HomeMy WebLinkAbout2021-01-26 - AGENDA REPORTS - PROFESSIONAL SERVICES AGMT (2)O
Agenda Item: 6
P
CITY OF SANTA CLARITA AGENDA REPORT
CONSENT CALENDAR
CITY MANAGER APPROVAL:1
DATE: January 26, 2021
SUBJECT: AWARD A PROFESSIONAL SERVICES AGREEMENT TO UPDATE
THE CITY OF SANTA CLARITA HOUSING ELEMENT, SAFETY
ELEMENT, AND ASSOCIATED CEQA REVIEW
DEPARTMENT: Community Development
PRESENTER: James Chow
RECOMMENDED ACTION
City Council:
1. Award a professional services agreement to 4LEAF, Inc., in the amount of $250,362 and
authorize a contingency of $37,554, for a total contract amount not to exceed $287,916, for
the preparation of updates to the Housing Element, Safety Element, and the associated
California Environmental Quality Act review.
2. Authorize the City Manager, or designee, to execute all necessary documents,
subject to the approval of the City Attorney.
BACKGROUND
The City of Santa Clarita's (City) current Housing Element, which covers the planning period
from 2014-2021, was adopted by the City Council and certified by the California Department of
Housing and Community Development (HCD) in October 2013. The Housing Element, which is
a key component of the City's General Plan, includes the City's housing strategy to plan for
existing and projected housing demand, identify adequate sites to accommodate the City's
allocated share of regional housing needs, and analyze local policies, regulations, and
requirements that have the potential to constrain development of housing for all income levels.
Per state law, the City is required to update its Housing Element for every eight -year cycle, and
HCD has established October 15, 2021, as the deadline for certification of the City's 6th Cycle
Housing Element for the 2021-2029 planning period. As part of the Housing Element update, the
Safety Element must be evaluated and updated to address climate adaptation and the risk of fire
in very high fire hazard severity zones, as required by state law. It is anticipated that the updates
to the Housing Element and Safety Element would be considered by both the Planning
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Commission and City Council in late summer and early fall of this year.
On January 28, 2020, the City Council authorized staff to submit an application to HCD for a
$625,000 grant authorized under the Planning Grants Program provisions of Senate Bill 2 (SB2)
to fund plans that streamline housing production, including updating the City's Housing
Element. The S132 grant award was issued on June, 16, 2020.
The City conducted a Request for Proposals (RFP) to solicit proposals from qualified consulting
firms to prepare updates to the City's Housing Element, Safety Element, and associated
California Environmental Quality Act (CEQA) review. The RFP was published on November 5,
2020, and distributed to 486 firms. There were 24 downloads of the RFP package, with one
proposal submitted by the December 16 deadline. The single proposal received could be
attributed to the limited capacity of qualified firms who are involved in the Housing Element
updates for the 197 jurisdictions in the Southern California Association of Governments region.
Staff evaluated the proposal based on the following selection criteria:
• Consultant qualifications, plan of study/scope of work, program management
• Experience on similar projects
• Thoroughness of the proposal, approach to providing sound services, and ability to
provide services to meet objectives and standards
• References
A panel of City staff members evaluated and scored the responsive proposal, based on the above
criteria. The results are shown below:
COMPANY
LOCATION
SCORE
4LEAF, Inc.
I Newport Beach, CA
92 / 100
Staff recommends 4LEAF, Inc., to prepare updates to the City's Housing Element, Safety
Element, and the associated CEQA review. The 4LEAF, Inc., team is an experienced planning
firm, has successfully obtained certification of Housing Elements for various jurisdictions
throughout the state, and is preparing the 2021-2029 Housing Element updates for several
Southern California jurisdictions.
The RFP and the proposal submitted by the recommended firm are available in the City Clerk's
Reading File. The proposal outlines the services and materials that will be provided if approved.
ALTERNATIVE ACTION
Other actions as identified by the City Council.
FISCAL IMPACT
The proposed update to the Housing Element would utilize a portion of the funds the City
received under the State of California's S132 Planning Grants Program. These funds were
appropriated during the City's Fiscal Year 2020-21 annual budget process to expenditure account
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13110-5161.001 (Fund 259 Miscellaneous Grants). This action has no impact to the General
Fund.
ATTACHMENTS
Request for Proposals (available in the City Clerk's Reading File)
4LEAF, Inc. Request for Proposals Response (available in the City Clerk's Reading File)
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City of
kjANTA CLARITA,
NOTICE INVITING PROPOSALS
PROPOSAL INSTRUCTIONS
PROPOSAL # CD-20-21-13
2021-2029 Housing Element Update
1. SUBMITTING PROPOSALS.
1.1. The response must be submitted on this form and include all forms provided or information
requested or required by the scope of work or specifications, (uploaded via BidNet).
1.2. All documentation of unit pricing or other cost breakdowns as outlined in this proposal must be
submitted to support the total proposed price.
1.3. Proposals/corrections received after the closing time will not be accepted. The City will not be
responsible for proposals not properly or timely, uploaded. Upon award, all submissions become
a matter of public record.
2. ADDENDA. The City will not accept responsibility for incomplete packages or missing addenda. It is
the vendor's responsibility to monitor BidNet for release of the addenda prior to submission of the
quote to make certain the package is complete and all required addenda are included. This
information will be available via BidNet. Vendors are cautioned against relying on verbal information
in the preparation of proposal responses. All official information and guidance will be provided as
part of this solicitation or written addenda. Addenda, if issued by the Agency, will be transmitted via
BidNet. Addenda must be digitally acknowledged through BidNet in addition to a printed and signed
version submitted with the proposal. If addenda are not signed and submitted with the proposal
response, the proposal may be deemed non -responsive and rejected.
3. AWARDS.
3.1. The City reserves the right waive any informality in any proposal.
3.2. This RFP does not commit the City to award a contract, or to pay any amount incurred in the
preparation of the proposal. The City reserves the right to accept or reject all proposals received
as a result of this request, to negotiate with any qualified consultant, or to cancel this RFP in part
or in its entirety. The City may require the selected consultant to participate in negotiations and
to submit such technical, price, or other revisions of the proposal as may result from negotiations.
The City reserves the right to extend the time allotted for the proposal, and to request a best and
final offer, should it be in its best interest to do so.
3.3. The proposal may be awarded in its entirety as proposed; however, the City reserves the right to
award elements of the work, independently, and to do portions "in-house." Additionally, the City
reserves the right to award subsequent work on this project based on information presented in
this proposal, without recourse to a separate or subsequent RFP process, should it be in its best
interest to do so.
3.4. The City may make an award based on partial items unless the proposal submitted is marked "All
or none." Where detailed specifications and/or standards are provided the City considers them
to be material and may accept or reject deviations. The list of proposals submitted will be posted
on BidNet, normally within 24 hours.
4. BONDS.
4.1. When deemed necessary by the City, proposal bonds shall be furnished by all vendors in the
amount of at least 10% of the total value of the proposal OR 10 % of the value of the 1st year of
service for service projects, to guarantee that proposers will enter into contract to furnish goods
or services at prices stated. The bonding company must be listed on Treasury Circular 570 and
licensed to operate in the state of California.
4.2. Likewise, a Performance Bond and/or Material and Labor bonds may be required of the
successful vendor when stated in the specification (cash deposit, certified or cashier's check or
money order may be substituted in lieu of either bond).
4.3. Original Bond or Cashier's Check MUST be received AT CITY HALL, 23920 Valencia Blvd., Santa
Clarita, CA 91355, ATTENTION SUITE 120 and marked with the words "PROPOSAL BOND FOR"
and the proposal #, NO LATER THAN the proposal due date and time, for the vendor to be
considered responsive.
5. BRAND NAMES, ALTERNATIVES, OR EQUIVALENTS.
5.1. The use of the name of a manufacturer, or any specific brand or make, in describing any item
contained in the solicitation document does not restrict vendors to the manufacturer or specific
article, this means is being used simply to indicate a quality and utility of the article desired; but
the goods on which bids/quotes/proposals are submitted must in all cases be equal in quality
and utility to those referred to. This exception applies solely to the material items in question
and does not supersede any other specifications or requirements cited. Materials differing from
stated specifications may be considered, provided such differences are clearly noted and
described, and provided further that such articles are considered by a City official to be in all
essential respects in compliance with the specifications.
5.2. If you plan on bidding/quoting/submitting a proposal with an alternative or equivalent product
please provide the cut sheet/spec sheet or detailed product description for the proposed
product via the BidNet Q&A section. For each product proposed documentation provided must
include a description reflecting the characteristics and level of quality that will satisfy the salient
physical, functional, or performance characteristics of "equal" products specified in the
solicitation. The proposal must also clearly identify the item by brand name (if any), and
make/model number. In addition, the proposal may include descriptive literature such as
illustrations, drawings, or a clear reference to previously furnished descriptive data or
information available to the City, and clearly describe any modifications the offeror plans to
make in a product to make it conform to the solicitation requirements. Staff will provide an
answer via BidNet if the proposed product will be considered.
5.3. Any alternatives or equivalent product proposals must be made prior to the last day for
questions. The City has the option of accepting or rejecting any alternative or equivalent
product. Exception is made on those items wherein identical supply has been determined
necessity and the notation NO SUBSTITUTE has been used in the specification section.
6. COOPERATIVE BIDDING. Other public agencies may be extended the opportunity to purchase off this
solicitation with the agreement of the successful vendor(s) and the City of Santa Clarita. The lack of
exception to this clause in vendor's response will be considered agreement. However, the City of
Santa Clarita is not an agent of, partner to or representative of these outside agencies and is not
obligated or liable for any action or debts that may arise out of such independently negotiated "piggy-
back" procurements.
7. DELIVERY. Unless otherwise specified, delivery shall be D.D.P., the City of Santa Clarita, site of user
division and contract delivery may begin no later than fifteen (15) calendar days from receipt of order.
8. INVOICES. Invoices will be forwarded to:
City of Santa Clarita
CD - Planning
Attn: James Chow
23920 Valencia Blvd. Ste. 295
Santa Clarita, CA 91355-2196
Invoices will reflect the purchase order # and goods or service delivered in accordance with the terms
of the contract. Invoice processing begins on receipt of the material or invoice, whichever is later.
9. DEPARTMENT OF INDUSTRIAL RELATIONS REQUIREMENTS. No BIDDER or subcontractor may be
listed on a bid proposal for a public works project (submitted on or after March 1, 2015) unless
registered with the Department of Industrial Relations pursuant to Labor Code Section 1725.5 [with
limited exceptions from this requirement for bid purposes only under Labor Code Section 1771.1(a)].
No BIDDER or subcontractor may be awarded a contract for public work on a public works project
(awarded on or after April 1, 2015) unless registered with the Department of Industrial Relations
pursuant to Labor Code Section 1725.5. This project is subject to compliance monitoring and
enforcement by the Department of Industrial Relations.
10. PREPARATION. All proposals and required forms must be uploaded as laid out in the BidNet General
Attachments Section.
11. REJECTION. The City reserves the right to reject any or all proposals and to waive any informality in
any proposal. The City may reject the proposal of any vendor who has previously failed to perform
properly, or complete on time, contracts of a similar nature, or to reject the proposal of a vendor who
is not in a position to perform such a contract satisfactorily. The City may reject the proposal of any
vendor who is in default of the payment of taxes, licenses or other monies due to the City of Santa
Clarita.
12. RENEWAL AND PRICING ADJUSTMENT. Contracts entered into pursuant to this RFP may be renewed
annually, one time, in accordance with the terms of the contract. If not otherwise stated, the contract
may be renewed if the new pricing of the contract does not change more than the Consumer Price
Index - All Urban Consumers (not seasonally adjusted), Los Angeles Area -Riverside -Orange county
area and prevailing wage rates, if applicable. The index level for the month preceding the month of
solicitation advertisement will become the beginning index. The price adjustment limit will be the
percentage change based on the difference between the beginning level or the adjustment level last
used and the index level for the period 90 days prior to the award anniversary. The final adjusted
amount will be determined by purchasing staff. If a price adjustment is not requested prior to the
award anniversary date, the previous year's rates will apply.
13. STATE CONTRACTOR'S LICENSE. If requested and in accordance with the provisions of California
Public Contract Code Section 3300, the successful vendor shall submit proof of a State Contractor's
License, C-27 with bid response. Failure to possess the specified license shall render the bid as non-
responsive and shall act as a bar to award the contract to any bidder not possessing said license at the
time of award. As provided for in Section 22300 of the California Public Contract Code, the Contractor
may substitute securities for monies withheld by the City to ensure performance under the contract.
14. PREVAILING WAGES. This contract is subject to the State prevailing wage requirements of the
California Labor Code including, but not limited to, Sections 1770, 1771.5, 1773, 1776 and 1777.5.
Contractor shall comply with California prevailing wage laws including, to the extent applicable, Labor
Code Section 1720.9. Pursuant to Section 1773 of the Labor Code, the general prevailing wage rates
in the county, or counties, in which the work is to be done have been determined by the Director of
the California Department of Industrial Relations. These wages are set forth in the General Prevailing
Wage Rates for this project, available from the California Department of Industrial Relations' Internet
web site at Irnti;;ti;; a: .dliu . a. �a GIipIF ll... II Iipu eWa el Deti;;eu irm liinati�oin.lhtirn. Future effective general
I......................................................................................................................................................................................i�................................................................................................................................
prevailing wage rates which have been predetermined and are on file with the California Department
of Industrial Relations are referenced but not printed in the general prevailing wage rates. A copy of
the prevailing rate of per diem wages shall be posted at the job site. The Contractor is responsible for
obtaining a current edition of all California statutes and regulations, and adhering to the latest editions
of such.
15. FEDERAL PREVAILING WAGE. This is a federally funded project and the Davis Bacon Act will be
enforced. The current General Decision of wage determinations issued by the United States
Department of Labor is set forth at the following website address: Irnti.tiaIrati irm.Aoy If there is a
difference between the prevailing wage rate determined by the Department of Labor and the
prevailing wage rate predetermined by the Director of Industrial Relations for similar classifications
of labor, the Contractor and its Subcontractors shall pay not less than the higher prevailing wage rate.
The Agency will not accept lower State prevailing wage rates not specifically included in the Federal
prevailing wage determinations. This includes "helper" (or other classifications based on hours of
experience) or any other classification not appearing in the Federal prevailing wage determinations.
Where Federal prevailing wage determinations do not contain the State prevailing wage rate
determination otherwise available for use by the Contractor and Subcontractors, the Contractor and
Subcontractors shall pay not less than the Federal prevailing wage rate which most closely
approximates the duties of the employee(s) in question. The prevailing wage rate for any classification
not listed by the Department of Labor or the Director of Industrial Relations, but which may be
required to execute the Contract, shall be in accord with specified rates for similar or comparable
classifications or for those performing similar or comparable duties, within the Agency's
determinations.
16. SUBCONTRACTORS. For all projects, the vendor must list any subcontractors that will be used, the
work to be performed by them, and total number of hours or percentage of time they will spend on
the project.
Each BIDDER must submit with his bid the following:
• The Full name of each subcontracting firm as required by Government Code, Sec. 4201, typed or
legibly printed.
• The address of each firm.
• The telephone number at the place of business.
• Work to be performed by each subcontracting firm.
• Total approximate dollar amount of each subcontract.
• If sub -contractor is participating as a Disadvantaged Business Enterprise (DBE), the following
additional information is required on the "Designation of Subcontractors" form enclosed:
➢ Status as a DBE, age of the firm and the annual gross receipts.
• Submit the "Designation of Subcontractors" form enclosed herewith. No Contract shall be
considered unless such list is submitted as required.
Copies of subcontracts will be provided to the City Engineer upon his request.
17. PREVAILING WAGES, MONITORING AND ENFORCEMENT. This Project is subject to the requirements
of Division 2, Part 7, Chapter 1 of the Labor Code (Public Works). Contractor shall pay to persons
performing labor in and about Work provided for in the Contract Documents an amount equal to or
more than the general prevailing rate of per diem wages for (1) work of a similar character in the
locality in which the Work is performed and (2) legal holiday and overtime work in said locality. The
per diem wages shall be an amount equal to or more than the stipulated rates contained in a schedule
that has been ascertained and determined by the Director of the State Department of Industrial
Relations and Owner to be the general prevailing rate of per diem wages for each craft or type of
workman or mechanic needed to execute this Contract. Contractor shall also cause a copy of this
determination of the prevailing rate of per diem wages to be posted at each Site.
Contractor shall forfeit, as a penalty to Owner, Two Hundred Dollars ($200.00) for each worker
employed in performing labor in and about the Work provided for in the Contract Documents for each
Day, or portion thereof, that such worker is paid less than the said stipulated rates for any work done
under the Contract Documents by him or her or by any Subcontractor under him or her, in violation
of Articles 1 and 2 of Chapter 1 of Part 7 of Division II of the California Labor Code. The sums and
amounts which shall be forfeited pursuant to this paragraph and the terms of the Labor Code shall be
withheld and retained from payments due to Contractor under the Contract Documents, pursuant to
this Document 00 7200 and the Labor Code, but no sum shall be so withheld, retained or forfeited
except from the final payment without a full investigation by either the State Department of Industrial
Relations or by Owner. The Labor Commissioner pursuant to Labor Code Section 1775 shall determine
the final amount of forfeiture.
Contractor shall insert in every subcontract or other arrangement which Contractor may make for
performance of work or labor on Work provided for in the Contract, provision that Subcontractor shall
pay persons performing labor or rendering service under subcontract or other arrangement not less
than the general prevailing rate of per diem wages for work of a similar character in the locality in
which the Work is performed, and not less than the general prevailing rate of per diem wages for
holiday and overtime work fixed in the Labor Code.
Contractor stipulates that it shall comply with all applicable wage and hour laws, including without
limitation Labor Code Section 1813. Failure to so comply, including without limitation Labor Code
Section 1776, shall constitute a default under this Contract.
This Project is subject to prevailing wage compliance monitoring and enforcement by the
Department of Industrial Relations.
17.1 Contractor and Subcontractors must keep accurate payroll records, showing the name, address,
social security number, work classification, straight time and overtime hours worked each day
and week, and the actual per diem wages paid to each journeyman, apprentice, worker, or other
employee employed by him or her in connection with the Work of the Contract Documents.
Each payroll record shall contain or be verified by a written declaration as required by Labor
Code Section 1776.
17.2 With each application for payment, Contractor shall also deliver certified payrolls to Owner as
set forth above in this Document 00 7200 (General Conditions), and concurrently therewith (but
in no event less frequently than monthly) directly to the Labor Commissioner in the format
prescribed by the Labor Commissioner
17.3 Contractor shall post all jobsite notices if and when prescribed by regulation.
17.4 The payroll records enumerated above must be certified and shall be available for inspection at
all reasonable hours at the principal office of Design -Build Team as required by Labor Code
Section 1776.
17.5 Contractor shall inform Owner of the location of records enumerated above, including the street
address, city and county, and shall, within five working Days, provide a notice of a change of
location and address.
17.6 Contractor or Subcontractor has 10 Days in which to comply subsequent to receipt of a written
notice requesting the records enumerated above. In the event that Contractor or Subcontractor
fails to comply with the ten -Day period, he or she shall, as a penalty to Owner on whose behalf
the contract is made or awarded, forfeit $100.00 for each calendar Day, or portion thereof, for
each worker, until strict compliance is effectuated. Upon the request of the Division of
Apprenticeship Standards or the Division of Labor Standards Enforcement, these penalties shall
be withheld from progress payments then due. Contractor is not subject to a penalty
assessment pursuant to this paragraph due to the failure of a Subcontractor to comply with this
paragraph.
17.7 Contractor shall also deliver certified payrolls to Owner with each Application for Payment as
described in Section 00 2000 (Measurement and Payment).
17.8 Contractor will be fully responsible for reporting to and providing all documentation and other
information required by the Department of Industrial Relations, and for paying all resulting
penalties, fines, and other amounts due on account of any prevailing wage or other labor, wage
or hour violation. Without limiting the foregoing, Contractor will forward certified payroll
records directly to the Labor Commissioner in accordance with 8 CCR.
17.9 Pursuant to 8 CCR 16451, Contractor shall post on the Project Site a Notice containing the
following language:
"This public works project is subject to monitoring and investigative activities by the Compliance
Monitoring Unit (CMU) of the Division of Labor Standards Enforcement, Department of Industrial
Relations, State of California. This Notice is intended to provide information to all workers
employed in the execution of the contract for public work and to all contractors and other
persons having access to the job site to enable the CMU to ensure compliance with and
enforcement of prevailing wage laws on public works projects.
The prevailing wage laws require that all workers be paid at least the minimum hourly wage as
determined by the Director of Industrial Relations for the specific classification (or type of work)
performed by workers on the project. These rates are listed on a separate job site posting of
minimum prevailing rates required to be maintained by the public Team which awarded the
public works contract. Complaints concerning nonpayment of the required minimum wage rates
to workers on this project may be filed with the CMU at any office of the Division of Labor
Standards Enforcement (DLSE).
Local Office Telephone Number: [Contractor to provide]
Complaints should be filed in writing immediately upon discovery of any violations of the
prevailing wage laws due to the short period of time following the completion of the project that
the CMU may take legal action against those responsible.
Complaints should contain details about the violations alleged (for example, wrong rate paid, not
all hours paid, overtime rate not paid for hours worked in excess of 8 per day or 40 per week,
etc.) as well as the name of the employer, the public Team which awarded the public works
contract, and the location and name of the project.
For general information concerning the prevailing wage laws and how to file a complaint
concerning any violation of these prevailing wage laws, you may contact any DLSE office.
Complaint forms are also available at the Department of Industrial Relations website found at
www.dir.ca.gov/dlse/PublicWorks.html."
17.10 Contractor shall assist Owner in conducting the pre -job conference required by 8 CCR 16454.
17.11 Contractor and all Subcontractors shall keep accurate payroll records in accordance with Labor
Code Section 1776. Such records shall be furnished to the Compliance Monitoring Unit each
month, no later than the time Contractor submits each Application for Payment as described in
Section 00 2000 (Measurement and Payment). and within 10 days of any separate request by the
Compliance Monitoring Unit. Payroll records shall be furnished in a format prescribed by section
16401 of Title 8 of the California Code of Regulations, with use of the current version of DIR's
"Public Works Payroll Reporting Form" (A-1-131) and "Statement of Employer Payments" (DLSE
Form PW26) constituting presumptive compliance with this requirement, provided the forms are
filled out accurately and completely. If the Compliance Monitoring Unit has provided for and
requires the electronic submission of certified payroll reports in lieu of paper forms, Contractor
shall comply with the electronic submission requirements. Contractor shall provide Owner with
a concurrent hard copy of any electronic payroll report submission.
