HomeMy WebLinkAbout05.I- Execution of Consultant Services Agreement with Civic Solutions for Project Management Services 5.1
RESOLUTION (ID # 4348) DOC ID: 4348 D
CITY OF SAN BERNARDINO — REQUEST FOR COUNCIL ACTION
Annexation
From: Mark Persico M/CC Meeting Date: 03/21/2016
Prepared by: Lisa Sherrick, (909) 384-
5057
Dept: Community Development Ward(s): All
Subject:
Resolution of the Mayor and Common Council of the City of San Bernardino Authorizing
the Execution of the Consultant Services Agreement with Civic Solutions for Project
Management Services for the Processing of Specific Plan Projects. (#4348)
Current Business Registration Certificate: Yes
Financial Impact:
The Fiscal Year 2015-16 budget currently includes sufficient monies in account no. 001-
180-0029-5502 for these consulting services.
Motion: Adopt the Resolution.
Synopsis of Previous Council Action:
Background:
The Planning Division of the Community Development Department currently has three
(3) full-time planners handling a monthly average of approximately 300 ministerial
permits (administrative permits, special events, home occupations and zoning
verifications), plus approximately 500 phone calls. The monthly Planning Commission
agendas are now averaging five items, and the monthly Development and
Environmental Review Committee agendas are now averaging 12 items. The current
workload also includes providing assistance at the public counter, answering telephone
inquiries and providing plan check clearances for the issuance of building permits. As a
result, staff resources are limited to provide project management for major
development/planning projects.
With development activities increasing so have major projects. The following synopsis
provides a snap-shot of upcoming major projects in need of special attention:
✓ Over the course of the past several months, staff has been working in
collaboration with National Core on their submittal of the Waterman + Baseline
Transformation Specific Plan and Environmental Impact Report (EIR), and it is
anticipated that the Draft Specific Plan and EIR will be ready to proceed with the
processing within the next month. A deposit of $3,000 has already been made
for this application, and it is anticipated that the processing will be completed on
a cost recovery basis.
Updated: 3/17/2016 by Linda Sutherland D Packet Pg. 193
5.1
4348
✓ Additionally, staff recently attended a meeting with the Inland Valley
Development Authority (IVDA) in which it was announced that the IVDA will be
preparing and processing a Specific Plan and Environmental Impact Report (EIR)
encompassing the area along the northern boundary of the airport. This will be a
collaborative effort involving the IVDA, City of San Bernardino, City of Highland
and San Manual Band of Mission Indians. IVDA is currently in the process of
selecting the consulting team and it is anticipated that work will commence will
commence within the next month or so. City staff's role in this effort will be to
review the documents and support IVDA. Time spent on this project by staff will
be covered by the General Fund.
✓ Staff has also recently met with an applicant and consulting team regarding the
preparation and submittal of a Specific Plan and Environmental Impact Report
(EIR) encompassing approximately 800+ acres within the northern area of the
City's boundary, located north of Little League Drive. It is anticipated that the
formal application will be submitted by the end of this month. Along with the
application, a deposit in the amount of $50,000 will be made and the processing
will be completed on a cost recovery basis.
In an effort streamline the processing schedules and prevent unnecessary delays
caused by tasks overloads for these three significant projects, staff solicited and
reviewed proposals from four qualified consulting firms (please see Attachment 2).
Based upon the experience and qualifications of their assigned Project Manager and
reasonableness of their cost, staff's recommendation is to retain the services of Civic
Solutions. The term of the agreement will be for through December 31, 2016 for an
amount not to exceed $90,000.
While the Project Manager from Civic Solutions will be responsible for handling the day-
to-day tasks associated with these projects, the Planning Division Manager will be
involved with the projects on an over-sight basis.
Conclusion:
Of the three Specific Plans that the Project Manager will be working on, two will be
completed on a cost recovery basis, and the IVDA project will be covered by the
General Fund.
City Attorney Review:
Yes
Supporting Documents:
Resolution for Consultant Services Agreement with Civic Solutions (DOC)
Agrmt. 4348 (PDF)
CSA with Civic Solutions - Exhibit A (PDF)
Proposal from Civic Solutions (PDF)
Proposal from Lilley Planning Group (PDF)
Proposal from Romo Planning Group (PDF)
Updated: 3/17/2016 by Linda Sutherland D Packet Pg. 194
5.1
4348
Proposal from The Graham Group (PDF)
Updated: 3/17/2016 by Linda Sutherland D Packet Pg. 195
5.I.a
1 RESOLUTION NO.
2 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN
BERNARDINO AUTHORIZING THE EXECUTION OF THE CONSULTANT
3 SERVICES AGREEMENT WITH CIVIC SOLUTIONS FOR PROJECT a
4 MANAGEMENT SERVICES FOR THE PROCESSING OF SPECIFIC PLAN
PROJECTS. in
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BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE
6 CITY OF SAN BERNARDINO AS FOLLOWS:
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SECTION 1. The City Manager is hereby authorized to execute the Agreement with v
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Civic Solutions, attached hereto as Exhibit"A" and incorporated herein. M
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10 SECTION 2. The Director of Finance, or designee, is hereby authorized to issue a
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11 Purchase Order in the amount of$90,000. o
12 SECTION 3. The authorization to execute the above-referenced agreement is rescinded
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13 if the agreement is not executed and returned to the Office of the City Clerk within sixty (60)
14 days following the effective date of this Resolution.
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FPacket Pg.196:'
5.I.1a
1 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN
BERNARDINO AUTHORIZING THE EXECUTION OF THE CONSULTANT
2 SERVICES AGREEMENT WITH CIVIC SOLUTIONS FOR PROJECT
MANAGEMENT SERVICES FOR THE PROCESSING OF SPECIFIC PLAN
3 PROJECTS.
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I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and
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Common Council of the City of San Bernardino at a meeting thereof, held
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on the day of , 2016, by the following vote, to wit:
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Council Members: AYES NAYS ABSTAIN ABSENT o
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MARQUEZ M
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10 BARRIOS
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11 VALDIVIA o
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12 SHORETT
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13 NICKEL
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14 RICHARD E
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15 MULVIHILL Q
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Georgeann Hanna, City Clerk
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he foregoing resolution is hereby approved this day of 92016. �
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21 R. Carey Davis, Mayor
City of San Bernardino 0
22 Approved as to form:
Gary D. Saenz, City Attorney
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CONSULTANT SERVICES AGREEMENT BETWEEN CIVIC SOLUTIONS AND THE
CITY OF SAN BERNARDINO FOR THE PROCESSING OF SPECIFIC PLAN
PROJECTS
THIS AGREEMENT is made and entered into this 21" day of March, 2016 ("Effective
Date"), by and between the CITY OF SAN BERNARDINO, a charter city ("CITY"), and CIVIC
SOLUTIONS ("CONSULTANT").
WITNESSETH:
WHEREAS, CITY proposes to have CONSULTANT perform the services described
herein below; and
WHEREAS, CONSULTANT represents that it has that degree of specialized expertise
contemplated within California Government Code, Section 37103, and holds all
necessary licenses to practice and perform the services herein contemplated; and
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WHEREAS, CITY and CONSULTANT desire to contract for Project Management =
Services for the processing of Specific Plan projects, only as described in the Scope of
Services, attached hereto as Exhibit "A"; and CU
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WHEREAS, no official or employee of CITY has a financial interest, within the ra
provisions of California Government Code, Sections 1090-1092, in the subject matter of c
this Agreement. v
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NOW, THEREFORE, for and in consideration of the mutual covenants and conditions
contained herein, the parties hereby agree as follows: co
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1.0. SERVICES PROVIDED BY CONSULTANT
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1.1. Scope of Services. For the remuneration stipulated, CONSULTANT shall Q
provide the professional services related to the Project Management Services for the processing c
of Specific Plan projects, only as described in the Scope of Services, attached hereto as Exhibit E
"A"; and if a conflict arises between the Scope of Services and this Consultant Services R
Agreement(hereinafter "Agreement"), the terms of the Agreement shall govern. a
1.2. Professional Practices. All professional services to be provided by
CONSULTANT pursuant to this Agreement shall be provided by skilled personnel and in a
manner consistent with the standards of care, diligence and skill ordinarily exercised by
professional consultants in similar fields and circumstances in accordance with sound
professional practices. CONSULTANT also warrants that it is familiar with all laws that may
affect its performance of this Agreement and shall advise CITY of any changes in any Iaws that
may affect CONSULTANT's performance of this Agreement. CONSULTANT further represents
that no CITY employee will provide any services under this Agreement.
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1.3. Warranty. CONSULTANT warrants that it shall perform the services required by
this Agreement in compliance with all applicable Federal and California employment laws
' including, but not limited to, those laws related to minimum hours and wages; occupational
health and safety; fair employment and employment practices; workers' compensation insurance
and safety in employment; and all other Federal, State and local laws and ordinances applicable
to the services required under this Agreement. CONSULTANT shall indemnify and hold
harmless CITY from and against all claims, demands, payments, suits, actions, proceedings, and
judgments of every nature and description including reasonable attorneys' fees and costs,
presented, brought, or recovered against CITY for, or on account of any liability under any of the
above-mentioned laws, arising from or related to CONSULTANT's performance under this
Agreement.
1.4. Non-discrimination. In performing this Agreement, CONSULTANT shall not
engage in, nor permit its officers, employees or agents to engage in, discrimination in
employment of persons because of their race, religion, color, national origin, ancestry, age,
mental or physical disability, medical condition, marital status, sexual gender or sexual .2
orientation, except as permitted pursuant to Section 12940 of the Government Code. Violation of in
this provision may result in the imposition of penalties referred to in Labor Code, Section 1735. _
1.5 Non-Exclusive Agreement. CONSULTANT acknowledges that CITY may enter
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into agreements with other consultants for services similar to the services that are subject to this
Agreement or may have its own employees perform services similar to those services M
contemplated by this Agreement. o
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1.6. Delegation and Assignment. This is a personal service contract, and the duties set 00
forth herein shall not be delegated or assigned to any person or entity without the prior written
consent of CITY. CONSULTANT may engage a subcontractor(s) as permitted by law and may co
employ other personnel to perform services contemplated by this Agreement at
CONSULTANT's sole cost and expense.
1.7 Conflicts of Interest. During the term of this Agreement, CONSULTANT shall at a
all times maintain a duty of loyalty and a fiduciary duty as to the CITY and shall not accept
payment from or employment with any person or entity which will constitute a conflict of E
interest with the CITY. U
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1.8 CITY Business Certificate. CONSULTANT shall obtain and maintain during the
term of this Agreement, a valid CITY Business Registration Certificate pursuant to Title 5 of the
City of San Bernardino Municipal Code and any and all other licenses, permits, qualifications,
insurance and approvals of whatever nature that are legally required of CONSULTANT to
practice its profession, skill or business.
