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HomeMy WebLinkAbout25 - Submissions - Building Plan Review On-Call Services (5)From:Hill McCoy To:Bozeman Procurement Subject:[EXTERNAL]RFQ for Building Plan Review On-Call Services | SAFEbuilt, LLC | Due September 10, 2025 at 3:00 pm MST Date:Tuesday, September 9, 2025 6:50:12 AM Attachments:image001.png RFQ On-Call Building Plan Review_SAFEbuilt.pdf CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. Good Morning, On behalf of SAFEbuilt, LLC, I submit the enclosed response to the City of Bozeman’s Request for Qualifications for Building Plan Review On-Call Services. When you have a moment, kindly confirm that you have received this response and its contents. Thank you and have a great day! Hill McCoy Senior Proposal Writer Desk: 719.466.2631 Cell: 817.798.9005 NOTE: My normal working hours are 6:30 am to 3:30 pm Mountain time. safebuilt.com Connect with Us on LinkedIn INTEGRITY | IMPROVEMENT | SERVICE | TEAMWORK | RESPECT Statement of Qualifications (SOQ) Building Plan Review On-Call Services Email Submittal City of Bozeman, MT September 10, 2025 | 3:00 pm SAFEbuilt, LLC Shelby Cook Director of Client Success 626.224.2055 scook@safebuilt.com David Spencer, CbO Director of Operations 425.213.2612 dspencer@safebuilt.com 2 Tuesday, September 9, 2025 City of Bozeman procurement@bozeman.net RE: Request for Qualifications (RFQ) for Building Plan Review On-Call Services Dear Members of the Selection Committee: SAFEbuilt, LLC (SAFEbuilt) is pleased to submit this Statement of Qualifications (SOQ) in response to the City of Bozeman’s Request for Qualifications (RFQ) for Building Plan Review On-Call Services. We recognize that accurate, timely, and efficient building department services are essential to supporting sustainable community development and ensuring positive continued experiences for residents and contractors alike. The City can rely on SAFEbuilt to provide proven expertise, responsive service, and consistent customer satisfaction—all at a fair and competitive cost. Since 2020, it has been our privilege to partner with the City of Bozeman, delivering high-quality plan review services while meeting schedules, budgets, and the expectations of City stakeholders. Our goal remains simple: to provide the most qualified and experienced staff to meet the City’s needs while continually striving to exceed expectations. As the incumbent provider, our team possesses a comprehensive understanding of the City’s adopted building codes and ordinances, as well as the Administrative Rules of Montana (ARM). In addition, we are well-versed in all applicable federal regulations relevant to building, fire, and life safety codes, allowing us to efficiently navigate regulatory requirements and support the City with compliant, timely, and accurate plan reviews. Our proposal details our qualifications to continue supporting the City of Bozeman with building, trades, and fire plan reviews. If SAFEbuilt is selected for contract award, we respectfully request the opportunity to engage in good faith negotiations on certain provisions of the proposed agreement. We appreciate your consideration and look forward to the possibility of continuing to serve the City of Bozeman with the professionalism, expertise, and dedication your community deserves. As Chief Executive Officer of SAFEbuilt, LLC, and the SAFEbuilt family of companies, I am authorized to sign any agreements resulting from this proposal, negotiate terms, render binding decisions, and commit the firm’s resources. For any questions or clarifications about this proposal, please contact Shelby Cook at 626.224.2055 or via email at scook@safebuilt.com. Best Regards, Chris Giordano, Chief Executive Officer 954.266.6475 | cgiordano@safebuilt.comSAFEbuilt, LLC TransmiTTal leTTer MAKING A DIFFERENCE WHERE YOU NEED US 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 Planning & Zoning Grant Writing & Management Engineering Parks/O&M/On-Site Services Construction Services Landscape Architecture & Urbanism Construction Engineering Inspection IT, Data, & Technology Services Real Estate/Right-of-Way Transportation & Mobility Surveying & Mapping Disaster & Recovery Points of Contact Shelby Cook Director of Client Success 626.224.2055 scook@safebuilt.com David Spencer, CBO Director of Operations 425.213.2612 dspencer@safebuilt.com 3 CONTENTS Transmittal Letter 2 Experience 5 Firm Background 17 Firm Workload 22 Claims 24 References 26 Attachment A: Nondiscrimination and Equal Pay Affirmation 28 MAKING A DIFFERENCE WHERE YOU NEED US tab 1 Experience 5 City of Bozeman, MT | Statement of Qualifications (SOQ) | Building Plan Review On-Call Services experience SAFEbuilt began providing services in Montana in 2018, starting with a zoning code update project for the City of Billings. In 2020, SAFEbuilt began offering plan review services to the City of Bozeman. Prior to this, our legacy company, EsGil Corporation of California, began supporting the City of Bozeman in 2015; following SAFEbuilt’s acquisition of EsGil, we have continued to provide plan review services to the City and remain a proud partner today. Currently, SAFEbuilt supports seven municipalities, jurisdictions, and jurisdictional agencies across Montana (shown below). This includes the City of Belgrade, the Town of Manhattan, and the Central Valley Fire District, which delivers comprehensive fire, rescue, and emergency medical services to 36,000 residents in a 200-square- mile area encompassing Belgrade, River