losses and liabilities arising out of or incident to activities or operations performed by or on behalf of the Consultant. 11.5 Survival. The provisions of this Section 11 shall survive the termination of the Agreement and are in addition to any other rights or remedies which Indemnitees may have under the law. Payment is not required as a condition precedent to an Indemnitee’s right to recover under this indemnity provision, and an entry of judgment against Consultant shall be conclusive in favor of the Indemnitee’s right to recover under this indemnity provision. 12. Insurance. 12.1 Liability Insurance. Consultant shall procure and maintain in full force and effect for the duration of this Agreement, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the services hereunder by Consultant, and/or its agents, representatives, employees and subcontractors. 12.2 Minimum Scope of Insurance. Unless otherwise approved by City, coverage shall be at least as broad as: (1) Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001). (2) Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1 (any auto). (3) Worker’s Compensation insurance as required by the State of California, and Employer’s Liability Insurance. (4) Professional Liability insurance in a form approved by the City, having an extended reporting period of not less than three (3) years after completion of the Services which shall Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 PSA with professional liability insurance (Design) Page 9 Last Revised: 01/11/2018 provide protection against claims of professional negligence arising out of Consultant’s performance of the Services and otherwise complying with all applicable provisions of this Section 12. 12.3 Minimum Limits of Insurance. Consultant shall maintain limits no less than: (1) Commercial General Liability: $2,000,000 per occurrence for bodily injury, personal injury and property damage. Commercial General Liability Insurance with a general aggregate limit shall apply separately to this Agreement or the general limit shall be twice the required occurrence limit. (2) Automobile Liability: $2,000,000 per accident for bodily injury and property damage. (3) Employer’s Liability: $1,000,000 per accident and in the aggregate for bodily injury or disease and Workers’ Compensation Insurance in the amount required by law. (4) Professional Liability: $1,000,000 per claim/aggregate. (5) The Insurance obligations under this agreement shall be the greater of (i) the Insurance coverages and limits carried by the Contractor; or (ii) the minimum insurance requirements shown in this Agreement. Any insurance proceeds in excess of the specified limits and coverage required which are applicable to a given loss, shall be available to the City. No representation is made that the minimum insurance requirements of this Agreement are sufficient to cover the obligations of the Contractor under this Agreement. 12.4 Deductibles and Self-Insured Retentions. Any deductibles or self- insured retentions must be declared to and approved by the City and shall not reduce the limits of coverage. City reserves the right to obtain a full certified copy of any required insurance policy and endorsements. 12.5 Other Insurance Provisions. (1) The commercial general liability and automobile liability policies are to contain the following provisions on a separate additionally insured endorsement naming the City, its officers, officials, employees, designated volunteers and agents serving as independent contractors in the role of City officials as additional insureds as respects: liability arising out of activities performed by or on behalf of Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 PSA with professional liability insurance (Design) Page 10 Last Revised: 01/11/2018 Consultant; products and completed operations of Consultant; premises owned, occupied or used by Consultant; and/or automobiles owned, leased, hired or borrowed by Consultant. The coverage shall contain no limitations on the scope of protection afforded to City, its officers, officials, employees, designated volunteers or agents serving as independent contractors in the role of City officials which are not also limitations applicable to the named insured. (2) For any claims related to this Agreement, Consultant’s insurance coverage shall be primary insurance as respects City, its officers, officials, employees, designated volunteers and agents serving as independent contractors in the role of City or officials. Any insurance or self- insurance maintained by City, its officers, officials, employees, designated volunteers or agents serving as independent contractors in the role of City officials shall be excess of Consultant’s insurance and shall not contribute with it. (3) 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. (4) Each insurance policy required by this clause shall be endorsed to state that coverage shall not be canceled except after 30 days prior written notice by first class mail has been given to City (ten (10) days prior written notice for non-payment of premium). Consultant shall provide thirty (30) days written notice to City prior to implementation of a reduction of limits or material change of insurance coverage as specified herein. (5) Each insurance policy, required by this clause shall expressly waive the insurer’s right of subrogation against City and its elected officials, officers, employees, servants, attorneys, designated volunteers, and agents serving as independent contractors in the role of City officials. (6) Each policy shall be issued by an insurance company approved in writing by City, which is admitted and licensed to do business in the State of California and which is rated A:VII or better according to the most recent A.M. Best Co. Rating Guide. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 PSA with professional liability insurance (Design) Page 11 Last Revised: 01/11/2018 (7) Each policy shall specify that any failure to comply with reporting or other provisions of the required policy, including breaches of warranty, shall not affect the coverage required to be provided. (8) Each policy shall specify that any and all costs of adjusting and/or defending any claim against any insured, including court costs and attorneys' fees, shall be paid in addition to and shall not deplete any policy limits. (9) Contractor shall provide any and all other required insurance, endorsements, or exclusions as required by the City in any request for proposals applicable to this Agreement. 12.6 Evidence of coverage. Prior to commencing performance under this Agreement, the Consultant shall furnish the City with certificates and original endorsements, or copies of each required policy, effecting and evidencing the insurance coverage required by this Agreement including (1) Additional Insured Endorsement(s), (2) Worker’s Compensation waiver of subrogation endorsement, and (3) General liability declarations or endorsement page listing all policy endorsements. The endorsements shall be signed by a person authorized by the insurer(s) to bind coverage on its behalf. All endorsements or policies shall be received and approved by the City before Consultant commences performance. If performance of this Agreement shall extend beyond one year, Consultant shall provide City with the required policies or endorsements evidencing renewal of the required policies of insurance prior to the expiration of any required policies of insurance. 12.7 Contractor agrees to include in all contracts with all subcontractors performing work pursuant to this Agreement, the same requirements and provisions of this Agreement including the indemnity and insurance requirements to the extent they apply to the scope of any such subcontractor’s work. Contractor shall require its subcontractors to be bound to Contractor and City in the same manner and to the same extent as Contractor is bound to City pursuant to this Agreement, and to require each of its subcontractors to include these same provisions in its contract with any sub- subcontractor. 13. 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 that City might require. City shall compensate Consultant for any litigation support services in an amount to be agreed upon by the parties. 14. Termination. City shall have the right to terminate this Agreement at any time for any or no reason on not less than ten (10) days prior written notice to Consultant. In the event City exercises its right to terminate this Agreement, City shall pay Consultant for any services performed in accordance with the professional standard Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 PSA with professional liability insurance (Design) Page 12 Last Revised: 01/11/2018 of care prior to the effective date of the termination, provided Consultant is not then in breach of this Agreement. Consultant shall have no other claim against City by reason of such termination, including any claim for compensation. City may terminate for cause following a default remaining uncured more than five (5) business days after service of a notice to cure on the breaching party. Consultant may terminate this Agreement for cause upon giving the City ten (10) business days prior written notice for any of the following: (1) uncured breach by the City of any material term of this Agreement, including but not limited to Payment Terms; (2) material changes in the conditions under which this Agreement was entered into, coupled with the failure of the parties to reach accord on the fees and charges for any Additional Services required because of such changes. 15. Notices. Any notices, bills, invoices, or reports authorized or required by this Agreement shall be in writing and shall be deemed received on (a) the day of delivery if delivered by hand or overnight courier service during Consultant’s and City’s regular business hours; or (b) on the third business day following deposit in the United States mail, postage prepaid, to the addresses set forth in this Section, or to such other addresses as the parties may, from time to time, designate in writing pursuant to the provisions of this Section. All notices shall be addressed as follows: If to City: City of Rancho Cucamonga Engineering Services Department 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Attn: Miguel Sotomayor, Principal Civil Engineer If to Consultant: HR Green 1260 Corona Pointe Court, Suite 305 Corona, CA 92879 Attn: Timothy Hartnett, Vice President 16. Non-Discrimination and Equal Employment Opportunity. In the performance of this Agreement, Consultant shall not discriminate against any employee, subcontractor, or applicant for employment because of race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition, or sexual orientation. Consultant will take affirmative action to ensure that subcontractors and applicants are employed, and that employees are treated during employment, without regard to their race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition, or sexual orientation. 17. Assignment and Subcontracting. Consultant shall not assign or transfer any interest in this Agreement or subcontract the performance of any of Consultant’s obligations hereunder without City’s prior written consent. Except as provided herein, Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 PSA with professional liability insurance (Design) Page 13 Last Revised: 01/11/2018 any attempt by Consultant to so assign, transfer, or subcontract any rights, duties, or obligations arising hereunder shall be null, void and of no effect. 18 Compliance with Laws. Consultant shall comply with all applicable federal, state and local laws, ordinances, codes and regulations in force at the time Consultant performs the Services. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. If the Services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. The applicable prevailing wage rate determinations can be found at http://www.dir.ca.gov/dlsr/DPreWageDetermination.htm Consultant shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request, and shall post copies at the Consultant’s principal place of business and at the Project site. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 19. Non-Waiver of Terms, Rights and Remedies. Waiver by either party of any one or more of the conditions of performance under this Agreement shall not be a waiver of any other condition of performance under this Agreement. In no event shall the making by City of any payment to Consultant constitute or be construed as a waiver by City of any breach of covenant, or any default which may then exist on the part of Consultant, and the making of any such payment by City shall in no way impair or prejudice any right or remedy available to City with regard to such breach or default. 20. Attorney’s Fees. In the event that either party to this Agreement shall commence any legal action or proceeding to enforce or interpret the provisions of this Agreement, the prevailing party in such action or proceeding shall be entitled to recover its costs of suit, including reasonable attorney’s fees and costs of experts. 21. Exhibits; Precedence. All documents referenced as exhibits in this Agreement are hereby incorporated in this Agreement. In the event of any material discrepancy between the express provisions of this Agreement and the provisions of any document incorporated herein by reference, the provisions of this Agreement shall prevail. 22. Applicable Law and Venue. The validity, interpretation, and performance of this Agreement shall be controlled by and construed under the laws of the State of California. Venue for any action relating to this Agreement shall be in the San Bernardino County Superior Court. 23. Construction. In the event of any asserted ambiguity in, or dispute regarding the interpretation of any matter herein, the interpretation of this Agreement Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 PSA with professional liability insurance (Design) Page 14 Last Revised: 01/11/2018 shall not be resolved by any rules of interpretation providing for interpretation against the party who causes the uncertainty to exist or against the party who drafted the Agreement or who drafted that portion of the Agreement. 24. Entire Agreement. This Agreement consists of this document, and any other documents, attachments and/or exhibits referenced herein and attached hereto, each of which is incorporated herein by such reference, and the same represents the entire and integrated agreement between Consultant and City. This Agreement supersedes all prior oral or written negotiations, representations or agreements. This Agreement may not be amended, nor any provision or breach hereof waived, except in a writing signed by the parties which expressly refers to this Agreement. IN WITNESS WHEREOF, the parties, through their respective authorized representatives, have executed this Agreement as of the date first written above. Consultant Name: HR Green By: ______________________________ Name Date ______________________________ Title City of Rancho Cucamonga By:________________________________ Name Date _________________________________ Title By: ______________________________ Name Date ______________________________ Title City of Rancho Cucamonga By:________________________________ Name Date _________________________________ Title (two signatures required if corporation) Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 12/17/2025 | 1:59 PM CST Vice President/ President Muni Services 12/17/2025 | 2:30 PM CST Secretary 12/18/2025 | 7:01 AM PST Mayor/President PSA with professional liability insurance (Design) Page 15 Last Revised: 01/11/2018 Approval ____ Buyer II, Purchasing Alternate ____ Risk Management Coordinator EXHIBIT A SCOPE OF SERVICES REQUEST FOR QUALIFICATIONS Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 REQUEST FOR QUALIFICATIONS (“RFQUAL”) #25/26-500 FOR ACTING CITY SURVEYOR SERVICES City of Rancho Cucamonga Procurement Division 10500 Civic Center Drive Rancho Cucamonga, California 91730 Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 2 of 28 Table of Contents 1. OVERVIEW ............................................................................................................................................... 5 1.1. GENERAL BACKGROUND ............................................................................................................................. 5 1.2. PROPOSAL DELIVERY AND SCHEDULE OF EVENTS ............................................................................................. 5 1.3. DISCREPANCIES OR OMISSIONS .................................................................................................................... 6 1.4. CONTINGENCIES ........................................................................................................................................ 