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2.0. COMPENSATION AND BILLING
2.1. Compensation. Over the term of this Agreement, Consultant shall be paid
an amount not to exceed $90,000.00, only as described in the Scope of Services, attached hereto
as Exhibit "A".
2.2. Additional Services. CONSULTANT shall not receive compensation for any
services provided outside the Scope of Services unless the CITY, prior to CONSULTANT
performing the additional services, approves such additional services in writing. It is specifically
understood that oral requests and/or approvals of such additional services or additional
compensation shall be barred and are unenforceable.
2.3. Method of Billing. CONSULTANT may submit invoices to CITY for approval.
Said invoice shall be based on the total of all CONSULTANT's services which have been
completed to CITY's sole satisfaction. CITY shall pay CONSULTANT's invoice within forty-
five (45) days from the date CITY receives said invoice. The invoice shall describe in detail,the
services performed and the associated time for completion. Any additional services approved and cn
performed pursuant to this Agreement shall be designated as "Additional Services" and shall
identify the number of the authorized change order, where applicable, on all invoices.
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2.4. Records and Audits. Records of CONSULTANT's services relating to this a
Agreement shall be maintained in accordance with generally recognized accounting principles L
and shall be made available to CITY for inspection and/or audit at mutually convenient times for o
a period of three (3) years from the Effective Date.
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3.0. TERM AND NOTIFICATION.
3.1. Term. This Agreement shall commence on the Effective Date and continue co
through December 31, 2016, unless the Agreement is previously terminated as provided for
herein. The Agreement may be extended for a one-year extension upon mutual agreement of the E
parties, not to exceed the maximum yearly compensation stated in Section 2.1. Q
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3.2 Termination. CITY or CONSULTANT may terminate the services provided W
under Section 1.1 of this Agreement upon thirty (3 0) days written notice to the other party. In the
event of termination, CONSULTANT shall be paid the reasonable value of services rendered to a
the date of termination.
3.3 Documents. In the event of termination of this Agreement, all documents
prepared by CONSULTANT in its performance of this Agreement shall be delivered to the
CITY within ten (10) days of delivery of termination notice to CONSULTANT, at no cost to
CITY. Any use of uncompleted documents without specific written authorization from
CONSULTANT shall be at CITY's sole risk and without liability or legal expense to
CONSULTANT.
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4.0.INSURANCE
4.1. Minimum Scope and Limits of Insurance. CONSULTANT shall obtain and
maintain during the term of this Agreement all of the following insurance coverages:
(a) Commercial general liability, including premises-operations, products/completed
operations, broad form property damage, blanket contractual liability,
independent contractors, personal injury with a policy limit of not less than One
Million Dollars ($1,000,000.00), combined single limits, per occurrence and
aggregate.
(b) Automobile liability for owned vehicles, hired, and non-owned vehicles, with a
policy limit of not less than One Million Dollars ($1,000,000.00), combined
single limits,per occurrence and aggregate.
(c) Workers' compensation insurance as required by the State of California. U
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4.2. Endorsements. The commercial general liability insurance policy shall contain
or be endorsed to contain the following provisions:
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(a) Additional insureds: "The City of San Bernardino and its elected and appointed a
boards, officers, agents, and employees are additional insureds with respect to this
subject project and contract with City."
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(b) Notice: "Said policy shall not terminate, nor shall it be materially changed or
cancelled, nor the coverage reduced, until thirty (30) days after written notice is co
given to City."
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(c) Other insurance: "Any other insurance maintained by the City of San Bernardino
shall be excess and not contributing with the insurance provided by this policy."
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43. Certificates of Insurance. CONSULTANT shall provide to CITY certificates a
of insurance showing the insurance coverages and required endorsements described above, in a
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form and content approved by CITY,prior to performing any services under this Agreement, E
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4.4. Non-limiting. Nothing in this Section shall be construed as limiting in any Q
way, the indemnification provision contained in this Agreement, or the extent to which
CONSULTANT may be held responsible for payments of damages to persons or property.
5.0. GENERAL PROVISIONS
5.1. Entire Agreement: This Agreement constitutes the entire Agreement between
the parties with respect to any matter referenced herein and supersedes any and all other prior
writings and oral negotiations. This Agreement may be modified only in writing, and signed by
the parties in interest at the time of such modification. The terms of this Agreement shall prevail
over any inconsistent provision in any other contract document appurtenant hereto, including
exhibits to this Agreement.
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5.2. Notices. Any notices, documents, correspondence or other
communications concerning this Agreement or the work hereunder may be provided by personal
delivery, facsimile or mail and shall be addressed as set forth below. Such communication shall
be deemed served or delivered: a) at the time of delivery if such communication is sent by
personal delivery; b) at the time of transmission if such communication is sent by facsimile; and
e) 48 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such
communication is sent through regular United States mail.
IF TO CONSULTANT: IF TO CITY:
Civic Solutions City Manager
27362 CalIe Arroyo 300 North"D" Street
San Juan Capistrano, CA 92675 San Bernardino, CA 92418
Telephone: (949)489-1442 Telephone: (909) 384-5122
Facsimile: (949) 240-8068 Facsimile: (909) 384-5138
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5.3. Attorneys' Fees: In the event that litigation is brought by any party in
connection with this Agreement, the prevailing party shall be entitled to recover from the
opposing party all costs and expenses, including reasonable attorneys' fees, incurred by the
prevailing party in the exercise of any of its rights or remedies hereunder or the enforcement of
any of the terms, conditions, or provisions hereof. The costs, salary and expenses of the City L
Attorney and members of his office in enforcing this contract on behalf of the CITY shall be o
considered as "attorneys' fees" for the purposes of this Agreement.
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5.4. Governing Law. This Agreement shall be governed by and construed under the
laws of the State of California without giving effect to that body of laws pertaining to conflict of
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laws. In the event of any legal action to enforce or interpret this Agreement, the parties hereto
agree that the sole and exclusive venue shall be a court of competent jurisdiction located in San
Bernardino County, California. a�
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5.5. Assignment: CONSULTANT shall not voluntarily or by operation of law assign,
transfer, sublet or encumber all or any part of CONSULTANT's interest in this Agreement E
without CITY's prior written consent. Any attempted assignment, transfer, subletting or
encumbrance shall be void and shall constitute a breach of this Agreement and cause for Q
termination of this Agreement. Regardless of CITY's consent, no subletting or assignment shall
release CONSULTANT of CONSULTANT's obligation to perform all other obligations to be
performed by CONSULTANT hereunder for the term of this Agreement.
5.6. Indemnification and Hold Harmless. CONSULTANT shall protect, defend,
indemnify and hold harmless CITY and its elected and appointed officials, boards, commissions,
officers, attorneys, agents and employees from any and all claims, losses, demands, suits,
administrative actions, penalties, liabilities and expenses, including reasonable attorney fees,
damage to property or injuries to or death of any person or persons or damages of any nature
including, but not limited to, all civil claims or workers' compensation claims arising from or in
any way related to CONSULTANT's performance tinder this Agreement, except when caused
solely by the CITY's negligence.
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5.7. Independent Contractor. CONSULTANT, at all times while performing
under this Agreement, is and shall be acting at all times as an independent contractor and not as
an agent or employee of CITY. CONSULTANT shall secure, at its expense, and be responsible
for any and all payment of wages, benefits and taxes including, but not limited to, Income Tax,
Social Security, State Disability Insurance Compensation, Unemployment Compensation, and
other payroll deductions for CONSULTANT and its officers, agents, and employees, and all
business licenses, if any are required, in connection with the services to be performed hereunder.
Neither CONSULTANT nor its officers, agents and employees shall be entitled to receive any
benefits which employees of CITY are entitled to receive and shall not be entitled to workers'
compensation insurance, unemployment compensation, medical insurance, life insurance, paid
vacations, paid holidays, pension,profit sharing or social security on account of CONSULTANT
and its officers', agents' and employees' work for the CITY. This Agreement does not create the
relationship of agent, servant, employee partnership or joint venture between the CITY and
CONSULTANT.
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5.8 Conflict of Interest Disclosure: CONSULTANT or its employees may be 2
subject to the provisions of the California Political Reform Act of 1974 (the "Act"), which (1) in
requires such persons to disclose financial interests that may be materially affected by the work
performed under this Agreement, and (2) prohibits such persons from making or participating in
making decisions that will have a foreseeable financial affect on such interest. CU
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CONSULTANT shall conform to all requirements of the Act. Failure to do so L
constitutes a material breach and is grounds for termination of the Agreement by CITY. c
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5.9. Responsibility for Errors. CONSULTANT shall be responsible for its work co
and results under this Agreement. CONSULTANT, when requested, shall furnish clarification
and/or explanation as may be required by the CITY's representative, regarding any services
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rendered under this Agreement at no additional cost to CITY. In the event that an error or
omission attributable to CONSULTANT occurs, then CONSULTANT shall, at no cost to CITY,
provide all other CONSULTANT professional services necessary to rectify and correct the E
matter to the sole satisfaction of CITY and to participate in any meeting required with regard to a
the correction. _
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5.10. Prohibited Employment. CONSULTANT shall not employ any current U
employee of CITY to perform the work under this Agreement while this Agreement is in effect.
5.11. Costs. Each party shall bear its own costs and fees incurred in the preparation and
negotiation of this Agreement and in the performance of its obligations hereunder except as
expressly provided herein.
5.12. No Third Party Beneficiary Rights, This Agreement is entered into for the sole
benefit of CITY and CONSULTANT and no other parties are intended to be direct or incidental
beneficiaries of this Agreement and no third party shall have any right in, under or to this
Agreement.
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5.13. Headings. Paragraphs and subparagraph headings contained in this Agreement
are included solely for convenience and are not intended to modify, explain or to be a full or
accurate description of the content thereof and shall not in any way affect the meaning or
interpretation of this Agreement.
5.14. Amendments. Only a writing executed by all of the parties hereto or their
respective successors and assigns may amend this Agreement.
5.15. Waiver. The delay or failure of either party at any time to require
performance or compliance by the other of any of its obligations or agreements shall in no way
be deemed a waiver of those rights to require such performance or compliance. No waiver of any
provision of this Agreement shall be effective unless in writing and signed by a duly authorized
representative of the party against whom enforcement of a waiver is sought. The waiver of any
right or remedy with respect to any occurrence or event shall not be deemed a waiver of any right
or remedy with respect to any other occurrence or event, nor shall any waiver constitute a
continuing waiver.
