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2025 03 31 Consent 308 - RFP 01-25-01 TR Building Code & Plan Review Services
CONSENT AGENDA ITEM 308 CITY COMMISSION AGENDA | MARCH 31, 2025 REGULAR MEETING TITLE Selection of RFP 01-25-01 TR Building Code & Plan Review Services SUMMARY The City sought bids for Building Code and Plan Review Services to aid the Community Development Department with delivery of Permitting and Development services. RFP 01-25-01 TR was posted on January 24, 2025 to DemandStar and the City' s website. The response deadline was February 21, 2025. At the time of closing, the City had received 7 responses from C.A.P. Government, Charles Abbott (CAA), Joe Payne, Inc. (JPI), M.T. Causley a Safebuilt Company, PDCS, LLC, UES Professional Solutions, LLC, and Willdan Engineering. Staff scored the bids and is requesting that the City Commission accept the proposal from UES Professional Solutions, LLC, allowing them to continue providing these services to City at the proposed rate schedule. FUNDING SOURCE G/L 420-24-2400-530341-001 Others Svcs - Contract / Administrative Temp Services RECOMMENDATION Staff requests that the City Commission accept the proposal from UES Professional Solutions, LLC, allowing them to continue to providing Building Code and Plan Review Services to City at the proposed rate schedule. 309 RFP # 01-25-01 TR Building Code & Plan Review Services City of Winter Springs, Florida 1126 East State Road 434 Winter Springs, Florida 32708 REQUEST FOR PROPOSALS RFP #01-25-01 TR Date: January 24, 2025 Sealed Proposals for Professional Services relating to Building Code Administration/Building Official Services, Plans Review Services, and Building Code Inspection Services will be received by the City of Winter Springs (CITY) Procurement Department, located at Winter Springs City Hall, 1126 East State Road 434, Winter Springs, Florida 32708, until: February 21, 2025 2:00 p.m., local time FOR BUILDING CODE AND PLAN REVIEW SERVICES Said Proposals shall conform to the minimum requirements outlined in the Request For Proposal. The CITY reserves the right to reject any and all offers and to waive minor informalities. The City issues this Request for Proposals in order to select a Proposal for further contract negotiation. Selection by the CITY Commission may not result in the formation of a contract. Submission and Receipt of RFP’s: PROPOSERS shall submit their Proposal response to this RFP by: Providing one (1) original, marked as such, three (3) copies, marked as such and one (1) electronic copy of your RFP response to this office by the date and time indicated above. The outside of your package must be clearly labeled with the RFP number, title, opening date and time, and the name and address of the PROPOSER. The CITY is not responsible for submittals via postal or mail courier services, receipt by the post office or mail courier prior to the deadline does not meet the CITY’s deadline requirements. Offers received after February 21, 2025 at 2:00 p.m., will be rejected. Deadline for questions is February 06, 2025 1:00pm local time Any Addenda will be issued at or about 2:00pm on February 12, 2024 on the Demand Star platform if questions are received and require clarification. If you have any questions regarding this Request for Proposal, please contact Stuart MacLean, Procurement Manager, at (407) 327-7581, or via email at smaclean@winterspringsfl.org PROPOSAL DOCUMENTS CAN BE DOWNLOADED FREE OF CHARGE FROM: www.demandstar.com or https://www.winterspringsfl.org/rfps 310 RFP # 01-25-01 TR Building Code & Plan Review Services Request for Proposal Table of Contents PART I SCOPE OF SERVICE/EVALUATION CRITERIA ............................................................................................................. 4 Background ............................................................................................................................................................................... 4 Scope and Term of Service ........................................................................................................................................................ 4 Evaluation Criteria ..................................................................................................................................................................... 4 Timeline of Events ..................................................................................................................................................................... 5 PART II INSTRUCTIONS TO PROPOSERS AND GENERAL PROVISIONS ................................................................................... 6 Definitions ................................................................................................................................................................................. 6 Preparation of Request for Proposal ........................................................................................................................................ 6 Submission and Receipt of Proposals ....................................................................................................................................... 7 Selection of Proposal ................................................................................................................................................................ 7 Acceptance of Offer .................................................................................................................................................................. 7 Notice of Award ........................................................................................................................................................................ 8 Discrepancies, Errors, and Omissions ....................................................................................................................................... 8 Right to Reject Proposals .......................................................................................................................................................... 8 Compensation ........................................................................................................................................................................... 8 Fiscal Non-Funding Clause ........................................................................................................................................................ 8 Rights of the CITY ...................................................................................................................................................................... 8 Conflict of Interest .................................................................................................................................................................... 9 Public Entity Crimes .................................................................................................................................................................. 9 Options ...................................................................................................................................................................................... 9 Subcontracting .......................................................................................................................................................................... 9 Default of Contract ................................................................................................................................................................... 9 Modification for Changes .......................................................................................................................................................... 9 Order of Precedence ............................................................................................................................................................... 10 Examination of Records .......................................................................................................................................................... 10 Proposals Received ................................................................................................................................................................. 10 Lobbying/Cone of Silence ....................................................................................................................................................... 10 Insurance and Hold Harmless Indemnitication ....................................................................................................................... 10 Qualifications of Proposer ...................................................................................................................................................... 11 Disqualification of Proposer .................................................................................................................................................... 11 Licenses and Permits ............................................................................................................................................................... 11 Provisions for Other Agencies ................................................................................................................................................. 11 Applicable Law and Venue ...................................................................................................................................................... 12 Proposal Disclosure; Public Records Responsibilities ............................................................................................................. 12 E-Verify .................................................................................................................................................................................... 13 Modification and Withdraw .................................................................................................................................................... 13 Prohibition on Gifts to CITY Employees and Officials ............................................................................................................. 13 311 RFP # 01-25-01 TR Building Code & Plan Review Services Discrimination ......................................................................................................................................................................... 13 Federal Requirements ............................................................................................................................................................. 14 Additional Information ............................................................................................................................................................ 14 PART III SPECIFIC PROPOSAL REQUIREMENTS ................................................................................................................. 15 Format ..................................................................................................................................................................................... 15 Section A – PROPOSER Information and Acknowledgement Form ........................................................................................ 15 Section B – Table of Contents ................................................................................................................................................. 15 Section C – Introduction Letter ............................................................................................................................................... 15 Section D – Qualifications ....................................................................................................................................................... 15 Section E - Other Information ................................................................................................................................................. 15 Section F – Cost and Time ....................................................................................................................................................... 16 Section G – Mandatory Proposal Forms ................................................................................................................................. 16 Section H – Florida State Corporate Filing .............................................................................................................................. 16 MANDATORY PROPOSAL FORMS 17 • PROPOSER Information and Acknowledgement • Reference Information • Insurance Requirements • Scrutinized Company Certification • Non-Collusions Affidavit • Drug Free Workplace Certification • Public Entity Crimes Statement • Debarment, Suspension and Other Responsibility Matters Statement • E-Verify Statement • Conflict of Interest Statement • SMWBE Utilization Plan o Exhibit A Scope of Services 33 o Exhibit B Fee Schedule and Assigned Hours 38 312 RFP # 01-25-01 TR Building Code & Plan Review Services PART I SCOPE OF SERVICE/EVALUATION CRITERIA FOR RFP # 01-25-01 TR BUILDING CODE AND PLAN REVIEW SERVICES Background The City of Winter Springs is located in Seminole County Florida, which is part of the Orlando-Kissimmee-Sanford Metropolitan Area. As of 2021 the City of Winter Springs has a population of 38,317, covering 14.99 square miles. Scope and Term of Services The City of Winter Springs is requesting Proposals from qualified companies (PROPOSER or PROPOSERS) for the purposes of providing professional services relating to Building Code Administration/Building Official Services, Plans Review Services, and Building Code Inspection Services as detailed in Exhibit A attached hereto, and incorporated herein. The initial term of services shall be for three (3) years, with two (2) one (1) year options to extend upon the mutual agreement of the parties. Evaluation Criteria Proposals will be evaluated by the CITY, and the PROPOSER will be selected based upon, but not limited to, the following criteria: a. The background, and experience of the PROPOSER in providing similar services or items elsewhere, including the level of experience in working with municipalities and the quality of services performed or items supplied. b. Reasonableness/competitiveness of proposed costs and/or benefits to the City of Winter Springs. The CITY is not bound to select the PROPOSER who proposes the lowest cost or most benefits for service. The CITY of Winter Springs reserves the right to negotiate fees and/or benefits with the selected PROPOSER. c. Determination that the selected PROPOSER has no contractual relationship which would result in a conflict of interest with the CITY. d. The PROPOSER‘s ability, capacity, and skill to fully and satisfactorily, provide these services and/or items required in this RFP in a prompt and timely fashion. e. The quality of the PROPOSER’s performance in comparable and/or similar projects. Proposals will be evaluated by the CITY, and selection will be based on, but not limited to, the following scoring criteria: 313 RFP # 01-25-01 TR Building Code & Plan Review Services Pursuant to Florida Statutes § 287.05701, the CITY shall not request documentation regarding, consider, or give preference based upon, a vendor’s social, political, or ideological interests when determining the vendor’s qualifications. Timeline of Events Release of RFP January 24, 2025 Deadline to receive questions (electronically) - 1:00pm local time February 06, 2025 Addendum Released (on Demand Star) by 1:00pm local time February 12, 2025 RFP Submittals Due by 2:00 pm local time February 21, 2025 RFP Opening – Immediately after bid registration in City Commission Chambers February 21, 2025 Evaluation Committee Meeting/Selection Meeting: 3:00 pm local time (Tentative) February 27, 2025 Possible Selection Committee Meeting to clarify Proposal(s) or oral presentations – if needed Proposers will be notified by Feb. 28, 2025 March 04, 2025 CITY Commission Approval of Selection and Consideration of Contract TBD RFP 01-25-01 TRQ Building Code & Plan Review Services - Proposal Evaluation Criteria Max. Points Experience: The Proposer’s understanding of the needs of the City as demonstrated by its description and approach to the elements of this RFP 1. Related experience/background in providing similar services to municipalities in Florida 25 2. Related experience/background in Building Code Administration & Official Services 20 3. Related experience/background in Reviewing Plans and Conducting Field Inspections 20 Experience Total 65 References: Evaluation of the Proposers work for previous organizations receiveing similar services to those proposed in this RFP. See Proposal Form - References for Information Reference 1 5 Reference 2 5 Reference 3 5 References Total 15 Cost: The cost of the Proposal is important to the CITY, however, based on the evaluation of the other criteria, the CITY will not necessarily select the lowest cost Proposal 20 EXTRA BONUS POINTS: Certified Minority Business Enterprise: (3 Extra Bonus Points if Yes) The firm is a certified minority business enterprise as defined by the Florida Small and Minority Business Assistance act 3 Total Possible Points 103 314 RFP # 01-25-01 TR Building Code & Plan Review Services PART II INSTRUCTIONS TO PROPOSERS AND GENERAL PROVISIONS FOR RFP # 01-25-01 TR BUILDING CODE AND PLAN REVIEW SERVICES Definitions (as used herein) a. The term "Request for Proposal" means a solicitation of proposals. The acronym "RFP" means Request for Proposal. b. The term "Proposal" means the offer of qualitative evaluations by the PROPOSER. c. The term " PROPOSER " means the person, company, or entity making an offer. d. The term "Change Order" means a written order signed by the Finance Department or authorized representative directing the PROPOSER to make changes to a contract or purchase order resulting from the RFP. e. The term "CITY" means the City of Winter Springs, Florida. f. The term "CITY Commission" means the governing body of the City of Winter Springs. The CITY Commission is the only body that can award Proposals. g. The term “Evaluation Committee” means a team of CITY staff that will review and rank all Proposals and may provide a recommendation regarding selection of a PROPOSER to the CITY Commission. Preparation of Request for Proposal a. PROPOSERS are expected to examine the minimum requirements and all special and general conditions. Omission on the part of the PROPOSER to make the necessary examinations and investigations, or failure to fulfill every detail the requirements of the contract document, will not be accepted as a basis for varying the requirements of the CITY or the compensation to the PROPOSER. Failure to properly and fully complete the Proposal is at the PROPOSER's risk. The PROPOSER shall sign the Request for Proposal and print or type his/her name, address, and telephone number on the face page. b. The apparent silence of any supplemental minimum requirements as to any details, or the omission from it of a detailed description concerning any point will be regarded as meaning that only the best commercial practices are to prevail. All workmanship is to be first quality. All interpretations of the minimum requirements shall be made upon the basis of this statement. c. PROPOSERS should submit their response to this RFP by: Providing one (1) original, marked as such, three (3) copies, marked as such and one (1) electronic copy of PROPOSER’s Proposal to this office by the date and time indicated in Part I Timeline of Events. The outside of PROPOSER’s package must be clearly labeled with the RFP number, title, opening date and time and the name and address of the PROPOSER. The CITY is not responsible for submittals via postal or mail courier services, receipt by the post office or mail courier prior to the deadline does not meet the CITY’s deadline requirements. d. The PROPOSER should retain a copy of all documents for future reference. e. All Proposals must be signed with the PROPOSER’s name and by an officer or employee having authority to bind the PROPOSER by his/her signature as indicated by the Florida Department of State, Division of Corporations (www.sunbiz.org). Proof of corporate signer must be included with the submittal with the Proposal. You may use the Sunbiz website screen shot or include a copy of your Corporate Resolution to prove the authority of the corporate signer. 315 RFP # 01-25-01 TR Building Code & Plan Review Services f.Failure to follow the instructions in the Request for Proposal is cause for rejection of your offer. Submission and Receipt of Proposals a.Proposals must be received before the specified time as designated in the RFP Timeline of Events. A list of PROPOSERS who submitted Proposals will be furnished, upon request, following opening of the Proposals. b.Proposals shall be submitted in a sealed envelope. The envelope shall show the opening date and time, the RFP number, and the name and address of the PROPOSER. c.The City of Winter Springs is not responsible for the U.S. Mail or private couriers, in regard to mail being delivered by the specified time so that a Proposal can be considered. d.Email and Facsimile (FAX) Proposals will not be considered, however, Proposals may be modified by email and FAX notice, provided such notices are received prior to the hour and date specified. e.Late Proposals will be rejected. f.Proposals having any erasures or corrections must be initialed by the offer and in ink. Proposals shall be signed in ink. All amounts shall be typewritten or completed in ink. g.All Mandatory Proposal Forms must be completed and attached to the Proposal. h.All costs of Proposal preparation, inspection of the RFP documents, and presentation of the Proposal shall be solely borne by the PROPOSER. The CITY shall not be liable for any cost incurred by the PROPOSER during the preparation and submission of its Proposal in response to this RFP. Selection of Proposal SELECTION OF THE PROPOSER AND PROPOSAL DEEMED THE MOST QUALIFIED, MOST ADVANTAGEOUS, AND IN THE BEST INTERESTS OF THE CITY, AS DETERMINED BY THE CITY COMMISSION OF THE CITY OF WINTER SPRINGS’S SOLE AND ABSOLUTE DISCRETION, SHALL NOT RESULT IN THE FORMATION OF A CONTRACT. NO CONTRACT SHALL BE FORMED UNTIL FINAL APPROVAL OF SUCH CONTRACT BY THE CITY COMMISSION AFTER SUCCESSFUL NEGOTIATION OF SPECIFIC CONTRACT TERMS DETERMINED TO BE IN THE BEST INTERESTS OF THE CITY BY THE CITY COMMISSION. Negotiations may be terminated at any time by the CITY Manager or CITY Commission if, in his/her/its sole discretion, the CITY Manager OR CITY Commission determines that the negotiation of terms acceptable to the CITY will not be successful. Only the CITY Commission can select Proposals, authorize the CITY Manager to engage in negotiations, and ultimately enter into a contract. The RFP Evaluation Committee scores Proposals and provides a recommendation to the CITY Commission for selection. The recommendation may or may not be adopted by the CITY Commission. After the initial Evaluation Committee meeting, the Evaluation Committee may require one or more of the top-ranking PROPOSERS to attend a meeting to make an oral presentation, answer questions. This meeting will be exempt from the requirements of the Sunshine Law in accordance with section 286.0113, Florida Statutes. PROPOSER(s) will be notified of any further meeting requirements. Acceptance of Offer The signed Proposal shall be considered an offer on the part of the PROPOSER; however, such offer shall be deemed accepted only upon issuance by the CITY of a Purchase Order, Blanket Purchase Order, or execution of another contractual document deemed acceptable to the CITY. The contract will be awarded to the most responsible and responsive, qualified PROPOSER(s) whose Proposal is deemed the most advantageous and in the best interests of the CITY in accordance with the criteria set forth in this RFP. 316 RFP # 01-25-01 TR Building Code & Plan Review Services The CITY reserves the right to accept or reject any and all Proposals or parts of Proposals, waive minor informalities, and to request clarification of information from any PROPOSER. Notice of Award Within ten (10) calendar days from the date stipulated in the Notice of Award notifying PROPOSER that its Proposal has been accepted, the successful PROPOSER shall execute the Agreement. In certain circumstances, it may be necessary that with the execution of the Agreement, PROPOSER shall furnish a Performance Bond in the amount of 110 percent of the contract price. The bond shall be secured from a surety company acceptable to the CITY. The forms of the Bonds the successful PROPOSER will be required to execute are included in the RFP Documents. The CITY shall be entitled to such other rights as may be granted by law. Discrepancies, Errors, and Omissions Any discrepancies, errors, or ambiguities in the Request for Proposals or addenda (if any) should be reported in writing to the CITY's Procurement Manager. Should it be found necessary, a written Addenda will be incorporated in the Request for Proposals and will become part of the Service Agreement (contract documents). The CITY will not be responsible for any oral instructions, clarifications, or other communications. Right to Reject Proposals The CITY reserves the right to reject any or all Proposals, and to disregard typographical, mathematical, or obvious errors. The CITY will not pay costs incurred by any PROPOSER in the preparation of Proposals. Compensation Compensation, which is determined to be fair, competitive, and reasonable, will be considered during the negotiations of a final contract with the selected PROPOSER. Fiscal Non-Funding Clause In the event sufficient budgeted funds are not available for a new fiscal period, the CITY shall notify the PROPOSER of such occurrence and any contracts entered into between the CITY and PROPOSER shall terminate on the last day of the current fiscal period without penalty or expense to the CITY. Rights of the CITY This RFP constitutes an invitation for submission of Proposals to the CITY. This RFP does not obligate the CITY to procure or contract for any of the scopes of services set forth in this RFP. The CITY reserves and holds at its sole discretion, various rights and options under Florida law, including without limitation, the following: •To prepare and issue Addendums to the RFP that may expand, restrict, or cancel any portion or all work described in the RFP without obligation to commence a new procurement process or issue a modified or amended RFP. •To receive questions from potential PROPOSERS and to provide such answers in writing as it deems appropriate. •To waive any informalities, technicalities or irregularities in the PROPOSALS submitted. •To reject any and all PROPOSAL submissions. •To change the date for receipt of PROPOSAL or any deadlines and dates specified in the RFP. •To change the procurement and/or selection process prior to receipt of Proposals. •To conduct investigations regarding the information provided by each PROPOSER and to request additional information (either in writing or presentations and interviews) to support PROPOSER’s responses and submittals. •To visit facilities referenced in the PROPOSER’s submittal at any time or times during the procurement process. •To seek clarification of Proposals from the PROPOSER either in writing or in presentations and interviews •To cancel the RFP; with or without the substitution of another RFP. 317 RFP # 01-25-01 TR Building Code & Plan Review Services Conflict of Interest PROPOSER acknowledges and certifies that this Agreement does not violate any ethics provision found in Chapter 112, Florida Statutes, or Chapter 2 of the Code of Ordinances of the City of Winter Springs. The PROPOSER certifies that, to the best of their knowledge or belief, no elected/appointed official or employee of the City of Winter Springs, a spouse thereof or other person residing in the same household, is financially interested, directly or indirectly, in providing the goods or services specified in this Proposal. Financial interest includes ownership of more than five percent (5%) of the total assets or capital stock or being an officer, director, manager, partner, proprietor, or agent of the business submitting the Proposal or of any subcontractor or supplier thereof providing goods or services in excess of ten percent (10%) of the total Proposal amount. Additionally, the PROPOSER, on company letterhead, must divulge at the time of Proposal submittal, any relative, other than those already specified, of an elected /appointed official or employee of the City of Winter Springs who has a financial interest, as defined herein, in providing the goods or services specified in the Proposal. The CITY, at its sole discretion, will determine whether a conflict exists and whether to accept or reject the Proposal. Public Entity Crimes A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crime may not submit a Proposal on a contract to provide any goods or services to a public entity, may not submit a Proposal on a contract with a public entity for the construction or repair of a public building or public work, may not submit Proposals on leases of real property to a public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017, for CATEGORY TWO for a period of thirty-six (36) months from the date of being placed on the convicted vendor list. Options When the CITY requests Proposals with options regarding the extent of services to be provided, the CITY requests all PROPOSERS to provide a cost breakdown for each option proposed. Although all options may be purchased, some options may not ultimately be purchased. The CITY reserves the right to decide, at its discretion, which options shall be purchased. The CITY reserves the right to engage more than one (1) PROPOSER if it is believed that different PROPOSERS might best serve the CITY's interests in performing different segments of the work (e.g., one PROPOSER to provide building estimates, and another to provide infrastructure estimates). Subcontracting Where PROPOSERS do not have the "in-house" capability to perform work desired in the Request for Proposal, subcontracting may be permitted only with prior knowledge and approval of the CITY. The CITY must be assured of and agree that any proposed subcontractor(s) can perform work of the desired quality and in a timely manner. The name(s) of any intended subcontractor(s) should be given in the Proposal. Default of Contract In case of default by the PROPOSER, the CITY may procure the requested services from other sources and hold the PROPOSER responsible for any excess costs occasioned or incurred thereby. Modification for Changes No agreement or understanding to modify this RFP and resultant purchase order or contract shall be binding upon the CITY unless made in writing by the City of Winter Springs. 318 RFP # 01-25-01 TR Building Code & Plan Review Services Order of Precedence In the event of an inconsistency between provisions of the RFP, the inconsistency shall be resolved by giving precedence in the following order: (a) Instructions to PROPOSERS and General Provisions; and (b) the minimum requirements. Examination of Records The PROPOSER shall keep adequate records and supporting documentation applicable to the subject matter of this RFP to include, but not be limited to: records of costs, time worked, working paper and/or accumulations of data, and criteria or standards by which findings or data are measured. Said records and documentation shall be retained by the PROPOSER for a minimum of one (1) year from the date the contract is completed and accepted by the CITY. If any litigation is initiated before the expiration of the one-year period, the records shall be retained until all litigation, claims, or audit findings involving the records have been resolved, unless otherwise instructed by the CITY. Should any questions arise concerning this contract, the CITY and its authorized agents shall have the right to review, inspect, and copy all such records and documentation during the record retention period stated above; provided, however, such activity shall be conducted only during normal business hours and shall be at CITY expense. PROPOSERS shall be authorized to retain microfilm copies in lieu of original records if they so desire. Any subcontractor(s) employed by a PROPOSER who is subject to these requirements and the PROPOSER itself are required to so notify any such subcontractor(s). Proposals Received All Proposals received in response to this RFP become the property of the CITY. Lobbying/Cone of Silence Lobbying is defined as any action taken by an individual, firm, association, joint venture, partnership, syndicate, corporation, and/or all other groups who seek to influence the governmental decision of a CITY Commission Member, the CITY Manager, any requesting or evaluating Department/Division/Office personnel and/or any member of the Evaluation Committee concerning an active solicitation during the black-out period. A lobbying black-out period commences upon the issuance of this solicitation document. If an award item is presented to CITY Commission for approval or for a request to provide authorization to negotiate a Contract(s) and the CITY Commission refers the item back to the CITY Manager, Procurement Division and/or requesting Department/Division/Office for further review or otherwise does not act on the item, the Cone of Silence/Lobbying Black- out Period will be reinstated until such time as the CITY Commission meets to consider the item for action. Bidders, PROPOSERS, Respondents, potential vendors, service providers, lobbyists, consultants, or vendor representatives shall not contact any CITY Commission member, the CITY Manager, any requesting or evaluating Division, Department, Office personnel, and/or any member of the Evaluation Committee concerning an active Request For Proposal during the Lobbying/Cone of Silence Black-out Period. Insurance and Hold Harmless Indemnification To the fullest extent permitted by laws and regulations, Bidder shall indemnify and hold harmless CITY and its consultants, agents and employees from and against all claims, damages, losses and expenses, direct, indirect or consequential (including but not limited to fees and charges of engineers, architects, attorneys and other professionals and court and arbitration costs) arising out of or resulting from the performance of the Work, provided that any such claim, damage, loss or expenses (a) is attributable to bodily injury, sickness, disease or death, or to injury to or destruction of tangible property other than the Work itself) including the loss of use resulting therefrom and (b) is caused in whole or in part by any negligent act or omission of PROPOSER, any Subcontractor, any person or organization directly or indirectly employed by any of them to perform or furnish any of the Work or anyone for whose acts any of them may be liable, regardless of whether or not it is caused in part by a party indemnified hereunder or arises by or is imposed by Law and Regulations regardless of the negligence of any such party. 319 RFP # 01-25-01 TR Building Code & Plan Review Services In any and all claims against CITY or any of their consultants, agents or employees by any employee of PROPOSER, any Subcontractor, any person or organization directly or indirectly employed by any of them to perform or furnish any of the Work or anyone for whose acts any of them may be liable, the indemnification obligation under the previous paragraph shall not be limited in any way by any limitation on the amount or type of damages, compensation or benefits payable by or for Bidder or any such Subcontractor or other person or organization under workers’ or workmen’s compensation acts, disability benefit acts or other employee benefit acts. PROPOSER's Liability Insurance - The PROPOSER shall not commence any work under this Contract until he has obtained all insurance required under the Agreement. PROPOSER shall purchase and maintain such comprehensive general liability and other insurance as is appropriate for the Work being performed and furnished and as will provide protection from claims set forth which may arise out of or result from PROPOSER's performance and furnishing of the Work and PROPOSER's other obligations under the Contract Documents, whether it is to be performed or furnished by PROPOSER, by any Subcontractor, by anyone directly or indirectly employed by any of them to perform or furnish any of the Work, or by anyone for whose acts any of them may be liable. The insurance required shall include the specific coverage's and be written for not less than the limits of liability and coverage's provided or required by law, whichever is greater. The comprehensive general liability insurance shall include completed operations insurance. The comprehensive general liability insurance shall also include Contractual Liability Insurance applicable to PROPOSER's obligations under the Hold Harmless Indemnification. All of the policies of insurance so required to be purchased and maintained (or the certificates or their evidence thereof) shall contain a provision or endorsement that the coverage afforded will not be canceled, materially changed or renewal refused until at least thirty days’ prior written notice has been given to CITY by certified mail. All such insurance shall remain in effect until final payment and at all times thereafter when PROPOSER may be correcting, removing or replacing defective work in accordance with the Contract Documents. PROPOSER's General Liability Insurance shall include the CITY, and CITY's consultants as insured or additional insured which may be accomplished by either an endorsement of PROPOSER's Comprehensive General Liability policy or by PROPOSER 's carrier issuing a separate protection liability policy. Qualifications of PROPOSER A PROPOSER may be required, before the award of any contract, to show to the complete satisfaction of the CITY that they have the necessary facilities, equipment, ability and financial resources to perform the work in a satisfactory manner within the time specified. Disqualification of PROPOSER Any or all Proposals will be rejected if there is any reason for believing that collusion exists among the PROPOSERS, and participants in such collusion will not be considered in future Proposals for the same work. Licenses and Permits The PROPOSER shall secure all licenses and permits and shall comply with all applicable laws, regulations and codes as required by the United States, the State of Florida, or by the City of Winter Springs. The PROPOSER must fully comply with all Federal and State Laws and County and Municipal Ordinances and Regulations in any manner affecting the performance of the work. Provisions for Other Agencies Unless otherwise stipulated by the PROPOSER, the PROPOSER agrees to make available to the Government agencies, departments, and municipalities the prices submitted in accordance with said terms and conditions therein, should any said governmental entity desire to buy under the Proposal. 320 RFP # 01-25-01 TR Building Code & Plan Review Services Applicable Law and Venue This Agreement shall be governed by, construed and interpreted in accordance with the laws of the State of Florida without regard to the conflicts or choice of law principals thereof. Each of the parties hereto: (a) irrevocably submits itself to the exclusive jurisdiction of the State of Florida, and agree that venue shall lie exclusively in the Eighteenth Judicial Circuit Court in and for Seminole County, Florida for any state court action arising out of this Agreement, and exclusively in the United States District Court for the Middle District of Florida, Orlando Division, for any federal court action arising out of this Agreement; (b) waives and agrees not to assert against any party hereto, by way of motion, as a defense or otherwise, in any suit, action or other proceeding, (i) any claim that it is not personally subject to the jurisdiction of the above-named courts for any reason whatsoever, and (ii) any claim that such suit, action, or proceeding by any party hereto is brought in an inconvenient form or that venue of such suit, action, or proceeding is improper or that this Agreement or the subject matter hereof may not be enforced in or by such courts. Proposal Disclosure; Public Records Responsibilities Florida law provides that municipal records shall, at all times, be open for personal inspection by any person. Section 119.01, Florida Statutes et. seq. (the Public Records Law). Unless otherwise provided by the Public Records Law, information and materials received by the CITY in connection with an RFP response and under any awarded contract shall be deemed to be public records subject to public inspection and/or copying at the end of the statutory exemption time period pursuant to Section 119.071, Florida Statutes. However, certain exemptions to the Public Records Law are statutorily provided for under sections 119.07 and 119.071, Florida Statutes, and other applicable laws. If the PROPOSER believes any of the information contained in its response is exempt from the Public Records Law, including trade secrets as defined by Florida law, the PROPOSER must, in its response, specifically identify the material which is deemed to be exempt and cite the legal authority for the exemption; otherwise, the CITY will treat all materials received as public records. Pursuant to section 119.0701, Florida Statutes, for any tasks performed by PROPOSER on behalf of the CITY, PROPOSER shall: (a) keep and maintain all public records, as that term is defined in chapter 119, Florida Statutes (“Public Records”), required by the CITY to perform the work contemplated by this Agreement; (b) upon request from the CITY’s custodian of public records, provide the CITY with a copy of the requested Public Records or allow the Public Records to be inspected or copied within a reasonable time at a cost that does not exceed the costs provided in chapter 119, Florida Statutes, or as otherwise provided by law; (c) ensure that Public Records that are exempt or confidential and exempt from Public Records disclosure requirements are not disclosed except as authorized by law for the duration of the term of this Agreement and following completion or termination of this Agreement, if PROPOSER does not transfer the records to the CITY in accordance with (d) below; and (d) upon completion or termination of this Agreement, (i) if the CITY, in its sole and absolute discretion, requests that all Public Records in possession of PROPOSER be transferred to the CITY, PROPOSER shall transfer, at no cost, to the CITY, all Public Records in possession of PROPOSER within thirty (30) days of such request or (ii) if no such request is made by the CITY, PROPOSER shall keep and maintain the Public Records required by the CITY to perform the work contemplated by this Agreement. If PROPOSER transfers all Public Records to the CITY pursuant to (d)(i) above, PROPOSER shall destroy any duplicate Public Records that are exempt or confidential and exempt from Public Records disclosure requirements within thirty (30) days of transferring the Public Records to the CITY and provide the CITY with written confirmation that such records have been destroyed within thirty (30) days of transferring the Public Records. If PROPOSER keeps and maintains Public Records pursuant to (d)(ii) above, PROPOSER shall meet all applicable requirements for retaining Public Records. All Public Records stored electronically must be provided to the CITY, upon request from the CITY’s custodian of public records, in a format that is compatible with the information technology of the CITY. If PROPOSER does not comply with a Public Records request, or does not comply with a Public Records request within a reasonable amount of time, the CITY may pursue any and all remedies available in law or equity including, but not limited to, specific performance. The provisions of this section only apply to those tasks in which PROPOSER is acting on behalf of the CITY. IF THE PROPOSER HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE PROPOSER’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: Telephone number: (407) 327-6560 ext. 7003 E-mail address: cityclerkdepartment@winterspringsfl.org 321 RFP # 01-25-01 TR Building Code & Plan Review Services E-Verify Pursuant to section 448.095, Florida Statutes, beginning January 1, 2021, any CITY contractors shall register with and use the U.S. Department of Homeland Security’s E-Verify system, https://e-verify.uscis.gov/emp, to verify the work authorization status of all employees hired on and after January 1, 2021. CITY contractors must provide evidence of compliance with section 448.095, Florida Statutes. Evidence shall consist of an affidavit from the PROPOSER stating all employees hired on and after January 1, 2021 have had their work authorization status verified through the E-Verify system and a copy of their proof of registration in the E-Verify system. Failure to comply with this provision will be a material breach of the contract, and shall result in the immediate termination of a contract without penalty to the CITY. PROPOSER shall be liable for all costs incurred by the CITY securing a replacement contract, including but not limited to, any increased costs for the same services, any costs due to delay, and rebidding costs, if applicable. If the PROPOSER utilizes subcontractors the following shall apply: PROPOSER shall also require all subcontractors performing work under the Agreement to use the E-Verify system for any employees they may hire during the term of the Agreement. PROPOSER shall obtain from all such subcontractors an affidavit stating the subcontractor does not employ, contract with, or subcontract with an unauthorized alien, as defined in section 448.095, Florida Statutes. PROPOSER shall provide a copy of all subcontractor affidavits to the CITY upon request and shall maintain a copy for the duration of the Agreement. Modification and Withdraw Proposals may not be modified after submittal. Proposals may be withdrawn at any time prior to the deadline. Withdrawal requests shall be made in writing and must be received by the CITY’s Procurement Manager before the time and date stated or as amended for the Proposal Opening. Properly withdrawn Proposals will be returned unopened to the PROPOSER submitting the Proposal. A PROPOSER who timely withdraws his Proposal may submit a new Proposal in the same manner as specified herein under “Submission of Proposal.” A Proposal submitted in place of a withdrawn Proposal shall be clearly marked as such on the outside of the envelope and on the Bid Form. If a Contract is not awarded within 90 calendar days after opening of Proposals, a PROPOSER may file a written request with the CITY’s Procurement Manager for the withdrawal of its Proposal. Prohibition on Gifts to City Employees and Officials No organization or individual shall offer or give, either directly or indirectly, any favor, gift, loan, fee, service or other item of value to any CITY employee, as set forth in Chapter 112, Part III, Florida Statutes, the current CITY Ethics Ordinance, and CITY Administrative Policy. Violation of this provision may result in one or more of the following consequences: a.Prohibition by the individual, firm, and/or any employee of the firm from contact with CITY staff for a specified period of time; b.Prohibition by the individual and/or firm from doing business with the CITY for a specified period of time, including but not limited to: submitting bid/Proposals, RFP, and/or quotes; and, c.Immediate termination of any contract held by the individual and/or firm for cause. Discrimination An entity or affiliate who has been placed on the discriminatory vendor list may not submit a bid, Proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a bid, Proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit bids, Proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity; and may not transact business with any public entity. 322 RFP # 01-25-01 TR Building Code & Plan Review Services Federal Requirements This contract may be funded in whole or in part with federal funding. As such, federal laws, regulations, policies and related administrative practices shall apply to any contract negotiated with a selected firm as required by federal law. The most recent of such requires, including any amendments made such the submission of the Proposal, shall apply, unless federal government determines otherwise. The federal government requirements contained in the most recent version of the Uniform Administrative Requirements for federal awards (Uniform Rules) codified at 2.C.F.R, Part 200, including any certifications and contractual provisions required by any federal statutes or regulations referenced therein to be included in this contract are deemed incorporated herein by reference and shall be incorporated into any sub-agreement or subcontract executed by the Proposer pursuant to its obligations under federal law. Additional Information Additional information may be obtained from the Procurement Manager, (407) 327-7581, or from any other individual listed on the RFP cover letter. 323 RFP # 01-25-01 TR Building Code & Plan Review Services PART III SPECIFIC PROPOSAL REQUIREMENTS For RFP 01-25-01 TR BUILDING CODE AND PLAN REVIEW SERVICES Format To assure consistency, Proposals must conform to the following format: A.PROPOSER Information and Acknowledgement Form B.Table of Contents C.Introduction Letter D. Qualifications E.Other Information F.Cost & Time G.Mandatory Proposal Forms H.Florida State Corporate Filing Section A – PROPOSER Information and Acknowledgement Form 1.Use the form provided in the Mandatory Proposal Forms titled “PROPOSER INFORMATION AND ACKNOWLEDGEMENT FORM.” (See Proposal Form 1) Section B – Table of Contents 1.Identify Proposal material by section and page number. Section C – Introduction Letter 1.Summarize the key points of the Proposal including an understanding of the scope of work. Must be signed by an authorized official of the PROPOSER. Section D – Qualifications 1.General – Provide general information about the PROPOSER, including size, office location(s), and structure of PROPOSER. Identify and explain any significant changes in organizational structure, ownership, or management both firm-wide and within Fixed Income/ Public Finance during the past five (5) years. 2.PROPOSER Experience – Describe the PROPOSER’s experience with providing these services, with a focus on the PROPOSER’s experience with other municipalities. 3.Team Experience – Identify key members of PROPOSER’s team that will service the CITY. Identify the proposed project manager. Provide brief resumes for key team members that will service the CITY as an Appendix. 4.References – Use the form provided in the Mandatory Proposal Forms titled “REFERENCE INFORMATION FORM” 5. Conclusion – Briefly summarize why PROPOSER should be selected, including why PROPOSER is pursuing the City of Winter Springs’ business. In short, summarize what makes PROPOSER different and why the CITY should select PROPOSER above all others. Section E - Other Information This section should address any other information necessary for a full understanding of PROPOSER’s services. Please provide relevant information on any additional services offered by PROPOSER. 324 RFP # 01-25-01 TR Building Code & Plan Review Services Section F – Cost and Time This section must clearly state the cost and estimated completion time, if applicable, associated with the project. Use Exhibit B: Fee Schedule and Assigned Hours. Section G – Mandatory Proposal Forms Fill out and return the forms provided; PROPOSER Information and Acknowledgement Form, References Information Form, Insurance Requirement Form, Scrutinized Company Certification, Non-Collusion Affidavit of Prime Respondent, Drug Free Workplace Form, Public Entity Crimes Statement, Debarment, Suspension and Other Responsibility Matters Form, E-Verify Statement, Conflict of Interest Statement, SMWBE Utilization Plan and Exhibit B Fee Schedule and Assigned Hours. Section H – Florida State Corporate Filing 1. All Proposals must be signed with the PROPOSER’s name and by an officer or employee having authority to bind the PROPOSER by his/her signature as indicated by the Florida Department of State, Division of Corporations (www.sunbiz.org). Proof of corporate signer must be included with the submittal with the Proposal. Use Sunbiz website screen shot or include a copy of Corporate Resolution or a Power of Attorney. 325 RFP # 01-25-01 TR MANDATORY FORM MANDATORY PROPOSAL FORMS Proposal Form 1 - PROPOSER Information and Acknowledgement Form Proposal Form 2 -References Information Form Proposal Form 3 -Insurance Requirements Form Proposal Form 4 -Scrutinized Company Certification Proposal Form 5 -Non-Collusion Affidavit Proposal Form 6 -Drug Free Workplace Form Proposal Form 7 -Public Entity Crimes Statement Proposal Form 8 -Debarment, Suspension and Other Responsibility Matters Proposal Form 8 - E-Verify Statement Proposal Form 9 -Conflict of Interest Statement Proposal Form 10 -SMWBE Utilization Plan Mandatory forms must be submitted with the Proposal. Failure to submit forms may disqualify the PROPOSER from the RFP •EXHIBIT A Scope Of Services •EXHIBIT B Fee Schedule and Assigned Hours 326 RFP # 01-25-01 TR MANDATORY FORM PROPOSER INFORMATION AND ACKNOWLEDGEMENT FORM For RFP # 01-25-01 TR BUILDING CODE AND PLAN REVIEW SERVICES The undersigned PROPOSER does hereby agree to furnish the City of Winter Springs, Florida, the items listed in accordance with the minimum requirements/evaluation criteria shown by the Request for Proposal to be delivered to the specified site for the price indicated. IT IS THE PROPOSER’S RESPONSIBILITY TO CHECK www.demandstar.com FOR FINAL DOCUMENTS AND ADDENDA BEFORE SUBMITTAL THIS PROPOSAL MUST BE SIGNED BY THE PRINCIPAL OR DIRECTOR AS INDICATED BY THE FLORIDA DEPARTMENT OF STATE, DIVISION OF CORPORATIONS (www.sunbiz.org). Proof of corporate signer must be submitted with Proposal. If not submitted, PROPOSER will be considered non-responsive. Use Sunbiz website screen shot or copy of Corporate Resolution or Power of Attorney. PROPOSER NAME: TAX ID# SNN or EIN: PROPOSER ADDRESS: PURCHASE ORDER ADDRESS: PHONE NUMBER: COMPANY WEBSITE: COMPANY CONTACT (REP): CONTACT EMAIL ADDRESS: SIGNATURE: THE UNDERSIGNED: A.Acknowledges receipt of: 1.RFP # 01-25-01 TR Pertaining To: Building Code and Plan Review Services 2.Addenda: Number: _________, Dated _________________. Number: _________, Dated _________________. B.Has examined the site and all RFP Documents and understands that in submitting its Proposal, they waive all right to plead any misunderstanding regarding the same. C.Agrees: 1.To hold this Proposal open for 90 calendar days after the bid opening date. 2.To furnish the services specified in this RFP at the prices quoted in Proposal and in compliance with the RFP Documents. 3.To accept the provisions of the Instructions to PROPOSERS. 4.To negotiate a contract with the CITY incorporating the Proposal prices, if selected on the basis of this Proposal. 5.To accomplish the work in accordance with the contract documents. D.Certifies: 1. That all information contained in this Proposal is truthful to the best of my knowledge and belief. 2.That I am duly authorized to submit this Proposal on behalf of the PROPOSER and that the PROPOSER is ready, willing, and able to perform if awarded the Proposal. Stipulated Amount A.Submit on Exhibit B Fee Schedule and Assigned Hours. 327 RFP # 01-25-01 TR MANDATORY FORM REFERENCE INFORMATION FORM RFP # 01-25-01 TR BUILDING CODE AND PLAN REVIEW SERVICES Organization: Contact Person: Address: City: State: Zip: Phone Number: ( ) Project Cost: Date Performed: Organization: Contact Person: Address: City: State: Zip: Phone Number: ( ) Project Cost: Date Performed: Organization: Contact Person: Address: City: State: Zip: Phone Number: ( ) Project Cost: Date Performed: PROPOSER Representative Typed Name/Title: PROPOSER Representative Signature: PROPOSER: 328 RFP # 01-25-01 TR MANDATORY FORM INSURANCE REQUIREMENTS FORM Insurance Type Required Limits Worker’s Compensation Statutory Limits of Florida Statutes, Chapter 440 and all Federal Government Statutory Limits Employer’s Liability $1,000,000 each accident, single limit per occurrence Commercial General Liability (Occurrence Form) patterned after the current ISO form $1,000,000 single limit per occurrence $3,000,000 aggregate for Bodily Injury Liability & Property Damage Liability. This shall include Premises and Operations; Independent Contractors; Products & Completed Operations & Contractual Liability. Indemnification To the maximum extent permitted by Florida law, the Contractor/Vendor/Consultant shall indemnify and hold harmless City of Winter Springs, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys’ fees and paralegals’ fees, to the extent caused by the negligence, recklessness, or intentional wrongful conduct of the Contractor/Vendor/Consultant or anyone employed or utilized by the Contractor/Vendor/Consultant in the performance of the Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an indemnified party or person described in this paragraph. This section does not pertain to any incident arising from the sole negligence of the City of Winter Springs. Automobile Liability $1,000,000 each person; Bodily Injury & Property Damage, Owned/Non-owned/Hired; Automobile Included. Other PROPOSER shall ensure that all subcontractors comply with the same insurance requirements that it is required to meet. The same PROPOSER shall provide the CITY with certificates of insurance meeting the required insurance provisions. The City of Winter Springs must be named as “Additional Insured” on the Insurance Certificate for Commercial General Liability where required. The Certificate Holder shall be named as City of Winter Springs. Thirty (30) days cancellation notice required. The undersigned PROPOSER agrees to obtain, prior to award, if selected,a minimum level of insurance as stated above. PROPOSER Authorized Signature Officer Title Date 329 RFP # 01-25-01 TR MANDATORY FORM SCRUTINIZED COMPANY CERTIFICATION Florida Statutes, Sections 287.135 and 215.473 Pursuant to Section 287.135, Florida Statutes (2017), a company is ineligible to, and may not, bid on, submit a proposal for, or enter into or renew a contract with the CITY for goods or services of: a.Any amount if, at the time of bidding on, submitting a proposal for, or entering into or renewing such contract, the Proposer is on the Scrutinized Companies that Boycott Israel List, created pursuant to s. 215.4725, or is engaged in a boycott of Israel; or b.One million dollars or more if, at the time of bidding on, submitting a proposal for, or entering into or renewing such contract, the company: Is on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Terrorism Sectors List, created pursuant to s. 215.473; or c.Is engaged in business operations in Cuba or Syria. Subject to limited exceptions provided in state law, the CITY will not contract for the provision of goods or services with any scrutinized company referred to above. The Proposer must submit this required certification form attesting that it is not a scrutinized company and is not engaging in prohibited business operations. The following shall be grounds for termination of the contract at the option of the awarding body: a.The Proposer is found to have submitted a false certification; been placed on the Scrutinized Companies with Activities in Sudan List; b.Been placed on the Scrutinized Companies that Boycott Israel List or c.Is engaged in a boycott of Israel; or d.Been engaged in business operations in Cuba or Syria. e.Has been placed on a list created pursuant to s. 215.473, Florida Statutes, relating to scrutinized active business operations in Iran. The CITY shall provide notice, in writing, to the Proposer of any determination concerning a false certification. a.The Proposer shall have five (5) days from receipt of notice to refute the false certification allegation. b.If such false certification is discovered during the active contract term, the Proposer shall have ninety (90) days following receipt of the notice to respond in writing and demonstrate that the determination of false certification was made in error. c.If the Proposer does not demonstrate that the CITY’s determination of false certification was made in error then the CITY shall have the right to terminate the contract and seek civil remedies pursuant to Section 287.135, Florida Statutes. 330 RFP # 01-25-01 TR MANDATORY FORM THIS CERTIFICATION FORM MUST BE COMPLETED AND INCLUDED IN YOUR BID RESPONSE. FAILURE TO SUBMIT THIS FORM AS INSTRUCTED SHALL RENDER YOUR BID SUBMITTAL NON-RESPONSIVE. a.The Vendor, owners, or principals are aware of the requirements of Section 287.135, Florida Statutes; and b.The Vendor, owners, or principals are eligible to participate in this solicitation and not listed on the Scrutinized Companies that Boycott Israel List or engaged in a boycott of Israel; and c.For contracts of one million dollars or more, the Vendor, owners, or principals are eligible to participate in this solicitation and not listed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Terrorism Sectors List and, further, are not engaged in business operations in Cuba or Syria; and d.If awarded the Contract, the Vendor, owners, or principals will immediately notify the CITY in writing if any of its company, owners, or principals: are placed on the Scrutinized Companies that Boycott Israel List, the Scrutinized Companies with Activities in Sudan List, or the Scrutinized Companies with Activities in the Iran Terrorism Sectors List; engage in a boycott of Israel; or engage in business operations in Cuba or Syria. (Authorized Signature) (Printed Name and Title) (Name of Proposer) STATE OF ____________________________________ COUNTY OF __________________________________ The foregoing instrument was acknowledged before me by means of (_____) physical presence or (_____) online notarization, this ______ day of __________, 2025 by _____________________ the _________________ of __________________________, a ________________________ (____) who is personally known to me or (_____) who produced ______________________________________ as identification. Notary Public: _________________________________ Print Name: ___________________________________ My Commission Expires: _________________________ 331 RFP # 01-25-01 TR MANDATORY FORM NON-COLLUSION AFFIDAVIT of PRIME PROPOSER STATE OF COUNTY OF ____________________________________, being duly sworn, deposes and says that: (1)He/she is ___________________________ of ___________________________________ Title PROPOSER The PROPOSER that has submitted the attached response. (2)He/she is fully informed respecting the preparation and contents of the attached Proposal and of all pertinent circumstances respecting such solicitation. (3) Such Proposal is genuine and is not a collusive or sham solicitation. (4) Neither the PROPOSER nor any of its officers, partners, owners, agent representatives, employees or parties in interest including this affiant, has in any way, colluded, conspired, or agreed, directly or indirectly, with any other PROPOSER, firm or person, to submit a collusive or sham response in connection with the RFP for which the attached Proposal has been submitted or to refrain from proposing in connection with such RFP, or has in any manner, directly or indirectly, sought by Agreement or collusion or communication or conference with any other PROPOSER, firm or person to fix the price or prices in the attached Proposal or of any other PROPOSER, or to fix any overhead, profit or cost element of the proposed price or the proposed price of any other PROPOSER, or to secure through any collusion, conspiracy, connivance or unlawful Agreement any advantage against the City of Winter Springs, Florida, or any person interested in the proposed Agreement. (5) The price or prices quoted in the attached Proposal are fair and proper and are not tainted by any collusion, conspiracy, or unlawful Agreement on the part of the PROPOSER or any of its agents, representatives, owners, employees, or parties of interest, including affiant. (Signed) (Title) STATE OF _______________________________________ COUNTY OF _____________________________________ The foregoing instrument was acknowledged before me this ____________________by _____________________________, who is (___) personally known to me or (___) who has produced _______________________________ as identification and who (did / did not) take an oath. ________________________________________ (Signature of Notary Public) ________________________________________ (Name of Notary Typed, Printed or Stamped) Notary Public ________________________________________ (Commission Number) 332 RFP # 01-25-01 TR MANDATORY FORM DRUG FREE WORKPLACE FORM The undersigned PROPOSER, in accordance with Florida Statute 287.087 hereby certifies that _____________________________________________________ does: (Name of PROPOSER) 1.Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2.Inform employees about the dangers of drug abuse in the workplace, the business’s policy of maintaining a drug- free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3.Give each employee engaged in providing the commodities or contractual services that are under contract a copy of the Drug-Free statement. 4.Notify the employees that as a condition of working on the commodities or contractual services that are under contract, employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of Chapter 893 or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five (5) days after such conviction. 5.Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee’s community, by any employee who is so convicted. 6.Make a good faith effort to continue to maintain a drug-free workplace through implementation of this section. 7.As the person authorized to sign the statement, I certify that this business complies fully with the above requirements. (Authorized Signature) (Date) (Print/Type Name as Signed Above 333 RFP # 01-25-01 TR MANDATORY FORM PUBLIC ENTITY CRIMES STATEMENT SWORN STATEMENT UNDER F.S. SECTION 287.133(3) (A), ON PUBLIC ENTITY CRIMES THIS FORM MUST BE SIGNED IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICER AUTHORIZED TO ADMINISTER OATHS. 1.This sworn statement is submitted with Proposal for RFP 01-25-01 TR Building Code and Plan Review Services. 2.This sworn statement is submitted by (PROPOSER) ___________________________ whose business address is _____________________________________ and (if applicable) Federal Employer Identification Number (FEIN) is _____________________ (If a Sole Proprietor and you have no FEIN, include the last four (4) digits of your Social Security Number: ___________. 3.My name is ____________________ and my relationship to the PROPOSER named above is _____________________. 4.I understand that a "public entity crime" as defined in Paragraph 287.133(a) (g). Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or with the United States, including, but not limited to, any proposal or contract for goods or services to be provided to any public entity or any agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation. 5.I understand that "convicted" or "conviction" as defined in paragraph 287.133(a) (b), Florida Statutes, means finding of guilt or a conviction of a public entity crime with or without an adjudication of guilt, in any federal or state trial court of records relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, non-jury trial, or entry of a plea of guilty or nolo contendere. 6.I understand that an "affiliate" as defined in Paragraph 287.133(1) (a), Florida Statutes, means: •A predecessor or successor of a person convicted of a public entity crime; or •An entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime. The term "affiliate" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The City of Fernandina Beach, Florida ownership by one of shares constituting a controlling income among persons when not for fair interest in another person, or a pooling of equipment or income among persons when not for fair market value under a length agreement, shall be a prima facie case that one person controls another person. A person who was knowingly convicted of a public entity crime, in Florida during the preceding 36 months shall be considered an affiliate. 7.I understand that a "person" as defined in Paragraph 287.133(1) (e), Florida Statutes, means any natural person or entity organized under the laws of the state or of the United States with the legal power to enter into a binding contract for provision of goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in management of an entity. 8. Based on information and belief, the statement which I have marked below is true in relation to the entity submitting this sworn statement. (Please indicate which statement applies) ____Neither the entity submitting this sworn statement, nor any officers, directors, executives, partners, shareholders, employees, members, or agents who are active in management of the entity, nor affiliate of the entity have been charged with and convicted of a public entity crime subsequent to July 1, 1989. ____The entity submitting this sworn statement, or one or more of the officers, directors, executives, partners, shareholders, employees, members, or agents who are active in management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. (Please attach a copy of the final order.) 334 RFP # 01-25-01 TR MANDATORY FORM PUBLIC ENTITY CRIMES STATEMENT cont. ____The person or affiliate was placed on the convicted FIRM list. There has been a subsequent proceeding before a hearing officer of the State of Florida, Division of Administrative Hearings. The final order entered by the hearing officer determined that it was in public interest to remove the person or affiliate from the convicted FIRM list. (Please attach a copy of the final order.) ____The person or affiliate has not been placed on the convicted FIRM list. (Please describe any action taken by, or pending with, the Department of General Services.) ___________________________________________________________ Signature Date: STATE OF __________________________________ COUNTY OF ________________________________ PERSONALLY, APPEARED BEFORE ME, the undersigned authority, who, after first being sworn by me, affixed his/her signature at the space provided above on this ___ day of ________________, 2025, and is personally known to me, or has provided ______________________ as identification. ____________________________________________ My Commission expires: ________________ Notary Public 335 RFP # 01-25-01 TR MANDATORY FORM DEBARMENT, SUSPENSION and OTHER RESPONSIBILITY MATTERS Certification A - Primary Covered Transactions The prospective primary participant certifies to the best of its knowledge and belief that its principals: Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal debarment or agency; Have not within a three-year period preceding this proposal, been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification, or destruction of records, making false statements, or receiving stolen property; Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, State, or local) with commission of any of the offenses enumerated in paragraph (1) (b) of this certification; and Have not within a three-year period preceding this application/proposal had one or more public transactions (Federal, State, or local) terminated for cause or default. Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation of this proposal. Instructions for Certification (A) By signing and submitting this Bid, the prospective primary participant is providing the certification set out below; The inability of a person to provide the certification required below will not necessarily result in denial of participation in this covered transaction. The prospective participant shall submit an explanation of why it cannot provide the certification set out below. The certification or explanation will be considered in connection with the department or agency’s determination whether to enter into this transaction. However, failure of the prospective primary participant to furnish a certification or any explanation shall disqualify such person from participation in this transaction. The certification in this clause is a material representation of fact upon which reliance was placed when the department or agency determined to enter into this transaction. If it is later determined that the prospective primary participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause or default. The prospective primary participant shall provide immediate written notice to the department or agency to which this proposal is submitted if at any time the prospective primary participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. a)The terms covered transaction, debarred, suspended, ineligible, lower tier covered transaction, participant, person, primary covered transaction, principal, proposal, and voluntarily excluded, as used in this clause, have the meanings set out in the Definitions and Coverage sections of the rules implementing Executive Order 12549. You may contact the department or agency to which this proposal is being submitted for assistance in obtaining a copy of these regulations. 