17.12 If directed by the Labor Commissioner, Owner shall withhold Contract payments when payroll
records are delinquent or inadequate.
18. TERMINATION. The City may terminate any purchase, service or contract with or without cause either
verbally or in writing at any time without penalty.
The City of Santa Clarita's "Terms and Conditions" is found on a separate attachment in BidNet.
DOCUMENTS CHECKLIST
PROPOSAL # CD-20-21-13
2021-2029 Housing Element Update
In addition to the items requested for the proposal the following documents are required to be
completed and submitted by the proposer.
• Response File
• Cost File (to be submitted separately from Cost File)
• Request for Proposal
• Notice to Bidders Regarding Contractual Requirements
• Designation of Subcontractors/Subconsultants form
• References
• Acknowledgement & Acceptance of Scope of Work
• Any addendum published through BidNet — signed form and acknowledgement through BidNet
SCOPE OF WORK
PROPOSAL # CD-20-21-13
2021-2029 Housing Element Update
EVENT
Solicitation advertisement
Last day for questions
Return of proposals
Evaluations of proposals
Contract award
DATE
November 5, 2020
December 8, 2020
December 16, 2020
December 16 - 31, 2020
January 26, 2021
1. BACKGROUND The City of Santa Clarita General Plan contains a total of eight Elements with goals,
policies, and objectives that govern the long-term plan for the City. The City's current Housing
Element was adopted by the City Council and certified by HCD in October 2013. The Housing
Element document can be found on at the link provided below:
https:lJwww,codepublishin�,comICAJSantaClaritaPubml�SantaClaritaGPJB%20-
%20Housing%20EIement.pdf.
HCD has established October 15, 2021 as the deadline for certification of the City's adopted Housing
Element for the 2021-2029 planning period.
Respondents to this RFP are highly encouraged to review Santa Clarita's current Housing Element as
it may be used as a foundation for understanding the City's vision and needs. In addition, the City's
entire comprehensive General Plan, which includes the Safety Element, can also be found on the
City's website at the link provided below:
https:/lwww,codepublishin�,comlCAlSantaClaritalhtml/SantaClaritaGPlSantaClaritaGP.html
1.1 Introduction: The City of Santa Clarita (the "City") invites qualified firms to submit proposals to
provide consulting services for the update of the Housing Element of the City's General Plan.
The City must update its Housing Element as mandated by state law for the 2021-2029 planning
cycle, with completed certification by the California Department of Housing and Community
Development ("HCD") by no later than October 15, 2021.
Proposals for this project will be due by 11:00 AM on December 16, 2020 and must include all
requirements listed under "Supplier Responsibilities and Deliverables." To facilitate proposal
development, City staff is available to respond to questions. This request for proposals contains
additional information regarding the evaluation process, general terms and conditions, and the
City's template for professional services agreements.
The desired consultant must have an established working relationship with HCD and familiarity
with state housing law. In addition, the consultant must be proactive in maintaining
communication with City staff, meeting deadlines with staff and the requirements of HCD for
the timely certification of the Housing Element. In addition, the selected consultant will address
SB 379, which requires all cities to include climate adaptation and resiliency strategies in the
General Plan's Safety Element in conjunction with the next Housing Element update.
1.2 City Location and Characteristics: Located in a picturesque valley just north of Los Angeles and
generally located between Interstate 5 and State Route 14, Santa Clarita is a premier community
for raising families and building businesses. The City has committed to maintaining a quality
living environment through long-term planning, fiscal responsibility, community involvement,
respect for the environment, and support for business development. As the City continues to
grow and sees activity in residential development with multiple projects, the City is taking a
proactive approach to smart, balanced growth of residential, commercial, and business park
land uses. The City encompasses over 70 square miles, with a 2019 population of roughly
225,000. The current number of housing units within Santa Clarita is 77,815.
At 1,200 to 1,400 feet above sea level, the City enjoys a mild Mediterranean climate, which is
generally semi -arid and warm. Summers are dry with temperatures as high as 110 degrees.
Winters are somewhat cool with temperatures as low as 20 degrees. Average rainfall is about
17.6 inches per year in the flat areas and about 27 inches in the mountains. The region is
subject to wide variations in annual precipitation and also experiences periodic wildfires.
In June 2011, the City of Santa Clarita adopted a comprehensive General Plan update ("One
Valley One Vision"), which sets forth the goals and policies to guide the City's growth for the
next 20+ years. This was the City's first comprehensive update to the General Plan since the
City's first General Plan was adopted in 1991.
1.3 Regional Housing Needs Assessment (RHNA): Following the June 2011 adoption of the General
Plan update, the City's Housing Element was updated and adopted in October 2013. Santa
Clarita's RHNA allocation for the 5t" Cycle Housing Element included a total of 8,322 units (2,208
very -low income; 1,315 low income; 1,410 moderate income; 3,389 above -moderate income).
Subsequent to the October 2013 adoption of the Housing Element update, the City completed
several annexations, including West Creek/West Hills in 2016 and Plum Canyon/Skyline Ranch in
2018. As a result of annexations, a RHNA allocation totaling 2,659 units was transferred from the
County of Los Angeles to the City of Santa Clarita. The current RHNA for the 2013-2021 Housing
Element includes a total of 10,981 units (2,645 very -low income; 1,678 low income; 1,532
moderate income; 5,125 above -moderate income). A copy of the 2019 Annual Progress Report,
RHNA Progress is attached for your reference.
Based upon the Southern California Association of Governments' (SCAG) latest 6t" Cycle draft
RHNA allocation (September 2020), the projected RHNA allocation for the City of Santa Clarita's
2021-2029 Housing Element is estimated to be 10,008 units (3,389 very -low income; 1,730 low
income; 1,668 moderate income; 3,221 above -moderate income). Based upon a preliminary
review of an inventory of sites that are suitable for residential development, it is the City's belief
that the existing General Plan land use and zoning could accommodate the latest draft RHNA
allocation and that re -zoning of properties may not be necessary as part of the Housing Element
update. A comprehensive sites inventory analysis that will be prepared by the selected housing
element consultant will determine whether the existing land use and zoning can absorb the 6tn
Cycle draft RHNA allocation.
2. OBJECTIVES The City of Santa Clarita is seeking proposals from qualified firms to prepare an update
to the City's Housing Element of the General Plan to facilitate the City's compliance with the 6th
Cycle RHNA and current Housing Element law. The Housing Element update project shall be guided
by the following objectives:
■ Comply with all City and state legal and regulatory requirements
■ Produce a comprehensive document that addresses current and projected housing
conditions and needs in the City
■ Ensure residents and stakeholders are engaged and participate in the update process
■ Achieve milestones with sufficient time for City and state oversight and review
■ Effectively coordinate with other consultants and City staff
3. SUPPLIER RESPONSIBILITIES AND DELIVERABLES The ideal consultant will work collaboratively with
City staff and community stakeholders to prepare the City of Santa Clarita's 2021-2029 Housing
Element update that complies with all applicable laws and regulations, and results in a state certified
Housing Element that addresses the housing needs of the City of Santa Clarita. It is expected that
the consultant will complete the following tasks and provide the following deliverables:
3.1. Project Management:
3.1.1. Kick -Off Meeting. The consultant will schedule a kick-off meeting with City staff to discuss
project expectations regarding coordination, reporting, deliverables, and all other relevant
project information.
i. Deliverable: Meeting summary with project goals, objectives, and action items.
3.1.2. Project Schedule: The consultant will work with City staff to finalize a project schedule
within two weeks of the kick-off meeting that includes tasks and milestones for
certification of the Housing Element and by HCD by October 15, 2021. The schedule shall
include (but is not limited to):
■ Milestones/tasks with adequate time for staff review of work products for the Housing
Element update and other relevant update;
■ A timeline for public outreach and meetings with anticipated commission and council
hearings and study sessions;
■ Outreach in compliance with SB 18, SB 379 and AB 52 regulations;
■ An anticipated environmental review timeline;
■ Timelines for response to HCD review and HCD certification of the Housing Element
Update, and City staff review times.
i. Deliverable: Initial project schedule, monthly updated schedules.
3.1.3. Project Coordination: The consultant's project manager will meet with City staff, when
needed, to ensure objectives and milestones are being achieved. At the City's discretion,
the consultant's participation may be requested via conference call or in person at the
City's offices. The consultant will prepare a meeting summary, including action items, for
each meeting. The consultant will coordinate with staff to create and make presentations
to the City and/or stakeholders as necessary.
i. Deliverable: Meeting summaries and scheduling/organization.
3.2. Safety Element and Other Updates:
3.2.1. Current Safety Element: The consultant shall review and evaluate the current Safety
Element to determine its compliance with state law.
i. Deliverable: Inventory of information/data that is transparent and accessible to
staff.
3.2.2. Proposed Amendments: The consultant shall provide a list of any corrections that must be
made to text and/or exhibits in the Safety Element.
i. Deliverable: Electronic copies in Microsoft Word.
3.2.3. Consistency with the General Plan and State Requirements. The consultant shall work
with staff to review the Safety Element and the environmental justice goals and policies,
found in the Land Use Element, in the General Plan and make revisions if necessary, to
ensure consistency with other General Plan elements and compliance with state law on an
as -needed basis. This scope does not include a comprehensive update of the Safety
Element or environmental justice goals and policies, as it is expected that only portions of
the applicable elements would need to be amended for General Plan and state
compliance.
i. Deliverable: Electronic copies in Microsoft Word.
3.3.Assessing Existing Housing Conditions, Issues, Opportunities, and Challenges:
3.3.1. Current Housing Element. Review and evaluate the current Housing Element to determine
the revisions that must be made to comply with current state law and HCD requirements
and ensure certification of the completed Housing Element update. Prepare an analysis of
the City's progress towards meeting the identified goals, policies, and programs since the
adoption of the current Housing Element in the previous cycle. Identify all obsolete
information, tables, exhibits and illustrations.
i. Deliverable: Inventory of information/data that is transparent and accessible to
staff.
3.3.2. Housing Assessment and Needs Analysis. Complete a housing assessment and needs
analysis pursuant to state housing law. The consultant will coordinate with staff to
develop a current housing inventory to evaluate housing conditions using state approved
criteria and evaluate existing policies in comparison to applicable Hazard Mitigation plans.
The consultant will obtain and analyze the most current demographic, economic,
infrastructure and housing data needed to complete this task.
Deliverable: Inventory of information/data that is transparent and accessible to
staff.
3.3.3. Housing Parcel Identification Analysis. Prepare an "Adequate Sites Analysis" showing the
relationship between the City's RHNA allocation, and the City's dwelling unit capacity,
availability of potential housing sites based on zoning, infrastructure, and General Plan
policies, requirements, and limitations. The consultant will also work with staff to identify
potential zoning strategies to address need for additional housing unit capacity.
Deliverable: Inventory of information/data that is transparent and accessible to
staff.
3.3.4. Housing Production Constraints Analysis. Identify programmatic, physical, and financial
housing resources available in the City. In addition, the consultant will identify
governmental and nongovernmental constraints to housing production. This work will
include review of existing city regulations, codes, and standards related to housing. Where
constraints exist, the consultant will propose strategies to address them.
Deliverable: Inventory of information/data that is transparent and accessible to
staff.
3.3.5. General Plan Consistency. Revise the Housing Element to ensure consistency with other
General Plan elements, compliance with state law, and certification by October 2021.
Deliverable: Electronic copies in Microsoft Word.
3.3.6. Revised Maps and Figures. Revise maps and figures in the Housing Element and other
elements of the General Plan to ensure consistency throughout the General Plan
document.
Deliverable: Electronic copies in PDF format and 24" by 36" poster board copies
as needed.
3.4. Review and Approval of Housing Element:
3.4.1. Ongoing Staff Review of Draft Sections. As work progresses, the consultant will provide
drafts of each Housing Element section for review. The consultant is expected to
coordinate with City staff to provide adequate time for review and discussion of revisions
for each section.
i. Deliverable: Electronic copies in Microsoft Word.
3.4.2. Draft Housing Element. The consultant will work with staff to review
comments/suggestions on previous versions. The consultant will incorporate revisions and
prepare a final draft Housing Element using Microsoft Word, in the established City
format, for public review and comment and will submit draft to HCD as required for
review. The consultant will facilitate ongoing consultations with HCD to ensure
compliance with applicable state guidelines and requirements. This will include
conducting the proper public outreach and notifying interested parties and agencies.
Deliverable: Eight (8) hard copies and electronic copies in both PDF and
Microsoft Word.
3.4.3. Final Housing Element. Following public review and comment period, consultant will
prepare the final Housing Element in response to comments from HCD, responsible
agencies, City staff, the Planning Commission, City Council, and the public.
Deliverable: Eight (8) hard copies and electronic copies in both PDF and
Microsoft Word.
3.4.4. State Certification and City Adoption. The consultant will facilitate state review and
certification of the Housing Element. Upon adoption of the Final Draft Housing Element by
the City Council, the consultant will prepare a final version of the documents for inclusion
in the General Plan document. The consultant will prepare and submit required filings
with state agencies and County Recorder's Office.
i. Deliverable: One (1) hard copy and electronic copies of all submitted filings
with applicable state agencies and the County Recorder's Offices in both
PDF and Microsoft Word.
3.4.5. Public Noticing. The consultant will prepare and carry out the appropriate public noticing
and required consultations and notifications per local and state regulations. The
consultant shall coordinate with City staff to allow for adequate review and oversight of
noticing materials and activities. In addition, the consultant is expected to carry out
appropriate tribal noticing and consultation in accordance with statutory timelines.
Deliverable: One (1) hard copy and electronic copies off all notices in both
PDF and Microsoft Word.
3.5. Community Engagement and Public Hearings:
3.5.1. Community Outreach. The consultant will conduct the appropriate number of community
outreach meetings that meets HCD standards and meaningfully engages a broad array of
community interests in the Housing Element update process. The consultant is expected
to prepare outreach materials for distribution and communication/advertising purposes.
Deliverable: Meeting attendance at community outreach meetings and
electronic copies of all outreach materials.
3.5.2. Study Session. The consultant will conduct a study session with the Planning Commission
once community outreach has been executed. The study session is intended to provide
staff and the consultant with early input on the Housing Element update. If necessary, the
consultant will also present to the applicable City Council subcommittee.
i. Deliverable: Electronic copies of draft staff reports, exhibits, and
presentations. Meeting attendance of up to four (4) public meetings
(Planning Commission, City Council).
3.5.3. Public Hearings. The consultant will assist City staff in the preparation staff reports,
exhibits, and presentations to the Planning Commission and City Council. The consultant
shall also attend all public hearings held by the Planning Commission and/or City Council,
as needed.
Deliverable: Electronic copies of draft/final staff reports, exhibits, and
presentations. Meeting attendance of up to four (4) public hearings
(Planning Commission, City Council)
3.6. Environmental Analysis:
3.6.1. Environmental Determination. The consultant will conduct an initial environmental review
of the project and complete an Initial Study and applicable technical studies in compliance
with local requirements, California Environmental Quality Act (CEQA) requirements (Public
Resources Code 21000 et. seq) and the state CEQA Guidelines (California Code of
Regulations, Section 15000 et. seq). Based upon a preliminary review of an inventory of
sites within the City that are suitable for residential development, it is the City's belief that
the existing General Plan land use and zoning has the capacity to accommodate SCAG's
latest draft RHNA allocation and that re -zoning of properties may not be necessary as part
of the Housing Element update.
Deliverable: Mitigated Negative Declaration or other CEQA determination
3.6.2. Draft of Environmental Analysis. The consultant will prepare a draft environmental
document in compliance with CEQA and submit for a minimum 21-day internal staff
review period. After City staff provides comments on the draft document, the consultant
shall update draft to incorporate comments and other technical analysis as needed.
i. Deliverable: Three (3) hard copies and electronic copies in both PDF and
Microsoft Word.
3.6.3. Environmental Noticing, Outreach and Filing. The consultant will conduct all required
outreach, noticing, and filing of notices/documents for the environmental review. This
includes preparing notices and mailings to all state agencies, responsible agencies, and
tribal groups pursuant to SB 18 and AB 52. The consultant will also complete responses to
comments, as applicable.
i. Deliverable: One (1) hard copy and electronic copies of all notices and filings
in both PDF and Microsoft Word.
3.6.4. Final Environmental Analysis. The consultant will coordinate with City staff to review and
consider comments/suggestions received on drafts. After City staff provides comments on
the drafts, the consultant shall update drafts to incorporate comments and other
technical analysis as needed (allowing for at least two (2) rounds of review). The
consultant will review public comments, incorporate revisions and prepare the final draft
of the environmental document for public review and comments.
i. Deliverable: Eight (8) hard copies for each draft and electronic copies in
both PDF and Microsoft Word.
3.6.5. Adoption. As needed, the consultant shall prepare final CEQA findings for City review prior
to distribution. Prepare and submit required filings with applicable state agencies and the
County Recorder's Office.
i. Deliverable: One (1) hard copy and electronic copies in both PDF and
Microsoft Word.
4. REPORTS AND MEETINGS
4.1. Regular meetings with City staff scheduled during the development of the Housing Element
update for all tasks and deliverables identified in this Request for Proposal.
4.2. Public outreach meetings as described in Section 3.5 above.
4.3.One Planning Commission meeting is anticipated for recommendation of approval of the
Housing Element update. One City Council meeting is anticipated for approval of the Housing
Element Update. Additional public hearings may be needed for the adoption of the Housing
Element update.
5. CITY RESPONSIBILITIES
5.1. City staff will prepare Planning Commission and City Council staff reports with assistance from
the consultant as needed.
5.2. City staff can provide mapping data and GIS shape files as needed.
6. ATTACHMENTS
6.1. The following documents are attached:
6.1.1. Table B of the Housing Element Annual Progress Report — RHNA Progress Through 2019
6.1.2. Weblinks to Housing Element and Planning Resources
7.1.2.1. Weblink to the City's 2013-2021 Housing Element
7.1.2.2. Weblink to the City's Safety Element
7.1.2.3. Weblink to the City's General Plan
7.1.2.4. Weblink to the City's General Plan Map
7.1.2.5. Weblink to the City's Zoning Ordinance
7.1.2.6. Weblink to Annexation Map
RESPONSE FORMAT AND SELECTION CRITERIA
PROPOSAL # CD-20-21-13
2021-2029 Housing Element Update
1. RESPONSE FORMAT - The organization of the response and cost files is described in this section of the
RFP. All potential vendors must follow this format.
1.1. RESPONSE FILE:
1.1.1.Introduction -A general introduction and description of the proposal shall be provided.
The format of the introduction is at the discretion of the consultant.
1.1.2.References - The consultant shall provide a brief summary of any relevant experience on
similar projects.
1.1.3.Plan of Study/Scope of Work - Describe the work program. Explain the proposed technical
approach that addresses the specific issues identified in this RFP. Provide a description of
the relationships between these activities. Include an explanation of any division of work
proposed between the consultant and the City. The organization of the plan of study should
be as follows:
1.1.3.1. TASK - A one or two sentence overview of a related group of subtasks or activities.
1.1.3.2. SUB -TASK - A detailed description of the work, including the methodology to be
performed. Generally one to ten paragraphs depending upon the complexity of
the activities described in the subtask.
1.1.3.3. OUTPUT - A one or two sentence description of the result of this particular
activity or sub -task.
1.1.3.4. The task, sub -task, and output format should be repeated throughout the plan
of study until all proposed work has been described.
1.1.4.Schedule - Describe the time schedule for each proposed task and subtask described in
Section B above. Proposed work periods and completion dates, as well as the anticipated
meeting dates, should also be identified.
1.1.5.Program Management - Indicate which method of program management will be used to
internally manage and direct this project. Provide the proposed project schedule on a time
line chart according to the selected system.
1.1.6.Personnel, Equipment, and Facilities - Describe the activities of the designated Project
Manager and lead/support personnel. Provide a resume for each person named, including
their qualifications (education and experience), as well as their relationship and cost to the
proposed project activities.
1.1.7.Sub-Consultants - List all sub -consultants proposed for this project and include their
qualifications and specific responsibilities.
1.2. COST FILE — Statement of Offer and Signature - The proposal shall be signed by an individual
authorized to bind the consultant, shall contain a statement to the effect that the proposal is a
firm offer for a 120-day period, and shall contain a statement that the proposed work will be
performed atthe "not -to -exceed" price. This will include all deliverables and meeting attendance
as laid out in the scope of work.
1.2.1. The Cost File must be submitted sepprptelyfrom the Response File.
2. SELECTION CRITERIA -The overall criteria are listed below. As proposals are considered by the City to
be more equal in their technical merit, the evaluated cost or price becomes more important so that
when technical proposals are evaluated as essentially equal, cost or price may be the deciding factor.
2.1. SCORING CRITERIA:
2.1.1. Consultant qualifications, Plan of Study/Scope of Work, Program Management
2.1.2. Experience on similar projects
2.1.3. Thoroughness of proposal, approach to providing sound services, and ability to provide
services to meet objectives and standards
2.1.4. References
2.2. During the selection process, the evaluation panel may wish to interview bidders with scores
above a natural break. Should an interview process take place, the results of the interview will
carry greater weight in the selection process. The City reserves the right to make a selection solely
on the basis of the proposals without further contact.
CITY OF SANTA CLARITA
REQUEST FOR PROPOSALS
PROPOSAL # CD-20-21-13
2021-2029 Housing Element Update
Proposals must be received before 11:00 AM on December 16, 2020. Proposals shall be submitted according to the
guidelines set forth in the Proposal Instructions and per additional instructions set forth in the Scope of
Work/Statement of Work and Response Format sections of this document.
Purchasing Contact:
Danielle Marquez
dmarguez@ anta-clarita.com
(661) 255-4936
1. Solicitation documents for this proposal may be downloaded from the City's Purchasing BidNet website at
www.bidnetdirect.com//cityofsantaclarita. Please refer to the solicitation documents for complete details and
proposal requirements.