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5.16. Severability. If any provision of this Agreement is determined by a court of
competent jurisdiction to be invalid or unenforceable for any reason, such determination shall not
affect the validity or enforceability of the remaining terms and provisions hereof or of the
offending provision in any other circumstance, and the remaining provisions of this Agreement °'
shall remain in full force and effect. L
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5.17. Counterparts: This Agreement may be executed in one or more counterparts, v
each of which shall be deemed an original. All counterparts shall be construed together and shall 00
constitute one agreement. M
5.18. Corporate Authority. The persons executing this Agreement on behalf of the CO
parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said
parties and that by doing so, the parties hereto are formally bound to the provisions of this E
Agreement. a
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CONSULTANT SERVICES AGREEMENT BETWEEN CIVIC SOLUTIONS AND THE
CITY OF SAN BERNARDINO FOR THE PROCESSING OF SPECIFIC PLAN
PROJECTS
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by
and through their respective authorized officers, as of the date first above written.
CITY OF SAN BERNARDINO, CIVIC SOLUTIONS
A Municipal Corporation
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Mark Scott, City Manager Thomas G. Merrell,AICP, President in
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APPROVED AS TO FORM: ;a
Gary D. Saenz, City Attorney o
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S O L U T I O N S
March 4, 2016
Mark Persico
Community Development Director
City of San Bernardino cn
300 North "D" Street,
San Bernardino, CA 92418
Re: Project Manager Services Rates for Waterman + Baseline Neighborhood °'
Transformation Specific Plan L
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Mr. Persico,
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Per our phone conversation on March 3rd, Civic Solutions will make an adjustment to M
the hourly rates in our proposal for the specific plan projects. �-
Maryann Marks, AICP, Principal Project Manager will provide project management
services at the following hourly rates: s
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Projects for which applicant fees are charged: $135 per hour w
Projects supported solely by the General Fund: $110 per hour
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Mark, it is truly a privilege to serve the City of San Bernardino, and we look forward to 2
working with you. Please don't hesitate to let me know if there is anything further you Cn
need. 2
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Sincerely,
CIVIC SOLUTIONS, INC.
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Thomas G. Merrell, AICP E
President
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27362 Calle Arroyo
San Juan Capistrano,CA 9:
949/489-1442
949/240-8068 rAx
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v� SOLUTION :
February 18, 2016
Mr. Oliver Mujica,
Planning Division Manager
City of San Bernardino
300 North "D" Street,
San Bernardino, CA 92418
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Re: Qualifications for Project Manager Services for Waterman + Baseline
Neighborhood Transformation Specific Plan in
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Mr. Mujica,
Thank you for inviting us to submit our qualifications for project management a
services. We understand that you need a professional urban planner to manage the U
review and entitlement process for a Specific Plan and Environmental Impact Report
for the Waterman + Baseline Neighborhood Transformation project intended to 0
revitalize an underutilized area of the City. The project proposes six distinct "districts"
consisting of a mix of residential and commercial uses. The project manager will work M
as an extension of staff and be responsible for all aspects of the project from n
application through the entitlement process to approval by the City Council c
collaborating with your permanent staff and reporting directly to the Planning Division o
Manager.
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The Firm. Civic Solutions has successfully provided community development 2
services for city and county planning departments in the Southern California v
area for the past twenty-five years. The firm maintains offices in San Juan E
Capistrano and Ontario, and specializes in providing a full range of planning ,°
services including discretionary case processing, project management, citizen N
participation, zoning and land use code administration, advance planning, oa
specific plans, design guidelines and CEQA documentation. Serving numerous o
counties and cities in the region permits us to bring a broader perspective to the a.
City process, giving us the ability to use the best practices of the planning
profession for the ultimate benefit of the community. E
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Project Management. Large projects, an unexpected influx of projects at one time, .2
understaffing, all situations that can lead to a need for temporary additional staff. We
offer highly qualified planners who have the skills, expertise, experience, and focus
you can trust to manage a project from start to finish within your deadline.
Proposed Staff. To provide you with the ideal professional and best fit for
this project management assignment, you will need a project manager who
brings comprehensive planning expertise that complements the city's current staff
and can help develop and maintain the City's vision for social, cultural and economic
growth throughout the entitlement process. We are submitting the resume of one of
27362 Calle Arroyo
San Juan Capistrano,CA
949/489-1442
942/240-8069 FAx
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City of San Bernardino
February 17, 2016
Page 2
our highly qualified senior staff, Maryann Marks (detailed resume attached).
Ms. Marks is one of our most capable project managers with over 19 years of planning
experience in both the public and private planning fields. She is well qualified for managing
a large Specific Plan project having written and supervised over 30 Specific Plans
throughout her career, many containing similar land use district divisions and mix of uses.
Maryann brings an understanding of, and sensitivity to, local government concerns,
including fiscal constraints on the projects she manages.
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Our understanding of the nature of this assignment, a large scale mixed use development
with supporting environmental, and Maryann's experience, make her the ideal candidate as
Project Manager. Maryann would like the opportunity to meet with you to discuss this rn
contract planning position and show you that she is the right person for this assignment and
that having the support of the Civic Solutions Team behind her is the right support team to =
provide you with planning services that are responsive to changes occurring in the built a
environment and proposed development that is in the planning stage. As principal project
manager, Ms. Marks hourly rate is $135.00. (Rate sheet attached) r
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Civic Solutions is committed to working with our public agency clients to provide v
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professional urban planning services and endeavor to work with our clients to make the
cost of our services fit within budget constraints. We offer extremely talented individuals
with extensive experience in urban planning who can tackle any level of work without
training or supervision. On this assignment we will require an advance deposit for all o
services provided, which can be funded and supplemented quarterly, and for which the 2
draw will be subject to the terms of the contract. in
We appreciate the opportunity to propose on this project management assignment. v
Should you have any additional questions or require more information, please contact o
either of us at(949)489-1442. w
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Thomas G. Merrell, AIC E
President
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Encl: Firm Profile a
Staff Resume
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SOLUTIONS
SCHEDULE OF FEES FOR CITY OF SAN BERNARDINO PROJECT MANAGEMENT
Waterman + Baseline Neighborhood Transformation Specific Plan Project Manager
Civic Solutions, Inc. will perform consulting services at the following hourly rates:
Classification • in
Rate
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Principal
Principal • - .•- $135 _
Senior $105 _
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Associate $85 a
Assistant Planner $70
Planning Assistant $55 �
Planning Technician $45 0
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this contract. Work performed on a time and materials basis will be billed monthly, °
and will be due in accordance with the terms of the contract. i°
REIMBURSABLE EXPENSES >
■ Blue line reproduction of plans
■ Large duplication or document publishing projects o
■ Specialized graphic projects
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OVERVIEW OF FIRM PROFILE
THE FIRM
Civic Solutions is a planning and environmental consulting firm that provides comprehensive
services to municipalities, special districts and other public agencies. The firm is established
around the principle that community planning and development ultimately serve the public
VICES interest.
Environmental
Services Civic Solutions was established in 1991 and has maintained its focused commitment to serve
• Environmental Analysis
• CEQA Documentation public agencies for the last 25 years. The company is a California Corporation, led by its
• NEPA Documentation owner and founder Thomas G. Merrell, AICP, President and Chairman of the Board. Other
• Technical Studies officers of the firm include Robert Balmatt, Chief Financial Officer; and Mary P. Wright, Vice
President. Key members of the mangement team include Maryann Marks, AICP and Marie
Planning Services Luna, AICP. Guided by the company philosophy that planning is for people, Civic Solutions is
• Counter Servies ideally equipped to successfully provide planning and environmental services to the
• Project Management satisfaction of our clients and the communities we serve.
• Discretionary Case
Processing
• Permit Review Civic Solutions is a local business with company headquarters in San Juan Capistrano and a
• Land Planning satellite office in the City of Ontario at the locations below. Services will be provided to the
• Development Review City of San Bernardino out of the company's San Juan Capistrano office. y
• Code Interpretation M
• Case Management Corporate Office Inland Empire Office E
• Advanced Planning 27362 Calle Arroyo 3200 E. Guasti Road; #100
Additional Services San Juan Capistrano, CA 92675 Ontario, CA 91761 0-
• General Plan Updates 949/489-1442 909/930-3999
• Zoning Code Updates
• Specific Plans CORE SERVICES
• Public Outreach We deliver "added value" services in all planning functions. The experienced professionals U
• Consensus Building who staff our firm have extensive backgrounds in public-sector service. Some of the firm's ao
• Mediation recent clients include the cities of Jurupa Valley, Oceanside, El Cajon, Fountain Valley, Sand
• Training .,
Gabriel, Compton, Inglewood, Irvine, La Habra Heights, Buena Park, Yorba Linda, Huntington
Beach, La Puente, Rosemead and San Clemente. c
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Our services include all functions of a municipal planning department, including discretionary
case processing, public information services, environmental analyses, plan checking, site N
visits, mitigation monitoring, zoning code amendments, architectural design guidelines, U
specific plans, policy planning and general plan updates. We provide support services in the
form of graphics, design evaluation, analysis of alternatives, report writing, environmental U
impact documentation, annexations, grant writing, housing elements, citizen participation o
programs and other community development activities. w
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Environmental Services o
Civic Solutions' technical staff provides environmental planning and review for our municipal o
clients. Our expertise includes environmental analysis, CEQA/NEPA documentation, resource (-
agency permitting assistance, and mitigation and monitoring programs. We perform the full
range of environmental documentation from Initial Studies and Exemptions through review
and/or preparation of Environmental Impact Reports (EIRs) and Environmental Impact
Statements (EISs). Public agencies value our ability to prepare thorough and legally- a
defensible environmental documents in compliance with state and federal requirements. Q
Planning Services
Civic Solutuions has earned an excellent reputation throughout Southern California for our
contract planning and land planning services. We are able to quickly get up to speed on a
CIVIC SOLUTIONS.INC.
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jurisdiction's regulations, policies and operating procedures and seamlessly provide current
and advanced planning services. Our staff regularly provides department management,
counter services, customer support, discretionary case processing, plan checking, advance
planning, report writing and presentations to Planning Commissions and City Councils. We
are skilled at development review and are able to perform slope and grading analyses, assess
view impacts and evaluate project design features. We fit seamlessly into the organizations
we serve. It is our goal that applicants cannot distinguish between staff and consultant project
managers. We are also experienced long range planners and can readily interpret policies,
evaluate issues, and prepare general plan amendments, code amendments, focused issue
studies, etc.