Rock, Valley Center, Four Corners, Springhill, Reece Creek, and Dry Creek communities. Below is a list of our current Montana clients, the contracted services we provide for each, and the year our support began. Client Contracted Services Client Since Central Valley Fire District Fire Plan Review 2023 City of Belgrade Plan Review 2025 City of Bozeman Plan Review, Fire Plan Review 2020 City of Miles City Plan Review, Fire Plan Review 2024 City of Polson Building Official, Plan Review, Building/Trades Inspection 2024 Missoula County Plan Review 2023 Town of Manhattan Plan Review, Fire Plan Review 2024 ExpEriEncE & Qualifications of thE tEam SAFEbuilt is proud to present the dedicated team of highly qualified and experienced plan review professionals presented in Figure 1. Our team is carefully assembled to align with the City’s needs and notably includes: • One ICC-Certified Master Code Professional • Three ICC-Certified Building Officials • Two ICC-Certified Fire Marshals • One architect certified by both the American Institute of Architects (AIA) and the National Council of Architectural Registration Boards (NCARB) • One Licensed Professional Engineer Our team will be led by Amber Green, who will serve as Plan Review Manager for the City contract at no additional cost. In this role, Amber will oversee all plan review activities, including team workload coordination, scheduling, and rigorous quality assurance to ensure accuracy and compliance. With nearly 20 years of experience in building department services, she brings a wealth of knowledge and a strong commitment to client service to every project, ensuring the City’s plan reviews are handled with the highest level of competence, responsiveness, and technical expertise. Plan Review Manager Amber Green Building/Trades Plans Examiners Andrew Frame, CBO Danielle Fiocchi, AIA, NCARB, LEED AP Structural Plans Examiner Ravi Mahajan, CBO, PE Fire Plans Examiners Don Wilkins, CBO, CFM, MCP Rob Mathis, CFI-III, CFPE, CFPS, CFM Figure 1. The City of Bozeman Team MAKING A DIFFERENCE WHERE YOU NEED US 6 LICENSES & CERTIFICATIONS International Code Council (ICC) #5305928 Building Plans Examiner Fire Plans Examiner Residential Building Inspector Residential Plans Examiner WORK HISTORY Plan Review Manager SAFEbuilt, LLC Bellevue, WA 2017 – Present Plans Examiner Kittitas County, WA 2014 – 2017 Building Inspector Kittitas County, WA 2011 – 2014 Engineer Technician/Building Inspector Kittitas County, WA 2009 – 2011 Building Inspector Kittitas County, WA 2006 – 2009 Permit Technician Kittitas County, WA 2005 – 2006 19 YEARS OF EXPERIENCE 7 YEARS WITH THE FIRM Amber Green Plan Review Manager 7 EDUCATION Building Trades Studies Salina Vocational Technical College LICENSES & CERTIFICATIONS International Code Council (ICC) Building Code Specialist Building Inspector Building Plans Examiner Certifi ed Building Code Offi cial Certifi ed Building Offi cial Certifi ed Mechanical Code Offi cial Certifi ed Plumbing Code Offi cial Combination Inspector Commercial Combination Inspector Commercial Electrical Inspector Electrical Inspector Mechanical Code Specialist Mechanical Inspector Mechanical Plans Examiner Plumbing Code Specialist Plumbing Inspector Plumbing Plans Examiner Residential Combination Inspector State of Florida Building Code Administrator #BU2145, Building Code A Certifi ed General Contractor #CGC1505128 Provisional Electrical Plans Examiner #PEP555 Standard Inspector #BN2833 with Building, Commercial Electric, Residential, Mechanical, and Plumbing Standard Plans Examiner #PX1306 with Building, Mechanical, and Plumbing Florida Stormwater, Erosion, and Sedimentation Control Inspector Program Qualifi ed Stormwater Management Inspector Certifi cate #SMI47477 WORK HISTORY Plans Examiner SAFEbuilt, LLC 2022 – Present Inspector and Plans Examiner Universal Engineering Services 2020 – 2021 Combination Building Inspector City of Maitland, FL 2019 – 2020 President Famensons, Inc. General Contractor 2002 – 2019 Inspector/Plans Examiner City of Winter Springs, FL 2000 – 2009 Building Inspector/Plans Examiner City of Winter Springs, FL 1996 – 1999 PROJECT EXPERIENCE Plans Examiner SAFEbuilt Contract with the City of Boulder, CO Plans Examiner SAFEbuilt Contract with the City of Bozeman, MT Plans Examiner SAFEbuilt Contract with Kitsap County, WA Plans Examiner SAFEbuilt Contract with the Town of Superior, CO Plans Examiner SAFEbuilt Contract with the City of Northglenn, CO Plans Examiner SAFEbuilt Contract with Colorado State University Plans Examiner SAFEbuilt Contract with the City of Central City, CO Plans Examiner SAFEbuilt Contract with Spokane County, WA Plans Examiner SAFEbuilt Contract with the City of Port Orchard, WA Andrew Frame, CBO Plans Examiner 29 YEARS OF EXPERIENCE 3 YEARS WITH THE FIRM 8 EDUCATION MS, Architecture University of Oregon, Portland BS, Architecture University of Minnesota LICENSES & CERTIFICATIONS International Code Council (ICC) #8822248 Building Inspector Building Plans Examiner Commercial Building Inspector Commercial Mechanical Inspector Fire Plans Examiner Residential Building Inspector Residential Plans Examiner State of Oregon Licensed Architect, Individual #ARI-6611 CAX-Residential Plans Examiner #2553CAX CAS-Residential Structural Inspector #2569CAS SRI-Plan Reviewer or Inspector #278SRI BO-Building Offi cial #5632BO MIA-Mechanical Inspector A-Level #5916MIA SIA-Structural Inspector A-Level #5984SIA PEA-Plans Examiner A-Level #6082PEA PEF-Fire and Life Safety Plans