2. Proposer shall honor proposal prices for One Hundred Twenty (120) days, or for the stated contract period,
whichever is longer.
3. Proposals must include this Request for Proposal form and be signed by the contractor's authorized
representative. This signature acknowledges the proposer has read and understands the requirements
contained within the solicitation document, including any attachments and/or exhibits.
4. The last day for questions will be December 8, 2020, 11:00 AM. Questions must be submitted electronically via
BidNet: www.bidnetdirect.com//cityofsantaclarita
5. The vendor is responsible for the accuracy and completeness of any solicitation form not obtained directly
from the City.
6. The specifications in this notice shall be considered a part of any contract made pursuant thereto.
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:
Email:
Name (Print):
Signature:
Title of Person Signing Proposal:
Address:
Company Phone No.:
NOTICE TO BIDDERS REGARDING CONTRACTUAL REQUIREMENTS
PROPOSAL # CD-20-21-13
2021-2029 Housing Element Update
1. SUMMARY OF CONTRACT REQUIREMENTS
a. A contract is required for any service performed on behalf of the City of Santa Clarita
(City). Contract language will be negotiated upon acceptance of proposal and prior to
commencement of work. Work cannot begin until the contract has been fully executed
by both parties.
2. SUMMARY OF INSURANCE REQUIREMENTS
a. These are the Insurance Requirements for Contractors providing services or supplies to
the City. By agreeing to perform the work or submitting a proposal, you verify that you
comply with and agree to be bound by these requirements. When Contract documents
are executed, the actual Contract language and Insurance Requirements may include
additional provisions as deemed appropriate by City's Risk Manager.
b. You should check with your Insurance advisors to verify compliance and determine if
additional coverage or limits may be needed to adequately insure your obligations
under this agreement. These are the minimum required and do not in any way
represent or imply that such coverage is sufficient to adequately cover the Contractor's
liability under this agreement. The full coverage and limits afforded under Contractor's
policies of Insurance shall be available to Buyer and these Insurance Requirements shall
not in any way act to reduce coverage that is broader or includes higher limits than
those required. The Insurance obligations under this agreement shall be: 1—all the
Insurance coverage and limits carried by or available to the Contractor; or 2—the
minimum Insurance requirements shown in this agreement, whichever is greater. Any
insurance proceeds in excess of the specified minimum limits and coverage required,
which are applicable to a given loss, shall be available to City.
c. Contractor shall furnish the City with original Certificates of Insurance including all
required amendatory endorsements and a copy of the Declarations and Endorsement
Page of the CGL policy listing all policy endorsements to City before work begins. City
reserves the right to require full -certified copies of all Insurance coverage and
endorsements.
3. INSURANCE
a. General Insurance Requirements
i. All insurance shall be primary insurance and shall name City of Santa Clarita as
an additional insured. The naming of an additional insured shall not affect any
recovery to which such additional insured would be entitled under the policy if
not named as an additional insured, and an additional insured shall not be held
liable for any premium or expense of any nature on the policy or any extension
thereof solely because they are an additional insured thereon.
If the operation under this Agreement results in an increased or decreased risk
in the opinion of the City's Risk Manager, then Consultant agrees that the
minimum limits hereinabove designated shall be changed accordingly upon
written request by the Risk Manager.
iii. Consultant agrees that provisions of this Section as to maintenance of insurance
shall not be construed as limiting in any way the extent to which Consultant may
be held responsible for the payment of damages to persons or property
resulting from Consultant's activities, the activities of its subconsultants, or the
activities of any person or persons for which Consultant is otherwise
responsible.
iv. A Certificate of Insurance, and an additional insured endorsement (for general
and automobile liability), evidencing the above insurance coverage with a
company acceptable to the City's Risk Manager shall be submitted to City prior
to execution of this Agreement on behalf of the City.
v. The terms of the insurance policy or policies issued to provide the above
insurance coverage shall provide that said insurance may not be amended or
canceled by the carrier, for nonpayment of premiums otherwise, without 30
days prior written notice of amendment or cancellation to City. In the event the
said insurance is canceled, Consultant shall, prior to the cancellation date,
submit new evidence of insurance in the amounts heretofore established.
vi. All required insurance must be in effect prior to awarding this Agreement, and it
or a successor policy must be in effect for the duration of this Agreement.
Maintenance of proper insurance coverage is a material requirement of this
Agreement, and the failure to maintain and renew coverage or to provide
evidence of renewal may be treated by the City as a material breach of contract.
If Consultant, at any time during the term of this Agreement, should fail to
secure or maintain any insurance required under this Agreement, City shall be
permitted to obtain such insurance in Consultant's name at Consultant's sole
cost and expense, or may terminate this Agreement for material breach.
vii. Without limiting any other Consultant obligation regarding insurance, should
Consultant's insurance required by this Agreement 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.
b. General Liability and Property Damage Insurance
i. Consultant agrees to procure and maintain general liability and property
damage insurance at its sole expense to protect against loss from liability
imposed by law for damages on account of bodily injury, including death
therefrom, and property damage, suffered or alleged to be suffered by any
person or persons whomsoever, resulting directly from any act or activities of
Consultant, its subconsultants, or any person acting for Consultant or under its
control or direction, and also to protect against loss from liability imposed by
law for damages to any property of any person caused directly or indirectly by
or from acts or activities of Consultant, or its subconsultants, or any person
acting for Consultant, or under its control or direction. Such public liability and
property damage insurance shall also provide for and protect City against
incurring any legal cost in defending claims for alleged loss. Such general
liability and property damage insurance shall be maintained in the following
minimum limits: A combined single -limit policy with coverage limits in the
amount of $1,000,000 per occurrence will be considered equivalent to the
required minimum limits.
c. Automotive Insurance
i. Consultant shall procure and maintain public liability and property damage
insurance coverage for automotive equipment with coverage limits of not less
than $1,000,000 combined single limit. If Consultant does not use automobiles
in performing its work under this Agreement, Consultant shall provide a waiver
releasing City from all liability resulting from Consultant's use of personal
vehicles under this Agreement.
d. Worker's Compensation Insurance
i. Consultant shall procure and maintain Worker's Compensation Insurance in the
amount of $1,000,000 per occurrence or as will fully comply with the laws of the
State of California and which shall indemnify, insure, and provide legal defense
for both Consultant and City against any loss, claim, or damage arising from any
injuries or occupational diseases happening to any worker employed by
Consultant in the course of carrying out this Agreement.
ii. Waiver of Subrogation: The insurer(s) agree to waive all rights of subrogation
against City, its elected or appointed officers, officials, agents, volunteers and
employees for losses paid under the terms of the workers compensation policy
which arise from work performed by Consultant for City.
Questions and requests for modification of these terms must be negotiated and approved prior to
contract execution and are at the full discretion of the City.
I have read and understand the above requirements and agree to be bound by them for any work
performed for the City.
Authorized Signature:
Printed Name:
Date:
DESIGNATION OF SUBCONTRACTORS/SUBCONSULTANTS
PROPOSAL # CD-20-21-13
2021-2029 Housing Element Update
The City of Santa Clarita has adopted a Disadvantaged Business Enterprise (DBE) Program to support federally funded procurements. The City
strongly encourages the participation of small and Disadvantaged Business Enterprises in its federally funded projects and this site is intended to
provide assistance to such businesses. Listed below are the names and locations of the places of business of each subcontractor, supplier, and
vendor who will perform work or labor or render service in excess of Y2 of 1 percent, or $10,000 (whichever is greater) of the prime contractor's
total bid: DBE status, age of firm and annual gross receipts are required if sub -contractor is participating as a DBE. If no Subcontractors will be
used fill out the form with NA. Please add additional sheets if needed.
Subcontractor
DIR Registration No.
Dollar Value of Work
Age of firm:
DBE: Yes No
Certifying Agency:
Annual Gross Receipts:
Location and Place of Business
Bid Schedule Item No's:
Description of Work
License No.
Exp. Date: / /
Phone ( )
Subcontractor
DIR Registration No.
Dollar Value of Work
Age of firm:
DBE: Yes No
Certifying Agency:
Annual Gross Receipts:
Location and Place of Business
Bid Schedule Item No's:
Description of Work
License No,
Exp. Date: / /
Phone ( )
Subcontractor
DIR Registration No.
Dollar Value of Work
Age of firm:
DBE: Yes No
Certifying Agency:
Annual Gross Receipts:
Location and Place of Business
Bid Schedule Item No's:
Description of Work
License No.
Exp. Date: / /
Phone ( )
NOTE: A contractor or subcontractor shall not be qualified to propose on, be listed in a proposal, subject to the requirements of Section 4104 of
the Public Contract Code, or engage in the performance of any contract for public work, as defined in this chapter, unless currently registered
and qualified to perform public work pursuant to Section 1725.5 of the Labor Code. It is not a violation of this section for an unregistered
contractor to submit a proposal that is authorized by Section 7029.1 of the Business and Professions Code or by Section 10164 or 20103.5 of the
Public Contract Code, provided the contractor is registered to perform public work pursuant to Section 1725.5 ofthe Labor Code at the time the
contract is awarded.
REFERENCES
PROPOSAL # CD-20-21-13
2021-2029 Housing Element Update
City of Santa Clarita, California
The following are the names, addresses, and telephone numbers of three public agencies for which proposer
has performed work of a similar scope and size within the past 3 years. If the instructions on this form conflict
with the references requested in the scope of work, the scope of work shall govern. Complete this form out
accordingly. Fill out this form completely and upload it with your proposal.
1.
Name and Address of Owner / Agency
Name and Telephone Number of Person Familiar with Project
Contract Amount Type of Work Date Completed
2.
Name and Address of Owner / Agency
Name and Telephone Number of Person Familiar with Project
Contract Amount Type of Work Date Completed
3.
Name and Address of Owner / Agency
Name and Telephone Number of Person Familiar with Project
Contract Amount Type of Work Date Completed
The following are the names, addresses, and telephone numbers of all brokers and sureties from whom
Proposer intends to procure insurance bonds:
ACKNOWLEDGEMENT & ACCEPTANCE OF SCOPE OF WORK
PROPOSAL # CD-20-21-13
2021-2029 Housing Element Update
By providing the three (3) required signatures below, the Contractor acknowledges full understanding,
complete agreement to, and accepts in its entirety, all Scope of Work for the 2021-2029 Housing Element
Update. The Contractor will be expected to perform maintenance practices and uphold the standards
herein to the established Scope of Work throughout the length of the contract.
*Supervisor's Signature: Date:
*Estimator's Signature: Date:
*Owner's Signature: Date:
*All three signatures required
PROFESSIONAL SERVICES AGREEMENT
BETWEEN
THE CITY OF SANTA CLARITA AND
FOR
This AGREEMENT by and between the
and general law city ("CITY") ar
is dated
1. CONSIDERATION.
(A) As partial consideral
the SCOPE OF SERVICES, below;
(B) As addi
and conditions contain
exceed
CON-6
Council Approval Date:
Agenda Item:
Contract Amount:
icival corporation
a
("CONSULTANT"), and
TANT agrees to perform the Services listed in
tiQn, CONSULTANT and CITY agree to abide by the terms
ment; and
(C) As additional consideration, CITY agrees to pay CONSULTANT a sum not to
dollars ($ ) 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(s) " " which is/are
incorporated by reference.
2. SCOPE OF SERVICES.
(A) CONSULTANT will perform Services listed in the attached Exhibit(s)
which is/are 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 Services and provide the professional
Services required of CONSULTANT by this Agreement.
3. PERFORMANCE STANDARDS.
(A) 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.
(B) CONSULTANT will perform
all City established criteria, and with all a
professional standards.
(C) CONSULTANT will stal
and professionally perform the Services.
(D) CONSULTAN"
CITY's prior written approval.
vices in a skillful manner, comply fully with
le federal, state, and local laws, codes, and
with personnel qualified to adequately
any portion of these Services without the
(E) CITY's . approval of any payment, or conducting of any inspection, reviews,
approvals, or oral statemenR or-any,governmental entity's certification, will in no way limit the
CONSULTANT's obligations under this Agreement or CONSULTANT's complete responsibility
for all Services hereunder..
4. P
(A) For CITY to pay CONSULTANT as specified by this Agreement and as provided
in attached Exhibit(s) "' " , CONSULTANT must submit a detailed invoice to CITY
which lists the hours worked and hourly rates for each personnel category and reimbursable costs
(all as set forth in Exhibit(s) " " ) 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 Services during the preceding billing month and a cumulative cash flow curve showing
projected and actual expenditures versus time to date.
(B) CITY may withhold all or a portion of payment otherwise due in the event that
Services are either improperly or not performed.
5. PROJECT COORDINATION AND SUPERVISION.
(A) CONSULTANT will assign as CONSULTANT's
Project Manager and will be responsible for job performance, negotiations, contractual matters,
and coordination with CITY's Project Manager. CONSULTANT may change its Project Manager
only with CITY consent.
(B) CITY will assign as CITY's Project Manager, will
be personally in charge of and personally supervise or perform the technical execution of the
project on a day-to-day basis on behalf of CITY, and will maintain direct communication with
CONSULTANT's Project Manager. CITY may change its Project Manager at any time with
notice to CONSULTANT.
6. 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.
7. FAN
(A)
performed;
performance
(B)
require COT
that it has of
existing, bef
8. TER
(A)
Unless other
terminate in
(B)
provisions c
Agreement,
9. TIM
CONSULTY
to be
:tending
herwise
)resents
ns there
ent will
:hibit(s)
ing, the
of this
(A) CONSULTANT furnishes proof of insurance as required under Section 24
INSURANCE; and
(B) CITY gives CONSULTANT a written notice to proceed.
Should CONSULTANT begin Services on any phase in advance of receiving written authorization
to proceed, any such professional Services are at CONSULTANT's own risk.
10. SCHEDULE OF PERFORMANCE AND EXTENSIONS.
(A) Should the progress of the Services under this Agreement at any time fall behind
schedule for any reason other than excusable delays CONSULTANT shall apply such additional
manpower and resources as necessary to bring progress of the S,6rvices under this Agreement back
on schedule and consistent with the standard of professional skill and care required by this
Agreement. Time is of the essence in the performance of this Agreement.
(B) Should CONSULTANT be delayed by causes beyond CON-SULTANT's control,
CITY may grant a time extension for the completion of the contracted Services. If delay occurs,
CONSULTANT must notify the CITY's designated representative 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 accordancewith written agreement between the parties.
12. ADDITIONAL S
(A) The CITY may reque
of Services, called "Additional Se
(contingency) of up to'15%,of the tc
order or other documented means. C
accordance with applicable threshold
CITY in writing prior to performar
Services asset forth in Exhibit(s) "
CONSULTANT to provide Services in addition to Scope
lices". Additional Services that incur additional costs
A contract amount must be authorized by CITY by change
)sts beyond this amount must first be approved by CITY in
and procedures. Additional Services must be authorized by
e. CONSULTANT shall be compensated for Additional
" or as specified in the written authorization.
(B) Tf CONSULTANT believes Additional Services are needed to complete the Scope
of Services, CONSULTANT will provide the CITY with written notification that contains a
specific description of the proposed additional Services, reasons for such additional Services, and
a detailed proposal regarding cost. CITY is under no obligation to approve any increase in the
agreed -upon costs for the performance of this Agreement.
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.
2021-2019
144CF1140ki
SUBMITTED BY:
4LEAF, INC.
ENGINEERING . CONSTRUCTION MANAGEMENT
PLAN CHECK. BUILDING INSPECTION. PLANNING
TABLE OF CONTENTS
SECTION SECTION TITLE PAGE
1. Introduction..................................................................1
2. References....................................................................3
3. Scope of Work...............................................................9
4. Schedule.......................................................................19
S. Program Management...................................................20
6. Personnel, Equipment, and Facilities..............................21
Key Staff Resumes
7. Subconsultant...............................................................25
PROPOSALTO PROVIDE
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Introduction
Submitted by 4LEAF, Inc.
December 15, 2020
V 4LEAF, INC. 'P lf::'l -Ids Iil f°� l'1-IdIdNP,d�;3
City of Santa Clarita December 16, 2020
23920 Valencia Blvd.
Santa Clarita, CA 91355
Attn: Danielle Marquez
RE: Proposal to Provide Professional Services for the 2021-2029 Housing Element Update.
Dear Ms. Marquez,
4LEAF, Inc. (41LEAF) is pleased to present our proposal to provide the 2021-2029 Housing & Safety Element
Update to the City of Santa Clarita (City). 4LEAF is a full -service firm and has been providing Building, Public
Works, and Planning services to numerous clients in California for 20+ years. We expand our services
organically as industry needs fluctuate and have been aggressively advancing our Planning Division over the
past few years. We can facilitate the housing element review and certification given our longstanding and
excellent relationships with HCD staff. We are a strong choice for the following reasons:
III Partinering Firm
Because of the short time frame remaining for preparation, review, and certification of Santa Clarita's
Housing Element, 4LEAF is proposing a team effort with Rincon Consultants, Inc. (Rincon). This
partnership will allow our teams to work together on major sections of the Housing Element Update
simultaneously. 4LEAF has a stellar working relationship with the firm. Rincon's team of planning
professionals is extremely knowledgeable in local, state, and federal rules and regulations and knows
how to create insightful yet easy -to -understand products. We are confident that our firms can provide
the knowledge, experience, and quality the City requires for this contract.
III Key Management Team
Jane Riley, AICP: Working mostly in the public sector, Jane has been preparing housing elements and
housing policies and programs for the last 28 years. She is currently leading the 4LEAF team in the
preparation of Housing Elements for La Canada Flintridge and San Marino. She has led initiatives to rezone
housing sites, managed efforts to adopt inclusionary and workforce housing programs, created sixteen
different zoning programs to implement housing policies, and directed progressive and award -winning
housing programs.
Matthew Maddox, AICP (Rincon): Matthew is involved in a wide range of urban planning and land use
studies, sustainable, resilient and adaptation policy development, air quality and greenhouse gas analysis,
and CEQA/NEPA environmental documentation, as well as community involvement and permitting
activities. He has a strong background in land use and transportation planning, policy, and environmental
planning and has contributed to many environmental and planning projects.
Jason Neuman: Jason is a senior fire protection planner with 30+ years of experience as a fire safety
professional. Jason has represented fire departments in the planning and development review process,
conducted CEQA reviews, has performed a full range of fire inspections, planning, mitigation, structure
defense and evaluation of residential structures, and will prepare the safety element for the City.
W fl 4�0 S11 TdSD„J SIE ;Ol M F]U v" i R,' 0 l"4 r BIEA elP; CA 92660 (949) 88794�32
402Wl;'ill ll;.400 0 SA,Y DIEG) P,.A9ag. (6 9) 9 4a'fi7;3
Proposal to Provide 2021 Housing Element Update.
Page 2
III ILocall Resources & Chents
4LEAF works with many local municipalities and has staff located throughout the area who are ready to
serve the City's needs. Currently, our firm is supplying services to over 200 agencies throughout California,
including local municipalities such as:
• UC Santa Barbara
• City of Indian Wells
• City of Chino Hills
• City of Solvang
• City of Victorville FD
• City of San Luis Obispo
• City of Whittier
• City of San Marino
• City of Fontana
• City of Signal Hill
• City of Anaheim
• City of Hemet
• City of Malibu
• City of La Canada Flintridge
• County of Los Angeles
• City of Murrieta
• City of Bakersfield
• County of Ventura
III Biilliinguall C utireaclhlFnfa,sis en Justicia Ambiental y Participaci6n Ciuda ono
Our teams have a commitment to equity and the creation of a citizen participation program that is inclusive
of hard -to -reach and Spanish-speaking communities, which make 20% of the City's residency. We are
committed to designing different ways to reach these communities and engage them in planning for the
future of their city with opportunities and justice for all and have a dedicated staff member available to
spearhead these efforts.
II Budget Conscious
4LEAF was founded and built to serve the varied needs of public agencies. While the included proposal and
budget reflect a complete approach to the work laid out in the City's RFP, we are happy to meet with the
City on an ongoing basis to determine additional ways that City staff or regional assistance can be integrated
into the work plan to achieve greater cost savings. Our flexibility is key to our ability to provide our public
agency clients with services that are truly responsive to their needs.
III Point of Contact
The contract with the City will be managed by Michael Renner, CBO, 4LEAF's Director of Development
Services, out of our Newport Beach office. Michael has a proven track record of success with cities and
counties in California and has extensive project management experience.
4LEAF, Inc.
5140 Birch Street, Second Floor
Newport Beach, CA 92660
Office: (949) 877-9432
Cell: (925) 785-3581
Email: mrenner(@41eafinc.com
As President of 4LEAF, I am an authorized representative and can bind the firm to this contract. This proposal
shall remain valid for a period of no less than 120 days from the submission date. Should you have any
questions, please contact me at (925) 462-5959 or I<duEgan@41eafinc.com.
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PROPOSALTO PROVIDE
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References
Submitted by 4LEAF, Inc.
December 15, 2020
4ICEAF, INC
ENGINEERING CONSTRUCTION rION MANAGEMENT
!PL AN CHECK BUILDING INSff'FC;�TIC7RWN . PLANNING
SECTION REFERENCES
Rincon Project Experience
Reference Information:
Scott Donnell, Senior Planner
City of Carlsbad
1200 Carlsbad Village Drive
Carlsbad, California 92008
(760) 602-4618 1 scott.donnellC�carlsbadca.ov
City of Carlsbad
Housing Element Update and General Plan Maintenance
,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
Dates: January 2020 to Present
Staff: Matthew Maddox (Principal in Charge)
Brenna Weatherby (Project Manager)
Jenna Shaw (Planner)
Rincon will review legislation including those related to environmental justice, GHG emissions, infill and affordable
housing development, vehicle miles traveled, climate change adaptation and resiliency including threats from
wildfire and sea level rise. We will then review other Carlsbad land use documents to determine if additional
amendments are necessary. We will prepare revisions to existing goals, policies, and actions and propose new
goals, policies, and actions, as appropriate to ensure consistency with recent State legislation and the update
Housing Element and to promote implementation of the Housing Element goals. Rincon will also prepare a
Supplemental EIR to address environmental impacts that have not already been addressed in the existing General
Plan EIR.
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 3
Section 2: References December 16, 2020
4ICEAF, INC.