Additional Services
As a full-service planning firm, Civic Sollutions has the broad base of urban planning
experience needed to prepare land use plans and to evaluate their impact on the
environment, municipal services, tax base, traffic, schools, and open space. Through our
Downtown Solutions team, we prepare Master Plans, General Plans, Specific Plans, Zoning N
Codes, Land Use Elements, Architectural Design Guidelines, Housing Programs and Q
Annexation Studies.
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Civic Solutions also assists public agencies to improve and manage their development review
services by evaluating plan review processes, preparing detailed procedure manuals, setting
up and conducting training programs and developing citizen participation programs.
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On occasion, a development plan has the potential to generate public controversy (usually a
with neighboring residents) during the public hearing process. We do not view hearings to be
the most effective means of resolving such controversies. Civic Solutions will meet separately
and work effectively with concerned citizens prior to the hearings to establish workable o
solutions for all parties. This program has been remarkably successful in achieving public U
agency approvals, accelerating the schedule, and resulting in an outstanding project for the CO
applicant.
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Currently providing contract planning services in Riverside, Los Angeles, Q
Orange and San Diego counties
-FUTURE -
We hope you will agree- Civic Solutions is the right choice
for your planning support needs.
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C I V I C
S O L L I T I O N S
Highlights MARYANN MARKS, AICP
• Project Management
• Specific Plans PRINCIPAL PROJECT MANAGER
• Architectural Design Ms.Marks extensive background and experience includes both the private and public
Guidelines sectors. She seines as Principal Project Manager for many design and development
■ Zoning Code updates projects, providing a full scope of planning services from discretionary case
■ Form Based Codes processing, project management, public outreach, project design, zoning code
• Ordinance drafting updates, specific plan and design guideline production and graphic support on all
• General Plan/zoning projects. In her career she has worked on over 5o Design,Visioning, Specific Plan, N
consistency reviews Design Guideline, Form Based Code and other regulatory documents, always
■ Design Review exhibiting strong professionalism and an optimistic outlook while searching for
• Special Studies creative and unique solutions to complex issues and situations.Ms.Marks specializes
in understanding the unique attributes of an area and creating site-specific regulations a�
and guidelines to create a distinctive sense of place. Her broad experience in
Education professional urban planning has provided her with an excellent knowledge of planning
Masters in Business
Administration, Pepperdine and community development.She has been an integral member of the public outreach a
University process,from visioning to approval presentations. Her ability to plan and implement U
Bachelor of Science, Ohio complex entitlement strategies to minimize processing time and approvals has been F
State University an asset to Civic Solutions and their clients. Ms. Marks is successful in negotiations o
Light Construction with public and government agencies and has the dynamic ability to manage people �?
Management Certificate, and excel in challenging environments.Since her association with Civic Solutions,she 00
University of California, has won three consecutive 1A APA Awards for Design Guidelines.
Irvine
Ms. Marks has worked in numerous cities throughout Southern and Northern c
Affiliations California. Her direct experience with Civic Solutions includes project management o
American Planning for complex discretionary planning applications, long range planning analysis,
Association: preparation of staff reports for decision-maker approval, and review of construction 0
VP AICP OC Section drawings for compliance with ordinances and departmental conditions of approval. u
Webmaster, LA Section Her strengths include discretionary project management; public outreach and >
American Institute of education; long-range a P lannin g> ;ant administration; budget analysis and U
Certified Planners(AICP) implementation. She prefers to work with public agencies, as both share a desire to 0
Urban Land Institute improve and recycle existing urban and town environments. Her ability to manage
multiple projects enables her to bring an efficient and practical approach to overall N
Leadership Tomorrow o
Graduate project design and management. CL
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Highlights of Ms.Marks'relevant experience include: C-
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SR. ADVANCED PLANNER, JURUPA VALLEY E
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Responsible for all advance planning functions including code updates, project
review, staff report and noticing preparation, compilation of project conditions and Q
presentation of staff reports at public hearings, WRCOG participation,
Representative on JAPRD trails committee.
PROJECT MANAGER, DOWNTOWN VERNON STREET AND HISTORIC OLD
TOWN SPECIFIC PLAN, ROSEVILLE, CA
Managed the specific plan team working with City officials,a citizen steering
committee,and the public to create a Specific Plan that incorporated the proprietary
downtowncode,private and public design guidelines,implementation strategies,and
environmental documentation.The downtowncode approach,which blends
Euclidean zoning,form-based zoning,municipal(non-zoning)ordinances,and Smart
Code regulations in a graphics-heavy foi mat,recognized that Downtown Roseville is
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CIVIC
S O L U T I O N S
Maryann Marks, AICP a distinct place and,therefore,should have distinct regulations.Plan strategies are
supported by economic,transportation,and environmental analyses.
PROJECT MANAGER, ROSEMEAD MIXED USE DESIGN GUIDELINES, MIXED
USE DESIGN STANDARDS AND COMPREHENSIVE CODE UPDATE
Managed the final Nlixed Use Design Guidelines,Prepared the Mixed Use
Development Standards for medium and high-density designations per the new
General Plan.The standards were used initially as guidelines for reviewing plans that
were in process,and were ultimately incorporated into the zoning code update.
Managed the comprehensive zoning code update for the City per the contract
through City draft.
PROJECT MANAGER, CITYWIDE DESIGN GUIDELINES, ANTIOCH, CA N
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Provided oversight and direct,hands-on supervision of the firm's design and advance
planning team in preparing a unique set of design guidelines for all areas of the city.
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The objective was to develop design guidelines to implement Antioch's vision of safely FL
and comfortably accommodating all users and fostering a sense of place in the public
realm. The scope included an analysis of existing conditions, feasibility and
implementation issues along with the development of design guidelines. c
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PROJECT MANAGER, SF RESIDENTIAL DESIGN GUIDELINES, ALHAMBRA,
CA
Managed the project and was hands on in producing the concise architectural design cn
guidelines which addressed each residential style found within the City as well as o
addressing the City's unique set of circumstances dividing the city into 17 individual
residential areas with their own design criteria. o
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PROJECT MANAGER, CITY OF IRWINDALE COMMERCIAL AND INDUSTRIAL V
DESIGN GUIDELINES U
Managed and produced the design guidelines and regulatory framework to control c
development,advertising,etc.throughout the city of Irwindale.Special attention was w
placed on signage to control and regulate the form and function of signage to allow N
creativity within a design framework that would create a sense of place within the 0
City. o
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PROJECT MANAGER, LAKE ELSINORE DOWNTOWN CODE AND DESIGN
GUIDELINES £
Managed and produced the downtown code and design guidelines for the master
plan which included a historic town center which would serve as the focal point and
gathering place for the entire community. A comprehensive form based code which Q
included very concise mixed-use design guidelines as well as commercial and
residential to address the area's unique set of circumstances. A strategic plan to
respond to traffic patterns,adjacency issues,parking limitations,residential needs and
a vital mixed-use core were detailed components of the program.
partial list of additional relevant project experience:
Mission Village-TTM submittal Specific Plan Implementation Document
City of Whittier - Historical and residential Design Review and project review
Zoning code rewrite - signage, cell sites, Preferred replacement materials for
Historical refurbishment
Arroyo Seeo Design Guidelines,Pasadena,CA
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CIVIC
S O L U T I O N S
Maryann Marks, AICP Newhall Ranch Specific Plan & SP Conformance DOCUmcnt, Community Dcsign
Guidelines, Implementation Notebooks and Community Outreach Program, Santa
Clarita,CA
Rice Ranch Specific Plan, Santa Barbara, CA, 58o acre Specific Plan and Design
Guidelines,EIR support
North Pointe,Specific Plan,CA
Sutter Pointe, Measure "M" Master Plan, Village Planning and Design, Design
Guidelines and Specific Plan for Yuba County
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Yorba Linda Heights-197-acre Design Guidelines and Tract Map Entitlement
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Vista Del Verde-Yorba Linda 8go-acre Master Plan,Community Design Guidelines cn
Design Implementation program
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3
� � ? PIAMNihlia E3PS?UP
February 18, 2016
Mr. Oliver Mujica
Planning Division Manager
Community Development Department
300 North D Street a)
San Bernardino, CA 92418
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Subject: Proposal for On-Call Planning Services for the City of San Bernardino
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Dear Mr. Mujica: R
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Thank you for the opportunity to submit a proposal for on-call planning services for the project L
management of the Waterman + Baseline Neighborhood Transformation Specific Plan and o
associated Environmental Impact Report. Lilley Planning Group (LPG) is widely known for our v
on-call services for municipal clients. This is our niche in the industry and we take great pride
ensuring that we provide high quality and responsive services that are tailored to each of our
client's needs. LPG has provided planning services for over 20 years to more than 40
communities in California and we are excited for the potential to work with the City of San
Bernardino. °
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The planners with our firm began consulting after working in various planning positions for c
local governments. This past experience has familiarized them with the professionalism and
commitment to excellence in providing planning services for public agencies. Given our a
expertise and background, minimal training time is necessary, and we have a reputation ',
of exceeding the expectations of our clients. Our accomplished staff is led by a team of
principals, each with 15 to more than 20 years of experience providing planning services to J
municipalities. This expertise and background has cultivated a wide range of knowledge in o
the field of planning, adding value to your organization.
Based on our careful review of the Notice of Preparation and understanding of the project, Q,
we are proposing to place one of our highly qualified staff members, Ms. Shawnika Johnson, a
for the project management position. Ms. Johnson has over 16 years of experience w
managing projects similar to this Specific Plan. She brings a breadth of project management
and advance-planning experience, local knowledge, expertise in consensus building, and a s
sound understanding of environmental law and documentation. Her bio and resume are
2
attached for your review. Q
As Project Manager, Ms. Johnson will be the primary contact for the City as an extension of
City staff and will report directly to you. Throughout the project, she would be responsible for
managing the schedule; distributing work products for internal review; reviewing all work
products for consistency, accuracy, compliance with all State and local regulations; and
responsiveness to project objectives; providing written and consolidated comments;
scheduling and coordinating team meetings and workshops; preparing staff reports and
public notices; and preparing for and attending public hearings. To ensure you receive the
highest level of service and that the project runs smoothly and stays on schedule, we will
I =Packet Pg. 215
provide proactive solutions, consistent communication, an up-to-date schedule and solid
coordination.
In addition to Ms. Johnson serving as Project Manager, as a Principal of LPG I will provide
oversight, quality control, and an additional point of contact for the City with matters related
to customer satisfaction and contract management. My resume is also attached for your
reference. We have also attached our most current billing rates.
