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Home My WebLink About2015-05-12 - AGENDA REPORTS - MASTER'S COLLEGE MP MOD PROJ (2)Agenda Item: 10 CITY OF SANTA CLARITA Q) AGENDA REPORT NEW BUSINESS CITY MANAGER APPROVAL: ) DATE: May 12, 2015 SUBJECT: AWARD A CONTRACT FOR SELECTION OF A LAND USE CONSULTANT TO PREPARE AN INDEPENDENT ANALYSIS/REPORT AND EVALUATE THE MASTER'S COLLEGE MASTER PLAN MODIFICATION PROJECT DEPARTMENT: Community Development PRESENTER: Jeff Hogan RECOMMENDED ACTION City Council award a contract to Lilley Planning Group in the amount of $23,090, plus a contingency of $6,910, for a total contract cost of $30,000, and authorize the City Manager or designee to execute the contract and associated documents, subject to City Attorney approval. BACKGROUND The Master's College ("College") received approval from the City Council in 2009 for a 10 -year master plan expansion of the campus, which included a 0.64 -mile extension of Dockweiler Drive, a 240,000 square -foot expansion of the college campus, and the construction of 42 single- family homes. Citing extensive costs of the original project and widespread economic changes since approval of the original master plan, the College, in 2012, submitted a request to revise the phasing of the master plan and to revise the roadway access to the campus ("proposed project"). The proposed project includes two potential roadway options to the College's new entrance on Dockweiler Drive. One proposed roadway option includes an interim connection via a private driveway from the new College entrance to Market Street. A second proposed roadway option includes a roadway from the new College entrance to Arch/13th Street. In September 2012, the City Council awarded the Environmental Impact Report (EIR) contract for the proposed project to Impact Sciences. At that time, the City Council also directed staff to conduct a Request for Proposals (RFP) to hire an independent land use consultant in order to evaluate the roadway proposals and to make an independent recommendation to the City Council on the optimal roadway access option. An independent consultant is being hired because of the project's proximity to, and impact on, property owned by a Councilmember. City staff coordinated the hiring of the independent consultant with the completion of the draft EIR for the project. Since the direction was given by the City Council to hire the independent consultant, Ar 00 � P Packet Pg. 240 City staff has been working with the College and Impact Sciences on project design details and the draft FIR. Now that design details and the draft FIR are almost complete, City staff determined that the coordination of the independent consultant for the analysis and report of the proposed project should commence. In December 2014, staff solicited proposals from qualified firms to prepare an independent analysis and report on the proposed project and to make an independent recommendation to the City Council. One firm, Lilley Planning Group, submitted a proposal (attached) in response to the RFP. In evaluating their proposal, staff has determined Lilley Planning Group to be qualified to prepare this analysis based on the merits of their proposal, experience with similar projects, cost effectiveness, and familiarity with the site. On April 29, 2015, the Downtown Newhall Specific Plan Ad Hoc Subcommittee, consisting of Mayor McLean and Mayor Pro Tem Kellar (alternate), conducted an interview with the Lilley Planning Group. During this meeting, the consulting firm summarized their proposal and qualifications to the Subcommittee. The total cost to prepare the independent analysis and report and to evaluate the roadway options proposed in the project is $23,090. A contingency of $6,910 has been included, in order to cover optional tasks for public outreach, for a total contract amount of $30,000. The Draft Professional Services Agreement is available for viewing in the City Clerk's Reading File. Provided below is a summary of the projected schedule for the Master's College Master Plan Modification project and for the draft EIR that is being prepared for the project. Project and EIR Schedule September 2014 - May 2015 August 2015 September - October 2015 November 2015 November - December 2015 January/February 2016 ALTERNATIVE ACTION Other action as directed by the Council. FISCAL IMPACT College's Revisions to Site Plans Complete Draft EIR Draft EIR for Public Review Independent Consultant Results Planning Commission Hearings City Council Hearings Adequate funds are available in Planning Expenditure Account 13100-5161.001 to pay for the independent land use consultant. ATTACHMENTS Proposal, Lilley Planning Group . Draft Professional Services Agreement - Lilley Planning Group (available in the City Clerk's Reading File) Page 2 Packet Pg. 241 Proposal to Provide: Land Use Consultant January 23, 2015 Prepared for: City of Santa Clarita Purchasing 23920 Valencia Boulevard, Suite 120 Santa Clarita, CA 91355-2196 Prepared by: Lille PLANNING ©ROUP 564 South Brea Boulevard Brea, California 92821 Phone: 714.672.9906 web site: www.lilleyplanning.com Lilley PLANNING GROUP January 22, 2015 City of Santa Clarita Purchasing 23920 Valencia Blvd., Suite 120 Santa Clarita, CA 91355-2196 Subject: Proposal for Land Use Consultant To Whom it May Concern: Thank you for the opportunity to submit our response to the City of Santa Clarita's request for a Land Use Consultant. The Lilley Planning Group has provided planning services for over 20 years to more than 40 communities throughout California. We have a dynamic team of professionals immediately available to provide the Planning Services requested by the City of Santa Clarita. All of the planners on our team began consulting after working in varying planning positions for local governments. This past experience has familiarized them with the professionalism and commitment to excellence providing planning services for a public agency demands. In particular, our firm has exceptional experience and technical background with processing projects similar to the amendment needed to the approved Master's College Master Plan area. Our accomplished staff is led by a principal with over 25 years of experience providing planning services to municipalities. This expertise and background has cultivated a wide range of knowledge in the field of planning adding value to your organization. We have professional staff available to assist the City of Santa Clarita in a timely, professional and experienced manner. Given our expertise and background, we exceed the expectations of our clients. Our staff has expertise in discretionary case processing, code compliance, and project management. To ensure you receive the highest level of service and projects run smoothly and stay on schedule, we will provide for you proactive solutions, consistent communication, and solid coordination. The Lilley Planning Group will work with the City of Santa Clarita to assemble an experienced team of professional planners offering you the best options with respect to level of experience, qualifications, and expertise. This team of planners will also ensure the project is completed in the time provided. Lilley Planning Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Lilley Planning Group complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Our company is committed to adapting our services to your organization and complementing your existing processes to fully meet and exceed your standards. We appreciate your time in reviewing our proposal. We are confident you will find our capabilities, technical expertise, and staff is the right fit for your needs. I look forward to the opportunity to speak with you about our services and the needs you anticipate now and in the future. With Appreciation, Jennifer A. Lilley, AICP President Lilley Planning Group Ms. Jennifer Lilley is the President and authorized to bind the firm for this work program. The proposal attached is a firm offer for a 60 -day period. The proposed work will be performed at the not to exceed price inclusive of all meetings and tasks outlined. City of Santa Clarity •...... page 2 CITY OF SANTA CLARITA REQUEST FOR PROPOSAL SCHEDULE PROPOSAL # PL -14-15-14 PROPOSALS ARE DUE BEFORE: 11:00 A.M., January 22, 2015 The City of Santa Clarita invites sealed proposals for: LAND USE CONSULTANT 1. Return original of Proposal to: City of Santa Clarita Purchasing 23920 Valencia Blvd., Suite 120 Santa Clarita, CA 91355-2196 2. Prices shall be D.D.P. Destination or for the service rendered. 3. Proposer shall honor proposal prices for sixty (60) days or for the stated contract period, whichever is longer. 4. Proposals must include this Proposal form and be signed by the contractor's authorized representative. This signature acknowledges the proposer has read and understands the requirements contained on pages 1 to 24 and Attachments A to J. 5. The last day for questions will be 5:00 PM, January 8, 2015. 6. The contractor is responsible for the accuracy and completeness of any solicitation form not obtained directly from the City. PROPOSER TO READ I have, read, understood, and agree to the terms and conditions on all pages of this proposal. The undersigned agrees to furnish the commodity or service stipulated on this proposal as stated above. Company: Lilley Planning Group Address Name (Print): _Jennifer A. Lilley, AICP Sign Company Phone No.: _714-672-9906 South Brea Boulevard Brea, CA 92821 Title of Person Signing Bid:_ President City of Santa Clarita i j i i) P. y .L.'..•...... page 3 TABLE OF CONTENTS Part 1 -Technical Proposal III ley PLANNING GROUP Si Section1. Introduction...................................................................................................6 Section 2. Project Analysis............................................................................................8 Section 3. Objective, Scope, Nature of Proposed Program.......................................9 Section 4. Work Program.............................................................................................10 Section5. Methodology..............................................................................................15 Section 6. Project Management(n/a).......................................................................15 Section 7. Assigned Personnel....................................................................................16 Section8. Schedule.....................................................................................................27 Section 9. Program Monitoring(n/a)..........................................................................28 Section 10. City Resources.........................................................................................28 Section 11. Subcontractors.........................................................................................28 Section 12. Contractor Capability and References.................................................29 Section 13. Alternative Proposals..............................................................................64 Section 14. Conflicts of Interest.......................................................................... City of Santa Clarita ..^^'•...... page 4 Section 15. Additional Data.......................................................................................64 Part 2 - Cost Proposal 1. Submitted separately as directed by the Request for Proposal. City of Santa Clarita •...... page Section 1. Introduction The Lilley Planning Group is a full service, professional planning firm providing land use, environmental and on-site planning consulting to cities throughout California. Our mission is to provide outstanding, quality service to the clients and the communities we serve and ensure we add value and make a positive impression with each assignment. Our corporate office is located in the City of Brea. Our President, Jennifer Lilley, AICP, has been a professional planner for over twenty-five years and has focused the last twenty years of her career assisting cities with their planning needs overseeing and managing contract planning services. In addition to Jennifer's experience we have brought together a talented team of managers and to assist our clients and build the strength of resources and skills our firm has to offer. Our management team has worked many years for public planning agencies before their work in planning consulting. They are familiar with the needs of public agencies and are able to provide management support to our staff planners. We have assembled a team of experienced professional planners to deliver high quality contract planning to agencies. Our staff has professional planning experience in the public sector. This gives our team a unique and thorough understanding of the processes we will be implementing and the challenges faced in City planning departments. Our services include all functions of a city planning department, including discretionary case processing, public information services, code compliance/plan checking, site visits, mitigation monitoring, code enforcement, zoning code amendments, staff training, project management, policy planning and general plan updates. We also offer GIS support, graphic capabilities, design evaluation, report writing, environmental impact documentation, and public outreach programs. We have a proven track record for providing planning staff that is the best match possible to the clients that we serve. We look for professionals that have the technical competency to meet the requested services of our clients as well as the ability to fit into the organization that they will be assigned. We believe you will find that we employ highly qualified and experienced professionals whose skills meet those requested by our clients and whose qualifications and previous responsibilities are a strong match to the needs of any agency. We do this by employing the following practices: • Our clients have the opportunity to interview our staff before placing them in any assignment. • Our planners have experience working for public agencies prior to working with us. • The Lilley Planning Group knows that our reputation is our most valuable asset. To protect it we do not over commit our staff and we only commit to work that our staff has the qualifications to perform. City of Santa Clarita Lilley ............. page 6 • Our staff maintains their professional development and we provide extensive training in project management, land use law, CEQA, writing and public presentations skills. • We maintain regular office hours to be accessible and available when needed. • We consistently meet departmental standards including: deadlines, quality of work products, courtesy and accessibility, accuracy of reports and information given to the public, and responsiveness by gaining a firm understanding of expectations and maintaining consistent communication with our clients. • The Lilley Planning Group is committed to providing planning services that are cost effective while maintaining productivity standards. In general, our core services include: • Reviewing and processing all aspects of current planning applications; • Advising and assisting the public and other City departments with planning applications; • Assisting with issues and problems for pending projects and applications and consulting with the applicant or other parties; • Assisting with establishing and implementing General Plan goals, policies and programs; • Reviewing, analyzing, coordinating related planning activities; • Preparing written staff reports for consideration by Commissions and the City Council; • Managing all aspects of assigned projects including noticing and CEQA requirements; • Conducting research and special studies; • Coordinate with all divisions and departments in the organization to provide cohesive and consistent communication and information throughout the process; • Conduct field review and analysis of projects to have the most up-to-date information on the projects and the surrounding conditions; • Prepare zoning code amendments, General Plan updates and other policy documents as necessary, including research and public workshops; • Attend and make presentations to the Planning Commission and/or City Council and respond to questions as requested; and • Provide guidance and oversight to City Planning staff as necessary. City of Santa Clarita i , i fl ey ............. page 7 Our administrative procedures ensure staff has full access to an administrative support staff for needs as they arise. They can have assistance with report preparations, word processing and other administrative tasks as needed. These services are included as part of our service to our clients and we do not include additional fees for this work. Also, our management team is available as a review and oversight resource of our staff. Our managers can review written work, oversee products and help our staff to prepare for presentations and projects. Again, this work is the commitment to our staff and we do not bill additional services for this time. We expect our staff will coordinate directly with city staff regarding their schedule, tasks, assignments, workload and priorities list. However, our management team will also check in on a regular basis with the staff to ensure all needs are being met and the expectations are clear. We have the ability to prepare weekly progress reports and can tailor these reports and the timing of their transmittal to the City to your specific requests. We also provide this level of communication to applicants as requested by the City. Section 2. Project Analvsis The project as listed in the Request for Proposal from the City of Santa Clarita is an amendment to the approved Master's College Master Plan area to accommodate change in the economic climate of the region and desire to grow the student population. The City Council approved a Master Plan for the College to include a 240,000 square - foot expansion of the campus, a 0.64 -mile extension of Dockweiler Drive from Leonard Tree Lane to the western property line of the campus and to construct 42 single-family homes on January 13, 2009. According to the Master Plan, building additions of up to 10,000 square feet were allowed, prior to requiring major roadway and circulation improvements. Since the approval of the Master Plan, the College was approved for additions to the gym and dining hall facilities, fulfilling the 10,000 square foot limit. In March of 2012, the College submitted an application for modification to the approved Master Plan that would modify the construction -phasing plan and was pursuing an interim secondary access that would allow construction of a new dormitory. The proposed revision would include two potential options for the interim access to the new entrance on Dockweiler Drive. The first option contains an interim connection via a private driveway from the new College entrance onto Market Street. The second option would consist of an interim roadway from the new College entrance onto Arch Street. Based on proposing either interim roadway options, the College requests permission to construct a new 200 -bed dormitory. While neither option prevents the College from constructing Dockerweiler Drive based on the approved Master Plan and the City's General Plan, the College is still required to construct the full 0.64 -mile extension of Dockweiler Drive from Leonard Tree Lane to the College's western property line. The Lilley Planning Group's interpretation of the potential problem areas as described in the RFP include evaluating which option would be most efficient in terms of: City of Santa Clarita Lilley .....,.•..... page 8 • cost, • time of construction, • impacts on the surrounding uses, • impact on the college, • amount of grading needed and • if the potential recommended option(s) are consistent with the City of Santa Clarita's General Plan and Unified Development Code. Section 3. Objective, Scope, Nature of Proposed Program The Lilley Planning Group's overall approach to the project(s) would be to provide a non -biased recommendation for the best possible interim roadway connection by having open communication with the stakeholders and being able to research and understand all the details of this project. We have interpreted the potential problem areas as described in the RFP including evaluating which option would be most efficient in terms of: cost, time of construction, impacts on the surrounding uses, impact on the college, amount of grading needed and if the potential recommended option(s) are consistent with the California Environmental Quality Act, City of Santa Clarita's General Plan and Unified Development Code. With the potential issue(s) identified, our objectives and scope of work to be performed for this project includes the following: • Providing open communication amongst stakeholders. We believe in a collaborative approach to our work so that all parties involved support the outcome. • Manage the project schedule in accordance with the City's adopted timeline. Our staff is trained in best practices for time management and project management techniques. We utilize tools and techniques to ensure all milestones are met and deadlines are tracked well. • Attend community and staff meetings as well as public hearings and present recommend options to the Planning Commission and/or the City Council. Our planners have solid presentation skills and have provided presentations to Design Review Commissions, Traffic Commissions, Planning Commissions, Zoning Administrators, City council, Council Subcommittees, City and community groups. We have presented information, written reports and holding study sessions on policy recommendations. We are often commended for the ability our staff to translate complex issues into clear and easy to follow presentations without the use of unnecessary jargon. We are confident in our presentation skills. • Produce a report and memorandum to the Planning Commission and City Council on the optimal project/roadway option. Our staff is highly skilled in analysis, researching potential impacts and being able to provide the findings in a clear, concise format for the city staff, decision - makers and the public. City of Santa Clarita Lilley ............. page 9 Section 4. Work Program The following items below are Lilley Planning Group's proposed work program that will explain the proposed technical approach that addresses the specific issues identified in the RFP: Task 1.1 Internal Kick Off Meeting Subtasks: We want to begin this work by meeting with the City team and reviewing the project, the scope, the schedule and all tasks ensuring we have the latest information. We will collect all necessary documents and review any files or relevant information. We will complete this task within one week of award of contract. Output: • Meeting agenda • Meeting summary • Refined Project Scope • Refined Project Schedule. Task 1.2: Conduct Site Inspection Subtask: Our staff will conduct a site inspection to understand the project area, gather notes and photos for further research during the project. This site inspection would be open for city staff to attend, allowing any additional information and/or feedback. Output: We plan this meeting to follow our internal kick off meeting. Our team will visit the site to take photos and identify the two potential options. Lilley Planning staff is experienced with reviewing grading, building and demolition plans. We have worked in hillside communities, coastal communities and other specialty areas and our staff has unique skills and education to allow them to provide the best practices and thorough analysis of all aspects of project review related to Master Planning. • Summary Notes • Photos • Needs List Task 1.3: Project Management Subtask: Project Management will be necessary throughout the project. We plan to meet with staff after completion of each critical task to provide our findings and touch base on next steps. Checking in on a regular basis can avoid getting off track and can allow information to be provided throughout the work effort. City otSanta clarlta Lilley ........ ..... page 10 Output: Methodology used for this task includes our Project Manager organizing and attending these regular meetings throughout the project. After the meeting, a summary from the meeting with the work plan, deadlines and any assignments required will be provided. Our staff is trained in best practices for time management and project management techniques. We utilize tools and techniques to ensure that all milestones are met and deadlines are tracked well in advance to avoid last minute emergencies. We work to keep projects moving forward on schedule and look for ways to expedite the process and avoid any potential time delays. • Up to 8 (1 hour) coordination meetings (via phone) • Agendas • Summaries Task IIA: Analyze impacts on governing documents Subtask: This is necessary to review and consider all the impacts any alteration or potential decision may have and consider unexpected changes provided future growth. Our review will focus on the General Plan, zoning code, current master plan, proposed project and plans as well as other documents received during the kick off meeting and throughout the site visit to identify what is changing and what impacts the proposed options present. Output: Our methodology will be to carefully review and research all the governing documents relevant to this amendment to the Master's College Master Plan. Our staff will identify all areas of the Master Plan that require change and verify consistency throughout the Master Plan as well as all other documents. This task will create the official "to-do list" to ensure consistency between all documents and to present options to property owner, stakeholders and the City. The professional team we are offering to the City of Santa Clarita is known for their coordination and organization. All of our staff is confident expert in their site plan review, code analysis and interpretation skills. We keep accurate and complete records of all of our cases. • List of Amendments • Confirmation of Consistency Task 1.5: Prepare recommendation report and memo based on Staff and public feedback, compliance with the General Plan and Zoning Ordinance City of Santa Clarita Subtask: Completing the review, analysis and documentation of all the information received to date. We will compile a report that would include a summary of the, staff meetings, site inspections and analysis of the proposed options in relation to the Master's College Master's Plan, Downtown Newhall Specific Plan, General Plan and Zoning Ordinance. Our team will ensure to provide detailed information on the analysis used to support our recommended route. Output: Methodology used for this task includes our professional team analyzing all data reviewed, considering the options presented to the City staff and the stakeholders and weighing the input received with the professional standards, best practices and governing documents to complete a recommendation on interim roadway connection options for city staff review. Our team will be able to make necessary findings for various entitlements and are confident preparing complex staff reports so that members of the public and decision makers can understand the project, the evaluation process and make informed decisions. • Draft Recommendation Report • Review with City Staff • Revise Report Final Draft Task 1.6: Subcommittee Meetings Subtask: The Lilley Planning Project Manager will coordinate a meeting with the Ad Hoc Subcommittee for the Downtown Newhall Specific Plan ("Council Subcommittee") as well as any other subcomittees that should be included. Our task includes preparing a presentation of the overall process and recommended roadway option. Following this meeting(s), our team will meet with City staff and Master's College to determine if any new input requires additional consideration prior to moving forward with the recommendation. Additional information may be given during this process and time and attention must be allowed to incorporate pertinent and important data, analysis or challenges. The team will revise and adapt our review and consideration to reflect any necessary changes. Output: • Up to 2 Subcommittee Meetings • Agenda • Presentation of Process and Recommendation • Summary of Meetings City of Santa Clarita Lifley • •••......