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CC SR 20210921 H - Mixed Use Overlay Zoning District Dudek PSA CITY COUNCIL MEETING DATE: 09/21/2021 AGENDA REPORT AGENDA HEADING: Consent Calendar AGENDATITLE: Consideration and possible action to award a professional services agreement to Dudek to establish a potential Mixed-Use Overlay Zoning District. RECOMMENDED COUNCIL ACTION: (1) Award a Professional Services Agreement, in a form approved by the City Attorney, to Dudek to establish a potential Mixed-Use Overlay Zoning District, develop related development standards, and prepare associated environmental documents, for an amount not to exceed $309,990; and, (2) Authorize the Mayor and City Clerk to execute the Professional Services Agreement. FISCAL IMPACT: The action will result in a City expenditure of $309,990, which is budgeted by grant funds awarded to the City through Senate Bill No. 2 (SB 2) and Local Early Action Planning (LEAP) Grants. Amount Budgeted: $310,000 Additional Appropriation: N/A Account Number(s): 332-400-4120-5101 (State Grants – Planning/Professional/Tech Services) ORIGINATED BY: Jaehee Yoon, Senior Planner REVIEWED BY: Ken Rukavina PE, Director of Community Development APPROVED BY: Ara Mihranian, AICP, City Manager ATTACHED SUPPORTING DOCUMENTS: A. Professional Services Agreement with Dudek (page A-1) B. Mixed-Use Overlay Zoning District Request for Proposals (page B-1) C. Dudek Proposal (page C-1) BACKGROUND AND DISCUSSION: Housing Element Update The City is currently updating the Housing Element for the 6th Cycle Regional Housing Needs Assessment (RHNA) allocation, which seeks to accommodate 647 new housing 1 units throughout the City. As the City must demonstrate “sufficient capacity” to accommodate the new housing needs identified in the RHNA, the City is working on various strategies that could potentially be incorporated into the Housing Element update. One of the options under consideration is the preparation and implementation of a Mixed- Use Overlay Zoning District in the City’s commercial, and some institutional zoning districts. Mixed-use in commercial zones also furthers the City’s goal of pursuing economic development and to provide greater opportunities for sustainable commercial activity along with a mix of higher-density housing. As part of the effort, the City has retained the services of real estate and development consulting firm Piasky Solutions to conduct a feasibility analysis of potential mixed -use development opportunities in the City’s commercial zoning districts along Western Avenue, Silver Spur Road, and Miraleste Plaza. Phase I of the feasibility analysis (available on the City website) was completed in August 2021, and Phase II is expected to become available in November 2021. On April 10, 2020 and March 30, 2021, the City was awarded a combined total of $310,000 in funding though Senate Bill No. 2 (SB 2) and Local Early Action Planning (LEAP) Grants, both of which are administered by the California Department of Housing and Community Development (HCD). The purpose of the one-time grant are to assist cities and counties in California to update their planning documents and implement processing improvements that will facilitate the acceleration of housing production and help prepare for their 6th Cycle RHNA. As such, the City will be utilizing the awarded funds to retain the services of a planning consultant in creating a potential Mixed-Use Overlay Control District and preparing associated documents, including updates to the Western Avenue Specific Plan1 which has become somewhat obsolete since its last update in June 2001. Professional Services Agreement In July 2021, the Community Development Department issued a request for proposals (RFP) (Attachment B) to solicit professional services to assist the City in establishing a Mixed-Use Overlay Zoning District, related development standards, and associated environmental review. Specifically, the Community Development Department sought a consultant with prior experience developing guidelines for similar tasks, familiarity with the dynamics of coastal communities, and expertise in conducting program-level environmental analysis that could further assist the City in its endeavor. In response to the RFP, Staff received three proposals by the response deadline on July 26, 2021 from Dudek (DD), SWA, and Interwest (IW). The selection process was based on the following criteria for all proposals submitted: • Approach to Scope of Services (25%) • Proposal Schedule (20%) • Staff Qualifications and Experience (30%) • Organization and Staffing (15%) 1 The Western Avenue Specific Plan was first prepared in the 1980s to guide comprehensive redevelopment or renovation of the existing commercial development along Western Avenue that affects properties from 28821 S. Western Avenue to 29701 S. Western Avenue. 2 • Quality Control (10%) On August 30, 2021, the City’s evaluation panel (comprised of the Director of Community Development, Deputy Director of Community Development, and Senior Planner) conducted a virtual interview with the top two firms after their initial review of each proposal based on the aforementioned criteria. As two of the firms were closely tied, the virtual interview was to determine the best team equipped to perform the requested scope of work with a series of follow-up questions regarding each proposal. Upon completing the evaluation and selection process, the evaluation panel unanimously selected Dudek. Staff is of the opinion that Dudek is well-qualified to complete the specified work scope contained in the RFP as the consultant already has a good understanding of the City’s characteristics and the unique environment. Specifically, key members of Dudek that will be working on the project have previously worked with the City in the past as part of the City’s Western Avenue Vision Plan and are well versed on the issues that were raised at that time. In addition, the public engagement team program included in the scope of services provides for robust community outreach and the high- level economic analysis will provide a basis in creating building typologies that are feasible within the City’s economic landscape. A summary of Dudek’s proposal (Attachment C) as it relates to the scope of services to be provided is as follows: Approach to Scope of Services 25%6.7 1.7 8.7 2.2 8.7 2.2 Proposal Schedule & Cost 25%7.7 1.9 7.7 1.9 7.7 1.9 Staff Qualifications & Experience 25%7.0 1.8 8.3 2.1 9.0 2.3 Organization & Staffing 15%6.3 1.0 8.3 1.3 8.3 1.3 Quality Control 10%6.7 0.7 7.7 0.8 8.3 0.8 Totals 100%8.4 RFP [Mixed Use Overlay Zoning District] Scoring Sheet IW SWA DD Criteria Value Raw Score (0-10) Final Score Raw Score (0-10) Final Score Raw Score (0-10) Final Score 7.0 8.2 3 • Project administration • Data and site analysis • Public engagement • Mixed-Use Overlay Zoning District ordinance development • Western Avenue Specific Plan and General Plan update • California Environmental Quality Act (CEQA) analysis • Community workshops and public hearings with the City Council and Planning Commission Dudek proposes to utilize sub-consultants Kearns & West for community outreach efforts, including public engagement, community workshops, and social media coordination; and Pro Forma Advisors for a high-level economic analysis to derive metrics that will be used in developing feasible guidelines for the Mixed-Use Overlay Zoning District. It is anticipated that the full scope of services will be completed in March 2023. However, Dudek will be working closely with the Housing Element Update schedule to provide a framework on how the Mixed-Use Overlay Zoning District could accommodate a portion of the RHNA numbers. ALTERNATIVES: In addition to the Staff recommendation, the following alternative actions are available for the City Council’s consideration: 1. Direct Staff to modify the scope of the project and renegotiate the services needed, returning with a modified proposal. 2. Direct Staff to issue a new RFP. 3. Direct Staff not to proceed with a potential mixed-use overlay zoning district and return the grant funds to the state. 4 CONTRACT SERVICES AGREEMENT By and Between CITY OF RANCHO PALOS VERDES and DUDEK 1 A-1 AGREEMENT FOR CONTRACT SERVICES BETWEEN THE CITY OF RANCHO PALOS VERDES AND DUDEK THIS AGREEMENT FOR CONTRACT SERVICES (herein "Agreement") is made and entered into on September 21, 2021, by and between the CITY OF RANCHO PALOS VERDES, a California municipal corporation ("City") and DUDEK, a California corporation ("Consultant"). City and Consultant may be referred to, individually or collectively, as "Party" or "Parties." RECITALS A. City has sought, by issuance of a Request for Proposals, the performance of the services defined and described particularly in Article 1 of this Agreement. B. Consultant, following submission of a proposal for the performance of the services defined and described particularly in Article 1 of this Agreement, was selected by the City to perform those services. C. Pursuant to the City of Rancho Palos Verdes Municipal Code, City has authority to enter into and execute this Agreement. D. The Parties desire to formalize the selection of Consultant for performance of those services defined and described particularly in Article 1 of this Agreement and desire that the terms of that performance be as particularly defined and described herein. OPERATIVE PROVISIONS NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained herein and other consideration, the value and adequacy of which are hereby acknowledged, the parties agree as follows: ARTICLE 1. SERVICES OF CONSULT ANT 1.1 Scope of Services. In compliance with all terms and conditions of this Agreement, the Consultant shall provide those services specified in the "Scope of Services", as stated in the Proposal, attached hereto as E xhibit A ' and incorporated herein by this reference, which may be referred to herein as the "services" or "work" hereunder. As a material inducement to the City entering into this Agreement, Consultant represents and warrants that it has the qualifications, experience, and facilities necessary to properly perform the services required under this Agreement in a thorough, competent, and professional manner, and is experienced in performing the work and services contemplated herein. Consultant shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all services described herein. Consultant covenants that it shall follow the highest professional standards in performing the work and services required hereunder and that all materials will be both of good quality as well as fit for the purpose 01203.0005/738710.I YVARGAS_ALWY A-2 intended. For purposes of this Agreement, the phrase "highest professional standards" shall mean those standards of practice recognized by one or more first-class firms performing similar work under similar circumstances. 1.2 Consultant's Proposal. The Scope of Service shall include the Consultant's Proposal which shall be incorporated herein by this reference as though fully set forth herein. In the event of any inconsistency between the terms of such Proposal and this Agreement, the terms of this Agreement shall govern. 1.3 Compliance with Law. Consultant shall keep itself informed concerning, and shall render all services hereunder in accordance with, all ordinances, resolutions, statutes, rules, and regulations of the City and any Federal, State or local governmental entity having jurisdiction in effect at the time service is rendered. 1.4 California Labor Law. If the Scope of Services includes any "public work" or "maintenance work," as those terms are defined in California Labor Code section 1720 et seq. and California Code of Regulations, Title 8, Section 16000 et seq., and if the total compensation is $1,000 or more, Consultant shall pay prevailing wages for such work and comply with the requirements in California Labor Code section 1770 et seq, and 1810 et seq., and all other applicable laws, including the following requirements: (a) Public Work. The Parties acknowledge that some or all of the work to be performed under this Agreement is a "public work" as defined in Labor Code Section 1720 and that this Agreement is therefore subject to the requirements of Division 2, Part 7, Chapter 1 ( commencing with Section 1720) of the California Labor Code relating to public works contracts and the rules and regulations established by the Department of Industrial Relations ("DIR") implementing such statutes. The work performed under this Agreement is subject to compliance monitoring and enforcement by the DIR. Consultant shall post job site notices, as prescribed by regulation. (b) Prevailing Wages. Consultant shall pay prevailing wages to the extent required by Labor Code Section 1771. Pursuant to Labor Code Section 1773.2, copies of the prevailing rate of per diem wages are on file at City Hall and will be made available to any interested party on request. By initiating any work under this Agreement, Consultant acknowledges receipt of a copy of the Department of Industrial Relations (DIR) determination of the prevailing rate of per diem wages, and Consultant shall post a copy of the same at each job site where work is performed under this Agreement. (c) Penalty for Failure to Pay Prevailing Wages. Consultant shall comply with and be bound by the provisions of Labor Code Sections 1774 and 1775 concerning the payment of prevailing rates of wages to workers and the penalties for failure to pay prevailing wages. The 2 A-3 Consultant shall, as a penalty to the City, forfeit $200 (two hundred dollars) for each calendar day, or portion thereof, for each worker paid less than the prevailing rates as determined by the DIR for the work or craft in which the worker is employed for any public work done pursuant to this Agreement by Consultant or by any subcontractor. ( d) Payroll Records . Consultant shall comply with and be bound by the provisions of Labor Code Section 1776, which requires Consultant and each subconsultant to: keep accurate payroll records and verify such records in writing under penalty of perjury, as specified in Section 1776; certify and make such payroll records available for inspection as provided by Section 1776; and inform the City of the location of the records. ( e) Apprentices . Consultant shall comply with and be bound by the provisions of Labor Code Sections 1777 .5, 1777 .6, and 1777. 7 and California Code of Regulations Title 8, Section 200 et seq. concerning the employment of apprentices on public works projects. Consultant shall be responsible for compliance with these aforementioned Sections for all apprenticeable occupations. Prior to commencing work under this Agreement, Consultant shall provide City with a copy of the information submitted to any applicable apprenticeship program. Within 60 (sixty) days after concluding work pursuant to this Agreement, Consultant and each of its subconsultants shall submit to the City a verified statement of the journeyman and apprentice hours performed under this Agreement. (t) Eight-Hour Work Day . Consultant acknowledges that 8 (eight) hours labor constitutes a legal day's work. Consultant shall comply with and be bound by Labor Code Section 1810. (g) P enalties for Excess Ho m s . Consultant shall comply with and be bound by the provisions of Labor Code Section 1813 concerning penalties for workers who work excess hours. The Consultant shall, as a penalty to the City, forfeit $25 (twenty five dollars) for each worker employed in the performance of this Agreement by the Consultant or by any subcontractor for each calendar day during which such worker is required or permitted to work more than 8 (eight) hours in any one calendar day and 40 (forty) hours in any one calendar week in violation of the provisions of Division 2, Part 7, Chapter 1, Article 3 of the Labor Code. Pursuant to Labor Code section 1815, work performed by employees of Consultant in excess of 8 (eight) hours per day, and 40 (forty) hours during any one week shall be permitted upon public work upon compensation for all hours worked in excess of 8 hours per day at not less than 1 ½ ( one and one halt) times the basic rate of pay. (h) Workers Compensation. California Labor Code Sections 1860 and 3700 provide that every employer will be required to secure the payment of compensation to its employees if it has employees. In accordance with the provisions of California Labor Code Section 1861, Consultant certifies as follows: "I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract." 3 A-4 Consultant's Authorized Initials {)f1.,1_ (i) Consultant's Responsibility for ~actors. For every subcontractor who will perform work under this Agreement, Consultant shall be responsible for such subcontractor's compliance with Division 2, Part 7, Chapter 1 (commencing with Section 1720) of the California Labor Code, and shall make such compliance a requirement in any contract with any subcontractor for work under this Agreement. Consultant shall be required to take all actions necessary to enforce such contractual provisions and ensure subcontractor's compliance, including without limitation, conducting a review of the certified payroll records of the subcontractor on a periodic basis or upon becoming aware of the failure of the subcontractor to pay his or her workers the specified prevailing rate of wages. Consultant shall diligently take corrective action to halt or rectify any such failure by any subcontractor. 1.5 Licenses, Permits, Fees and Assessments. Consultant shall obtain at its sole cost and expense such licenses, permits and approvals as may be required by law for the performance of the services required by this Agreement. Consultant shall have the sole obligation to pay for any fees, assessments and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for the Consultant's performance of the services required by this Agreement, and shall indemnify, defend and hold harmless City, its officers, employees or agents of City, against any such fees, assessments, taxes, penalties or interest levied, assessed or imposed against City hereunder. 1.6 Familiarity with Wo.-k. By executing this Agreement, Consultant warrants that Consultant (i) has thoroughly investigated and considered the scope of services to be performed, (ii) has carefully considered how the services should be performed, and (iii) fully understands the facilities, difficulties and restrictions attending performance of the services under this Agreement. If the services involve work upon any site, Consultant warrants that Consultant has or will investigate the site and is or will be fully acquainted with the conditions there existing, prior to commencement of services hereunder. Should the Consultant discover any latent or unknown conditions, which will materially affect the performance of the services hereunder, Consultant shall immediately inform the City of such fact and shall not proceed except at Consultant's risk until written instructions are received from the Contract Officer in the form of a Change Order. 1.7 Care of Work. The Consultant shall adopt reasonable methods during the life of the Agreement to furnish continuous protection to the work, and the equipment, materials, papers, documents, plans, studies and/or other components thereof to prevent losses or damages, and shall be responsible for all such damages, to persons or property, until acceptance of the work by City, except such losses or damages as may be caused by City's own negligence. 4 A-5 1.8 Further Responsibilities of Puties. Both parties agree to use reasonable care and diligence to perform their respective obligations under this Agreement. Both parties agree to act in good faith to execute all instruments, prepare all documents and take all actions as may be reasonably necessary to carry out the purposes of this Agreement. Unless hereafter specified, neither party shall be responsible for the service of the other. 1.9 Additional Services. City shall have the right at any time during the performance of the services, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Services or make changes by altering, adding to or deducting from said work. No such extra work may be undertaken unless a written Change Order is first given by the Contract Officer to the Consultant, incorporating therein any adjustment in (i) the Contract Sum for the actual costs of the extra work, and/or (ii) the time to perform this Agreement, which said adjustments are subject to the written approval of the Consultant. Any increase in compensation of up to 15% of the Contract Sum; or, in the time to perform of up to 90 (ninety) days, may be approved by the Contract Officer through a written Change Order. Any greater increases, taken either separately or cumulatively, must be approved by the City Council. It is expressly understood by Consultant that the provisions of this Section shall not apply to services specifically set forth in the Scope of Services. Consultant hereby acknowledges that it accepts the risk that the services to be provided pursuant to the Scope of Services may be more costly or time consuming than Consultant anticipates and that Consultant shall not be entitled to additional compensation therefor. City may in its sole and absolute discretion have similar work done by other Consultants. No claims for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed. If in the performance of the contract scope, the Consultant becomes aware of material defects in the scope, duration or span of the contract or the Consultant becomes aware of extenuating circumstance that will or could prevent the completion of the contract, on time or on budget, the Consultant shall inform the Contracting Officer of an anticipated Change Order. This proposed change order will stipulate, the facts surrounding the issue, proposed solutions, proposed costs and proposed schedule impacts. 1.10 Special Requirements. Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in the "Special Requirements" attached hereto as Exhibit B ' and incorporated herein by this reference. In the event of a conflict between the provisions of Exhibit 'B and any other provisions of this Agreement, the provisions of Exhibit B ' shall govern. 5 A-6 ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT. 2.1 Contract Sum. Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in the "Schedule of Compensation" attached hereto as Exhibit "C" and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed $309,990 (Three Hundred Nine Thousand Nine Hundred Ninety Dollars) (the "Contract Sum"), unless additional compensation is approved pursuant to Section 1.9. 2.2 Method of Compensation. The method of compensation may include: (i) a lump sum payment upon completion; (ii) payment in accordance with specified tasks or the percentage of completion of the services; (iii) payment for time and materials based upon the Consultant's rates as specified in the Schedule of Compensation, provided that (a) time estimates are provided for the performance of sub tasks, and (b) the Contract Sum is not exceeded; or (iv) such other methods as may be specified in the Schedule of Compensation. 2.3 Reimbursable Expenses. Compensation may include reimbursement for actual and necessary expenditures for reproduction costs, telephone expenses, and travel expenses approved by the Contract Officer in advance, or actual subcontractor expenses of an approved subcontractor pursuant to Section 4.5, and only if specified in the Schedule of Compensation. The Contract Sum shall include the attendance of Consultant at all project meetings reasonably deemed necessary by the City. Coordination of the performance of the work with City is a critical component of the services. If Consultant is required to attend additional meetings to facilitate such coordination, Consultant shall not be entitled to any additional compensation for attending said meetings. 2.4 Invoices. Each month Consultant shall furnish to City an original invoice, using the City template, or in a format acceptable to the City, for all work performed and expenses incurred during the preceding month in a form approved by City's Director of Finance. By submitting an invoice for payment under this Agreement, Consultant is certifying compliance with all provisions of the Agreement. The invoice shall detail charges for all necessary and actual expenses by the following categories: labor (by sub-category), travel, materials, equipment, supplies, and sub- contractor contracts. Sub-contractor charges shall also be detailed by such categories. Consultant shall not invoice City for any duplicate services performed by more than one person. City shall independently review each invoice submitted by the Consultant to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. Except as to any charges for work performed or expenses incurred by Consultant which are disputed by City, or as provided in Section 7.3, City will use its best efforts to cause Consultant to be paid within 45 (forty-five) days of receipt of Consultant's correct and 6 A-7 undisputed invoice; however, Consultant acknowledges and agrees that due to City warrant run procedures, the City cannot guarantee that payment will occur within this time period. In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Consultant for correction and resubmission. Review and payment by City for any invoice provided by the Consultant shall not constitute a waiver of any rights or remedies provided herein or any applicable law. 2.5 Waiver. Payment to Consultant for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Consultant. ARTICLE 3. PERFORMANCE SCHEDULE 3.1 Time of Essence. Time is of the essence in the performance of this Agreement. 3.2 Schedule of Performance. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the "Schedule of Performance" attached hereto as Exhibit 'D and incorporated herein by this reference. When requested by the Consultant, extensions to the time period(s) specified in the Schedule of Performance may be approved in writing by the Contract Officer through a Change Order, but not exceeding 90 (ninety) days cumulatively. 3.3 Force Majeure. The time period(s) specified in the Schedule of Performance for performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the Consultant, including, but not restricted to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental agency, including the City, if the Consultant shall within 10 (ten) days of the commencement of such delay notify the Contract Officer in writing of the causes of the delay. The Contract Officer shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the Contract Officer such delay is justified. The Contract Officer's determination shall be final and conclusive upon the parties to this Agreement. In no event shall Consultant be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused, Consultant's sole remedy being extension of the Agreement pursuant to this Section. 7 A-8 3.4 Term. Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding two (2) years from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit D' ). The City may, in its discretion, extend the Term by one additional one-year term. ARTICLE 4. COORDINATION OF WORK 4.1 Representatives and Personnel of Consultant. The following principals of Consultant ("Principals") are hereby designated as being the principals and representatives of Consultant authorized to act in its behalf with respect to the work specified herein and make all decisions in connection therewith: Gaurav Sirvastava (Name) Nicole Cobleigh (Name) Project Manager/Planning Lead (Title) CEOA Sp cialist/PEIR Lead (Title) It is expressly understood that the experience, knowledge, capability and reputation of the foregoing principals were a substantial inducement for City to enter into this Agreement. Therefore, the foregoing principals shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the services hereunder. All personnel of Consultant, and any authorized agents, shall at all times be under the exclusive direction and control of the Principals. For purposes of this Agreement, the foregoing Principals may not be replaced nor may their responsibilities be substantially reduced by Consultant without the express written approval of City. Additionally, Consultant shall utilize only the personnel included in the Proposal to perform services pursuant to this Agreement. Consultant shall make every reasonable effort to maintain the stability and continuity of Consultant's staff and subcontractors, if any, assigned to perform the services required under this Agreement. Consultant shall notify City of any changes in Consultant's staff and subcontractors, if any, assigned to perform the services required under this Agreement, prior to and during any such performance. City shall have the right to approve or reject any proposed replacement personnel, which approval shall not be unreasonably withheld. 4.2 Status of Consultant. Consultant shall have no authority to bind City in any manner, or to incur any obligation, debt or liability of any kind on behalf of or against City, whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by City. Consultant shall not at any time or in any manner represent that Consultant or any of Consultant's officers, employees, or agents are in any manner officials, officers, employees or agents of City. Neither Consultant, nor any of Consultant's officers, employees or 8 A-9 agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to City's employees. Consultant expressly waives any claim Consultant may have to any such rights. 4.3 Contract Officer. The Contract Officer shall be Ken Ruvakina, Director of Community Development, or such person the Director may designate. It shall be the Consultant's responsibility to assure that the Contract Officer is kept informed of the progress of the performance of the services and the Consultant shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. The Contract Officer shall have authority, if specified in writing by the City Manager, to sign all documents on behalf of the City required hereunder to carry out the terms of this Agreement. 4.4 Independent Consultant. Neither the City nor any of its employees shall have any control over the manner, mode or means by which Consultant, its agents or employees, perform the services required herein, except as otherwise set forth herein. City shall have no voice in the selection, discharge, supervision or control of Consultant's employees, servants, representatives or agents, or in fixing their number, compensation or hours of service. Consultant shall perform all services required herein as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. City shall not in any way or for any purpose become or be deemed to be a partner of Consultant in its business or otherwise or a joint venturer or a member of any joint enterprise with Consultant. 4.5 Prohibition Against Subcontracting or Assignment. The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for the City to enter into this Agreement. Therefore, Consultant shall not contract with any other entity to perform in whole or in part the services required hereunder without the express written approval of the City; all subcontractors included in the Proposal are deemed approved. In addition, neither this Agreement nor any interest herein may be transferred, assigned, conveyed, hypothecated or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written approval of City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than 25% (twenty five percent) of the present ownership and/or control of Consultant, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Agreement shall be void. No approved transfer shall release the Consultant or any surety of Consultant of any liability hereunder without the express consent of City. 9 A-10 ARTICLE 5. INSURANCE AND INDEMNIFICATION 5.1 Insurance Coverages. Without limiting Consultant's indemnification of City, and prior to commencement of any services under this Agreement, Consultant shall obtain, provide and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to City. (a) General liability insurance. Consultant shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO "insured contract" language will not be accepted. (b) Automobile liability insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 0 l covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Services to be performed under this Agreement, including coverage for any owned, hired, non- owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident. (c) Professional liability {errors & omission ) insurance. Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three (3) years after completion of the services required by this Agreement. (d) Workers ' compen ation insurance. Consultant shall maintain Workers' Compensation Insurance (Statutory Limits) and Employer's Liability Insurance (with limits of at least $1,000,000). (e) Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall include all of the requirements stated herein. (f) Additional Insurance. Policies of such other insurance, as may be required in the Special Requirements in Exhibit "B". 5.2 General Insurance Requirements. (a) Proof of insurance. Consultant shall provide certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers' compensation. Insurance certificates and endorsements must be 10 A-11 approved by City's Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times during the term of this Agreement. City reserves the right to require complete, certified copies of all required insurance policies, at any time. (b) Duration of coverage. Consultant shall procure and maintain for the duration of this Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Consultant, its agents, representatives, employees or subconsultants. ( c) Primary/noncontributing. Coverage provided by Consultant shall be primary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non- contributory basis for the benefit of City before the City's own insurance or self-insurance shall be called upon to protect it as a named insured. ( d) City rights of enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain and continuously maintain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement. (e) Acceptable insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or that is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders' Rating of A-( or higher) and Financial Size Category Class VI ( or larger) in accordance with the latest edition of Best's Key Rating Guide, unless otherwise approved by the City's Risk Manager. (t) Waiver of subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against City, its elected or appointed officers, agents, officials, employees and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subconsultants. (g) Enforcement of contract prov1s1ons (non-estoppel). Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder. (h) Requirements not limiting. Requirements of specific coverage features or limits contained in this section are not intended as a limitation on coverage, limits or other 11 A-12 requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. (i) Notice of cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide to City with a 30 (thirty) day notice of cancellation (except for nonpayment for which a 10 (ten) day notice is required) or nonrenewal of coverage for each required coverage. (j) Additional insured status. General liability policies shall provide or be endorsed to provide that City and its officers, officials, employees, and agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies. (k) Prohibition of undisclosed coverage limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing. (I) Separation of insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer's limits of liability. The policy(ies) shall not contain any cross-liability exclusions. (m) Pass through clause. Consultant agrees to ensure that its subconsultants, subcontractors, and any other party involved with the project who is brought onto or involved in the project by Consultant, provide the same minimum insurance coverage and endorsements required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with consultants, subcontractors, and others engaged in the project will be submitted to City for review. (n) Agency s right to revise pecifications. The City reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the Consultant 90 (ninety) days advance written notice of such change. If such change results in substantial additional cost to the Consultant, the City and Consultant may renegotiate Consultant's compensation. ( o) Self-insured retentions. Any self-insured retentions must be declared to and approved by City. City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by City. 12 A-13 (p) Timely notice of claims . Consultant shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant's performance under this Agreement, and that involve or may involve coverage under any of the required liability policies. ( q) Additional insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work. 5.3 Indemnification. To the full extent permitted by law, Consultant agrees to indemnify, defend and hold harmless the City, its officers, employees and agents ("Indemnified Parties") against, and will hold and save them and each of them harmless from, any and all actions, either judicial, administrative, arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened (herein "claims or liabilities") that may be asserted or claimed by any person, firm or entity arising out of or in connection with the negligent performance of the work, operations or activities provided herein of Consultant, its officers, employees, agents, subcontractors, or invitees, or any individual or entity for which Consultant is legally liable ("indemnitors"), or arising from Consultant's or indemnitors' reckless or willful misconduct, or arising from Consultant's or indemnitors' negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement, and in connection therewith: (a) Consultant will defend any action or actions filed in connection with any of said claims or liabilities and will pay all costs and expenses, including legal costs and attorneys' fees incurred in connection therewith; (b) Consultant will promptly pay any judgment rendered against the City, its officers, agents or employees for any such claims or liabilities arising out of or in connection with the negligent performance of or failure to perform such work, operations or activities of Consultant hereunder; and Consultant agrees to save and hold the City, its officers, agents, and employees harmless therefrom; (c) In the event the City, its officers, agents or employees is made a party to any action or proceeding filed or prosecuted against Consultant for such damages or other claims arising out of or in connection with the negligent performance of or failure to perform the work, operation or activities of Consultant hereunder, Consultant agrees to pay to the City, its officers, agents or employees, any and all costs and expenses incurred by the City, its officers, agents or employees in such action or proceeding, including but not limited to, legal costs and attorneys' fees. ( d) Consultant shall incorporate similar indemnity agreements with its subcontractors and if it fails to do so Consultant shall be fully responsible to indemnify City hereunder therefore, and failure of City to monitor compliance with these provisions shall not be a waiver hereof. This indemnification includes claims or liabilities arising from any negligent or wrongful act, error or omission, or reckless or willful misconduct of Consultant in the 13 A-14 performance of professional services hereunder. The provisions of this Section do not apply to claims or liabilities occurring as a result of City's sole negligence or willful acts or omissions, but, to the fullest extent permitted by law, shall apply to claims and liabilities resulting in part from City's negligence, except that design professionals' indemnity hereunder shall be limited to claims and liabilities arising out of the negligence, recklessness or willful misconduct of the design professional. The indemnity obligation shall be binding on successors and assigns of Consultant and shall survive termination of this Agreement. ARTICLE 6. RECORDS, REPORTS, AND RELEASE OF INFORMATION 6.1 Records. Consultant shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies or other documents relating to the disbursements charged to City and services performed hereunder (the "books and records"), as shall be necessary to perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services. Any and all such documents shall be maintained in accordance with generally accepted accounting principles and shall be complete and detailed. The Contract Officer shall have full and free access to such books and records at all times during normal business hours of City, including the right to inspect, copy, audit and make records and transcripts from such records. Such records shall be maintained for a period of three (3) years following completion of the services hereunder, and the City shall have access to such records in the event any audit is required. In the event of dissolution of Consultant's business, custody of the books and records may be given to City, and access shall be provided by Consultant's successor in interest. Notwithstanding the above, the Consultant shall fully cooperate with the City in providing access to the books and records if a public records request is made and disclosure is required by law including but not limited to the California Public Records Act. 6.2 Reports. Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement as the Contract Officer shall require. Consultant hereby acknowledges that the City is greatly concerned about the cost of work and services to be performed pursuant to this Agreement. For this reason, Consultant agrees that if Consultant becomes aware of any facts, circumstances, techniques, or events that may or will materially increase or decrease the cost of the work or services contemplated herein or, if Consultant is providing design services, the cost of the project being designed, Consultant shall promptly notify the Contract Officer of said fact, circumstance, technique or event and the estimated increased or decreased cost related thereto and, if Consultant is providing design services, the estimated increased or decreased cost estimate for the project being designed. 6.3 Ownership of Documents. All drawings, specifications, maps, designs, photographs, studies, surveys, data, notes, computer files, reports, records, documents and other materials (the "documents and materials") prepared by Consultant, its employees, subcontractors and agents in the performance of this 14 A-15 Agreement shall be the property of City and shall be delivered to City upon request of the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of ownership use, reuse, or assignment of the documents and materials hereunder. Any use, reuse or assignment of such completed documents for other projects and/or use of uncompleted documents without specific written authorization by the Consultant will be at the City's sole risk and without liability to Consultant, and Consultant's guarantee and warranties shall not extend to such use, reuse or assignment. Consultant may retain copies of such documents for its own use. Consultant shall have the right to use the concepts embodied therein. All subcontractors shall provide for assignment to City of any documents or materials prepared by them, and in the event Consultant fails to secure such assignment, Consultant shall indemnify City for all damages resulting therefrom. Moreover, Consultant with respect to any documents and materials that may qualify as "works made for hire" as defined in 17 U.S.C. § 101, such documents and materials are hereby deemed "works made for hire" for the City. 6.4 C onfidentiality and Release of Information. (a) All information gained or work product produced by Consultant in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Consultant. Consultant shall not release or disclose any such information or work product to persons or entities other than City without prior written authorization from the Contract Officer. (b) Consultant, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the Contract Officer or unless requested by the City Attorney, voluntarily provide documents, declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered "voluntary" provided Consultant gives City notice of such court order or subpoena. ( c) If Consultant, or any officer, employee, agent or subcontractor of Consultant, provides any information or work product in violation of this Agreement, then City shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorney's fees, caused by or incurred as a result of Consultant's conduct. ( d) Consultant shall promptly notify City should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed there under. City retains the right, but has no obligation, to represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant. However, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response. 15 A-16 ARTICLE 7. ENFORCEMENT OF AGREEMENT AND TERMINATION 7.1 California Law. This Agreement shall be interpreted, construed and governed both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Los Angeles, State of California, or any other appropriate court in such county, and Consultant covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in the County of Los Angeles, State of California. 