Examiner #6143PEF OIC-OR Inspector Certifi cation #OIC3590 U.S. Green Building Council LEED Accredited Professional (AP) #10229207 National Council of Architectural Registration Boards (NCARB) Certifi cation #118296 American Institute of Architects (AIA) Certifi cation #38490371 WORK HISTORY Plans Examiner SAFEbuilt, LLC 2021 – Present Building Offi cial/Plans Examiner/ Inspector City of Hood River, OR 2019 – 2021 Code Analyst/Building Offi cial/Plans Examiner/Inspector Clair Company Hood River, OR 2017 – 2019 Owner’s Representative and Discipline Lead for Civil Structural Architectural Scope + Design Manager Intel Corporation Hillsboro, OR 2011 – 2017 Architectural Intern with Crazy Turnip, LLC; Portland, OR Kahler Slater; Madison & Milwaukee, WI Hammel, Green, Abrahamson; Minneapolis, MN BWBR Architects; St. Paul, MN Wold Architects and Engineers; St. Paul, MN Rozeboom Miller Architects; Minneapolis, MN 2003 – 2011 PROJECT EXPERIENCE Plans Examiner SAFEbuilt Contract with the City of Beaverton, OR Plans Examiner SAFEbuilt Contract with the City of Ketchum, ID Plans Examiner SAFEbuilt Contract with the Town of Superior, CO Plans Examiner SAFEbuilt Contract with Elbert County, CO Plans Examiner SAFEbuilt Contract with the City of Castle Pines, CO Plans Examiner SAFEbuilt Contract with the City of Boise, ID Plans Examiner SAFEbuilt Contract with the City of Carey, ID Plans Examiner SAFEbuilt Contract with the City of Meridian, ID Plans Examiner SAFEbuilt Contract with the City of Nampa, ID Plans Examiner SAFEbuilt Contract with the City of Evanston, IL Plans Examiner SAFEbuilt Contract with the City of Boise, ID Danielle Meyers FioccHi, AIA, NCARB, LEED AP, BO Plans Examiner 22 YEARS OF EXPERIENCE 4 YEARS WITH THE FIRM 9 41 YEARS OF EXPERIENCE 2 YEARS WITH THE FIRM EDUCATION MBA, Business Administration University of Cincinnati MS, Civil Engineering Ohio State University BS, Civil Engineering University of Delhi LICENSES & CERTIFICATIONS International Code Council (ICC) #5270211 Building Code Specialist Building Inspector Building Plans Examiner Certifi ed Building Code Offi cial Certifi ed Building Offi cial Commercial Building Inspector Commercial Mechanical Inspector Mechanical Inspector Residential Building Inspector Residential Mechanical Inspector Residential Plans Examiner State of Washington Professional Engineer, Civil #43941 State of Oregon Professional Engineer, Civil Engineering, Structural Engineering #58815PE State of California CAX-Residential Plans Examiner #1841CAX CAS-Residential Structural Inspector #2150CAS GQI-Gen Post-Earthquake Inspector #361GQI BO-Building Offi cial #5339BO PEA-Plans Examiner A-Level #5412PEA PEF-Fire and Life Safety Plans Examiner #5414PEF SIA-Structural Inspector A-Level #5478SIA MIA-Mechanical Inspector A-Level #5763MIA OIC-OR Inspector Certifi cation #OIC3619 WORK HISTORY Building and Structural Plans Examiner SAFEbuilt, LLC Bellevue, WA 2022 – Present Plan Review (Structural) Engineer Several Municipalities in Oregon 2007 – 2022 Facilities Engineer III Building Codes Division (BCD) 1998 – 2007 Project Coordinator Shiban Ganju & Associates 1997 – 1998 General Contractor Patvaar Construction Co. Pvt. Ltd. 1990 – 1997 Plan Review Engineer/Chief Engineer City of Cleveland, OH 1985 – 1990 General Contractor Cincinnati United Contractors 1983 – 1985 PROJECT EXPERIENCE Structural Plans Examiner SAFEbuilt Contract with the Town of Severance, CO Structural Plans Examiner SAFEbuilt Contract with the City of Bozeman, MT Structural Plans Examiner SAFEbuilt Contract with Kitsap County, WA Structural Plans Examiner SAFEbuilt Contract with the Town of Lochbuie, CO Structural Plans Examiner SAFEbuilt Contract with the City of Black Hawk, CO Structural Plans Examiner SAFEbuilt Contract with the City of Arlington, WA Structural Plans Examiner SAFEbuilt Contract with the City of Meridian, ID Structural Plans Examiner SAFEbuilt Contract with the City of Northglenn, CO Structural Plans Examiner SAFEbuilt Contract with the City of Spokane, WA Structural Plans Examiner SAFEbuilt Contract with the City of Port Townsend, WA Structural Plans Examiner SAFEbuilt Contract with the Town of Pierce, CO Structural Plans Examiner SAFEbuilt Contract with the City of Boulder, CO Structural Plans Examiner SAFEbuilt Contract with the Town of Cicero, IL Structural Plans Examiner SAFEbuilt Contract with the Town of Carbondale, CO Structural Plans Examiner SAFEbuilt Contract with the Town of Estes Park, CO Structural Plans Examiner SAFEbuilt Contract with the City of Laramie, WY Structural Plans Examiner SAFEbuilt Contract with the City of Phoenix, AZ Structural Plans Examiner SAFEbuilt Contract with the City of Tucson, AZ Structural Plans Examiner SAFEbuilt Contract with Walla Walla County, WA Structural Plans Examiner SAFEbuilt Contract with the City of Mountlake Terrace, WA Structural Plans Examiner SAFEbuilt Contract with the City of Kuna, ID Structural Plans Examiner SAFEbuilt Contract with the City of Boise, ID Structural Plans Examiner SAFEbuilt Contract with the City of Decatur, GA Structural Plans Examiner SAFEbuilt Contract with the City of Evans, CO Structural Plans Examiner SAFEbuilt Contract with the City of Timnath, CO Structural Plans Examiner SAFEbuilt Contract with the Town of Superior, CO Ravi MaHaJan, CBO, PE Structural Plans Examiner 10 25 YEARS OF EXPERIENCE 9 YEARS WITH THE FIRM LICENSES & CERTIFICATIONS International Code Council (ICC) Master Code Professional Accessibility Inspector/Plans Examiner Building Code