•. page 12 Task 1.7 Planning Commission Hearing Subtask: Our work will include preparation and presentation of Lilley Planning Group's independent recommendation of the preferred roadway option to the Planning Commission. We will prepare the staff report and presentation to accompany our summary and will present this information in person at the public hearing. It is anticipated that this item will first be heard at a "study session" type hearing to obtain input and feedback from the Commission. This task would also include a second public hearing and any necessary revisions or additions to the recommendation and presentation following the first meeting. In addition, this would contain any preparation needed to revise Staff Report and Presentation. Output: • Revisions based on feedback from Subcommittees and Staff • Final Planning Commission Report and Recommendation • Presentation of Process and Recommendation Task 1.8 City Council Hearings Subtask: Following review and approved recommendation by the Planning Commission, our team will meet with the City staff to address any refinement or changes needed prior to the City Council. We will prepare and present the final independent recommendation of the preferred roadway option to the City Council. This task would also include any additional meeting with any revisions or additions to the recommendation and presentation. In addition, we have built in the contingency of a second meeting being needed, should any concerns or changes be raised at this stage of the process. Our work also includes all preparation needed to revise the Staff Report and Presentation. Output: • Revisions based on feedback from Subcommittees and Staff • Final City Council Report and Recommendation • Presentation of Process and Recommendation Optional Task A: On-line and traditional information and feedback tools to encourage feedback from all community members. Subtask: We have built into this proposal an option of providing some public outreach components. Since this was not part of the RFP we do not anticipate this being part of the proposed scope of work. However, in our experience public outreach is a critical component to any major change in development in a community in the future. Reaching out to the public early in any process allows for information and education to be shared and concerns and issues to be addressed. In order to achieve this in an City of Santa clarlta Lilley page 13 Output: efficient and effective manner we are proposing to reach out to the community using electronic or web -based communication as well as traditional methods. Our team will create a web -based dialogue site that is accessible to anyone in the community. We prepare project information, input tools and facilitate a dialogue with the public on-line. In addition we will prepare a project web -site business card, flyer, press release or invitation to a public meeting, as necessary and appropriate, to encourage the community or a more specific group of stakeholders to attend a meeting or participate in upcoming hearings to ensure we have feedback and buy -in. • Internet -hosted project site • Maintenance of information • Management of information and dialogue • Content for the site • Promotional information for any meetings as required and necessary Optional Task B: Conduct a Stakeholder Information Meeting Subtask: This task would be key to obtaining public input and feedback while being able to openly present potential issues with the two interim roadway connections. This would allow for open discussion between stakeholders that would provide imperative information for city staff and planner(s) from Lilley Planning Group of the project and invite for continued comments by promoting the website. Methodology used for this task would consist of coordinating the kick-off meeting with city staff and our profession team would be in attendance to observe and take note of the comments given. Please note that our planners have solid presentation skills and have provided numerous presentations to Design Review Commissions, Traffic Commissions, Planning Commissions, Zoning Administrators, City and community groups. We have presented information, written reports and holding study sessions on policy recommendations. We are often commended for the ability our staff to translate complex issues into clear and easy to follow presentations without the use of unnecessary jargon. We are confident in our presentation skills with PowerPoint and other presentation formats, if needed. Our team uses virtual programs, GIS and other graphic and simulation tools when appropriate to illustrate complicated project details in a way to simplify the issue and make the information easy to understand even for someone hearing the information for the first time. City of Santa Clarita i,ijjP,y............. page 14 Output: In regards to community outreach meetings, we have provided facilitation and public outreach to many different groups throughout California to share with our clients the tools and techniques that are most effective. We enjoy working with people and we see the public as a useful resource and not a barrier to the public process. As a facilitator, we are neutral and our role is to lead the discussion, to listen to input and learn from the experts, the citizens. Our goal as the facilitator is to spend more time listening and less time talking. The Lilley Planning Group has trained and experienced professional facilitators on our team that are available to help your community with public outreach efforts of any kind. We have provided this service for small groups dealing with neighborhood issues to large visioning efforts with more than 500 participants. • Coordination of meeting time, location, date and logistics • Meeting Promotional Materials • Meeting Agenda • Meeting Sign In Sheet • Dialogue Content • Meeting Summary • Staffing for Meeting Section 5. Methodology The method of program management that we will be using to internally manage and direct this project is to first have a well-established timeline and project list to ensure that everything is completed. Our staff is trained in best practices for time management and project management techniques. We utilize tools and techniques to ensure that all milestones are met and deadlines are tracked well in advance to avoid last minute emergencies. We work to keep projects moving forward on schedule and look for ways to expedite the process and avoid any potential time delays. Section 6. Proiect Management N/A City of Santa Clarita Lilley ............. page 15 Section 7. Assigned Personnel Our approach to respond to this RFP is to provide the City of Santa Clarita an overview of the level of staff we have available to choose from and the depth of experience and qualifications of our team. While any and all of the staff included in this proposal can be made available to the City. The assigned professional will be left to the final decision of the City. It is typical for cities to choose a particular planner based on the needs at the time and the fit necessary with the applicant and development team. We have additional staff available for the City to meet, review, interview and choose from when the time comes. So with regard to the individuals included in this proposal, we are not recommending that all of these professionals be assigned to the City at this time. The City will want to have the appropriate staff level and the most qualified person assigned based on the tasks required. We are confident you will find that all of our professional team is exceptional in the work they accomplish, the service they provide and the care they take with every member of your community. Listed following resumes will introduce to our proposed team for the City of Santa Clarita: City of Santa Clarita L i fl ev ............. page 16 JENNIFER DAVIS PROJECT MANAGER Jennifer is a seasoned and collaborative consensus builder within her own organization as well as in the communities she has served. Her skill set includes an astute ability to mediate disparate parties; sensitivity to differing points of views; and a history of working with a variety multi -cultural communities; strong leadership and commitment toward positive community development efforts; and active promotion of economic development opportunities in city planning and community development. City of San Gabriel, San Gabriel, CA • April 2008 - December 2013 Director of Community Development • April 2010 - December 2013 Provides managerial oversight of community infrastructure ensuring both safety and attractiveness as a unique, older Los Angeles community. Executes overall plan of the City Council to maximize economic development while interfacing with, and attracting new (and retaining existing) businesses and commerce. Oversees six divisions: Administration, Engineering, Neighborhood Improvement, Planning, Building & Safety, and Economic Development. Notable Achievements: • Initiated a "Business Friendly Action Plan", to change the Community Development Department's approach to conducting business. With the tagline "Simple. Smooth. Solved," the plan is currently being implemented to change the way the department does business, by advancing business friendly procedures, identifying measurable customer service targets, and streamlining the development process. Nominated for the 2103 LAEDC EDDY Award. • Shifted departmental operations to a Project/Case Manager model to streamline staff oversight and responsibility resulting in a faster, more efficient and successful project execution. • Revised and improved the City's Five Year Implementation Plan for the Redevelopment Project area, bringing practices and policies up-to-date to better facilitate timely project implementation. The plan is still used for guidance in previous redevelopment project area. • Key player in the city's team for the Alameda Corridor East project, a multi - agency project with a $500 million budget that will physically lower Union Pacific railroad tracks throughout the City. Economic Development Manager • Jan 2008 to April 2010 Oversaw all economic development activities including marketing, business assistance, developer assistance, and previous redevelopment program. Established strong, collaborative relationships with businesses, developers and the Chamber of Commerce. Created city marketing collateral to promote and sustain localized business development in the presence of a severe nationwide economic downturn. City otSanta clarlta Lilley ........ ..... page 17 Notable Achievements: • Spearheaded the redesign of the City's website and brand, inclusive of the community, launched April 2012. • Led a citywide Wayfinding Signage Program that had been stalled for almost six years. • Initiated the San Gabriel Boulevard Streetscape Master Plan, a $5 million dollar project that commenced restoration of the most neglected corridor in the City in August 2011. • Branded the City's most vibrant boulevard (Valley Boulevard) as the "Golden Mile." London Borough of Haringey, London England • 2004 to 2007 Regeneration and Conservation Project Manager Recruited to manage an $8 million dollar regeneration project located in a dilapidated commercial town center by restoring the historic commercial buildings and original shopfronts, and working with the owners and tenants to economically enhance a low-income ethnically diverse community. Project won a prestigious British Regeneration & Renewal Award in 2008. Notable Achievements: • Helped to secure and manage project funds from seven different sources including the Heritage Lottery Fund, English Heritage, the Neighbourhood Renewal Fund, and private owners. • Established a maintenance and implementation plan for all refurbished buildings; wrote a training plan on conservation and the construction trades, and developed a marketing strategy for the project. London Study Centre, London England • 2003 to 2004 Program Coordinator Provided daily oversight of the Study Abroad Program including: formulating policies, scheduling events, recruiting and training staff, maintaining financial records and conducting internal office project management. Assumed duties of Director as needed. City of West Hollywood, West Hollywood, CA • 1990 to 2002 Senior Planner Shepherded some of the most controversial projects proposed in the City of West Hollywood. Notable Achievements: Managed numerous policy and development projects including: • Project planner on the 'Palmview' Project; 40 units of low income housing for people with AIDS; oversaw the dismantling and relocating two historic Craftsman bungalows (1922), working closely with architects and a social housing organization. • Co -coordinated, reviewed, and negotiated the approval of the single largest development project since the 1960s along the Sunset Strip (over 350,000square feet of high-end retail and office uses). City of Santa Carlta Lilley ............. page 18 • Coordinated the establishment of the City of West Hollywood's Preservation Ordinance and Preservation Plan. EARLIER CAREER • Los Angeles, Advance Planner, City of Manhattan Beach • 1988 - 1990 • Los Angeles, Urban Planner, Gruen Associates, Architects and Planners • 1985 -1988 • Los Angeles, Planner, Pearson & Wuesthoff Architects, 1984 - 1985 EDUCATION M.A. in English Literature with Honors California State University, Los Angeles, Los Angeles, CA Bachelor of Urban Planning and Design, Dean's List University of Cincinnati, Cincinnati, Ohio City of Santa Clarita 1,illey .•....,.... page 19 SHANNON KIMBALL, AICP Senior Planner Experience Lilley Planning Group January 2014 to present Planning, organized and managed community engagement events. Provide facilitation, communications, media relations and governmental relations for engagement efforts. Support the work of the team by providing research, analysis, report preparation and recommendations related to the specific topics including development, strategic planning, code changes, general plan updates, zoning ordinance amendments. Provide entitlement processing and advanced planning work for public agency clients. PlaceWorks (formerly The Planning Center DC&E) Senior Associate October 2008 -January 2014 Managed award-winning long-range comprehensive plans, including: general plan updates, zoning code updates, specific plans, corridor plans, downtown revitalization plans, transit -oriented development projects, housing element updates, a climate action plan, airport land use plan, regional plan and multi -jurisdictional plan. Prepared proposals, attended interviews, facilitated stakeholder meetings, led community workshops and supervised staff. Offering outstanding presentation skills in writing and public reports. Senior Planner, PBSU (now Atkins) April 2005 -October 2008 Managed long-range comprehensive planning projects, including general plan updates, a redevelopment study, overlay zone and hospital specific plan; provided support in the writing and community outreach effort for multiple other plans and environmental impact reports, prepared proposal, attended interview and coordinated multiple community outreach efforts. Associate Planner, City of Hawthorne January 2004 -December 2005 Managed administrative and discretionary development applications performed daily plan checks and design/environmental reviews; responded to zoning and land use inquiries, processed business licenses, trained and supervised junior -level staff. Assistant Planner, City of Redondo Beach March 2003 -December 2004 Reviewed and process administrative and discretionary development applications; performed daily plan checks, responded tozoning and land use inquiries and drafted residential development standards. City of Santa clarlta Lilley ............. page 20 Planning Intern, City of Culver City January 2002 -March 2003 Provided GIS support to planning projects, prepared zoning code amdnments, assisted in the preparation of the Ballona Creek Bicycle Master Plan. Education University of Southern California: Master's in Urban Planning/Design — 2001-2003 Brigham Young University: Bachelor's in Humanities/Spanish — 1994-2000 City of Santa Clarita j,IjjPy •...... page 21 CECILIA GALLARDO Senior Planner Lilley Planning Group October 2013 - present Planning organized and managed community engagement events. Provide facilitation, communications for engagement efforts. Support the work of the team by providing research, analysis, report preparation and recommendations related to the specific topics including development, strategic planning, code changes, general plan updates, zoning ordinance amendments. City of San Diego: City Attorney's Office July 2013 to October 2013 Provide land use and environmental expertise to Attorney's Office on land use litigation. City of San Diego: Deputy Director, Advanced Planning and Engineering Development Services Department September 2012 to June 2013 Planned, assigned, monitored, coordinated and directed community planning, discretionary entitlements and engineering functions, including regulating land use, substantial technical review of permit applications and formulation of plans to mitigate environmental impacts of proposed development. Managed department's Environmental Analysis Section responsible for implementation of the California Environmental Quality Act, and the Multiple Species Conservation Program for the protection of environmentally sensitive habitat areas. Directed, organized and integrated planning programs including Transportation, Historic, Environmental Long Term Permit Monitoring and Community Planning. Implementation of planning and zoning regulations and laws, California Coastal Act administration and processing of Coastal Development Permits under City regulations. Preparation of Local Coastal Programs through the community plan update. Represented the department in interactions with the public and decision -makers. Supervised a large staff with the assistance of subordinate supervisors. City of San Diego: Assistant Deputy Director, Entitlements, Development Services Department (DSD) January 2008 to August 2012 Managed zoning and administrative permit review, public policy development, California Environmental Quality Act (CEQA) implementation and Coastal Act administration. Under policy direction, planned, assigned and monitored, coordinated, evaluated and managed the activities of staff engaged in a variety of permit and environmental review functions, including zoning and landscape review, CEQA compliance and Local Coastal Program Implementation. Directed and monitored environmental review of discretionary projects. Trained staff on Environmentally Sensitive Lands regulations, grading, urban design and community plan and Local Coastal Program review. Motivated subordinates to accomplish organizational goals. Provided leadership in accomplishing basic functions and objectives of planning programs. Established effective working relationships with employees, managers and leaders in the public and private sector and inspired confidence based on knowledge City of Santa Clarlta Lilley ........ .I... page 22 of physical development planning policy, effective decision-making and successful work programs. Provided presentations to City Council, Council Committees, Planning Commissions, Advisory Committees and Community Planning Groups on land use policy issues, development projects and CEQA. Coordinate between divisions within DSD, other City departments and outside agencies on land use and environmental matters. City of San Diego: Program Manager Planning Division, City Planning & Community Program Manager, Planning Division, January 2006 to January 2008 Management of Northern Communities section, including six Senior Planners and one Associate Planner. Management of new Community Plan Update and Special Projects Section, including two Community Development Specialist IV's, two Senior Planners and one Associate Planner. Supervised and reviewed work of assigned staff, including review and oversight of reports, land use and Local Coastal Programs Amendments, correspondence and studies and long-range planning review of development projects. Development and implementation of Planning Division core functions related to project review and community plan updates including creation of detailed work program, timelines and cost estimates. Administration of consultant contracts and agreements including developing and negotiating scope of work for planning economic and environmental review services. Coordination between divisions within CPCI and other departments on a variety of land use policy issues. Provided information to the public, community leaders and elected officials on land use and a variety of community based issues. Member of the General Plan Update Team advising on the Land Use and Economic Prosperity Elements and the preparation of the Urban Design Element. Represented CPCI at Planning Commission and City Council hearings, on land use policy issues and land development projects. City of San Diego: Senior Planner Community Planning, Planning Department May 2001 to December 2005 Application of land use policies to development projects, including review of development plans for consistency with the General Plan, Community Plans and Local Coastal Programs. Review of Coastal Development Permits for implementation of Local Coastal Programs. Review of public and privately initiated community plan amendments and preparation of amendments to the General Plan, Community Plans, and Local Coastal Programs. Supervision of Assistant and Associate Planners including review and oversight of reports, land use amendments, correspondence and studies. Provide support to community planning groups including information on land use matters and a variety of community-based issues. Preparation of planning grant proposals. Support to General Plan update on the Economic Prosperity element and Urban Design Element. City of Austin: Senior Planner Neighborhood Planning/Development Review and Inspection Department February 1999 to April 2001 Implementation of City's Smart Growth Initiative through the development and implementation of Neighborhood Plans that addressed land use circulation, parks and open space, public facilities and urban design. Preparation of neighborhood plans for City of Santa clarlta Lilley ....•........ page 23 interdepartmental, financial and legal review and zone changes. Organized Neighborhood Planning Groups, and conducted workshops and trainings. Maintained internal cooperation with City departments and external cooperation with community groups and businesses to implement adopted neighborhood plans. Zoning and subdivision review for compliance with the Land Development Code requirements including report preparation and presentation of applications to Planning Commission and City Council for review and approval. City of Rancho Cucamonga: Associate Planner November 1997 to January 1999 Project review and coordination of the land development and design review process for development applications. Management of all activities related to assigned projects, including review of zoning applications, site plans, master plans and subdivision proposals for compliance with the Development Code requirements, Planning Commission policies, CEQA and all applicable policies, ordinances and standards. Conducted field inspections to ensure compliance with conditions of discretionary permits. Assisted developers, the business community and the public on planning and development matters; provided advice on acceptable site plans; reviewed building plans, parcel and tract maps ensuring compliance with regulations and ordinances. Conducted CEQA review and prepared environmental documents. City of Rosemead: Assistant Planner March1997 to November 1997 Development project review and processing, including rezones, variances and conditional use permits. CEQA review and environmental document preparation. Provided staff support to the Planning Commission, Traffic Commission and City Council. City of Sierra Madre: Planning Aide July1995 to November 1997 Assisted in the preparation of the City's General Plan including preparation of the Community Services Resource Management and Transportation Elements. Conducted field research and organized community meetings for chapters on Land Use, Housing and Historic Preservation. Reviewed development proposals and applications including zoning and variance requests for building plans ensuring compliance with applicable codes and policies. Project Administrator of City's Community Development Block Grant "Home Improvement Program" for housing rehabilitation. Education Bachelor of Arts in Political Science, University of California Los Angele Master of Arts in Urban Planning, University of California Los Angeles Membership Association of Environmental Professionals American Planning Association City of Santa Carlta l , i j l ey ............. page 24 WAYNE CARVALHO Associate Planner Experience Carvalho 8 Associates President March 2006 to July 2013 • Land Use/Planning Consultant coordinating development projects for private clients including submittal and monitoring of entitlement applications through governmental agencies • Represent clients at meetings and hearings • Provide clients with land use feasibility studies consisting of conceptual site plan options and zoning conformance matrices • Assist clients with Building Permit and Certificate of Occupancy process • Provide contract planning services to cities City of Huntington Beach, Planning Division Associate Planner February 1998 to March 2006 • Processed Planning entitlement applications including General Plan Amendments, Zone Changes, Environmental Impact Reports, Environmental Assessments (Mitigated Negative Declarations), Specific Plans, Master Plans, Tentative Parcel and Tract Maps, Final Maps, Conditional Use Permits, Variances, etc. • Review and analyze development projects pursuant to City's General Plan and Zoning Code • Formulated recommendations with input from other departments • Represented staff and presented reports to City Council, Planning Commission, Zoning Administrator and other boards and commissions • Supervised Planning/Zoning Counter staff and coordinated plan check review • Staff liaison to the City's Design Review Board City of Huntington Beach, Planning Division Assistant Planner April 1991 to February 1998 • Processed Advance Planning applications to Planning Commission and City Council. • Planning Department plan checker • Staff liaison to the City's Environmental Assessment Committee • Processed City -sponsored applications to LAFCO and California Coastal Commission City of Huntington Beach, Code Enforcement Division Code Enforcement Officer February 1990 to April 1991 • Conducted proactive inspections and those resulting from citizen inquiries • Gained compliance with property owners and business owners in violation of City's Zoning, Municipal and Housing Codes • Distributed Notices of Violation in field or to property owners via letters • Processed requests for prosecution with City Attorney's Office City of Santa Carlta Lilley ....•........ page 25 Education California State University, Long Beach Master of Public Administration, 1998 School of Public Policy and Administration University of California, Irvine Bachelor of Arts, 1989 Environmental Health and Planning School of Social Ecology City of Santa clarlta Lilley ...."..,.,.• page 26 Task 1.1 Kick Off Meeting: 12 hours Task 1.2 Project Site Visit: 16 hours Task 1.3 Analyze impacts on governing documents: 20 hours Task 1.4 Project Management Meeting(s): 20 hours Task 1.5 Analyze Roadway Options: 8 hours Task 1.6 Stakeholder Information Meeting: 30 hours Task 1.7 Recommendation Report: 34 hours Task 1.8 Subcommittee Meeting: 16 hours Task 1.9 Planning Commission Hearing(s): 30 hours Task 1.10 City Council Hearing: 27 hours Section 9. Program Monitoring N/A Section 10. City Resources We expect our team will have access to the shared files (both electronic and paper), web -based applications, programs and files, maps, and other documents necessary to make a recommendation on the optimal roadway option. We will also need access to rooms for meetings, list of stakeholders, mailing for notices for public hearings, posting notices for public hearings and reproduction of staff reports. Section 11. Subcontractors The Lilley Planning Group incorporated in September 2007. We have been in business under this business name since that time. The total time in business under this name is 8 years. We currently have more than 25 employees and have relationships with another 20 sub -consultants who provide specialty services to the firm including Civil Engineering, Building Inspections, Housing Rehabilitation and CDBG Administration as well as historic preservation and design professionals. We use sub -consultants to augment the services of our professional team, when we have a special skill set required or a short-term or temporary assignment to fill. Our professional team including sub -consultants represent our firm and work to the expectations of our company at all times to provide the client with the level of service required. However, the Lilley Planning Group intends to enter into a direct consulting agreement with the City of Santa Clarita. We do not intend to require the need to bring on outside consultants or subconsultants to provide these services. Typically when our firm brings on a subconsultant it is to fill a gap in expertise, Housing, Economic Development, Historic Preservation or other specialty. In this case, all of the work requested by the City we have staff in house that possesses the skills and abilities to provide for the City. City of Santa clarlta Lilley ...."....,.