336 RFP # 01-25-01 TR MANDATORY FORM b)The prospective primary participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency entering into this transaction. c)The prospective primary participant further agrees by submitting this proposal that it will include the clause titled “Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion – Lower Tier Covered Transaction,” provided by the department or agency entering into this covered transaction, without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions. d)A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines this eligibility of its principals. Each participant may, but is not required to, check the Non- procurement List. e)Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. f)Except for transactions authorized under paragraph (6) of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause of default. Certification B - Lower Tier Covered Transactions a.The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency. b.Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. Instructions for Certification (B) By signing and submitting this proposal, the prospective lower tier participant is providing the certification set out below. a.The certification in this clause is a material representation of fact upon which reliance was placed when this transaction was entered into. If it is later determined that the prospective lower tier participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies, including suspension and/or debarment. b.The prospective lower tier participant shall provide immediate written notice to the person to whom this proposal is submitted if at any time the prospective lower tier participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. 337 RFP # 01-25-01 TR MANDATORY FORM c.The terms covered transaction, debarred, suspended, ineligible, lower tier covered transaction, participant, person, primary covered transaction, principal, proposal, and voluntarily excluded, as used in this clause, have the meanings set out in the Definitions and Coverage sections of rules implementing Executive Order 12549. You may contact the person to which this proposal is submitted for assistance in obtaining a copy of these regulations. d.The prospective lower tier participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency with which this transaction originated. e.The prospective lower tier participant further agrees by submitting this proposal that it will include this clause title “Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion – Lower Tier Covered Transaction,” without modification, in all lower tier covered transactions and in all solicitation for lower tier covered transactions. f.A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines the eligibility of its principles. Each participant may but is not required to, check the Non- procurement List. g.Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. h.Except for transactions authorized under paragraph (5) of these instructions, if a participant in a lower covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies including suspension and/or debarment. PROPOSER: Date: Signature of Authorized Certifying Official: Title: 338 RFP # 01-25-01 TR MANDATORY FORM E-VERIFY STATEMENT Proposal Number: RFP # 01-25-01 TR Project Description: Building Code and Plan Review Services PROPOSER acknowledges and agrees to the following: PROPOSER shall utilize the U.S. Department of Homeland Security’s E-Verify system, in accordance with the terms governing use of the system, to confirm the employment eligibility of: 1.All persons employed by the PROPOSER during the term of the Contract to perform employment duties within Florida; and 2.All persons assigned by the PROPOSER to perform work pursuant to the contract with the CITY. PROPOSER: __________________________________________________________________ Authorized Signature: __________________________________________________________ Title: ________________________________________________________________________ Date: _______________________________________________________________________ 339 RFP # 01-25-01 TR MANDATORY FORM CONFLICT OF INTEREST STATEMENT This sworn statement is submitted with Proposal for RFP # 01-25-01 TR Building Code and Plan Review Services This sworn statement is submitted by (PROPOSER) ___________________________________ whose business address is __________________________________________ and (if applicable) Federal Employer Identification Number (FEIN) is ___________________________( If a Sole Proprietor and you have no FEIN, include the last four (4) digits of your Social Security Number: ____________.) My name is ________________________ and my relationship to the PROPOSER named above is__________________. 1.The above-named PROPOSER is submitting a Proposal for the City of Winter Springs. 2.The Affiant has made diligent inquiry and provides the information contained in the Affidavit based upon his/her own knowledge. 3.The Affiant states that only one submittal for the above Proposal is being submitted and that the above-named PROPOSER has no financial interest in other entities submitting Proposals for the same project. 4.Neither the Affiant nor the above- named PROPOSER has directly or indirectly entered into any agreement, participated in any collusion, or otherwise taken any action in restraints of free competitive pricing in connection with the PROPOSER’s submittal for the above Proposal. This statement restricts the discussion of pricing data until the completion of negotiations if necessary and execution of the Contract for this project. 5.Neither the PROPOSER not its affiliates, nor anyone associated with them, is presently suspended or otherwise ineligible from participation in contract letting by any local, State, or Federal Agency. 6.Neither the PROPOSER nor its affiliates, nor anyone associated with them have any potential conflict of interest due to any other clients, contracts, or property interests for this project. 7.I certify that no member of the PROPOSER’s ownership or management is presently applying for an employee position or actively seeking an elected position with the City of Winter Springs. 8.I certify that no member of the PROPOSER’s ownership or management, or staff has a vested interest in any aspect of the City of Winter Springs. 9.In the event that a conflict of interest is identified in the provision of services, I, on behalf of the above-named PROPOSER, will immediately notify the City of Winter Springs. ________________________________________________________ Signature Date: STATE OF ____________________________ COUNTY OF __________________________ PERSONALLY, APPEARED BEFORE ME, the undersigned authority, who, after first being sworn by me, affixed his/her signature at the space provided above on this ___ day of ________________, 2025, and is personally known to me, or has provided ______________________ as identification. ________________________________________ My Commission expires: ____________________ Notary Signature 340 RFP # 01-25-01 TR MANDATORY FORM SMWBE UTILIZATION PLAN Small, Minority, and Women’s Business Enterprises (SMWBE), and Labor Surplus Area Firms Utilization PROPOSER Company Name: _________________________________________________________________ Project Name : Building Code and Plan Review Services RFP Number : RFP # 01-25-01 TR CFR §200.321 requires local governments to take all necessary affirmative steps to assure that minority business, women’s business enterprises, and labor surplus area firms are used when possible. The CITY requires that PROPOSERS (Prime Contractors), if subcontracts are to be let, to take the five affirmative steps as cited below. Please describe your firm’s plan for identifying and potential use of SMWBE and Labor Surplus Area Firms. Additional pages may be attached, as necessary. •Placing qualified small and minority business and women’s business enterprises on solicitation lists. •Assuring that small and minority businesses, and women’s business enterprises are solicited whenever they are potential sources. •Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority business and women’s business enterprises. •Establishing delivery schedules where the requirement permits, which encourage participation by small and minority businesses, and women’s business enterprises and veteran owned businesses. •Using the services and assistance, as appropriate, of such organizations as the Small Business Administration or the Florida Office of Supplier Diversity https://www.dms.myflorida.com/agency_administration/office_of_supplier_diversity_osd 341 RFP # 01-25-01 TR MANDATORY FORM EXHIBIT "A" SCOPE OF SERVICES. Services A.City operating hours. The City's operating hours are Monday through Friday, 8:00 a.m. to 5:00 p.m., except for certain holidays. Service Provider shall provide municipal building department services to the City's citizens and clients. B.Services. The Services to be provided by Service Provider pursuant to this Agreement shall include, but not be limited to building code administration services; plans examination of both residential and commercial projects prior to permit issuance; and, field inspection of both residential and commercial projects located within the City, as further described herein. Service Provider shall meet all responsibilities of building code administrators, plans examiners, and inspectors as provided in Section 468.604, Florida Statutes, and as otherwise described herein. 1.Building Code Administration/Building Official (“Building Official") Services a.Service Provider shall provide to the City, on a daily basis, a Building Official who shall be licensed in accordance with Chapters 468 and 553, Florida Statutes, as may be amended, as a Building Code Administrator by the State of Florida. b.The Building Official is responsible for direct regulatory administration or supervision of plan review, enforcement, or inspection of building construction, erection, repair, addition, remodeling, demolition, or alteration projects that require permitting indicating compliance with building, plumbing, mechanical, electrical, gas, fire prevention, energy, accessibility, and other construction codes as required by state law or municipal or county ordinance. c.The Building Official is authorized to enforce the provisions of the City Code. The Building Official shall have the authority to render interpretations of the City Code and to adopt policies and procedures in order to clarify the application of its provisions. Such interpretations, policies and procedures shall be in compliance with the intent and purpose of the City Code. Such policies and procedures shall not have the effect of waiving requirements specifically provided for in the City Code. d.The Building Official shall receive applications, review construction documents and issue permits for the erection, and alteration, demolition and moving of buildings and structures. inspect the premises for which such permits have been issued and enforce compliance with the provisions of the City Code. The Building Official shall examine or cause to be examined the accompanying submittal documents and shall ascertain by such examinations whether the construction indicated and described is in accordance with the requirements of this code and other pertinent laws or ordinances. e.The Building Official shall make all of the required inspections, or the Building Official shall have the authority to accept reports of inspection by its authorized plans examiners and inspectors. f.The Building Official shall issue all necessary notices or orders to ensure compliance with this code. g.The Building Official shall investigate complaints regarding building construction codes, ordinances, or hazards. The Building Official shall issue Stop Work Orders as required to achieve compliance. h.The Building Official shall carry proper identification when inspecting structures or premises in the performance of duties under this code. 342 RFP # 01-25-01 TR MANDATORY FORM i.Where it is necessary to make an inspection to enforce the provisions of this code, or where the Building Official has reasonable cause to believe that there exists in a structure or upon a premises a condition which is contrary to or in violation of this code which makes the structure or premises unsafe, dangerous or hazardous, the Building Official is authorized by the City Code to enter the structure or premises at reasonable times to inspect or to perform the duties imposed by this code, provided that if such structure or premises be occupied that credentials be presented to the occupant and entry requested. If such structure or premises is unoccupied, the Building Official shall first make a reasonable effort to locate the owner or other person having charge or control of the structure or premises and request entry. If entry is refused, the Building Official shall have recourse to the remedies provided by law to secure entry. j.The Building Official shall keep official records of applications received, permits and certificates issued, fees collected, reports of inspections, and notices and orders issued. Such records shall be retained in the official records for the period required for retention of public records pursuant to Chapter 119, Florida Statutes. k.The Building Official shall respond to architects, engineers, contractors, building owners and associates, City staff, officials and the general public, or as otherwise directed by the City, concerning the explanation and interpretation of building codes and standards relating to construction within the City, or other matters as requested by the City. I.The Building Official shall report directly to the City's Community Development Director as needed or requested by the City. m.The Building Official shall attend any meetings as requested by the City (including but not limited to development review, preconstruction and construction meetings) and will represent the City's interest in oversight of all construction projects within the City. Upon request by the City, the Building Official shall evaluate current permitting, plan review, inspection and certificate issuance processes of the City. Any recommendations will be made to the Community Development Director, or his/her respective designee, n.The Building Official is responsible for supervision of all Service Provider employees assigned to the City. The Building Official shall provide oversight in work processes to City staff working within the Community Development Department or as otherwise directed. The Building Official shall coordinate with City departments and City staff in the performance of Services for the City. o.The Building Official shall be knowledgeable regarding and enforce the latest, most current edition of the Florida Building Code and the National Electrical Code. p.The Building Official shall be available for and provide timely responses to the City in the case of emergencies whether during or outside of City operating hours. q.The Building Official shall Review and maintain all records required by the Federal Emergency Management Agency (FEMA) in association with processing of building permits and elevation certificates. 343 RFP # 01-25-01 TR MANDATORY FORM r.The Building Official will be responsible for monitoring construction activity and future inspection volumes. This monitoring process will involve gathering of different type of statistics from permits issued reports on a monthly basis. The Building Official will provide such information to the City Project Manager on a monthly basis or as otherwise requested by the City. s.The Building Official will attempt to respond to issues or problems reported to the Building Official on the same business day, but in any event the Building Official's response time shall not exceed 24 hours. In order to ensure public safety, response to hazards, nuisances, or Florida Building Code violation, evaluation of such complaints will be performed within one business day of receiving notice. t.The Building Official shall provide Services as requested by the City regarding post disaster (natural or manmade, including but not limited to hurricanes and other large storms) damage assessments and safety inspections. The Building Official shall work with the City during post disaster (natural or manmade) times in restoring Plan Review and Inspection Services pursuant to the Florida Building Code and executive orders of the Governor. u.The Building Official shall provide other related Services as requested by the City. 2.Plans Review Services Service Provider shall perform the state required examination, review, and analysis of construction drawings both traditional and electronic, plans and specifications to ensure compliance with adopted local, state and federal codes, ordinances, policies and regulations. Service Provider shall provide examination, review, and analysis of life safety drawings, plans and specifications to ensure compliance with adopted local, state and federal codes, ordinances. policies and regulations. Service Provider shall submit any corrections needed for compliance with Florida Building Codes. Service Provider shall process plan review comments and plan review actions. Service Provider shall establish permit valuations and permit fees based on adopted ordinances. At the request of the City, Service Provider's plans examiner staff shall attend and participate in meetings relating to plan design data and code compliance. Service Provider's plans examiner staff shall respond to code compliance and design criteria inquiries from architects, engineers, contractors, building owners and associates, City staff, officials and the general public, or as otherwise directed by the City. Service Provider shall conduct research relating to local, state and federal codes, new legislation and product approvals. Service Provider's plans examiner staff shall provide technical assistance to building inspectors as needed. All plans examiners shall be licensed as and meet the qualifications for licensure as a plans examiner as established in Chapters 468 and 553, Florida Statutes, as may be amended. 3.Field Inspection Services •Service Provider shall dispatch state licensed building code Inspectors to perform field inspections at all commercial and residential properties undergoing repair and/or construction within the City. •Service Provider shall use standard industry inspection practices when performing all inspections. •Service Provider shall use any notices specified by the City in issuance of correction notices and related when detailing areas of code deficiencies. 344 RFP # 01-25-01 TR MANDATORY FORM •Service Provider shall provide both commercial and residential building code inspectors, as licensed plan reviewers in all categories of building code Inspectors as further described in Section 468.603(5), Florida Statutes. •Service Provider's building code inspectors shall attend and participate in meetings relating to plan design data and code compliance. •All building code inspectors shall be licensed as and meet the qualifications for licensure as, a building code inspector as established in Chapters 468 and 553, Florida Statutes, as may be amended. 345 RFP # 01-25-01 TR MANDATORY FORM EXHIBIT "B" FEE SCHEDULE AND ASSIGNED HOURS I.Hours assigned to Service Provider. A.Building Official hours. Based on current permit activity, the Building Official is assigned eight (8) hours per day (totaling forty [40] hours per week) to the City performing duties within the City. If permitting volume falls, the decision to lessen the Building Official's assigned billable hours may be made at the discretion of the City. Building Official hours reassigned to other clients will not be billed to the City of Winter Springs B.Plans Examiner hours and Inspector hours. Plans Examiner hours and Inspector hours are billed as performed for Services provided to the City. II.City operating hours. The City's operating hours are Monday through Friday, 8:00 a.m. to 5:00 p.m., except for holidays. Ill. Hourly rates for Services provided during the City's operating hours. A.Building Code Administrator/Building Official Services = $ ________________ per hour B.Plans Review Services = $ ________________ per hour C.Field Inspection Services = $ ________________ per hour IV.Hourly rates for Services requested by the City to be performed outside of City operating hours. A.Requests made by the City for any Services to be performed outside of its operating hours will be billed at an hourly rate of $_____________, with a 2 hour minimum. Only the City Project Manager or his/her designee may make such requests of Service Provider 346 347 348 349 350 351 352 353 354 355 Grounded in Excellence RFP #01-25-01 TR BUILDING CODE AND PLAN REVIEW SERVICES City of Winter Springs February 21, 2025 356 UES | 2 Proposer Information and Acknowledgment Form UES Professional Solutions, LLC 3532 Maggie Boulevard, Orlando, FL 32811 3532 Maggie Boulevard, Orlando, FL 32811 (407) 423-0504 Teamues.com Guy Rabens, PE grabens@teamues.com 59-1117804 RFP # 01-25-01 TR MANDATORY FORM PROPOSER INFORMATION AND ACKNOWLEDGEMENT FORM For RFP # 01-25-01 TR BUILDING CODE AND PLAN REVIEW SERVICES The undersigned PROPOSER does hereby agree to furnish the City of Winter Springs, Florida, the items listed in accordance with the minimum requirements/evaluation criteria shown by the Request for Proposal to be delivered to the specified site for the price indicated. IT IS THE PROPOSER’S RESPONSIBILITY TO CHECK www.demandstar.com FOR FINAL DOCUMENTS AND ADDENDA BEFORE SUBMITTAL THIS PROPOSAL MUST BE SIGNED BY THE PRINCIPAL OR DIRECTOR AS INDICATED BY THE FLORIDA DEPARTMENT OF STATE, DIVISION OF CORPORATIONS (www.sunbiz.org). Proof of corporate signer must be submitted with Proposal. If not submitted, PROPOSER will be considered non-responsive. Use Sunbiz website screen shot or copy of Corporate Resolution or Power of Attorney. PROPOSER NAME: TAX ID# SNN or EIN: PROPOSER ADDRESS: PURCHASE ORDER ADDRESS: PHONE NUMBER: COMPANY WEBSITE: COMPANY CONTACT (REP): CONTACT EMAIL ADDRESS: SIGNATURE: THE UNDERSIGNED: A.Acknowledges receipt of: 1.RFP # 01-25-01 TR Pertaining To: Building Code and Plan Review Services 2.Addenda: Number: _________, Dated _________________. Number: _________, Dated _________________. B.Has examined the site and all RFP Documents and understands that in submitting its Proposal, they waive all right to plead any misunderstanding regarding the same. C.Agrees: 1.To hold this Proposal open for 90 calendar days after the bid opening date. 2.To furnish the services specified in this RFP at the prices quoted in Proposal and in compliance with the RFP Documents. 3.To accept the provisions of the Instructions to PROPOSERS. 4.To negotiate a contract with the CITY incorporating the Proposal prices, if selected on the basis of this Proposal. 5.To accomplish the work in accordance with the contract documents. D.Certifies: 1. That all information contained in this Proposal is truthful to the best of my knowledge and belief. 2.That I am duly authorized to submit this Proposal on behalf of the PROPOSER and that the PROPOSER is ready, willing, and able to perform if awarded the Proposal. Stipulated Amount A.Submit on Exhibit B Fee Schedule and Assigned Hours. 2/13/20251 357 UES | 3 Table of Contents Section A – Proposer Information and Acknowledgment Form ....................................................................... Section B – Table of Contents ....................................................................................................................................... Section C – Introduction Letter ................................................................................................................................... Section D – Qualifications ............................................................................................................................................. Section E - Other Information ...................................................................................................................................... Section F – Cost and Time ............................................................................................................................................. Section G – Mandatory Proposal Forms .................................................................................................................... Section H – Florida State Corporate Filing ............................................................................................................... 358 SECTION C Introduction Letter 359 UES | 5 Introduction Letter Date:February 21, 2025 Attention: City of Winter Springs Procurement Department 1126 East State Road 434 Winter Springs, Florida 32708, Reference:RFP #01-25-01 TR - Building Code and Plan Review Services Dear Committee Members: UES Professional Solutions, LLC (UES) truly appreciates the opportunity to present our services and experience to the City of Winter Springs (The City) in response to this solicitation for RFP #01-25-01 TR - Building Code and Plan Review Services. We are confident that UES’s expertise and capabilities make us the ideal firm to successfully execute this scope of work. We are fully committed to delivering high- quality results in a timely and efficient manner. Our Orlando office is staffed with dedicated professionals familiar with the region’s geographic conditions, state, county, and city regulations and who have developed strong working relationships with local specialized sub-consultants and vendors. Our team has decades of experience providing expert services in these areas for complex projects of all sizes. We have provided these services to clients including the City of Winter Springs, the City of Casselberry, the City of Belle Isle, the School Board of Brevard County, Polk County Public Schools, Seminole County, and the Town of Eatonville. Our team’s technical expertise and specialized training, a fleet of equipment, and a broad scope of capabilities have assisted our clients in finding solutions to complex and difficult challenges on various projects. We understand that the selected firm must be appropriately qualified, licensed, and be an experienced vendor fully capable of providing inspections, plan reviews, and code compliance, in accordance with Chapter 468, Part XII, Building Code Administrators & Inspectors; and Chapter 553, Building Construction Standards. The individuals performing these duties must possess valid licenses that are in good standing with the Department of Business and Professional Regulation. We also understand that this contract requires licensure in all disciplines inspection personnel will inspect. When you work with UES, you’ll be interacting with industry professionals who pride themselves on the highest level of integrity, dependability, ethics, and quality of work and who are also exceptionally innovative, dynamic, and responsive. We want the City to think of UES as an extension your staff and your trusted advisors. Authorized Representative & Project Manager David M. Olivieri, CBO, CFM Building Inspection Department Manager 3532 Maggie Boulevard Orlando, FL 32811 P: (407) 423-0504 E: dolivieri@teamues.com David M. Olivieri, CBO, CFM will serve as Project Manager for this contract. He will assign personnel as projects are awarded and will oversee each project personally. David will be involved in defining the scope of services and in developing the budget for each. 360 UES | 6 Introduction Letter Our Principals have thoroughly reviewed and understand this RFP, its related documents, and the anticipated scope of work. UES has no exceptions to the standard contract and acknowledges that the contents of this submittal are true and accurate, and that the requirements of this RFP can be met, including but not limited to, insurance and licensing requirements. UES acknowledges our intent to execute an Agreement with the City. Our team is ready to serve as an extension to your staff, and we will represent the City in the best possible way. UES appreciates the opportunity to be of service to the City in support of this contract and we look forward to your favorable reply. On behalf of our entire team, we would like to thank you for this opportunity, your time, and your consideration. Respectfully, UES Professional Solutions, LLC David M. Olivieri, CBO, CFM Building Inspection Department Manager 3532 Maggie Blvd. Orlando, FL 32811 321-353-7536 DOlivieri@teamues.com Guy Rabens, PE Branch Manager Authorized Representative 3532 Maggie Blvd. Orlando, FL 32811 321-288-1039 GRabens@teamues.com 2023 ENR Top 500 D e s ign Firms #36 2023 ENR To p 1 0 0 Pure Desig n e r s2023 Inc. 50 0 0 A merica’s Fas t e s t-Growing Private Companies#24 20 2 3 ENR General B u i l d ing category#13 Z weig Group H o t F ir m ListIN ENGI N E E R INGFO R THE THIRD CON S E C UTIVE YEAR!#1 #1237 #9OVERALL AND 361 SECTION D Qualifications 362 UES | 8 Qualifications WHO WE ARE UES is a privately held, rapidly growing engineering and consulting firm with expertise in the areas of environmental and earth sciences, sustainable infrastructure solutions, and geophysical technologies. With nearly 4,000 professionals across 85+ branches, UES provides personalized engineering, environmental, testing and inspection services to clients across the United States. UES consults on projects of all sizes in industries such as transportation, water and wastewater, data centers, energy, healthcare, education, residential, and more. UNMATCHED RESOURCES UES is a leading provider of a wide range of construction and property-related services, designed to ensure quality, safety, and compliance on projects. Our comprehensive offerings include geotechnical engineering, environmental consulting, building code compliance, facilities services, construction materials testing, geophysical technologies, and field inspections. At UES, we are committed to supporting projects at every phase, from initial site evaluations to final inspections. Our licensed building officials, plans examiners, inspectors, architects, and engineers act as the first line of defense against code compliance violations, expediting the permit plan review and field inspection processes. With our Florida DBPR certified team members, as well as licensed engineers, UES ensures efficient project transitions from review to permit issuance. Whether for public or private projects, UES’ experienced code compliance team delivers expert inspections and solutions that prioritize safety and quality. WHY UES? Our reputation for delivering timely, high-quality services has made us a trusted partner in the industry. With over 100+ Orlando staff members, including management, professional, technical, and support personnel, UES possesses the capability and expertise to handle complex projects across multiple sectors. By choosing UES, you are not only investing in efficiency but also in the assurance that your project is guided by seasoned professionals who adhere to the highest standards of construction safety and quality. CORPORATE HEADQUARTERS UES Professional Solutions, LLC 4205 Vineland Rd., Suite L1 Orlando, FL 32811 p: 888.824.7424 www.teamues.com PROJECT OFFICE - DIRECT CONTACT David M. Olivieri, CBO, CFM Building Inspection Dep. Manager 3532 Maggie Blvd. Orlando, FL 32811 p. 407-423-0504 c. 321-353-7536 DOlivieri@teamues.com ESTABLISHED Limited Liability Company, 1966, FL OFFICERS CEO: David Witsken Secretary: Benjamin Butterfield President: Rick G. Kushner, PE Branch Manager: Guy Rabens, PE FEIN 59-1117804 DUNS 06-481-7562 363 UES | 9 Qualifications TECHNICAL CAPABILITIES Our firm offers a highly qualified team of licensed Building Officials, Inspectors, and Plans Examiners, supported by advanced equipment, software, and materials. We assign work based on team member expertise and project needs, ensuring the right personnel are allocated for each task. Our team includes specialists in structural, roofing, plumbing, electrical, gas, fire prevention, mechanical systems, accessibility, and energy compliance. We maintain a high level of service through well-established procedures, regular training, and stringent quality control protocols to meet Florida’s regulatory standards. With 19 locations throughout Florida, UES is capable of performing services for a range of clientele and locations. Our Orlando branch is located at 3532 Maggie Boulevard, Orlando, FL 32811. The Orlando office is 26 miles (driving distance) from the City of Winter Springs and will provide primary project management for this contract. The branch includes a staff of over 150+, including dedicated professionals familiar with the region’s geographic conditions and state, county, and city regulations. Our Florida locations boast immensely qualified staff: ■9 Florida Registered Professional Engineers ■7 Engineering Interns ■3 Special Inspectors for Threshold Buildings ■11 Florida Licensed Building Officials ■3 ICC Master Code Professionals ■19 Florida Licensed Plan Reviewers ■28 Florida Licensed Building Inspectors UES personnel are familiar with local conditions and practices within the immediate service area. Having performed myriad efforts in Orlando, including the City of Winter Springs, our professionals offer detailed, up-to-date knowledge of the practices needed to assist the City on future projects. INNOVATIVE APPROACHES AND PROBLEM SOLVING UES is known for developing innovative solutions to complex building code compliance challenges. We utilize advanced technologies, including cloud-based software and real-time data sharing, to streamline plan reviews and inspections, reducing delays and improving accuracy. Our collaborative approach with stakeholders enables us to anticipate potential issues early, allowing for more effective problem-solving and reducing project risks. TECHNOLOGICAL CAPABILITY Our inspectors, plan reviewers, and building officials are all equipped with late-model vehicles (including a mobile computing solution outfitted with the latest hardware and software upgrades). This approach provides our team with enhanced communication abilities. 364 UES | 10 Qualifications The mobile system allows inspectors to provide real-time inspection results and other documents in the field. Additionally, every employee is equipped with a smartphone. Contact numbers are shared with our municipal partners and customers. At the firm level, UES relies upon a licensed, proprietary, and comprehensive software system to successfully manage our daily operations and all aspects of a project. At the top level, our company utilizes Microsoft Windows 10 on all PCs in conjunction with Office 365, Sophos Cyber Security, Fortinet Firewall and Ransomware, a secured VPN, and GoToMeeting. However, at the center of our operations lies Deltek Vision. Vision is an established industry standard used extensively throughout the A/E/C community. This software is our primary database capturing every project detail, such as the scope of work, duration, sub-consultants used, and direct personnel. It also houses all client-based information and allows for detailed report generation. Another essential function of Vision is billing. The bookkeeping capabilities of this component are made possible due to the massive amount of captured project and client information. UES employs a full-time Application Business Analyst and Software Developer to ensure that all of these systems work seamlessly together. This entire process begins and ends with the client—a fact that every UES employee involved in the process understands. We strive to deliver fast, accurate results. GADGET SOFTWARE UES’ Building Inspections Department utilizes Gadget software. Before this, UES personnel produced paper reports at each establishment and mailed them to the clientele. The department has now streamlined its processes, providing inspectors with iPads equipped with the Gadget inspections application. This software allows our inspectors to upload their schedules automatically and adjust them in real time (adding inspections and recording cancellations). The Gadget program also features maps and directions to each location. It connects to the iPad camera, enabling inspectors to add onsite photos to any report. The Gadget program also allows staff to add RFI documentation or DesignPro letters to their reports. Although inspection teams provide handwritten reports onsite (as an extra level of organization for the contractor), they can submit them to the office immediately. The instant upload feature reduces the need for reporting typed by administrative staff and speeds up report turnaround times. UES can and will use the City’s Software when necessary. 365 UES | 11 Qualifications The Gadget program will also allow contractors access through a dedicated portal. There, they may schedule whatever services are needed anytime, eliminating the need for emails or phone calls. The Gadget program is just one feature of the technological revolution in architecture, engineering, and construction. UES is proud to join the many firms transitioning to this technology, with Gadget as a catalyst to streamline the flow of information for our inspection staff. SPECIFIC KNOWLEDGE OF FLORIDA’S REQUIREMENTS UES has extensive experience navigating Florida’s specific regulatory environment. Our team is fully versed in the Florida Building Code (FBC) and all relevant local and federal regulations. UES regularly performs professional building official services, including plan reviews and inspections, for residential, commercial, and ancillary structures. We are proficient in evaluating structural integrity, roofing, electrical, plumbing, gas, and fire prevention systems, ensuring full compliance with FBC. FACILITATING MEETINGS WITH BOARDS AND AGENCIES UES has a strong track record of working with city and county boards, planning departments, and other agencies. We are experienced in presenting technical studies, reports, and structures in clear, understandable terms for stakeholders. Our team regularly attends meetings to discuss inspection results, plan reviews, and code compliance, providing thorough explanations and supporting documentation to decision-making bodies. TIMELY PROJECT COMPLETION UES is committed to completing projects within established schedules and budgets. Our efficient project management processes ensure timely deliverables without sacrificing quality. UES prioritizes communication and proactive coordination to minimize delays and ensure projects remain on track. This comprehensive approach ensures that our team can meet the scope of services required, including building official services, plan reviews, and inspections, all while adhering to Florida’s specific code requirements and the client’s budget and timeline. 366 UES | 12 Qualifications UES’ EXPERIENCE WITH OTHER MUNICIPALITIES Client Scope Dates of Service City of Winter Springs Building Code Administration Services to Oversee the Regulatory Code Administration of Building Projects, Including Plan Review and Inspections for Compliance with Various Construction Codes Such as Building, Plumbing, Mechanical, Electrical, Gas, Energy Conservation, and Accessibility. 2017 - Ongoing City of Casselberry Plan Review and Inspection Services, Building Official Services 2015 - Ongoing City of Belle Isle Plan Review and Inspection Services, Building Official Services 2010- Ongoing City of Mount Dora Building Code Inspector, Remote Plan Review, Permitting Technician Services, and Building Official 2023 - Ongoing Orange County Public School Continuing Building Code Plan Review Services 2017 - 2024 Osceola County Building Department Building Code Inspector, Remote Plan Review, Permitting Technician Services, and Building Official 2017 - Ongoing Osceola County Public School Plan Review and Inspection Services 2024 - Ongoing School District of Brevard County Building Official, Building Code Inspection, Permit Plan Review, and Fire Safety Services 2013 - Ongoing Seminole County Building Building Code Inspector, Plan Review, and Building Official 2019 - Ongoing Town of Eatonville Building Code Inspector, Plan Review, and Building Official 2016 - Ongoing 367 UES | 13 Qualifications PROJECT MANAGER David Olivieri, CBO, CFM, serves as the Orlando Building Inspection Department Manager at UES. With 22 years of experience in the building industry, David holds multiple certifications: Building Code Administrator (BU1970), Standard Inspector (BN7142), Standard Plans Examiner (PX3892), Certified Air Conditioning Contractor (CAC1817159), Certified Electrical Contractor (EC13007680), and Certified Plumbing Contractor (CFC1427964). His expertise ensures rigorous code compliance and comprehensive inspection services. BUILDING OFFICIAL Bobby Coleman, BU, BN, PX, brings 24 years of experience in construction and fabrication services, specializing in structural, mechanical, and specialty inspections. His background includes seven years in industrial and commercial construction, seven years as the owner of a building maintenance business, and one year as a facility maintenance supervisor for a country club. For the past eleven years, he has conducted inspections for both residential and commercial buildings, with over a decade of experience as a building official and code compliance plans examiner. His extensive expertise ensures thorough oversight and adherence to regulatory standards across various project types. PLAN REVIEW Duane J. Wallace, BU, BN, PX, brings 26 years of experience as a Plans Examiner, Building Official, and Building Inspector. He has specialized knowledge in construction codes, Florida Standards, ICC Public Safety, zoning, and code enforcement. Skilled in public and private sector collaboration, Duane’s management background covers project scheduling, budgeting, and team supervision for safety, code enforcement, and inspection. His credentials include Building Code Administrator (BU1988), Standard Inspector (BN7340), Standard Plans Examiner (PX4220), Standard 1 & 2 Family Plans Examiner (SFP290), and Housing Code Official (MD0612). DEDICATED INSPECTOR Thomas C. Marvulli, BN, is a licensed building inspector serving UES’ Orlando location with over 16 years of industry experience. His expertise spans building construction, home inspections, and real estate, holding licenses as a residential inspector, home inspector, residential contractor, and real estate broker associate. His background includes managing home construction, additions, and renovations, overseeing estimating, remodeling, client relations, scheduling, and contractor coordination. Mr. Marvulli has conducted comprehensive home inspections, including 4-point, wind mitigation, and new home inspections across all phases of construction. Additionally, he has served as a construction project manager and a code compliance standard building inspector, ensuring adherence to regulatory standards and quality assurance. MEET THE UES TOTAL-PACKAGE TEAM FOR THE CITY OF WINTER SPRINGS At UES, we take pride in assembling a team of seasoned professionals complemented by enthusiastic, career-oriented staff who are eager to develop their skills under our mentorship. We have carefully selected a group with the expertise and energy to exceed the expectations of the City. Below, we introduce key members of our senior leadership team, showcasing their unique qualifications and the strengths they bring to this project. 368 UES | 14 Qualifications ORGANIZATIONAL CHART BUILDING OFFICIALS David Olivieri, CBO, CFM (25% as needed) Project Manager Bobby Coleman, BU, BN, PX (100% as needed) PRINCIPAL-IN-CHARGE Guy Rabens, MS, PE (25%) Branch Manager PLAN REVIEW SERVICES Bobby Coleman, BU, BN, PX (100%) Duane J. Wallace, BN, BN, PX (100%) R. Kenneth Derick, MS, PE, CBO (100%) John R. Brooks, BN, PX (100%) William Dasher, BN, PX (100%) Allen Johnson, BN, PX, BU (100%) Edward Mueller, BN, PX (100%) Richard Olds, BN, PX, BU, MCP (100%) Michael Iseley, BN, PX (100%) INSPECTION SERVICES Thomas C. Marvulli, BN (100%) R. Kenneth Derick, MS, PE, CBO (100%) John R. Brooks, BN, PX (100%) William Dasher, BN, PX (100%) Bobby Coleman, BN, RP (100%) Allen Johnson, BN, PX, BU (100%) Michael Iseley, BN, PX (100%) Charles Adolf, BN (100%) Brian Mitchell (100%) Staff Availability 369 UES | 15 Qualifications Education MS, Civil Engineering, University of South Florida BS, Civil Engineering, University of South Florida Years of Experience 32 Licenses ■Professional Engineer, FL, GA, AL, MS, SC, NC, VA, MD, and DC (FL- PE60917) Certifications ■ASTM Environmental Site Assessments for Commercial Real Estate ■Crestcom International, Ltd., Bullet Proof Manager Courses I, II, and III ■Nuclear Density Gauge Certified Guy Rabens, MS, PE Principal-In-Charge Branch Manager/Chief Geotechnical Engineer Guy has over two decades of experience in geotechnical engineering and construction materials testing. He is well-versed in conventional geotechnical exploration projects, including interpreting field and laboratory results, preparing geotechnical design recommendations and reports, and coordinating field, laboratory, and office personnel. Guy has been involved in hundreds of private and public sector projects, including multi-family apartment complexes, residential subdivisions, Planned Urban Developments (PUD), multi-million dollar private residences, warehouse, and commercial facilities, corporate and industrial parks, resort facilities, high-rise structures, restaurants, commercial retail outlets, schools, pavement systems design and evaluation, hydrogeology/groundwater modeling, stormwater management system recovery analysis, slope stability analysis, sinkhole explorations, expansive soil evaluations, residential/ commercial septic system design and permitting services, and expert witness testimony. Guy is also experienced in the construction materials discipline, including field inspections for soil, base material, asphalt, reinforced concrete, and reinforcing steel. He is capable of construction materials laboratory testing for soil and concrete. PROJECT EXPERIENCE Geotechnical Exploration, T-Hangar Development, Peter Prince Airport Milton, Santa Rosa County, FL UES completed a subsurface exploration at the site of the proposed new hanger area with new aprons and one on-site stormwater retention area at Peter Prince Airport in Milton, Santa Rosa County, Florida. As the Geotechnical Engineer of Record (EOR) and Project Manager, Guy was responsible for overseeing the field exploration and laboratory program, as well as analyzing field and lab results and making an engineering evaluation with respect to the project characteristics described to UES. He also made recommendations for building foundation design, pavement design, site preparation, and stormwater management design parameters. City of Orlando Proposed Pipe Installation and Lift Stations 8, 30, 47 & 77, Geotechnical Exploration Orange County, FL This project consisted of the construction of five new lift stations and about 800 linear feet of new pipe line along Silver Star Road in Orlando, Florida. UES was retained by the City of Orlando (under a continuing services contract) to perform these consulting services. Guy was the Geotechnical Engineer of Record (EOR) for this project responsible for overseeing all geotechnical explorations and recommendations. Specific services provided by UES included exploration and evaluation of the subsurface conditions at the site; providing existing and estimated seasonal high groundwater levels at the boring locations; and providing geotechnical engineering recommendations for site preparation procedures for the proposed sewer line and lift station installations. City of Ocoee Public Works Complex Stormwater Improvements Ocoee, Florida, Orange County, FL Guy completed geotechnical engineering services on this project involving the design of stormwater improvements to the City of Ocoee Public Works Complex. UES performed soil borings and Standard Penetration Tests (SPT). 370 UES | 16 Qualifications David M. Olivieri, CBO, CFM PROJECT MANAGER Program Manager/Building Official David has 22 years of experience in the building industry. Working with municipal and county governments, he is responsible for the enforcement and inspection of building construction projects requiring permitting for compliance with building, plumbing, mechanical, electrical, gas, fire prevention, energy, accessibility, and other construction codes. He also directs regulatory administration and provides supervision of plan review. PROJECT EXPERIENCE City of Sanford & City of Winter Springs - Continuous Building Department Support Services Seminole County, FL Under UES’ continuing contracts, Mr. Olivieri provides contract oversight and general management services to the City of Sanford and the City of Winter Springs (back-to-back). He is responsible for ensuring that all aspects of services provided under this contract, including staffing, reporting, and billing, run smoothly and any potential issues are avoided or quickly resolved. City of Maitland - Continuous Building Department Support Maitland , FL Under a continuing contract, Mr. Olivieri provides contract oversight and general management and liaison services. Building Official - City of Safety Harbor Community Dev. Depart. Safety Harbor, FL Mr. Olivieri fulfilled the leadership role in the planning, organization, direction, supervision, and management of the CDD’s Building Division. He ensured compliance with the Florida Building Code, local codes and ordinances, and state and federal laws. He also oversaw division operations such as plans review, permitting, field inspections, floodplain management, and business tax activities. Osceola County - Continuous Building Department Support Services Osceola County, FL Mr. Olivieri serves as Building Inspections Department Manager for UES’ Continuing Osceola County contract. As part of UES’ Code Compliance Department, he oversees inspections and plan review services performed by the Orlando branch. City of Belle Isle - Continuous Building Department Services Belle Isle , FL Under UES’ back-to-back continuing contracts, Mr. Olivieri provides contract oversight and general management and liaison services. City of Largo - Plans Examiner Largo, FL Mr. Olivieri reviewed plans and specifications for commercial, industrial, and residential projects to verify compliance with laws and regulations. He distributed plans and specifications for projects and ensured they were given to the correct departments for review and evaluation. He was also responsible for approving and releasing building permits for construction; initiating conferences with contractors and developers; ensuring his team was consistently informed about the latest technology and code changes; and providing technical direction. Years of Experience 18 Licenses ■Building Code Administrator - BU1970 ■Standard Inspector - BN7142 ■Standard Plans Examiner- PX3892 ■Certified Air Conditioning Contractor - CAC1817159 ■Certified Electrical Contractor - EC13007680 ■Certified Plumbing Contractor - CFC1427964 Certifications ■Certified Floodplain Manager 371 UES | 17 Qualifications Bobby Coleman, BU, BN, PX Building Official Building Inspector/Plans Examiner/Building Official Bobby Coleman has 24 years of experience in construction and fabrication services, specializing in structural, mechanical, and specialty inspections. His background includes seven years in industrial and commercial construction, seven years as the owner of a building maintenance business, one year as a facility maintenance supervisor for a country club, and eleven years as a residential and commercial building inspector. Additionally, Mr. Coleman has over ten years of experience as a building official and code compliance plans examiner, ensuring adherence to regulatory standards and industry best practices. PROJECT EXPERIENCE City of Winter Springs - Continuous Bldg. Dept. Support Services Winter Springs, FL Under UES’s back-to-back continuing contracts to provide professional building department support services, Mr. Coleman provides building official services and various types of code compliance inspections. City of Maitland Bldg. Dept. Support Services Maitland, FL Under UES’s back-to-back continuing contracts to provide professional building department support services, Mr. Coleman has provided various types of code compliance inspection and building official services. City of Cocoa Beach - Continuous Municipal Support Services Cocoa Beach, FL Under UES’s multi-year continuing contract, Mr. Coleman provided professional building official services for the City. City of Sanford - Continuous Municipal Support Contract Sanford, FL Mr. Coleman has performed plan reviews and/or building inspections as needed to supplement the City’s Building Department. City of West Melbourne - Continuous Professional Bldg. Dept. Services West Melbourne, FL Mr. Coleman provided building official and permit services, plans examiner, and various code compliance inspections functioning as the City’s Building Department. City of New Smyrna Beach - Continuous Plan Review Services New Smyrna Beach, FL Under UES’s multi-year continuing contract, Mr. Coleman provided professional plan review services for the City of New Smyrna Beach. Town of Eatonville - Continuous Professional Building Department Services Town of Eatonville, FL Under UES’s continuing contract to provide professional building department services, Mr. Coleman provides building inspections for various types of code compliance inspection services for the Town. City of Belle Isle – Continuous Building Department Services Belle Isle, FL Mr. Coleman performs as needed code compliance inspection services for the City of Belle Isle. Education HVAC Program, FSCJ Years of Experience 24 Licenses ■Building Code Administrator, BU2164 ■Building, Plumbing, and Mechanical Plans Examiner, PX3928 ■Building, Plumbing, Mechanical, Residential, and Coastal Construction Inspector, BN6820 ■Residential Plans Examiner, RPX281 ■Florida Fire Safety Inspector, 246682 ■ICC Master Code Professional, 8388552 372 UES | 18 Qualifications Education MS, Organizational Leadership BS, Bible and Christian Leadership Years of Experience 26 Licenses ■Building Code Administrator - BU1988 ■Standard Inspector - BN7340 ■Standard Plans Examiner - PX4220 ■Standard Residential Plans Examiner - SFP290 ■Housing Code Official - MD0612 Certifications ■International Code Council (ICC) Certifications- ICC5174330 ■New Jersey UCC Licenses - UCC4220 Duane J. Wallace, BU, BN, PX Senior Plans Examiner Duane has 26 years of experience as a Plans Examiner, Building Official, and Building Inspector. He has extensive experience and training in construction codes, Florida Standards, ICC Public Safety, and zoning and code enforcement. He is well-versed in interacting with the public, private sectors, and various safety and compliance organizations. Mr. Wallace’s management experience includes project scheduling and budgeting, as well as supervising others for safety, code enforcement, and inspection. PROJECT EXPERIENCE City of Winter Springs - Continuous Building Department Support Services Winter Springs, Seminole Co., FL Under UES’ back-to-back continuing contracts to provide professional building department support services, Mr. Wallace has provided, to date, over 4,000 hours of various types of code compliance inspection and/or plan review services. City of Maitland - Continuous Building Department Support Services Maitland, Orange Co., FL Under UES’ continuing contract to provide professional building department services, Mr. Wallace has provided various types code compliance inspection and/ or plan review services to the City of Maitland. City of Mount Dora Center for the Performing Arts - Private Provider Building Inspection and Plan Review Services Mount Dora, Lake Co., FL Mr. Wallace has provided alternative (private provider) code compliance plan review services to the Mount Dora Center for the Performing Arts. Shingle Creek Multifamily Development, CR 522, Osceola County, Florida, Plans Review and Inspections Kissimmee, Osceola Co., FL The project consisted of eight (8) 4-story buildings and three 3-story buildings in Kissimmee, Florida. Mr. Wallace served as senior plans examiner for the client. City of Port Orange - Continuous Building Inspection, Plan Review and CBO Services Port Orange, Volusia Co., FL Under UES’ back-to-back continuing contracts to provide professional building department support services, Mr. Wallace has provided various types of code compliance inspection and/or plan review services. Florida Lottery Casselberry - Plan Review Services Casselberry, Seminole Co., FL As the senior plans examiner, Mr. Wallace provided all required code compliance plan review services for this building’s construction. Greenville Commons Subdivision - Plans Review and Inspections Casselberry, Seminole Co., FL As the senior plans examiner, Mr. Wallace provided all required code compliance plan review services for this building’s construction. Building Official Safety Harbor, FL As a Building Official, Mr. Wallace’s responsibilities included plans reviews and inspection duties as needed in accordance with the Florida Building Code. 373 UES | 19 Qualifications Education MS, Civil Engineering, Georgia Institute of Technology BS, Civil Engineering, Georgia Institute of Technology Years of Experience 46 Licenses ■Professional Engineer - FL, AL, MS, LA, GA, SC, TX, TN, and Puerto Rico (FL-PE37711) Certifications ■Standard Inspector - BN8183 ■Standard Plans Examiner - PX4637 ■Building Code Administrator - BU2121 ■Certified Structural Masonry Inspector ■Management Seminars, AGC ■Nuclear Density Gauge Operation & Safety R. Kenneth Derick, MS, PE, CBO Building Official Ken holds an advanced degree in civil engineering and has more than 40 years of experience performing and managing complex engineering work for geotechnical, building construction and environmental projects in the eastern, southeastern, and Gulf South regions of the United States. He has performed structural, general civil, geotechnical, environmental, and building construction inspection and testing services for thousands of projects. As the Engineer of Record (EOR) for UES, Mr. Derick provides engineering peer review, project administration, and environmental engineering services on a daily basis for technically challenging projects. As Senior Vice President and Central Florida Regional Manager, he is responsible for the performance, staffing, and administration of all engineering, environmental, and construction personnel in the six county region. PROJECT EXPERIENCE EHPA Recertification Building Code Compliance Services Polk County, FL Mr. Derick provided the Code-Compliance Inspection Services and required report pursuant to 553 of the Florida Statutes and in accordance with Sections 109 of the Florida Building Code, and required by SREF in 2011. Any structural changes from the original construction were noted, as well as an assessment of the identified changes. 40-Year Structural & Electrical Recertification Broward & Miami-Dade Counties, FL Mr. Derick has performed dozens of 40 and 50 year structural/Electrical recertification projects of one to four-story structures in accordance with Broward and Miami-Dade County for Westgate Resorts, Sun Trust, and other private clients. This survey requires a thorough inspection of all accessible structural and electrical components, with a report of findings and recommendations to bring the systems into FBC compliance for Existing Structures. Orange County 33rd Street Correctional Center Improvements, Phase Two (Proposed Intake & Release Center), Preliminary Geotechnical Evaluation Services Orlando, Orange County, FL UES completed the preliminary evaluation and document search for the planned improvements at the Orange County 33rd Street Correctional Center in Orlando, Florida. In July, 2001, UES submitted our report containing the results of our preliminary investigation, information on the current structures in the immediate area, potential subsurface constraints to development, and preliminary recommendations for estimated seasonal high groundwater levels, foundation types, pavement design, and preliminary site preparation. Additionally, we provided recommendations for a final geotechnical evaluation as the project design proceeded. Additional services provided by UES included asbestos consulting. Ken was the Principal in Charge providing technical reviews of the proposed design recommendations and the final geotechnical report. 374 UES | 20 Qualifications Years of Experience 19 Licenses ■BCAI P&P State Mechanical Inspector’s License - BN4028; PX2061 Certifications ■AHRI ■Air Conditioning Contractors Apprenticeship - ACCA ■Commercial and Residential Building Inspector (ICC) ■Fire Safety Inspector Certification ■Light Commercial Air Conditioning/Heating and Commercial Refrigeration Certification John R. Brooks, BN, PX Building Inspector With 19 years of experience, John is a customer-oriented inspection professional. He is well versed in construction, with robust backgrounds in commercial and residential construction fields. John holds various designations and also excels in providing plan review and inspections. PROJECT EXPERIENCE Osceola County - Professional Building Department Services Osceola County, FL Mr. Brooks serves as a Building Inspector for UES’ Osceola County continuing contract. As part of UES’ Building Department Services team, he performs plan reviews and building inspections as needed. City of Maitland - Continuous Building Department Support Maitland, FL Mr. Brooks serves as Building Inspector for this continuing contract (piggy-back contract from Lake County, Florida). As part of UES’ plans reviews and building inspections team, he performs plan reviews and building inspections as needed. City of Belle Isle - Municipal Support Belle Isle, FL Mr. Brooks serves as Building Inspector/ plans examiner for this back-to-back continuing municipal support contract. As part of UES’ plans review and building inspection team, he provides multi disciplined building inspections and/or plans review as needed. City of Sanford - Municipal Support Sanford, FL Mr. Brooks performs plan reviews and building inspections as needed to supplement the City’s Building Department. Reedy Creek Improvement District (RCID) Building and Safety Mechanical / Fire Inspector and Plans Examiner Reedy Creek Improvement Dist., FL Mr. Brooks’ duties included all mechanical and fire sprinkler plan reviews and inspections within the RCID related to new construction, renovations, and repairs. He served as a regular participant in early design review and planning meetings with owners, engineers, and contractors. Mr. Brooks worked daily with the Reedy Creek Fire Department in joint plan review and inspection processes for all fire sprinkler/suppression systems property wide. Code compliance surveys were completed on existing buildings when required. Seminole County Government Mechanical Inspector/Plans Examiner Seminole County, FL Mr. Brooks’ job duties included commercial and residential inspection and plan review of mechanical systems within Seminole County. City of Casselberry Continuous Professional Building Department Services Casselberry, FL Under UES’ continuing contract to provide professional building department services, Mr. Brooks performs plan reviews and building inspections as needed. 375 UES | 21 Qualifications Years of Experience 39 Licenses ■Standard Inspector - BN4118 ■Standard Plans Examiner - PX1973 ■Master Electrician Certifications ■OSHA 10-Hour ■BOAF - 1 & 2 Family PROJECT EXPERIENCE City of Tavares - Municipal Support Tavares, FL Mr. Dasher serves as Building Inspector for this as-needed piggyback contract. He provides building inspections as needed. City of Maitland - Continuous Building Department Support Maitland, FL Under UES’s continuing contract to provide professional building department services to the City of Maitland, Mr. Dasher has provided various disciplines of code compliance inspections and/or plan review services. City of Winter Springs - Continuous Bldg. Dept. Support Services Winter Springs, FL Under UES’s back-to-back continuing contracts to provide professional building department support services, Mr. Dasher has provided various types of code compliance inspection services, as well as building official/ code administration duties. City of Sanford - Municipal Support Sanford, FL Mr. Dasher serves as Building Inspector for this active contract, which is a piggy-back on a City of Lakeland continuing contract. As part of UES’s plans reviews and building inspections scope, he provides plans examination and/or building inspections as needed. City of Port Orange - Continuous Building Department Support Port Orange, FL Under UES’s continuing contract, Mr. Dasher provided code compliance plan review services. Brevard County School Board - Code Compliance Support Brevard County, FL Under UES’s continuing contract, Mr. Dasher has provided various disciplines of code compliance inspections and/or plan review services to the School Board. Prior Experience City of Ocala - Electrical Inspector / Plans Examiner Ocala, FL While working with the City of Ocala, William acquired his commercial and residential Electrical Inspector and Electrical Plans Examiner licenses within his first six months with this building department. Along with inspections, plan reviews, change of occupancy inspections, he was also trained in the functionality of all aspects of the building. William Dasher, BN, PX Building Inspector William has over 39 years of inspections (including electrical), plans review, and Master Electrician experience. His tenure includes 19 years of experience as an Electrical Inspector and Plans Examiner and six years as an Electrical Contractor. William has worked for the cities of Orlando, Maitland, Apopka, Altamonte Springs, Casselberry, Eustis, Lady Lake, Ocala, Tampa, and Lakeland, as well as Hillsborough and Polk County. His background encompasses theme parks, powerhouses, residential, commercial, industrial, water parks, hospitals, universities, colleges, and high rises. He is knowledgeable in the NFPA 70 National Electrical Code and various programs used daily by municipalities and private providers for inspection submissions. He is well-versed in providing same-day service for multiple cities and individual contractor sites. His repertoire includes travel throughout Florida, such as inspections conducted in Naples and Tallahassee on the same day. 376 UES | 22 Qualifications Education BA, Mid-America Nazarene, University Years of Experience 41 Licenses & Certification ■Building Inspector ■Plumbing Inspector ■Mechanical Inspector ■Commercial Electrical Inspector ■Residential Electrical Inspector ■Residential Inspector ■Coastal Construction Inspector ■Building Plans Examiner ■Mechanical Plans Examiner ■Electrical Plans Examiner ■Residential Plans Examiner ■Building Code Administrator ■Fire Inspector Certification Allen Johnson, BN, PX, BU, FI Building Inspector/Plans Examiner/Fire Safety Inspector/Reviewer Allen Johnson has over 41 years of construction-related experience, of which over 28 years was in the enforcement of building codes. He holds licenses and certifications in all trades, including one- and two-family dwellings, commercial electric, commercial mechanical, commercial plumbing and commercial building. He is also a licensed building code administrator/ building official and fire inspector. PROJECT EXPERIENCE City of Winter Springs - Continuous Bldg Dept Support Services Winter Springs, FL Under UES’ back-to-back continuing contracts to provide professional building department support services, Mr. Johnson has provided various types of code compliance inspection services. Deputy Building Official & Building Official (Prior Employment) City of Maitland, Fl From 2004 to 2007, Mr. Johnson’s primary responsibilities as Deputy Building Official included supervising permitting staff and performing all plan review and reviewing development of new projects as a member of the Development Review Committee. He was promoted to the Building Official position which he held from 2007 to 2021. His responsibilities included overseeing all Building Division staff including permitting staff, inspections and plan review staff, and other functions unique to the Building Official. Theses included consulting with owners, contractors, architects and engineers about processes, code interpretations, assessing damage from emergency incidents such as flooding impacting buildings; working with other departments, supervising staff, and implementation of new software. As Building Official, he also served as Chief Code Enforcement Officer for the City. City of Maitland Municipal Support Maitland, FL Mr. Johnson has served as Building Official/Inspector under UES’ continuing contract (piggy-back of UES’ contract with Lake County) with the City of Maitland. As part of UES’ municipal support team, he provides building inspections and/or code administration as needed. City of Belle Isle - Continuous Building Department Services Belle Isle, FL Under UES’ back-to-back continuing contracts to provide professional building department support services, Mr. Johnson has provided various types of code compliance inspection services. Town of Eatonville Professional Building Department Services Eatonville, FL Under a piggy-back contract to provide professional building department services, Mr. Johnson provides plan review services on various residential and commercial structures. City Inspector/Plans Examiner (Prior Employment) City of Lake Mary, FL Lake Mary had an inspector for each trade and Mr. Johnson was the building inspector for one year and nine months. After this, he obtained provisional plan review certifications and was the residential plan reviewer and back-up inspector for the remaining 7.5-year tenure. 377 UES | 23 Qualifications Education BS, Sociology, University of Florida Years of Experience 33 Licenses & Certifications ■Building Inspector - BN4525 ■Building Plans Examiner - PX4146 ■Coastal Inspector - SFP307 ■Mechanical Inspector ■Residential Dwelling ■Residential Plans Examiner ■Plumbing Inspector ■Plumbing Plans Examiner ■Registered General Contractor - RG0066728 PROJECT EXPERIENCE City of Belle Isle - Continuous Professional Building Dept. Serv. Belle Isle, Orange County, FL Under UES’ continuing contract to provide professional building department services, Mr. Mueller serves as a building inspector for various types of code compliance inspection services under the City’s purview. Town of Eatonville - Continuous Professional Building Department Services Town of Eatonville, Orange County, FL Under UES’ continuing contract to provide professional building department services, Mr. Mueller serves as a multi- licensed Building Inspector for various types of code compliance inspection services under the Town’s purview. ChampionsGate Apartments Osceola County, FL Mr. Mueller reviewed plans as needed for this large multi-residential project. UES’ scope included performing private provider inspections (PPI), alternative plans review, and code compliance plans review. Advent Health Hospital PPI Services Apopka, Orange County, FL Mr. Mueller served as the main building inspector for the construction of the new six-story Advent Health Hospital (formerly Florida Hospital) in Apopka. Hilton Hotel PPI Services Apopka, Orange County, FL Mr. Mueller served as the main building inspector and assisted with plans review for a new multi-floor hotel. Hartwood Landing Subdivision Alternative Plans Review and Inspection Services (PPI ) Clermont, Lake County, FL The project consisted of one & two- story single-family homes under 5,500 square feet each in the Hartwood Landing subdivision. Mr. Mueller served as the main building inspector for the construction of the new development. He also provided as needed plans review. WaterBrooke Subdivision Alternative Plans Review and Inspection (PPI ) Services Clermont, Lake County, FL The project consisted of a new townhome community with 183 units in 14 buildings and single-family homes. Mr. Mueller served as the main plans examiner for the construction of the new development. Edward “Pike” Mueller, BN, PX Building Inspector/Plans Examiner Edward Mueller is a Building Plans Examiner with 33 years of experience. He began his career in the United States Coast Guard as part of the Presidential Honor Guard. Mr. Mueller then went on to receive his Building Contractor’s license in Virginia and his General Contractor’s license in Florida. Prior to accepting a Building Inspector role with the City of Apopka, he managed his own construction company in Virginia and Florida. He served the City of Apopka for nearly two decades, where he continued his education to earn nine additional licenses. 