7.2 Disputes; Default. In the event that Consultant is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Consultant for any work performed after the date of default. Instead, the City may give notice to Consultant of the default and the reasons for the default. The notice shall include the timeframe in which Consultant may cure the default. This timeframe is 15 (fifteen) days, but may be extended, though not reduced, if circumstances warrant. During the period of time that Consultant is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. In the alternative, the City may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Consultant does not cure the default, the City may take necessary steps to terminate this Agreement under this Article. Any failure on the part of the City to give notice of the Consultant's default shall not be deemed to result in a waiver of the City's legal rights or any rights arising out of any provision of this Agreement. 7 .3 Retention of Funds. Consultant hereby authorizes City to deduct from any amount payable to Consultant (whether or not arising out of this Agreement) (i) any amounts the payment of which may be in dispute hereunder or which are necessary to compensate City for any losses, costs, liabilities, or damages suffered by City, and (ii) all amounts for which City may be liable to third parties, by reason of Consultant's acts or omissions in performing or failing to perform Consultant's obligation under this Agreement. In the event that any claim is made by a third party, the amount or validity of which is disputed by Consultant, or any indebtedness shall exist which shall appear to be the basis for a claim of lien, City may withhold from any payment due, without liability for interest because of such withholding, an amount sufficient to cover such claim. The failure of City to exercise such right to deduct or to withhold shall not, however, affect the obligations of the Consultant to insure, indemnify, and protect City as elsewhere provided herein. 7.4 Waiver. Waiver by any party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any party of any breach of the provisions of this Agreement shall not constitute a waiver of any other 16 A-17 provision or a waiver of any subsequent breach or violation of any provision of this Agreement. Acceptance by City of any work or services by Consultant shall not constitute a waiver of any of the provisions of this Agreement. No delay or omission in the exercise of any right or remedy by a non-defaulting party on any default shall impair such right or remedy or be construed as a waiver. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. 7 .5 Rights and Remedies are Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party. 7.6 Legal Action. In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. Notwithstanding any contrary provision herein, Consultant shall file a statutory claim pursuant to Government Code Sections 905 et seq. and 910 et seq., in order to pursue a legal action under this Agreement. 7.7 Termination Prior to Ex piration of Term. This Section shall govern any termination of this Contract except as specifically provided in the following Section for termination for cause. The City reserves the right to terminate this Contract at any time, with or without cause, upon 30 (thirty) days' written notice to Consultant, except that where termination is due to the fault of the Consultant, the period of notice may be such shorter time as may be determined by the Contract Officer. Upon receipt of any notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Consultant shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer, except as provided in Section 7.3. In the event of termination without cause pursuant to this Section, the City need not provide the Consultant with the opportunity to cure pursuant to Section 7.2. 7.8 Termination for Default of Puty. If termination is due to the failure of the other Party to fulfill its obligations under this Agreement: (a) City may, after compliance with the provisions of Section 7.2, take over the work and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the 17 A-18 compensation herein stipulated (provided that the City shall use reasonable efforts to mitigate such damages), and City may withhold any payments to the Consultant for the purpose of set-off or partial payment of the amounts owed the City as previously stated. (b) Consultant may, after compliance with the provisions of Section 7.2, terminate the Agreement upon written notice to the City's Contract Officer. Consultant shall be entitled to payment for all work performed up to the date of termination. 7.9 Attorneys' Fees. If either party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which may be granted, whether legal or equitable, shall be entitled to reasonable attorney's fees. Attorney's fees shall include attorney's fees on any appeal, and in addition a party entitled to attorney's fees shall be entitled to all other reasonable costs for investigating such action, taking depositions and discovery and all other necessary costs the court allows which are incurred in such litigation. All such fees shall be deemed to have accrued on commencement of such action and shall be enforceable whether or not such action is prosecuted to judgment. ARTICLE 8. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION 8.1 Non-liability of City Officers and Employees. No officer or employee of the City shall be personally liable to the Consultant, or any successor in interest, in the event of any default or breach by the City or for any amount which may become due to the Consultant or to its successor, or for breach of any obligation of the terms of this Agreement. 8.2 Conflict of Interest. Consultant covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Consultant's performance of services under this Agreement. Consultant further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of the Contract Officer. Consultant agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement. No officer or employee of the City shall have any financial interest, direct or indirect, in this Agreement nor shall any such officer or employee participate in any decision relating to the Agreement which affects her/his financial interest or the financial interest of any corporation, partnership or association in which (s)he is, directly or indirectly, interested, in violation of any State statute or regulation. The Consultant warrants that it has not paid or given and will not pay or give any third party any money or other consideration for obtaining this Agreement. 18 A-19 8.3 Covenant Against Discrimination. Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class in the performance of this Agreement. Consultant shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class. 8.4 Unauthorized Aliens. Consultant hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C. § 1101 et seq., as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Consultant so employ such unauthorized aliens for the performance of work and/or services covered by this Agreement, and should any liability or sanctions be imposed against City for such use of unauthorized aliens, Consultant hereby agrees to and shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorneys' fees, incurred by City. ARTICLE 9. MISCELLANEOUS PROVISIONS 9.1 Notices. Any notice, demand, request, document, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail, in the case of the City, to the City Manager and to the attention of the Contract Officer (with her/his name and City title), City of Rancho Palos Verdes, 30940 Hawthorne Blvd., Rancho Palos Verdes, California 90275 and in the case of the Consultant, to the person(s) at the address designated on the execution page of this Agreement. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated at the time personally delivered or in seventy-two (72) hours from the time of mailing if mailed as provided in this Section. 9.2 Interpretation. The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply. 9.3 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument. 19 A-20 9.4 Integration; Amendment. This Agreement including the attachments hereto is the entire, complete and exclusive expression of the understanding of the parties. It is understood that there are no oral agreements between the parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements and understandings, if any, between the parties, and none shall be used to interpret this Agreement. No amendment to or modification of this Agreement shall be valid unless made in writing and approved by the Consultant and by the City Council. The parties agree that this requirement for written modifications cannot be waived and that any attempted waiver shall be void. 9.5 Severability. In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by a valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder unless the invalid provision is so material that its invalidity deprives either party of the basic benefit of their bargain or renders this Agreement meaningless. 9.6 Warranty & Representation of Non-Collusion. No official, officer, or employee of City has any financial interest, direct or indirect, in this Agreement, nor shall any official, officer, or employee of City participate in any decision relating to this Agreement which may affect his/her financial interest or the financial interest of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any State or municipal statute or regulation. The determination of "financial interest" shall be consistent with State law and shall not include interests found to be "remote" or "noninterests" pursuant to Government Code Sections 1091 or 1091.5. Consultant warrants and represents that it has not paid or given, and will not pay or give, to any third party including, but not limited to, any City official, officer, or employee, any money, consideration, or other thing of value as a result or consequence of obtaining or being awarded any agreement. Consultant further warrants and represents that (s)he/it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not limited to, any City official, officer, or employee, as a result of consequence of obtaining or being awarded any agreement. Consultant is aware of and understands that any such act(s), omission(s) or other conduct resulting in such payment of money, consideration, or other thing of value will render this Agreement void and of no force or effect. Consultant's Authorized Initials Q211 20 A-21 9.7 Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreement, such party is formally bound to the provisions of this Agreement, and (iv) that entering into this Agreement does not violate any provision of any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties. [SIGNATURES ON FOLLOWING PAGE] 21 A-22 IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first-above written. ATTEST: Teresa Takaoka, City Clerk APPROVED AS TO FORM: ALESHIRE & WYNDER, LLP William W. Wynder, City Attorney CITY: CITY OF RANCHO PALOS VERDES, a municipal corporation Eric Alegria, Mayor CONSULT ANT: DUDEK, a California corporation ~~a~ Title: P~~/C,cb By: (!/vi,1..a/v,u ~ Name: c:./?r1.sl111e MtXJK- Title: CR:> Address: Two corporate officer signatures required when Consultant is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer. CONSULTANT'S SIGNATURES SHALL BE DULY NOTARIZED, AND APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO CONSULTANT'S BUSINESS ENTITY. 22 A-23 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document. STATE OF CALIFORNIA ~°'"' C ~D JI> COUNTY OF L@S Ml-LES Oo ~ \-r '-f 202 1 before me 4t,.11, ..,\.\.e.r , personally appeared (hr,!.\.'. "e. Moo re.. , proved to me on the basis ofsatisfactoiy evidenc e to be the erso n(s) whose na mes( ) is /are sub ·crib ed to th e within in strwnen t and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalfofwhich the person(s) acted, executed the instrument. I certify under PENAL TY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. OPTIONAL Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form CAPACITY CLAIMED BY SIGNER 0 INDIVIDUAL 0 CORPORATE OFFICER □ □ □ □ □ □ TITLE(S) LIMITED PARTNER(S) 0 GENERAL ATTORNEY-IN-FACT TRUSTEE(S) GUARDIAN/CONSERVATOR OTHER -------------- SIGNER IS REPRESENTING: (NAME OF PERSON(S) OR ENTITY(IES)) DESCRIPTION OF ATTACHED DOCUMENT TITLE OR TYPE OF DOCUMENT NUMBER OF PAGES DATE OF DOCUMENT SIGNER(S) OTHER THAN NAMED ABOVE A-24 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document. ST ATE OF CALIFORNIA .S...r-o·,t ~o ~ COUNTY OF LOS AMG'tt:!'!S On 'See\: J'f , 202 1 before me, A~~ personally appeared Jasero Mn"lul...C,Q_, proved to me o·n the ba ·is of sati factory ev id e nce to be th ~ person(s) who e names(s) i /are , ubsc nbed to the with in instrum ent and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. ---------i Ar,ff!JQ,;y j BUTLE R No,ary Publlr . Calllun11a ~ S•n 01cgo Cou nty f Curnmh.,on P ll846K1: ~ y Comm. hpireo l\pr a. 2021 OPTIONAL Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form. CAPACITY CLAIMED BY SIGNER 0 INDIVIDUAL 0 CORPORATE OFFICER □ □ □ □ □ □ TITLE(S) LIMITED PARTNER(S) 0 GENERAL ATTORNEY-IN-FACT TRUSTEE(S) GUARDIAN/CONSERVATOR OTHER -------------- SIGNER IS REPRESENTING: (NAME OF PERSON(S) OR ENTITY(IES)) DESCRIPTION OF ATTACHED DOCUMENT TITLE OR TYPE OF DOCUMENT NUMBER OF PAGES DATE OF DOCUMENT SIGNER(S) OTHER THAN NAMED ABOVE A-25 EXHIBIT "A" SCOPE OF SERVICES I. Consultant shall provide the following consulting services to develop a mixed-use overlay zoning district and associated development standards within the City's commercial zones (the "Services"): TASK A: RESEARCH AND ANALYSIS A.1: Data Gathering and Literature Review Consultant will gather and review all relevant information and data pertinent to the Project. To begin, Consultant's team will perform a literature review to thoroughly understand the City's current housing policies, inclusive of the zoning code, development standards, and ongoing Housing Element update. Consultant will specifically review Title 1 7 (Zoning) of the Rancho Palos Verdes Municipal Code, Western A venue Specific Plan, General Plan, and related maps to analyze the existing conditions along Western A venue, Silver Spur Road, and adjacent parcels. Consultant will research applicable laws, policies, and guidelines that have a direct impact on the production of housing in the City and that overlap the work of this effort, including the Regional Housing Needs Assessment, the California Density Bonus Law, and others. A.2: Best Practices and Emerging Trends Consultant will research recently completed and ongoing housing incentive overlays in cities with similar markets. This will include cities for which Consultant is currently preparing similar overlays ( e.g. Fullerton and Santa Clarita) as well as others (in collaboration with City staff). A.3: Site Confirmation Consultant's team will review sites pre-selected by the City and supplement with an additional citywide analysis to confirm appropriate sites to include with the proposed Mixed-use Overlay Zone. Consultant will compile any City-provided data (parcels, streets, zoning/land uses, building footprints, aerial photography, etc.) with data gathered by the team (market, property, demographic, etc.) to prepare a City-wide existing conditions base map in geographic information system (GIS) and to confirm and analyze the usability of additional Institutional and Commercial zoned parcels in the City (Commercial-General, Commercial-Limited, Commercial-Neighborhood, Commercial- Professional, and Commercial-Recreational). Consultant recognizes that not all Institutional and Commercially zoned parcels will be feasible or appropriate. To that end, Consultant will follow methodology to select the most appropriate sites. As a first step, Consultant's team will determine if the site and its context are suitable or opportune for new residential development by testing each site against the following preliminary criteria, as agreed upon with the City: A-1 A-26 • Parcels with minimum width and depth dimensions suitable for typical multifamily residential building types. • Parcels that represent immediate opportunities for redevelopment, e.g., are currently vacant or occupied by surface parking lots. • Parcels that are underutilized, such as properties with relatively low improvement values relative to their land values and therefore opportunities to increase the value of improvements. Using the preliminary screen of County Assessor data in GIS, the economic team will test the selected sites based on the following methodology. o First, Consultant will identify all vacant sites or sites currently occupied by surface parking lots. Given these parcels' lack of improvements, they could be appropriate for immediate redevelopment with a change to a residential land designation. o Second, Consultant will identify all properties where the improvement value is 40% of the land value. While there is no set benchmark, typically the land value represents 30% of the total market value of a property. As such, improvements would roughly equal 70% of the total market value. A relatively low improvement value relative to the land value of a property suggests that the land is underutilized and that there are higher value improvements that can be developed on the land. It should be noted that this is not a perfect estimate of underutilized land, but it can be used as a benchmark to identify properties that may have potential for redevelopment. o Finally, Consultant will identify low-intensity sites where the floor-to-area ratio value is below 0.10 and more intensive redevelopment may be appropriate. "Institutional, Other, and Recreation" land use categories, which do not report building size, and specific multifamily condo parcels will not be accounted in the County Assessor database. As such, the team will work with the City to determine if such properties should be considered. • Parcels that are transit-adjacent, e.g., lie within high-quality transit areas, defined by the Southern California Association of Governments as being within one-half mile from major transit stops and high-quality transit corridors. This applies primarily to parcels along Western A venue. • Parcels that lie outside of areas most vulnerable to air pollution ( e.g., within 500 feet of freeways or 1,000 feet of distribution centers, etc.), as identified by the California Air Resources Board's Air Quality and Land Use Handbook. • Parcels within a 10-minute walkshed of schools and parks. • Parcels with property owners who have indicated willingness to develop residential uses. A.4: High-level Development Feasibility Consultant's team, led by economic subconsultant, Pro Forma Advisors, will conduct high-level economic assessment of Rancho Palos Verdes. Consultant will review residential real estate market fundamentals to document recent sales by housing type, A-2 A-27 development trends, asking rents, vacancy rates, and capitalization rates. Based upon the market assessment, Consultant will propose a limited number of housing typologies (for- sale or for-rent) that appear most likely to have market support and be financially feasible to develop. Revenue assumptions used in the financial testing will be collected in the market assessment. Pro Forma Advisors will provide hard and soft cost assumptions based on industry knowledge and contemporary per square foot estimates. With the revenue and development cost assumptions in hand, Consultant will determine the residual land value of each development scenario. This residual land value can then be compared to the typical land value associated with an illustrative commercial parcel in the city. The delta in value would then be used to better understand the value created by the potential land use change from commercial to residential development. This will provide the planning team market-tested data on building typologies that are feasible within the City's real estate sub-economy. Deliverables: • Summary Memorandum and Pro Forma Analysis TASK B: MIXED-USE OVERLAY ORDINANCE B.1 Draft and Final Ordinance Consultant's team will create draft and final development standards that will apply to new mixed-use developments triggered by the regulations set forth in the proposed mixed-use overlay district. Consultant will also review the existing code and suggest revisions to other related sections of the code for consistency. The proposed ordinance will incorporate clear, easy-to-understand graphics to enhance understanding and reduce misinterpretations. The development standards will rely on the ( optional) market feasibility analysis to establish building envelopes that are market tested and have the support of the development community. TASK C: WESTERN A VENUE SPECIFIC PLAN AND GENERAL PLAN UPDATE C.1: Review Consultant's team will review the current Western Avenue Specific Plan and the City's General Plan and evaluate their language for consistency with the proposed mixed-use overlay district. This review will highlight the sections that are in conflict and suggest rev1s10ns. A-3 A-28 C.2 Draft and Final updates Based on guidance from City staff, the Consultant's planning team will draft and finalize surgical updates to the Western Avenue Specific Plan and the General Plan to bring them in conformance and establish overall consistency with the proposed mixed-use overlay zoning district to avoid discrepancies or potential unintended consequences. TASK D: PUBLIC PARTICIPATION AND OUTREACH D.1 Outreach Plan The Consultant's outreach team, led _by Keams & West, the team's outreach subconsultant, will prepare an outreach memo that includes objectives for involving the public in planning, descriptions of outreach and engagement activities, methods for publicizing involvement opportunities, and timeline showing synchronization of activities with the planning process. D.2 Targeted key stakeholder outreach The Consultant's outreach team will participate with City staff on calls with up to six (6) community leaders to tell them about the project community involvement opportunities, hear about best practices for getting the word out, and ask for their help in publicizing the workshops. D.3 Community Events Consultant will support and facilitate up to two (2) community outreach meetings. The first outreach meeting will include a socially distanced walking tour of Western Avenue (the location of the far majority of commercially zoned parcels in the City) and will include stakeholders, project team, City staff, and the public. The second community meeting/workshop is anticipated to be conducted either virtually and/or in-person using a platform that allows for polling, dialogue, and other forms of interaction. Community meetings participants shall include local business and property owners, residents, and other stakeholders. For each meeting, Consultant will staff two facilitators and an outreach specialist; prepare a logistics memo and an annotated agenda for the virtual meetings; coordinate with the team for meeting preparation and dry run; and create an After Action Report that documents attendance, format and presentation, input, and major discussion themes. A-4 A-29 TASK E: PREPARE RELEVANT ENVIRONMENTAL DOCUMENTS Summary of CEQA Approach The Environmental Impact Report (EIR) prepared for the Mixed-Use Overlay Zone is likely to be a Program Environmental Impact Report (PEIR) that analyzes buildout of the feasible opportunity sites on a programmatic level. The PEIR will include sufficient level of detail, analysis, and mitigation options to allow the City and residential developers to efficiently tier-off the PEIR as redevelopment of each particular site is proposed. The PEIR will be drafted with the mindset that the PEIR should be a tool available to the City and project applicants to streamline future environmental clearance processes as development is proposed for the opportunity sites. The PEIR will ensure compliance with California Assembly Bill 52 (AB 52, Chapter 532, Statutes of 2014) and Senate Bill 18 (SB 18, Chapter 905, Statutes of 2004). E.la Initial Study and Notice of Preparation Consistent with the CEQA Guidelines, Appendix G Checklist, as well as with the City's adopted CEQA Environmental Checklist (Initial Study [IS]) and local CEQA implementation guidelines, Consultant will prepare one (1) administrative draft IS for review and comment by the City. The administrative draft IS will identify potentially significant environmental impacts associated with buildout of the Project. Environmental setting, impact analyses, and substantiating documentation will be provided to support all responses and conclusions in the IS, including concise tables and high-quality, full-color figures. The intent of the Administrative Draft IS is to scope-out as many environmental resource topics from the PEIR as feasible/defensible. Following one round of review of and comment on the administrative draft IS by the City, Consultant will make one (1) round of revisions, as required. The revisions will satisfactorily address all prior comments on the administrative draft IS, and no substantial review efforts beyond a final "page-tum" review will be required. This revised version of the IS will serve as the final version of the document. Consistent with CEQA Guidelines, Section 15082, Consultant will work with the City to prepare a Notice of Preparation (NOP) of a draft PEIR. The NOP will provide the responsible and trustee agencies and the California Office of Planning and Research/State Clearinghouse (SCH) with sufficient information describing the Project and the potential environmental effects to enable the outside agencies to make a meaningful response. At a minimum, the information will include a description of the Project, location of the Project, and probable environmental impacts of the Project. Following one (1) round of review of and comment on the draft version of the NOP, Consultant will make one (1) round of revisions, as required. Following revisions to the NOP, Consultant will coordinate circulation with the City for the combined IS/NOP. A-5 A-30 Consultant will provide the IS/NOP to SCH as well as post the NOP with the Los Angeles County Clerk. Deliverables: • JS/NOP (electronic copy, five [5} hard copies with appendices on CD, and 20 CDs/flash drives) • SCH Summary Form and JS/NOP uploaded to SCH website • NOP posted with the Los Angeles County Clerk • Notice of Completion (NOC) Form (electronic copy, one [1} hard copy) E.lb Public Scoping Meeting Consultant will coordinate with the City on a public scoping meeting. Consultant assumes City staff will be responsible for securing the meeting location, if the meeting is to be held in person. If the meeting is held virtually, Consultant can host the meeting using Zoom. During the meeting, Consultant will present a PowerPoint presentation, monitor comments received, answer questions pertaining to CEQA and the PEIR, and provide a summary of public comments with regard to any environmental concerns raised. This input will be used to focus the environmental issues to be addressed in the administrative draft PEIR. A summary of comments received will be included in the administrative draft PEIR. Deliverables: PowerPoint meeting presentation, scoping comment cards, and meeting notes/comment summary E.2 Program-Level Technical Analyses Consultant will conduct program-level technical analyses to support the evaluation and determinations in the Project, as follows: • Program-level air quality, greenhouse gas emissions, and energy assessment • Program-level noise and vibration assessment • Program-level vehicle miles traveled assessment For the sake of brevity, the complete scopes of work for each supporting technical study listed below can be provided to the City on request. These programmatic analyses will be memorialized in individual technical memorandums or incorporated directly in the applicable PEIR sections. Prior to commencing work on these technical analyses, Consultant will coordinate with the City to tailor the scopes of the analyses to meet the City's expectations while being mindful of the budgetary constraints for the analyses. Deliverables: • Technical analyses included directly in individual technical memorandums or directly in the applicable PEJR sections (electronic copies). A-6 A-31 E.3a Administrative Draft PEIR Consistent with CEQA Guidelines, Article 9, Consultant will prepare one (1) administrative draft PEIR for review and comment by the City. As required by CEQA and the CEQA Guidelines, the administrative draft PEIR will include the following chapters: Introduction, Executive Summary, Environmental Setting, Project Description, Environmental Analysis, Cumulative Impacts, Other CEQA Considerations, and Alternatives to the Project. Each of the EIR's Environmental Analysis sections will include a discussion of each environmental topic within five main sections: (1) Existing Conditions, (2) Regulatory Framework, (3) Impacts and Mitigation, ( 4) Cumulative Effects, and (5) References. The discussion of impacts and mitigation will be divided into subsections based on the recent update to CEQA Guidelines, Appendix G, Environmental Checklist, questions. Each of these subsections will enable clarity, ease of use, and organization, and each subsection will be headed by a summary box or table. Up to 13 environmental analysis administrative draft PEIR sections will need to be prepared, including but not limited to, the following potential environmental issues that may need to be comprehensively addressed in their own sections (as opposed to being "focused out" in the IS/NOP): 1. Aesthetics 2. Air Quality 3. Cultural Resources 4. Energy 5. Greenhouse Gas Emissions 6. Hazards and Hazardous Materials 7. Land Use and Planning 8. Noise 9. Population and Housing 10. Public Services 11. Transportation 12. Tribal Cultural Resources (summarizing AB 52 and SB 18 outreach efforts) 13. Utilities and Service Systems In addition to the Environmental Analysis sections, the administrative draft PEIR will also include the following chapters: Other CEQA Considerations and Alternatives to the Project (note that this scope of work and budget assumes up to three [3] Project alternatives, including the "No Project" alternative, would be analyzed). Deliverables: • Administrative draft PEIR (electronic copy) A-7 A-32 E.3b Screencheck Draft PEIR Following receipt of comments from the City on the administrative draft PEIR, Consultant will update the document and re-submit the screencheck draft PEIR. The purpose of this screencheck submittal is to allow the City to review the revisions made to the administrative draft PEIR. Once the City performs the final review and comment on the screencheck draft PEIR, Consultant will respond to these final comments, review the proposed edits, and prepare a proofcheck draft PEIR in anticipation of finalizing the document for public review. Deliverables: • Screencheck draft PEIR (electronic copy) • Proo/check draft PEIR (electronic copy) E.4 Public Review Draft PEIR Following the final "page-tum" review of the proofcheck draft PEIR, Consultant will prepare and publicly distribute the public review draft PEIR to the County Clerk, SCH, responsible and trustee agencies, surrounding jurisdictions, and other interested parties pursuant to the distribution list prepared by the City. Technical appendices will be provided on a CD/flash drive affixed to the back cover of all hard copies of the draft PEIR. Consultant will distribute the deliverables via certified mail and/or overnight service and will include the Notice of Availability (NOA) of a public review draft PEIR prepared by Consultant. An optimized, online-ready electronic version of the public review draft PEIR will also be provided to the City. Deliverables: • Public review draft PEIR (electronic copy, 20 hard copies with appendices on CD, and 40 CDs/flash drives with public review draft PEIR plus appendices) • SCH Summary Form (electronic copy, 15 hard copies) plus CDs with public review draft PEIR and appendices • Notice of Completion (NOC) Form (electronic copy, one [I} hard copy) E.5 Final PEIR, Response to Comments, and Mitigation Monitoring and Reporting Program Consultant will provide responses to all agency and public comments that raise substantive environmental issues associated with the public review draft PEIR. The responses will be thoughtful and thorough and will be provided in a separate draft response to comments (RTC) memorandum. Based on the nature of the Project and the proximity to potential stakeholders, it is anticipated that no more 50 comments will be received by the City in relation to the Project (note that a single comment letter may include several comments). No letters from any potential Project opponent's attorneys are assumed. If an extraordinary number of comment letters, letters from Project opponent's A-8 A-33 attorneys (which are often lengthy and/or overly technical), or comment letters requiring new analysis are received, Consultant will discuss the budgetary implications with the City, and an augment may be required if any of these circumstances occurs. Consultant will prepare a mitigation monitoring and reporting program (MMRP) pursuant to CEQA Guidelines, Section 15097. The MMRP will contain all mitigation measures recommended in the final PEIR. The MMRP will provide the City with a single source of reference to the mitigation measures included in the final PEIR. For each measure or group of similar measures, the party responsible for ensuring proper implementation will be identified, along with the timing and method of verification. Consultant will coordinate with the City to determine if any revisions of the draft PEIR will be required as a result of public review and comments on the document. All revisions will be shown as changes to the original draft PEIR text in strikeout/underline format. In addition to these changes, the final PEIR will also be composed of the RTC memorandum and MMRP. Upon completion of the final PEIR, Consultant will coordinate distribution to all parties who requested a copy from the City. Deliverables: • Draft and final versions of the RTC memorandum (electronic copies) • Draft and final versions of the MMRP (electronic copies) • Administrative, screencheck, public review, and final PEIR (electronic copy, 20 hard copies with appendices on CD, and 40 CDs/flash drives with final PEIR plus appendices) E.6 Findings of Fact and Statement of Overriding Consideration Consultant will prepare draft Findings of Fact for each significant effect identified in the Final PEIR and prepare a Statement of Overriding Considerations, if unavoidable significant impacts are identified. As required by the CEQA Guidelines, one of three findings must be made for each significant effect and must be supported by substantial evidence in the record. The Statement of Overriding Considerations will rely on input from the project team regarding the benefits of the project. Consultant will consult with the project team to review and finalize the Findings and Statement of Overriding Considerations for the City's ultimate adoption. Deliverables: • Draft and final versions of the Findings of Fact and Statement of Overriding Considerations (electronic copies) A-9 A-34 TASK F: MEETINGS AND PROJECT MANAGEMENT The Consultant's Project Manager will serve as the primary contact for the City and coordinate all communications and tasks across the project team. F.1: Kickoff Meeting Consultant will schedule and conduct a project kickoff meeting within two (2) weeks of notice to proceed. This meeting will be structured as a half-day partnering session. It will have multiple purposes: to understand City expectations and goals; discuss the work plan, schedule, and relevant issues and concerns; review and learn about concurrent and related studies and plans; discuss roles and responsibilities; agree upon a schedule for ongoing meetings; and confirm appropriate contacts. At the partnering session, a focused discussion on community engagement will also occur to outline the goals of the outreach effort, identify potential stakeholders, discuss tools and techniques, and map public events. By gaining a clear understanding of the City's expectations at the project outset, Consultant will avoid rework and delays, delivering a plan that explicitly responds to the City's needs. Further, the partnering session provides the project team a forum to share aspirations and establish relationships that will last through the life of the project. F.2: Project Schedule The Consultant's Project Manager will work with City staff to prepare and finalize a project schedule within two (2) weeks of the kickoff meeting that includes tasks and milestones that would allow Mixed-use Overlay District to be adopted by the City Council no later than March 2023. The schedule will include, but is not limited to, the following: • Milestones/tasks with adequate time for staff to review the work products. • A timeline for public outreach and meetings with anticipated commission and • Council hearings, study sessions, and individual meetings with City Councilmembers as necessary. • Tribal outreach in compliance with SB 18 and AB 52 regulations; and • An anticipated environmental review strategy and timeline. F.3: Project Coordination Consultant will coordinate and establish a regular biweekly (i.e. every two weeks) check- in call. City and Consultant project managers will invite other participants to this call as needed. These periodic check-ins will chart completed tasks and status of ongoing work, reaffirm key milestones and deliverables, and flag any anticipated issues that may impact the schedule or budget. These meetings may be held via conference call or in person at the City's offices ( consistent with COVID public health guidelines). Consultant will prepare a meeting summary, including action items, for each meeting, and coordinate with staff to create and make presentations to the City and/or stakeholders as necessary. A-10 A-35 F.4: Council and Commission Meetings The Consultant's project manager and relevant team members will attend at a minimum two (2) Planning Commission and two (2) City Council public hearings. II. As part of the Services, Consultant will prepare and deliver the following tangible work products to the City: A. Summary Memorandum and Pro Forma Analysis B. IS/NOP (electronic copy, five [5] hard copies with appendices on CD, and 20 CDs/flash drives) C. SCH Summary Form and IS/NOP uploaded to SCH website D. NOP posted with the Los Angeles County Clerk E. Notice of Completion (NOC) Form (electronic copy, one [1] hard copy) F. PowerPoint meeting presentation, scopmg comment cards, and meeting notes/comment summary G. Technical analyses included directly in individual technical memorandums or directly in the applicable PEIR sections (electronic copies). H. Administrative draft PEIR ( electronic copy) I. Screencheck draft PEIR ( electronic copy) J. Proofcheck draft PEIR (electronic copy) K. Public review draft PEIR (electronic copy, 20 hard copies with appendices on CD, and 40 CDs/flash drives with public review draft PEIR plus appendices) L. SCH Summary Form (electronic copy, 15 hard copies) plus CDs with public review draft PEIR and appendices M. Draft and final versions of the RTC memorandum (electronic copies) N. Draft and final versions of the MMRP ( electronic copies) 0. Administrative, screencheck, public review, and final PEIR (electronic copy, 20 hard copies with appendices on CD, and 40 CDs/flash drives with final PEIR plus appendices) P. Draft and final versions of the Findings of Fact and Statement of Overriding Considerations ( electronic copies) A-11 A-36 III. In addition to the requirements of Section 6.2, during performance of the Services, Consultant will keep the City updated of the status of performance by delivering the following status reports A. Biweekly updates, containing information on all work completed to date and any potential concerns relating to future delays or issues completing work. IV. All work product is subject to review and acceptance by the City, and must be revised by the Consultant without additional charge to the City until found satisfactory and accepted by City V. Consultant will utilize the following personnel to accomplish the Services: A. Gaurav Srivastava, AICP -Project Manager/Planning Lead B. Catherine Tang Saez -Planner/Urban Design and Planning C. Nicole Cobleigh -CEQA Specialist/PEIR Lead D. Brandon Whalen-Castellanos -Planner/Environmental Planning E. Adam Poll, LEED AP BD+C -Air Quality Specialist/ Air Quality-GHG-Energy Analyses F. Sarah Corder, MFA-Architectural Historian/Historic Building Resources (Optional) G. Heather McDevitt, PRA-Archaeologist/Tribal-Cultural Resources H. Jonathan Leech, AICP, INCE -Environmental Planner/ Acoustics I. Dennis Pascua -Transportation Planner/Mobility and Parking J. Christopher Starbird-GIS Analyst/Geographic Information Systems K. Joan Isaacson (K&W)-Outreach Specialist/Public Outreach L. Jenna Tourje (K&W)-Facilitation Specialist/Pubic Outreach M. Lance Harris (Pro Forma)-Land Use Economist/Market Analyst (Optional) A-12 A-37 EXHIBIT "B" SPECIAL REQUIREMENTS (Superseding Contract Boilerplate) Added text indicated in bold italics, deleted text indicated in sttiketr.:-ough. I. Section 1.1, Scope of Services, is hereby amended as follows: 1.1 Scope o f Services In compliance with all terms and conditions of this Agreement, the Consultant shall provide those services specified in the "Scope of Services", as stated in the Proposal, attached hereto as Exhibit "A" and incorporated herein by this reference, which may be referred to herein as the "services" or "work" hereunder. As a material inducement to the City entering into this Agreement, Consultant represents and warrants that it has the qualifications, experience, and facilities necessary to properly perform the services required under this Agreement in a thorough, competent, and professional manner, and is experienced in performing the work and services contemplated herein. Consultant shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all services described herein. Consultant covenants that it sha ll fo ll ow the highest professional standards ln perfonning the \V ork and services required hereunder Consultant covenants that it shall perform the work and services with the skill and care ordinarily exercised by members of the same profession practicing under similar circumstances and that all materials will be both of good quality as well as fit for the purpose intended. For purposes of this Agreement, the p brnse high est professional standards sh a ll m ean those standards of practice recognized by oae or more first elass firms performing si milar work ander simila:r eircumsta:nces ." II. Section 2.6, Grant Funds, is hereby added to Article 2, Compensation and Method of Payment, as follows: 2. 6 Grant Funds The City will utilize grant funds awarded by the California Department of Housing and Community Development under Senate Bill No. 2 and supplemental funds from the Local Early Action Planning (LEAP) Grants Program. City will seek reimbursement for its compensation to Consultant Consultant will reasonably cooperate in good faith to support City's compliance with requirements imposed on City by the provisions of the Senate Bill 2 Planning Grants Program and the LEAP Grants Program. B-1 A-38 EXHIBIT "C" SCHEDULE OF COMPENSATION I. Consultant shall perform the following Services at the following rates: See Exhibit "C-1" II. A retention of ten percent (10%) shall be held from each payment as a contract retention to be paid as a part of the final payment upon satisfactory completion of services. Not Applicable. III. Within the budgeted amounts for each Task, and with the approval of the Contract Officer, funds may be shifted from one Task subbudget to another so long as the Contract Sum is not exceeded per Section 2.1, unless Additional Services are approved per Section 2.3. IV. The City will compensate Consultant for the Services performed upon submission of a valid invoice. Each invoice is to include: A. Line items for all the work performed, the number of hours worked, and the hourly rate including the identification of each employee, contractor, or subcontractor who provided services during the period of the invoice. B. Line items for all materials and equipment properly charged to the Services. C. Line items for all other approved reimbursable expenses claimed, with supporting documentation. D. Line items for all approved subcontractor labor, supplies, equipment, materials, and travel properly charged to the Services. V. The total compensation for the Services shall not exceed the Contract Sum as provided in Section 2.1 of this Agreement. C-1 A-39 EXHIBIT "C-1" RATES 44 5580000 I I I I S5 88000 68 S9T,O OO I A4 H-ll gh-leR\ Develoome nl Feasibi hlv l $7 lnl 00 I Subtotal Task I 12 72 BB 172 $23,0B0 .OO Task B !Mixed-Use Overlay Ordinance ----~--------I --=---.. 