• page 28 Section 12. Contractor Capability and References The Principals and staff of the Lilley Planning Group have successfully served public agencies and have maintained a solid reputation for providing outstanding service for all the clients we serve. The following are three representative clients of the firm where similar work was performed and completed. The City of Yorba Linda has been actively Vision Plan for pursuing a Vision Plan for Savi Ranch. The Vision Plan is anticipated to set a course EM SAVI RANCH for the future of the area related to land Ensuring success for the next 30 years and beyond. use and mobility to ensure success and vitality of the area for the next 30 years. Savi Ranch provides services to more than 1.5 million residents, offers approximately 3,000 jobs, and generates 60% of the City's sales tax revenue. The area has never had the benefit of a long-range vision and in some ways suffers from a lack of community support and identity. The City invited the Lilley Planning Group to work collaboratively with property owners, business operators, investors, stakeholders, technical and professional practitioners and the community -at -large to engage in a dialogue to identify opportunities for mobility improvements and land use changes for the future of Savi Ranch. The main goal of this effort has been to ensure the process is collaborative and inclusive and reaches a wide audience of Yorba Linda's stakeholders and especially engage those residents immediately adjacent to Savi Ranch. The Lilley Planning team managed, implemented and successfully provided an outreach effort that met these goals. The community outreach effort employed several outreach strategies to ensure a high level of participation including: • An information effort inclusive of traditional and technology based methods to inform the public about the project and engagement opportunities; • Attendance at community events allowing informal and accessible conversations with the public; • Surveys and input forums to allow effective communication; and • One-on-one meetings, focus groups, design workshops and direct meetings with business and property owners and with the public at large to gather input on existing conditions, raise awareness about the upcoming effort, and encourage participation and understand community perspective for the Vision of Savi Ranch. The project is anticipated to be adopted by the Council in late November. The tangible benefit of our approach was the education of the public on the topics, a transparent process, refining the scope and approach to reflect concerns and issues within the community and productive and effective meetings discussing sensitive and controversial land use concepts. Location: City of Yorba Linda, CA Date: July 2013 - November 2014 Client: City of Yorba Linda - Community Development Department Steve Harris, Director of Community Development (714) 961.7131 /sharris@yorba-linda.org City of Santa Clarita page 29 In April 2014 the City of Anaheim set out to conduct a community engagement effort to better understand the HEI community's perspective related to the challenges, OAopportunities, barriers and MME30 assets associated with IMPROWTHEBOULEVARD.00M Beach Boulevard and Set the Cauree for Beech Boulevard throughout the West Anaheim community. The City enlisted the services of the Lilley Planning Group, to provide a comprehensive effort to engage the West Anaheim community and gather input on existing conditions. The main goal of this effort was to ensure the process was inclusive and reached a wide audience of Anaheim's residents in the West Anaheim neighborhood. The effort was focused on ensuring participation reflecting the diverse population of the West Anaheim community. In order to accomplish this the community outreach effort employed several outreach strategies to ensure a high level of participation. These strategies included: • An information effort including traditional and technology based methods to inform the public about the project and events; • Attendance at community events allowing informal and accessible conversations with the public related to Improving West Anaheim; • Surveys and input forums to allow communication on West Anaheim; • A project kick-off event to gather input on existing conditions, raise awareness about the upcoming effort, and encourage participation and identify community leaders for the on-going dialogue related to the West Anaheim Specific Plan; • Hosting neighborhood workshops where residents typical gather to ensure the broadest audience was engaged; and • Enhancing the effort through the use of the Crowdbrite Interactive engagement platform. The project was completed on time and within budget and was incredibly successful. The results of the engagement effort has been a thorough understanding of the existing conditions, a clear discussion on the vision and direction the public would like to see the area go in, and an open dialogue on difficult and challenging topics inclusive of multi- lingual (Spanish, Korean, Chinese) members of the community that has set a course for a productive process moving forward. Location: City of Anaheim, CA Date: March 2014 - July 2014 Client: City of Anaheim - Planning Department Sheri Vander Dussen, Planning Director 714.765.5011/ svanderdussen@anaheim.net City of Santa Clarita page 30 The College Connector Study investigates the feasibility of a dedicated pubic transit line between * Fullerton's Downtown and the East Fullerton area. The study is intended to support a vision of a quality F U L L E R T O N public transit connection between the heart of the College Connector Study City and the area surrounding California State Connecting edwafion wK me hrarr ofFuilermn. University Fullerton; and to do so in a manner that encourages private investment, accommodates growth, maximizes sustainable operations and enhances the City's quality of life. The College Connector Study primarily focuses on a 1/4 -mile distance around Chapman and Commonwealth Avenues, which are the two main arterials connecting Downtown and East Fullerton. The study also includes property a 1/4 -mile area north and west of CSUF. A 1/4 -mile has been used because it is considered a convenient "walk -able" distance for an average person. The actually alignment of the transit route will be evaluated as part of the study, and will take into consideration numerous factors. The study will consider the types of transit that is most appropriate for the community and Fullerton's growth, with current considerations including light rail, street car/trolley and bus rapid transit. The Lilley Planning Group provides the public outreach component of this effort. Working in tandem with the design, economic and transit professionals, we have designed community engagement effort to lead the Steering Committee, Technical Advisory Committee and the community at large through a series of discussions to determine the desire for, feasibility of, optional routes and preferred technology. Our team designed the theme for the effort including branding, logo, promotional/information pieces to educate the public about the study and encourage participation. Our staff developed on-line and in-person opportunities to solicit the public's opinion on the subject matter and provide valuable feedback to the technical team. Finally our facilitation staff led the community and stakeholders through a series of educational and engaging workshops both in-person and on-line using videos, surveys, voting techniques, interactive designing and other tools to share information and provide input for this study. Location: City of Fullerton, CA Date: November 2012 through November 2013 Client: City of Fullerton - Transportation Jay Eastman, AICP (714) 738-6549/JayE@ci.fullerton.ca.us City of Santa Clarita page 31 COMMUNITY. COMMERCE. PLACE The Downtown Core and Corridor Specific Plan (DCCSP) is a community-based planning process for an area that encompasses n01 approximately 1100 acres and spans the on commercial core and neighborhoods in and MAIaround the adjacent corridors across the City. The Specific Plan will guide the transformation DOWNTOWN CORE & CORRIDORS of the area into thriving and sustainable SPECIFIC PLAN districts and neighborhoods that meet the diverse needs of residents, businesses, employees and visitors. It will be vision -driven and implementation -focused as it establishes policies, regulations, and design standards to guide current and future land development in the area. Jennifer Lilley, the lead facilitator for this effort is working to interact with City Staff, prepare all communications to the Community Advisory Committee, as well as advise staff of the best approaches and methods for gathering information and interacting with the public. As part of this effort the Lilley Planning team designed the branding and promotional materials to allow the community to recognize and identify this effort uniquely from the various other planning and community processes that are on going. Our team hosted a project kick-off event, a series of 'road show" dialogues to engage the public and better understand existing conditions, opportunities and challenges facing the various neighborhoods throughout the study area. By utilizing on-line resources and social media we conducted photo journaling and virtual neighborhood tours to allow participants to share their personal experiences with their segment of the community and provide insight and feedback on their values, likes, dislikes and hopes for the future. In order to ensure that all segments of the community are included in the dialogue we have conducted focus group discussions representing seniors, youth, Latinos, Koreans. Business owners, property owners, developers, commuters, educators, investors and advocate groups. This direct engagement has allowed us to broaden our outreach and test the input we are receiving both on-line and in person with the diversity represented in the community. Location: Fullerton, CA Date: February 2013-Septebmer 2014 Client: City of Fullerton - Community Development Heather Allen, AICP, Planning Manager (714) 738-6884 /heathera@ci.fullerton.ca.us City of Santa Clarita page 32 YDrbaLindaConneets.Com The Lilley Planning Group and the Yorba Linda June 5, 2012 * Special Election Connects project have been recognized at Ballot Measures H & I both the local and State level for outstanding achievement in public education and * *Let the Conversation Begin information. The purpose of this education effort was to provide information and educate the public about the upcoming ballot measures that related to land use and zoning issues. The City had been in the process of updating its Housing Element since 2008. Because the City of Yorba Linda is required to take any significant change in zoning to a vote of the public the changes necessary to complete the Housing Element update required an approval of 2/3 of the voters in Yorba Linda. The City had previously held a vote on the rezoning of specific sites in the City to comply with the Housing Element and the voters did not pass the Measure. More work was completed on the Housing Element and the City received conditional certification of the Housing Element through November 2012 contingent upon voter approval. The City engaged the services of Jennifer Lilley and the Lilley Planning Group to assist in a public information and education effort between March 2012 and May 2012. This effort was to inform the public about the Housing Element, why it is needed, what it does, what it does not do and how the rezoning process actually works. Also, the effort would be to inform the public about the upcoming ballot measure vote. The message had to be objective and fact based. No propaganda, persuasive or leading information could be used. This could not be a sales pitch or an effort to influence voters. Because the effort related to a Ballot Measure, voter influence was of grave concern. The team focused on reaching a large audience, worked to address concerns with factual information and ensure that the full community was aware of the upcoming vote, what the Measures were about and allowed the public to have enough information to make an informed decision. Despite all of the political and legal pressures and concerns our team focused on what we do best, deliver a professional, proven, responsible process. As with every effort we are not committed to a preconceived outcome. Our team worked to ensure the information reached as much of the community as possible, educated participants on a complex issue of great controversy in a simple and easy to understand way, reduce anxiety and provide accurate information. Because of the limited amount of time we worked to leverage social media to share information. YouTube videos, Facebook events, twitter feeds and an on-line forum were all engaged to reach people on-line while we met with individuals at Senior lunches, farmer's markets, community events, homeowner association meetings and other community gathering to broaden the outreach. The Ballot Measures were passed by a significant margin. Location: Yorba Linda, CA Date: February 2012 -June 2012) Client: City of Yorba Linda -Community Development Department Steve Harris, AICP, Director (714) /sharris@yorba-linda.org City of Santa Clarita page 33 References: The following includes a few additional clients we provide engagement and facilitation services for. We have maintained a solid reputation for providing outstanding service with all the clients we have served. We are proud of the relationships we have built. We will provide additional references upon request. Service Information W Reference Information Facilitation Services and Project Management City of Rancho Cucamonga Mr. Fabian Villenias Principal Management Analyst 909-477-2700 x 2006 10500 Civic Center Drive Rancho Cucamonga, CA 92730 fabian.villenas@cityofrc.us Strategic Planning, Facilitation Services, Policy City of Yorba Linda Document Preparation and Project Mr. Steve Harris Management Community Development Director 714.961.7131 4845 Casa Loma Yorba Linda, CA 92886 sharris@yorba-linda.orq Facilitation Services, Strategic Planning, City of San Gabriel Community Engagement, Mediation, On -Call Mr. Steven Preston, FAICP Services, Policy Document Preparation, and City Manager Project Management. 626.308.2806 425 Mission Avenue San Gabriel, CA 91776 Spreston@sgch.org Facilitation/Strategic Planning, Policy Review, San Diego Airport Authority Meeting Preparation, and Report Writing Ms. Sjohnna Knack Program Manager 619.400.2639 2700 Truxtin San Diego, CA 92106 sknock@san.org Strategic Planning, Special Study, Grant City of Bellflower Writing, Committee Management, Facilitation Mr. Brian Lee and Public Outreach Effort Community Development Director 562.804.1424 16600 Civic Center Drive Bellflower, CA 90706 blee@bellflower.org City of Santa Clarita Lilley . • •.•...... page 34 Service Information Reference Information Facilitation/Public Outreach, Policy Review, City of Yorba Linda Recommendations, Data Gathering and Mr. Steve Harris Analysis, Meeting Preparation, Presentations to Director of Community Development Council 714.961.7131 4845 Casa Loma Yorba Linda, CA 92886 Sharris@yorba-lindo.org Facilitation/Public Outreach, Data Gathering City of Fullerton and Analysis, Meeting Preparation, Mr. Al Zelinka Presentations to Council Former - Director of Community Development 951-826-5371 azelinka@riversideca.gov Facilitation/Public Outreach, Policy Review, City of Citrus Heights Recommendations, Data Gathering and Ms. Mary Poole Analysis, Meeting Preparation, Presentations to Senior Management Analyst Council 916.727.4730 6237 Fountain Square Drive Citrus Heights, CA 95621 MPoole@citrusheights.net City of Santa Clarita Lilley • •••.......• page 35 1 I AO, IMPROVETHEBOULEVARD Set the Course for Beach Boulevard and the Surrounding West Anaheim Community Lilley PLANNING GROUP Moodd I City of Santa Clarita I, I I 1 k -- ... ... - page 36 I AO, IMPROVETHEBOULEVARD Set the Course for Beach Boulevard and the Surrounding West Anaheim Community Lilley PLANNING GROUP Moodd I City of Santa Clarita I, I I 1 k -- ... ... - page 36 ! IMPROVE :_BOULEVARD Beach Boulevard Specific Plan Outreach Summary est Anaheim has historically been known for affordable, themed motels and restaurants, as well as roadside attractions aimed at traveling families. Over time the Freeway System caused traffic to be diverted away from State highways like Beach Boulevard and businesses once catering to vacationers faltered or closed. This dense concentration of motels in close proximity to well-maintained, established residential neighborhoods has been a source of friction for some time. The City has made significant investment in the area over the years including construction of the West Anaheim Youth Center, expanding the Haskett Library and infrastructure improvements. The City has also been working to address the issues and concerns of the residents as well as work with the business and property owners to address the negative elements present and find ways to encourage reinvestment and improvement along the corridor. However, more improvements and dialogue is needed to ensure this area is positively positioned for investment and improved quality of life. In February 2014 the City of Anaheim City Council approved the submittal of a $500,000 grant application to the California Strategic Growth Council (SGC) that would facilitate the preparation of a Specific Plan for West Anaheim with a focus on Beach Boulevard. A Specific Plan is a planning tool providing area -specific development policies, standards and incentives. It guides the types of land uses permitted, identifies public improvements needed and sets a strategy for beautification and enhancing quality of life. In April 2014 the City of Anaheim initiated a community engagement effort to better understand the community's perspective related to the challenges, opportunities, barriers and assets associated with Beach Boulevard and the West Anaheim community. The City enlisted the services of Lilley Planning Group, a local consulting firm specializing in public outreach to provide a comprehensive effort to engage the West Anaheim community and gather input on existing conditions. The following summary report outlines the process and approach to inform and engage the public in this important conversation as well as the valuable feedback the community provided conveying their concerns and issues as well as their hopes and vision. Lilley PLANNING GROUP Page City of Santa Clarita I , °^ page 37 M IMPROVE BOULEVARD ae'� Beach Boulevard Specific Plan Outreach Summary The main goal of this effort has been to ensure the process is inclusive and reaches a wide audience of Anaheim's residents in the West Anaheim neighborhood. The effort was focused on ensuring participation reflected the diverse population of the West Anaheim community. In order to accomplish this the community outreach effort employed several outreach strategies to ensure a high level of participation. These strategies included: • An information effort including traditional and technology based methods to inform the public about the project and events; • Attendance at community events allowing informal and accessible conversations with the public related to Improving West Anaheim; • Surveys and input forums to allow communication on West Anaheim; • Project kick-off event to gather input on existing conditions, raise awareness about the upcoming effort, and encourage participation and identify community leaders for the on-going dialogue related to the West Anaheim Specific Plan; and • Enhancing interactive engagement through Crowdbrite. The specific steps taken to achieve these strategies included the following: Information Effort: In May 2014 City of Anaheim Planning Staff and the Lilley Planning team launched an information effort to raise awareness and encourage participation in a discussion related to the West Anaheim area specifically related to Beach Boulevard. A logo, tagline and website were developed and collateral material distributed throughout the community. Flyers and posters were displayed in locations in and around West Anaheim. A banner was hung at the Haskett Library, Community Center and in neighborhood parks. Notices/invitations to encourage participation at the community kick-off event were sent to community leaders, business owners, clubs, organizations, as well as faith -based and non-profit groups throughout West Anaheim. The effort also utilized print media to promote participation. Advertising and informational articles were published in the Anaheim Bulletin and on the City's website. Press releases were also issued. These pieces announced the Specific Plan, invited participation from the community to attend the workshops and educated the public on how to be involved in the process. Finally a web -based platform was created to engage the public on-line. The Improvetheboulevard. com website created a hub of information for the project. The site contained an introduction to the process, announcements for upcoming events and interactive questions and surveys to engage the public and allow them to provide input. The site also allowed participants to review input received to date and ask questions and provide comments. This site was directly linked to the City's website to allow the community to find this information easily. Project business cards, coloring pages, surveys, flyers and handouts included the improvetheboulevard.com website directing participants to go on line and get involved. Page Lilley PLANNING GROUP City of Santa Clarita 1,il1P.y ..•....•..... page 38 IMPROVETHI BOULEVARD Beach Boulevard Specific Plan Outreach Summary Community Events: To gain valuable feedback from local residents and increase awareness of this effort as well as encourage broader participation, the Lilley Planning community outreach team and City Planning staff; including Susan Kim, Jonathan Borrego and Gustavo Gonzalez participated in several community events to meet with residents, share information about the outreach effort and gather input on how to "improve the boulevard". This effort began in May and continued through August. The following events were included in this effort: • West Anaheim BBQ - May 10 • West District Neighborhood Council Meeting - May 27 • Various regularly scheduled neighborhood meetings - May through August At each event the team provided promotional material for the Forum website, toys and treats to encourage participants to join in, a coloring page for the youth to share their thoughts and a survey asking specific questions related to West Anaheim. Materials were created in English and Spanish and bilingual staff were available to talk directly with visitors when needed. Large scale maps were available to facilitate interactive mapping and feedback discussions. Visitors were encouraged to identify where they lived, worked, shopped, or enjoyed entertainment and recreation in West Anaheim. They were also encouraged to identify and call out problem areas and concerns. Lilley PLANNING GROUP Page3 City of Santa Clarita °-"".. `°°°' page 39 IMPROVETHEBOULEVARO H't the b' eev.H ao'b„n'd Beach Boulevard Specific Plan Outreach Summary The following represents common responses to the following questions: 1. What brought you to West Anaheim? • Desirable place to live • Wanted to live in Anaheim • Family has been here for generations • Great neighborhoods near entertainment • History, charm, and great parks YOUR AVERAGE PARTICIPANT IS... 2. What are the best things about West Anaheim? Female�� Years 0Pd • Local library • Parks • Historic feel . . Living in these PVgSaI 3. What are the problems in West Anaheim? U Cades: • Traffic 9204, 92801, 92805 • Lack of lighting/safety • Crime/drugs/prostitution • Negative element related to hotels AA 4. What would be one improvement you would most like to see? • More family-oriented retail • More police presence • Eliminate prostitution, criminal activity and loitering • Reuse, improve and reinvest in the businesses and hotels on Beach Boulevard Improvetheboulevard.com: The Improve the Boulevard site provided an opportunity for the public to stay involved in the process, provide feedback and ask questions. The site offered the community a forum to allow 24 hour, convenient, accessible engagement. Information on the Forum has been viewed more than 1,979 times by 368 different individuals. Participants were not required to provide additional demographic information. However, of those willing to provide information the following is known: Woman represented 57% of the participants to the site and the average age of the participants is 47 years. Participation on the site peaked leading up to the community event held on June 28 indicating that promotion, information and education outreach was successful reaching community members. J Page Lilley PLANNING GROUP City of Santa Clarita I SII I('F °..^^'°`°°°.. page 40 Nus �ltmom IMPIRDVIET I[BDIJLEVARD Beach Boulevard Specific Plan Outreach Summary Project Kick Off Event (June 28 and August 7): An interactive and dynamic community workshop was held at the Haskett Library on Saturday, June 28 between 1:00 and 3:00 p.m. During this open house -style meeting, residents, property owners, and business operators were invited to explore stations focused on West Anaheim, with an emphasis on Beach Boulevard and surrounding residential neighborhoods. After providing input and comments at each stations, participants were asked to complete a survey and provide responses to eight questions meant to capture the challenges and community vision for West Anaheim. More than 120 participants joined the conversation at this event. At the request of local apartment residents, a second workshop was held at the Biltmore Apartments located at 2900 W. Lincoln Avenue on August 7, between 7:00 p.m. and 9:00 p.m. Over 40 residents attended the event. Similar to the June 28 event, this workshop offered residents the opportunity to provide input and comments at stations focused on West Anaheim. Materials were provided in English and Spanish and bilingual staff was present to accommodate the mostly Spanish-speaking crowd. Specific outcomes, participant information and a summary report of the survey are provided in the next section of this summary report. The following is a recap of the process and format of both open house events. Lilley PLANNING GROUP Page City of Santa Clarita_•= page 41 M IMPROVETHEBOULEVARO Beach Boulevard Specific Plan Outreach Summary Mlif mEn Work, 9Y ® IMNFGVEIVIr90WEJPAeIT]M I Calendula or n e a I General Plan: West Anaheim will be an uniquely I identifiable, quality, balanced, attractive and safe community to live, work and visit. per Ca Nnansxe„y nNmC dBNen.l Principles v 11. Preserve and revitalize single-family IPA kA) I neighborhoods I W 12. Enhance economic viability Ih� 13. Promote property maintenance and high Boulevard c quality redevelopment. I; Study macaela o 11 4. Provide recreation, and safe and connected 1= "a -----O Area _ I bicycle and pedestrian opportunities. h j Cenpn1ef 15. Improve local image through streetscape & w uoaln Awe I I m I branding pee A ' �m-I I A TareWna A" MaX SCh00I O pi Academy Ave Are we r r CI f ry!- 1VIIIW{51 AHArIIIFI _oV q I Sit 251 dl q Ac,d Pn,N �eI qr drone A"e W4umc Ar I I --Ball Fd I G 'Hc IZ Starr 51 Ip I " Ao [ommunity I �� Study area cem+los awe slot L I Momoc n�I I I Ila AveI CtoW(�.. Ills r1NTON ------------------------ll Page Lilley PLANNING GROUP City of Santa Clarita l , i i i e % °..^^'•...... page 42 IMPROVETI ICBCULEVAR❑ Beach Boulevard Specific Plan Outreach Summary Station #1 — OVERVIEW and CONTEXT At this interactive station, participants were asked to identify where they live, work or visit in West Anaheim. Then they were asked to review the principles from the 2004 General Plan and respond to the following: • What has changed? • What is missing from the previous list? Stickie notes were used to capture thoughts and ideas. Facilitators worked to ensure all input was captured. Technology-based process allowed this information to be captured in an interactive electronic format that will be hosted online to allow others, not able to attend this one day event to view comments, respond, provide input and be a part of this process. Lilley PLANNING GROUP page? Mi City of Santa clarity : i °"' °"""` °°°°' page 43 'lilt M IMPROVErHEBOULEVAR❑ Beach Boulevard Specific Plan Outreach Summary aye®rm m7jihm- --i"i 11h It -6ttMyarce _._ Wart Y'W"dlet ea.n we u1eveae mdl wpa as wo.[a�aatw.a\a "nee.e: 1 it SafetY&a[aa3 zl ld,, y en,nu,4V dnrm1h,7 I,1 ECOAmwwtallfpi I <t TrnVetaeiA nptYnc3 151 other? IiCu2lea sunayssuRrendaa pan I Imela,n I It Se{ueNatl y A[[ess I I 3t IEenM1tlatl Y[dntt@tlatl 0[f[[efll 131 BrlfalYlademnomitd i 41 las opdmres detrampmlx 1 151otmeY I I I Lilley PLANNING GROUP Page 8 City of Santa Clarita i , i i i e % °".N,.. °°°., page 44 IMPRQVE I IILBOULEVARO Beach Boulevard Specific Plan Outreach Summary Station #2 - Improve Beach Boulevard Next, participants were given a virtual tour of the Boulevard. This video provided a short overview of the existing conditions and allowed participants to interact with each other and the facilitators to share their impressions and reactions. Next participants were asked to provide input on how Beach Boulevard could be improved? Participants were asked to give specific suggestions related to the following: • Safety and Access • Identity and Community Character • Economic Vitality • Transportation Options • Other Color -coded sticky notes were used to record specific responses and capture comments for each category. Attendees were also asked to provide examples of places that inspire them related to their vision of Beach Boulevard. Lilley PLANNING GROUP I City of Santa Clarita ^"` `°°°° page 45 r m M IMPAOVETI IEBOU LEVAR 0 Beach Boulevard Specific Plan Outreach Summary s • ... w.0 .w YF rw� ddlaae+.epN+ro�r�.. r ; � LIdeas leImprweWeslAnaheimCommunr[v L Iii Ic vwb"d a - i eli / r rii .. .. a,..lIi dG de biileL lcxkw •• >. _��/ � . 1 lMry"Yrx eitxNLx�direAG de Y�rwrdmiddd •�"` .� pip i LM"W W Di e.r1ex16n Moog d Otra deu low Page 10 L i 11 ey PLANNING GROUP City of Santa Clarita I I I I C .....,.� 000.. page 46 Gionc!lcw.slklf�l�r^"^ c ,Y d �'-i�m+'/lrtmenl nwjYM �. hfprlw bnrdlne\rAip\ ! lmprevl cemmudty dur�YrFdlr� -!j'{r111en[! rlcrlp�Pl 1ppOrpp�\!! 6. 9lMr+dlle • ... w.0 .w YF rw� ddlaae+.epN+ro�r�.. r ; � LIdeas leImprweWeslAnaheimCommunr[v L Iii Ic vwb"d a - i eli / r rii .. .. a,..lIi dG de biileL lcxkw •• >. _��/ � . 1 lMry"Yrx eitxNLx�direAG de Y�rwrdmiddd •�"` .� pip i LM"W W Di e.r1ex16n Moog d Otra deu low Page 10 L i 11 ey PLANNING GROUP City of Santa Clarita I I I I C .....,.� 000.. page 46 JUREI r IMPROVET ICBOULEVARO Beach Boulevard Specific Plan Outreach Summary Station #3 - Improve West Anaheim At this station participants were asked to focus on the West Anaheim Neighborhood Community members were asked to give specific suggestions related to the following: • Safety and Access • Identity and Community Character • Economic Vitality • Transportation Options • Other As part of this exercise, attendees were encouraged to identify challenges, opportunities and obstacles that exist today. The icon stickers were also used to identify future options for the topics listed above. Lilley PLANNING GROUP page 11 1 MIA City of Santa Clarita Lilley • • •.