378 UES | 24 Qualifications Education MBA, Nova Southeastern University BS, Nova Southeastern University Years of Experience 45 Licenses ■Bldg Code Administrator ■Certified Electrical Contractor ■Certified Residential Builder ■Standard Residential Dwelling Plans Examiner ■Standard Inspector ■Standard Modular Inspector & Plans Examiner ■Standard Plans Examiner Certifications ■ICC Accessibility Inspector/Plans Examiner ■ICC Bldg Inspector ■ICC Bldg Plans Examiner ■ICC Bldg Code Official ■ICC Certified Bldg Official ■Certified Electrical Code Richard Olds, BN, PX, BU, MCP Multi-Licensed Code Compliance Inspector / Plan Reviewer Richard Olds has 45 years of construction-related experience including electrical and residential building contracting. He is a Florida-licensed Building Code Administrator, Plans Examiner, and Inspector. His professional career includes 42 years as a residential building and electrical contractor and approximately six years of service as a municipal code compliance Plans Examiner II for the St. Johns County, Florida, Building Department. He has over a decade of experience performing building code compliance inspection and plans examination. His industry experience has involved various types of commercial and residential building construction ranging from small, single-family dwellings to large multi-story and multi-family structures. Mr. Olds’ main responsibilities include inspecting for code compliance and quality assurance per the approved plans, documents, and project specifications; generating field reports for any code or specifications violations; and meeting with contractors to resolve field issues. He has performed all trades inspection and plan review on hundreds of construction projects for public and private clientele. Mr. Olds also has extensive experience performing building inspections and plan reviews and has significant knowledge of International Code Council (ICC) codes and State of Florida building codes and standards. He is a certified Master Code Professional (MCP) and a licensed building official (BU). He also serves as a Project Specialist Reservist for the Federal Emergency Management Agency (FEMA), a position that delivers assistance to public applicants with FEMA for financial repayment of eligible disaster- related expenses. PROJECT EXPERIENCE Professional Building Department Services Osceola County, FL Mr. Olds serves as a Building Inspector for UES’ current Osceola County contract. As part of UES’ Building Department Services, he inspects buildings and properties to ensure compliance with approved plans and applicable codes. This effort is a piggyback contract from Lake County, Florida. City of Rockledge Brevard County, FL Mr. Olds served as a Senior Building Inspector for the professional building department services continuing contract with the City of Rockledge, Florida. Services provided include licensed standard inspector and plans examiner services in support of the City’s Building Department. Construction projects included commercial, residential, industrial, institutional, and municipal facilities. City of Cocoa Brevard County, FL Mr. Olds served as a Senior Building Inspector for the professional building department services continuing contract with the City of Cocoa, Florida. Services provided include licensed plans review, inspection, and permitting assistance in support of the City’s Building Department. Construction projects included commercial, residential, industrial, institutional, and municipal facilities. Brevard County Public Schools Building Department Services Continuing Contract Brevard County, FL Mr. Olds served as a Senior Building Inspector for the professional building department services continuing contract with the School District. Services provided include licensed building and fire/life safety plans review and inspection for the School District’s facilities construction and renovation projects. 379 UES | 25 Qualifications Years of Experience 30 Licenses ■Standard Inspector - BN6850 ■Standard Plans Examiner - PX3737 ■Certified General Contractor - CGC1531399 Michael Iseley, BN, PX, CGC Building Inspector I Michael Iseley joined the UES team with 26 years of commercial construction experience, primarily in the plumbing trade throughout the country, and 2+ years of experience as a plumbing inspector with the City of Fort Lauderdale (28 total years prior of relevant experience). He is a Certified General Contractor, Plumbing Contractor, and RESNET HERS Rater. PROJECT EXPERIENCE City of Sanford - Continuous Building Dept. Support Services Sanford, Seminole County, FL Under UES’ back-to-back continuing contracts to provide professional building department support services, Mr. Iseley has provided various types of code compliance inspection and plans review services. Town of Eatonville - Continuous Professional Building Department Services Town of Eatonville, Orange County, FL Under UES’ continuing contract to provide professional building department services, Mr. Iseley serves as a plumbing inspector for various types of code compliance inspection services under the Town’s purview. City of Maitland - Continuous Professional Building Department Services City of Maitland, Orange County, FL Under UES’ continuing contract to provide professional building department services, Mr. Iseley serves as a multi- licensed building inspector for various types of code compliance inspection services under the City’s purview. City of Longwood - Continuous Professional Building Department Services Longwood, Seminole County, FL Under a UES continuing contract, UES Mr. Iseley served as a multi-licensed building inspector for various types of code compliance inspection services for the City of Longwood. City of Belle Isle – Professional Building Department Services Belle Isle, Orange County, FL Mr. Iseley performs code compliance plumbing inspections for the City of Belle Isle under UES’s continuing professional building department services contract. Orlando Health Children’s Pavilion Plan Review & Inspections Services Orlando, Orange County, FL UES provided alternative plan review and inspections services during the construction of this project consisting of a six-story medical facility. Mr. Iseley served as a multi-licensed building inspector for various types of code compliance inspections. Seminole County, BID Building Department Support Services Seminole County, FL Mr. Iseley served as a multi-licensed building inspector for various types of code compliance inspections for Seminole County’s Building Department. 380 UES | 26 Qualifications Years of Experience 16 Licenses ■Standard Building Inspector, FL - BN8853 Certifications ■Certified Residential Contractor CRC1330135 ■Home Inspector HI1738 ■Residential Inspector ■Real Estate Broker Associate BK30562 Thomas C. Marvuli, BN Multi-Licensed Code Compliance Inspector / Plan Reviewer Thomas Marvulli serves UES’ Orlando location as a building inspector licensed in the state of Florida. He also holds licensing and experience as a residential inspector, home inspector, residential contractor and real estate broker associate. Mr. Marvulli has over 16 years of industry experience which includes building construction for homes, additions, and renovations in which he performed estimating, remodeling, writing proposals, meeting with homeowners, providing excellent customer service, walkthroughs, scheduling and overseeing contractors, home inspections involving all components of the home, 4-point inspections, wind mitigation inspections, new home inspections of all phases of construction, provide detailed reports, accurate bookkeeping, advertising, and marketing. He has served as a construction project manager as well as code compliance standard building inspector. PROJECT EXPERIENCE City of Winter Springs - Continuous Professional Building Department Services Winter Springs, Seminole County, FL Under UES’ continuing contract to provide professional building department services, Mr. Marvulli serves as a licensed building inspector for various types of code compliance inspection services under the City’s purview. City of Casselberry - Continuous Professional Building Department Services Casselberry, Seminole County, FL Under a UES continuing contract to provide professional building department services, Mr. Marvulli has served as a licensed building inspector for various types of code compliance inspection services under the City’s purview. City of Sanford - Continuous Professional Building Department Support Services Sanford, Seminole County, FL Mr. Marvulli serves as a code compliance building inspector for this active municipal support continuing contract. City of Tavares Municipal Support Tavares, Lake County, FL Under a UES piggy-back contract, Mr. Marvulli has served as a licensed building inspector for various types of code compliance inspection services under the City’s purview. Solara at Westside Subdivision Building Inspection Services Kissimmee, Osceola County, FL This project consisted of a subdivision of single-family residences under 5,000 sft, and townhomes under 3,000 sft. UES provided alterative statutory plans review, building inspections and blower door testing as a Private Provider (PPI). Mr. Marvulli served as a code compliance building inspector for the builder. Multiple New Subdivisions Private Provider Inspection & Plan Review Seminole County, FL UES is providing alterative statutory plans review and building inspections as a Private Provider (PPI) to this major home builder client. Mr. Marvulli has served as a code compliance building inspector for various new subdivisions in Seminole County. 381 UES | 27 Qualifications Years of Experience 23 Licenses ■Standard Inspector - BN7461 ■Certified Building Contractor - CBC1255113 Charles P. Adolf, Jr., BN, CBC Building Inspector Charles Adolf serves UES’ Orlando office as a Building Inspector with over two decades of construction industry experience. He maintains licensure as a Standard Inspector and is also a third-generation Certified Building Contractor (CBC). Mr. Adolf has a robust background in large custom residential and light commercial projects. Additionally, he maintains a solid knowledge of new and emerging industry technologies as well as code changes and updates. EMPLOYMENT HISTORY/PROJECT EXPERIENCE City of Casselberry - Continuous Professional Building Department Services Casselberry, Seminole County, FL Under UES’s continuing contract to provide professional building department services, Mr. Adolf serves as a multi- licensed Building Inspector for various types of code compliance inspection services under the City’s purview. City of Sanford - Continuous Municipal Support Services Sanford, Seminole County, FL Under UES’s continuing contract (piggy-back) to provide professional building department support services, Mr. Adolf serves as a multi-licensed Building Inspector for various types of code compliance inspection services under the City’s purview. City of Winter Springs - Continuous Professional Building Department Services Winter Springs, Seminole County, FL Under UES’s continuing contract to provide professional building department services, Mr. Adolf serves as a multi- licensed Building Inspector for various types of code compliance inspection services under the City’s purview. City of Belle Isle Belle Isle, Orange County, FL Under UES’s continuing contract, Mr. Adolf serves as a multi- licensed Building Inspector for Belle Isle’s building department. City of Ocala - Licensed Building Inspector (July 2017-January 2021) Ocala, Marion County, FL As a city Building Inspector for residential 1- and 2-family dwellings, Mr. Adolf evaluated conditions of existing homes for participation in state and federally funded rehabilition grant programs (i.e. HUD/CDBG, HOME, FL SHIP Program). He also developed Scopes of Work for needed repairs or alterations, conducted pre-bid meetings with interested parties, coordinated contract meetings and supervised work for Building Code and program compliance. Additionally, Mr. Adolf coordinated with contractors and the City of Ocala Building Department for needed permits and inspections for various projects. Marion County – Building Inspector/Plans Examiner I (March 2021-September 2022) Marion County, FL As a county Building Inspector specializing in residential 1- and 2-family dwellings, Mr. Adolf conducted code compliance inspections for residential projects and new and existing structures, including structural, mechanical, electrical, plumbing, fuel gas and energy efficiency compliance. 382 UES | 28 Qualifications Years of Experience 57 Licenses ■Building Official/Code Administrator – BU1449 ■Standard Inspector – BN5174 ■Standard Plans Examiner – PX2602 ■Certified Electrical Contractor – EC13012317 Certifications ■Fire Official/Fire Inspector NJ - 144790 Affiliations ■Building Officials Association Of Florida, Central Florida Chapter ■International Code Council (BOCA, CABO): CBO Certification #2420, Combination Commercial & Residential Inspector ■ICC Chapter 68, NJ Electrical Inspectors Association, Charter Member and Trustee ■Connecticut Building Officials Association ■National Fire Protection Association ■International Association of Electrical Inspectors ■Experior Testing Service, Code Enforcement Test Development Team Brian Mitchell, BN, PX, BU CBO Building Official Brian Mitchell has over 57 years of experience in Building Trades, Government, and Instruction and building code compliance. Mr. Mitchell excels in problem-solving, decision-making, and public relations skills. He is a dependable team player with a strong command of modern technology and software on both MS and Mac platforms. Mr. Mitchell holds Building Code Administrator (BU), Standard Inspector (BN), and Standard Plans Examiner (PX) licenses, reflecting his extensive expertise in building safety and compliance EMPLOYMENT HISTORY/PROJECT EXPERIENCE City of Winter Springs - Continuous Professional Building Department Support Services Winter Springs, Seminole County, FL Under UES’ back-to-back continuing building department support contracts, Mr. Mitchell has provided code compliance inspection services as a multi- licensed building inspector. Cypress Park Estates Phase 3 (Haines City) PPI Inspections Haines City, Polk County, FL This project consisted of single-family homes under 3,500 square feet each in the Cypress Park Estates subdivision in Haines City. Mr. Mitchell has provided code compliance inspection services as a multi-licensed building inspector. City of Longwood - Continuous Professional Building Department Support Services Longwood, Seminole County, FL Under a continuous UES contract, Mr. Mitchell serves as a multi-licensed building inspector for various types of code compliance inspection services under the City’s purview. The Crossings Subdivision Private Provider Inspection (PPI) Services Saint Cloud, Osceola County, FL UES provided alternative code compliance inspections and blower door test services on the Crossings Phase I, Townhouses construction. Mr. Mitchell provided code compliance inspections as a multi- licensed building inspector. Previous Employment - SAFEbuilt, Inc. Florida Division (Private Provider) Mr. Mitchell served in multiple official capacities as assigned to meet the client’s needs. He also directed support staff in the permit application process. He assisted in technology improvements for administrative and technical processes. Mr. Mitchell performed and streamlined the plans examination process in compliance with the Florida Building Code, municipal codes, and ordinances. His inspections encompassed compliance within applicable disciplines, e.g., accessibility, building, electrical, energy, fire protection, mechanical, plumbing, and gas codes. Mr. Mitchell participated in formulating code interpretations and assisted other field inspection staff. He interacted with other local government offices, property owners, developers, design professionals, contractors, subcontractors, and the public while performing the above and guiding codes and standards, administrative regulations, and material specifications. 383 UES | 29 Qualifications RFP # 01-25-01 TR MANDATORY FORM REFERENCE INFORMATION FORM RFP # 01-25-01 TR BUILDING CODE AND PLAN REVIEW SERVICES Organization: Contact Person: Address: City: State: Zip: Phone Number: ( ) Project Cost: Date Performed: Organization: Contact Person: Address: City: State: Zip: Phone Number: ( ) Project Cost: Date Performed: Organization: Contact Person: Address: City: State: Zip: Phone Number: ( ) Project Cost: Date Performed: PROPOSER Representative Typed Name/Title: PROPOSER Representative Signature: PROPOSER: Town of Eatonville - Building Department & Fire Hydrant Inspections Services 307 East Kennedy Blvd. $590,000.00 (JTD)2016 - Ongoing 407 623-8909 Eatonville 32751 32809 32955 FL FL FL Demetris Pressley, CSM, City of Belle Isle - Inspections, Plan Reviews, and Fire Code Services 1600 Nela Avenue 1254 South Florida Ave. Belle Isle Rockledge 407 450-6272 $3,213,919.00 2010 - Ongoing Rick J Rudometkin, City Manager School District of Brevard County Continuing Contract - Inspections, Plan Review and Building Official Services Doreen Miller, Building Dept. $1,182,047.00(JTD) Guy Rabens, PE, Branch Manager UES Professional Solutions, LLC 2013 - Ongoing 321 631-1911 384 UES | 30 C. Project Approach/Work Plan UES’ UNDERSTANDING OF THE SCOPE OF WORK - CONCLUSION UES understands the Scope of Services and we have outlined how we will approach the work for the City. UES is well-versed in the Florida statutory code compliance nuances and has over 20+ years of experience conducting private provider code compliance services and city/county building department services. With a growing demand for construction plan review and inspection services, UES has become the most reliable, cost-effective resource for government extension assistance. We focus on assisting our clients in improving their service to the community while simultaneously reducing their business costs. Our staff is certified to meet all the requirements of Florida Statute Chapters 468 Part XIII, 471, 481, Florida Building Code and any other applicable Chapter of the The City of Winter Springs Building Department’s codes and ordinances. Our qualified, capable staff consists of multi-certified professionals valued for their experience, professional knowledge, and desire to surpass clients’ expectations. With a rising demand for plan review services, we have become a dependable, customer service-driven resource. For this contract, UES will provide personnel to perform plan review, enforcement, and inspection of building construction to ensure compliance with local, state, and federal codes as per the Scope of Services in Exhibit 1, in conjunction with the City building safety staff. As we have performed as-needed inspection and plan review support for the City’s Building Department, we are uniquely familiar with Department workflows. It is our understanding that the City seeks professional, licensed firms to perform services for: Florida Building Code compliant residential and/or commercial remote plan reviews and inspections in the principal building trades of building, MEP, energy conservation, and existing building. UES will provide personnel to conduct Florida Building Code compliant residential and/or commercial remote plan reviews and Florida Building Code Compliant Building Official services. UES recognizes that we are to supply personnel (“Assigned Employees”) who shall provide a variety of expert consulting services to the City’s Building Office. 385 UES | 31 C. Project Approach/Work Plan UES also recognizes that we are responsible for providing other Assigned Employees as requested by the City from time to time and as reflected on a need-based requirement. UES understands that all Assigned Employees are employees of our firm and are not, and will not be considered, employees of the City. We will select employees that meet the City’s requirements noted herein and provide them for the City’s based on their qualifications, certifications, licenses, and experience as an Assigned Employee. UES is obligated to be cost conscious in our attempts to ensure we meet the City needs. We respond to those needs without compromising the integrity of our work. Our mission is to communicate with our clients before and during the work to come to mutually agreeable terms. We intend to provide the City with comfort in knowing that UES views cost management as a critical concern. UES maintains full management control over the scheduling and quality of our work. Should a problem arise, we urge your representative to contact our Senior Management and/or Principals for immediate resolution. UES staff members are professional in every way. We strive to blend seamlessly, representing the City with professional, courteous service, and to become an asset to the City. All staff will accept direction and instructions while performing their duties independently and professionally, with minimal supervision required. UES provides exceptional service and we take pride in delivering outstanding services to our customers. The preceding process outlines the proposed approach to comply with the scope of services contained in this RFP. REMOTE PLANS EXAMINERS (BUILDING, ELECTRICAL, MECHANICAL AND PLUMBING) UES’ Plans Examiners will provide technical plan reviews per the Florida Building Code (FBC) and other federal, state, and local laws, rules, regulations, directives, codes, and ordinances. Each plans examiner is well-recognized in their field of expertise and is required to maintain their license with the state of Florida in compliance with Florida Statute 468 XII. Upon receiving a Plan Review assignment, UES’ Plans Examiners will review construction documents for compliance with adopted codes and standards. After completing each review, the plans examiner shall approve or reject the proposed work for specific code deficiencies. All examinations will be recorded in the City computer system. Comments from each Plan Review will be compiled and formatted into a clear, concise document. All deficiencies identified shall reference the sheet number and include the proper code citations required by Florida Statutes. The City staff will receive review comments. Plans examiners shall also meet with and assist design professionals, contractors, and homeowners to answer questions about the code and its intent. In addition, plans examiners can provide plan reviews for clients with schedule constraints or an aggressive schedule at the discretion of the Building Official. 386 UES | 32 C. Project Approach/Work Plan INSPECTORS (BUILDING, ELECTRICAL, MECHANICAL, AND PLUMBING) UES’ highly trained and certified inspectors have provided construction inspection services for many complex, high-profile projects. All UES inspectors are well-respected in their field of expertise and must maintain their license with the state of Florida per Florida Statute 468 XII. Once a UES inspector is approved by the City and given an assignment, they will report for work and be available to perform inspection service duties during regular business hours or as needed. UES’ approved personnel will report to the City Building Official or their designee. UES shall not change them without the City’s prior consent. Upon inspection assignments, UES Inspectors will provide residential and commercial inspections for compliance with the Florida Building Code, State Statutes, and local codes and ordinances. Inspection services will include new and existing permitted residential and commercial construction within the City. They will provide written comments if found non-compliant with applicable codes and regulations. UES’ inspectors will provide written inspection reports using inspection forms and log daily inspection results and hours worked in a permitting tracking system. All deficiencies identified shall include proper code citations as required by Florida Statutes. UES’ certified staff will contact contractors, architects, engineers, and citizens about construction projects, code questions, and other concerns. As noted, UES inspectors utilize late-model vehicles equipped with a mobile computing solution and the latest upgrades. This setup provides staff with enhanced communication abilities. The mobile system allows the inspector to provide accurate real-time inspection results and other documents in the field. In addition, every employee has a smartphone. The cell phone numbers are shared with our municipal partners and customers. UES inspectors understand the importance of keeping clear and concise documentation of all inspections. Our staff will provide the same level of service as if they were members of your own jurisdiction’s staff. SCHEDULE To ensure smooth, timely delivery of Building Inspection and Plan Review services for the City, UES has developed a robust project schedule with a focus on critical path tasks and essential resource allocation. The project implementation plan includes strategic management and planning measures designed to maximize efficiency and responsiveness, providing the City with exceptional support throughout the project. 1. Task and Project Schedule Overview Initial Project Setup (Weeks 1-2) ■Kickoff and Coordination: A project kickoff meeting will establish communication channels, define roles, and review expectations. UES will designate a project manager and set up routine check-ins with City staff. ■Resource Allocation and Staffing: We will identify required personnel for each phase, including inspectors, plan reviewers, and support staff, ensuring appropriate certifications and experience are matched to the City’s needs. 2. Plan Review Services (Ongoing) ■Plan Submission and Review: We will establish an efficient review cycle, targeting completion of all reviews within 2-10 business days, depending on complexity. This allows for timely feedback and adjustments while supporting the City’s development schedules. 387 UES | 33 C. Project Approach/Work Plan ■Critical Path Item – High-Priority Reviews: Large or complex projects will be flagged for prioritized review. UES will assign senior reviewers to expedite processing as necessary to avoid project delays. ■Coordination and Feedback Loop: For projects requiring multiple reviews or substantial adjustments, UES will coordinate closely with the City and design professionals, ensuring all stakeholders are promptly informed of changes and review outcomes. 3. Building Inspections (Daily Scheduling, Ongoing) ■Daily Inspection Scheduling and Coordination: UES will offer flexible daily scheduling options, including online booking and dedicated inspection windows, to accommodate high-demand periods and ensure responsive service. ■Critical Path Item – Fast-Track Inspections for High-Impact Projects: Inspections for essential infrastructure or priority projects will be fast-tracked as necessary. UES inspectors will be on-call for urgent requests, providing real-time updates through the City’s Software. ■Staffing and Resource Flexibility: To manage peak inspection periods, UES will deploy additional inspectors from our extensive network, ensuring that Winter Springs has ample inspection support throughout the project. PROJECT MANAGEMENT AND PLANNING STRATEGIES ■Continuous Communication and Progress Tracking: UES will maintain open communication with the City. This ensures all tasks are tracked effectively and any issues are addressed proactively. ■Quality Control and Quality Assurance: UES employs a rigorous QA/QC process, with senior inspectors and plan reviewers overseeing work to ensure accuracy and code compliance on every project. ■Resource Flexibility and Backup Support: UES’s nationwide network provides Winter Springs with access to additional resources if needed, ensuring uninterrupted service. Our team’s flexibility allows us to accommodate unexpected needs, such as project surges or expedited inspections. ADEQUACY OF RESOURCES Our staff has the necessary training, education, tools, and equipment to perform the services under this contract, including (but not limited to) professional uniforms logoed as desired by the City. UES’ professional staff consists of state-licensed plan examiners, engineers and architects, and certified inspectors and building officials. Our Building Inspection Department (BID) staff of qualified professionals and inspectors can quickly become an extension of your team by seamlessly integrating themselves into your workflow. The City may rely on our committed remote plan review staff to increase permitting and construction manageability and to handle the complexities of code compliance. In this era of evolving state-wide Florida Building Code, it is critical to have plan reviewers knowledgeable about the latest regulatory statutes. Our team’s experience and ability to respond to needs of contractors, citizens, architects and engineers and resources results in much more fiscally-lean and efficient tasks. Our robust staff includes: ■Professional engineers and architects ■Building officials/building code administrators ■Fire safety inspectors ■Licensed plans examiners and inspectors 388 TAB E Other Information 389 UES | 35 Introduction Letter SCOPE OF SERVICES: Inspections & Code Compliance OWNER/CLIENT: The City of Belle Isle 1600 Nela Avenue Belle Isle, Florida 32809 CONTACT INFORMATION: Rick J Rudometkin, City Manager rickr@belleislefl.gov Phone: (407) 851-7730 M: (407) 450-6272 PROJECT MANAGER / KEY PERSONNEL: David J. Aldrich Jay D. Abel Guillermo Alegria John R. Brooks John Jackson William Moody Karl McGuire PROJECT DATES: On-Going UES FEE: $3,213,919.00 (from 2010 to present) PROJECT DESCRIPTION UES has held a continuing city-wide contract to provide professional building department services for the City of Belle Isle since 2010. Daily, UES performs inspection and plan review for all construction projects, including commercial, residential and industrial, institutional, and municipal facilities from 2009 to the present. UES also serves as the building official and permitting office for the City of Belle Isle. CONTINUING CONTRACT: CITY OF BELLE ISLE BELLE ISLE, FLORIDA 390 UES | 36 Introduction Letter PROJECT DESCRIPTION From 2009 to 2011 and from 2016 and on-going, UES has held a continuing city-wide contract to provide professional building department services for the Town of Eatonville. UES has performed inspections, plan reviews services for all construction projects, including commercial, residential and industrial, institutional, and municipal facilities from 2009 to the present. UES also serves as the building official and permitting office for the Town of Eatonville. CONTINUING CONTRACT: TOWN OF EATONVILLE EATONVILLE, FLORIDA SCOPE OF SERVICES: Inspections & Code Compliance OWNER/CLIENT: Town of Eatonville 307 Kennedy Boulevard Eatonville, Florida 32751 CONTACT INFORMATION: Demetris Pressley, CSM, Interim-Chief Administrative Officer 307 E. Kennedy Blvd Eatonville, FL 32751 (407) 623-8913 PROJECT MANAGER / KEY PERSONNEL: John Jackson Gary Gerstemeier Gemelo Lucresio Paulo Fray Richard Olds Guillermo Alegria, David Rodriguez Gonzalez David Aldrich PROJECT DATES: On-Going UES FEE: $590,000.00 (JTD) (current contract, 2016 to present) 391 UES | 37 Introduction Letter SCHOOL DISTRICT OF BREVARD COUNTY BREVARD COUNTY, FLORIDA PROJECT DESCRIPTION UES has provided professional services related to building code inspection and permit plan review for the School Board since 2013 (over ten years). Our staff conducts building inspections and plan reviews, and life safety code compliance services for construction projects at facilities throughout the school district to ensure compliance with the Florida Building Code. SCOPE OF SERVICES: Inspections & Code Compliance OWNER/CLIENT: The School Board of Brevard County 1254 South Florida Avenue Rockledge, Florida 32955 CONTACT INFORMATION: Doreen Miller Building Dept. Planning and Permitting Administrator miller.doreen@brevardschools.org (321) 631-1911 PROJECT MANAGER / KEY PERSONNEL: David Olivieri Richard Olds John Jackson William Moody PROJECT DATES: On-Going UES FEE: $1,182,047.00 (from 2013 to date) 392 TAB F Cost and Time 393 UES | 39 Introduction Letter UES | 39 Cost and Time RFP # 01-25-01 TR MANDATORY FORM EXHIBIT "B" FEE SCHEDULE AND ASSIGNED HOURS I.Hours assigned to Service Provider. A.Building Official hours. Based on current permit activity, the Building Official is assigned eight (8) hours per day (totaling forty [40] hours per week) to the City performing duties within the City. If permitting volume falls, the decision to lessen the Building Official's assigned billable hours may be made at the discretion of the City. Building Official hours reassigned to other clients will not be billed to the City of Winter Springs B.Plans Examiner hours and Inspector hours. Plans Examiner hours and Inspector hours are billed as performed for Services provided to the City. II.City operating hours. The City's operating hours are Monday through Friday, 8:00 a.m. to 5:00 p.m., except for holidays. Ill. Hourly rates for Services provided during the City's operating hours. A.Building Code Administrator/Building Official Services = $ ________________ per hour B.Plans Review Services = $ ________________ per hour C.Field Inspection Services = $ ________________ per hour IV.Hourly rates for Services requested by the City to be performed outside of City operating hours. A.Requests made by the City for any Services to be performed outside of its operating hours will be billed at an hourly rate of $_____________, with a 2 hour minimum. Only the City Project Manager or his/her designee may make such requests of Service Provider 118.00 95.00 95.00 175.00 394 TAB G Mandatory Proposal Forms 395 UES | 41 Introduction Letter UES | 41 Mandatory Proposal Forms UES Professional Solutions, LLC 3532 Maggie Boulevard, Orlando, FL 32811 3532 Maggie Boulevard, Orlando, FL 32811 (407) 423-0504 Teamues.com Guy Rabens, PE 2/13/20251 grabens@teamues.com 59-1117804 RFP # 01-25-01 TR MANDATORY FORM PROPOSER INFORMATION AND ACKNOWLEDGEMENT FORM For RFP # 01-25-01 TR BUILDING CODE AND PLAN REVIEW SERVICES The undersigned PROPOSER does hereby agree to furnish the City of Winter Springs, Florida, the items listed in accordance with the minimum requirements/evaluation criteria shown by the Request for Proposal to be delivered to the specified site for the price indicated. IT IS THE PROPOSER’S RESPONSIBILITY TO CHECK www.demandstar.com FOR FINAL DOCUMENTS AND ADDENDA BEFORE SUBMITTAL THIS PROPOSAL MUST BE SIGNED BY THE PRINCIPAL OR DIRECTOR AS INDICATED BY THE FLORIDA DEPARTMENT OF STATE, DIVISION OF CORPORATIONS (www.sunbiz.org). Proof of corporate signer must be submitted with Proposal. If not submitted, PROPOSER will be considered non-responsive. Use Sunbiz website screen shot or copy of Corporate Resolution or Power of Attorney. PROPOSER NAME: TAX ID# SNN or EIN: PROPOSER ADDRESS: PURCHASE ORDER ADDRESS: PHONE NUMBER: COMPANY WEBSITE: COMPANY CONTACT (REP): CONTACT EMAIL ADDRESS: SIGNATURE: THE UNDERSIGNED: A.Acknowledges receipt of: 1.RFP # 01-25-01 TR Pertaining To: Building Code and Plan Review Services 2.Addenda: Number: _________, Dated _________________. Number: _________, Dated _________________. B.Has examined the site and all RFP Documents and understands that in submitting its Proposal, they waive all right to plead any misunderstanding regarding the same. C.Agrees: 1.To hold this Proposal open for 90 calendar days after the bid opening date. 2.To furnish the services specified in this RFP at the prices quoted in Proposal and in compliance with the RFP Documents. 3.To accept the provisions of the Instructions to PROPOSERS. 4.To negotiate a contract with the CITY incorporating the Proposal prices, if selected on the basis of this Proposal. 5.To accomplish the work in accordance with the contract documents. D.Certifies: 1. That all information contained in this Proposal is truthful to the best of my knowledge and belief. 2.That I am duly authorized to submit this Proposal on behalf of the PROPOSER and that the PROPOSER is ready, willing, and able to perform if awarded the Proposal. Stipulated Amount A.Submit on Exhibit B Fee Schedule and Assigned Hours. 396 UES | 42 Introduction Letter UES | 42 Mandatory Proposal Forms RFP # 01-25-01 TR MANDATORY FORM REFERENCE INFORMATION FORM RFP # 01-25-01 TR BUILDING CODE AND PLAN REVIEW SERVICES Organization: Contact Person: Address: City: State: Zip: Phone Number: ( ) Project Cost: Date Performed: Organization: Contact Person: Address: City: State: Zip: Phone Number: ( ) Project Cost: Date Performed: Organization: Contact Person: Address: City: State: Zip: Phone Number: ( ) Project Cost: Date Performed: PROPOSER Representative Typed Name/Title: PROPOSER Representative Signature: PROPOSER: Town of Eatonville - Building Department & Fire Hydrant Inspections Services 307 East Kennedy Blvd. $590,000.00 (JTD)2016 - Ongoing 407 623-8909 Eatonville 32751 32809 32955 FL FL FL Demetris Pressley, CSM, City of Belle Isle - Inspections, Plan Reviews, and Fire Code Services 1600 Nela Avenue 1254 South Florida Ave. Belle Isle Rockledge 407 450-6272 $3,213,919.00 2010 - Ongoing Rick J Rudometkin, City Manager School District of Brevard County Continuing Contract - Inspections, Plan Review and Building Official Services Doreen Miller, Building Dept. $1,182,047.00(JTD) Guy Rabens, PE, Branch Manager UES Professional Solutions, LLC 2013 - Ongoing 321 631-1911 397 UES | 43 Introduction Letter UES | 43 Mandatory Proposal Forms RFP # 01-25-01 TR MANDATORY FORM INSURANCE REQUIREMENTS FORM Insurance Type Required Limits Worker’s Compensation Statutory Limits of Florida Statutes, Chapter 440 and all Federal Government Statutory Limits Employer’s Liability $1,000,000 each accident, single limit per occurrence Commercial General Liability (Occurrence Form) patterned after the current ISO form $1,000,000 single limit per occurrence $3,000,000 aggregate for Bodily Injury Liability & Property Damage Liability. This shall include Premises and Operations; Independent Contractors; Products & Completed Operations & Contractual Liability. Indemnification To the maximum extent permitted by Florida law, the Contractor/Vendor/Consultant shall indemnify and hold harmless City of Winter Springs, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys’ fees and paralegals’ fees, to the extent caused by the negligence, recklessness, or intentional wrongful conduct of the Contractor/Vendor/Consultant or anyone employed or utilized by the Contractor/Vendor/Consultant in the performance of the Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an indemnified party or person described in this paragraph. This section does not pertain to any incident arising from the sole negligence of the City of Winter Springs. Automobile Liability $1,000,000 each person; Bodily Injury & Property Damage, Owned/Non-owned/Hired; Automobile Included. Other PROPOSER shall ensure that all subcontractors comply with the same insurance requirements that it is required to meet. The same PROPOSER shall provide the CITY with certificates of insurance meeting the required insurance provisions. The City of Winter Springs must be named as “Additional Insured” on the Insurance Certificate for Commercial General Liability where required. The Certificate Holder shall be named as City of Winter Springs. Thirty (30) days cancellation notice required. The undersigned PROPOSER agrees to obtain, prior to award, if selected,a minimum level of insurance as stated above. PROPOSER Authorized Signature Officer Title Date UES Professional Solutions, LLC Branch Manager 2/14/2025 398 UES | 44 Introduction Letter UES | 44 Mandatory Proposal Forms SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBRWVDADDLINSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED?(Mandatory in NH) DESCRIPTION OF OPERATIONS belowIf yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIREDAUTOS ONLY 6/3/2024 Edgewood Partners Insurance Agency3780MansellRd.Suite 370AlpharettaGA30022 Greyling COI Specialist 770.670.5324 770.670.5324 uescerts@greyling.com Endurance American Specialty Ins Co 41718 UNIVENG Evanston Insurance Company 35378 Landmark American Insurance Company 33138 Greenwich Insurance Company 22322 Aspen Specialty Insurance Company 10717 Convex Insurance UK Limited 1466690031 D X 2,000,000 X 300,000 X Contractual Liab 10,000 2,000,000 4,000,000 X X Y Y RGC3002099 5/1/2024 5/1/2025 4,000,000 Employee Benefits 1,000,000 DA 2,000,000 X X X Y Y RAC9438325EXT30030240901 5/1/20245/1/2024 5/1/20255/1/2025 Excess Auto 2,000,000 BC X 7,000,000 X Y MKLV2EUE101855LHA600397 5/1/20245/1/2024 Y 5/1/20255/1/2025 7,000,000 X 0 D X N Y RWC3002100 5/1/2024 5/1/2025 1,000,000 1,000,000 1,000,000 EF Excess GLProfessional LiabInclPollutionLiab CX010NE24B0146LDUSA2405257 5/1/20245/1/2024 5/1/20255/1/2025 Per Occ./AggregatePerClaimAggregate $4,000,000$5,000,000$5,000,000 Sample Certificate INSUREDUES Professional Solutions, LLC 4205 Vineland Road, Suite L1Orlando, FL 32811 399 UES | 45 Introduction Letter UES | 45 Mandatory Proposal Forms RFP # 01-25-01 TR MANDATORY FORM SCRUTINIZED COMPANY CERTIFICATION Florida Statutes, Sections 287.135 and 215.473 Pursuant to Section 287.135, Florida Statutes (2017), a company is ineligible to, and may not, bid on, submit a proposal for, or enter into or renew a contract with the CITY for goods or services of: a.Any amount if, at the time of bidding on, submitting a proposal for, or entering into or renewing such contract, the Proposer is on the Scrutinized Companies that Boycott Israel List, created pursuant to s. 215.4725, or is engaged in a boycott of Israel; or b.One million dollars or more if, at the time of bidding on, submitting a proposal for, or entering into or renewing such contract, the company: Is on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Terrorism Sectors List, created pursuant to s. 215.473; or c.Is engaged in business operations in Cuba or Syria. Subject to limited exceptions provided in state law, the CITY will not contract for the provision of goods or services with any scrutinized company referred to above. The Proposer must submit this required certification form attesting that it is not a scrutinized company and is not engaging in prohibited business operations. The following shall be grounds for termination of the contract at the option of the awarding body: a.The Proposer is found to have submitted a false certification; been placed on the Scrutinized Companies with Activities in Sudan List; b.Been placed on the Scrutinized Companies that Boycott Israel List or c.Is engaged in a boycott of Israel; or d.Been engaged in business operations in Cuba or Syria. e.Has been placed on a list created pursuant to s. 215.473, Florida Statutes, relating to scrutinized active business operations in Iran. The CITY shall provide notice, in writing, to the Proposer of any determination concerning a false certification. a.The Proposer shall have five (5) days from receipt of notice to refute the false certification allegation. b.If such false certification is discovered during the active contract term, the Proposer shall have ninety (90) days following receipt of the notice to respond in writing and demonstrate that the determination of false certification was made in error. c.If the Proposer does not demonstrate that the CITY’s determination of false certification was made in error then the CITY shall have the right to terminate the contract and seek civil remedies pursuant to Section 287.135, Florida Statutes. 400 401 402 UES | 48 Introduction Letter UES | 48 Mandatory Proposal Forms RFP # 01-25-01 TR MANDATORY FORM DRUG FREE WORKPLACE FORM The undersigned PROPOSER, in accordance with Florida Statute 287.087 hereby certifies that _____________________________________________________ does: (Name of PROPOSER) 1.Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2.Inform employees about the dangers of drug abuse in the workplace, the business’s policy of maintaining a drug- free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3.Give each employee engaged in providing the commodities or contractual services that are under contract a copy of the Drug-Free statement. 4.Notify the employees that as a condition of working on the commodities or contractual services that are under contract, employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of Chapter 893 or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five (5) days after such conviction. 5.Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee’s community, by any employee who is so convicted. 6.Make a good faith effort to continue to maintain a drug-free workplace through implementation of this section. 7.As the person authorized to sign the statement, I certify that this business complies fully with the above requirements. (Authorized Signature) (Date) (Print/Type Name as Signed Above UES Professional Solutions, LLC Guy Rabens, PE, Branch Manager 2/14/2025 403 UES | 49 Introduction Letter UES | 49 Mandatory Proposal Forms RFP # 01-25-01 TR MANDATORY FORM PUBLIC ENTITY CRIMES STATEMENT SWORN STATEMENT UNDER F.S. SECTION 287.133(3) (A), ON PUBLIC ENTITY CRIMES THIS FORM MUST BE SIGNED IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICER AUTHORIZED TO ADMINISTER OATHS. 1.This sworn statement is submitted with Proposal for RFP 01-25-01 TR Building Code and Plan Review Services. 2.This sworn statement is submitted by (PROPOSER) ___________________________ whose business address is _____________________________________ and (if applicable) Federal Employer Identification Number (FEIN) is _____________________ (If a Sole Proprietor and you have no FEIN, include the last four (4) digits of your Social Security Number: ___________. 3.My name is ____________________ and my relationship to the PROPOSER named above is _____________________. 4.I understand that a "public entity crime" as defined in Paragraph 287.133(a) (g). Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or with the United States, including, but not limited to, any proposal or contract for goods or services to be provided to any public entity or any agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation. 5.I understand that "convicted" or "conviction" as defined in paragraph 287.133(a) (b), Florida Statutes, means finding of guilt or a conviction of a public entity crime with or without an adjudication of guilt, in any federal or state trial court of records relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, non-jury trial, or entry of a plea of guilty or nolo contendere. 6.I understand that an "affiliate" as defined in Paragraph 287.133(1) (a), Florida Statutes, means: •A predecessor or successor of a person convicted of a public entity crime; or •An entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime. The term "affiliate" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The City of Fernandina Beach, Florida ownership by one of shares constituting a controlling income among persons when not for fair interest in another person, or a pooling of equipment or income among persons when not for fair market value under a length agreement, shall be a prima facie case that one person controls another person. A person who was knowingly convicted of a public entity crime, in Florida during the preceding 36 months shall be considered an affiliate. 7.I understand that a "person" as defined in Paragraph 287.133(1) (e), Florida Statutes, means any natural person or entity organized under the laws of the state or of the United States with the legal power to enter into a binding contract for provision of goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in management of an entity. 8. Based on information and belief, the statement which I have marked below is true in relation to the entity submitting this sworn statement. (Please indicate which statement applies) ____Neither the entity submitting this sworn statement, nor any officers, directors, executives, partners, shareholders, employees, members, or agents who are active in management of the entity, nor affiliate of the entity have been charged with and convicted of a public entity crime subsequent to July 1, 1989. ____The entity submitting this sworn statement, or one or more of the officers, directors, executives, partners, shareholders, employees, members, or agents who are active in management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. (Please attach a copy of the final order.) UES Professional Solutions, LLC Guy Rabens, PE 3532 Maggie Boulevard, Orlando, FL 32811 59-1117804 N/A Branch Manager 404 405 UES | 51 Introduction Letter UES | 51 Mandatory Proposal Forms RFP # 01-25-01 TR MANDATORY FORM DEBARMENT, SUSPENSION and OTHER RESPONSIBILITY MATTERS Certification A - Primary Covered Transactions The prospective primary participant certifies to the best of its knowledge and belief that its principals: Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal debarment or agency; Have not within a three-year period preceding this proposal, been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification, or destruction of records, making false statements, or receiving stolen property; Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, State, or local) with commission of any of the offenses enumerated in paragraph (1) (b) of this certification; and Have not within a three-year period preceding this application/proposal had one or more public transactions (Federal, State, or local) terminated for cause or default. Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation of this proposal. Instructions for Certification (A) By signing and submitting this Bid, the prospective primary participant is providing the certification set out below; The inability of a person to provide the certification required below will not necessarily result in denial of participation in this covered transaction. The prospective participant shall submit an explanation of why it cannot provide the certification set out below. The certification or explanation will be considered in connection with the department or agency’s determination whether to enter into this transaction. However, failure of the prospective primary participant to furnish a certification or any explanation shall disqualify such person from participation in this transaction. The certification in this clause is a material representation of fact upon which reliance was placed when the department or agency determined to enter into this transaction. If it is later determined that the prospective primary participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause or default. The prospective primary participant shall provide immediate written notice to the department or agency to which this proposal is submitted if at any time the prospective primary participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. a)The terms covered transaction, debarred, suspended, ineligible, lower tier covered transaction, participant, person, primary covered transaction, principal, proposal, and voluntarily excluded, as used in this clause, have the meanings set out in the Definitions and Coverage sections of the rules implementing Executive Order 12549. You may contact the department or agency to which this proposal is being submitted for assistance in obtaining a copy of these regulations. 406 UES | 52 Introduction Letter UES | 52 Mandatory Proposal Forms RFP # 01-25-01 TR MANDATORY FORM b)The prospective primary participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency entering into this transaction. c)The prospective primary participant further agrees by submitting this proposal that it will include the clause titled “Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion – Lower Tier Covered Transaction,” provided by the department or agency entering into this covered transaction, without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions. d)A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines this eligibility of its principals. Each participant may, but is not required to, check the Non- procurement List. e)Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. f)Except for transactions authorized under paragraph (6) of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause of default. Certification B - Lower Tier Covered Transactions a.The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency. b.Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. Instructions for Certification (B) By signing and submitting this proposal, the prospective lower tier participant is providing the certification set out below. a.The certification in this clause is a material representation of fact upon which reliance was placed when this transaction was entered into. If it is later determined that the prospective lower tier participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies, including suspension and/or debarment. b.The prospective lower tier participant shall provide immediate written notice to the person to whom this proposal is submitted if at any time the prospective lower tier participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. 407 UES | 53 Introduction Letter UES | 53 Mandatory Proposal Forms RFP # 01-25-01 TR MANDATORY FORM c.The terms covered transaction, debarred, suspended, ineligible, lower tier covered transaction, participant, person, primary covered transaction, principal, proposal, and voluntarily excluded, as used in this clause, have the meanings set out in the Definitions and Coverage sections of rules implementing Executive Order 12549. You may contact the person to which this proposal is submitted for assistance in obtaining a copy of these regulations. d.The prospective lower tier participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency with which this transaction originated. e.The prospective lower tier participant further agrees by submitting this proposal that it will include this clause title “Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion – Lower Tier Covered Transaction,” without modification, in all lower tier covered transactions and in all solicitation for lower tier covered transactions. f.A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines the eligibility of its principles. Each participant may but is not required to, check the Non- procurement List. g.Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. h.Except for transactions authorized under paragraph (5) of these instructions, if a participant in a lower covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies including suspension and/or debarment. PROPOSER: Date: Signature of Authorized Certifying Official: Title: UES Professional Solutions, LLC Branch Manager 2/14/2025 408 UES | 54 Introduction Letter UES | 54 Mandatory Proposal Forms RFP # 01-25-01 TR MANDATORY FORM E-VERIFY STATEMENT Proposal Number: RFP # 01-25-01 TR Project Description: Building Code and Plan Review Services PROPOSER acknowledges and agrees to the following: PROPOSER shall utilize the U.S. Department of Homeland Security’s E-Verify system, in accordance with the terms governing use of the system, to confirm the employment eligibility of: 1.All persons employed by the PROPOSER during the term of the Contract to perform employment duties within Florida; and 2.All persons assigned by the PROPOSER to perform work pursuant to the contract with the CITY. PROPOSER: __________________________________________________________________ Authorized Signature: __________________________________________________________ Title: ________________________________________________________________________ Date: _______________________________________________________________________ UES Professional Solutions, LLC Branch Manager 2/14/2025 409 410 UES | 56 Introduction Letter UES | 56 Mandatory Proposal Forms RFP # 01-25-01 TR MANDATORY FORM SMWBE UTILIZATION PLAN Small, Minority, and Women’s Business Enterprises (SMWBE), and Labor Surplus Area Firms Utilization PROPOSER Company Name: _________________________________________________________________ Project Name : Building Code and Plan Review Services RFP Number : RFP # 01-25-01 TR CFR §200.321 requires local governments to take all necessary affirmative steps to assure that minority business, women’s business enterprises, and labor surplus area firms are used when possible. The CITY requires that PROPOSERS (Prime Contractors), if subcontracts are to be let, to take the five affirmative steps as cited below. Please describe your firm’s plan for identifying and potential use of SMWBE and Labor Surplus Area Firms. Additional pages may be attached, as necessary. •Placing qualified small and minority business and women’s business enterprises on solicitation lists. •Assuring that small and minority businesses, and women’s business enterprises are solicited whenever they are potential sources. •Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority business and women’s business enterprises. •Establishing delivery schedules where the requirement permits, which encourage participation by small and minority businesses, and women’s business enterprises and veteran owned businesses. •Using the services and assistance, as appropriate, of such organizations as the Small Business Administration or the Florida Office of Supplier Diversity https://www.dms.myflorida.com/agency_administration/office_of_supplier_diversity_osd UES Professional Solutions, LLC 411 MINORITY AND SMALL BUSINESS UTILIZATION UES is not a minority firm. However, we recognize the importance of minority and local business participation in procurement and completion of projects for the City of Winter Springs. We strive to include these types of businesses on all projects whenever applicable. Having undertaken numerous projects within the local area, we have cultivated strong working relationships with specialized sub- consultants, and vendors. These established connections bring significant benefits to the team, enabling smooth coordination and collaboration throughout the project life-cycle. This established relationship fosters trust and reliability, bolstering the team’s credibility within the community and ultimately benefiting the overall success of the project. UES recognizes the importance, intention, and value of small business programs. Having performed engineering services for over six decades throughout Florida, we are aware of municipalities’ goals to include minority firms in procurement. We proactively seek SBEs (Small Business Enterprises), M/WBEs (Minority and Women Business Enterprises), DBEs (Disadvantaged Business Enterprises), and VBEs (Veteran Business Enterprise) with the intent to incorporate them into our projects to further support diversity in business and contribute to our community and local economy. DIVERSITY IN STAFF As more and more people of different ethnic backgrounds, cultures, religions, ages, physical and mental abilities join the workforce, companies must find ways to incorporate these diverse groups into their organizations. UES is no exception as we recognize that diversity is vital to our success. The diversity among UES’ employees enriches our company with creativity, ideas, different abilities, experiences, and personalities—all contributing to our culture. 412 TAB H Florida State Corporate Filing 413 UES | 58 Florida State Corporate Filing 4205 VINELAND ROAD, SUITE L1 ORLANDO,FL 32811 Current Principal Place of Business: Current Mailing Address: 4205 VINELAND ROAD, SUITE L1 ORLANDO,FL 32811 US Entity Name:UES PROFESSIONAL SOLUTIONS, LLC DOCUMENT#L20000003595 FEI Number: 59-1117804 Certificate of Status Desired: Name and Address of Current Registered Agent: COGENCY GLOBAL INC. 115 NORTH CALHOUN STREET SUITE 4 TALLAHASSEE,FL 32301 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida. SIGNATURE: Electronic Signature of Registered Agent Date Authorized Person(s) Detail : I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am a managing member or manager of the limited liability company or the receiver or trustee empowered to execute this report as required by Chapter 605, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered. SIGNATURE: Electronic Signature of Signing Authorized Person(s) Detail Date KRISTIE TOLLIVER FILED Sep 25,2024 Secretary of State 7891288408CC BENJAMIN BUTTERFIELD SECRETARY 09/25/2024 2024 FLORIDA LIMITED LIABILITY COMPANY AMENDED ANNUAL REPORT No 09/25/2024 Title AMBR Name OBSIDIAN GROUP ACQUISITIONS, INC. Address 4205 VINELAND ROAD SUITE L1 City-State-Zip:ORLANDO FL 32811 Title CFO, TREASURER Name LAUREN, HARJU Address 4205 VINELAND ROAD, SUITE L1 City-State-Zip:ORLANDO FL 32811 Title SECRETARY Name BUTTERFIELD, BENJAMIN Address 4205 VINELAND ROAD, SUITE L1 City-State-Zip:ORLANDO FL 32811 Title AUTHORIZED REPRESENTATIVE Name EGGER , JIM Address 4205 VINELAND ROAD, SUITE L1 City-State-Zip:ORLANDO FL 32811 Title CEO Name WITSKEN, DAVE Address 4205 VINELAND ROAD SUITE L1 City-State-Zip:ORLANDO FL 32811 Title VP Name ELZWEIG, GARY Address 4205 VINELAND ROAD, SUITE L1 City-State-Zip:ORLANDO FL 32811 Title PRESIDENT Name KUSHNER, RICHARD G. Address 4205 VINELAND ROAD, SUITE L1 City-State-Zip:ORLANDO FL 32811 Title AUTHORIZED REPRESENTATIVE Name KISER, LACY Address 4205 VINELAND ROAD, SUITE L1 City-State-Zip:ORLANDO FL 32811 414 UES | 59 Florida State Corporate Filing 3532 Maggie Boulevard, Orlando, FL 32811 | p (407) 423-0504| teamues.com January 31, 2025 To Whom It May Concern: This letter certifies that Guy Rabens, PE, Orlando Branch Manager, has authority to sign and execute documents to include purchase orders, purchase contracts, lien releases, letters, contracts, and similar transactional documentation on behalf of UES Professional Solutions, LLC Sincerely, Rick G. Kushner, P.E. President – North Florida Division rkushner@teamues.com (386) 527-5009 415 teamues.com 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 433 434 435 436 437 438 439 440 441 442 443 444 445 446 447 448 449 450 451 452 453 454 455 456 457 458 459 PDCS, LLC will not utilize a subconsultant to service the City of Winter Springs. 460 461 462 463 464 CITY OF WINTER SPRINGS Proposal Building Code and Plan Review Services RFP #01-25-01 TR February 21, 2025 FLORIDA 465 Section A – PROPOSER Information and Acknowledgement Form Willdan has provided the required Proposer Information and Acknowledgement form on the following page. 466 467 Section B - Table of Contents Section A – PROPOSER Information and Acknowledgement Form Section B - Table of Contents Section C – Introduction Letter Section D – Qualifications ...................................................................................................................................... 1 1. General ................................................................................................................................................... 1 2. Proposer Experience ............................................................................................................................... 2 3. Team Experience ..................................................................................................................................... 3 4. References .............................................................................................................................................. 6 5. Conclusion .............................................................................................................................................. 6 Section E – Other Information ............................................................................................................................... 8 Section F – Cost and Time .................................................................................................................................... 13 Section G – Mandatory Proposal Forms ............................................................................................................... 20 Section H – Florida State Corporate Filing ............................................................................................................ 43 468 407.872.2467 | fax: 888-326-6864 | 200 South Orange Avenue, Suite 1550, Orlando, Florida 32801 |www.willdan.com Section C – Introduction Letter February 21, 2025 City of Winter Springs 1126 East State Road 434 Winter Springs, FL 32708 Subject: Proposal for RFP # 01-25-01 TR - Building Code and Plan Review Services The City of Winter Springs, FL is seeking proposals from qualified and experienced firms to provide Building Code and Plan Review Services relating to Building Code Administration/Building Official Services, Plans Review Services, and Building Code Inspection Services. Willdan Engineering, a part of Willdan Group, has been a consistent industry leader for 60 years, with a staff of over 1700 people, providing all aspects of municipal and infrastructure engineering, including building and safety, public works, public financing, planning, and construction management services. Willdan has the knowledge, experience, and team expertise to effectively assist the City. The Willdan Advantage Willdan is a Building and Safety leader throughout the United States. Willdan is an experienced partner and has provided building official, building inspection, plan check, permit technician, and code enforcement services to hundreds of cities and counties, many for more than 27 years. Willdan has provided plan check and inspection services for a myriad of residential and commercial buildings throughout the United States. Our approach to each assignment is to furnish the client with technical assistance and strong project management in a professional, efficient, and economical manner. We have an office in Central Florida and provide services throughout the state with an experienced team of FL- licensed inspectors, plans examiners, fire personnel and building officials. Our team consists of building professionals with extensive knowledge and experience collectively spanning decades in the building industry. Each team member brings knowledge from their respective fields which provides us the ability to handle all types of residential and commercial building projects effectively. Key team members include: John Abner, CBO, CFM, (BU2011, RPX288, PX3952, BN6812) a plan reviewer, inspector and building official with 26 years’ experience; Robert Harper, CBO, CFM, (BU2192, BN8435, RPX382, PX4774) a plan reviewer, inspector, and building official with 18 years’ experience; Ed Nazario, CBO, (BU1440, BN4953, PX2474) a plan review with 35 years’ experience; and Stephen Wright, (BN3500, PX1857) a building inspector with 27 years’ experience. Willdan has 18 years of successful performance and long-term working relationships in Florida. Willdan is local – since 2007 our Financial Services Division and our Engineering Division have successfully completed 170 contracts in 112 Florida cities. Our building and safety division currently has over 20 building and safety contracts including the cities of Winter Garden, Maitland, Clermont, Howey-in-the-Hills, Mascotte, Montverde, Groveland, Leesburg, and the Town of Oakland. This strong base of operations, combined with local FL registered inspectors, plans examiners and fire professionals, provides us with the ability to deliver high-quality professional services to the City of Winter Springs. 469 Willdan’s local/national approach delivers best-in -class industry knowledge and local expertise to the City of Winter Springs. Willdan is a municipal support services provider that excels at providing customer service to its client base and their customers. We believe our job is to work collaboratively with residents, businesses, and developers to navigate the development process and complete their projects as efficiently as possible. In addition, our staff places an emphasis on ensuring that all commercial and residential structures meet the Florida building code and NFPA and are compliant with all applicable laws and ordinances. Since 2000, Willdan has expanded its successful municipal support services model to Florida, Arizona, Nevada, Idaho, Texas, Tennessee, Illinois, and Indiana. The depth of resources and capabilities of our national team, combined with strong project management and Willdan’s ability to attract and develop high-quality staff, have proven to be highly effective for our clients – as demonstrated by the references and Letters of Recommendation provided in this proposal. Our team has outstanding leadership. Al Brady, CBO, Willdan’s Florida-based Deputy Director of Building & Safety, and proposed Project Manager, is a Certified Building Official who has completed 100+ projects over 10 years similar in nature to the City’s request. Based in our Orlando office, Mr. Brady is a FL resident and will be the main point of contact for the services performed under the scope of this RFP to ensure seamless delivery. Patrick Johnson, PE, CBO, Willdan’s Director of Building & Safety, and proposed Principal-in-Charge, has managed 135+ projects valued at more than $43 million. His experience as an engineer, principal, and project manager gives him the capability to ensure the City of Winter Springs’ needs are met and exceeded. Mr. Al Brady will be the main point of contact and can be reached via phone: 951.454.3539 or email: abrady@willdan.com. Thank you for the opportunity and for your consideration. Respectfully submitted, WILLDAN ENGINEERING Vanessa Muñoz, PE, TE President, CEO 470 471 472 Proposal for Building Code and Plan Review Services 1 City of Winter Springs, FL Section D – Qualifications 1. General Willdan Engineering (Willdan) is part of Willdan Group, Inc. (WGI), a NASDAQ publicly traded Delaware Corporation and nationwide firm serving numerous public agencies. Founded in 1964 as a civil engineering firm, Willdan has evolved into a professional and technical services consulting firm offering a broad array of expertise through three subsidiary firms – Willdan Engineering, Willdan Financial Services, and Willdan Energy Solutions. These comprehensive services allow us to provide realistic solutions with an integrated approach to address clients’ planning, engineering, building and safety, financial, economic, public safety, and energy needs. In 2023, Willdan acquired Dennis Grubb & Associates (DGA) who specialized exclusively in fire plan review and inspections, enhancing the client services we offer. The DGA staff bring hundreds of years of direct fire service experience. Willdan currently is performing contract fire plan review and inspections services for 27 agencies throughout the United States. Throughout our 60-year history, Willdan Engineering has served as a full service, multi-disciplinary firm specializing in building and safety, municipal engineering, planning, and construction management and inspection services, along with a team of complementary disciplines, supporting implementation of community goals and visions. Willdan has over 1700 employees located in 52 offices nationwide. Services for the City of Winter Springs will be provided by local professionals, with project management from our Orlando, Florida office located at 200 South Orange Avenue, Suite 1550, Orlando, FL 32801. Corporate Mission and Philosophy Willdan maintains a business strategy focused on providing services to public agencies. Today, 98% of our business is with public agencies. This strategy prevents potential conflicts of interest with private enterprises conducting business with our public agency clients or within their jurisdiction. Willdan infuses our corporate culture of Customer-First throughout our entire team and in all services provided. With our depth of experience, expertise, knowledge, and resources, Willdan offers practical solutions that are timely, cost effective, and that meet the needs of individual communities. Throughout our history, Willdan has maintained a strong balance sheet with the financial and staffing resources to perform and complete all contractual obligations. We continue to grow to better serve our clients by offering an expanding range of municipal services. Financial information including revenue, earnings, and cash flow is issued quarterly, and can be found at www.willdan.com. WILLDAN ENGINEERING SERVICES Building and Safety Code Enforcement City Engineering Capital Program Management Construction Management/Inspection Development Services/Plan Review Environmental/Planning Fire Plan Review/Inspection Flood Control Design Landscape Architecture Pavement Management Structural Engineering Survey/Mapping Traffic Engineering Transportation Engineering Water/Wastewater 473 Proposal for Building Code and Plan Review Services 2 City of Winter Springs, FL 2. Proposer Experience Provided are recent Florida projects; additional client references are available upon request. We are proud of our reputation for customer service and encourage you to contact these clients regarding our commitment to excellence. Willdan’s reference letters from our satisfied customers that have attested to the quality of performance on highly similar contracts have been included in the Appendix following the Resumes. Town of Oakland, FL Building Official/Inspection, Plan Review and Permitting Services Contact: Elise Hui Assistant Town Manager P: (407) 656-1117 Ext. 2103 E: ehui@oaklandfl.gov Willdan provides full building department services including building official, administrative staff, inspection, and plan review. All plan checks and permit technician functions are performed remotely while inspection services are conducted on-site. Contract: 2022 – Ongoing $1.2 Million Marion County, FL Plan Review Services Contact: Michael Savage Building & Safety Director P: (352) 438-2459 E: Michael.savage@marionfl.org Willdan’s Florida Plan check team performs residential, commercial, and solar plan check services for Marion County. All plan checks performed are via Willdan’s electronic plan review system which is accessible to all applicants. Customers can access plan check comments in real time and can track the review through approval on our electronic portal. Contract: 2022 – Ongoing $500,000 Alachua County, FL Plan Review Services Contact: Dan Gargas Building Official P: (352) 672-3877 E: dgargas@alachuacounty.us Willdan provides plan review services for Alachua County to assist in meeting accelerated growth demand due to significant residential, retail, and commercial development planned in the County. Contract: 2023 – Ongoing $50,000 Winter Garden, FL Building Inspection and Plan Review Services Contact: Jimmy Appoloney Deputy Building Official/ Code Enforcement Manager P: (407) 656-4111 Ext. 2253 E: jappoloney@cwgdn.com Willdan provides commercial and residential building inspection and plan review services on an as-needed basis. Willdan has two full-time building inspectors assisting the City with commercial and residential inspection and performs commercial electrical plan review on an on-call basis. Contract: 2023 – Ongoing $360,000 Maitland, FL Building Official and Plan Review Services Contact: Dan Matthys Community Development Director P: (407) 539-6211 E: dmatthys@istsmymaitland.com Willdan provides a full-time on-site building official and plan review for the City. Our Building Official is responsible for overseeing the day -to-day operations of the City’s building division by managing all aspects of the building entitlement process. Contract: 2024 – Ongoing $350,000 474 Proposal for Building Code and Plan Review Services 3 City of Winter Springs, FL 3. Team Experience Willdan has successfully provided professional and technical municipal consulting and staffing support services for 60 years. We will provide all staff in-house for the proposed work, and therefore do not intend to subcontract any of the proposed work. Principal-in-Charge Mr. Patrick Johnson, PE, CBO, Director of Building and Safety, will serve as Principal-in- Charge and is authorized to contractually bind Willdan. Professional Certifications 2. Civil Engineer, California #67960 3. Civil Engineer, Arizona #50435 4. Civil Engineer, Colorado #43704 5. Civil Engineer, Nevada #20699 6. Certified Disaster Response Team Member, California Building Officials 7. International Code Certification No. 5280450 8. ICC Plans Examiner 9. ICC Building Inspector 10. ICC Building Official 11. ICC Certified Building Code Official and Code Specialist Project Manager Mr. Albert Brady, CBO, will serve as the Project Manager and will oversee all day-to-day services provided to the City of Winter Springs. Mr. Brady’s approach to client satisfaction includes hiring quality staff, providing continuous training and educational opportunities, clearly defining job-specific procedures, and providing project oversight and management. Willdan operates under a company-wide Quality Assurance/Control Program, which includes several components that serve as a basis for our services – ensuring completion of quality projects within agreed-upon established schedules and budgets. Professional Certifications 12. PC 832 Certificate, Orange County Sheriff's Academy, Orange, CA 13. Basic Certification, SCACEO - Southern California Association of Code Officials 14. Intermediate Certification, SCACEO - Southern California Association of Code Officials 15. Advanced Certification, SCACEO - Southern California Association of Code Officials 16. Supervisory Certification, SCACEO - Southern California Association of Code Officials 17. Watershed Management Certificate, EPA - Environmental Protection Agency, Sacramento, CA 475 Proposal for Building Code and Plan Review Services 4 City of Winter Springs, FL Key Technical Personnel Name and Experience Role Education, Professional Certifications, and Registrations John Abner, CBO, MCP, CFM 20 Years of Experience 18. Building Plans Examiner 19. Master Code Professional 20. Certified Fire Marshal 21. Certified Floodplain Manager 22. Building Code Administrator 23. Commercial Plans Examiner 24. Mechanical Plans Examiner 25. Electric Plans Examiner 26. Plumbing Plans Examiner 27. Residential Plans Examiner 28. Commercial Building Inspector 29. Commercial Mechanical Inspector 30. Commercial Electric Inspector 31. Commercial Plumbing Inspector 32. Residential Inspector 33. Coastal Inspector 34. Fire Inspector I 35. Fire Inspector 2 36. ICC Fire Plans Examiner Jordan Wynn, CBO 26 Years of Experience 37. Building Official 38. Building Code Administrator 39. Commercial Building Inspector 40. Residential Building Inspector 41. Mechanical Inspector 42. Commercial Plans Examiner 43. Residential Plans Examiner 44. Mechanical Plans Examiner Robert Harper, MCP, CFM, CBO 17 Years of Experience 45. Building Plans Examiner 46. Master Code Professional 47. Certified Fire Marshal 48. Certified Floodplain Manager 49. Building Code Administrator 50. Commercial Plans Examiner 51. Mechanical Plans Examiner 52. Electric Plans Examiner 53. Plumbing Plans Examiner 54. Residential Plans Examiner 55. Commercial Building Inspector 56. Commercial Mechanical Inspector 57. Commercial Electric Inspector 58. Commercial Plumbing Inspector 59. Residential Inspector 60. Coastal Inspector 61. Fire Inspector I 62. Fire Inspector 2 63. ICC Fire Plans Examiner 476 Proposal for Building Code and Plan Review Services 5 City of Winter Springs, FL Name and Experience Role Education, Professional Certifications, and Registrations Stephen Wright 32 Years of Experience 64. Building Inspector 65. Standard Building Inspector 66. Residential Inspector 67. Commercial Mechanical Inspector 68. Commercial Plumbing Inspector 69. Coastal Construction Inspector 70. Standard Plans Examiner Edgar Reinaldo Nazario 35 Years of Experience 71. Building Inspector 72. University of South Carolina, Management Courses Beaufort County 73. Associate of Construction Management, El Paso Community College 74. General Studies, University of Puerto Rico, Puerto Rico 75. Continuing Education Program US-07- 028285 76. FEMA Flood Plan Manager 77. ICC Costal Construction Inspector, Zoning and Housing Amber Brady 11 Years of Experience 78. Permit Technician 79. SCACEO Basic, Intermediate, & Advanced Certification 80. PC 832 Certificate Tanya Gray 11 Years of Experience 81. Permit Technician 82. ICC Certified Building Permit Technician As requested by the City, Willdan has included brief resumes for our Key Personnel in the attached Appendix. Organizational Chart 477 Proposal for Building Code and Plan Review Services 6 City of Winter Springs, FL 4. References Willdan has provided references on the mandatory References form (attached on next page). 