ENGINEERING CONSTRUCTION rION MANAGEMENT
FILAN+O CHECK BUILDING INSff'FC;�TIC7RWN . PLANNING
Client Information:
Stratis Perros, Environmental Services Director
City of Simi Valley
(805) 583-6307 1 _sperros@simivalley.org
Housing Element Update
City of Simi Valley
Dates: April 2020 to Present
Staff: Matthew Maddox (Principal in Charge)
Greg Martin (Planner)
Rincon is currently leading the City of Simi Valley Housing Element Update team. Rincon's role in the Housing
Element Update involves facilitating regular meeting with City staff, reviewing and analyzing the Sites Inventory
in the 2013-2021 Housing Element using Rincon's GIS resources. Rincon staff have prepared a complete housing
assessment and needs analysis consistent with State Housing Element law and HCD's Completeness Review
Checklist. The Needs Assessment was comprehensively updated with the most recent American Community
Survey and housing market data. Rincon utilized GIS, city data, aerial photography, and field observations to
compile a sites inventory. Preparation of the draft Housing Element has involved close collaboration with City staff
and extensive public outreach. Because the Housing Element update is consistent with the land use densities
described in the 2012 General Plan and analyzed in the General Plan EIR, an Addendum to the General Plan EIR is
currently being prepared for the proposed project.
Client Information:
Patsy Chow, City Planner
City of Vista
(760) 726-1340 1 pchow@ci.vista.ca.us
Housing Element Update
City of Vista
Dates: April 2020 to Present
Staff: Matthew Maddox (Principal in Charge)
Brenna Weatherby (Project Manager)
Jenna Shaw (Planner)
Rincon is currently leading the City of Vista Housing Element
Update team with Veronica Tam and Associates (VTA).
Jurisdictions in the San Diego region, including Vista, are in the
process of transitioning from the 51" Cycle planning period to
the 61" Cycle planning period, which covers an eight -year span
from 2021-2029. The Rincon/VTA team is actively working to
analyze the Sites Inventory contained in the 2013-2021
Housing Element to determine which sites can be utilized to
meet the 6th Cycle RHNA allocation. Vista's current
demographics and land use patterns have led to the allocation
of a higher number of above -moderate income units, which is
proving to be somewhat challenging given the lack of vacant land in the City. Rincon is also guiding the City through
the public engagement process through the development of survey questions and facilitation of general public
and decision maker workshops. Due to COVID-19, all engagement must be virtual, including public surveys and
workshops.
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 4
Section 2: References December 16, 2020
4LEAF, INC.
ENGINEERING CONSTRUCTION rION MANAGEMENT
FILAN+O CHECK BUILDING INSff'FC;�TIC7RWN . PLANNING
County of Sonoma
Rezoning Sites for Housing Project Environmental Impact Report
Reference Information: Dates: November 2019 to Present
Nina Bellucci, Project Manager Staff: Matthew Maddox (Principal in Charge)
County of Sonoma
2550 Ventura Avenue
Santa Rosa, California 95403
(707) 565-12361 nina.bellucci@sonoma-county.or
Rincon is currently preparing a Program EIR for the
County's Rezone Sites for Housing Project. The
proposed project will identify sites to be added to
the County's General Plan Housing Element site
inventory to comply with State law and will
implement current General Plan Policies and
Programs that require the County to identify urban
sites near jobs and transit which may appropriately
accommodate additional housing. It will also
identify appropriate sites on which to place the Workforce Housing Combining Zone, which would allow the
development of jobs and/or housing on the same site or within walking distance from one another.
Specifically, project implementation would rezone up to 59 urban sites in designated Urban Service Areas
throughout unincorporated Sonoma County. The project would add sites to the County's Housing Element site
inventory to comply with new inventory requirements in Housing Element law; it would implement current
General Plan policies and programs to consider a variety of sites for higher -density and affordable housing, and
encourage the identification of urban sites near jobs and transit to appropriately accommodate additional
housing.
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 5
Section 2: References December 16, 2020
4LEAF, INC.
ENGINEERING CONSTRUCTION rION MANAGEMENT
!PL AN CHECK BUILDING INSff'FC;�TIC7RWN . PLANNING
4LEAF Project Experience
4LEAF's team is currently engaged in the update of the Housing and Safety Elements for the City of San Marino
and the City of La Canada Flintridge. Our project history includes the below jurisdictions for which the following
services are provided: Comprehensive planning services including Specific Plans, General Plan Amendments,
updates of Housing and Safety Elements, and work on long-range initiatives related to fire resiliency and disaster
recovery. Other planning duties undertaken by our staff include the development of submittal forms to meet
statutory requirements, taking in and reviewing projects for rebuilding and temporary housing, conducting pre -
design rebuild meetings, responding to the planning and zoning information hotline as applicable, conducting
site inspections and property research to support application processing, meetings and application processing.
Planning, Fire Recovery, Permit Processing, Plan Review, and Inspection Services
4LEAF was chosen to perform the Fire Recovery Program Services to include Permitting, Plan r;
Review, Building Inspections, Public Works Inspections, Planning, Code Enforcement, Debris
Removal Managements, Public Outreach, etc. for the 10-year $9.5 billion rebuild.
4LEAF is providing two (2) Planning Technicians, two (2) Associate Planners, and one (1) as -needed Planning
Director & CEQA services to the Town. 4LEAF is responsible for articulating and implementing the community's
vision of the Town's natural and built environment as outlined in the General Plan and the various specific plans.
Planners review entitlement (Variance, Site Plan Permit, etc.)
submittals and ensure that proposals meet Town codes. Planners also
review administrative permits for signs and landscaping, processing
environmental documents, ensuring the compatibility of proposed
projects with existing development, promoting historic preservation,
preparing long range policy documents, and updating the Town's
General Plan and Zoning Ordinance. Services include:
➢ Process existing non -conforming status
➢ Complete staff reports and recommendation for Town council and planning commission
➢ Provide emergency ordinances in relation to the rebuild efforts
➢ Prepare municipal code updates
➢ Zoning reviews and noticing for zoning permits
➢ Complete grant application for applicable projects
➢ Prepare noticing and outreach or upcoming projects
➢ Processing planning applications TUP, CUP, Variances, LUR etc.
Contact:
Susan Hartman
Community Development Director
(530) 872-6291, ext. 114
SHartman(@TownofParadise.com
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 6
Section 2: References December 16, 2020
4LEAF, INC.
ENGINEERING CONSTRUCTION rION MANAGEMENT
!PL AN CHECK BUILDING INSff'FC;�TIC7RWN . PLANNING
Planning Services
4LEAF is currently providing a Senior -Level Planner to the City where we oversee several complex
planning projects. All projects with the City of Pleasant Hill are developer funded and
responsibilities include: (P
➢
Preparing staff reports, resolutions, and ordinances for recommendations by the
Architectural Review Commission, Planning Commission and City Council
Processing applications for minor/major subdivisions
iuuiuu� �q
Planned Unit Development/Specific Plan
,i
General Plan Amendment
Minor/Major Subdivisions
Development Plans
CEQA Review
Architectural Review Permits
Current project support includes:
➢ Downtown Cleveland Multi -family Specific Plan: Architectural Review, Planned Unit
Development/Specific Plan "Concept Plan", Development Plan, General Plan Amendment, and
environmental review for a 189-unit multi -family residential development near the City's Downtown.
Project is preparing for public hearings before the Architectural Review Commission, Planning
Commission, and City Council.
➢ Oak Park Specific Plan: 34 lot major subdivision, development plan, and rezone (PUD). Rezone from R-
10 (SFR 10,000 min) to Multi -family very low density as part of a Planned Unit Development/Specific
Plan, development plan review. Prepared all staff reports and made presentation to the Architectural
Review Commission, Planning Commission, and City Council.
➢ 590 Creekside Minor Subdivision: 2-lot single family subdivision. Prepared all staff reports findings and
resolution for approval before the Planning Commission and City Council.
➢ 2001 CCB Facade Improvements: Facade improvements for a medium sized retail center. Architectural
Review permit. Application withdrawn because of costs.
In addition, our planner assisted the City with securing their SB2 grant.
Contact:
Troy Fujimoto
Interim City Planner
(925) 671-5209
TFuiimotoC@PleasantHillca.or
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 7
Section 2: References December 16, 2020
4LEA F, INC.
ENGINEERING CONSTRUCTION rION MANAGEMENT
FILAN+O CHECK BUILDING INSff'FC;�TIC7RWN . PLANNING
Planning, Code Enforcement, Permit Technicians, Plan Review Services
4LEAF is providing one (1) Associate Planner, one (1) Planning Manager, one (1) Code Enforcement6nla6w,
Officer, and one (1) Senior Permit Technician to assist with the City of Pinole's planning needs.
Those included Developer funded projects below:
➢ Lucky's Fagade Modification — Design review for upgrade to fagade for Lucky's store in a major retail
center. Required Planning Commission approval.
➢ 1409 & 1431 Nob Hill — Design review for two (2) Single -Family residential structures.
➢ East Bay Ophthalmology Center - 1289 Pinole Valley Road. Design review for a 6,900 square foot medical
office building. Planning Commission and City Council approval.
➢ West Coast Arborists, Inc.- Design review for Contractor's yard including remodeling existing 2,000 s.f.
metal building, resurfacing of existing paved area and addition of new paving. Required Planning
Commission approval.
➢ Making Waves Academy Pinole Campus - Application submitted for Design Review and Sign Program of a
new K-4th public school campus on a 7.8-acre infill parcel. The project includes the demolition of the
existing Tenet Medical building and construction of two state of the art two-story classroom buildings, a
multi -purpose building and an administrative building totaling 95,250 square feet and outdoor space.
Required Planning Commission approval (project withdrawn).
➢ Hazel Drive Four -Lot Subdivision / Design Review for single family development and Development
Agreement for roadway connection to Sunnyview Drive, West end of Hazel Drive. Required City council
approval due to Development Agreement.
➢ Pinole Square -Application submitted to renovate and expand the existing Safeway Grocery store and add
a new gas station and construct new commercial pad buildings. Manage environmental review
consultant. Planning Commission and City Council Approval. Finishing up environmental review.
➢ Pinole Woods —Design Review for a 100+ unit senior housing development.
And one City funded project:
➢ Downtown pedestrian/parking study.
Contact:
Tamara Miller
Development Services Director/Engineer
510-724-9017
TMillerC@Ci.Pinole.ca.us
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 8
Section 2: References December 16, 2020
PROPOSALTO PROVIDE
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Ifr
Scope of Work
Submitted by 4LEAF, Inc.
December 15, 2020
4LEAF, INC.
ENGINEERING CONSTRUCTION f"ION MANAGEMENT
!PL AN CHECK BUILDING INSB'FC;�T1C)RWN . PLANNING
SECTION : un
OPE OF WORK
The 4LEAF/Rincon team will work collaboratively with City staff and community stakeholders to prepare the
City's 2021-2029 Housing Element update to comply with all applicable laws and which results in a certified
Housing Element that addresses the housing needs of the City of Santa Clarita.
,,,®,,; ,,,...., „pro,i„ , ,„P , , , „P m, !!2
3.1.1. Kick -Off Meeting. The 4LEAF/Rincon team will schedule a kick-off meeting with City staff to
discuss project expectations regarding coordination, reporting, deliverables, and all other relevant
project information.
i. Deliverable: Meeting summary with project goals, objectives, and action items.
3.1.2. (Project SchedWe. The4LEAF/Rincon team will work with City staff to finalize a project schedule
within two weeks of the kick-off meeting that includes tasks and milestones for certification of
the Housing Element and by HCD by October 15, 2021. The schedule will include project
completion milestones and timelines for outreach and City/HCD review. The schedule will be
compressed due to time constraints and multiple tasks will be performed simultaneously when
possible.
i. Deliverable: Initial project schedule, monthly updated schedules.
3.1.3. (Project Coordination. The 4LEAF/Rincon team will meet regularly with City staff to ensure
objectives and milestones are being achieved. 30-minute biweekly check in meetings are
recommended and an agenda, summary and action items will be prepared.
i. Deliverable: Meeting summaries and scheduling/organization.
®,2... ...... , , „III, Il m„ firm, a iirm,,,,,,,,,,0 t,IIJ,e ii.r U„III,,,,,,,,,,,
3.2.1. Current Safety Hennent. The 4LEAF/Rincon team will review and evaluate the current Safety
Element to determine its compliance with state law. Areas where additional data and input are
needed will be provided in track changes, with links to other documents and data sources.
i. Deliverable: Track changes documents with descriptions and links to relevant
information and data that is transparent.
3.2.2. IProposed Annendi rent . The 4LEAF/Rincon team will provide a track changes document with
recommended changes to the Safety Element to comply with state law, as well as a list of new
data and information to be included and of any corrections to be made to Safety Element Exhibits.
This Scope does not include a comprehensive update of the Safety Element, but the 4LEAF/Rincon
team will work with staff to ensure that all changes that are necessary to comply with state law
have been identified and data provided wherever available.
Deliverable: Electronic copies in Microsoft Word format.
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 9
Section 3: Scope of Work December 16, 2020
4LEAF, INC.
ENGINEERING CONSTRUCTION f"ION MANAGEMENT
FILAN+O CHECK BUILDING INSB'FC;�T1C)RWN . PLANNING
3.2.3. Consistency with ca'th r G rri rA IMan Hennents and State 't IR quiirennen't . The 4LEAF/Rincon
team will work with staff to review the other Elements and policies of the General Plan and will
recommend revisions where necessary to ensure consistency between elements and to meet legal
requirements. This scope does not include a comprehensive update of the Safety Element or
environmental justice goals and policies, but the 4LEAF/Rincon team will work with staff to ensure
that all changes that are necessary to comply with state laws have been identified and that
resources are provided wherever possible.
Deliverable: Electronic copies in Microsoft Word.
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,,,,,,,,,,,,,,,,,,.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,I,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,I,,,,,,,,,,,,,,,,,,,„II,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.
3.3.1. Current Housing Hennen't. The 4LEAF/Rincon team will review and evaluate the current Housing
Element to help identify changes that must be made to comply with current state law and HCD
requirements. Throughout preparation of the Housing Element, 4LEAF staff will communicate
with HCD to ensure that proposed policies and actions will lead to an Element that meets state
requirements and can be certified. Using Annual Reports and working with staff, the consultant
team will prepare the analysis of the City's progress towards meeting the identified goals, policies,
and programs in the existing housing element.
i. Deliverable: Track changes document with recommended revisions and deletions;
table of implementation progress and disposition of existing policies and programs.
3.3.2. Housing Assessment and needs AnMy ii . After receiving demographic, economic and housing
data from SCAG, and after initial community outreach to identify housing issues and needs, the
4LEAF/Rincon team will complete the housing assessment and needs analysis for the new draft
housing element.
Deliverable: Following completion of this Task and of the Constraints Analysis is
3.1.10, a Draft Housing Strategy will be prepared for staff review (see Task 3.1.10
below)
3.3.3. Housing Assessment and needs AnMy ii . SCAG's Draft RHNA Allocation for Santa Clarita is
10,009 units. Based on this allocation, the Housing Element update will require efforts to verify
that existing sites in inventory have sufficient capacity for the RHNA, taking into consideration the
following adequate site requirements under new Housing Element laws:
➢ No net loss of capacity when sites are developed
➢ Continued ability to meet the RHNA by income group
➢ Stringent standards for assessing feasibility when reusing vacant and underutilized sites
that have previously been included in the fifth cycle Housing Element
➢ Ratio of vacant versus underutilized sites
➢ Demonstrated trends of development
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 10
Section 3: Scope of Work December 16, 2020
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A parcel -specific sites inventory will be developed and opportunities for lot consolidation will be
identified. We will prepare an "adequate sites analysis" showing the relationship between the
City's RHNA and the dwelling unit capacity, availability of potential housing sites based on zoning,
infrastructure, and General Plan policies, requirements, and limitations.
AB 1397 (Adequate Sites) and SIB 166 (No Net Loss) impose stringent requirements on the sites
inventory for RHNA. Given the City's development pattern, it is anticipated that most sites
identified in the sites inventory will have an existing use and improvements and will be smaller
than one-half acre. These sites may also have been used in a previous housing element cycle. In
order to include these sites in the sites inventory, additional justification is required and may need
to include:
➢ Lot consolidation potential
➢ Feasibility of development on smaller sites
➢ Impediments for residential development on non -vacant sites
➢ Recent development on similar sites
➢ Substantial evidence of the existing use is likely to be discontinued within the planning
period
Rincon will work with staff and HCD to provide an expanded analysis of the sites inventory. This
may include site visits/surveys and discussions with developers and property owners. Per the RFP,
we understand that the City believes that re -zoning or up zoning will not be required in order to
meet the RHNA allocation. If re -zoning or up zoning will in fact be required, the 4LEAF/Rincon
team will develop a policy and program that addresses the requirement for future updates to the
Zoning Code and map.
i. Deliverables:
➢ Draft Sites Inventory and Review of Sites for Suitability/Adequacy for RHNA
➢ Sites Inventory Justification Documentation
3.3.4. Draft Housing , ,t,�, „t ,g Working with City staff, the 4LEAF/Rincon team will identify the
,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
housing resources available in and to the City. Consultants will also identify governmental and
nongovernmental constraints to the production of housing production. This work will include a
review of existing city regulations, codes, design and development standards, impact fees,
review processes and timelines related to housing. Strategies to reduce constraints identified
through this review process, as well as those identified through community outreach and
interviews with stakeholders, will be included in the Draft Housing Strategy. The Draft Housing
Strategy is a compilation of the housing, economic and demographic data collected to date; the
specific housing needs, opportunities, constraints identified in Santa Clarita; and the draft goals,
policies and objectives to achieve the goal of providing safe, decent housing for all residents.
Following review by the City, the Draft Housing Strategywill form the policy basis for the Housing
Element and will be provided by the public for review and comments prior to the preparation
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 11
Section 3: Scope of Work December 16, 2020
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and release of the Draft Housing Element.
i. Deliverable: Draft Housing Strategy. The draft Housing Strategy will include an
inventory of data and infromation that is easy -to -use and undestandable to staff
and the public.
3.3.5. G rri rA INan Consistency. The 4LEAF/Rincon team will ensure that the new Draft Housing
Element to is consistent with the other Elements of the General Plan and with its environmental
justice policies. The consultant team will work with HCD staff prior to and during the formal Draft
Housing Element review period to ensure state requirements are met and that the Element can
be certified.
Deliverable: Electronic memos in Microsoft Word.
3.3.6. Revised Maps and Figures. The 4LEAF/Rincon team will revise maps and figures in the Housing
Element and Safety Element of the General Plan. Revisions to maps and figures in additional
Elements within the General Plan could be accomplished at normal hourly rates. To accomplish
this Task, the City will make available to the 4LEAF/Rincon team all applicable mapping data and
GIS shape files.
Deliverable: Electronic copies in PDF format and 24" by 36" poster board copies
as needed.
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3.4.1. Ongoing Staff 'ff Review of Draft Sections. As work on the Housing Element progresses, the
4LEAF/Rincon team will work closely with staff to facilitate timely review and inco4poration of
comment. Because of the extremely short time frame for Housing Element preparation and
review, ongoing check -in meetings and communication between staff and consultants will be
essential. The work scope assumes that each of the following documents will have a single round
of non -conflicting comments from the City with a turn -around time of not more than 1 week,
except that the review time for the Draft Housing Strategy will be 2 weeks and review time for the
CEQA document is expected to be 3 weeks: Draft Housing Strategy; Public Review Draft Housing
Element; HCD Review Draft Housing Element; Planning Commission Review Draft Housing Element
(with HCD requested changes, if any); City Council Review Draft Housing Element for Adoption.
i. Deliverable: Electronic copies in Microsoft Word; shared screens in biweekly zoom
meetings to discuss comments and changes.
3.4.2. Draft Housing Hennen't. The 4LEAF/Rincon team with work with City staff throughout the
process to review comments and suggestions, as noted above. The consultant team will
incorporate revisions and prepare the Draft Housing Element using Microsoft Word, in the
established City format, for public review and comment and will submit draft to HCD as required
for review. The consultant will facilitate ongoing consultations with HCD to ensure compliance
with applicable state guidelines and requirements. This will include the proper public outreach as
set forth below in 3.1.18, as well as notification of interested parties and agencies.
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 12
Section 3: Scope of Work December 16, 2020
4LEAF, INC.
ENGINEERING CONSTRUCTION f"ION MANAGEMENT
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i. Deliverable: Eight (8) hard copies and electronic copies in both PDF and
Microsoft Word.
3.4.3. FiinaIl Housing Henn nt. Following the public review and comment period, the 4LEAF/Rincon team
will prepare the final Housing Element in response to comments from HCD, responsible agencies,
City staff, the Planning Commission, City Council, and the public.
i. Deliverable: Eight (8) hard copies and electronic copies in both PDF and
Microsoft Word.
3.4.4. State 't Certification and City Adoption. The 4LEAF/Rincon team has excellent relationships with
HCD staff and will facilitate state review and certification of the Housing Element. Upon adoption
of the Final Draft Housing Element by the City Council, the consultant team will prepare a final
version of the documents for inclusion in the General Plan document. The consultant will prepare
and submit required filings with state agencies and County Recorder's Office.
i. Deliverable: One (1) hard copy and electronic copies of all submitted filings
with applicable state agencies and the County Recorder's Offices in both PDF
and Microsoft Word.
3.4.5. Pubfic Noticing. The consultant will prepare and carry out the appropriate public noticing and
required consultations and notifications per local and state regulations. The consultant shall
coordinate with City staff to allow for adequate review and oversight of noticing materials and
activities. In addition, the consultant is expected to carry out appropriate tribal noticing and
consultation in accordance with statutory timelines; see 3.1.18 below.
i. Deliverable: One (1) hard copy and electronic copies off all notices in both
PDF and Microsoft Word.
Task 3.5. o ii�m ii a firm iiit ii ii�m iirmt firm Public BFI iiriii firm
The Rincon team has become experienced at creating innovative, COVID-compliant outreach strategies that
meet the needs of each specific community. We strive to reach all community members using a variety of virtual
and non -virtual methods through the languages they are most comfortable using, and work closely with local
community groups, organizations, staff, and officials who know Santa Clarita best. Through our work in other
cities, Rincon understands that HCD is placing emphasis on public engagement during the Housing Element
Update and has indicated that they want community engagement to be as wide -reaching as possible.