•...... page 47 What Have We Heard? How Would You Characterize Your Neighborhood? I M P ROV E T I IF -BOULEVARD Beach Boulevard Specific Plan Outreach Summary Open Nouse Station Exposicion PuhHCa Estacion What are the best things about West Anaheim (physically, special features, places that you love, meeting places, the look and feel, etc.)? ccnvenient location Frienclita Schools Wonde.fui Mango Street Park Large yards' ..,.,,,„_.. . achOOLS Lincoln Improvements Disneykenrl regOr[Par•a Nice roau�t'q�.-oma CL 45e to Stores shatletl bus stops fee iinm atr seta Como caracterizaria su vecindario? Clue as to major del Oeste de Anaheim (fisicamente, lugares especiales, donde juntarse, la apariencia, Los Bienes Los Desafkos etc.)? verineaambieses • Mai outgoing neighbor Needs updating • Quiet neighborhood Dec lning • DWm Dirdva rtaged and ignored • safe Too may apartments and sondes • Pride of esvnerahtp Drugs, Plops, and proatihrtn • Family oriented Noisy • Working dass Improving homes • Dangerous • Gnat restaurants • No parldri • Miami cemnanity • Tragic Que hemos escuchado? Otientado a la familia What are the best things about West Anaheim (physically, special features, places that you love, meeting places, the look and feel, etc.)? ccnvenient location Frienclita Schools Wonde.fui Mango Street Park Large yards' ..,.,,,„_.. . achOOLS Lincoln Improvements Disneykenrl regOr[Par•a Nice roau�t'q�.-oma CL 45e to Stores shatletl bus stops fee iinm atr seta Como caracterizaria su vecindario? Clue as to major del Oeste de Anaheim (fisicamente, lugares especiales, donde juntarse, la apariencia, Los Bienes Los Desafkos etc.)? H• Page 12 i ey PLANNING GROUP City of Santa clarlta Lilley .....,......I page 48 verineaambieses • Ne"ita pna rforma • vedrdarios Ira nqu las • Decllnant£ • Slvana • Igeorados • seguro IOemasladoaparcamenms y condom l rias • Oigallode sir propletarlo • Oregi pro}tituciun • Otientado a la familia • Ruldasu . is rnejera de vlWeratas Peligrow • Restaurantes buenos Faltadeestacimttmlento • Unacomuridadvibrante . Trai H• Page 12 i ey PLANNING GROUP City of Santa clarlta Lilley .....,......I page 48 XUREIRMOP" 1MPRDVETI 1E000LE YARD Sas eh' C-;' Beach Boulevard Specific Plan Outreach Summary Station #4 — Tell Us More Guests were asked to complete a survey. The surveys were provided on-line and by hard copy. This allowed participants to provide their feedback using the format they were most comfortable with. The survey had been posted on line for the entire outreach and engagement process. The final report includes the input received from all community events, mailed in surveys, surveys completed on line and those completed in person. Survey questions were as follows: 1. What are the best things about West Anaheim (places that you love, meeting places, the look and feel, etc.)? 2. Where do you like to gather with friends and family? 3. Do you feel safe and comfortable walking in your neighborhood? 4. What might encourage you to ride the bus? 5. What might encourage you to ride your bike? b. What areas of West Anaheim do you avoid and why? 7. What is the one improvement you would most like to see in West Anaheim? 8. What other improvements would you recommend? Lilley PLANNING GROUP Page 13 City of Santa Clarita ^'^° `°°°° page 49 IN 040IM, WPM IMPROVETI IEBOII LEVAR D Beach Boulevard Specific Plan Outreach Summary Community Input Summary In an effort to better understand what changes the community would like to see in West Anaheim and more specifically along Beach Boulevard, the City of Anaheim prepared the following survey. Community members were asked to complete the survey and give their input to improve the boulevard. The following provides a summary of the input received. M How do you describe your 120 association with West Anaheim? ❑ Business owner 100 ❑ Resident 80 ❑ Property Owner 60 ❑ Other 40 (check all that apply) 20 0 RESIDENT BUSINESS OWNER • Page 14 1 f 1 c OWNER PLANNING GROUP City of Santa Clarita I,IIIPy •.....• page 50 IMPROVE I I I160LILEVARD Beach Boulevard Specific Plan Outreach Summary 1. What are the best things about West Anaheim? (physically, special features, places that you love, meeting places, the look and feel, etc.) Positives Physically Big backyards Large sized residential lots for homes Gardens Great landscaping Streets are well maintained Special Features Library Youth Center School Family-oriented Activities for all ages Variety unlike south county This area is a convenient location to all Southern California venues Tourism It is a quiet city Police are responsive and do a good job Places You Love/ Meeting Places Restaurants Parks Schwitzer Park Coffee houses Cafes Bistros Microbrewery Wine tastings Jazz clubs Packing house Downtown area Large parks The churches The schools The Look and Feel The people that live by me Caring neighbors Myhome The homes are unique, big and charming Great sense of community Negative Impressions Not much Security for children Security is an issue We don't love West Anaheim anymore Nothing at all Honestly my kids go to Cypress, I shop in Cypress, and eat, play in other places. Lilley PLANNING GROUP Page 15 City of Santa Clarita I'll, page 51 we7ulf mamps IMPROVETHEBOULEVARD Beach Boulevard Specific Plan Outreach Summary 2. Where do you like to gather with friends and family? "The Community" Adventure City/Hobby City Anaheim Plaza Beach and Lincoln Biltmore Apartments Breweries Cerritos Church Coffee places Community Center Disneyland Don Jose's restaurant Downtown Disney Downtown Fullerton East-West shopping center Fountain Valley, By mile square park Hasket Library Home Huntington Beach Irvine Keno's Lake Forest Maxwell Park Mobile home club house Movies Newport Beach Old Towne Orange Orange Park Packing House Parks Paul's Place Playground Reid Park Restaurants Second Street in Bel Mont Shores for shopping Senior Center South Coast Plaza Sports fields The Block in Orange Theater and Bella Terra Mall Wine tasting places Yorba Linda Youth Center Page 16 Lilley PLANNING GROUP City of Santa Clarita I , I l l e % °L'°.r.. °°°.° page 52 X"H IN IMPROVETI IC BOULEVARD Beach Boulevard Specific Plan Outreach Summary 2a. What makes the above places special? Ambiance Atmosphere Beautiful design Better then what West Anaheim has to offer Character Clean Convenient location Cypress College Friendly Good food It's big Less parking problems Many activities for seniors Meets my needs My home and community New and lively Lilley Nice restaurants Nothing Options Relaxed Safe Shopping The energy The people The vibe They are within walking distance Unique Venue changes Very colorful Well lit areas Well maintained PLANNING GROUP Page 17 City of Santa Clarita ^"` `°°°° page 53 tlAffflk []Pl"' IMPROVETH EBaul..eVAR ❑ Beach Boulevard Specific Plan Outreach Summary 2b. Describe Characteristics of Your Neighborhood Positives Friendly, outgoing neighbors Okay Quiet neighborhood Fair Diverse Good choice Safe Nice neighborhoods Pride of ownership Proud Peaceful Family-oriented Historic homes, lovingly restored Working class improving homes Changing Great restaurants Very good Vibrant community Well kept W long time residents Good shops Negatives MWMae e 4 updating Really bad on Beach Blvd Disadvantaged and ignored Neglected Declining Desperate Too many apartments and condos Dirty Drugs, pi mps, and prostitutes So-so Noisy Homeless people Dangerous Low income No parking Busy Risky drivers Decaying infrastructure Traffic Really bad on Ball Rd. Over built Aging Needs he lip Page 18 Lilley 7 PLANNING GROUP City of Santa Clarita l iffl N °° °° page 54 M IMPROVErHE®OULEVARO Beach Boulevard Specific Plan Outreach Summary NUMBER OF RESPONSES 3. Do you feel safe and comfortable No ............................................. 72 walking in neighborhood? Yes............................................44 9 your 9 Sometimes................................10 Only during the day .................. 20 Why or why not? 60 50 40 30 20 10 0 NO YES SOMETIMES ONLYDURING THE DAY Lilley PLANNING GROUP City of Santa Clarita ° °"'° °°°°° page 55 wo is M11130 IMPROVETHEBOULEVARD Beach Boulevard Specific Plan Outreach Summary 4. Would you use a bus if it were convenient? NUMBER OF RESPONSES 50 No ............................... 68 40 Yes.............................. Maybe........................... 35 2 30 20 10 0 NO YES MAYBE 4a. What might encourage you to ride the bus? A much better clientele A shopping shuttle bus Already ride the bus Availability Being able to find a seat most busses very crowded Better access Clean Better routes Better service Cheaper bus passes Cleaning up Beach Blvd. Convenient service and closer bus stops Frequency/ More frequent stops Friendlier High gas prices Lower bus fare More attention to homeless riding the bus More buses More connectivity to major transit centers More knowledge of routes and times More safety Only on necessity Reduce crime Safe environment Traffic congestion Stopping at desirable destinations like children's water park Page 20 Lilley PLANNING GROUP City of Santa Clarita I , I :.. ....r.. °°°°° page 56 tUR 141 M IMPROVETHEBOULEVAR❑ Beach Boulevard Specific Plan Outreach Summary 5. Do you ride your bike in West Anaheim? 60 so ao No ..... 71 30 Yes .... 29 20 t0 0 No YES s City of Santa Clarita 5a. What might encourage you to ride your bike? Place to ride 1W Already do Beach is way too dangerous Better bike lanes Better health Better sidewalks Bike awareness Bike trails on rail easement Close destinations Dedicated bike lanes Health reasons Less crime Less street people Nothing I do not ride bikes If I didn't need to drive If my car is inoperable More bicycle safety Somewhere to ride Traffic congestion Wouldn't ride it Page 2'i IMPROVETHEBOULEVARD Beach Boulevard Specific Plan Outreach Summary b. What areas of West Anaheim do you avoid? "Motel City"* 7-11, CVS lots, rite -aid after dark Almost all my nearby areas Ball Rd. * Beach Blvd* Behind our apartments Brookhurst Cerritos Crime areas Dale Euclid Katella and Harbor Knott Known gang areas La Palma Laxore Street Lincoln* Magnolia Motels and Bars Night club - EI Calor Orange* Orange and Beach Blvd Pacific Place Parks* Poorly lit streets Strip Malls* The park Wal Mart * = several responses ba. What makes you want to avoid those places? Crime Dangerous Drugs Gangs bag Illegal activities No entertainment Street people Traffic Lu E o 4 iW W 1t .7=v a" "1, D. Page 22 L i 11 ey PLANNING GROUP City of Santa Clarita I , i i i e % FLAN^'^` °°°°' page 58 �i F IMPROVE BOULEVARD Beach Boulevard Specific Plan Outreach Summary 7. What is the one improvement you would most like to see in West Anaheim? A mall to shop and take family A new look for motels on Beach A new Trader Joe's. How about in the vacant "Fresh & Easy" at Euclid & Broadway? High end restaurants Better shopping Highway 39 as a destination shopping, eating and entertainment area Complete the West Gate Development and do something with the big empty sand lot (17 acres) Apartment complexes removed - Lincoln - Beach Blvd - Beach motels gone* More Police Safer Clean Get rid of the street people Code enforcement Modernization Underground utility lines Performing Arts Center for entertainment Cultural Center/Community Center Lilley Senior Center Youth Activity Center Bike and walking trails Alternative methods of transportation A traffic study involving all cities along Beach Blvd. To get the traffic moving better Better streets Wider streets/Street improvements Open green space/ Better landscaping Crosswalk at Lincoln and Bel Air Street Medical clinics Police surveillance More churches Pedestrian lighting 99 cent store Smart N Final Parks Turn signal light added at Schweitzer Elementary Water park Active sports park Supermarkets Activities for adults and children PLANNING GROUP Page 23 ja City of Santa Clarita ..".111 1.11° page 59 k ---y IMPROVE BOULEVARD Beach Boulevard Specific Plan Outreach Summary 8. What other improvements would you recommend? Better restaurants Family -friendly gathering places Finish all the development Higher end shopping Senior Center Center for homeless people More bike lanes Improved lighting Landscaping Safer Sidewalks Re -paving the streets Remove graffiti Clean up old houses Close all motels Remove all motels* Less traffic More Police No more street people Slower traffic Address prostitution on Beach Blvd Address gang issues Stop light at Lincoln and Bel Air Security Traffic congestion Street lighting Women walking on Beach Blvd do not feel safe, motorists honk and leer at them, need more security Remove graffiti Need more community watch streets Page 24 Lilley PLANNING GROUP City of Santa Clarita "'^"` `°°°° page 60 IMPROVE _BOULEVARD Beach Boulevard Specific Plan Outreach Summary additional input received through the "Improvetheboulevard" site and during unity meetings and survey comments include the following: A. Help us better understand the challenges and/or opportunities of West Anaheim: • More parking for apartments and condos • More visible police • Lincoln/Beach corner • Improve Ball Rd • Declining neighborhoods • Eliminate street people • Safer • Increase presence of government in West Anaheim • Leave mobile home park alone • More community meetings • More police • More grocery stores • Clean up the area • Rezone certain areas • Neighborhood Watch Program • West Anaheim is declining each day • The problem is crime • There are 3 or more generations living in homes • Please eliminate the motels* • Community Centers for seniors • Continue to encourage friendly neighbors • Bike lanes B. What brought you to West Anaheim? A bigger home • A good sense of community • A place to live • Affordable housing • Beautiful residential neighborhoods • Childhood home • Clean, pride of ownership and their community • Family • Family lived in the area • Good area to raise children • Inherited home • Home values • Large lot size Lilley PLANNING GROUP Marriage New homes being built • Love the area and the amenities • Entertainment • Good code enforcement • Good schools • Heard Orange County is better than Los Angeles county • It was a growing area of then lightly developed county • mortgage certificate credit • Shops • A teaching contract • Business Page 25 Vol" City of Santa Clarita °°`° page 61 .�11Ai ]fi II � 0 [MPROVETI !LBOULEVARD Beach Boulevard Specific Plan Outreach Summary C. Are there any places in West Anaheim where sidewalks are needed? Academy and surrounding streets • Along Eastside of Gilbert between Broadway and Orange • Along the south side of Crescent along the drainage basin between Brookhurst and Lincoln • Area between N Gilbert to Sequoia Av and Valdina to W La Palma BI. • Ball between Beach and Western • Ball Rd between Magnolia • Ball Rd near Dale • Difficult for people with wheelchairs: More sidewalk ramps • Everywhere • Many sidewalks need to be improved because of uplifting by large trees in strip between street and sidewalk • Midwood Manor • None • On Ball road, west of Halliday before Western. People are always being forced to walk in the street • Orange Avenue between Euclid and Nutwood • Terinamar • Unincorporated neighborhood streets • We can't keep up with the current sidewalks Page 26 L i 11 ey PLANNING GROUP City of Santa Clarita I , I I i ('� °'•"•` `°°°° page 62 M, IMPROVETHEBOULEVARO Beach Boulevard Specific Plan Outreach Summary E. Do any of the following create a negative impact in West Anaheim? Check all that apply. traffic lighting building design noise retail selection landscaping 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Lilley PLANNING GROUP Page 27 MM City of Santa Clarita 1,111Py'L •�....... page 63 Section 13, Alternative Proposals N/A Section 14. Conflicts of Interest Our firm and staff do not have any possible conflicts of interests with other clients affected by actions performed by the firm on behalf of the City. Lilley Planning Group has solely been contracted with city agencies only to avoid any potential conflicts of interest. Please note that we have not had any work cancelled, failed to complete or refused to complete for any reason. All of our contracts that have ended have been completed and have ended due to the finalization of the need of services. We have never had a contract terminated for negative reasons. We pride ourselves in completing all contracts on time and on or under budget. We are especially proud of the reputation that we have built and that is evidenced by the fact that our clients extend our contracts, hire us back for repeat services and refer us to other agencies. Section 15. Additional Information The Lilley Planning Group's core business is providing planning review services and discretionary case review for city clients throughout Southern California. This is our firm's expertise and our staff's focus. We have provided contract planning services for cities for more than 20 years. Our planning staff has previous experience working as employees in public agencies allowing them the benefit of understanding the unique needs and conditions of the planning department. We have expertise in reviewing applications, processing entitlements, preparing staff reports and presenting information to decision-making bodies. The added benefit of using the Lilley Planning Group: • Our firm only bills for the time our staff spends doing the work of the City. We do not bill you for invoice preparation, supervision or training of our team, our administrative functions or our internal management. • We do not charge our clients for commuting, clerical service, resolving issues or meeting to discuss assignments with our Contract Manager. • Our invoices will provide for you a review of the case history, summary of the total amount of time and money incurred and the remaining funds available on account to keep applicants and city staff apprised of the situation. The Lilley Planning Group is an expert in providing the proposed services to public agencies. Our firm possesses the following strengths: City of Sarna clarlta Lilley •.• ......... page 64 • We specialize in providing case processing and planning review services to public agencies and has the staff and systems capable to meet and exceed this request by ensuring the following: • Meet all deadlines and standards of quality for the client; • Integrate seamlessly into department operations; • Effectively contain consulting costs and provide support to provide billing support for the City's cost recovery system; • Establish excellent customer relations on behalf of the City with citizens and applicants; • We do not provide services to the private sector and do not have conflicts of interest; • All of our staff have extensive public agency planning experience; • We have staff with experience specific to the City of Lake Forest; and • The Lilley Planning Group has a full team of professionals to provide additional staff services when needed to meet the changes that the City may face. City of Santa clarity •...... page 65 PART II: Cost Proposal (Submitted Separately as Required) City of Santa Clarita I j i Hey • ........... page 66 Lilley PLANNING GROUP January 22, 2015 City of Santa Clarita Purchasing 23920 Valencia Blvd., Suite 120 Santa Clarita, CA 91355-2196 Subject: Proposal Fees/Budget for Land Use Consultant To Whom it May Concern: Thank you for the opportunity to submit our response to the City of Santa Clarita's request for a Land Use Consultant. The following information provides for you our proposed fees for this work effort. 1. We have proposed a team of professionals to assist with this task and ensure efficiency and work level appropriate to the tasks. Should the City determine that a different level of service is required other than that submitted the following is our Labor List and Hourly Rate applied to this work effort: Project Manager: $120.00 Senior Planner: $100.00 Associate Planner: $70.00 2. We do not have supplies or equipment necessary for this work effort. 3. We are not proposing subconsultants for this effort so no fees or schedule has been provided. 4. All travel time and costs have been included in this proposal. No additional travel or accommodation will be necessary provided the proposed scope of work. 5. We have built in a 10% contingency for any miscellaneous costs. It is important to note that this is a not -to -exceed bid. Should tasks or time be found unnecessary we will not bill for that work. The only work the City will pay for is the work authorized, scoped and completed. We have included two optional tasks in our proposal that we believe will be helpful in completing this task. These tasks are outside of the City's requested scope and so they have not been included in the proposed fee program. With Appreciation Jennifer A. Lilley, AICP President Lilley Planning Group Ms. Jennifer Lilley is the President and authorized to bind the firm for this work program. The proposal attached is a firm offer for a 60 -day period. The proposed work will be performed at the not to exceed price inclusive of all meetings and tasks outlined. Consultant: Lilley Planning Group LINE ITEM BUDGET Title of Project: City of Santa Clarita Master's College Master Plan Task 1.1 Task 1.2 Task 1.3 Task 1.4 Task 1.5 Task 1.6 Task1.7 Task 1.8 Grand Total Project Site Analyze Project Recommendation Sub- Planning City Council All Tasks, Cost Kick Off Visit Governing Mgmt Report/ Analyze Committee Commission presentation Maximum Document Meetings Roadway Options Meeting Meeting Except Optional) Categories Hourly Hours Hours Hours Hours Hours Hours Hours Hours Hours Amount Rate Personnel Hours Jennifer Davis, Project Manager $ 120.00 6 8 6 20 14 8 12 12 86 $10,320 Shannon Kimball, Senior Planner $ 100.00 6 8 0 0 12 8 0 0 34 $3,400 Cecilia Gallardo, Senior Planner $ 100.00 0 0 6 0 16 0 0 0 22 $2,200 Wayne Carvallo, Associate Planner $ 70.00 0 0 8 0 10 0 18 1 51 $3,570 Subtotal 12 16 20 20 52 16 30 27 193 $19,490 Contingency 10% for unforseen needs $3.600 Subtotal $3,600 GRAND TOTAL not to exceed 12 16 20 20 52 16 30 27 193 $23,090 PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF SANTA CLARITA AND LILLEY PLANNING GROUP Contract No. This AGREEMENT is entered into this _ day of 20_, by and between the CITY OF SANTA CLARITA, a municipal corporation and general law city ("CITY") and Lilley Planning Group, a professional planning firm ("CONSULTANT"). 1. CONSIDERATION. A. As partial consideration, CONSULTANT agrees to perform the work listed in the SCOPE OF SERVICES, below; and B. As additional consideration, CONSULTANT and CITY agree to abide by the terms and conditions contained in this Agreement; and C. As additional consideration, CITY agrees to pay CONSULTANT a sum not to exceed thirty thousand dollars ($30,000) for CONSULTANT's services. CITY may modify this amount as set forth below. Unless otherwise specified by written amendment to this Agreement, CITY will pay this sum as specified in the attached Exhibit "A," which is incorporated by reference. 2. SCOPE OF SERVICES. A. CONSULTANT will perform services listed in the attached Exhibit "B," which is incorporated by reference. B. CONSULTANT will, in a professional manner, furnish all of the labor, technical, administrative, professional and other personnel, all supplies and materials, equipment, printing, vehicles, transportation, office space and facilities, and all tests, testing and analyses, calculation, and all other means whatsoever, except as herein otherwise expressly specified to be furnished by CITY, necessary or proper to perform and complete the work and provide the professional services required of CONSULTANT by this Agreement. 3. PERFORMANCE STANDARDS. While performing this Agreement, CONSULTANT will use the appropriate generally accepted professional standards of practice existing at the time of performance utilized by persons engaged in providing similar services. CITY will continuously monitor CONSULTANT's services. CITY will notify CONSULTANT of any deficiencies and CONSULTANT will have fifteen (15) days after such notification to cure any shortcomings to CITY's satisfaction. Costs associated with curing the deficiencies will be borne by CONSULTANT. 4. PAYMENTS. For CITY to pay CONSULTANT as specified by this Agreement, CONSULTANT must submit a detailed invoice to CITY which lists the hours worked and Revised 12011 Page 1 of 10 hourly rates for each personnel category and reimbursable costs (all as set forth in Exhibit "A") the tasks performed, the percentage of the task completed during the billing period, the cumulative percentage completed for each task, the total cost of that work during the preceding billing month and a cumulative cash flow curve showing projected and actual expenditures versus time to date. 5. NON -APPROPRIATION OF FUNDS. Payments due and payable to CONSULTANT for current services are within the current budget and within an available, unexhausted and unencumbered appropriation of the CITY. In the event the CITY has not appropriated sufficient funds for payment of CONSULTANT services beyond the current fiscal year, this Agreement will cover only those costs incurred up to the conclusion of the current fiscal year. 6. ADDITIONAL WORK. A. If CONSULTANT believes Additional Work is needed to complete the Scope of Work, CONSULTANT will provide the CITY with written notification that contains a specific description of the proposed Additional Work, reasons for such Additional Work, and a detailed proposal regarding cost. 7. FAMILIARITY WITH WORK. A. By executing this Agreement, CONSULTANT agrees that it has: i. Carefully investigated and considered the scope of services to be performed; and ii. Carefully considered how the services should be performed; and iii. Understands the facilities, difficulties, and restrictions attending performance of the services under this Agreement. B. If services involve work upon any site, CONSULTANT agrees that CONSULTANT has or will investigate the site and is or will be fully acquainted with the conditions there existing, before commencing the services hereunder. Should CONSULTANT discover any latent or unknown conditions that may materially affect the performance of the services, CONSULTANT will immediately inform CITY of such fact and will not proceed except at CONSULTANT's own risk until written instructions are received from CITY. 8. TERM. The term of this Agreement will be from May 13, 2015, to May 13, 2017. Unless otherwise determined by written amendment between the parties, this Agreement will terminate in the following instances: A. Completion of the work specified in Exhibit `B." B. Termination as stated in Section 15, Revised 1/2011 Page 2 of 10 9. TIME FOR PERFORMANCE. A. CONSULTANT will not perform any work under this Agreement until: i. CONSULTANT furnishes proof of insurance as required under Section 22 of this Agreement; and ii. CITY gives CONSULTANT a written notice to proceed. B. Should CONSULTANT begin work on any phase in advance of receiving written authorization to proceed, any such professional services are at CONSULTANT's own risk. 10. TIME EXTENSIONS. Should CONSULTANT be delayed by causes beyond CONSULTANT's control, CITY may grant a time extension for the completion of the contracted services. If delay occurs, CONSULTANT must notify the CITY within forty-eight hours (48 hours), in writing, of the cause and the extent of the delay and how such delay interferes with the Agreement's schedule. The CITY will extend the completion time, when appropriate, for the completion of the contracted services. 11. CHANGES. CITY may order changes in the services within the general scope of this Agreement, consisting of additions, deletions, or other revisions, and the contract sum and the contract time will be adjusted accordingly. All such changes must be authorized in writing, executed by CONSULTANT and CITY. The cost or credit to CITY resulting from changes in the services will be determined in accordance with written agreement between the parties. 12. TAXPAYER IDENTIFICATION NUMBER. CONSULTANT will provide CITY with a Taxpayer Identification Number. 13. PERMITS AND LICENSES. CONSULTANT, at its sole expense, will obtain and maintain during the term of this Agreement, all necessary permits, licenses, and certificates that may be required in connection with the performance of services under this Agreement. 14. WAIVER. CITY's review or acceptance of, or payment for, work product prepared by CONSULTANT under this Agreement will not be construed to operate as a waiver of any rights CITY may have under this Agreement or of any cause of action arising from CONSULTANT's performance. A waiver by CITY of any breach of any term, covenant, or condition contained in this Agreement will not be deemed to be a waiver of any subsequent breach of the same or any other term, covenant, or condition contained in this Agreement, whether of the same or different character. 15. TERMINATION. A. CITY may terminate this Agreement at any time with or without cause. B. CONSULTANT may terminate this Agreement at any time with CITY's mutual consent. Notice will be in writing at least thirty (30) days before the effective termination date. Revised 1/2011 Page 3 of 10 C. Upon receiving a termination notice, CONSULTANT will immediately cease performance under this Agreement unless otherwise provided in the termination notice. Except as otherwise provided in the termination notice, any additional work performed by CONSULTANT after receiving a termination notice will be performed at CONSULTANT'S own cost; CITY will not be obligated to compensate CONSULTANT for such work. D. Should termination occur, all finished or unfinished documents, data, studies, surveys, drawings, maps, reports and other materials prepared by CONSULTANT will, at CITY's option, become CITY's property, and CONSULTANT will receive just and equitable compensation for any work satisfactorily completed up to the effective date of notice of termination, not to exceed the total costs under Section I(C). E. Should the Agreement be terminated pursuant to this Section, CITY may procure on its own terms services similar to those terminated. otherwise F. By executing this document, CONSULTANT waives any and all claims for damages that might otherwise arise from CITY's termination under this Section. 