5. Conclusion Hiring Willdan can bring numerous advantages to your organization. Here are some of the compelling reasons to consider our team for your building and safety needs: • Expertise and Experience: Willdan has decades of experience in all aspects of building and safety service. Our team is comprised of experts in the building profession ensuring that we can tackle diverse projects effectively. • Comprehensive services: We offer a wide range of services including building plan check, fire plan review, building inspection, fire inspection, permit technician, building official and code enforcement services. This allows the clients we service to find tailored solutions that cover all aspects of their needs. • Innovative solutions: Willdan is known for leveraging cutting edge technologies and innovative methodologies. Our commitment to staying at the forefront of industry trends ensures clients receive effective strategies. • Proven track record: With a portfolio of successful projects and satisfied clients, Willdan has demonstrated its ability to deliver results. We have successfully assisted hundreds of clients to improve efficiency, reduce cost and reach their desired outcome. • Client-centric approach: Willdan prioritizes collaboration and open communication with our clients and their customers. We work closely with our clientele to understand their specific needs and their project goals. • Regulatory knowledge: Willdan is well-versed in the Florida Building Code and local regulations which helps our clients navigate complex compliance issues efficiently and to stay ahead of any regulatory changes. • Training and support: Willdan provides ongoing training to all our building professionals to keep them well versed on all building requirements which leads to improved service delivery. • Strategic partnerships: Willdan personnel often collaborate with developers, contractors and applicants in the development process allowing for a more comprehensive approach to problem solving and project completion. Choosing Willdan means partnering with a firm that brings expertise and a commitment to enhancing operational efficiency and overall project success. 478 Proposal for Building Code and Plan Review Services 7 City of Winter Springs, FL 479 Proposal for Building Code and Plan Review Services 8 City of Winter Springs, FL Section E – Other Information Understanding the City’s Objectives & Work Requirements Willdan understands the City of Winter Springs is seeking proposals from qualified and experienced firms to provide Building Code and Plan Review Services. As stated in the RFP document, the desired services include but are not limited to: Building Inspections Building and Plan Review Providing a State of Florida licensed Building Official Other related assignments and services may be performed as directed by the City, i.e., post disaster service, staffing for emergency operations center (EOC), support the Unsafe Structure Board, Building Official services, City building assessments, governmental coordination, American Disabilities Act (ADA) coordinator. Approach for Addressing the Required Services Our approach is based on years of experience and incorporates features enhancing the efficiency and quality of the plan review and inspection processes. Below is our general approach to ensuring quality services are consistently provided to the City. Staff/Client Relationships Willdan recognizes that customer service is paramount to any organization. Willdan’s commitment to customer service is why we can respond promptly to our clients’ requests, and frequent communication is a key element. We are municipal support experts, and we strive to build genuine, productive relationships between our staff and our client teams. Since many of our management staff are former public employees, they understand the needs of the City and can bring the resources required to successfully deliver projects on time and within budget. Al Brady will be the primary point of contact. As such he will be available to handle any customer service issue immediately on behalf of Willdan. Willdan will engage the City’s supervisory staff if a situation warrants. Al Brady has years of experience in handling customer concerns and is skilled at working collaboratively with the applicant and resolving entitlement and/or code issues. Ability to Meet Deadlines Willdan utilizes a unified management approach whereby each project is undertaken by a project team. Each project is assigned to a senior member of our staff and supported by a team of individuals with the background, experience, and availability best suited for each assignment. If needed, Willdan can add additional support staff to the identified team to ensure completion of this assignment by the requested dates. Willdan maintains a strict quality control program that includes peer review of all projects. This process has served us well and is demonstrated by the number of successfully completed projects over the many years Willdan has been in business. Willdan’s team management approach has been proven to be effective in delivering services on time, within budget, and to the client’s satisfaction. Scheduling A critical path method master schedule will be prepared following the notice to proceed. The schedule will identify major items of work and will be the vehicle for monitoring, controlling, and tracking progress of both plan check and inspection activities. The schedule will be updated monthly to reflect actual and forecasted completions. This allows our project managers to anticipate and forecast potential issues and develop an advanced strategy to proactively mitigate problems before they impact the project schedule. If it is determined that a project is falling behind schedule, project managers meet with the respective team members, identify the problem, and ensure that extra support and effort are expended to bring the project back on schedule. Willdan will keep City staff informed of the overall schedule, including advance notification of 480 Proposal for Building Code and Plan Review Services 9 City of Winter Springs, FL any necessary adjustments or actions to remain on track. Project managers monitor all progress on a weekly basis for plan check and inspection. Time Management Willdan has a reputation for providing quality and accurate plan review and inspection in a timely manner. We understand that time is of critical importance to the City and to the development community. We are dedicated to meeting standard and “expedited” turnaround deadlines and inspection scheduling. Willdan is completely committed to providing the staffing and resources required to complete projects under this contract on schedule and with the highest quality. To ensure we meet this commitment, we prepare labor projections for all projects. Projections are made for each project and then aggregated by the project manager to produce division/office-wide labor needs and to identify shortages or surplus. Willdan plan review project completion times are often the quickest in the industry. We are able to achieve this through retaining one of the largest teams in the region and by employing a team of part-time personnel in the event of increased plan review activity. Willdan hires competent staff, provides them with the necessary tools for success and regular training in industry requirements/standards. Plan reviews are always handled by licensed architects, plan examiners and engineers or under the supervision of licensed design professionals. It is these policies and procedures regarding plan check that provide Willdan with an advantage over our competition. Technology Willdan stays abreast of the latest technologies. From using our internal system GeoCivix, which allows our clients instant access to correction letters and/or correspondence, to having electronic plan review capability through the use of Bluebeam Software. Willdan has experience in using a variety of Community Development Software, including but not limited to, ACCELA, EnerGov, Iworq, OPENGOV, and TESSA. Building and Safety Extension of Staff Willdan has provided building and safety, permanent and interim, staffing to over 400 agencies, including jurisdictions, tribal communities, towns, cities, and counties. We have highly trained, experienced staff to complete or enhance local agency staffing and meet their staffing requirements for permanent and/or interim staff on a full- or part-time basis. With over 400 licensed professional and technical personnel, Willdan offers dedicated, qualified staff, with many of our skilled staff holding municipal positions prior to joining Willdan. Their specialized experience provides jurisdictions with efficient, cost-effective staffing assistance to maintain or expand departmental services and capabilities. Staff availability is a key component for any on-call staffing project assignment. It enables the team to effectively deliver an on-time, within-budget project. It provides City staff with the flexibility they need to mobilize resources for timely reviews and inspections. After task requirements are identified, the project manager will work closely with the principal-in-charge to determine staff availability. Tasks will then be allocated to appropriate team members. The staff members identified in this proposal are currently available team members to serve the City. If an unforeseen event occurs that limits staff availability, Willdan would assign another Florida licensed professional from our building team of licensed professionals to address the needs of the City. Willdan team members will be available during normal business hours Monday through Friday, except for holidays, from 8:00 AM until 5:00 PM (or different hours if desired by the City) and will be available other hours for emergency issues as needed by the City. In addition, Willdan will provide any necessary equipment such as computers, laptops, mi-fi, ladders, tape measures or other measuring devices, vehicles, uniforms, boots, safety equipment, and any other equipment deemed necessary by the City. 481 Proposal for Building Code and Plan Review Services 10 City of Winter Springs, FL Willdan’s 60 years of experience providing staff augmentation services enables us to deliver qualified staff providing the best service. Our staff will be available to meet with the City staff, builders, developers, and citizens to resolve any issues that may arise. Our team will attend and participate in required meetings with other City inspection and plan review staff, property owners, contractors, and/or design professionals. Staffing Flexibility We recognize City department workloads fluctuate. Willdan hires professionals in three categories – full-time, modified full-time, and part-time. Part-time staff may work up to 40 hours per week. This staffing model provides our clients flexibility in obtaining services for a single project or a defined timeframe, along with providing our employees flexibility in managing their work schedules and workloads. Most significantly, it allows our clients to select a staffing plan to fit their specific needs and budget guidelines. 482 Proposal for Building Code and Plan Review Services 11 City of Winter Springs, FL Project Management and Quality Assurance/Control Approach Project Management At Willdan, we utilize a Project Management Process/Approach that ensures projects are completed on time, within budget and most importantly yield results that match our clients’ expectations. We will document discussions leading to important policy decisions and/or the choice of critical assumptions used in constructing the analysis and model. Following key stakeholder discussions, we will schedule a call to summarize findings and direction with City staff, to make certain that we are in agreement with stated objectives, and that feedback is incorporated as appropriate. Through the process of providing regular updates and conducting status conference calls, potential issues will be highlighted, discussed, and resolved. Any deviances from the project timeline will be identified and plans will be developed for course corrections. If necessary, changes in approach or strategy will be discussed with City staff, to meet the needs of the City of Winter Springs. In doing this, we will ensure the project stays on track and evolves, based upon current thinking and outside dynamics. Project Management Define the Project Plan the Project Manage the Project Review the Project Communicate the Project Identify the project scope, set objectives, list potential constraints, document assumptions. Define a course of action and develop an effective communication plan. Provide a forum for applying the team’s collective expertise to solving difficult analytical issues that arise in complex projects. Collaborate with the project team and client staff and agree upon timeline to meet the estimated project timeline. Assign workload functions to appropriately qualified staff to ensure milestones are met, on time. Pre-schedule quality control meetings with project team to maintain the progressive motion of the project. Manage the execution of the project. Direct existing and upcoming project tasks. Control and monitor work in progress. Provide feedback to client and project team. Identify and resolve deviances from project timeline. Review all work product and deliverables. Utilize structured quality assurance process involving up to three levels of review at the peer level, project manager level. Procure executive officer level review. Communicate with the client regarding work status and progress. Ensure client is in receipt of regular status updates. Schedule regular conference calls to touch base. Inform client of roadblocks, work outside of projected scope. 483 Proposal for Building Code and Plan Review Services 12 City of Winter Springs, FL Quality Assurance / Quality Control Process Our quality control program is incorporated as a required element of Willdan’s day-to-day activities. There are three levels of reviews incorporated for our deliverables: 1. Peer review 2. Project Manager review 3. Final quality assurance manager review Peer reviews involve one analyst reviewing the work of another, while project manager reviews are conducted prior to delivery to the quality assurance manager. The quality assurance manager then performs a final review. This ensures that our final product has been thoroughly evaluated for potential errors; thus, providing quality client deliverables, and high levels of integrity and outcomes. The primary mission of our quality control plan is to provide staff with technical and managerial expertise to plan, organize, implement, and control the overall quality effort, thereby ensuring the completion of a quality project within the time and budget established. Quality Assurance Goals Goal Lead Task Quality Assurance / Control Process Al Brady Establish a set of planned and systematic actions for maintaining a high level of quality in the professional services performed. Emphasize quality in every phase of work. Ensure efficient use of resources. Establish a consistent and uniform approach to the services performed. Implement appropriate quality control measures for each work task of the project. Quality Control Plan Al Brady & Patrick Johnson Contract deliverables. Specific quality control procedures. Special quality control emphasis. Budget and manpower requirements. Overall project schedule and budget. Project documentation requirements. 484 Proposal for Building Code and Plan Review Services 13 City of Winter Springs, FL Approach to the Scope of Services When it comes to serving the citizens of the Winter Springs community, Willdan sees our role as that of facilitator and guide. We help the City’s customers with the review, permitting, and inspection process while ensuring development complies with building codes and City standards. We understand that the process of complying with the various codes, standards, regulations, and laws can be a formidable and daunting undertaking for even the most seasoned design or construction professional. Furthermore, an understanding of the complexity associated with processing private development applications and the sometimes- competing interests is essential to exceptional customer service. Competing interests include, but are not limited to, creating a sense of place, achieving economic development objectives, ease of maintenance, and ensuring the City will be as satisfied with the infrastructure on “day one” as 20 years from “day one.” Common sense decision making and technical analysis in interpreting the intent of regulatory guidelines are significant strengths Willdan staff bring to each assignment. Building Official Services Willdan can provide Building Official services, whether the City needs a building official full-time or for on-call services on an as-needed basis. Responsibilities include, but are not limited to: Function as the Building Official as set forth in the Florida Building Code. Issue Certificates of Occupancy. Assist in the coordination and oversight of the building permit, building inspection, building counter, and building code enforcement services so that they function as one building and safety organization. Prepare building and safety code violation cases for submittal to the City Attorney’s office when prosecution action is necessary to obtain compliance with existing codes and regulations. Quality control review of building inspections. Resolution of resident inquiries and complaints. Make determination on the approval and use of alternative materials and methods of construction. Assist in the administration and processing of complex Building Code issues and dispute resolution, including making final interpretations concerning the application of building and safety codes. Contribute the necessary resources to the configuration, implementation, and on-going support of an automated permitting system. Review discretionary applications for preliminary compliance with construction codes. Provide emergency and after-hours inspection and reports of damaged properties or structures (as needed). 485 Proposal for Building Code and Plan Review Services 14 City of Winter Springs, FL Building Plan Review Willdan offers a full range of services to our clients, and we recognize there is nothing more important than retaining qualified building safety personnel. Of all the things that can go wrong within a community, very few have the likelihood of affecting as many within that community as a building disaster. Most of us spend much of our time living, working, sleeping, and playing within the confines of a structure. It is imperative that a governing body find a cost-effective way to provide these services to the community they serve. Willdan recognizes this need. Project plan review goes hand-in-hand with the inspection element and is equally critical to the development process. Plan review services bring the intent of the design team and the adopted codes of the community together. It is the plans examiner's responsibility to ensure the project is designed in accordance with codes and standards adopted by the municipal agency. Working together as a team, the plans examiner, the designer, and the inspector all contribute greatly to the health, safety, and welfare of the community. Willdan's plans examiners are Florida certified plans examiners, licensed architects, and/or registered engineers. Our experience and strength in building and safety encompasses the complete range of technical disciplines, that is, structural engineering plan check, fire-life safety, electrical, plumbing, and mechanical codes, as well as other local amendments to the adopted codes. Willdan staff have extensive experience with the Florida Green Building Standards Code, including familiarity with LEED, RESnet, USGBC and NPDES supported concepts. Willdan staff attend classes and seminars on a regular basis to maintain an up-to-date comprehension of all code requirements and to maintain current certifications at no expense to our clients. All building plans will be examined for compliance with the City’s adopted version of the Florida Building Code, Green Building Standards Code, and the Accessibility, Noise and Energy Conservation requirements as mandated, and all additional applicable City Ordinances. Plan review for Disabled Access Compliance include a review of precise grading plans. All plan check services will include compliance with code requirements as well as an overview of the application package for other applicable requirements such as approvals from other local agencies and districts and coordination with other City departments. All plan review will comply with the City’s directives, codes, and policies. Plan check will include a review of any or all of the following design elements as determined by the City: Architectural Fire/Life-Safety Plumbing Mechanical Structural Soils/Grading Electrical Disabled Access Regulation Energy Conservation Regulations Green Building Standards Willdan will provide two (2) complete typewritten plan check letters which outline the documents reviewed, instructions to the applicant regarding the processing of documents, and a listing of plan check comments. The plan check comments will refer to appropriate sheets, details or calculation pages and the code section of concern. Comments shall specify the apparent code violation. At the City’s discretion, plan check comments, plans and documents will be returned directly to the designers until such time as plans are approved. If applicable, Willdan staff will pick up plans from City Hall and/or provide delivery service at no additional cost. We will supply the City with plan bags and shipping labels as well as Willdan’s FedEx and GSO account numbers. Our plan checkers will schedule meetings during work hours to discuss and clarify plan check issues with designers, owners, and contractors. Resolutions of code issues may also be accomplished by telephone and/or email as well as scheduled meetings prior to resubmitting corrected plans and documents. We will respond to inquiries from applicants within one day. “We really appreciate Willdan’s timely responses and professional advice to our questions and concerns related to plan check comments and general code issues. Willdan’s professionalism and knowledge of the plan check process was immensely helpful in cutting cost and schedule. It has been really great to work with Willdan and we hope we will keep working with them for future work.” - Inkon Kim, PhD, LEED AP HPA, Inc. 486 Proposal for Building Code and Plan Review Services 15 City of Winter Springs, FL Fire Plan Review Services Willdan Engineering presently provides fire plan review to a number of municipalities and jurisdictions throughout the United States. Willdan has gained a great deal of municipal insight and expertise in serving our extensive clientele over the years. We have performed fire plan review and inspection on projects ranging from single family residential additions to complex high rise towers (including hotels, casinos, arenas/stadiums, parking structures, medical facilities, and industrial centers). Willdan's plans examiners are NFPA certified fire plans examiners and/or certified fire marshals. In addition, our fire inspectors are all NFPA certified. Fire plans including suppression systems, alarm systems, sprinkler systems and fire-life safety, will be reviewed in accordance with: Current adopted Florida Building Code City code and standards National Fire Protection Association Standards Willdan specializes in fire life safety. Our highly experienced associates will provide fire plan review and inspection services in the following areas: Above and Below Ground Storage Tanks Alternate Means & Methods Architectural (all occupancies including High Rise) Chemical Classification Combustible Dust Commercial Cooking Fire Protection Compressed Gas Systems (Medical, Industrial) Development Review Engineered Suppression Systems Enhanced Radio Communication Systems Entitlement FD Access Fire Alarm and Monitoring Systems Fire Protection Plans Fire Pump Fire Sprinkler Fuel Modification Hazardous Material High Piled Storage Leak Detection Systems Refueling Station Secondary Power Supply systems Smoke Control Solar Systems Special Events Special Hazards Special Processes & Equipment Special Structures Spray Booths Standpipe Systems Underground Water Supply Electronic Plan Review For over 20 years, Willdan has provided plan review services electronically, at no additional cost to the client or applicants. The many advantages of our “tree-saving” electronic plan review process includes the elimination of the need for additional computer software or hardware–only an Internet connection is necessary. Electronic Plan Review (EPR) services are provided at the request of the applicant or the agency we serve. Submittals are accepted in PDF format and reviewed in Bluebeam. Willdan will review plans and can transmit the redlined plans back to the applicant or designer via the website, along with the plan review comment sheet. 487 Proposal for Building Code and Plan Review Services 16 City of Winter Springs, FL This service allows on-line collaboration between the City, designer, and plans examiner to facilitate a complete understanding of plan review comments and can reduce shipping, printing, and timelines for plan review processing for the applicant. Expedited review beyond the schedule shown will be provided at the request of City staff. Our EPR portal also serves as an accurate log of all plans coming in and going out. City staff will have full access to the site and will have the ability to check status, review redlines, comments, etc. Electronic Plan Review is an excellent solution to ensure plan review services can still be offered/performed during periods of disruption such as the COVID-19 pandemic or other disasters. Willdan plan checkers are available to work in the office and conduct plan reviews on-site as requested by the City. We are also available to meet during work hours to discuss and clarify plan check issues with designers, owners, and contractors. Resolution of code issues may also be accomplished by telephone and/or email as well as scheduled meetings prior to resubmitting corrected plans and documents. We will respond to inquiries from applicants within one day. Solar Plan Review The turnaround schedule for solar plans, average one to two business days. We are able to electronically stamp the plans "approved" as well - allowing the applicant to print the approved plans directly from our electronic plan review site and return the plans to the City. Plan Review Turnaround Willdan’s schedule is applicable for all types of construction and can be adjusted to satisfy the City’s plan review requirements. The review times stated represent the maximum turnaround times. Type of Project Turnaround (from receipt of plans) Initial Check (working days) Subsequent Check (working days) Residential, including additions and/or accessory buildings 10 5 Single-Family Dwelling 10 5 Duplex Dwelling 10 5 Multi-Family (three units or more) 10-12 5-8 Commercial/Industrial Buildings 10-12 5-8 Building Inspection Willdan inspectors are Florida certified and fully experienced performing residential, commercial, and industrial inspections for compliance with the approved plans and related documents. The inspections will be performed in accordance with the City’s adopted version of the Building Code, Residential Code, Green Building Standards Code, Mechanical Code, Plumbing Code, Electrical Code, and the State and Federal regulations for Accessibility, Noise and Energy Conservation, and NFPA. Our inspectors will review the permit package to verify that the on-site condition is consistent with the appropriate records for square footage, setbacks, heights, and other applicable requirements. Inspectors will comply with the City’s procedures for reporting inspection results, use City inspection correction forms, make appropriate entries onto the permit documents, and follow City procedures prior to finalizing a building permit. Willdan will verify that all inspection records, including the daily inspection records on the job card and the permit copy, will be entered into the City’s Building and Safety computer system. We will collaborate with builders, owners, engineers, and "Working with Willdan speeds up the installation of solar. They have quick and efficient plan reviews through an electronic review process. Complete Solar is happy to continue to work with Willdan on a regular basis.” -Sarah Prado, Agent, Complete Solar 488 Proposal for Building Code and Plan Review Services 17 City of Winter Springs, FL architects to enhance the orderly flow of the construction process while maintaining an effective enforcement level. Our Inspectors will document construction changes (if any) and ensure approval by appropriate City staff. Inspection staff will be available to meet with City staff, builders, developers, and citizens to provide assistance and resolve any inspection issues that may arise. Inspectors shall attend and participate in required meetings with other City inspection and plan review staff, property owners, contractors, and/or design professionals. Our inspection staff are supplied with vehicles, tools, ladders, cell phones and laptops and/or iPads for email communication and document creation and record keeping. Inspections will be provided within 24 hours of notification. Virtual Inspections If desired, Willdan has the capability of providing virtual building inspections in real time by means of video imaging and chatting through smart phones or tablets. Our inspectors can perform a comprehensive inspection from any location, saving jurisdictions, applicants, and contractors money and time. GPS navigation can verify the site address matches the permit address. Photos and correction notices are recorded, and the inspector will tell the contractor and/or applicant in the video call if the inspection has passed or failed. Correction notices are given to the applicant and contractor in real time. Results will be processed in the jurisdiction’s permitting system by the end of the day on which the inspection occurred. Permit Technician Services Under the supervision of the building official, our permit technician(s) provide customer-friendly in-person public counter service or remotely via electronic submittal. Using the City’s permitting software system for plan check tracking, permit issuance and report generation, Willdan provides quick, efficient service. Our knowledgeable staff, who understand that this may be the first time that a citizen is applying for a permit, have the ability to help all applicants, from the least knowledgeable applicant for a simple home remodel to experienced owners who have many years of development experience. Our goal is to make sure that every applicant feels that we have answered their questions and met their needs. The designated permit technician(s) will provide in-person or remote counter services during regular business hours. Our permit technician services include but are not limited to: Customer support at the counter, remotely and/or over the phone Permit application review to ensure completeness and accuracy Fee calculation Building permit processing and issuance Public assistance in completing permit applications Verification that projects have obtained all necessary approvals prior to permit issuance Applicant notification when construction documents and/or permits are ready for pick-up or issuance Coordination and routing of construction documents to the appropriate City staff for plan review and approval 489 Proposal for Building Code and Plan Review Services 18 City of Winter Springs, FL Section F – Cost and Time Willdan has provided a Cost and Time breakdown on the mandatory Cost form (attached on next page). 490 Proposal for Building Code and Plan Review Services 19 City of Winter Springs, FL 491 Proposal for Building Code and Plan Review Services 20 City of Winter Springs, FL Section G – Mandatory Proposal Forms Willdan has provided all Mandatory forms on the following pages. 492 Proposal for Building Code and Plan Review Services 21 City of Winter Springs, FL 493 Proposal for Building Code and Plan Review Services 22 City of Winter Springs, FL 494 Proposal for Building Code and Plan Review Services 23 City of Winter Springs, FL 495 Proposal for Building Code and Plan Review Services 24 City of Winter Springs, FL 496 Proposal for Building Code and Plan Review Services 25 City of Winter Springs, FL 497 Proposal for Building Code and Plan Review Services 26 City of Winter Springs, FL 498 Proposal for Building Code and Plan Review Services 27 City of Winter Springs, FL 499 Proposal for Building Code and Plan Review Services 28 City of Winter Springs, FL 500 Proposal for Building Code and Plan Review Services 29 City of Winter Springs, FL 501 Proposal for Building Code and Plan Review Services 30 City of Winter Springs, FL 502 Proposal for Building Code and Plan Review Services 31 City of Winter Springs, FL 503 Proposal for Building Code and Plan Review Services 32 City of Winter Springs, FL 504 Proposal for Building Code and Plan Review Services 33 City of Winter Springs, FL 505 Proposal for Building Code and Plan Review Services 34 City of Winter Springs, FL 506 Proposal for Building Code and Plan Review Services 35 City of Winter Springs, FL 507 Proposal for Building Code and Plan Review Services 36 City of Winter Springs, FL 508 Proposal for Building Code and Plan Review Services 37 City of Winter Springs, FL 509 Proposal for Building Code and Plan Review Services 38 City of Winter Springs, FL 510 Proposal for Building Code and Plan Review Services 39 City of Winter Springs, FL 511 Proposal for Building Code and Plan Review Services 40 City of Winter Springs, FL 512 Proposal for Building Code and Plan Review Services 41 City of Winter Springs, FL 513 Proposal for Building Code and Plan Review Services 42 City of Winter Springs, FL 514 Proposal for Building Code and Plan Review Services 43 City of Winter Springs, FL Section H – Florida State Corporate Filing 515 Proposal for Building Code and Plan Review Services 44 City of Winter Springs, FL 516 45 Patrick Johnson, PE, CBO Director of Building and Safety Roles: Principal-in-Charge and Quality Assurance/Quality Control Patrick Johnson has 20 years of construction and engineering experience and is a registered engineer specializing in lightweight commercial, industrial, and residential structures. He has plan checked several tilt-up warehouse buildings up to 2.3 million square feet and numerous structures consisting of braced and moment frames for lateral resistance, prestressed concrete structures, and multi-story buildings up to six stories in height. As Director of Willdan’s Building and Safety Division, Mr. Johnson is responsible for overseeing all Building and Safety services company-wide as well as providing structural plan review. He has attended code enforcement and seismic application seminars and has received his Master of Engineering degree, specializing in structures, from California State Polytechnic University. Patrick has served as acting building official for the cities of Big Bear Lake, Loma Linda, and Rancho Mirage. He has served as a forensic engineer responsible for justifying probable causes of structural damage caused by expansive soils. As a project manager for Willdan’s On-call Building Official and Building and Safety Services contracts, Mr. Johnson works with town/city managers to plan, organize, direct, and administer the activities of their Building and Safety Departments, including building inspections; inspection of construction; and general rehabilitation or repair of commercial, residential, and industrial properties. He has overseen reviews of building plans, calculations, and specifications for proposed structures; administered building and safety code enforcement; and reviewed construction plans to ensure they meet building codes and zoning regulations. Mr. Johnson also oversees inspectors monitoring construction sites to determine whether structures and systems have been installed to meet all construction codes and ordinances for public safety. Relevant Work Experience Building Official, Building Inspection, Plan Review, Permitting Services, Town of Oakland, FL. Principal-in- Charge. Building Inspection and Plan Review Services, City of Clermont, FL. Principal-in-Charge. Building Inspection and Plan Review Services, City of Winter Garden, FL. Principal-in- Charge. Building and Development Review Services, Pinellas County, FL. Principal-in-Charge. Building Inspection and Plan Review Services, Marion County, FL. Principal-in-Charge. Building Inspection and Plan Review Services, Alachua County, FL. Principal-in-Charge. Building Inspection and Plan Review Services, Sarasota County, FL. Principal-in-Charge. Building Official, Building Inspection, Plan Review, Permitting Services, Osceola County, FL. Principal-in-Charge. Building Official Services, Cities of Banning, Big Bear Lake, Highland, Loma Linda, March JPA, and Rancho Mirage, CA. Building Official. EDUCATION BS, Structural Engineering, University of Iowa, Iowa City, IA MEng, California State Polytechnic University Pomona, CA PROFESSIONAL CERTIFICATIONS California Professional Engineer (CE#67960) Arizona Professional Engineer (CE#50435) Colorado Professional Engineer (CE#43704) Nevada Professional Engineer (CE#20699) ICC Building Official ICC Plans Examiner ICC Building Inspector 20 YEARS OF EXPERIENCE 517 46 Albert Brady, CBO Deputy Director of Building and Safety Role: Project Manager Al Brady is the Deputy Director of Building and Safety and the proposed Project Manager for this contract. He has over 31 years of experience in the code profession working directly for municipalities and in the private sector. Mr. Brady leads a team of building professionals who can provide both short and long-term services. During his career, he has developed and managed numerous code programs nationwide and specializes in performing program analysis and establishing successful policies and procedures. Previous Work Experience Building and Development Review (BDRS) On-Call Services, Pinellas County, FL. Project Manager. Building Inspection and Plan Review Services, City of Clermont, FL. Project Manager. Building Official, Building Inspection, Plan Review, Permitting Services, Town of Oakland, FL. Project Manager. Building Inspection and Plan Review Services, Marion County, FL. Project Manager. Building Inspection and Plan Review Services, Sarasota County, FL. Project Manager. Building Official, Building Inspection, Plan Review, Permitting Services, Osceola County, FL. Project Manager. Building Official, Code Enforcement Official, Project Manager Services: Cities of Laguna Beach, Laguna Hills, Laguna Woods, La Puente, Manhattan Beach, Solvang, and Orange and San Diego Counties, CA. Relevant Project Experience Building and Safety Services, Cities of Cudahy, La Puente, and Rolling Hills Estates, California. Building Official. Organize, direct, and administer the activities and operation of the B&S department, including building inspections, the inspection of construction, and the general rehabilitation or repair of commercial, residential, and industrial properties. Oversee the review of building plans, calculations, and specifications for proposed structures. As B&S administrator, approve all construction plans to ensure they meet building codes and zoning regulations. Inspect and monitor construction sites to determine if structures and systems are installed to meet all construction requirements. Oversee staff engaged in the preparation/maintenance of records of plans, inspection processes, letters/reports prepared or used in connection with building inspections; respond to questions from property and building owners; and interpret codes. County of Riverside, California. Code Enforcement Director. Managed the Code Enforcement Department for the entire County of Riverside. Assigned to oversee all operations and respond to all citizen concerns, County CEO complaints and Board inquiries; Prepare and monitor the Department’s budget including all revenues and expenditures. Prepare regular staff reports for the Board of Supervisor’s regarding ordinance development and/or code revisions. City of Moreno Valley, California. Code & Neighborhood Services Official. Responsible for managing the Code and Neighborhood Services Division which is comprised of the Building Enforcement Team and the Code Compliance Division. Assigned to oversee all operations and respond to all citizen concerns. EDUCATION BA, Business Administration, University of Southern California, Los Angeles AA, Liberal Arts, California State University, Fullerton PROFESSIONAL CERTIFICATIONS ICC Certified Building Official, (CBO 8724410) PC 832 Certificate, Orange County Sheriff's Academy, Orange, CA Basic Certification, SCACEO - Southern California Association of Code Officials Intermediate Certification, SCACEO - Southern California Association of Code Officials Advanced Certification, SCACEO - Southern California Association of Code Officials Supervisory Certification, SCACEO - Southern California Association of Code Officials Watershed Management Certificate, EPA - Environmental Protection Agency, Sacramento, CA 33YEARS OF EXPERIENCE 518 47 John L. Abner, CBO, MCP, CFM Roles: Plumbing Plans Examiner, Mechanical Plans Examiner, Electrical Plans Examiner, Plans Examiner John Abner is a passionate Building & Safety leader, setting an example for building professionals to be productive and efficient. He has refined relationship-building skills and experience working collaboratively with coworkers, community partners, city officials, and contractors. His extensive knowledge of the training, application, and testing processes regarding licensing in the state of Florida fuels his desire to equip others to succeed. Work Experience City of Mount Dora, FL. Building Official. Work closely with Building Official, leading the team, creating process and policy, and continually improving service. Lowered BCEGS score to Commercial – 2 and Residential – 3 as we moved toward full accreditation. Victory Church, FL. Senior Pastor/Youth Pastor. Responsible for paid and volunteer staff, determining and managing budget, planning/conducting community events, and maintaining the building and grounds. Chaplain of THS and UHS football teams, Chaplain for Lake County Jail, Chaplain for Lake County Sheriff, Chaplain for Florida Hospital Waterman. Maintained organizational vision through yearly planning, meeting with other community leaders, and communicating with stakeholders. Lake County, FL. Building Inspector. Residential Inspector Commercial Electric Inspector John Abner Electric, FL. Electrical Contractor. As a partner in the company, was responsible for hiring, training, and scheduling all employees. Built relationships with builders, building departments, other contractors, and potential customers. Responsible for ensuring code compliance on all jobs. EDUCATION AS, Fire Science, Columbia Southern ASSOCIATIONS IAEI ICC FAPGMI FFMIA FFMA PROFESSIONAL CERTIFICATIONS Building Code Administrator Residential Inspector Residential Plans Examiner Commercial Building Inspector Commercial Mechanical Inspector Commercial Electric Inspector Commercial Plumbing Inspector Building Plans Examiner Mechanical Plans Examiner Electric Plans Examiner Plumbing Plans Examiner Fire Inspector I Fire Inspector 2 ICC Fire Plans Examiner Certified Floodplain Manager Coastal Inspector Add Photo 519 48 Jordan Wynn Role: Building Official and Plans Examiner Jordan Wynn has been in the HVAC, Construction Management, and Brand Development industries on many different levels. From starting out as an apprentice at Lockheed Martin; to Superintendent for one of the premier custom home builders in Central Florida; producing and managing musical acts heard around the world; to owning and operating my own HVAC contracting company – Jordan has acquired the skills necessary to build a team, deliver a quality product to customers, and maximize profits. Relevant Project & Previous Work Experience City of Maitland, Florida. Building Official. Receive applications, review construction documents and issue permits for the erection, and alteration, demolition, and moving of buildings and structures, inspect the premises for which such permits have been issued and enforce compliance with the provisions of this code. Lake County, Florida. Senior Building Inspector. Updated the County’s official position and implementation of the most recent code cycle for Mechanical new construction and retrofits. Field - inspecting installations of equipment and structures. Reviewed new building applications, building consensus among the staff of new codes interpretation and enforcement. Advised the Lake County School administration on recommended HVAC and IAQ upgrades. Fresh Air Mechanical, LLC. Founder & Co-Owner. Principal and Qualifying Contractor overseeing the day-to-day operations, budgeting, bidding, material and labor sourcing, and general management. Secured ongoing contracts with churches, local schools, city owned Affordable Housing Units, hundreds of thousands of square feet of commercial property management. Named as the exclusive HVAC Contractor for local Servpro franchises. Clientele ranged from budget minded changeouts and services to high-end custom home design and installs for some of the most exclusive neighborhoods in Central Florida. In 2022, Fresh Air Mechanical LLC was solicited to be acquired, at which time, I relinquished the bulk of the operational responsibilities. Professional Real Estate Company. Property Manager. As a licensed Real Estate Associate and state certified contractor, under the covering of a CCIM certified Commercial Broker, I perform tenant move out/move in inspections, buildouts, repairs, and contracts for a brokerage firm. Assess necessary repairs and replacements of lighting, HVAC, drywall, plumbing, framing, roofing and associated interior and exterior renovations to satisfy tenant requests, code compliance, and owner budgets. Extensive experience in handling subcontractors, timeframes, and local/municipal contracts to ensure tenant health and safety, while providing an acceptable ROI for investors and the management company. Waste Control. Operations Manager. Hired by a group of investors in the construction and real estate industry to oversee and build a small roll off dumpster company. At the time I was brought in it was a two-truck operation with less than 100 dumpsters. Through my direct sales strategies and management, it grew to a four-truck operation in less than a year – during the downturn in new home construction. Waste Control was then purchased by a local competitor (Waste Logix) who asked me to stay on for a year to continue sales and in-house management. During that year, I built the company up again to be purchased by a national competitor, who continues to run the operation to this day. PROFESSIONAL CERTIFICATIONS Building Code Administrator Commercial Building Inspector Residential Building Inspector Mechanical Inspector Commercial Plans Examiner Residential Plans Examiner Mechanical Plans Examiner DBPR - Building Official; Commercial, Mechanical + Residential Inspector; Commercial, Mechanical + Residential Plans Examiner ICC - Certified Building Official; Commercial, Mechanical + Residential Inspector; Commercial, Mechanical + Residential Plans Examiner FEMA - Incident Command IS-100.C ACCA - QA and Residential HVAC Design DBPR - Real Estate Sales Associate DBPR - Class A Air Conditioning Contractor EPA - Universal Refrigerant Certification Edgewater High School: Diploma Orlando Tech — HVAC: Certification 26 YEARS OF EXPERIENCE 520 49 Joseph R. Crum, CBO Role: Building Plans Examiner Joe Crum has over 42 years of experience working for Florida municipal agencies as a building official and plan reviewer. He has extensive experience working collaboratively with coworkers, community partners, city officials, and contractors. His achievements include: BOAF State Director for ICC Region IX, BOAF Code Development Committee, Florida Building Commission Mechanical Technical Advisory Committee, and International Code Council ICC Swimming Pool and Spa Code Development Committee. Mr. Crum is the recipient of the 2024 BOAF Robert K. Becker Lifetime Achievement Award. Relevant Project Experience City of Augusta, GA. Richmond County. Plans Examiner II conducting commercial plan reviews for building, mechanical, plumbing, and electrical. Unincorporated Orange County, FL. Plans Examiner II conducting building plan review for commercial and residential projects. Orange County, FL Building Safety Department. Commercial Building Plans Examiner. Complete building code review for commercial projects for Orange County, perform residential building reviews as needed. Universal Engineering Sciences. Building Official/Plans Examiner. Supervision of the City of Belle Isle and Town of Eatonville Building Departments including permitting, plans review, and inspections. City of Winter Springs, FL. Building Official. Supervision of the Building Division including permitting, plans review, inspections, and contractor licensing. NOVA Engineering & Environmental. Building Official, Plans Examiner & Inspector. Building official services for the Town of Lady Lake, FL. conduct other inspections and plan review. City of DeLand, FL. Deputy Building Official. Supervision of the inspection and plans review staff and assume the building official duties in BO absence including permitting, licensing, code enforcement. City of Port Orange, FL. Building Official (Retired). Responsible for administration, budget, training & supervision of office and field personnel for Building Department, Contractor & Occupational Licensing, Code Enforcement, Const. Inspections, Plans Review, compliance with all state, federal and local mandated laws & ordinances. City of Fort Meade, FL. Building Official & Development Director for Planning, Zoning and Code Enforcement Departments. Responsible for administration of the department construction and minimum housing inspections & plans review, budget, grant application, planning and zoning. Okeechobee County, FL. Code Compliance Director. Responsible for department budget, training and supervision of office and field staff, contractor licensing, construction inspections, plans review, enforcement of all state, federal and local laws and ordinances relating to building construction, code enforcement and minimum housing. Orange County, FL. Deputy Building Official. Assist. Building Official with all code compliance programs and staff of 100+. Instrumental in the development of computer/automated phone system. Performed duties as the Acting Building Official for 9 months. Orange County, FL. Commercial Plans Examiner II, Mechanical Inspector. Responsible for all commercial plan review and staff. 42 YEARS OF EXPERIENCE PROFESSIONAL CERTIFICATIONS State of Florida Certified General Contractor CGC 00005752 Standard Building Code Administrator, BU0000540, Standard Plans Examiner, PX 0000679, Building, Mechanical & Plumbing Standard Inspector, BN 0001554, Building, Mechanical & Plumbing State of South Carolina: State of South Carolina Building Official - #2792 CABO & ICC Certified Building Official, #1242 ICC Mechanical Inspector ICC Mechanical Plans Examiner ICC Plumbing Inspector ICC Plumbing Plans Examiner SBCCI Chief Building Inspector, #157 SBCCI Chief Mechanical Inspector, #027 SBCCI Mechanical Inspector, #432 SBCCI Mechanical Plans Examiner, #181 521 50 Robert M. Harper, MCP, CFM, CBO Role: Building Plans Examiner Mr. Robert Harper has extensive experience working with municipalities as a Deputy Building Official, Building Inspector, and Project Manager. Relevant Project Experience City of Eustis, Eustis, FL. Deputy Building Official. Oversee department’s operations and policies to ensure efficient turn around and thorough, efficient administration of the Florida Building Code and appropriate laws and rules. Act as the City’s Floodplain Administrator. Conduct site inspections to verify compliance with the currently adopted edition of the Florida Building Code and National Electric Code. Conduct plan review to determine compliance with applicable codes and standards. Generate reports identifying deficiencies or violations discovered during inspections and plan reviews. Communicate with design professionals, contractors, and owner-builders regarding administrative, legal, and code requirements. Participate in continuing education and training to obtain licenses in additional disciplines and remain current on changing code requirements. Act as Acting Building Official when required. City of Mount Dora, FL. Building Inspector. Conduct site inspections to verify compliance with the currently adopted edition of the Florida Building Code and National Electric Code. Conduct plan review to determine compliance with applicable codes and standards. Generate reports identifying deficiencies or violations discovered during inspections and plan reviews. Communicate with design professionals, contractors, and owner-builders regarding administrative, legal, and code requirements. Participate in continuing education and training to obtain licenses in additional disciplines and remain current on changing code requirements. City of Mount Dora, FL. Public Works Manager, Stormwater and Building Maintenance Manager. Hired as Project Manager and worked as Acting Public Works Manager starting in September 2017 intermittently until permanently accepting Public Works Manager role in October 2019. The Stormwater and Building Maintenance Manager role was absorbed into Public Works Manager position. Managed all operational aspects of the Public Works Department including the following: Building Maintenance. Oversee maintenance of City facilities including electrical, HVAC, plumbing, roofing, carpentry, life safety, access control, renovations, budgeting, permitting, and all other aspects of building operation. Stormwater. Ensure compliance with City’s MS4 permit, oversee operations, safety, inspections, budgeting, asset management, GIS implementation, NPDES compliance and enforcement, and all other aspects of stormwater operations. Public Works. Oversee sign shop, concrete and asphalt, urban forestry, right-of-way maintenance, and sanitation. Duties include safety, budgeting, scheduling, asset management, fleet management, customer service, and oversight of all activities related to department operations. 20 YEARS OF EXPERIENCE EDUCATIO N Master of Business Administration, Western Governor’s University BS, Business Administration Management, Western Governor’s University PROFESSIONAL CERTIFICATIONS Master Code Professional Certified Fire Marshal Certified Floodplain Manager Building Code Administrator Commercial Plans Examiner Mechanical Plans Examiner Electric Plans Examiner Plumbing Plans Examiner Residential Plans Examiner Commercial Building Inspector Commercial Mechanical Inspector Commercial Electric Inspector Commercial Plumbing Inspector Residential Inspector Coastal Inspector Fire Inspector I Fire Inspector 2 ICC Fire Plans Examiner 522 51 Stephen Wright Role: Building Inspector Stephen Wright is a result-oriented, hands-on professional with 20+ years of expertise in all facets of the development/construction industry. He brings a strong technical background in all major disciplines of construction and has been responsible for implementation, execution, and successful completion of projects within time and budget parameters. He has supervised consultants and project staff to ensure compliance with all contractual obligations. Relevant Project Experience EBSCO Gulf Coast Development, Alys Beach, FL. Senior Development Project Manager/ Executive Development Team Member Manage and direct large scale development projects including all commercial construction aspects to ensure timely completion of projects within schedule and budget. $360mill/FY23 Review zoning laws and building codes to ensure that construction projects comply with state and local regulations. Provide knowledge of local construction codes, state and local zoning laws, and environmental regulations to staff and team. Consult and guide architects, engineers, contractors, suppliers, banks, and other parties involved in the development process. Research market conditions, city planning requirements, and environmental regulations to identify potential issues before making long-term commitments. Oversee all aspects of land development projects including planning, financing, and construction. Negotiate contracts and agreements with vendors, contractors, and other parties involved in the development process. Prepare budgets and track costs during the development process to ensure that projects are on track financially. Coordinate and advise architects, engineers, sub-contractors through the design and construction project from start to finish. Work with real estate brokers or agents to market properties for sale or lease. Davis Development Company, GA. Senior Project Manager. Developed and constructed large commercial properties. Served as development lead from planning through completion of new construction projects. Attended meetings with Architects, Engineers, subcontractors, and owners. Responsible for all aspects of projects, site work through issuance of C.A./C.O. Coordinated with all local and state regulatory agencies to secure all permits and policies/statues were followed. Scheduled all required inspections. VFW Construction and Development. Project Manager. Supervised projects from $200K – $56.8 million. Responsibilities included managing staff, billing, preparing budgets and contractual negotiations. Supervised staff and subcontractors assigned tasks and inspected jobs upon completion. Bay County Building Department, FL - Originally hired as a Building Inspector, promoted to my final position with the department as Commercial Plans Examiner. PROFESSIONAL CERTIFICATIONS Certified Florida Building Contractor CBC1252651 Certified Florida Building Inspector BN003500 Certified Florida Coastal Construction Inspector Certified Florida One and Two Dwelling Inspector Certified Building Plans Examiner PX001857 Certified Plumbing Inspector Certified Plumbing Plans Examiner Certified Mechanical Inspector Certified Mechanical Plans Examiner Certified EPA Level 3 Universal Refrigerant technician US Navy Veteran 27 YEARS OF EXPERIENCE 523 52 Edgar Reinaldo Nazario Role: Building Inspector Mr. Edgar Nazario is a respected professional known for integrity, fairness, and competence with 35 years of experience in the construction industry. He has worked as a Building Official in multiple jurisdictions in South Carolina and Florida, including a 7-year tenure as the Plans Review Official for the City of Mount Pleasant. His expertise extends to roles as an inspector, private inspections provider, and watchdog in various regions. Mr. Espinoza is highly knowledgeable in construction codes, including the ICC International Code Congress and FEMA’s Flood Manager certification. In addition to his construction career, Mr. Nazario taught English as a second language in El Paso, Texas, while earning an associate degree from El Paso Community College. His experience as a restaurant owner has enhanced his skills in resource and personnel management. Certified in 18 categories through ICC, Mr. Nazario holds licenses as a Building Official (BU 1440), Plan Reviewer (PX2474), and Standard Inspector (BN 4953) in Florida. Relevant Project Experience City of St Pete Beach , FL. Plans Examiner. Conducting commercial plan reviews for building, mechanical, plumbing, and electrical. City of Ft. Myers, FL. Plan Reviewer. Conducting commercial plan reviews for building, mechanical, plumbing, and electrical. City of Jacksonville, FL. Plan Reviewer. Conducting commercial plan reviews for building, mechanical, plumbing, and electrical. EDUCATION Continuing Education Program US-07-02828 5 University of South Carolina, Management Courses Beaufort County Associate of Construction Management, El Paso Community College General Studies, University of Puerto Rico, Puerto Rico PROFESSIONAL CERTIFICATIONS FEMA Flood Plan Manager ICC Costal Construction Inspector, Zoning and Housing 524 53 Amber Brady Role: Permit Technician Ms. Amber Brady is a Willdan administrative professional with 11 years of experience. She is a highly motivated individual with ability to manage conflict and solve community issues. Amber has excellent written, verbal communication and interpersonal relation skills. She is a fast learner, adaptive, an excellent team-player, and demonstrates the ability to work independently or collaboratively with internal staff, external customers and community groups. She enjoys challenges and the opportunity to make improvements to the jurisdictions she serves. Amber is proficient in MS Word, Excel, Access, Power Point, Outlook and several city software programs. Relevant Project & Previous Work Experience Town of Oakland, FL. Permit Technician. As Building Permit Technician, Ms. Brady reviewed and processed building permits and plans for new construction and developments and advised applicants on submittal requirements. She calculated and collected fees and routed plans for review. Ms. Brady assisted the public with planning, zoning, land use, and development questions and interacted with staff and public officials in person, by telephone, and email communication. March JPA. Permit Technician. Ms. Brady assisted the public in person, by phone and emails with permitting and project and plan check status. She coordinated incoming and outgoing plan checks, tracked plans and coordinated with contractors on permit issuance requirements. When issuing permits, Ms. Brady calculated permit fees, tracked reimbursements and deposits, and payment handling. She received all inspection requests and coordinated the daily routing of inspections. Ms. Brady scanned all documents and information as needed and filed and cataloged documents. City of Colton, CA. Permit Technician. Ms. Brady assisted the public in person, by phone and emails with permitting and project and plan check status. She coordinated incoming and outgoing plan checks, tracked plans and coordinated with contractors on permit issuance requirements. When issuing permits, Ms. Brady calculated permit fees, tracked reimbursements and deposits, and payment handling. She received all inspection requests and coordinated the daily routing of inspections. Ms. Brady scanned all documents and information as needed and filed and cataloged documents. County of San Bernardino, CA. Permit Technician. Ms. Brady assisted the public in person, by phone and emails with permitting and project and plan check status. She coordinated incoming and outgoing plan checks, tracked plans and coordinated with contractors on permit issuance requirements. When issuing permits, Ms. Brady calculated permit fees, tracked reimbursements and deposits, and payment handling. She received all inspection requests and coordinated the daily routing of inspections. Ms. Brady scanned all documents and information as needed and filed and cataloged documents. City of Loma Linda, CA. Permit Technician. Ms. Brady assisted the public in person, by phone and emails with permitting and project and plan check status. She coordinated incoming and outgoing plan checks, tracked plans and coordinated with contractors on permit issuance requirements. When issuing permits, Ms. Brady calculated permit fees, tracked reimbursements and deposits, and payment handling. She received all inspection requests and coordinated the daily routing of inspections. Ms. Brady scanned all documents and information as needed and filed and cataloged documents. EDUCATION 2015-Present, Liberal Arts, Riverside Community College, Norco, California PROFESSIONAL CERTIFICATIONS SCACEO Basic, Intermediate, & Advanced Certification PC 832 Certificate 11 YEARS OF EXPERIENCE 525 54 Tanya Gray Role: Permit Technician Ms. Tanya Gray has 11 years’ experience with the public and is effective at fostering a positive environment and productive working relationships. She is familiar with City culture and environment and is comfortable working with the public. Ms. Gray possesses emotional intelligence when working with the public, pays attention to detail and accuracy, and is an effective and creative problem solver. Ms. Gray is available to assist our clients with permit technician services. Relevant Project Experience Building Inspection and Plan Review Services, Marion County, FL. Permit Technician. As Building Permit Technician, Ms. Gray reviewed and processed plans for new construction and developments and advised applicants on submittal requirements. She calculated and collected fees and routed plans for review. Ms. Gray assisted the public with planning, zoning, land use, and development questions and interacted with staff and public officials in person, by telephone, and email communication. Building Official/Inspection, Plan Review and Permitting Services, Town of Oakland, FL. Permit Technician. As Building Permit Technician, Ms. Gray reviewed and processed building permits and plans for new construction and developments and advised applicants on submittal requirements. She calculated and collected fees and routed plans for review. Ms. Gray assisted the public with planning, zoning, land use, and development questions and interacted with staff and public officials in person, by telephone, and email communication. City of Beaumont, CA. Permit Technician II and Customer Service Coordinator. Ms. Gray worked her way from Customer Service Coordinator to Building Permit Technician II while at the city. As Building Permit Technician, Ms. Gray reviewed and processed building permits and plans for new construction and developments and advised applicants on submittal requirements. She calculated and collected fees and routed plans for review. Ms. Gray assisted the public with planning, zoning, land use, and development questions and interacted with staff and public officials in person, by telephone, and email communication. As Customer Service Coordinator, Ms. Gray provided customer service for utility billing, business licenses, passport processing, dog licenses, yard sale permits and general city inquiries. 