6 1.5. QUESTIONS AND CLARIFICATIONS ................................................................................................................. 6 1.6. DISPOSITION OF MATERIAL AND CONFIDENTIAL OR PROPRIETARY INFORMATION ................................................. 7 1.7. BRAND NAMES ......................................................................................................................................... 7 1.8. KNOWLEDGE OF REQUIREMENTS .................................................................................................................. 7 1.9. RESERVATION OF RIGHTS ............................................................................................................................ 7 1.10. CALIFORNIA'S PUBLIC RECORDS ACT ............................................................................................................. 8 2. MINIMUM REQUIREMENTS .......................................................................................................................... 9 2.1. BUSINESS LICENSE ...................................................................................................................................... 9 2.2. PREVAILING WAGES ................................................................................................................................... 9 2.3. REPRESENTATIVES ...................................................................................................................................... 9 2.4. EMPLOYEE CONDUCT................................................................................................................................ 10 3. RFQUAL RESPONSE FORMAT AND SUBMISSION REQUIREMENTS .......................................................................... 11 3.1. COVER LETTER / INTRODUCTION ................................................................................................................ 11 3.2. TABLE OF CONTENTS ................................................................................................................................ 11 3.3. PROJECT UNDERSTANDING AND APPROACH ................................................................................................. 11 3.4. QUALIFICATIONS AND EXPERIENCE .............................................................................................................. 12 3.5. PROJECT TEAM ........................................................................................................................................ 12 3.6. THIRD-PARTY / SUBCONTRACTORS ............................................................................................................. 12 3.7. PROPOSAL RESPONSE ............................................................................................................................... 13 3.8. EXHIBITS A THROUGH H ............................................................................................................................ 13 3.9. NON-DISCLOSURE CONFLICT OF INTEREST .................................................................................................... 13 3.10. PROFESSIONAL SERVICE AGREEMENT .......................................................................................................... 13 3.11. ACKNOWLEDGEMENT OF INSURANCE .......................................................................................................... 13 Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 3 of 28 3.12. ADDENDUM ACKNOWLEDGEMENT .............................................................................................................. 14 3.13. DEBARMENT AND SUSPENSION .................................................................................................................. 14 3.14. PARTICIPATION CLAUSE ............................................................................................................................ 14 3.15. SIGNATURE OF AUTHORITY ........................................................................................................................ 14 3.16. COMPANY REFERENCES............................................................................................................................. 15 3.17. PRICING ................................................................................................................................................. 15 3.18. TARIFF IMPACT VERIFICATION BEFORE ADJUSTMENTS .................................................................................... 15 3.19. INDEXED PRICING WITH MARKET BENCHMARKING ........................................................................................ 15 3.20. TARIff REFUND AND PRICE REDUCTION CLAUSE ............................................................................................ 15 4. PROJECT DESCRIPTION AND SCOPE OF SERVICES ............................................................................................... 15 4.1. PROJECT DESCRIPTION .............................................................................................................................. 15 4.2. SCOPE OF SERVICES .................................................................................................................................. 16 5. COMPENSATION AND PERFORMANCE PERIOD ................................................................................................. 17 6. EVALUATION AND CONSULTANT SELECTION PROCESS ........................................................................................ 17 6.1. INITIAL SCREENING ................................................................................................................................... 17 6.2. EVALUATION ACTIVITIES ........................................................................................................................... 17 6.3. REFERENCE CHECKS .................................................................................................................................. 18 6.4. PRESENTATIONS / ORAL BOARD INTERVIEWS ............................................................................................... 18 6.5. FINANCIAL DOCUMENTATION .................................................................................................................... 19 6.6. BEST AND FINAL OFFER ............................................................................................................................. 19 6.7. CONSULTANT SELECTION ........................................................................................................................... 19 6.8. LETTER OF INTENT TO AWARD .................................................................................................................... 19 “EXHIBIT A, CITY OF RANCHO CUCAMONGA CONFLICT OF INTEREST/NON-DISCLOSURE STATEMENT” ........ 20 “EXHIBIT B, PROFESSIONAL SERVICES AGREEMENT EXCEPTIONS SUMMARY” ............................................. 21 “EXHIBIT C, ACKNOWLEDGMENT OF INSURANCE REQUIREMENTS AND CERTIFICATION OF ABILITY TO PROVIDE AND MAINTAIN COVERAGES SPECIFIED” .................................................................................... 22 “EXHIBIT D, ADDENDUM ACKNOWLEDGEMENT” ....................................................................................... 23 “EXHIBIT E, DEBARMENT and SUSPENSION CERTIFICATION FORM” ............................................................ 24 “EXHIBIT F, PARTICIPATION CLAUSE” ......................................................................................................... 25 “EXHIBIT G, SIGNATURE OF AUTHORITY” ................................................................................................... 26 Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 4 of 28 “EXHIBIT H” REFERENCES WORKSHEET ...................................................................................................... 27 Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 5 of 28 1. OVERVIEW 1.1. GENERAL BACKGROUND The City of Rancho Cucamonga (hereinafter “City”) is inviting qualified Consultants (hereinafter “Consultant”) to submit a statement of qualifications response for Request for Statement of Qualifications (“RFQual”) #25/26- 500 for Acting City Surveyor Services in accordance with the minimum Scope of Services and Specifications indicated herein. Consultants wishing to participate in the RFQual solicitation must be registered as a Consultant on Planet Bids through the City website at https://www.cityofrc.us/your-government/procurement. Only those responses received from registered Consultants will be accepted. Responses must be submitted by the named Consultant that has downloaded the RFQual. Submitting a response under a Consultant name that does not appear to be on the Prospective Bidders list will be deemed as non-responsive and disqualify said response from further consideration. 1.2. PROPOSAL DELIVERY AND SCHEDULE OF EVENTS Complete RFQual responses must be received electronically via Planet Bids prior to the due date and time specified in the below Schedule of Events. Please note, there will be no paper responses accepted. The City shall not be responsible for any delays by transmission errors. Schedule of Events Event Description Date & Time Post RFQual August 4, 2025 Questions Due August 20, 2025, 10:00 am Addendum Issued August 27, 2025 RFQual Response Due Date September 10, 2025, 10:00 am Evaluation Process September 15, 2025 – October 2, 2025 Short List Letter Issued October 9, 2025 Oral Board & Presentation (if needed) TBD Letter of Intent to Award TBD Contract Award Date TBD (The City reserves the right to change schedule of events without prior notice or responsibility to Consultant.) Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 6 of 28 1.3. DISCREPANCIES OR OMISSIONS Consultants finding discrepancies or omissions in the RFQual or having any doubts as to the meaning or intent of any part thereof shall submit such questions or concerns in writing electronically via Planet Bids. The City bears no responsibility for oral instructions or representations. Addenda to this RFQual shall be considered a part of this RFQual and shall become part of any final Contract that may be derived from this RFQual. 1.4. CONTINGENCIES This RFQual should not be considered as a contract to purchase goods or services but is a Request for Qualifications in accordance with the terms and conditions herein and will not necessarily give rise to a Contract. However, RFQual responses should be as detailed and complete as possible to facilitate the formation of a contract based on the RFQual response(s) that are pursued should the City decide to do so. Completion of this RFQual form and its associated appendices are a requirement. Failure to do so may disqualify your RFQual response submittal. Consultants must submit signed RFQual responses by the due date and time as specified herein. Consultants will be considered non-responsive if the above requirements are not submitted as requested. Any scope of services, contingencies, special instruction and/or terms and conditions applicable to this RFQual and any purchase order derived thereafter shall be effective as of the issue date of a purchase order for the requested work (the “Effective Date”), and shall remain in full force and effect until sixty (60) days after the City has accepted the work in writing and has made final payment, unless sooner terminated by written agreement signed by both parties. 1.5. QUESTIONS AND CLARIFICATIONS All questions or clarification requests must be submitted directly through the City’s bid system no later than the due date and time indicated in the above Schedule of Events. Answers and/or clarifications will be provided in the form of an Addendum and will be posted for download from the City ’s bid system in accordance with the above “Schedule of Events”. From the issuance date of this RFQual until a Consultant is awarded, Consultants are not permitted to communicate with any City staff or officials regarding this procurement, other than during interviews, demonstrations, and/or site visits, except at the direction of Ruth Cain, P rocurement Manager, the designated representative of the City of Rancho Cucamonga. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 7 of 28 1.6. DISPOSITION OF MATERIAL AND CONFIDENTIAL OR PROPRIETARY INFORMATION All materials submitted in response to this RFQual solicitation will become the property of the City and will be returned only at the City ’s option and at the expense of the Consultant submitting the RFQual response. A copy of the RFQual response will be retained for official files and become a public record. Any material that a Consultant considers as confidential but does not meet the disclosure exemption requirements of the California Public Records Act may be made available to the public regardless of a notation or markings of confidentiality or otherwise. 1.7. BRAND NAMES Any reference to brand names and/or numbers in the solicitation is intended to be descriptive, but not restrictive, unless otherwise specified. RFQual responses offering equivalent items meeting the standards of quality specified may be considered, unless other specified, providing the RFQual response clearly describes the article offered and how it differs from the referenced brand. Unless a Consultant specifies otherwise, it is understood that the Consultant is offering a referenced brand item as specified in the solicitation. The City reserves the right to determine whether a substitute offer is equivalent to and meets the standards of quality indicated by the brand name references, and the City may require the supply of additional descriptive material and a sample. 1.8. KNOWLEDGE OF REQUIREMENTS The Consultant shall carefully review all documents referenced and made a part of the solicitation document to ensure that all information required to properly respond has been submitted or made available and all requirements are priced in the RFQual response. Failure to examine any documents, drawings, specifications, or instructions will be at the Consultant’s sole risk. Consultants shall be responsible for knowledge of all items and conditions contained in their RFQual responses and in this RFQual, including any City issued clarifications, modifications, amendments, or addenda. The City will provide notice of any changes and clarifications to perspective Consultants by way of addenda to Planet Bids; however, it is the Consultant’s responsibility to ascertain that the RFQual response includes all addenda issued prior to the RFQual due date. 1.9. RESERVATION OF RIGHTS The issuance of this RFQual does not constitute an agreement by the City that any contract will be entered by the City. The City expressly reserves the right at any time to: • Waive or correct any defect or informality in any response, RFQual, or RFQual procedure. • Reject any or all RFQual. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 8 of 28 • Reissue a Request for RFQual • Prior to submission deadline for RFQual, modify all or any portion of the selection procedures, including deadlines for accepting responses, the specifications or requirements for any materials, equipment, or services to be provided under this RFQual, or the requirements for contents or format of the RFQual. • The City recognizes that price is only one of several criteria to be used in judging a product or service, and the City is not legally bound to accept the lowest RFQual response. • The City reserves the right to conduct pre-award discussions and/or pre-Contract negotiations with any or all responsive and responsible Consultants who submit RFQual responses. • Procure any materials, equipment or services specified in this RFQual by any other means. • Determine that no project will be pursued. • The City reserves the right to inspect the Consultant’s place of business prior to award or at any time during the contract term or any extension thereof, to determine the Consultant’s capabilities and qualifications. 