Specialist Building Inspector Building Plans Examiner Certifi ed Building Offi cial Certifi ed Fire Marshal Combination Inspector Combination Inspector - Legacy Commercial Combination Inspector Electrical Code Specialist Electrical Inspector Electrical Plans Examiner Fire Code Specialist Fire Inspector I Fire Inspector II Fire Plans Examiner Mechanical Inspector Mechanical Inspector UMC Plumbing Code Specialist Plumbing Inspector Plumbing Inspector UPC Plumbing Plans Examiner Residential Energy Inspector/Plans Examiner International Association of Electrical Inspectors One & Two Family Dwelling General Electrical Inspector Electrical Plan Review National Fire Protection Association Certifi ed Fire Inspector I, II, III Certifi ed Plans Examiner I, II NICET Water-Based Systems Layout Colorado Division of Fire Prevention & Control Fire Inspector III and Plans Examiner #226313678 State of Oregon PEF–Fire & Life Safety Plans Examiner #6138PEF PEA–Plans Examiner A-Level #6225PEA OIC–OR Inspector #OIC4414 WORK HISTORY National Plan Review Regional Manager, Chief Building Offi cial, Fire Marshal, and Fire Plans Examiner SAFEbuilt, LLC 2015 – Present Building Offi cial Charles Abbott Associates Atlanta, GA 2015 Building Offi cial City of Peachtree Corners, GA 2014 – 2015 Chief Fire Protection Engineering Bureau Nevada State Fire Marshal Division Carson City, NV 2011 – 2014 Plans Examiner III Carson City Building Division Carson City, NV 2006 – 2010 Building Inspector/Plans Examiner Douglas County Building Division Minden, NV 2001 – 2006 Building Inspector/Plans Examiner Douglas County Building Division Minden, NV 2001 – 2006 Building Inspector III Humboldt County Building Department Winnemucca, NV 1999 – 2001 PROJECT EXPERIENCE Building & Fire Plans Examiner SAFEbuilt Contract with the City of Auburn, GA Building & Fire Plans Examiner SAFEbuilt Contract with Stephens County, GA Building & Fire Plans Examiner SAFEbuilt Contract with the City of Decatur, GA Building & Fire Plans Examiner SAFEbuilt Contract with Dawson County, GA Fire Plans Examiner SAFEbuilt Contract with the City of Northlake, IL Plans Examiner SAFEbuilt Contract with the City of Pingree Grove, IL Building & Fire Plans Examiner SAFEbuilt Contract with the City of Lilburn, GA MEMBERSHIPS & AFFILIATIONS Governing Member International Code Council Associate Member Metro Atlanta Inspectors Association Member Building Offi cials Association of Georgia Governing Member Fire Prevention Association of Nevada AWARDS & RECOGNITION 2013 Supervisor of the Year Nevada State Department of Public Safety/State Fire Marshal Division Don WilKins, CBO, CFM, MCP Fire Plans Examiner 11 EDUCATION AS, Fire Science Columbia Southern University Orange Beach, AL Paramedic Technology Darton College Albany, GA LICENSES & CERTIFICATIONS International Code Council (ICC) Certifi ed Fire Marshal Fire Inspector I Fire Inspector II National ProBoard Fire Instructor I Firefi ghter II HAZMAT Technician Fire & Life Safety Educator Fire Plan Review National Fire Protection Association (NFPA) Fire Protection Specialist Certifi ed Fire Plans Examiner Georgia Department of Human Services Licensed Paramedic #P004145 Colorado Division of Fire Prevention & Control Fire Inspector III-Plans Examiner #226313317 Commonwealth of Virginia State Board of Housing and Community Development Fire Plans Examiner #FPE/24-0143 WORK HISTORY Fire Plans Examiner & Fire Inspector SAFEbuilt, LLC 2020 – Present Fire Plans Reviewer II Gwinnett County Planning & Development Lawrenceville, GA 2017 – 2020 Deputy Fire Marshal Gwinnett County Fire & Emergency Services Lawrenceville, GA 2012 – 2017 Firefi ghter III/Paramedic Gwinnett County Fire & Emergency Services Lawrenceville, GA 2006 – 2012 PROJECT EXPERIENCE Fire Inspector SAFEbuilt Contract with the City of Avondale Estates, GA Fire Plans Examiner SAFEbuilt Contract with Dawson County, GA Fire Plans Examiner SAFEbuilt Contract with the Village of Orland Park, IL Fire Plans Examiner SAFEbuilt Contract with Coweta County ,GA Fire Plans Examiner SAFEbuilt Contract with the City of Hampton, GA Fire Plans Examiner SAFEbuilt Contract with the City of Bozeman, MT Fire Plans Examiner SAFEbuilt Contract with the City of North Chicago, IL Fire Plans Examiner SAFEbuilt Contract with the City of Wheeling, WV Fire Plans Examiner SAFEbuilt Contract with the Town of Cicero, IL Rob MatHis, CFI-III, CFPE, CFPS, CFM Fire Plans Examiner 18 YEARS OF EXPERIENCE 4 YEARS WITH THE FIRM 12 City of Bozeman, MT | Statement of Qualifications (SOQ) | Building Plan Review On-Call Services ExpEriEncE with pErforming all typEs of Building rEviEws SAFEbuilt has substantial experience conducting all types of building plan reviews for jurisdictions of varying size and complexity. Our team is proficient in reviewing a wide range of project types, including commercial, residential, institutional, healthcare, educational, hospitality, industrial, and mixed-use developments. Our comprehensive review services encompass architectural, structural, accessibility, fire and life safety, electrical, mechanical, plumbing, energy, and green building code compliance. We have expertise in both new construction and renovation projects, and are equipped to assess complex building systems and specialized occupancies, including laboratories, hospitals, schools, multifamily housing, hotels, retail centers, and high- hazard facilities. Our staff includes ICC-Certified Plans Examiners, Building Officials, Fire Marshals, and LEED Accredited