81 /Ori,jfl ;,md Fin al OrcJ 1nance 20 120 !60 I j(J() $39800 00 Subtotal Task B 20 120 160 300 $38,8~,007 1':nlc ~ l~A-S-lfto PtonOIICIGonoml Plan Update >--':-~ -~-~ .... C1 I Review of b 1sllng Plans 4 8 16 28 S3 ,frn 00 . ·---· -""7:f"aoooo C2 !Dran and Fin al Upoa1es 8 40 160 200 $24,240 00 S24,240 00 -SubtotalTas;kC 12 48 176 236 $2B,040 ,00 -:::}!,040.00 THk D [Publk: Participation & OUlreadi" -~----- D 1 IOul reach Plan 2 4 6 S1 ,10000 $3 800 00 S4,700 00 D? fl argeled Slakeho lder Ou treach 8 4 12 S2 400 00 $6 ,400 00 S2 40 00 ~ 12000 D3 !Community Events 8 40 40 88 $12240 00 $2030000 SJOOlOO 535.54000 Subcota ffask D 18 48 40 105 $15,820 ,00 $3,240 ,00 $49,360.00 TwE l~"""E nvironmenlallloclnenls --------.,_ __ ----... ---- ~t.»SbO/ 1\1'.JP ...,,__l&ebr4 32 40 4 24 100 $1428000 5750 00 S15,03000 E2 1Program-levelTechn1ca l S!udll:'S 6 80 60 60 8 2 14 $46 46000 S45 460 00 E 3 lAdm111 01afl PEJR 40 140 16 8 20 4 $17200 00 52720000 E4 lP<l>< Draft PEIR I 40 80 40 160 $2100000 ssoo oo S2 1,500 00 E5 i Fm at PEIR & ~i,IRP 32 60 16 108 51,ta&l OO S200 Cil "sis]&foJ E5 lf lncnnc!f a,;t&S,..._,o1 0...,.;,.,c,n...,.._ 8 32 8 48 S5 800 00 S5 800 00 Subtotal Task El --·-158 352 80 18 60 60 20 BB 834 $129,620.00 $1,450.00 J!3~70.00 Tau F !Project Manaaemem I ---- F 1 IKicko~Ma.li nQ I 4 4 I 4 12 52 480 00 S12il00 C-2 A-40 EXHIBIT "D" SCHEDULE OF PERFORMANCE I. Consultant shall perform all services timely in accordance with the following schedule: DATA & ANALYSIS 0 A.1:DATA GATHERING, SITE CONFIRMATION, AND LITERATURE REVIEW ■ STANDARDS & REGULATIONS A.2: BEST PRACTICES AND EMERGING TRENDS • A.3: SITE CONFIRMATION • OPTIONALA.4: MARKET ANALYSIS • OPTIONAL A.5: PROFORMA ANALYSIS C.1: OUTREACH PLAN • C.1: REVIEW -C.2: DRAFT AND FINAL UPDATES C.2: TARGETED KEY STAKEHOLDER OUTREACH I L•-• i • ,. C.3: COMMUNITY EVENTS E.1: INITIAL STUDY, NOP AND SCOPING MEETING I CEQA E.2: PROGRAM-LEVEL TECHNICAL ANALYSES -. -E.3: ADMINISTRATIVE DRAFT PEIR • e .. ' E.4: PUBLIC REVIEW FINAL PEIR ADOPTION & IMPLEMENTPJION 0 -' -E,5: FINAL PEIR, RESPONSE TO COMMENTS, MMR ■ OPTIONAL E.7: CULTURAL SURVEY & REPORT E.6: FINDINGS OF FACT, OVERRIDING CONSIDERATION ~: PROJECT SCHEDULE .., 1 F.3: PROJECT COORDINATIO N g F.4: COUNOL & PLANNING c:;-= COMMISSION MEETINGS • • L_._.., ___ ...;;i;,...'j~-.... •-----<•-----j•---11-~--1•-•-• • • •--.; ... ~-. --•--· ...... -•--1• ~ =· m -:a :l!•~ ::io ~~ .,~ 11)1-~~ ■l,l•■:11:1 ~e ·■61•■:11:1 i ~ 3 MONTHS 18 MONTHS D-1 A-41 II. Consultant shall deliver the following tangible work products to the City by the following dates. A. Draft of code amendment, Specific Plan and General plan update, and environmental assessment in February 2022 B. Final draft of code amendment, Specific Plan and General plan update, and environmental assessment in July 2022 C. Revised final draft of code amendment, Specific Plan and General plan update, and environmental assessment incorporating final input from City in March 2023 III. The Contract Officer may approve extensions for performance of the services in accordance with Section 3.2. D-2 A-42 Page 1 of 14 City of Rancho Palos Verdes RFP - Mixed-Use Overlay Zoning District July 1, 2021 City of Rancho Palos Verdes Request for Proposals Establishment of a Mixed-Use Overlay Zoning District Community Development Department Attention: Jaehee Yoon, Senior Planner 30940 Hawthorne Blvd, Rancho Palos Verdes, CA 90275 Phone: 310-544-5224 | Email: jyoon@rpvca.gov RFP Release Date: July 1, 2021 Request for Clarification Deadline: July 12, 2021 RFP Submittal Deadline: July 26, 2021 B-1 Page 2 of 14 City of Rancho Palos Verdes RFP - Mixed-Use Overlay Zoning District July 1, 2021 Establishment of a Mixed-Use Overlay Zoning District The City of Rancho Palos Verdes is requesting proposals from qualified consulting firms to develop a mixed-use overlay zoning district and associated development standards within the City’s commercial zones with an emphasis on developing multi-family housing; updating relevant sections of the City’s Municipal Code, General Plan, and the Western Avenue Specific Plan; and preparing an environmental assessment in accordance with the California Environmental Quality Act (CEQA) as well as the corresponding documents. All correspondence and questions regarding this RFP should be submitted via email no later than July 12, 2021, to: Jaehee Yoon, Senior Planner jyoon@rpvca.gov To be considered for this project, please submit an electronic copy of the proposal to the above email address by 5:30PM, on July 26, 2021. B-2 Page 3 of 14 City of Rancho Palos Verdes RFP - Mixed-Use Overlay Zoning District July 1, 2021 TABLE OF CONTENTS I. Introduction Page 4 II. Project Objective Page 4 III. Project Background and Purpose Page 4 IV. Scope of Services Page 5 V. Preliminary Project Schedule Page 8 VI. Necessary Qualifications and Submittal Requirements Page 9 VII. Submission of Proposal Page 12 VIII. Evaluation and Selection Process Page 12 IX. Attachment Attachment A – Sample Professional Services Agreement B-3 Page 4 of 14 City of Rancho Palos Verdes RFP - Mixed-Use Overlay Zoning District July 1, 2021 I. INTRODUCTION The City of Rancho Palos Verdes (City) is a scenic, upscale, residential coastal community, with a population of approximately 42,000 located on the Palos Verdes Peninsula of southwestern Los Angeles County. The City is a contract city, meaning that some services are provided by contract with agencies (both public and private) and some services are delivered by the City’s own employees. City Government: Rancho Palos Verdes is a General Law City and has operated under the Council-Manager form of government since its incorporation in 1973. Policy-making and legislative authority are vested in the governing City Council, which consists of five Council Members, including the Mayor and Mayor Pro-Tem. The City is dedicated to providing its residents, businesses, and visitors with exemplary municipal governance and services, while preserving its low-density, low-tax and semi-rural character, inclusive of its natural resources and open space, thereby enhancing the quality of life. This is achieved by honoring the vision, principles and goals of the City’s founders, as identified in the General Plan, while adapting to the future needs, challenges, and opportunities of the community. The primary purpose of the City’s government is to provide professional and high-quality municipal service. The general public of the City engages in a variety of City decisions including land use review processes in general, and thus, extensive public participation typically occurs for various planning projects. The purpose of this document is to provide proposers with the information needed to submit a proposal for review by the City and, if selected, enter into a Professional Service Agreement with the City. Enclosed is a blank Professional Services Agreement form for proposers’ review (Attachment A). II. PROJECT OBJECTIVE The City is requesting proposals from qualified consulting firms to provide professional services, the end product of which will be the creation of a mixed-use overlay zoning district and associated development standards within the City’s commercial zones. The proposed overlay will have an emphasis in developing multi-family housing; updating relevant sections of the City’s Municipal Code, General Plan, and the Western Avenue Specific Plan; and preparing a program-level California Environmental Quality Act (CEQA) document. III. PROJECT BACKGROUND AND PURPOSE The vast majority of the City is zoned for detached single-family residences at densities of 5 units/acre or less. The original boundaries of the City included several, widely- scattered commercial zones totaling 35 acres. In 1983, the City annexed the 724-acre B-4 Page 5 of 14 City of Rancho Palos Verdes RFP - Mixed-Use Overlay Zoning District July 1, 2021 unincorporated "Eastview" area, which included existing higher-density residential development and a 35-acre commercial corridor along Western Avenue that is shared with the City of Los Angeles to the east. Since the City’s residential areas are now largely built out and the Rancho Palos Verdes City Council has prioritized the preservation of undeveloped areas for open space purposes, future opportunities for the development of new multi-family housing are most likely to be accommodated in the City’s commercial areas, which now total roughly 70 acres with the addition of the Western Avenue corridor. The City’s current zoning regulations do not permit residential development in any commercial districts. As such, the City proposes to retain the services of a planning consultant to create an overlay zoning district and development standards for mixed-use projects (i.e., commercial and residential) that would incentivize and streamline the development of multi-family residential homes, including affordable housing units. As part of the process, an update to the Western Avenue Specific Plan and the General Plan will be necessary to ensure consistency with the amended code. In addition, the City wishes to engage a consulting firm to prepare a program-level California Environmental Quality Act (CEQA) document, which would be a Mitigated Negative Declaration or an Environmental Impact Report as deemed appropriate, for the adoption of the proposed mixed-use overlay district. The City envisions that the primary overlay zone would potentially be applied in the Commercial-General (CG) zones along Western Avenue and Silver Spur Road, but is open to exploring other commercial zones within the City that may help fulfill the City’s housing needs and objectives. Assuming a maximum residential density of 22 units/acre for mixed-use projects, the enactment of the overlay zone could create the opportunity to accommodate more than 700 new dwelling units in Rancho Palos Verdes. Ultimately, the mixed-use overlay zoning district will enable the City to accommodate its 638 units allocated by the Regional Housing Needs Allocation (RHNA), as well as provide more opportunities to facilitate redevelopment and revitalization of Western Avenue. The project is anticipated to span a period of 18-months in which the City will utilize grant funds awarded by the California Department of Housing and Community Development (HCD) under Senate Bill No. 2 (SB 2) and supplemental funds from the Local Early Action Planning (LEAP) Grant Program. The City will welcome input on addressing ways to expedite the process. IV. SCOPE OF SERVICES The City seeks a qualified professional consultant with expertise in developing municipal codes for cities of similar size and character that involve creating provisions for mixed- use overlay zones. The consultant shall demonstrate a thorough understanding of regulatory and technical requirements for zoning code amendments while incorporating the City’s unique qualities. Not only will the consultant propose provisions related to B-5 Page 6 of 14 City of Rancho Palos Verdes RFP - Mixed-Use Overlay Zoning District July 1, 2021 mixed-use development to reflect recent state legislative and policy changes, the consultant shall review and update the Western Avenue Specific Plan, which affect a number of parcels along Western Avenue that are zoned Commercial General(CG). The consultant shall also prepare the necessary environmental documents pertaining to the code amendment, including CEQA compliance. The consultant is welcome to offer alternative approaches or methods for achieving the work scope outlined below which may include, but are not necessarily limited to: A. General Work Scope (i) Ensure clarity in the proposed code language and specific plan to avoid ambiguity or disputed interpretations. (ii) Provide commonly used terminology in clear, simple language, including visual elements such as illustrations and cross-referencing tables. (iii) Reduce and/or streamline processes by helping craft regulations and development standards that are objective and require fewer special permits. (iv) Prepare environmental documents in accordance with CEQA. (v) Administer effective public engagement and attend meetings. B. Specific Work Scope (i) Review and analyze existing documents and best practices of similar cities: Review Title 17 (Zoning) of the Rancho Palos Verdes Municipal Code, Western Avenue Specific Plan, General Plan, and related maps to analyze the existing conditions along Western Avenue, Silver Spur Road, and adjacent parcels, as well as research best practices and emerging trends in cities with a similar market. (ii) Draft and finalize the ordinance as it relates to the proposed mixed-use overlay district: Develop relevant code language for mixed-use zoning and suggest revisions to other related sections of the code for consistency. Illustrations and tables are encouraged to enhance understanding of the proposed code and reduce misinterpretations. (iii) Draft and finalize the update to the Western Avenue Specific Plan and the General Plan: Review the Western Avenue Specific Plan and the General Plan for overall consistency with the proposed mixed-use overlay zoning district to avoid discrepancies or potential unintended consequences. B-6 Page 7 of 14 City of Rancho Palos Verdes RFP - Mixed-Use Overlay Zoning District July 1, 2021 (iv) Public participation and outreach: Convene, organize, and facilitate a minimum of two (2) workshops for multiple stakeholders. Propose an approach for soliciting broad-based input on the proposed code language, the Western Avenue Specific Plan update, and comments to the environmental documents. Additionally, support staff by providing materials that will be used as content for a designated webpage on the City’s website. (v) Prepare relevant environmental documents: Prepare the necessary program-level CEQA document associated with the proposed mixed-use overlay zoning district, including compliance with California Assembly Bill 52 (AB 52, Chapter 532, Statutes of 2014) and Senate Bill 18 (SB 18, Chapter 905, Statutes of 2004). The consultant may partner with an environmental sub-consultant if they do not have the expertise in-house. (vi) Attend meetings with staff and appointed/elected officials: Meet with staff at relevant project milestones (which may include some meetings with the Planning Commission Subcommittee), and attend at a minimum two (2) Planning Commission and two (2) City Council public hearings. The consultant shall complete other tasks deemed necessary for the accomplishment of a complete and comprehensive outcome as described in the project objective. The consultant shall expand on the above-noted tasks, where appropriate, and provide suggestions which might lead to efficiencies and enhance the results or usefulness of the work. C. Deliverables As part of the services rendered, the consultant will prepare and deliver the following tangible work products to the City including but not limited to: 1. Meeting agenda and minutes between consultant and City staff 2. Public engagement program including web and social media contents, materials for events, workshops, and meetings, and summary report on outcome 3. CEAQ documentation including the following: • Initial Study and Notice of Preparation • Scoping meeting agenda, presentation, and related materials • Required noticing and filling including AB 52 and SB 18 B-7 Page 8 of 14 City of Rancho Palos Verdes RFP - Mixed-Use Overlay Zoning District July 1, 2021 • Administrative draft, public draft, and Final EIR (if necessary) • Response to comments • Findings of fact and statement of overriding considerations (if necessary) 4. Administrative draft and public draft for distribution during the review and commenting phase in digital format (Mircrosoft Word and PDF) 5. Modifiable digital files (Mircrosoft Word and PDF) of final documents City staff may request working versions of documents be submitted for ongoing routine review. City staff will review all deliverables, including preparatory or record materials for service deliverables, and provide comments. The consultant is required to revise draft deliverables to address City staffs’ comments. V. PRELIMINARY PROJECT SCHEDULE A. RFP Schedule Request for Proposal available July 1, 2021 Request for Clarification due July 12, 2021 Proposals due July 26, 2021 Firm Interviews (if necessary) August 9, 2021 Anticipated Notice of Award September 2021 B. Anticipated Project Schedule Kick-off meeting with City staff September 2021 Consultant reviews relevant documents and conducts site visit, if necessary. September 2021- October 2021 Consultant and staff meet to review draft code language, updates to the Specific Plan and General Plan, and CEQA preparation November 2021 Consultant submits draft of code amendment, Specific Plan and General Plan update, and environmental assessment February 2022 B-8 Page 9 of 14 City of Rancho Palos Verdes RFP - Mixed-Use Overlay Zoning District July 1, 2021 Consultant and staff review submitted drafts March 2022 Consultant provides final drafts July 2022 Consultant and staff meet to review final/revised versions of code amendment, Specific Plan, General Plan, and environmental documents September 2022 Staff presents final drafts to Planning Commission October 2022 Planning Commission meeting to review final revisions and forward a recommendation to the City Council November 2022 Staff presents recommended drafts to City Council December 2022 Incorporate input from City Council meeting January 2023 City Council – Adoption of code amendment, Western Avenue Specific Plan update, General Plan update, and certification of CEQA document February 2023 Please note that this schedule is preliminary and does not include all milestones necessary for completion of the project. It is included to provide the consultant with a sense of the expected timeline for the Scope of Service and emphasize the urgent nature of the work and the City’s expectation that the Scope of Services will be completed as quickly as possible. The ideal consultant candidate will have available resources and personnel, either in-house or under subcontract, to ensure the completion of the Scope of Services at the earliest possible time. B-9 Page 10 of 14 City of Rancho Palos Verdes RFP - Mixed-Use Overlay Zoning District July 1, 2021 VI. NECESSARY QUALIFICATIONS AND SUBMITTAL REQUIREMENTS 1. Only one proposal per firm will be considered. 2. The submittal should be typed and as brief as possible while adequately describing the qualifications of the firm and any subconsultants. The final submittal shall be sent as a PDF via email to Jaehee Yoon, Senior Planner at jyoon@rpvca.gov. 3. The proposing firm shall submit the following information with the package, including the same information for subcontractors, in the following format: a) Cover Letter: Provide the name, address, and phone number of the firm; the present staff (size, classification, credentials); the primary contact’s name, phone number, and email address; any qualifying statements or comments regarding the proposal; and identification of any sub-consultants and their responsibilities. Identify the firm’s type of organization (individual, partnership, corporation), including names and contact information for all officers, and proof that the organization is currently in good standing. The signed letter should also include a paragraph stating that the firm is unaware of any conflict of interest in performing the proposed work. (No more than two pages) b) Approach to Scope of Services: Re-state the Scope of Services with any additions, expansions, clarifications, or modifications that the firm proposes in order to provide the services and produce the deliverables contained in this RFP. Describe how completing the Scope of Services will be approached and any cost-saving or value-adding strategies or innovations the firm will bring to the project. (Pages as needed) c) Organization and Staffing: Identify the person who will be the Project Manager and primary contact person responsible for the overall delivery of the project. Provide an organizational chart of the project team that clearly delineates communication and reporting relationships among the project staff and among the sub-consultants involved in the project. Identify key personnel to perform work in the various tasks and include major areas of subcontracted work. Indicate the expected contributions of each staff member in time as a percentage of the total effort. Indicate that the Project Manager and key staff will remain assigned to this project through completion of the Scope of Services. (No more than two pages) B-10 Page 11 of 14 City of Rancho Palos Verdes RFP - Mixed-Use Overlay Zoning District July 1, 2021 d) Staff Qualifications and Experience: Describe qualifications of the assigned staff and sub-contractors including relevant technical experience. Staff assigned to complete the Scope of Services must have previous experience in providing the necessary services as described under the Scope of Services. Description of consultant’s experience should include: • Prior Experience: Demonstrate that the firm has significant experience providing services similar to those described under the Scope of Services. (No more than two page) • Staff Qualifications: Provide resumes for the Project Manager and any other key staff members to be assigned to contribute to the Scope of Services, with an emphasis on similar services which they provided to other agencies. (No more than ten pages) • Reference Projects: Include at least three projects with similar scope of services performed by the project team (excluding subconsultants) within the past three years and indicate the specific responsibilities of each team member on the reference project. Provide contact information for each client. (No more than ten pages) e) Project Schedule: Provide a detailed schedule for completion of the tasks and sub-tasks required to accomplish the scope of work. Note all deliverables and interim milestones on the schedule. (No more than one 11” x 17” page) f) Project Cost: Provide cost estimate associated with fulfilling the requested services which should include: • Cost estimate breakdown by task and key personnel related to amending the code to develop a mixed-use overlay zoning district, updating the Western Avenue Specific Plan and the General Plan, and preparing related environmental documents • Cost estimate must also include an estimate of reimbursable expenses that should be as specific as possible to minimize variable costs to the greatest degree. g) Quality Control Plan: Describe the quality control procedures and associated staff responsibilities which will ensure that the deliverables will meet the City’s needs. (No more than one page) B-11 Page 12 of 14 City of Rancho Palos Verdes RFP - Mixed-Use Overlay Zoning District July 1, 2021 h) Acceptance of Conditions: State the offering firm’s acceptance of all conditions listed in the Request for Proposal (RFP) document and Sample Professional Services Agreement (Attachment A). Any exceptions or suggested changes to the RFP or Professional Services Agreement (PSA), including the suggested change, the reasons therefore and the impact it may have on cost or other considerations on the firm’s behalf must be stated in the proposal. Unless specifically noted by the firm, the City will rely on the proposal being in compliance with all aspects of the RFP and in agreement with all provisions of the PSA. (No more than one page) Any additional information that the proposer wishes to submit may be attached in the form of appendices. All proposals shall state that the proposal shall remain valid for a period not less than ninety (90) days from the date of submittal. VII. Submission of Proposal A. Requests for Clarification Requests for clarification of the information contained herein shall be submitted in writing prior to 5:30 pm on July 12, 2021. Responses to any clarification question will be provided to each firm from which proposals have been requested. B. Confirmation Email Upon submission of proposal to the City, the proposing firm shall request an email confirmation that the proposal was received and retain the email as a record. If an email confirmation is not received, the proposing firm shall correspond with the City until a confirmation is received. VIII. EVALUATIONS AND SELECTION PROCESS 1. Proposals will be evaluated based on the following criteria: a) Approach to Scope of Services (25%) • Understanding of the Scope of Services as demonstrated by the thoroughness of the proposal, introduction of cost-saving or value- adding strategies or innovations (including those applying to overall project schedule), and an overall approach most likely to result in the desired outcome for the City. B-12 Page 13 of 14 City of Rancho Palos Verdes RFP - Mixed-Use Overlay Zoning District July 1, 2021 b) Proposal Schedule and Costs (25%) • Ability to complete the work in the shortest schedule possible (excluding time for review and community meetings) and within the allotted budget of the City. c) Staff Qualifications and Experience (25%) • Relevance of experience of the proposing firm (to provide support resources to the project team) • Relevance of experience and strength of qualifications of the Project Manager • Relevance of experience and strength of qualifications of the key personnel performing the work • Relevance of referenced projects and client review of performance during those projects d) Organization and Staffing (15%) • Availability of key staff to perform the services throughout the duration of the project • Assignment of appropriate staff in the right numbers to perform the Scope of Services • Appropriate communication and reporting relationships to meet the City’s needs e) Quality Control (10%) • Adequate immediate supervision and review of staff performing the work as well as appropriate independent peer review of the work by qualified technical staff not otherwise involved in the project. 2. Selection Process Department staff will review all proposals submitted and select the top proposals. Staff will select the proposal, if any, which best fulfills the City’s requirements. The City may negotiate the fee with that firm. The City reserves the right to negotiate special requirements and proposed service levels using the selected proposal as a basis. If the City is unable to negotiate an agreeable fee for services with top firm, the City will negotiate with the next firm chosen among the top firms. 3. Award Notification The City will notify all proposers in writing of the outcome of the selection process and intent to award. This RFP does not commit the City to award an agreement, nor pay any costs incurred in the preparation and submission of the proposal in anticipation of an agreement. The City reserves the right to reject any or all proposals, or any part thereof, to waive any formalities or B-13 Page 14 of 14 City of Rancho Palos Verdes RFP - Mixed-Use Overlay Zoning District July 1, 2021 informalities, and to award the agreement to the proposer deemed to be in the best interest of the City and the Department. 4. Award of Agreement The selected firm shall be required to enter into a written agreement (see sample Professional Services Agreement in Attachment A) with the City, in a form approved by the City Attorney, to perform the Scope of Services. This RFP and the proposal, or any part thereof, may be incorporated into and made a part of the final agreement; however, the City reserves the right to further negotiate the terms and conditions of the agreement with the selected consultant. The agreement will, in any event, include a maximum "fixed cost" to the City. B-14 01203.0001/267879.2 1 “EXHIBIT A” CITY OF RANCHO PALOS VERDES CONTRACT SERVICES AGREEMENT FOR ________________ THIS PROFESSIONAL SERVICES AGREEMENT (herein “Agreement”) is made and entered into this ____ day of _______, 2020, by and between the CITY OF RANCHO PALOS VERDES, a California municipal corporation (“City”) and ______________ (herein “Consultant”). NOW, THEREFORE, the parties hereto agree as follows: 1. SERVICES OF CONSULTANT 1.1 Scope of Services. In compliance with all of the terms and conditions of this Agreement, the Consultant shall perform the work or services set forth in the “Scope of Services” attached hereto as Exhibit “A” and incorporated herein by reference. Consultant warrants that it has the experience and ability to perform all work and services required hereunder and that it shall diligently perform such work and services in a professional and satisfactory manner. 1.2 Compliance With Law. All work and services rendered hereunder shall be provided in accordance with all ordinances, resolutions, statutes, rules, and regulations of the City and any Federal, State or local governmental agency of competent jurisdiction. 1.3 California Labor Law. If the Scope of Services includes any “public work” or “maintenance work,” as those terms are defined in California Labor Code section 1720 et seq. and California Code of Regulations, Title 8, Section 16000 et seq., and if the total compensation is $1,000 or more, Consultant shall pay prevailing wages for such work and comply with the requirements in California Labor Code section 1770 et seq. and 1810 et seq., and all other applicable laws. 1.4 Licenses, Permits, Fees and Assessments. Consultant shall obtain at its sole cost and expense such licenses, permits, and approvals as may be required by law for the performance of the services required by the Agreement. 1.5 Special Requirements. Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in the “Special Requirements” attached hereto as Exhibit “B” and incorporated herein by this reference. In the event of a conflict between the provisions of Exhibit “B” and any other provisions of this Agreement, the provisions of Exhibit “B” shall govern. 2. COMPENSATION 2.1 Contract Sum. For the services rendered pursuant to this Agreement, Consultant shall be compensated in accordance with the “Schedule of Compensation” attached B-12 ATTACHMENT "A" B-15 2 01203.0001/267879.2 hereto as Exhibit “C” and incorporated herein by this reference, but not exceeding the maximum contract amount of ______________________________ Dollars ($________) (“Contract Sum”). 2.2 Invoices. Each month Consultant shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month in a form approved by City’s Director of Finance. By submitting an invoice for payment under this Agreement, Consultant is certifying compliance with all provisions of the Agreement. The invoice shall detail charges for all necessary and actual expenses by the following categories: labor (by sub- category), travel, materials, equipment, supplies, and sub-contractor contracts. Sub-contractor charges shall also be detailed by such categories. Consultant shall not invoice City for any duplicate services performed by more than one person. City shall independently review each invoice submitted by the Consultant to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. Except as to any charges for work performed or expenses incurred by Consultant which are disputed by City, City will use its best efforts to cause Consultant to be paid within forty five (45) days of receipt of Consultant’s correct and undisputed invoice; however, Consultant acknowledges and agrees that due to City warrant run procedures, the City cannot guarantee that payment will occur within this time period. In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Consultant for correction and resubmission. Review and payment by the City of any invoice provided by the Consultant shall not constitute a waiver of any rights or remedies provided herein or any applicable law. 2.3 Additional Services. City shall have the right at any time during the performance of the services, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Services or make changes by altering, adding to or deducting from said work. No such extra work may be undertaken unless a written order is first given by the Contract Officer to the Consultant, incorporating therein any adjustment in (i) the Contract Sum for the actual cost of the extra work, and/or (ii) the time to perform this Agreement, which said adjustments are subject to the written approval of the Consultant. Any increase in compensation of up to ten percent (10%) of the Contract Sum but not exceeding a total contract amount of Five Thousand Dollars ($5,000) or in the time to perform of up to ninety (90) days may be approved by the Contract Officer. Any greater increases, taken either separately or cumulatively, must be approved by the City Council. No claim for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed. 3. PERFORMANCE SCHEDULE 3.1 Time of Essence. Time is of the essence in the performance of this Agreement. 3.2 Schedule of Performance. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the “Schedule of Performance” attached hereto as Exhibit “D” and incorporated herein by this reference. When requested by the Consultant, extensions to the time period(s) specified in the Schedule of Performance may be approved in writing by the Contract Officer but not exceeding thirty (30) days cumulatively. B-13 B-16 3 01203.0001/267879.2 3.3 Force Majeure. The time period(s) specified in the Schedule of Performance for performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the Consultant, including, but not restricted to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental agency, including the City, if the Consultant shall within ten (10) days of the commencement of such delay notify the Contract Officer in writing of the causes of the delay. The Contract Officer shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the Contract Officer such delay is justified. The Contract Officer’s determination shall be final and conclusive upon the parties to this Agreement. In no event shall Consultant be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused, Consultant’s sole remedy being extension of the Agreement pursuant to this Section. 3.4 Term. Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding one (1) year from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit “D”). 4. COORDINATION OF WORK 4.1 Representative of Consultant. ____________________________ is hereby designated as being the representative of Consultant authorized to act on its behalf with respect to the work and services specified herein and make all decisions in connection therewith. All personnel of Consultant and any authorized agents shall be under the exclusive direction of the representative of Consultant. Consultant shall utilize only competent personnel to perform services pursuant to this Agreement. Consultant shall make every reasonable effort to maintain the stability and continuity of Consultant’s staff and subcontractors, and shall keep City informed of any changes. 4.2 Contract Officer. ______________________________ [or such person as may be designated by the City Manager] is hereby designated as being the representative the City authorized to act in its behalf with respect to the work and services specified herein and to make all decisions in connection therewith (“Contract Officer”). 4.3 Prohibition Against Subcontracting or Assignment. Consultant shall not contract with any entity to perform in whole or in part the work or services required hereunder without the express written approval of the City. Neither this Agreement nor any interest herein may be assigned or transferred, voluntarily or by operation of law, without the prior written approval of City. Any such prohibited assignment or transfer shall be void. 4.4 Independent Consultant. Neither the City nor any of its employees shall have any control over the manner, mode or means by which Consultant, its agents or employees, perform the services required herein, except as otherwise set forth. Consultant shall perform all services required herein as an independent contractor of City with only such obligations as are consistent with that role. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City, or that it is a member of a joint enterprise with City. B-14 B-17 4 01203.0001/267879.2 5. INSURANCE AND INDEMNIFICATION 5.1 Insurance Coverages. Without limiting Consultant’s indemnification of City, and prior to commencement of any services under this Agreement, Consultant shall obtain, provide and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to City. (a) General liability insurance. Consultant shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted. (b) Automobile liability insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Services to be performed under this Agreement, including coverage for any owned, hired, non- owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident. (c) Professional liability (errors & omissions) insurance. Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three (3) years after completion of the services required by this Agreement. (d) Workers’ compensation insurance. Consultant shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000). (e) Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall include all of the requirements stated herein. (f) Additional Insurance. Policies of such other insurance, as may be required in the Special Requirements in Exhibit “B”. 5.2 General Insurance Requirements. (a) Proof of insurance. Consultant shall provide certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by City’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times during the term of this Agreement. City reserves the right to require complete, certified copies of all required insurance policies, at any time. B-15 B-18 5 01203.0001/267879.2 (b) Duration of coverage. Consultant shall procure and maintain for the duration of this Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Consultant, its agents, representatives, employees or subconsultants. (c) Primary/noncontributing. Coverage provided by Consultant shall be primary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non- contributory basis for the benefit of City before the City’s own insurance or self-insurance shall be called upon to protect it as a named insured. (d) City’s rights of enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement. (e) Acceptable insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or that is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VI (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved b y the City’s Risk Manager. (f) Waiver of subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against City, its elected or appointed officers, agents, officials, employees and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subconsultants. (g) Enforcement of contract provisions (non-estoppel). Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder. (h) Requirements not limiting. Requirements of specific coverage features or limits contained in this section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. B-16 B-19 6 01203.0001/267879.2 (i) Notice of cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide to City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage. (j) Additional insured status. General liability policies shall provide or be endorsed to provide that City and its officers, officials, employees, and agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies. (k) Prohibition of undisclosed coverage limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing. (l) Separation of insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions. (m) Pass through clause. Consultant agrees to ensure that its subconsultants, subcontractors, and any other party involved with the project who is brought onto or involved in the project by Consultant, provide the same minimum insurance coverage and endorsements required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with consultants, subcontractors, and others engaged in the project will be submitted to City for review. (n) Agency’s right to revise specifications. The City reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the Consultant ninety (90) days advance written notice of such change. If such change results in substantial additional cost to the Consultant, the City and Consultant may renegotiate Consultant’s compensation. (o) Self-insured retentions. Any self-insured retentions must be declared to and approved by City. City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by City. (p) Timely notice of claims. Consultant shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies. (q) Additional insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work. 5.3 Indemnification. To the full extent permitted by law, Consultant agrees to indemnify, defend and hold harmless the City, its officers, employees and agents (“Indemnified B-17 B-20 7 01203.0001/267879.2 Parties”) against, and will hold and save them and each of them harmless from, any and all actions, either judicial, administrative, arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened (herein “claims or liabilities”) that may be asserted or claimed by any person, firm or entity arising out of or in connection with the negligent performance of the work, operations or activities provided herein of Consultant, its officers, employees, agents, subcontractors, invitees, or any individual or entity for which Consultant is legally liable (“indemnitors”), or arising from Consultant’s or indemnitors’ reckless or willful misconduct, or arising from Consultant’s or indemnitors’ negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement, except claims or liabilities occurring as a result of City’s sole negligence or willful acts or omissions. The indemnity obligation shall be binding on successors and assigns of Consultant and shall survive termination of this Agreement. 5.4 RECORDS, REPORTS, AND RELEASE OF INFORMATION 5.5 Records. Consultant shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies or other documents relating to the disbursements charged to City and services performed hereunder (the “books and records”), as shall be necessary to perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services and shall keep such records for a period of three years following completion of the services hereunder. The Contract Officer shall have full and free access to such books and records at all times during normal business hours of City, including the right to inspect, copy, audit and make records and transcripts from such records. 5.6 Reports. Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement or as the Contract Officer shall require. 5.7 Confidentiality and Release of Information. (a) All information gained or work product produced by Consultant in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Consultant. Consultant shall not release or disclose any such information or work product to persons or entities other than the City without prior written authorization from the Contract Officer. (b) Consultant shall not, without prior written authorization from the Contract Officer or unless requested by the City Attorney, voluntarily provide documents, declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered “voluntary” provided Consultant gives the City notice of such court order or subpoena. (c) If Consultant provides any information or work product in violation of this Agreement, then the City shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorney’s fees, caused by or incurred as a result of Consultant’s conduct. B-18 B-21 8 01203.0001/267879.2 (d) Consultant shall promptly notify the City should Consultant be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed thereunder. The City retains the right, but has no obligation, to represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with the City and to provide the City with the opportunity to review any response to discovery requests provided by Consultant. 5.8 Ownership of Documents. All studies, surveys, data, notes, computer files, reports, records, drawings, specifications, maps, designs, photographs, documents and other materials (the “documents and materials”) prepared by Consultant in the performance of this Agreement shall be the property of the City and shall be delivered to the City upon request of the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by the City of its full rights of ownership use, reuse, or assignment of the documents and materials hereunder. Moreover, Consultant with respect to any documents and materials that may qualify as “works made for hire” as defined in 17 U.S.C. § 101, such documents and materials are hereby deemed “works made for hire” for the City. 6. ENFORCEMENT OF AGREEMENT AND TERMINATION 6.1 California Law. This Agreement shall be interpreted, construed and governed both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Los Angeles, State of California. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in the County of Los Angeles, State of California. 6.2 Disputes; Default. In the event that Consultant is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Consultant for any work performed after the date of default. Instead, the City may give notice to Consultant of the default and the reasons for the default. The notice shall include the timeframe in which Consultant may cure the default. This timeframe is presumptively thirty (30) days, but may be extended, if circumstances warrant. During the period of time that Consultant is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. If Consultant does not cure the default, the City may take necessary steps to terminate this Agreement under this Article. 