1.10. CALIFORNIA'S PUBLIC RECORDS ACT The City complies with the California Public Records Act, Government Code Section 6250 et seq, Public records are open to inspection always during the office hours of the state or local agency and every person has a right to inspect any public record, except as hereafter provided. Any reasonably segregable portion of a record shall be available for inspection by any person requesting the record after deletion of the portions that are exempted by law. Neither an RFQual in its entirety, nor proposed prices shall be considered confidential and proprietary. Notwithstanding the foregoing, companies are hereby notified that all materials submitted in response to this RFQual are subject to California's Public Records Act. The City 's receipt, review, evaluation or any other act or omission concerning any such information shall not create an acceptance by the City or any obligation or duty to prevent the disclosure of any such information except as required by Government Code S ection 6253. Companies who submit information they believe should be exempt from disclosure under the Public Records Act shall clearly mark each document as confidential, proprietary, or exempt, and state the legal basis for the exemption with supporting citations to the California Code. Pursuant to California Law, if the information is requested under the Public Records Act, the City shall make a final determination if any exemption exists for the City to deny the request and prevent disclosure. The City will withhold such information from public disclosure under the Public Records Act only if the City determines, in its sole discretion, that there is a legal basis to do so. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 9 of 28 2. MINIMUM REQUIREMENTS 2.1. BUSINESS LICENSE A selected Consultant awarded a contract shall be required to obtain a Rancho Cucamonga Business License no later than five (5) business days from notification of award prior to being issued a Purchase Order. A selected Consultant must possess and maintain all appropriate licenses/certifications necessary in the performance of duties required under this RFQual and will provide copies of licenses/certifications immediately upon request throughout the term of the Contract. 2.2. PREVAILING WAGES Where labor is required for a public work as a part of any requirement covered by this RFQual, pursuant to the provisions of the Labor Code of the State of California and/or the federal Davis-Bacon Act, a selected Consultant(s) shall pay no less than those minimum wages unless an exemption applies. In certain cases, an exemption from the prevailing wage requirement may apply to the scope of work. (See Cal. Labor Code § 1720(c)(1), (5); 42 USC § 5310(a). However, the City makes no representations in this RFQual that such an exemption will apply or that prevailing wages will not be required for a scope of work covered by this RFQual. 2.3. REPRESENTATIVES Should a selected Consultant require the services of a third-party to complete the Scope of Services indicated in this RFQual, the awarded Consultant will not assign, transfer, convey or otherwise dispose of the contract or its right, title, or interest in or to the same, or any part thereof. Any attempt by the awarded Consultant to so assign, transfer, or subcontract any rights, duties, or obligations arising hereunder shall be null, void and of no effect. The awarded Consultant shall be solely responsible for the satisfactory work performance of all personnel engaged in performing the Services including Consultants subcontractor. All Services shall be performed by the awarded Consultant or under the awarded Consultant’s direct supervision, and all personnel shall possess the qualifications, permits, and licenses required by state and local law to perform such services. The awarded Consultant shall be responsible for payment of all employees’ and subcontractors’ wages and benefits and shall comply with all requirements pertaining to employer’s liability, workers’ compensation, unemployment insurance, and Social Security. By its execution of this Agreement, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code that require every employer to be insured against liability for Worker's Compensation or to undertake self -insurance in accordance with the provisions of that Code and agrees to comply with such provisions before commencing the performance of the services. In case of default by the Consultant, the City may take the following actions which shall include but not be limited to; cancellation of any purchase order, procurement of the articles or service from other sources and Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 10 of 28 may deduct from unpaid balance due to the Consultant, or may bill for excess costs so paid, and the prices paid by the City shall be considered the prevailing market prices paid at the time such purchase is made, withholding of payment until final resolution. Cost of transportation, handling, and/or inspection on deliveries, or Consultants for delivery, which do not meet specifications, will be for the account of the Consultant. City Representative: For the purposes of this Agreement, the contract administrator and City ’s representative shall be Miguel Sotomayor, or such other person as designated in writing by City (“City ’s Representative”). It shall be the Consultant’s responsibility to assure that City ’s Representative is kept informed of the progress of the performance of the services, and the Consultant shall refer any decisions that must be made by City-to-City Representative. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the City Representative. Consultant Representative: The response to this RFQual shall designate the representative of the Consultant authorized to act in its behalf with respect to the services specified herein and make all decisions in connection therewith (“Consultant’s Representative”). It is expressly understood that the experience, knowledge, capability, and reputation of the Consultant’s Representative will be a substantial inducement for City to enter into an Agreement with the Consultant. Therefore, the Consultant’s Representative shall be responsible during the term of any Agreement for directing all activities of Consultant and devoting enough time to personally supervise the services hereunder. The successful Consultant may not change the Consultant’s Representative without the prior written approval of City ’s Representative. 2.4. EMPLOYEE CONDUCT All Consultant personnel must observe all City regulations in effect at the location where the Services are being conducted. While on City property, the Consultant’s personnel shall be subject to oversight by City staff. Under no circumstances shall the Consultant’s or Consultant’s sub-contractor personnel be deemed as employees of the City. Consultant or Consultant’s subcontractor personnel shall not represent themselves to be employees of the City. Consultant's personnel will always make their best efforts to be responsive, polite, and cooperative when interacting with representatives of the City and City employees. The Consultant's personnel shall be required to work in a pleasant and professional manner with City employees, outside Consultants, and the public. Nothing contained in this RFQual shall be construed as granting the Consultant the sole right to supply personal or contractual services required by the City or without the proper City approval and the issuance of a Purchase Order. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 11 of 28 3. RFQUAL RESPONSE FORMAT AND SUBMISSION REQUIREMENTS Completion of this RFQual form and its associated Exhibits are a requirement. To be considered responsive and evaluate RFQual responses fairly and completely Consultants must comply with the format and submission requirements set out in this RFQual, and provide all information requested. Failure to comply with this instruction will deem said RFQual response as non-responsive and will not receive further consideration in the evaluation process. If only one RFQual response is received, the City reserves the right to discard the response, re-bid or proceed with an RFQual review and negotiations. RFQual responses are due on the date and time indicated in the above schedule of events. Submittals shall be submitted electronically via Planet Bids; no paper RFQual responses will be accepted. RFQual responses must include the information required by this RFQual. There is a maximum page limit of 20 pages for this RFQual not inclusive of required Exhibits. 3.1. COVER LETTER / INTRODUCTION RFQual responses must include a cover letter including the Consultants business name and address of Consultant and the name, mailing address, and telephone number of the contact person regarding the RFQual response. The cover letter shall condense and highlight the contents of the Consultant’s RFQual response to provide the Evaluation Committee with a broad understanding of the Consultant’s approach, proposal, experience, and staffing. A signature by an authorized representative must be included on each RFQual response. Said signature will be considered confirmation of the Consultant’s ability and willingness to comply with all provisions stated herein. 3.2. TABLE OF CONTENTS The Table of Contents must be a comprehensive listing of the contents included in your RFQual response. This section must include a clear definition of the material, exhibits and supplemental information identified by sequential page numbers and by section reference numbers. Each section of the RFQual response will be separated by a title page at the beginning of each section. 3.3. PROJECT UNDERSTANDING AND APPROACH Outline the Consultant’s understanding of the project and any potential challenges or delays you foresee and ways to overcome these challenges. Describe the Consultant’s proposed approach to the scope of services listed in this RFQual. Include a full, detailed task breakdown that outlines assumptions and deliverables clearly for each task. Consultants may include options or enhancements to the scope of work for the City’s consideration. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 12 of 28 3.4. QUALIFICATIONS AND EXPERIENCE To be considered for this project, the Consultant must have a minimum of five (5) years of experience developing, fully implementing, and/or performing similar Scope of Work. The Consultant shall demonstrate their qualifications, experience, expertise, and capability to perform the requirements of this RFQual. Provide an overview of the Consultant’s qualifications and experience, including. • The number of years in business, main business focus, locations that will primarily support the project. • If the firm is involved in any pending litigation that may affect its ability to provide its proposed solution or ongoing maintenance or support of its products and services. • A statement as to whether your firm is an individual proprietorship, partnership, corporation, or private nonprofit firm, and the date your company was formed or incorporated. • Five projects with a similar scope of work completed within the last five years. Must include the project scope of work, Consultant’s team members that worked on the project, and timeline of the project delivery. • The Consultant shall provide additional information as necessary for the City to consider in the evaluation of the submitted proposal. 3.5. PROJECT TEAM This section should introduce the key staff that the firm commits to the project. A proposed Organization Chart shall be included. Submit the resumes of the individuals who will be performing the services for the City. Resumes shall include the following information: • Project Role, • Length of time with the Company, • Years of Experience, • Licenses, registrations, and certifications as required by law to perform the Scope of Work described herein, • Educational background, • Experience with the minimum requirements stated herein, • Work history on similar or like projects with the other municipalities. 3.6. THIRD-PARTY / SUBCONTRACTORS If the Consultant intends to subcontract any portion of the work, a detailed list of any subcontractors, partners, or third-party Consultants who will be involved in the implementation of the proposed services should be included in this section. Information provided on subcontractors Consultants shall include: • Description of subcontractor’s role in the project. • Description of the Consultant’s experience with each of the proposed subcontractors, Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 13 of 28 • Resumes with the same format as specified above for the key team members of the subcontracting team, • Three (3) customer references for each subcontractor to include references names, addresses, and telephone numbers, for products and services like those described in this RFQual. 3.7. PROPOSAL RESPONSE Under this section Consultants shall provide a full, detailed response to the City ’s Scope of Services listed herein. Consultants should be as thorough as possible in their response as it may be the only opportunity to convey information regarding your business, ability, and qualifications to complete the services needed. 3.8. EXHIBITS A THROUGH H The following named Exhibits A through H are a requirement and must be complete and signed where required. Exhibits are not to be included in your proposal response. All referenced Exhibits must be submitted in Planet Bids system under the Response Types, Exhibits A – G. Failure to comply with this instruction will deem your RFQual submittal as non-responsive. 3.9. NON-DISCLOSURE CONFLICT OF INTEREST Specify any possible conflicts of interest with your current clients or staff members and the City. A signed “Exhibit A, Conflict of Interest and Non-Disclosure Agreement” included herein must be submitted under the Planet Bid Response Types, Exhibits A – G. 3.10. PROFESSIONAL SERVICE AGREEMENT In addition to the acceptance of the City ’s Terms and Conditions, the successful Consultant will be required to enter into a Professional Services Agreement (“PSA”) with the City, a “Sample” of which is attached in the City’s bid system for review. All requirements of said PSA must be completed by the successful Consultant and signed by both applicable parties prior to any services being rendered. This RFQual sets forth some of the general provisions which may be included in the final PSA. In submitting a response to this RFQual, Consultant will be deemed to have agreed to each clause unless otherwise indicated in “Exhibit B, Professional Services Agreement Exceptions Summary” and the City agrees to either accept the objection or deviation or change the PSA language in writing. Failure to raise any objections at the time of this RFQual response submittal will result in a waiver of objection to any of the contractual language in the PSA at any other time. The signed Exception Summary must be submitted in Planet Bids system under the Response Types tab “Exhibits A – G”. 3.11. ACKNOWLEDGEMENT OF INSURANCE Consultants must meet all insurance requirements as outlined in the Professional Services Agreement. Ability to comply with said requirements must be indicated with signature of “Exhibit C, Acknowledgement of Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 14 of 28 Insurance Requirements and Certification of Ability to Provide and Maintain Coverages Specified”. The awarded Consultant will be responsible for providing the required Certificates of Insurance and must be the Named Insured on the Certificates. Certificates of Insurance from any other entity other than the awarded Consultant, will not be accepted. The signed Acknowledgement of Insurance must be submitted under the Planet Bid Response Types, Exhibits A – G. 3.12. ADDENDUM ACKNOWLEDGEMENT The Consultant shall hereby acknowledge they have received all posted Addendums, if any. It is the Consultant’s responsibility to log into the Bid System to identify and download the number of addenda that have been posted. Addenda issued in correspondence to this RFQual shall be considered a part of this RFQual and shall become part of any final Contract that may be derived from this RFQual. Consultants must indicate their acknowledgement of any Addendums by way of signature on “Exhibit D, Addendum Acknowledgement” and must be submitted under the Planet Bid Response Types, Exhibits A – G. 3.13. DEBARMENT AND SUSPENSION Bidding Consultants must verify by way of signature to “Exhibit E, Consultant Certification Form” that they are not listed on the governmentwide exclusions in the System for Award Management (SAM), in accordance with the guidelines under 2 CFR 200 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), and that neither Consultant nor any of its proposed subcontractors are tax delinquent with the State of California. The signed exhibit must be submitted under the Planet Bid Response Types, Exhibits A – G. 3.14. PARTICIPATION CLAUSE Consultants shall provide a completed “Exhibit F, Participation Clause”, must be submitted under the Planet Bid Response Types, Exhibits A – G. This will indicate a Consultants agreement to or not to allow other entities to utilize the RFQual response and awarded contract as a piggyback option. 3.15. SIGNATURE OF AUTHORITY “Exhibit G”, Signature of Authority must be submitted under the Planet Bid Response Types, Exhibits A – G. Unsigned RFQual responses will not be accepted. The Signature of Authority declares that the Consultant has carefully examined the instruction indicated herein including all terms and condition and specifications, and hereby proposes and agrees, if the Consultants RFQual response is accepted, Consultant agrees to furnish all material in accordance with the instruction and specifications in the time and manner prescribed for the unit cost amounts set forth in the Consultants RFQual response. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 15 of 28 3.16. COMPANY REFERENCES Provide a minimum of four (4) references, preferably with other municipalities in which similar services are being performed. References must be for work performed or completed within the past three (3) years. “Exhibit H, Reference Worksheet”, must be complete and uploaded into the Planet Bid system under the “Response Type” section identified as “Exhibit H”. While the Reference Worksheet accompanies your RFQual response it is not to be discussed in any other area of the RFQual response other than the “Response Type, Exhibit H” in Planet Bids. 3.17. PRICING There is no pricing/cost element included in this RFQual. The RFQual review and Consultant Interview/Presentation (if necessary) will produce a list of qualified Consultants that will then be requested to submit their rate sheets. Pricing should not be discussed anywhere in any responses submitted at this time including samples of other pricing scenarios for sample or other projects. Failure to comply with required format and/or instruction will cause Consultants RFQual response to be considered as non-responsive and be eliminated from proceeding any further in the process. 3.18. TARIFF IMPACT VERIFICATION BEFORE ADJUSTMENTS “Suppliers requesting price increases due to tariff changes must provide detailed cost breakdowns, including the original tariff rates and the new imposed rates, supplier invoices, and other supporting documentation. The agency reserves the right to audit supplier records to verify tariff-related costs. Any unverified or excessive increases shall not be accepted.” 3.19. INDEXED PRICING WITH MARKET BENCHMARKING The agency may request a review of contract pricing at any time during the contract term to determine if the pricing remains consistent with current market conditions. If tariff rates decrease or if market conditions indicate a reduction in the total cost of materials, the agency reserves the right to request a price adjustment. 3.20. TARIff REFUND AND PRICE REDUCTION CLAUSE Should tariffs be reduced or removed during the contract term, the contractor shall pass the cost savings on to the agency through an equivalent price reduction. The contractor must notify the agency within 30 days of any tariff reduction and submit revised pricing accordingly." 4. PROJECT DESCRIPTION AND SCOPE OF SERVICES 4.1. PROJECT DESCRIPTION Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 16 of 28 The City’s Engineering Services Department is seeking qualifications from firms desiring to provide Acting City Surveyor services primarily for land development projects but may also provide support for City projects as necessary. The City envisions the Acting City Surveyor as an extension of staff and will require a minimum number of hours of on-site presence to provide staff with support as well as exposure to, and the ability t o learn about, best surveying practices. 4.2. SCOPE OF SERVICES The following list of possibly needed surveyor services is not exhaustive. It does, however, include the tasks that are most likely to be requested. To be eligible for consideration, the Proposers must provide evidence of experience and proficiency in a majority of the listed tasks. 4.2.1. TASKS GENERALLY ASSOCIATED WITH THE CITY SURVEYOR: • Research and review title issues on properties subject to development or improvement referencing documents provided by developers and/or owners. • Review the land surveying aspects of tentative maps for conformance with City standards as part of the City’s entitlement process. • Review final maps and parcel maps for conformance with the Subdivision Map Act, adopted City zoning, approved Conditions of Approval, and/or accepted industry practice. Provide stamp and signature on said map as the city surveyor prior to map recordation. • Review Lot Line Adjustment, Parcel Merger, and/or easement plat maps, legal descriptions, and math closure calculations for technical accuracy. • Communicate identified issues in clear, concise writing to City staff and/or the developer’s or owner’s design professionals. • Ability to take on work with short notice or under time constraints. • All other work prescribed by California Government Code §66451.1(b). 4.2.2. ON-SITE PRESENCE • The selected City Surveyor shall be available in-person at City Hall offices not less than 5 hours per week, to attend project meetings, review data, and/or provide clarification and support for staff regarding survey topics. • The Surveyor will be required to collaborate with City staff, engineers, other surveyors, and or developers during these in-person office days. 4.2.3. STAFF TRAINING AND WORKSHOPS • The surveyor shall provide training workshops to staff on key surveying topics to increase the team’s understanding of essential surveying concepts and practices. • At least four initial workshops for the calendar year of the contract term should be anticipated. • The City Surveyor should also be prepared to provide ongoing support for any questions or clarifications related to surveying during and after the training sessions. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 17 of 28 • Topics for Training and Workshops may include but not be limited to: o Easements: Understanding the legal aspects of easements and how they impact land use and development. o Legal and Plat Reviews: Educating staff on how to review legal documents, plats, and maps for accuracy and compliance. o Subdivision Maps: Instruction on interpreting and preparing subdivision maps and the implications of subdividing land. o Surveying Technology & Tools: Overview of modern surveying equipment and technology such as GPS, total stations, and drones. 4.2.4. OPPORTUNITY FOR CITY STAFF TO GAIN SURVEYING EXPERIENCE • The surveyor shall provide an opportunity for City staff, working towards obtaining their land surveyor license, to gain qualified experience under the supervision of a licensed surveyor. • The surveyor will allow City staff to accompany the licensed surveyor on fieldwork and assist in other aspects of the surveying process as part of a mentoring program, helping them accumulate the necessary experience hours required for licensure. • The surveyor should outline how this mentorship program will be structured and how much hands - on experience the City staff will gain. 5. COMPENSATION AND PERFORMANCE PERIOD Map/Plan Check will be paid to consultant at up to 65% of City’s established fees. These fees include initial plan check and two re-checks. All time and materials related to plan check on land development projects shall be billed as part of the 65% allocation of plan check fees collected by the City for the project. Time spent on other tasks (during city hall office hours or off-site) shall be billed at the agreed upon hourly rates. It is the City’s intent to award a contract for the Scope of Services listed in this RFQual for a period of three (3) years, with up to two (2) additional one-year options to be awarded at the sole discretion of the City upon satisfactory performance of previous work as determined by City staff. 6. EVALUATION AND CONSULTANT SELECTION PROCESS 6.1. INITIAL SCREENING All RFQual responses will undergo an initial review to determine responsiveness to the instructions herein. Those RFQual responses initially determined to be responsive by meeting the RFQual requirement as indicated herein will proceed to the next phase of the evaluation process. 6.2. EVALUATION ACTIVITIES RFQual responses deemed as having met the standard RFQual requirements as indicated herein are then evaluated by an Evaluation Committee. The RFQual submittals are scored and assigned a ranking of zero (0) Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 18 of 28 through ten (10), ten being the highest possible score . The following criteria have been assigned percentages that the criteria will be scored against, based upon but not limited to the following evaluation criteria factors: Criteria Criteria Description Assigned Percentage Conformance to the specified RFQual format 10 Proposed Acting City Surveyor experience and expertise 35 Experience and demonstrated ability to work with City staff and other stakeholders 15 Project Team experience, and ability to deliver quality products on schedule, including work on short notice and under time constraints 15 Extent to which the Consultants services or goods meet the City ’s needs as outlined in the Scope of Services 25 6.3. REFERENCE CHECKS If determined to be required reference checks are conducted by the Procurement Division and the requesting department may or may not be present during the process. The reference checks may be conducted by phone with the information being scribed or conducted by a written form, submitted to the Consultant’s reference contact. Reference contacts will be asked several predetermined questions for response and to provide a score from one (1) to ten (10), ten being the highest. Scores are then tabulated and ad ded to the spreadsheet with the criteria scores. It is imperative that Consultants provide up to date and accurate information regarding contact information for reference checks. All scores are then tabulated into the final Consultant ranking. Evaluators do not see the Consultant References or pricing line items. The proposed pricing is evaluated by the Procurement Division during the initial review of the RFQual response, only to ensure that the proposed cost is not over the City ’s budgeted amount or Not-to-Exceed amount for the project. 6.4. PRESENTATIONS / ORAL BOARD INTERVIEWS Upon completion of the RFQual evaluations and data analysis, and only, if necessary, selected top ranked Consultants will be provided an opportunity to interview and conduct a demonstration or presentation to further expand on their RFQual response. Consultant interviews/demonstrations are scored and assigned a ranking of zero (0) through ten (10), ten being the highest possible score, based upon but not limited to the evaluation criteria factors as stated within the RFQual. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 19 of 28 6.5. FINANCIAL DOCUMENTATION Consultants that proceed to the short-list may be required to submit financial documentation as proof of its firm’s financial stability and strength. A financial review will be conducted by the City Finance Department. Should a Consultant wish for its financial documentation to be treated as proprietary or be returned upon completion of the review, the documentation must clearly be marked as such. The following documentation will be required of each Consultant on the short-list: • A copy of the Consultant’s most recent annual report. • Audited (by a third party), balance sheets and income statements for the past three (3) years. • If audited data is not available, Consultant shall submit copies of complete tax returns for the past three (3) years. • Describe any regulatory censure and past or pending litigation related to services provided by the Consultant. • Indicate all applicable information regarding Consultant ownership changes in the last three (3) years. 6.6. BEST AND FINAL OFFER Upon completion of Consultant presentations, the City reserves the right to conduct pre-award discussions and/or pre-contract negotiations with all or only top ranked Consultants. At which time the City may request a Best and Final Offer to be submitted from one or all finalists. 6.7. CONSULTANT SELECTION The final Consultant selection is based on which Consultant is the most responsive, meeting the City ’s requirements. The City is not obligated to award to the lowest price proposal. The City may conduct negotiations with several Consultants simultaneously. The City may also negotiate contract terms with the selected Consultants prior to award. The City, at its sole discretion, reserves the right, unless otherwise stated, to accept or reject all or any RFQual responses, or any part thereof, either separately or to waive any informality and to split or make the award in any manner determined to be in the best interest of the City. 6.8. LETTER OF INTENT TO AWARD After a final Consultant selection is determined, a Letter of Intent to Award (LOI) will be posted for review by all participating, responsive Consultants. Negotiations shall be confidential and not subject to disclosure to competing Consultants unless an agreement is reached. If contract negotiations cannot be concluded successfully, City may negotiate a contract with the next highest scoring Consultant or withdraw the RFQual entirely. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 20 of 28 “EXHIBIT A, CITY OF RANCHO CUCAMONGA CONFLICT OF INTEREST/NON-DISCLOSURE STATEMENT” It is the policy of the City to prevent personal or organizational conflict of interest, or the appearance of such conflict of interest, in the award and administration of City Contracts, including, but not limited to Contracts for Professional Services Agreements (“PSA”) with potential Consultants. I do not have specific knowledge of confidential information regarding RFQual responses received in response to the Request for Qualifications (“RFQual”) #25/26-500 for Acting City Surveyor Services. I agree not to disclose or otherwise divulge any information pertaining to the contents, status, or ranking of any RFQual response to anyone. I understand the terms and "disclose or otherwise divulge" to include, but are not limited to, verbal conversations, written correspondence, reproduction of any part or any portion of any RFQual response, or removal of same from designated areas. I, the undersigned, hereby certify that the following statements are true and correct and that I understand and agree to be bound by commitments contained herein. ______________________________________ (Print Name) ______________________________________ (Relationship to the City) ______________________________________ (Relationship to the Consultants) ______________________________________ (Signature) ______________________________________ (Date) Exhibits are not to be included in your bid response. All referenced Exhibits must be submitted in Planet Bids system under the Response Types, Exhibits A – G. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 21 of 28 “EXHIBIT B, PROFESSIONAL SERVICES AGREEMENT EXCEPTIONS SUMMARY” Mark the appropriate choice, below: _____ Consultants accepts the PSA without exception. OR _____ Consultants proposes exceptions to the PSA. Summarize all exceptions on a separate document. Enclose a written summary of each change and title as “Exception Summary”, which shall include the Consultants’ rationale for proposing each such exception. Each exception must be labeled with the Section number in the PSA. Failure to properly reference exceptions in the submitted summary may deem the response as non-responsive. ___________________________________ Signature ___________________________________ Printed Name ___________________________________ Title ___________________________________ Date Exhibits are not to be included in your bid response. All referenced Exhibits must be submitted in Planet Bids system under the Response Types, Exhibits A – G. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 22 of 28 “EXHIBIT C, ACKNOWLEDGMENT OF INSURANCE REQUIREMENTS AND CERTIFICATION OF ABILITY TO PROVIDE AND MAINTAIN COVERAGES SPECIFIED” I, _______________________________ the ______________________________________________ (President, Secretary, Manager, Owner or Representative) of __________________________________________________________________, certify that the (Name of Company, Corporation or Owner) Specifications and General Provisions regarding insurance requirements as stated within the Professional Services Agreement (PSA), for the Purchase Contract designated Request for Qualifications (“RFQual”) #25/26- 500 for Acting City Surveyor Services have been read and understood and that our Consultants is able to provide and maintain the coverage as specified in the PSA. Failure to provide said coverage, upon request to finalize the PSA prior to award shall be enough cause for immediate disqualification of award. Failure to maintain said coverage shall result in termination of the contract. ___________________________________ Signature ___________________________________ Printed Name ___________________________________ Title ___________________________________ Date Exhibits are not to be included in your bid response. All referenced Exhibits must be submitted in Planet Bids system under the Response Types, Exhibits A – G. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 23 of 28 “EXHIBIT D, ADDENDUM ACKNOWLEDGEMENT” The Consultants hereby acknowledges the following Addenda Number(s) to this RFQual have been received, if any. Consultants understand failure to acknowledge any addenda issued may cause the RFQual response to be considered non-responsive. It is the Consultants’ responsibility to log into the Bid System to identify and download the number of addenda that have been posted. • __________________ • __________________ • __________________ • __________________ ___________________________________ Signature ___________________________________ Printed Name ___________________________________ Title ___________________________________ Date Exhibits are not to be included in your bid response. All referenced Exhibits must be submitted in Planet Bids system under the Response Types, Exhibits A – G. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 24 of 28 “EXHIBIT E, DEBARMENT and SUSPENSION CERTIFICATION FORM” I certify that neither _____________________________ (Consultant) nor any of its proposed subcontractors are not currently listed on the governmentwide exclusions in the System for Award Management (SAM), in accordance with the guidelines under 2 CFR 200 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), and that neither Consultant nor any of its proposed subcontractors are tax delinquent with the State of California. I acknowledge that if Consultants or any of its subcontractors subsequently are placed under suspension or debarment by a local, state, or federal government entity, or if Consultants or any of its subcontractors subsequently become delinquent in California taxes, our Proposal will be disqualified. ___________________________________ Signature ___________________________________ Printed Name ___________________________________ Title ___________________________________ Date Exhibits are not to be included in your bid response. All referenced Exhibits must be submitted in Planet Bids system under the Response Types, Exhibits A – G. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 25 of 28 “EXHIBIT F, PARTICIPATION CLAUSE” It is hereby understood that other government entities, such as cities, counties, and special/school districts may utilize this RFQual response at their option for equipment or services at the RFQual response price for a period of ________ days. Said entities shall have the option to participate in any award made because of this solicitation. Any such piggy-back awards will be made independently by each agency, and the City is not an agent, partner or representative of these agencies and is not obligated or liable for any action of debts that may arise out of such independently negotiated piggy-back procurement. Each public agency shall accept sole responsibility of its own order placement and payments of the Consultants. Successful Consultants will extend prices as proposed herein to other governmental agencies, please specify. YES __________ NO _________ Exhibits are not to be included in your bid response. All referenced Exhibits must be submitted in Planet Bids system under the Response Types, Exhibits A – G. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 26 of 28 “EXHIBIT G, SIGNATURE OF AUTHORITY” The undersigned firm declares that he has carefully examined the specifications and read the above terms and conditions, and hereby proposes and agrees, if this RFQual response is accepted, to furnish all material in accordance with the specifications and instructions, in the time and manner therein prescribed for the unit cost amounts set forth in the following RFQual response. THE CONSULTANT IN SUBMITTING THIS RFQual RESPONSE MUST FILL IN THE FOLLOWING INFORMATION. FAILURE TO DO SO MAY DEEM YOUR RFQual RESPONSE AS NON-RESPONSIVE. Company Name: Address: (Street, Su. # City, State, Zip) Telephone #: Fax #: E-mail address: Web Address: Authorized Representative: (print) Title: Signature: Date: Exhibits are not to be included in your bid response. All referenced Exhibits must be submitted in Planet Bids system under the Response Types, Exhibits A – G. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 27 of 28 “EXHIBIT H” REFERENCES WORKSHEET The following References Worksheet must be complete, please do not mark “See Attached”. Provide a minimum of four (4) clients that are similar in size to the City of Rancho Cucamonga that your company has conducted comparable or like services. Preferred references should be government agencies and be a current customer within the past three (3) years. Please verify accuracy of contact information. Reference 1 Company Name Contact Name and Title Company Address Contact Telephone Number Contact Email Description of Comparative Services and Project Cost (please be specific) Reference 2 Company Name Contact Name and Title Company Address Contact Telephone Number Contact Email Description of Comparative Services and Project Cost (please be specific) Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 The City of Rancho Cucamonga Request for Qualifications (“RFQUAL”) #25/26-500 for Acting City Surveyor Services __________________________________________________________________________________________________ __________________________________________________________________________________________________ Page 28 of 28 Reference 3 Company Name Contact Name and Title Company Address Contact Telephone Number Contact Email Description of Comparative Services and Project Cost (please be specific) Reference 4 Company Name Contact Name and Title Company Address Contact Telephone Number Contact Email Description of Comparative Services and Project Cost (please be specific) Exhibits are not to be included in your bid response. All referenced Exhibits must be submitted in Planet Bids system under the Response Types, Exhibits H. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 PSA with professional liability insurance (Design) Page 16 Last Revised: 01/11/2018 EXHIBIT B SCHEDULE OF PERFORMANCE CONSULTANT'S PROPOSAL Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 SEPTEMBER 10, 2025 Acting City Surveyor Services #25/26-500 PROPOSAL FOR City of Rancho Cucamonga Carolina Fernandez 1260 Corona Pointe Court | Suite 305 Corona, CA 92879-5013 Direct 951.475.3646 + Mobile 951.398.8277 cfernandez@hrgreen.com EXHIBIT BDocusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 City of Rancho Cucamonga September 10, 2025 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Re: Acting City Surveyor Services #25/26-500 Dear Selection Committee Members, The City of Rancho Cucamonga is focused on maintaining efficient municipal operations, upholding public trust, and ensuring that all surveying activities are performed in a manner that supports your staff’s professional growth and long-term vision. The City’s goals of timely project delivery, compliance with California Code requirements, and fostering mentorship within your team are at the forefront of this engagement. HR Green Pacific, Inc. (HR Green) HR Green Pacific, Inc. (HR Green) recognizes Rancho Cucamonga’s continued commitment to delivering high-quality surveying services that emphasize responsiveness, technical excellence, and proactive engagement. The implementation of an onsite Acting City Surveyor reflects an strategic approach to addressing survey related concerns and timely coordination with developers and residents. The City’s investment in staff development through workshops and mentorship initiatives highlights a forward-thinking dedication to cultivating internal expertise and enhancing service delivery across departments. HR Green was founded in California as a staff augmentation firm dedicated to supporting government agencies and municipalities. Our specialization in municipal services goes beyond a business model, we embed our staff directly within our clients’ offices, adopting the mindset and responsibilities of public servants. This hands-on approach allows us to understand organizational structures, navigate California Code requirements, and collaborate effectively with City Attorneys to establish clear, compliant processes. Our team will be led by Mike Myers, PE - a pre-1982 licensed California Professional Engineer in California - with the authority to perform and sign surveying work under State regulations. Mike has an extensive career, including service to Rancho Cucamonga, with field and office experience in surveying expanding through different counties and parts of southern California. His exposure to different areas/locations has also allowed him to see different cases of property boundary creation, adjustments, and disputes. Mike will be our designated in-house support to the City and he will utilize our proposed team as an aid to provide the Acting Surveyor Services to the City in a timely and budget conscious way. The supporting team consists of California licensed professional surveyors and supporting technical staff that have been supporting Mike in providing similar services to clients for the past 15+ years. We are especially excited about the City’s emphasis on mentorship and staff development. HR Green is prepared to provide meaningful engagement through structured workshops and training sessions designed to enhance your staff’s exposure and understanding of city surveying practices. Mike will serve not only as a technical resource, but also as a mentor reinforcing the City’s goals for professional growth and institutional knowledge. HR Green has a proven history of supporting California cities including Rancho Cucamonga, through flexible staffing models, responsive service, and a deep bench of professionals ready to meet evolving needs. Timothy Hartnett, Vice President of Municipal Services, whose signature appears below, is authorized to bind the company. Should you have any questions or require additional information, please contact Carolina Fernandez, our assigned Project Manager, at (951) 398-8277 or via email at cfernandez@hrgreen.com. Sincerely, HR GREEN PACIFIC, INC. Carolina Fernandez Timothy Hartnett Project Manager Vice President, Municipal Services HRGREEN.COM 1260 Corona Pointe Court | Suite 305 Corona, CA 92879 Main 855.900.4742 + Fax 713.965.0044 HR Green® | Building Communities. Improving Lives. 3.1 Cover Letter / Introduction Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 precedes this page 3.1 Cover Letter / Introduction -3.2 Table of Contents 1 3.3 Project Understanding and Approach 4 3.4 Qualification and Experience 10 3.5 Project Team 11 3.6 Third-Party / Subcontractors 13 3.7 Proposal Response under separate cover 3.8 Exhibits A through G under separate cover Exhibit H iii Appendix - Exceptions and Considerations Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 3.3 Project Understanding and Approach Photo here Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page 1 Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga Understanding We understand that the City of Rancho Cucamonga is seeking an Acting City Surveyor who will serve as an extension of staff, providing technical expertise, responsive service to meet the immediate needs of a growing community, and mentoring opportunities for City staff. We are proposing Mike Myers, PE (licensed pre-1982), to serve in this role and to take the lead in performing and reviewing survey-related tasks, coordinating directly with City staff, and ensuring that all services are timely, accurate, and code-compliant. Supporting Mike will be our experienced survey and engineering team, including Mike Foreman, PLS, Acting Deputy City Surveyor. This collaborative structure allows Mike to focus on leadership, quality oversight, and direct support to the City, while our team ensures deliverables remain on schedule and within budget. Together, we bring not only technical expertise but also a collaborative and adaptable approach that aligns with the City’s goals for staff development, public service, and long-term community growth. We recognize that operating surveyor services within a rapidly developing urban landscape entails distinct challenges. Here’s how we have addressed these challenges and how we are prepared to continue supporting the City’s evolving needs: Tight Timelines and Last-Minute Requests ▪Challenge: Development schedules may require expedited reviews or unexpected requests with little lead time. ▪Solution: Mike will serve as the City’s primary point of contact, prioritizing high priority requests and ensuring City staff receive timely direction. Our support team, including Mike Foreman and the proposed supporting team, will provide rapid turnaround on technical reviews, allowing us to deliver interim feedback quickly and prevent costly delays. By streamlining resources and assigning tasks efficiently through our tracking system, we will keep projects advancing without exceeding budget or sacrificing quality. Complex Title and Boundary Issues ▪Challenge: Title discrepancies, easement conflicts, or unclear legal descriptions can delay project approvals. ▪Solution: Our proactive and meticulous review of documents anticipate issues and required responses. Mike will lead in resolving survey-related conflicts with a focus on practical, cost-conscious solutions; drawing on his extensive survey experience and historical knowledge of the area. Early coordination with residents and developers will be key to the project’s momentum. Our team will support him by conducting thorough research of title reports, deeds, and record maps, cross-referencing with current survey data. Prepare any necessary documentation to clearly outline the issue, provide supporting exhibits (i.e., plats, legal descriptions, etc.), and provide written recommendations for resolution. By presenting the City with early on-solutions, we not only streamline decision-making but also reduce the risk of costly legal disputes or repeated submittals. Coordination Among Multiple Stakeholders ▪Challenge: Projects often involve collaboration with developers, engineers, attorneys, and City staff, which can lead to miscommunication or delays. ▪Solution: Mike will provide clear direction during meetings and ensure that City staff and applicants clearly understand technical findings and procedural next steps. Our team will maintain transparent written communications, track assignments to prevent missteps, and provide consistent follow-up with applicants. Ultimately maintaining the project’s momentum and avoiding budget overruns from repeated reviews or revisions. Staff Training and Knowledge Transfer ▪Challenge: Planned leaves and unexpected absences can impact staff availability, which can in turn pose a risk to service continuity to residents and developers. ▪Solution: HR Green is proposing a reliable contingency plan in the means of an Deputy Acting City Surveyor, Mike Foreman, PLS. Mike Foreman will ensure service continuity and deliver the technical depth needed to keep projects on track and within budget; ensuring that high-priority requests are handled quickly, resources are applied strategically, and reviews are completed with accuracy even if our lead Acting City Surveyor is unavailable. Proposed Approach Our approach is centered on providing the City with a seamless extension of surveyor services that are responsive, efficient, and cost-conscious while simultaneously strengthening City staff skills through structured training workshops. Combining individual leadership with team-based capacity, Mike Myers, Acting City Surveyor, will provide strong leadership, and in the event he is unavailable we are proposing service continuity by providing an Acting Deputy City Surveyor, Mike Foreman, PLS. To provide the City with a complete and integrated surveying solution, our approach is organized into four interrelated components. Map and document review creates technical accuracy, compliance, and clear guidance for applicants. On-site presence and active collaboration to provide real-time support and coordination with City staff, applicants, and Surveyor of Record. Responsiveness and quality assurance integrates our internal tracking, proactive QA/QC procedures, and structured Understanding Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page 2 Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga communication to anticipate and resolve issues early-on. Training workshops emphasizing continued education and professional exposure through structured workshops, mentoring, and reference materials to strengthen the skills and confidence of City staff. Together, these components form a cohesive system that delivers precise, timely, and cost-effective surveying services to the City. Map & Document Review with Clarity & Consistency Mike, supported by our team, will lead the review of tentative/final maps, easements, parcel mergers, lot line adjustments, legal descriptions and plats, and other survey