Professionals, each bringing specialized knowledge to the review process. We are well-versed in all model codes as well as state and local amendments, ensuring that all plan reviews meet or exceed regulatory requirements. Additionally, SAFEbuilt utilizes a collaborative, technology-driven approach that enables our team to efficiently coordinate multi-discipline reviews, communicate findings, and maintain clear documentation. This allows us to deliver timely, thorough, and accurate building plan reviews that support safe, code-compliant construction for each client we serve. ExpEriEncE coordinating BEtwEEn municipal Building and firE dEpartmEnts SAFEbuilt has extensive experience facilitating coordination and collaboration between municipal building and fire departments. Our teams routinely work with both departments to ensure that plan reviews, inspections, code interpretations, and approvals align with all applicable building, fire, and life safety codes. In jurisdictions served by SAFEbuilt, we actively engage in joint review meetings, case conferences, and project discussions to identify and resolve issues early in the process. Our staff includes ICC-Certified Building Officials and Fire Marshals who are well-versed in both building and fire code requirements, which allows us to bridge communication and technical gaps between departments effectively. For many clients, we have implemented cross-departmental workflows that streamline the review and approval process, reduce redundancies, and foster a collaborative approach to enforcing public safety standards. We regularly facilitate communication among stakeholders, prepare consolidated plan review reports, and coordinate phased approvals to help projects advance smoothly and on schedule. This proactive, integrated approach ensures that all code requirements are addressed comprehensively and consistently, enabling building and fire departments to fulfill their regulatory responsibilities while providing responsive and efficient service to the community. MAKING A DIFFERENCE WHERE YOU NEED US 13 City of Bozeman, MT | Statement of Qualifications (SOQ) | Building Plan Review On-Call Services rEcEnt & currEnt work in BozEman and othEr montana municipalitiEs The following project summaries showcase just a few of the many projects the proposed team has supported for the City of Bozeman and our reference clients in Montana. For references, please contact the municipality’s reference listed in “References” on page 26. HoTel Bozeman & residences | Bozeman, mT 2025 – Ongoing Hotel Bozeman & Residences is a planned six-story, two-building development with 130 hotel rooms and 34 condominiums. As Montana’s first Autograph Collection by Marriott, it will be Bozeman’s only full-service hotel and residential condominium project, featuring a rooftop restaurant with scenic views. Amenities include a 4,000 ft2 spa, a 2,000 ft2 fitness center, a private lobby with direct access to spa and fitness, more than 5,000 ft2 of meeting space, and concierge and butler services. SAFEbuilt has supported the project through accessibility, building, electrical, energy, mechanical, plumbing, and structural plan reviews. manHaTTan BiBle cHurcH addiTion | manHaTTan, mT 2025 SAFEbuilt completed the fire sprinkler plan review for the 1,241 ft2 addition to the church’s main lobby. sTaTe of monTana comBined laBs | Bozeman, mT 2023 SAFEbuilt provided comprehensive plan review services— including building, structural, accessibility, electrical, energy, mechanical, and plumbing—for the State of Montana’s new Combined Laboratories project. This one-story, 61,100 ft2 facility is designed to create modern laboratory and office space to support three state-supported institutions: the Montana Department of Livestock Veterinary Diagnostic Laboratory, the Montana Department of Agriculture Analytical Laboratory, and the Montana State University Wool Laboratory. The facility is organized around a central office core with dedicated laboratory wings for each institution, as well as shared office areas, amenity spaces, and loading dock facilities where appropriate. The project’s anticipated completion is early 2026. MAKING A DIFFERENCE WHERE YOU NEED US 14 City of Bozeman, MT | Statement of Qualifications (SOQ) | Building Plan Review On-Call Services msu GianforTe scHool of compuTinG | Bozeman, mT 2024 SAFEbuilt conducted accessibility, building, electrical, energy, mechanical, and plumbing plan reviews for the Gianforte School of Computing at Montana State University. The 55,000 ft2 Gianforte Hall will provide space for the School of Computing and support interdisciplinary collaboration with the music technology, film, and photography programs. The facility includes classrooms, research spaces, student laboratories, and studios, with areas designed to showcase student projects and research. The building incorporates multiple sustainability features and is being designed to achieve LEED Silver certification. It will connect to Montana State University’s South Campus Energy District, which improves efficiency by allowing surrounding buildings to share heating and cooling loads. Gianforte Hall is scheduled to open in 2026. rivian BelGrade | BelGrade, mT 2025 SAFEbuilt performed the fire sprinkler system review for Rivian’s new service and demonstration center on behalf of the Central Valley Fire District in the City of Belgrade. The 31,320 ft2 facility opened in August 2025. va communiTy livinG cenTer | miles ciTy, mT 2025 SAFEbuilt conducted building