6.3 Legal Action. In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. Notwithstanding any contrary provision herein, Consultant shall file a statutory claim pursuant to Government Code Sections 905 et. seq. and 910 et. seq., in order to pursue any legal action under this Agreement. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or B-19 B-22 9 01203.0001/267879.2 different times, of any other rights or remedies for the same default or any other default by the other party. 6.4 Termination Prior to Expiration of Term. This Section shall govern any termination of this Contract except as specifically provided in the following Section for termination for cause. The City reserves the right to terminate this Contract at any time, with or without cause, upon thirty (30) days’ written notice to Consultant, except that where termination is due to the fault of the Consultant, the period of notice may be such shorter time as may be determined by the Contract Officer. In addition, the Consultant reserves the right to terminate this Contract at any time, with or without cause, upon sixty (60) days’ written notice to City, except that where termination is due to the fault of the City, the period of notice may be such shorter time as the Consultant may determine. Upon receipt of any notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Except where the Consultant has initiated termination, the Consultant shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer. In the event the Consultant has initiated termination, the Consultant shall be entitled to compensation only for the reasonable value of the work product actually produced hereunder, but not exceeding the compensation provided therefore in the Schedule of Compensation Exhibit “C”. In the event of termination without cause pursuant to this Section, the terminating party need not provide the non-terminating party with the opportunity to cure pursuant to Section 7.2. 6.5 Termination for Default of Consultant. If termination is due to the failure of the Consultant to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 7.2, take over the work and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the compensation herein stipulated (provided that the City shall use reasonable efforts to mitigate such damages), and City may withhold any payments to the Consultant for the purpose of set-off or partial payment of the amounts owed the City as previously stated. 7. MISCELLANEOUS 7.1 Covenant Against Discrimination. Consultant covenants that, by and for itself, its heirs, executors, assigns and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry, or other protected class in the performance of this Agreement. Consultant shall take affirmative action to ensure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry, or other protected class 7.2 Non-liability of City Officers and Employees. No officer or employee of the City shall be personally liable to the Consultant, or any successor in interest, in the event of any default or breach by the City or for any amount, which may become due to the Consultant or to its successor, or for breach of any obligation of the terms of this Agreement. B-20 B-23 10 01203.0001/267879.2 7.3 Notice. Any notice, demand, request, document, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail, in the case of the City, to the City Manager and to the attention of the Contract Officer (with her/his name and City title), City of Rancho Palos Verdes, 30940 Hawthorne Blvd., California 90275 and in the case of the Consultant, to the person(s) at the address designated on the execution page of this Agreement. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated at the time personally delivered or in seventy-two (72) hours from the time of mailing if mailed as provided in this Section. 7.4 Integration; Amendment. It is understood that there are no oral agreements between the parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements and understandings, if any, between the parties, and none shall be used to interpret this Agreement. This Agreement may be amended at any time by the mutual consent of the parties by an instrument in writing. 7.5 Severability. In the event that part of this Agreement shall be declared invalid or unenforceable by a valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining portions of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder unless the invalid provision is so material that its invalidity deprives either party of the basic benefit of their bargain or renders this Agreement meaningless. 7.6 Waiver. No delay or omission in the exercise of any right or remedy by non-defaulting party on any default shall impair such right or remedy or be construed as a waiver. A party’s consent to or approval of any act by the other party requiring the party’s consent or approval shall not be deemed to waive or render unnecessary the other party’s consent to or approval of any subsequent act. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. 7.7 Attorneys’ Fees. If either party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which any be granted, whether legal or equitable, shall be entitled to reasonable attorney’s fees, whether or not the matter proceeds to judgment. 7.8 Interpretation. The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply. 7.9 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument. B-21 B-24 11 01203.0001/267879.2 7.10 Warranty & Representation of Non-Collusion. No official, officer, or employee of City has any financial interest, direct or indirect, in this Agreement, nor shall any official, officer, or employee of City participate in any decision relating to this Agreement which may affect his/her financial interest or the financial interest of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any State or municipal statute or regulation. The determination of “financial interest” shall be consistent with State law and shall not include interests found to be “remote” or “noninterests” pursuant to Government Code Sections 1091 or 1091.5. Consultant warrants and represents that it has not paid or given, and will not pay or give, to any third party including, but not limited to, any City official, officer, or employee, any money, consideration, or other thing of value as a result or consequence of obtaining or being awarded any agreement. Consultant further warrants and represents that (s)he/it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not limited to, any City official, officer, or employee, as a result of consequence of obtaining or being awarded any agreement. Consultant is aware of and understands that any such act(s), omission(s) or other conduct resulting in such payment of money, consideration, or other thing of value will render this Agreement void and of no force or effect. Consultant’s Authorized Initials _______ 7.11 Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreement, such party is formally bound to the provisions of this Agreement, and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties. [Signatures On The Following Page] B-22 B-25 12 01203.0001/267879.2 IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first-above written. CITY: CITY OF RANCHO PALOS VERDES, a municipal corporation Doug Willmore, City Manager ATTEST: Emily Colborn, City Clerk APPROVED AS TO FORM: ALESHIRE & WYNDER, LLP William W. Wynder, City Attorney CONSULTANT: By: Name: Title: By: Name: Title: Address: Two corporate officer signatures required when Consultant is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer. CONSULTANT’S SIGNATURES SHALL BE DULY NOTARIZED, AND APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO CONSULTANT’S BUSINESS ENTITY. B-23 B-26 01203.0001/267879.2 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT STATE OF CALIFORNIA COUNTY OF LOS ANGELES On __________, 2018 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature: _____________________________________ OPTIONAL Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form. CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT INDIVIDUAL CORPORATE OFFICER _______________________________ TITLE(S) PARTNER(S) LIMITED GENERAL ATTORNEY-IN-FACT TRUSTEE(S) GUARDIAN/CONSERVATOR OTHER_______________________________ ______________________________________ SIGNER IS REPRESENTING: (NAME OF PERSON(S) OR ENTITY(IES)) _____________________________________________ _____________________________________________ ___________________________________ TITLE OR TYPE OF DOCUMENT ___________________________________ NUMBER OF PAGES ___________________________________ DATE OF DOCUMENT ___________________________________ SIGNER(S) OTHER THAN NAMED ABOVE A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that docum ent. B-24 B-27 01203.0001/267879.2 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT STATE OF CALIFORNIA COUNTY OF LOS ANGELES On __________, 2018 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within in strument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature: _____________________________________ OPTIONAL Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT INDIVIDUAL CORPORATE OFFICER _______________________________ TITLE(S) PARTNER(S) LIMITED GENERAL ATTORNEY-IN-FACT TRUSTEE(S) GUARDIAN/CONSERVATOR OTHER_______________________________ ______________________________________ SIGNER IS REPRESENTING: (NAME OF PERSON(S) OR ENTITY(IES)) _____________________________________________ _____________________________________________ ___________________________________ TITLE OR TYPE OF DOCUMENT ___________________________________ NUMBER OF PAGES ___________________________________ DATE OF DOCUMENT ___________________________________ SIGNER(S) OTHER THAN NAMED ABOVE A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document. B-25 B-28 01203.0001/267879.2 A-1 EXHIBIT “A” SCOPE OF SERVICES I. Consultant will perform the following services: A. B. C. II. As part of the Services, Consultant will prepare and deliver the following tangible work products to the City: A. B. C. III. In addition to the requirements of Section 6.2, during performance of the Services, Consultant will keep the City updated of the status of performance by delivering the following status reports: A. B. C. IV. All work product is subject to review and acceptance by the City, and must be revised by the Consultant without additional charge to the City until found satisfactory and accepted by City. V. Consultant will utilize the following personnel to accomplish the Services: A. B. C. B-26 B-29 01203.0001/267879.2 B-1 EXHIBIT “B” SPECIAL REQUIREMENTS (Superseding Contract Boilerplate) B-27 B-30 C-1 01203.0001/267879.2 EXHIBIT “C” SCHEDULE OF COMPENSATION I. Consultant shall perform the following Services at the following rates: RATE TIME SUB-BUDGET A. Task A ___________ ___________ ___________ B. Task B ___________ ___________ ___________ C. Task C ___________ ___________ ___________ D. Task D ___________ ___________ ___________ E. Task E ___________ ___________ ___________ II. A retention of ten percent (10%) shall be held from each payment as a contract retention to be paid as a part of the final payment upon satisfactory completion of services. III. Within the budgeted amounts for each Task, and with the approval of the Contract Officer, funds may be shifted from one Task subbudget to another so long as the Contract Sum is not exceeded per Section 2.1, unless Additional Services are approved per Section 2.3. IV. The City will compensate Consultant for the Services performed upon submission of a valid invoice. Each invoice is to include: A. Line items for all the work performed, the number of hours worked, and the hourly rate. B. Line items for all materials and equipment properly charged to the Services. C. Line items for all other approved reimbursable expenses claimed, with supporting documentation. D. Line items for all approved subcontractor labor, supplies, equipment, materials, and travel properly charged to the Services. V. The total compensation for the Services shall not exceed the Contract Sum as provided in Section 2.1 of this Agreement. VI. Consultant’s billing rates for all personnel are attached as Exhibit C-1. B-28 B-31 D-1 01203.0001/267879.2 EXHIBIT “D” SCHEDULE OF PERFORMANCE I. Consultant shall perform all services timely in accordance with the following schedule: Days to Perform Deadline Date A. Task A ______________ ______________ B. Task B ______________ ______________ C. Task C ______________ ______________ II. Consultant shall deliver the following tangible work products to the City by the following dates. A. B. C. III. The Contract Officer may approve extensions for performance of the services in accordance with Section 3.2. B-29 B-32 CITY OF RANCHO PALOS VERDESESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT July 26, 2021PROPOSAL FOR CITY OF RANCHO PALOS VERDES COMMUNITY DEVELOPMENT DEPARTMENT Prepared by 38 North Marengo Avenue . Pasadena, CA 91101 . 626.204.9817 . dudek.com C-1 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 1 July 26, 2021 Jaehee Yoon, Senior Planner Community Development Department City of Rancho Palos Verdes 30940 Hawthorne Boulevard Rancho Palos Verdes, California 90275 Subject: Proposal for the Establishment of a Mixed-Use Overlay Zoning District Dear Ms. Yoon, Dudek is pleased to submit this proposal to assist the City of Rancho Palos Verdes (City) in establishing a mixed-use overlay zoning district and associated development standards (Project). We are committed to providing the City with a team that combines expertise in design, policy, and code development with a nuanced understanding of local planning issues and stakeholder interests. Our team is a strong choice to partner with the City as evidenced by the following: We bring a multifaceted, comprehensive team of experts. Gaurav Srivastava will serve as the team’s project manager and primary contact, as well as its urban design lead. Mr. Srivastava directs Dudek’s urban design practice and has 18 years’ experience managing and directing multidisciplinary teams. This contract will be managed and staffed from Dudek’s Pasadena office. Senior Project Manager, Nicole Cobleigh, will manage California Environmental Quality Act (CEQA) tasks, bringing her proven track record of exceptional client service and commitment to excellence. Dudek’s in-house specialists will provide urban design, land use, and mobility planning expertise for the effort. We have also partnered with two subconsultants: Kearns & West to facilitate community and stakeholder visioning and ProForma Advisors to (optionally) provide market and real estate analyses. While we understand that economic analysis is not expected as part of the scope, we are including it as an optional task to potentially address the market feasibility of mixed-use building types. We have robust CEQA document expertise. Dudek has prepared over 3,200 CEQA/National Environmental Policy Act (NEPA) documents, none of which have been legally challenged successfully. Our environmental impact report (EIR) team has provided multiple environmental consulting documents for agencies throughout Los Angeles County and Southern California. We are a local team dedicated to the success of the region. The Dudek team has an unparalleled mix of expertise, experience, and understanding to innovatively and efficiently complete the tasks at hand. Dudek has 275 full-time employees throughout Southern California, providing seamless access to further resources in a wide range of disciplines, including engineering, planning, transportation, and design. All our team members have a long history of successfully working together on projects. Proposing Firm Dudek California Corporation (C1210112) Certificate of Standing available upon request Employee-owned; 687 employees Contact Information Gaurav Srivastava, AICP 38 North Marengo Avenue Pasadena, California, 91101 626.204.9817 gsrivastava@dudek.com COVER LETTERA C-2 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 2 Additionally, Mr. Srivastava and urban designer Catherine Tang Saez collaborated with the City and Southern California Association of Governments to develop the Western Avenue Vision Plan and Design Guidelines, which will help inform the development standards and code changes associated with the proposed overlay district. Mr. Srivastava is currently managing a similar effort for the City of Fullerton (Housing Incentive Overlay Zone), which is also partially funded by State Senate Bill 2 funds. We are a one-stop shop with a range of capabilities. As a mid-sized firm, Dudek provides a personalized, boutique-level service combined with the breadth and depth of capabilities characteristic of larger firms to meet your project’s requirements. Our size is an asset to our clients, allowing us to provide a superior level of customer service and bypass any bureaucratic red tape. We are code experts. We prioritize drafting documents that are usable and implementable because we know that even the best plans fail when they lack legally sound underpinnings. We have deep in-house technical expertise to address and analyze all issues that arise during the preparation of regulatory and environmental documents, while working directly with developers, investors, and financial institutions to unlock potential in underutilized sites. Dudek is unaware of any conflict of interest in performing the proposed work. We look forward to working with the City. Please reach out to Gaurav Srivastava at gsrivastava@dudek.com or 626.204.9817 if you have any questions. Sincerely, __________________________________ _____________________________________ Joseph Monaco, AICP Gaurav Srivastava President & CEO Project Manager A / Cover Letter Pursuant to California corporate law and Dudek’s charter documents, Dudek’s Board approves the company’s corporate officers on an annual basis. These officers are authorized to legally bind the corporation. Dudek's corporate officers can be reached at our Encinitas address and include: Joseph Monaco, AICP President and CEO 760.479.4296 Robert Ohlund, PE Vice President, Engineering 760.479.412 Eric Wilson Vice President, Environmental 626.204.9821 Amy Paul Secretary/General Counsel 760.479.4242 Christine Moore CFO/Treasurer 760.479.4873 Emily Hart Asst. Secretary/Marketing Director 760.479.4232 Brian Nordmann Chief Information Officer 760.479.4225 C-3 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 3 Like every other major city in California, the City of Rancho Palos Verdes (City) finds itself confronting the consequences of generations-old systemic policies that have de-emphasized the supply of multifamily housing. To ensure consistency with State housing mandates, while providing current and future City residents access to a diverse array of housing options, the proposed mixed-use overlay district will enable the City to accommodate its 638 units allocated by the sixth cycle Regional Housing Needs Allocation. The City’s commercial parcels occupy approximately 70 acres, with about half that acreage located along the Western Avenue Corridor. Our team’s Project Manager, Gaurav Srivastava, and Lead Urban Designer, Catherine Tang Saez, previously worked with City staff and the Southern California Association of Governments to develop the Western Avenue Vision Plan (ca. 2015). APPROACH TO SCOPE OF SERVICESB Figure 1. Clusters of Commercial Parcels in the City C-4 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 4 Figure 2. Dudek’s team members previously studied the feasibility of mixed-use developments along Western Avenue as part of the 2015 Western Avenue Vision Plan. B / Approach to Scope of Services C-5 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 5 As part of that effort, they studied the feasibility of residential and mixed-use development along the corridor, exploring appropriate building types that addressed the unique sightline and topographical constraints of the parcels along the corridor. Ultimately, the Vision Plan limited its recommendations to the public right-of- way and stopped short of analyzing land use changes. However, those past residential studies provide our team a solid basis for developing mixed-use standards for the Western Avenue corridor and Silver Spur Road, the other commercial corridor in the City. While we do not come with preconceived ideas, we’ve identified the following preliminary list of over-arching goals to guide our approach: B / Approach to Scope of Services [Identify strategic parcels across all commercial zones that can most feasibly accommodate new housing development and that will offer the greatest range of benefits to future residents, existing neighbors, and the City as a whole. While the City envisions that the primary overlay zone would potentially be applied in the Commercial–General zones along Western Avenue and Silver Spur Road, our methodology will include Commercial–Professional, Commercial–Limited, Commercial–Neighborhood, and Commercial–Recreation. [Streamline and accelerate the production of a variety of housing options across a range of types, costs, and locations in exchange for agreed-upon incentives offered to property owners. [Develop standards and codes that are clear, graphically rich, and user-friendly, ensuring ease of use by City staff, architects, developers, property owners, and decision makers alike. Standards that are successful over the long term must be the following: • Simple. Easily understood by lay person and technical audiences alike. • Non-duplicative. Do not repeat – or worse – conflict with other City standards (this is particularly important in the case of the Western Avenue Specific Plan that will have standards independent of the proposed Overlay District). • Objective. Unambiguous in intentions and utilize a language that has a shared interpretation by all involved. • Shape building behavior, not building style. Aim above all to facilitate well-behaved buildings and not micro-design the architecture style of individual buildings. • Enduring. Development standards have a longevity that persists beyond the lifecycle of planning and design trends. They should deliberately disregard fleeting fads. C-6 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 6 Figure 3. Four Phase Work Plan B / Approach to Scope of Services DATA & ANALYSIS PHASE ONE FINAL ADOPTIONTASK A: RESEARCH & ANALYSIS TASK B: MIXED-USE OVERLAY ORDINANCE TASK C: WESTERN AVE SPECIFIC PLAN AND GP UPDATE STANDARDS & REGULATIONS PHASE TWO CEQA PHASE THREE ADOPTION & IMPLEMENTATION PHASE FOUR TASK D: PUBLIC PARTICIPATION AND OUTREACH TASK A.4 & A.5 (OPTIONAL): ECONOMIC ANALYSIS 11SSTT WWOORRKKSSHHOOPP 22nndd WWOORRKKSSHHOOPP PPUUBBLLIICC HHEEAARRIINNGGSS TASK E: PREPARE ENV DOCS TASK F: MEETINGS AND PROJECT MANAGEMENT APPROACH/METHODOLOGY We are proposing a four-phase work plan to be completed over 18 months, with a planned adoption date of January 2023. Figure 3 illustrates how tasks listed in our scope of work are proposed to be undertaken across the four phases. While essentially linear, tasks do not always fall in chronological order. The four phases of our work plan are punctuated by major outreach milestones that typically mark the conclusion of one phase and the launch of the next. Phase 1: Data and Analysis This first phase enables our team to set up the Mixed-Use Overlay Zone Project (Project) for success. After kicking off with City staff, our team will mobilize in data gathering and analysis. We will conduct a literature review and both a City-wide analysis and an individual in-depth analysis of each of the identified sites to study their feasibility for new housing development from an (optional) market/financial perspective as well as a physical capacity perspective. Our work in this first phase will be informed by stakeholder input from property owners as well as community engagement from the public at large. Phase 1 will conclude with a synthesis of our analysis and identification of preferred development scenarios for each of the sites. Phase 2: Standards and Regulations The second phase will consist of drafting development standards and mixed-use overlay regulations that support the development scenarios created in Phase 1. Our work in this second phase will be further informed by continued input from City staff as well as ongoing community engagement. Phase 3: California Environmental Quality Act The third phase will consist of the required environmental review process to facilitate subsequent California Environmental Quality Act (CEQA) streamlining for development under the proposed mixed-use overlay district. Phase 4: Adoption and Implementation The fourth phase will include the necessary public hearings for adoption of the final versions of the development standards and overlay district regulations. C-7 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 7 B / Approach to Scope of Services SCOPE OF SERVICES TASK A: RESEARCH AND ANALYSIS A.1: Data Gathering and Literature Review Dudek will gather and review all relevant information and data pertinent to the Project. To begin, our team will perform a literature review to thoroughly understand the City’s current housing policies, inclusive of the zoning code, development standards, and ongoing Housing Element update. We will specifically review Title 17 (Zoning) of the Rancho Palos Verdes Municipal Code, Western Avenue Specific Plan, General Plan, and related maps to analyze the existing conditions along Western Avenue, Silver Spur Road, and adjacent parcels. We will research applicable laws, policies, and guidelines that have a direct impact on the production of housing in the City and that overlap the work of this effort, including the Regional Housing Needs Assessment, the California Density Bonus Law, and others. A.2: Best Practices and Emerging Trends Dudek will research recently completed and ongoing housing incentive overlays in cities with similar markets. This will include cities for which Dudek is currently preparing similar overlays (e.g. Fullerton and Santa Clarita) as well as others (in collaboration with City staff). C-8 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 8 B / Approach to Scope of Services A.3: Site Confirmation Our team will compile any City-provided data (parcels, streets, zoning/land uses, building footprints, aerial photography, etc.) with data gathered by the team (market, property, demographic, etc.) to prepare a City-wide existing conditions base map in geographic information system (GIS) and to confirm and analyze the usability of each of the commercial zoned parcels in the City (Commercial–General, Commercial– Limited, Commercial–Neighborhood, Commercial– Professional, and Commercial–Recreational). We recognize that not all commercially zoned parcels will be feasible or appropriate. To that end, we are proposing the following methodology to select the most appropriate sites. As a first step, our team will determine if the site and its context are suitable or opportune for new residential development by testing each site against the following preliminary criteria, as agreed upon with the City: [Parcels with minimum width and depth dimensions suitable for typical multifamily residential building types. [Parcels that represent immediate opportunities for redevelopment, e.g., are currently vacant or occu- pied by surface parking lots. [Parcels that are underutilized, such as properties with relatively low improvement values relative to their land values and therefore opportunities to increase the value of improvements. Using the pre- liminary screen of County Assessor data in GIS, the economic team will test the selected sites based on the following methodology. • First, we will identify all vacant sites or sites currently occupied by surface parking lots. Given these parcels’ lack of improvements, they could be appropriate for immediate redevelopment with a change to a residential land designation. • Second, we will identify all properties where the improvement value is 40% of the land value. While there is no set benchmark, typically the land value represents 30% of the total market value of a property. As such, improvements would roughly equal 70% of the total market value. A relatively low improvement value relative to the land value of a property suggests that the land is underutilized and that there are higher val- ue improvements that can be developed on the land. It should be noted that this is not a perfect estimate of underutilized land, but it can be used as a benchmark to identify properties that may have potential for redevelopment. • Finally, we will identify low-intensity sites where the floor-to-area ratio value is below 0.10 and more intensive redevelopment may be appro- priate. “Institutional, Other, and Recreation” land use categories, which do not report building size, and specific multifamily condo parcels will not be accounted in the County Assessor database. As such, the team will work with the City to deter- mine if such properties should be considered. [Parcels that are transit-adjacent, e.g., lie within high-quality transit areas, defined by the Southern California Association of Governments as being within one-half mile from major transit stops and high-quality transit corridors. This applies primarily to parcels along Western Avenue. [Parcels that lie outside of areas most vulnerable to air pollution (e.g., within 500 feet of freeways or 1,000 feet of distribution centers, etc.), as identified by the California Air Resources Board’s Air Quality and Land Use Handbook. [Parcels within a 10-minute walkshed of schools and parks. [Parcels with property owners who have indicated willingness to develop residential uses. C-9 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 9 B / Approach to Scope of Services Optional Task A.4: Market Analysis Pro Forma Advisors will lead the task to conduct a base economic assessment of the characteristics of the City and its place within the larger context of the regional economy. Based on this assessment, our team will begin to estimate the potential demand for multifamily residential housing. We will review real estate market fundamentals to document recent and future competitive developments, recent sales and comparable transactions, asking rents, vacancy rents, and capitalization rates within the City and larger market area. Based upon the market assessment, we will forecast near- and long-term demand in the City. Specifically, we will forecast market potential for multifamily residential development, the timing of the demand, and the projected absorption rates. Optional Task A.5: Representative Pro Forma Analysis Developed in conjunction with Task A.3, an illustrative pro forma will be prepared for a typical parcel along Silver Spur Road and Western Avenue (and other locations if necessary). Led by Pro Forma Advisors, our team will conduct a financial feasibility of representative development scenarios. Revenue assumptions used in the financial model will be primarily collected in the market analysis developed from Task A.4. Our team will provide hard and soft cost assumptions based on industry knowledge with input provided from a third-party independent cost estimator as needed. With the revenue and cost assumptions in hand, we will create a multi-year financial model that will assess the supportable developer investment and overall feasibility of each development scenario. To assist with the evaluation of sites and the overall decision-making process, our team will present the “residual land value” of each development scenario. This will allow the City and Project Team to compare the development alternatives with one another with prevailing land values to better understand the financial feasibility of the proposed development prototypes in the marketplace. Furthermore, depending if the land has existing improvements, it will allow for an apples-to-apples comparison of overall development feasibility (inclusive of developer profit) among various land uses as well as a land value “hurdle” rater that can be used to immediately validate or reject site locations. Finally, key development sensitivities specific to the selected sites will be examined. While we anticipate that these will be minor given that all the development opportunities are in a similar market area, any adjacencies issues (positive or negative) will be considered. While each site will be considered based on its unique conditions, the broader market and financial feasibility evaluation will provide a framework to analyze and rank site opportunities for the City. C-10 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 10 B / Approach to Scope of Services TASK B: MIXED-USE OVERLAY ORDINANCE B.1 Draft and Final Ordinance Our team will create draft and final development standards that will apply to new mixed-use developments triggered by the regulations set forth in the proposed mixed-use overlay district. We will also review the existing code and suggest revisions to other related sections of the code for consistency. The proposed ordinance will incorporate clear, easy- to-understand graphics to enhance understanding and reduce misinterpretations. The development standards will rely on the (optional) market feasibility analysis to establish building envelopes that are market tested and have the support of the development community. C-11 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 11 B / Approach to Scope of Services TASK C: WESTERN AVENUE SPECIFIC PLAN AND GENERAL PLAN UPDATE C.1: Review Our team will review the current Western Avenue Specific Plan and the City’s General Plan and evaluate their language for consistency with the proposed mixed- use overlay district. This review will highlight the sections that are in conflict and suggest revisions. C.2 Draft and Final updates Based on guidance from City staff, the Dudek planning team will draft and finalize surgical updates to the Western Avenue Specific Plan and the General Plan to bring them in conformance and establish overall consistency with the proposed mixed-use overlay zoning district to avoid discrepancies or potential unintended consequences. WESTERN AVENUE C-12 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 12 B / Approach to Scope of Services TASK D: PUBLIC PARTICIPATION AND OUTREACH D.1 Outreach Plan The Dudek outreach team, led by Kearns & West, the team’s outreach subconsultant, will prepare an outreach memo that includes objectives for involving the public in planning, descriptions of outreach and engagement activities, methods for publicizing involvement opportunities, and timeline showing synchronization of activities with the planning process. D.2 Targeted key stakeholder outreach The Dudek outreach team will participate with City staff on calls with up to six (6) community leaders to tell them about the project community involvement opportunities, hear about best practices for getting the word out, and ask for their help in publicizing the workshops. D.3 Community Events Dudek will support and facilitate up to two (2) community outreach meetings. The first outreach meeting will include a socially distanced walking tour of Western Avenue (the location of the far majority of commercially zoned parcels in the City) and will include stakeholders, project team, City staff, and the public. The second community meeting/workshop is anticipated to be conducted either virtually and/or in- person using a platform that allows for polling, dialogue, and other forms of interaction. Community meetings participants shall include local business and property owners, residents, and other stakeholders. For each meeting, Dudek will staff two facilitators and an outreach specialist; prepare a logistics memo and an annotated agenda for the virtual meetings; coordinate with the team for meeting preparation and dry run; and create an After Action Report that documents attendance, format and presentation, input, and major discussion themes. WESTERN AVENUE C-13 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 13 B / Approach to Scope of Services TASK E: PREPARE RELEVANT ENVIRONMENTAL DOCUMENTS Summary of CEQA Approach The Environmental Impact Report (EIR) prepared for the Mixed-Use Overlay Zone is likely to be a Program Environmental Impact Report (PEIR) that analyzes buildout of the feasible opportunity sites on a programmatic level. It is our intent that the PEIR will include sufficient level of detail, analysis, and mitigation options to allow the City and residential developers to efficiently tier-off the PEIR as redevelopment of each particular site is proposed. The PEIR will be drafted with the mindset that the PEIR should be a tool available to the City and project applicants to streamline future environmental clearance processes as development is proposed for the opportunity sites. The PEIR will ensure compliance with California Assembly Bill 52 (AB 52, Chapter 532, Statutes of 2014) and Senate Bill 18 (SB 18, Chapter 905, Statutes of 2004). E.1a Initial Study and Notice of Preparation Consistent with the CEQA Guidelines, Appendix G Checklist, as well as with the City’s adopted CEQA Environmental Checklist (Initial Study [IS]) and local CEQA implementation guidelines, Dudek will prepare one (1) administrative draft IS for review and comment by the City. The administrative draft IS will identify potentially significant environmental impacts associated with buildout of the Project. Environmental setting, impact analyses, and substantiating documentation will be provided to support all responses and conclusions in the IS, including concise tables and high-quality, full-color figures. The intent of the Administrative Draft IS is to scope-out as many environmental resource topics from the PEIR as feasible/defensible. Following one round of review of and comment on the administrative draft IS by the City, we will make one (1) round of revisions, as required. It is our intent that these revisions will satisfactorily address all prior comments on the administrative draft IS, and no substantial review efforts beyond a final “page-turn” review will be required. This revised version of the IS will serve as the final version of the document. Consistent with CEQA Guidelines, Section 15082, Dudek will work with the City to prepare a Notice of Preparation (NOP) of a draft PEIR. The NOP will provide the responsible and trustee agencies and the California Office of Planning and Research/State Clearinghouse (SCH) with sufficient information describing the Project and the potential environmental effects to enable the outside agencies to make a meaningful response. At a minimum, the information will include a description of the Project, location of the Project, and probable environmental impacts of the Project. Following one (1) round of review of and comment on the draft version of the NOP, Dudek will make one (1) round of revisions, as required. Following revisions to the NOP, Dudek will coordinate circulation with the City for the combined IS/NOP. Dudek will provide the IS/NOP to SCH as well as post the NOP with the Los Angeles County Clerk. Deliverables: • IS/NOP (electronic copy, five [5] hard copies with appendices on CD, and 20 CDs/flash drives) • SCH Summary Form and IS/NOP uploaded to SCH website • NOP posted with the Los Angeles County Clerk • Notice of Completion (NOC) Form (electronic copy, one [1] hard copy) C-14 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 14 B / Approach to Scope of Services E.1b Public Scoping Meeting Dudek will coordinate with the City on a public scoping meeting. Dudek assumes City staff will be responsible for securing the meeting location, if the meeting is to be held in person. If the meeting is held virtually, Dudek can host the meeting using Zoom. During the meeting, Dudek will present a PowerPoint presentation, monitor comments received, answer questions pertaining to CEQA and the PEIR, and provide a summary of public comments with regard to any environmental concerns raised. This input will be used to focus the environmental issues to be addressed in the administrative draft PEIR. A summary of comments received will be included in the administrative draft PEIR. Deliverables: • PowerPoint meeting presentation, scoping comment cards, and meeting notes/comment summary E.2 Program-Level Technical Analyses Dudek will conduct program-level technical analyses to support the evaluation and determinations in the Project, as follows: [Program-level air quality, greenhouse gas emissions, and energy assessment [Program-level cultural resources inventory and tribal cultural resources summary [Program-level noise and vibration assessment [Program-level vehicle miles traveled assessment For the sake of brevity, the complete scopes of work for each supporting technical study listed below can be provided to the City on request. These programmatic analyses will be memorialized in individual technical memorandums or incorporated directly in the applicable PEIR sections. Prior to commencing work on these technical analyses, Dudek will coordinate with the City to tailor the scopes of the analyses to meet the City’s expectations while being mindful of the budgetary constraints for the analyses. Deliverables: • Technical analyses included directly in individual technical memorandums or directly in the applicable PEIR sections (electronic copies) C-15 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 15 B / Approach to Scope of Services E.3a Administrative Draft PEIR Consistent with CEQA Guidelines, Article 9, Dudek will prepare one (1) administrative draft PEIR for review and comment by the City. As required by CEQA and the CEQA Guidelines, the administrative draft PEIR will include the following chapters: Introduction, Executive Summary, Environmental Setting, Project Description, Environmental Analysis, Cumulative Impacts, Other CEQA Considerations, and Alternatives to the Project. Each of the EIR’s Environmental Analysis sections will include a discussion of each environmental topic within five main sections: (1) Existing Conditions, (2) Regulatory Framework, (3) Impacts and Mitigation, (4) Cumulative Effects, and (5) References. The discussion of impacts and mitigation will be divided into subsections based on the recent update to CEQA Guidelines, Appendix G, Environmental Checklist, questions. Each of these subsections will enable clarity, ease of use, and organization, and each subsection will be headed by a summary box or table. Based on our understanding of the Project and the City, we assume that up to 13 environmental analysis administrative draft PEIR sections will need to be prepared, including but not limited to, the following potential environmental issues that may need to be comprehensively addressed in their own sections (as opposed to being “focused out” in the IS/NOP): 1. Aesthetics 2. Air Quality 3. Cultural Resources 4. Energy 5. Greenhouse Gas Emissions 6. Hazards and Hazardous Materials 7. Land Use and Planning 8. Noise 9. Population and Housing 10. Public Services 11. Transportation 12. Tribal Cultural Resources (summarizing AB 52 and SB 18 outreach efforts) 13. Utilities and Service Systems In addition to the Environmental Analysis sections, the administrative draft PEIR will also include the following chapters: Other CEQA Considerations and Alternatives to the Project (note that this scope of work and budget assumes up to three [3] Project alternatives, including the “No Project” alternative, would be analyzed). Deliverables: • Administrative draft PEIR (electronic copy) C-16 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 16 B / Approach to Scope of Services E.3b Screencheck Draft PEIR Following receipt of comments from the City on the administrative draft PEIR, Dudek will update the document and re-submit the screencheck draft PEIR. The purpose of this screencheck submittal is to allow the City to review the revisions made to the administrative draft PEIR. Once the City performs the final review and comment on the screencheck draft PEIR, Dudek will respond to these final comments, review the proposed edits, and prepare a proofcheck draft PEIR in anticipation of finalizing the document for public review. Deliverables: • Screencheck draft PEIR (electronic copy) • Proofcheck draft PEIR (electronic copy) E.4 Public Review Draft PEIR Following the final “page-turn” review of the proofcheck draft PEIR, Dudek will prepare and publicly distribute the public review draft PEIR to the County Clerk, SCH, responsible and trustee agencies, surrounding jurisdictions, and other interested parties pursuant to the distribution list prepared by the City. Technical appendices will be provided on a CD/flash drive affixed to the back cover of all hard copies of the draft PEIR. Dudek will distribute the deliverables via certified mail and/or overnight service and will include the Notice of Availability (NOA) of a public review draft PEIR prepared by Dudek. An optimized, online-ready electronic version of the public review draft PEIR will also be provided to the City. Deliverables: • Public review draft PEIR (electronic copy, 20 hard copies with appendices on CD, and 40 CDs/flash drives with public review draft PEIR plus appendices) • SCH Summary Form (electronic copy, 15 hard copies) plus CDs with public review draft PEIR and appendices • Notice of Completion (NOC) Form (electronic copy, one [1] hard copy) C-17 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 17 B / Approach to Scope of Services E.5 Final PEIR, Response to Comments, and Mitigation Monitoring and Reporting Program Dudek will provide