3. .1 Community Outreach.
Community Workshops will be used to identify key issues to be addressed and to allow Rincon to
understand the desired physical improvements and quality of life strategies from these local
leaders. These meetings also create or strengthen the relationship between the planners and the
community, which will prove to be an asset as the update progresses and for ongoing relationships
after the plan's adoption.
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 13
Section 3: Scope of Work December 16, 2020
4LEAF, INC.
ENGINEERING CONSTRUCTION f"ION MANAGEMENT
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Rincon will assist City staff in preparing for and conducting up to two community workshops to
discuss the Housing Element Update at key points in the process. Public engagement workshops
would be organized around themes. This approach targets notification efforts to specific
stakeholder groups interested in the specific themes and help alleviate any fatigue or schedule
conflicts that stakeholders and community members may feel with in -person participation. In light
of the ongoing COVID-19 health crisis, HCD has stated that it is acceptable for much of the public
engagement to occur online, although multiple engagement opportunities are anticipated. Rincon
has budgeted for, and is prepared to lead, virtual workshops. The Rincon/41LEAF team will prepare
all materials for the workshops and will serve as workshop facilitators.
Online Survey. Knowing that many residents lead busy lives and may not be able to set aside time
or have the ability to attend a virtual workshop, Rincon will design and disseminate a survey that
will allow people to participate on their own time and in their own way. This will include use of a
survey software that will allow community members to participate via cell phone or computer.
Rincon will draft the survey and revise questions based on staff feedback. A printable version can
also be created upon City request for mail dispersal or door hanging/drop-off to be mailed back.
City staff will be responsible for printing, mailing, and receiving physical surveys. Staff will also be
responsible for advertising the survey's availability through the City's other communication
channels. Following its closing, an accompanying summary report will be created with numerical
breakdowns of responses, charts/graphs where applicable, and narrative descriptions of the
qualitative results.
Informational Flyer. It is also recommended that materials be designed for posting at pre-
determined locations to generate interest in the Housing Element Update. These could take the
form of a flyer or postcard that the City will be responsible for distributing and posting on the
City's website. Rincon will provide data and information and develop one information flyer or
postcard (in English and Spanish), but has assumed that the City will be responsible for
development of informational materials and all printing costs.
i. Deliverables:
➢ Materials for community workshops
➢ Online survey and survey results
➢ Survey summary report in PDF format
➢ Informational flyer design in PDF format
➢ Background Housing Element process text for use on City's website
Optional Task: Story Maps: Vision, Issues, and Priorities. Story maps are an educational tool to
help guide the viewer through the history, purpose, and process and easily provide information in
a spatial format. Story Maps are clearly organized, visually appealing, and easy to use and allow
us to tell the story of Santa Clarita and its community and residents. Each story map should focus
on a specific topic and contain a variety of content necessary to help educate stakeholders about
the Housing Element. The 4LEAF/Rincon team will design an online story map that educates and
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 14
Section 3: Scope of Work December 16, 2020
4LEAF, INC.
ENGINEERING CONSTRUCTION f"ION MANAGEMENT
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informs residents and stakeholders about the housing history, conditions, and potential future in
Santa Clarita. Cost for this optional task would be approximately $6,000.
3. .2 Study Session. With the significant changes in State Housing Element law and the size of the
City's RHNA, the Housing Element will be a considerable topic during all engagement workshops.
Rincon will conduct one joint study session with the Planning Commission and City Council to brief
them on the Housing Element process, including the results of community engagement efforts.
Staff will be responsible for preparing the Staff Report and meeting notices; Rincon will provide
one round of consolidated comments on the Staff Report.
i. Deliverable: Comments on Draft Staff Report,
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Our approach to environmental analysis is to develop a user-friendly document that identifies potential CEQA
impacts that need to be addressed.
3. .1 Enviir'onnnervt Il D 't rnniinatiion. Per the RFP, we don't anticipate that the project will require
any changes to the City's land uses and thus we anticipate that preparation of a Mitigated
Negative Declaration (MND) will be the appropriate level of CEQA analysis for the Housing
Element Update. We have prepared our scope of work and cost analysis accordingly but will verify
that assumption during this task to be completed following Subtask 3.3.3 (Housing Parcel
Identification Analysis). If substantial rezoning/upzoning is needed to accommodate the RHNA,
and it is determined that an MND is not the appropriate level of CEQA analysis, Rincon will contact
the City immediately to discuss the timing and cost implications.
i. Deliverable: None
3. .2 Draft of Enviironnn rvt Il Army ii
Rincon will prepare an internal review (Administrative) Draft Initial Study (IS). Rincon will use the
City's preferred format, which we anticipate will be the suggested checklist from Appendix G of
the CEQA Guidelines. The Administrative Draft IS will address each of the items on the
environmental checklist. Additional attention will be paid to Greenhouse Gas and Wildfire impacts
as these categories were added to the Appendix G checklist in 2018, after the adoption of the
2010 One Valley One Vision General Plan Final EIR. As appropriate, impacts will be quantified and
compared to adopted thresholds of significance. Rincon will submit an electronic copy of the
Administrative Draft IS in PDF and Word format.
It is important to note that we do not anticipate the preparation of a stand-alone traffic impact
report as land use changes are not forecast at this time. Any traffic impacts would have been
anticipated and studied per the land uses proposed under the 2010 One Valley One Vision General
Plan Final EIR. If the RHNA cannot be accommodated under existing conditions, Rincon will contact
the City immediately to discuss the timing and cost implications.
Following a 21-day review period, we have assumed that one round of consolidated comments
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 15
Section 3: Scope of Work December 16, 2020
4LEAF, INC.
ENGINEERING CONSTRUCTION f"ION MANAGEMENT
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will be provided by the City. Rincon will respond to City comments on the Administrative Draft IS-
MND and submit one electronic copy of the Public Review Draft IS-MND in PDF and Word format
and three (3) bound hard copies.
i. Deliverables:
➢ Administrative Draft IS-MND (electronic delivery)
➢ Public Review Draft IS-MND (electronic delivery and three (3) hard copies)
3. .3 EnvironnnentaIl Outreach, Noticing, and IMing
Rincon will prepare a draft Notice of Intent (NOI) to adopt a Mitigated Negative Declaration for
City review and will revise the NOI per one round of consolidated comments. Rincon will submit
the IS-MND to the State Clearinghouse (SCH) for a 30-day public review via the online portal;
submittal will include the IS-MND, SCH Summary Form, and SCH Notice of Completion, all in PDF
format. Rincon will also post the document with the Los Angeles County Clerk's office and will
arrange for posting in a local newspaper We have assumed a not to exceed cost of $2,000 for the
newspaper notice for the purposes of this proposal.
The City will be responsible for distributing the NOI and IS-MND to responsible agencies and other
interested parties, as well as radius label and other noticing required under CEQA or City
procedures. Rincon can advise the City on these requirements if needed.
SB 18 and AB 52 Assistance
Under Assembly Bill 52 (AB 52), the City of Santa Clarita, as the CEQA lead agency, is required to
begin consultation with California Native American tribes that are traditionally and culturally
affiliated with the project area prior to the release of the CEQA document. Rincon will assist the
City with consultation for AB 52 by providing the City with letter templates, checklists, and
detailed instructions to ensure meaningful consultation with interested Native American groups
can be completed in accordance with AB 52. We assume that the City will provide Rincon with a
list of tribal groups to contact to satisfy AB 52. Rincon may request an AB 52 consultation list from
the Native American Heritage Commission (NAHC) on behalf of the City, should the City choose to
request such a list from the NAHC.
Rincon will also assist the City with Native American government -to -government consultation in
accordance with Senate Bill 18 (SB 18). SB 18 assistance will include preparation of an SB 18-
specific SLF search request to the NAHC and letter templates, checklists, and detailed instructions
to ensure meaningful consultation with interested Native American groups well as providing the
City with a tracking sheet and instructions for successful SB 18 consultation. Native American
contacts have 90 days to respond and request further consultation.
Rincon has also scoped for participation in up to 6 one -hour conference calls during the SB 18 and
AB 52 process. Due to COVID-19, Rincon assumes no in -person meetings will take place. Rincon
assumes that the City will be responsible for scheduling meeting dates. Upon conclusion of SB 18
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 16
Section 3: Scope of Work December 16, 2020
4LEAF, INC.
ENGINEERING CONSTRUCTION f"ION MANAGEMENT
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and AB 52 consultation, Rincon will prepare one technical memorandum documenting the results
of consultation efforts to provide to the City.
Deliverables:
➢ NOI, SCH Summary Form, SCH Notice of Completion, and NOD forms (electronic
delivery in PDF and Word format and one hard copy)
➢ SIB 18 and AB 52 Assistance
o Consultation/outreach package (electronic delivery)
3.6.4 FiinaIl Enviironnnervt Il AnMysis
Upon receipt of public comments on the Draft IS-MND, Rincon will prepare draft responses to comments
for City review and prepare the Administrative Final IS-MND. Although CEQA does not technically require
written responses to comments on MNDs, we recommend preparing written responses to show that
comments have been "considered" as required by CEQA. Rincon will be responsible for distributing copies
of the Responses to Comments to all who commented on the Draft IS-MND and have assumed a budget
of $150 for reproduction costs and mailing associated with the distribution of Responses to Comments. If
responses are delivered via email, this cost will not be billed.
We assume that two rounds of review of the Administrative Responses to Comments and Final MND will
be required. Prior to or following IS-MND approval, we will provide a PDF of the Final IS-MND (including
responses to comments) and up to eight bound hard copies. The Final IS-MND will include a Mitigation
Monitoring and Reporting Program (MMRP), which will be presented as a table listing all mitigation
measures, indicating what monitoring actions are required, the department(s) and or agencies responsible
for monitoring, and when monitoring is to occur.
Prior to approval of the IS-MND, Rincon will prepare a draft Notice of Determination (NOD) and will revise
the NOD per one round of consolidated comments.
i. Deliverables:
➢ Administrative Final IS-MND (electronic delivery in PDF and Word format and eight hard
copies)
➢ Administrative Responses to Comments (electronic delivery in PDF and Word format and
eight hard copies)
➢ Mitigation Monitoring and Reporting Program (electronic delivery in PDF and Word format
and eight hard copies)
➢ Final MND (electronic delivery in PDF and Word format and eight hard copies)
3.6.5. Adoption
Per the RFP, this subtask is required for the preparation of findings to support the CEQA documentation.
Findings do not need to be prepared for Negative Declaration (ND) or MND level analyses. Therefore, we
do not believe that the preparation of findings, as requested in the RFP under this subtask, will be
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 17
Section 3: Scope of Work December 16, 2020
4LEAF, INC.
ENGINEERING CONSTRUCTION f"ION MANAGEMENT
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necessary. If it is determined that an ND or MND is not the appropriate level of CEQA analysis, Rincon will
contact the City immediately to discuss timing and cost implications related to the preparation of findings.
The preparation of the Final MND is addressed above in Subtask 3.6.4. Following adoption of the Final
MND, Rincon will file the NOD and the Final MND with SCH and the Los Angeles County Clerk's office. The
City will be responsible for the applicable administrative or California Department of Fish and Wildlife
(CDFW) filing fees.
i. Deliverables:
➢ None —form preparation addressed in subtask 3.6.3.
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 18
Section 3: Scope of Work December 16, 2020
PROPOSALTO PROVIDE
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Schedule
Submitted by 4LEAF, Inc.
December 15, 2020
3.1.1
IIW
Kick Off meeting
IIW
2/1/2021
IIW IIW
2/15/2021
IIW
2 weeks
3.1.2
Schedule
2715/2021
2/28/2021
2 weeks
3.1.3
Coordination
2/1/2021
10/15/2021
42 weeks
3.2.1
Current Safety Element
2/1/2021
4/1/2021
8 weeks
3.2.2
Safety Element Amends
3/15/2021
5/1/2021
6 weeks
3.2.3
GP Consistency Review
3/1/2021
5/1/2021
8 weeks
3.3.1
Current Housing Element
3/1/2021
5/1/2021
8 weeks
3.3.2
Needs Analysis
3/1/2021
5/1/2021
8 weeks
3.3.3
Housing Inventory Analysis
3/1/2021
5/15/2021
10 weeks
3.3.4
Draft Housing Strategy
4/15/2021
6/15/2021
8 weeks
3.3.5
GPC Memos
3/1/2021
10/1/2021
32 weeks
3.3.6
Revise Maps & Exhibits
8/1/2021
10/1/2021
8 weeks
3.4.1
Ongoing Staff Review
5/1/2021
10/15/2021
18 weeks
3.4.2
Draft Housing Element & HCD 60
day review
7/15/2021
9/15/2021
8 weeks
3.4.3
Final Housing Element
10/1/2021
10/14/2021
2 weeks
3.4.4
Adoption & Certification
10/14/2021
1/15/2022
90 days (HCD)
3.4.5
Public Noticing
4/1/2021
10/15/2021
22 weeks
3.5.1
Public Outreach
3/1/2021
10/14/2021
30 weeks
3.5.2
Study Session
5/15/2021
6/15/2021
4 weeks
3.5.3
Public Hearings
8/15/2021
10/14/2021
8 weeks
3.6.1
Environmental Analysis
5/15/2021
8/15/2021
12 weeks
3.6.2
Draft ND
8/15/2021
9/15/2021
4 weeks
3.6.3
Noticing, Outreach & Filing
9/15/2021
10/1/2021
2 weeks
3.6.4
Final ND
9/15/2021
10/1/2021
2 weeks
3.6.5
Adoption of ND
10/1/2021
10/14/2021
2 weeks
PROPOSALTO PROVIDE
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Project Management
Submitted by 4LEAF, Inc.
December 15, 2020
SECTION 5: PROGRAM MANAGEMENT
Timeline for Santa Clarita
11
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All work products will receive internal editing and review by a Principal in Charge prior to being
transmitted to the City for their review. The 4LEAF/Rincon team have found that this double layer of
review is the best way to ensure a quality work product that meets our client's needs. Our firms
have worked with over 200 jurisdictions combined and are able to adapt to existing procedures or
use our experience to offer new program management protocols to help bring project success into
fruition. We look forward to working with the City so we can demonstrate firsthand the quality of
our teams.
PROPOSALTO PROVIDE
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Personnel, Equipment, and Facilities
Submitted by 4LEAF, Inc.
December 15, 2020
4LEAF, INC.
ENGINEERING CONSTRUCTION rION MANAGEMENT
FILAN+O CHECK BUILDING INSff'FC;�TIC;7RWN . PLANNING
SECTION 6- PERSONNEL
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4LEAF, Inc. (4LEAF) is a California "C" Corporation established in 1999 and incorporated in 2001. Our extensive
team of professional planners are fully equipped with the training and experience to provide the 2021-2029
Housing & Safety Element Update to the City of Santa Clarita (City) as described in the RFP. 4LEAF's commitment
is to set the industry standard for excellent customer service as we continue to grow our highly qualified staff of
300+ professional personnel throughout California, Washington, Nevada, and New England.
Firm Principals
President: Kevin Duggan
(P) — (925) 462-5959 (E) — I<duggan@41eafinc.com
Vice President: Gene Barry, P.E.
(P) — (925) 462-5959 (E)—gbarry@41eafinc.com
Vice President: Bert Gross, P.E.
(P) — (916) 965-0010 (E) — bgross@4leafinc.com
Project Manager: Michael Renner, CBO
(C) — (925) 785-3581 (E) — mrenner@4leafinc.com
4LEAF employs over 20 professional planners with a variety of skills and experience, which will provide the depth
of staffing necessary to achieve all requirements and needs of the City. 4LEAF approaches client relationships
differently than what you might encounter with a large corporation. The 4LEAF philosophy is to be the best firm
by providing our clients with outstanding customer care and first-rate costumer service —we put our philosophy
into action by building relationships and prioritizing the needs of our clients. This has led us to become the industry
leader in providing planning and community development services to public agencies throughout California and
we look forward to the opportunity to provide our services to the City.
We have experience working with AB 1394 (additional analysis for non -vacant housing sites in inventory), SB
166 (No Net Loss law), AB 686 (Affirmatively Furthering Fair Housing), SB 330 (Housing Crisis Act of 2019), and
all new laws related to ADUs. 4LEAF planners are well equipped and capable of interpreting plans, policies, and
codes quickly and concisely in order to ensure timely turnaround for various planning applications. Whether a
CUP/AUP, Development Review, Subdivision or Map Reviews, to General Plan or Zoning Amendments, rest
assured that 4LEAF planners have the necessary experience to complete the request. In addition, our planners
possess the technical writing and report preparation skills needed to convey the greatest detail in a manner that
is easy to understand with recommendations based on findings of fact rooted in the plans, policies, and codes.
4LEAF planners are expected to comprehend plans, policies, and the codes of our client agencies to the greatest
extent possible prior to beginning assignments. This can only be accomplished through years of understanding
public policy development and administration. We understand a wide range of planning principles and have
mastered the concepts of planning. 4LEAF planners have successfully managed complex projects from pre -
application through final approval including environmental review and certification. We think beyond the written
word and expand into alternatives in the best interest of the community while staying within the established
mission and vision. At 4LEAF, we perform a deep dive into agency plans and policies to fully comprehend the
vision, mission, and culture of your organization.
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 21
Section 6: Personnel, Equipment, and Facilities December 16, 2020
4LEAF, INC.
ENGINEERING CONSTRUCTION rION MANAGEMENT
FILAN+O CHECK BUILDING INSff'FC;�TIC7RWN . PLANNING
4LEAFKICKy Personnel
As your consultant, we understand that our role is to be an advocate on behalf of Santa Clarita and represent
the City's best interests. 4LEAF's team will function as an extension of City staff, seamlessly integrating with the
personnel and practices established by the City while adding the perspective and expertise that only 4LEAF's team
can offer. Our goal, which we have successfully accomplished on previous clients' projects, is to have our staff
integrate with yours and be accepted as an essential part of the City. 4LEAF assures the City that we can provide
redundancy of services should the need to provide a backup team member arise.
Primary Contact: Jane Riley. AICP — Principal Planner
Jane is an experienced AICP-certified planning manager with a proven history of advancing
successful planning and housing policy initiatives. She sits on the Housing Methodology
Committee for the Association of Bay Area Governments and is driven to find effective ways to
solve the housing crisis using her 30 years of experience. Her goal is to assist local agencies with
the preparation of state -certified Housing Elements that meet community needs and statutory
objectives. Jane has experience leading teams in the preparation of various Specific Plans, Local
Coastal Plans, Housing Elements, Safety Element Updates, General Plan Updates, and Zoning
Ordinances. Working mostly in the public sector, Jane has been preparing housing elements and housing policies
and programs for the last 30 years. She has prepared both city and county elements for communities ranging in
size from under 10,000 to over 500,000, from Healdsburg to the County of Sonoma. She is currently leading the
4LEAF team in the preparation of San Marino's Housing Element.
Jane's contact information: Office - (949) 877-9432 1 Cell - (707) 309-4775 1 Email-jriley@4leafinc.com
Jason Neuman — Senior Planner
Jason is a senior fire protection planner with more than 30 years of experience as a fire safety
professional. Jason has represented fire departments in the planning and development review
process, conducted CEQA reviews, and provided comments for development projects analyzing
the impacts to the fire departments level of service. Jason has performed a full range of fire
inspections, planning, mitigation, structure defense and evaluation of residential structures for
the insurance industry and liaison to fire officials at WUI incidents.
Jason's contact information: Office - (949) 877-9432 1 Cell - (951) 551-3863 1 Email - Ineuman@41eafinc.com
4LEAF Support Staff
Eduardo Hernandez — Senior Planner, Translation Specialist
Originally from the San Diego and Tijuana binational area, Eduardo is proficient in Spanish at a
native level. He graduated from Cal Poly Pomona with a Bachelor's in Urban and Regional
Planning in 2015 and has planning experience in a wide variety of projects in both urban and
rural areas, involving project review and community outreach. Eduardo is passionate about
helping facilitate responsible initiatives that will provide continuous opportunities for livable
and equitable communities.
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita
Section 6: Personnel, Equipment, and Facilities
Page 22
December 16, 2020
4LEAF, INC.
ENGINEERING CONSTRUCTION rION MANAGEMENT
FILAN+O CHECK BUILDING INSff'FC;�TIC7RWN . PLANNING
Daniel Hortert, AICP — Planning Manager
Daniel has over 25 years of planning and development services experience including 20 as a
public servant for municipalities with populations ranging from 3,500 to over 3.5 million. Daniel's
experience covers a range of municipal planning and development functions including Planner,
Senior Planner, Planning Manager/Principal Planner, and Department Director for municipal,
county, and private sector agencies. He is experienced in land development, construction,
community engagement/education, project management, project budget control and oversight.
Karna Wong, Ph.D, AICP — Planning Manager
With over 20 years of valuable industry experience, Karna is a proven leader with a record of
success. Karna demonstrates expert -level knowledge in planning, as demonstrated in her
academic and professional pathways. Karna is a driven professional who can achieve and surpass
optimum goals within set deadlines and budgetary restrictions. Her strong capabilities in team
building, communication, customer service, company development, and field knowledge make
her an asset to any team.
Shaveta Sharma — Associate Planner
Shaveta is an experienced Program Planner with more than 6 years of related work experience.
With her thorough knowledge of project management and coordination, development
processes, and client representation, Shaveta provides a fresh perspective and drive to this field.
Competent in applying technical knowledge and following proper project protocols, Shaveta
excels in preparing and reporting performance data, identifying trends and areas for
improvement, and analyzing efforts to develop solutions to project issues that may arise.
Aakash Shah —Associate Planner
Aakash has 8 years of experience in understanding and interpreting City codes, analyzing
policies, reviewing site plans, designing for urban environments, and reviewing proposals. His
extensive academic and professional knowledge of the field makes him a strong addition to any
project and team. With a creative and technical mind, Aakash uses his abilities to bring projects
from creation into successful completion.
Aundrea Cruz —Associate Planner
Aundrea graduated from a Masters program at Cornell University where she studied City &
Regional Planning. Aundrea brings with her a compendium of knowledge, talent, and
professional goals that 4LEAF is excited to have on our team. As a trained and experienced
researcher, Aundrea knows the ins and outs of planning and can offer a well of insight to any
project. With excellent written and communication skills on top of a strong professional and
academic background, Aundrea's affinity for detail and design make her a strong planner.