11 YEARS OF EXPERIENCE EDUCATION B.A., Communications – Public Relations, California State University Fullerton, Fullerton, CA PROFESSIONAL CERTIFICATIONS ICC Certified Building Permit Technician 526 55 City of Winter Springs, FL Client Reference Letters 527 56 City of Winter Springs, FL 528 57 City of Winter Springs, FL 529 58 City of Winter Springs, FL 530 59 City of Winter Springs, FL 531 Direct Contact: Al Brady Project Manager 951.454.3539 abrady@willdan.com 200 South Orange Avenue, Suite 1550 Orlando, FL 32801 407.872.2467 | Fax: 888.326.6864 www.willdan.com 532 RFP #01-25-01 TR Building Code and Plan Review Services ElEctronic copy Winter Springs, FL February 21, 2025 | 2:00 pm M.t. causley, llc, a SAFEbuilt company 10720 Caribbean Blvd., Suite 650, Cutler Bay, FL 33189 | 305.246.0696 Jessica Adkins Account Manager 407.630.2859 jladkins@safebuilt.com Bill Hudson, cBo, Mcp Regional Operations Manager 727.285.0933 whudson@safebuilt.com 533 tab A Proposer Information & Acknowledgment Form 534 A-2 A. P ro P oser I nform At Ion & A cknowledgment f orm 535 tab B Table of Contents 536 B-2 CONTENTS A. Proposer Information & Acknowledgment Form A-2 B. Table of Contents B-2 C. Introduction Letter C-2 D. Qualifications D-2 E. Other Information E-2 F. Cost & Time F-2 G. Mandatory Proposal Forms G-2 H. Florida State Corporation Filing H-2 I. Team Résumés I-2 J. Acceptance of Terms J-2 B. t AB le of c ontents COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 537 tab c Introduction Letter 538 C-2 Tuesday, February 18, 2025 Winter Springs City Hall 1126 East State Road 434 Winter Springs, FL 32708 RE: Request for Proposals (RFP) 01-25-01 TR for Building Code and Plan Review Services Dear Stuart MacLean and the Evaluation Committee Members: M.T. Causley, LLC, a SAFEbuilt Company, is pleased to submit our proposal in response to RFP No. 01-25-01 TR: Building Code and Plan Review Services for the City of Winter Springs. We are excited for this opportunity to partner with the City to deliver Building Code Administration/Building Official, Plan Review, and Field Inspection services—core offerings that we have successfully provided to numerous municipalities, public school districts, and higher education institutions throughout Florida. Our team has conducted a thorough review of the RFP and clearly understands the City’s requirements and expectations. We recognize that these services will support both residential and commercial projects, with on-site assistance provided on an ongoing basis, Monday through Friday, from 8:00 a.m. to 5:00 p.m., excluding City- recognized holidays. We are confident in our ability to deliver a highly qualified and experienced team that not only meets but exceeds the City’s service, performance, and customer satisfaction goals. Founded in Homestead, FL, in 1997, M.T. Causley began with a mission to provide dependable building department services across Florida. In 2016, we merged with SAFEbuilt, LLC, and further expanded our capabilities in 2018 when SAFEbuilt acquired the renowned multi-service firm Calvin, Giordano & Associates, Inc. (CGA). This integration of expertise enables us to deliver a wider range of services nationwide, offering comprehensive, efficient, and cost-effective building solutions. Over the past 28 years, we have partnered with more than 90 municipalities, enhancing public safety, fostering responsible development, and improving services for communities. We have assembled a team of highly skilled professionals who are fully prepared to provide the services the City requires. Our team notably includes: • Two (2) International Code Council (ICC) Master Code Professionals (MCP)— the highest designation bestowed by the ICC; • Four (4) ICC-Certified Building Officials; • Eight (8) Florida-licensed Building Code Administrators; • Thirteen (13) team members with a Florida Standard Plans Examiner license with multiple special qualifications; • All fifteen (15) members of our proposed team have earned the Florida Standard Inspector license with multiple special qualifications; and • One (1) Florida-licensed Professional Civil Engineer. c . I ntroduct I on l etter COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY Parent Headquarters 444 N. Cleveland Avenue Loveland, CO 80537 866.977.4111 www.safebuilt.com Building Code Services Building Official Plan Review Inspection Code Enforcement Fire Prevention Permit Technician Permitting Software Professional Services Engineering Landscape Architecture Surveying Planning Construction Engineering Inspection (CEI) IT, Data & Technology Services Point of Contact Jessica Adkins Account Manager 407.630.2859 jladkins@safebuilt.com Project Office 13550 Village Park Drive Suite 120 Orlando, FL 32837 407.792.0126 Authorized Official Chris Giordano Chief Executive Officer 954.266.6475 cgiordano@safebuilt.com 539 540 tab D Qualifications 541 D-2 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services G eneral M.T. Causley, LLC, a SAFEbuilt Company (M.T. Causley), has been partnering with municipal building departments in Florida since 1997 with the purpose to build better, safer communities. Since its establishment, M.T. Causley has dedicated its resources to exceeding our clients’ expectations. We are committed to providing exceptional customer service while supplying critical building department services to local governments, educational institutions and school districts, sovereign nations, and state agencies. As an industry pioneer, M.T. Causley has demonstrated its expertise by successfully supporting over 90 cities, counties, and municipal agencies in Florida with a comprehensive range of services since its inception. With 28 years of experience, M.T. Causley maintains a wide range of qualifications ranging from building officials, plan reviewers, inspectors, and engineers to general contractors, landscape architects, and floodplain managers. Our service offerings include: • Full Service and Supplemental Building Department Services • Building Official Services • Plan Review Services • Inspection Services • Code Enforcement Services • Permit Technician Services • Engineering • Surveying • Landscape Architecture • Planning • Construction Engineering Inspection (CEI) Services • IT, Data, and Technology Services • Disaster Assessment Services In 2016, we joined the SAFEbuilt family of companies, providing our clients with the stability and depth of resources of a national company with service delivery at a local level. We leverage our extensive local knowledge alongside the broader capabilities of our parent company, SAFEbuilt, to deliver the highest levels of service, expertise, and resources to each of our clients. d . Q u A l IfI c At I ons FIRM PROFILE OFFERORM.T. Causley, LLC (Corporation) DUNS: 65-0782808 A Florida Company Established August 29, 1997 in Homestead, FL 595 Employees in Florida Supporting 50 Municipalities LICENSES FL: L16000085702 PARENTSAFEbuilt, LLC Established in 1992 and Incorporated in Colorado on April 19, 1999 Formerly Colorado Inspection Agency from 1992 to 2006 PROJECT OFFICE13550 Village Park Drive Suite 120 Orlando, FL 32837 407.792.0126 ACCOUNT MANAGERJessica Adkins Account Manager 407.630.2859 jladkins@safebuilt.com SUBCONSULTANTSNone Q u A l I f I c At I ons COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 542 D-3 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services Our parent company, SAFEbuilt LLC, has been expanding and continually improving Municipal Building Departments for the past 33 years. In February 2018, SAFEbuilt acquired our sister company, Calvin, Giordano & Associates, Inc. (CGA), which improved our expansion by providing municipal building department services throughout Florida. M.T. Causley and CGA are subsidiaries of SAFEbuilt, a national leader in comprehensive community development services. Our integration with CGA ensures that we continue to provide our clients with prompt, available, and responsive service to meet the unique needs of our many clients. We understand that every community has a unique culture and specific requirements for their community improvement services. The quality and training of our staff, combined with our robust business systems and core commitment to exceeding the City’s expectations, ensures that the City continues to receive the highest levels of service, professionalism, and responsiveness in the industry. Office lOcatiOns Work conducted on behalf of the City of Winter Springs will derive from our conveniently located project office in Orlando, ensuring efficient and responsive service delivery. In addition to this office, we operate a main office in Cutler Bay and another project office in Redington Shores. Our parent company, SAFEbuilt, LLC, is headquartered in Loveland, Colorado. Orlando - Project Office Cutler Bay 13550 Village Park Drive, Suite 120 Orlando, FL 32837 407.792.0126 10720 Caribbean Boulevard, Suite 650 Cutler Bay, FL 33189 305.246.0696 Redington Shores SAFEbuilt Headquarters 17985 Gulf Blvd, Ste 201 Redington Shores, FL 33708 727.202.6825 444 N. Cleveland Avenue Loveland, CO 80537 866.977.4111 [of m.t. cAusley] “thorough In the APPlIcAtIon of florIdA BuIldIng code. stAff Is resPonsIve And ProfessIonAl.” – lIndA ePPerson, Asst. town mAnAger, town of golden BeAch, fl COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 543 D-4 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services cOrpOrate s tructure The Riverside Company of Cleveland, Ohio fully owns SAFEbuilt, LLC, and its family of companies, including M.T. Causley, LLC. SAFEbuilt, LLC is headquartered in Loveland, Colorado. Since 2014, SAFEbuilt has acquired 17 companies across the country, bringing our current footprint to 39 states plus the District of Columbia. The SAFEbuilt Family of Brands PRIVATE PROVIDER SERVICES, LLC CompanyA Over the past five years, there have been no significant changes in the organizational structure, ownership, or management at SAFEbuilt’s national level or within M.T. Causley at the local level. f irm e xperience M.T. Causley has extensive experience and success with delivering building official, plan review, and inspection services to our many clients in Florida. We currently support 50 municipal clients in the state. Of these, we provide one or more of the services requested by this RFP to 49 of them. Additionally, we provide some or all of the same requested services to 6 public school systems and 3 higher education institutions in Florida. Throughout our 28 years in business, we have supported municipalities, state agencies, and public and private education clients with full and supplemental services at the various stages of their own development. The full breadth of our experience with providing custom building department and community development solutions for Florida clients includes, but is not limited to the following: Establishing Building Department Services – We help newly established communities get started from square one. Services include developing ordinances, drafting extensive fee schedules, creating departmental forms, and implementing and training staff on using new computer systems. We provide Building Officials, Plan Examiners, Inspectors, and Permit Technicians to help establish effective building departments that are built to last. Complete Building Department Services – In many municipalities, we provide the full array of building services. We provide a Building Official to oversee the overall department administration. Our multi-certified Building Officials can act as a backup to any position on their staff. We provide a full team of licensed personnel to meet general and specialized requirements to perform plans review, inspections, and permitting duties. Supplemental Building Department Services – Our services range from as-needed, on-call to meet daily needs to consistent long-term coverage for Building Officials, Plan Examiners, Inspectors, Office Managers, Permit Technicians, and Code Enforcement Officers. In all cases, our teams act as an invisible extension of your staff. Plan Review and Inspection Services for Special Projects – We provide plan review and inspection services for special projects such as sports arenas, housing developments, medical facilities, and other major construction and development projects. This approach provides developers, contractors, and owners with timely and efficient services without requiring the Building Department to hire additional staff to support these long- and short-term projects. COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 544 D-5 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services list O f c urrent clients M.T. Causley is pleased to present the following lists of current clients. munIcIPAlIty/county clIents contrActed servIces clIent sInce Citrus County Growth Management Department Building Official, Plan Review, Building Inspection 2023 City of Belleview Building Inspection 2004 City of Bradenton Beach Building Official, Plan Review, Building Inspection, Permit Clerk, Code Enforcement, Planning & Zoning, Permitting Software 2015 City of Bushnell Building Official, Plan Review, Building Inspection 2022 City of Chiefland Building Inspection 2013 City of Clermont Plan Review, Building Inspection 2015 City of Coral Gables Plan Review, Building Inspection 2014 City of Doral Building Official, Plan Review, Building Inspection, Permit Clerk 2017 City of Dunnellon Building Official, Building Inspection, Plan Review, Code Enforcement, Floodplain Management, Planning, Grant Writing, GIS Services 2019 City of Eustis Building Official, Building Inspection, Plan Review, Code Enforcement, Fire Plan Review, Fire Inspection, Planning, Grant Writing, GIS Services 2021 City of Florida City Building Official, Plan Review, Building Inspection 2015 City of Gulfport Plan Review, Building Inspection, Permit Clerk 2015 City of Haines City Building Official, Plan Review, Building Inspection, Permit Clerk 2020 City of Hialeah Building Official, Plan Review, Building Inspection, Permit Clerk 2017 City of Homestead Plan Review, Building Inspection, Permit Technician 2010 City of Inverness Building Official, Plan Review, Building Inspection, Code Enforcement, Floodplain Management 2016 City of Longwood Plan Review, Building Inspection 2020 City of Maitland Plan Review, Building Inspection 2021 City of Marathon Building Official, Plan Review, Building Inspection, Permit Clerk 2019 City of Miami Gardens Plan Review, Building Inspection, Permit Clerk, Floodplain Management 2015 City of Mount Dora Building Official, Building Inspection, Plan Review, Fire Plan Review, Fire Inspection, Permitting Software 2023 City of New Port Richey Building Official, Plan Review, Building Inspection 2020 City of North Miami Building Official, Plan Review, Building Inspection, Permit Clerk 2019 City of Palmetto Building Official, Plan Review, Building Inspection 2022 City of Port Richey Building Official, Code Enforcement, Building Inspection, Plan Review, Planning & Zoning 2021 City of Sebastian Building Official, Plan Review, Building Inspection 2020 City of Sunny Isles Beach Building Official, Plan Review, Building Inspection, Permit Clerk 2017 City of Sweetwater Building Official, Plan Review, Building Inspection, Permit Clerk 2024 COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 545 D-6 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services clIents contrActed servIces clIent sInce City of Tallahassee Plan Review, Building Inspection 2016 City of Temple Terrace Building Official, Building Inspection 2022 City of Treasure Island Building Official, Plan Review, Building Inspection, Permit Clerk, Code Enforcement, Planning & Zoning, Floodplain Management 2015 Indian River County Plan Review, Building Inspection, Permit Clerk 2017 Islamorada, Village of Islands Plan Review, Building Inspection 2016 Manatee County Plan Review, Building Inspection 2024 Palm Beach County Building Inspection, Plan Review, Fire Plan Review, Building Official, Landscape Plan Review 2017 Polk County Plan Review, Building Inspection 2015 St. Lucie County Building Inspection, Plan Review, Fire Plan Review, Building Official, Landscape Plan Reviewer, Permit Clerk 2018 Town of Astatula Building Official, Plan Review, Building Inspection, Permitting Software 2020 Town of Belleair Building Official, Plan Review, Building Inspection 2014 Town of Belleair Shores Planning & Zoning 2022 Town of Bronson Building Official, Plan Review, Building Inspection, Code Enforcement 2017 Town of Golden Beach Building Official, Plan Review, Building Inspection 2023 Town of Indian Shores Building Official, Plan Review, Building Inspection, Floodplain Management, Code Enforcement, Permit Technician, Permit/Zoning Administrator, 2019 Town of North Redington Beach Building Official, Plan Review, Building Inspection, Permit Clerk, Floodplain Management 2015 Town of Orchid Building Official, Building Inspection 2016 Town of Palm Beach Plan Review, Building Inspection 2019 Town of Pembroke Park Building Official, Plan Review, Building Inspection 2018 Town of Redington Beach Building Official, Building Inspection, Plan Review, Permit Technician, Floodplain Management 2020 Town of Redington Shores Building Official, Building Inspection 2019 Village of Key Biscayne Building Official, Plan Review, Building Inspection, Code Enforcement, Fire Plan Review, Fire Inspection 2016 PuBlIc school dIstrIcts clIents contrActed servIces clIent sInce Charlotte County Public Schools Building Official, Fire Official, Permit Clerk, Plan Review, Building Inspection 2023 Citrus County School Board Building Official, Plan Review, Building Inspection, Permit Clerk, Floodplain Management, Code Enforcement 2022 Monroe County School District Plan Review, Building Inspection 2019 COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 546 D-7 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services clIents contrActed servIces clIent sInce Orange County Public Schools Plan Review, Building Inspection 2017 School District of Hernando County Building Official, Plan Review, Building Inspection 2021 Sumter County School District Building Official, Plan Review, Building Inspection, Permit Clerk, Code Enforcement 2020 h Igher educ At I on Inst I tutIons clIents contrActed servIces clIent sInce Broward College Building Official, Plan Review, Building Inspection, Code Enforcement, Permit Clerk, Fire Plan Review, Fire Inspection 2017 Miami Dade College Plan Review, Building Inspection 2020 The College of the Florida Keys Building Official, Plan Review, Building Inspection 2021 pr Oject s hOwcase The following project summaries showcase just a few of the many projects the proposed team has recently supported for our clients in Florida. Aston PArk APArtments; dAvenPort, fl 2021 – 2024 M.T. Causley delivered comprehensive inspection services for this Polk County (client) project, featuring the construction of 338 apartments and 10,000 square feet of commercial space. The development includes 4 four-story buildings, 50 two-story carriage homes, a clubhouse, a maintenance building, 11 detached garages, and a mail kiosk, showcasing the scale and complexity of the project. PoInte grAnd dAytonA APArtments; dAytonA BeAch, fl 2021 – 2023 Under M.T. Causley’s contract with Volusia County, FL, we conducted thorough inspections for the construction of the 264- unit Pointe Grand Daytona apartment complex. This project included eight 24-unit buildings, two 36-unit buildings—all three stories each—along with an office building and a pool, ensuring quality and compliance at every stage. COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 547 D-8 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services heArthstone At leesBurg; leesBurg, fl 2021 – 2024 Our team provided comprehensive inspection services— including building, mechanical, electrical, plumbing, structural, and fire inspections—along with permit expediting support for the construction of a new senior housing community. This project features a 2-story, 130-unit assisted living facility with an attached commons area and memory care wing, totaling 57,689 square feet, ensuring quality and compliance throughout the process. AutonAtIon wesley chAPel; wesley chAPel, fl 2022 – 2024 M.T. Causley delivered comprehensive plan review and inspection services—including building, electrical, mechanical, plumbing, fire, and structural inspections—throughout the construction of AutoNation's new Wesley Chapel dealership. We also facilitated permit expediting to streamline the process. This state-of-the-art $69.4 million facility spans 22,723 square feet and features a modern showroom, a service shop with nine lifts, a detail area with three bays, and a used car dealership. cordelIA APArtments; sArAsotA, fl 2020 – 2024 The M.T. Causley team provided plan review and inspection services for the construction of the Cordelia Apartments, a 12-story multifamily building with 241 residential units. This project is part of a 14-acre master development and includes 13,811 square feet of ground-floor retail space. moderA st. PetersBurg; st. PetersBurg, fl 2021 – 2023 The M.T. Causley team provided plan review and inspection services for the construction of a 20-story apartment building. This project includes 383 rental units, a 6th-floor amenity deck with a pool, and an adjacent parking garage spanning the first six stories. Additionally, the building features 14,000 square feet of ground-floor retail and restaurant space. COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 548 D-9 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services t eam experience M.T. Causley has successfully assisted many municipalities with building official, plan review, and building inspection services through all growth aspects, including establishment, expansion, and stabilization. Throughout our 28-year history of providing services similar to those required by this solicitation, we have been called upon to scale our staff and deliverables quickly. Should the City’s needs grow or evolve to include additional services or personnel, we have equally credentialed staff (e.g., DBPR, ICC, etc.) we can assign to support the City. M.T. Causley thoroughly screens prospective personnel for the right experience and qualifications, and we are very familiar with each position’s requirements within the different building services disciplines. We look for candidates with a well-rounded background in the building services and construction industries who exhibit a passion for the work and a drive to get the job done correctly and on schedule. Unlike many firms in our industry, our personnel are permanent employees of M.T. Causley—not contract or temporary employees, which fosters a higher level of commitment and dedication from our team, ensuring a steadfast focus on the success of your projects. M.T. Causley is pleased to offer a team of qualified and experienced building department services professionals to the City of Winter Springs, presented in Figure 1. All proposed team members have experience working with other municipalities in Florida. Collectively, M.T. Causley’s proposed team possesses and impressive 470 years of experience, with each member having at least 19 years of relevant expertise. Additionally, the team members have been with M.T. Causley for an average of 3.6 years. the m.t. causley team fOr the city Of winter sprinGs Project mAnAger Bill Hudson, CBO, MCP BuIldIng offIcIAl Rob Peebles, CBO PlAns exAmIners Rob Peebles, CBO Derek Wiechmann, PG, CBO Noe Martinez Scott Davis, MCP Douglas Carroll Perry Hendershott Yhulmer Izquierdo Jorge Valido Alex Oliva, PE Dana Root, CBO, CFM Jonathan Braunshweiger BuIldIng code InsPectors Jeff Morrison, CBO Lazer Daragjati Jim Walker Figure 1. Proposed Team for the City of Winter Springs COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 549 D-10 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services team credentials summary m atrix The following matrix summarizes the many licenses and certifications earned and maintained by our talented team of professionals.BIll hudsonroB PeeBlesderek wIechmAnnnoe mArtInezscott dAvIsdouglAs cArrollPerry hendershottyhulmer IzuIerdojorge vAlIdoAlex olIvAdAnA rootjonAthAn BrAunshweIgerjeff morrIsonlAzer dArAgjAtIjIm wAlkerInternAtIonAl code councIl Master Code Professional L L Accessibility Inspector/Plans Examiner L Building Code Specialist L L Building Inspector L L L L L Building Plans Examiner L L L L Certified Building Code Official L L Certified Building Official L L L L Certified Electrical Code Official L Certified Housing Code Official L Certified Mechanical Code Official L L Certified Plumbing Code Official L Coastal and Floodplain Construction Inspector L Combination Inspector L L Combination Plans Examiner L L Commercial Building Inspector L L L L L Commercial Combination Inspector L L L Commercial Electrical Inspector L L L L L Commercial Energy Inspector L Commercial Energy Plans Examiner L Commercial Mechanical Inspector L L L L L Commercial Plumbing Inspector L L L L L L Electrical Inspector L L L L Electrical Plans Examiner L L L L L Fire Inspector I L COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 550 D-11 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services BIll hudsonroB PeeBlesderek wIechmAnnnoe mArtInezscott dAvIsdouglAs cArrollPerry hendershottyhulmer IzuIerdojorge vAlIdoAlex olIvAdAnA rootjonAthAn BrAunshweIgerjeff morrIsonlAzer dArAgjAtIjIm wAlkerFire Inspector II L Fire Plans Examiner L Mechanical Code Specialist L L Mechanical Inspector L L L L Mechanical Plans Examiner L L L L L L L Plumbing Code Specialist L Plumbing Inspector L L L L Plumbing Plans Examiner L L L L L Property Maintenance and Housing Inspector L Residential Building Inspector L L L L L L Residential Combination Inspector L L L L L L Residential Electrical Inspector L L L L L L L Residential Energy Inspector/Plans Examiner L Residential Mechanical Inspector L L L L L L Residential Plans Examiner L Residential Plumbing Inspector L L L L L stAte of florIdA Professional Engineer, Civil L Building Code Administrator L L L L L L L L Home Inspector L Standard Plans Examiner L L L L L L L L L L L L L ⤷with Building K K K K K K K ⤷with Mechanical K K K K K K ⤷with Electrical K K K K K ⤷with Plumbing K K K K K K K K ⤷with Residential Residential Plans Examiner L L L COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 551 D-12 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services BIll hudsonroB PeeBlesderek wIechmAnnnoe mArtInezscott dAvIsdouglAs cArrollPerry hendershottyhulmer IzuIerdojorge vAlIdoAlex olIvAdAnA rootjonAthAn BrAunshweIgerjeff morrIsonlAzer dArAgjAtIjIm wAlkerStandard Inspector L L L L L L L L L L L L L L L ⤷with Building K K K K K K K K K ⤷with Mechanical K K K K K K ⤷with Electrical K K K K K ⤷with Plumbing K K K K K k K K K ⤷with Residential K K K K K K K K ⤷with Coastal Construction K K ⤷with Commercial Electrical K ⤷with Residential Electrical K florIdA stormwAter, erosIon, And sedImentAtIon control InsPector ProgrAm Qualified Stormwater Management Inspector L AssocIAtIon of stAte floodPlAIn mAnAgers Certified Floodplain Manager L pr Oject m anaGer Mr. Bill Hudson, CBO, MCP, will serve as the Project Manager for M.T. Causley’s proposed team. With 45 years of experience in facilities and building code compliance, Bill brings unparalleled expertise to this role. Since joining M.T. Causley in 2019, he has successfully supported numerous Florida clients as a Building Official, including the Cities of Bushnell and Minneola, as well as the Towns of Yankeetown, Lantana, and Redington Shores. Bill’s extensive expertise and experience make him the ideal leader for this project. Prior to joining M.T. Causley, he served as a Building Official for the Village of Oak Brook, Illinois. He holds the prestigious ICC Certified Building Official (CBO) designation and is a Master Code Professional (MCP), the highest certification awarded by the International Code Council. Additionally, Bill is a State of Florida-licensed Building Code Administrator (#BU2074), a Standard Plans Examiner (#PX4373) with qualifications in building, plumbing, and mechanical, and a Standard Inspector (#BN7873) with qualifications in building, electrical, and plumbing. team résumés As directed in the RFP, the résumés for each proposed team member are included in Tab I at the end of this proposal, starting on page I-2. Each résumé highlights a selection of clients the team member has supported, along with their specific roles, illustrating their relevant experience. COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 552 D-13 references 553 D-14 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services c O nclusi O n M.T. Causley is the ideal partner for the City of Winter Springs, offering unmatched expertise, innovative solutions, and a proven track record of success. With over 28 years of experience supporting more than 90 municipalities across Florida, our team brings deep local knowledge and a commitment to fostering safe and thriving communities. We are particularly drawn to this opportunity because of our extensive experience providing similar services to nearby communities, ensuring we can deliver tailored, efficient, and cost-effective solutions that meet the City’s unique needs. What sets us apart is our comprehensive approach to building department services. Our team includes ICC- certified Master Code Professionals, Certified Building Officials, and Florida DBPR-licensed inspectors and plans examiners (page D-9), ensuring the highest standards of professionalism. We also offer access to our National Plan Review program (page E-5) for supplemental expertise and expedited support. Additionally, we leverage forward-thinking technology like CommunityCore permitting software (page E-7) and Remote Virtual Inspections (page E-6) to enhance efficiency and convenience for both the City and its residents. M.T. Causley is committed to maintaining a properly trained workforce through initiatives like our SAFEbuilt Academy (page E-4), which ensures our staff stays current with industry standards and best practices. Our focus on quality assurance (page E-2), swift turnaround times (page E-3), and effective coordination with other City departments guarantees a seamless partnership. By choosing M.T. Causley, the City of Winter Springs will gain a trusted partner dedicated to responsible community development and exceptional service delivery. COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 554 tab E Other Information 555 E-2 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services o ther I nform At I on M.T. Causley is pleased to provide additional supporting details about our proposal, along with an introduction to some of our service offerings and capabilities that may be of interest to the City of Winter Springs. Q uality cOntr O l and Q uality assurance M.T. Causley understands that our continued success relies upon delivering high-quality services to our clients with attention to detail. Quality control and assurance are not just a review of the final work product before its delivery to a client. Instead, true quality control is a commitment to an ongoing process of “critical eye” review and oversight throughout the project. Our approach is proactive—we prevent quality issues to the greatest extent possible and prepare for other situations in advance by mitigating risk. Further, our approach is grounded in Total Quality Management principles, with a detailed quality plan tailored to each project. To ensure we consistently deliver and maintain exceptional services for our customers, our Project Manager performs random quality evaluations of our staff throughout the year. These activities include: • Standardized processes for intake, completion of returned work, email correspondence, review comment letters, inspection reports, and other items to ensure consistency and client satisfaction (e.g., logging review data into each municipality’s system). • Our Project Manager conducts periodic reviews to ensure completeness, accuracy, and consistency of work performed. • Periodic peer review of others’ plan reviews and ride-along with inspectors. • Staff feedback as necessary for any discrepancies or improvements needed. • Staff is paid to attend both internal and external training to grow professionally and improve skill sets. • M.T. Causley’s Account Manager conducts periodic check-ins with clients for feedback on satisfaction with work performed and services provided. • M.T. Causley’s Account Manager sends periodic customer satisfaction surveys for feedback on work performed and services provided. ▹M.T. Causley uses both check-ins and surveys to find possible opportunities to improve client satisfaction, work performed, and services provided, as necessary. In addition to the routing and tracking systems used for plan review and inspections, staff receive regular training to stay updated on current codes, ordinances, amendments, and regulations. We also mitigate risks through our ability to direct additional resources from our corporate operations or regional operations for immediate staffing needs. e . o ther I nform At Ion COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 556 E-3 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services B lueBeam revu Our plan review team typically uses Bluebeam Revu to review plans electronically and in hard copy when customers are unable to use electronic platforms. This system gives all stakeholders the ability to access and manage a master set of digital documents, perform concurrent reviews, and collaborate on the same PDF together in real-time, and includes the following features: • Industry-standard markups, including text, pen marks, highlights, clouds, CAD symbols, measurements, and text stamps. These tools replicate pen and paper, allowing reviewers to add comments to electronic plans and request revisions efficiently. • The Tool Chest, where each reviewer can create and save custom tool sets for specific needs. • A “Compare Documents” feature instantly clouds the differences between drawing revisions. • An integrated “Markups” list allows technicians to view and track comments during the permitting process and summarize them into a PDF report. plan review turnarOund t ime M.T. Causley proposes the following plan review turnaround times for a contract with the City. Project tyPe fIrst comments second comments Residential within 5 working days 3 working days or less Tenant improvements within 5 working days 3 working days or less Multi-family within 10 working days 5 working days or less New commercial within 10 working days 5 working days or less Commercial alteration within 10 working days 5 working days or less Stand-alone permits (e.g., plumbing, mechanical) within 5 working days 3 working days or less NOTE: Day 1 = first full business day after receipt of plans and all supporting documents. inspectiOn turnarOund time M.T. Causley’s staff will monitor the City system of record for next-day inspections. Most inspections take between 15 minutes and 2 hours to complete, depending on the type of inspection. We offer weekend and after-hours inspections on a scheduled basis for an additional fee. We will, of course, make ourselves available to respond to inspections related to emergencies. Technology Proficiencies Our team is proficient with many of the major permitting systems available. Examples of the systems we have used for current and previous clients include, but are not limited to: ▸SAFEbuilt’s CommunityCore Solutions ▸BS&A ▸EnerGov ▸SAFEbuilt’s Gov-Easy ▸Citizenserve ▸MyGov ▸Accela ▸iWorq ▸eTRAKiT Additionally, all members of our team are proficient in standard office applications, including the Microsoft Office Suite and Adobe Acrobat. COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 557 E-4 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services s taff t raininG M.T. Causley’s and SAFEbuilt leadership have implemented a program that allows employees to access comprehensive training, continuing education, and coaching. The focus on continuing education ensures that staff stays up to date with local, state, and federal codes, regulations, amendments, and the latest best practices, reducing the need for constant reference to code books in the field. All building services staff receive a minimum of 32 hours of training per calendar year—48 hours per calendar year for every new code adoption year. Our commitment to our employees’ well-being, continuing education, and competitive compensation enable us to keep our staff retention at optimum levels. safeB uilt academy The SAFEbuilt family of companies is committed to ensuring our people remain at the forefront of occupational skills. SAFEbuilt Academy provides online technical training to work with our building services staff’s schedules. SAFEbuilt strongly supports maintaining training certifications and encourages employees to work with their managers to identify and attend the best training opportunities for them. All courses offered by SAFEbuilt Academy are approved by ICC, and most can provide dual credit through AIA. The 38 courses that SAFEbuilt Academy currently offers include Commercial and Residential Building, Mechanical, Electrical, Plumbing, Fire, Solar Inspector and Plan Review and Permit Technician certification courses, and more. Icc Preferred ProvIder SAFEbuilt is recognized as an ICC Preferred Provider (#1104), offering approved continuing education and training related to International Codes. As a part of the International Code Council’s (ICC) Preferred Provider Program, SAFEbuilt provides access to high-quality educational opportunities focused on building codes, standards, construction methods, and code enforcement practices. Through this program, SAFEbuilt ensures professionals stay updated with the latest industry requirements and advancements. COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 558 E-5 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services n ati O nal plan r eview (npr) p rOG ram In addition to the Plans Examiners proposed in this RFP response, the City will have access to our parent company, SAFEbuilt's National Plan Review (NPR) team if needed. Our NPR program features a team of highly skilled, multi-disciplinary plans examiners who provide remote services with no limitations tied to office hours. These flexible and efficient remote plan review services are an excellent solution for managing increased workloads and ensuring timely support for the City’s needs. SAFEbuilt began offering remote plan review services in 2012. At the onset of the COVID-19 pandemic, we established the NPR program, encouraging our clients to use our remote services to eliminate person-to-person contact and to keep their plan review workload on track. This approach allowed us to provide uninterrupted services to many clients during the height of the pandemic. Since its inception in 2020, the NPR Program team has grown to include 48 multi-certified plan reviewers with an array of specialties, including educational facilities, fire, post-disaster, site/civil, seismic, and structural for any projects with specialized plan review needs. Our NPR Plans Examiners have multiple ICC certifications, including ten team members with the ICC Master Code Professional (MCP) certification. The team includes licensed professional engineers, architects, and trade and state-licensed personnel. The types of reviews our NPR team can perform include: • Building • Structural/Civil Engineering • Mechanical • Plumbing • Electrical • Fire • Health • Fire Alarm and Sprinkler • Residential, Commercial, Industrial, and Emergency • Landscape • Traffic • Site Plan Review • Accessibility • Energy • Green Building The benefits of this approach include: Access to multi-disciplined Plans Examiners. Credentialed staff are hard to find—staffing all positions necessary is financially challenging. Remote plan review provides our clients with access to credentialed multi-discipline Plans Examiners across the country. Remote and concurrent reviews. Access to a national network of plan review staff allows for concurrent plan review across multiple time zones, speeding up review turnaround times. The outcome—clients do not complain about turnaround time delays, which essentially equal delays in development and mean delays in completing revenue-producing projects. Expedited plan review. National access to reviewers gives our clients the ability to expedite plans (for an additional fee) through the process for clients that have short deadlines or have fallen behind schedule. No more complaints about turnaround times. Remote reviews have a strict workflow process that increases efficiencies with the ability to view outstanding permits and each project’s status. Remote access and increased transparency. Clients can conveniently submit their plans and monitor their status remotely, reducing the need to sit and wait in a building department office or by phone. Clients can access the portal anytime, anywhere, without restrictions to office hours. COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 559 E-6 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services rem O te v irtual inspectiOns (rvi ) M.T. Causley offers remote virtual inspections (RVI) for your community’s convenience and safety. Remote inspections save time and money. Rather than waiting for an inspector to arrive from another job, they can be there in moments to efficiently walk residents and contractors through the inspection. RVIs also help reduce the number of people on a job site, supporting social distancing and public health. Teams throughout the SAFEbuilt family of companies currently use RVIs in Colorado, Florida, Illinois, Michigan, Minnesota, Ohio, Pennsylvania, Texas, Wisconsin, and Washington. M.T. Causley uses Blitzz Remote Visual Assistance software to complete these inspections. This technology allows us to easily connect with residents and contractors without downloading an app or logging in. Inspectors can control recording and taking photos to quickly complete inspections like water heaters, electrical reconnects and service upgrades, and residential re-inspections. RVI technology also allows our team to accomplish roofing inspections more safely and efficiently. For buildings and homes with especially steep roofs, we can open a remote inspection session with the contractor and walk them through the inspection process. Approved inspections are determined by the local municipality, but can include: • Porches • Small Projects (fence, exterior remodels) • Rooftops • Rooftop Solar (photovoltaic) Panels/Systems/ Arrays • Electrical Service Upgrades • Electrical Reconnects • Water Heaters • Gas Line Installations • Parking Shade Structures • Detached Storage Sheds • Residential Addition/Alternation Inspections • Follow-Up Inspections (must verify with inspector) Remote video inspections cannot be used for assessment of damage from fires and vehicles, or restorations of utilities and critical facilities. These will be performed as typical field inspections as required by the Building Official. We recommend RVIs to our on-call clients as an effective way to maximize the efficiency of their M.T. Causley inspection team. RVIs are typically faster than on-site inspections and eliminate travel time between jobs, streamlining the process. We would be delighted to discuss how this capability could benefit the City of Winter Springs. If the City is interested in exploring this service, please contact the Account Manager listed on the cover page of this proposal to arrange a demonstration. Climbing up on a roof for an inspection is a risky and time- consuming job. RVIs are ideal for performing roofing inspections safely. COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 560 E-7 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services c O mmunity cOre sOlutiOns CommunityCore Solutions is SAFEbuilt's proprietary, on-line community development software tool for managing permitting, plan reviews and approvals, and code enforcement and inspection activities. CommunityCore integrates with other government software systems. It is designed to streamline and automate many building department processes, helping to ensure compliance, manage workflows, generate activity reporting, and provide transparency to all stakeholders. CommunityCore is divided into three interface modules, depending on the user. CommunityCore for Building Departments CommunityConnect for Contractors & Communities InspectorConnect for Code Enforcement Users of CommunityCore can: • Manage permit applications and permits throughout their life cycle. • Assess fees and collect payment. • Manage contractor and business licenses. • Create and track projects. • Manage how the system works for you by customizing workflows, defining customer permit fields, and managing users. • Generate reports. Users of CommunityConnect can: • Apply for permits. • Track existing permits. • Upload plans. • Request inspections. • Access permit documents, including permit certificates and plan reviews. • View inspection results. • Pay fees. Inspectors and Code Compliance Officers can use InspectorConnect to: • Easily view their assigned work. • Organize stops for improved efficiency. • Automatically send inspection results to the contractor or permit applicant. • Access key documents, such as plans and certificates. • Schedule, reschedule, or assign inspections in the field. • Look up permit information from the field. Created by people who have worked in building departments like yours, CommunityCore Solutions are simple yet flexible enough to handle the work you and your team do every day. We offer a genuinely unique combination— large company strength and stability together with small company personalization and responsive support. If the City of Winter Springs chooses M.T. Causley as its service provider for this RFP, we offer CommunityCore Solutions—typically valued at $150,000.00—at no extra charge for up to three users. We can provide a demonstration and will also offer a comprehensive assessment, complete implementation, project management services, and estimates for data migration from your current system or spreadsheets. In the meantime, we invite you to watch a recent webinar, “Understanding Electronic Permitting Systems,” for a quick overview: https://content.safebuilt.com/communitycore_demo or follow the link in the QR code! Check O u t This Demo! COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 561 tab F Cost & Time 562 F-2 RFP # 01-25-01 TR MANDATORY FORM EXHIBIT "B" FEE SCHEDULE AND ASSIGNED HOURS I.Hours assigned to Service Provider. A.Building Official hours. Based on current permit activity, the Building Official is assigned eight (8) hours per day (totaling forty [40] hours per week) to the City performing duties within the City. If permitting volume falls, the decision to lessen the Building Official's assigned billable hours may be made at the discretion of the City. Building Official hours reassigned to other clients will not be billed to the City of Winter Springs B.Plans Examiner hours and Inspector hours. Plans Examiner hours and Inspector hours are billed as performed for Services provided to the City. II.City operating hours. The City's operating hours are Monday through Friday, 8:00 a.m. to 5:00 p.m., except for holidays. Ill. Hourly rates for Services provided during the City's operating hours. A.Building Code Administrator/Building Official Services = $ ________________ per hour B.Plans Review Services = $ ________________ per hour C.Field Inspection Services = $ ________________ per hour IV.Hourly rates for Services requested by the City to be performed outside of City operating hours. A.Requests made by the City for any Services to be performed outside of its operating hours will be billed at an hourly rate of $_____________, with a 2 hour minimum. Only the City Project Manager or his/her designee may make such requests of Service Provider f. c ost & t I me 130.00 120.00 120.00 130.00 563 tab G Mandatory Proposal Forms 564 G-2 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services m A nd Atory P ro P osA l f orms We present the Mandatory Proposal Forms included in the RFP in the order and on the page numbers shown below. • PROPOSER Information and Acknowledgment, page A-2 • Reference Information, page D-13 • Insurance Requirements, page G-3 • Scrutinized Company Certification, page G-4 • Non-Collusions Affidavit, page G-6 • Drug Free Workplace Certification, page G-7 • Public Entity Crimes Statement, page G-8 • Debarment, Suspension and Other Responsibility Matters Statement, page G-10 • E-Verify Statement, page G-13 • Conflict of Interest Statement, page G-14 • SMWBE Utilization Plan, page G-15 • Addendum 1, Issued February 12, 2025, page G-17 g . m A ndAtory P ro P os A l f orms COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 565 G-3 insurance re Q uirements fOrm 566 G-4 s crutinized c O mpany c ertificatiOn 567 G-5568 G-6 nOn -c O llusi O n a ffidavit 569 G-7 dru G f ree w Orkplace f O rm 570 G-8 puB lic e ntity c rimes s tatement 571 G-9572 G-10 de B arment , suspensiOn , and O ther r espOnsiBility matters 573 G-11574 G-12575 G-13 e-verify statement 576 G-14 c O nflict O f i nterest statement 577 G-15 RFP # 01-25-01 TR MANDATORY FORM SMWBE UTILIZATION PLAN Small, Minority, and Women’s Business Enterprises (SMWBE), and Labor Surplus Area Firms Utilization PROPOSER Company Name: _________________________________________________________________ Project Name : Building Code and Plan Review Services RFP Number : RFP # 01-25-01 TR CFR §200.321 requires local governments to take all necessary affirmative steps to assure that minority business, women’s business enterprises, and labor surplus area firms are used when possible. The CITY requires that PROPOSERS (Prime Contractors), if subcontracts are to be let, to take the five affirmative steps as cited below. Please describe your firm’s plan for identifying and potential use of SMWBE and Labor Surplus Area Firms. Additional pages may be attached, as necessary. •Placing qualified small and minority business and women’s business enterprises on solicitation lists. •Assuring that small and minority businesses, and women’s business enterprises are solicited whenever they are potential sources. •Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority business and women’s business enterprises. •Establishing delivery schedules where the requirement permits, which encourage participation by small and minority businesses, and women’s business enterprises and veteran owned businesses. •Using the services and assistance, as appropriate, of such organizations as the Small Business Administration or the Florida Office of Supplier Diversity https://www.dms.myflorida.com/agency_administration/office_of_supplier_diversity_osd M.T. Causley, LLC smw B e u tilizati On plan 578 G-16 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services plans f O r i dentifyin G /u tilizin G smw B e and l aBOr s urplus area f irms M.T. Causley is deeply committed to fostering diversity and inclusion by actively engaging Small Minority/Women Business Enterprises (SMWBEs) and Labor Surplus Area (LSA) firms in our operations—not just when required, but whenever feasible. While the requirements of this specific solicitation align with our core capabilities, we have a strong track record of partnering with SMWBEs on other proposals and contracts. In these instances, we strategically engage these firms to provide specialized expertise or services that complement or complete our offerings. These efforts have enabled us to build lasting, reliable partnerships with SMWBEs, which we continue to leverage for future projects, reinforcing both our service quality and our dedication to diversity. As part of our standard approach, M.T. Causley develops a comprehensive plan to identify and collaborate with SMWBE/LSA subcontractors who possess the necessary expertise to contribute to a project’s success. This process begins well before bid submission or contract award and includes proactive measures such as directory searches of certified SMWBE/LSA organizations, direct outreach to these firms, participation in networking events, and leveraging connections through industry groups. We also work closely with client offices—such as their Office of Supplier Diversity or Procurement Department—to access preferred vendor lists and ensure alignment with client priorities. Additionally, we collaborate with organizations like the Small Business Administration (SBA) and the Minority Business Development Agency (MBDA) to source qualified businesses that can support our contracts effectively. To strengthen these partnerships, we actively engage with SMWBE/LSA advocacy groups and chambers of commerce to expand our network of potential collaborators. As part of our vetting process, we verify certifications required by clients, review the firm’s past projects, and request client references to ensure their qualifications align with project needs. Once a suitable SMWBE/LSA partner is identified and agrees to participate, we integrate them into the bidding and proposal process to provide equitable opportunities for their involvement. To maintain transparency and efficiency, M.T. Causley keeps a detailed log of every small business we work with. This includes their certifications, contact information, services provided, and a record of the projects they have supported. In all cases, where feasible and necessary, we collaborate closely with the City to secure support from recognized SMWBE/LSA firms. Through these efforts, we remain steadfast in our commitment to promoting diversity while delivering exceptional results for our clients. COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 579 G-17 a ddendum 1 580 tab H Florida State Corporation Filing 581 H-2 h . f lor I d A s tAte c or P or At I on f I lI ng 582 H-3583 H-4584 tab i/Appendix Team Résumés 585 I-2 E Graduate Coursework in Counseling & Psychology Trinity International University Deerfi eld, IL BA, Biblical Studies Ashbury College Wilmore, KY L C International Code Council (ICC) #5238409 Master Code Professional Accessibility Inspector/Plans Examiner Building Code Specialist Building Inspector Building Plans Examiner Certifi ed Building Code Offi cial Certifi ed Building Offi cial Certifi ed Housing Code Offi cial Certifi ed Mechanical Code Offi cial Commercial Building Inspector Commercial Combination Inspector Commercial Electrical Inspector Commercial Energy Inspector Commercial Energy Plans Examiner Commercial Mechanical Inspector Commercial Plumbing Inspector Electrical Inspector Fire Inspector I Fire Inspector II Mechanical Code Specialist Mechanical Inspector Mechanical Plans Examiner Plumbing Plans Examiner Property Maintenance and Housing Inspector Residential Building Inspector Residential Electrical Inspector Residential Energy Inspector/Plans Examiner Residential Mechanical Inspector State of Florida Building Code Administrator, Building Code A #BU2074 Standard Plans Examiner with Building, Mechanical & Plumbing #PX4373 Standard Inspector with Building, Electrical & Plumbing #BN7873 W H Project Manager & Building Offi cial M.T. Causley, LLC, a SAFEbuilt Company 2019 – Present Building Offi cial Village of Oak Brook, IL 2008 – 2019 Building Offi cial City of Countryside, IL 2006 – 2008 Chief Property Inspector Village of Oak Park, IL 2002 – 2006 Housing Rehabilitation Specialist City of Evanston, IL 1998 – 2002 FEMA Habitability Inspector/Field Supervisor Federal Emergency Management Agency 1995 – 1998 President W.H. Hudson & Associates, Inc. Oak Park, IL 1986 – 1998 Business/Facilities Manager W.H. Hudson & Associates, Inc. Oak Park, IL 1985 – 1986 Director of Physical Plant Palm Beach Atlantic College West Palm Beach, FL 1983 – 1984 Director of Physical Plant Trinity College Deerfi eld, IL 1980 – 1983 P E Building Offi cial M.T. Causley, a SAFEbuilt Company Contract with the City of Bushnell, FL Building Offi cial M.T. Causley, a SAFEbuilt Company Contract with the City of Minneola, FL Building Offi cial SAFEbuilt Contract with the Town of Yankeetown, FL Building Offi cial M.T. Causley, a SAFEbuilt Company Contract with the Town of Lantana, FL Building Offi cial M.T. Causley, a SAFEbuilt Company Contract with the Town of Redington Shores, FL M A Member International Code Council W “B” H, CBO, MCP Project Manager Y E Y F I. t e A m r ésumés 586 I-3 E MBA, Business Administration University of Florida Gainesville, Fl BS, Elementary Physical Education University of South Florida Tampa, Fl L C International Code Council (ICC) Commercial Mechanical Inspector Commercial Plumbing Inspector Mechanical Plans Examiner Plumbing Plans Examiner State of Florida Building Code Administrator, Building Code A #BU2154 Standard Plans Examiner with Building, Mechanical & Plumbing #PX4607 Standard Inspector with Building, Residential, Mechanical & Plumbing #BN8042 Residential Plans Examiner #RPX349 Florida Stormwater, Erosion, and Sedimentation Control Inspector Program Qualifi ed Stormwater Management Inspector #46801 W H Building Offi cial/Inspector/Plans Examiner SAFEbuilt, LLC 2024 – Present Building Inspector Universal Engineering Services 2024 VP of Construction Operations Brite Homes 2021 – 2023 Building Inspector SAFEbuilt, LLC 2020 – 2021 Senior Construction Manager Mattamy Homes 2018 – 2019 Construction Manager/Consultant/Sales Representative Various Residential Builders 1991 – 2018 P E Building Offi cial M.T. Causley, a SAFEbuilt Company Contract with the Town of Redington Shores, FL M A Member International Code Council R “R” P, CBO Building Offi cial & Plans Examiner Y E < Y F 587 I-4 L C International Code Council (ICC) Building Plans Examiner Certifi ed Building Offi cial Combination Plans Examiner Commercial Plumbing Inspector Electrical Plans Examiner Mechanical Plans Examiner Plumbing Code Specialist Plumbing Inspector Plumbing Plans Examiner Residential Combination Inspector State of Florida Building Code Administrator, Building Code A #BU1532 Standard Plans Examiner with Building, Electrical, Mechanical & Plumbing #PX2699 Standard Inspector with Residential & Plumbing #BN4448 State of Tennessee Licensed Professional Geologist #5358 W H Plans Examiner SAFEbuilt, LLC 2023 – Present President/Building Offi cial/All Trades Plans Examiner/Professional Geologist Building Division Services, LLC Palm Beach, FL 2016 – 2023 Engineering Coordinator/Water Plant Operations/Water & Sewer Utility Inspections/Permitting Tellico Area Services Systems 2010 – 2015 Building Offi cial/Professional Geologist/Vice President M.T. Causley & M.T.C.I. Private Provider 2005 – 2017 Plans Examiner/Building Offi cial/Professional Geologist Palm Beach County Board of County Commissioners 2001 – 2005 Staff Engineer/Geotechnical & Survey Crew Supervisor/General Contractor/Inspector Cover Engineering, Inc. 1993 – 2001 P E Plans Examiner SAFEbuilt Contract with the City of Orlando, FL Plans Examiner MTCI Private Provider, a SAFEbuilt Company Contract with various commercial clients in Florida D W, PG, CBO Plans Examiner Y E Y F 588 I-5 L C State of Florida Building Code Administrator, Building Code A #BU560 Standard Plans Examiner with Building #PX442 Standard Inspector with Building #BN1015 Miami-Dade Board of Rules & Appeals (BORA) #1319 Roofi ng Inspector, Residential Building Plans Examiner Chief Building Inspector Building Inspector, General Building Offi cial Roofi ng Inspector, Commercial W H Plans Examiner SAFEbuilt, LLC 2013 – Present Owner Nomar Construction Corporation 2008 – 2013 Building Department Liaison Boca Developers 2004 – 2008 Building Offi cial City of Aventura, FL 1996 – 2004 Building Inspector City of Homestead, FL 1992 – 1996 P E Plans Examiner MTCI Private Provider, LLC, a SAFEbuilt Company Contract with the City of Florida City, FL Plans Examiner SAFEbuilt Contract with the City of Cape Coral, FL Plans Examiner M.T. Causley, LLC, a SAFEbuilt Company Contract with the Town of North Redington Beach, FL Plans Examiner SAFEbuilt Contract with the City of Okeechobee, FL Building Offi cial Calvin, Giordano & Associates, a SAFEbuilt Company Contract with the Village of Palmetto Bay, FL N M Plans Examiner Y E Y FNM 589 I-6 E Studies in English and Psychology Prince George’s County Community College Largo, MD L C International Code Council (ICC) #5177842 Master Code Professional Building Inspector Building Plans Examiner Certifi ed Building Code Offi cial Certifi ed Electrical Code Offi cial Certifi ed Mechanical Code Offi cial Certifi ed Plumbing Code Offi cial Combination Inspector Combination Plans Examiner Commercial Combination Inspector Commercial Electrical Inspector Electrical Inspector Electrical Plans Examiner Mechanical Inspector Mechanical Plans Examiner Plumbing Inspector Plumbing Plans Examiner Residential Electrical Inspector State of Florida Building Code Administrator, Standard #BU739 Standard Plans Examiner #PX54 with Building, Mechanical, Electrical, and Plumbing Standard Inspector #BN115 with Building, Commercial Electric, Mechanical, Plumbing, and Residential Electric Certifi ed Building Contractor #CBC1252187 Building Offi cials Association of Florida (BOAF) #2317 Certifi ed Building Offi cial - Department Director W H Building Offi cial & Plans Examiner MTCI Private Provider, LLC, a SAFEbuilt Company 2018 – Present Building Offi cial/Division Manager City of Cocoa, FL 2005 – 2018 Building Offi cial/Florida Division Manager The Weintraub Organization, Ltd. 2004 – 2005 Building Offi cial/Division Manager City of Palm Bay, FL 2001 – 2004 Deputy Building Offi cial/Plans & Permits Supervisor Brevard County, FL 1993 – 2001 P E Building Offi cial & Plans Examiner MTCI Private Provider, LLC, a SAFEbuilt Company Contract with the City of Maitland, FL Plans Examiner SAFEbuilt Contract with the City of Lynn, MA Y E Y F T “S” D, MCP Plans ExaminerSD 590 I-7 E BS, Business/Real Estate Florida International University Miami, FL AS, Business Dade College Miami, FL L C International Code Council (ICC) Commercial Building Inspector State of Florida Building Code Administrator #BU2142 Plans Examiner #PX3914 with Plumbing Standard Inspector #BN6988 with Building and Plumbing Certifi ed Plumbing Contractor #CFC1427790 with Construction Business W H Building and Plumbing Inspector/Plans Examiner SAFEbuilt, LLC 2023 – Present PPL Plumbing Inspector Universal Engineering Sciences Jacksonville, FL 2021 – 2023 Plumbing Inspector City of Jacksonville, FL 2020 – 2021 Plumbing Inspector/Licensed Plan Reviewer SAFEbuilt, LLC Coral Gables, FL 2017 – 2020 Facilities/Licensed Plumber University of Miami Coral Gables, FL 2012 – 2017 State Licensed Plumbing Contractor R.B. Carroll Inc Miami, FL 2001 – 2012 Helper/Mechanic Bluewater Plumbing Miami, FL 2000 – 2001 Helper/Mechanic Mokher Plumbing Coral Gables, FL 1999 – 2000 Helper R.B. Carroll Inc Miami, FL 1997 – 1999 P E Plans Examiner SAFEbuilt Contract with the City of Lake Mary, FL Plans Examiner SAFEbuilt Contract with Okeechobee County, FL Plans Examiner SAFEbuilt Contract with the City of Jacksonville, FL Plans Examiner SAFEbuilt Contract with the City of Sanford, FL Plans Examiner SAFEbuilt Contract with the City of St. Petersburg, FL Plans Examiner SAFEbuilt Contract with the City of Tallahassee, FL Plans Examiner SAFEbuilt Contract with Pasco County, FL Plans Examiner SAFEbuilt Contract with the City of Tarpon Springs, FL Plans Examiner SAFEbuilt Contract with Orange County, FL D C Plans Examiner Y E Y FDC 591 I-8 E Federal Emergency Management Agency (FEMA) FEMA IS 100 Introduction to the Incident Command System FEMA IS 200 Basic Incident Command System for Initial Response FEMA IS 300 Introduction to Continuity of Operations FEMA IS 700 Introduction to National Mitigation Framework FEMA IS 800 Introduction to a National Response Framework FEMA IS 2200 Basic Emergency Operations Center Functions Occupational Health & Safety Administration (OSHA) OSHA 40-Hours L C International Code Council (ICC) Commercial Mechanical Inspector Commercial Plumbing Inspector Mechanical Plans Examiner Plumbing Plans Examiner State of Florida Standard Plans Examiner with Mechanical & Plumbing #PX2757 Standard Inspector with Mechanical & Plumbing #BN5232 W H Plans Examiner SAFEbuilt, LLC 2021 – Present Plan Reviewer Chief Plumbing & Gas Inspection Division Pinellas County, FL 2019 – 2021 Plumbing Inspector/Assistant Chief/Plan Reviewer Pinellas County, FL 2018 – 2019 Plumbing Inspector/Plan Reviewer Pinellas County, FL 2011 – 2018 Service Technician R. Carr Inc. Plumbing Safety Harbor, FL 2009 – 2011 Plumbing Inspector II Pinellas County, FL 2005 – 2009 Plumbing Foreman R. Carr Inc. Plumbing Safety Harbor, FL 1999 – 2005 Plumber Scotto’s Plumbing Largo, FL 1996 – 1999 P E Plans Examiner SAFEbuilt Contract with the City of Tucson, AZ Plans Examiner SAFEbuilt Contract with Yuma County, AZ Plans Examiner SAFEbuilt Contract with the City of Nashville, TN Plans Examiner SAFEbuilt Contract with the State of Arizona Plans Examiner SAFEbuilt Contract with the City of Dallas, TX Plans Examiner SAFEbuilt Contract with the City of Richmond, VA Plans Examiner SAFEbuilt Contract with the Village of Algonquin, IL Plans Examiner SAFEbuilt Contract with the City of Nixa, MO Plans Examiner SAFEbuilt Contract with Rockland County, NY P H Plans Examiner Y E Y FPH 592 I-9 E Coursework in Computer Operations & Networking Florida National University L C International Code Council (ICC) Electrical Plans Examiner State of Florida Standard Plans Examiner with Electrical #PX3714 Standard Inspector with Electrical #BN6683 W H Plans Examiner SAFEbuilt, LLC 2022 – Present Sr. Plans Examiner/Inspections Offi cer Manatee County Bradenton, FL 2017 – 2022 Electrical Inspector Pinellas County Clearwater FL 2014 – 2017 Electrician City of Hialeah, FL 2006 – 2014 P E Plans Examiner Calvin, Giordano & Associates, a SAFEbuilt Company Contract with the City of Cape Coral, FL Building Offi cial & Plans Examiner MTCI Private Provider, LLC, a SAFEbuilt Company Contract with the City of Maitland, FL Plans Examiner SAFEbuilt Contract with the City of Indianapolis, IN Plans Examiner SAFEbuilt Contract with the City of Jacksonville, GA Plans Examiner Calvin, Giordano & Associates, a SAFEbuilt Company Contract with the City of Lynn, MA Plans Examiner SAFEbuilt Contract with the City of Okeechobee, FL Plans Examiner SAFEbuilt Contract with the City of Tucson, AZ Plans Examiner SAFEbuilt Contract with the City of Wheeling, WV Y I Plans Examiner Y E Y FYI 593 I-10 E Air Conditioning Apprenticeship United Association Air Conditioning & Refrigeration Pipefi tters Local 725 L C International Code Council (ICC) Commercial Electrical Inspector Mechanical Plans Examiner State of Florida Standard Plans Examiner with Mechanical #PX1860 Standard Inspector with Electrical & Mechanical #BN1215 Miami-Dade & Broward Counties Journeymen Mechanical General General Mechanical Master W H Mechanical Plans Examiner SAFEbuilt, LLC 2023 – Present Mechanical/Commercial Electrical Inspector NOVA Engineering Environmental 2020 – 2023 Mechanical/Electrical Inspector Absolute Civil Engineering Solutions, LLC 2019 – 2020 Mechanical Inspector/Plan Reviewer M.T. Causley, LLC, a SAFEbuilt Company 2015 – 2019 Account Manager Hill York Air Conditioning Services & Energy Solutions 2014 – 2015 Chief Operating Engineer CB Richard Ellis 2012 – 2013 Lead Service Engineer CB Richard Ellis 2010 – 2012 Qualifi er/Owner Jorge Valido Air Conditioning & Refrigeration, Inc. 2002 – 2012 Facilities Chief Engineer Jones Lang LaSalle Americas 2008 – 2010 Chief Mechanical Inspector and Plans Examiner Luis Aguirre Consulting Engineer P.A. 2008 Mechanical Inspector/Plans Processor Miami Dade County: Building Department 1993 – 2002 Combat Medical Specialist, Rank E-3 U.S. Army 1980 – 1983 P E Plans Examiner SAFEbuilt Contract with the City of Decatur, GA Plans Examiner SAFEbuilt Contract with the City of Lavonia, GA Plans Examiner SAFEbuilt Contract with the City of Tucson, AZ Plans Examiner SAFEbuilt Contract with the City of New Orleans, LA Plans Examiner M.T. Causley, a SAFEbuilt Company Contract with the City of Minneola, FL Plans Examiner Calvin, Giordano & Associates, a SAFEbuilt Company Contract with Osceola County, FL Plans Examiner SAFEbuilt Contract with the City of Avondale Estates, GA Plans Examiner SAFEbuilt Contract with the City of East Point, GA Plans Examiner SAFEbuilt Contract with Stephens County, GA Plans Examiner SAFEbuilt Contract with the City of Dillard, GA Plans Examiner SAFEbuilt Contract with the City of Lilburn, GA J V Plans Examiner Y E Y F E-S B U.S. A V 594 I-11 E BS, Civil Engineering Florida International University Miami, FL L C International Code Council (ICC) Residential Building Inspector Residential Combination Inspector Residential Electrical Inspector Residential Mechanical Inspector Residential Plumbing Inspector State of Florida Professional Engineer, Civil #72695 Standard Inspector with Residential #BN8533 W H Plans Review Engineer M.T. Causley, a SAFEbuilt Company 2021 – Present Project Estimator/Project Engineer/Assistant Project Manager GT McDonald Enterprises Plantation, FL 2004 – 2021 Graduate Structural Engineer Beicker Martinez Engineering San Antonio, TX 2003 – 2004 P E Plans Examiner M.T. Causley Contract with Islamorada, Village of Islands, FL Plans Examiner SAFEbuilt Contract with the City of Okeechobee, FL Plans Examiner SAFEbuilt Contract with Volusia County, FL T “A” O, PE Plans Examiner Y E Y F E-S BAO 595 I-12 E BS, Construction Management Utica College of Syracuse University L C International Code Council (ICC) Building Code Specialist Building Inspector Building Plans Examiner Certifi ed Building Offi cial Coastal and Floodplain Construction Inspector Commercial Building Inspector Fire Plans Examiner Residential Building Inspector Residential Combination Inspector Residential Electrical Inspector Residential Mechanical Inspector Residential Plumbing Inspector State of Florida Building Code Administrator, Building Code A #BU1797 Standard Plans Examiner with Building #PX3174 Standard Inspector with Building, Coastal Construction & Residential #BN6197 Residential Plans Examiner #RPX238 Association of State Floodplain Managers Certifi ed Floodplain Manager (CFM) W H Plans Examiner Calvin, Giordano & Associates, Inc., a SAFEbuilt Company 2022 – Present Assistant Building Offi cial City of Clearwater FL 2016 – 2022 Plans Examiner City of Clearwater FL 2013 – 2016 Building Inspector City of Clearwater FL 2009 – 2013 Weights and Measures Inspector Town of Barnstable, MA 2008 – 2009 Building Inspector City of Clearwater FL 2007 – 2008 Superintendent/Carpenter Tom Ward Builders Storrs, CT 1994 – 2007 Project Manager/Technician Environmental Products and Services Syracuse, NY 1994 Unit Manager Tanknology, Inc Austin, TX 1992 – 1994 Carpenter Tom Ward Builders Storrs, CT 1987 – 1992 P E Floodplain Manager/Plans Examiner Calvin, Giordano & Associates, a SAFEbuilt Company Contract with the City of Cape Coral, FL Plans Examiner Calvin, Giordano & Associates, a SAFEbuilt Company Contract with the Village of Indian Creek, FL Plans Examiner SAFEbuilt Contract with the City of New Orleans, LA Plans Examiner SAFEbuilt Contract with the City of Wheeling, WV Plans Examiner SAFEbuilt Contract with Volusia County, FL M A Member Building Offi cials Association of Florida (BOAF) Member Association of State Floodplain Managers Member Florida Floodplain Managers Association Member Suncoast Chapter of the BOAF D R, CBO, CFM Plans Examiner Y E Y FDR 596 I-13 E A/C and Refrigeration Technician Certifi cate Apex Technical Institute L C International Code Council (ICC) Commercial Electrical Inspector Electrical Inspector Electrical Plans Examiner Residential Building Inspector Residential Combination Inspector Residential Electrical Inspector Residential Mechanical Inspector Residential Plans Examiner Residential Plumbing Inspector State of Florida Standard Inspector with Electrical Inspector and Residential #BN7100 Standard Plans Examiner, Electrical #PX4100 Certifi ed Electrical Contractor #EC130005190 W H Plans Examiner SAFEbuilt, LLC 2021 – Present Interim Chief Electrical Inspector North Miami Building Department 2018 – 2021 Electrical Contractor BSD Electric Contractor Inc. 2007 – 2018 Electrical Contractor United Electric 2006 – 2007 Electrical Contractor American Electric 2004 – 2006 P E Plans Examiner SAFEbuilt Contract with Manatee County, FL Plans Examiner SAFEbuilt Contract with Shippensburg Borough, PA Plans Examiner SAFEbuilt Contract with North York Borough, PA Plans Examiner SAFEbuilt Contract with the Town of North Redington Beach, FL Plans Examiner SAFEbuilt Contract with the City of Indianapolis, IN Plans Examiner SAFEbuilt Contract with Cumberland Township, PA Plans Examiner SAFEbuilt Contract with Blair Township, PA Plans Examiner SAFEbuilt Contract with Gettysburg Borough, PA Plans Examiner SAFEbuilt Contract with West St. Clair Township, PA Plans Examiner SAFEbuilt Contract with East Vincent Township, PA Plans Examiner SAFEbuilt Contract with Chambersburg Borough, PA Plans Examiner SAFEbuilt Contract with Barwick Township, PA Plans Examiner SAFEbuilt Contract with Southampton Township, PA Plans Examiner SAFEbuilt Contract with Jenner Township, PA Plans Examiner SAFEbuilt Contract with Abbottstown, PA J B Plans Examiner Y E Y FJB 597 I-14 E BS, Construction Management Everglades University L C International Code Council (ICC) Building Inspector Certifi ed Building Offi cial Combination Inspector Commercial Building Inspector Commercial Combination Inspector Commercial Electrical Inspector Commercial Mechanical Inspector Commercial Plumbing Inspector Electrical Inspector Electrical Plans Examiner Mechanical Code Specialist Mechanical Inspector Mechanical Plans Examiner Plumbing Inspector Residential Building Inspector Residential Combination Inspector Residential Electrical Inspector Residential Mechanical Inspector Residential Plumbing Inspector State of Florida Building Code Administrator, Building Code A #BU2018 Standard Inspector with Building, Electrical, Residential, Mechanical & Plumbing #BN6542 Standard Plans Examiner with Electrical & Plumbing #PX3515 Residential Plans Examiner #RPX363 Certifi ed Electrical Contractor #EC13006841 W H Combination Building Inspector SAFEbuilt, LLC 2024 – Present Code Compliance Manager ECS Limited LLC Tampa, FL 2023 – 2024 Code Compliance Manager Universal Engineering Sciences LLC Rockledge, FL 2018 – 2022 Electrical/Mechanical Inspector City of Plant City, FL 2014 – 2018 Owner JBM Electric LLC Brandon, FL 2008 – 2014 Electrician Advance Electric Dover, FL 2001 – 2008 P E Building Inspector Various SAFEbuilt and M.T. Causley Private Provider Contracts in Orlando, FL and Polk County, FL M A Member International Code Council J “J” M, CBO Building Code Inspector Y E < Y F 598 I-15 E Masters Coursework in Project Management University of South Australia BS, Building Construction Management University of North Florida L C International Code Council (ICC) Building Inspector Commercial Building Inspector Commercial Mechanical Inspector Commercial Plumbing Inspector Mechanical Inspector Plumbing Inspector Residential Building Inspector Residential Combination Inspector Residential Electrical Inspector Residential Mechanical Inspector Residential Plumbing Inspector State of Florida Standard Inspector with Building, Residential, Mechanical & Plumbing #BN9146 Home Inspector #HI16747 W H Building Inspector SAFEbuilt, LLC 2024 – Present General Contractor DLZ Construction Inc Ponte Vedra, FL 2015 – 2024 Construction Manager Corner Lot Properties LLC Jacksonville, FL 2011 – 2014 General Contractor DLZ Construction Inc. Ponte Vedra, FL 2007 – 2011 General Contractor Big Gator Construction, Inc Jacksonville, FL 2007 – 2011 Assistant Superintendent Dara Construction, Inc Ponte Vedra, FL 2004 – 2007 General Contractor Steven’s Masonry, Inc St. Augustine, FL 1998 – 2004 General Contractor Winell Carpentry, Inc Jacksonville, FL 1995 – 1998 General Contractor J&J Tile, Inc Ponte Vedra Beach, FL 1992 – 1995 General Contractor Sun Electric, Inc Jacksonville, FL 1990 – 1992 General Contractor British Masonry, Inc Atlantic Beach, FL 1987 – 1990 P E Building Inspector SAFEbuilt Contract with the Town of Yankeetown, FL Building Inspector SAFEbuilt Contract with the Town of Redington Beach, FL Building Inspector Various SAFEbuilt and M.T. Causley Private Provider Contracts in Orlando, FL and Polk County, FL M A Member International Code Council L D Building Code Inspector Y E Y FLD 599 I-16 E Carpentry Apprenticeship United Brother Hood of Carpenters L C State of Florida Standard Inspector with Building, Coastal Construction, Residential, Mechanical & Plumbing #BN8170 Standard Plans Examiner with Building & Plumbing #PX4677 W H Combination Building Inspector SAFEbuilt, LL 2024 – Present Senior Building Inspector City of Palm Coast, FL 2021 – 2024 Building Contractor Self-Employed Palm Coast, FL 2021 – 2024 Contractor Self-Employed Yardley, PA 2011 – 2021 Carpentry Supervisor United Brother Hood of Carpenters Philadelphia, PA 1995 – 2010 P E Building Inspector Various SAFEbuilt and M.T. Causley Private Provider Contracts in Orlando, FL and Polk County, FL J “J” W Building Code Inspector Y E Y FJW 600 tab J/Appendix Acceptance of Terms 601 J-2 Winter Springs, FL | RFP #01-25-01 TR | Building Code and Plan Review Services j . A cce P tA nce of t erms The M.T. Causley contracts and legal teams have carefully reviewed the solicitation, and we look forward to negotiating a contract with mutually agreeable terms and conditions. We respectfully request minor modifications to the language of the RFP as shown below. refer to:modIfIcAtIon reQuested: Page 10/37 Insurance and Hold Harmless Indemnification To the fullest extent permitted by laws and regulations, Bidder shall indemnify and hold harmless CITY and its consultants, agents and employees from and against all third-party claims, damages, losses and expenses, direct, indirect or consequential (including but not limited to fees and charges of engineers, architects, attorneys and other professionals and court and arbitration costs) to the extent arising out of or resulting from the negligent performance of the Work, provided that any such claim, damage, loss or expenses (a) is attributable to bodily injury, sickness, disease or death, or to injury to or destruction of tangible property other than the Work itself) including the loss of use resulting therefrom and (b) is caused in whole or in part by any negligent act or omission of PROPOSER, any Subcontractor, any person or organization directly or indirectly employed by any of them to perform or furnish any of the Work or anyone for whose acts any of them may be liable, regardless of whether or not it is caused in part by a party indemnified hereunder or arises by or is imposed by Law and Regulations regardless of the negligence of any such party. Page 11/37 Licenses and Permits The PROPOSER shall secure all licenses and permits and shall comply with all applicable laws, regulations and codes as required by the United States, the State of Florida, or by the City of Winter Springs. The PROPOSER must fully comply with all Federal and State Laws and County and Municipal Ordinances and Regulations in any manner affecting the performance of the work. COMMITTED TO THE SAFETY & SUCCESS OF YOUR COMMUNITY 602 CITY OF WINTER SPRINGS BUILDING CODE AND PLAN REVIEW SERVICES RFP #01-25-01 TR REQUEST FOR PROPOSALS From: 5995 S A1a Melbourne, FL 32951 c/o Joe Payne, PE MBA joe@jpiflorida.com/ 813-520-1683 www.jpiflorida.com February 21st, 2025 Submittal: Providing one (1) original, marked as such, three (3) copies, marked as such and one (1) electronic copy of your RFP response to this office by the date and time indicated above. ORIGINAL 603 CITY OF WINTER SPRINGS BUILDING CODE AND PLAN REVIEW SERVICES RFP #01-25-01 TR REQUEST FOR PROPOSALS From: 5995 S A1a Melbourne, FL 32951 c/o Joe Payne, PE MBA joe@jpiflorida.com/ 813-520-1683 www.jpiflorida.com February 21st, 2025 Submittal: Providing one (1) original, marked as such, three (3) copies, marked as such and one (1) electronic copy of your RFP response to this office by the date and time indicated above. COPY 604 JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 1 SECTION A Proposal Form 1 605 606 JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal SECTION B - TABLE OF CONTENTS PAGES A.PROPOSER Information and Acknowledgement Form 1 B.Table of Contents 2 C.Introduction Letter 3-5 D.Qualifications 6-19 E.Other Information 20 F.Cost & Time 21 G.Mandatory Proposal Forms 22 H.Florida State Corporate Filing 23 APPENDIX RESUMES 24 607 SECTION C - INTRODUCTION LETTER February 17th, 2025 City of Winter Springs (CITY) Procurement Department 1126 East State Road 434 Winter Springs, Florida 32708 Request for Proposals Project # RFP #01-25-01 TR BUILDING CODE AND PLAN REVIEW SERVICES To Whom It May Concern, JPI is pleased to present our response to this advertisement. JPI currently holds a contract with 45 agencies in Florida with comparable services. We currently serve the local building departments of Altamonte Springs, Lake Mary, and Lake County government. JPI is 100 percent committed to governmental services, has no private industry clients, and has zero conflicts with the work of this contract. Please let this letter serve as our formal agreement to be bound by the submittal without modifications unless mutually agreed to upon further negotiations between The City and JPI. We have been in business for 15 years and are a 100% Florida Owned company. We hold a Business Tax Receipt in Brevard County. We are qualified under the laws, rules, and regulations of the State of Florida to perform the work required by these contract documents. Our sunbiz.org document number is P10000059808 and Joe Payne, the Owner of JPI, is a Professional Engineer with a PE license of 55751. JPI is financially capable of performing the scope of work required for the project. We certify we maintain a drug- free workplace program compliant with the standards within Florida Statutes § 440.102.JPI has 40 employees and is a licensed corporation in Florida. Company Qualifications Over the last decade, JPI completed approximately 400,000 man-hours of comparable work for this advertisement. A unique reason to continue to select JPI is that JPI already performs the expanded services listed within this current advertisement for 45 agencies in Florida. The main benefit of the local knowledge is PROBLEM SOLVING. This allows JPI to efficiently solve problems provided by the community during the application process. The majority of JPI professionals are multi-disciplined and can perform most of the services listed within this advertisement, within the same day. Also, JPI is highly advanced with remote inspections and plans review. JPI will assist the community with timely virtual inspections, when. JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 3 608 JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 4 approved by the City. Also, JPI has a 24-hour virtual plan review operation and can provide same day and next day reviews for most projects. JPI currently serves as the Building Official for several municipalities. JPI has a competitive operational advantage to servicing the City in this contract with variable service levels. JPI has the capacity to handle low and high volume for the City and has work throughout the area. If the City selects the hourly pay model, JPI is able to handle periods of time with low volume. Also, JPI has surplus capacity to handle high volume. The founder of JPI has over 35 years of construction and engineering experience. He is a multi- discipline engineer well suited for the role of managing this RFP, which is a multi-discipline contract. JPI is the consultant for numerous building departments in the area including City of Lake Mary, City of Altamonte Springs, Lake County, Brevard County, and the City of Palm Coast. The following map depicts as a sample of clients currently served by JPI. JPI has no current private industry clients. 