applications, applying both technical accuracy and practical judgment to ensure compliance with the California Subdivision Map Act and the City’s Municipal Code. Our tasks during this process will include, but not limited to: ▪Verification of Submittal Packages: Confirming that all required documents are provided at the onset, using a standardized submittal checklist to prevent delays caused by incomplete submittals. ▪Cross-Referencing with Tentative Map and Conditions of Approval: Ensuring that survey documents/tentative map aligns with project conditions of approval, identifying where additional revisions or clarifications may be necessary. ▪Technical Review of Maps: Reviewing tentative/ final maps for closure accuracy to confirm accuracy of boundary; confirming that proposed lot dimensions, street right-of-way widths, and street alignments conform with City Standards, conditions of approval, and the Subdivision Map Act; reviewing survey control and monumentation to verify that existing monuments are properly referenced and new monuments are placed in accordance with City and industry standards; and checking proposed easements to ensure they are correctly located, dimensioned, and described, as well as consistent with City requirements and conditions of approval. ▪Legal Description and Easement Review: Cross- checking legal descriptions against current title reports and recorded documentation to identify discrepancies that could impact ownership/access rights; and identifying potential conflicts such as overlapping easements, ambiguous abandonment, or inaccurate descriptions. ▪Preparation of Exhibits and Documentation: Providing redlines and supporting documentation that clearly outlines issues and recommended solutions for applicants and City staff. ▪Anticipating Future Impacts: Identifying not only immediate technical issues but also anticipating how certain survey decisions will affect later stages of the land development process. For example, parcel boundaries may close mathematically but overlaps in title descriptions with adjacent properties can lead to disputes or legal challenges at time of map recordation. This proactive approach ensures that potential future concerns are minimized and review cycles are reduced. On-Site Presence & Active Collaboration HR Green’s core Municipal Services started with staff augmentation, our experience gives us a unique insight into day-to-day municipal activities and challenges and we recognize the importance of being accessible and visible to both City staff and applicants. Mike will maintain a consistent on-site presence of not less than five (5) hours per week at City Hall. This direct availability allows City staff and applicants to receive immediate guidance and clarification, resolving survey-related issues before they escalate into project delays. When Mike is unavailable, Mike Foreman, PLS, will step in as Acting Deputy City Surveyor to ensure continuity of service. By applying technical expertise in real time, potential issues are resolved before they escalate into delays or redesigns. The result is a more efficient approval process with fewer resubmittals, reduced costs for applicants, and greater certainty for the City. At the same time, these interactions provide hands-on learning opportunities for City staff, reinforcing training and building long-term organizational capacity. During these on-site hours, Mike will: ▪Attend project and staff meetings to provide immediate feedback on survey and mapping questions, eliminating delays that often occur when technical issues are communicated back-and-forth over email. ▪Collaborate with developers, engineers, and attorneys in real time, addressing conflicts in boundary, easement, or right-of-way determinations so that applicants can make informed adjustments quickly. ▪Mentor City staff by walking through active cases, using live project examples to reinforce training concepts and provide hands-on learning opportunities. Our proposed tentative workshop outline is provided on this SOQ, but our team will remain flexible to the City’s requests and staff’s availability. Examples of On-Site Value: ▪In a residential subdivision, a developer may present a tentative map with unclear boundary ties. By meeting on-site with City staff and the developer’s surveyor, Mike can mark up exhibits and confirm adjustments immediately, allowing the submittal to move forward without requiring another full review cycle. ▪For a commercial development, questions often arise Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page 3 Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga about driveway alignments or dedication requirements. Having Mike present at development review meetings allows him to confirm whether an additional right- of-way dedication is triggered and provide direction before plans proceed to design, saving redesign costs. ▪In title or easement disputes, real-time collaboration with the City Attorney’s office, the developer’s surveyor, and planning staff allows potential legal conflicts to be identified and addressed before recordation. QA/QC Review Our QA/QC procedures focus on providing not only corrections but also proactive comments that anticipate the next questions or revisions that may arise. For example, while a closure may appear correct, we may flag that adjustments will be needed to ensure compliance with the tentative map, or note when clearly defined street and lot boundaries may trigger additional dedication requirements. By addressing these issues up front, we minimize repetitive review cycles, avoid unnecessary delays, and keep projects moving forward cost-effectively. Training Workshops Our team believes that continuing education is not just a professionally responsible but an incredible tool to enhance workplace culture. We share the City of Rancho Cucamonga’s commitment to reinforcing technical excellence and fostering an environment where learning is encouraged, accessible, and celebrated. Our approach includes active participation in industry conferences, in-house workshops focused on technical subjects and municipal processes, and access to a robust online training portal with over 1,000 courses called Green University. This one-stop platform empowers our staff to explore new skills, earn PDH hours for licensure, enroll in live webinars, and track their professional development history. The City is requesting that as part of the Acting City Surveyor Services, a series of workshops and training opportunities are provided for City staff. Below you will find our proposed tentative workshop content and outline based on the City’s RFQ; we’ll collaborate with the City to further tailor the outline to meet specific objectives and align with the City’s operational needs. Session 1 – Municipal Surveying The first session is recommended to provide background on the role and responsibilities of the City Surveyor, and its typical involvement within City departments and divisions. Areas of discussion would include: ▪Role of the City Surveyor in public works and development ▪Understanding and applying California Subdivision Map Act and Land Surveyors Act ▪Overview of professional licensure (PE vs. PLS) ▪Career development in municipal surveying ▪Ethical responsibilities and public service mindset Session 2 – Property Boundaries I The second session would cover typical property boundary and survey applications dealt with by cities. The discussion will include background on property rights, easement versus in-fee dedications, property boundary modifications for 4 parcels or less. Areas of discussion can also include: ▪Easements, right-of-way, and encroachments ▪Historical research techniques, working with title reports and deeds ▪Legal and Plat reviews Session 3 – Property Boundaries II and Legal Framework The third session is intended to provide background on subdivision maps, the requirements of the California Subdivision Map Act, and the roles and responsibilities of the City in subdivisions. ▪Tentative and final mapping ▪California Business and Professions Code requirements ▪Record of Survey and Corner Records Session 4 – Field-To-Office and GIS The fourth session will provide an overview of surveying data collection, its integration and use for office staff. The areas covered will include: ▪Converting field notes into actionable deliverables ▪Software tools: AutoCAD Civil 3D, ArcGIS of Using GIS for parcel mapping ▪Accuracy standards and data validation Mentorship Opportunities Mike will provide direct mentorship to City staff beyond the planned workshop and training sessions. He and the supporting team will be available to work with engineering staff to help review and evaluate tentative and final subdivision maps; review legal and plats for easements, vacations, lot mergers, lot line adjustments; review of certificates of compliance; evaluation of certificates of correction; and provide guidance through street and alley vacation procedures. Mike and the Acting Surveyor Services support team will offer insight into boundary determination, legal descriptions, and compliance with Subdivision Map Act and local ordinance. Field experience will be coordinated with the City but is expected to include: project survey verification and monument placement verification. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 3.4 Qualifications and Experience Photo here Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page 4 Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga HR Green has continued to climb the rankings on Engineering News Record’s (ENR) annual lists of top design firms in the nation, coming in at 168. Experience and Qualifications Established in 1913, HR Green is honored to be one of the nation’s longest operating engineering firms with over 15 years in Southern California. We collaborate across geographies and markets to provide the engineering, technical, and management solutions that connect and shape communities and are driven by the commitment of our clients. For more than a century, HR Green has been dedicated to providing the services that our clients need to achieve success. Comprehensive Services We link project needs to community values, environmental and regulatory requirements, and infrastructure standards to design lasting solutions that meet the necessities of local citizens and businesses. Whether your environmental needs include environmental compliance for infrastructure and facilities, or NEPA services for transportation infrastructure, we can provide your solutions. Unlock your infrastructure’s hidden value, build a roadmap to success, bridge the digital divide, attract a Gigabit Economy, foster resilience, and help prepare your community or service area for the future. Land surveying, GIS mapping, data collection, or field observations are often the crucial first step to any project. HR Green’s geospatial professionals have a keen eye for detail and keep your project goals front of mind while adapting as required by site conditions. Our Municipal Services professionals combine creativity with reliability to provide staff augmentation and multi-faceted consulting services to local governments. We provide Engineering, Public Works, Planning and Building Departments with staff to meet the variable workloads without the normal long-term costs. We combine technical expertise, a passion for service, and business savvy to make your projects highly successful. Our professionals provide land planning, engineering, and landscape architectural services in a single, integrated team to help streamline the design process. Our planning services allows clients to imagine their future. Both new and established communities must set a strategy for growth and development. Our planning professionals recognize regulatory and economic parameters while utilizing implementation tools that lead to success and practical application. HR Green offices are located throughout the United States in Arizona, California, Colorado, Florida, Iowa, Illinois, Minnesota, Missouri, South Dakota, and Texas. 22 Offices in 10 States Pending Litigation HR Green Pacific, Inc. is not involved in any pending litigation that may affect our ability to provide our proposed solution or ongoing maintenance or support of our products or services. Incorporation HR Green Pacific, Inc. was incorporated May 19, 2017. HR Green, Inc. was incorporation in 1913. Years of Experience HR Green Pacific, Inc. has been providing services to Southern California for over 15 years. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page 5 Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga HR Green has a long-standing presence and deep experience in Southern California, serving public agencies across the region. With corporate headquarters in Corona and an additional office in the Coachella Valley, HR Green maintains a local team of over 60 local and a bench of more than 750 professionals dedicated to supporting cities and counties throughout Southern California. We are recognized for our municipal focus, with most staff having spent their careers working in or alongside public works departments, and for our ability to adapt to local ordinances, development standards, and permitting processes. HR Green has successfully delivered projects for more than 50 agencies in the region, including the County of Orange and the City of Jurupa Valley, Counties of Orange and San Bernardino, and cities of Ontario, Pomona, Palos Verdes Estates, Hemet, Beaumont, Placentia, San Bernardino, Victorville, Upland, Ontario, Redlands, Rancho Cucamonga, and Chino. Below is a summary table highlighting reference information for HR Green’s extensive Acting City Surveyor and survey review experience serving public agencies throughout Southern California. Client Timeline Consultants Team Scope Palos Verdes Estates 2015-Present Mike Myers, Carolina Fernandez, Lillyanna Diaz; Steven Mascaro Staff Augmentation Jurupa Valley 2011-Present Mike Myers (Acting City Surveyor through 2023), Carolina Fernandez, Lillyanna Diaz, Steven Mascaro, Dennis Janda, Dennis Janda, Inc. Staff Augmentation, Land Development Plan Check Pomona 2013-Present Mike Myers (Acting City Surveyor), Carolina Fernandez, Lillyanna Diaz, Dennis Janda, Dennis Janda, Inc. Plan Review and Staff Augmentation Moreno Valley 2014-Present Mike Myers (please call him to see when he has been the acting City Surveyor, I think he was at one point signing); Carolina Fernandez; Lillyanna Diaz Staff Augmentation Palm Desert 2022-2024 Mike Myers (Acting City Surveyor); Carolina Fernandez; Lillyanna Diaz;Dennis Janda; Dennis Janda, Inc. Staff Augmentation Hemet 2019-2023 Mike Myers (Acting City Surveyor); Carolina Fernandez; Dennis Janda; Dennis Janda, Inc. Staff Augmentation Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page 6 Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga REFERENCE Brian Gengler City Engineer City of Victorville 14343 Civic Drive Victorville, CA 92393 P: 760.955.5156 E: bgengler@ci.victorville. ca.us REFERENCE Kerry Kallman City Manager City of Palos Verdes Estates 340 Palos Verdes Dr. West Palos Verdes Estates, CA 90274 P: 310.378.0383 E: citymanager@pvestates. org On-Call Plan and Map Checking City of Victorville For the past nine years HR Green has provided on-call civil plan and map check services for land development projects, including Parcel Maps, Final Tract Maps, Street Improvements Plans, Mass Grading Plans, Rough Grading Plans, Precise Grading Plans, Storm Drain Plans, Erosion Control Plans, Street Light Plans, Signing and Striping Plans, Water Plans, Sewer Plans, Recycled Water Plans, Hydrology Reports, WQMP Reports, Traffic Control Plans, Traffic Signal Plans. Plans have included grading of raw land and land development plan check. Major projects include TR17046, a 174 lot subdivision on 44 acres of raw land, and TR16894-1, a 79 lot in-fill subdivision started over 10 years ago. Other projects include the review of a hotel site and an auto dealership site which required the demolition of existing facilities. On-Call Plan and Map Check City of Palos Verdes Estates HR Green provides a comprehensive array of engineering, building and safety, project/ program management, staff augmentation, construction management, inspection and civil plan and map check services. HR Green staff serves as the City surveyor handling all manner of duties in this role, including the review of survey documents, including but not limited to LLAs, COCs, and legal descriptions. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page 7 Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga REFERENCE Ron Chan Principal Traffic Engineer City of Pomona 505 South Garey Avenue Pomona, CA 91766 909.620.2286 ronald.chan@pomonaca.gov REFERENCES Rosie Lua Director of Development Services City of Palm Desert 73510 Fred Waring Drive Palm Desert, CA 92260 rlua@palmdesert.gov 760.776.6480 Development Review City of Palm Desert HR Green delivers 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. We have successfully collaborated with designers, contractors, and other City departments to streamline the path to plan approval, saving the City and developers time and money through an efficient and effective process. Other plan checks for the City that HR Green staff handle include residential custom homes, commercial sites, residential tracts, and recreational site reviews. All reviews are 100% electronic, with a 100% success rate in meeting plan review schedules. Development Review City of Pomona HR Green has maintained various on-call civil engineering, plan / map 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 and map 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. “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, Retired | City of Pomona “Our plan review team from HR Green is top-notch! Beth and Sandra provide comprehensive reviews that fit our jurisdictional needs. Responsive and quick communications but also a valuable resource in getting projects to permit issuance. With their experience in various jurisdictions, I’ve used them as a sounding board for model code interpretations and information. Good people, great team!!” Jason Finley, Chief Building Official | City of Palm Desert Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page 8 Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga REFERENCE Alan French Principal Engineer City of Upland 460 N. Euclid Avenue Upland, CA 91786 P: 909.931.4235 E: afrench@uplandca.gov REFERENCE Rod Butler City Manager City of Jurupa Valley 8930 Limonite Avenue Jurupa Valley, CA 92509 P: 951.332.6464 E: rbutler@jurupavalley. org Comprehensive Plan Check Services City of Jurupa Valley, California HR Green has conducted thorough reviews of projects with right-of-way constraints and special dedication considerations, ensuring public infrastructure is strategically located within designated public right-of-way and easements. Our team provided coordination with Union Pacific Railroad (UPRR) to navigate complex land-use requirements. As part of map reviews, we have performed extensive research on property history and documentation, delivering detailed technical evaluations. Notable projects include the Highland Park developments in the Rubidoux area, a Capital Improvement Project for safety improvements at the railroad crossing on Jurupa Road and Pedley Road; and research for approval of development south of rail road crossing on Jurupa Road. HR Green provided City Surveyor and related services from 2001 through 2023, and continues to provide engineering support services to the City. “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 | City of Jurupa Valley Comprehensive Plan and Map Checking City of Upland, California HR Green reviewed the subdivision map associated with a future condominium development, ensuring compliance with condominium mapping requirements, including verification of access easements and other entitlement conditions. The team has also supported the City in reviewing lot line adjustments for both residential and commercial properties, helping to facilitate land use flexibility while maintaining compliance with local and state regulations. (ongoing) “HR Green has very professional and knowledgeable staff that are able to take the lead on projects and see them through to completion in a timely manner. It has been easy to work with the HR Green staff to get a good project for the citizens of the city.” Allen French, Principal Engineer | City of Upland Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page 9 Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga REFERENCE Harold Zamora, PE Assistant City Engineer City of Moreno Valley 14177 Frederick Street Moreno Valley, CA 92552 P: 951.413.3106 E: haroldz@moval.org REFERENCE Chris Tanio, PE Deputy Director of Public Works / City Engineer City of Placentia 401 E. Chapman Avenue Placentia CA, 92870 P: 714.993.8132 E: ctaino@placentia.org Comprehensive Civil Plan Check Services City of Placentia, California Parcel Map Reviews for Residential Subdivisions - HR Green conducted plan checks for parcel maps, including lot splits, in accordance with updated State housing guidelines (ongoing). TRACT NO. 19300, Jefferson Street & Orangethorpe Avenue - HR Green reviewed civil improvement plans for a 5-acre residential development adjacent to an Orange County Flood Control District (OCFCD) channel. The project included new public streets, sewer systems, and storm drains to support 20 buildings comprising 140 attached condominiums (100% complete). City Surveyor and Staff Augmentation City of Moreno Valley, California Since 2014, HR Green has supported the City’s Land Development and Transportation Engineering divisions with on-site and off-site staff support including map and plan reviews, traffic managed subdivisions, and plan review for traffic study, and permit release coordination. The team reviewed over 350 plans, managed for commercial, industrial, and residential projects, and provided recommendations to mitigate impacts on schools and planned developments. The City Surveyor role included map and plat review, legal description preparation, and support for subdivision and entitlement processes. “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 Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 3.5 Project Team Photo here Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page 10 Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga Tim Hartnett Mike Myers, PE Mike Foreman, PLS Lillyana Diaz Steven Mascaro Survey/Map Review Subcontractor Primary City Contact Your primary point of contact is Michael “Mike” Myers, PE, our assigned Acting City Surveyor. Mike will see that all resources are allocated to your projects as needed, serve as part of our QA/QC team, and will be available for requested meetings with the City. His resume and work experience, along with the other key staff are found on the following pages. City of Rancho Cucamonga Acting City Surveyor Services Support Team Survey/Map Check Michael “Mike” Myers, PE Acting City Surveyor Principal-in-Charge Carolina Fernandez Project Manager Dennis Janda, PLS Dennis Janda, Inc. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page A Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga Mike Myers, PE Acting City Surveyor Mike has more than 40 years of public sector surveying engineering experience. He possesses extensive development and project management knowledge coupled with strong interpersonal communication skills. Mike has served as City Surveyor for the Cities of Hemet, Palm Desert, Pomona, Palos Verdes Estates, and Jurupa Valley as well as Acting City Engineer for the City of Palos Verdes Estates. He has served as a Senior Project/Program Manager handling a broad range of municipal consulting services (federal grant funding, design, CIP management, plan review, assessment engineering, pavement management, and construction management) for 20+ Southern California cities. This experience includes attending City Council and Planning Commission, Planning Commission meetings and serving as the primary City representative to facilitate the processing, approval, and construction of subdivisions and land development projects. SELECTED PROJECT EXPERIENCE City Surveyor/Acting City Surveyor, City of Pomona Responsible for reviewing and signing final maps, parcel maps, and legal descriptions. He managed the processing and approval of land development projects, provided technical guidance on lot line adjustments, parcel mergers, and easement documents, and represented the City in planning commission meetings and survey-related matters. Acting City Surveyor, City of Jurupa Valley Facilitated the review and approval of survey documents, including boundary and right- of-way determinations. He supported the City’s land development process by ensuring compliance with municipal and state standards, and collaborated closely with city staff and stakeholders to advance project approvals and construction. Acting City Surveyor, City of Moreno Valley Reviewed and processed tentative and final subdivision maps, records of survey, and certificates of compliance. He provided technical review for land development projects, supported the preservation and replacement of survey monuments, and worked with city staff to address survey-related issues for municipal projects. On-Site Acting City Surveyor and Project Management Staff Augmentation, City of Jurupa Valley Oversaw and managed more than 150 survey applications including subdivision maps, financing maps, vesting maps, certificate of compliance, lot line adjustments and mergers, dedications, and vacation processes. Mike acted as the primary City representative to facilitate the processing, approval, and construction of land development projects, and attended Planning Commission meetings to support project delivery and coordination with stakeholders. Acting City Surveyor, City of Hemet Acted as the City’s City Surveyor for 10 years, facilitating the technical and quality review of projects as well as advising the City on Subdivision Map Act requirements and limitations for projects, adequate process for survey applications,and coordinating with the City staff and Attorney on subdivision and survey items. EXPERIENCE 40+ Years TIME WITH COMPANY 15 Years EDUCATION Bachelor of Science, Civil Engineering REGISTRATIONS/ LICENSE Registered Civil Engineer, CA #30702 Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page B Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga EXPERIENCE 39 Years TIME WITH COMPANY 36 Years EDUCATION BS, Engineering Design Timothy Hartnett Principal-in-Charge Tim currently serves as Vice President/Practice Leader – Municipal Services for HR Green Pacific. Tim has provided ongoing municipal engineering services to several municipalities in northern Illinois over the last 20 years. These services have involved Tim’s dedication to the overall management of operations within the municipality including Subdivision and Site Improvement review and approval process from concept plan through the Final Plat in accordance with the municipality’s Municipal Code, Engineering Standards, applicable development agreement and annexation agreements. Tim has considerable experience performing other services which has included grants and funding procurement for roadway, parks and facility improvements, construction observation, meeting attendance, general engineering advisory services, water and wastewater master planning, capital involvement planning and implementation, MFT Road programs and staff augmentation and support. Tim also acts as the lead contact between HR Green clients and the various design/field staff members executing all projects within the communities he represents. In addition, Tim leads the public education/ outreach programs to the residents, businesses, schools and neighboring communities. Carolina Fernandez Project Manager Carolina has over 11 years of comprehensive experience providing engineering support to multiple local municipalities in Public Works, Engineering, and Building & Safety departments. She has served as an office engineer for multiple cities including Palos Verdes Estates, Jurupa Valley, Palm Desert, and Hemet. Among her relevant experience, she has worked directly with agencies in creating standards, city policies and procedures, managed of development reviews process, reviewed plans grading and permits, providing Capital Improvement Program (CIP) project management, and represented cities in multi- agency projects. Her experience spans the complete engineering life cycle, from application review to representing Engineering and Public Works Departments at community meetings and City Council sessions. She supervises land development activities, coordinates with inspectors, and reviews various permits and applications including lot splits, mergers, SB9 and certificates of compliance. Carolina serves as the primary liaison with public agencies and legal teams for cooperative agreements, financing maps, condo maps), Site Development (residential, commercial/industrial). SELECTED PROJECT EXPERIENCE Land Development Support, City of Rancho Cucamonga Contract Engineer/Land Development/Public Works, City of Palm Desert Development Review Manager/Development Support, City of Jurupa Valley Project Manager Plan and Survey Applications Review and Staff Augmentation, City of Pomona Public Works/Engineering Support, City of Beaumont Engineering Support, City of Hemet EXPERIENCE 12 Years TIME WITH COMPANY 10 Years EDUCATION BS, Civil Engineering REGISTRATION/LICENSE Engineer-in-Training, CA #156004 Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page C Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga Mike Foreman, PLS Survey / Map Check For the past 50 years, Mike has been responsible for a variety of field and office survey projects using conventional and GPS methods, boundary resurrection and establishment, Tentative and Final Subdivision Maps, Record of Survey Maps, Lot Line Adjustments, Certificates of Compliance, Parcel Merger documentation, Corner Records for survey monument preservation and replacement, construction layout, topographic, hydrographic, light and heavy railroad, geological monitoring, American Land Title Association (ALTA) surveys, right-of-way engineering and preparation of Legal Descriptions and Plats for property acquisition and transfer purposes, and Map Checking. He has served as Acting City Surveyor for several cities throughout southern California including: Baldwin Park, Lancaster, Poway, Yorba Linda, Rancho Santa Margarita, Murrieta, Lake Elsinore, Moreno Valley, and Orange and San Diego counties. SELECTED PROJECT EXPERIENCE On-Call Engineering Services, City of Corona Survey Review and Engineering Plan Check, City of Upland Survey Review, City of Moreno Valley EXPERIENCE 50 Years TIME WITH COMPANY 2 Years PROFESSIONAL AFFILIATIONS California Land Surveyors Association | CLSA REGISTRATIONS/LICENSE Professional Land Surveyor. CA #5778 Lillyana Diaz Survey / Map Check Lillyanna is a bilingual English and Spanish engineer-in-training with experience in survey and map check for municipalities, including the Cities of Moreno Valley, Jurupa Valley, Rancho Cucamonga, and Hemet. She has experience working with the Subdivision Map Act, working with cities’ ordinances, and providing entitlement review of development projects that include subdivisions. Lillyanna is familiar with state law, standards, and manuals relevant to survey and mapping. Her responsibilities include reviewing legal descriptions, boundary documentation, and map check submittals. She provides support to municipal staff and developers throughout the survey and map check process. SELECTED PROJECT EXPERIENCE Survey Document Review, City of Pomona Survey Document and Plan Review, City of Chino Survey Document Review, City of Desert Hot Springs Staff Augmentation and Entitlement Review, Cities of Jurupa Valley, Moreno Valley, Palos Verdes Estates EXPERIENCE 8 Years TIME WITH COMPANY 8 Years EDUCATION BS, Civil Engineering REGISTRATION/LICENSE Engineer-in-Training, CA #172737 Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page D Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga Steven Mascaro Survey / Map Check Steven brings more than four years experience in right-of-way engineering, legal description preparation, and field data collection for large-scale infrastructure and transportation projects. He has prepared appraisal maps, legal descriptions, exhibits, and resolutions of necessity, and has performed quality control on engineering reports and CADD files. Steven’s project work includes collecting and researching boundary documentation, working with MicroStation Connect, and completing right-of-way flagging for multiple parcels across several counties. He is also skilled in using GPS Real Time Kinematic and Static Observations, total stations, 3D scanning, and digital differential leveling for intersection and site improvement projects. Additionally, Steven has experience supporting construction operations by gathering submittals, soliciting supplier quotes, and tracking production quantities and costs. SELECTED PROJECT EXPERIENCE On-Call Engineering Services, City of Jurupa Valley On-Call Engineering Services, City of Palos Verdes Estates Sustainable Multimodal Improvement Project (SMIP) Phase 1, San Gabriel Valley Council of Governments High-Speed Rail Right-of-Way Parcels, California High-Speed Rail Authority EXPERIENCE 4 Years TIME WITH COMPANY <1 Year EDUCATION BS, Civil Engineering REGISTRATIONS/LICENSE Engineer-in-Training CA #172229 Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 3.6 Third-Party / Subcontractors Photo here Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page 11 Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga Description of Subcontractor’s Role in the Project Dennis Janda, Inc. (DJI) will serve as a key subcontractor providing professional land surveying, mapping services, and related map checking for the project. Their responsibilities include the review and processing of dedications, easements, lot line adjustments, vacations, and certificates of compliance, as well as the review and processing of tentative maps, tract maps, and parcel maps. DJI will support the City by ensuring that all survey and mapping documents comply with applicable standards and requirements, and by providing technical expertise in the review and approval of land development and infrastructure projects. Description of the Consultant’s Experience with Each of the Proposed Subcontractors HR Green has a longstanding working relationship with Dennis Janda, Inc., having partnered for more than 10 years to provide map check services to over 10 agencies throughout Southern California. This collaboration includes successful delivery of map check and surveying services for cities such as Corona, Jurupa Valley, Moreno Valley, Placentia, Pomona, Lancaster, and Palos Verdes Estates. Dennis Janda, Inc. has consistently supported HR Green’s design projects by providing reliable and timely survey and map check services, contributing to the successful completion of numerous municipal projects. Dennis Janda, PLS (DJI - Subcontractor) Survey/Map Reviewer Dennis offers 42 years of experience in the land surveying and mapping profession. Dennis is responsible for the scheduling, contract administration and final review of all mapping and surveying projects performed at Dennis Janda, Inc. He has served as City Surveyor and Map Check Consultant to various Southern California cities, including Menifee and Beaumont. Through HR Green he has provided map check and/or surveying to 10+ agencies. He has overseen design and construction survey for a wide variety of infrastructure projects in Riverside County. As map checker, he has processed the review of dedications, easements, lot line adjustments, vacations, and certificates of compliance, together with the review and process of tentative maps, tract maps, and parcel maps for diverse cities throughout Southern California. Dennis has worked with HR Green on numerous projects throughout Southern California. SELECTED PROJECT EXPERIENCE Map Check (with HR Green), City of Lancaster Map Check (with HR Green), City of Moreno Valley On-Call Field/Office Surveying and Mapping, City of Murrieta Map Check (with HR Green), City of Corona Map Check(with HR Green), City of Placentia Map Check (with HR Green), City of Jurupa Valley Map Check (with HR Green), City of Pomona EXPERIENCE 42 Years EDUCATION Palomar College Surveying REGISTRATION/LICENSE Professional Land Surveyor, CA #6359 CERTIFICATIONS Certificate in GPS Survey I Certificate in AutoCAD I Certificate in Esri ArcGIS Software Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page 12 Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga DENNIS JANDA, INCORPORATED MAPPING/SURVEYING SERVICES GIS CONSULTING Relevant Experience & References:  City of Menifee a) Start April 2010 to present b) Key Personnel: a) Dennis Janda b) Tricia Janda c) City of Menifee, Nicolas Fidler 29844 Haun Rd., Menifee, CA 92586 (951) 723-3716 d) Dennis Janda, (951) 699-8874  City of Jurupa Valley a) Start March 2013 to present b) Key Personnel: a) Dennis Janda b) Tricia Janda c) City of Jurupa Valley, Paul Toor 8930 Limonite Avenue, Jurupa Valley, CA 92509 (951) 332-6464 d) Dennis Janda, (951) 699-8874  City of Pomona a) Start October 2015 to present b) Key Personnel: a) Dennis Janda b) Tricia Janda c) City of Pomona Subconsultant HR Green, Tina York City of Pomona, Carmen Barsu 505 South Garey Avenue, Pomona CA 91766 (909) 620-2311 d) Dennis Janda, (951) 699-8874 42164 Remington Ave. Temecula, CA 92590 Ph: (951) 699-8874 Fax: (951) 699-8568 E-Mail: dennisj@pmcmap.com Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 3.7 Proposal Response Photo here Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page 13 Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga HR Green brings a deep understanding of the operational realities and evolving demands of municipalities which, combined with our commitment to quality and responsiveness, guides our staff augmentation services. Our Acting City Surveyor and dedicated support team are prepared to uphold the City of Rancho Cucamonga’s commitment to its community by serving as both on-site and remote resources to City staff. We will perform technical reviews and evaluations of survey-related items, deliver scheduled and well-organized training workshops, and foster strong professional relationships with City staff, residents, and developers working within Rancho Cucamonga. In response to this RFQ, a summary of our relevant experience and qualifications is provided in a separate section. Additional materials, including case studies, are also available upon request. We encourage you to contact our references and clients, many will affirm that HR Green’s key differentiators include our responsiveness, rigorous quality assurance practices, and our collaborative Project Manager and Client Services approach. Responsiveness & Quality Assurance We have a proven record of helping other agencies streamline their review processes. Our approach begins with verification of conditions of approval and confirmation that each submittal meets minimum requirements for a comprehensive review, supported by a standardized submittal checklist. This process reduces incomplete submittals, improves applicant understanding of required documentation, and saves valuable staff time by reducing the number of review cycles. Key components include: ▪Tracking and Assignment Management: Every submittal is logged and tracked through an internal system, CityView – Agiline, that assigns deadlines, flags priority cases, and monitors deliverables. This system ensures availability to respond quickly to last-minute requests or expedited timelines. ▪Minimum Submittal Requirements Checklist: Each application is first screened against conditions of approval and a checklist of minimum requirements. This prevents incomplete packages from entering the review cycle and saves applicants from project delays. See samples below for initial submittal requirements. Final Tract Map ▪Completed Land Development Plan Check Application ▪Final Tract Map ▪Preliminary Title Report (Hyperlinked), current within 30 days ▪Boundary, Lot, and Centerline Calculations and Closures ▪Underlying Historical Survey Reports Legal Document Submittals Easement, General Vacation, Right-of-Way Dedication, and Summary Vacation ▪Application signed by all relevant parties ▪Legal Description with Accompanying Plat ▪Closure Calculations ▪Preliminary Title Report (Hyperlinked), current within 30 days Regional Understanding = Local Success HR Green leverages our extensive regional experience to create local success by applying a deep understanding of the area's unique environmental, regulatory, and community needs. With a history of successful projects throughout the region, we bring proven strategies and tailored solutions that address specific local challenges. Our familiarity with Rancho Cucamonga regional standards and best practices enables us to efficiently navigate permitting processes and regulatory requirements. This regional insight, combined with strong relationships with local stakeholders, creates projects are not only compliant but also align with community goals, leading to sustainable and impactful outcomes for local municipalities. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page 14 Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga ▪SOR Coordination Meetings: To further strengthen responsiveness, we implement structured communication with the Surveyor of Record (SOR). After the first technical review, Mike will meet directly with the SOR if significant issues are identified, ensuring alignment before the next submittal. In complex cases, we also recommend a coordination meeting prior to the third review to confirm all concerns have been resolved; a process we have successfully introduced for other agencies to improve review efficiency. ▪We will tailor our lists, requirements, and deliverables to meet the City’s needs and expectations. Collaborative Project Manager & Client Services HR Green’s proposed Acting City Surveyor, Michel Myers, and Project Manager, Carolina Fernandez, bring over a decade of experience working together to support municipalities through staff augmentation and technical services. Their long-standing partnership fosters a highly collaborative environment, enabling seamless coordination around operational needs, workload balancing, service delivery challenges, scope adjustments, and contract- related matters. This established working relationship allows our team to anticipate client needs and respond proactively—especially as market fluctuations impact labor demand and project timelines. As part of our client services commitment, Carolina will conduct regular check-ins with City staff to ensure services remain aligned with expectations. These meetings are not limited to issue resolution; they are designed to prevent issues before they arise, reinforce transparency, and maintain a high standard of service delivery throughout the engagement. Responsive Survey Staff Augmentation for Rancho Cucamonga Our Acting City Surveyor and dedicated team provide both on-site and remote resources, technical reviews, and well-organized training workshops—fostering strong relationships with City staff, residents, and developers including: Proven Responsiveness: Our internal tracking system and standardized checklists streamline reviews, minimize delays, and save staff time. Quality Assurance: Proactive QA/QC reviews anticipate issues, helping to mitigate repetitive cycles and keep projects on track. Collaborative Leadership: Mike Myers and Carolina Fernandez bring over a decade of partnership, ensuring seamless coordination and a commitment to perform as contracted for scope, schedule, and budget. Transparent Communication: Regular check-ins and structured meetings reinforce transparency and maintain high service standards. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Appendix - Exceptions and Considerations Photo here Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page i Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga As HR Green is currently under contract with the City of Rancho Cucamonga. If selected for this work, we would like the opportunity to work with the City to develop the proposed agreement and address very specific issues. We would be prepared to discuss these matters immediately upon selection to assure that no time is lost and that the proposed work can be carried out in a timely manner. The sample contract provided contains language that should be modified or clarified to be more specific to the services being delivered. Based on our review, we believe revisions will provide greater clarity as to contractual obligations as well as compliance with state law requirements, which will benefit both parties. For example: Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page ii Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page iii Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Page iv Acting City Surveyor Services #25/26-500 Z City of Rancho Cucamonga Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 HRGREEN.COM Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Acting City Surveyor P a g e | 1 of 1 HR GREEN PACIFIC, INC. Billing Rate S chedule Effective July 1, 2025 – June 30, 20 30 Personnel Classification Maximum Hourly Billing Rate Principal-in-Charge $385 Program Manager $330 Project Manager (QA/QC) $235 Municipal Services Manager $235 Acting City Surveyor $265 Senior Land Survey Checker (Deputy City Surveyor) $250 Land Survey Checker $150 Senior Engineering/Permit Tech $135 Technician $115 Operations/Interns $100 Notes: 1. Fees for development plan check services will not exce ed 60% of the total amount collected by the City for document and map checking services. HR Green Pacific, Inc. expressly agrees that we will only be paid up to this percentage. 2. The hourly billing rates include the cost of salaries of the HR Green employees, plus sick leave, vacation, holiday and other fringe benefits. The percentage added to salary costs includes indirect overhead costs and fee (profit). All employees classified as “non-exempt” by the U.S. Department of Labor will be compensated at 1.5 times salary, as per state and Federal wage and hour for overtime hours. Billing rates will be calculated accordingly for overtime hours. 3. Other classifications are available based upon the needs of the agency. 4. All general engineering tasks will be negotiated on a case-by-case basis using the hourly rates provided for personnel assigned to the contract. For field survey, a task specific cost estimate will be provided inclusive of any subconsultant cost. Reimbursable Expenses: 1. All materials and supplies used in the performance of work on this project will be billed at cost plus 10%. 2. Auto mileage will be charged per the standard mileage reimbursement rate established by the Internal Revenue Service. Survey and construction vehicle mileage will be charged on the basis of $0.90 per mile or $85 per day. 3. Charges for subconsultants will be billed at their invoice cost plus 10%. 4. All other direct expenses will be invoiced at cost plus 10%. Docusign Envelope ID: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Electronic Record and Signature Disclosure Certificate Of Completion Envelope Id: C580BD9D-5D3B-4378-ACAD-F6D75E9F04D2 Status: Completed Subject: Complete with Docusign: CO 2025-243 HR Green Survey Contract.pdf Source Envelope: Document Pages: 77 Signatures: 3 Envelope Originator: Certificate Pages: 5 Initials: 0 Janae Swaggard AutoNav: Enabled EnvelopeId Stamping: Enabled Time Zone: (UTC-08:00) Pacific Time (US & Canada) janae.swaggard@cityofrc.us IP Address: 2600:1700:9e50: Record Tracking Status: Original 12/17/2025 11:42:51 AM Holder: Janae Swaggard janae.swaggard@cityofrc.us Location: DocuSign Signer Events Signature Timestamp Timothy Hartnett thartnett@hrgreen.com Vice President/ President Muni Services Security Level: Email, Account Authentication (None)Signature Adoption: Drawn on Device Using IP Address: 2600:1008:b165:7597:6074:e45e:d1ed:e8de Signed using mobile Sent: 12/17/2025 11:49:08 AM Viewed: 12/17/2025 11:58:28 AM Signed: 12/17/2025 11:59:02 AM Electronic Record and Signature Disclosure: Accepted: 12/17/2025 11:58:28 AM ID: be2fb7e8-8cb8-4daa-a2d2-c4aa01497909 Jason Poppen jpoppen@hrgreen.com Secretary HR Green, Inc. Security Level: Email, Account Authentication (None) Signature Adoption: Pre-selected Style Using IP Address: 38.142.18.82 Sent: 12/17/2025 11:59:04 AM Viewed: 12/17/2025 12:27:24 PM Signed: 12/17/2025 12:30:04 PM Electronic Record and Signature Disclosure: Accepted: 12/17/2025 12:27:23 PM ID: 59c35acf-2a20-4195-91d2-ae7ba849f433 L. Dennis Michael dennis.michael@cityofrc.us Mayor/President City of Rancho Cucamonga Security Level: Email, Account Authentication (None) Signature Adoption: Pre-selected Style Using IP Address: 174.243.211.5 Signed using mobile Sent: 12/18/2025 7:00:07 AM Viewed: 12/18/2025 7:00:29 AM Signed: 12/18/2025 7:01:02 AM Electronic Record and Signature Disclosure: Not Offered via Docusign In Person Signer Events Signature Timestamp Editor Delivery Events Status Timestamp Agent Delivery Events Status Timestamp Intermediary Delivery Events Status Timestamp Certified Delivery Events Status Timestamp Certified Delivery Events Status Timestamp City Clerk Services Department ClerkContracts@CityofRC.us City Clerk City of Rancho Cucamonga Security Level: Email, Account Authentication (None) Using IP Address: 199.201.174.250 Sent: 12/18/2025 7:01:04 AM Viewed: 12/18/2025 10:29:09 AM Electronic Record and Signature Disclosure: Not Offered via Docusign Carbon Copy Events Status Timestamp Witness Events Signature Timestamp Notary Events Signature Timestamp Envelope Summary Events Status Timestamps Envelope Sent Hashed/Encrypted 12/17/2025 11:49:08 AM Certified Delivered Security Checked 12/18/2025 10:29:09 AM Signing Complete Security Checked 12/18/2025 7:01:02 AM Completed Security Checked 12/18/2025 10:29:09 AM Payment Events Status Timestamps Electronic Record and Signature Disclosure ELECTRONIC RECORD AND SIGNATURE DISCLOSURE From time to time, City of Rancho Cucamonga City Clerk's Office (we, us or Company) may be required by law to provide to you certain written notices or disclosures. 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