16. OWNERSHIP OF DOCUMENTS. All documents, data, studies, drawings, maps, models, photographs and reports prepared by CONSULTANT under this Agreement are CITY's property. CONSULTANT may retain copies of said documents and materials as desired, but will deliver all original materials to CITY upon CITY's written notice. CITY agrees that use of CONSULTANT's completed work product, for purposes other than identified in this Agreement, or use of incomplete work product, is at CITY's own risk. 17. PUBLICATION OF DOCUMENTS. Except as necessary for performance of service under this Agreement, no copies, sketches, or graphs of materials, including graphic art work, prepared pursuant to this Agreement, will be released by CONSULTANT to any other person or public CITY without CITY's prior written approval. All press releases, including graphic display information to be published in newspapers or magazines, will be approved and distributed solely by CITY, unless otherwise provided by written agreement between the parties. 18. INDEMNIFICATION. CONSULTANT agrees to indemnify and hold CITY harmless from and against any claim, action, damages, costs (including, without limitation, attorney's fees), injuries, or liability, arising out of the performance of this agreement by CONSULTANT. Should CITY be named in any suit, or should any claim be brought against it by suit or otherwise, arising out of performance by CONSULTANT of services rendered pursuant to this Agreement, CONSULTANT will defend CITY (at CITY's request and with counsel satisfactory to CITY) and will indemnify CITY for any judgment rendered against it or any sums paid out in settlement or costs incurred in defense otherwise. 19. ASSIGNABILITY. This Agreement is for CONSULTANT's professional services. CONSULTANT's attempts to assign the benefits or burdens of this Agreement without CITY's written approval are prohibited and will be null and void. 20. INDEPENDENT CONTRACTOR. CITY and CONSULTANT agree that CONSULTANT will act as an independent contractor and will have control of all work and the Revised 112011 Page 4 of 10 manner in which is it performed. CONSULTANT will be free to contract for similar service to be performed for other employers while under contract with CITY. CONSULTANT is not an agent or employee of CITY and is not entitled to participate in any pension plan, insurance, bonus or similar benefits CITY provides for its employees. Any provision in this Agreement that may appear to give CITY the right to direct CONSULTANT as to the details of doing the work or to exercise a measure of control over the work means that CONSULTANT will follow the direction of the CITY as to end results of the work only. 21. AUDIT OF RECORDS. CONSULTANT will maintain full and accurate records with respect to all services and matters covered under this Agreement. CITY will have free access at all reasonable times to such records, and the right to examine and audit the same and to make transcript therefrom, and to inspect all program data, documents, proceedings and activities. CONSULTANT will retain such financial and program service records for at least three (3) years after termination or final payment under this Agreement. 22. INSURANCE. A. Before commencing performance under this Agreement, and at all other times this Agreement is effective, CONSULTANT will procure and maintain the following types of insurance with coverage limits complying, at a minimum, with the limits set forth below: Tyne of Insurance Limits Commercial general liability: $15000,000 Professional Liability $19000,000 Business automobile liability $150005000 Workers compensation Statutory requirement B. Commercial general liability insurance will meet or exceed the requirements of ISO -CGL Form No. CG 00 01 11 85 or 88. The amount of insurance set forth above will be a combined single limit per occurrence for bodily injury, personal injury, and property damage for the policy coverage. Liability policies will be endorsed to name CITY, its officials, and employees as "additional insureds" under said insurance coverage and to state that such insurance will be deemed "primary" such that any other insurance that may be carried by CITY will be excess thereto. Such endorsement must be reflected on ISO Form No. CG 20 10 11 85 or 88, or equivalent. Such insurance will be on an "occurrence," not a "claims made," basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to CITY. C. Professional liability coverage will be on an "occurrence basis" if such coverage is available, or on a "claims made" basis if not available. When coverage is provided on a "claims made basis," CONSULTANT will continue to renew the insurance for a period of three (3) years after this Agreement expires or is terminated. Such insurance will have the same coverage and limits as the policy Revised 1/2011 Page 5 of 10 that was in effect during the term of this Agreement, and will cover CONSULTANT for all claims made by CITY arising out of any errors or omissions of CONSULTANT, or its officers, employees or agents during the time this Agreement was in effect. D. Automobile coverage will be written on ISO Business Auto Coverage Form CA 00 0106 92, including symbol 1 (Any Auto). E. CONSULTANT will furnish to CITY duly authenticated Certificates of Insurance evidencing maintenance of the insurance required under this Agreement and such other evidence of insurance or copies of policies as may be reasonably required by CITY from time to time. Insurance must be placed with insurers with a current A.M. Best Company Rating equivalent to at least a Rating of "A:VII." F. Should CONSULTANT, for any reason, fail to obtain and maintain the insurance required by this Agreement, City may obtain coverage at CONSULTANT'S expense and deduct the cost of such insurance from payments due to CONSULTANT under this Agreement or terminate. In the alternative, should CONSULTANT fail to meet any of the insurance requirements under this agreement. City may cancel the Agreement immediately withno penalty. G. Should CONSULTANT'S insurance required by this Aereement be cancelled at any point prior to expiration of the policy, CONSULTANT must notify City within 24 hours of receipt of notice of cancellation. Furthermore. CONSULTANT must obtain replacement coverage that meets all contractual requirements within 10 days of the prior insurer's issuance of notice of cancellation. CONSULTANT must ensure that there is no lapse in coverage. 23. USE OF SUBCONTRACTORS. CONSULTANT must obtain CITY's prior written approval to use any consultants while performing any portion of this Agreement. Such approval must approve of the proposed consultant and the terms of compensation. 24. INCIDENTAL TASKS. CONSULTANT will meet with CITY monthly to provide the status on the project, which will include a schedule update and a short narrative description of progress during the past month for each major task, a description of the work remaining and a description of the work to be done before the next schedule update. 25. NOTICES. All communications to either party by the other party will be deemed made when received by such party at its respective name and address as follows: If to CONSULTANT: Lilley Planning Group 564 South Brea Boulevard Brea, CA 92821 Attention: Jennifer A. Lilley, AICP If to CITY: City of Santa Clarita 23920 Valencia Boulevard., Suite 300 Santa Clarita, CA 91355 Attention: James Chow Any such written communications by mail will be conclusively deemed to have been received by the addressee upon deposit thereof in the United States mail, postage prepaid and properly Revised 1/2011 Page 6 of 10 addressed as noted above. In all other instances, notices will be deemed given at the time of actual delivery. Changes may be made in the names or addresses of persons to whom notices are to be given by giving notice in the manner prescribed in this paragraph. 26. CONFLICT OF INTEREST. CONSULTANT will comply with all conflict of interest laws and regulations including, without limitation, CITY's Conflict of Interest Code (on file in the City Clerk's Office). It is incumbent upon the CONSULTANT or CONSULTING FIRM to notify the CITY pursuant to Section 25. NOTICES of any staff changes relating to this Agreement. A. In accomplishing the scope of services of this Agreement, all officers, employees and/or agents of CONSULTANT(S), unless as indicated in Subsection B., will be performing a very limited and closely supervised function, and, therefore, unlikely to have a conflict of interest arise. No disclosures are required for any officers, employees, and/or agents of CONSULTANT, except as indicated in Subsection B. Initials of Consultant B. In accomplishing the scope of services of this Agreement, CONSULTANT(S) will be performing a specialized or general service for the CITY, and there is substantial likelihood that the CONSULTANT'S work product will be presented, either written or orally, for the purpose of influencing a governmental decision. As a result, the following CONSULTANT(S) shall be subject to the Disclosure Category "1" of the CITY's Conflict of Interest Code: 27. SOLICITATION. CONSULTANT maintains and warrants that it has not employed nor retained any company or person, other than CONSULTANT's bona fide employee, to solicit or secure this Agreement. Further, CONSULTANT warrants that it has not paid nor has it agreed to pay any company or person, other than CONSULTANT's bona fide employee, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Should CONSULTANT breach or violate this warranty, CITY may rescind this Agreement without liability. 28. THIRD PARTY BENEFICIARIES. This Agreement and every provision herein is generally for the exclusive benefit of CONSULTANT and CITY and not for the benefit of any other party. There will be no incidental or other beneficiaries of any of CONSULTANT's or CITY's obligations under this Agreement. 29. INTERPRETATION. This Agreement was drafted in, and will be construed in accordance with the laws of the State of California, and exclusive venue for any action involving this agreement will be in Los Angeles County. 30. COMPLIANCE WITH LAW. CONSULTANT agrees to comply with all federal, state, and local laws applicable to this Agreement. Revised 1/2011 Page 7 of 10 31. ENTIRE AGREEMENT. This Agreement, and its Attachments, sets forth the entire understanding of the parties. There are no other understandings, terms or other agreements expressed or implied, oral or written. There are two (2) Attachment(s) to this Agreement. This Agreement will bind and inure to the benefit of the parties to this Agreement and any subsequent successors and assigns. 32. RULES OF CONSTRUCTION. Each Party had the opportunity to independently review this Agreement with legal counsel. Accordingly, this Agreement will be construed simply, as a whole, and in accordance with its fair meaning; it will not be interpreted strictly for or against either Party. 33. SEVERABILITY. If any portion of this Agreement is declared by a court of competent jurisdiction to be invalid or unenforceable, then such portion will be deemed modified to the extent necessary in the opinion of the court to render such portion enforceable and, as so modified, such portion and the balance of this Agreement will continue in full force and effect. 34. AUTHORITY/MODIFICATION. The Parties represent and warrant that all necessary action has been taken by the Parties to authorize the undersigned to execute this Agreement and to engage in the actions described herein. This Agreement may be modified by written amendment. CITY's executive manager, or designee, may execute any such amendment on behalf of CITY. 35. ACCEPTANCE OF FACSIMILE SIGNATURES. The Parties agree that this Agreement, agreements ancillary to this Agreement, and related documents to be entered into in connection with this Agreement will be considered signed when the signature of a party is delivered by facsimile transmission. Such facsimile signature will be treated in all respects as having the same effect as an original signature. 36. CAPTIONS. The captions of the paragraphs of this Agreement are for convenience of reference only and will not affect the interpretation of this Agreement. 37. TIME IS OF ESSENCE. Time is of the essence for each and every provision of this Agreement. 38. FORCE MAJEURE. Should performance of this Agreement be prevented due to fire, flood, explosion, acts of terrorism, war, embargo, government action, civil or military authority, the natural elements, or other similar causes beyond the Parties' reasonable control, then the Agreement will immediately terminate without obligation of either party to the other. 39. STATEMENT OF EXPERIENCE. By executing this Agreement, CONSULTANT represents that it has demonstrated trustworthiness and possesses the quality, fitness and capacity to perform the Agreement in a manner satisfactory to CITY. CONSULTANT represents that its financial resources, surety and insurance experience, service experience, completion ability, personnel, current workload, experience in dealing with private consultants, and experience in dealing with public agencies all suggest that CONSULTANT is capable of performing the proposed contract and has a demonstrated capacity to deal fairly and effectively with and to satisfy a public CITY. 40. PROTECTION OF RESIDENT WORKERS. The City of Santa Clarita actively supports the Immigration and Nationality Act (INA), which includes provisions addressing employment eligibility, employment verification, and nondiscrimination. Under the INA, employers may hire Revised 1/2011 Page 9 of 10 only persons who may legally work in the United States (i.e., citizens and nationals of the U.S.) and aliens authorized to work in the U.S. The employer must verify the identity and employment eligibility of anyone to be hired, which includes completing the Employment Eligibility Verification Form (I-9). The CONSULTANT shall establish appropriate procedures and controls so no services or products under the Contract Documents will be performed or manufactured by any worker who is not legally eligible to perform such services or employment. [SIGNATURES ON NEXT PAGE] Revised 1/2011 Page 9 of 10 IN WITNESS WHEREOF, the parties hereto have executed this contract the day and year first hereinabove written. FOR CONSULTANT: IM Print Name & Title Date: FOR CITY OF SANTA CLARITA: KENNETH W. STRIPLIN, CITY MANAGER By: City Manager Date: ATTEST: By: City Clerk Date: APPROVED AS TO FORM: JOSEPH M. MONTES, CITY ATTORNEY By: City Attorney Date: Revised 1/2011 Page 10 of 10 Proposal to Provide: Land Use Consultant January 23, 2015 Prepared for: City of Santa Clarita Purchasing 23920 Valencia Boulevard, Suite 120 Santa Clarita, CA 91355-2196 Prepared by: 564 South Brea Boulevard Brea, California 92821 Phone: 714.672.9906 web site: www.lilleyplanning.com PLANNING GROUP January 22, 2015 City of Santa Clarita Purchasing 23920 Valencia Blvd., Suite 120 Santa Clarita, CA 91355-2196 Subject: Proposal for Land Use Consultant To Whom it May Concern: Thank you for the opportunity to submit our response to the City of Santa Clarita's request for a Land Use Consultant. The Lilley Planning Group has provided planning services for over 20 years to more than 40 communities throughout California. We have a dynamic team of professionals immediately available to provide the Planning Services requested by the City of Santa Clarita. All of the planners on our team began consulting after working in varying planning positions for local governments. This past experience has familiarized them with the professionalism and commitment to excellence providing planning services for a public agency demands. In particular, our firm has exceptional experience and technical background with processing projects similar to the amendment needed to the approved Master's College Master Plan area. Our accomplished staff is led by a principal with over 25 years of experience providing planning services to municipalities. This expertise and background has cultivated a wide range of knowledge in the field of planning adding value to your organization. We have professional staff available to assist the City of Santa Clarita in a timely, professional' and experienced manner. Given our expertise and background, we exceed the expectations of our clients. Our staff has expertise in discretionary case processing, code compliance, and project management. To ensure you receive the highest level of service and projects run smoothly and stay on schedule, we will provide for you proactive solutions, consistent communication, and solid coordination. The Lilley Planning Group will work with the City of Santa Clarita to assemble an experienced team of professional planners offering you the best options with respect to level of experience, qualifications, and expertise. This team of planners will also ensure the project is completed in the time provided. Lilley Planning Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Lilley Planning Group complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Our company is committed to adapting our services to your organization and complementing your existing processes to fully meet and exceed your standards. We appreciate your time in reviewing our proposal. We are confident you will find our capabilities, technical expertise, and staff is the right fit for your needs. I look forward to the opportunity to speak with you about our services and the needs you anticipate now and in the future. With Appreciation, Jennifer A. Lilley, AICP President Lilley Planning Group Ms. Jennifer Lilley is the President and authorized to bind the firm for this work program. The proposal attached is a firm offer for a 60 -day period. The proposed work will be performed at the not to exceed price inclusive of all meetings and tasks outlined. City of Santa Clarita i i l l erN "' page 2 CITY OF SANTA CLARITA REQUEST FOR PROPOSAL SCHEDULE PROPOSAL # PL -14-15-14 PROPOSALS ARE DUE BEFORE: 11:00 A.M., January 22, 2015 The City of Santa Clarita invites sealed proposals for: LAND USE CONSULTANT 1. Return original of Proposal to: City of Santa Clarita Purchasing 23920 Valencia Blvd., Suite 120 Santa Clarita, CA 91355-2196 2. Prices shall be D.D.P. Destination or for the service rendered. 3. Proposer shall honor proposal prices for sixty (60) days or for the stated contract period, whichever is longer. 4. Proposals must include this Proposal form and be signed by the contractor's authorized representative. This signature acknowledges the proposer has read and understands the requirements contained on pages 1 to 24 and Attachments AtoJ. S. The last day for questions will be 5:00 PM, January 8, 2015. 6. The contractor is responsible for the accuracy and completeness of any solicitation form not obtained directly from the City. PROPOSER TO READ I have, read, understood, and agree to the terms and conditions on all pages of this proposal. The undersigned agrees to furnish the commodity or service stipulated on this proposal as stated above. Company: Lilley Planning Group Address: 564 South Brea Boulevard Brea CA 92821 Name (Pring: Jennifer A. Lilley AICP Company Phone No.: 714-672-9906 Signature: Title of Person Signing Bid: President City of Santa Clarita ' •••• page 3 I ; ! I ( (.., PLANNING GROUP I 4 TABLE OF CONTENTS Part 1 -Technical Proposal Section 1. Introduction .... .............................................. ............................................... ..b Section2. Project Analysis............................................................................................8 Section 3. Objective, Scope, Nature of Proposed Program.......................................9 Section4. Work Program......................._...............................................................,...,10 Section5. Methodology..............................................................................................15 Section 6. Project Management (n/a)...1.11 ................................... I ... I..., ... Section 7. Assigned Personnel",, ................................................................................ 16 Section8. Schedule.....................................................................................................27 Section 9. Program Monitoring(n/a)..........................................................................28 Section 10. City Resources.........................................................................................28 Section 11. Subcontractors.........................................................................................28 Section 12. Contractor Capability and References.................................................29 Section 13. Alternative Proposals..............................................................................64 Section 14. Conflicts of Interest..................................................................................64 City of Santa Clarita i i i 1" ; "... - ... page 4 Section 15. Additional Data.......................................................................................64 Part 2 - Cost Proposal 1. Submitted separately as directed by the Request for Proposal. City of Santa Clarita i , i l 1. 1 , —., page 5 Section 1. Introduction The Lilley Planning Group is a full service, professional planning firm providing land use, environmental and on-site planning consulting to cities throughout California. Our mission is to provide outstanding, quality service to the clients and the communities we serve and ensure we add value and make a positive impression with each assignment. Our corporate office is located in the City of Brea. Our President, Jennifer Lilley, AICP, has been a professional planner for over twenty-five years and has focused the last twenty years of her career assisting cities with their planning needs overseeing and managing contract planning services. In addition to Jennifer's experience we have brought together a talented team of managers and to assist our clients and build the strength of resources and skills our firm has to offer. Our management team has worked many years for public planning agencies before their work in planning consulting. They are familiar with the needs of public agencies and are able to provide management support to our staff planners. We have assembled a team of experienced professional planners to deliver high quality contract planning to agencies. Our staff has professional planning experience in the public sector. This gives our team a unique and thorough understanding of the processes we will be implementing and the challenges faced in City planning departments. Our services include all functions of a city planning department, including discretionary case processing, public information services, code compliance/plan checking, site visits, mitigation monitoring, code enforcement, zoning code amendments, staff training, project management, policy planning and general plan updates. We also offer GIS support, graphic capabilities, design evaluation, report writing, environmental impact documentation, and public outreach programs. We have a proven track record for providing planning staff that is the best match possible to the clients that we serve. We look for professionals that have the technical competency to meet the requested services of our clients as well as the ability to fit into the organization that they will be assigned. We believe you will find that we employ highly qualified and experienced professionals whose skills meet those requested by our clients and whose qualifications and previous responsibilities are a strong match to the needs of any agency. We do this by employing the following practices: • Our clients have the opportunity to interview our staff before placing them in any assignment. • Our planners have experience working for public agencies prior to working with us. • The Lilley Planning Group knows that our reputation is our most valuable asset. To protect it we do not over commit our staff and we only commit to work that our staff has the qualifications to perform. City of Santa Clarita I - f i """"'"" °'°"' page 6 • Our staff maintains their professional development and we provide extensive training in project management, land use law, CEQA, writing and public presentations skills. • We maintain regular office hours to be accessible and available when needed. • We consistently meet departmental standards including: deadlines, quality of work products, courtesy and accessibility, accuracy of reports and information given to the public, and responsiveness by gaining a firm understanding of expectations and maintaining consistent communication with our clients. • The Lilley Planning Group is committed to providing planning services that are cost effective while maintaining productivity standards. In general, our core services include: • Reviewing and processing all aspects of current planning applications; Advising and assisting the public and other City departments with planning applications; • Assisting with issues and problems for pending projects and applications and consulting with the applicant or other parties; • Assisting with establishing and implementing General Plan goals, policies and programs; • Reviewing, analyzing, coordinating related planning activities; • Preparing written staff reports for consideration by Commissions and the City Council; • Managing all aspects of assigned projects including noticing and CEQA requirements; • Conducting research and special studies; Coordinate with all divisions and departments in the organization to provide cohesive and consistent communication and information throughout the process; • Conduct field review and analysis of projects to have the most up-to-date information on the projects and the surrounding conditions; • Prepare zoning code amendments, General Plan updates and other policy documents as necessary, including research and public workshops; • Attend and make presentations to the Planning Commission and/or City Council and respond to questions as requested; and • Provide guidance and oversight to City Planning staff as necessary. City of Santa Clarity .''I I ` - ^^^ ...... pd9e Our administrative procedures ensure staff has full access to an administrative support staff for needs as they arise. They can have assistance with report preparations, word processing and other administrative tasks as needed. These services are included as part of our service to our clients and we do not include additional fees for this work. Also, our management team is available as a review and oversight resource of our staff. Our managers can review written work, oversee products and help our staff to prepare for presentations and projects. Again, this work is the commitment to our staff and we do not bill additional services for this time. . We expect our staff will coordinate directly with city staff regarding their schedule, tasks, assignments, workload and priorities list. However, our management team will also check in on a regular basis with the staff to ensure all needs are being met and the expectations are clear. We have the ability to prepare weekly progress reports and can tailor these reports and the timing of their transmittal to the City to your specific requests. We also provide this level of communication to applicants as requested by the City. Section 2. Protect Analvsis The project as listed in the Request for Proposal from the City of Santa Clarita is an amendment to the approved Master's College Master Plan area to accommodate change in the economic climate of the region and desire to grow the student population. The City Council approved a Master Plan for the College to include a 240,000 square - foot expansion of the campus, a 0.64 -mile extension of Dockweiler Drive from Leonard Tree Lane to the western property line of the campus and to construct 42 single-family homes on January 13, 2009. According to the Master Plan, building additions of up to 10,000 square feet were allowed, prior to requiring major roadway and circulation improvements. Since the approval of the Master Plan, the College was approved for additions to the gym and dining hall facilities, fulfilling the 10,000 square foot limit. In March of 2012, the College submitted an application for modification to the approved Master Plan that would modify the construction -phasing plan and was pursuing an interim secondary access that would allow construction of a new dormitory. The proposed revision would include two potential options for the interim access to the new entrance on Dockweiler Drive. The first option contains an interim connection via a private driveway from the new College entrance onto Market Street. The second option would consist of an interim roadway from the new College entrance onto Arch Street. Based on proposing either interim roadway options, the College requests permission to construct a new 200 -bed dormitory. While neither option prevents the College from constructing Dockerweiler Drive based on the approved Master Plan and the City's General Plan, the College is still required to construct the full 0.64 -mile extension of Dockweiler Drive.from Leonard Tree Lane to the College's western property line. The Lilley Planning Group's interpretation of the potential problem areas as described in the RFP include evaluating which option would be most efficient in terms of: City of Santa