609 JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 5 Joe Payne, PE will be the binding agent and point of contact for this contract. Mr. Payne is a professional engineer with 35 years of experience. He is the President of the company and will be the project manager for this contract as well. JPI is a Florida Owned Corporation and a statewide Professional Service firm. JPI was founded in 2010 after servicing state contracts as a sole proprietor for several years. JPI thanks you again for consideration and we look forward to working with you! Sincerely, Joe Payne, PE, President joe@jpiflorida.com 800-488-1956 610 JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 6 SECTION D - QUALIFICATIONS GENERAL JPI has been in business for 15 years, founded in 2010. JPI is a statewide firm of 40 professionals. Joe Payne is the President and 100% owner. We have projects of similar scope and size with 45 agencies statewide. JPI is familiar with Civic and a variety of similar permitting software platforms. There are several key factors of measurement for the success of our Approach. From our experience, JPI found that the citizen and contractor end user’s needs are best met through four key factors: 1)Safety 2)Consistency. Pass/ Fail rate consistency amongst City and JPI professionals 3) FEMA compliance 4)Quality Control JPI cannot stress enough that Safety in all forms is our priority. JPI is safety focused in all aspects of our work and we support the citizens, City employees, and our employees’ right to safety and the right for a safe work environment. JPI has been fortunate to have zero workers’ compensation claims in our fifteen years of operation. We have no injury related incidents. As such, JPI approaches 140,000 workdays without injury. That is not to say that JPI is not prepared for injury or disaster response. The following is the Executive Summary of the JPI Business Mitigation Plan. JPI executed this plan ten times during our work mainly for named storms: 4 KEY FACTORS Safety Consistency FEMA Compliance Quality Control 611 JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 7 BUSINESS MITIGATION PROJECT PLAN 2025 Organization: JPI Project Lead: Joe Payne Name: President Address: 5995 S A1A, Melbourne, FL 32951 Phone Number: 813.520.1683 Email: joepayneinc@gmail.com/ joe@jpiflorida.com Executive Summary: This document serves as an Executive Summary of our emergency mitigation plan. 1)Safety is first and foremost. Please always follow local emergency response direction. At a minimum, please execute preparedness according to American Red Cross. 2)Please take shelter and evacuate when evacuations occur within 50 miles of your locale. 3) Immediately cease all work when hazardous conditions are present, of any kind. Inform JPI of the end of your shift and whether you require assistance. 4)As JPI is a home-based virtual operation. Report to your home when safety is a concern. Work obligations immediately cease, and you revert to personal safety management. 5)Read emails and text messages for status updates. JPI will provide updates from NOAA and local authorities. 6) After the emergency passes, JPI will inform you of work startup. Do not start to work until you communicate directly with JPI. 7) When returning to work, safety again is first and foremost. When you see unsafe conditions, stop immediately and inform the client of those conditions. 8)Hazard recovery is not immediate so remember that you may see recovery like condition weeks or even months after the incident. Always prioritize your safety. Background: JPI is a professional service company serving Florida with Site/ Civil Engineering, Municipal Services, and State/ Federal services. The company is home based and employees routinely report to client offices. The purpose of this plan is to inform all interested parties that JPI employees are directed to maintain safety first and foremost as a mitigation plan. They are directed to always stop work immediately when encountering a safety issue and prioritize their personal safety. They will report back to their homes for safety and will follow the guidance of local emergency response personnel. Also, they will not return to work until directed by JPI. As JPI is a home-based business, and there is no additional business preparation needed for the individual to mitigate against risk. They can quickly return to their vehicle and drive to their home and resume their personal mitigation plan. Goals and Objectives: The goal of this plan is to enable individuals to increase their level of safety as quickly as possible by removing risk resulting from work items. Once this work item risk is removed, the individual continues to follow the direction of local emergency response personnel. 612 The second key factor of our Approach is Consistency with the Pass/Fail rate of our work for statistical significance to the City employees. This establishes consistency between resources and provides consistency to the citizens of the City. JPI will meet with the City when the rate increases to 85 percent or falls to 75 percent in order to ensure consistency between JPI staff and City staff. As an on-call provider, JPI provided professional services for all trades including electrical, mechanical, building, and plumbing trade professionals. JPI is different from our competitors because of our strong and reliable local presence, our availability of multi-trade staff, and the personal touch of the Owner, Mr. Payne, who will leave the office and assist clients with building inspection, plan review, and building official services. Mr. Payne previously worked on JPI’s Lake Mary, Altamonte Springs, and Lake County contracts. JPI is a 100% Florida Based company with 100% of our employees residing and working in Florida. Our notice period to provide staffing ranges from five minutes to five days. When the City provides five days of notice, JPI will typically serve these requests 100 percent of the time. When the City provides 24 hours of notice, JPI will typically serve these requests 90 percent of the time. When the City calls us in the morning of the day requiring the inspection, we still can meet this request with a 50 percent reliability, by having local staff in Winter Springs and the ability of the Owner Mr. Payne, to leave the office and service contracts “hands-on”. JPI will provide all equipment necessary for this work. JPI employees maintain FBC, NEC, NFPA, ICC and other related code references as they complete their work. Our staffing plan for any vacancies is to utilize staff with prior local experience. JPI also can resource the additional individuals that work on our Winter Springs contract, at any time. JPI is a statewide company with 40 employees that can be resourced at any time for this work. 39 full-time equivalents (FTE’s) can perform building trade inspections. 36 FTE’s can perform plumbing trade inspections. 30 FTE’s can perform mechanical trade inspections. 24 FTE’s can perform electrical trade inspections. For plan review, 30 FTE’s can perform plan review with at least 10 FTEs per trade available (due to multi-trade licensure). JPI has four licensed building officials available for this contract and twenty licensed professional engineers. Joe Payne, PE will be the binding agent and point of contact for this contract. Mr. Payne is a professional engineer with 30 years of experience. He is the President of the company and will be the project manager for this contract as well. JPI is a Florida Owned Corporation and a statewide Professional Service firm. JPI was founded in 2010 after servicing state contracts as a sole proprietor for several years. The municipal service line is the primary source of business revenue for JPI. We look forward to our work with The City. JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 8 613 JPI proposes a WORK Plan unique to the services listed within this RFP. Our WORK Plan will consider all regulatory Codes for this Work Objective. The 2023 FBC, Mechanical, 8th edition will regulate policy for HVAC systems. The 2010 ADA will regulate the ADA inspections along with Accessibility Code. The 2023 FBC including the Existing Conditions Chapter, will regulate building code compliance, doors and hardware, fences, structural aspects of Fireplaces & Chimney, Insulation, Roofing Systems, Seawalls, Docks, and Structural Components. Florida Elevator Code Authority and FBC Chapter 30 (over three stories) regulates elevators. NFPA 70 regulates fire protection and co-regulate NEC 2017 and 2020. ASCE 7-24 regulates wind loads. The Energy Code is an overlapping regulation. Solar Energy Code is regulated in several locations including Chapter 23 of the Residential Code and Chapter 14 of the Mechanical Code, and the Florida Plumbing Code. FBC Chapters 4 and 45 regulate swimming pools and saunas. The Florida Plumbing Code regulates plumbing systems, plumbing and pool heaters, and the Gas Code regulates gas pool heaters. Additional Code considerations within our Operational Plan include NFIP, NPDES, ACOE, FAA47CFR, and FAA107 for the developing Drone technologies for roof inspections. JPI will perform on-site inspections within 24 hours of a request for inspection. JPI will provide 2-hour time windows for their inspections based on a mapped route of their daily assignments based on online mapping software. Inspections involving concrete pours and other phased work will take priority in AM windows. JPI will provide code compliance services to enforce the Florida Building Code. Such services shall include all required paperwork to comply with State of Florida State Statutes and the Code of Ordinances, and preparation for and attending the Special Magistrate hearings. JPI has completed code compliance and structural damage assessment for several clients in Florida. JPI will return customer inquiries within 24 hours through the JPI professionals on assignment. Continuing with this WORK Plan, JPI will input the daily Inspection and plan review. JPI routinely provides code compliance services to enforce the Florida Building Code. Such services shall include all required paperwork to comply with State of Florida State Statutes and Code of Ordinances, and preparation for and attending the Special Magistrate hearings. JPI professionals will utilize individual emails and direct phone numbers to communicate with City constituents. JPI has multi-trade professionals who will review, and process construction plans for issuance of building permits under the Florida Building Code. JPI will enforce other JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 9 614 agency submittals including FEMA, Driveway permit, and FDEP. JPI will maintain records of work conveniently through creating a pdf of the results. JPI will enforce the 50% rule for substantial improvements for FEMA on projects and review and maintain all records required by Federal Emergency Management Agency (“FEMA”) in association with the processing of building permits in the format required by FEMA. JPI will maintain all records and documents in accordance with Public Records Law (Chapter 119, Florida Statutes) and using the current General Records Schedule GS1-SL (For State and Local Government Agencies) which includes the GS6 (For Building Departments). This expands to include code enforcement of hazards, nuisances, and violations. JPI’s multi-trade professionals and licensed engineers will assist in the preparation of the Insurance Services Office (ISO) evaluation for the City. JPI Professionals possess OSHA Level D attire with JPI logo shirts while in the field. In the office, JPI professional will dress business casual with JPI logo shirts. JPI personnel have smart phones with mobile hotspots and Bluetooth for ease of Wi-Fi and platform access. In addition, JPI personnel utilize Ipads which contain training and continuing education software. All JPI Building Code Professionals receive continuing education for license renewals. Engineers receive continuing education bi- annually for license renewals as do Registered Architects. JPI has a digital subscription to the ICC digital library and as continuing education all employees reference a digital subscription of the Florida Building Code in their practice along with the use of ICC code check books. JPI will utilize staff already located and working near the City. Joe Payne is the Project Manager. JPI is a statewide firm staffed with a TEAM ORGANIZATION of 40 professionals. Our company’s operational capacity is 1800 hours per week. Currently, we are running at approximately 1200 hours per week billable which is our current and projected workload. We have up to 600 hours per week of surplus capacity available to service this contract. This is approximately fifteen full time equivalents. We are operating at 66% capacity with 34% availability to support our WORK PLAN. JPI’s EXPERIENCE includes successful and practical work on similar projects. JPI currently serves over numerous similar agencies including City of Lake Mary, City of Altamonte Springs, Lake County, Brevard County, City of Palm Coast, Lee County, Charlotte County, Sarasota County, City of Anna Maria, Glades County School Board, Everglades High School, Okeechobee School Board, Hillsborough County, City of Clearwater, City of Largo, City of Seminole, City of Tarpon Springs, City of Tampa, City of St. Pete Beach, City of Tallahassee, City of Cedar Key and the City of St. Petersburg Beach. JPI has a proven track record of excellent customer service, and the City may contact any of our references to verify the same. JPI will perform the duties of the Plan Examiner and Inspector to accept and review plans, issue permits, perform inspections, issue certificates of occupancy and perform other Florida Building JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 10 615 Code and City Code duties. JPI employees qualified inspectors and plans examiners, most of which are multi-trade and possess over 30 years of EXPERIENCE for our WORK PLAN. JPI possesses key EXPERIENCE for this contract within our TEAM ORGANIZATION. JPI regularly completes both inspection and in-house plan review services, remote plan review services and Building Official services. JPI staff possess several resources to complete their WORK PLAN. JPI has a full access digital subscription to the ICC website which provide digital access to current and prior editions of the Florida Building Code. In addition, our staff possesses handbooks on tablets and smartphones (with mobile hotspots) which provide convenient access to Code references. The TEAM MANAGEMENT of JPI includes a quality control program for new contracts, and staff, which includes mentoring and shadow/ over the shoulder training. Joe Payne, PE is the TEAM PROJECT MANAGER and regularly monitors the pass/fail rate of our inspections. A third key measurement factor of this work is FEMA compliance. FEMA is a key plan review and inspection subject matter that interfaces with ROW, Zoning, Site, Habitat, Environmental, and all services under this RFP. Currently, the City CRS score is a 6/10, and citizens receive a 20 percent discount. Key activities fall under Flood Damage Reduction, however, also consider public information (elevation certificates). The Zoning activities under this RFP dovetail into Mapping and Regulations and Flood Damage Reduction. This begins at the plan review level when the reviewer checks for the FEMA base flood elevation and design flood elevation. FEMA Technical Bulletin 10-01, page 7, Figure 2 is a key resource when reviewing foundation construction in the floodplain. The City floodplain manager provides Map Information Services and Hazard Disclosures to the Community. We presume that under this current RFP, that JPI will interface with hazard disclosures through the ROW field investigation work. JPI utilizes the City GIS system for Flood Protection Assistance and Flood Insurance Promotion. The Zoning and Habitat service under this contract will support Mapping and Regulations. Habitat supports Open Space Preservation. The goal of these efforts develops into Flood Damage Reduction. Floodplain Management Planning is a goal of the Zoning reviews. The ROW services under this contract will support Acquisition and Relocation services discussed within the CRS. Flood proofing is a concept regulated in efforts to provide flood protection. Flood vents, flood proofing materials below the Design Flood Elevation, raising electrical panels to elevations above the DFE, are all examples of Flood Protection activities. Site Inspections will support Drainage System Maintenance. Our services provide support to the City for Warning and Response activities. JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 11 616 A fourth key measuring factor for this work is Quality Control. JPI’s Quality Control process starts with Day 1 for the employee. JPI has a shadowing program, and employees have over the shoulder shadow training for the first two weeks. This is a progressive training approach in which the over the shoulder time decreases daily over the two weeks. Also, we conduct audits of work for employees and randomly have shadow oversight. The employee is informed in the morning that JPI will oversee their work that day and we follow them along their inspection route. For plan review and office work, JPI completes work from Code Review checklists provided by the City or common to the industry. JPI feels that it is best to depict checklists used for our work to emphasize that work. PROPOSER EXPERIENCE JPI has extensive project experience in Building Official, Plans Review, Inspections and Building Code services. JPI has responded to RFPs with a multi-discipline approach numerous times Statewide similar to this form of advertisement. Inspection Services JPI regularly completes residential and commercial inspections. For inspections, we utilize checklists from the ICC and FBC, along with Quality Control documents and County Standard Operating Procedures. The ICC Code Check Book is a handy reference tool to cross reference into the Florida Building Code. As noted, prior in this proposal, JPI has a corporate ICC digital code library subscription. Commercial inspections require a fire inspection prior to approval. MEP inspections are typically a mixed route of commercial and residential inspections. The multi-discipline route requires an Engineer, Architect, or multiple trade licensed inspector. The FBC includes Mechanical and Plumbing Code however, the Electrical Code now follows the NEC 2020. Commercial inspections require a fire inspection prior to approval. Final inspections in Condo Units require hardwire smoke detectors. Water heaters (specifically in-line) shall be rated for the electric panel. Any new ranges in kitchen remodels shall be for residential use and clearances. From our experience, approximately 80 to 90 percent of new construction in City routes are for residential projects. JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 12 617 Roof Inspections at the City consist of several types. For new construction, there can be a roof sheathing inspection, a roof dry-in inspection, and a roof final inspection. For example, on Roof Sheathing Inspections, we check for shiners, poppers, fastener spacing, lumber species and other similar factors. For reroofs there is a roof in progress inspection. About 50% of the roof projects are reroofs and this is split between roof in progress inspections and roof final inspections. For reroofs, the City does not get on to tile roofs, metal roofs, pan roofs, or the 2nd story of a residential roof project. For commercial roofs, the City requires access from the Contractor. Table R803 provides a design basis based on wind speed and exposure category. Dry-Ins are one of three options typically and we evaluate the underlayment installation (peel and stick or felt). Structural Inspections consist of almost any feature, typically masonry, supporting live and dead weight that is not frame. For example, fill cells, Wall lifts, masonry, some docks and seawalls, beams (can be wood), columns, fire damage assessment, and other similar components. These can be partial inspections per floor, or per location, as a project is phased for construction. Electrical Inspections at the City include Rough and Final Electric Inspections for any new feature receiving a supply of electric power within a structure. The most common electrical inspection is a final residential electric panel changeout. Additional typical inspections are for a disconnect, solar PV, generator, most kitchen remodels, fire damage, possible water heater, home rewiring, and commercial signs. At final inspections, we GFCI test receptacles. The Accessory Building inspection is a simple inspection of any structure which is on the same parcel of property as a principal structure and the use of which is incidental to the use of the principal structure. For example, a residential structure may have a detached garage or storage shed for garden tools as accessory structures. A pool house, pergola, or cabana can be an accessory structure. The structure may be pre-fabricated, so a tie-down inspection is required if the accessory structure does not contain a foundation. The accessory structure is considered non- living space. Fence inspections will inspect the alignment of the fence and gate with respect to the plans. Fences should face out with the back rails visible. Certain municipalities have fence ordinances which the Inspector should familiarize themselves with at www.municode.com. Commercial signs consist of wall mounted, ground mounted, and structural mounted signs. JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 13 618 Irrigation inspections check for the grounding of the power box and the conformance with design plans and building code. Swimming pool inspections consist of several inspections such as pool bond, electric bond, niche, steel, static water, pressure, and final inspection. The minimum pool pipe pressure is 35 psi for example. The final inspection for a pool is a life safety inspection in which the inspector would inspect door/ window alarms. Chapter 45 of the FBC discusses swimming pools. This contract includes a few inspections not specifically mentioned in the scope. Final Inspections for cell towers require access to the tower. Also, the Inspector needs to check for uniformity in the construction material. JPI has experience with designers of cell towers changing the material of the upper 1/3 of the cell tower during construction without a plan revision. Several times, JPI failed cell tower inspections for this reason. In addition, this scope will include damage assessment for structural damage such as fire or vehicle collision. Plans Review JPI will utilize standard ICC and in-house checklists to complete plan reviews. We will reference applicable Building Code sections with our comments. JPI is able to complete remote plans review including overnight plan review. JPI will review Occupancy, Use, Construction Type and and other factors in our reviews. We are able to complete both residential and commercial plan reviews. We have completed reviews of high rise residential and commercial buildings, mixed use, educational, and most facility types specified within the Building Code. Building Official JPI currently provides Building Official services for numerous agencies statewide. We tend to perform these services for clients with large areas of Special Flood Hazard areas, so are familiar with the same. Our CBOs routinely complete Stop Work Orders, Unsafe Structures Designations, Certificate of Occupancy, Temporary Certificate of Occupancy, Notices of Violations and if necessary non-criminal citations. JPI can also provide a Deputy Building Official should the municipality population exceed threshold for the same. Permit Technicians Our support services include permit completeness, fee formulation, certificate of occupancy issuance and related services. This contract will include additional permit technician work not specifically listed with the Scope of Work. The daily public demand for express permits and private provider permits is steady and increasing. JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 14 JPI has Special Magistrate and deposition experience 619 JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 15 JPI completes Code Enforcement and Site Inspections for clients. JPI has completed Site Inspections for Public Works Departments. This includes environmental inspections, tree inspections, driveways, silt fence, and landscaping. JPI personnel entered our results in tablets. Our typical tasks included notices for unlicensed activity, non-permitted residential activity, Owner- Builder work by commercial owners, aesthetics, use violation, and related code enforcement issues. Engineering Services – ROW Use Permit JPI serves several municipalities in support of ROW Use Permits. Construction permit applications must apply for ROW use to connect the driveway from their project to the road for access. ROW Use can also involve environmental, utilities and other Departments. JPI completes ROW Use permit inspections for several clients including driveway inspections. One of these clients is the City of Palm Bay. JPI initially provided services to their Building Department and these services have since expanded to serve their Public Works Department. During our inspections, we follow JPI checklists and review the following items: 1) Compare pre and post construction condition via Photos 2) Check for gap between new apron and existing asphalt. Repair required for wider than two inches 3)Minimum asphalt repair width of two feet. 4) Sod below edge of pavement 5) Must use hot mix asphalt in ROW. 6) Check for compaction, raveling is unacceptable. 7)Tape seal seams with 450 degree rated crack sealant. 8) Driveway apron consistent with plans 9)Verify concrete pavement crack joints 10) Check culvert condition 11) Confirm sediment control/ barriers 12) Confirm cleaning of any construction washout 13) Walk sidewalk and mark unlevel areas (paint) 14) Yard drains have positive drainage 15) Slopes per Ordinance and Specifications 16) Illegal dumping 17) Portable toilet removed 18) Dumpster removed JPI has Code Enforcement Experience 620 JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 16 TEAM EXPERIENCE A unique reason to continue to select JPI is that JPI routinely performs Building Official, plan review, and inspections at numerous agencies. The main benefit of the current knowledge is PROBLEM SOLVING. This allows JPI to efficiently solve problems provided by the community during the application process. JPI achieves problem solving through multi-disciplinary staffing who cross train and communicate observations and intelligence through a variety of JPI and client platforms. The fluid sharing of this knowledge provides on the spot, and immediate benefits to the community. In addition, JPI has a Quality Improvement program which shares knowledge across JPI communication platforms. The ability to apply this prior knowledge immediately to work is invaluable to the City. JPI staff focuses on the problem at hand with an open mind to collect as much information as possible, to make the most educated and logical decision for our clients. The founder of JPI has over 30 years of construction and engineering experience. He is a multi- discipline engineer well suited for the role of managing this RFP, which is a multi-discipline contract. Mr. Payne has field and office experience. JPI is a statewide company with statewide resources, however at its core, JPI employees share the commitment of the President of the company to serve clients, which is service. As needed, the President of JPI commits to completing this work, and Mr. Payne will complete field work as needed to support the effort. The JPI logo on the following map provides a visual layout of our current municipal clientele. JPI is 100% committed to governmental services JPI’s problem solving is invaluable on a daily basis. 621 JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 17 622 JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 18 The following summarizes our professional licensure for available staffing for this contract: The following is an organizational chart for this contract: JPI DBPR Years Exp Joe Payne FLPE55751 30 Jorge Cedeno BN4702 - Building 35 Jack McCabe BN4613 50 Jason Steele FLPE69234 20 Cory Brockett FLPE74677 20 Doug Walton AR0007045 50 Greg Martin BN3947, PX1848 40 Andrew Mareno AR96338 20 Eddie Page FLPE69045 30 Pete Swarr FLPE44159 40 Ezz Elgayar BN6415 40 Robert Bryce PX2783 45 Scott Seigel FLPE60980 30 Luke Curtis RPX279, PX3717, BN6614, BU1975 (all trades less plumbing)30 Andrew West FLPE60301 30 Dan Folwell BN6927 40 Rick Hoepner FLPE23319 50 Ryan Ferry BN6617 15 Mark Thornbloom FLPE50107 35 Jon Thomas BN7125 15 Kevin Singley PX3601, BN4798, BU1872 30 Micheal Tew PX2675, BN5003 30 Julie Daniels BN7825 30 Tony Murphy AR100424 35 Howard Dietz BN5783 35 Brian Reed FLPE 60228 40 Mark Gillette FLPE48085 35 623 JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 19 CONCLUSION We look forward to serve the City. JPI has highly qualified local staff available from local contracts to serve you. The City may contact our local clients for reference. JPI commits to immediately start this project and the JPI President, Mr. Payne, will personally complete the work if necessary. CONCLUSION JPI has highly qualified local staff available from local contracts to serve you 624 625 JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 20 SECTION E - OTHER INFORMATION JPI is a multi-discipline professional service company. Our other services include planning and zoning services, city engineering, floodplain management, permit technician, administrative, permitting, and expert witness services. 626 JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 21 SECTION F - COST AND TIME See our Exhibit B. Thank you 627 628 JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 22 SECTION G – MANDATORY PROPSAL FORMS See our FORMS 629 630 631 632 633 634 635 636 637 638 639 640 641 642 643 644 645 646 647 648 649 JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 23 SECTION H– FLORIDA STATE CORPORATE FILING 650 JPI COA 29882 – 5995 S A1A, Melbourne FL 32951 – 800-488-1956– joe@jpiflorida.com Civil Engineering • Municipal • Federal 24 APPENDIX RESUMES 651 Joseph Payne PE, MBA Curriculum Vitae Credentials Professional Engineer Florida License #55751 Georgia License #33995 Delaware License #15439 (inactive status) Corporate Office 5995 S A1A Melbourne, FL 32951 Mailing Address 16057 Tampa Palms Blvd. , #242 Tampa, FL 33647 Phone Cell: 813.731.1501 Internet E-mail:joe@jpiflorida.com Education Masters of Business Administration University of South Florida, Tampa, Florida Bachelor of Science in Civil Engineering Drexel University, Philadelphia, Pennsylvania Graduate studies (Geotechnical Engineering- 1998) New Jersey Institute of Technology, Newark, New Jersey Continuing Education: Florida Department of Financial Services (Neutral Evaluation) –2013 Florida Department of Financial Services (Mediation) - 2014 Florida Civil Circuit Court Mediator - (Pending 2014) 1802 Wind Hazard Mitigation Training – April 2011 Advanced MOT Work Zone – 2005 Amtrak Contractor Safety Training - 1999 OSHA 40 Hour Hazwoper – 1997 ________________________________________________________________________ Professional Associations Florida Board of Professional Engineers, Case Reviewer Hillsborough County Plumbing Board of Adjustment, Appeals and Examiners (Engineer) Hillsborough County Land Use Appeals Board (2009-2010) Westchase Association Board of Directors (2007-2009) 652 Areas of Concentration Municipal Services Quality Assurance and Control Manager General Civil/ Site Engineering Public Sector Market Development Environmental Resource Permitting Pond Siting Reports D.O.T. Drainage Connection Permits Public Meetings ________________________________________________________________________ Professional Experience Joe Payne Inc., Tampa, FL 2009-current President President of a full service civil engineering firm. Owner and Principal-In-Charge of three service lines (Municipal Service Line, Civil/Site Engineering, and State/ Federal). Consultant for thirty-five municipalities in the State of Florida. Provide professional opinions and consultation. Within the Municipal Service Line, common activities include Interim Building Official coverage, Residential and Commercial plan review (office and remote), and Residential and Commercial Inspector (paper based and tablet). Quality Control Officer for JPI. Consultant for the Florida Board of Engineers. Complete plan reviews and provide professional opinions for complaint cases involving building code, sinkhole, site plans, inspections, and related professional activities. Provide professional opinions. Consultant for the Florida Department of Financial Services. Engineering and Financial Management consultation. Completed neutral evaluation for Department of Financial Services for sinkhole loss verifications and remediation methods. Cases in Hillsborough, Hernando, Pasco, Highlands, and other counties throughout Florida. Louis Berger Group, Inc., Florida Statewide, 2013-2014 Special Consultant – Contract Role Consultant for Louis Berger Group Florida Statewide marketing and business development pursuits. Project Manager for several Design-Build pursuits with a large international Design-Build contractor in South Florida. Project Manager for pursuits along SR 826 and HEFT. Proposal Manager for the Louis Berger team on the I-4 Ultimate P3 project. Proposal Manager for the Interstate Program Manager pursuit and Emergency Response General Consultant pursuits for FDOT. Greenhorne & O’Mara, Clearwater, FL 4/08 to 8/09 Project Director Worked as a Project Manager and Technical Director for a nationally ranked general civil and transportation consulting firm located in Tampa Bay. Project Manager for professional service contracts in the one million to three million dollar range. Won the 653 Hillsborough County TTF-2a contract at Broadway and Falkenburg which was the first Hillsborough County public works contract at the office. Closed FDOT Design-Build contracts for work in FDOT 2. Brought in construction permitting and dewatering contracts for work in Collier County. Set-up teaming agreements for contracts for FDOT Design-Build projects and shortlisted on D4 work. Project Director for Hillsborough County Public Works contracts. Assists the Office Manager in reaching $2.5 million dollar sales goal for public sector clients, primarily City, County, and alternate bid FDOT projects. Corporate restructuring led me to pursue a new home to continue my career. References: Matt Fabrizio (Frmr. Project Manager), 727.423.0202 TY Lin, Inc., Tampa, FL 7/05 to 4/08 Associate/ Project Manager Project Manager and Technical Lead Drainage Engineer for the Tampa Business Unit of an international structural and transportation engineering firm. Won the Hillsborough County General Civil Service contract for the office. Brought in several FDOT 1 DEMO assignments under prior contracts. Shortlisted on several Districtwide Drainage contracts and invited by FDOT 1 to present for them at the 2007 FICE conference. Project Manager for DOT reconstruction and County intersection improvement projects. Senior Drainage Engineer on multi-lane widening, new construction, and reconstruction highway projects. Engineer of Record for engineering work associated with Water Management District permitting of stormwater management facilities. Responsible for conformance to the FDOT Drainage Design Policy and the State of Florida regulatory standards and statutes. Senior Quality Control and Quality Assurance official for the Tampa Business Unit’s Roadway Drainage Design activities. Represent clients at formal and informal Public Meetings. Reference: John Darling (Frmr. Office Manager) 813.205.4623 American Consulting Engineers of Fla, Inc., Land O’ Lakes, FL 4/04 to 7/05 Senior Drainage Engineer/ Project Manager Statewide Drainage Engineer for a national transportation engineering firm. Senior Drainage Engineer on multi-lane widening, new construction, and reconstruction highway projects. Engineer of Record for work associated with Water Management Districts. Project Manager for City and County municipal projects with construction costs under one million dollars. Represented clients at formal and informal Public Meetings. Pursued and won several CDD contracts. Considered ownership opportunities until TYLIN approached me with a more affordable stock ownership plan. Reference: John Kilgore (Office Manager) 813.927.0061 Coastal Engineering, Inc., Brooksville, FL 3/03 to 4/04 Assistant Director Assistant Director for a privately owned site and civil engineering firm. Won and closed approximately an average of $25-50k of contracts per week with private clients during a very “hot” development market. Directed a 15 member technical staff completing residential and commercial construction plans for private developers. Engineer of Record for engineering work associated with Water Management District permitting, DOT Drainage Connection Permits, DOT Driveway Connection Permits, DOT Utility Permits, DOT R/W Permits, and DOT Access Management Connection Permits. Represented clients at Public Meetings. 654 Reference: Tom Mountain (Office Manager) 352.796.9423 Florida Department of Transportation, Tampa, 9/01 to 3/03 Assistant District Drainage Engineer Worked as a Lead Permit Official for D.O.T. Drainage Connection Permit Reviews. Senior Engineer for engineering services completed by the Department for public services. Represented the State at formal and informal Public Meetings. Engineer of Record for engineering work associated with Water Management District permitting of stormwater management facilities. Reference: Dwayne Kile (Frmr. Office Manager), 727.572.7111 Dames & Moore/ URS, Inc., Tampa, 7/00 to 9/01 Senior Drainage Engineer Received an opportunity for a full time position at Dames & Moore. Engineer of Record for Roadway Drainage Engineering services on public transportation projects. Engineer of Record for engineering work associated with Water Management District permitting of stormwater management facilities. Reference: Matt Fabrizio (Frmr. Project Manager), 727.423.0202 System One - 6/99 to 7/00 Contract position – Drainage Engineer Designer and Engineer for roadway drainage consultation on public transportation projects. Designer and coordinator for engineering work associated with Water Management District permitting of stormwater management facilities. Reference: Kevin Knudsen (Office Manager), Rob Garrigues (Frmr Supervisor) 813.289.5550 Frederic R. Harris, Inc., Philadelphia, PA 8/98 to 6/99 Civil Designer Relocated back to Philadelphia to work for a major transportation company. Civil and Transportation Designer for a national transportation and public infrastructure engineering firm. Stormwater Management Design on road widening projects. Reference: Timothy Gunner (Former Department Manager) McNally Engineering. Oakland, NJ 4/97 to 8/98 Project Manager Brown Caldwell was in the process of acquiring Eckenfelder. Pursued a management opportunity with McNally Engineering for job stability. Managed the design of small site and civil engineering service contracts. Coordinated environmental permits for these activities. Reference: Mike McNally, Owner Eckenfelder/ Brown Caldwell, Inc., Ramsey, NJ 8/95 to 4/97 Project Designer Civil and Environmental Designer for a waste management division of a national environmental engineering firm. Completed a six month construction quality assurance assignment for a groundwater pump, treat, and reinjection system. Reference: Mike Monteleone (Former Office Manager) 655 Kevin Singley 901 E Midway Rd. Fort Pierce, FL 34982 772-618-0449 Kevin.singley@yahoo.com Building Code Professional Accomplished and integrity driven construction professional offering over 30 years' experience as a contractor, inspector, plans examiner, and building official. Recognized as a savvy leader with strengths in construction processes, defining and implementing continuous improvement strategies. 08/2020-Present JPI Palm Bay/ Fernandina Beach FL/ Okeechobee Plans Examiner/ CBO Performs remote and in-house multi-trade plans examination. Performs Temporary CBO coverage for Fernandina Beach and Okeechobee School Board.03/2018 - 08/2020 UNIVERSAL Building Inspection department manager Managed a department of Threshold Inspectors, Building code Inspectors, Plans examiners, and Building Code administrators. Performed private provider inspections and plan review. Developed relationships with new clients and maintained relationships with existing clients. Supervised business development managers and office staff. Held monthly budget meetings and reported to senior vice president of company. Safebuilt LLC – South Florida 01/2016 - 03/2018 Building Official, Plans Examiner, Inspector Performed the duties of Building Official, Plans examiner, and Inspector for multiple clients. Most time was spent between our Okeechobee and highland beach accounts but I was sent to dozens of municipalities on temporary a basis and perform all the above duties. St. Lucie County BOCC – Fort Pierce, FL 06/2015 - 01/2016 Inspector Performed daily inspections Indian River BOCC – Vero beach, FL 08/2014 - 06/2015 Inspector Performed daily inspections 656 St. Lucie County School District – Fort Pierce, FL 03/2002 - 08/2014 Inspector Conducted daily Building Code Inspection, Fire inspections, and fire Plan review. Also served as the owner’s rep, supervising contractors and design professionals Licensures and Professional Development State of Florida department of business and Professional regulation Certifications: ( ALL Active) Building Code Administrator Standard Inspector – Building, Electrical, Mechanical, Plumbing, 1&2 Family Dwelling Standard Plans examiner – Building, Electrical, Mechanical, Plumbing State of Florida Fire Marshal Certifications: (not Active) Fire Inspector I Fire Plans Examiner Education Fort Pierce central High School – 1989 Graduate U.S. Army Ordnance School – 1991 Graduate Florida State Fire College – 2004-2008 Military Service U.S. Army National Guard 1991 -1994 Honorable Discharge - Enlistment time served 657 ANDREW THOMAS MANERO 1113 Blossom Drive Sebastian, FL 32958 ph 561 901 3513, email: atmanero@gmail.com OBJECTIVE Collaborate with a team to promote Education & Awareness through the built environment. CERTIFICATIONS Registered Architect, AR96338 Interior Designer, ID6107 LEED BD+C EXPERIENCE JPI- JOE PAYNE INC., Plans Reviewer/ Building Inspector, August 2017-Present Residential & Commercial Building Plans Reviewer (In-House) and Building Inspector In-house Plans Reviewer for St. Lucie County and a Treasure Coast Municipality. Commercial plans examiner for JPI for projects multi-story commercial projects and other forms of commercial projects. Review Permit Documents, Permit Applications, & Notice of Commencement on site. Apply knowledge of Building Code in field to built conditions. Verify construction is compliant with Project Documents and Building Code UMBER ARCHITECTURE LLC, President, 2013-Present Residential & Commercial Project Architect Prepare Construction Documents for Submission to Authority Having Jurisdiction Review Plans submitted by Engineers, Consultants and Contractors Meet with Building Official and Plan Reviewer’s to walk-through Complex projects Verify project is in compliance with the Construction Documents during Construction Projects: Stratford Arms- 10,000 square foot Condominium Communal Area Renovation, Boca Raton, FL Pure Vie- 1,500 Square Foot Spa & Yoga Studio Build-Out, Sarasota, FL Bowen Residence- New 5,000 Square Foot House in Lighthouse Point, FL Kathy’s House- New 3,200 Square Foot House in Delray Beach, FL Cohen Residence- 4,000 Square Foot Condominium Renovation in Boca Raton, FL Kukes Residence- 5,300 Square Foot Condominium Renovation in Boca Raton, FL Convissar Residence- Residential Addition Swanson Residence- Residential Site Plan Equestrian Way- Residential Remodel & Addition LEIGHTON DESIGN GROUP, 2013-Present Residential & Commercial Interior Design Reviewed Plans and Construction Documents for ADA and Building Code Compliance. Project Management, Project Design, Drafting, Scheduling, Construction Administration. Review General Contractor’s Bids, for completeness. 658 A NDREW T M ANERO , A RCHITECT , Owner, 2012-2013 Residential & Commercial Architecture Lupa Shoes- Retail renovation & re-branding Programming: Analyzed display & storage requirements, created options for new store image Design Development: Created new floor plan, lighting layout, and display systems within budget Construction documents: Prepared bid documents, & permit sets Ortega Lane- High-end residential design/build Reviewed design concepts with owner & implemented into working drawings Interviewed contractors, reviewed qualifications & bids Created construction documents for city Supervised construction, motivated contractors to meet deadlines RENEWABLE LIVING INC , General Manager, 2011-2013 High End Interior Design/Build, Custom Fabrication & Installation Manage general operations, systemization, finances, payroll, and insurance, create marketing material Generate leads, convert to sale, and close deals Estimate project costs, negotiate buy-outs, purchase materials, and coordinate installations Supervise the design & construction teams WEST ARCHITECTURE, Project Manager, 2010 Architecture & Construction Met project budget and time schedule Managed Construction Documents, Engineer Coordination, & Estimating. Design/Build: Plan & implement fluidity of drawings for construction to minimize changes. Historic Renovations: Synchronized notes on drawings to accommodate Historic Society &, Archeological requirements with modern construction methods. Created marketing packages for RFP’s BALFOORT FINNVOLD ARCHITECTURE, Project Manager, 2007-2010 Architecture Coordinated construction documents with owner, consultants, & city reviewers LEED Projects: Documented and managed LEED Templates Estimated and analyzed costs of materials, systems and finishes Edited and assembled the Project Manual and Specifications Custom Homes: Met with homeowners to, present select finishes and approve drawings, make sure the homeowner understood the drawings and was always satisfied Created and presented 3d walkthroughs with selected finishes to homeowners Completed projects on schedule in accordance with Housing Department requirements and secure perm it from the Building Department Contract Administration: Lead pre-bid & pre-construction meetings, observed job sites during construction administration, and approved pay applications Addressed and problem solved building issues during construction GLAVOVIC STUDIO INC, Project Manager, 2005-2006 Architecture, Urban Planning Site Feasibility Report for Miami Beach: Systematically investigated site conditions, and current user groups Developed conceptual design based on City Master Plan Investigated precedents and interviewed potential users for a skate plaza 659 Compiled findings into a final document and Power Point presentation Client extended contract for further consideration of project ARCHITECTURAL DIMENSIONS, Drafter, 2004-2005 Architecture Retail Stores: Gap Inc/ Old Navy/ Banana Republic Worked with the project team to complete construction documents. Administered quality control for drafting team. ARCHITECTURAL INTERIORS OF SOUTH FLORIDA, Designer/ Drafter, 2001-2003 Interior Design The Village of Merrick Park, Motorola, ATI Technical School As build drawings, Construction Documents, Rendering. ACADEMICS Florida Atlantic University, Bachelor of Architecture 2006 SKILLS Accela Inspector Masterspec software Sketchup, Realistic Renderings Auto CAD 2D and 3D Adobe: Photoshop, Illustrator, In Design, Acrobat Microsoft: Word, PowerPoint, Moviemaker, Outlook, Excel QuickBooks 660 Cory Brockett, P.E. 2939 NW 39th Place; Gainesville, Florida 32605 Mobile: 352.359.1982 OBJECTIVE To obtain an engineering position in civil engineering, where I can use my strong analytical and interpersonal skills along with my exceptional reasoning to improve services and products, reduce costs, and satisfy customers. I enjoy engaging in new challenges and learning experiences. SUMMARY OF QUALIFICATIONS I have engineering experience that includes managing, leading, mentoring, and problem solving. Specifically, my engineering experience includes extensive hydrology/water resource, road construction, site development, and sinkhole subsidence knowledge. One of my greatest strengths is analyzing and solving complex problems. I am a self motivated professional, capable of working independently or as part of a team. PROFESSIONAL EXPERIENCE Brockett Engineering, Inc. – Res and Comm Design Engineer - Apr 2016 to Present – Northern, Florida Provide over 500 Residential and Commercial Construction Plans for Builders within Northern Florida Joe Payne, Inc. – Building Inspector - Apr 2016 to Present – Northern and Central Florida Provide over 31,000 individual Building, Electric, Plumbing, and Mechanical Inspections. GSE Engineering, Inc. - Project Manager - Feb 2009 to August 2012 - Gainesville, Florida Facilitate, coordinate, and manage approximately 350 sinkhole investigations, incl over 3.5 million net billing. Brown & Cullen, Inc. - Staff Engineer - Oct 2003 to Nov 2008 - Gainesville, Florida Projects including University of Florida Vet Med Extension and Tioga Mixed Use Development Facilitate the development of construction drawings for residential, commercial, and industrial developments, while managing the resources and drafting technicians. Extensive hydrology and water resource modeling using computer and technical modeling of ICPR, Ponds, TR- 55, WaterCAD, StormCAD, and Modified Rational. Facilitate the permitting necessary for Water Management District, Municipality, FDEP, HRS, FDOT, and other Utility Permitting. Black Diamond Construction - Construction Manager - Jan 2003 to Oct 2003 - Gainesville Florida Manage the resources for projects including underground utility and site development of Orlando International Airport improvements, University of Florida site developments, and other commercial developments within northern Florida. Obtain, create, and complete daily request for information. Manage the pay requests, change orders, and excel billing spreadsheets for multiple jobs. Produce the weekly payroll using current tax tables and software. Banks Eng, Inc. - Surveyor, A-Cad Tech, and Project Manager - Aug 1999 to Jan 2003 – Ft. Myers, Florida Survey experience includes wetland locations, construction staking, and design survey for highways, while working at the positions of rod man, instrument man, and junior party chief. Drafting experience including the lead drafter on several commercial and residential developments. Facilitate the development of construction drawings for residential, commercial, and industrial developments while managing the resources and drafting technicians available. EDUCATION University of Florida - 2008 - Bachelor of Science Civil Engineering - Gainesville, Florida 661 Richard D. “Rick” Hoepner, P.E. 2417 Marzel Avenue, Orlando, FL 32806 Phone: (321) 663-9576 E-mail: RICKHOEPNERPE@AOL.COM State of Florida Professional Engineer License Number 23319 United States Citizen Joe Payne, Inc. (JPI) (2018-current) - Senior Engineer and Code Professional for residential and commercial inspections servicing Building Departments Rick Hoepner P.E. Engineering Consultant 2008 to 2018 Design and permitting of commercial site plans and construction management o Sample of other projects. A. Site design and feasibility studies for commercial buildings. B. Design of multi-family projects. C. Design of individual lakefront homes grading and septic tank systems. Superior Architecture & Engineering, LLC. Chief Development Engineer 2005 to 2008- My Responsibilities: • In charge of design, permitting, and construction of development projects in Florida utilizing consultants This involves design of small projects and utilizing consultants for large projects. • For potential projects: I did Feasibility reviews and research the develop ability of the sites - including gathering information from various sources to determine what entitlements are present. • Requesting proposals from design consultants • Reviewing and selecting best firm to award contracts, and awarding contracts • Overview of design and overseeing of individual consultants and keeping consultants on schedule and coordinating between consultants • In addition to the design duties, I bid and supervised construction projects. Overview of Company: Superior Group - a group of several companies including Superior Land and Investments, LLC. Main offices are in Orlando and Great Britain. Rick Hoepner P.E Engineering Consultant 2001 to 2005 • Walt Disney World (Design through another consulting firm) • Sample of Disney Projects. A. Design and permitting of several modular offices. This included DEP permits. B. Baby Elephant Proofing This was to remove potential entrapment of infant pacaderms in the three outdoor elephant yards prior to the births and add additional shade and grazing areas to the enclosures. C. Feasibility Study for Mandrill holding expansion D. Design to solve ground water in a berm at Sports Stadium o Walt Disney World Co. – Civil Engineer- Started as a contract employee through Quantum Resources and later hired as a full-time salaried employee. Scope of Department: 662 Design and Engineering Department 1998 to 2001 Department specialized in the design of projects less than $3M in construction cost. Consultants were used for some design projects. My Responsibilities: • Served as Job Captain on the majority of in-house designed projects that I worked on • Acted as the owner’s engineer in reviewing the design on major projects designed by other arms of the Company - include the paving, drainage, water, and sewer, as well as, pools and water features. These included o Rock n’ Roller Coaster Starring Arrowsmith o Grand Californian Hotel in Anaheim o Animal Kingdom Lodge - represented our department at meetings for the 30%, 60% and 90% reviews, included written comments and discussions to change the design plans prior to construction. • Coordinated other disciplines on projects • Defined scope and determining design cost based on input from other engineers - included electrical, mechanical, architectural, structural, and landscaping departments • Managed budget and due dates and requested additional funds when the scope increased • Obtained the permits for water, sewer, drainage and the District Planning Departments approval of the projects. • Projects designed by consultants: o Developed and Defined scope of project, sent out request for proposals, analyzed responses, supervised designs, and supervised permitting City of Kissimmee Public Works Department, Kissimmee, FL - Engineer IV 1995 to 1997 My Responsibilities • Management of several concurrent construction projects - included DS-14, DS-11, Columbia Street widening, Drury-Central realignment project, and the Drury soils remediation project • Review and approval of right-of-way utilization permits; review and recommendation of right-of-way and easement vacation requests; review of proposed plats; review and approval of private and public development within the City of Kissimmee and supervision of the engineering inspectors. I was the engineering department’s representative and member of the development review committee and the City’s representative at T.E.A.M meetings. T.E.A.M. is a countywide group of enforcement agencies, City and County traffic engineers, school board, fire and rescue departments and the State D.O.T. The T.E.A.M.’s purpose is to provide a vehicle of communication on traffic safety issues, coordinate construction and enforcement and help plan and implement traffic safety education programs. Another of my duties was to resolve citizen problems and concerns. Listening to the citizen’s concern did this, and if applicable, determined the solution. A work directive utilizing public works personal to rectify the problem was written. I was responsible for the design and installation of sidewalks along existing streets utilizing the city’s full time sidewalk construction crew. This process included phone conversations and meetings with the adjacent property owners to gain their acceptance of the sidewalk program. I also developed the re- surfacing program for the city’s streets and the implementation of this program. Orange County (Florida) Engineering Plan Review Department - Engineer III - 1994 to 1995 While with the Orange County Plan Review Department my main duty was the review of preliminary and construction plans of subdivisions and the review of master drainage plans. In Orange County the developer’s plans are categorized as 1) commercial, 2) subdivisions, 3) miscellaneous projects (E- projects) and 4) master drainage plans. I had the opportunity to review plans in all categories. In addition to the above duties I helped to solve the building 663 department and private citizens drainage problems when asked. When my immediate supervisor was out of the office, in addition to my regular duties, I was responsible for the supervision of the permitting and plan review for the Orange County Engineering Department. While employed with Orange County I helped develop a review procedure that reduced the time of the review process dramatically and placed an emphasis on the design engineer’s submitting complete plans. BJM and Associates, Inc. Winter Park, FL - Project Engineer - 1992 to 1993 BJM and Associates served as a consultant for developers and the Orange County Engineering department. The most interesting project for Orange County that I was involved with was to determine a solution to reduce flooding in an existing subdivision. This subdivision had experienced long duration flooding during normal rainfall events. The solution included modifying the drainage system of eight interconnected projects to substantially reduce the flooding potential for a 100-year rainfall event for these homes, as well as in an adjacent mobile home park. In addition I designed and supervised construction of the subdivisions of Valencia Woods and Windmill Point Units I and II. Hoepner and Associates, Inc. - President and Owner - 1981 to 1992 Hoepner and Associates began with the purchase of the engineering division of Tompkins Development Company when Mr. Tompkins sold the majority of the company to Centex Homes. During the first two years the firm’s main client was Centex Homes. As the company client list grew so did the staff. It began with five persons and grew to a peak of fifteen employees. The projects designed included fast food sites, shopping centers, subdivisions and apartment complexes. In 1984 land surveying was added with one to three field crews being utilized. One of the duties, which I did not delegate, was the assigning of daily tasks to each crew. By keeping this function I was able to keep a closer status on projects and personnel, thus I was better equipped to schedule crews and give clients the priority, which their projects deserved. Tompkins Development Company of Florida, Inc. Orlando, FL -- Vice-President of Development and Engineering 1979 to 1981 Tompkins Development Company was the largest individually owned single- family homebuilder in the state of Florida. To supply their need for lots they developed raw land into subdivisions. I began with them designing subdivisions and apartment complexes. I was promoted to the head of development and engineering. My duties were expanded to include negotiation of construction contracts and supervising the construction of numerous concurrent construction projects. It was also my duty to review the design of consulting engineers’ work when property was purchased with plans partially completed. Other Employment and Volunteer work: • Boy Scouts -- former Scout Master for 7 years and other numerous positions; staff member for numerous adult training, this includes Basic Leader Training, Scout Master’s Fundamentals, Train- the-Trainer and Wood Badge. • Valencia Community College former adjunct professor -- instructor for Construction Methods, Soils Design, Storm Sewer Design, and Hydraulics and Pipe Design • Sole Proprietorship Civil Engineering Consultant • Engineer with Gollehon Schemmer and Associates. Key Abilities: 664 ♦ Feasibility and preliminary plans for subdivisions ♦ Ability to design projects that work and are can be approved ♦ Extensive knowledge and use of drainage programs, including ICPR and Ponds ♦ Competent user of AutoCAD. and Civil 3-D ♦ Ability to motivate employees and guide them in doing their jobs better ♦ Ability to successfully schedule and supervise projects so they are completed on budget and on time ♦ Ability to meet with the public both one-on-one and in front of hostile groups 665 MARK D. THORNBLOOM, P.E. 3404 Angelica St., Cocoa FL 32926 U.S. tel: 1-321-960-6173 C Email: markt3404@gmail.com RELEVANT QUALIFICATIONS Registered Professional Engineer, #50107, Florida, to 2021 Master of Science, Mechanical Engineering, Colorado State University, Fort Collins, CO Bachelor of Science, Mechanical Engineering, University of Illinois, Urbana-Champaign, IL Bachelor of Arts, Physics, (Cum Laude), North Park College (now University), Chicago, IL RELEVANT EXPERIENCE & EXPERTISE • Author: 2018 ISEP International Solar Energy Provisions Commentary. A review and update of all ICC and NEC commentary related to solar energy (thermal and PV) including Mechanical, Plumbing, Fire, Residential, Solar Pool, electrical, etc. Client: ICC Intl Code Council • Developer, Trainer: “Training Video for Inspection of Solar Water Heating Systems” online webinar training building officials in the inspection of solar thermal systems to 2003 ICC. Client: SRCC Solar Rating Certification Corp, with funding from U.S. Dept of Energy. • Developer, Trainer: classroom training of building officials, inspection of solar systems to 2006 ICC & IAPMO. Client: IREC Interstate Renewable Energy Council. • Designer, Advisor: Assisting homeowner to build an off-grid residence in west Michigan, including design and construction of mechanical, electrical, plumbing, structural and solar to meet or exceed current Michigan Code & NEC requirements. Client: David Walker. • Tech Support, Crew Supervisor: various duties for solar contractor company as needed, including reviewing plans, running permits, supervising and troubleshooting installs, supporting inspections. Client: Florida Solar East LLC. • Project Supervisor: Zulu hydroelectric overhaul & maintenance project. Overhaul of minihydro site. Client: CEUM Communauté Evangelique en Ubangi-Mongala. • Team Member / Advisor: Zulu hydroelectric T&D Review Committee. Review of small mini- grid distribution system & 15kV transmission line. Client: Paul Carlson Partnership. • Solar Lead: feasibility & design of largest non-concentrating solar array in the U.S. at the time. Client: Solarsa LLC. • Serve on various standards promulgation committees, including ASME PTC 53 (Thermal Storage); ICC SRCC Standards; ISO TC180; etc. WORK EXPERIENCE 2019-2024 Joe Payne, Inc., Building Code Professional • Building Code Professional for a statewide consulting firm. • Primarily complete residential and commercial inspections and plans examination for Brevard County including the City of Titusville. 2010-2019 Kelelo Engineering, Florida Principal • Principal of small consulting firm providing engineering & project management services; personalized consulting in renewable energies (PV, CSP, SHC), industrial process heat, commercial and industrial heating and cooling, and appropriate technology; sustainable solutions through micro-enterprise. Hold the most diverse solar cooling portfolio in U.S. 666 • Complete Building, Plumbing, and Electrical Trade Construction Plans in conformance with Florida and ICC Building Code, as the Engineer of Record. 