Our company is committed to adapting our services to your organization and
complementing your existing processes to fully meet and exceed your standards. We are
confident you will find our capabilities, technical expertise and assigned staff the right fit a
for your on-call planning needs. I look forward to the opportunity to speak with you about 2
our services and the needs you anticipate, now and in the future. y
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Raynald F. Pascua, Principal c0i
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1 . Shawnika Johnson Resume and Qualifications c
2. Raynald F. Pascua Resume
3. LPG Billing Rates
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SHAWNIKA JOHNSON, AICP, MURP PLANNING GROUP
Ms. Johnson has over 16 years of municipal experience in
economic development, community development, and public engagement. She has served the cities of
Irwindale, Yorba Linda, Fontana, Anaheim, Torrance, Upland, Bellflower, and the County of Los
Angeles. Her experience also includes employment at Hogle-Ireland as a contract planner to the County
of Riverside. Ms. Johnson is well respected amongst public sector and private sector planning and a)
environmental design professionals. She has collaborated with several industrial, commercial and
residential developers to develop attractive and economically sustainable communities including National
CORE, Overton Moore Properties, Stratham Homes, Melia Homes, KB Homes,Azar Developments, and
MDM Investments. Ms. Johnson has also cultivated relationships with planning and environmental
consulting firms including Place Works,LSA Associates, Evans Brooks Associates,and RBF Consulting.
FL
Ms. Johnson is experienced in managing complex land use projects including those locating within flood
control districts,and across multiple counties and/or cities. Shawnika is also experienced in advance and ;a
current planning, policy planning; and specific plan promotion, implementation and evaluation. She is
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detailed oriented, organized and enjoys collaborating with project and community stakeholders to ensure U
efficient and successful project completion. Highlights of Shawnika's career include managing the 00
Southwest Industrial Park Specific Plan Update and Annexation Project, the Savi Ranch Land Use and
Mobility Vision Plan, multiple mixed use projects, a general plan progress report, and an active
transportation planning grant along with the associated CEQA documents (e.g. EIR, IS, MND, MMRP, C
etc.). L 0
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Ms. Johnson is the sole proprietor and Principal of Innovative Planning, a planning and environmental
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services consulting firm, specializing in community visioning, long range planning, economic
development, public engagement and facilitation; and, project management. Excellent organization,
presentation, research, and written and oral communication skills are synonymous with Shawnika �
Johnson. Ms. Johnson's energetic and positive outlook, has resulted in approved grants, vision plans,
ordinances, specific plans pre-annexation agreements, annexation applications, specific plans, zoning
codes, general plan amendments, development agreements, zone changes, tract maps, parcel maps, plot E
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plans, conditional use permits, and design review entitlements; and CEQA documents for commercial, _
residential,industrial and mixed use projects.
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Shawnika is passionate about stimulating and incorporating public discourse in the planning process to 0
create sustainable and desirable communities. Her passion for collaborating with project and community 0--
stakeholders from a wide range of disciplines is evident in successful management of land use planning,
transportation planning, economic development and human capital projects. Her goal - to promote and E
advance the planning profession amongst diverse populations, and purposefully shape the built
environment, - is exemplified in her service on the California Planning Foundation Board, and as w
President of the Cal Poly Pomona Urban and Regional Planning Alumni Board. As a Cal Poly Pomona Q
alumnus, Shawnika mentors students, contributes to the bachelors and masters of urban and regional
planning (URP) program curriculum development; and oversees alumni scholarships for the URP
program. She has also served on the National American Planning Association, Planning Student
Organization Awards Jury, the Planning and the Black Community Division (PBCD) Executive Board;
and, the PBCD Scholarship Committee. Ms. Johnson, has also been a guest lecturer at California State
Polytechnic University, Pomona;and, a guest speaker at the Los Angeles County Economic Development
Corporation.
Highlights of Ms. Johnson's Professional Experience
Innovative Planning, Principal—March 2014 to Present
Ms. Johnson is responsible for managing projects, contracts and collaborating consultant services.
Johnson provides contractual services to real estate developers, cities and land use attorneys. R Packet Pg.217
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experience includes managing mixed use projects located in both the cities of Claremont and Upland; and
implementing the Parkview Specific Plan with the development of a commercial center and specific plan
amendment to accommodate additional residential units and a sports park. In the City of Bellflower, Ms.
Johnson,was responsible for staff training, mentoring,and staff report writing. Ms. Johnson conducted a
feasibility analysis and site selection for Azar Development, a residential and commercial real estate
developer. Below is a broad range of services offered by Innovative Planning which is reflective of Ms.
Johnson's planning passions, cultivated strengths and established relationships within the environmental
design profession.
Community and Stakeholder Outreach &Engage communities, project stakeholders and deciding
Facilitation bodies in the planning process by utilizing the media, surveys,
focus groups, and facilitating workshops and visioning N
meetings,etc.
Project Management Manage complex land use projects and associated in
entitlements; Create project timelines and invoicing; Facilitate =
project completion on schedule and within the allotted budget;
Negotiate consultant contracts; Serve as a liaison between ca
project consultants, sub-consultants and jurisdictional staff. tL
Present projects to design committees, planning commission L
and city council for approval. Review and comment on =
specific plans and draft/final EIRs, collaborate with applicant, 0
city staff and community stakeholders.
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Advance Planning Qualitative and quantitative analysis for development of
— planning policy documents - vision plans, general plans, 3
specific plans, planned developments, and, health, land use 0
and economic development elements; ordinance, grant, and
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award development.
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Economic Development Policy development for economic and land use plans; Provide a-
recommendations for economic development strategic plans;
Business attraction and retention services; Conduct due J
diligence,site selection and proformas. E
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Planning Law Research and Analysis Research, analyze and interpret state, federal and local
planning law; Provide findings and recommendations to e
attorneys, and city/county executives to ensure appropriate Q.
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application and eliminate barriers to development. Collaborate a
with attorneys and author land use ordinances and prepare
zoning/municipal code interpretation correspondence E
regarding sensitive land uses.
Environmental Services initial studies; Negative declarations; Mitigated negative Q
declarations; Mitigation monitoring and reporting programs;
Noticing,Environmental document review.
Contract Planning Provide on-call planning services to municipalities, utility
districts, and local and regional jurisdictions.
City of Irwindale,Senior Planner—March 2015 to September 2015
Shawnika managed advanced and current planning projects including the city's zoning code and
subdivision ordinance update, the zoning and general plan map, the active transportation planning grant
application and the medical marijuana moratoria and ordinance update. She was also the assigned project
manager for the new Kaiser Pennanente medical facility and the City of Hope Specific Plan; an packet Pg. 218
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with the project proponents to discuss the City's development regulations. In the absence of the Director
of Community Development, Ms. Johnson managed the Community Development Department which
.. included the Code Enforcement and Planning Divisions. Ms. Johnson supervised staff, assigned projects,
and monitored project progress to ensure successful and timely completion. Ms. Johnson's organization
rrrr and leadership skills resulted in creation of a project database to monitor the receipt and timely processing
of development applications and projects. She provided professional development opportunities to staff,
attended city executive team meetings and responded to city manager inquiries and assignments. Ms.
Johnson represented the city at various local and regional meetings including the San Gabriel Valley
Council of Governments, the Irwindale Chamber of Commerce, the Los Angeles Economic Development
Corporation, and the San Gabriel Valley Economic Partnership. Ms. collaborated with attorneys and
authored staff reports, land use moratoria, and municipal code interpretation correspondence regarding
sensitive land uses. Ms. Johnson also participated in the development of department budgets, work
programs and job descriptions.
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City of Yorba Linda,Associate Planner—February 2014 to March 2015
Ms. Johnson initiated and managed multiple consultant contracts, reviewed monthly invoices, negotiated Cn
contract budgets, and created project invoices to ensure payment was remitted to the City for project c
management services for several commercial and residential projects. Her economic development efforts =
included developing and maintaining a database of existing property and business owners; and providing
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site analysis information to potential business owners and real estate brokers to attract and expand �
businesses within the City's most prominent office, industrial and commercial development—Savi Ranch. m
As project manager of the Savi Ranch Land Use and Mobility Vision Plan, a 153-acre industrial, o
commercial, office and residential development - Ms. Johnson, developed and implemented a public U
engagement plan which included a survey, community outreach meeting, business owner meetings and a co
radio interview. She also authored newspaper and magazine articles to promote the project, created
public notices, crafted language for the project's webpage and established and cultivated relationships
with project area stakeholders including business owners, property owners,the chamber of commerce and 3
the community at large. Ms. Johnson also reviewed and provided recommendations for project
deliverables (i.e. market study, fiscal analysis, land use concepts, and mobility audit). She also prepared
and presented Planning Commission and City Council staff reports. Ms. Johnson was also project =
manager for multi-family residential projects and commercial projects. To ensure project approval Ms.
Johnson collaborated with various City departments including Planning, Building and Safety, Economic
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Development, and the City Attorney's Office, and managed CEQA documents. In addition to Ms.
Johnson's project management responsibilities she trained junior staff; and answered inquiries from .2
residents, business owners,developers and investors regarding city development. :1
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City of Fontana,Assistant Planner—August 2006 to February 2014 N
Ms. Johnson's tenure at the City of Fontana included four years each in advance planning and current 0 CL
planning. Ms. Johnson's project management highlights at the City of Fontana include the Southwest 0
Industrial Park Specific Plan Update, which expanded an existing industrial specific plan from 1,843 n-
acres to 3,161 acres and created nine(9)new land use districts to include industrial, commercial, research
and development,and residential. Shawnika was also the project planner for an electric fence ordinance, E
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a non-conforming ordinance, a subdivision ordinance update, and the Compass Blue Print Recognition
Award application. In addition she managed Toscana— a 71 unit affordable housing project, the annual
housing progress report, and a host of industrial, commercial and residential land use entitlements. She a
was also responsible for analyzing and selecting consultant proposals, managing consultant contracts,
coordinating environmental studies, and evaluating conclusions and preparing staff recommendations.
Shawnika prepared staff reports, resolutions, development agreements, initial studies, negative
declarations, mitigated negative declarations, and mitigation monitoring report programs for various
committees, development boards and deciding bodies. She also provided oral presentations and
workshops to commissions,city council,and development boards;and facilitated community meetings.
14Wrrrr She managed, supervised and directed general plan and specific plan amendments, development
agreements, zone changes, tract maps, parcel maps, plot plans, conditional use permits, and design
reviews for residential, commercial, industrial and mixed use projects. Ms. Johnson collected, analyzed
and interpreted social, economic, population and land use data and trends to author policies and
ordinances.