Clarita i H4. j {' : I .... ...... page 8 • cost, • time of construction, • impacts on the surrounding uses, • impact on the college, . • amount of grading needed and • if the potential recommended option(s) are consistent with the City of Santa Clarita's General Plan and Unified Development Code. Section 3. Objective Scope Nature of Proposed Program The Lilley Planning Group's overall approach to the project(s) would be to provide a non -biased recommendation for the best possible interim roadway connection by having open communication with the stakeholders and being able to research and understand all the details of this project. We have interpreted the potential problem areas as described in the RFP including evaluating which option would be most efficient in terms of: cost, time of construction, impacts on the surrounding uses, impact on the college, amount of grading needed and if the potential recommended option(s) are consistent with the California Environmental Quality Act, City of Santa Clarita's General Plan and Unified Development Code. With the potential issue(s) identified, our objectives and scope of work to be performed for this project includes the following: Providing open communication amongst stakeholders. We believe in a collaborative approach to our work so that all parties involved support the outcome. Manage the project schedule in accordance with the City's adopted timeline. Our staff is trained in best practices for time management and project management techniques. We utilize tools and techniques to ensure all milestones are met and deadlines are tracked well. Attend community and staff meetings as well as public hearings and present recommend options to the Planning Commission and/or the City Council. Our planners have solid presentation skills and have provided presentations to Design Review Commissions, Traffic Commissions, Planning Commissions, Zoning Administrators, City council, Council Subcommittees, City and community groups. We have presented information, written reports and holding study sessions on policy recommendations. We are often commended for the ability our staff to translate complex issues into clear and easy to follow presentations without the use of unnecessary jargon. We are confident in our presentation skills. • Produce a report and memorandum to the Planning Commission and City Council on the optimal project/roadway option. Our staff is highly skilled in analysis, researching potential impacts and being able to provide the findings in a clear, concise format for the city staff, decision - makers and the public. City of Santa Clarita l ' I I. i.'1 11.1" page 9 Section 4. Work Program The following items below are Lilley Planning Group's proposed work program that will explain the proposed technical approach that addresses the specific issues identified in the RFP: Task 1.1 Internal Kick Off Meeting Subtasks: We want to begin this work by meeting with the City team and reviewing the project, the scope, the schedule and all tasks ensuring we have the latest information. We will collect all necessary documents and review any files or relevant information. We will complete this task within one week of award of contract. Output: • Meeting agenda • Meeting summary • Refined Project Scope • Refined Project Schedule, Task 1.2: Conduct Site Inspection Subtask: Our staff will conduct a site inspection to understand the project area, gather notes and photos for further research during the project. This site inspection would be open for city staff to attend, allowing any additional information and/or feedback. Output: We plan this meeting to follow our internal kick off meeting. Our team will visit the site to take photos and identify the two potential options. Lilley Planning staff is experienced with reviewing grading, building and demolition plans. We have worked in hillside communities, coastal communities and other specialty areas and our staff has unique skills and education to allow them to provide the best practices and thorough analysis of all aspects of project review related to Master Planning. • Summary Notes • Photos • Needs List Task 1.3: Project Management Subtask: Project Management will be necessary throughout the project. We plan to meet with staff after completion of each critical task to provide our findings and touch base on next steps. Checking in on a regular basis can avoid getting off track and can allow information to be provided throughout the work effort. City of Santa Clarita 1 �� t" ^,.^-^ page 10 Output: Methodology used for this task includes our Project Manager organizing and attending these regular meetings throughout the project. After the meeting, a summary from the meeting with the work plan, deadlines and any assignments required will be provided. Our staff is trained in best practices for time management and project management techniques. We utilize tools and techniques to ensure that all milestones are met and deadlines are tracked well in advance to avoid last minute emergencies. We work to keep projects moving forward on schedule and look for ways to expedite the process and avoid any potential time delays. Up to 8 (1 hour) coordination meetings (via phone) Agendas Summaries Task 1 A: Analyze Impacts on governing documents Subtask: This is necessary to review and consider all the impacts any alteration or potential decision may have and consider unexpected changes provided future growth. Our review will focus on the General Plan, zoning code, current master plan, proposed project and plans as well as other documents received during the kick off meeting and throughout the site visit to identify what is changing and what impacts the proposed options present. Output: Our methodology will be to carefully review and research all the governing documents relevant to this amendment to the Master's College Master Plan. Our staff will identify all areas of the Master Plan that require change and verify consistency throughout the Master Plan as well as all other documents. This task will create the official "to-do list" to ensure consistency between all documents and to present options to property owner, stakeholders and the City. The professional team we are offering to the City of Santa Clarita is known for their coordination and organization. All of our staff is confident expert in their site plan review, code analysis and interpretation skills. We keep accurate and complete records of all of our cases. • List of Amendments • Confirmation of Consistency Task 1.5: Prepare recommendation report and memo based on Staff and public feedback, compliance with the General Plan and Zoning Ordinance City at Santa Clarita II l i i i ` , e,•.,,,.a,ao,e page 1 1 Subtask: Completing the review, analysis and documentation of all the information received to date. We will compile a report that would include a summary of the, staff meetings, site inspections and analysis of the proposed options in relation to the Master's College Master's Plan, Downtown Newhall Specific Plan, General Plan and Zoning Ordinance. Our team will ensure to provide detailed information on the analysis used to support our recommended route. Output: Methodology used for this task includes our professional team analyzing all data reviewed, considering the options presented to the City staff and the stakeholders and weighing the input received with the professional standards, best practices and governing documents to complete a recommendation on interim roadway connection options for city staff review. Our team will be able to make necessary findings for various entitlements and are confident preparing complex staff reports so that members of the public and decision makers can understand the project, the evaluation process and make informed decisions. • Draft Recommendation Report • Review with City Staff • Revise Report Final Draft Task 1.6: Subcommittee Meetings Subtask: The Lilley Planning Project Manager will coordinate a meeting with the Ad Hoc Subcommittee for the Downtown Newhall Specific Plan ("Council Subcommittee") as well as any other subcomittees that should be included. Our task includes preparing a presentation of the overall process and recommended roadway option. Following this meeting(s), our team will meet with City staff and Master's College to determine if any new input requires additional consideration prior to moving forward with the recommendation. Additional information may be given during this process and time and attention must be allowed to incorporate pertinent and important data, analysis or challenges. The team will revise and adapt our review and consideration to reflect any necessary changes. Output: • Up to 2 Subcommittee Meetings • Agenda • Presentation of Process and Recommendation • Summary of Meetings City of Santa Clarita i � page 12 Task 1.7 Planning Commission Hearing Subfask: Our work will include preparation and presentation of Lilley Planning Group's independent recommendation of the preferred roadway option to the Planning Commission. We will prepare the staff report and presentation to accompany our summary and will present this information in person at the public hearing. It is anticipated that this item will first be heard at a "study session" type hearing to obtain input and feedback from the Commission. This task would also include a second public hearing and any necessary revisions or additions to the recommendation and presentation following the first meeting. In addition, this would contain any preparation needed to revise Staff Report and Presentation. Output: • Revisions based on feedback from Subcommittees and Staff • Final Planning Commission Report and Recommendation • Presentation of Process and Recommendation Task 1.8 City Council Hearings Subfask: Following review and approved recommendation by the Planning Commission, our team will meet with the City staff to address any refinement or changes needed prior to the City Council. We will prepare and present the final independent recommendation of the preferred roadway option to the City Council. This task would also include any additional meeting with any revisions or additions to the recommendation and presentation. In addition, we have built in the contingency of a second meeting being needed, should any concerns or changes be raised at this stage of the process. Our work also includes all preparation needed to revise the Staff Report and Presentation. Output: • Revisions based on feedback from Subcommittees and Staff • Final City Council Report and Recommendation • Presentation of Process and Recommendation Optional Task A: On-line and traditional information and feedback tools to encourage feedback from all community members. Subfask: We have built into this proposal an option of providing some public outreach components. Since this was not part of the RFP we do not anticipate this being part of the proposed scope of work. However, in our experience public outreach is a critical component to any major change in development in a community in the future. Reaching out to the public early in any process allows for information and education to be shared and concerns and issues to be addressed. In order to achieve this in an City of Santa Clarita I i I If `+ •^........ page 13 Output: efficient and effective manner we are proposing to reach out to the community using electronic or web -based communication as well as traditional methods. Our team will create a web -based dialogue site that is accessible to anyone in the community. We prepare project information, input tools and facilitate a dialogue with the public on-line. In addition we will prepare a project web -site business card, flyer, press release or invitation to a public meeting, as necessary and appropriate, to encourage the community or a more specific group of stakeholders to attend a meeting or participate in upcoming hearings to ensure we have feedback and buy -in. Internet -hosted project site • Maintenance of information Management of information and dialogue Content for the site Promotional information for any meetings as required and necessary Optional Task B: Conduct a Stakeholder Information Meeting Subtask: This task would be key to obtaining public input and feedback while being able to openly present potential issues with the two interim roadway connections. This would allow for open discussion between stakeholders that would provide imperative information for city staff and planner(s) from Lilley Planning Group of the project and invite for continued comments by promoting the website. Methodology used for this task would consist of coordinating the kick-off meeting with city staff and our profession team would be in attendance to observe and take note of the comments given. Please note that our planners have solid presentation skills and have provided numerous presentations to Design Review Commissions, Traffic Commissions, Planning Commissions, Zoning Administrators, City and community groups. We have presented information, written reports and holding study sessions on policy recommendations. We are often commended for the ability our staff to translate complex issues into clear and easy to follow presentations without the use of unnecessary jargon. We are confident in our presentation skills with PowerPoint and other presentation formats, if needed. Our team uses virtual programs, GIS and other graphic and simulation tools when appropriate to illustrate complicated project details in a way to simplify the issue and make the information easy to understand even for someone hearing the information for the first time. City of Santa Clarita I J1 i W %' ' " page 14 Output: In regards to community outreach meetings, we have provided facilitation and public outreach to many different groups throughout California to share with our clients the tools and techniques that are most effective. We enjoy working with people and we see the public as a useful resource and not a barrier to the public process. As a facilitator, we are neutral and our role is to lead the discussion, to listen to input and learn from the experts, the citizens. Our goal as the facilitator is to spend more time listening and less time talking. The Lilley Planning Group has trained and experienced professional facilitators on our team that are available to help your community with public outreach efforts of any kind. We have provided this service for small groups dealing with neighborhood issues to large visioning efforts with more than 500 participants. • Coordination of meeting time, location, date and logistics • Meeting Promotional Materials • Meeting Agenda • Meeting Sign In Sheet • Dialogue Content • Meeting Summary • Staffing for Meeting Section 5. Methodology The method of program management that we will be using to internally manage and direct this project is to first have a well-established timeline and project list to ensure that everything is completed. Our staff is trained in best practices for time management and project management techniques. We utilize tools and techniques to ensure that all milestones are met and deadlines are tracked well in advance to avoid last minute emergencies. We work to keep projects moving forward on schedule and look for ways to expedite the process and avoid any potential time delays. Section 6, Project Management N/A ? 1 City of Santa Clarita ; ; i' \ -•••^ •-- page 15 Section 7, Assigned Personnel Our approach to respond to this RFP is to provide the City of Santa Clarita an overview of the level of staff we have available to choose from and the depth of experience and qualifications of our team. While any and all of the staff included in this proposal can be made available to the City. The assigned professional will be left to the final decision of the City. It is typical for cities to choose a particular planner based on the needs at the time and the fit necessary with the applicant and development team. We have additional staff available for the City to meet, review, interview and choose from when the time comes. So with regard to the individuals included in this proposal, we are not recommending that all of these professionals be assigned to the City at this time. The City will want to have the appropriate staff level and the most qualified person assigned based on the tasks required. We are confident you will find that all of our professional team is exceptional in the work they accomplish, the service they provide and the care they take with every member of your community. Listed following resumes will introduce to our proposed team for the City of Santa Clarita: City of Santa Clarita U i l t'.\ "'^"" " page 16 JENNIFER DAVIS PROJECT MANAGER Jennifer is a seasoned and collaborative consensus builder within her own organization as well as in the communities she has served. Her skill set includes an astute ability to mediate disparate parties; sensitivity to differing points of views; and a history of working with a variety multi -cultural communities; strong leadership and commitment toward positive community development efforts; and active promotion of economic development opportunities in city planning and community development. City of San Gabriel, San Gabriel, CA • April 2008 - December 2013 Director of Community Development • April 2010 - December 2013 Provides managerial oversight of community infrastructure ensuring both safety and attractiveness as a unique, older Los Angeles community. Executes overall plan of the City Council to maximize economic development while interfacing with, and attracting new (and retaining existing) businesses and commerce. Oversees six divisions: Administration, Engineering, Neighborhood Improvement, Planning, Building & Safety, and Economic Development. Notable Achievements: • Initiated a "Business Friendly Action Plan", to change the Community Development Department's approach to conducting business. With the tagline "Simple. Smooth. Solved," the plan is currently being implemented to change the way the department does business, by advancing business friendly procedures, identifying measurable customer service targets, and streamlining the development process. Nominated for the 2103 LAEDC EDDY Award. • Shifted departmental operations to a Project/Case Manager model to streamline staff oversight and responsibility resulting in a faster, more efficient and successful project execution. • Revised and improved the City's Five Year Implementation Plan for the Redevelopment Project area, bringing practices and policies up-to-date to better facilitate timely project implementation. The plan is still used for guidance in previous redevelopment project area. • Key player in the city's team for the Alameda Corridor East project, a multi - agency project with a $500 million budget that will physically lower Union Pacific railroad tracks throughout the City. Economic Development Manager • Jan 2008 to April 2010 Oversaw all economic development activities including marketing, business assistance, developer assistance, and previous redevelopment program. Established strong, collaborative relationships with businesses, developers and the Chamber of Commerce. Created city marketing collateral to promote and sustain localized business development in the presence of a severe nationwide economic downturn. City of Santa Clarita I '. i { ` page 17 Notable Achievements: • Spearheaded the redesign of the City's website and brand, inclusive of the community, launched April 2012. • Led a citywide Wayfinding Signage Program that had been stalled for almost six years. • Initiated the San Gabriel Boulevard Streetscape Master Plan, a $5 million dollar project that commenced restoration of the most neglected corridor in the City in August 2011. • Branded the City's most vibrant boulevard (Valley Boulevard) as the "Golden Mile." London Borough of Haringey, London England • 2004 to 2007 Regeneration and Conservation Project Manager Recruited to manage an $8 million dollar regeneration project located in a dilapidated commercial town center by restoring the historic commercial buildings and original shopfronts, and working with the owners and tenants to economically enhance a low-income ethnically diverse community. Project won a prestigious British Regeneration & Renewal Award in 2008. Notable Achievements: • Helped to secure and manage project funds from seven different sources including the Heritage Lottery Fund, English Heritage, the Neighbourhood Renewal Fund, and private owners. • Established a maintenance and implementation plan for all refurbished buildings; wrote a training plan on conservation and the construction trades, and developed a marketing strategy for the project. London Study Centre, London England • 2003 to 2004 Program Coordinator Provided daily oversight of the Study Abroad Program including: formulating policies, scheduling events, recruiting and training staff, maintaining financial records and conducting internal office project management. Assumed duties of Director as needed. City of West Hollywood, West Hollywood, CA • 1990 to 2002 Senior Planner Shepherded some of the most controversial projects proposed in the City of West Hollywood. Notable Achievements: Managed numerous policy and development projects including: • Project planner on the 'Palmview' Project; 40 units of low income housing for people with AIDS; oversaw the dismantling and relocating two historic Craftsman bungalows (1922), working closely with architects and a social housing organization. • Co -coordinated, reviewed, and negotiated the approval of the single largest development project since the 1960s along the Sunset Strip (over 350,000square feet of high-end retail and office uses). City of Santa Clarita I oil i C a ft ... ...... page 18 Coordinated the establishment of the City of West Hollywood's Preservation Ordinance and Preservation Plan. EARLIER CAREER • Los Angeles, Advance Planner, City of Manhattan Beach • 1988 - 1990 • Los Angeles, Urban Planner, Gruen Associates, Architects and Planners • 1985 -1988 • Los Angeles, Planner, Pearson & Wuesthoff Architects, 1984- 1985 EDUCATION M.A. in English Literature with Honors California State University, Los Angeles, Los Angeles, CA Bachelor of Urban Planning and Design, Dean's List University of Cincinnati, Cincinnati, Ohio Gity of Santa Clarita ^• page 19 SHANNON KIMBALL, AICP Senior Planner Experience Lilley Planning Group January 2014 to present Planning, organized, and managed community engagement events. Provide facilitation, communications, media relations and governmental relations for engagement efforts. Support the work of the team by providing research, analysis, report preparation and recommendations related to the specific topics including development, strategic planning, code changes, general plan updates, zoning ordinance amendments. Provide entitlement processing and advanced planning work for public agency clients. PlaceWorks (formerly The Planning Center DCBE) Senior Associate October 2008 -January 2014 Managed award-winning long-range comprehensive plans, including: general plan updates, zoning code updates, specific plans, corridor plans, downtown revitalization plans, transit -oriented development projects, housing element updates, a climate action plan, airport land use plan, regional plan and multi -jurisdictional plan. Prepared proposals, attended interviews, facilitated stakeholder meetings, led community workshops and supervised staff. Offering outstanding presentation skills in writing and public reports. Senior Planner, PBSBJ (now Atkins) April 2005 -October 2008 Managed long-range comprehensive planning projects, including general plan updates, a redevelopment study, overlay zone and hospital specific plan; provided support in the writing and community outreach effort for multiple other plans and environmental impact reports, prepared proposal, attended interview and coordinated multiple community outreach efforts. Associate Planner, City of Hawthorne January 2004 -December 2005 Managed administrative and discretionary development applications performed daily plan checks and design/environmental reviews; responded to zoning and land use inquiries, processed business licenses, trained and supervised junior -level staff. Assistant Planner, City of Redondo Beach March 2003 -December 2004 Reviewed and process administrative and discretionary development applications; performed daily plan checks, responded tozoning and land use inquiries and drafted residential development standards. City of Santa Clarita ti �� i s'� ""'"°'""' page 20 Planning Intern, City of Culver City January 2002 -March 2003 Provided GIS support to planning projects, prepared zoning code amdnments, assisted in the preparation of the Ballona Creek Bicycle Master Plan. Education University of Southern California: Master's in Urban Planning/Design — 2001-2003 Brigham Young University: Bachelor's in Humanities/Spanish — 1994-2000 City of Santa Clanta page 21 CECILIA GALLARDO Senior Planner Lilley Planning Group October 2013 - present Planning organized and managed community engagement events. Provide facilitation, communications for engagement efforts. Support the work of the team by providing research, analysis, report preparation and recommendations related to the specific topics including development, strategic planning, code changes, general plan updates, zoning ordinance amendments. City of San Diego: City Attorney's Office July 2013 to October 2013 Provide land use and environmental expertise to Attorney's Office on land use litigation. City of San Diego: Deputy Director, Advanced Planning and Engineering Development Services Department September 2012 to June 2013 Planned, assigned, monitored, coordinated and directed community planning, discretionary entitlements and engineering functions, including regulating land use, substantial technical review of permit applications and formulation of plans to mitigate environmental impacts of proposed development. Managed department's Environmental Analysis Section responsible for implementation of the California Environmental Quality Act, and the Multiple Species Conservation Program for the protection of environmentally sensitive habitat areas. Directed, organized and integrated planning programs including Transportation, Historic, Environmental Long Term Permit Monitoring and Community Planning. Implementation of planning and zoning regulations and laws, California Coastal Act administration and processing of Coastal Development Permits under City regulations. Preparation of Local Coastal Programs through the community plan update. Represented the department in interactions with the public and decision -makers. Supervised a large staff with the assistance of subordinate supervisors. City of San Diego: Assistant Deputy Director, Entitlements, Development Services Department (DSD) January 2008 to August 2012 Managed zoning and administrative permit review, public policy development, California Environmental Quality Act (CEQA) implementation and Coastal Act administration. Under policy direction, planned, assigned and monitored, coordinated, evaluated and managed the activities of staff engaged in a variety of permit and environmental review functions, including zoning and landscape review, CEQA compliance and Local Coastal Program Implementation. Directed and monitored environmental review of, discretionary projects. Trained staff on Environmentally Sensitive Lands regulations, grading, urban design and community plan and Local Coastal Program review. Motivated subordinates to accomplish organizational goals. Provided leadership in accomplishing basic functions and objectives of planning programs. Established effective working relationships with employees, managers and leaders in the public and private sector and inspired confidence based on knowledge City of Santa Clarita billt'1\ ""W-4."'