2008-2010 Viessmann Mfg. Co. Inc., Rhode Island U.S. Solar Manager • Manager/supervisor of U.S. solar branch for manufacturer of heating equipment. Conducted design, siting & sizing, etc. of solar equipment for industrial & commercial applications from two to 4000 panels. Supported installation & commissioning as manufacturer’s rep. Worked with code officials on new technology. 2006-2008 Schuco USA, Connecticut Solar Project Manager • U.S. solar engineering project manager for manufacturer of solar, windows & building envelope. Conducted siting & sizing etc. of PV and SHC solar systems including BIPV for commercial and residential applications. Supported installation and commissioning as manufacturer’s rep. 1993-2006 UCF Florida Solar Energy Center, Florida Senior Research Engineer • Test Manager: solar collector testing and certification program; Standards revision: SRCC OG100, OG300, FSEC Certification, FSEC GP. Principal Investigator: Built and operated full-scale beta unit of dehumidifier; managed project & deliverables. Developed on-line tutorial for Building Code Inspectors of solar water heating systems. Resume_MT_JPI Wi19.doc 667 727-687-4449 LukeCurtis.CBO@gmail.com 9695 130th Ave., Largo, FL 33773 C O N T A C T S U M M A R Y C E R T I F I C A T I O N S & L I C E N S E S W O R K E X P E R I E N C E Florida Plans Examiner: PX3717 Building (ICC B3) Mechanical (ICC M3) Electrical (ICC E3) Building Official, Floodplain Manager Town of Redington Shores Provided planning and zoning review, commercial and building inspections, floodplain management, and building code enforcement Provided detailed plan review and inspections of new and existing residential and commercial properties to include all regulatory requirements such as building structure, gas, electrical, mechanical, plumbing, heating/air conditioning, fire prevention, energy codes, land development, zoning, and accessibility Conducted on-site inspections of both new and existing structures for building code compliance Reviewed architectural drawings, building plans and related documents Prepared and maintained appropriate documentation for all responsibilities Provided assistance to FEMA and State Floodplain Representatives during Community Assistance Visits (CAV), Community Rating System (CRS) Program reviews, and other floodplain management program activities, such as Local Mitigation Strategy (LMS). 2021-2022 Multi- licensed professional offering municipal support services. Extensive experience with a wide range of new and existing construction including commercial, residential (single family/multi-family), mixed-use buildings, high-rise, schools, as well as hospitals, and government facilities. L U K E C U R T I S Florida Residential Plans Examiner: SFP279 Florida Building Inspector: BN6614 Building (ICC B1, B2) Mechanical (ICC M1, M2) Electrical (ICC E1, E2) Plumbing (ICC P1, P2 by end of 2nd quarter 2024) Florida Building Code Administrator: BU1975 (ICC CB) Certified Floodplain Manager - 16-09333 FEMA IS200.b, IS100.b, IS800.b, IS700.a S K I L L S Building code knowledge Relationship development Customer service Team management Supervision Complex problem solving ability Building Official, Floodplain Manager City of Anna Maria Reviewed building plans, calculations and specifications for proposed structures; established estimated values of proposed construction Prepared and maintained records of plans, inspections, letters and reports prepared or used in connection with all building inspections; responded to questions from property owners and builders; interpreted codes In conjunction with the City Attorney, prepared and presented city ordinances related to building codes and prepared building code related cases Provided floodplain management guidance related to community drainage improvements, flood protection, floodplain management, and flood mitigation projects 2018-2021 Plans Examiner, Building Inspector City of Largo Reviewed plans and specifications for commercial, industrial, and residential projects to ensure compliance with city and state laws and regulations Distributed plans and specifications of all building construction to the appropriate City departments for review and evaluation; collation of all review comments Approved and released building permits for construction Provided technical direction and assistance to inspection personnel relating to field problems; perform field inspections as may be required Assisted in the investigation and evaluation of structural damage caused by fires, storms, and other disaster-related incidents 2014-2018 Building Official, Plans Examiner, Building Inspector Joe Payne, Inc. Act as interim Building Official, provide remote plan review and perform building code inspection services to various municipalities as required 2022--Current 668 City of Winter Springs RFP #01-25-01 TR Building Code and Plan Review Services February 21, 2025 2:00 p.m. Submitted by: C.A.P. Government, Inc. 343 Almeria Avenue Coral Gables, FL 33134 (305) 448-1711 669 Section A – Proposers Information and Acknowledgement Form 670 671 Section A – Proposers Information and Acknowledgement Form 672 CITY OF WINTER SPRINGS - TABLE OF CONTENTS _____________________________________________________________________________________ _____________________________________________________________________________________ 2 Section A. Proposer Information and Acknowledgement Form Page 1 Section B. Table of Contents Page 2 Section C. Introduction Letter Page 3-4 Section D. Qualifications Page 5-8 Section E. Other Information Page 9 Section F. Cost and Time Page 10 Exhibit B Fee Schedule and Assigned Hours Section G. Mandatory Proposal Forms Page 11-26 • References Information Form • Insurance Requirement Form • Scrutinized Company Certification • Non-Collusion Affidavit of Prime Respondent • Drug Free Workplace Form • Public Entity Crimes Statement • Debarment, Suspension and Other Responsibility Matters Form • E-Verify Statement • Conflict of Interest Statement • SMWBE Utilization Plan Section H. Florida State Corporate Filing Page 27-29 Section I. Appendix – Resumes, Exhibit “A” Scope of Services Page 30-46 673 Section A – Proposers Information and Acknowledgement Form 674 O February 21, 2025 Mr. Kevin A. Sweet, MPA, ICMA-CM City Manager City of Winter Springs 1126 East State Road 434 Winter Springs, FL 32708 RE: RFP 01-25-01TR Building Code and Plan Review Services Dear Mr. Sweet: C.A.P. Government, Inc. (CAP) hereby submits our proposal to the City of Winter Springs (City) for the above referenced services. CAP thoroughly understands the scope of services and has submitted one (1) original, three (3) copies and one (1) electronic copy of our response to RFP# 01-25-01TR. Our company has the ability, expertise, and commitment to perform the work in a timely and professional manner. CAP has been providing outsourced services to governmental agencies in Florida for over thirty-five (35+) years. Our corporate philosophy is to deliver these services by creating positive customer experience while maintaining the highest standards of accuracy, efficiency, and transparency. We believe this aligns perfectly with the City’s vision for its Building Department customers . CAP is a State of Florida Corporation with three (3) strategically located offices in Florida including: Corporate Office: Broward County Palm Beach County 343 Almeria Avenue 100 S.E. 12th St. 1910 N. FL. Mango Rd. Coral Gables, FL 33134 Fort Lauderdale, FL 33316 W. Palm Beach, FL 33409 (305) 448-1711 (954) 888-9531 (561) 508-0615 CAP's extensive expertise and commitment to excellence make us the ideal provider for building code administration services, including plans examination for both residential and commercial projects prior to permit issuance, as well as field inspections of the projects within the City. We ensure full compliance with the responsibilities outlined for building code administrators, plans examiners, and inspectors under Section 468.604, Florida Statutes. We commit to delivering efficient, cost-effective, and quality solutions to the City of Winter Springs by maintaining the necessary resources to provide the services required in the Request for Proposal. In closing, here are some key facts that set us apart from our competition: No other company in Florida matches our years of experience, number of clients served, and size of our team. Why choose us? Consider the numbers: 3 675 676 Section D – Qualifications 677 CITY OF WINTER SPRINGS - SECTION D - QUALIFICATIONS ____________________________________________________________________________________________ ____________________________________________________________________________________________ TEAM EXPERIENCE: Mr. Carlos A. Penin, PE – Principal-In- Charge: As President and founder of C.A.P. Government, Inc., Mr. Penin oversees the daily operations of the firm. His responsibilities include setting the strategic direction of the company and implementing the strategic plan. This involves supervising operations, marketing, and business development activities, overseeing contracts, and managing senior staff. Mr. Penin has served in this capacity at CAP for over thirty- five (35) years. Mr. Carlos A. Del Pino, PE – Senior Operations Director: Mr. Del Pino has over thirty (30) years of experience overseeing significant projects and ensuring they are managed effectively. Mr. Judson Dulany, BU, PX, BN – Project Manager: Mr. Dulany is responsible for managing, directing and overseeing CAP's regional operations. He has over thirty (30) years of experience in construction management. He is knowledgeable in all aspects of the construction industry and his experience includes customer centered management and supervision of municipal departments. Last year he was awarded the Palm Beach County Chapter Building Official of the year from the Building Officials Association of Palm Beach County. Mr. Jeffrey Parsons, BU, PX, BN – Building Official: Mr. Parsons has experience in regulatory administration or supervision of plan review, enforcement, or inspection of building construction, erection, repair, addition, remodeling, demolition, or alteration projects that require permitting indicating compliance with building, plumbing, mechanical, electrical, gas, fire prevention, energy, accessibility, and other construction codes as required by state law or municipal or county ordinance. As you review our qualifications and related experience, please consider the following key points on why we believe we should be selected by the City of Winter Springs: Qualifications: Founded in 1989, CAP has over thirty-five (35) years of experience and is a pioneer in outsourcing Building Department services to municipalities throughout Florida. We currently serve over eighty-five (85) governmental clients, including eight (8) that are educational institutions. Staff Availability: CAP employs over three hundred (300+) professionals. Our technical staff, including licensed Building Code Administrators, Inspectors, Plans Examiners, are fully certified, qualified, trained, and experienced. They are available to provide Building Code and Plan Review Services to the City of Winter Springs. Technology: Since 2013, CAP has been investing in, developing, and implementing an Electronic Plans Review (EPR) platform. This platform enables our Plans Examiners to work electronically in an efficient, transparent, and resal-ti8me manners, ensuring accurate and timely inspections and documentation. In addition, our staff has experience with Civic Access Portal. 5 678 CITY OF WINTER SPRINGS - SECTION D - QUALIFICATIONS ____________________________________________________________________________________________ ____________________________________________________________________________________________ C.A.P. Government, Inc. (CAP) was founded on April 10, 1989, by Mr. Carlos A. Penin, PE. In 1992, CAP began providing outsourced Building Department consulting services to the newly incorporated Village of Key Biscayne and has been doing so continuously ever since. We offer customized contracting methods, ranging from comprehensive services to expedited solutions and supplemental staffing. CAP is a State of Florida Corporation with three (3) offices in Miami-Dade, Broward and Palm Beach Counties. • Miami-Dade County 343 Almeria Avenue Coral Gables, FL 33134 • Broward County 100 S.E. 12th St. Fort Lauderdale, FL 33316 • Palm Beach County 1910 N. FL. Mango Rd. WPB, FL 33409 On September 1, 2022, Bureau Veritas North America, acquired a majority stake in CAP, with Mr. Penin remaining as an owner / stockholder. The business entity’s name has remained the same, C.A.P. Government, Inc. (CAP). The business entity’s structure has also remained the same with Mr. Carlos A. Penin, as President and in charge of management and operations. Finally, the Principal Address has remained the same and the Mailing address for legal documents is now in Houston, Texas (We have eclosed a copy of our Florida Division of Corporations). CAP has been a leading provider of Building and Plan Review services since its inception. We offer both comprehensive and supplemental services to a range of government agencies. We currently deliver comprehensive services to eleven (11) municipalities, supplemental services to over sixty-five (65+) municipalities, and to eight (8) educational institutions. CAP employs over three hundred (300+) professionals. Our technical staff, including licensed Building Code Administrators, Inspectors, Plans Examiners, are fully certified, qualified, trained, and experienced. The following partial list is provided to highlight CAP’s experience with similar contracts. They demonstrate the depth of our past performance and validate our successful history of providing professional Building Code and Plan Review and Inspection Services: Client Performance Period Duration City of Aventura 1995 – Ongoing 30 Years City of Weston 2005 – Ongoing 20 Years Town of Southwest Ranches 2006 - Ongoing 19 Years Palm Beach County 2015 – Ongoing 10 Years City of Naples 2015 – Ongoing 10 Years City of Marco Island 2017 – Ongoing 8 Years City of Cocoa 2019 - Ongoing 6 Years Town of Malabar 2022 – Ongoing 3 Years C.A.P. GOVERNMENT, INC. 6 679 CITY OF WINTER SPRINGS - SECTION D - QUALIFICATIONS _____________________________________________________________________________________ CITY OF WESTON Entity: City of Weston Address: 17200 Royal Palm Blvd. Weston, FL 33326 Services Provided Plans Review, Inspections & Building Code Administrator Dates of Services: 2005 – Ongoing (20 Years) CITY OF MARCO ISLAND Entity: City of Marco Island Services Provided Plans Review & Inspections Dates of Services: 2017 to Present (8 Years) CITY OF PARKLAND Entity: City of Parkland Address: 6600 University Drive, Parkland, FL 33067 Services Provided Plans Review & Inspections Dates of Services: 2015 – Present (10 Years) TOWN OF DAVIE Entity: Town of Davie Address: 6591 Orange Drive, Davie, FL 33314 Services Provided Plans Review & Inspections Dates of Services: 2012 to Present (13 Years) 7 680 CITY OF WINTER SPRINGS - SECTION D - QUALIFICATIONS _____________________________________________________________________________________ CITY OF AVENTURA Entity: City of Aventura Address: 19200 W Country Club Drive Aventura, FL 33180 Services Provided Plans Review, Inspections and Building Code Administrator Dates of Services: 1995 to Present (30 Years) TOWN OF LAUDERDALE-BY- THE-SEA Entity: City of Lauderdale-By-The-Sea Address: 4501 N. Ocean Dr., Lauderdale-By-The-Sea, FL 33301 Services Provided Plans Review, Inspections and Building Code Administrator Dates of Services: 2011 to Present (14 Years) CITY OF SOUTH BAY Entity: City of South Bay Address: 335 SW 2nd Avenue, South Bay, FL 33493 Services Provided Plans Review, Inspections and Building Code Administrator Dates of Services: 2010 to Present (15 Years) CITY OF DANIA BEACH Entity: City of Dania Beach Address: 100 W Dania Beach Blvd., Dania Beach, FL 33004 Services Provided Plans Review, Inspections and Building Code Administrator Dates of Services: 2016 to Present (9 Years) 8 681 Section E – Other Information 682 CITY OF WINTER SPRINGS - SECTION E – OTHER INFORMATION ____________________________________________________________________________________________ ____________________________________________________________________________________________ ELECTRONIC PLANS REVIEW (EPR) The team at CAP has co-developed Electronic Plans Review (EPR) an accessible, user friendly and transparent approach to the plans review process. Over the past twelve (12) years, our company has led the way in designing, developing, and implementing the Electronic Plans Review (EPR) process. Since its introduction in 2016, we have successfully processed thousands of plans, which were reviewed by State-licensed professionals and either approved or rejected with comments referencing the Florida Building Code . In reviewing plans electronically, we have been able to execute the digital archiving of data, thus eliminating paper bulk to become more environmentally protective, and enabling ease of retrieval. EPR has also granted the stakeholders of each project to have real-time & remote access to the status of reviews and submittals from the design professionals – granting them more flexibility with their time. Our software solutions have been effectively utilized to review, and process plans and construction documents for our municipal and educational sector clients. These digital tools have streamlined the plan review process, enabling efficient assessment and processing of project submissions from local governments and academic institutions we serve. We are currently providing EPR services to various municipalities in Miami -Dade, Broward, Palm Beach, Lee and Polk Counties. CAP is also providing EPR services to educational clients like MDC, FIU and Miami-Dade County Public Schools (MDCPS). Based on these successes, we are confident that EPR will continue to ensure the entirety of the Building Review and Permitting process is more efficient, effective & straightforward in a method that takes full advantage of today’s technologies. 9 683 Section F – Cost and Time Exhibit “B” 684 RFP # 01-25-01 TR MANDATORY FORM EXHIBIT "B" FEE SCHEDULE AND ASSIGNED HOURS I.Hours assigned to Service Provider. A.Building Official hours. Based on current permit activity, the Building Official is assigned eight (8) hours per day (totaling forty [40] hours per week) to the City performing duties within the City. If permitting volume falls, the decision to lessen the Building Official's assigned billable hours may be made at the discretion of the City. Building Official hours reassigned to other clients will not be billed to the City of Winter Springs B.Plans Examiner hours and Inspector hours. Plans Examiner hours and Inspector hours are billed as performed for Services provided to the City. II.City operating hours. The City's operating hours are Monday through Friday, 8:00 a.m. to 5:00 p.m., except for holidays. Ill. Hourly rates for Services provided during the City's operating hours. A.Building Code Administrator/Building Official Services = $ ________________ per hour B.Plans Review Services = $ ________________ per hour C.Field Inspection Services = $ ________________ per hour IV.Hourly rates for Services requested by the City to be performed outside of City operating hours. A.Requests made by the City for any Services to be performed outside of its operating hours will be billed at an hourly rate of $_____________, with a 2 hour minimum. Only the City Project Manager or his/her designee may make such requests of Service Provider 115.00 95.00 90.00 135.00 10 685 Section G – Mandatory Proposal Forms 686 687 688 Holder Identifier : 7777777707070700077761616045571110776617006304557307443036662517300072640477147231020773415557166454307522511376634546075736735321277310765772670611666607015132070262232076727242035772000777777707000707007 7777777707070700073525677115456000732011517026103007033326242162011070223372520730000713223624317310107023337243072000070333362530621100713333624307300107123326243063111077756163351765540777777707000707007Certificate No : 570110629722 CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 01/28/2025 IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. PRODUCER Aon Risk Services Northeast, Inc. Aon Risk Services Northeast, Inc. NY NY Office One Liberty Plaza 165 Broadway, Suite 3201 New York NY 10006 USA PHONE(A/C. No. Ext): E-MAILADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # 866-283-7122 INSURED 19682Hartford Fire Insurance Co.INSURER A: 35300Allianz Global Risks US Insurance Co.INSURER B: 27120Trumbull Insurance CompanyINSURER C: INSURER D: INSURER E: INSURER F: FAX(A/C. No.):(800) 363-0105 CONTACTNAME: C.A.P. Government, Inc. 343 Almeria Avenue Coral Gables FL 33134 USA COVERAGES CERTIFICATE NUMBER:570110629722 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, Limits shown are as requested POLICY EXP (MM/DD/YYYY)POLICY EFF (MM/DD/YYYY)SUBRWVDINSR LTR ADDL INSD POLICY NUMBER TYPE OF INSURANCE LIMITS COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR POLICY LOC EACH OCCURRENCE DAMAGE TO RENTED PREMISES (Ea occurrence) MED EXP (Any one person) PERSONAL & ADV INJURY GENERAL AGGREGATE PRODUCTS - COMP/OP AGG X X X X GEN'L AGGREGATE LIMIT APPLIES PER: $2,000,000 $1,000,000 $10,000 $2,000,000 $2,000,000 $2,000,000 B 01/01/2025 01/01/2026 SIR applies per policy terms & conditions USL00159325 PRO- JECT OTHER: AUTOMOBILE LIABILITY ANY AUTO OWNED AUTOS ONLY SCHEDULED AUTOS HIRED AUTOS ONLY NON-OWNED AUTOS ONLY BODILY INJURY ( Per person) PROPERTY DAMAGE (Per accident) X BODILY INJURY (Per accident) $2,000,000A01/01/2025 01/01/2026 AOS COMBINED SINGLE LIMIT (Ea accident)10 AB S41202 EXCESS LIAB X OCCUR CLAIMS-MADE AGGREGATE EACH OCCURRENCE DED $6,000,000 $6,000,000 $250,000 01/01/2025UMBRELLA LIABB 01/01/2026USL00163325 RETENTIONX X E.L. DISEASE-EA EMPLOYEE E.L. DISEASE-POLICY LIMIT E.L. EACH ACCIDENT $1,000,000 X OTH-ERPER STATUTEC01/01/2025 01/01/2026 See State Policy Addendum $1,000,000 Y / N (Mandatory in NH) ANY PROPRIETOR / PARTNER / EXECUTIVE OFFICER/MEMBER N / AN WORKERS COMPENSATION AND EMPLOYERS' LIABILITY If yes, describe under DESCRIPTION OF OPERATIONS below $1,000,000 10WNS41200 Each ClaimUSF0024802501/01/2025 01/01/2026 Claims Made $4,000,000Aggrgate Architects & Engineers Professional B SIR applies per policy terms & conditions $2,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) The Architects & Engineers policy includes coverage for Professional Liability and Contractors Pollution Liability policies. City of Winter Springs is included as Additional Insured in accordance with the policy provisions of the General Liability and Automobile Liability policies. General Liability and Automobile Liability policies evidenced herein are Primary and Non-Contributory to other insurance available to Additional Insured, but only in accordance with the policy's provisions. A Waiver of Subrogation is granted in favor of Certificate Holder in accordance with the policy provisions of the General Liability, Automobile Liability and Workers' Compensation policies. CANCELLATIONCERTIFICATE HOLDER AUTHORIZED REPRESENTATIVECity of Winter Springs 1126 East State Road 434 Winter Springs FL 32708 USA ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 13 689 Workers Compensation/Employers Liability AGENCY CUSTOMER ID: ADDITIONAL REMARKS SCHEDULE LOC #: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER:ACORD 25 FORM TITLE:Certificate of Liability Insurance EFFECTIVE DATE: CARRIER NAIC CODE POLICY NUMBER NAMED INSUREDAGENCY See Certificate Number: See Certificate Number: Aon Risk Services Northeast, Inc. 570000048582 570110629722 570110629722 Page _ of _ C.A.P. Government, Inc. 10WNS41200 01/01/25-01/01/26 Trumbull Insurance AR,DC,IN,LA,NE,RI,UT 10WNS41200 01/01/25-01/01/26 Twin City Fire Insurance Company FL,ND,OH,WA,WY 10WNS41200 01/01/25-01/01/26 Hartford Insurance Company of the Midwest AK,ID 10WNS41200 01/01/25-01/01/26 Hartford Casualty Insurance Company MO,WV 10WNS41200 01/01/25-01/01/26 Nutmeg Insurance Company CT,IL 10WNS41200 01/01/25-01/01/26 Hartford Fire Insurance Company NH,OR,PA 10WNS41200 01/01/25-01/01/26 Hartford Accident and Indemnity Company AL,GA,KY,MI,MT,NY,TN,VT 10WNS41200 01/01/25-01/01/26 Property & Casualty Ins Co of Hartford CA,CO,DE,ME, MN,MS,SC 10WNS41200 01/01/25-01/01/26 Hartford Insurance Company of Illinois TX 10WNS41200 01/01/25-01/01/26 Hartford Insurance Company of the Southeast KS,MD 10WNS41200 01/01/25-01/01/26 Hartford Underwriters Insurance Company AZ,HI, NC,NJ,SD,VA 10WNS41200 01/01/25-01/01/26 Sentinel Insurance Company, Limited IA,NM,NV,OK 10WBRS41201 01/01/25-01/01/26 Twin City Fire Insurance Company WI 10WBRS41201 01/01/25-01/01/26 Sentinel Insurance Company, Limited MA ACORD 101 (2008/01)© 2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD 14 690 RFP # 01-25-01 TR MANDATORY FORM SCRUTINIZED COMPANY CERTIFICATION Florida Statutes, Sections 287.135 and 215.473 Pursuant to Section 287.135, Florida Statutes (2017), a company is ineligible to, and may not, bid on, submit a proposal for, or enter into or renew a contract with the CITY for goods or services of: a.Any amount if, at the time of bidding on, submitting a proposal for, or entering into or renewing such contract, the Proposer is on the Scrutinized Companies that Boycott Israel List, created pursuant to s. 215.4725, or is engaged in a boycott of Israel; or b.One million dollars or more if, at the time of bidding on, submitting a proposal for, or entering into or renewing such contract, the company: Is on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Terrorism Sectors List, created pursuant to s. 215.473; or c.Is engaged in business operations in Cuba or Syria. Subject to limited exceptions provided in state law, the CITY will not contract for the provision of goods or services with any scrutinized company referred to above. The Proposer must submit this required certification form attesting that it is not a scrutinized company and is not engaging in prohibited business operations. The following shall be grounds for termination of the contract at the option of the awarding body: a.The Proposer is found to have submitted a false certification; been placed on the Scrutinized Companies with Activities in Sudan List; b.Been placed on the Scrutinized Companies that Boycott Israel List or c.Is engaged in a boycott of Israel; or d.Been engaged in business operations in Cuba or Syria. e.Has been placed on a list created pursuant to s. 215.473, Florida Statutes, relating to scrutinized active business operations in Iran. The CITY shall provide notice, in writing, to the Proposer of any determination concerning a false certification. a.The Proposer shall have five (5) days from receipt of notice to refute the false certification allegation. b.If such false certification is discovered during the active contract term, the Proposer shall have ninety (90) days following receipt of the notice to respond in writing and demonstrate that the determination of false certification was made in error. c.If the Proposer does not demonstrate that the CITY’s determination of false certification was made in error then the CITY shall have the right to terminate the contract and seek civil remedies pursuant to Section 287.135, Florida Statutes. 15 691 692 693 694 RFP # 01-25-01 TR MANDATORY FORM PUBLIC ENTITY CRIMES STATEMENT SWORN STATEMENT UNDER F.S. SECTION 287.133(3) (A), ON PUBLIC ENTITY CRIMES THIS FORM MUST BE SIGNED IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICER AUTHORIZED TO ADMINISTER OATHS. 1.This sworn statement is submitted with Proposal for RFP 01-25-01 TR Building Code and Plan Review Services. 2.This sworn statement is submitted by (PROPOSER) ___________________________ whose business address is _____________________________________ and (if applicable) Federal Employer Identification Number (FEIN) is _____________________ (If a Sole Proprietor and you have no FEIN, include the last four (4) digits of your Social Security Number: ___________. 3.My name is ____________________ and my relationship to the PROPOSER named above is _____________________. 4.I understand that a "public entity crime" as defined in Paragraph 287.133(a) (g). Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or with the United States, including, but not limited to, any proposal or contract for goods or services to be provided to any public entity or any agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation. 5.I understand that "convicted" or "conviction" as defined in paragraph 287.133(a) (b), Florida Statutes, means finding of guilt or a conviction of a public entity crime with or without an adjudication of guilt, in any federal or state trial court of records relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, non-jury trial, or entry of a plea of guilty or nolo contendere. 6.I understand that an "affiliate" as defined in Paragraph 287.133(1) (a), Florida Statutes, means: •A predecessor or successor of a person convicted of a public entity crime; or •An entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime. The term "affiliate" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The City of Fernandina Beach, Florida ownership by one of shares constituting a controlling income among persons when not for fair interest in another person, or a pooling of equipment or income among persons when not for fair market value under a length agreement, shall be a prima facie case that one person controls another person. A person who was knowingly convicted of a public entity crime, in Florida during the preceding 36 months shall be considered an affiliate. 7.I understand that a "person" as defined in Paragraph 287.133(1) (e), Florida Statutes, means any natural person or entity organized under the laws of the state or of the United States with the legal power to enter into a binding contract for provision of goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in management of an entity. 8. Based on information and belief, the statement which I have marked below is true in relation to the entity submitting this sworn statement. (Please indicate which statement applies) ____Neither the entity submitting this sworn statement, nor any officers, directors, executives, partners, shareholders, employees, members, or agents who are active in management of the entity, nor affiliate of the entity have been charged with and convicted of a public entity crime subsequent to July 1, 1989. ____The entity submitting this sworn statement, or one or more of the officers, directors, executives, partners, shareholders, employees, members, or agents who are active in management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. (Please attach a copy of the final order.) 19 695 696 RFP # 01-25-01 TR MANDATORY FORM DEBARMENT, SUSPENSION and OTHER RESPONSIBILITY MATTERS Certification A - Primary Covered Transactions The prospective primary participant certifies to the best of its knowledge and belief that its principals: Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal debarment or agency; Have not within a three-year period preceding this proposal, been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification, or destruction of records, making false statements, or receiving stolen property; Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, State, or local) with commission of any of the offenses enumerated in paragraph (1) (b) of this certification; and Have not within a three-year period preceding this application/proposal had one or more public transactions (Federal, State, or local) terminated for cause or default. Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation of this proposal. Instructions for Certification (A) By signing and submitting this Bid, the prospective primary participant is providing the certification set out below; The inability of a person to provide the certification required below will not necessarily result in denial of participation in this covered transaction. The prospective participant shall submit an explanation of why it cannot provide the certification set out below. The certification or explanation will be considered in connection with the department or agency’s determination whether to enter into this transaction. However, failure of the prospective primary participant to furnish a certification or any explanation shall disqualify such person from participation in this transaction. The certification in this clause is a material representation of fact upon which reliance was placed when the department or agency determined to enter into this transaction. If it is later determined that the prospective primary participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause or default. The prospective primary participant shall provide immediate written notice to the department or agency to which this proposal is submitted if at any time the prospective primary participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. a)The terms covered transaction, debarred, suspended, ineligible, lower tier covered transaction, participant, person, primary covered transaction, principal, proposal, and voluntarily excluded, as used in this clause, have the meanings set out in the Definitions and Coverage sections of the rules implementing Executive Order 12549. You may contact the department or agency to which this proposal is being submitted for assistance in obtaining a copy of these regulations. 21 697 RFP # 01-25-01 TR MANDATORY FORM b)The prospective primary participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency entering into this transaction. c)The prospective primary participant further agrees by submitting this proposal that it will include the clause titled “Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion – Lower Tier Covered Transaction,” provided by the department or agency entering into this covered transaction, without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions. d)A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines this eligibility of its principals. Each participant may, but is not required to, check the Non- procurement List. e)Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. f)Except for transactions authorized under paragraph (6) of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause of default. Certification B - Lower Tier Covered Transactions a.The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency. b.Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. Instructions for Certification (B) By signing and submitting this proposal, the prospective lower tier participant is providing the certification set out below. a.The certification in this clause is a material representation of fact upon which reliance was placed when this transaction was entered into. If it is later determined that the prospective lower tier participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies, including suspension and/or debarment. b.The prospective lower tier participant shall provide immediate written notice to the person to whom this proposal is submitted if at any time the prospective lower tier participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. 22 698 699 700 701 RFP # 01-25-01 TR MANDATORY FORM SMWBE UTILIZATION PLAN Small, Minority, and Women’s Business Enterprises (SMWBE), and Labor Surplus Area Firms Utilization PROPOSER Company Name: _________________________________________________________________ Project Name : Building Code and Plan Review Services RFP Number : RFP # 01-25-01 TR CFR §200.321 requires local governments to take all necessary affirmative steps to assure that minority business, women’s business enterprises, and labor surplus area firms are used when possible. The CITY requires that PROPOSERS (Prime Contractors), if subcontracts are to be let, to take the five affirmative steps as cited below. Please describe your firm’s plan for identifying and potential use of SMWBE and Labor Surplus Area Firms. Additional pages may be attached, as necessary. •Placing qualified small and minority business and women’s business enterprises on solicitation lists. •Assuring that small and minority businesses, and women’s business enterprises are solicited whenever they are potential sources. •Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority business and women’s business enterprises. •Establishing delivery schedules where the requirement permits, which encourage participation by small and minority businesses, and women’s business enterprises and veteran owned businesses. •Using the services and assistance, as appropriate, of such organizations as the Small Business Administration or the Florida Office of Supplier Diversity https://www.dms.myflorida.com/agency_administration/office_of_supplier_diversity_osd C.A.P. Government, Inc. 26 702 Section H – Florida State Corporate Filing 703 Document Number FEI/EIN Number Date Filed State Status Last Event Event Date Filed Event Effective Date Department of State / Division of Corporations / Search Records / Search by Entity Name / Detail by Entity Name Florida Profit Corporation C.A.P. GOVERNMENT, INC. Filing Information K80212 65-0121594 04/10/1989 FL ACTIVE NAME CHANGE AMENDMENT 09/06/2006 NONE Principal Address 343 Almeria Ave Coral Gables, FL 33134 Changed: 01/09/2025 Mailing Address 16800 Greenspoint Park Dr. Suite 300 Houston, TX 77060 Changed: 01/09/2025 Registered Agent Name & Address CORPORATION SERVICE COMPANY 1201 HAYS STREET TALLAHASSEE, FL 32301-2525 Name Changed: 12/12/2022 Address Changed: 12/12/2022 Officer/Director Detail Name & Address Title Secretary, Director D C Florida Department of State 27 704 Bush, Heather B. 16800 Greenspoint Park Dr. Suite 300 Houston, TX 77060 Title Deputy Treasurer Fournier, Hilaire 16800 Greenspoint Park Dr. Suite 300 Houston, TX 77060 Title President Penin , Carlos 16800 Greenspoint Park Dr. Suite 300 Houston, TX 77060 Annual Reports Report Year Filed Date 2024 01/09/2024 2025 01/09/2025 2025 01/15/2025 Document Images 01/15/2025 -- AMENDED ANNUAL REPORT View image in PDF format 01/09/2025 -- ANNUAL REPORT View image in PDF format 01/09/2024 -- ANNUAL REPORT View image in PDF format 03/06/2023 -- ANNUAL REPORT View image in PDF format 12/12/2022 -- Reg. Agent Change View image in PDF format 01/05/2022 -- ANNUAL REPORT View image in PDF format 01/07/2021 -- ANNUAL REPORT View image in PDF format 01/06/2020 -- ANNUAL REPORT View image in PDF format 02/15/2019 -- ANNUAL REPORT View image in PDF format 01/25/2018 -- ANNUAL REPORT View image in PDF format 02/10/2017 -- ANNUAL REPORT View image in PDF format 01/14/2016 -- ANNUAL REPORT View image in PDF format 01/23/2015 -- ANNUAL REPORT View image in PDF format 04/28/2014 -- ANNUAL REPORT View image in PDF format 04/30/2013 -- ANNUAL REPORT View image in PDF format 03/05/2012 -- ANNUAL REPORT View image in PDF format 04/01/2011 -- ANNUAL REPORT View image in PDF format 04/14/2010 -- ANNUAL REPORT View image in PDF format 04/21/2009 -- ANNUAL REPORT View image in PDF format 04/17/2008 -- ANNUAL REPORT View image in PDF format 04/02/2007 -- ANNUAL REPORT View image in PDF format 28 705 29 706 Appendix – Resumes 707 Anthony D’ Auria, PX, BN Matthew Lewis, BN Mechanical Electrical Plumbing Manuel Espinosa, PX, BN Manuel Barrera, PX, BN Manuel Espinosa, PX, BN Charles Brown, BN PROJECT MANAGER JUDSON DULANY, BU, PX, BN Fire Safety Herbert Smith Henan Lopez PX – Plans Examiner BN – Inspector BU – Building Official PE – Professional Engineer RA – Registered Architect Building Jeffrey Parsons, BU, PX, BN Victor Galego, PX BUILDING OFFICAL JEFFREY PARSONS , BU, PX, BN PRINCIPAL-IN-CHARGE CARLOS A. PENIN, PE O R G A N I Z A T I O N A L C H A R T DIRECTOR OF COMMUNITY DEVELOPMENT TERRILYN ROLLE, BU 30 708 Carlos A. Penin, PE Principal In Charge Mr. Penin has over forty (40) years of experience as a civil engineer comprehensive consulting engineering service. He has performed a wide variety of projects including highways, bridges, airport terminals airfields, water and sewer infrastructure, stadiums, various land development projects and environmental service. Mr. Penin experience includes managerial functions and various government appointments to industry organizations. President, C.A.P. Government, Inc. 1989 – Present President and founding principal of C.A.P. Government, Inc. Mr. Penin serves in a management capacity overseeing the daily operations of the firm. His responsibilities include determining the strategic direction of the company and carrying out the strategic plan through overseeing operations, marketing and business development activities, contract oversight, and staff management. Developing functional roles and assigning responsibilities to employees who report to them. EDUCATION Master of Science Environmental and Urban Studies Florida International University Bachelor of Science Civil Engineering University of Florida STATE OF FLORIDA LICENSE Professional Engineer PE33216 EXPERIENCE Regional Manager, Keith & Schnars, PA 1984 – 1989 Responsible for management, scheduling, monitoring and liaison with regulatory agencies and local authorities on major land development projects. Project Engineer, Williams, Hatfield & Stoner, Inc. 1980 – 1984 Responsible for project administration on Urban Road Developments and other assignments in South Florida. Civil Engineer, Ferendino/Grafton/Spillis/Candela 1978 – 1980 Responsible for civil engineering design and construction inspection of government projects. Civil Engineer, Florida Quality Contractors 1977 - 1978 Managed the preliminary stages of 72-unit condominium development and various other residential projects in South Florida. CARLOS A. PENIN, PE PRINCIPAL IN CHARGE 31 709 Carlos A. Del Pino, PE Senior Operations Director Mr. Carlos del Pino has over twenty-five (25) years of professional engineering experience as a civil and structural engineer in the design and construction management industry. He has served as a project and construction manager, project engineer and project coordinator. His expertise includes construction field engineering, special Inspections for Educational, commercial and residential projects. Senior Operations Director, C.A.P. GOVERNMENT, INC. 2007 – Present Project Manager responsible for providing all necessary resources to perform Florida Building Code Compliance plans review and inspections services, including threshold inspections services, and coordination for various educational Institutions. Reviews building plans for compliance with construction codes and regulations; prepares written reports on code discrepancies and code violations; develops, maintains and updates records of codes and plan reviews; interprets codes ordinances and regulations and issues department codes. Determines the structural soundness of buildings and construction projects. EDUCATION MS in Civil Engineering Polytechnic University of Puerto Rico BS in Civil and Structural Engineering Central University of Las Villas, Cuba STATE OF FLORIDA LICENSE Professional Engineer PE59888 Certified Board of Rules and Appeals (BORA) Miami-Dade County State Requirements for Educational Facilities (SREF) EXPERIENCE Project Manager, Stadium Expansion, (Florida International University (FIU). Responsible for technical matters, assisting in the design review in the field of structural engineering and threshold inspections. The New Florida Panthers Football Stadium is a structural steel threshold structure for approximately 18,000 people with capacity for future expansion. The upper decks are made of metal deck and concrete slab. Project Manager, Parking Garage V & Stadium Expansion (Florida International University (FIU). Responsible for providing threshold inspections. This garage is a 6-level garage with approximately 750,000 gross square feet and up to 2,100 parking spaces. Project Manager responsible for technical matters, assisting with the threshold inspections. The New Florida Panthers Football Stadium is a structural steel threshold structure for approximately 18,000 people with capacity for future expansion. The north addition of the stadium concluded the original expansion and renovation of the structure, adding new ramps and seating capacity. Miami Dade College (MDC) Hialeah & Kendall Campus New Parking Garage and new and remodeled Buildings. Building 3000 remodeling and miscellaneous projects. CARLOS DEL PINO, PE - QA/QC MANAGER 32 710 Judson D. Dulany, BU, PX, BN Project Manager, Building Official, Building Plans Examiner & Inspector Mr. Dulany has over thirty-five (35) years of experience in construction management and twenty (26) years of hands-on construction skills gained through experience as a commercial, residential, and industrial State of Florida Certified Building and Roofing Contractor and Building Code Administrator. He is knowledgeable in all aspects of construction: estimating, contracts, underground utilities, site work, foundations, structural walls, sub-contractors (electrical, HVAC, plumbing) and roof systems. Building Official, Building Plans Examiner, Inspector and Floodplain Manager, C.A.P. Government, Inc. 2015 – Present Responsible for planning, directing, and overseeing CAP’s Palm Beach County operations. Serves as the Building Official for several municipalities in Palm Beach and Central Florida region: Glades County, City of Belle Glade, City of South Bay, City of Pahokee, Town of Malabar, Town of Palm Shores, and the City of Bunnell. Reviews building plans for compliance with the Florida Building Code and local regulations; prepares written reports on code discrepancies and code violations; develops, maintains, and updates records of codes and plan reviews. Determines the structural soundness of buildings and construction projects. EDUCATION Associate of Arts Business Palm Beach Community College STATE OF FLORIDA LICENSE Building Code Administrator BU1990 Building Plans Examiner PX3626 Building Inspector BN6644 Building Contractor CBC058100 Roofing Contractor CCC057998 Home Inspector HI5254 Certified Flood Plain Manager EXPERIENCE Owner & Operator, Grace Construction, Inc. 1997 – 2015 Self-employed State certified building and roofing contractor. Responsibilities included customer relations, material takes offs, blueprint comprehension and bonding requirements. Day to day operations of construction and roofing companies estimates for commercial, industrial, and residential customers. design build campgrounds, marina renovations, recreational parks. Also served as project manager for general contractor fast food restaurants construction, east and west coast of Florida. Superintendent, Tripp Construction, Inc., 1997 - 1998 Responsibilities included: • 500 plus single-family home construction • Multi-family housing construction 1,2, and 3 Story • Medical Office and emergency room construction • Law enforcement gun range • Educational construction classrooms and auditorium • Industrial storage building, farm warehouses, metal buildings • Parks and Recreation Facilities Construction JUDSON D. DULANY, BU, PX, BN PROJECT MANAGER, BUILDING OFFICIAL, BUILDING PLANS EXAMINER & INSPECTOR 33 711 JEFFREY PARSONS, BU, PX, BN BUILDING OFFICIAL Jeffrey Parsons, BU, PX, BN Building Official, Building Plans Examiner & Inspector Mr. Parsons has experience performing inspections on residential and commercial. Coordinating sub-contractors for quality control and safety. Reviewing plans and preparing inspection reports including a detailed protocol for a thorough and safe remediation or abatement as needed for their property. Provisional Plans Examiner, C.A.P. Government, Inc. 2023 – Present Reviews plans to ensure that the plans meet building codes and requirements of the state, county, and city where the construction is taking place. Responsible for inspecting the installation of electrical systems and equipment to detect faulty wiring and ensure they comply with electrical codes and standards. Visits construction sites and residences, perform inspections, and makes recommendations for improvement. responsible for direct regulatory administration or supervision of plan review, enforcement, or inspection of building construction, erection, repair, addition, remodeling, demolition, or alteration projects that require permitting indicating compliance with building, plumbing, mechanical, electrical, gas, fire prevention, energy, accessibility, and other construction codes as required by state law or municipal or county ordinance. STATE OF FLORIDA LICENSE Building Code Administrator BU2310 Building Plans Examiner PX5222 Building Inspector BN9222 EXPERIENCE Healthy Home Environmental Services LLC, Founder & CEO Daily activities included coordinating schedules for inspectors, technicians, and department managers. Worked directly with larger clients like INL (Idaho National Lab), Department of Energy, Department of Navy, and the FBI as well as others. Environix , Lead Inspector Daily activities included performing inspections on residential and commercial properties for the presence of microbial growth, asbestos, lead, or a suspected contaminant affecting the indoor environment. Provided the client with an inspection report including a detailed protocol for thorough and safe remediation or abatement as needed for their property. Larkspur Construction, Project Superintendent For Trail Creek Springs – Responsible for the coordination of all sub- contractors in respect to scheduling, quality control, payments, safety, or any other correspondence with the building contractor. Trail Creek Springs is a high-end town-home project located in Victor, Idaho. First Coast Financial, Project Manager Conducted major renovations of multi-family residential and commercial projects located throughout the state of Florida. Hometown Communities, Project Superintendent and Design Specialist Project Superintendent For approximately 300 homes built throughout Flagler County Florida. 34 712 Victor Galego, PX Building Plans Examiner Mr. Galego has over nine (9) years of experience working as a Building Plans Examiner and Inspector Building Plans Examiner & Inspector, C.A.P. Government, Inc. 2023 – Present Reviews building plans for compliance with construction codes and regulations; prepares written reports on code discrepancies and code violations; develops, maintains and updates records of codes and plan reviews; interprets codes ordinances and regulations and issues department codes. Determines the structural soundness of buildings and construction projects. EDUCATION Associates Degree Florida National University STATE OF FLORIDA LICENSE Certified General Contractor CGC1532983 State of Florida Standard Plans Examiner PX5042 State of Florida Provisional Building Inspector PBI2601 EXPERIENCE Building Plans Examiner, City of Palm Bay Building Department, Palm Bay, FL 2023-2023 • Review and approve plans for permit approval • Enforce all local, state and federal laws, ordinances and regulations to ensure the safety and welfare of the general public • Identify compliance problems and issue code violations, interpret city code and advice violators of expected time frame to correct infraction Project Manager, Asher Contractor, Corp., Miami, FL 2015-2022 • Supervise all construction operations for residential and commercial clients • Able to ensure compliance with approved drawings and specifications of the jobs, building code, while supervising subcontractors and technical work • Obtaining permits for residential and commercial site plans Supervisor, Grana Electric & Air Conditioning INC., Port St Lucie, FL 2009-1015 • Supervise all construction operations for residential and commercial clients • Able to ensure compliance with approved drawings and specifications of the jobs, building code, while supervising subcontractors and technical work • Obtaining permits for residential and commercial site plans VICTOR GALEGO, PX BUILDING PLANS EXAMINER 35 713 Manuel R. Barrera, PX, BN Mechanical Plans Examiner Mr. Barreara has over twenty- eight (28) years of experience as a licensed mechanical and air conditioning contractor, specializing in the review of mechanical design documents and field inspections for compliance with the requirements of the Florida Building Code (FBC), with emphasis on the requirements of the FBC- Mechanical and the Florida Energy Conservation Code Mechanical Plans Examiner, C.A.P. Government, Inc. 2024-Present Responsible for inspection of mechanical, and other systems for commercial and residential sites, like appliances, boilers, elevators, gas and oil lines, and HVAC systems. Evaluates and approves or disapproves of the work done in accordance with local and state regulations. Reviews plans to ensure that the plans meet building codes and requirements of the state, county, and city where the construction is taking place. Evaluates and interprets mechanical documents. EDUCATION Bachelor of Science, Business Management Nova University, Ft. Lauderdale Associate of Science, Air Conditioning Engineering Technology Miami Dade Community College, Miami, FL Air Conditioning, Refrigeration, and Heating Miami Lakes Technical Education Center, Miami Lakes Institute for Facilities Management Program APPA: The Association of Higher Education Facilities Officers STATE OF FLORIDA LICENSE Standard Inspector BN8014 Standard Plans Examiner PX4647 EXPERIENCE Sr. Mechanical Inspector/Plans Examiner, Mechanical Inspector, City of Fort Lauderdale Development Services Department 2019-2021 • Performs technical work through enforcement and inspection of local and state building codes governing the installation and operation of mechanical and HVAC systems throughout the city. • Inspects new and existing, permitted air conditioning, mechanical ventilation systems and refrigeration installations in residential, commercial, and industrial buildings within city limits to ensure adherence to the FBC, safety standards, local laws, and ordinances. • Confers with architects, engineers, general contractors, attorneys, property owners and others regarding inspections, building materials and practices, and code enforcement matters. • Investigates complaints relating to mechanical systems in construction and repairs including interviewing property owners, tenants, and complainants to determine the nature of violations and recommending corrective measures. • Reviews building plans and specifications of proposed mechanical installation in detail for conformity with the Florida Building Code, City Code of Ordinances and other applicable rules and regulations. 36 714 Manuel R. Barrera, PX, BN Mechanical Plans Examiner & Inspector Mr. Barreara has over twenty- eight (28) years of experience as a licensed mechanical and air conditioning contractor, specializing in the review of mechanical design documents and field inspections for compliance with the requirements of the Florida Building Code (FBC), with emphasis on the requirements of the FBC- Mechanical and the Florida Energy Conservation Code Mechanical Plans Examiner and Inspector, C.A.P. Government, Inc. 2024-Present Responsible for inspection of mechanical, and other systems for commercial and residential sites, like appliances, boilers, elevators, gas and oil lines, and HVAC systems. Evaluates and approves or disapproves of the work done in accordance with local and state regulations. Reviews plans to ensure that the plans meet building codes and requirements of the state, county, and city where the construction is taking place. Evaluates and interprets mechanical documents. EDUCATION Bachelor of Science, Business Management Nova University, Ft. Lauderdale Associate of Science, Air Conditioning Engineering Technology Miami Dade Community College, Miami, FL Air Conditioning, Refrigeration, and Heating Miami Lakes Technical Education Center, Miami Lakes Institute for Facilities Management Program APPA: The Association of Higher Education Facilities Officers STATE OF FLORIDA LICENSE Standard Inspector BN8014 Standard Plans Examiner PX4647 EXPERIENCE Sr. Mechanical Inspector/Plans Examiner, Mechanical Inspector, City of Fort Lauderdale Development Services Department 2019-2021 • Performs technical work through enforcement and inspection of local and state building codes governing the installation and operation of mechanical and HVAC systems throughout the city. • Inspects new and existing, permitted air conditioning, mechanical ventilation systems and refrigeration installations in residential, commercial, and industrial buildings within city limits to ensure adherence to the FBC, safety standards, local laws, and ordinances. • Confers with architects, engineers, general contractors, attorneys, property owners and others regarding inspections, building materials and practices, and code enforcement matters. • Investigates complaints relating to mechanical systems in construction and repairs including interviewing property owners, tenants, and complainants to determine the nature of violations and recommending corrective measures. • Reviews building plans and specifications of proposed mechanical installation in detail for conformity with the Florida Building Code, City Code of Ordinances and other applicable rules and regulations. 37 715 MANUEL ESPINOSA, PX, BN Mechanical & Electrical Plans Examiner & Inspector Mr. Espinosa has over ten (10) years of experience working as a Mechanical Plans Examiner & Inspector. Able to troubleshoot a variety of A/C and refrigeration equipment, perform electrical repairs familiar with OSHA regulations MSDS (Material Safety Data Sheets) and the right use and control of refrigerants, improve customer satisfaction and provide a safe work environment. He is skilled in Blueprint Reading, has Mechanical knowledge, Service Technician Experience, Plumbing, and Mechanical. Mechanical Plans Examiner & Inspector, C.A.P. Government, Inc. 2021 – Present Reviews plans to ensure that the plans meet building codes and requirements of the state, county, and city where the construction is taking place. Responsible for closely inspecting of mechanical, and other systems for commercial and residential sites, like appliances, boilers, elevators, gas and oil lines, and HVAC systems. Evaluate and approve or disapprove of the work done in accordance with local and state regulations. Examine and test new or existing plumbing systems in buildings to make sure they are installed. EDUCATION Bachelor of Science Business Administration Palm Beach Community College STATE OF FLORIDA LICENSE Mechanical Plans Examiner PX4694 Mechanical Inspector BN8214 EXPERIENCE HVAC Contractor 2019 Extremely knowledgeable with OSHA Florida Building Code and other Federal and State safety regulations. President & Owner, MTG Air Conditioning 2019 Responsible for permits with the city’s management, the process of a/c installation, following the guidelines of the Florida Building Code service, and repairs of all kinds of air conditioning units and refrigeration equipment handling contracts and customer complaints materials and supplies. Chief Engineer, Fairfield Inn by Marriott 2018-2019 In charge of daily operations and assisting the General Manager on special projects and tasks. Assistant Chief Engineer, Frenchman’s Creek Golf & Country Club 2016 – 2018 Assisted the Chief Engineer in ensuring that all operations ran smoothly for the Engineering Department and facilitated all member requests. MANUEL ESPINOSA, PX, BN 38 716 Charles Brown, BN Electrical Inspector Mr. Brown has forty (40) years of experience working with Electrical Inspections for Commercial and Residential. Electrical Inspector C.A.P. Government, Inc. 2022 – Present Responsible for inspecting the installation of electrical systems and equipment to detect faulty wiring and ensure they comply with electrical codes and standards. Visits construction sites and residences, performs inspection, and makes recommendations for improvement. EDUCATION Masters in Transportation Engineering Florida International University FIU Miami, Florida – USA Master’s in Construction Management New Jersey Institute of Technology NJIT Newark, New Jersey – USA Bachelor of Science Civil Engineering Universidad Del Norte Barranquilla, Colombia STATE OF FLORIDA LICENSE Civil Engineer PE62454 EXPERIENCE Electrical Inspector, Palm Beach County Planning & Zoning 2002 – 2020 Commercial and Residential. Review contractor work to follow Florida Building Codes (FBC). Electrician, I.M. Electric 2020 – 2021 Oversee all aspects of jobs. Coordinate with other trades for smooth production/workflow. Knowledge of all phases of Bonding & Grounding, generator installation, all aspects of transformer installations (including step up and step downs). Ability to read plans to execute correct installations. Static Electric 1997 – 1999 Supervise 5-15 employees. Order/schedule materials and installations. Estimate project inspection dates. Oversee all aspects of job. Coordinate with other trades for smooth production. Troubleshooting and all types of work control. Present problems to Engineers/Architects and solve situations. Able to run numerous jobs at one time. CHARLES BROWN, BN ELECTRICAL INSPECTOR 39 717 Anthony D’Auria, PX, BN Plumbing & Mechanical Plans Examiner & Inspector Mr. D’Auria has over forty (40) years of experience as a licensed and certified inspector and plans examiner, for the State of Florida. He has years of accomplished business, operations and project management experiences, both on the field and in the office. Inspecting and evaluating all types of commercial and residential multi-story, sanitary and storm systems, with water distribution systems, while clarifying and enforcing the Florida State Building Code. Plumbing and Mechanical Plans Examiner & Inspector, C.A.P. Government, Inc. 2019 – Present Responsible for closely inspection of mechanical, and other systems for commercial and residential sites, like appliances, boilers, elevators, gas and oil lines, and HVAC systems. Evaluate and approve or disapprove of the work done in accordance with local and state regulations. Examine and test new or existing plumbing systems in buildings to make sure they are installed. Reviews plans to ensure that the plans meet building codes and requirements of the state, county, and city where the construction is taking place. EDUCATION Master & Journeyman Plumber, Gas Massachusetts State Board Fitter, Fire Protection Licenses Business Management and Administration Classes STATE OF FLORIDA LICENSE Mechanical & Plumbing Plans Examiner PX4133 Mechanical & Plumbing Inspector BN7353 EXPERIENCE Assistant Vice President of Facilities, Florida Atlantic University 2011 - 2015 Responsibilities included facilities and engineering responsibility for five campuses totaling over six million square feet on 800 plus acres. Oversight of duties of Engineering and Utilities; Building Code Administration; Space Utilization; Building and Grounds; Facilities Planning; and Environmental Health Safety. Plumbing Plans Examiner & Inspector 2018 – 2019 Plan Review and Inspections for code compliance on commercial and residential projects. Reviewed blueprints and permits for accuracy with the Florida Building Code. Inspected all aspects of underground, top-out, and finish work for plumbing, accessibility, energy conservation and gas codes. Plumbing Plans Examiner & Inspector, City of Boca Raton 2016 – 2019 Met with plumbing contractors, GC’s, owners, architects, engineers, etc. to review blueprints and permits for accuracy. Identified any health and safety violations. Completed detailed list of code violations as required, per job site permit. ANTHONY D’AURIA, PX, BN 40 718 Herbert Smith Fire Plans Examiner & Inspector Mr. Smith has over (38) thirty-eight years of experience working as a Fire Plans Examiner & Inspector. Fire Plans Examiner & Inspector, C.A.P. Government, Inc. 2023 – Present Responsible for conducting inspections of residential, institutional, and commercial properties to determine hazardous conditions and enforce compliance with city fire safety laws and ordinances. EDUCATION Ricky Rescue Fire Training Academy STATE OF FLORIDA LICENSE Fire Safety Inspector I 79676 EXPERIENCE Fire Inspector/ Fire Chief, City of Okeechobee Fire Department. 1992 – 2022 Responsible for attending and participating in TRC meetings with contractors prior to project approvals. Reviewed all plans associated with these projects. After approval of projects, received fire safety plans, fire protection plans (kitchen hoods, sprinklers, fire alarms, booths, etc.). Reviewed plans and worked closely with the City's contracted Building Department. Performed as needed inspect services and ensured plans were followed as approved. Reviewed and discussed "add-ons" with contractors as well as any updated plans for review. Conducted acceptance testing of fire protection systems prior to signing off on projects. Assisted fire officers with fire inspections based on the need and type of systems. Assisted the school officials with fire and life safety inspections annually and reported same to the state as required. Conducted hundreds of inspections and plan reviews regarding commercial buildings and projects as well as any residential projects meeting three or more-unit requirements. Projects include Health Care Facilities, Detention, Government (courthouse), multi-story hotels, Gas stations, LP and Natural Gas, and many more. Fire Inspector, Pratt & Whitney Fire Rescue, 1989 – 1992 Received training and gained experience regarding Fire Protection Systems. Maintained and inspected the systems daily as well as ran tests on all the pumps at many different locations for our firefighting. water source via the Pump House. Encountered Halon systems and all forms of fire alarms systems. Firefighter / EMT, Okeechobee County Fire Rescue 1985 – 1989 Part-Time off and on for several years while employed with the city of Okeechobee prior to becoming Chief. HERBERT SMITH FIRE PLANS EXAMINER & INSPECTOR 41 719 Hernan Lopez Fire Inspector Mr. Lopez has experience in performing the necessary administrative and clerical work. He is familiar with the county submission permitting process in terms of drafting initial consultations and project estimates. Fire Inspector C.A.P. Government, Inc. 2023 – Present Responsible for inspecting projects under construction for compliance with fire codes. Maintains inspection records and statistics as required. Inspect fire alarm systems EDUCATION Certified Fire Safety Inspector Division of State Marshal Music Major with profession in Technique career in Music Ministry High School Diploma Southwest High School EXPERIENCE Project Manager, Regixa Corp., Boca Raton, FL. 2015 – 2023 Acted as a liaison between management and clients to coordinate important dates and deadlines. Provided telephone assistance to new clients and scheduled initial consultations and project estimates. Reviewed and responded to correspondence letters, emails, and faxes. Performed all other necessary administrative and clerical work. Assisted in drafting and preparing permits for respective county submission. Coordinated and managed monthly work schedules. Legal Assistant & Intake Specialist, The Ticktin Law Group, P.A., Deerfield Beach, FL. 2015 Assisted in drafting legal pleadings for attorneys, including legal correspondence and court filing. Maintained open communication with managing attorneys and assisted in requesting and submitting billable hours. Received new referrals and open files. Completed summary sheets for attorney’s initial file review. Handled correspondence and prepared responses for letters calls, emails, and faxes. Performed e- filing of legal documents with the court for the corresponding counties. Scheduled hearings with the judge’s judicial assistant and opposing counsel. Ensured that legal documents were processed and handled in a timely and efficient manner to comply with appropriate regulations and deadlines. Assisted in managing all other clerical work as needed. Senior Account Executive & Assistant to Manager, Baric Enterprise, Inc. Boca Raton, FL. 2011 – 2014 Responsible for intake and assigned potential referrals. Lead employee training and development. Drafted funding contracts, issued, and authorized checks. HERNAN LOPEZ FIRE INSPECTOR 42 720 Exhibit “A” Scope of Services 721 RFP # 01-25-01 TR MANDATORY FORM EXHIBIT "A" SCOPE OF SERVICES. Services A.City operating hours. The City's operating hours are Monday through Friday, 8:00 a.m. to 5:00 p.m., except for certain holidays. Service Provider shall provide municipal building department services to the City's citizens and clients. B.Services. The Services to be provided by Service Provider pursuant to this Agreement shall include, but not be limited to building code administration services; plans examination of both residential and commercial projects prior to permit issuance; and, field inspection of both residential and commercial projects located within the City, as further described herein. Service Provider shall meet all responsibilities of building code administrators, plans examiners, and inspectors as provided in Section 468.604, Florida Statutes, and as otherwise described herein. 1.Building Code Administration/Building Official (“Building Official") Services a.Service Provider shall provide to the City, on a daily basis, a Building Official who shall be licensed in accordance with Chapters 468 and 553, Florida Statutes, as may be amended, as a Building Code Administrator by the State of Florida. b.The Building Official is responsible for direct regulatory administration or supervision of plan review, enforcement, or inspection of building construction, erection, repair, addition, remodeling, demolition, or alteration projects that require permitting indicating compliance with building, plumbing, mechanical, electrical, gas, fire prevention, energy, accessibility, and other construction codes as required by state law or municipal or county ordinance. c.The Building Official is authorized to enforce the provisions of the City Code. The Building Official shall have the authority to render interpretations of the City Code and to adopt policies and procedures in order to clarify the application of its provisions. Such interpretations, policies and procedures shall be in compliance with the intent and purpose of the City Code. Such policies and procedures shall not have the effect of waiving requirements specifically provided for in the City Code. d.The Building Official shall receive applications, review construction documents and issue permits for the erection, and alteration, demolition and moving of buildings and structures. inspect the premises for which such permits have been issued and enforce compliance with the provisions of the City Code. The Building Official shall examine or cause to be examined the accompanying submittal documents and shall ascertain by such examinations whether the construction indicated and described is in accordance with the requirements of this code and other pertinent laws or ordinances. e.The Building Official shall make all of the required inspections, or the Building Official shall have the authority to accept reports of inspection by its authorized plans examiners and inspectors. f.The Building Official shall issue all necessary notices or orders to ensure compliance with this code. g.The Building Official shall investigate complaints regarding building construction codes, ordinances, or hazards. The Building Official shall issue Stop Work Orders as required to achieve compliance. h.The Building Official shall carry proper identification when inspecting structures or premises in the performance of duties under this code. 43 722 RFP # 01-25-01 TR MANDATORY FORM i.Where it is necessary to make an inspection to enforce the provisions of this code, or where the Building Official has reasonable cause to believe that there exists in a structure or upon a premises a condition which is contrary to or in violation of this code which makes the structure or premises unsafe, dangerous or hazardous, the Building Official is authorized by the City Code to enter the structure or premises at reasonable times to inspect or to perform the duties imposed by this code, provided that if such structure or premises be occupied that credentials be presented to the occupant and entry requested. If such structure or premises is unoccupied, the Building Official shall first make a reasonable effort to locate the owner or other person having charge or control of the structure or premises and request entry. If entry is refused, the Building Official shall have recourse to the remedies provided by law to secure entry. j.The Building Official shall keep official records of applications received, permits and certificates issued, fees collected, reports of inspections, and notices and orders issued. Such records shall be retained in the official records for the period required for retention of public records pursuant to Chapter 119, Florida Statutes. k.The Building Official shall respond to architects, engineers, contractors, building owners and associates, City staff, officials and the general public, or as otherwise directed by the City, concerning the explanation and interpretation of building codes and standards relating to construction within the City, or other matters as requested by the City. I.The Building Official shall report directly to the City's Community Development Director as needed or requested by the City. m.The Building Official shall attend any meetings as requested by the City (including but not limited to development review, preconstruction and construction meetings) and will represent the City's interest in oversight of all construction projects within the City. Upon request by the City, the Building Official shall evaluate current permitting, plan review, inspection and certificate issuance processes of the City. Any recommendations will be made to the Community Development Director, or his/her respective designee, n.The Building Official is responsible for supervision of all Service Provider employees assigned to the City. The Building Official shall provide oversight in work processes to City staff working within the Community Development Department or as otherwise directed. The Building Official shall coordinate with City departments and City staff in the performance of Services for the City. o.The Building Official shall be knowledgeable regarding and enforce the latest, most current edition of the Florida Building Code and the National Electrical Code. p.The Building Official shall be available for and provide timely responses to the City in the case of emergencies whether during or outside of City operating hours. q.The Building Official shall Review and maintain all records required by the Federal Emergency Management Agency (FEMA) in association with processing of building permits and elevation certificates. 