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 23
Section 6: Personnel, Equipment, and Facilities December 16, 2020
4LEAF, INC.
ENGINEERING CONSTRUCTION rION MANAGEMENT
!PL AN CHECK BUILDING INSff'FC;�TIC7RWN . PLANNING
tl iii n c n KICK IIrS llim n 111
Matthew Maddox, AICP I Principal
Matthew is involved in a wide range of urban planning and land use studies, sustainable,
resilient and adaptation policy development, air quality and greenhouse gas analysis, and
CEQA/NEPA environmental documentation, as well as community involvement and
permitting activities. Mr. Maddox has a strong background in land use and transportation
planning, policy, and environmental planning. He has contributed to successful
environmental and planning projects ranging from general plans to focused inner city
redevelopment studies, to climate action plans and documentation for compliance with
environmental regulations, to greenhouse gas emissions analysis for industrial facilities.
Brenna Weatherby I Senior Program Manager
Brenna has over 19 years of experience in city planning, long range community planning,
discretionary permit processing, and environmental analyses. Her areas of expertise include
planning and zoning compliance, General Plan, Specific and Master Plan Preparation,
community outreach, CEQA/NEPA analysis and compliance, local facilities analysis, and
transportation planning. Brenna is skilled at leading teams through strategic planning
sessions and neighborhood forums. She serves as the Program Manager for many on -call
contracts and is leading the General Plan and Housing Element update efforts in the cities
of Carlsbad, Vista, and Bakersfield.
Greg Martin, AICP I Senior Planner
Greg has over 15 years of experience in environmental consulting, including management
and preparation of planning and environmental documents and specialized technical
studies for a variety of residential, commercial, mixed -use, and other projects. His planning
experience includes managing the current Camarillo Housing Element Update, the
Environmental Impact Report (EIR) for the City of West Covina's General Plan and
Downtown Plan and Code, the Rancho Mirage General Plan, and as well as work on the
City of Alhambra General Plan; noise elements for the cities of Camarillo, Solvang, and
Coachella; and assisting the City of Ventura with its 2014-2021 Housing Element Update
and the City of Port Hueneme with its current Housing Element Update.
Jenna Shaw I Planner
Jenna Shaw is and experienced land use planner, specializing in General Plan element
preparation and CEQA documentation for General Plans, Zoning Ordinances, and related
long range planning documents. Ms. Shaw is serving as a facilitator for the City of Carlsbad
Housing Element Advisory Committee and is assisting with the preparation of Housing
Elements for the cities of Vista and Corona. She previously assisted with the preparation of
the California State University, Fullerton Campus Master Plan Update EIR, Somis Ranch
Farmworker Housing EIR, and the City of Kerman General Plan Background Report.
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 24
Section 6: Personnel, Equipment, and Facilities December 16, 2020
PROPOSALTO PROVIDE
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Resumes
Submitted by 4LEAF, Inc.
December 15, 2020
IExlpeirdence
30 years
IEducafdon
MA, Housing & Community Development
(Interdisciplinary Studies)
BA, Environmental Studies & Planning
Management Certificate
University of the Pacific
Ceir4dfdcafdons
AICP
Awards
APA California Chapter Opportunity &
Empowerment Award of Merit, 2019
California State Association of Counties
Challenge Award, 2017
California Planning Director's Association
Recognition Award, 2016
SELECT PROJECT EXPERIENCE
Jane Riley,
Principal Planner
Experience Summary
Jane is an experienced AICP-certified planning manager with a proven
history of moving forward successful planning and housing policy
initiatives. She is driven by the need to get out of our own way to solve
the housing crisis. Her objective is to assist local agencies with the
preparation of state -certified Housing Elements that meet community
needs and statutory objectives.
Jane has a wealth of experience leading the preparation, adoption, and
certification efforts for Housing Elements. She has led initiatives to
rezone over 50 housing sites for 2022 Housing Elements, managed efforts
to adopt inclusionary and workforce housing programs in Sonoma
County, created sixteen different zoning programs to implement housing
policies, and directed progressive and award -winning housing programs.
4LEAF, Inc. — Bay Area, CA
Piriinciilpall Pllanneir
2020 - Present
Jane is our lead in planning projects that require an expert hand in General Updates and Housing
Elements. She supervises and participates in advanced, highly complex professional planning activities
and performs complex and sensitive professional planning projects, conducts research and analysis,
monitors and ensures compliance with local, state, and federal laws, oversees specialized planning
functions such as large-scale new development proposals and environmental studies, and provides overall
management of division -related planning issues.
County of Sonoma — Sonoma, CA
Nanning Division Manager
2017 - Present
After 14 years with the County, Jane advanced to the Planning Division Manager position where she
monitors the County's planning budget, inventory, and production schedule. She maintains optimally
efficient inventory of production materials, creates planning studies, and generates reports about new
programs, plans, and regulations. Additional duties include developing proposals to ensure compliance
with codes and regulations and managing all general planning issues for the division.
A& 4L.1EAF. INC. 1 of
Comprehensive Nanning Supervisor
2015 - 2017
Jane performed a variety of complex professional planning and redevelopment work and provided
professional information and assistance to the Department, the Planning Commission, the City Council,
developers, contractors, and the general public. Additional responsibilities included performing long-
range and special planning projects, managing projects, preparing reports, reviewing complex projects.
Housing Pllanneir
2003 — 2015
In her first role with the County, Jane focused on advancing land use and regional housing policy initiatives,
implementing State laws including housing laws via zoning code updates, managing the County's housing
program, applying for and administering State and Federal grants, creating annual and quarterly
monitoring reports, and taking the lead role in creating coordinated area plans. She implemented state -
mandated housing requirements, worked with consultants to prepare housing element updates, and
managed housing programs based on the regional housing needs allocation process and complexities
surrounding housing production.
City of Sebastopol — Sebastopol, CA
Associate Pllanneir
1994 - 2002
In her 8 years with the City, Jane's main responsibilities as an Associate Planner included:
• Developed studies and reports to support new and updated plans, programs, and regulations
• Reviewed and assisted in the review of moderately difficult development proposals and site plans
for conformance with codes, plans, and regulations
• Prepared and presented detailed reports on development proposals to government bodies
• Collected a variety of statistical data and prepared reports and maps on topics such as census
information, land use, tax base data, and occupancy rates
• Evaluated or assisted in the evaluation of re -zonings, ordinance amendments, site plans, special
use permits, variances, and other proposals
• Acted as liaison between community groups, government agencies, developers, and elected
officials in developing neighborhood plans
• Coordinated community review of public and private development projects
Ox
4LEAF. INC. 2of2
Jason P. Neuman
Senior Planner
IExpeirdence
30+years
Experience Summary
�Educatdon
With over 30 years of professional fire experience in all aspects of
AS, Hazardous Materials Specialist
Palo Verde College
prevention, investigation, and technology, has provided code adoption
Certificate in Land Use & Env. Planning
assistance, managed fire safety programs including plan review, building
UC, Riverside
construction, hazardous materials, inspection, land use planning, pre -fire
AS, Fire Technology, Chief Officer
AS, Fire Administration
management, public education, damage inspection and weed
Santa Ana College
abatement. He also performed a full range of fire inspections, planning,
BS, Fire Protection Admin & Technology
mitigation, structure defense and evaluation of residential structures for
CSU, Los Angeles
AS, Public Fire Service
the insurance industry and liaison to fire officials at WUI incidents. His
Rancho Santiago College
proven track record of leadership in tandem with his experience working
Ceirdfdcatdo'ns
both on the field and in management roles help bring projects in on time,
CSFM
Firefighter I & II
on budget, and to successful completion of project goals. He is skilled in
Confined Space Awareness
his craft and has a wealth of energy experience that provides the needed
Public Display Fireworks
River and Flood Water Rescue
time, effort, and quality to client projects.
Low Angle Rescue
Rescue Systems I
Structure Fire Control III
SELECT PROJECT EXPERIENCE
Wildland Fire Control VII
4LEAF, Inc. — Bay Area, CA
S/T Leader ICS S-334
Staging Area Manager ICS S-236
Senior Pllanneir/Fiire Mairshall
Div/GrSup ICS 5-339
Jason is our lead in fire -related projects that require an expert hand in
1-400
review, inspection, or planning. He provides management for all teams
Fire Prevention 2A, 2B, 2C
Fire Protection Specialist
involved to reach successful project completion.
Fire Officer & Chief Officer
Fire Marshal
DUDEK-Environmental and Engineering —Encinitas, CA
Fire Investigator I
fir. Fire Pllainineir
Fire Instructor I & 2B
Fire Prevention Officer 1
In this role, Jason served as a member of an interdisciplinary team,
Public Education Officer I
preparing and writing fire protection plans for new development projects
Driver Operator I
Multi -Agency Truck Academy
as well as reviewing and commenting on wildfire mitigation plans for the
401 Fire Safety Officer
utility industry, conducting fire behavior analyses, and risk assessments.
1-403 Public Information Officer
Additional duties included reviewing CEQA documents dealing with
EMT I
wildland impacts for long range planning and development projects,
Hazmat Technician
Auto Extrication
working with client and government officials to ensure code compliance,
NFSAUnderground Systems
and providing input and recommendation strategies for fire
FEMA Emergency Management
management, prevention, and mitigation. Jason also participated in the
FEMA IS-700, IS-800, IS-900
FEMA Operations Section Chief
development, review, and modification of fire protection plans. He
FEMA Liaison Offiicer
reviewed environmental documents, fire management plans, and
Fire Investigation 2A, 2B
conducted research including field surveys, computer modeling, specific
Fire Prevention 3A, 3B
literature and adopted codes.
Fire Plans Examiner
+20 additional certifications
A& 4L.IEAF. INC.
1 of
Travertine Point Specific Plan — Riverside and Imperial Counties, California
Served as the Fire Department Agency Representative and Liaison to the lead agency. Reviewed
environmental documents, performed a risk analysis to identify fire department impacts to level of
service. Provided mitigation measures to reduce the impacts.
Lakeview Nuevo Village Specific Plan — Nuevo, California
Served as the Fire Department Agency Representative and Liaison to the lead agency. Reviewed
environmental documents, performed a risk analysis to identify fire department impacts to level of
service. Provided mitigation measures to reduce the impacts to service demands. Assisted with
development agreements for property acquisition for a new fire facility, fire station design, equipment
specification, staffing levels and response analysis.
City of Perris Fire Station 101— Perris, California
Served as the Fire Department Agency Representative, Project Manager, and Liaison to the lead agency,
architect, and general contractor. Provided input for new fire facility, fire station design, site planning,
equipment specification, staffing levels, furniture fixture/equipment and response analysis.
Riverside County Fire Department Station 96—Temecula, California
Served as the Fire Department Agency Representative, Project Manager, Liaison to the lead agency,
architect, and general contractor. Assisted in the development agreement for property acquisition of new
fire facility, fire station design site planning, equipment specification, staffing levels, and furniture
fixture/equipment and response analysis.
Genesis Solar Energy Project, California Energy Commission — Blythe, California
Served as the Fire Department Agency Representative and Liaison to CEC. Reviewed environmental
documents, performed a risk analysis to identify fire department related impacts for access, water supply,
staffing and response capabilities. Provided acceptable mitigation measures to reduce the impacts and
assisted with the development mitigation agreement.
California Energy Commission, Palen Solar Power Project — Desert Center, California
Served as the Fire Department Agency Representative and Liaison to CEC. Reviewed environmental
documents, performed a risk analysis to identify fire department related impacts for access, water supply,
staffing and response capabilities. Provided acceptable mitigation measures to reduce the impacts and
assisted with the development mitigation agreement.
California Energy Commission, Blythe Solar Power Project — Blythe, California
Served as the Fire Department Agency Representative and Liaison to CEC. Reviewed environmental
documents, performed a risk analysis to identify fire department related impacts for access, water supply,
staffing and response capabilities. Provided acceptable mitigation measures to reduce the impacts and
assisted with the development mitigation agreement.
Insurance Service Organization (ISO) Re -Classification — Riverside County Fire Department, CA
Served as the Fire Department Agency Representative/Project Manager and Liaison to the ISO. Performed
a risk analysis of the fire departments communications/dispatching, training, fire stations, fire apparatus,
fire prevention and municipal water supply systems for the unincorporated areas and 16 contract cities
within the service territory for the Riverside County Fire Department. Assisted ISO obtaining the required
information for the revised classification. Completed in 2018
ox
4L EAF. INC. 2of4
Eduardoroe o
Senior Planner
IExlpe'rdence Experience Summary
5+ years
Originally from the San Diego and Tijuana binational area, Eduardo is
IEducafuon proficient in Spanish at native level. He graduated from Cal Poly Pomona
B.S., Urban and Regional Planning
Cal Poly San Luis Obispo with a Bachelor's in Urban and Regional Planning in 2015. He has
Ilplanning experience in a wide variety of projects in both urban and rural
....an�aes
English areas, involving project review and community outreach. Eduardo is
Spanish passionate about helping facilitate responsible initiatives that will
provide continuous opportunities for livable and equitable
communities. Eduardo is adept in general planning code interpretation,
CEQA, research and report preparation, community outreach, and is
proficient in speaking and writing in English and Spanish.
Select Professional Experience
4LEAF, Inc.
Senior Pllanneir
2020 - Present
As a Senior Planner, Eduardo manages projects for administrative, discretionary, and legislative
compliance, processes development proposals, and prepares environmental documents for land use
development projects. Eduardo also leads many of our community outreach efforts where he can utilize
his proficiency in Spanish translation.
County of Sonoma, Planning Division
Senior Pllanneir
2020 - Present
Eduardo contributed to many planning projects that involved environmental review, provided thorough
staff reports, and participated in collaborative work for environmental justice and community outreach.
County of Mendocino
Associate Pllanneir
2018 - 2020
In this role, Eduardo performed environmental reviews, staff reports, and prepared presentations for
conditional use permits and subdivisions. He also provided administration and inspection of the
County's surface mining operations and reported to the State.
County of Mendocino
Assistant Pllanneir
2016 - 2018
Eduardo responded to the public's inquiries, addressing topics such as zoning codes, general plan
interpretations, plan checks, and business licenses.
1IF4LEAF. INC
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IE...xpeidence
25+ years
Core Conrnpefeincies
Technical Plan and Compliance Review
Project Management
Policy Development and Administration
Technical Writing and Presentations
IE..ducaf on
University of Cincinnati (1996-1998),
Master of Community Planning
(MCP)
University of Southern California
(1993- 1996), BS Planning and
Development (BS PLD\�
Grossmont Community College (1991-
1993), AA General
Stud i e s/Arch i to ct u re
Ceirdficafes & AcNeven neinfs
American Institute of Certified Planners
#016957 (7/2001)
International Code Council certifications
(7) for residential and commercial
construction
Plan204O Comprehensive Plan
Dona Ana County, NM
CNU27 Charter Award Winner
Daniel J. Hortert,
Director of Planning
Experience Summary
Daniel has over 25 years of planning and development services
experience including 20 as a public servant for municipalities with
populations ranging from 3,500 to over 3.5 million. Daniel's
experience covers a range of municipal planning and development
functions including Planner, Senior Planner, Planning
Manager/Principal Planner, and Department Director for municipal,
county, and private sector agencies. He is experienced in land
development, construction, community engagement/education,
project management, project budget control and oversight,
residential, commercial and industrial site planning and compliance
review, and entitlements from single -lots to large complex master
planned communities.
Daniel has extensive experience administering and managing
regulatory document preparation including creating and updating land
development ordinances, comprehensive and general plans,
traditional and form -based coding, development agreement
negotiations, and residential and commercial design guidelines. His
recent planning assignments on behalf of 4LEAF include the cities of
Pleasant Hill, Pinole, and Greenfield.
Select Professional Experience
Pirofessicinall Affiiiaficins
4LEAF, Inc. - City of Pleasant Hill, CA
American Institute of Certified
Planners (2001-Present)
Contract Project Planner
American Planning Association
Daniel is responsible for the following while working with the City:
(1993-Present)
• Acts as project manager for five development applications
California Chapter (Current Chapter
• Liaison to commissions, boards, and council
International Economic Development
• Design and compliance review with City standards
Council (2012-Present)
• Tentative Maps
International City/County
• Master Sign Programs
Management Association # 749050
. General and Specific Plan Development/Amendments
• Research and assist with grant funding application (SB 2)
4LEAF, Inc. - City of Pinole, CA
Contract Planning Manager
Daniel was responsible for the following while working with the City:
• Supervised Planning, Building, Code Enforcement, and Permit staff
4LEAF. INC.
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Daniell J. V° ortert, MCP, MCP
• Administered General Plan/Specific Plans, Zoning/Subdivision
Ordinances, Design Guidelines, CEQA Compliance, and others
• Advisor to various councils, boards, commissions and elected officials on planning -related issues
• Served as liaison and perform necessary functions in support of the Planning Commission
including project review, staff reports, recommendations, resolutions, conditions of approval,
etc.
• Provided high levels of customer service to the public, internal and external departments, and
agencies
• Provided environmental reviews for development projects
Dona Ana County, NM
Economic Development ManagerlDirectorlSenior Planner
8/2011 - 1/2019
• Oversaw County Economic Development functions
• Promoted, expanded, retained business operations county -wide
• Processed and administered Local Economic Development Act (LEDA) applications/contracts
• Worked with area agencies to bring economic prosperity to the region
• Built regional relationships for international collaborative efforts:
0 6 County, 2 State Joint Land Use Study
0 3 state, 2 countries tourism efforts
o Regional water planning
o Cross -border economic development (HQ2 Countries)
• Directed Community Development Department consisting of 40+ FTE including Current and
Advance Planning, Building Services, Geographic Information/Mapping, Grants and
Administration, and Animal Control/Code Enforcement Divisions
• Fostered and encouraged team atmosphere amongst Community Development divisions as well
as other county departments and external agencies/organizations
• Developed department and County policies and procedures related to the efficiency of daily
operations
RBF Consulting - Phoenix and San Diego Offices
Senior PlannerlAssociatelProject Manager
6/2005 - 9/2010
• Successfully managed a variety of commercial and residential development project applications
• Routinely interacted with city/county staff on submittal of complex planning projects
• Coordinated various internal/external disciplines to ensure complete submittal packages
• Managed complex planning studies, development applications and reviewed consultant
proposals
• Reviewed and processed complex general, master and comprehensive plan amendments,
rezoning requests, annexations, site plans, minor and major subdivision plats, CEQA compliance
(CA only) including assisting with EIRs, Initial Studies, and Categorical Exemptions, and a Coastal
Permit in Del Mar, San Diego County
• Developed project budgets, verified contract expenditures and compliance
• Conducted research and prepared statistical reports on land use, physical, social & economic
issues
• Provided professional planning assistance to member communities on varied land use projects
• Performed field inspections
4L.IAH< INC.
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Daniell J. V° ortert, MCP, MCP
Town of Chino Valley, AZ
Planning ManagerlDirector
3/2003 - 6/2005
• Oversaw Development Services Department including recruitment, employment, and
evaluation, of staff (Supervised staff of 9 FTE)
• Developed organization -wide or department -wide goals, objectives, policies and procedures
• Reviewed and approved ministerial/minor application submittals (lot -splits, R-O-W
dedications), review/recommendation to council and commission of major application
submittals (PAD, subdivisions, use permits)
• Prepared division/department operations budget including revenues, expenditures, and
staffing
• Ensured that Town Boards and Commissions are fully informed on application submittals
• Lead Planner during General Plan and Unified Development Ordinance rewrites
• Lead author of the Town's Property Maintenance Code
• Reviewed/approved all departmental reports and presentations to ensure that local state and
federal regulations were complied with
• Prepared grant applications for AZ Growing Smarter funding, procured two grants
($10,000/$2,500 for the 2003 General Plan Amendment)
• Attended all P&Z, Council, Zoning Board and ad hoc committee meetings
Cranberry Township, PA
Planner/Code Enforcement Officer
1/2000 - 3/2003
• Managed multiple residential and commercial development project applications including
building plan review, site plan review, approval of building plans, all aspects of residential
and commercial site and structural inspections
• Facilitated developer negotiations and drafted agreements for large development projects
• Performed code enforcement duties for compliance with Township regulations
including inspection, citation and fines/court
• Prepared written and oral reports for Township Boards and Commissions
Butler Township, PA
farmer/ e ulations Inspector
8/1998-1/2000
• Managed multiple residential and commercial development project applications (Zoning
and Subdivisions)
• Performed code enforcement duties
• Residential and commercial building plan review including all aspects of residential
and commercial building inspections
• Prepared written and oral reports for Township Boards and Commissions
L.E AF< INC.
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IFxlpeirdence
24+ years
IEducafdon
Ph. D., Urban Planning
University of California, Los Angeles
M.A., Urban Planning
New York University
B.A., Urban Planning
San Francisco State University
Affdddafdons
AICP #1013356
Karna Wong,
Planning Manager
Experience Summary
With over 20 years of valuable industry experience, Karna is a proven
leader with a record of success. Karna demonstrates expert -level
knowledge in planning, as demonstrated in her academic and professional
pathways. Karna is a driven professional who has the ability to achieve and
surpass optimum goals within set deadlines and budgetary restrictions. Her
strong capabilities in team building, communication, customer service,
company development, and field knowledge make her an asset to any
team.
Select Professional Experience
4LEAF, Inc. — Bay Area, CA
Pllanning Manager
2019 - Present
Karna is responsible for supervising the planning requirements for multiple jurisdictions. She prepares
proposals and site plans in conformance with codes and local and national regulations, acting as an
intermediary between communities, developers, government entities, and businesses.
University of California, Irvine — School of Social Ecology — Irvine, CA
Assistant Professor of Teaching -Poir the Delpairtrnent of Uirbain Pllanning & Publlic Pollicy
2017 - 2019
Courses: Master of Urban Planning and Regional Planning Professional Report, Naturalistic Field Research,
Field Study, Research Design, Statistical Analysis, Urbanization and Social Change, and Introduction to
Planning & Policy
• Taught curriculum and utilized engagement methods for a diverse student population impacting
100-200 students per course for interdisciplinary schoolwide required courses.
• Worked with targeted class sizes of 8 -17 for writing intensive courses integrating professional
development and experiential learning such as community -based research, fieldwork, and
practitioner interviews.