°"' page 22 of physical development planning policy, effective decision-making and successful work programs. Provided presentations to City Council, Council Committees, Planning Commissions, Advisory Committees and Community Planning Groups on land use policy issues, development projects and CEQA. Coordinate between divisions within DSD, other City departments and outside agencies on land use and environmental matters. City of San Diego: Program Manager Planning Division, City Planning & Community Program Manager, Planning Division, January 2006 to January 2008 Management of Northern Communities section, including six Senior Planners and one Associate Planner. Management of new Community Plan Update and Special Projects Section, including two Community Development Specialist IV's, two Senior Planners and one Associate Planner. Supervised and reviewed work of assigned staff, including review and oversight of reports, land use and Local Coastal Programs Amendments, correspondence and studies and long-range planning review of development projects. Development and implementation of Planning Division core functions related to project review and community plan updates including creation of detailed work program, timelines and cost estimates. Administration of consultant contracts and agreements including developing and negotiating scope of work for planning economic and environmental review services. Coordination between divisions within CPCI and other departments on a variety of land use policy issues. Provided information to the public, community leaders and elected officials on land use and a variety of community based issues. Member of the General Plan Update Team advising on the Land Use and Economic Prosperity Elements and the preparation of the Urban Design Element. Represented CPCI at Planning Commission and City Council hearings, on land use policy issues and land development projects. City of San Diego: Senior Planner Community Planning, Planning Department May 2001 to December 2005 Application of land use policies to development projects, including review of development plans for consistency with the General Plan, Community Plans and Local Coastal Programs. Review of Coastal Development Permits for implementation of Local Coastal Programs. Review of public and privately initiated community plan amendments and preparation of amendments to the General Plan, Community Plans, and Local Coastal Programs. Supervision of Assistant and Associate Planners including review and oversight of reports, land use amendments, correspondence and studies. Provide support to community planning groups including information on land use matters and a variety of community-based issues. Preparation of planning grant proposals. Support to General Plan update on the Economic Prosperity element and Urban Design Element. City of Austin: Senior Planner Neighborhood Planning/Development Review and Inspection Department February 1999 to April 2001 Implementation of City's Smart Growth Initiative through the development and implementation of Neighborhood Plans that addressed land use circulation, parks and open space, public facilities and urban design. Preparation of neighborhood plans for City of Santa Clarita ) = i i ( °° °'°°' page 23 interdepartmental, financial and legal review and zone changes. Organized Neighborhood Planning Groups, and conducted workshops and trainings. Maintained internal cooperation with City departments and external cooperation with community groups and businesses to implement adopted neighborhood plans. Zoning and subdivision review for compliance with the Land Development Code requirements including report preparation and presentation of applications to Planning Commission and City Council for review and approval. City of Rancho Cucamonga: Associate Planner November 1997 to January 1999 Project review and coordination of the land development and design review process for development applications. Management of all activities related to assigned projects, including review of zoning applications, site plans, master plans and subdivision proposals for compliance with the Development Code requirements, Planning Commission policies, CEQA and all applicable policies, ordinances and standards. Conducted field inspections to ensure compliance with conditions of discretionary permits. Assisted developers, the business community and the public on planning and development matters; provided advice on acceptable site plans; reviewed building plans, parcel and tract maps ensuring compliance with regulations and ordinances. Conducted CEQA review and prepared environmental documents. City of Rosemead: Assistant Planner March 1997 to November 1997 Development project review and processing, including rezones, variances and conditional use permits. CEQA review and environmental document preparation. Provided staff support to the Planning Commission, Traffic Commission and City Council. City of Sierra Madre: Planning Aide Julyl995 to November 1997 Assisted in the preparation of the City's General Plan including preparation of the Community Services Resource Management and Transportation Elements. Conducted field research and organized community meetings for chapters on Land Use, Housing and Historic Preservation. Reviewed development proposals and applications including zoning and variance requests for building plans ensuring compliance with applicable codes and policies. Project Administrator of City's Community Development Block Grant "Home Improvement Program" for housing rehabilitation. Education Bachelor of Arts in Political Science, University of California Los Angele Master of Arts in Urban Planning, University of California Los Angeles Membership Association of Environmental Professionals American Planning Association City of Santa Clarita I ; I 11 r-,\ ..._,.....,, page 24 WAYNE CARVALHO Associate Planner Experience Carvalho & Associates March 2006 to July 2013 President • Land Use/Planning Consultant coordinating development projects for private clients including submittal and monitoring of entitlement applications through governmental agencies • Represent clients at meetings and hearings • Provide clients with land use feasibility studies consisting of conceptual site plan options and zoning conformance matrices • Assist clients with Building Permit and Certificate of Occupancy process • Provide contract planning services to cities City of Huntington Beach, Planning Division February 1998 to March 2006 Associate Planner • Processed Planning entitlement applications including General Plan Amendments, Zone Changes, Environmental Impact Reports, Environmental Assessments (Mitigated Negative Declarations), Specific Plans, Master Plans, Tentative Parcel and Tract Maps, Final Maps, Conditional Use Permits, Variances, etc: • Review and analyze development projects pursuant to City's General Plan and Zoning Code • Formulated recommendations with input from other departments • Represented staff and presented reports to City Council, Planning Commission, Zoning Administrator and other boards and commissions • Supervised Planning/Zoning Counter staff and coordinated plan check review • Staff liaison to the City's Design Review Board City of Huntington Beach, Planning Division April 1991 to February 1998 Assistant Planner • Processed Advance Planning applications to Planning Commission and City Council. • Planning Department plan checker • Staff liaison to the City's Environmental Assessment Committee • Processed City -sponsored applications to LAFCO and California Coastal Commission City of Huntington Beach, Cade Enforcement Division February 1990 to April 1991 Code Enforcement Officer • Conducted proactive inspections and those resulting from citizen inquiries • Gained compliance with property owners and business owners in violation of City's Zoning, Municipal and Housing Codes • Distributed Notices of Violation in field or to property owners via letters • P'rocessed requests for prosecution with City Attorney's Office City of Santa Clorita i) "7 • 4• .. page 25 I�17=* IC7i1 California State University, Long Beach Master of Public Administration, 1998 School of Public Policy and Administration University of California, Irvine Bachelor of Arts, 1989 Environmental Health and Planning School of Social Ecology City of Santa Clarita 1,111 C 1 4k.d, page 26 Task 1.1 Kick Off Meeting: 12 hours Task 1.2 Project Site Visit: 16 hours Task 1.3 Analyze impacts on governing documents: 20 hours Task 1.4 Project Management Meeting(s): 20 hours Task LS Analyze Roadway Options: 8 hours "Task 1.6 Stakeholder Information Meeting: hours Task 1.7 Recommendation Report: 34 hours 'task 1.8 Subcommittee Meeting: 16 hours Task 1.9 Planning Commission hours Task 1.10 City Council Hearing: 27 hours Section 9. Program Monitoring N/A Section 10, City Resources We expect our team will have access to the shared files (both electronic and paper), web -based applications, programs and files, maps, and other documents necessary to make a recommendation on the optimal roadway option. We will also need access to rooms for meetings, list of stakeholders, mailing for notices for public hearings, posting notices for public hearings and reproduction of staff reports. Section 11. Subcontractors The Lilley Planning Group incorporated in September 2007. We have been in business under this business name since that time. The total time in business under this name is 8 years. We currently have more than 25 employees and have relationships with another 20 sub -consultants who provide specialty services to the firm including Civil Engineering, Building Inspections, Housing Rehabilitation and CDBG Administration as well as historic preservation and design professionals. We use sub -consultants to augment the services of our professional team, when we have a special skill set required or a short-term or temporary assignment to fill. Our professional team including sub -consultants represent our firm and work to the expectations of our company at all times to provide the client with the level of service required. However, the Lilley Planning Group intends to enter into a direct consulting agreement with the City of Santa Clarita. We do not intend to require the need to bring on outside consultants or subconsultants to provide these services. Typically when our firm brings on a subconsultant it is to fill a gap in expertise, Housing, Economic Development, Historic Preservation or other specialty. In this case, all of the work requested by the City we have staff in house that possesses the skills and abilities to provide for the City. City of Santa Clarita ) { �` ""'"""" page 28 Section 12. Contractor Capability and References The Principals and staff of the Lilley Planning Group have successfully served public agencies and have maintained a solid reputation for providing outstanding service for all the clients we serve. The following are three representative clients of the firm where similar work was performed and completed. as The City of Yorba Linda has been actively !Is! pursuing a Vision Plan for Savi Ranch. The Vision Plan for Vision Plan is anticipated to set a course SA VI RANCH for the future of the area related to land Ensuring success for the next 30 years and beyond, use and mobility to ensure success and vitality of the area for the next 30 years. Savi Ranch provides services to more than 1.5 million residents, offers approximately 3,000 jobs, and generates 60% of the City's sales tax revenue. The area has never had the benefit of a long-range vision and in some ways suffers from a lack of community support and identity. The City invited the Lilley Planning Group to work collaboratively with property owners, business operators, investors, stakeholders, technical and professional practitioners and the community -at -large to engage in a dialogue to identify opportunities for mobility improvements and land use changes for the future of Savi Ranch. The main goal of this effort has been to ensure the process is collaborative and inclusive and reaches a wide audience of Yorba Linda's stakeholders and especially engage those residents immediately adjacent to Savi Ranch. The Lilley Planning team managed, implemented and successfully provided an outreach effort that met these goals. The community outreach effort employed several outreach strategies to ensure a high level of participation including: • An information effort inclusive of traditional and technology based methods to inform the public about the project and engagement opportunities; • Attendance at community events allowing informal and accessible conversations with the public; • Surveys and input forums to allow effective communication; and • One-on-one meetings, focus groups, design workshops and direct meetings with business and property owners and with the public at large to gather input on existing conditions, raise awareness about the upcoming effort, and encourage participation and understand community perspective for the Vision of Savi Ranch. The project is anticipated to be adopted by the Council in late November. The tangible benefit of our approach was the education of the public on the topics, a transparent process, refining the scope and approach to reflect concerns and issues within the community and productive and effective meetings discussing sensitive and controversial land use concepts. Location: City of Yorba Linda, CA Date: July 2013 - November 2014 Client: City of Yorba Linda - Community Development Department Steve Harris, Director of Community Development (714) 961.7131 /sharris@yorba-linda.org City of Santa Clarita page 29 In April 2014 the City of Anaheim set out to conduct a community engagement effort to better understand the community's perspective ME" related to the challenges, opportunities, barriers and assets associated with IMPROVETHEBOULEVARD.COM Beach Boulevard and not the Cour" for Beach Baule~4 throughout the West Anaheim community. The City enlisted the services of the Lilley Planning Group, to provide a comprehensive effort to engage the West Anaheim community and gather input on existing conditions. The main goal of this effort was to ensure the process was inclusive and reached a wide audience of Anaheim's residents in the West Anaheim neighborhood. The effort was focused on ensuring participation reflecting the diverse population of the West Anaheim community. In order to accomplish this the community outreach effort employed several outreach strategies to ensure a high level of participation. These strategies included: • An information effort including traditional and technology based methods to inform the public about the project and events; • Attendance at community events allowing informal and accessible conversations with the public related to Improving West Anaheim; • Surveys and input forums to allow communication on West Anaheim; • A project kick-off event to gather input on existing conditions, raise awareness about the upcoming effort, and encourage participation and identify community leaders for the on-going dialogue related to the West Anaheim Specific Plan; • Hosting neighborhood workshops where residents typical gather to ensure the broadest audience was engaged; and • Enhancing the effort through the use of the Crowdbrite Interactive engagement platform. The project was completed on time and within budget and was incredibly successful. The results of the engagement effort has been a thorough understanding of the existing conditions, a clear discussion on the vision and direction the public would like to see the area go in, and an open dialogue on difficult and challenging topics inclusive of multi- lingual (Spanish, Korean, Chinese) members of the community that has set a course for a productive process moving forward. Location: City of Anaheim, CA Date: March 2014 - July 2014 Client: City of Anaheim - Planning Department Sheri Vander Dussen, Planning Director 714.765.5011/ svanderdussen@anaheim.net City of Santa Clarita - "" page 30 The College Connector Study investigates the I♦ iiiAfS%6feasibility of a dedicated pubic transit line between Fullerton's Downtown and the East Fullerton area. The study is intended to support a vision of a quality public transit connection between the heart of the F U L L E R T p N College Connector Study City and the area surrounding California State r„� ffilei ,r,.amalifOPT ,%TOT III,, ewIIF!FaHe O„ University Fullerton; and to do so in a manner that encourages private investment, accommodates growth, maximizes sustainable operations and enhances the City's quality of life. The College Connector Study primarily focuses on a 1/4 -mile distance around Chapman and Commonwealth Avenues, which are the two main arterials connecting Downtown and East Fullerton. The study also includes property a 1/4 -mile area north and west of CSUF. A 1/4 -mile has been used because it is considered a convenient "walk -able” distance for an average person. The actually alignment of the transit route will be evaluated as part of the study, and will take into consideration numerous factors. The study will consider the types of transit that is most appropriate for the community and Fullerton's growth, with current considerations including light rail, street car/trolley and bus rapid transit. The Lilley Planning Group provides the public outreach component of this effort. Working in tandem with the design, economic and transit professionals, we have designed community engagement effort to lead the Steering Committee, Technical Advisory Committee and the community at large through a series of discussions to determine the desire for, feasibility of, optional routes and preferred technology. Our team designed the theme for the effort including branding, logo, promotional/information pieces to educate the public about the study and encourage participation. Our staff developed on-line and in-person opportunities to solicit the public's opinion on the subject matter and provide valuable feedback to the technical team. Finally our facilitation staff led the community and stakeholders through a series of educational and engaging workshops both in-person and on-line using videos, surveys, voting techniques, interactive designing and other tools to share information and provide input for this study. Location: City of Fullerton, CA Date: November 2012 through November 2013 Client: City of Fullerton - Transportation Jay Eastman, AICP (714) 738-6549/JoyE@ci.fullerton.ca.us City of Santa Clarita page 31 COMMUNITY. COMMERCE. PLACE The Downtown Core and Corridor Specific nPlan (DCCSP) is a community-based planning process for an area that encompasses viol o s approximately 1100 acres and spans the Mal t commercial core and neighborhoods in and I , around the adjacent corridors across the City. The Specific Plan will guide the transformation DOWNTOWN CORE & CORRIDORS of the area into thriving and sustainable SPECIFIC PLAN districts and neighborhoods that meet the diverse needs of residents, businesses, employees and visitors. It will be vision -driven and implementation -focused as it establishes policies, regulations, and design standards to guide current and future land development in the area. Jennifer Lilley, the lead facilitator for this effort is working to interact with City Staff, prepare all communications to the Community Advisory Committee, as well as advise staff of the best approaches and methods for gathering information and interacting with the public. As part of this effort the Lilley Planning team designed the branding and promotional materials to allow the community to recognize and identify this effort uniquely from the various other planning and community processes that are on going. Our team hosted a project kick-off event, a series of "road show" dialogues to engage the public and better understand existing conditions, opportunities and challenges facing the various neighborhoods throughout the study area. By utilizing on-line resources and social media we conducted photo journaling and virtual neighborhood tours to allow participants to share their personal experiences with their segment of the community and provide insight and feedback on their values, likes, dislikes and hopes for the future. In order to ensure that all segments of the community are included in the dialogue we have conducted focus group discussions representing seniors, youth, Latinos, Koreans. Business owners, property owners, developers, commuters, educators, investors and advocate groups. This direct engagement has allowed us to broaden our outreach and test the input we are receiving both on-line and in person with the diversity represented in the community. Location: Fullerton, CA Date: February 2013-Septebmer 2014 Client: City of Fullerton - Community Development Heather Allen, AICP, Planning Manager (714) 738-6884 /heathera@cLfullerton.ca.us City of Santa Clarita page 32 YorbaLind aConnects. com The Lilley Planning Group and the Yorba Linda June S. 2012 * Special Election Connects project have been recognized at Ballot Measures H & I both the local and State level for outstanding achievement in public education and * *Let the Conversation Begin * * information. The purpose of this education effort was to provide information and educate the public about the upcoming ballot measures that related to land use and zoning issues. The City had been in the process of updating its Housing Element since 2008. Because the City of Yorba Linda is required to take any significant change in zoning to a vote of the public the changes necessary to complete the Housing Element update required an approval of 2/3 of the voters in Yorba Linda. The City had previously held a vote on the rezoning of specific sites in the City to comply with the Housing Element and the voters did not pass the Measure. More work was completed on the Housing Element and the City received conditional certification of the Housing Element through November 2012 contingent upon voter approval. The City engaged the services of Jennifer Lilley and the Lilley Planning Group to assist in a public information and education effort between March 2012 and May 2012. This effort was to inform the public about the Housing Element, why it is needed, what it does, what it does not do and how the rezoning process actually works. Also, the effort would be to inform the public about the upcoming ballot measure vote. The message had to be objective and fact based. No propaganda, persuasive or leading information could be used. This could not be a sales pitch or an effort to influence voters. Because the effort related to a Ballot Measure, voter influence was of grave concern. The team focused on reaching a large audience, worked to address concerns with factual information and ensure that the full community was aware of the upcoming vote, what the Measures were about and allowed the public to have enough information to make an informed decision. Despite all of the political and legal pressures and concerns our team focused on what we do best, deliver a professional, proven, responsible process. As with every effort we are not committed to a preconceived outcome. Our team worked to ensure the information reached as much of the community as possible, educated participants on a complex issue of great controversy in a simple and easy to understand way, reduce anxiety and provide accurate information. Because of the limited amount of time we worked to leverage social media to share information. YouTube videos, Facebook events, twitter feeds and an on-line forum were all engaged to reach people on-line while we met with individuals of Senior lunches, farmer's markets, community events, homeowner association meetings and other community gathering to broaden the outreach. The Ballot Measures were passed by a significant margin. Location: Yorba Linda, CA Date: February 2012 -June 2012) Client: City of Yorbo Linda -Community Development Department Steve Harris, AICP, Director (714) /sharris@yorba-Iinda.org City of Santa Clarita - ' P -'.. page 33 References: The following includes a few additional clients we provide engagement and facilitation services for. We have maintained a solid reputation for providing outstanding service with all the clients we have served. We are proud of the relationships we have built. We will provide additional references upon request. Service lnformatf Refefenee ir[fofitrafron City of Rancho Cucamonga Facilitation Services and Project Management Mr. Fabian Villenias Principal Management Analyst 909-477-2700 x 2006 10500 Civic Center Drive Rancho Cucamonga, CA 92730 fabian.yillenas@cifyofrc.us Strategic Planning, Facilitation Services, Policy City of Yorba Linda Document Preparation and Project Mr. Steve Harris Management Community Development Director 714.961.7131 4845 Casa Loma Yorba Linda, CA 92886 shar(is@yorba-linda.org Facilitation Services, Strategic Planning, City of San Gabriel Community Engagement, Mediation, On -Call Mr. Steven Preston, FAICP Services, Policy Document Preparation, and City Manager Project Management. 626.308.2806 425 Mission Avenue San Gabriel, CA 91776 Spreston@sgch.org Facilitation/Strategic Planning, Policy Review, San Diego Airport Authority Meeting Preparation, and Report Writing Ms. Sjohnna Knack Program Manager 619.400.2639 2700 Truxtin San Diego, CA 92106 sknock@san.ora Strategic Planning,. Special Study, Grant City of Bellflower Writing, Committee Management, Facilitation Mr. Brian Lee and Public Outreach Effort Community Development Director 562.804.1424 16600 Civic Center Drive Bellflower, CA 90706 blee@bellflower.org City of Santa Clarita ... I page 34 Service InformaNan Facilitation/Public Outreach, Policy Review, City of Yorba Linda Recommendations, Data Gathering and Mr. Steve Harris Analysis, Meeting Preparation, Presentations to Director of Community Development Council 714.961.7131 4845 Casa Loma Yorba Linda, CA 92886 S hams@vorba-I inda.oM Facilitation/Public Outreach, Data Gathering City of Fullerton and Analysis, Meeting Preparation, Mr. Al Zelinka Presentations to Council Former - Director of Community Development 951-826-5371 azelinkc@iiversideca.gov Facilitation/Public Outreach, Policy Review, City of Citrus Heights Recommendations, Data Gathering and Ms. Mary Poole Analysis, Meeting Preparation, Presentations to Senior Management Analyst Council 916.727.4730 6237 Fountain Square Drive Citrus Heights, CA 95621 MPoole@citrusheights.net City of Santa Clarita I., I I! ` page 35 IMPROVETHEBOULEVARD Set the Course for Beach Boulevard and the Surrounding West Anaheim Community PLANNING GROUP City of Santa Clarita "" page 36 IMPROVETHLBOULEVARo Beach Boulevard Specific Plan Outreach Summary est Anaheim has historically been known for affordable, themed motels and restaurants, as well as roadside attractions aimed at traveling families. Over time the Freeway System caused traffic to be diverted away from State highways like Beach Boulevard and businesses once catering to vacationers faltered or closed. This dense concentration of motels in close proximity to well-maintained, established residential neighborhoods has been a source of friction for some time. The City has made significant investment in the area over the years including construction of the West Anaheim Youth Center, expanding the Haskett Library and infrastructure improvements. The City has also been working to address the issues and concerns of the residents as well as work with the business and property owners to address the negative elements present and find ways to encourage reinvestment and improvement along the corridor However, more improvements and dialogue is needed to ensure this area is positively positioned for investment and improved quality of life. In February 2014 the City of Anaheim City Council approved the submittal of a $500,000 grant application to the California Strategic Growth Council (SGC) that would facilitate the preparation of a Specific Plan for West Anaheim with a focus on Beach Boulevard. A Specific Plan is a planning tool providing area -specific development policies, standards and incentives. It guides the types of land uses permitted, identifies public improvements needed and sets a strategy for beautification and enhancing quality of life. In April 2014 the City of Anaheim initiated a community engagement effort to better understand the community's perspective related to the challenges, opportunities, barriers and assets associated with Beach Boulevard and the West Anaheim community. The City enlisted the services of Lilley Planning Group, a local consulting firm specializing in public outreach to provide a comprehensive effort to engage the West Anaheim community and gather input on existing conditions. The following summary report outlines the process and approach to inform and engage the public in this important conversation as well as the valuable feedback the community provided conveying their concerns and issues as well as their hopes and vision. 