To ensure efficient processing and approval of development projects, Ms. Johnson delegated assign Packet Pg.219
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to interns and technical staff, and informally supervised staff. Ms. Johnson was also cognizant of staff
and department development at the City of Fontana. She apprised staff of professional development
opportunities and participated in the development and implementation of department goals, policies,
priorities and work programs. Ms. Johnson also represented the city at various professional planning
meetings including the Los Angeles County Economic Development Corporation,the California Planning
Round Table,and the Ontario Airport Technical Advisory Committee.
Hogle-Ireland,Assistant Project Manager It—August 2005 to August 2006
As a contract planner for the County of Riverside, Ms. Johnson prepared staff reports, conditionals of
approval and environmental documents for presentation to various committees, development advisory
boards and deciding bodies (i.e. planning commission, and board of supervisors). She was project
manager for several tract map, parcel map, plot plan, lot line adjustment, conditional use permit, design
review, and ministerial entitlements for commercial, residential, and wireless communication projects.
Ms. Johnson also attended staff meetings, and professional development trainings in contract
management, site planning and design,and conflict resolution.
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Ion Communities,Project Management Intern—March 2005 to August 2005 c
While completing her Masters of Urban and Regional Planning, Ms. Johnson simultaneously held two 20
hour per week part-time internships at the [on Communities and the City of Fontana(see below). During n•
her employment at Ion Communities Shawnika prepared operating proformas, maps, graphs and charts
for land use development proposals. She also conducted due diligence to determine project feasibility for
development in various jurisdictions, and prepared and submitted entitlement applications to cities and o
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counties. Ms. Johnson also attended weekly organization meetings and provided written and oral project
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status reports..,
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City of Fontana,Planning Intern III,-March 2005 to August 2005
Ms. Johnson assisted planning staff with advanced planning and current planning projects, and provided c
oral presentations to the Development Advisory Board and Planning Commission. She also prepared =
zoning and rebuild letters, and answered public inquiries at the Planning Front Counter and over the L
phone. Ms. Johnson retrieved journal articles, reports, demographic data, and geographic data using a,
research databases such as: the U.S. Census, electronic journals, library databases and government
websites for inclusion in staff reports, and to substantiate policy analysis and ordinance creation.
Shawnika also collaborated with city departments to process land use applications (i.e. lot line o
adjustments,conditional use permits,administrative site plan applications,and sign proposals).
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County of Los Angeles, Public Health Investigator—November 2001 to August 2005 0
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Ms. Johnson's work at the HIV/AIDS Epidemiology Unit contributed to several research studies. a
Shawnika was responsible for gathering and analyzing public health data. She traveled to clinics,
hospitals and medical offices to facilitate health care provider training on HIV and AIDS reporting
procedures and policies. She also provided domestic violence, anger management, parenting and driving
under the influence program referrals to participants mandated by the court. As a liaison between the ca
public and the health department, Ms. Johnson, monitored client participation, progress and behavior in Q
drug and alcohol programs; and, enforced public health laws and informed appropriate authorities of
violators.
City of Anaheim,Workforce Center Assistant—March 2001 —November 2001
Ms. Johnson was responsible for increasing the city's workforce and implementing the city's economic
development goals. She served on a multidisciplinary team to assess participant needs and developed
personalized participant intervention programs. Shawnika facilitated employment preparation program
orientations and managed a caseload of 100+participants and maintained program statistics. Ms.Johnson
provided interviewing and resume writing training, and provided referrals to community resources, and
events to encourage participation.
Kaiser Perm a nente/Pa rtne rs in Care,Research Assistant—November 2000 to March 2001 Packet Pg.220
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Ms. Johnson interviewed patients and collaborated with medical social workers to provide health
education and community referrals; researched and retrieved journal articles used for literature reviews,
and entered statistical data into SPSS.
Project Assistant,City of Torrance—July 1999 to November 2000
In order to implement the city's economic development goals, Ms. Johnson developed strategies for
participants and documented their progress. She also interviewed employers to ascertain their
employment needs, informed employers of the city's employment development programs, assisted the
public with obtaining employment services, and provided resume writing and interview training. Ms.
Johnson also matched employers with individuals with specialized skill sets and matched participants
with appropriate job skill enhancement opportunities.
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Education
American Institute of Certified Planners(AICP),Certification No.026360
Master of Science in Urban and Regional Planning,California State Polytechnic University, Pomona
Thesis: "The Demographic and Socioeconomic Development of Inglewood, California, 1950- a
2010": A socioeconomic and demographic analysis of the City of Inglewood, California post
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Bachelor of Science in Health Science,California State University,Long Beach
Ronald E.McNair Scholar
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Certificates/Awards/Affiliations/Special Skills °
American Planning Association Economic Development Division,Member
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American Planning Association Women and Planning Division,Member
American Planning Association Planning and the Black Community Division (PBCD) Executive Board °>,
Member& Scholarship Committee
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California Planning Foundation Executive Board Member, Scholarship Committee and Fund E
Procurement °
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Cal Poly Pomona Urban and Regional Planning Alumni Association, President o
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Special Skills
Utilize GIS,the United States Census, Adobe, Microsoft Office(i.e. Word, Publisher,Excel, PowerPoint)
for data analysis and presentation. E
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Speaking Engagements Q
2015 American Planning Association(APA)State Conference. "Resume Clinic", Moderator
2014 APA State Conference. "Get Real Session", Panelist
2013 Urban and Regional Planning Studio, California State Polytechnic University, Pomona,Guest
Lecturer
2012 Los Angeles County Economic Development Corporation," Southwest Industrial Park(SWIP)
Specific Plan: Creating Development Opportunities for Industrial Uses"
2012 APA State Conference. "The Demographic and Socioeconomic Development of Inglewood,
California, 1950-2010"
2000 National Ronald E. McNair Symposium. "African-American Infant Care Feeding and Practices"
Packet Pg. 221
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RAYNALD FERNANDEZ PASCUA
Planning Manager
Education
California State Polytechnic University Pomona, Bachelors of Science, Urban and Regional Planning
Summary of Experience
Lilley Planning Group, Planning Manager/Contract Planner 2012-present
Mr. Pascua has provided contract, on-call services to the cities of Irvine, Costa Mesa,
and Placentia. Mr. Pascuas has had a great deal of experience in project
management. He has been specifically responsible for the 25,000 square foot Placentia- L)
Linda Hospital Medical Office Building, a 153,327 square foot commercial-retail ai
shopping center (that involved GPA/ZC, oil well removal and abandonment, soil N
remediation), zoning code and policy amendments including Placentia's first Wireless Communication
Facilities Ordinance and Parking Structure Ordinance, and the implementation of Placentia's
Redevelopment Agency's First-Time Homebuyer Program
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Highlights of Mr. Pascua's experience prior to the Lilley Planning Group include:
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City of Placentia, Development Services Project Manager. 2010-2012 0
Provided interaction and responses to public inquiries. Interacted with the staff and stakeholders on specific U
projects. Responsible for the comprehensive update of the City's General Plan, as well as the Zoning
Ordinance, Subdivision Ordinance, City planning-related policies, CEQA Guidelines and other advance M
planning projects and assignments.
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City of Placentia, Development Service Director/Manager. 1998-2010 0
Responsible for interacting with the public, answering questions at the counter at in person regarding the
development process, zoning code interpretation and application process. Directed and managed the
day-to-day operations of the Department, which consisted of the following divisions: Advance and Current a
Planning, Building and Safety, Code Enforcement, Economic Development and Redevelopment. Duties (-
included monitoring the budget, conducting performance evaluations, handling complex development
projects, served as liaison to community groups,such as the Historical Committee. J
E
City of Cerritos, Community Development Planning Aide. 1996-1998 0
Provided responses to the public on the phone and in person related to the "-
development process, interpretation of the zoning code and questions related to c
properties. Responsible for project management of development applications involving a_
residential, commercial and industrial properties. Provided technical and graphic 0 CL
support to City staff, community groups, Planning Commission and City Council
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Professional Memberships/Registrations E
League of California Cities (OC Representative-Community Services)
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Planning Directors Association of Orange County (PDAOC) ;a
American Planning Association (APA) -(Board Member and Mentor) Q
Urban Land Institute (ULI)
Cal Poly University, Pomona Alumni Association (Bronco Mentor)
Tau Epsilon Phi National Fraternity (Board Member/Officer-Pledge Educator)
Surfrider Foundation-Newport Beach Chapter
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Attachment 3
Tilley Planning Group Billing Rates - 2016
The Lilley Planning Group will perform consulting services at the following hourly rates:
Principal Planner $140.00
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Project Manager $130.00 i
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Senior Planner $110.00 a,
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Associate Planner $80.00 C
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Assistant Planner $65.00
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Planning Tech $55.00 0
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Rates reflect all costs for the office overhead, if any, including direct and indirect costs. These M
fees reflect all anticipated fee increases during the contract duration. a
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February 17, 2016
Mr. Oliver Mujica, Planning Manager
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City of San Bernardino Community Development Department
300 N. "D" Street
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San Bernardino, CA 92418
SUBJECT: REQUEST FOR PROPOSAL FOR PLANNING PROJECT MANAGER
WATERMAN + BASELINE NEIGHBORHOOD TRANSFORMATION a
SPECIFIC PLAN/EIR
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Dear Mr. Mujica,
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Romo Planning Group (RPG) is pleased to submit this proposal to provide a highly v
qualified Project Manager for the Waterman + Baseline Neighborhood �.
Transformation Specific Plan and Environmental Impact Report. We are confident o
that our experience working with several cities and counties throughout Southern
California will prove to be a valuable resource to the City of San Bernardino.
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Background
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We understand the Waterman + Baseline Neighborhood Transformation Specific o
Plan will accommodate an increase in existing residential uses from an estimated W
2,049 units to approximately 4,341 units, an increase in commercial uses from o
roughly 2,366,385 square feet to approximately 3,570,448 square feet, and
establish six (6) distinct districts to guide future development of key parcels o
throughout the Project Area. The associated EIR will address impacts pertaining to 0
the impact topics identified in the Notice of Preparation. The EIR analysis will be a
supported by various technical studies/information including Air Quality/Climate
Change, Biological Resources, Cultural Resources, Geology and Soils, Phase I
Environmental Site Assessment, Noise Report, and Traffic Impact Analysis.
Scope of Work Q
Task 1. Overall Project Management: The Project Manager will be the primary
contact for the City as an extension of City staff and will report directly to the City
of San Bernardino Planning Division Manager (Oliver Mujica). As part of the
entitlement process, the Project Manager is responsible for attending project
meetings and public hearings, preparing staff reports and all attachments, written
comments, letters and correspondence, and public hearing notices. The Project
Manager is also responsible for all CEQA related notices.