and fire plan reviews for the Veterans Health Administration’s new Community Living Center (CLC). The facility will be approximately 18,000 ft2 and is authorized to accommodate up to 17 beds and 35 parking spaces. providence sT. JosepH medical rural clinic | polson, mT 2025 SAFEbuilt recently completed foundational plan reviews for the new rural outpatient clinic at Providence St. Joseph Medical Center in Polson. The 12,000 ft2 facility is designed to serve up to 7,000 patients annually and is scheduled to open in Fall 2026. MAKING A DIFFERENCE WHERE YOU NEED US 15 City of Bozeman, MT | Statement of Qualifications (SOQ) | Building Plan Review On-Call Services Towneplace suiTes Bozeman wesT | Bozeman, mT 2023 – 2024 SAFEbuilt provided accessibility, building, electrical, energy, mechanical, plumbing, and structural plan reviews for a newly constructed four-story, 107-suite extended-stay hotel. The hotel features an indoor pool and jacuzzi, a large fitness center, and two meeting rooms for various events. The hotel opened in July 2025. fairfield By marrioTT | Bozeman, mT 2025 SAFEbuilt provided accessibility, building, electrical, energy, mechanical, plumbing, and structural plan reviews for a new four- story, 106-room hotel comprising 59,657 ft2. Located adjacent to the TownePlace Suites, the hotel will offer amenities such as an indoor pool and spa, a boardroom, a fitness center, and ski and bike storage. ecHo suiTes By wyndHam Bozeman | Bozeman, mT 2024 – 2025 SAFEbuilt provided accessibility, building, electrical, energy, mechanical, plumbing, and structural plan reviews for the new extended-stay, four-story, 50,204 ft2 hotel with 124 rooms. THe lumBeryard | Bozeman, mT 2025 SAFEbuilt provided accessibility, building, electrical, energy, mechanical, plumbing, and structural plan reviews for a new five- story, 155-unit affordable housing complex totaling 144,925 ft2. The complex is currently under construction and is scheduled for completion in 2026. MAKING A DIFFERENCE WHERE YOU NEED US tab 2 Firm Background 17 City of Bozeman, MT | Statement of Qualifications (SOQ) | Building Plan Review On-Call Services firm BackGround In 1992, SAFEbuilt began providing exceptional Community Development services to local governments. Today, we are a national leader performing value-added professional, technical, and consulting services in 41 states and the District of Columbia for the efficient delivery of third-party solutions. While we started by simply providing construction inspections and plan reviews for several communities in Northern Colorado, our areas of service have expanded over the past 33 years to include: • Full Service and Supplemental Building Department Operations • Residential, Commercial, and Industrial Plan Review • Building, Mechanical, Electrical, and Plumbing Inspection • Fire and Life Safety Plan Review and Inspection • Code Enforcement • Permit Technician • Certified Building Official • Community Development Automation Software • Expedited Plan Review, Inspections, and Engineering for Special Projects • Housing Authority Inspections • Planning and Zoning Services • Disaster Recovery • Grant Writing • Landscape Architecture • Surveying and Mapping • Platting • Land Development Codes Over the decades, our capacity has grown to 1,700+ employees who provide flexibility and economy of scale to more than 2,000 clients like the City of Bozeman. We deliver solid teams of skilled industry professionals to meet the goals and objectives of each client and community we serve, providing experienced staff who have the licenses and certifications to achieve successful outcomes. SAFEbuilt has completed thousands of community development projects, and we have the staff to accommodate all the requirements needed for your growth, delivering consistent and responsive customer service daily. FIRM PROFILE OFFERERSAFEbuilt, LLC Established in 1992 and Incorporated in Colorado on April 19, 1999 HEADQUARTERS444 N. Cleveland Avenue Loveland, CO 80537 P: 866.977.4111 F: 877.203.2704 www.safebuilt.com PROJECT OFFICE1715 114th Avenue SE Suite 204 Bellevue, WA 98004 425.818.5237 CLIENTS 7 Municipalities in Montana 2,000+ Nationwide MAIN CONTACTShelby Cook Director of Client Success 626.224.2055 scook@safebuilt.com OPERATIONSDavid Spencer, CBO Director of Operations 425.213.2612 dspencer@safebuilt.com AUTHORIZED OFFICERChris Giordano Chief Executive Officer 954.266.6475 cgiordano@safebuilt.com MAKING A DIFFERENCE WHERE YOU NEED US 18 City of Bozeman, MT | Statement of Qualifications (SOQ) | Building Plan Review On-Call Services sErvicE location SAFEbuilt does not currently maintain a physical office in Montana. Our project office for this work is located in Bellevue, Washington, where most of our proposed staff are based. SAFEbuilt has extensive experience providing remote services for plan reviews, planning and zoning, and remote video inspections. We operate a National Plan Review (NPR) team comprised of 48 highly qualified, multi- disciplinary plans examiners situated across the country. This team is staffed with specialists whose expertise and state licensing align with the requirements of each project. Areas of specialization include education, mechanical, electrical, and plumbing (MEP) systems, fire protection, post-disaster assessments, site and civil engineering, high-velocity wind zones, seismic design, and structural reviews. Our proposed fire plans examiners for this project, Don Wilkins, CBO, CFM, MCP, and Rob Mathis, CFI-III, CFPE, CFPS, CFM, are