responses to all agency and public comments that raise substantive environmental issues associated with the public review draft PEIR. The responses will be thoughtful and thorough and will be provided in a separate draft response to comments (RTC) memorandum. Based on the nature of the Project and the proximity to potential stakeholders, it is anticipated that no more 50 comments will be received by the City in relation to the Project (note that a single comment letter may include several comments). No letters from any potential Project opponent’s attorneys are assumed. If an extraordinary number of comment letters, letters from Project opponent’s attorneys (which are often lengthy and/or overly technical), or comment letters requiring new analysis are received, Dudek will discuss the budgetary implications with the City, and an augment may be required if any of these circumstances occurs. Dudek will prepare a mitigation monitoring and reporting program (MMRP) pursuant to CEQA Guidelines, Section 15097. The MMRP will contain all mitigation measures recommended in the final PEIR. The MMRP will provide the City with a single source of reference to the mitigation measures included in the final PEIR. For each measure or group of similar measures, the party responsible for ensuring proper implementation will be identified, along with the timing and method of verification. Dudek will coordinate with the City to determine if any revisions of the draft PEIR will be required as a result of public review and comments on the document. All revisions will be shown as changes to the original draft PEIR text in strikeout/underline format. In addition to these changes, the final PEIR will also be composed of the RTC memorandum and MMRP. Upon completion of the final PEIR, Dudek will coordinate distribution to all parties who requested a copy from the City. Deliverables: • Draft and final versions of the RTC memorandum (electronic copies) • Draft and final versions of the MMRP (electronic copies) • Administrative, screencheck, public review, and final PEIR (electronic copy, 20 hard copies with appendices on CD, and 40 CDs/flash drives with final PEIR plus appendices) E.6 Findings of Fact and Statement of Overriding Consideration Dudek will prepare draft Findings of Fact for each significant effect identified in the Final PEIR and prepare a Statement of Overriding Considerations, if unavoidable significant impacts are identified. As required by the CEQA Guidelines, one of three findings must be made for each significant effect and must be supported by substantial evidence in the record. The Statement of Overriding Considerations will rely on input from the project team regarding the benefits of the project. Dudek will consult with the project team to review and finalize the Findings and Statement of Overriding Considerations for the City’s ultimate adoption. Deliverables: • Draft and final versions of the Findings of Fact and Statement of Overriding Considerations (electronic copies) C-18 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 18 B / Approach to Scope of Services TASK F: MEETINGS AND PROJECT MANAGEMENT The Dudek Project Manager will serve as the primary contact for the City and coordinate all communications and tasks across the project team. F.1: Kickoff Meeting Dudek will schedule and conduct a project kickoff meeting within two (2) weeks of notice to proceed. This meeting will be structured as a half-day partnering session. It will have multiple purposes: to understand City expectations and goals; discuss the work plan, schedule, and relevant issues and concerns; review and learn about concurrent and related studies and plans; discuss roles and responsibilities; agree upon a schedule for ongoing meetings; and confirm appropriate contacts. At the partnering session, a focused discussion on community engagement will also occur to outline the goals of the outreach effort, identify potential stakeholders, discuss tools and techniques, and map public events. By gaining a clear understanding of the City’s expectations at the project outset, Dudek will avoid rework and delays, delivering a plan that explicitly responds to the City’s needs. Further, the partnering session provides the project team a forum to share aspirations and establish relationships that will last through the life of the project. F.2: Project Schedule The Dudek Project Manager will work with City staff to prepare and finalize a project schedule within two (2) weeks of the kickoff meeting that includes tasks and milestones that would allow Mixed-use Overlay District to be adopted by the City Council no later than January 2023. The schedule will include, but is not limited to, the following: [Milestones/tasks with adequate time for staff to review the work products; [A timeline for public outreach and meetings with anticipated commission and council hearings, study sessions, and individual meetings with City Coun- cilmembers as necessary; [Tribal outreach in compliance with SB 18 and AB 52 regulations; and [An anticipated environmental review strategy and timeline. C-19 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 19 B / Approach to Scope of Services F.3: Project Coordination Dudek will coordinate and establish a regular biweekly check-in call. City and Dudek project managers will invite other participants to this call as needed. These periodic check-ins will chart completed tasks and status of ongoing work, reaffirm key milestones and deliverables, and flag any anticipated issues that may impact the schedule or budget. These meetings may be held via conference call or in person at the City’s offices (consistent with COVID public health guidelines). Dudek will prepare a meeting summary, including action items, for each meeting, and coordinate with staff to create and make presentations to the City and/or stakeholders as necessary. F.4: Council and Commission Meetings The Dudek project manager and relevant team members will attend at a minimum two (2) Planning Commission and two (2) City Council public hearings. C-20 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 20 ORGANIZATION AND STAFFINGCPROJECT TEAM Our team of Dudek staff and subconsultants has been selected specifically based on the City’s needs and our history of working collaboratively on past efforts. Gaurav Srivastava will serve as the Project Manager and primary point of contact, in addition to leading the planning portion of the Project. Nicole Cobleigh will serve as CEQA project manager and primary point of contact for the CEQA component. Both have decades of experience managing complex planning efforts and environmental documents throughout Los Angeles County. They understand the City’s regulations, processes, and data sources, and have a successful track record of managing concurrent multilevel, large-scale projects. The entire team is based in Southern California, with all project team members located within a short drive of the City. Mr. Srivastava and Ms. Cobleigh are fully committed and available to manage this contract through its duration and have no current project obligations that will affect their level of responsiveness. The Dudek team presented in this proposal is fully committed and will remain available and assigned to this project through the completion of the Scope of Services. Dudek’s internal team will be further supported by our subconsultants, Kearns & West (K&W) for outreach efforts, and Pro Forma Advisors (Pro Forma) for optional market analysis. Table 1 lists the individual staff members, their assigned technical disciplines, and their expected contributions as a percentage of the total project effort. Table 1. Role and Expected Contribution of Key Staff Staff Member Role—Technical Discipline Contribution Gaurav Srivastava, AICP Project Manager/Planning Lead 8% Catherine Tang Saez Planner/Urban Design and Planning 17% Nicole Cobleigh CEQA Specialist/PEIR Lead 11% Brandon Whalen-Castellanos Planner/Environmental Planning 19% Adam Poll, LEED AP BD+C Air Quality Specialist/Air Quality-GHG-Energy Analyses 4% Sarah Corder, MFA Architectural Historian/Historic Building Resources (Optional)15% Heather McDevitt, RPA Archaeologist/Tribal-Cultural Resources 1% Jonathan Leech, AICP, INCE Environmental Planner/Acoustics 3% Dennis Pascua Transportation Planner/Mobility and Parking 3% Christopher Starbird GIS Analyst/Geographic Information Systems 1% Joan Isaacson (K&W)Outreach Specialist/Public Outreach Lead 5% Jenna Tourjé (K&W)Facilitation Specialist/Public Outreach 5% Lance Harris (Pro Forma) Land Use Economist/Market Analysis (Optional)6% C-21 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 21 C / Organization and Staffing Figure 4 presents the team organization, including the communication and reporting relationships among the projects staff, including our subconsultants. Figure 4. Team Organization Chart CEQA ANALYSIS Brandon Whalen-Castellanos – Environmental Planner Adam Poll, LEED AP BD+C – Air Quality, GHG, Energy Sarah Corder, MFA – Historic Building Resources Heather McDevitt, RPA – Archaeology/Tribal Resources Jonathan Leech, AICP, INCE, PG – Noise Christopher Starbird – GIS CITY OF RANCHO PALOS VERDES CEQA MANAGER/ ENVIRONMENTAL LEAD NICOLE COBLEIGH URBAN DESIGN & PLANNING Catherine Tang Saez, AICP PUBLIC OUTREACH Joan Isaacson (Kearns & West) Jenna Tourjé (Kearns & West) MARKET ANALYSIS (OPTIONAL) Lance Harris (Pro Forma) MOBILITY AND PARKING Dennis Pascua PROJECT MANAGER/ URBAN DESIGN LEAD GAURAV SRIVASTAVA, AICP C-22 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 22 STAFF QUALIFICATIONS AND EXPERIENCEDPRIOR EXPERIENCE We are a California-based planning, urban design, and environmental firm founded in 1980 with 16 offices and more than 600 planners, urban designers, scientists, civil engineers, and support staff. We assist private and public clients on a broad range of projects that improve our clients’ communities, infrastructure, and natural environment. From planning, design, and permitting through construction, we help move projects forward through the complexities of regulatory compliance, budgetary and schedule constraints, and conflicting stakeholder interests. Our professionals find practical, cost-effective approaches to help you achieve your specific project goals. We work to build your trust, which allows us to offer constructive solutions with your project’s long-term success in mind. Our firm specializes in the following: Urban Planning and Design Great cities derive their success from the synergy of thoughtful urban design, first-rate infrastructure, and excellent mobility. Dudek planners and designers provide urban planning and urban design services that help public- and private-sector clients create compelling places. We strive to establish enduring relationships between people and their environment and develop a sense of belonging, while respecting cultural, environmental, and economic constraints. Our team of city planners, policy planners, and urban designers work collaboratively with clients on plans both large and small. By quickly leveraging our comprehensive in-house technical expertise, we can balance and prioritize urban design, land use, infrastructure, sustainability, and transportation objectives to address short- and long-term planning challenges. At every scale, we emphasize the importance of rigorous analysis in successful problem solving, and we demonstrate that accurately defining the problem is the crucial foundation to solving it. We also understand that plans without broad- based community support are unlikely to succeed. Consequently, we carefully tailor work products and community outreach efforts to be inviting, engaging, and user-friendly for the communities they serve. Our plans are realistic, bold, and stand the test of time. CEQA Dudek has one of California’s largest, most experienced teams for California Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA) document preparation. Our environmental planners have prepared and processed more than 3,200 CEQA/NEPA documents for a variety of large and small development, restoration, and conservation projects throughout the state. Combining comprehensive analysis and evidence- based findings, we provide legally defensible documents that are supported by substantial evidence, none of which have ever been successfully challenged. We conduct technically sound assessments and manage environmental review processes in a streamlined, compliant, and straightforward manner. Dudek’s environmental experts work collaboratively with clients; local, regional, state, and federal agencies; and the public to clearly define project objectives, address concerns, and outline appropriate processes. We apply practical CEQA/NEPA knowledge to comply with current laws, regulations, and case law. Our planners help clients creatively solve regulatory challenges within financial and scheduling constraints. C-23 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 23 D / Staff Qualifications and Experience We produce complete CEQA/NEPA documents done right the first time. Our environmental planners work with our in-house technical publications editors and graphic designers to prepare high-quality documents that are clearly organized and easily interpreted by the public, agencies, and individuals responsible for future project development. Kearns & West Kearns & West (K&W) is a leading national consulting firm in public involvement and outreach, stakeholder facilitation, and communications services. The firm predominantly serves municipalities and agencies, and thrives on finding paths forward on important, controversial, and complex projects. K&W is a women- owned small business providing services for over 35 years and has four Southern California offices, including a Los Angeles office. K&W has direct experience in the development and implementation of public participation planning and stakeholder engagement as part of the CEQA and NEPA process. The K&W experience includes serving as outreach consultant for large-scale, complex, and often controversial projects; collaboratively conducting scoping and alternatives development processes; facilitating meetings among cooperating agencies; and developing multi-pronged equitable and inclusive engagement strategies that include extensive multi-lingual notification plans, including materials development and posting of in-language materials in local areas such as libraries and community centers. K&W has experience translating technical and scientific information to language and visuals the public can understand. Pro Forma Advisors Pro Forma Advisors (Pro Forma) is a partnership committed to providing objective, unbiased economic analysis of real estate development projects. The firm specializes in land use economics consulting for developers, owners, operators, investors, cultural institutions, nonprofits, and governments. Pro Forma offers exceptional market experience yet avoids ancillary services that might compromise its objectivity to allow it to support partnering firms in the areas of design, engineering, or project management. The firm has five offices, including a local office in Hermosa Beach. Pro Forma will conduct economic analysis for this contract. C-24 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 24 D / Staff Qualifications and Experience STAFF QUALIFICATIONS The Dudek team will consider itself a partner in the plan preparation process. We intend to be embedded and working closely with City staff. We will not be a touch-and-go gang of occasional, outside experts. We expect and will plan to work as “one team,” employing a collaborative mindset, accommodating diverse opinions, and ensuring that the work is a product of the team and not individuals. Effective project management is the crucial ingredient of Dudek’s success, and more importantly that of the clients and communities we serve.The best idea, the most innovative approach, and every thoughtful policy we craft ultimately relies on our ability to complete and deliver our contracted scope of work within budget and on time. We hire people who are client-focused, self-driven, and enjoy their work. Our organizational structure is flat and nimble, designed to empower our project managers to be flexible, decisive, and assemble resources quickly to meet client and project needs. We provide them with the technology, tools, and training to position them and their clients for success. Proposed Dudek Project Manager Gaurav Srivastava, AICP is our team’s project manager. Mr. Srivastava is an urban designer with 19 years’ experience. He leads Dudek’s urban design practice and has authored plans that range from grassroots neighborhood visions to comprehensive downtown redevelopments. As a planning reformist, his award- winning work is driven by multiple passions. A primary focus of Mr. Srivastava’s work is to reduce the footprint of human habitation by focusing investments and amenities in city centers and urban cores. His urban design approaches reinforce the importance of the pedestrian experience as the defining experience of cities. Mr. Srivastava further understands that the planning profession—now over a 100-years old in the United States—needs to be constantly interrogated to reveal its follies. Identifying and reforming these long-embedded policy anachronisms have become the highest priority for Mr. Srivastava. Local and Regional Planning Expert Mr. Srivastava’s has practiced in Los Angeles for the last 16 years and his work has focused on creating walkable, mixed-use neighborhoods across the region. Over his years at Dudek and spent with his previous firm, he has led several planning and urban design efforts that aim to expand the supply of housing production by studying the feasibility of mixed-use and multifamily residential types in a variety of contexts and constrained locations. Mr. Srivastava also brings a deep understanding of the City and specifically of the Western Avenue Corridor. He C-25 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 25 D / Staff Qualifications and Experience authored the 2105 Western Avenue Vision plan on behalf of a multi-jurisdictional coalition that included the City of Rancho Palos Verdes, the City of Los Angeles, and the Southern California Association of Governments. His current professional focus aligns directly with the goals of the City’s proposed Project. For the City of Fullerton, Mr. Srivastava is managing the preparation of the Housing Incentive Overlay District, which–like this effort–aims to facilitate the production of multifamily housing on commercial-only parcels. Also like this effort, it is partially funded by the State’s SB 2 grant program. Solid Project Manager Mr. Srivastava is an accomplished project manager and experienced at directing complex, multidisciplinary teams. He believes that successful technical practitioners make successful project managers. He has adopted this dual role on most of his projects, both large and small. Striving to be a both doer and a manager, Mr. Srivastava is a hands-on collaborator, adept at drawing, diagraming, and writing—skills that are essential to effective plan making. Methodological in his analysis, he demonstrates that accurately defining the problem is as important as solving it. Award-winning Work Mr. Srivastava has been recognized by his peers and partners for the quality and thoughtfulness of his work. The following represents his recent work that has received awards for urban design and neighborhood planning from the American Planning Association: • Downtown Los Angeles Vision Plan • Park 101 Downtown Freeway Cap • South Colton Livable Corridor Plan • City of Burbank Citywide Complete Streets Plan Educator and Mentor Mr. Srivastava serves as a visiting lecturer and teaches urban design to graduate students at the University of California, Los Angeles’ Luskin School of Public Affairs. He is also a faculty member at Urban Land Institute’s Rose Center for Public Leadership. C-26 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 26 D / Staff Qualifications and Experience Catherine Tang Saez is a senior urban designer and certified planner with 14 years’ experience in urban design, urban planning, and architecture. Ms. Saez works at the intersection of design and policy to create vibrant, sustainable, and healthy communities. Ms. Saez is experienced in the preparation of site feasibility studies, community vision plans, new city master plans, transit-oriented development plans, streetscape plans, complete street plans, downtown plans, Specific Plans, design guidelines, themed entertainment master plans, and office master plans. In addition, Ms. Saez currently serves as adjunct instructor for the executive masters of urban planning degree at the University of Southern California Sol Price School of Public Policy. Education Harvard University MAUD, Urban Design University of Southern California BARCH, Architecture Certifications AICP Professional Affiliations APA Urban Design and PlanningCatherine Tang Saez, AICP Nicole Cobleigh is a senior project manager with 22 years’ professional experience in environmental planning and land use development in Southern California. Ms. Cobleigh manages all phases of the project planning and environmental review process, including budget allocations and monitoring, project team and subconsultant oversight, scheduling, presentations at hearings, and public outreach. She has produced numerous CEQA and NEPA documents, including EIRs; environmental impact statements; and technical reports for visual resources and aesthetics, cultural resources, and other environmental resources. Ms. Cobleigh applies her comprehensive understanding of policy, planning, and environmental issues to meet clients’ needs on a variety of projects. She has extensive experience working on complicated projects involving multiple regulatory agencies. Education California Polytechnic State University, San Luis Obispo MCRP, City and Regional Planning University of California, Los Angeles BA, Geography/Environmental Studies (Public Policy/Urban Planning Minor) Professional Affiliations AEP EIR Project ManagerNicole Cobleigh C-27 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 27 D / Staff Qualifications and Experience CEQA AnalysisBrandon Whalen-Castellanos Brandon Whalen-Castellanos is an environmental planner with 4 years’ experience in environmental planning, entitlements, and policy planning. Mr. Whalen-Castellanos focuses on the preparation of CEQA documents, including initial studies, mitigated negative declarations (MNDs), EIRs, and sustainable communities environmental assessments. He is skilled in tackling unique CEQA challenges and is an effective analyst and writer. Education California State Polytechnic University, Pomona BS, Urban and Regional Planning Professional Affiliations APA, AEP Air Quality/Greenhouse Gas EmissionsAdam Poll, LEED AP BD+C Adam Poll is an environmental specialist with 12 years’ experience, trained in organizational greenhouse gas (GHG) accounting, which provided a thorough understanding of the Western Research Institute (WRI)/World Business Council for Sustainable Development (WBCSD) GHG Protocol Corporate Standard, while referring to the ISO 14064: Part 1 international standard for GHG inventories. Mr. Poll is experienced in GHG accounting principles, defining applications for GHG inventories, designing and development of GHG inventories, establishing GHG boundaries for an organization, identifying emission sources, tracking emissions over time, recalculations, establishing a base year, setting GHG reduction targets, inventory quality management, preparing a GHG inventory report, and preparing for verification. Education University of California, Santa Barbara BA, Environmental Studies BA, Geography Certifications LEED AP BD+C, No. 10364581 International Organization for Standardization (ISO), No. 14001, Lead Auditor Qualified Environmental Professional (QEP), No. 03120007 Professional Affiliations Air and Waste Management Association C-28 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 28 D / Staff Qualifications and Experience Historic Building ResourcesSarah Corder, MFA Sarah Corder is an architectural historian with 18 years’ experience throughout the United States in all elements of cultural resources management, including project management, intensive-level field investigations, architectural history studies, and historical significance evaluations in consideration of the California Register of Historical Resources, the National Register of Historic Places, and local-level evaluation criteria. Ms. Corder has conducted hundreds of historical resource evaluations and developed detailed historic context statements for a multitude of property types and architectural styles, including private residential, commercial, industrial, educational, and agricultural properties. She has also provided expertise on numerous projects requiring conformance with the Secretary of the Interior’s Standards for the Treatment of Historic Properties. Ms. Corder meets the Secretary of the Interior’s Professional Qualification Standards for both Architectural History and History. She has experience preparing environmental compliance documentation in support of projects that fall under CEQA/NEPA, and Sections 106 and 110 of the National Historic Preservation Act. Education Savannah College of Art and Design MFA, Historic Preservation Bridgewater College BA, History Professional Affiliations National Trust for Historic Preservation Los Angeles Conservancy California Preservation Foundation Society for Architectural Historians Heather McDevitt is an archaeologist and cultural resources lead with 13 years’ cultural resource management (CRM) experience throughout California and Baja California. Ms. McDevitt has served as a field supervisor, lab director, principal investigator and project manager on Phase I, Extended Phase I, Phase II, and Phase III projects conducting surveys, testing, site significance evaluations and recordation, data recovery and laboratory analysis. Ms. McDevitt’s professional experience in CRM provides significant knowledge and practical experience with state and federal regulations such as NEPA, Section 106 of the National Hictoric Preservation Act, and CEQA. Ms. McDevitt has also served as an adjunct professor at community and state institutions for courses in physical and cultural anthropology, archaeology, and GIS. Education California State University, Northridge MA, Public Archaeology BA, Anthropology Certifications Registered Professional Archaeologist (RPA) GIS Professional Certificate HAZWOPER Training, Hydrogeologic Professional Affiliations American Anthropological Association American Institute of Archaeology California Geographical Society Pacific Coast Archaeological Association Society for American Archaeology Society for California Archaeology Cultural ResourcesHeather McDevitt, RPA C-29 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 29 D / Staff Qualifications and Experience Jonathan Leech is an acoustician with 35 years’ environmental planning experience, including environmental research, impact assessment, field research, and land use analysis. Mr. Leech has more than a decade of focused experience in noise assessments, including exterior and interior noise exposure studies for single family homes, as well as large-scale evaluations of proposed subdivisions and specific plan projects, for inclusion in EIRs or negative declarations. Mr. Leech has also performed noise evaluation of commercial and industrial sources and provided noise monitoring during construction for compliance with project conditions and noise ordinance restrictions. Mr. Leech has experience in environmental noise assessment, commercial/ industrial noise evaluation, title 24 interior space noise isolation, transportation noise constraint analysis, air quality planning, land development permit processing, CEQA procedures for public agencies, environmental planning and impact analysis, specific plan and master plan development, general plan elements, master environmental assessments, and water resource development and management. Education University of California, Santa Barbara BA, Environmental Studies/Geology Pennsylvania State University, Coursework in Graduate Acoustics Program Certifications AICP PG, CA No. 2011 Professional Affiliations APA, AEP Noise AnalysisJonathan Leech, AICP, INCE, PG Mobility and ParkingDennis Pascua Dennis Pascua is a senior transportation planner and Dudek’s transportation services manager with 28 years’ experience in transportation planning/ engineering in Southern California. Mr. Pascua has successfully managed a variety of projects for local agencies and private developers, including traffic and circulation impact analyses and parking demand studies in both highly urbanized and rural areas. He is highly experienced with CEQA/NEPA and transportation topics and policies surrounding active transportation, context sensitive solutions, and complete streets throughout California. Mr. Pascua also offers an international perspective, having managed transportation planning projects in the Philippines, Japan, and the United Arab Emirates. Education University of California, Irvine BA, Social Ecology (Environmental Analysis and Design) Professional Affiliations APA, AEP Institute of Transportation Engineers Orange County Traffic Engineering Council C-30 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 30 D / Staff Qualifications and Experience Geographic Information SystemsChristopher Starbird Christopher Starbird is a geographic information systems (GIS) analyst with 17 years’ experience in environmental projects for municipal, regional, and federal public agencies and non-profit organizations. Mr. Starbird uses the latest in mapping software from the Environmental Systems Research Institute (ESRI). His skills include database design, spatial analyses, three-dimensional (3D) modeling with shade and shadow analysis, glint and glare analysis, interactive web development and design, web-based mapping, and high-quality cartographic design. Mr. Starbird has completed course work in the areas of computer programming, GIS, cartography, and field techniques in geographic research, web- based interactive map presentation, and digital graphics design. Education University of California, Santa BarbaraBA, Geography C-31 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 31 D / Staff Qualifications and Experience Joan Isaacson is a principal at Kearns & West and brings more than 25 years’ Joan Isaacson is a Principal at K&W and brings more than 25 years’ experience in community engagement, stakeholder facilitation, and urban and environmental planning across Southern California, including the Santa Clarita area. At the core of her work is a commitment to formulating the best facilitation and engagement strategy where participants’ input informs recommendations and their fingerprints on the outcomes are visible. Ms. Isaacson has led successful public involvement programs and advisory groups for a number of urban planning and design projects across Southern California, including historic Main Streets of smaller communities to the downtowns of Los Angeles and San Diego. Many of her projects have integrated and accomplished multi-benefit policies for revitalization and infill development, transit-oriented development, mobility and active transportation, equity, economic repositioning, climate action and resiliency, parks and civic facilities, brownfields, and CEQA review. Her knowledge of planning issues and municipal decision-making lead to engagement processes where communities shape and form their futures. Ms. Isaacson’s strategy-based project approach, incorporating public involvement principles and values, typically includes a mix of focus groups, advisory committees, stakeholder interviews, customized website dialogue platforms, online and telephone surveys, pop-up outreach, public workshops and open houses, webinars, success story campaigns, storytelling, educational videos and newsletters, and media monitoring. She also has special expertise in conducting multilanguage and multicultural community engagement and has a proven track record in meaningfully involving disadvantaged and environmental justice communities in local planning processes. Education San Diego State University MA, Geography CSU Fullerton BS, Psychology Professional Affiliations APA Lambda Alpha Honorary Land Use Economics Society Public OutreachJoan Isaacson Kearns & West C-32 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 32 D / Staff Qualifications and Experience With over 15 years’ experience in land use economics, Mr. Harris provides clients with market demand and feasibility studies, mixed-use programming recommendations, financial analysis, economic and fiscal impact assessments, and economic development strategies. He also has vast experience with both fiscal/economic impact analysis. Mr. Harris has created a variety of fiscal models and provided economic impact analysis at the city, county, state, and national level. His broad range of experience working with cities, counties, redevelopment agencies, land planning/urban design firms, and real estate development interests allows him to effectively evaluate projects from both the private and public perspective. Education University of Southern California MA, Urban Planning Trinity College BA, Political Science Professional Affiliations APA Market AnalysisLance Harris Pro Forma Advisors Jenna Tourjé is a Director at K&W with 13 years’ experience in neighborhood capacity building, community engagement, and urban planning. She is passionate about partnering with communities on the path to creating healthy, whole, and equitable places, where people love where they live and have a voice and a stake in the future. Ms. Tourjé has led outreach and planning projects in suburban communities where infill development on Main Streets and town centers makes and shapes a community. Many of her projects involve multipronged strategies that bridge virtual and in-person engagement activities, connecting stakeholders to decision- making processes in tangible ways. Ms. Tourjé’s unique expertise informs each one of her projects. She loves place-based projects that connect neighbor to neighbor. Ms. Tourjé is part of the K&W Collaborative Technology Team and works with clients to implement digital engagement to connect people and place. As a planning commissioner and urban planner, Ms. Tourjé understands city decision- making processes and how to engage community voice in shaping outcomes. She has led outreach for urban planning and design projects, including transit- oriented development projects in Los Angeles County and across the country, specific plans, general plans, infill development, economic development, and active transportation. Education University of California, Irvine MURP, Urban and Regional Planning BA, International Relations Certifications AICP Professional Affiliations APA International Association of Public Participation Public OutreachJenna Tourjé Kearns & West C-33 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 33 3 / Consultant Experience / DudekD / Staff Qualifications and Experience REFERENCE PROJECTS Housing Incentive Overlay Zone, Form-Based Code, and Environmental Impact Report Client: City of Fullerton Client Reference: Heather Allen, Planning Manager; 714.738.6884; heather.allen@ cityoffullerton.com Period of Performance: July 2020–Ongoing Key Dudek Staff: Gaurav Srivastava, Project Manager; Catherine Tang Saez, Senior Urban Designer; Nicole Cobleigh, EIR Project Manager To address housing affordability and scarcity, the City of Fullerton is utilizing California’s SB 2 grant funds to streamline housing production in the city. Dudek is cur- rently developing a Housing Incentive Overlay plan for 15 separate clusters of non-residential parcels citywide. The plan evaluates the feasibility of residential development on these parcels and establishes the development standards along with market-tested inclusionary goals to incentivize housing production. Dudek is also preparing the EIR and supporting technical studies for the Overlay zone. The overlay zone will rely on a hybridized approach to development standards by incorporating the easy-to- understand guidance of Euclidian zoning and layering in the design aspirations of form-based code. The Dudek team and its key staff members have extensive experience providing urban design and planning services, economic and market analyses, and public outreach and facilitation services to clients for development, infill, and revitalization projects throughout the western United States. We have worked closely with cities to develop specific plans, general plan updates, zoning updates, form- based codes, development standards, and the associated environmental studies and documentation. Additionally, the Dudek team has collaborated with municipalities to develop comprehensive community engagement pro- grams to solicit input from residents, business owners, and other stakeholders regarding downtown revitalization and development plans. Our team has an extensive portfolio of preparing plans and visions for downtown cores and corridors; analyzing financial feasibility and real estate opportunities; exam- ining transit, mobility, and parking; and leading multijuris- dictional public outreach in diverse communities. On the following pages, we provide a representative sample of relevant experience. C-34 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 34 3 / Consultant Experience / DudekD / Staff Qualifications and Experience Mira Mesa Transit Priority Area Planning and Community Plan Update Client: City of San Diego Client Reference: Alex Frost, Senior Planner; 619.236.6006; afrost@sandiego.gov Period of Performance: September 2018–Ongoing Key Dudek Staff: Gaurav Srivastava, Project Manager; Catherine Tang Saez, Senior Urban Designer Through an on-call contract with the City of San Diego’s Planning Department, Dudek is working with the City of San Diego on a transit priority area planning effort as part of the Mira Mesa Community Plan Update. Mira Mesa, at 10,500 acres and 80,000 residents, is the largest and most populous of San Diego’s 50 community plan areas. This effort includes corridor planning and conceptual urban design studies for four focus areas within the community. The studies test and illustrate new approaches to land use, development standards, and mobility improvements. Dudek also prepared an urban framework map, assisted with advisory committee meetings to educate and inform the public how urban design can be used in the public realm, provided examples of suburban retrofit concepts, and prepared electronic 3D urban design concept models for each of the four focus areas. Dudek is working closely with the City of San Diego to revitalize the focus areas and retrofit suburban shopping malls with transit- supportive uses and development typologies. Dudek is also preparing the EIR and supporting technical studies for this community plan update needs. C-35 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 35 D / Staff Qualifications and Experience Old Town Newhall Specific Plan Update Client: City of Santa Clarita Client Reference: Hai Nguyen, Associate Planner; 661.255.4365; hnguyen@santa-clarita.com Period of Performance: November 2019–Ongoing Key Dudek Staff: Gaurav Srivastava, Project Manager; Catherine Tang Saez, Senior Urban Designer; Nicole Cobleigh, EIR Project Manager Dudek is currently preparing an update to the Old Town Newhall Specific Plan which was originally adopted in 2005. Old Town Newhall is the historic core of the City of Santa Clarita and over the years has become a pedestrian-friendly shopping and dining district. Over the past 16 years, the Plan has succeeded in revitalizing Old Town Newhall, but some aspects of the Plan have not worked as intended. As a result, the City hired Dudek to update the Plan so that it can provide clearer regulations in addressing Old Town Newhall’s changing needs. The targeted plan updated aims to test new development types, simplify the existing form-based code, and extend the usability and legibility of the Specific Plan for the ongoing revitalization of Old Town Newhall over the next 20 years. The effort is funded via California’s SB 2 grant program. C-36 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 36 D / Staff Qualifications and Experience South Colton Livable Corridor Plan Client: Southern California Association of Governments and City of Colton Client Reference: Mark Tomich, Planning Director; 909.370.5185; mtomich@coltonca.gov Period of Performance: September 2018–June 2019 Key Dudek Staff: Gaurav Srivastava, Project Manager Dudek provided urban design, land use planning, market analysis, and community outreach services in support of the South Colton Livable Corridor Plan. South Colton is a mixed residential–industrial neighborhood adjacent to downtown Colton but separated by a rail corridor. Long disinvested, yet resilient, residents with few resources have used a do-it-yourself approach to neighborhood design combined with their imagination and resourcefulness to alter landscapes in ways that are intimate in scale and personal in nature. The South Colton Livable Corridor Plan aims to strengthen these grassroots tactical urbanist approaches and create guidelines and policies that will provide a regulatory framework for formalizing complete streets, creating amenities, inviting mixed-activity investment, and new housing. 