8338 Garden Street,Alta Loma,California 91701
Office(626)926-1901 . Fax(626)966-1320.email: rpg.inc@earthlink.net
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Task 2. Specific Plan: RPG's Project Manager will perform the following tasks:
1) Coordinate the land use entitlement process from start to final action;
2) Review and provide feedback on the Draft Specific Plan to City staff and the 0
Applicant; and
3) Work in collaboration with the Planning Division Manager and Applicant to
finalize the Specific Plan.
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Task 3. Environmental Impact Report: RPG's Director of Environmental Services will a
perform the following tasks: �
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1) Review and comment on the technical studies. RPG will be required to ensure 0
that the Technical Reports have been prepared utilizing accurate and
verifiable field techniques and professional work performance standards, and Nt
are prepared in conformance with all applicable CEQA requirements. This is v
not considered a 'peer review." _.
2) Oversee and manage the preparation of the Draft and Final EIR ensuring o
compliance with the CEQA Guidelines.
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RPG Team c
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RPG can offer the City of San Bernardino several important advantages, which set E
us apart from other consulting firms: Q�°
• The management team proposed for this project, Ms. Marie Gilliam (primary), 0-
Ms. Shelby Williams (secondary), and Mr. Ernest Perea (EIR), each have over -
30+ years of planning experience, including the preparation of specific plans and o
EIRs. o
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• Ms. Marie Gilliam is proposed as the Project Manager at a rate of $105/hour.
She has been involved in the preparation of numerous specific plans and E
associated EIRs while serving as a public sector planner and is a tough planner
who holds the line to ensure a quality product and an expedited timeline (Refer a
to resume).
• Ms. Shelby Williams will serve as back-up planner to Marie and is proposed at a
rate of $95/hour (if needed). She is a seasoned planner with a variety of project
experience. She retired as City Planner from the City of Covina after leaving a
legacy through the creation of the City's Town Center Specific Plan and
revitalization of the downtown.
8338 Garden Street,Alta Loma, California 91701
Office(626)926-1901 . Fax(626)966-1320.email:rpg.inc@earthlink.net
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• Mr. Ernest Perea will serve as the City's eyes on the EIR. He is a recognized
expert in the field of environmental review and compliance and is the author of
the book Guide to the CEQA Initial Study Checklist which was the recipient of a
2011 State Merit Award from the California Association of Environmental
Professionals. Mr. Perea has extensive experience with Specific Plans EIRs as
indicated in his resume and is proposed at a rate of $145/hour. W
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• All RPG team members have prepared specific plans or their associated EIRs.
This has enabled them to gain an understanding of both the public sector and n.
private sector perspective in these types of projects, which will help in 0
facilitating the project. 1
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RPG Team member resumes and hourly rates are attached. Overall, RPG can offer the
City of San Bernardino an experienced and knowledgeable team that is ready to serve M
as Planning Project Manager and in-house EIR consultant. v
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Thank you for considering us for this very important assignment. If you have any 0
questions, please feel free to contact me at (626) 926-1901. 0,
Respectfully submitted,
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Gustavo J. Romo 4
Principal o
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Attachments:
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1. RPG Hourly Rates
2. RPG Team Resumes
8338 Garden Street,Alta Loma, California 91701
Office(626)926-1901 . Fax(626)966-1320.email:rpg.incgcarthlink.net
Packet Pg.226
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HOURLY RATES N
Position Hourly Rate
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Principal $120 a
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Director of Environmental Services $145 a
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Project Manager $105
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Principal Planner $95 3
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Senior Planner $80
Associate Planner $65 C
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TEAM RESUMES
Professional History MARIE E GILLIAM, PROJECT MANAGER Cl)
• County of Ventura,CA.Advance ENVIRONMENTAL & URBAN PLANNER
Planner, 1973-74
• City of San Buenaventura,CA. Career Summary:
Special Projects/Advance a
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Planner, 1974-78
• 5 years: public sector planning positions in Ventura County, CA.
• VanDell Engineering, Irvine,CA. focused on advance policy planning and "brush-fire" policy issue o
Land Development Project U
management;
Manager, 1978-80
• 8 years: private consulting companies, including two years with a
• William C. Lawrence Company, ch
civil engineer, and six years focused on environmental, land use
Irvine,CA. Manager of Local and policy planning, Orange County,CA. Q,
Policy Planning, 1980-81
• 29 years: independent land use,environmental,and o
• MEG/Associates, Newport policy planning consultant,Orange and San Bernardino Counties.
Beach,CA. Environmental and
Policy Planning Consultant, Overview of Professional Background
1981-99 CZ
• The Planning Center,Costa Ms. Gilliam has over 40 years of diverse experience in environmental, a-
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Mesa,CA. Principal, land use and policy planning in the public and private sectors. Her o
Environmental Services, 1999- foundation of technical knowledge dates from the inception of CEQA, w
2002 NEPA and other major federal and state environmental and planning o
• LSA Associates, Irvine,CA. laws in the early 1970s. During her extensive professional career, �«
Project Manager, Environmental Marie has worked for both municipal and county agencies in Ventura N
Services,2002-2004 County, Ca, acquiring valuable experience in many policy planning Q.
°CONEXUS,Costa Mesa,CA. programs including all major General Plan elements; community p lans;
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Partner/Consultant, coastal and hillside land use planning;growth management; analysis of
Environmental urban services, infrastructure and development capacity issues; E
and Planning Services,2005— comprehensive environmental planning/impact assessment as well as
2009 a wide range of regulatory and entitlement issues. o
• Marie E Gilliam, Redlands,
CA. Independent Consultant, Among her earliest duties was serving as the Project Manager for the
Land Use Planning, Environmental County of Ventura in preparing the Moorpark Core Plan, a rural
Services, Project Management, "downtown" study, which entailed supervision of a fifteen member
Entitlement Assistance. citizen's advisory committee as well as program direction and
Present position. management of project staff. She also drafted the first Open Space
Zone Ordinance and first EIR prepared by Ventura County, which
addressed adoption of the Open Space and Conservation Elements of
the General Plan and the Open Space Zone.
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Education In the private sector, upon relocating to Orange County, CA. Marie
• BS, City& Regional Planning, worked several years as a Land Development Project Manager with
California State Polytechnic Van Dell Engineering, a land planning/civil engineering firm, where she
University, San Luis Obispo, supervised multi-disciplinary project teams from the initial "nuts and
CA. bolts" stages of land development research and design through Cl)
• Certificate-Light Construction entitlement processing for all types and scales of projects throughout =_
& Land Development Orange, San Bernardino and Riverside Counties. Marie also worked for CE
Management, University of the William C. Lawrence Company, a public policy consultant, where a
Calif. Irvine she held the title of Manager of Local Planning and was responsible for R
• Certificate - International managing and conducting research and analysis of development policy
Business,Thunderbird issues from local to state levels, formulating entitlement strategies, as v
American Graduate School well as identifying and analyzing key infrastructure and environmental
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of International Management, issues for large scale development projects. Among the projects in M
Glendale, AZ, & which she played a key role was strategic entitlement planning for the
University of Southern first Tejon Ranch Master Plan, encompassing a 250,000+ acre land C
California, Los Angeles holding spanning the border of Los Angeles and Kern Counties in 0
• Coursework-Hazardous Southern California. a,
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Materials Management & c
Regulatory Framework of From 1981-1999, Marie owned her own professional practice
Hazardous Materials, (MEG/Associates) which provided a broad range of urban and °-
University of California, Irvine environmental planning services to both public and private clients. In E
this capacity, Marie selected, directed and managed multi-disciplinary W
Affiliations teams tailored to client's needs for projects ranging from Specific o
• American Planning Association Plans, Development Agreements, Zoning and Development Guidelines,
• American Institute of Certified all types of entitlement permits, to a full range of environmental N
Planners, 1979-2010 documentation. Q
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• Association of Environmental From late 1999 to mid 2004 Marie worked for two former clients in a.
Professionals Orange County (The Planning Center and LSA Associates) as a senior m
associate and manager responsible for preparation of major E
Other Activities environmental assessment projects. From early 2005 through the fall 0
• City of Costa Mesa, Residential of 2009, Marie provided environmental consulting services as a a
Rehabilitation and partner in CONEXUS, a small environmental and policy planning
Redevelopment Advisory practice in Orange County, California. After dissolution of the
Committee, 1997-2004. partnership, Marie returned to consulting independently, providing
• Cape Series Homeowners entitlement processing as a contract planner for the County of San
Association, Board of Bernardino and the City of Covina involving a variety of uses including
Directors, 1998-2010 a solar power generation facility, expansion of a winery, a mixed use
medical/office complex and other types of commercial uses. Most
recently, Marie has provided a private client with third party review of
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a proposed mixed use Specific Plan in Loma Linda, CA.
During her career, Marie has managed or participated in over 25 N
comprehensive land use and policy planning projects; 30 land
development projects of all types, as well as many other specialized
projects. In addition, her experience includes well over 100 W
environmental planning and impact assessments of all types and for all =
types of projects (residential, commercial, office, mixed use, _
recreational, institutional, industrial and infrastructure) under both t4
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CEQA and NEPA.
Exemplary Project Experience o
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A few examples of project experience are described below. co
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Environmental Services
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La Floresta Development Proposal EIR,Brea, California. o
Ms Gilliam was the prime consultant for a comprehensive project EIR U
involving two non-contiguous totaling 210 acres. Unocal Oil corporate c
headquarters and oil production facilities occupied one site, which
represented the last large-scale undeveloped property remaining in the a
Brea urban area. The second site was occupied by a public golf course. E
The proposal involved 1088 dwelling units, community recreation 0
facilities and trails, an assisted living facility, live/work residential units, E
156,000 sq ft of commercial and office development, and re- o
configuration of the existing golf course around proposed residential
development. A full range of entitlement actions were involved o
including General Plan and Specific Plan amendments, Development o
Agreements, zoning actions, CUPS, Precise Development Plans and a
Tentative Tract Maps. Primary issues were traffic generation, impacts of r_
prior land use (hazardous materials remediation),and regional and local E
hydrology/flood control.
Ford LandlNewport Master EIR, Newport Beach, California.
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Ms. Gilliam analyzed potential environmental impacts of policy level
entitlements to allow redevelopment of a 100 acre site formerly
utilized for defense industry research and development into luxury
low/medium density residential use. Major issues included previous
site history, investigation and remediation of regulated substances,
soil and groundwater contamination and potential impacts upon
future residents, as well as construction personnel and surrounding
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residents during remediation activities. As a Master EIR, the document
also evaluated subsequent actions required for implementation and
established a master mitigation monitoring process which tied into
subsequent permit reviews.