44 723 RFP # 01-25-01 TR MANDATORY FORM r.The Building Official will be responsible for monitoring construction activity and future inspection volumes. This monitoring process will involve gathering of different type of statistics from permits issued reports on a monthly basis. The Building Official will provide such information to the City Project Manager on a monthly basis or as otherwise requested by the City. s.The Building Official will attempt to respond to issues or problems reported to the Building Official on the same business day, but in any event the Building Official's response time shall not exceed 24 hours. In order to ensure public safety, response to hazards, nuisances, or Florida Building Code violation, evaluation of such complaints will be performed within one business day of receiving notice. t.The Building Official shall provide Services as requested by the City regarding post disaster (natural or manmade, including but not limited to hurricanes and other large storms) damage assessments and safety inspections. The Building Official shall work with the City during post disaster (natural or manmade) times in restoring Plan Review and Inspection Services pursuant to the Florida Building Code and executive orders of the Governor. u.The Building Official shall provide other related Services as requested by the City. 2.Plans Review Services Service Provider shall perform the state required examination, review, and analysis of construction drawings both traditional and electronic, plans and specifications to ensure compliance with adopted local, state and federal codes, ordinances, policies and regulations. Service Provider shall provide examination, review, and analysis of life safety drawings, plans and specifications to ensure compliance with adopted local, state and federal codes, ordinances. policies and regulations. Service Provider shall submit any corrections needed for compliance with Florida Building Codes. Service Provider shall process plan review comments and plan review actions. Service Provider shall establish permit valuations and permit fees based on adopted ordinances. At the request of the City, Service Provider's plans examiner staff shall attend and participate in meetings relating to plan design data and code compliance. Service Provider's plans examiner staff shall respond to code compliance and design criteria inquiries from architects, engineers, contractors, building owners and associates, City staff, officials and the general public, or as otherwise directed by the City. Service Provider shall conduct research relating to local, state and federal codes, new legislation and product approvals. Service Provider's plans examiner staff shall provide technical assistance to building inspectors as needed. All plans examiners shall be licensed as and meet the qualifications for licensure as a plans examiner as established in Chapters 468 and 553, Florida Statutes, as may be amended. 3.Field Inspection Services •Service Provider shall dispatch state licensed building code Inspectors to perform field inspections at all commercial and residential properties undergoing repair and/or construction within the City. •Service Provider shall use standard industry inspection practices when performing all inspections. •Service Provider shall use any notices specified by the City in issuance of correction notices and related when detailing areas of code deficiencies. 45 724 RFP # 01-25-01 TR MANDATORY FORM •Service Provider shall provide both commercial and residential building code inspectors, as licensed plan reviewers in all categories of building code Inspectors as further described in Section 468.603(5), Florida Statutes. •Service Provider's building code inspectors shall attend and participate in meetings relating to plan design data and code compliance. •All building code inspectors shall be licensed as and meet the qualifications for licensure as, a building code inspector as established in Chapters 468 and 553, Florida Statutes, as may be amended. 46 725 capfla.com 726 Charles Abbott Associates, Inc. 10752 Deerwood Park Blvd South, Suite 100 Jacksonville, FL 32256 Toll Free: (866) 530-4980 www.caa.inc PROPOSAL FOR RFP 01-25-01 TR Building Code and Plan Review Services City of Winter Springs 1126 East State Road 434 Winter Springs, Florida 32708 Due Date: February 21, 2025 by 2pm COPY 727 RFP 01-25-01 TR Building Code and Plan Review Services 2 A. Proposer Information Form 728 RFP 01-25-01 TR Building Code and Plan Review Services 3 A. Proposer Information Form .................................................................................................... 2 B. Table of Contents ................................................................................................................... 3 C. Introduction Letter .................................................................................................................. 4 D. Qualifications .......................................................................................................................... 5 E. Other Information ................................................................................................................. 20 F. Cost & Time .......................................................................................................................... 22 G. Mandatory Proposal Forms .................................................................................................. 24 H. Florida State Corporate Filing .............................................................................................. 44 B. Table of Contents 729 RFP 01-25-01 TR Building Code and Plan Review Services 4 Charles Abbott Associates, Inc. (CAA) is pleased to submit the enclosed Proposal for Building Code and Plan Review Services to the City of Winter Springs (City). Since 1984, CAA has been a trusted professional services consulting firm specializing in Building & Safety, Fire Prevention, Engineering, and Environmental Services. Over the years, we have remained dedicated to helping local and regional government agencies improve service efficiency. Our goal is to set the standard for excellence through unparalleled customer service, a commitment that has earned us a reputation as one of the best in the industry. This success is driven by our dedication to building a team of professionals who possess a unique combination of exceptional work ethic, mindset, experience, and skills - qualities that distinguish CAA and enable us to consistently achieve the highest standards of service. When partnering with CAA, the City gains access to over 200 qualified professionals, ready to support all its Building and Safety needs. CAA inspectors are ICC certified and have extensive experience with the enforcement of the adopted Codes and Standards. Our staff is technically qualified, trained, properly licensed and certified to provide all services to meet your needs, including building plan review, structural plan review, building code compliance review, building inspections, electrical inspections, and related services. All work will be performed under the direction of a Certified Building Official who will conduct inspections and review plans for compliance with all applicable codes, regulations, guidelines, and permits as required. We bring extensive experience in handling a wide range of projects - from large-scale economic developments such as automotive plants, hospitals, business parks, warehouses, and shopping centers, to smaller, everyday community projects. We also take pride in assisting homeowners with home renovations and additions, ensuring every project, big or small, receives the same level of expertise and attention. CAA’s commitment to excellence in customer service distinguishes us from other companies by offering a City- based team tailored to the workload. Our resource levels are carefully managed to ensure that inspections and plan reviews are completed efficiently and courteously, always responsive to the needs of both the City and its constituents. This philosophy of having a strong presence both in the City office and within the community allows us to foster close relationships, respond quickly to needs, and ensure that our services are closely aligned with the City’s goals and the community’s values. CAA offers to provide all the requested services to the City, including building code administration, building inspections, plan review, complex code interpretation, policy and procedure recommendations, complaint investigations, and all other related activities. CAA will provide guaranteed plan check turnaround times and on-call emergency staff as needed and in adherence to any established performance standards. We commit to providing the full resources and support of our firm to ensure the City benefits from the most efficient and cost-effective Building Code and Plan Review Services strategy available, and hope to partner with you in delivering exceptional public service to the builders and constituents of Winter Springs. Sincerely, CHARLES ABBOTT ASSOCIATES, INC. Rusty R. Reed, President C. Introduction Letter 730 RFP 01-25-01 TR Building Code and Plan Review Services 5 With over 40 years of experience, national representation in multiple States, and a thorough knowledge of local Building Codes, CAA is able to provide the right resources for projects of all complexities and sizes. 1. General Company Name: Charles Abbott Associates, Inc. (CAA) Corporate Headquarter: 27201 Puerta Real, #200 Mission Viejo, CA 92691 (866) 530-4980 Local Office: 10752 Deerwood Park Blvd South, Suite 100 Jacksonville, FL 32256 Contact Person: Tim Inglis, CBO Vice President (470) 421-0046 timinglis@caa.inc Entity Type: Corporation Date of Incorporation: 1984 Principal Officers: Sue Abbott, Rusty Reed Federal Tax ID: 33-00753899 Number of Employees: 221 Services Provided: Building Official Services, Building Plan Reviews, Public Works Administrative Services, Engineering Plan Reviews, Fire Plan Reviews, Building Inspections, Environmental Compliance Services There have been no significant changes in organizational structure, ownership, or management within the firm or specifically in Fixed Income/Public Finance over the past five years. 2. Proposer Experience CAA currently provides similar services to cities and counties in Florida, Georgia, Colorado, Nevada, and California. Our local clients include: Name of Client: Town of Lady Lake, FL Population: 16,699 Services: Building Official, Inspections, Plan Review, and additional services as needed. Project Description: All inspections completed next day, all plan reviews completed in the timelines required by the City. Projects vary in complexity as well as type from residential to commercial/industrial and multi-family. Client’s Point of Contact: Thad Carroll, Growth Management Director Phone Number: (352) 751-1521 Email: tcarroll@ladylake.org D. Qualifications 731 RFP 01-25-01 TR Building Code and Plan Review Services 6 CAA provides full service building department services, including building official, permitting, plan reviews and inspections for the Town of Lady Lake. Name of Client: City of Clermont, FL Population: 44,530 Services: Residential and Commercial Plan Review Services, Building Inspections Project Description: All plan reviews and inspections completed in the timelines required by the City. Projects vary in complexity as well as type from residential to commercial/industrial and multi-family. Client’s Point of Contact: Lisa Widican, Building Services Director Phone Number: (352) 241-7301 Email: lwidican@clermontfl.org CAA provides residential and commercial plan review as well as building inspections for the City. Name of Client: Leon County, FL Population: 292,817 Services: Residential and Commercial Plan Review Services. Project Description: All plan reviews completed in the timelines required by the County. Projects vary in complexity as well as type from residential to commercial/industrial and multi- family. Client’s Point of Contact: Josh McClellan, Plan Review Administrator Phone Number: (850) 606-1339 Email: mcclellanj@leoncountyfl.gov CAA provides residential and commercial plan review for the County, including Project Mango, a new 630,000 sq. ft. Amazon fulfillment center with a capital investment of $200 million, making it the largest facility of this type in Tallahassee and surrounding counties. The project has an expected economic impact of $451.1 million, creating 1,346 permanent jobs and 2,256 construction-related jobs. the project is planned on a 170-acre site on the north side of Mahan between I-10 and Thornton Road. One hundred and ten acres of the property will be developed, three lots will be reconfigured for future development and nearly 30 acres will be set aside as a conservation area. The following are some of the other cities and counties we work with across the country in a similar capacity: Georgia: City of Camilla City of Dawsonville City of Canton City of West Point Bryan County Lamar County Lumpkin County City of Johns Creek City of Zebulon City of Fairburn City of Chamblee City of LaGrange City of Forsyth/Monroe County City of Adairsville City of Thomaston Bartow County Butts County Spalding County City of Emerson California: City of Laguna Hills City of Lake Elsinore City of Port Hueneme City of Lake Forest City of Moreno Valley City of Calimesa City of San Dimas City of Duarte City of Redondo Beach City of Mission Viejo City of Laguna Hills City of Los Alamitos City of Cypress City of Rancho Santa Margarita City of Laguna Niguel City of Aliso Viejo City of Camarillo City of Yucaipa City of Twentynine Palms Nevada: City of Carson City Town of Pahrump Nye County Colorado: Gilpin County City of Centennial City of Louisville Town of Fairplay Town of Blue River Town of Breckenridge City of Fort Morgan Town of Keenesburg Town of Bennett City of Wheat Ridge Town of Lyons 732 RFP 01-25-01 TR Building Code and Plan Review Services 7 City of Covington City of Albany/Dougherty County City of Jackson City of Peachtree City City of South Fulton City of Dahlonega City of Hogansville City of Brookhaven City of Manchester City of Griffin City of Riverdale City of Palmetto Town of Yucca Valley Town of Apple Valley City of Hidden Hills City of Moorpark Large Project Experience Samples Children's Healthcare of Atlanta (CHOA) is the premier children's hospital in Georgia and the Southeast. CAA is providing all permitting, plan review, and inspection services for the 19 stories tall and 1.6 million sq. ft. building under construction in Brookhaven, Georgia. Wheat Ridge, Colorado is the site of the new $650 million replacement building for the existing SCL Health Lutheran Medical Center. The “hospital of the future” sits on a 26-acre parcel on the I-70 corridor, expanding access to emergency and critical care for families up and down the Jefferson County and West Denver suburbs. The hospital is expected to employ 2,000 people and contribute more than $1.1 billion in annual local economic impact. CAA provides all building department services for the City of Wheat Ridge and thus coordinates all permitting, plan review, and inspection services for this project. CAA’s newest large development project is the SK electric battery plant in Bartow County, which is expected to be built by 2025. SK is partnering on the new plant with Hyundai Motor Group, whose own $5.54 billion meta plant in Bryan County has already begun attracting a number of suppliers from Korea. The SK factory will occupy 3.3 million square feet on a 1,119 acre plot located on Highway 411, and is estimated to generate $40 million in tax revenue per year. CAA represents Bryan County, Georgia on all things related to site development and building safety for the 2,200 acre site of the new Hyundai plant along I-16 in Bryan County. The project amounts to a $7.5 billion investment, the largest economic development deal by number of jobs ever recruited by the State of Georgia. 733 RFP 01-25-01 TR Building Code and Plan Review Services 8 CAA exclusively serves public agencies and proposes to perform the following services for the City: CAA is able to provide the review of all building and engineering plans, inspection of all buildings and structures, providing inspection reports, and advising City staff as needed. CAA will ensure compliance with State Codes and construction related zoning requirements. CAA will be responsible for the administration and enforcement of the City’s various codes and ordinances related to building safety while ensuring that the health and safety of the public are maintained through adherence to the requirements established by law for the construction, alteration or use of new and existing buildings. Building Code Administration CAA provides dedicated Building Officials to be responsible for the administration and enforcement of the various codes and ordinances related to building safety while ensuring that the health and safety of the public are maintained through adherence to the requirements established by law for the construction, alteration or use of new and existing buildings. CAA is able to assist in protecting the economic interests of the community with the ultimate goal of ensuring the development of safe and sustainable buildings for subsequent generations. Our Services include the following responsibilities: • Ensure compliance with adopted building codes, ADA Standards for Accessible Design and the Georgia Accessibility Code, energy codes, zoning conditions, certificate of appropriateness and conditions of approval. • Continually review building codes and recommend code updates as needed or required by State law; provide direction in the processing of complex Building Codes issues, including historic structures, and dispute resolution; develop and maintain Building and Safety Procedures Manual. • Ensure preparation of detailed monthly, quarterly, and annual reports of their activities to the City on accountability report forms approved by the City. The reports will include, but are not limited to, fees collected, staffing levels provided, staff hours expended, the number of plans reviewed, number of inspections performed, and other statistical information pertinent to the services provided. • Attendance of Planning Commission and Council meetings (as-needed); participate in pre-development review meetings and provide comments; attend meetings of other local building officials to discuss proposed code changes, enforcement issues, new code compliant technology and alternatives. • Ensure proper staffing levels, supervision and training of all subordinate team members in order to maintain the minimum production standards, and provide quality control review of plan checks, inspections and permit processing in order to achieve customer service expectations. • Develop training and educational materials relevant to building safety for dissemination to the elected and appointed officials, contractors and general public, and provide resolution of residents and building community inquiries and complaints. • Additional services as needed and as requested by the City. 734 RFP 01-25-01 TR Building Code and Plan Review Services 9 Plans Review Services CAA offers to provide the plan review of all structures for compliance with all local ordinances and State and Federal laws that pertain to Building and Safety, and for compliance with the adopted Building Code. Our approach to plan review ensures that plans submitted to CAA for review are properly tracked and processed. Our system ensures that each plan or permit is assigned, returned, and handled on time and within budget. The status of any plan can easily be determined at any point in time. Our registered professionals and certified plan examiners review all plans and calculations, thus assuring that the technical components and all code items are thoroughly reviewed. Most of our plans examiners are cross-trained and also certified as inspectors, providing a very efficient use of personnel and expediting the process for the applicant. We provide timely turnaround of plan reviews and re-reviews based on guaranteed turn-around times. Our staff also handles any coordination required as part of the review. A certified plan reviewer will conduct a thorough and lawful review of submitted construction documents for compliance with the following: • Structural Plans: Structural engineers licensed by CAA review plans for compliance with code requirements related to gravity loads, lateral loads, and special conditions. Calculations and materials are evaluated for accuracy and conformance, covering projects ranging from single-family homes to high-rise buildings. • Energy Efficiency: CAA staff, certified and extensively trained in Energy Efficiency Standards for Residential and Non-Residential Buildings, ensure plans meet state program requirements and minimum code compliance. • Accessibility Compliance: CAA personnel are ICC-trained in accessibility standards, including ADA and the Georgia Accessibility Code. Staff proactively support local Fire Marshals and communities in enforcement when requested. • Sustainable Design: CAA supports environmentally conscious development consistent with LEED certification standards, providing Green Building-certified staff when needed to enhance projects through collaboration and sustainable practices. • Efficient Service Delivery: CAA offers green service options such as electronic plan reviews, virtual permit services, and video conferencing to minimize environmental impacts, reduce paper use, and lower the City’s and CAA’s carbon footprint. Plan Review Timeframes The following are maximum plan review times: Single Family Dwellings 10 business days Re-Review 5 business days Minor Alterations of Single Family Dwellings 5 business days Tenant Improvements 10 business days Additions 10 business days New Commercial/Industrial 10 business days Revisions to Approved Plans 1–5 business days 735 RFP 01-25-01 TR Building Code and Plan Review Services 10 Field Inspection Services CAA is able to provide qualified Building Inspectors whose background, experience, applicable certifications and demeanor demonstrates the ability to conduct inspections in accordance with jurisdictional standards. Building inspections of all structures will ensure compliance with all local ordinances and State and Federal laws that pertain to Building and Safety. Our highly qualified and certified inspectors are thoroughly trained on these codes and local amendments, and maintain a close working relationship with planning, code enforcement and public works personnel. Inspectors assigned to the City are able to: • Coordinate all building inspection requests, and perform periodic construction inspections for compliance with adopted building codes, approved plans, and other standards as adopted by the City. • Provide complete, clear, concise corrections for the permit holder; corrections will be provided in a legible list and presented in a professional manner. Inspection reports will include at minimum: (a) the date and time of inspection, type of inspection, name of inspector, list of violations, corrective actions; and (b) authorization to proceed or notice of failure (whichever is applicable). • Ensure that all inspection turn-around times are met or improved, all inspections are conducted when requested, and emergency response is timely and effective. CAA will perform all inspections called in before 4pm no later than the end of the following business day. • Observe all safety and security procedures, and report potentially unsafe conditions immediately CAA staff is trained to quickly identify and document any areas of non-compliance, and is able to suggest corrective actions or alternate means where applicable. • Report code enforcement violations to the City immediately. CAA will submit a written record to the City as a result of any inspection within 24 hours after inspection period. CAA will issue stop-work notices for non- conforming building activities as required. • Attend meetings with staff, public officials, developers, contractors, and the general public as needed or directed in order to resolve problems and issues quickly and efficiently, as well as provide inspection consultations to citizens, applicants and contractors. • Conduct any necessary or required emergency inspections as directed by the City. Investigations will include field and office research, follow-ups and preparation of documentation. • Provide additional services as needed and as requested by the City. 736 RFP 01-25-01 TR Building Code and Plan Review Services 11 3. Team Experience Since our incorporation in 1984, CAA has grown into a dynamic firm with a full-time staff of over 200 professionals. Our low staff turnover reflects our commitment to employee retention and professional growth, ensuring stability and continuity for our clients. We employ a fully credentialed, cross-trained team dedicated to meeting the highest standards in building and safety services. Each member of our staff brings extensive experience in public sector projects, contributing to the efficient and effective execution of our services. CAA’s proposed team of highly qualified plan reviewers is well-trained, experienced, and thoroughly familiar with the adopted codes. We employ only licensed and registered professionals with extensive construction expertise, all properly credentialed by the State of Florida. Our staff is fully certified and equipped to provide inspection and plan review services in compliance with FEMA/NFIP Standards, Local Floodplain regulations, and the Florida Building Code. By working closely with engineers, architects, and designers, our plan review team ensures constructability, adherence to state and federal codes, Florida Land Development Regulations (LDRs), and best building practices. Our model guarantees efficient and courteous inspections and plan reviews, always responsive to the City and the public’s needs. In times of increased workload, CAA has the capacity to deploy additional certified and qualified personnel to meet demand without compromising service quality. To ensure continued excellence, we provide our staff with ongoing training, both in-house and through professional seminars and courses. This ongoing education ensures our team remains knowledgeable and well-equipped to provide high-quality service. Additionally, we offer financial incentives to encourage staff to obtain nationally recognized certifications, which help our professionals stay current with industry standards and improve the quality of service we deliver. Because of CAA’s dedication to training and our commitment to complying with State Law, we sought out the International Code Council’s (ICC) Preferred Provider Program to establish ourselves as a leader in building code training. Consequently, CAA was recognized as an ICC Preferred Provider, only the 14th in the Country to receive such recognition. CAA’s Certified Building Officials have a proven track record of helping jurisdictions achieve top-tier ISO ratings, with our building departments typically ranked in the top 1% for their excellence in enforcing codes and mitigating risks from natural hazards. This ongoing dedication to mitigating losses and enforcing codes to improve safety in our communities further underscores the value we bring to Winter Springs. Mr. Tim Inglis, CBO, is the primary contact for the City. Contact: Tim Inglis, CBO Vice President (470) 421-0046 timinglis@caa.inc Mr. Mark Brower, CBO is the project manager selected to work with the City to ensure that our policies, procedures, and manpower will provide the level of service the City desires. He will supervise the project and maintain continuous communication to ensure the City is 100% satisfied with our staff, our turnaround times, the quality of our work, and the overall teamwork between our staff and yours. Contact: Mark Brower, CBO (352) 910-5342 markbrower@caa.inc 737 RFP 01-25-01 TR Building Code and Plan Review Services 12 Tim Inglis, CBO VICE PRESIDENT Years of Experience: 20+ EDUCATION M.P.A. in Public Administration, Georgia Southern University B.S. in Construction Management, Georgia Southern University Mr. Inglis has worked in the community development profession for over 20 years. He has been employed in the private sector since 2006, successfully bringing a modern approach to building inspection and environmental compliance programs to over 50 cities and counties across the Country. During his career, he has been involved with several large projects such as the KIA Manufacturing Plant in West Point, the Performing Arts Center in Newnan, the JCB Manufacturing Plant in Pooler, and the Recreation and Athletic Complex in Young Harris. CERTIFICATIONS Building Official Building Code Specialist Zoning Inspector Building Inspector Housing Code Official Building Code Official ICC/AACE Property Maintenance and Housing Inspector Residential Combination Inspector Accessibility Inspector/Plans Examiner Building Plans Examiner NAHB Certified Green Professional AEE Building Analyst Professional PROFESSIONAL MEMBERSHIPS National Contract Management Association International Code Council (ICC) Association of Energy Engineers 738 RFP 01-25-01 TR Building Code and Plan Review Services 13 Mark Brower, CBO BUILDING OFFICIAL Years of Experience: 34+ EDUCATION Everglades University Tampa: Bachelor’s Degree in Construction Management State College of Florida Mr. Brower has worked in the Florida building and community development sector for over 34 years. He currently serves as the Building Official for the Town of Lady Lake and performs on site construction inspections for residential and commercial construction projects to ensure compliance, including building, mechanical, electrical, and plumbing inspections. He approves installation of materials and methods for compliance, and reviews construction plans and specifications for compliance with current standards. He meets with architects, engineers, contractors, and subcontractors to resolve issues as they relate to code compliance while maintaining excellent rapport with owners, contractors and building officials. FLORIDA LICENSES Certified Building Contractor (CBC037900) Standard Plans Examiner (PX4516) – Building, Electrical, Plumbing Standard Inspector (BN8312) – Building, Coastal Construction, Electrical, Residential, Plumbing Building Code Administrator (BU2166) Residential Plans Examiner (RPX380) ICC CERTIFICATIONS Building Plans Examiner Plumbing Plans Examiner Commercial Building Inspector Certified Building Official Coastal and Floodplain Construction Inspector Commercial Plumbing Inspector Residential Building Inspector Building Inspector Building Code Specialist Residential Plumbing Inspector Plumbing Inspector Plumbing Code Specialist Residential Mechanical Inspector Residential Electrical Inspector Residential Combination Inspector Residential Plans Examiner Electrical Plans Examiner Commercial Electrical Inspector Electrical Inspector Electrical Code Specialist PROFESSIONAL MEMBERSHIPS Building Officials Association of Florida (BOAF) Association of State Floodplain Managers (ASFPM) Florida Floodplain Managers Association (FFMA) International Code Council (ICC) 739 RFP 01-25-01 TR Building Code and Plan Review Services 14 Angelo DePascale BUILDING INSPECTOR Years of Experience: 44+ EDUCATION University of Akron: Bachelor’s Degree in Construction University of Akron: AA Degree in Construction and Surveying Technology Mr. DePascale has worked in the Florida building and community development sector for many years. As the Building Inspector and Plans Examiner for CAA, he is responsible for all types of residential building projects from Cat 1-5 screen rooms through single family residences. FLORIDA LICENSES Standard Plans Examiner (PX2562) – Building, Plumbing Standard Inspector (BN5346) – Building, Coastal Construction, Residential Residential Plans Examiner (RPX196) Ole Laursen, CBO CERTIFIED BUILDING OFFICIAL Years of Experience: 24+ EDUCATION Bachelor or Business, Niels Brock Business College, Copenhagen Microsoft Certified System Engineer NT 4.0 Mr. Laursen is a certified commercial building inspector, building official, and building plans examiner in Florida, who has an extensive background as a general contractor and military veteran with 24+ years of combined expertise. He leverages his extensive experience in construction to conduct inspections on residential and commercial properties, carefully inspects foundations, slabs, columns, tie beams, truss systems, and interior framing on windows/doors, and performs roof inspections on all types of roofs. He also inspect fences and driveways. FLORIDA LICENSES Certified General Contractor (CGC1513799) Residential Plans Examiner (RPX437) Standard Plans Examiner (PX4189) - Building Standard Inspector (BN7455) – Building, Residential Building Code Administrator (BU2055) ICC CERTIFICATIONS Certified Building Official Building Plans Examiner Commercial Building Inspector Certified Fire Marshal Residential Electrical Inspector Residential Plumbing Inspector Residential Building Inspector Building Inspector Building Code Specialist Residential Mechanical Inspector Residential Combination Inspector Residential Plans Examiner Commercial Mechanical Inspector Mechanical Inspector Mechanical Plans Examiner Mechanical Code Specialist Commercial Plumbing Inspector Plumbing Inspector PROFESSIONAL MEMBERSHIPS BOAF International Code Council (ICC) 740 RFP 01-25-01 TR Building Code and Plan Review Services 15 Bill Golberg, CBO, CFM, MCP, MCEP CERTIFIED BUILDING OFFICIAL Years of Experience: 30+ EDUCATION A.A.S. in Engineering Extensive trade and technical schooling Mr. Golberg has over 20 years of experience in Building & Safety and contracting. He has supervised Building, Zoning, and Licensing operations and conducted inspections and plan reviews for multiple Florida cities. His expertise spans residential, commercial, and industrial structures, as well as Code Enforcement and Life Safety. He is highly experienced in riverfront and waterway development and ensures compliance with FEMA, NFIP, and local floodplain ordinances. He reviews plans and construction for adherence to The Florida Building Code, ASCE24, and ASCE7 standards, considering flood hazards such as A Zones, Coastal A Zones, and V Zones. FLORIDA LICENSES Building Code Administrator (BU1685) Standard Plans Examiner (PX1387) – Mechanical, Plumbing Residential Plans Examiner (RPX261) Standard Inspector (BN3173) – Building, Coastal Construction, Electrical, Residential, Mechanical, Plumbing ICC CERTIFICATIONS Combination Plans Examiner Electrical Inspector Commercial Energy Inspector Residential Mechanical Inspector Mechanical Plans Examiner Certified Plumbing Code Official Residential Electrical Inspector Combination Inspector Commercial Electrical Inspector Disaster Response Inspector Certified Mechanical Code Official Certified Housing Code Official Residential Building Inspector Electrical Plans Examiner Commercial Combination Inspector Residential Combination Inspector Coastal and Floodplain Construction Inspector Fuel Gas Inspector Residential Plumbing Inspector Mechanical Inspector Building Plans Examiner Certified Building Official Certified Electrical Code Official Certified Building Code Official Plumbing Inspector Building Inspector ICC/AACE Code Enforcement Officer Property Maintenance and Housing Inspector Residential Energy Inspector/Plans Examiner Residential Plans Examiner Residential Fire Sprinkler Inspector/Plans Examiner ICC/AACE Code Enforcement Administrator Zoning Inspector Master Code Professional Commercial Energy Plans Examiner Plumbing Plans Examiner Accessibility Inspector/Plans Examiner Building Code Specialist Plumbing Code Specialist Electrical Code Specialist Mechanical Code Specialist Housing and Zoning Code Specialist PROFESSIONAL MEMBERSHIPS Building Officials Association of Florida (BOAF) International Code Council (ICC) Florida Floodplain Managers Association (FFMA) Association of State Floodplain Managers (ASFPM) American Association of Code Enforcement (AACE) Florida Association of Plumbing, Gas and Mechanical Inspectors (FAPMGI) 741 RFP 01-25-01 TR Building Code and Plan Review Services 16 Allen Posey, CBO, MCP CERTIFIED BUILDING OFFICIAL/PLANS EXAMINER/INSPECTOR/MASTER CODE PROFESSIONAL Years of Experience: 37+ EDUCATION A.S., Columbus Technical College, Mechanical Engineering Technology Mr. Posey has over 37 years of construction, building and safety experience, with 30 years of code administration, problem solving, and material work force management experience. He has held the positions of Chief Electrical Inspector, Plans Examiner, and Building Official. He was responsible for all electrical plans examining, electrical inspections assignments, and all field inspections. Duties also included management of Permitting and Inspection Software System. Allen has inspected and plan reviewed projects including residential, commercial, education and industrial structures. He is also experienced in the implementation and training of CAA’s permitting software, CityTech Solutions. FLORIDA LICENSES Building Code Administrator (BU1925) Standard Plans Examiner (PX3781) – Building, Electrical, Mechanical, Plumbing ICC CERTIFICATIONS Disaster Response Inspector Residential Mechanical Inspector Residential Plans Examiner Permit Technician Certified Mechanical Code Official ICC/AACE Code Enforcement Officer Residential Energy Inspector/Plans Examiner Building Plans Examiner Plumbing Inspector ( Mechanical Inspector Residential Plumbing Inspector Accessibility Inspector/Plans Examiner Plumbing Plans Examiner Certified Fire Code Official Certified Building Code Official ICC/AACE Code Enforcement Administrator Permit Specialist Building Code Specialist Plumbing Code Specialist Mechanical Code Specialist Electrical Code Specialist Fire Code Specialist Housing and Zoning Code Specialist ( Commercial Electrical Inspector Master Code Professional Certified Building Official Fire Inspector II Combination Inspector Commercial Energy Plans Examiner Combination Plans Examiner Certified Fire Marshal Residential Combination Inspector Certified Housing Code Official Fire Inspector I Property Maintenance and Housing Inspector Zoning Inspector Commercial Combination Inspector Electrical Inspector Certified Plumbing Code Official Mechanical Plans Examiner Residential Electrical Inspector Fire Plans Examiner Certified Electrical Code Official Residential Building Inspector Building Inspector Electrical Plans Examiner PROFESSIONAL MEMBERSHIPS International Code Council (ICC) 742 RFP 01-25-01 TR Building Code and Plan Review Services 17 Lisa Godwin CERTIFIED PLANS EXAMINER Years of Experience: 3+ EDUCATION Associate of Science, Pasco-Hernando State College, New Port Richey, FL Ms. Godwin is a certified plans examiner experienced in floodplain management and NFIP requirements who provides concise communication in reference to code sections and code compliance. She prides herself on maintaining positive interoffice relationships and assists with permit coordination as needed. FLORIDA CERTIFICATIONS Standard Plans Examiner (PX4050) - Building ICC CERTIFICATIONS Building Plans Examiner Vince Hines, MCP, CBO MASTER CODE PROFESSIONAL Years of Experience: 44+ EDUCATION Hialeah High School Union Carpenter Apprenticeship Program Mr. Hines has extensive experience providing Building Official, Plans Examiner and Inspection services. He ensures state and local codes are met, and enforces the application of building codes, policies and procedures in the day- to-day functions of many of CAA’s building departments. FLORIDA CERTIFICATIONS Standard Inspector (BN5005) – Building, Residential Building Code Administrator (BU1448) Standard Plans Examiner (PX2556) – Building ICC CERTIFICATIONS Commercial Energy Inspector Master Code Professional Zoning Inspector Building Plans Examiner Building Inspector Accessibility Inspector/Plans Examiner Plumbing Plans Examiner Certified Plumbing Code Official Property Maintenance and Housing Inspector Certified Building Code Official Electrical Inspector Certified Mechanical Code Official Residential Energy Inspector/Plans Examiner Residential Combination Inspector Certified Building Official Commercial Electrical Inspector Plumbing Inspector Commercial Combination Inspector Mechanical Inspector Mechanical Plans Examiner Certified Housing Code Official Building Code Specialist Plumbing Code Specialist Mechanical Code Specialist Combination Inspector 743 RFP 01-25-01 TR Building Code and Plan Review Services 18 4. References 744 RFP 01-25-01 TR Building Code and Plan Review Services 19 5. Conclusion When hiring a firm to handle your building code administration, inspections and plan reviews, selecting the right partner can make all the difference. CAA recognizes the City’s commitment to maintaining high-quality standards in building safety and community development. We align with this vision and are eager to contribute our proven expertise, innovative solutions, and exceptional customer service to support the City’s growth. Our firm stands out as the premier choice due to our unwavering commitment to excellence, extensive industry expertise, and client-focused approach. With a team of highly skilled Certified Building Officials, inspectors, and plan reviewers, we bring decades of combined experience in ensuring compliance, efficiency, and safety in municipal development. Stability: We will provide a dedicated team to the City, allowing us to foster long-term relationships with both the building community and City staff. Experienced Professionals: Our highly skilled staff specializes in plan review, civil engineering, construction inspection, and stormwater quality programs. Superior Customer Service: CAA is a partner who prioritizes efficiency, communication, and value. Commitment to Quality: We are focused on delivering results that meet your unique needs. What sets CAA apart is our deep understanding of Florida’s building codes, our responsiveness to client needs, and our proactive approach to problem-solving. We offer a seamless, efficient review process that minimizes delays while upholding the highest standards of compliance. Our track record of successful municipal partnerships demonstrates our ability to deliver reliable, high-quality services that enhance the efficiency of building operations. Additionally, CAA is actively expanding our presence in Florida and would love to add Winter Springs to our growing portfolio of satisfied clients. By selecting CAA, the City of Winter Springs will gain a trusted, experienced partner dedicated to ensuring safety, efficiency, and compliance in all aspects of building code enforcement and plan review. We look forward to the opportunity to serve the City and contribute to its continued success. 745 RFP 01-25-01 TR Building Code and Plan Review Services 20 General Administration, Reporting, & Record Keeping CAA is committed to upholding high standards of general administration, reporting, and record-keeping to ensure efficient and transparent operations. We maintain and periodically update written procedures to reflect best practices and improve operational efficiency. We enforce plan review and permit deadlines, issuing extensions as needed to accommodate project timelines. Our team completes regular reporting, including weekly, monthly, quarterly, and annual reports for various internal and external stakeholders, covering areas such as budget, permit status, urban renewal, public art, County Assessor, and state agencies. We are diligent in complying with the Public Records Act (“Sunshine Law”) and public information requests, ensuring they are addressed within established time frames. In addition, we follow the City Clerk’s office records retention guidelines and the department’s records management plan. Lastly, we prioritize responsive communication, ensuring all emails and phone messages are answered promptly within the required time frames. Coordination CAA prioritizes effective coordination with key stakeholders to ensure smooth project execution and compliance. We work closely with special districts such as fire, water, and sanitation agencies, participating in fire meetings, quarterly agency meetings, and ad hoc coordination as necessary to address specific project needs. Additionally, we actively participate in City staff meetings, including development review meetings, quarterly department meetings, pre-application meetings, and post-entitlement/pre-construction meetings as needed5 to ensure alignment across departments and stakeholders. To maintain open communication and foster collaboration, we establish routine weekly check-ins. Our coordination also extends to code enforcement staff, addressing code violations, life safety concerns, and providing court testimony when needed. Furthermore, we work closely with economic development staff to provide education, courtesy inspections, and guidance to both new and existing businesses, ensuring they meet all building and safety requirements. Additional Services CAA plays a key role in ensuring that the City’s building codes and policies are up-to-date, effective, and aligned with best practices, state law, and the City’s broader policy goals. We regularly review and recommend updates to building codes and policies, ensuring that they reflect current industry standards and legal requirements. These updates are implemented in coordination with City leadership to ensure consistency with the City’s strategic direction. As needed, CAA also serves as the liaison to the City’s Building Code Advisory Board, facilitating communication and collaboration on code-related matters and helping to guide discussions on potential code revisions or improvements. Our team is also actively engaged in City Council meetings, attending as necessary to provide expert guidance and support on building code and safety issues. CAA is vigilant in monitoring work being performed without permits, promptly issuing Stop Work Orders when necessary and taking appropriate enforcement actions in line with City policies to ensure compliance with adopted building codes. Additionally, CAA is flexible in supporting the City with any tasks related to plan review, permit processing, payment collection, inspections, or other related work, ensuring that all work is carried out in a timely, efficient, and legally compliant manner. Workload Balancing Our approach to managing workload, meeting plan review deadlines, and working with customers is centered on efficiency, clear communication, and flexibility. To ensure timely and accurate plan reviews, we prioritize effective E. Other Information 746 RFP 01-25-01 TR Building Code and Plan Review Services 21 project scheduling and resource allocation. We maintain a balanced workload by regularly assessing incoming projects and adjusting staffing as needed, ensuring that each project is assigned to qualified personnel with the appropriate expertise. When higher volumes of permit applications or inspections occur, we augment staffing with temporary or specialized staff to maintain service levels and meet deadlines without sacrificing quality. We have established streamlined processes for managing plan reviews, with built-in deadlines and a structured workflow that allows for efficient processing. Our team enforces plan review deadlines and manages extensions when necessary, ensuring customers are kept informed about the status of their projects. We proactively communicate with customers at each stage of the review and inspection process, providing updates on progress, addressing concerns, and offering guidance when needed. We emphasize customer service by making sure all inquiries are responded to promptly, whether via phone, email, or in-person meetings. By fostering strong relationships and maintaining transparency, we help our customers navigate the building process with confidence and clarity, ensuring their projects proceed smoothly from start to finish. Collaborative Work Approach CAA fosters a collaborative work environment and encourages information sharing between CAA personnel and City staff. We work closely with City staff, developers, contractors, and other community stakeholders to ensure that all projects align with the City’s goals and regulatory requirements. By fostering open lines of communication and teamwork, we streamline the plan review process and ensure that inspections are conducted efficiently and effectively. Our collaborative approach not only helps expedite project timelines but also ensures that all safety standards are met, resulting in high-quality, compliant developments that benefit the entire community. Stability of Core Staff What sets CAA apart in customer service is our approach of providing a City-based team that adapts to the fluctuating workload. We will assign a dedicated Certified Building Official, Plans Examiners for plan review, and Building Inspectors to meet the City’s needs. This approach fosters strong, long-term relationships with both the building community and city staff, creating a seamless and efficient permitting and inspection process. By maintaining a dedicated team, we enhance communication, improve project coordination, and uphold the highest standards of service, ultimately contributing to the City's growth and development with confidence and reliability. Our staffing levels are designed to ensure that services are delivered efficiently and on time while allowing us to adjust staffing levels in response to changing workloads and priorities. Short-term fluctuations are managed by deploying additional CAA personnel during peak periods, whereas longer-term needs will be addressed by adding or removing staff, with City approval. 747 RFP 01-25-01 TR Building Code and Plan Review Services 22 Fees below are inclusive of all costs, including general and administrative, travel, per diem, training, materials, supplies, and other items necessary to complete the project. CAA will provide all materials, resources, tools and training required for our professionals to perform their assigned duties, including vehicles, cell phones, iPads, and other technology devices that enhance our service. All our services as well as any associated costs for labor, materials, equipment and supplies necessary to provide these services are included in our fees. Additionally, since CAA values continuity and local expertise, we would be happy to hire members of the City’s existing building department staff should the City wish to retain them. We recognize the importance of maintaining institutional knowledge and fostering strong relationships with the building community. By integrating current staff into our team, we can ensure a smooth transition while preserving the high level of service and familiarity that builders, contractors, and City staff have come to rely on. CAA offers the following for the City’s consideration: Option A: Flat Rate Assuming a full-time staff of dedicated Building Official, Plan Reviewer and Inspector, CAA offers to provide all services outlines in this proposal for the following monthly rate. Our monthly flat rate is all-inclusive, covering all employee overhead costs such as insurance, benefits, and other associated expenses. This ensures budget predictability for the City while eliminating any hidden costs. The following pricing is provided for the initial contract term of three (3) years from the date of award. Pricing for the following up to two (2) years of annual renewals may be subject to a CIP increase of no more than 3% annually. Service Provided Monthly Flat Fee Building Code and Plan Review Services (3 FTE) $58,000.00 Option B: Hourly Rate Optionally, CAA offers to provide all services for the following hourly rates. Our rates are based on the assumption that personnel will be available on a full-time basis. If these positions are needed on an as-needed basis, hourly rates may be adjusted to account for the variable nature of the work. Services Provided Hourly Rate Building Code Administration Services $139 Plans Review Services $109 Field Inspection Services $99 F. Cost & Time 748 RFP # 01-25-01 TR MANDATORY FORM EXHIBIT "B" FEE SCHEDULE AND ASSIGNED HOURS I.Hours assigned to Service Provider. A.Building Official hours. Based on current permit activity, the Building Official is assigned eight (8) hours per day (totaling forty [40] hours per week) to the City performing duties within the City. If permitting volume falls, the decision to lessen the Building Official's assigned billable hours may be made at the discretion of the City. Building Official hours reassigned to other clients will not be billed to the City of Winter Springs B.Plans Examiner hours and Inspector hours. Plans Examiner hours and Inspector hours are billed as performed for Services provided to the City. II.City operating hours. The City's operating hours are Monday through Friday, 8:00 a.m. to 5:00 p.m., except for holidays. Ill. Hourly rates for Services provided during the City's operating hours. A.Building Code Administrator/Building Official Services = $ ________________ per hour B.Plans Review Services = $ ________________ per hour C.Field Inspection Services = $ ________________ per hour IV.Hourly rates for Services requested by the City to be performed outside of City operating hours. A.Requests made by the City for any Services to be performed outside of its operating hours will be billed at an hourly rate of $_____________, with a 2 hour minimum. Only the City Project Manager or his/her designee may make such requests of Service Provider $139 $109 $99 same as III. 749 RFP 01-25-01 TR Building Code and Plan Review Services 24 Please find the following mandatory proposal forms below: Proposal Form 1 - PROPOSER Information and Acknowledgement Form Proposal Form 2 - References Information Form Proposal Form 3 - Insurance Requirements Form Proposal Form 4 - Scrutinized Company Certification Proposal Form 5 - Non-Collusion Affidavit Proposal Form 6 - Drug Free Workplace Form Proposal Form 7 - Public Entity Crimes Statement Proposal Form 8 - Debarment, Suspension and Other Responsibility Matters Proposal Form 8 - E-Verify Statement Proposal Form 9 - Conflict of Interest Statement Proposal Form 10 - SMWBE Utilization Plan G. Mandatory Proposal Forms 750 RFP # 01-25-01 TR MANDATORY FORM PROPOSER INFORMATION AND ACKNOWLEDGEMENT FORM For RFP # 01-25-01 TR BUILDING CODE AND PLAN REVIEW SERVICES The undersigned PROPOSER does hereby agree to furnish the City of Winter Springs, Florida, the items listed in accordance with the minimum requirements/evaluation criteria shown by the Request for Proposal to be delivered to the specified site for the price indicated. IT IS THE PROPOSER’S RESPONSIBILITY TO CHECK www.demandstar.com FOR FINAL DOCUMENTS AND ADDENDA BEFORE SUBMITTAL THIS PROPOSAL MUST BE SIGNED BY THE PRINCIPAL OR DIRECTOR AS INDICATED BY THE FLORIDA DEPARTMENT OF STATE, DIVISION OF CORPORATIONS (www.sunbiz.org). Proof of corporate signer must be submitted with Proposal. If not submitted, PROPOSER will be considered non-responsive. Use Sunbiz website screen shot or copy of Corporate Resolution or Power of Attorney. PROPOSER NAME: TAX ID# SNN or EIN: PROPOSER ADDRESS: PURCHASE ORDER ADDRESS: PHONE NUMBER: COMPANY WEBSITE: COMPANY CONTACT (REP): CONTACT EMAIL ADDRESS: SIGNATURE: THE UNDERSIGNED: A.Acknowledges receipt of: 1.RFP # 01-25-01 TR Pertaining To: Building Code and Plan Review Services 2.Addenda: Number: _________, Dated _________________. Number: _________, Dated _________________. B.Has examined the site and all RFP Documents and understands that in submitting its Proposal, they waive all right to plead any misunderstanding regarding the same. C.Agrees: 1.To hold this Proposal open for 90 calendar days after the bid opening date. 2.To furnish the services specified in this RFP at the prices quoted in Proposal and in compliance with the RFP Documents. 3.To accept the provisions of the Instructions to PROPOSERS. 4.To negotiate a contract with the CITY incorporating the Proposal prices, if selected on the basis of this Proposal. 5.To accomplish the work in accordance with the contract documents. D.Certifies: 1. That all information contained in this Proposal is truthful to the best of my knowledge and belief. 2.That I am duly authorized to submit this Proposal on behalf of the PROPOSER and that the PROPOSER is ready, willing, and able to perform if awarded the Proposal. Stipulated Amount A.Submit on Exhibit B Fee Schedule and Assigned Hours. Charles Abbott Associates, Inc. (CAA) 330053899 10752 Deerwood Park Blvd South, Suite 100, Jacksonville, FL 32256 27201 Puerta Real, #200, Mission Viejo, CA 92691 (866) 530-4980 www.caa.inc Rusty R. Reed, President rustyreed@caa.inc 751 RFP # 01-25-01 TR MANDATORY FORM REFERENCE INFORMATION FORM RFP # 01-25-01 TR BUILDING CODE AND PLAN REVIEW SERVICES Organization: Contact Person: Address: City: State: Zip: Phone Number: ( ) Project Cost: Date Performed: Organization: Contact Person: Address: City: State: Zip: Phone Number: ( ) Project Cost: Date Performed: Organization: Contact Person: Address: City: State: Zip: Phone Number: ( ) Project Cost: Date Performed: PROPOSER Representative Typed Name/Title: PROPOSER Representative Signature: PROPOSER: Town of Lady Lake Thad Carroll, Growth Management Director 409 Fennell Boulevard Lady Lake FL 32159 352 751-1521 ongoingvaries Leon County Josh McClellan, Plan Review Administrator 301 S Monroe St. Tallahassee FL FL 32301 34711 ongoing ongoing varies varies 850 606-1339 241-7301352 City of Clermont Lisa Widican, Building Services Director 685 West Montrose Street Clermont Rusty R. Reed, President Charles Abbott Associates, Inc. (CAA) 752 RFP # 01-25-01 TR MANDATORY FORM INSURANCE REQUIREMENTS FORM Insurance Type Required Limits Worker’s Compensation Statutory Limits of Florida Statutes, Chapter 440 and all Federal Government Statutory Limits Employer’s Liability $1,000,000 each accident, single limit per occurrence Commercial General Liability (Occurrence Form) patterned after the current ISO form $1,000,000 single limit per occurrence $3,000,000 aggregate for Bodily Injury Liability & Property Damage Liability. This shall include Premises and Operations; Independent Contractors; Products & Completed Operations & Contractual Liability. Indemnification To the maximum extent permitted by Florida law, the Contractor/Vendor/Consultant shall indemnify and hold harmless City of Winter Springs, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys’ fees and paralegals’ fees, to the extent caused by the negligence, recklessness, or intentional wrongful conduct of the Contractor/Vendor/Consultant or anyone employed or utilized by the Contractor/Vendor/Consultant in the performance of the Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an indemnified party or person described in this paragraph. This section does not pertain to any incident arising from the sole negligence of the City of Winter Springs. Automobile Liability $1,000,000 each person; Bodily Injury & Property Damage, Owned/Non-owned/Hired; Automobile Included. Other PROPOSER shall ensure that all subcontractors comply with the same insurance requirements that it is required to meet. The same PROPOSER shall provide the CITY with certificates of insurance meeting the required insurance provisions. The City of Winter Springs must be named as “Additional Insured” on the Insurance Certificate for Commercial General Liability where required. The Certificate Holder shall be named as City of Winter Springs. Thirty (30) days cancellation notice required. The undersigned PROPOSER agrees to obtain, prior to award, if selected,a minimum level of insurance as stated above. PROPOSER Authorized Signature Officer Title Date Charles Abbott Associates, Inc. (CAA) Rusty R. Reed, President 02/10/2025 753 RFP # 01-25-01 TR MANDATORY FORM SCRUTINIZED COMPANY CERTIFICATION Florida Statutes, Sections 287.135 and 215.473 Pursuant to Section 287.135, Florida Statutes (2017), a company is ineligible to, and may not, bid on, submit a proposal for, or enter into or renew a contract with the CITY for goods or services of: a.Any amount if, at the time of bidding on, submitting a proposal for, or entering into or renewing such contract, the Proposer is on the Scrutinized Companies that Boycott Israel List, created pursuant to s. 215.4725, or is engaged in a boycott of Israel; or b.One million dollars or more if, at the time of bidding on, submitting a proposal for, or entering into or renewing such contract, the company: Is on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Terrorism Sectors List, created pursuant to s. 215.473; or c.Is engaged in business operations in Cuba or Syria. Subject to limited exceptions provided in state law, the CITY will not contract for the provision of goods or services with any scrutinized company referred to above. The Proposer must submit this required certification form attesting that it is not a scrutinized company and is not engaging in prohibited business operations. The following shall be grounds for termination of the contract at the option of the awarding body: a.The Proposer is found to have submitted a false certification; been placed on the Scrutinized Companies with Activities in Sudan List; b.Been placed on the Scrutinized Companies that Boycott Israel List or c.Is engaged in a boycott of Israel; or d.Been engaged in business operations in Cuba or Syria. e.Has been placed on a list created pursuant to s. 215.473, Florida Statutes, relating to scrutinized active business operations in Iran. The CITY shall provide notice, in writing, to the Proposer of any determination concerning a false certification. a.The Proposer shall have five (5) days from receipt of notice to refute the false certification allegation. b.If such false certification is discovered during the active contract term, the Proposer shall have ninety (90) days following receipt of the notice to respond in writing and demonstrate that the determination of false certification was made in error. c.If the Proposer does not demonstrate that the CITY’s determination of false certification was made in error then the CITY shall have the right to terminate the contract and seek civil remedies pursuant to Section 287.135, Florida Statutes. 754 755 756 Charles Abbott Associates, Inc. (CAA)Diann NolteAssistant Secretary757 758 RFP # 01-25-01 TR MANDATORY FORM DRUG FREE WORKPLACE FORM The undersigned PROPOSER, in accordance with Florida Statute 287.087 hereby certifies that _____________________________________________________ does: (Name of PROPOSER) 1.Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2.Inform employees about the dangers of drug abuse in the workplace, the business’s policy of maintaining a drug- free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3.Give each employee engaged in providing the commodities or contractual services that are under contract a copy of the Drug-Free statement. 4.Notify the employees that as a condition of working on the commodities or contractual services that are under contract, employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of Chapter 893 or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five (5) days after such conviction. 5.Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee’s community, by any employee who is so convicted. 6.Make a good faith effort to continue to maintain a drug-free workplace through implementation of this section. 7.As the person authorized to sign the statement, I certify that this business complies fully with the above requirements. (Authorized Signature) (Date) (Print/Type Name as Signed Above Charles Abbott Associates, Inc. (CAA) Rusty R. Reed, President 02/10/2025 759 760 761 762 RFP # 01-25-01 TR MANDATORY FORM DEBARMENT, SUSPENSION and OTHER RESPONSIBILITY MATTERS Certification A - Primary Covered Transactions The prospective primary participant certifies to the best of its knowledge and belief that its principals: Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal debarment or agency; Have not within a three-year period preceding this proposal, been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification, or destruction of records, making false statements, or receiving stolen property; Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, State, or local) with commission of any of the offenses enumerated in paragraph (1) (b) of this certification; and Have not within a three-year period preceding this application/proposal had one or more public transactions (Federal, State, or local) terminated for cause or default. Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation of this proposal. Instructions for Certification (A) By signing and submitting this Bid, the prospective primary participant is providing the certification set out below; The inability of a person to provide the certification required below will not necessarily result in denial of participation in this covered transaction. The prospective participant shall submit an explanation of why it cannot provide the certification set out below. The certification or explanation will be considered in connection with the department or agency’s determination whether to enter into this transaction. However, failure of the prospective primary participant to furnish a certification or any explanation shall disqualify such person from participation in this transaction. The certification in this clause is a material representation of fact upon which reliance was placed when the department or agency determined to enter into this transaction. If it is later determined that the prospective primary participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause or default. The prospective primary participant shall provide immediate written notice to the department or agency to which this proposal is submitted if at any time the prospective primary participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. a)The terms covered transaction, debarred, suspended, ineligible, lower tier covered transaction, participant, person, primary covered transaction, principal, proposal, and voluntarily excluded, as used in this clause, have the meanings set out in the Definitions and Coverage sections of the rules implementing Executive Order 12549. You may contact the department or agency to which this proposal is being submitted for assistance in obtaining a copy of these regulations. 763 RFP # 01-25-01 TR MANDATORY FORM b)The prospective primary participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency entering into this transaction. c)The prospective primary participant further agrees by submitting this proposal that it will include the clause titled “Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion – Lower Tier Covered Transaction,” provided by the department or agency entering into this covered transaction, without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions. d)A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines this eligibility of its principals. Each participant may, but is not required to, check the Non- procurement List. e)Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. f)Except for transactions authorized under paragraph (6) of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause of default. Certification B - Lower Tier Covered Transactions a.The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency. b.Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. Instructions for Certification (B) By signing and submitting this proposal, the prospective lower tier participant is providing the certification set out below. a.The certification in this clause is a material representation of fact upon which reliance was placed when this transaction was entered into. If it is later determined that the prospective lower tier participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies, including suspension and/or debarment. b.The prospective lower tier participant shall provide immediate written notice to the person to whom this proposal is submitted if at any time the prospective lower tier participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. 764 RFP # 01-25-01 TR MANDATORY FORM c.The terms covered transaction, debarred, suspended, ineligible, lower tier covered transaction, participant, person, primary covered transaction, principal, proposal, and voluntarily excluded, as used in this clause, have the meanings set out in the Definitions and Coverage sections of rules implementing Executive Order 12549. You may contact the person to which this proposal is submitted for assistance in obtaining a copy of these regulations. d.The prospective lower tier participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency with which this transaction originated. e.The prospective lower tier participant further agrees by submitting this proposal that it will include this clause title “Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion – Lower Tier Covered Transaction,” without modification, in all lower tier covered transactions and in all solicitation for lower tier covered transactions. f.A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines the eligibility of its principles. Each participant may but is not required to, check the Non- procurement List. g.Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. h.Except for transactions authorized under paragraph (5) of these instructions, if a participant in a lower covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies including suspension and/or debarment. PROPOSER: Date: Signature of Authorized Certifying Official: Title: Charles Abbott Associates, Inc. (CAA) President 02/10/2025 765 RFP # 01-25-01 TR MANDATORY FORM E-VERIFY STATEMENT Proposal Number: RFP # 01-25-01 TR Project Description: Building Code and Plan Review Services PROPOSER acknowledges and agrees to the following: PROPOSER shall utilize the U.S. Department of Homeland Security’s E-Verify system, in accordance with the terms governing use of the system, to confirm the employment eligibility of: 1.All persons employed by the PROPOSER during the term of the Contract to perform employment duties within Florida; and 2.All persons assigned by the PROPOSER to perform work pursuant to the contract with the CITY. PROPOSER: __________________________________________________________________ Authorized Signature: __________________________________________________________ Title: ________________________________________________________________________ Date: _______________________________________________________________________ Charles Abbott Associates, Inc. (CAA) President 02/10/2025 766 767 768 RFP # 01-25-01 TR MANDATORY FORM SMWBE UTILIZATION PLAN Small, Minority, and Women’s Business Enterprises (SMWBE), and Labor Surplus Area Firms Utilization PROPOSER Company Name: _________________________________________________________________ Project Name : Building Code and Plan Review Services RFP Number : RFP # 01-25-01 TR CFR §200.321 requires local governments to take all necessary affirmative steps to assure that minority business, women’s business enterprises, and labor surplus area firms are used when possible. The CITY requires that PROPOSERS (Prime Contractors), if subcontracts are to be let, to take the five affirmative steps as cited below. Please describe your firm’s plan for identifying and potential use of SMWBE and Labor Surplus Area Firms. Additional pages may be attached, as necessary. •Placing qualified small and minority business and women’s business enterprises on solicitation lists. •Assuring that small and minority businesses, and women’s business enterprises are solicited whenever they are potential sources. •Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority business and women’s business enterprises. •Establishing delivery schedules where the requirement permits, which encourage participation by small and minority businesses, and women’s business enterprises and veteran owned businesses. •Using the services and assistance, as appropriate, of such organizations as the Small Business Administration or the Florida Office of Supplier Diversity https://www.dms.myflorida.com/agency_administration/office_of_supplier_diversity_osd Charles Abbott Associates, Inc. (CAA) Charles Abbott Associates, Inc. (CAA) will not utilize any subcontractors. As CFR §200.321 requires affirmative steps only when subcontracting, and the CITY’s requirements pertain specifically to Prime Contractors that intend to subcontract, CAA is not subject to these provisions. 769 RFP 01-25-01 TR Building Code and Plan Review Services 44 H. Florida State Corporate Filing 770