2019 American Planning Award, Inland Empire Chapter Award of Merit in Urban Design AWARD C-37 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 37 D / Staff Qualifications and Experience Western Avenue Corridor Vision and Implementation Guidelines Client: City of Rancho Palos Verdes and the Southern California Association of Governments (SCAG) Client Reference: Joel Rojas, former Planning Director for the City of Rancho Palos Verdes, current Director of Development Services at the City of San Juan Capistrano; 949.234.4410; jrojas@sanjuancapistrano.org Period of Performance: July 2020–Ongoing Key Dudek Staff: Gaurav Srivastava, Project Manager; Catherine Tang Saez, Senior Urban Designer In 2012, the City of Rancho Palos Verdes and Council District 15 of the City of Los Angeles embarked on a joint community-led effort, funded by SCAG, to improve Western Avenue for residents, businesses, and visitors alike. Western Avenue is the primary corridor of the South Bay, Palos Verdes Peninsula, and San Pedro communities. While with AECOM, Mr. Srivastava managed a study that focused on a 2-mile segment that has historically provided services, amenities, connectivity, and residential opportunities to the region. The message heard resoundingly from stakeholders and the community was to improve storefronts, quality of the public realm, and perception of the corridor. Stakeholders were also concerned that the corridor appeared dated, with its patterns of development representing a time and approach long past, an overly auto oriented with a notably poor pedestrian experience. Mr. Srivastava led the development of design guidelines via a follow-on contract with SCAG. The guidelines provided a regulatory framework and guidance for new developments to be consistent with the vision plan. The core recommendation of the Vision Plan was to update the nature of development along the corridor and to reverse the relationship that buildings and surface parking have with the street. In addition, the plan recommended phased strategies to elevate Western Avenue into a complete street, where the needs of all users (e.g., auto, pedestrian, bicycle, transit) are equally met. C-38 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 38 PROJECT SCHEDULEESTANDARDS & REGULATIONS A.1:DATA GATHERING, SITE CONFIRMATION, AND LITERATURE REVIEW 8 MONTHS PHASE 18 MONTHS PHASE PHASE 3 MONTHS3 MONTHS DATA & ANALYSIS CEQA 3 VISIONING WORKSHOP21 F.2: PROJECT SCHEDULE TASK F : PROJECT MANAGEMENT PHASE ADOPTION & IMPLEMENTATION 4 C.1: OUTREACH PLAN 4 MONTHS SEPTEMBER 2021NOVEMBER 2021FEBRUARY 2022OCTOBER 2022FEBRUARY 2023KICKOFFFINAL ADOPTIONF.1:KICKOFF MEETING F.3: PROJECT COORDINATION E.2:PROGRAM-LEVEL TECHNICAL ANALYSES E.3:ADMINISTRATIVE DRAFT PEIR E.4:PUBLIC REVIEW FINAL PEIR C.3: COMMUNITY EVENTS C.2: TARGETED KEY STAKEHOLDER OUTREACH A.2:BEST PRACTICES AND EMERGING TRENDS A.3: SITE CONFIRMATION TASK A : RESEARCH & ANALYSIS PUBLIC HEARINGSOPTIONAL A.4:MARKET ANALYSIS ALTERNATIVES WORKSHOPOPTIONAL A.5:PROFORMA ANALYSIS TASK B : MIXED-USE OVERLAY ORDINANCE TASK C : WESTERN AVE SP & GENERAL PLAN UPDATE C.1: REVIEW C.2:DRAFT AND FINAL UPDATES TASK D : PUBLIC PARTICIPATION AND OUTREACH E.5:FINAL PEIR, RESPONSE TO COMMENTS, MMR E.6:FINDINGS OF FACT, OVERRIDING CONSIDERATION TASK E : PREPARE ENVIRONMENTAL DOCUMENTS F.4: COUNCIL & PLANNING COMMISSION MEETINGS E.1: INITIAL STUDY, NOP AND SCOPING MEETING OPTIONAL E.7:CULTURAL SURVEY & REPORT Figure 5. Proposed Project Schedule C-39 P221656 (Mixed‐Use Overlay Zoning District ) ‐ Contract versionCity of Rancho Palos VerdesMixed-Use Overlay Zoning District - Revised Cost EstimateDudek - 9/7/2021Project Team Role:Project ManagerSr. Urban Designer PlannerEIR Project ManagerEnvironmental AnalystAir Quality/GHG/Energy Analyst Specialist IIIEnvironmentalPlannerNoise AnalysisLeadTransportationAnalysis Lead GIS AnalystPublications Specialist OutreachDevelopment FeasibilityTeam Member:Gaurav SrivastavaCatherine Tang Saez Analyst III Nicole CobleighBrandon Whalen-Castellanos Adam Poll Sarah CorderHeather McDevitt Jonathan Leech Dennis PascuaChristopher StarbirdChelsea Ringenback Kearns & West Proforma AdvisorsBillable Rate:$230.00 $160.00 $100.00 $230.00 $100.00 $180.00 $160.00 $170.00 $245.00 $245.00 $160.00 $95.00 FeeFeeTask A Research & AnalysisA.1 Data Gathering and Literature Review4164060 $7,480.00$120.00 $7,600.00A.2 Best Practices and Emerging Trends4162444 $5,880.00$5,880.00A.3 Site Confirmation4402468 $9,720.00$9,720.00A.4 High-level Development Feasibility$7,000.00$7,000.00Subtotal Task A 127288172 $23,080.00$120.00 $30,200.00Task B Mixed-Use Overlay OrdinanceB.1 Draft and Final Ordinance20120160300 $39,800.00$39,800.00Subtotal Task B 20120160300 $39,800.00$39,800.00Task C Western Avenue Specific Plan and General Plan UpdateC.1 Review of Existing Plans481628 $3,800.00$3,800.00C.2 Draft and Final Updates840160208 $24,240.00$24,240.00Subtotal Task C 1248176236 $28,040.00$28,040.00Task D Public Participation & OutreachD.1 Outreach Plan246 $1,100.00 $3,600.00$4,700.00D.2 Targeted Stakeholder Outreach8412 $2,480.00 $6,400.00$240.00 $9,120.00D.3 Community Events8404088 $12,240.00 $20,300.00$3,000.00 $35,540.00Subtotal Task D 184840106 $15,820.00$3,240.00 $49,360.00Task E Prepare Environmental DocumentsE.1 Initial Study, NOP, and Scoping Meeting3240424 100 $14,280.00$750.00 $15,030.00E.2 Program-level Technical Studies68060608214 $46,460.00$46,460.00E.3 Admin Draft PEIR40140168204 $27,200.00$27,200.00E.4 Public Draft PEIR408040 160 $21,000.00$500.00 $21,500.00E.5 Final PEIR & MMRP326016 108 $14,880.00$200.00 $15,080.00E.6 Findings of Fact & Statement of Overriding Considerations832848 $5,800.00$5,800.00Subtotal Task E158352801660602088 834 $129,620.00$1,450.00 $131,070.00Task F Project ManagementF.1 Kickoff Meeting44412 $2,480.00$120.00 $2,600.00F.2 Project Schedule426 $1,380.00$1,380.00F.3 Project Coordination721634122 $26,940.00$600.00 $27,540.00Subtotal Task F 802040140 $30,800.00$720.00 $31,520.00Total Hours 1423084641983528001660602088 1788Total $32,660.00 $49,280.00 $46,400.00 $45,540.00 $35,200.00 $14,400.00 $0.00 $2,720.00 $14,700.00 $14,700.00 $3,200.00 $8,360.00$267,160.00 $30,300.00 $7,000.00 $5,530.00 $309,990.00Percent of Hours (Base) 8%17%26%11%20%4%0%1%3%3%1%5%TOTAL FEEDudek Labor Hours and RatesSubconsultant FeesTOTAL DUDEK HOURSDUDEK LABOR COSTSOTHER DIRECT COSTS Dudek Project Budget Created 9/7/20211:09 PMPage 1 of 1C-40 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 40 QUALITY CONTROL PLANGSenior Technical Oversight and Administrative Management Project Manager, Mr. Srivastava, will manage clear communi- cation and cooperation with City staff. Dudek will kick off the project with a partnering session. More than a kickoff meet- ing, the session will be structured with multiple purposes: to understand City expectations and goals; discuss the work plan, schedule, and relevant issues and concerns; review and learn about concurrent and related studies and plans; discuss roles and responsibilities; agree upon a schedule for ongoing meetings; and confirm appropriate contacts. At the partnering session, a focused discussion on com- munity engagement will also occur to outline the goals of the outreach effort, identify potential stakeholders, discuss tools and techniques, and map public events. By gaining a clear understanding of the City’s expectations at the proj- ect outset, Dudek will avoid rework and delays, delivering a plan that explicitly responds to the City’s needs. Further, the partnering session provides the project team a forum to share aspirations and establish relationships that will last through the life of the project. We use “check-in meetings” with our project teams to allo- cate resources properly and according to the City’s sched- ule constraints. The Dudek team will identify commonalities and areas where information sharing can reduce the time, budget, or work needed to produce deliverables. Continuous Communication Mr. Srivastava will place a high priority on a continuous flow of information, data, instructions, and guidance. He will maintain regular communication with the City in the following ways: • Serving as the single point of contact; • Regularly calling or emailing the City’s key contact to discuss milestones, activities, and potential issues; • Holding regular project management meetings with key project staff to coordinate work efforts, monitor task completion, and review budget conformance; • Updating, as necessary, the project description, schedule, work progress reports, and inventories of available data so that all team members are aware of information that may affect their work products and schedules; and • Coordinating with City staff at strategic junctures for public input. Cost and Schedule Control Mr. Srivastava will employ a variety of computerized project management systems to oversee project costs and schedule. Additionally, he will use project team meetings to maintain continuous communication and to closely monitor cost and schedule performance. Document Control The Dudek team’s quality assurance/quality control program involves senior staff review of technical documents com- bined with the services of our technical editors and publica- tions department to produce high-quality documents done right the first time. Our in-house staff review work products for completeness, accuracy, and coordination in accordance with internal quality assurance/quality control guidelines. At the outset of the project, the Dudek technical editing group will create a project-specific style guide to maintain consistency of the terms and nomenclature used in project documents. This style guide will be shared with the City to verify that it meets the City’s expectations for style and terms. Draft written work products will be subject to a technical editorial review following the agreed-upon style guide and will be formatted by the Dudek publications staff. C-41 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 41 ACCEPTANCE OF CONDITIONSHDudek has reviewed the City’s Request for Proposals (RFP) and Professional Services Agreement (PSA), and we accept all conditions listed in the RFP and PSA with the below exception to the PSA. The performance standard used in Article 1, Section 1.1 is subjective, and we offer the following revised language. 1.1 Scope of Services. In compliance with all terms and conditions of this Agree- ment, the Consultant shall provide those services speci- fied in the “Scope of Services”, as stated in the Proposal, attached hereto as Exhibit “A” and incorporated herein by this reference, which may be referred to herein as the “services” or “work” hereunder. As a material inducement to the City entering into this Agreement, Consultant represents and warrants that it has the qualifications, experience, and facilities necessary to properly perform the services required under this Agreement in a thorough, competent, and professional manner, and is experienced in performing the work and services contemplated herein. Consultant shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all services described herein. Consultant covenants that it shall perform with the skill and care ordinarily exercised by members of the same profession practicing under similar circumstances. Consultant covenants that it shall follow the highest professional standards in performing the work and services required hereunder and that all materials will be both of good quality as well as fit for the purpose intended. For purposes of this Agreement, the phrase “highest pro- fessional standards” shall mean those standards of practice recognized by one or more first-class firms performing similar work under similar circumstances. The proposal will remain valid for 90 days from the date of submittal. C-42 Dudek Proposal for THE CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT | 42 APPENDIX A SUPPORTING PERSONNEL RESUMES C-43 Page 1 Gaurav Srivastava, AICP Urban Design Director Gaurav Srivastava (GORE-uv shree-VOSS-thuv; he/him) is an urban designer with 19 years’ experience. Mr. Srivastava leads Dudek’s urban design practice and has authored plans that range from grassroots neighborhood visions to comprehensive downtown redevelopments. His award-winning work, for both private and public-sector clients, is driven by twin passions: to reduce the footprint of human habitation via compact redevelopment of city centers, and to always reinforce the importance of the pedestrian experience as the defining experience of cities. Mr. Srivastava is adept at faciliating workshops and shaping discussions before a variety of audiences. He is an accomplished project manager and experienced at directing complex, multidisciplinary teams. In addition, Mr. Srivastava serves as a visiting lecturer and teaches urban design at the University of California, Los Angeles’ Luskin School of Public Affairs. Relevant Project Experience HHoouussiinngg IInncceennttiivvee OOvveerrllaayy ZZoonnee,, CCiittyy ooff FFuulllleerrttoonn,, CCaalliiffoorrnniiaa.. Project manager for a citywide effort to analyze and test the feasibility of new multi-family residential developments on Fullerton parcels currently zoned for non-residential uses. The Housing Incentive Overlay Zone Plan is funded via California Senate Bill 2 grant funds and aims to facilitate and incentivize the production of housing within the city. Integral to the planning effort is a capacity-building exercise that aims to educate and inform a group of Fullerton stakeholders, the “Housing Champions,” of the economic and regulatory landscape of housing policy. OOlldd TToowwnn NNeewwhhaallll SSppeecciiffiicc PPllaann,, CCiittyy ooff SSaannttaa CCllaarriittaa,, CCaalliiffoorrnniiaa.. Project Manager for Specific Plan update for Newhall, the historic core of the City of Santa Clarita. The targeted Plan update aims to test new development types, simplify the existing form-based code, and extend the usability and legibility of the Plan. CCiittyywwiiddee CCoommpplleettee SSttrreeeettss PPllaann,, CCiittyy ooff BBuurrbbaannkk,, CCaalliiffoorrnniiaa.. Project manager, preparing ongoing Citywide Complete Streets Plan called the Complete Our Streets Plan (www.CompleteOurStreets.com). With a strong focus on urban design and the city’s built form, the plan analyzes the entire city street network and proposes improvements through prioritized projects to address the needs of street users of all modes, ages, and abilities, including pedestrians, bicyclists, individuals with disabilities, transit users, and automobile users. MMiirraa MMeessaa CCoommmmuunniittyy PPllaann UUppddaattee,, SSaann DDiieeggoo,, CCaalliiffoorrnniiaa.. Urban Design lead for a City of San Diego transit- priority plan effort as part of the Mira Mesa Community Plan Update. Mira Mesa, at 10,500 acres and 80,000 residents, is the largest and most populous of San Diego’s 50 community plan areas. This effort includes corridor planning and conceptual urban design studies for four focus areas within the community. The studies test and EEdduuccaattiioonn Massachusetts Institute of Technology MCP, City Planning School of Planning and Architecture, Delhi BArch, Architecture CCeerrttiiffiiccaattiioonnss American Institute of Certified Planners (AICP) PPrrooffeessssiioonnaall AA ffffiilliiaattiioonnss American Planning Association ULI Rose Center for Public Leadership, Faculty Advisor Gaurav Srivastava C-44 Page 2 illustrate new approaches to land use, development standards, and mobility improvements to revitalize the focus areas and retrofit suburban shopping malls with transit-supportive uses and development typologies. SSoouutthh CCoollttoonn LLiivvaabbllee CCoorrrriiddoorrss PPllaann,, CCoollttoonn,, CCaalliiffoorrnniiaa.. Project Manager for urban design, land use planning, market analysis, and community outreach services in support of the South Colton, a long-standing Latino working- class neighborhood in Colton, California. Residents with few resources have used their imagination and resourcefulness to alter landscapes in ways that are intimate in scale and personal in nature. The Plan aims to strengthen these grassroots tactical urbanist approaches and create guidelines and policies that will provide a regulatory framework for formalizing a DIY approach to neighborhood amenities and improvements. SSkkiidd RRooww aanndd CCeennttrraall CCiittyy EEaasstt VViissiioonn PPllaann,, CCiittyy ooff LLooss AAnnggeelleess,, CCaalliiffoorrnniiaa.. Central City East lies in the heart of downtown Los Angeles, adjacent to and overlapping Skid Row, the nation’s largest cluster of homelessness. The plan addresses a growing concern, “how does a downtown industrial district address the dramatic changes that are occurring at its doorstep, while also being subject to long-standing policies that make it the primary location of homeless services for the entire region?” Relevant Previous Experience MMiiccrroossoofftt CCaammppuuss MMaasstteerr PPllaann,, CCiittyy ooff RReeddmmoonndd,, WWaasshhiinnggttoonn.. Served as urban design lead for the proposed redevelopment of Microsoft’s Redmond headquarters, which is globally associated with the firm’s origins and success. The bike-and-walk-only master plan manifests Microsoft’s vision for its physical legacy, its aspirations for the built environment, and the programmatic requirements of its business operations. The development program proposes three million square feet of new construction spread over 18 new buildings on a 72-acre site. VViissiioonn DDoowwnnttoowwnn,, CCiittyy ooff LLooss AAnnggeelleess,, CCaalliiffoorrnniiaa.. Directed Vision Downtown, an effort that provides guidance to the Downtown Los Angeles Neighborhood Council (DLANC) board as it performs a review and advisory role for projects within its jurisdiction. The DLANC is the first Neighborhood Council in Los Angeles that has sought to craft its own vision for the future. Part vision and part manifesto, Vision Downtown provides a community-endorsed set of goals that offer input to City leaders and assembles in one place a comprehensive set of aspirations that embody the vision of this generation of the Downtown community. SSuunnsseett SSttrriipp SSppeecciiffiicc PPllaann UUppddaattee,, WWeesstt HHoollllyywwoooodd,, CCaalliiffoorrnniiaa.. Led the effort to update the existing Specific Plan with new standards and guidelines for off-site signs on the Sunset Strip (i.e., billboards, tall walls, and digital signs). The Strip is arguably the most iconic urban boulevard on the west coast, if not the entire United States. Situated entirely within the City of West Hollywood, it is the epitome of a bright-lights, big-signs corridor. The Strip has a long-established tradition of innovative signage, while simultaneously also creating value for property owners. TTrraannssiitt--sseerrvveedd HHoouussiinngg CCaappaacciittyy AAnnaallyyssiiss,, LLooss AAnnggeelleess,, CCaalliiffoorrnniiaa.. Led a research study for the Mayor’s Office and C40 Cities to analyze the ability of the City to expand its housing supply within transit-served areas and proposed facilitating housing policy revisions. Los Angeles has a population of about 4 million residents, expected to grow by 500,000 people over the next 20 years. Fewer than half of the City’s residents live within a quarter of a mile of a Major Transit Stop. Awards Planning Award, American Planning Association – Los Angeles Chapter, 2017 for Vision Downtown Los Angeles Planning Award, American Planning Association – Los Angeles Chapter, 2010 for Park 101 Freeway cap Urban Design Award, American Planning Association – Inland Empire Chapter, 2020 for South Colton Livable Corridor Plan C-45 Page 1 Catherine Tang Saez, AICP Senior Urban Designer Catherine Tang Saez is a senior urban designer and certified planner with 14 years’ experience in urban design, urban planning, and architecture. Ms. Saez works at the intersection of design and policy to create vibrant, sustainable, and healthy communities. Ms. Saez specializes in preparing site feasibility studies, community vision plans, new city master plans, transit-oriented development plans, streetscape plans, complete street plans, Specific Plans, design guidelines, themed entertainment master plans, and office master plans. In addition, Ms. Saez currently serves as adjunct instructor for the executive master of urban planning degree at the USC Sol Price School of Public Policy. Relevant Project Experience HHoouussiinngg IInncceennttiivvee OOvveerrllaayy ZZoonnee aanndd DDeevveellooppmmeenntt SSttaannddaarrddss,, CCiittyy ooff FFuulllleerrttoonn,, CCaalliiffoorrnniiaa.. Serving as urban designer to develop a housing incentive overlay zone plan for 15 separate clusters of non-residential parcels citywide. The plan evaluates the feasibility of residential development on these parcels and establishes the development standards along with market-tested inclusionary goals. (2020–Present) MMiirraa MMeessaa CCoommmmuunniittyy PPllaann UUppddaattee,, CCiittyy ooff SSaann DDiieeggoo,, CCaalliiffoorrnniiaa.. Serving as urban designer to update the Mira Mesa Community Plan for the City of San Diego, a transit-priority effort. Mira Mesa, at 10,500 acres and 80,000 residents, is the largest and most populous of San Diego’s 50 community plan areas. This effort includes corridor planning and conceptual urban design studies for four focus areas within the community. The studies test and illustrate new approaches to land use, development standards, and mobility improvements to revitalize the focus areas and retrofit suburban shopping malls with transit-supportive uses and development typologies. (2019–Present) SSkkiidd RRooww aanndd CCeennttrraall CCiittyy EEaasstt VViissiioonn PPllaann,, CCeennttrraall CCiittyy EEaasstt AAssssoocciiaattiioonn,, LLooss AAnnggeelleess,, CCaalliiffoorrnniiaa.. Serving as urban designer to prepare a study and vision plan for Central City East, which lies in the heart of downtown Los Angeles and adjacent to and overlapping Skid Row, the nation’s largest cluster of homelessness. The plan addresses a growing concern: “How does a downtown industrial district address the dramatic changes that are occurring at its doorstep, while also being subject to long-standing policies that make it the primary location of homeless services for the entire region?” The plan focuses on land use, urban design, and economics—issues that are often placed on the back burner whenever the future of Central City East is discussed. (2015–Present) CCiittyywwiiddee CCoommpplleettee SSttrreeeettss PPllaann,, CCiittyy ooff BBuurrbbaannkk,, CCaalliiffoorrnniiaa.. Served as urban designer for the preparation of a complete streets plan for the City of Burbank called the “CompleteOurStreets Plan.” With a strong focus on urban design and the City’s built form, the plan analyzes the entirety of the City’s 280 centerline miles of streets and EEdduuccaattiioonn Harvard University MAUD, Urban Design University of Southern California BArch, Architecture CCeerrttiiffiiccaattiioonnss American Institute of Certified Planners (AICP) PPrrooffeessssiioonnaall AA ffffiilliiaattiioonnss American Planning Association Catherine Tang Saez C-46 Page 2 proposes improvements through prioritized projects to address the needs of street users of all modes, ages, and abilities, including pedestrians, bicyclists, transit riders, and motorists. Connectivity within Burbank’s urban core, disadvantaged communities, transit districts, and neighborhood schools is prioritized. For more information, visit www.CompleteOurStreets.com. (2018–2020) Relevant Prior Project Experience FFrreessnnoo HHiigghh--SSppeeeedd RRaaiill SSttaattiioonn DDiissttrriicctt MMaasstteerr PPllaann.. CCiittyy ooff FFrreessnnoo,, CCaalliiffoorrnniiaa.. Served as urban designer for the station-area master plan for the first high-speed rail station in the United States. Collaborated with a multi- disciplinary team to apply urban design, economic, transportation, historic preservation, and community outreach tools to develop a comprehensive guide to implement policy changes that will allow public and private development to reinvigorate the city’s downtown, capitalizing on the significant public interest and investment from the new high-speed rail line. (2015-2018) WWeesstt SSaannttaa AAnnaa BBrraanncchh SSttaattiioonn AArreeaa DDeessiiggnn CCoonncceeppttss,, EEccoo--RRaappiidd TTrraannssiitt,, LLooss AAnnggeelleess CCoouunnttyy,, CCaalliiffoorrnniiaa.. Served as urban designer for the transportation and land use study of five potential station locations (Cerritos, Cudahy, Downey, South Gate, and Santa Clarita) to support transit-oriented development along Metro’s proposed West Santa Ana Branch transit corridor. To facilitate transit-oriented, mixed-use developments at each of the station sites, the plans established land use and urban design frameworks for retail, office, housing, and recreational uses, including community youth soccer facilities. (2013–2015) LLiinnkkBBuurrbbaannkk//BBoobb HHooppee AAiirrppoorrtt AArreeaa LLaanndd UUssee SSttuuddyy,, CCiittyy ooff BBuurrbbaannkk,, CCaalliiffoorrnniiaa.. Served as urban designer for the comprehensive transit-themed master plan for 540 acres of airport-adjacent industrial land in Burbank, California. The plan extends the traditional understanding of transit-oriented development by including air travel as a key component of transit networks. The study explores how best to leverage the assets of transit and airport- adjacency and position the area as a precedent-setting cluster of transit-industrial flex use. (2013–2014) VViissiioonn DDoowwnnttoowwnn,, CCiittyy ooff LLooss AAnnggeelleess,, CCaalliiffoorrnniiaa.. Served as urban designer for Vision Downtown, an effort that provides guidance to Downtown Los Angeles Neighborhood Council’s board as it performs a review and advisory role for projects within its jurisdiction. The Downtown Los Angeles Neighborhood Council is the first Neighborhood Council in Los Angeles that has sought to craft its own vision for the future. Part vision and part manifesto, Vision Downtown provides a community-endorsed set of goals that offer input to City leaders and assembles in one place a comprehensive set of aspirations that embody the vision of this generation of the Downtown community. (2013–2014) WWeesstteerrnn AAvveennuuee VViissiioonn PPllaann aanndd IImmpplleemmeennttaattiioonn GGuuiiddeelliinneess,, CCiittyy ooff RRaanncchhoo PPaallooss VVeerrddeess,, CCaalliiffoorrnniiaa.. Served as urban designer for the development of private development and public realm improvement guidelines for the 2.3- mile segment of Western Avenue. The plan recommended phased strategies to elevate Western Avenue into a complete street, where the needs of all users (e.g., auto, pedestrian, bicycle, transit) are equally met and the auto- oriented nature of development along the corridor is reversed. (2012–2013) Awards Planning Award, American Planning Association – Los Angeles Chapter, 2017 for Vision Downtown Los Angeles C-47 Page 1 Nicole Cobleigh Senior Project Manager Nicole Cobleigh is a senior project manager with 22 years’ professional experience in environmental planning and land use development in Southern California. Ms. Cobleigh manages all phases of the project planning and environmental review process, including budget allocations and monitoring, project team and subconsultant oversight, scheduling, presentations at hearings, and public outreach. She has produced numerous California Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA) documents, including environmental impact reports (EIRs); environmental impact statements (EISs); and technical reports for visual resources and aesthetics, cultural resources, and other environmental resources. Ms. Cobleigh applies her comprehensive understanding of policy, planning, and environmental issues to meet clients’ needs on a variety of projects. She has extensive experience working on complicated projects involving multiple regulatory agencies. Project Experience HHiillll aanndd CCoolloorraaddoo PPllaannnneedd DDeevveellooppmmeenntt PPrroojjeecctt EEIIRR,, CCiittyy ooff PPaassaaddeennaa,, CCaalliiffoorrnniiaa.. Managed the preparation of an EIR for a planned development consisting of two hotels on two separate parcels at the intersection of Hill Street and Colorado Boulevard. Key issues included consistency with the City of Pasadena’s General Plan and the East Colorado Specific Plan; impacts to existing historical buildings in the project vicinity; and the scale, height, and density of proposed development at this key intersection in the city. GGaarreeyy AAvveennuuee SSttrreeeettssccaappee PPrroojjeecctt,, CCiittyy ooff PPoommoonnaa,, CCaalliiffoorrnniiaa.. Dudek provided environmental support services to the Garey Avenue Streetscape Project. The streetscape project is located along an approximately 2-mile street of Garey Avenue extending south from Foothill Boulevard to Aliso Street. The project area is located within the City of Pomona’s adopted Corridor Specific Plan area and would implement identified Parkway Improvements within the Specific Plan. Dudek evaluated the project’s consistency with the adopted Corridor Specific Plan as well as the City of Pomona General Plan Update, Corridors Specific Plan, Active Transportation Plan, and Green Plan EIR. The project is consistent with what was previously envisioned and evaluated under CEQA. The project is also eligible for Class 1 and Class 4 exemptions under CEQA. Dudek prepared the Notice of Exemption and backup supporting documentation for this project. MMeerriiddiiaann SSoouutthh CCaammppuuss AAddddeennddaa,, MMaarrcchh JJPPAA,, CCaalliiffoorrnniiaa.. Managed the preparation of three (3) addenda to the 2003 March Business Center Supplemental Final EIR for projects located within the South Campus of the Specific Plan area. Addenda have focused on redistribution of traffic impacts resulting from shifting land uses on parcels within the South Campus. EEdduuccaattiioonn California Polytechnic State University, San Luis Obispo MCRP, City and Regional Planning, University of California, Los Angeles BA, Geography/Environmental Studies (Public Policy/Urban Planning Minor) PPrrooffeessssiioonnaall AAffffiilliiaattiioonnss Association of Environmental Professionals Nicole Cobleigh C-48 Page 2 CCaannyyoonn RReessiiddeenncceess PPrroojjeecctt EEIIRR,, TTrraammmmeellll CCrrooww RReessiiddeennttiiaall//CCoouunnttyy ooff LLooss AAnnggeelleess,, CCoouunnttyy ooff LLooss AAnnggeelleess,, CCaalliiffoorrnniiaa.. Managed the preparation of a project-level EIR for the construction of 775 for-lease residential units on 15.7 acres in Rowland Heights. Major issues addressed in the EIR included limited water availability, traffic impacts, height and aesthetic impacts, air quality and greenhouse gas emissions, land use consistency impacts associated with the creation of a new land use category in the Community Plan, and the incorporation of community concerns expressed at a contentious public scoping meeting and through the receipt of over 350 comment letters in response to the Notice of Preparation. CCaarrooll KKiimmmmeellmmaann SSppoorrttss aanndd AAccaaddeemmiicc CCaammppuuss EEIIRR,, CCoouunnttyy ooff LLooss AAnnggeelleess.. The Carol Kimmelman Foundation, in partnership with several other non-profit and business entities, is proposing to develop the Carol Kimmelman Sports and Academic Campus project in the City of Carson. The project site is owned by the County of Los Angeles yet located within the Carson city limits. The project would include 62 tennis courts, 10 soccer and multiuse fields, and a new learning and academic support center run by the Tiger Woods Foundation. Managing the preparation of technical reports and the EIR for this project. Key issues with this project include the dynamics between the City and County on the role of the lead agency, cumulative impacts associated with a neighboring development project, lighting impacts from field lighting, and noise, air quality and traffic impacts during operations. SSaanndd CCaannyyoonn RReessoorrtt PPrroojjeecctt EEIIRR,, CCiittyy ooff SSaannttaa CCllaarriittaa.. Located in the City of Santa Clarita, this project involves the redevelopment of a former golf course into a resort hotel project. Key issues associated with this project include potential impacts to sensitive biological resources, development within a Very High Fire Hazard Zone formerly subject to wildfire and mud and debris flows, and the rezoning of Open Space to Commercial within in a community sensitive to the loss of Open Space. Serving as the Project Manager for the Environmental Impact Report (EIR) and supporting technical analyses for the proposed project. 77881111 SSaannttaa MMoonniiccaa BBoouulleevvaarrdd EEIIRR,, CCiittyy ooff WWeesstt HHoollllyywwoooodd,, CCaalliiffoorrnniiaa.. Managing the preparation of an EIR for a hotel and residential 265,853-square-foot mixed-use development project along Santa Monica Boulevard in the City of West Hollywood. The project would involve the demolition of a fitness center and one multifamily residential structure and the construction of a new six-story building with 74 hotel rooms and 82 residential units. Ground floor commercial/restaurant use would also be included a part of the project. Key issues associated with this project include construction air quality, noise and traffic impacts to the Fountain Day School, which is located immediately to the north of the site and operates as a year-round preschool. 441177 NN.. MMaaddiissoonn AAvveennuuee PPrroojjeecctt,, CCiittyy ooff PPaassaaddeennaa,, CCaalliiffoorrnniiaa.. Ms. Cobleigh managed the preparation of an IS/mitigated negative declaration (MND) for a residential infill project in the City of Pasadena. The project would involve the construction of 39 residential units within a multifamily, high-density residential area of the City. The use is permitted by right; however, the minimum required set back requires a minor variance from the City so an expedited IS/MND is being prepared for the project. MMaarrrriiootttt RReessiiddeennccee IInnnn PPrroojjeecctt EEIIRR,, CCiittyy ooff PPaassaaddeennaa,, CCaalliiffoorrnniiaa.. Managed the preparation of an EIR for an extended-stay hotel project. The hotel will have 144 rooms in a five-story, 94,000-square-foot building. Key project issues included traffic and circulation, air quality and noise impacts associated with the project site’s proximity to Interstate 210, land use compatibility, proximity to historical resources and an historical district, and visual and aesthetic impacts. GGrreeeenn HHootteell AAppaarrttmmeennttss EEIIRR,, CCiittyy ooff PPaassaaddeennaa,, CCaalliiffoorrnniiaa.. OOvveerrssaaww the preparation of an EIR for a proposed six- story commercial and residential infill project, providing 5,000 square feet of commercial/retail space and 64 residential units. The project is adjacent to the existing National Register-listed Green Hotel Apartments and Castle Green. Key issues included impacts to historical resources, views and aesthetics, traffic and circulation, and air quality and noise impacts associated with the project site’s proximity to sensitive land uses. C-49 Page 1 Brandon Whalen-Castellanos Environmental Planner Brandon Whalen-Castellanos (BRAN-din WAY-len CAS-tay-AN-yos; he/him) is an environmental planner with 4 years’ experience in environmental planning, entitlements, and policy planning. Mr. Whalen-Castellanos focuses on the preparation of California Environmental Quality Act (CEQA) documents, including initial studies, mitigated negative declarations (MNDs), environmental impact reports (EIRs), and sustainable communities environmental assessments. He is skilled in tackling unique CEQA challenges and is an effective analyst and writer. Project Experience SSaanndd CCaannyyoonn RReessoorrtt PPrroojjeecctt,, CCiittyy ooff SSaannttaa CCllaarriittaa,, CCaalliiffoorrnniiaa.. Served as an environmental planner for the project, which proposed the replacement of existing open space with a new resort and spa consisting of a hotel; villas; ballrooms, meeting rooms, and restaurants; and outdoor recreation. The project required an amendment to the general plan and a zone change. Major environmental issues included project site conditions under existing “very high fire hazard severity zone” designation. Assisted in the analysis of EIR sections. LLAA MMootteell CCoonnvveerrssiioonn PPrroojjeecctt,, BBrriilllliiaanntt CCoorrnneerrss,, LLooss AAnnggeelleess,, CCaalliiffoorrnniiaa.. Served as an environmental planner for the project, which involved the conversion of the existing motel into supportive housing for individuals experiencing homelessness. The project involved interior renovations to accommodate supportive services within a new transitional housing facility. No expansion to the existing buildings on site enabled the compliance of Senate Bill 450 (2019, Umberg), which statutorily exempts projects related to the conversion of a motel to supportive or transitional housing from CEQA. Drafted a memorandum supporting the exemption. PPaacciiffiicc CCooaasstt CCoommmmoonnss SSppeecciiffiicc PPllaann,, CCiittyy ooff EEll SSeegguunnddoo,, CCaalliiffoorrnniiaa.. Assisted in the preparation of data needs for the Population and Housing section of the EIR. Drafted the Land Use & Planning section for a proposed mixed-use development and Specific Plan to support the construction and operation of new residential and hotel land uses along a major corridor. 11444422 MMuurrcchhiissoonn AAvveennuuee PPrroojjeecctt,, CCiittyy ooff PPoommoonnaa,, CCaalliiffoorrnniiaa.. Served as an associate planner for a general plan conformance review of the project, which proposed to redevelop a vacant site into a townhome residential development. The proposed project was found consistent with the City’s General Plan but not with the specified zoning. Citing Senate Bill 330 (Government Code Section 65589.5), a change of zone was not required if the housing development was consistent with the general plan. As such, a consistency analysis was conducted, supported by applicant-provided technical studies, to demonstrate conformance with the general plan. TThhee BBoonndd PPrroojjeecctt,, CCiittyy ooff WWeesstt HHoollllyywwoooodd,, CCaalliiffoorrnniiaa.. Assisted in the response to comments to a Draft EIR for a mixed-use residential, commercial, and hotel development. The proposed project would redevelop an existing commercial building, surface parking lots, and multifamily residential units in an urbanized environment of West Hollywood. The Draft EIR was recirculated after comments during a Planning Commission study session. As a result, the response to comments consisted of responses to bracketed topical comments from a transcription of the public hearing, including comments from the Planning Commission and the public. EEdduuccaattiioonn California State Polytechnic University, Pomona BS, Urban and Regional Planning, 2017 PPrrooffeessssiioonnaall AA ffffiilliiaattiioonnss American Planning Association Association of Environmental Professionals C-50 Page 2 FFoouurrtthh AAvveennuuee RReessiiddeennttiiaall,, CCiittyy ooff CCoovviinnaa,, CCaalliiffoorrnniiaa.. Served as an environmental planner for the project, which involved the demolition of buildings formerly used for adult education and the redevelopment of the site to a 10- unit multifamily residential community. Implementation of the project required a general plan amendment from “School” to “High Density Residential.” Drafted the MND for the project. JJeeffffeerrssoonn oonn AAvvaalloonn SSppeecciiffiicc PPllaann aanndd MMiixxeedd--UUssee DDeevveellooppmmeenntt PPrroojjeecctt,, CCiittyy ooff CCaarrssoonn,, CCaalliiffoorrnniiaa.. Assisted in the drafting of the Land Use & Planning section of an EIR. The project was a Specific Plan proposing mixed-use development, including residential, commercial, and hotel uses, on former auto dealership land. OOcceeaann MMeeaaddoowwss,, CCoouunnttyy ooff SSaannttaa BBaarrbbaarraa,, CCaalliiffoorrnniiaa.. Served as an environmental planner for the project, which proposed to develop a residential community of single-family homes, condominiums, and accessory dwelling units. Assisted in the environmental analysis for the MND. HHootteell IInnddiiggoo,, CCiittyy ooff AArrccaaddiiaa,, CCaalliiffoorrnniiaa.. Assisted in the drafting of an MND for public review, noticing, and response to comments for a proposed hotel development. The proposed project was located in a Transit Priority Area, as defined by Senate Bill 743; therefore, aesthetic and parking impacts were not considered significant impacts. AAlllleenn HHoouussee,, BBrriilllliiaanntt CCoorrnneerrss,, SSaannttaa FFee SSpprriinnggss,, CCaalliiffoorrnniiaa.. Assisted in the environmental documentation for a proposed expansion to an existing habitation building. Reviewed and completed a memorandum supporting a categorical exemption under Class 1, Existing Conditions, and Class 3, New Construction or Conversion of Small Structures, of the State CEQA Guidelines. Analysis was conducted to support the finding that the proposed project would be statutorily exempt from CEQA under California Public Resources Code, Section 21080(b)(4), Emergency Projects, and County of Los Angeles declarations. FFoorrtt MMaaccAArrtthhuurr BBuuiillddiinngg 993300 DDeemmoolliittiioonn PPrroojjeecctt,, LLooss AAnnggeelleess UUnniiffiieedd SScchhooooll DDiissttrriicctt,, LLooss AAnnggeelleess,, CCaalliiffoorrnniiaa.. Served as the environmental planner drafting the MND for a proposed demolition project of a former U.S. Army barrack building found to be structurally unsound. The project site is located on the Fort MacArthur Upper Reservation base, which is property now owned by the Los Angeles Unified School District, in the San Pedro community of the City of Los Angeles. Analysis included the assessment of hazardous materials associated with the demolition and remediation of project site soil as well as corresponding mitigation for mothballing. BBaasseebbaallll FFiieelldd IImmpprroovveemmeenntt PPrroojjeecctt,, EEll CCaammiinnoo CCoolllleeggee,, TToorrrraannccee,, CCaalliiffoorrnniiaa.. Served as the environmental planner for proposed collegiate baseball field improvements, including new restrooms and fencing. Drafted a memorandum supporting categorical exemptions under Classes 1, 2, 3, and 11. The project required grading for a new turf area and associated earthwork. Coordinated with technical staff to produce quantitative analysis with support from CalEEMod outputs to prove that less-than-significant impacts would occur. WW..MM.. KKeecckk SScciieennccee CCeenntteerr,, CCiittyy ooff CCllaarreemmoonntt,, CCaalliiffoorrnniiaa.. Served as the environmental planner for the preparation of an MND. The proposed project consisted of the expansion of an existing science building on the Scripps and Pitzer college campuses. Coordinated with technical staff to prepare substantiated analysis and assisted the project manager in the preparation of noticing and the finalization of the document. KKaaiisseerr SSppeecciiaallttyy MMeeddiiccaall CCeenntteerr EExxppaannssiioonn PPrroojjeecctt,, CCiittyy ooff LLooss AAnnggeelleess,, CCaalliiffoorrnniiaa.. Served as an environmental planner in the preparation of the Public Services and Wildfire sections for the expansion of the Kaiser Los Angeles Specialty Medical Center. Analysis between the sections corresponded, as the project site was adjacent to a high fire hazard severity zone. Preparation of the EIR for the proposed project is ongoing. MMiissssiioonn BBoouulleevvaarrdd aanndd RRaammoonnaa AAvveennuuee BBuussiinneessss PPaarrkk PPrroojjeecctt,, CCiittyy ooff MMoonnttccllaaiirr,, CCaalliiffoorrnniiaa.. Drafted the Initial Study for a redevelopment project converting an existing drive-in movie theatre and swap-meet parking lot to an eight-building, approximately 500,000-square-foot business park. Implementation of the project includes an amendment to the general plan, zone change, and conditional use permit. Preparation of an EIR for this project is ongoing. C-51 Page 1 EEdduuccaattiioonn University of Denver MS, Environmental Policy and Management, Energy and Sustainability University of California, Santa Barbara BS, Environmental Studies CCeerrttiiffiiccaattiioonnss LEED AP BD+C, No. 10364581 International Organization for Standardization (ISO), No. 14001, Lead Auditor Qualified Environmental Professional (QEP), No. 03120007 PPrrooffeessssiioonnaall AAffffiilliiaattiioonnss Air & Waste Management Association Adam Poll, LEED AP BD+C Environmental Specialist Adam Poll is an environmental specialist with 12 years’ experience, trained in organizational greenhouse gas (GHG) accounting, which provided a thorough understanding of the Western Research Institute (WRI)/World Business Council for Sustainable Development (WBCSD) GHG Protocol Corporate Standard, while referring to the ISO 14064: Part 1 international standard for GHG inventories. Mr. Poll is experienced in GHG accounting principles, defining applications for GHG inventories, designing and development of GHG inventories, establishing GHG boundaries for an organization, identifying emission sources, tracking emissions over time, recalculations, establishing a base year, setting GHG reduction targets, inventory quality management, preparing a GHG inventory report, and preparing for verification. Relevant Experience CCaalliiffoorrnniiaa EEnnvviirroonnmmeennttaall QQuuaalliittyy AAcctt ((CCEEQQAA)),, MMiittiiggaatteedd NNeeggaattiivvee DDeeccllaarraattiioonn ((MMNNDD)),, aanndd AAiirr PPoolllluuttiioonn CCoonnttrrooll DDiissttrriicctt ((AAPPCCDD)) PPeerrmmiitt PPrreeppaarraattiioonn ffoorr tthhee GGaavviioottaa TTeerrmmiinnaall PPrroojjeecctt,, SShheellll CCoorrppoorraattiioonn,, GGaavviioottaa,, CCaalliiffoorrnniiaa.. The CEQA/MND package for air quality and GHG emissions was prepared for this remediation project. This also included preparing and coordinating all permitting requirements with the local APCD. All emissions were quantified and an Air Quality Management Plan was prepared to manage emissions during the project. SSaannttaa BBaarrbbaarraa EEmmeerrggeennccyy GGeenneerraattoorr PPrroojjeecctt,, SSoouutthheerrnn CCaalliiffoorrnniiaa EEddiissoonn ((SSCCEE)),, SSaannttaa BBaarrbbaarraa,, CCaalliiffoorrnniiaa.. Prepared air and GHG emission calculations for emergency generators deployed at three of SCE’s substations in Santa Barbara. This project included preparation of health risk assessments (HRAs) based on the emissions calculations and notifications were sent to the population affected by the results. SSaann OOnnooffrree NNuucclleeaarr GGeenneerraattiinngg SSttaattiioonn DDeemmoolliittiioonn,, SSCCEE,, SSaann CClleemmeennttee,, CCaalliiffoorrnniiaa.. Quantified the air and GHG emissions impact from the proposed demolition of the San Onofre Nuclear Generating Station. This effort also compared the results to applicable significance thresholds in order to help determine the least impactful method. CCEEQQAA AAiirr QQuuaalliittyy SSuuppppoorrtt,, SSaannttaa MMaarriiaa EEnneerrggyy LLLLCC ((SSMMEE)) aanndd FFrreeeeppoorrtt--MMccMMooRRaann IInncc..,, SSaannttaa BBaarrbbaarraa CCoouunnttyy,, CCaalliiffoorrnniiaa.. In support of CEQA analyses for SME and Freeport-McMoRan, addressed various comments from regulatory agencies directed towards the air quality analyses done in regards to the CEQA projects required under the proposed land use permits. This support required the development of project-specific emission factors, detailed emission calculations, and in-depth regulatory analyses. Adam Poll C-52 Page 2 AAiirr QQuuaalliittyy LLeeggiissllaattiioonn aanndd RReegguullaattoorryy IImmppaacctt AAnnaallyyssiiss,, SSttrraatteeggyy,, aanndd TTeecchhnniiccaall SSuuppppoorrtt,, VVaannddeennbbeerrgg AAFFBB,, CCaalliiffoorrnniiaa.. Provided monthly regulatory tracking updates for local, state, federal, and Air Force legislations that may impact the base. The updates included analyses of potential impacts to the base if the regulation was implemented. Completed an Energy Regulatory Commission (ERC) Management Plan for the base to help project the lifetime of ERCs based on capital expenditure (CAPEX) over the next 10 years. This also included a Title V National Ambient Air Quality Standards (NAAQS) applicability analysis and permitting strategy based on the proposed changes to the ozone standard. AAEEII,, RRuullee 11447722 PPllaann,, aanndd RRuulleess aanndd RReegguullaattiioonnss RReeppoorrtt,, LLooss AAnnggeelleess AAFFBB,, CCaalliiffoorrnniiaa.. Completed the Calendar Year 2010 AEI for Los Angeles AFB. The AEI included criteria and hazardous air pollutant quantification for applicable sources on Los Angeles AFB and Fort MacArthur. The inventory also quantified GHG emissions for the sources. Completed a South Coast Air Quality Management District (SCAQMD) Rule 1472 Plan for Los Angeles AFB that identifies the risk to sensitive receptors in close proximity to emergency generators. The rules and regulations report identified local, state, and federal air quality rules that apply to Los Angeles AFB and provided detailed analysis with perceived impacts. EEAA ffoorr AAiirr FFoorrccee RReesseeaarrcchh LLaabboorraattoorryy,, EEddwwaarrddss AAFFBB,, CCaalliiffoorrnniiaa.. Calculated and drafted the air quality and GHG impact sections to the EA for the installation of a security fence around the Air Force Research Laboratory at Edwards AFB. This included the installation of 26 miles of fencing around sensitive habitat areas. The sections quantified both short and long-term impacts to air quality and the climate and presented criteria and GHG emissions. The results showed that the proposed project would have no significant impact on air quality. AAuutthhoorriittyy ttoo CCoonnssttrruucctt aanndd PPeerrmmiitt ttoo OOppeerraattee,, SSppaacceeXX,, VVaannddeennbbeerrgg AAFFBB,, CCaalliiffoorrnniiaa.. Completed the air permit application for the space launch operations for SpaceX. This included detailed air emissions calculations for operating the space launch vehicles and construction of the supporting facilities. The permit application was completed in accordance with the Santa Barbara County Air Pollution Control District’s rules and regulations. EEnnvviirroonnmmeennttaall SSiittee VViissiitt,, CChhaannnneell IIssllaannddss AAiirr NNaattiioonnaall GGuuaarrdd ((AANNGG)) BBaassee,, CCaalliiffoorrnniiaa.. Performed an ISO 14001 environmental management system (EMS) level 3 site visit at Selfridge ANG to identify conformance with AFI 32- 7001. This site visit also focused on compliance with the various local, state, federal, and Air Force environmental regulations. This site visit helped ensure the installation is meeting all obligations under the AFI and ISO standard. This site visit was specifically tailored to the Channel Islands ANG and provided EMS related training for the environmental program office. IInntteeggrraatteedd SSoolliidd WWaassttee MMaannaaggeemmeenntt PPllaann ((IISSWWMMPP)),, LLooss AAnnggeelleess AAFFBB,, CCaalliiffoorrnniiaa.. This ISWMP addressed the following program elements: disposal and diversion options; waste stream management methods and opportunities; solid waste diversion goals; materials prohibited from waste streams; public awareness, education and outreach; management of construction and demolition debris; management of industrial solid waste; recordkeeping and reporting; and programming and budgeting. This document provided the regulatory backing for increasing solid waste diversion on base. This report fulfilled the regulatory requirement under AFI 32-7042, Waste Management. TTiittllee VV PPeerrmmiitt RReenneewwaall,, KKaaiisseerr AAlluummiinnuumm,, LLooss AAnnggeelleess,, CCaalliiffoorrnniiaa.. Completed the Title V permit renewal for an aluminum extrusion facility located in the SCAQMD. This facility is subject to the maximum achievable control technology (MACT) and Regional Clean Air Incentives Market (RECLAIM) programs with the SCAQMD. AAiirr QQuuaalliittyy CCoommpplliiaannccee SSuuppppoorrtt,, SSppaacceeXX,, HHaawwtthhoorrnnee,, CCaalliiffoorrnniiaa.. Developed the emission inventory for the Hawthorne manufacturing facility for SpaceX and reported emissions using the SCAQMD Annual Emission Reporting (AER) tool. Supported various permitting projects and air quality rule interpretations. Conducted an air unit emission inventory to determine permit applicability for the Hawthorne facility and associated buildings. C-53 Page 1 Sarah Corder, MFA Senior Architectural Historian Sarah Corder (SARE-uh COR-der; she/her) is an architectural historian with 18 years’ experience throughout the United States in all elements of cultural resources management, including project management, intensive- level field investigations, architectural history studies, and historical significance evaluations in consideration of the California Register of Historical Resources (CRHR), the National Register of Historic Places (NRHP), and local-level evaluation criteria. Ms. Corder has conducted hundreds of historical resource evaluations and developed detailed historic context statements for a multitude of property types and architectural styles, including private residential, commercial, industrial, educational, and agricultural properties. She has also provided expertise on numerous projects requiring conformance with the Secretary of the Interior’s Standards for the Treatment of Historic Properties. Ms. Corder meets the Secretary of the Interior’s Professional Qualification Standards for both Architectural History and History. She has experience preparing environmental compliance documentation in support of projects that fall under the California Environmental Quality Act (CEQA)/National Environmental Policy Act (NEPA), and Sections 106 and 110 of the National Historic Preservation Act. Project Experience PPaacciiffiicc CCooaasstt CCoommmmoonnss SSppeecciiffiicc PPllaann PPrroojjeecctt,, CCiittyy ooff EEll SSeegguunnddoo,, LLooss AAnnggeelleess CCoouunnttyy,, CCaalliiffoorrnniiaa.. Dudek was retained by the City of El Segundo to complete a cultural resources technical report for the Fairfield Inn & Suites property (525 Sepulveda Boulevard) within the Pacific Coast Commons Specific Plan Project area.. Dudek evaluated the Fairfield Inn & Suites property and found it not eligible for listing in the NRHP, CRHR, or at the local level due to a lack of significant historical associations, architectural merit, and physical integrity. Responsibilities included archival research, architectural field survey, and co-authorship of the technical report. 