1*1t�T PLANNING GROUP City of Santa Clarita t.3,,;1r, 3 r koffull Mona ® IMPROVETHEBOULEVARO Mao th, ca..." 1" •..,..m •ewa, d Beach Boulevard Specific Plan Outreach Summary The main goal of this effort has been to ensure the process is inclusive and reaches a wide audience of Anaheim's residents in the West Anaheim neighborhood. The effort was focused on ensuring participation reflected the diverse population of the West Anaheim community. In order to accomplish this the community outreach effort employed several outreach strategies to ensure a high level of participation. These strategies included: • An information effort including traditional and technology based methods to inform the public about the project and events; • Attendance at community events allowing informal and accessible conversations with the public related to Improving West Anaheim; • Surveys and input forums to allow communication on West Anaheim; • Project kick-off event to gather input on existing conditions, raise awareness about the upcoming effort, and encourage participation and identify community leaders for the on-going dialogue related to the West Anaheim Specific Plan; and • Enhancing interactive engagement through Crowdbrite. The specific steps taken to achieve these strategies included the following: Information Effort: In May 2014 City of Anaheim Planning Staff and the Lilley Planning team launched an information effort to raise awareness and encourage participation in a discussion related to the West Anaheim area specifically related to Beach Boulevard. A logo, tagline and website were developed and collateral material distributed throughout the community. Flyers and posters were displayed in locations in and around West Anaheim. A banner was hung at the Haskett Library, Community Center and in neighborhood parks. Notices/invitations to encourage participation at the community kick-off event were sent to community leaders, business owners, clubs, organizations, as well as faith -based and non-profit groups throughout West Anaheim. The effort also utilized print media to promote participation. Advertising and informational articles were published in the Anaheim Bulletin and on the City's website. Press releases were also issued. These pieces announced the Specific Plan, invited participation from the community to attend the workshops and educated the public on how to be involved in the process. Finally a web -based platform was created to engage the public on-line. The Improvetheboulevard. com website created a hub of information for the project. The site contained an introduction to the process, announcements for upcoming events and interactive questions and surveys to engage the public and allow them to provide input. The site also allowed participants to review input received to date and ask questions and provide comments. This site was directly linked to the City's website to allow the community to find this information easily. Project business cards, coloring pages, surveys, flyers and handouts included the improvetheboulevard.com website directing participants to go on line and get involved. Page 2 Lilley --iJVy {( PLANNING GROUP - ' - L1 City of Santa Clarita I .11 1 1 "; • ••m•• page 38 AR IMPROMHEBOULWARD Beach Boulevard Specific Plan Outreach Summary Community Events: To gain valuable feedback from local residents and increase awareness of this effort as well as encourage broader participation, the Lilley Planning community outreach team and City Planning staff; including Susan Km, Jonathan Borrego and Gustavo Gonzalez participated in several community events to meet with residents, share information about the outreach effort and gather input on how to "improve the boulevard". This effort began in May and continued through August. The following events were included in this effort: • West Anaheim BBQ— May 10 • West District Neighborhood Council Meeting — May 27 • Various regularly scheduled neighborhood meetings - May through August At each event the team provided promotional material for the Forum website, toys and treats to encourage participants to join in, a coloring page for the youth to share their thoughts and a survey asking specific questions related to West Anaheim. Materials were created in English and Spanish and bilingual staff were available to talk directly with visitors when needed. Large scale maps were available to facilitate interactive mapping and feedback discussions. Visitors were encouraged to identify where they lived, worked, shopped, or enjoyed entertainment and recreation in West Anaheim. They were also encouraged to identify and call out problem areas and concerns. PLANNING GROUP Page 3 City of Santa Clarita J I' .. page 39 IMPPMETHESOUL.EVARD Beach Boulevard Specific Plan Outreach Summary The following represents common responses to the following questions: 1. What brought you to West Anaheim? • Desirable place to live • Wanted to live in Anaheim • Family has been here for generations • Great neighborhoods near entertainment • History, charm, and great parks 2. What are the best things about West Anaheim? • Local library • Parks • Historic feel 3. What are the problems in West Anaheim? • Traffic • Lack of lighting/safety • Crime/drugs/prostitution • Negative element related to hotels 4. What would be one improvement you would most like to see? • More family-oriented retail • More police presence • Eliminate prostitution, criminal activity and loitering • Reuse, improve and reinvest in the businesses and hotels on Beach Boulevard YOUR AVERAGE PARTICIPANT IS... � omAlo v 4] YAarsOv trv•y in these Postal Godes: 92804, 9z80i, 92805 Improvetheboulevard.com: The Improve the Boulevard site provided an opportunity for the public to stay involved in the process, provide feedback and ask questions. The site offered the community a forum to allow 24 hour, convenient, accessible engagement. Information on the Forum has been viewed more than 1,979 times by 368 different individuals. Participants were not required to provide additional demographic information. However, of those willing to provide information the following is known: Woman represented 57% of the participants to the site and the average age of the participants is 47 years. Participation on the site peaked leading up to the community event held on June 28 indicating that promotion, information and education outreach was successful reaching community members. I� �•utl�{� _ Page 4 PLANNING GROUP City of Santa Clarita - ' page 40 IMPRDVETHEBOULEVARD Beach Boulevard Specific Plan Outreach Project Kick Off Event (June 28 and August 7): An interactive and dynamic community workshop was held at the Haskett Library on Saturday, June 28 between 1:00 and 3:00 p.m. During this open house -style meeting, residents, property owners, and business operators were invited to explore stations focused on West Anaheim, with an emphasis on Beach Boulevard and surrounding residential neighborhoods. After providing input and comments at each stations, participants were asked to complete a survey and provide responses to eight questions meant to capture the challenges and community vision for West Anaheim. More than 120 participants joined the conversation at this event. At the request of local apartment residents, a second workshop was held at the Biltmore Apartments located at 2900 W. Lincoln Avenue on August 7, between 7:00 p.m. and 9:00 p.m. Over 40 residents attended the event. Similar to the June 28 event, this workshop offered residents the opportunity to provide input and comments at stations focused on West Anaheim. Materials were provided in English and Spanish and bilingual staff was present to accommodate the mostly Spanish-speaking crowd. Specific outcomes, participant information and a summary report of the survey are provided in the next section of this summary report. The following is a recap of the process and format of both open house events. • �, PLANNING GROUP / k. Page 5 City of Santa Clarita page 41 ®a ® IMPROVETHEBMJLEVARO M4 LM1e Cmnvi to, ixml, •oulaavnl Beach Boulevard Specific Plan Outreach Summary �Rnul,lm A.. x' I; Jill 6 1 I w¢w. !•l��vir ® MmrtYf': 19w6rv+aa...•.NVII g r...o-nn^o, •--Ill �,------ .�— It „ 3 s i General Plan: West Anaheim will be an uniquely Identifiable, quality, balanced, attractive and safe i community to live, work and visit. ' �, I I I. e.nlev rk,qr,,nn , Il,,. ,I Principles I 11. Preserve and revitalize single-family Ia. n• i - neighborhoods I„ T - 12. Enhance economic viability 3. Promote property maintenance and high BaWea„� ° 1 quality redevelopment. O study. 4. Provide recreation, and safe and connected jb Ave,) I bicycle and pedestrian opportunities, h �MU1 -l•°^ 15. Improve local image through streetscape & `"le1 eY lnirai•, Ayr i I 1 _ — —branding— P` ., .----------- �- m A. re we on Track? Nqn scrtaoitP 1 I .. ,- Id AIIL* ' aone n.. onvor Av { I 1.-_. HaN.aJ IPE I Cammmlty v. v; 1 Study Aretl ( - Area Cwmea Av. � I 1, Il� l ,415 I I Ile Ave i I ------------------------i J 1 ("N 3 PLANNING GROUP Page 6 9 a City of Santa Clarita - ”' -"` page 42 tj A1��1,y y} IMPROVEiHEBOULEVARD MI" d.o Oe .rna ler 91.116 ee.'avu. d Beach Boulevard Specific Plan Outreach Summary Station #1 - OVERVIEW and CONTEXT At this interactive station, participants were asked to identify where they live, work or visit in West Anaheim. Then they were asked to review the principles from the 2004 General Plan and respond to the following: • What has changed? • What is missing from the previous list? Stickie notes were used to capture thoughts and ideas. Facilitators worked to ensure all input was captured. Technology-based process allowed this information to be captured in an interactive electronic format that will be hosted online to allow others, not able to attend this one day event to view comments, respond, provide input and be a part of this process. L 11 ley PLANNING GROUP Page City of Santa Clanto I I I .. _--. page 43 IMPROVETHEEDULEVARO Beach Boulevard Specific Plan Outreach Summary Q� I mtlYa.IT I I wX.,are w.,>rXs.,wo,m I iII.•)jIljI saRr <naca,abnM+pW,"L[Itl1I =716 7 BmluoX+WXmYi cftea II I �9s+envr w..,, m.n a. maaT I Imwaaa' I Iread.. I l ai ia�.tldd+r MMle.a ma,m+! Isl vs hurnxepaiMu? I Xlapao...a.,ravt,wn.+ sl eo-eo � I •ypn� I I �r,wr I I I � -I 7 PIA NNiNG GROUP Page 8 - , RRR City of Santa Clarita . I - I page 44 kX.A. I 0 IMPROVETHEBOULEVARO e't m.. Cam ,...ter a, -W. a�, ....... Beach Boulevard Specific Plan Outreach Summary Station #2 - Improve Beach Boulevard Next, participants were given a virtual tour of the Boulevard. This video provided a short overview of the existing conditions and allowed participants to interact with each other and the facilitators to share their impressions and reactions. Next participants were asked to provide input on how Beach Boulevard could be improved? Participants were asked to give specific suggestions related to the following: • Safety and Access • Identity and Community Character • Economic Vitality • Transportation Options • Other Color -coded sticky notes were used to record specific responses and capture comments for each category. Attendees were also asked to provide examples of places that inspire them related to their vision of Beach Boulevard. L1 PLANNING GROUP A. Page 9 City of Santa Clarita ! i I f 0 � -- --• .. page 45 Mor IMPROVEiHEBODU5VARD Net u6., cnu'7... f r O...ki S..,Axn.d Beach Boulevard Specific Plan Outreach Summary NIAYNFY Ygppf WtlNCtw 1. INN.w KOM.•Y .� j-a/IWAYNlNt MA T 1 IYI�'NV9 W1�InfA rdklYq f IYYyrNN.Nw..nu.ilytMYd{din # f.W nH n1rw.11aY nAarain.MY f OWY�� vel.. umiak" KNUMIkeun CuMMM" ; _ - f ��1, Y4w.o- V rl.ifd./NON.Yk• ]_ MOAPwYC.� f stllbf4a ' _ lMkja•�MwoM`iM. y<o-ni.r •. . A1►n+o- N.+XlnY�1�IV de YalW.id.d ld' S_MbYiNMUIw.fWed.M4 M.Y�w W� Yydl�Y Page 10 L111ey PLANNING GROUP City of Santa Clarita 1 .1 Q 11'' ' — - '.. page 46 txAIs Mgma IMPROVETHEBOULEVARD Beach Boulevard Specific Plan Outreach Summary r .y At this station participants were asked to focus on the West Anaheim Neighborhood. Community members were asked to give specific suggestions related to the following: • Safety and Access • Identity and Community Character • Economic Vitality • Transportation Options • Other As part of this exercise, attendees were encouraged to identify challenges, opportunities and obstacles that exist today. The icon stickers were also used to identify future options for the topics listed above. • PLAMININC GROUP _ 1 Lr Page 11 Ll _ City of Santa Clanta : , f i ' �-••. -page 47 �' •r cr •g Beach Boulevard Specific Plan Outreach Summary What Have We Heard? Open House Stalli „ it"IlEfif How Would You Characterize - - _- Your Neighborhood? Estacion Assets Challenges • Friendly, outgoing neighbor • Needs updating What are the best things about West Anaheim • Quiet neighborhood Declining (physically, special features, places that you love, Divare Disadvantaged and Ignored meeting places, the look and feel, etc.)? Safe Too many apartments and condos • Pride of ownership Drugs, pimps, and prostitutes Family oriented Noisy • Working ciars improving homes • Dangerous • Gnat restaurants • No parking Vibrant community . Trak Que hemos escuchado? Que es to mejor del Oeste de Anaheim (fisicamente, Como caracterizaria su vecindario? lugares especiales, donde juntarse, la apariencia, Los Bienes Los Desaffos etc.)? • vecinosamktoses Necodta unerefprma • Vacindariostrspullm • DatllMitN • Dlvero Irddrtdo6 • Page 12� �.� PLANNING GROUP City of Santa Clarita I 1 1 ( 1 - page 48 Salem Demariado apartamentos v condominks • Osgullade ser prcplerrlo • ancillary prostitution • Odemadoa is famills - Ruidoso • to mejara de viviendas Peligraso • aast•urentesbuenos . Fella de estadonamiento • Dna comwndad Otranto • Trafico Page 12� �.� PLANNING GROUP City of Santa Clarita I 1 1 ( 1 - page 48 ®R IMPROVETHEBOULEVAR13 Beach Boulevard Specific Plan Outreach Summary Station #4 - Tell his More Guests were asked to complete a survey. The surveys were provided on-line and by hard copy. This allowed participants to provide their feedback using the format they were most comfortable with. The survey had been posted on line for the entire outreach and engagement process. The final report includes the input received from all community events, mailed in surveys, surveys completed on line and those completed in person. Survey questions were as follows: 1. What are the best things about West Anaheim (places that you love, meeting places, the look and feel, etc.)? 2. Where do you like to gather with friends and family? 3. Do you feel safe and comfortable walking in your neighborhood? 4. What might encourage you to ride the bus? 5. What might encourage you to ride your bike? 6. What areas of West Anaheim do you avoid and why? 7. What is the one improvement you would most like to see in West Anaheim? 8. What other improvements would you recommend? • Lille, �'_ PLANNING GROUP t; Page 93 City of Santa Clarita I • I'•• -•-• page 49 IMPROVUHLBOULEVARO Beach Boulevard Specific Plan Outreach Summary Community Input Summary In an effort to better understand what changes the community would like to see in West Anaheim and more specifically along Beach Boulevard, the City of Anaheim prepared the following survey. Community members were asked to complete the survey and give their input to improve the boulevard. The following provides a summary of the input received. How do you describe your association with West Anaheim? U Business owner U Resident U Property Owner U Other (check all that apply) BUSINESS OWNER BaQp^L1 Lilley City of Sarta Clarita 1 'I11 t t I .'^' page 50 lIMPROVETHEROULEVARO I.+.. inn pn�. v. L^ EJ, 7; Beach Boulevard Specific Plan Outreach Summary 1. What are the best things about West Anaheim? (physically, special features, places that you love, meeting places, the look and feel, etc j Positives Physically Big backyards Large sized residential lots for homes Gardens Great landscaping Streets are well maintained Special Features Library Youth Center School Family-oriented Activities for all ages Variety unlike south county This area is a convenient location to all Southern California venues Tourism It is a quiet city Police are responsive and do a good job Places You Love/ Meeting Places Restaurants Parks Schwitzer Park Coffee houses Cafes Bistros Microbrewery Wine tastings Jazz clubs Packing house Downtown area Large parks The churches The schools The Look and Feel The people that live by me Caring neighbors My home The homes are unique, big and charming Great sense of community Negative Impressions Not much Security for children Security is an issue We don't love West Anaheim anymore Nothing at all Honestly my kids go to Cypress, I shop in Cypress, and eat, play in other places. a�IIey PLANNING GROUP Page 15 City of Santa Clarita I I I! l' 1 • -• ..• page 51 MPN Mg IIMPROVETHEBOUiEVARD Beach Boulevard Specific Plan Outreach Summary 2. Where do you like to gather with friends and family? "The Community" Adventure City/Hobby City Anaheim Plaza Beach and Lincoln f Biltrpore Apartments Breweries Cerritos Church Coffee places i. Community Center Disneyland Don Jose 's restaurant Downtown Disney I Downtown Fullerton East-West shopping center Fountain Valley, By mile square park Hasket Library Home �Huntington Beach = Irvine Keno's st Maxwell Park Mobile home club house Movies Newport Beach Old Towne Orange Orange Park Packing House Parks Paul's Place Playground Reid Park Restaurants Second Street in Bel Mont Shores for shopping Senior Center South Coast Plaza Sports fields The Block in Orange Theater and Bella Terra Mall Wine tasting places Yorba Linda Youth Center City of Santa Clanta �qlj page 52 IIMPROVEfHEBOULEVARO tluc em. C,:n..-nn iv:• U ueJ. .-_ Beach Boulevard Specific Plan Outreach Summary 2a. What makes the above places special? Ambiance Atmosphere Beautiful design Better then what West Anaheim has to offer Character Clean Convenient location Cypress College Friendly Good food It's big Less parking problems Many activities for seniors Meets my needs My home and community New and lively Li ley Nice restaurants Nothing Options Relaxed Safe Shopping The energy The people The vibe They are within walking distance Unique Venue changes Very colorful Well lit areas Well maintained PLANNING GROUP Page 17 mM AO,% City of .Santa Clarita I I I It ` ^•�4114111 page 53 7�., 7 mM AO,% City of .Santa Clarita I I I It ` ^•�4114111 page 53 tIANfli IMPROVETHEBOULEVARD Beach Boulevard Specific Plan Outreach Summary 2b. Describe Characteristics of Your Neighborhood Positives IFFW Friendly, outgoing neighbors Quiet neighborhood Diverse Safe Pride of ownership Family-oriented Working class improving homes Great restaurants Vibrant community Many long time residents Negatives Needs updating Disadvantaged and Ignored Declining Too many apartments and condos Drugs, pirnps, and prostitutes Noisy Dangerous No parking Risky drivers Traffic Over built Needs help Okay Fair Good choice Nice neighborhoods Proud Peaceful Historic homes, lovingly restored Changing Very good Well kept Good shops Really bad on Beach Blvd Neglected Desperate Dirly So-so Homeless people Low income Busy Decaying infrastructure Really bad on Ball Rd. Aging - d-004 Page t9 lj *111 ey PLANNING GROUP 54 City of Santa Clan[a i . — o 1'• page �An m0 IIMPROVETHEBOULEVARD Beach Boulevard Specific Plan Outreach Summary NUMBER OF RESPONSES 3. Do you feel safe and comfortable No.............................................72 walking in your neighborhood? Yes............................................44 Sometimes................................10 Only during the day .................. 20 Why or why not? 60 50 40 30 20 10 0 NO YES SOMETIMES ONLY DURING THE DAY • ', PLANNING GROUP _u'I,. t Page 19 City of Santa Clarita I Ill. .—.. - Paye 55 �u IMPRDVETHEBODUoVARD Beach Boulevard Specific Plan Outreach Summary 4. Would you use a bus if it were convenient? NUMBER OF RESPONSES No............................... 68 Yes............................... 35 Maybe ........................... 2 4a. What might encourage you to ride the bus? A much better clientele A shopping shuttle bus Already ride the bus Availability Being able to find a seat most busses very crowded Better access Clean Better routes Better service Cheaper bus passes Cleaning up Beach Blvd. Convenient service and closer bus stops Frequency/ More frequent stops Friendlier High gas prices Lower bus fare More attention to homeless riding the bus More buses More connectivity to major transit centers More knowledge of routes and times More safety Only on necessity Reduce crime Safe environment Traffic congestion Stopping at desirable destinations like children's water park Page 20 11 `, y PLANNING GROUP City of Santa Clarita 116['' ` """""" page 56 MM IMPRDVETHEBOUucVARD Ye tl`n Crturan {oma 9rJi 9nu4.vpM Beach Boulevard Specific Plan Outreach Summary 5.Do you ride your bike in West Anaheim? eo 50 40 30 20 10 0 NO VES No ..... 71 Yes.... 29 5a. What might encourage you to ride your bike? Place to ride Already do :$each is way too dangerous Better bike lanes Better health Better sidewalks Bike awareness Bike trails on rail easement Close destinations Dedicated bike lanes Health reasons Less crime Less street people Nothing I do not ride bikes IF I didn't need to drive If my car is inoperable More bicycle safety Somewhere to ride Traffic congestion Wouldn't ride it PLANNING GROUP Page 21 City of Santa Clanta page 57 IMPROVETHEBOULEVARD Beach Boulevard Specific Plan Outreach Summary 6. What areas of West Anaheim do you avoid? "Motel City'* 7-11, CVS lots, rite -aid after dark Almost all my nearby areas Ball Rd. * Beach Blvd* Behind our apartments Brookhurst Cerritos Crime areas Dale Euclid Katella and Harbor Knott Known gang areas La Palma Laxore Street Lincoln* Magnolia Motels and Bars Night club - EI Calor Orange* Orange and Beach Blvd Pacific Place Parks* Poorly lit streets Strip Malls* The park Wal Mart * = several responses 6a. What makes you want to avoid those places? Crime Illegal activities Dangerous No entertainment Drugs Street people Gangs Traffic 7i CIO a F Page 22 L i 11 e y PLANNING GROUP City of Santa Cbri'a I ,I I I I' 1 •^••••.•-, page 58 I, CIO a F Page 22 L i 11 e y PLANNING GROUP City of Santa Cbri'a I ,I I I I' 1 •^••••.•-, page 58 fIMPROVETHEBOULEVARD OO qw Cwnvba Beach Boulevard Specific Plan Outreach Summary 7. What is the one improvement you would most like to see in West Anaheim? A mall to shop and take family A new look for motels on Beach A new Trader Joe's. How about in the vacant "Fresh & Easy" at Euclid & Broadway? High end restaurants Better shopping Highway 39 as a destination shopping, eating and entertainment area Complete the West Gate Development and do something with the big empty sand lot (17 acres) '.Apartment complexes removed Lincoln Beach Blvd Beach motels gone` More Police Safer Clean Get rid of the street people Code enforcement Modernization Underground utility lines Performing Arts Center for entertainment Cultural Center/Community Center 1,1116 ♦ PLANNING GROUP Senior Center Youth Activity Center Bike and walking trails Alternative methods of transportation A traffic study involving all cities along Beach Blvd. To get the traffic moving better Better streets Wider streets/Street improvements Open green space/ Better landscaping Crosswalk at Lincoln and Bel Air Street Medical clinics Police surveillance More churches Pedestrian lighting 99 cent store Smart N Final Parks Turn signal light added at Schweitzer Elementary Water park Active sports park Supermarkets Activities for adults and children Page 23 City of Santa Clarity page 59 MS IMPROVEfHEBODUEVARD 8,L .nn Go,mry fw LnouM1 Bou.. Beach Boulevard Specific Plan Outreach Summary 8. What other improvements would you recommend? Better restaurants Family -friendly gathering places Finish all the development Higher end shopping Senior Center Center for homeless people More bike lanes Improved lighting Landscaping Safer Sidewalks Re -paving the streets Remove graffiti Clean up old houses Close all motels Remove all motels* Less traffic More Police No more street people Slower traffic Address prostitution on Beach Blvd Address gang issues Stop light at Lincoln and Bel Air Security Traffic congestion Street lighting Women walking on Beach Blvd do not feel safe, motorists honk and leer at them, need more security Remove graffiti Need more community watch streets Page 24 Li I IO 11 7 PLANNING GROUP City of Santa Clarita I ! i """""" page 60 AIE tMI; IMPROVETHESOULEVARO .,...�.�W „, an„ Beach Boulevard Specific Plan Outreach Summary A. Help us better understand the challenges and/or opportunities of West Anaheim: More parking for apartments and condos More visible police Lincoln/Beach corner Improve Ball Rd Declining neighborhoods Eliminate street people Safer Increase presence of government in West Anaheim Leave mobile home park alone More community meetings More police More grocery stores Clean up the area sj Rezone certain areas Neighborhood Watch Program West Anaheim is declining each day The problem is crime There are 3 or more generations living in homes Please eliminate the motels* Community Centers for seniors Continue to encourage friendly neighbors Bike lanes B. What brought you to West Anaheim? A bigger home A good sense of community A place to live Affordable housing Beautiful residential neighborhoods Childhood home Clean, pride of ownership and their community Family Family lived in the area Good area to raise children Inherited home Home values Large lot size PLANNING GROUP b Marriage New homes being built Love the area and the amenities Entertainment Good code enforcement Good schools Heard Orange County is better than Los Angeles county It was a growing area of then lightly developed county mortgage certificate credit Shops A teaching contract Business Page 25 City of Santa Clarita page 61 IMPROWHEBOULEVARD Beach Boulevard Specific Plan Outreach Summary C. Are there any places in West Anaheim where sidewalks are needed? Academy and surrounding streets Along Eastside of Gilbert between Broadway and Orange Along the south side of Crescent along the drainage basin between Brookhurst and Lincoln Area between N Gilbert to Sequoia Av and Valdina to W La Palma BI. Ball between Beach and Western Ball Rd between Magnolia Ball Rd near Dale Difficult for people with wheelchairs: More sidewalk ramps Everywhere Many sidewalks need to be improved because of uplifting by large trees in strip between street and sidewalk Midwood Manor None On Ball road, west of Halliday before Western. People are always being forced to walk in the street Orange Avenue between Euclid and Nutwood Terinamar Unincorporated neighborhood streets We can't keep up with the current sidewalks � r Page 26 PLANNING GROUP City of Santa Carta I ilk `� """" . page 62 M a(] IMPRDVETHEBOULEVARD Snc Mp" fm b .. n 9nr.a Beach Boulevard Specific Plan Outreach Summary E. Do any of the following create a negative impact in West Anaheim? Check all that apply. traffic lighting building design noise retail selection landscaping 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% II PLANNING GROUP �J �� Page 27 City of Santa Clarlta I....... page 63 Section 13. Alternative Proposals N/A Section 14. Conflicts of Interest Our firm and staff do not have any possible conflicts of interests with other clients affected by actions performed by the firm on behalf of the City. Lilley Planning Group has solely been contracted with city agencies only to avoid any potential conflicts of interest. Please note that we have not had any work cancelled, failed to complete or refused to complete for any reason. All of our contracts that have ended have been completed and have ended due to the finalization of the need of services. We have never had a contract terminated for negative reasons. We pride ourselves in completing all contracts on time and on or under budget. We are especially proud of the reputation that we have built and that is evidenced by the fact that our clients extend our contracts, hire us back for repeat services and refer us to other agencies. Section 15. Additional Information The Lilley Planning Group's core business is providing planning review services and discretionary case review for city clients throughout Southern California. This is our firm's expertise and our staff's focus. We have provided contract planning services for cities for more than 20 years. Our planning staff has previous experience working as employees in public agencies allowing them the benefit of understanding the unique needs and conditions of the planning department. We have expertise in reviewing applications, processing entitlements, preparing staff reports and presenting information to decision-making bodies. The added benefit of using the Lilley Planning Group: • Our firm only bills for the time our staff spends doing the work of the City. We do not bill you for invoice preparation, supervision or training of our team, our administrative functions or our internal management. • We do not charge our clients for commuting, clerical service, resolving issues or meeting to discuss assignments with our Contract Manager. Our invoices will provide for you a review of the case history, summary of the total amount of time and money incurred and the remaining funds available on account to keep applicants and city staff apprised of the situation. The Lilley Planning Group is an expert in providing the proposed services to public agencies. Our firm possesses the following strengths: City of Santa Clarita IJI 110 �' " ""'"" page 64 • We specialize in providing case processing and planning review services to public agencies and has the staff and systems capable to meet and exceed this request by ensuring the following: • Meet all deadlines and standards of quality for the client; • Integrate seamlessly into department operations; • Effectively contain consulting costs and provide support to provide billing support for the City's cost recovery system; • Establish excellent customer relations on behalf of the City with citizens and applicants; • We do not provide services to the private sector and do not have conflicts of interest; • All of our staff have extensive public agency planning experience; • We have staff with experience specific to the City of Lake Forest; and • The Lilley Planning Group has a full team of professionals to provide additional staff services when needed to meet the changes that the City may face. City of Santa Clarita ±.Il l ('\-••••-• • • page 65 PART 11: Cost Proposal (Submitted Separately as Required) City of Santa Clarita I • I , I I i (I;, '°a• page 66 i cl PLANNING GROUP January 22, 2015 City of Santa Clarita Purchasing 23920 Valencia Blvd., Suite 120 Santa Clarita, CA 91355-2196 Subject: Proposal Fees/Budget for Land Use Consultant To Whom it May Concern: Thank you for the opportunity to submit our response to the City of Santa Clarita's request for a Land Use Consultant. The following information provides for you our proposed fees for this work effort. 1. We have proposed a team of professionals to assist with this task and ensure efficiency and work level appropriate to the tasks. Should the City determine that a different level of service is required other than that submitted the following is our Labor List and Hourly Rate applied to this work effort: Project Manager: $120.00 Senior Planner: $100.00 Associate Planner: $70.00 2. We do not have supplies or equipment necessary for this work effort. 3. We are not proposing subconsultants for this effort so no fees or schedule has been provided. 4. All travel time and costs have been included in this proposal. No additional travel or accommodation will be necessary provided the proposed scope of work. 5. We have built in a 1017o contingency for any miscellaneous costs. It is important to note that this is a not -to -exceed bid. Should tasks or time be found unnecessary we will not bill for that work. The only work the City will pay for is the work authorized, scoped and completed. We have included two optional tasks in our proposal that we believe will be helpful in completing this task. These tasks are outside of the City's requested scope and so they have not been included in the proposed fee program. With Appreciation Jennifer A. Lilley, AICP President Lilley Planning Group Ms. Jennifer Lilley is the President and authorized to bind the firm for this work program. The proposal attached is a firm offer for a 60 -day period. The proposed work will be performed at the not to exceed price inclusive of all meetings and tasks outlined. 9 a N bU O C„J 5Y �4 Cd U Y W O U v d �D it w 0 F ON O Qi M 7 Vii � Y N Z` � � N O bM9 6N9 6M9 F � aE-G y. M w 00 "u o ey F' G ct e t� en a eD U b eu NVQ � F e e o is d W4 9 F aaa e V4 we t12 N ryE O d O ON O O O �. N a F M d CCp N « a+ F a. F Ff w C °�C z.�. y o•.^ G ..w 43