• Managed a seven -class course load throughout the year, while implementing active learning and
innovative pedagogy in partnership with government agencies, nonprofits, and businesses.
• Developed techniques for large class participation such as utilizing Google applications for
brainstorming sessions, iClickers for real time student feedback, and mid -quarter evaluations with
an average of 90% participation.
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Katrina Wong, Ph.D., MCP
Sonoma State University — Sonoma, CA
Visiting Assistant Professor -for the Environmental Studies & Planning Department
2016 - 2017
Courses: Introduction to Planning, Planning Theory and Methodology, Environmental Literature, and Social
and Environmental Justice
• Taught curriculum and project -based learning for classes of 25-40 students though organizing field
trips, creating maps, and building architecture models with organizations such as Safe Routes to
School and Community Action Partnership.
• Managed a six -class course load throughout the year, oversaw the internship program, and served
as Academic Advisor for over 70 students.
Occidental College — Eagle Rock, CA
Adjunct Assistant Professor -for the Urban & Environmental Pollicy Department
2016
Courses: Environment and Society
• Taught curriculum for a small-scale class of 20 students through interactive learning on topics
ranging from planning history, natural resources, environmental justice, to consumption and
production.
• Implemented creative student -focused projects, such as field trips, onsite data collection for the
homeless count, and tree planting with drip irrigation.
University of California, Las Vegas — Luskin School of Public Affairs — Los Angeles, CA
Researcher -for the Center -for Neighborhood Knowledge
2010 - 2016
• Researched philanthropy in Asia for an international project funded by the John S. and Marilyn
Long U.S.-China Institute for Business and Law at University of California at Irvine, Asian Americans
Advancing Justice- Los Angeles, and the Fudan University's School of Management in Shanghai,
China
• Trained a team of qualitative researchers to conduct interviews for the "Pathways to Trouble:
Homeowners and the Foreclosure Crisis in Los Angeles Ethnic Communities" report funded by the
Ford Foundation's Building Economic Security Over a Lifetime Initiative (BESOL)
• Co-authored the "Narrative Report of the Asian American Population and Asset -building Trends"
funded by the Ford Foundation's BESOL which included multi -state socioeconomic data analysis
• Wrote chapters of the State of California Department of Housing and Community Development's
"Analysis of Impediments to Fair Housing Report" and completed survey design, implementation,
and analysis
Instructor -for the Urban Planning Department
2013 — 2016
Courses: Planning with Minority Communities, Environmental Justice Through Multiple Lenses, and Service
Learning Community -Based Research in Planning
U.S. Department of Housing & Urban Development (HUD) — San Francisco, CA
Consollidated Planning Speciallist
1995 - 2010
• Supervised $40 million in federal housing and community development grants for San Francisco
County and $3 million in technical assistance grants in Northern California, Arizona and Nevada.
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Kairna Wong, Ph.D., MCP
Analyzed data for over 500 nonprofit and government grantees receiving $700 million of HUD
grants annually for the tri-state region.
Coordinated partner government agencies such as U.S. Department of Veteran Affairs, Social
Security Administration, Medi-Cal, and U.S. Department of Agriculture's Supplemental Nutrition
Assistance Program to increase client enrollment.
Aching Program Manager
2008 - 2009
Directed a team of six employees administering $180 million in grants, including Community Development
Block Grant (CDBG), HOME, Emergency Shelter Grant (ESG), Housing Opportunities for Persons with AIDS
(HOPWA), and homeless grants.
Management Anallyst
1998 - 2000
• Generated and published annual reports with metrics for department statistics and key
accomplishments.
• Created and published an office -wide training manual for customer service expectations.
Sociiall Science Anallyst
1995 -1998
Collaborated on special task forces and team projects resulting in improved business operations,
new department guidelines, strategic plan designs, and assessment of nationwide workload
studies.
• Oversaw national housing research projects and project evaluation contracts.
Other Relevant Work Experience
• U.S. House of Representatives Democratic Caucus, Staff Assistant 4 8/1995-11/1995
• New York City Council, Special Assistant/Legislative Intern 4 1994 - 1995
• East Bay Asian Local Development Corporation, Housing Development Intern 4 5/1994 — 8/1994
• City of Oakland's Office of Housing and Neighborhood Development, Housing Development Intern,
4 1992 - 1993
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Aundrea r
Associate Planner
�Fxpe'rdence Experience Summary
5+ years
Aundrea has a graduate degree in City & Regional Planning and brings
Educaflon with her a compendium of knowledge, talent, and professional goals
Master of City &Regional Planning
Cornell University Graduate School that make her an asset to any team and jurisdiction she is assigned.
of Architecture, Art, & Planning With a wealth of knowledge in many aspects of the planning field, along
with experience creating policy outreach, Aundrea's professional and
Bachelor of Sociology academic accomplishments are abundant and her 2+ years of work in
UC, Santa Cruz the City of Malibu provide her with strong project experience. As a
trained and experienced researcher, Aundrea knows the ins and outs of
planning and can offer helpful insight to any project. With excellent
written and communication skills, Aundrea's affinity for detail and
design make her a strong contribution to project teams.
Select Professional Experience
4LEAF, Inc.
Associate Pllanneir
2019 — Present
Aundrea is serving as an Associate Planner for the City of Malibu's Woolsey Fire Reconstruction and
Rebuild Project. This is an expedited service that include dedicated staff members to ensure applications
are processed and completed within a 10 (or less) business day turnaround from the point 4LEAF
receives a complete application.
Council Member Antonio Reynoso — New York City
Pollicy, Pllanning, & Communications Ilnteirin
Aundrea played an important role in Council Member Antonio Reynoso's support committee. She
contributed to the research of current topics related to the committees Council Member Reynoso was a
member of, wrote summaries of organizational reports, drafted key points for committee hearings, and
logged the minutes for organizational and caucus meetings.
Executive Director of Architecture, Art, & Planning (AAP) NYC Program — New York City
Graduate Student Assistant
In this role, Aundrea finalized the selection of students who would be selected for the AAP NYC program
under the Master of Regional Planning and Master of Landscape Architecture disciplines. Her
responsibilities also included updating the Urban Design Reader to help prepare students for their
studies in New York City, collected and organized student reports and presentations for use in the AAP
NYC website, and assisted in the special exhibition on the AAP NYC program.
DEP & NYCHA Design Report
Team Mernbeir
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Aakash Shah
Associate Planner
IExpe,rdence Experience Summary
8+years Aakash has five years of hands-on experience in understanding and
IEducaflon interpreting City codes, analyzing policies, reviewing site plans,
Cleveland State University, Levin designing for urban environments, and reviewing proposals. His
College of Urban Affairs extensive academic and professional knowledge of the field makes him
M.S., Urban Planning
a strong addition to any project and team.
University of Pune, M.M. College of
Architecture
B.A., Architecture With a creative and technical mind, Aakash is able to use his abilities to
Ipirottessuoinall Affiflaflons bring projects from creation into successful completion. His
Council of Architecture, India communication skills allow him to better understand and work with
LEED Green Associate, U.S. Green others, which makes him a great team player. Aakash's attention to
Building Council detail, problem -solving skills, and quality work are just some of his many
strengths and 4LEAF is excited to welcome him to our team.
Select Project Experience
4LEAF, Inc. — Newport Beach, CA
Associate Planner
2019 — Present
Aakash brings to 4LEAF years of experience in the field that allows him to take on the following duties:
• Interpreting and applying state, county, and local codes, ordinances, and regulations (as
applicable)
• Initiating necessary actions to correct deficiencies or regulatory violations
• Conducting extensive research in projects ranging from general to specific
• Writing and presenting formal and technical reports, working papers, and correspondence
• Writing ordinances and regulations relating to development controls
• Attending evening and weekend meetings as needed
AZ Tech Technologies, LLC — United States
Assistant Planner
2018 — 2019
In his role as Assistant Planner, Aakash's responsibilities included:
• Preparing and presenting reports such as planning elements, neighborhood plans, demographics
and housing analyses, code amendments, and miscellaneous land use studies
• Reviewing development proposals, RFPs, and RFQs for various projects
• Participating in design development
• Coordinating ongoing planning -related programs or projects involving multi -department and
multi -jurisdictional cooperation
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Office of University Architect, Cleveland State University — Ohio
Planner
2017 — 2018
• Evaluated and reported drawing and construction issues to achieve final record drawings
• Achieved consistent level of detailing to maintain record drawings by proposing new standards
• Served on Planning and Design committee to improve, update, and suggest changes in
University Master Plan
• Served on a committee in the pre -construction and bidding process
• Worked on estimating renovations ranging from 100k-500k within University campus
SoftTech Engineers Ltd.
Project Manager
2015 — 2016
• Tested building plans in AutoDCR, a software that reads CAD drawings and produces reports
• Validated and verified the reports generated against the prevailing City codes and ordinances
• Provided solutions through online help -desk service
• Prepared presentations, help manuals, and video tutorials and provided training to architects
and City officials
Shiv Developers
Site Manager
2014 — 2015
• Directed oversight and responsibility for the management of multiple renovation and new
construction projects, facilitating project scheduling and milestone achievement, budget
allocation and management, and overall project communication
• Ensured workmanship standards were achieved in accordance with specifications, building
regulations, and health and safety legislation
H.M. Kadam and Associates Architects
Assistant Architect
2013 — 2015
• Assisted in streamlining the reviews of shop drawings, submittals, and drawing changes with
responsibility for the participation in the schematic design, development, construction
documentation, and administration phase of projects
• Created 2D and 3D Architectural and Construction drawings using CAD, Revit, and Photoshop
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Shaveta Sharma
11 a In In eir
Experience Experience Summary
6 + years
Shaveta is an experienced Program Planner with more than 6 years of
Education related work experience. With her thorough knowledge of project
London School of Economics
MS in Public Policy &Administration management and coordination, development processes, and client
University of Southern California representation, Shaveta provides a fresh perspective and drive to this
BS in Public Policy, Management, & field. Competent in applying technical knowledge and following proper
Planning project protocols, Shaveta excels in preparing and reporting performance
1011s data, identifying trends and areas for improvement, and analyzing efforts
ArcMapGIS to develop solutions to project issues that may arise. Her disciplined
Stata
SPSS attention to detail is crucial for the field of construction.
Remix
Adobe CS With the strong ability to oversee programs and coordinate with others,
MS Office Shaveta further shows that she is adept in her skillset. Shaveta's
considerable knowledge for planning and environmental processes only
continues to increase and her interpersonal, verbal, and written
communication skills make her an asset to any team.
Select Work Experience
4LEAF, Inc. — Newport Beach, CA
Associate Penner
2019 — Present
Shaveta brings tremendous knowledge and analytical skills to 4LEAF and has been instrumental in assisting
with the planning efforts post -Woolsey Fire Recovery by providing the following:
• Interpreting and applying state, county, and local codes, ordinances, and regulations (as
applicable)
• Initiating necessary actions to correct deficiencies or regulatory violations
• Conducting extensive research in projects ranging from general tospecific
• Writing and presenting formal and technical reports, working papers, and correspondence
• Writing ordinances and regulations relating to development controls
• Attending evening and weekend meetings as needed
Napa Valley Transportation Authority
Transportation Programs Penner & Policy Analyst
2016 — 2019
• Performed all aspects of planning for the Napa Valley Transportation Authority.
• Prepare and report on performance data for transit operations
• Identify trends and areas for improvements leading to cost effective and responsive provision
services.
• Represented the agency on short- and long-range transit and transportation plans
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• Research and analysis to develop new and improved countywide transit systems — including
routing and scheduling, costs, financial needs, funding sources, and related issues.
• Oversee mobility programs to improve transportation choices for senior, low-income, and
disabled populations.
• Coordinate marketing and outreach efforts to improve services, enhance passenger information,
and grow ridership.
• Pursue grants and oversee reporting requirements of various transportation funds.
County of Napa
Planner I//
2013 — 2016
• Managed projects for administrative, discretionary, and legislative compliance.
• Processed development proposals that focused on agricultural uses, issues, and impacts.
• Prepare environmental documents for land use development projects as well as preparing and
presenting projects to the Planning Commission, County Zoning Administrator, Airport Land Use
Commission (ALUC), and Board of Supervisors.
• Staff liaison to ALUC and was responsible for evaluating and making recommendations for
proposed development projects within the compatibility zones.
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IExpeirdence
35+ years
IEducafdon
B.S., Civil Engineering
Cal Poly, Pomona
Pirofessdonall If e dstirafdons
CA Civil Engineer, #44696
CA Traffic Engineer, #1586
USA Traffic Operations Engineer, 9203
CornmWeesl INdeirn be irs1M ps
National Commit on Uniform Traffic
Control Devices
Transportation Research Board
National Strategy for Advancing Safe
Routes to School
Asso6afdons
Institute of Transportation Engineers
American Public Works Association
Deal,Rich PE, TES PTOE
Traffic Engineer
Experience Summary
Rich is an experienced professional who has over 35 years of expertise
in the industry of traffic engineering. He has an excellent working
knowledge of all types of traffic operations, capital improvement
projects, traffic control plans, and providing design oversight. As shown
in his professional experience, Rich has held varying positions within the
field of traffic engineering, each of which provided him with a
progressed level of responsibility and increased expertise. His recent
work in the City and County of Monterey makes him familiar with the
area surrounding the City of Pacific Grove.
Rich has cultivated great working relationships with municipal
transportation engineering department staff and the public contacts
that he assisted throughout his career. His customer service skills and
the "helpful approach" that he brings to work each day make him an
asset to any project and team.
Select Professional Experience
4LEAF, Inc.
Traffic Engineeir
11/2020 - Present
Rich has recently joined the 4LEAF team as a seasoned Traffic Engineer. He brings with him a vast
knowledge of professional engineering judgment, over 30 years of municipal experience, and excellent
leadership qualities that make him a strong addition to any municipality.
County of Monterey Transportation Agency
Pirincipall Engineeir
10/2017—11/2020
In his past role as Principal Engineer, Rich was responsible for delivering county -wide regional highway
projects, providing design oversight for member agencies, developing project managers for projects
funded by Measure X sales tax funds, and managing and supporting Caltrans on State Highway projects
including some of the following:
➢ Scenic Route 68 Corridor Improvements
➢ State Route 156 / Castroville Blvd Interchange
➢ SURF! Busway parallel to Highway 1
➢ Fort Ord Trail and Greenway
➢ US 101 South of Salinas Expressway to Freeway Conversion
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Rich Deall, PE, TE, PTOE
City of Monterey
City Traffic Engineer
6/1994—10/2017
While working for the City of Monterey as the City Traffic Engineer, Rich was responsible for managing
the Transportation Engineering Division, providing traffic operations and safety of the City's
transportation network, designing intersections and traffic signals, and interacting and coordinating with
the public, City Council, Caltrans, and other agencies/various city departments. He was also in charge of
implementing transportation capital improvement projects, preparing special event and construction
traffic control plans, reviewing development project site plans, managing the Traffic Committee,
developing neighborhood traffic calming program, creating and executing the safe routes to school
program, implementing traffic calming projects, maintaining traffic signals and adaptive control system,
creating bikeways policies and programs, responding to citizens' traffic and parking complaints,
preparing work orders and guiding signing and striping crews, preparing federal and state grant
proposals, reviewing environmental impact reports and traffic impact reports, presenting traffic issues
to City Council and Planning Commission, drafting traffic laws and ordinances, and representing the City
on various transportation boards and committees.
Parsons Brinkerhoff — Orange, CA
Lead Traffic Engineer
10/1990 — 6/1994
Rich was responsible for growing and developing traffic engineering design group for a wide variety of
major transportation projects for numerous jurisdictions throughout Southern California, including
Caltrans Districts 7, 8, 11, and 12; the Counties of Los Angeles, Orange, San Bernardino, Riverside,
Ventura, and 40 Cities. Additionally, Rich's duties involved serving as traffic engineering technical lead
for various offices nation-wide and delivering plans for signing, striping, traffic signal, street lighting,
incident detection, stage construction, traffic control, and detours. Major projects included:
➢ 1-5 Widening and HOV Lanes to increase capacity from six -lanes to twelve -lanes between SR 55
and SR 57 / SR 22.
➢ SR 71 Freeway to replace 5.2 miles of rural two-lane highway through Chino Valley
➢ 1-15 / Route 66 Interchange Reconstruction
➢ 1-710 / Pico Avenue Interchange for Port of Long Beach
➢ SR 60 Arterial Interchanges in Moreno Valley
➢ SR 76 Expressway
➢ SR 78 Interchanges in San Marcos
Willdan Associates — City of Industry, CA
Associate Engineer
7/1985—10/1990
Served as contract Traffic Engineer for small and medium size cities in Southern California. Responsible
for conducting traffic investigations, responding to citizens' traffic complaints, reviewing circulation and
site plans, presenting at Traffic Commission and City Council meetings, supporting Planning Department,
preparing annual budget, providing construction support, preparing signal timing sheets, and
coordinating traffic maintenance services. Client cities included Alhambra, Rosemead, Chino, Chino Hills,
Santa Clarita, Westlake Village, Agoura Hills, and Hacienda Heights.
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MCP, City Planning, San
Diego State University
BS, Environmental Policy
Analysis and Planning,
University of California,
Davis
Rincon Consultants, Inc.
Environmental Scientists • Planners • Engineers
Brenna Weatherby
Senior Program Manager
Ms. Weatherby has extensive experience in the management of large scale
development projects throughout the land use planning, design, and entitlement
phases. She has led multidisciplinary consultant and developer teams while
coordinating with City Staff, stakeholders and community groups to successfully gain
discretionary project approvals. Ms. Weatherby has led strategic planning sessions
and neighborhood forums and has worked with citizens to address issues and gain
support for controversial projects. As an experienced land use planner, Ms.
Weatherby is knowledgeable in land use planning, NEPA and CEQA regulations, and is
skilled in the preparation of Zoning Ordinances, General Plans, Specific Plans, and
CEQA-related documents.
SELECT PROJECT EXPERIENCE
Project Manager, City of Carlsbad — Housing Element Update and General Plan
Maintenance, Carlsbad
Ms. Weatherby is currently serving as the Project Manager for the Carlsbad Housing
Element Update and General Plan Maintenance project. Ms. Weatherby is the team
lead for all General Plan Update and public engagement activities, including
facilitation and management of the City's Housing Element Advisory Committee.
Project Manager, City of Vista — Housing Element Update, Vista
Ms. Weatherby is currently serving as the Project Manager for the Vista Housing
Element Update project. Ms. Weatherby's team is responsible for updating the land
inventory analysis determining the City's potential for housing unit production,
Housing Element policies and programs, and conducting public workshops.
Project Manager, City of Bakersfield — General Plan Update Recommendations
Report, Bakersfield
Ms. Weatherby provided project management and land use consulting services to the
City of Bakersfield as they planned for an upcoming update to the City's General Plan.
Ms. Weatherby prepared a report which provided background information on the
general plan update process, examined three options for the next update, and laid
out recommended revisions to each element.
Project Manager, City of Menifee — Contract Planning, Menifee
Ms. Weatherby has provided contract planning services for the City of Menifee since
2018. She served as a staff planner for the Menifee Valley Specific Plan project,
providing Specific Plan peer review services. Ms. Weatherby also led the preparation
of CEQA documents for the Ethanac Square and Owens Road projects.
Project Manager, California State University, Fullerton — Master Plan Update,
Orange County
Ms. Weatherby is providing project management, land use and environmental
planning, and public engagement services to California State University, Fullerton for
the Master Plan Update project. Ms. Weatherby provided land use and
environmental guidance while the university developed design ideas to be included in
an update to their 2003 Master Development Plan. Following development of the
proposed land use plan for future on -campus development over the next 20 years,
Ms. Weatherby led the team responsible for preparation of the project
Environmental Impact Report.
Brenna Weatherby, Page 2
Project Manager, California State University, Fullerton —Various Projects, Orange County
Ms. Weatherby currently serves as Project Manager for all projects with California State University, Fullerton and has
served as the university's trusted environmental planning expert since 2018. Ms. Weatherby has assisted California
State University, Fullerton with the preparation of CEQA documentation for multiple campus projects, including:
■ Eastside 2 Parking Structure — Preparation of an IS-MND for a 2,000 (approximate) space parking structure.
■ Student Housing Expansion — Finding of Consistency report for a 600-bed student housing project.
■ Corporation Yard Project — Finding of Consistency report for the demolition and replacement of office
buildings and a surface parking lot.
■ Visual Arts Project — Finding of Consistency report and mitigation measure implementation (cultural
resources) for the demolition and replacement of existing student buildings.
■ Baseball/Softball Expansion — Exemption for a small addition to the baseball and softball training facilities.
Project Manager, City of Goleta — Goleta Train Depot Master Plan and Environmental Impact Report Preparation,
Goleta
Ms. Weatherby currently serves as Project Manager for all land use and environmental planning aspects of the Goleta
Train Depot project. Phase 1 of the project involved the preparation of a Master Plan which will guide future
redevelopment, and a large-scale public engagement program to solicit feedback from the community regarding the
amenities and services provided at the train depot. Phase 2 of the project involves the preparation of an
Environmental Impact Report for the project, which is currently in progress.
Project Manager, City of Carlsbad — Agua Hedionda South Shore Specific Plan 85/15 Initiative, Carlsbad
Ms. Weatherby provided contract planning services for the City of Carlsbad during their review of a citizen -led
initiative process for a mixed commercial and open space development proposed south of the Agua Hedionda lagoon.
Ms. Weatherby reviewed all documents submitted by the developer, including the Agua Hedionda South Shore
Specific Plan, and all technical reports, and prepared a Local Facility Management Plan Compliance Report. This report
analyzed the proposed project against the City's 11 established public facility performance standards, and provided
the basis for the local facility compliance discussion included in the official 9212 Report that was presented to the
Carlsbad City Council.
Project Manager, Shea Homes and Shea Properties — Uptown Bressi Project, Carlsbad
Ms. Weatherby provided project management services for the Uptown Bressi mixed use project, in the form of land
use planning oversight and entitlement permit processing. She was responsible for guiding the development team
throughout the entitlement phase of the project, created the project narrative that was used in the Environmental
Impact Report and City Staff Reports, and amended the Bressi Ranch Master Plan and Zone 17 Local Facilities
Management Plan to provide for future development. Ms. Weatherby worked closely with City Staff and the client's
public outreach team to create a comprehensive community and local official outreach program, and participated in
all meetings with community members and local public officials. In addition, Ms. Weatherby served as point person
for CEQA compliance efforts, preparing the Initial Study, organizing the Scoping Meeting, ensuring compliance with
the City of Carlsbad's newly adopted Climate Action Plan, preparing the Transportation Demand Management Plan,
and peer reviewing the Environmental Impact Report prepared by a City consultant.