key members of our NPR team and bring significant expertise in fire safety plan review. annual volumE of BusinEss To demonstrate SAFEbuilt’s business volume and financial stability, we have included a letter from one of our banks on page 20. If the City requires further information regarding our financial capacity, we have also provided contact details for two of our banking representatives below. Truist Bank Brock Wilbor, Sr. Vice President of Relationship Management 5350 Town Center Road, Suite 200, Boca Raton, FL 33486 561.362.3554 | 954.849.8098 MidCap Financial Services Rick Singleton, Director of Portfolio Management 7255 Woodmont Ave., Suite 300, Bethesda, MD 20814 240.383.1594 financial/Bonding capacitiEs & staBility in thE markEtplacE SAFEbuilt, LLC, is in good financial condition, and there are no conditions, including bankruptcy, pending litigation, planned office closures, or impending mergers that would impede SAFEbuilt from providing services to the City. Should the City require bonding to provide services, SAFEbuilt confirms that it will acquire such coverage from our partner, McGriff Insurance Services, LLC. SAFEbuilt, LLC, and the SAFEbuilt family of companies are backed by private equity—The Riverside Company, located in Cleveland, Ohio, which provides us with a robust annual budget. Since its founding in 1988, The Riverside Company has invested in more than 1,000 acquisitions. As of 2025, Riverside’s global investment portfolio includes more than 140 companies with 300+ employees. Riverside has 14 offices and makes investments across North America, Europe, and the Asia-Pacific region. The firm’s investors include some of the world’s leading pension funds, endowments, funds of funds, insurance companies, and banks. SAFEbuilt’s stability in the marketplace is reflected in more than 33 years of continuous operation, ongoing growth into 41 states and the District of Columbia, contracts with over 2,000 clients, and a workforce of more than 1,700 employees. strEngths & wEaknEss SAFEbuilt is a national community development firm with the infrastructure and resources to deliver services across the country, while maintaining a strong commitment to meeting the specific needs of local communities. Although we do not currently have a physical office in Montana—a potential concern we acknowledge and address above—we have extensive experience and a proven track record in remote service delivery. “The depository balances for the SAFEbuilt, LLC relationship at Truist have a current collected balance of low eight figures.” MAKING A DIFFERENCE WHERE YOU NEED US 19 City of Bozeman, MT | Statement of Qualifications (SOQ) | Building Plan Review On-Call Services Our expertise spans a wide variety of community types and sizes, supporting some of the nation’s largest cities such as Dallas, Texas; Phoenix, Arizona; New Orleans, Louisiana; Washington, D.C.; San Diego, California; and Miami, Florida. At the same time, we have successfully partnered with small towns and rural municipalities, including Dillard, Georgia; Dalworthington Gardens, Texas; Dinosaur, Colorado; and Clyde Hill, Washington. This diverse client base has given us an in-depth understanding of the unique challenges and requirements that different communities face, and has reinforced our commitment to providing personalized, responsive service regardless of location. Before beginning work on any new contract, every member of our team undertakes a thorough review of the relevant local laws, regulations, codes, and ordinances to ensure full compliance and effective integration into the community’s framework. This approach allows us to deliver high-quality services that are tailored to each jurisdiction’s needs, regardless of where our staff are based. spEcial capaBilitiEs In addition to plan review, SAFEbuilt has successfully delivered remote services for building official services, planning and zoning, engineering, floodplain management, and inspection. We are pleased to introduce the City of Bozeman to SAFEbuilt’s Remote Video Inspection services, designed to offer both convenience and efficiency to your community. rEmotE vidEo inspEction (rvi) Remote Video Inspections allow inspectors to conduct inspections promptly, eliminating travel time and enabling real-time guidance for residents and contractors. This technology also helps reduce the number of individuals on-site, supporting both public health and jobsite safety. Our RVI services are actively used by teams across multiple states, including Colorado, Florida, Illinois, Michigan, Minnesota, Ohio, Pennsylvania, Texas, Wisconsin, and Washington. SAFEbuilt uses Blitzz Remote Visual Assistance software, which connects inspectors with clients without the need for additional downloads or logins. Inspectors have the ability to record, take photos, and efficiently complete inspections for items such as water heaters, electrical reconnects and upgrades, and residential re-inspections. The technology also enables safe and effective roofing inspections, including for steep or difficult-to-access roofs. The types of inspections eligible for RVI are determined by the local municipality and may include porches, small projects, rooftop and rooftop solar, electrical service upgrades and reconnects, water heaters, gas line installations, parking shade structures, detached storage sheds, residential additions or alterations, and follow-up inspections. RVIs are not used for fire or vehicle damage assessments or for utility and critical