UptownlCentral City North Redevelopment Plan Amendments, San in
Bernardino, California. c
Ms. Gilliam acted as the Project Manager in the preparation of a
Program EIR addressing renewal of eminent domain powers and
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various technical amendments to two adopted Redevelopment Area U
Plans, a General Plan Amendment and Zone Change to allow
development of 333, 800 square feet of future commercial uses, and o
development of a 96,000-sq.ft. commercial center adjacent to the V
historic Santa Fe Railroad Depot.
Cajon Creek Specific Plan EIR Review,San Bernardino, California. C
Ms. Gilliam provided peer review of environmental documentation o
and technical analyses for a 1400-acre mixed-use (industrial/office) 0
development, which included 600 acres of sand and gravel mining and
processing facilities. Review focused upon critical issues including c
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biological resources, hydrological concerns, air quality and aesthetic o.
impacts.
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Martin Ranch Draft EIR and Site Plan Review, San Bernardino, W
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California 4°
Ms. Gilliam provided peer review for a proposed 359-unit hillside R
residential development on a 353 acre-site in the Devore/Verdemont 00 CL
area. A portion of the site was within an Alquist-Priolo Earthquake o
Fault Zone. The scope of work included design review of the a
conceptual site plan and Tentative Tract Map and preparation of
alternative design measures to address City concerns. Technical E
studies prepared in support of the project and the Draft EIR were also
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reviewed for CEQA adequacy. Q
Comprehensive Land Use and Policy Planning
Gateway Specific PlanlEIR/Specific Plan ZonelDevelopment
Agreement, Moreno Valley, California
Ms. Gilliam was the prime consultant and Project Manager for
development feasibility analysis and conceptual land planning through
formulation of a Specific Plan for a 235-acre office, commercial, and
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industrial development totaling approximately 3.2 million square feet
in a rapidly urbanizing area. A program EIR, detailed development
guidelines, a Specific Plan Zone ordinance and a Development
Agreement were also prepared.
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Fountain Valley Commerce Center Specific Plan, Fountain Valley, n
California C
Ms. Gilliam was the prime consultant and Project Manager for a a
Specific Plan for a proposed a 30-acre mixed-use a-
industrial/commercial project, involving redevelopment of an older 0
industrial park within a designated redevelopment project area.
Planned development totaled approximately 410,000 square feet. 0
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Fountain Valley Medical Center Specific Plan, Fountain Valley, M
California `r
Ms. Gilliam was the prime consultant and Project Manager of a 0
Specific Plan for the expansion of the 56-acre Fountain Valley Medical
Center. Included were a Conceptual Development Plan and Circulation
Plan, as well as Development Regulations and Implementation
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Procedures for 1.3 million square feet of specialized medical uses,
including an assisted living apartment complex. n-
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Santa Nella Community Specific Plan and EIR, Merced County, �0
California. E
As Project Manager, Ms. Gilliam oversaw updates and revisions to the ,°
Specific Plan and completion of a Program EIR. The Santa Nella R
Community Specific Plan was a Neighborhood Village concept 0
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intended to create an integrated sense of community. A variety of a
neighborhoods, residential, commercial, and employment were a;
clustered around a system of parks, schools, open space, and trails in a E
new urbanist" style plan. The Specific Plan incorporated 6,480
a housing units in a 4,700-acre plan area. In addition, 5.5 million square
feet of nonresidential uses were incorporated in the plan.The Program Q
EIR addressed a number of difficult environmental issues, including
impacts to endangered species, constraints related to limited freeway
access, limited infrastructure and water supply, and other critical
issues.
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ERNEST PEREA, DIRECTOR OF ENVIRONMENTAL SERVICES
PROFILE ai
Ernest Perea has over 30 years of planning experience. Mr. Perea has served in management positions in
fast growing cities, which had large amounts of undeveloped land. These environments allowed Mr.
Perea to acquire extensive experience in planning for large scale specific plans and their associated EIRs.
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He is a recognized expert in the field of environmental review and compliance and is the author of the o-
book Guide to the CEQA Initial Study Checklist which was the recipient of a 2011 State Merit Award from
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the California Association of Environmental Professionals. c
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During his planning career, Mr. Perea has exhibited excellent verbal and written communication skills
and has fostered a team approach to planning that that is centered on problem solving and public M
participation.
EDUCATION o
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Bachelor of Science, Urban Planning
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California State Polytechnic University, Pomona CA- 1982 -
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EXPERIENCE o
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Management Public Sector Positions Held: o
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• Planning Director, City of Fontana 0
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• Planning Manager, City of Murrieta. a.
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Jurisdictions For Which Mr. Perea Has Performed Planning Services: E
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• Banning, Blythe, Chino Hills, Fontana, Grand Terrace, Hemet, Indian Wells, Lake Elsinore, Q
Ontario, Murrieta, Riverside County, San Bernardino County,San Jacinto, and Upland.
Representative Projects For Which Mr. Perea Has Managed, Prepared, Or Contributed To:
• EIR,Alberhills Villages Specific Plan, City of Lake Elsinore
• EIR, San Gorgonio Inn Demolition, City of Banning
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• EIR, Grand Crossings Specific Plan, City of Grand Terrace
• EIR, Indian Wells Town Center Specific Plan, City of Indian Wells
• EIR, Rancho Diamante Specific Plan, City of Hemet
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• EIR, Silverlakes Equestrian and Sports Park, City of Norco
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• EIR Addendum, Land Use Element Update, City of Indian Wells a
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• EIR Addendum, Circulation Element Update, City of Indian Wells
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• EIR Addendum, Housing Element Update, City of Indian Wells co
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• MND, Riverbend Master Planned Community, City of Jurupa Valley a
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• EIR, Highland Park Master Planned Community, City of Jurupa Valley
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REFERENCES _
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Zai Abu Bakar, Planning Manager, City of Fontana o
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Thomas Merrell, Planning Director,City of Jurupa Valley W
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Kent Norton, Director-At-Large & Immediate Past State President,Association of Environmental °
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Professionals (AEP), LSA Associates N
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PROFESSIONAL AFFILIATIONS °
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SHELBY R. WILLIAMS, PRINCIPAL PLANNER
PROFILE
Mrs.Williams is a professional urban planner with proven success in city planning during her career with N
the City of Covina. She excels in communication, public presentations, and report writing. Mrs. Williams
is retired from CalPERS and is looking for new opportunities to display her skills on a contract basis with
other municipalities in Southern California. Mrs. Williams has experience in complex planning
assignments, preparing, administering and monitoring budgets, General Plan and zoning code C-
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amendments, preparation and review of environmental reports, and modern approaches to urban
design, sustainability, and customer service as it relates to Planning Division functions. _
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EDUCATION 00
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Master of Science in Public Administration, California State University, Los Angeles
Bachelor of Science in Urban& Regional Planning, California State Polytechnic University, Pomona o
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WORK EXPERIENCE _
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Contract Principal Planner—RPG, Inc.August 2013—Present
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• Special Projects Planner—City of Loma Linda,July 2015 - Present o
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Serving as Project Manager for two significant projects: 1) Precise Plan of Design for a medical office o
development and 2) Conditional Use Permit for a drive-thru carwash, both of which have been w
prioritized by the City as needing expeditious review; responsible for overseeing the CEQA process, o
which entails mitigated negative declarations, and ensuring an expedited time table for both projects. o
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• Special Projects Planner—City of Artesia,June 2015 -January 2016
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Contracted to Willdan to perform professional planning services necessary to assist the City with
processing complex land use projects and studies; served as project manager for 1) a seven-story mixed-
use development with 54 condominium units, a 111 room hotel, and commercial (retail and restaurant) a
uses, 2) a seven-story mixed-use development of 92 condominium units and approximately 23,200
square of retail space; and 3) a new movie theatre and retail project.
• Special Projects Planner—City of Maywood, November 2014—February 2015
Contracted to Willdan to perform a variety of tasks in the Planning Department, including daily planning
functions; served as project manager various land use entitlement applications, including a new
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Rpul" romo planning group, inc.
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apartment complex development and residential additions; coordinated a tentative tract map for a new
LAUSD high school.
City Planner-City of Covina Planning Division, February 2008-June 2013
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Associate Planner-City of Covina Planning Division,January 1990 to January 2008 co
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Assistant Planner/Planning Assistant-City of Covina Planning Division, May 1986 to December 1989
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Planning Technician-City of Covina and Redevelopment Agency, February 1985 to May 1986
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During her career in Covina, Mrs. Williams performed a variety of supervisory, administrative and 0
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technical work in the development, implementation and maintenance of the Planning Division; assisted
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the Director of Community Development and the Assistant to the City Manager in a variety of services, M
including current and long-range planning, zoning, development, environmental review,
economic/redevelopment strategies; responsible for the daily operations of the Planning Division; serve
as the technical advisor to the Planning Commission, Development Review Committee, Historic 0
Preservation Board, City Council and City staff; prepared and coordinated reports and presentations; a,
assisted with the preparation of the City of Covina adopted Housing Element, Water Efficient Landscape
Ordinance and Census 2010 data.
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ACCOMPLISHMENTS 0
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Woman of the year 1999, Greater New Light Baptist Church, Pomona, California E
Qualified for the 1981 Women's Track and Field AIAW Division II Nationals
Athletic Scholarship Recipient N
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REFERENCES °
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Available upon request
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The Graham Group
Economic Development Services
P.O. box 51651
Irvine, CA 92619
February 10, 2016
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Mr. Oliver Mujica
City of San Bernardino Un
300 N. "D" Street
San Bernardino, CA 92418
Email: mujica_01 @sbcity.org
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RE: Consulting Opportunity o
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Dear Oliver, v
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Thank you for speaking with me regarding an upcoming opportunity with the City of San
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Bernardino. I have reviewed the Notice of Preparation regarding the Specific Plan o
Project and believe my skills are appropriate for the project.
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Several years ago, I began my own company, The Graham Group, doing independent
government consulting. I have extensive experience working with public agency
governmental documents, officials, and legislative issues in a variety of high profile (D
positions requiring excellent research, communication and presentation skills.
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I am attaching my resume and list of Honors and Awards received while working as city 4
staff member for your review and information. I look forward to speaking with you o
regarding this project. o
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Sincerely,
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Kathy U
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Kathy L. Graham, J.D., AICP
grahamgroup @earthlink.net
949-922-1022
Attachments:
1) K Graham Resume
2) Honors and Awards
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