88885500 SSuunnsseett BBoouulleevvaarrdd PPrroojjeecctt,, CCiittyy ooff WWeesstt HHoollllyywwoooodd,, LLooss AAnnggeelleess CCoouunnttyy,, CCaalliiffoorrnniiaa.. Dudek was retained by the City of West Hollywood to complete a Cultural Resources Technical Report and Environmental Impact Report (EIR) for the 8850 Sunset Boulevard Project. The proposed project consisted of the demolition of existing buildings and the construction and operation of a new mixed-use hotel and residential building on a property along the south side of Sunset Boulevard, extending the full city block between Larrabee Street and San Vicente Boulevard, in the City of West Hollywood. Built environment work included a pedestrian survey of the project site by a qualified architectural historian; building development and archival research; development of an appropriate historic context for the project site; and evaluation of four commercial properties for historical significance and integrity in consideration of NRHP, CRHR, and City of West Hollywood Cultural Heritage Preservation Ordinance designation criteria. Responsibilities included archival research, field survey, significance evaluations, and co-authorship of the report. EEdduuccaattiioonn Savannah College of Art and Design MFA, Historic Preservation Bridgewater College BA, History PPrrooffeessssiioonnaall AAffffiilliiaattiioonnss National Trust for Historic Preservation Los Angeles Conservancy California Preservation Foundation Society for Architectural Historians Sarah Corder C-54 Page 2 774400--779900 EEaasstt GGrreeeenn SSttrreeeett MMiixxeedd--UUssee PPrroojjeecctt,, CCiittyy ooff PPaassaaddeennaa,, LLooss AAnnggeelleess CCoouunnttyy,, CCaalliiffoorrnniiaa.. The proposed project involves the demolition of five commercial buildings in order to accommodate the development of a new three- to six-story mixed-use building. Dudek prepared a cultural resources technical report that included the results of a pedestrian survey of the project site by a qualified architectural historian, building development and archival research, development of an appropriate historic context for the project site, and recordation and evaluation of five commercial properties over 45 years old for historical significance and integrity in consideration of NRHP, CRHR, and City of Pasadena designation criteria and integrity requirements. Responsibilities included archival research, field survey, and co-authorship of the report. EEnnlliigghhtteennmmeenntt PPllaazzaa//JJuuaanniittaa AAvveennuuee PPrroojjeecctt,, LLooss AAnnggeelleess,, LLooss AAnnggeelleess CCoouunnttyy,, CCaalliiffoorrnniiaa.. The applicant retained Dudek to complete a historical resources evaluation report for the project that proposes to demolish buildings on four parcels to develop 400–500 units of housing dedicated to permanent supportive housing for formerly homeless individuals. Served as a senior architectural historian on the project and performed archival research. As a result of extensive archival research, field surveying, and property significance evaluations, all six built environment resources on the project site appear not eligible; however, the adjacent building located at 307 North Madison Avenue appears eligible as a Los Angeles Historic Cultural Monument under Criterion 3, for being an excellent example of a Quonset hut building type. Responsibilities included archival research and project oversight. MMooddeelloo PPrroojjeecctt EEIIRR,, CCiittyy ooff CCoommmmeerrccee,, LLooss AAnnggeelleess CCoouunnttyy,, CCaalliiffoorrnniiaa.. Dudek was retained by the City of Commerce to complete a cultural resources technical report and accompanying EIR for the proposed Modelo Project. The project involved the demolition of the existing Veterans Memorial Park (which is currently in an advanced state of disrepair) and an adjacent vacant parcel and the redevelopment of the project site to accommodate a mixed-use development. Built environment work included field survey, building and structure descriptions, archival research, integrity assessments, and significance evaluations. The park was found ineligible for listing in the NRHP, CRHR, or as a locally significant resource due to a lack of significant historical associations or architectural merit. Responsibilities included co-authorship of the report. BBaasseelliinnee aanndd TTaammaarriinndd WWaarreehhoouussee PPrroojjeecctt,, CCiittyy ooff RRiiaallttoo,, CCaalliiffoorrnniiaa.. The project includes the proposed construction of an approximately 156,500-square-foot, one-story warehouse building on an approximately 8.01- gross-acre property located in the northwest part of the City of Rialto. Dudek prepared a cultural resources technical report and no resources were identified within the project site as a result of the California Historical Resources Information System (CHRIS) records search, Native American coordination, or intensive pedestrian survey. The study included evaluation of several single-family residences. All properties were found not eligible. Responsibilities included archival research, building evaluations, field survey, and co-authorship of the report. LLooss AAnnggeelleess DDeeppaarrttmmeenntt ooff WWaatteerr aanndd PPoowweerr CCeennttuurryy TTrruunnkk LLiinnee,, LLooss AAnnggeelleess DDeeppaarrttmmeenntt ooff WWaatteerr aanndd PPoowweerr,, CCiittyy ooff LLooss AAnnggeelleess,, CCaalliiffoorrnniiaa.. Dudek was retained by Los Angeles Department of Water and Power (LADWP) to prepare an Avoidance and Protection Plan for Air Raid Siren No. 150. The resource is eligible for the NRHP and CRHR and as a City of Los Angeles Historic-Cultural Monument under Criteria A/1/1 and C/3/3 for its association with World War II and Cold War military infrastructure, and is an historical resource under CEQA. Responsibilities included co-authorship of the Avoidance and Protection Plan, on-site implementation of protection measures, on- site monitoring, and pre-construction field survey. TThhee SSaannttaa MMoonniiccaa CCiittyy YYaarrddss MMaasstteerr PPllaann PPrroojjeecctt,, CCiittyy ooff SSaannttaa MMoonniiccaa,, CCaalliiffoorrnniiaa.. The City of Santa Monica retained Dudek to complete a cultural resources study for the proposed City Yards Master Plan project site located at 2500 Michigan Avenue. The study involved evaluation of the entire City Yards site, including two murals and a set of concrete carvings, for historical significance and integrity. As a result, the City Yards and its associated public art work was found ineligible under all designation criteria. Responsibilities included building permit research and co-authorship of the technical report. C-55 Page 1 EEdduuccaattiioonn California State University, Northridge MA, Public Archaeology BA, Anthropology CCeerrttiiffiiccaattiioonnss Registered Professional Archaeologist (RPA) CEQA Training through Advanced, Association of Environmental Professionals GIS Professional Certificate HAZWOPER Training, Hydrogeologic PPrrooffeessssiioonnaall AA ffffiilliiaattiioonnss American Anthropological Association American Institute of Archaeology California Geographical Society Pacific Coast Archaeological Association Register of Professional Archaeologists Simi Valley Historical Society Society for American Archaeology Society for California Archaeology Ventura County Archaeological Heather McDevitt, RPA Archaeologist Heather McDevitt is an archaeologist and cultural resources lead with 13 years’ cultural resource management (CRM) experience throughout California and Baja California. Ms. McDevitt has served as a field supervisor, lab director, principal investigator and project manager on Phase I, Extended Phase I, Phase II, and Phase III projects conducting surveys, testing, site significance evaluations and recordation, data recovery and laboratory analysis. Her education encompasses archaeology, biological anthropology, and GIS. Ms. McDevitt has worked on projects for the National Park Service, U.S. Environmental Protection Agency (EPA), National Aeronautics and Space Administration, U.S. Bureau of Land Management, the Smithsonian Institute, California State Parks, California Department of Transportation, and various private CRM and environmental firms. Ms. McDevitt’s professional experience in CRM provides significant knowledge and practical experience with state and federal regulations such as the National Environmental Policy Act (NEPA), Section 106 of the National Hictoric Preservation Act, and the California Environmental Quality Act (CEQA). Ms. McDevitt has also served as an adjunct professor at community and state institutions for courses in physical and cultural anthropology, archaeology, and GIS. Project Experience PPaacciiffiicc PPaalliissaaddeess VViillllaaggee IInniittiiaall SSttuuddyy//MMiittiiggaatteedd NNeeggaattiivvee DDeeccllaarraattiioonn,, LLooss AAnnggeelleess,, CCaalliiffoorrnniiaa.. As project archaeologist, conducted Phase 1 Archaeological Investigation, prepared technical report and portions of the MND including a Cultural Landscape Study and Construction Mitigation and Monitoring Treatment Plan. As field director, duties included project management, facilitation of Pre-Construction Meeting, coordination and supervision of archaeological and paleontological technician crew, as well as document preparation. PPaarraaddiissoo RReessiiddeennttiiaall DDeevveellooppmmeenntt,, SSaannttaa BBaarrbbaarraa CCoouunnttyy,, CCaalliiffoorrnniiaa.. As project manager, conducted Phase 1 and multiple Extended Phase I Archaeological Investigations, prepared technical reports and Construction Mitigation and Monitoring Treatment Plan. Currently serve as project manager for all archaeological and Native American monitoring, facilitation of pre and continual construction meetings, coordination and supervision of archaeological technician crew in all aspects, as well as necessary document preparation and agency/client consultation. Heather McDevitt C-56 Page 2 PPhhaassee 33 DDaattaa RReeccoovveerryy PPrrooggrraamm CCAA--SSBBAA--5588 MMaarrrriiootttt RReessiiddeennccee IInnnn,, GGoolleettaa,, CCaalliiffoorrnniiaa.. As laboratory manager, lead project analyst and on-call human osteologist, developed methodology for research design, supervised complete laboratory research, managed all specific collections for expert analysis, managed and trained 6 archaeological technicians for processing of archaeological remains, conducted complete faunal analysis of assemblage, conducted full analysis of recovered human remains and prepared remains for reburial, prepared final human osteological report and portions of the project’s technical report . PPhhaassee II,, SSiittee DDiissttrriibbuuttiioonn AAnnaallyyssiiss aanndd EExxtteennddeedd PPhhaassee II AArrcchhaaeeoollooggiiccaall IInnvveessttiiggaattiioonn OOaakk HHiillllss PPrroojjeecctt,, VVaannddeennbbeerrgg VViillllaaggee,, SSaannttaa BBaarrbbaarraa CCoouunnttyy,, CCaalliiffoorrnniiaa.. As project archaeologist and field director, conducted initial Phase 1 intensive ground survey, designed and implemented research design to address concerns of local Tribe including intra-site analysis for all known archaeological sites located within a one-mile radius of Project site in order to determine potential for encountering unknown cultural resources based on the environmental and cultural landscape characteristics. Supervised excavations intended to determine presence or absence of cultural materials within proposed areas of ground disturbance, consulted with Native American representatives and composed final reports. YYookkoohhll RRaanncchh EEnnvviirroonnmmeennttaall IImmppaacctt RReeppoorrtt,, TTuullaarree,, CCaalliiffoorrnniiaa.. Performed a Phase 3 data recovery excavation and implementation of a Plan of Action in accordance with 43 Code of Federal Regulations (CFR) 10.5 for this residential development project. Performed full analysis of recovered human remains during inadvertent discovery for determination of sex, age at death, pathology, and minimum number of individuals. Prepared remains for reburial and composition of final report. SSaann LLuuiiss OObbiissppoo CCoouunnttyy CCoommmmuunniittyy CCoolllleeggee DDiissttrriicctt,, CCEEQQAA CCoommpplliiaannccee MMoonniittoorriinngg aanndd RReeppoorrttiinngg.. CCuueessttaa CCoolllleeggee NNoorrtthh aanndd SSoouutthh CCaammppuuss.. As project manager, managed monitoring efforts of improvements occurring at both the current San Luis Obispo campus and future Paso Robles campus. Involved regular monitoring, providing recommendations to construction and project management staff, assisting with implementing mitigation plan and providing District with field visit verification reports for compliance with CEQA reporting requirements. 55--YYeeaarr OOnn--CCaallll AArrcchhaaeeoollooggiiccaall SSeerrvviicceess,, CCiittyy ooff VVeennttuurraa,, CCaalliiffoorrnniiaa.. As project Manager, currently manages Dudek’s contract for the City of Ventura on-call archaeological services including archaeological, historical, and Native American services, including but not limited to monitoring, archaeological record searches, historical research, architectural history, surveys for both prehistoric and historical resources, extended Phase I surveys, test excavations, data recovery, Native American coordination, coordination with the Native American Heritage Commission, AB-52 support, treatment protocols, feasibility/concept plan studies and recommendations, hiring and managing applicable sub consultants and specialty disciplines as required, preparation of management plans, design and implementation of mitigation methods. Potential projects include municipal infrastructure improvements such as domestic water distribution system, sanitary sewer collection system, storm drainage collection system and other undertakings as determined. LLoowweerr AArrrrooyyoo BBuurrrroo OOppeenn SSppaaccee PPhhaassee II AArrcchhaaeeoollooggiiccaall SSuurrvveeyy RReeppoorrtt aanndd HHiissttoorriicc SSttrruuccttuurreess aanndd SSiitteess RReeppoorrtt aanndd AArrrrooyyoo BBuurrrroo RReessttoorraattiioonn aatt BBaarrggeerr CCrreeeekk,, SSaannttaa BBaarrbbaarraa,, CCAA.. As Project Archaeologist, conducted intensive ground survey to determine the potential of cultural resources within two project areas and support of Historic Structures and Sites Investigation for the City of Santa Barbara, Parks and Recreation, Creeks Division for restoration of entire Arroyo Burro Creek Restoration effort. PPhhaassee 33 DDaattaa RReeccoovveerryy PPrrooggrraamm CCAA--SSBBAA--5599 DDiirreecctt RReelliieeff WWaarreehhoouussee,, GGoolleettaa,, CCaalliiffoorrnniiaa.. As laboratory manager and lead project analyst, developed methodology for research design, supervised complete laboratory research, managed all specific collections for expert analysis, managed and trained 6 archaeological technicians for processing of archaeological remains, conducted complete faunal analysis of assemblage, prepared portions of the technical report. Served as on-call human osteologist for project. C-57 Page 1 Jonathan Leech, AICP, PG Senior Environmental Specialist, Acoustician Jonathan Leech is an acoustician with 35 years’ environmental planning experience, including environmental research, impact assessment, field research, and land use analysis. Mr. Leech has more than a decade of focused experience in noise assessments, including exterior and interior noise exposure studies for single-family homes, as well as large-scale evaluations of proposed sub-divisions and specific plan projects, for inclusion in environmental impact reports (EIRs) or negative declarations (NDs). Mr. Leech has also performed noise evaluation of commercial and industrial sources, and provided noise monitoring during construction for compliance with project conditions and noise ordinance restrictions. Mr. Leech has experience in environmental noise assessment; commercial/industrial noise evaluation; title 24 interior space noise isolation; transportation noise constraint analysis; air quality planning; land development permit processing; California Environmental Quality Act (CEQA) procedures for public agencies; environmental planning and impact analysis; specific plan and master plan development; general plan elements; master environmental assessments (EAs); and water resource development and management. Project Experience VViillllaaggeess ooff SSaann JJaacciinnttoo SSppeecciiffiicc PPllaann,, CCiittyy ooff SSaann JJaacciinnttoo,, CCaalliiffoorrnniiaa.. Prepared the noise technical report and noise EIR section for the Villages of San Jacinto Specific Plan, an approximately 600-acre site along the west side of Sanderson Avenue in San Jacinto. The proposed project consists of a suburban development including residential, commercial, business park, public facility, and open space uses. One elementary school and one high school are planned in the northeastern portion of the site. A total of 100.7 acres of the site will be reserved for open space uses, including four neighborhood parks, a greenbelt system, three lakes, and landscape easements. OOcceeaann BBlluuffffss SSppeecciiffiicc PPllaann EEIIRR,, CCiittyy ooff CCaarrppiinntteerriiaa,, CCaalliiffoorrnniiaa.. Managed and co-authored the EIR for a specific plan project located on 85 acres of oceanfront property in Carpinteria, California. The proposal included a 150-room hotel, 325 semi-attached townhomes, several restaurants, and a gas station. Site constraints included an active earthquake fault, an adjacent seal rookery, limited water supply, and problematic drainage. LLooss RRoobblleess DDeell MMaarr SSppeecciiffiicc PPllaann EEIIRR,, CCoouunnttyy ooff SSaann LLuuiiss OObbiissppoo,, CCaalliiffoorrnniiaa.. Co-authored the EIR for this project, which included a range of residential lots and structures, as well as a private school site. Key sections authored in the EIR included geology, surface drainage, water quality, and air quality. EEdduuccaattiioonn University of California, Santa Barbara BA, Environmental Studies/ Geology Pennsylvania State University, Coursework in Graduate Acoustics Program CCeerrttiiffiiccaattiioonnss American Institute of Certified Planners (AICP) Professional Geologist, CA, 2011 PPrrooffeessssiioonnaall AA ffffiilliiaattiioonnss American Planning Association Association of Environmental Professionals Institute of Noise Control Engineers Jonathan Leech C-58 Page 2 UUnniivveerrssiittyy VViillllaaggeess SSppeecciiffiicc PPllaann,, SSSSBBTT LLCCRREE VV.. LLLLCC ((cc//oo MMeeaaddooww LLaannee LLLLCC)),, CChhuullaa VViissttaa,, CCaalliiffoorrnniiaa.. Prepared the noise technical report and noise EIR section for the University Villages Specific Plan, an approximately 460-acre site along the west side of State Route 125. The proposed project consists of a suburban development including residential, commercial, industrial park, public facility, and open space uses. Three elementary schools and one high school are planned. A total of 150 acres of the site will be reserved for open space uses, including neighborhood parks, a greenbelt system, and natural reserve. EEmmeerraalldd HHiillllss EEIIRR,, CCoouunnttyy ooff SSaann LLuuiiss OObbiissppoo,, CCaalliiffoorrnniiaa.. Managed and co-authored the EIR for this residential proposal located outside of the urban limit line of the City of San Luis Obispo. Under the proposal, 37 homes were to be sited on the 56-acre property. The site is located in an area of high scenic value, on gently to moderately sloping land in the foothills of the Irish Hills of San Luis Obispo County. Key issues in the EIR included geology, water supply (proposed from a localized, fractured bedrock aquifer), wastewater disposal (private wastewater treatment plant), biology, aesthetics, traffic, drainage, and air quality. SSuummmmeerrllaanndd CCoommmmuunniittyy PPllaann,, CCoouunnttyy ooff SSaannttaa BBaarrbbaarraa,, SSuummmmeerrllaanndd,, CCaalliiffoorrnniiaa.. Co-managed the preparation of the community plan for the Summerland Area, which was adopted by the County of Santa Barbara. Managed and co-authored the EIR on the community plan. Issues of primary concern included traffic and circulation, parking resources, water supply, wastewater treatment, biological habitat, and geology and soils. LLooss AAllaammooss CCoommmmuunniittyy PPllaann EEIIRR NNooiissee SSttuuddyy,, CCoouunnttyy ooff SSaannttaa BBaarrbbaarraa--OOffffiiccee ooff LLoonngg--RRaannggee PPllaannnniinngg,, LLooss AAllaammooss,, CCaalliiffoorrnniiaa.. The community of Los Alamos is a small unincorporated town in the north-central portion of Santa Barbara County, at the junction of U.S. Highway 101 and State Route 135. The noise study evaluated environmental noise effects upon proposed residential land use zones and project-related noise generation from proposed mixed-use zoning. MMoonntteecciittoo RRaanncchh EEssttaatteess LLoottss 22 aanndd 33,, FFrreemmoonntt IInnvveessttmmeenntt aanndd LLooaann,, SSuummmmeerrllaanndd,, CCaalliiffoorrnniiaa.. Prepared environmental noise evaluations for two separate proposed new residences in a large-lot subdivision with exposure to traffic noise from U.S. Highway 101. Evaluation addresses exterior and interior noise levels from future traffic levels, employing Traffic Noise Model (TNM) 2.5 for the analysis. Exterior noise exposure and interior noise exposure were calculated and compared to adopted CEQA significance thresholds for Santa Barbara County. 11225555 CCooaasstt VViillllaaggee RRooaadd,, KKIIBBOO GGrroouupp,, MMoonntteecciittoo,, CCaalliiffoorrnniiaa.. Prepared an environmental noise study addressing transportation-related noise sources upon proposed mixed-use development (1,411 square feet of restaurant space, 3,712 square feet of retail space, 3,342 square feet of office space, and two condominium residences) and short-term construction noise effects of the project on surrounding residential neighborhood. OOcceeaann VViieeww EEssttaatteess,, RRiicckk EEnnggiinneeeerriinngg,, EEnncciinniittaass,, CCaalliiffoorrnniiaa.. Prepared an environmental noise evaluation addressing a four-lot residential sub-division with direct exposure to Interstate 5 freeway. Construction-related (short-term), exterior noise exposure, and interior noise exposure were calculated and compared to adopted CEQA significance thresholds for Encinitas. 441122--441144 AAnnaaccaappaa SSttrreeeett MMiixxeedd CCoommmmeerrcciiaall aanndd RReessiiddeennttiiaall PPrroojjeecctt,, AAnnaabbuuiilltt PPrrooppeerrttiieess LLLLCC,, SSaannttaa BBaarrbbaarraa,, CCaalliiffoorrnniiaa.. Prepared an environmental noise study addressing transportation-related noise sources upon proposed mixed-use development (ground-floor commercial office with two levels of residential condominiums) and short-term construction noise effects of the proposed project on the surrounding residential neighborhood. VViillllaaggee SSqquuaarree CCoommmmeerrcciiaall CCeenntteerr MMiittiiggaattiioonn MMoonniittoorriinngg aanndd RReeppoorrttiinngg PPllaann ((MMMMRRPP)),, CCiittyy ooff SSoollvvaanngg,, CCaalliiffoorrnniiaa.. This project involved the construction of a new commercial “factory outlet” center in Solvang, California. Dudek prepared the MMRP and was retained by the City of Solvang to implement the MMRP. Responsible for administration of MMRP implementation, including monitoring of dust control during site preparation, as well as traffic, noise, and construction safety mitigations during the construction phase. C-59 Page 1 Dennis Pascua Senior Transportation Planner Dennis Pascua is a senior transportation planner and Dudek’s transportation services manager with 28 years’ experience in transportation planning/engineering in Southern California. Mr. Pascua has successfully managed a variety of projects for local agencies and private developers, including traffic and circulation impact analyses and parking demand studies in both highly urbanized and rural areas. He is highly experienced with California Environmental Quality Act/National Environmental Policy Act and transportation topics and policies surrounding active transportation, context sensitive solutions, and complete streets throughout California. Mr. Pascua also offers an international perspective, having managed transportation planning projects in the Philippines, Japan, and the United Arab Emirates. Project Experience LLAADDWWPP OOnn--CCaallll EEnnvviirroonnmmeennttaall SSeerrvviicceess,, LLooss AAnnggeelleess,, CCaalliiffoorrnniiaa.. Managed Traffic Impact Analysis (TIAs) for the following projects prepared under an on-call contract with the City of Los Angeles Department of Water and Power (LADWP), the nation’s largest municipal utility: Power Plant 1 and Power Plant 2 Transmission Line Conversion; Tujunga Central Groundwater Station; North Hollywood Groundwater Station; De Soto Avenue Trunk Line Replacement; De Soto Water Tanks; and Van Norman Complex Vegetation and Maintenance Projects. The TIAs prepared, or currently being prepared, involve the analysis of construction-related traffic and potential lane closures on major public thoroughfares. Construction mitigation measures include the preparation of a Construction Traffic Management Plan that includes traffic control plans for roadway construction, and transportation demand management for construction worker traffic. Dudek has also coordinated with the Department of Transportation and Bureau of Engineering on those projects. LLAACCSSDD OOnn--CCaallll EEnnvviirroonnmmeennttaall SSeerrvviicceess,, LLooss AAnnggeelleess CCoouunnttyy,, CCaalliiffoorrnniiaa.. As part of an on-call contract with the Los Angeles County Sanitation Districts (LACSD), Mr. Pascua managed the TIA for the Stormwater Capture System at Puente Hills Material Recovery Facility in County Sanitation District No. 2 to meet the Industrial General Permit’s industrial stormwater requirements. The project would primarily involve construction of a proposed basin and supporting conveyance facilities (piping) that would involve grading, excavating, and fencing. The TIA analyzed the potential traffic impacts for the temporary construction phase of the project, which would generate construction- related traffic (due to construction workers, vendor trucks, and haul trucks) to and from the project site. EEdduuccaattiioonn University of California, Irvine BA, Social Ecology (Environmental Analysis and Design) PPrrooffeessssiioonnaall AA ffffiilliiaattiioonnss American Planning Association Association of Environmental Professionals Institute of Transportation Engineers Orange County Traffic Engineering Council Dennis Pascua C-60 Page 2 MMaarrsshh PPaarrkk AAcccceessss EEvvaalluuaattiioonn aanndd RReeccoommmmeennddaattiioonnss,, MMoouunnttaaiinnss RReeccrreeaattiioonn aanndd CCoonnsseerrvvaattiioonn AAuutthhoorriittyy,, LLooss AAnnggeelleess,, CCaalliiffoorrnniiaa.. Conducted an evaluation of the existing access conditions at the driveways in Marsh Park in the City of Los Angeles. The project was intended to address safety concerns at the park access including obstructed sight distance, failure of vehicles to yield to bicyclists and pedestrians, and lack of visibility for drivers to see when park gates are closed. Provided recommendations to improve safety for park users including placement of stop signs, reflective markers for park gates, and signage to alert drivers to the presence of pedestrians. Recommendations were made consistent with guidance provided in the California Manual of Uniform Traffic Control Devices. SSaannbboorrnn SSoollaarr aanndd GGeenn--TTiiee RRoouuttee PPrroojjeecctt,, KKeerrnn CCoouunnttyy,, CCaalliiffoorrnniiaa.. Managed the in-house Transportation team that prepared a TIA that identified potential construction-related traffic impacts associated with a proposed photovoltaic solar facility and associated infrastructure (gen-tie) necessary to generate up to a combined 300 megawatts of renewable electrical energy. The proposed project consisted of two sites: the northern site is approximately 1,118 acres; and, the southern site is approximately 983 acres. The southern site is directly north of Edwards Air Force Base Solar project. The project impacts were evaluated under CEQA and NEPA. The TIA evaluated existing traffic conditions, including roadway segment and intersection levels of service along or in proximity to the gen-tie route options; estimated trip generation and trip characteristics for construction-related activities of the gen-tie options; analyzed the potential for traffic impacts to occur as a result of construction of the gen-tie; described the significance of the potential impacts; and, identified mitigation measures, for construction- related traffic impacts. GGeenn--TTiiee RRoouutteess ffoorr EEddwwaarrddss AAiirr FFoorrccee BBaassee SSoollaarr EEnnhhaanncceedd UUssee LLeeaassee PPrroojjeecctt,, KKeerrnn CCoouunnttyy,, CCaalliiffoorrnniiaa.. Managed the in-house Transportation team that prepared a traffic impact analysis (TIA) that identified potential construction- related traffic impacts associated with the proposed 230-kilovolt gen-tie route options that would connect the Edwards Air Force Base (EAFB) solar generation site with the existing Westwind Substation in the first phase of the project, and to the Southern California Edison Windhub Substation in subsequent phases of the project. The project impacts were evaluated under CEQA and NEPA. This project is located south of the Sanborn Solar and Gen-Tie project. The TIA evaluated existing traffic conditions, including roadway segment and intersection levels of service along or in proximity to the gen-tie route options; estimated trip generation and trip characteristics for construction- related activities of the gen-tie options; analyzed the potential for traffic impacts to occur as a result of construction of the gen-tie; described the significance of the potential impacts; and, identified mitigation measures, for construction-related traffic impacts. Relevant Previous Experience • Grandview Park Expansion, Rancho Palos Verdes, California • Jensen Solids Handling Facility Canoga Park, Metropolitan Water District, Los Angeles, California • Warner-Canoga 150-Dwelling Unit Apartment Transportation Demand Management Plan, Warner Center, Los Angeles, California • North Hollywood High School Renovation, LAUSD, Los Angeles, California • Rose Hills Courts Rehabilitation, Housing Authority of City of Los Angeles, California • LA Trade-Technical College Master Plan, Los Angeles Community College District, California • Recology Materials Recovery Facility (MRF) Expansion, Sun Valley, California • California Department of Transportation SR 126/Commerce Center Drive PR/ED, Newhall Ranch, California. • Terminal Expansion and Renovation Project EIRs, Port of Los Angeles, California C-61 Page 1 Christopher Starbird GIS Analyst Christopher Starbird (KRIS-tuh-fer STAR-bird; he/him) is a geographic information systems (GIS) analyst with 17 years’ experience in environmental projects for municipal, regional, and federal public agencies and non-profit organizations. Mr. Starbird uses the latest in mapping software from the Environmental Systems Research Institute (ESRI). His skills include database design, spatial analyses, three- dimensional (3D) modeling with shade and shadow analysis, glint and glare analysis, interactive web development and design, web-based mapping, and high-quality cartographic design. Mr. Starbird has completed course work in the areas of computer programming, GIS, cartography, and field techniques in geographic research, web-based interactive map presentation, and digital graphics design. Project Experience BBeevveerrllyy HHiillllss CCrreeaattiivvee OOffffiiccee PPrroojjeecctt EEnnvviirroonnmmeennttaall IImmppaacctt RReeppoorrtt,, CCiittyy ooff BBeevveerrllyy HHiillllss,, CCaalliiffoorrnniiaa. Serving as lead GIS analyst in the preparation of the project’s Environmental Impact Report (EIR) aesthetics assessment for the development of up to 11 new office buildings on a vacant, linear site in the City of Beverly Hills. The proposed four- to five-story office buildings would be designed in a range of architectural styles. Buildings at each end of the site would have traditional facades with columns and cornices, and buildings toward the center of the site would have more modern architectural treatments, such as glass screen walls and steel frames. Key issues include obstruction of views to the iconic City Hall tower and compatibility of bulk and scale with the surrounding development. PPaacciiffiicc CCooaasstt CCoommmmoonnss SSppeecciiffiicc PPllaann EEIIRR,, EEll SSeegguunnddoo,, CCaalliiffoorrnniiaa.. Serving as lead GIS analyst for preparation of an EIR for the Specific Plan. The project would involve redevelopment of the existing surface parking lots of the Fairfield Inn & Suites and Aloft Hotel properties, as well as the commercial properties, through the adoption of a Specific Plan that allows for the development of 263 new housing units and 11,252 square feet of commercial/retail uses on approximately 6.33 acres of land located in the City of El Segundo adjacent to Pacific Coast Highway. The Pacific Coast Commons-South portion proposes a six-story residential building with commercial/retail on the ground floor and an eight-level parking garage. The Pacific Coast Commons-Fairfield Parking portion of the project proposes a four-story parking garage with commercial/retail on the ground floor. The Pacific Coast Commons-North portion proposes a six-story residential building with commercial on the ground floor that faces Pacific Coast Highway, a six-story parking garage in the central portion of property, a new fire/access road, and apartment/townhome units. The project requires a General Plan amendment, zone change, site plan review, vesting tentative tract map, and a development agreement. BBuueennaa VViissttaa PPrroojjeecctt EEIIRR,, LLooss AAnnggeelleess,, CCaalliiffoorrnniiaa.. Serving as lead GIS analyst for the EIR for a 2- to 26-story mixed- use project on an 8-acre parcel, which includes residential and commercial uses consisting of approximately 1,079,073 square feet of residential floor area (920 dwelling units); 15,000 square feet of neighborhood-serving retail uses; 23,800 square feet of indoor and outdoor restaurant; and 116,263 square feet of outdoor public EEdduuccaattiioonn University of California, Santa Barbara BA, Geography Christopher Starbird C-62 Page 2 trellis/balcony space. The project site is located in the Central City North Community Plan Area near the Metro Gold Line and the Los Angeles State Historic Park. The transit-priority project is proximate to a network of regional transportation facilities, including the Chinatown Metro Station. The site is located in a Methane Zone and contains remnants of previous land uses, including former oil wells and a gas station. Additionally, the site is within the boundaries of the Historic Cultural Monument No. 82, River Station Area/Southern Pacific Railroad. The project requires a General Plan amendment, zone change, site plan review, height district change, zoning administrator adjustment to reduce setback, tentative tract map, and development agreement. CCllaarraa OOaakkss SSppeecciiffiicc PPllaann PPrroojjeecctt EEIIRR,, CCllaarreemmoonntt,, CCaalliiffoorrnniiaa.. Serving as lead GIS Analyst for the EIR for the development of 40 semi-custom home residences within an undeveloped portion of the City of Claremont’s hillside area and adjacent to the Webb Schools and Claremont Hillside Wilderness Park. A county-designated Significant Ecological Area is adjacent to the project site, which is also bisected by a flood control easement. The project includes parking for access to a new trail system within the portion of the site to remain open space. The project requires new utility infrastructure, off-site improvements to Webb Canyon Road, and wet/dry utility connections. The project requires a General Plan amendment, zone change, and tentative tract map. CCeenntteennnniiaall SSppeecciiffiicc PPllaann EEIIRR aanndd BBiioollooggiiccaall RReessoouurrcceess TTeecchhnniiccaall RReeppoorrtt GGIISS SSeerrvviicceess,, LLooss AAnnggeelleess CCoouunnttyy.. While at another firm, served as the primary GIS specialist for the Centennial Specific Plan and Phase One Implementation Project, which involved the development of approximately 12,000 acres with approximately 23,000 residential units and up to 14 million square feet of mixed urban service and employment-generating uses in addition to a variety of commercial, industrial, natural open space, and recreational land uses. Performed GIS analysis and produced exhibits for the Program EIR and supporting Biological Technical Report. Developed and consolidated GIS, AutoCAD, and other data from numerous public and private agencies for use in analysis and cartographic products. TTeessoorroo ddeell VVaallllee SSuupppplleemmeennttaall EEIIRR,, GGIISS SSeerrvviicceess,, LLooss AAnnggeelleess CCoouunnttyy.. While at another firm, served as GIS specialist for this EIR for the proposed construction of 710 single-family residential dwelling units, a fire station site, parks and recreational amenities (i.e., clubhouse, pool, trails), and supporting roadway and utility infrastructure within Phases B and C of the Tesoro del Valle project in Los Angeles County. Coordinated and performed the GIS mapping and analysis of the project site, and developed and consolidated GIS, AutoCAD, and other data from numerous public and private agencies for use in analysis and cartographic products. 