Project Manager, North County Transit District — Development Application and Plan Review, San Diego County
Ms. Weatherby oversaw the land use review process for the North County Transit District, while employed by the
District. This involved reviewing and commenting on all entitlement applications submitted throughout the District
service area, and working with City Staff and developers to incorporate transit facility improvements into approval
documents. Ms. Weatherby also created a land use review tracking system where she monitored the progress of each
application through planning and construction, and calculated the fiscal benefits of all improvements. She reported to
the North County Transit District Board of Directors on these land use efforts on a quarterly basis.
Rincon Consultants, Inc.
Environmental Scientists • Planners • Engineers
MESM, Bren School of
Environmental Science and
Management, University of
California, Santa Barbara
BA, Political Science, California
Polytechnic State University,
San Luis Obispo
CERTIFICATIONS
American Planning Association
—AICP Certified (#02663)
Accredited Greenhouse Gas
Emissions Lead Verifier —
California Air Resources Board
YEARS OF
EXPERIENCE
13
Rincon Consultants, Inc.
Environmental Scientists • Planners • Engineers
Matt Maddox, MESM, AICP
Principal
Matt Maddox is involved in a wide range of urban planning and land use studies,
sustainable, resilient and adaptation policy development, air quality and GHG
analysis, and CEQA/NEPA environmental documentation, as well as community
involvement and permitting activities. Mr. Maddox has a strong background in land
use and transportation planning, policy, and environmental planning. He has
contributed to successful environmental and planning projects ranging from general
plans to housing elements to focused inner city redevelopment studies, to climate
action plans and documentation for compliance with environmental regulations, to
GHG emissions analysis for industrial facilities. Mr. Maddox has developed a focus in
the area of urban planning, sustainable design and resiliency policy, and GHG
analysis. He is currently Principal -in -Charge of Housing Elements for the cities of
Carlsbad, San Fernando, Corona, and Beaumont for the 6th Cycle.
SELECT PROJECT EXPERIENCE
Principal in Charge, City of Carlsbad — Housing Element Update and General Plan
Maintenance, Carlsbad
Rincon is assisting the City of Carlsbad in the preparation of their Housing Element
Update and General Plan Maintenance. The project kicked off in January 2020, with
the initial priority of inventorying the existing, but underutilized, and available
housing sites and conducting environmental constraints analyses for air quality,
biological resources, cultural resources, GHG emissions, noise, and transportation.
Rincon will play a significant role in public outreach and information management, as
well as overseeing the citizen housing advisory committee meetings. Rincon will
review legislation including those related to environmental justice, GHG emissions,
infill and affordable housing development, VMT, climate change adaptation and
resiliency including threats from wildfire and sea level rise. We will then review other
Carlsbad land use documents, to determine if additional amendments are necessary.
We will prepare revisions to existing goals, policies, and actions, and propose new
goals, policies, and actions, as appropriate. Rincon will also prepare a Supplemental
Environmental Impact Report to address environmental impacts that have not
already been addressed in the existing General Plan Environmental Impact Report.
Principal in Charge, City of Millbrae (subconsultant to Mintier Harnish) — General
Plan Update, Priority Development Area, and Environmental Impact Report,
Millbrae
Rincon was selected to work as part of a team to complete an update to the City of
Millbrae General Plan, and to prepare the associated Environmental Impact Report.
As part of this task, Rincon prepared Natural Resources and Hazards and Safety
sections of the Background Report, which included water resources, biological
resources, open space, scenic resources, cultural resources, seismic and geologic
hazards, flood and fire hazards, and hazardous materials. Rincon will also assist with
preparation of the PDA Specific Plan and the General Plan policy document, and is
also currently selected to prepare an Environmental Impact Report on the General
Plan Update and PDA Specific Plan. The Environmental Impact Report will establish
the cumulative, growth -inducing, unavoidable, and irreversible significant effects
framework for consideration of the environmental impacts of subsequent
development projects.
Matt Maddox, MESM, AICP, Page 2
Project Manager, Town of Windsor (subconsultant to Mintier Harnish) —Town of Windsor 2040 General Plan
Update and Environmental Impact Report, Windsor
Rincon assisted with preparation of the environmental resource related chapters of the Background Report, assisting
with alternatives analysis, policy and implementation program review and development for the Draft General Plan
specifically as it related to environmental resources including GHG emission reductions, and preparation of the
Program EIR for the General Plan Update. As part of the process, Rincon and Mintier Harnish worked with staff to
incorporate relevant portions of the Sonoma County Regional Climate Action Plan into the goals, policies, and
implementation programs that are integrated throughout the Town's Draft General Plan. Thus, the Town's General
Plan provides a mechanism for tiering and streamlining of GHG emissions analysis for projects that are consistent with
such a plan.
Project Manager, City of Novato — General Plan Technical Studies and Environmental Impact Report, Novato
Rincon prepared a noise technical study (including noise contour maps that will be included in the Noise Element of
the General Plan), a traffic study (to be prepared by subconsultant W-Trans), and a Program EIR. Rincon also led a
public scoping meeting, prepared all CEQA noticing and provide staff support at public hearings. The focus of the
impact analysis in the Program EIR was related to the policy changes in the Draft General Plan, assessing the proposed
land use changes in four focus areas in the City including an expansion of biotechnology industrial uses, and reviewing
alternatives to the proposed General Plan. Rincon also conducted a detailed greenhouse gas analysis associated with
the potential increase of greenhouse gas emissions as a result of the General Plan and determined the project's
consistency with both Assembly Bill (AB) 32 and the year 2030 statewide targets established by Senate Bill (SB) 32.
Principal -in -Charge, City of Union City (Subconsultant to Mintier Harnish) — General Plan Update and Environmental
Impact Report, Union City
Union City is in the San Francisco Bay Area in Alameda County, California, and has a population of more than 70,000.
As part of the General Plan, Rincon assisted in preparing the Background Report, highlighting future opportunities and
constraints and laying the groundwork for subsequent policy development. Specifically, Rincon will prepare the
Hazards and Public Safety, Natural and Cultural Resources, and Climate Action Planning chapters. In addition, Rincon is
entirely responsible for the General Plan EIR which will establish the cumulative, growth -inducing, unavoidable, and
irreversible significant effects.
Technical Advisor, City of Rancho Mirage — General Plan Update and Environmental Impact Report, Rancho Mirage
Rincon completed the City of Rancho Mirage's General Plan Update. The General Plan Update was a "technical"
update to ensure compliance with recently adopted State laws, and to modernize the look, organization, and user
friendliness of the General Plan. As part of this process, the General Plan Update's goals, policies and programs were
updated to coincide with the City Council's current vision for the future of the City; maps and exhibits were updated to
reflect the current makeup of the City; the Circulation Element were updated based on a new traffic model; a high
quality graphically -designed General Plan document was created; and GIS maps were created for use in the General
Plan Update document and to be used as interactive online tool.
Rincon Consultants, Inc.
Environmental Scientists • Planners • Engineers
UCAPOI N
BA, Urban Studies &
Community Development,
Boise State University
Certification, Dispute
Resolution & Conflict
Management
Certification, Civil Mediation
Rincon Consultants, Inc.
Environmental Scientists • Planners • Engineers
Jenna Shaw
Environmental Planner
Ms. Shaw has worked on a various types of projects in the industrial and commercial
sectors. Ms. Shaw has experience in land use planning, working with General Plans,
Zoning Ordinances, and CEQA-related documents. Outside of land use planning, Ms.
Shaw has experience with sustainability-related documents such as Climate Action
Plans and Mitigation Plans related to sea level rise and costal inundation.
Additionally, Ms. Shaw has experience in public outreach, and has obtained her
certifications in conflict management and civil mediation, providing expertise in
navigating difficult conversations and controversial decisions.
SIf:::::IL..IE::::CT 11::)R JJIE:::.:CT
Assistant Project Manager, City of Carlsbad — Housing Element Update, Carlsbad
Ms. Shaw is currently the assistant project manager for the City of Carlsbad Housing
Element Update. The Housing Element Update also includes General Plan
maintenance and CEQA support. Ms. Shaw helped coordinate directly with the client
regarding scheduling and deliverables. Additionally, Ms. Shaw assisted with the
facilitation of Housing Element Advisory Committee meetings including stepping in as
the Minutes Clerk and preparing all relevant meeting materials such as agendas and
staff reports.
Planner, City of Vista — Housing Element Update, Vista
Ms. Shaw is currently assisting with the preparation of the 61" Cycle Housing Element
for the City of Vista. She has assisted with the development of a virtual public
engagement program that respects COVID-19 restrictions and meets HCD
requirements for public outreach. Ms. Shaw also performed demographic research
and analysis for the project, which ultimately informed the site selection process.
Analyst/Writer, City of Ventura — General Plan Update Background Report, Ventura
Ms. Shaw assisted with the City of Ventura General Plan Update Background Report.
The City is currently in the process of updating their General Plan and is undergoing a
preliminary background report. Ms. Shaw analyzed and wrote both the Biological
Resources and Natural Resources sections of the report. Ms. Shaw helped to identify
the current conditions of biological and natural resources in the City as well as
identify potential opportunities for growth within the City.
Analyst/Writer, City of Bakersfield — General Plan Recommendations Report,
Bakersfield
Ms. Shaw assisted with preparation of the General Plan Recommendations Report
recently approved by the Bakersfield City Council. The City has not updated their
General Plan in over 15 years and sought Rincon's assistance with the development
of a plan for the update. Ms. Shaw researched relevant legislation and developed a
draft scope of work for the future project.
Analyst/Writer, City of Menifee — Contract Planning Services, Menifee
Ms. Shaw has helped write numerous CEQA documents including several Initial Study -
Mitigated Negative Declaration's for the City of Menifee. Ms. Shaw has also
performed plan check services and has prepared staff reports and documentation for
various entitlement and development projects within the City.
Jenna Shaw, Page 2
Analyst/Writer, County of Kern — General Plan Update Background Report, Kern County
Ms. Shaw helped assist with the Kern County General Plan Update Background Report. The City is currently
undergoing a General Plan update and conducted a preliminary background report. Ms. Shaw analyzed and wrote
the Energy section for the report. Ms. Shaw helped to identify the current conditions of energy in the county as
well as identify potential opportunities for growth in the clean energy sector for the county.
Analyst/Writer, City of Eastvale — Homestead Industrial Project Environmental Impact Report, Eastvale
Ms. Shaw assisted in writing portions of the Homestead Industrial Project Environmental Impact Report for the City
of Eastvale. This project entailed the conversion of an old dairy farm to a large industrial warehouse complex. Ms.
Shaw helped assist on several sections of the Environmental Impact Report including Aesthetics, and Population
and Housing.
Analyst/Modeling/Writer, Core States Group — Gas Station and Convenience Store Air Quality/Greenhouse Gas
Technical Report, Lake Elsinore
Ms. Shaw produced an air quality/greenhouse gas technical report for a gas station and convenience store project
in the city of Lake Elsinore. Ms. Shaw modeled the project's air quality/greenhouse gas pollutants and emissions as
well as analyzed and wrote the accompanying technical report.
Analyst/Modeling/Writer, Salem Engineering Group — Van Buren Gas Station Health Risk Assessment, Riverside
Ms. Shaw helped assist on a Health Risk Assessment for a gas station along Van Buren Boulevard in Riverside. Ms.
Shaw assisted with the modeling portion of the project and helped to write the overall assessment.
Analyst/Writer, City of Menifee — Contract Planning Services, Menifee
Ms. Shaw has helped write numerous CEQA documents including several Initial Study -Mitigated Negative
Declaration's for the City of Menifee. Contract Planning Services with the City produces ongoing projects that Ms.
Shaw helps to assist with. Additionally, Ms. Shaw has helped assist with various entitlement and consistency
projects for the City.
MCRP, Master of City and
Regional Planning, Cal Poly San
Luis Obispo
BA, Pre -and Early Modern
Literature, University of
California at Santa Cruz
MIM
American Institute of Certified
Planners, member since 2007
Rincon Consultants, Inc.
Environmental Scientists • Planners • Engineers
Greg Martin, AICP
HOUSING ELEMENT LEAD HOUSING ELEMENT/CEQA)
Greg Martin is a Senior Planner/Project Manager in Rincon's Environmental Sciences
and Planning group. He is responsible for management and preparation of planning
and environmental documents and specialized technical studies. Mr. Martin has
extensive experience in the planning field and has a background in preparation and
project management of CEQA and NEPA documents such as Initial Studies and EIRs.
His experience also includes work on General Plans (including Housing Elements),
Zoning Ordinances, Redevelopment Plans, and municipal entitlement processing.
SELECT DETAILED PROJECT EXPERIENCE
2014-2021 Housing Element Update, City of Ventura
Mr. Martin assisted the City of Ventura's Planning Division with preparation of the
City's 2014-2021 Housing Element Update. He led the Rincon team that helped the
City complete the Housing Element land inventory analysis determining the City's
potential for housing unit production; update existing Housing Element policies and
programs; coordinate and conduct workshops and meetings with stakeholders; and
produce the final Housing Element Update for submission to the Department of
Housing and Community Development (HCD).
General Plan Refinement Project IS-MND, City of Ventura
Mr. Martin helped the City of Ventura quantify and analyze the potential effects of
the project, which involved actions to refine the City's General Plan and Zoning Code
to create a new Mixed -Use land use designation; restrict or eliminate residential use
in existing Commerce and Industry designations; and create a new Optional
Residential Mixed -Use overlay in the Zoning Code. Rincon also helped quantify and
analyze the potential effects of these actions on the City's Housing Element Land
Inventory. This analysis led to production of a Final IS-MND in April 2018, including
Responses to Comments on the Public Review Draft IS-MND.
General Plan Update and EIR, City of West Covina
Mr. Martin was project manager and lead analyst for the EIR for the City of West
Covina's 2016 General Plan Update and Downtown Plan and Code. The project
included two separate but closely related elements: an update of the City's General
Plan, and a new Downtown Plan and Code designed to implement the strategies,
goals, and policies of the General Plan. The General Plan Update and Downtown Plan
and Code reflect the community's vision to direct the majority of new growth to the
City's downtown, where development pressures are greatest and change is desired.
Housing and job growth is targeted to strategic areas along corridors and in
neighborhood centers.
Inclusionary Housing and Affordable Housing Programs Amendments IS -ND, City of
Ventura
Mr. Martin was the project manager and lead analyst for the CEQA documentation
for proposed update/overhaul of the City's Inclusionary Housing Program (IHP). The
IHP is a tool to implement the City's Housing Element and meet the community's
need for increasing affordable housing development. The proposed update/overhaul
included both short-term strategies (such as providing flexibility in adjusting the
income level mix of inclusionary housing units and establishing City Housing
Standards relating to the number of bedrooms for certain household sizes, square
footage minimums for various living spaces, and access to common areas and
Greg Martin, AICP, Page 2
outdoor spaces) and long-term strategies (such as studying the potential establishment of an in -lieu housing fee, and
amending the City's Affordable Housing Program and developing an IHP Ordinance Program).
Rancho Mirage General Plan Update, City of Rancho Mirage
Mr. Martin was a project manager for the City of Rancho Mirage General Plan Update. The General Plan Update was a
"technical" update to ensure compliance with recently adopted State laws, and to modernize the look, organization
and user friendliness of the General Plan. As part of this process, the General Plan Update's goals, policies and
programs were updated to coincide with the City Council's current vision for the future of the City; maps and exhibits
were updated to reflect the current makeup of the City; the Circulation Element was updated based on a new traffic
model; a high quality graphically -designed General Plan document was created; and GIS maps were created for use in
the General Plan Update document and to be used as an interactive online tool.
General Plan Update, City of Alhambra
Mr. Martin was a project manager for the update of City of Alhambra's General Plan titled, "Vision 2035 — A
Community's Mosaic", especially focusing on managing the El for the General Plan Update. The General Plan Update
includes a complete re -write and reorganization of the current plan to allow for ease of use for the community. The
plan included the seven State required elements but is reorganized in six chapters titled: Land Use/Community Design,
Quality of Life, Resources, Services and Infrastructure, Health and Safety, and Mobility.
ADDITIONAL PROJECT EXPERIENCE
GENERAL PLANS AND ORDINANCES
■ General Plan Noise Element, City of Camarillo
■ Beaumont Comprehensive General Plan Update, City of Beaumont
■ General Plan Update and EIR, City of West Covina
■ General Plan Update Noise Element, City of Palm Desert
■ General Plan Noise Element, City of Coachella
■ General Plan Background Report, City of Dinuba
■ General Plan Background Report, City of Selma
■ Administrative Draft Housing Element, City of Selma
■ Administrative Draft Zoning Ordinance Update, City of Selma
2003 Central Coast APA Academic Award, South County Government Center in Arroyo Grande Proposal, Cal Poly
Winter 2003 Graduate Project Planning Lab (contributor)
Cal Poly City and Regional Planning Department Faculty Recognition Award, 2003
Rincon Consultants, Inc.
Environmental Scientists • Planners • Engineers
PROPOSALTO PROVIDE
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1
Subconsultant
Submitted by 4LEAF, Inc.
December 15, 2020
4LEAF, INC.
ENGINEERING CONSTRUCTION rION MANAGEMENT
FIL AN+O CHECK BUILDING INSff'FC;�TIC7RWN . PLANNING
SECTION SUBCONSULTANT
IIII P 4LEAF is pleased to partner with Rincon on this contract. Rincon Consultants, Inc. (Rincon) is a
Vil
multi -disciplinary planning and environmental science consulting firm that provides quality
professional services to government and industry since 1994. Our principal service is to provide
planning and environmental support to create and sustain innovative solutions to social, sustainability,
and environmental issues. Rincon prides itself on the considerable depth of its staff, which includes
certified urban planners, sustainability experts, environmental scientists and engineers, accredited LEED
professionals, and specialists in such areas as housing, cultural resources, climate change, noise, and air quality.
We are responsive and ready to initiate requested tasks in a moment's notice and respond to any planning,
environmental, and technical needs. Our approach to every project is centered upon the design and development
of innovative solutions that respond to our clients' specific needs in a cost-effective manner.
Rincon's corporate culture focuses on providing planning and environmental consulting services in a manner that
is beneficial to both the environment and our client's needs. When hired, we perceive ourselves as an extension
of our client's team and function with the best interests of the client in mind. By managing each project with a
focus on three primary objectives —efficiency, technical excellence, and sustainability—we provide superior service
that efficiently and effectively meets the needs of our clients. We have categorized our environmental consulting
services into six core areas: Land Use and Environmental Planning, Biological Resources, Water Resources, Cultural
Resources, Site Assessment and Remediation, and Sustainability Services.
Rincon also maintains a Geographic Information Systems (GIS) and Graphics Communications group to enhance
our documents and support our data analyses for projects addressing issues in these service areas.
Professional Staff: 275+
California Offices: 12 including Sacramento, Oakland, Monterey, and Santa Cruz
■ Planning Services: General Plans and General Plan Elements ■ Community Involvement Programs
(including Housing Elements), Specific Plans, and Neighborhood, . Recreation and Open Space Planning
Community, and Area Plans ■ Grant Application Assistance
■ CEQA Compliance: EIRs, ISs, Categorical Exemptions, . Noise Studies, including Bio-Acoustic Evaluation
Addendums, MMRPs
■ Air Quality Analysis, including Health Risk Assessment
■ NEPA Compliance: EISs, EAs, FONSIs
■ Phase I and II Environmental Site Assessments
■ Hazardous Waste Characterization
■ Site Remediation: Planning, Design, and Construction
■ Site Monitoring: Groundwater, Air, Soil, and Vapor
■ Underground Storage Tank Removal and Investigation
■ Health Risk Assessments
■ Environmental Construction/Grading Monitoring
■ Methane Soil Gas Testing
■ Spill Prevention Control and Countermeasure Plan
■ Transaction Screens
■ Asbestos/Lead Based Paint Testing
■ Geological and Seismic Studies
Please refer to Section 6 for more information about each proposed team member and their involvement.
Proposal to Provide the 2021-2029 Housing & Safety Element Update to the City of Santa Clarita Page 25
Section 7: Subconsultant December 16, 2020
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............................................... ............................................. ................................
$220
........................................
$195
.
$175
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$1 15
........................................
$125
......................................
$88
$75
....................................................
Task 3.3.3: Housing Parcel Identification Analysis
Draft Sites Inventory and Review of Sites for Suitability/Adequacy for RHNA
$26,950 2016
8
12
20
140
1 26
Sites Inventory Justification Documentation
$3,070 20
2
4
4
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Task & bfc)fal
$30,020 226
10
16
24
150
26
............. .... ............................................................................................................................................................................................................................................................ . ..................... .......................................
Task 3.5: Community Engagement and Public Hearings
............................................... ............................................. ...............................
........................................
........................................
......................................
.
....................................................
Subtask 3.5.1 Community Outreach
Community Workshops
$8,710 $170 58
8
8
6
16
20
Online Survey
$4,030 28
2
2
6
10
8
Informational Flyer
$2,780 21
1
2
8
10
Subtask 3.5.2 Study Session
$3,400 $85 18
2
8
8
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1-3
20
20
34
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Task 3.6: Environmental Review
Subtask 3.6.1 Environmental Determination
$805 4
1
3
Subtask 3.6.2 Draft of Environmental Analysis
$32,182 $180 234
14
36
20
140
10
14
Subtask 3.6.3 Environmental Outreach Noticing and Filing
$7,706 $2,085 62
4
6
40
12
SB18/AB 52 Assistance
$5,816 $750 38
8
12
12
2
2
2
Subtask 3.6.4 Final Environmental Analysis
$7,568 $1,110 58
4
8
40
6
Subtask 3.6.5 Adoption
$1,820 $85 14
2
12
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$6,410 38
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classifications. The above is provided as an estimate of Rincon's effort per task.
Rincon may reallocate budget between staff and tasks, as long as the total contract
price is not exceeded.