facility restorations, which require on-site inspections as determined by the Building Official. RVI is an effective way to maximize inspection team efficiency, providing results faster than traditional on- site visits and eliminating travel-related delays. If the City of Bozeman is interested in exploring this service, please contact Ms. Shelby Cook, the Account Manager listed on the cover page of this proposal, to arrange a demonstration. MAKING A DIFFERENCE WHERE YOU NEED US 20 Truist Letter tab 3 Firm Workload 22 City of Bozeman, MT | Statement of Qualifications (SOQ) | Building Plan Review On-Call Services firm workload Ensuring the availability of qualified staff for the City is a top priority for SAFEbuilt. As a firm with a nationwide client base, we have established systems for resource allocation and management to guarantee timely and consistent service delivery, regardless of project size or schedule. Our proposed team consists of multi-certified, cross-functional professionals prepared to support the City on an on-call basis. All key personnel assigned to this project will be available during the City’s regular business hours and can be reached directly once the contract is awarded; we will provide a complete contact list at that time. SAFEbuilt carefully monitors the status and workload of our teams to ensure that sufficient capacity is maintained for all active and anticipated projects. Once team members are assigned to a specific project, they remain dedicated to that project for its duration, ensuring continuity and accountability. In the event of any personnel changes during the contract period, SAFEbuilt will provide immediate notification to the City and assign equally qualified staff as needed to avoid any disruption in service. SAFEbuilt maintains staffing availability at a minimum of 40% for senior staff and 30% for technical support staff, allowing us to respond quickly to client needs and unexpected demands without compromising service quality. The following chart provides a visual overview of the current and projected workload and availability of key personnel assigned to this project. Team Member Availability Amber Green, Plan Review Manager 60% Andrew Frame, CBO, Building/Trades Plans Examiner 30% Danielle Fiocchi, AIA, NCARB, LEED AP, Building/Trades Plans Examiner 40% Ravi Mahajan, CBO, PE, Structural Plans Examiner 30% Don Wilkins, CBO, CFM, MCP, Fire Plans Examiner 30% Rob Mathis, CFI-III, CFPE, CFPS, CFM, Fire Plans Examiner 35% SAFEbuilt is fully equipped to meet the City’s schedules and project timelines through a proven project management system focused on efficiency, quality, and cost control. Our approach includes continuous progress and budget tracking, enabling real-time adjustments to keep projects on schedule and within budget. This system ensures constant monitoring and rapid responsiveness to any changes, providing confidence in timely, successful project delivery. We are committed to aligning with the City’s preferred systems and schedules, consistently meeting or exceeding expectations. Our team’s expertise in assessing time commitments, developing accurate work plans, and deploying professional personnel ensures efficient execution. We can quickly adjust staffing levels as needed, maintaining exceptional customer service and responsiveness. Additionally, our experienced National Plan Review team can step in on short notice to fulfill all contract requirements in the event of an emergency, staff shortage, or workload fluctuation. We are fully prepared to handle any assignments you request, including urgent projects requiring rapid response and turnaround. MAKING A DIFFERENCE WHERE YOU NEED US tab 4 Claims 24 City of Bozeman, MT | Statement of Qualifications (SOQ) | Building Plan Review On-Call Services claims SAFEbuilt, LLC has never been required to pay, nor has ever been assessed, liquidated damages upon completion of a project under any contract with its current or past clients. MAKING A DIFFERENCE WHERE YOU NEED US tab 5 References 26 City of Bozeman, MT | Statement of Qualifications (SOQ) | Building Plan Review On-Call Services references SAFEbuilt is pleased to provide the following client references, each representing current municipal or agency partners in Montana. The referenced contracts are comparable in scope and complexity to the services requested in the RFQ. City of Belgrade, MT | 2025 – Ongoing Plan Review Lucas Sobeck, Chief Building Official 91 East Central Avenue, Belgrade, MT 59714 406.388.3564 | lsobeck@belgrademt.gov Central Valley Fire District | 2023 – Ongoing Fire Plan Review Jake Zlomie, Fire Marshal 215 Wings Way, Belgrade, MT 59714 406.223.5582 | jzlomie@centralvalleyfire.com Town of Manhattan, MT | 2024 – Ongoing Plan Review | Fire Plan Review Brandon Yung, Building Official 207 South Sixth Street, Manhattan, MT 59741 406.595.9300 | byung.town@gmail.com City of Miles City, MT | 2024 – Ongoing Plan Review | Fire Plan Review Gabe Martinsen, Building Official 17 South 8th Street, Miles City, MT 59301 406.874.8603 | gmartinsen@milescity-mt.org City of Polson, MT | 2024 – Ongoing Building Official | Plan Review | Building/Trades Inspection Rob Edington, City Planner 106 1st Street East, Polson, MT 59860 406.883.8213 | cityplanner@cityofpolson.com “You guys are great!” — Craig Raymond, Building Official | City of Polson, MT MAKING A DIFFERENCE WHERE YOU NEED US attachment a Nondiscrimination and Equal Pay Affirmation 28 aTTacHmenT a: nondiscriminaTion and equal pay affirmaTion