88885500 SSuunnsseett BBoouulleevvaarrdd PPrroojjeecctt EEIIRR,, CCiittyy ooff WWeesstt HHoollllyywwoooodd,, CCaalliiffoorrnniiaa.. Serving as GIS analyst in the preparation of the project EIR aesthetics analysis for a new 15-story building that would include 115 hotel guestrooms, a new nightclub space (replacing the existing Viper Room building), 31 market-rate condominiums, 10 income-restricted units, and static and digital signage. Developed a state-of-the-art shade/shadow analysis technique that used existing LiDAR (light detection and ranging) to compare the proposed structure’s shadows with the shadows of existing structures and vegetation. NNeewwppoorrtt BBaannnniinngg RRaanncchh EEIIRR,, NNeewwppoorrtt BBeeaacchh.. While at another firm, served as primary GIS specialist for this EIR. The Newport Banning Ranch project would allow for the development of 1,375 residential dwelling units; 75,000 square feet of commercial uses; a 75-room resort inn; and approximately 51 acres of public parks on a 401-acre oilfield site. Coordinated and performed the GIS mapping and analysis of the project site, and developed and consolidated GIS, AutoCAD, and other data from numerous public and private agencies for use in the analysis and cartographic products. C-63 JJOOAANN IISSAAAACCSSOONN PPRRIINNCCIIPPAALL,, SSEENNIIOORR FFAACCIILLIITTAATTOORR SSUUMMMMAARRYY OOFF QQUUAALLIIFFIICCAATTIIOONNSS Joan Isaacson is a Principal at Kearns & West, and brings 25 years of experience in community engagement, stakeholder facilitation, and urban and environmental planning in many of Southern California’s coastal cities. At the core of her work is a commitment to formulating the best facilitation and engagement strategy where participants can see their fingerprints on the outcomes. She is known for her care and enthusiasm in helping community members and stakeholders positively engage with government. Joan has special expertise in creative, effective community engagement programs for citywide and community-level planning projects, focusing on involving the full cross-section of community perspectives. In particular, she has been involved in general plan updates her entire career, and she understands the opportunities for integrating the public’s input on community values, ideas, and concerns into prescribed and optional elements. She has also led public involvement programs for local municipal plans’ mixed-use and infill development and corridor and district planning, involving parks and open space, arts and culture, transportation and transit, water, climate action and resiliency, sea level rise, and CEQA review.Her planning and geography background make her a valued member of inter- disciplinary teams. Joan’s strategy-based project approach, incorporating public involvement principles and values, typically includes a mix of focus groups, advisory committees, stakeholder interviews, customized website dialogue platforms, online and telephone surveys, pop-up outreach, public workshops and open houses, webinars, success story campaigns, storytelling, educational videos and newsletters, and media monitoring. She also has special expertise in conducting multi-language and multi-cultural community engagement and has a proven track record in meaningfully involving disadvantaged and environmental justice communities in local planning processes. RREELLEEVVAANNTT EEXXPPEERRIIEENNCCEE CCiittyy ooff NNeewwppoorrtt BBeeaacchh —— LLiisstteenn && LLeeaarrnn ffoorr FFuuttuurree GGeenneerraall PPllaann UUppddaattee Principal-in-Charge, Facilitator | Joan is providing strategy and guidance to the Kearns & West team on this recently launched, multi-pronged engagement project. It is designed for community-level and city-wide discussions to identify perspectives on planning issues, including the City’s expected significant increase in RHNA units. A survey and an online engagement platform are part of the strategy for involving the range of communities in the multiple districts that make up Newport Beach. CCiittyy ooff DDeell MMaarr —— CCooaassttaall RReessiilliieennccyy PPllaann//LLooccaall CCooaassttaall PPllaann AAmmeennddmmeenntt ffoorr CCiittyy ooff DDeell MMaarr Public Involvement Planning Advisor When the City of Del Mar launched this project, high levels of public involvement were anticipated due to the number of bluff-top homes, persistent erosion, local sustainability goals, and the highly valued aesthetic qualities of the shoreline. Before launching, Joan worked with City staff and the consultant team to develop a public involvement plan to disseminate science-based information and involve community members and stakeholders to proactively identify and resolve issues. San Diego, CA JIsaacson@kearnswest.com 619.966.8077 EEXXPPEERRTTIISSEE §§ Public Involvement §§ Stakeholder Facilitation §§ Participatory Process Design §§ Training §§ Urban and Environmental Planning EEDDUUCCAATTIIOONN && CCEERRTTIIFFIICCAATTIIOONNSS BBSS,, PPssyycchhoollooggyy Cal State University | Fullerton, CA MMAA,, GGeeooggrraapphhyy San Diego State University | San Diego, CA IInntteerrnnaattiioonnaall AAssssoocciiaattiioonn ooff PPuubblliicc PPaarrttiicciippaattiioonn CCeerrttiiffiiccaattiioonn AAmmeerriiccaann IInnssttiittuuttee ooff CCeerrttiiffiieedd PPllaannnneerrss,, 11999955--22001177 MMEEMMBBEERRSSHHIIPPSS AAmmeerriiccaann PPllaannnniinngg AAssssoocciiaattiioonn –– SSaann DDiieeggoo BBooaarrdd,, PPrrooffeessssiioonnaall DDeevveellooppmmeenntt CChhaaiirr LLaammbbddaa AAllpphhaa HHoonnoorraarryy LLaanndd UUssee EEccoonnoommiiccss SSoocciieettyy C-64 CCiittyy ooff LLooss AAnnggeelleess —— SSeeaa LLeevveell RRiissee AAddaappttaattiioonn PPllaannnniinngg ffoorr VVeenniiccee,, LLooccaall CCooaassttaall PPrrooggrraamm Public Involvement Director Joan recently completed a community engagement process for the City of Los Angeles, focusing on providing essential information about sea level rise and flood risks, community vulnerabilities, and mitigation opportunities. Input helped to guide the vulnerability assessment and mitigation planning. CCiittyy ooff CCaarrllssbbaadd —— OOnn--CCaallll CCoommmmuunniittyy OOuuttrreeaacchh SSeerrvviicceess Community Outreach Manager Joan worked with City’s public information team on community meetings, informational materials, event planning, and strategy for multiple projects including Art in Public Places project, Carlsbad Boulevard/State Beach, downtown circulation improvements, and wildfire recovery. City of Mission Viejo — Civic Core Vision Plan Community Engagement Director and Facilitator Joan led the public involvement program for an exciting visioning process in Mission Viejo, honored with an Orange County APA award. The City Council charged the team with involving the cross-section of Mission Viejo communities in exploring possibilities for new places, experiences, and changes in the central civic and commercial core. Working closely with the team, urban designers, and economists, Joan and her team conducted supporting popup outreach, community workshops, website and social media communications, a citywide survey, and youth visioning workshops. CCiittyy ooff OOxxnnaarrdd —— PPaarrkkss aanndd RReeccrreeaattiioonn MMaasstteerr PPllaann,, CClliimmaattee AAccttiioonn aanndd AAddaappttaattiioonn PPllaann,, aanndd SSuussttaaiinnaabbllee TTrraannssppoorrttaattiioonn PPllaann Community Engagement Director and Facilitator Joan played an instrumental role in broad-based community involvement for Oxnard’s citywide park planning project. Working closely with City staff, Joan and her team prepared the public involvement strategy which emphasized engaging the full cross- section of Oxnard communities, including those underrepresented in local planning, especially South Oxnard and Mixtec communities. Input solicited through survey, interactive workshops, an advisory group, focus groups, and partnerships with community organizations shaped priorities, opportunities, and direction. Joan and team are now conducting multi-pronged public involvement for citywide climate action and adaptation planning and sustainable transportation planning. CCiittyy ooff MMaalliibbuu —— SSeeaa LLeevveell RRiissee VVuullnneerraabbiilliittyy SSttuuddyy Public Involvement Director Joan’s team has prepared the community engagement plan for this recently launched project and is now preparing the logistics plan for the first burst of engagement, including exploration of online and remote meeting options. CCiittyy ooff BBuurrbbaannkk —— CCiittyywwiiddee CCoommpplleettee SSttrreeeettss PPllaann Community Engagement Director and Facilitator Joan directed the Kearns & West’s community engagement team, providing strategy, project management, and facilitation support for the citywide mobility planning project, approved by City Council in 2020. The team exceeded City officials’ and staff’s objective to use this project to re-think their public involvement approach for greater inclusiveness and effectiveness. An important success factor has been conducting “experiential” engagement outside in the areas ripest for mobility make-overs. CCiittyy ooff SSaann MMaarrccooss —— GGeenneerraall PPllaann UUppddaattee aanndd EEIIRR Project Principal-in-Charge When the City of San Marcos updated its long-term city-wide planning framework for land use, transportation, and environmental initiatives, with a special focus on infill/TOD opportunities, Joan managed the comprehensive community involvement program. It included multiple series of community workshops, interactive website, telephone survey, youth program, and advisory committee, all with special focus on Spanish-speaking residents and other communities underrepresented in civic dialogue. Joan and team are conducting public involvement for San Marcos’ 2021 General Plan Update. CCiivviicc SSaann DDiieeggoo —— DDoowwnnttoowwnn SSaann DDiieeggoo CCoommmmuunniittyy PPllaann UUppddaattee aanndd EEIIRR Project Manager and Facilitator For this landmark plan addressing new development, housing, mobility, and public realm in all of downtown’s neighborhoods, Joan managed the extensive public outreach process as well as the plan preparation. It included a 30-person Steering Committee and subcommittees, stakeholder and neighborhood meetings, newsletters, website, media relations, public workshops, and survey. CCiittyy ooff CCoorroonnaaddoo —— EExxtteennssiioonn ooff SSttaaffff CCoonnssuullttiinngg ffoorr MMuullttiippllee PPrroojjeeccttss Project Manager and Community Outreach Joan served as project manager on behalf of the City for phases of the Hotel del Coronado Specific Plan, Glorietta Bay Master Plan, and Orange Avenue Corridor Specific Plan, including community outreach and process strategy. C-65 JJEENNNNAA TTOOUURRJJÉÉ, AAIICCPP SSEENNIIOORR DDIIRREECCTTOORR AANNDD FFAACCIILLIITTAATTOORR SSUUMMMMAARRYY OOFF QQUUAALLIIFFIICCAATTIIOONNSS Jenna Tourjé is a Senior Director at Kearns & West with over 13 years of experience in community engagement, stakeholder facilitation, and urban planning. She is passionate about partnering with communities on the path to creating healthy, whole, and equitable places where people love where they live and have a voice and a stake in the future. Through her experience as an outreach professional, urban planner, and educator, Jenna’s unique expertise informs each one of her projects. Jenna loves place-based projects that connect neighbor to neighbor. She has led and facilitated stakeholder and community engagement for coastal cities across Southern California, including Laguna Beach, Newport Beach, Carlsbad, Long Beach, and Malibu. Community planning projects in Jenna’s resume include mixed-use and infill development, housing policy, downtown districts and corridors, and city-wide comprehensive policy frameworks. Jenna’s expertise in inclusive engagement is rooted in her work alongside community-based organizations, and her community involvement practices are designed to engage even the hardest-to-reach community members. Jenna leads multi-pronged involvement strategies that include pop-up events and walking tours, traditional and virtual workshops, small group facilitation, digital and touchless engagement, and stakeholder communication. Jenna is certified by the International Association of Public Participation (IAP2) and is a Planning Commissioner for the City of Costa Mesa. She is bilingual in English and Spanish. EEXXAAMMPPLLEE PPRROOJJEECCTTSS CCiittyy ooff NNeewwppoorrtt BBeeaacchh —— GGeenneerraall PPllaann HHoouussiinngg aanndd CCiirrccuullaattiioonn EElleemmeennttss UUppddaattee Public Outreach Director | 2019 to Present Jenna provides leadership on this project to the Kearns & West team, working with public works and planning staff, in planning and facilitating broad community engagement to gather feedback for incorporation into the Housing and Circulation Elements to reflect updated RHNA allocation numbers. The project included a Listen & Learn before the limited general plan update and focused engagement on Circulation and Housing. Outreach has included 10 in-person workshops, a Housing Element Advisory Committee, a dozen virtual workshops, and interactive digital engagement. The outreach process started in-person and successfully migrated to virtual platforms during the pandemic to meet the needs and expectations of Newport Beach’s highly involved citizens. CCiittyy ooff SSaann MMaarrccooss —— SSaann MMaarrccooss GGeenneerraall PPllaann UUppddaattee Project Manager & Lead Facilitator | 2020 to Present The City of San Marcos began a General Plan Update with an emphasis on economic development and infill strategies alongside a Housing Element Update. Jenna leads community and stakeholder outreach for the General Plan Update, including leading both the General Plan Update Advisory Committee, digital and in- person engagement. CCiittyy ooff MMaalliibbuu —— MMaalliibbuu BBlluuffffss PPaarrkkllaanndd MMaasstteerr PPllaann aanndd EEIIRR Public Outreach Lead | 2015 to 2016 Jenna coordinated the public outreach and engagement for the Malibu Bluffs Park Master Plan. Outreach for the project included interactive online engagement, a youth design charrette, visual preference surveys, and community meetings engaging over 1000 residents in the park design. The project helped the City explore the potential of the Parkland to provide new recreational opportunities for the Malibu community to meet the City’s current and future recreation needs. JTourje@kearnswest.com 760.296.9355 EEXXPPEERRTTIISSEE §§Public Involvement §§Stakeholder Facilitation §§Participatory Process Design §§Urban and Environmental Planning EEDDUUCCAATTIIOONN && CCEERRTTIIFFIICCAATTIIOONNSS BBAA,, IInntteerrnnaattiioonnaall DDeevveellooppmmeenntt University of California, Irvine | Irvine, CA MMUURRPP,, UUrrbbaann aanndd RReeggiioonnaall PPllaannnniinngg University of California, Irvine | Irvine, CA AAmmeerriiccaann IInnssttiittuuttee ooff CCeerrttiiffiieedd PPllaannnneerrss ((AAIICCPP)) American Planning Association CCeerrttiiffiiccaattee,, PPuubblliicc PPaarrttiicciippaattiioonn International Association of Public Participation (IAP2) YYEEAARRSS OOFF EEXXPPEERRIIEENNCCEE §§TToottaall = 13 years §§CCuurrrreenntt FFiirrmm = 3 years MMEEMMBBEERRSSHHIIPPSS AAmmeerriiccaann PPllaannnniinngg AAssssoocciiaattiioonn,, OOrraannggee CCoouunnttyy CChhaapptteerr ((OOCC--AAPPAA)) IInntteerrnnaattiioonnaall AAssssoocciiaattiioonn ooff PPuubblliicc PPaarrttiicciippaattiioonn ((IIAAPP22)) C-66 CCiittyy ooff LLooss AAnnggeelleess —— SSeeaa LLeevveell RRiissee AAddaappttaattiioonn PPllaannnniinngg//VVeenniiccee LLooccaall CCooaassttaall PPrrooggrraamm UUppddaattee Outreach Specialist | 2018 For the series of community workshops, Jenna has assisted with facilitating discussions with community members to convey information about climate-related flooding risks, community vulnerabilities, and mitigation concepts. Facilitation has required special attention on effective communication techniques for the ethnically and economically diverse communities in Venice. CCiittyy ooff LLaagguunnaa BBeeaacchh —— EEnnhhaanncceedd MMoobbiilliittyy aanndd CCoommpplleettee SSttrreeeettss TTrraannssiittiioonn PPllaann Planner | 2014 to 2015 Jenna developed the final plan and deliverables for the Enhancement Mobility and Complete Streets Transition Plan. The plan is designed to provide the policy framework for the City to implement physical and operational changes to the roadway network to improve conditions for all users including bicycles, pedestrians, transit, and motor vehicles. Extensive community outreach — including an online survey, walk audit, and bike audit — resulted in community identification of issues and opportunities. The project included an extensive analysis of the existing facilities in Laguna Beach that support or hinder mobility, including sidewalk locations, street grades, and speed limits. The final plan contained recommendations to improve mobility citywide. CCiittyy ooff LLoonngg BBeeaacchh —— 1155tthh SSttrreeeett CCoorrrriiddoorr BBiiccyyccllee BBoouulleevvaarrdd Public Outreach Lead | 2018 Jenna managed, coordinated, and facilitated outreach and engagement activities for the project. The 15th Street Corridor Bicycle Boulevard is part of a citywide network of bicycle boulevard projects on local neighborhood roadways. The network of bicycle boulevards forms the backbone of the City's bicycle master plan. The project consisted of Class II and Class III bicycle facilities, traffic circles, roadway rehabilitation, signage and striping improvements, and traffic signal improvements with bicycle detection. CCiittyy ooff MMiissssiioonn VViieejjoo —— GGoollff CCoouurrssee aanndd OOppeenn SSppaaccee MMaasstteerr PPllaann Community Engagement Director | 2020 to Present Jenna leads outreach for the golf course and open space vision plan. The Kearns & West approach includes engagement with current and future users of the course, neighbors who have a vested interest in the success of the course and availability of open space, and residents who live in Mission Viejo. The multi-pronged approach includes stakeholder listening sessions, a community-wide workshop, and an online survey tool. CCiittyy ooff SSaannttaa CCllaarriittaa —— OOlldd TToowwnn NNeewwhhaallll SSppeecciiffiicc PPllaann UUppddaattee Community Engagement Director | 2021 to Present Kearns & West is supporting the City of Santa Clarita by providing community outreach and engagement to gather input for an update of the successful Old Town Newhall Specific Plan. Jenna provides strategy and direction for engaging stakeholders and the community to update the Specific Plan, including facilitating focus groups and a socially-distanced walking tour of Old Town Newhall. Future engagement includes pop-up events in Old Town Newhall. CCiittyy ooff OOxxnnaarrdd —— CClliimmaattee AAccttiioonn aanndd AAddaappttaattiioonn PPllaann;; OOrrmmoonndd BBeeaacchh CCooaassttaall RReessttoorraattiioonn aanndd PPuubblliicc AAcccceessss PPllaann Community Engagement Director | 2020 to 2021 Jenna leads the development and implementation of the broad-based community involvement program for these projects. Working closely with City staff, Jenna and her team prepared the public involvement strategy which emphasized engaging the full cross-section of Oxnard communities, including those underrepresented in local planning — and especially South Oxnard and Mixtec communities. Input solicited through survey, interactive workshops, advisory group, focus groups, and partnerships with community organizations shaped priorities, opportunities, and direction. Jenna is now helping the City prepare for launching public involvement for the citywide climate action and adaptation planning. C-67 Market Research/Impact Analysis With over 15 years of experience in land use economics, Mr. Harris provides clients with market demand and feasibility studies, mixed-use programming recommendations, financial analysis, economic and fiscal impact assessments, and economic development strategies. Integral to Mr. Harris’s work is the premium placed on developing analysis techniques to gather data at the micro level for market analysis. Using a combination of public data sources, private secondary data sources, first person interviews, GIS data, and on-the-ground site inspection, he is able to construct various models of analysis to effectively determine a development’s market area, capture rate, and absorption, which determine overall demand and feasibly. Mr. Harris also has vast experience with both fiscal/ economic impact analysis. Mr. Harris has created a variety of fiscal models and provided economic impact analysis at the city, county, state, and national level. His broad range of experience working with cities, counties, redevelopment agencies, land planning/urban design firms, and real estate development interests allows him to effectively evaluate projects from both the private and public perspective. Market/Financial Analysis Mr. Harris’ work in market analysis has included analysis of variety of land uses including residential, industrial, retail, office, hotel, recreational, and mixed-use development. Illustrative projects for private developers and municipal clients are included below. ‣Grantville Redevelopment Area Community Plan Economics (San Diego, California) ‣Transit Village Specific Plan Economics (El Monte, California) ‣Fresno High Speed Rail TOD Plan Economics (Fresno, California) ‣Economic Futures Analysis of Nodes & Corridors (los Angeles, California) ‣The Shoppes Phase II Compass Blueprint Project (Chino Hills, California) ‣Feasibility of Alternative TOD Concepts (Los Angeles, California) ‣Bob Hope Master Plan Mixed-Use TOD Analysis (Burbank, California) ‣TOD Financial Analysis (Santa Monica, California) ‣SunCal’s Proposed Waterfront Mixed-Use Project (Redondo Beach, California) ‣San Diego Incentive Zoning Economics (San Diego, California) ‣Sunroad Enterprises Confidential Market Analysis (San Diego, California) ‣The Howard Hughes Development Corporation Confidential Market Analysis (Dallas, Texas) ‣Forest City Confidential Market Analysis (Los Angeles, California) Impact Analysis Mr. Harris’ work in economic impact analysis has included analysis of variety of land uses including real estate development, gaming, themed attractions, sporting venues, and special events. Illustrative projects are included below. ‣NIKE, Inc.’s Corporate Headquarter Operations (Beaverton, Oregon) ‣Proposed Los Angeles Football Stadium at Grand Crossing (City of Industry, California) ‣Coachella Music Festival (Indio, California) ‣AMGEN Tour of California (Santa Clarita, California) Previous Experience Prior to joining Pro Forma Advisors, Mr. Harris was an Associate Director of Economics at AECOM. He was also a Senior Associate at Economics Research Associates (ERA) prior to the company’s acquisition. Education Lance received an M.A. in Urban Planning from the USC Price School of Public Policy specializing in real estate and economic development. He also has a B.A. degree in Political Science from the Trinity College in Hartford, Connecticut. Professional Affiliations Mr. Harris represents Pro Forma Advisors in the American Planning Association. Mr. Harris is the former chair of APA’s national Economic Development Division. Lance R. Harris Partner C-68 800.450.1818 HELLO@DUDEK.COM DUDEK.COM C-69 REVISED Sep. 7, 2021 CITY OF RANCHO PALOS VERDES ESTABLISHMENT OF A MIXED-USE OVERLAY ZONING DISTRICT DUDEK SCOPE OF SERVICES TASK A: RESEARCH AND ANALYSIS A.1: Data Gathering and Literature Review Dudek will gather and review all relevant information and data pertinent to the Project. To begin, our team will perform a literature review to thoroughly understand the City’s current housing policies, inclusive of the zoning code, development standards, and ongoing Housing Element update. We will specifically review Title 17 (Zoning) of the Rancho Palos Verdes Municipal Code, Western Avenue Specific Plan, General Plan, and related maps to analyze the existing conditions along Western Avenue, Silver Spur Road, and adjacent parcels. We will research applicable laws, policies, and guidelines that have a direct impact on the production of housing in the City and that overlap the work of this effort, including the Regional Housing Needs Assessment, the California Density Bonus Law, and others. A.2: Best Practices and Emerging Trends Dudek will research recently completed and ongoing housing incentive overlays in cities with similar markets. This will include cities for which Dudek is currently preparing similar overlays (e.g. Fullerton and Santa Clarita) as well as others (in collaboration with City staff). A.3: Site Confirmation Our team will review sites pre-selected by the City and supplement with an additional citywide analysis to confirm appropriate sites to include with the proposed Mixed-use Overlay Zone. We will compile any City-provided data (parcels, streets, zoning/land uses, building footprints, aerial photography, etc.) with data gathered by the team (market, property, demographic, etc.) to prepare a City-wide existing conditions base map in geographic information system (GIS) and to confirm and analyze the usability of additional Institutional and Commercial zoned parcels in the City (Commercial–General, Commercial– Limited, Commercial–Neighborhood, Commercial– Professional, and Commercial–Recreational). We recognize that not all Institutional and Commercially zoned parcels will be feasible or appropriate. To that end, we are proposing the following methodology to select the most appropriate sites. As a first step, our team will determine if the site and its context are suitable or opportune for new residential development by testing each site against the following preliminary criteria, as agreed upon with the City: C-70 REVISED Sep. 7, 2021 • Parcels with minimum width and depth dimensions suitable for typical multifamily residential building types. • Parcels that represent immediate opportunities for redevelopment, e.g., are currently vacant or occupied by surface parking lots. • Parcels that are underutilized, such as properties with relatively low improvement values relative to their land values and therefore opportunities to increase the value of improvements. Using the pre- liminary screen of County Assessor data in GIS, the economic team will test the selected sites based on the following methodology. o First, we will identify all vacant sites or sites currently occupied by surface parking lots. Given these parcels’ lack of improvements, they could be appropriate for immediate redevelopment with a change to a residential land designation. o Second, we will identify all properties where the improvement value is 40% of the land value. While there is no set benchmark, typically the land value represents 30% of the total market value of a property. As such, improvements would roughly equal 70% of the total market value. A relatively low improvement value relative to the land value of a property suggests that the land is underutilized and that there are higher value improvements that can be developed on the land. It should be noted that this is not a perfect estimate of underutilized land, but it can be used as a benchmark to identify properties that may have potential for redevelopment. o Finally, we will identify low-intensity sites where the floor-to-area ratio value is below 0.10 and more intensive redevelopment may be appropriate. “Institutional, Other, and Recreation” land use categories, which do not report building size, and specific multifamily condo parcels will not be accounted in the County Assessor database. As such, the team will work with the City to determine if such properties should be considered. • Parcels that are transit-adjacent, e.g., lie within high-quality transit areas, defined by the Southern California Association of Governments as being within one-half mile from major transit stops and high-quality transit corridors. This applies primarily to parcels along Western Avenue. • Parcels that lie outside of areas most vulnerable to air pollution (e.g., within 500 feet of freeways or 1,000 feet of distribution centers, etc.), as identified by the California Air Resources Board’s Air Quality and Land Use Handbook. • Parcels within a 10-minute walkshed of schools and parks. • Parcels with property owners who have indicated willingness to develop residential uses. A.4: High-level Development Feasibility Our team, led by economic subconsultant, Pro Forma Advisors, will conduct high-level economic assessment of Rancho Palos Verdes. We will review residential real estate market fundamentals to document recent sales by housing type, development trends, asking rents, vacancy rates, and capitalization rates. Based upon the market assessment, we will propose a limited number of C-71 REVISED Sep. 7, 2021 housing typologies (for-sale or for-rent) that appear most likely to have market support and be financially feasible to develop. Revenue assumptions used in the financial testing will be collected in the market assessment. Pro Forma Advisors will provide hard and soft cost assumptions based on industry knowledge and contemporary per square foot estimates. With the revenue and development cost assumptions in hand, we will determine the residual land value of each development scenario. This residual land value can then be compared to the typical land value associated with an illustrative commercial parcel in the city. The delta in value would then be used to better understand the value created by the potential land use change from commercial to residential development. This will provide the planning team market-tested data on building typologies that are feasible within the City’s real estate sub-economy. Deliverables: • Summary Memorandum and Pro Forma Analysis TASK B: MIXED-USE OVERLAY ORDINANCE B.1 Draft and Final Ordinance Our team will create draft and final development standards that will apply to new mixed-use developments triggered by the regulations set forth in the proposed mixed-use overlay district. We will also review the existing code and suggest revisions to other related sections of the code for consistency. The proposed ordinance will incorporate clear, easy- to-understand graphics to enhance understanding and reduce misinterpretations. The development standards will rely on the (optional) market feasibility analysis to establish building envelopes that are market tested and have the support of the development community. TASK C: WESTERN AVENUE SPECIFIC PLAN AND GENERAL PLAN UPDATE C.1: Review Our team will review the current Western Avenue Specific Plan and the City’s General Plan and evaluate their language for consistency with the proposed mixed- use overlay district. This review will highlight the sections that are in conflict and suggest revisions. C.2 Draft and Final updates Based on guidance from City staff, the Dudek planning team will draft and finalize surgical updates to the Western Avenue Specific Plan and the General Plan to bring them in conformance and establish overall consistency with the proposed mixed-use overlay zoning district to avoid discrepancies or potential unintended consequences. C-72 REVISED Sep. 7, 2021 TASK D: PUBLIC PARTICIPATION AND OUTREACH D.1 Outreach Plan The Dudek outreach team, led by Kearns & West, the team’s outreach subconsultant, will prepare an outreach memo that includes objectives for involving the public in planning, descriptions of outreach and engagement activities, methods for publicizing involvement opportunities, and timeline showing synchronization of activities with the planning process. D.2 Targeted key stakeholder outreach The Dudek outreach team will participate with City staff on calls with up to six (6) community leaders to tell them about the project community involvement opportunities, hear about best practices for getting the word out, and ask for their help in publicizing the workshops. D.3 Community Events Dudek will support and facilitate up to two (2) community outreach meetings. The first outreach meeting will include a socially distanced walking tour of Western Avenue (the location of the far majority of commercially zoned parcels in the City) and will include stakeholders, project team, City staff, and the public. The second community meeting/workshop is anticipated to be conducted either virtually and/or in- person using a platform that allows for polling, dialogue, and other forms of interaction. Community meetings participants shall include local business and property owners, residents, and other stakeholders. For each meeting, Dudek will staff two facilitators and an outreach specialist; prepare a logistics memo and an annotated agenda for the virtual meetings; coordinate with the team for meeting preparation and dry run; and create an After Action Report that documents attendance, format and presentation, input, and major discussion themes. TASK E: PREPARE RELEVANT ENVIRONMENTAL DOCUMENTS Summary of CEQA Approach The Environmental Impact Report (EIR) prepared for the Mixed-Use Overlay Zone is likely to be a Program Environmental Impact Report (PEIR) that analyzes buildout of the feasible opportunity sites on a programmatic level. It is our intent that the PEIR will include sufficient level of detail, analysis, and mitigation options to allow the City and residential developers to efficiently tier-off the PEIR as redevelopment of each particular site is proposed. The PEIR will be drafted with the C-73 REVISED Sep. 7, 2021 mindset that the PEIR should be a tool available to the City and project applicants to streamline future environmental clearance processes as development is proposed for the opportunity sites. The PEIR will ensure compliance with California Assembly Bill 52 (AB 52, Chapter 532, Statutes of 2014) and Senate Bill 18 (SB 18, Chapter 905, Statutes of 2004). E.1a Initial Study and Notice of Preparation Consistent with the CEQA Guidelines, Appendix G Checklist, as well as with the City’s adopted CEQA Environmental Checklist (Initial Study [IS]) and local CEQA implementation guidelines, Dudek will prepare one (1) administrative draft IS for review and comment by the City. The administrative draft IS will identify potentially significant environmental impacts associated with buildout of the Project. Environmental setting, impact analyses, and substantiating documentation will be provided to support all responses and conclusions in the IS, including concise tables and high- quality, full-color figures. The intent of the Administrative Draft IS is to scope-out as many environmental resource topics from the PEIR as feasible/defensible. Following one round of review of and comment on the administrative draft IS by the City, we will make one (1) round of revisions, as required. It is our intent that these revisions will satisfactorily address all prior comments on the administrative draft IS, and no substantial review efforts beyond a final “page-turn” review will be required. This revised version of the IS will serve as the final version of the document. Consistent with CEQA Guidelines, Section 15082, Dudek will work with the City to prepare a Notice of Preparation (NOP) of a draft PEIR. The NOP will provide the responsible and trustee agencies and the California Office of Planning and Research/State Clearinghouse (SCH) with sufficient information describing the Project and the potential environmental effects to enable the outside agencies to make a meaningful response. At a minimum, the information will include a description of the Project, location of the Project, and probable environmental impacts of the Project. Following one (1) round of review of and comment on the draft version of the NOP, Dudek will make one (1) round of revisions, as required. Following revisions to the NOP, Dudek will coordinate circulation with the City for the combined IS/NOP. Dudek will provide the IS/NOP to SCH as well as post the NOP with the Los Angeles County Clerk. Deliverables: • IS/NOP (electronic copy, five [5] hard copies with appendices on CD, and 20 CDs/flash drives) • SCH Summary Form and IS/NOP uploaded to SCH website • NOP posted with the Los Angeles County Clerk • Notice of Completion (NOC) Form (electronic copy, one [1] hard copy) C-74 REVISED Sep. 7, 2021 E.1b Public Scoping Meeting Dudek will coordinate with the City on a public scoping meeting. Dudek assumes City staff will be responsible for securing the meeting location, if the meeting is to be held in person. If the meeting is held virtually, Dudek can host the meeting using Zoom. During the meeting, Dudek will present a PowerPoint presentation, monitor comments received, answer questions pertaining to CEQA and the PEIR, and provide a summary of public comments with regard to any environmental concerns raised. This input will be used to focus the environmental issues to be addressed in the administrative draft PEIR. A summary of comments received will be included in the administrative draft PEIR. Deliverables: PowerPoint meeting presentation, scoping comment cards, and meeting notes/comment summary E.2 Program-Level Technical Analyses Dudek will conduct program-level technical analyses to support the evaluation and determinations in the Project, as follows: • Program-level air quality, greenhouse gas emissions, and energy assessment • Program-level noise and vibration assessment • Program-level vehicle miles traveled assessment For the sake of brevity, the complete scopes of work for each supporting technical study listed below can be provided to the City on request. These programmatic analyses will be memorialized in individual technical memorandums or incorporated directly in the applicable PEIR sections. Prior to commencing work on these technical analyses, Dudek will coordinate with the City to tailor the scopes of the analyses to meet the City’s expectations while being mindful of the budgetary constraints for the analyses. Deliverables: • Technical analyses included directly in individual technical memorandums or directly in the applicable PEIR sections (electronic copies). E.3a Administrative Draft PEIR Consistent with CEQA Guidelines, Article 9, Dudek will prepare one (1) administrative draft PEIR for review and comment by the City. As required by CEQA and the CEQA Guidelines, the administrative draft PEIR will include the following chapters: Introduction, Executive Summary, Environmental Setting, Project Description, Environmental Analysis, Cumulative Impacts, Other CEQA Considerations, and Alternatives to the Project. Each of the EIR’s Environmental Analysis sections will include a discussion of each environmental topic within five main sections: (1) Existing Conditions, (2) Regulatory Framework, (3) Impacts and Mitigation, (4) Cumulative Effects, and (5) References. The discussion of impacts and mitigation will be divided into subsections based on the recent update to CEQA Guidelines, Appendix G, Environmental C-75 REVISED Sep. 7, 2021 Checklist, questions. Each of these subsections will enable clarity, ease of use, and organization, and each subsection will be headed by a summary box or table. Based on our understanding of the Project and the City, we assume that up to 13 environmental analysis administrative draft PEIR sections will need to be prepared, including but not limited to, the following potential environmental issues that may need to be comprehensively addressed in their own sections (as opposed to being “focused out” in the IS/NOP): 1. Aesthetics 2. Air Quality 3. Cultural Resources 4. Energy 5. Greenhouse Gas Emissions 6. Hazards and Hazardous Materials 7. Land Use and Planning 8. Noise 9. Population and Housing 10. Public Services 11. Transportation 12. Tribal Cultural Resources (summarizing AB 52 and SB 18 outreach efforts) 13. Utilities and Service Systems In addition to the Environmental Analysis sections, the administrative draft PEIR will also include the following chapters: Other CEQA Considerations and Alternatives to the Project (note that this scope of work and budget assumes up to three [3] Project alternatives, including the “No Project” alternative, would be analyzed). Deliverables: • Administrative draft PEIR (electronic copy) E.3b Screencheck Draft PEIR Following receipt of comments from the City on the administrative draft PEIR, Dudek will update the document and re-submit the screencheck draft PEIR. The purpose of this screencheck submittal is to allow the City to review the revisions made to the administrative draft PEIR. Once the City performs the final review and comment on the screencheck draft PEIR, Dudek will respond to these final comments, review the proposed edits, and prepare a proofcheck draft PEIR in anticipation of finalizing the document for public review. Deliverables: • Screencheck draft PEIR (electronic copy) • Proofcheck draft PEIR (electronic copy) E.4 Public Review Draft PEIR C-76 REVISED Sep. 7, 2021 Following the final “page-turn” review of the proofcheck draft PEIR, Dudek will prepare and publicly distribute the public review draft PEIR to the County Clerk, SCH, responsible and trustee agencies, surrounding jurisdictions, and other interested parties pursuant to the distribution list prepared by the City. Technical appendices will be provided on a CD/flash drive affixed to the back cover of all hard copies of the draft PEIR. Dudek will distribute the deliverables via certified mail and/or overnight service and will include the Notice of Availability (NOA) of a public review draft PEIR prepared by Dudek. An optimized, online-ready electronic version of the public review draft PEIR will also be provided to the City. Deliverables: • Public review draft PEIR (electronic copy, 20 hard copies with appendices on CD, and 40 CDs/flash drives with public review draft PEIR plus appendices) • SCH Summary Form (electronic copy, 15 hard copies) plus CDs with public review draft PEIR and appendices • Notice of Completion (NOC) Form (electronic copy, one [1] hard copy) E.5 Final PEIR, Response to Comments, and Mitigation Monitoring and Reporting Program Dudek will provide responses to all agency and public comments that raise substantive environmental issues associated with the public review draft PEIR. The responses will be thoughtful and thorough and will be provided in a separate draft response to comments (RTC) memorandum. Based on the nature of the Project and the proximity to potential stakeholders, it is anticipated that no more 50 comments will be received by the City in relation to the Project (note that a single comment letter may include several comments). No letters from any potential Project opponent’s attorneys are assumed. If an extraordinary number of comment letters, letters from Project opponent’s attorneys (which are often lengthy and/or overly technical), or comment letters requiring new analysis are received, Dudek will discuss the budgetary implications with the City, and an augment may be required if any of these circumstances occurs. Dudek will prepare a mitigation monitoring and reporting program (MMRP) pursuant to CEQA Guidelines, Section 15097. The MMRP will contain all mitigation measures recommended in the final PEIR. The MMRP will provide the City with a single source of reference to the mitigation measures included in the final PEIR. For each measure or group of similar measures, the party responsible for ensuring proper implementation will be identified, along with the timing and method of verification. Dudek will coordinate with the City to determine if any revisions of the draft PEIR will be required as a result of public review and comments on the document. All revisions will be shown as changes to the original draft PEIR text in strikeout/underline format. In addition to these changes, the final PEIR will also be composed of the RTC memorandum and MMRP. Upon completion of the final PEIR, Dudek will coordinate distribution to all parties who requested a copy from the City. C-77 REVISED Sep. 7, 2021 Deliverables: • Draft and final versions of the RTC memorandum (electronic copies) • Draft and final versions of the MMRP (electronic copies) • Administrative, screencheck, public review, and final PEIR (electronic copy, 20 hard copies with appendices on CD, and 40 CDs/flash drives with final PEIR plus appendices) E.6 Findings of Fact and Statement of Overriding Consideration Dudek will prepare draft Findings of Fact for each significant effect identified in the Final PEIR and prepare a Statement of Overriding Considerations, if unavoidable significant impacts are identified. As required by the CEQA Guidelines, one of three findings must be made for each significant effect and must be supported by substantial evidence in the record. The Statement of Overriding Considerations will rely on input from the project team regarding the benefits of the project. Dudek will consult with the project team to review and finalize the Findings and Statement of Overriding Considerations for the City’s ultimate adoption. Deliverables: • Draft and final versions of the Findings of Fact and Statement of Overriding Considerations (electronic copies) TASK F: MEETINGS AND PROJECT MANAGEMENT The Dudek Project Manager will serve as the primary contact for the City and coordinate all communications and tasks across the project team. F.1: Kickoff Meeting Dudek will schedule and conduct a project kickoff meeting within two (2) weeks of notice to proceed. This meeting will be structured as a half-day partnering session. It will have multiple purposes: to understand City expectations and goals; discuss the work plan, schedule, and relevant issues and concerns; review and learn about concurrent and related studies and plans; discuss roles and responsibilities; agree upon a schedule for ongoing meetings; and confirm appropriate contacts. At the partnering session, a focused discussion on community engagement will also occur to outline the goals of the outreach effort, identify potential stakeholders, discuss tools and techniques, and map public events. By gaining a clear understanding of the City’s expectations at the project outset, Dudek will avoid rework and delays, delivering a plan that explicitly responds to the City’s needs. Further, the partnering C-78 REVISED Sep. 7, 2021 session provides the project team a forum to share aspirations and establish relationships that will last through the life of the project. F.2: Project Schedule The Dudek Project Manager will work with City staff to prepare and finalize a project schedule within two (2) weeks of the kickoff meeting that includes tasks and milestones that would allow Mixed-use Overlay District to be adopted by the City Council no later than March 2023. The schedule will include, but is not limited to, the following: •Milestones/tasks with adequate time for staff to review the work products. •A timeline for public outreach and meetings with anticipated commission and •Council hearings, study sessions, and individual meetings with City Councilmembers as necessary. •Tribal outreach in compliance with SB 18 and AB 52 regulations; and •An anticipated environmental review strategy and timeline. F.3: Project Coordination Dudek will coordinate and establish a regular biweekly check-in call. City and Dudek project managers will invite other participants to this call as needed. These periodic check-ins will chart completed tasks and status of ongoing work, reaffirm key milestones and deliverables, and flag any anticipated issues that may impact the schedule or budget. These meetings may be held via conference call or in person at the City’s offices (consistent with COVID public health guidelines). Dudek will prepare a meeting summary, including action items, for each meeting, and coordinate with staff to create and make presentations to the City and/or stakeholders as necessary. F.4: Council and Commission Meetings The Dudek project manager and relevant team members will attend at a minimum two (2) Planning Commission and two (2) City Council public hearings. C-79