HomeMy WebLinkAboutAGENDA REPORT 2021 0616 CCSA REG ITEM 10FCITY OF MOORPARK, CALIFORNIA
City Council Meeting
of June 16, 2021
ACTION APPROVED STAFF
RECOMMENDATIONS INCLUDING
ADOPTION OF RESOLUTION NO. 2021-
4017 (ROLL CALL VOTE: UNANIMOUS).
BY B. Garza
F. Consider Agreements with Interwest Consulting Group, Inc. and Civic Solutions,
Inc. for Contract Planning Services and Consider a Resolution Amending the City’s
Fiscal Year 2021/22 Adopted Budget by a Total Amount of $300,000. Staff
Recommendation: 1) Authorize the City Manager to execute an Agreement with
Interwest Consulting Group, Inc. to provide contract planning services with a not-
to-exceed amount of $150,000 with the option for the City Manager to approve a
one-year extension prior to the conclusion of the contract on June 30, 2024,
subject to final language approval of the City Manager; and 2) Authorize the City
Manager to execute an Agreement with Civic Solutions, Inc. to provide contract
planning services with a not-to-exceed amount of $150,000 with the option for the
City Manager to approve a one-year extension prior to the conclusion of the
contract on June 30, 2024, subject to final language approval of the City Manager;
and 3) Adopt Resolution No. 2021-4017 amending the Fiscal Year 2021/22
Adopted Operating Budget to appropriate $300,000 in both revenues to and
expenditures from the Community Development Fund for contract planning
services. (ROLL CALL VOTE REQUIRED) (Staff: Doug Spondello)
Item: 10.F.
MOORPARK CITY COUNCIL
AGENDA REPORT
TO: Honorable City Council
FROM: Douglas Spondello, AICP, Interim Community Development Director
DATE: 06/16/2021 Regular Meeting
SUBJECT: Consider Agreements with Interwest Consulting Group, Inc. and
Civic Solutions, Inc. for Contract Planning Services and Consider a
Resolution Amending the City’s Fiscal Year 2021/22 Adopted Budget
by a Total Amount of $300,000
SUMMARY
On March 15, 2021, the City issued a Request for Qualifications to solicit firms to
provide contract planning services. Following staff review of the proposals received,
staff recommends that the City Council approve, and authorize the City Manager to
execute, subject to final language approval, agreements with Interwest Consulting
Group, Inc. (Interwest) and Civic Solutions, Inc. (Civic Solutions) to provide contract
planning services to the City through June 30, 2024.
BACKGROUND
In January 2020, the City Council received and filed a “Community Development
Organizational Audit” conducted by an outside consulting firm, Management Partners,
which assessed the operations of the City’s Community Development Department and
made recommendations to improve operations. Among their recommendations was to
expand consulting services to include additional on-call planning casework assistance
(Recommendation 24). According to the audit, having on-call planning assistance is a
“good approach for addressing periods of peak workload, rather than incurring the cost
of hiring staff for the peak, having consultants on call allows the department to use the
resources when workload warrants it.”
The City Manager entered into an agreement with Rincon Consultants, Inc. (Rincon)
with a not-to-exceed amount of $40,000 in October 2019, to provide on-call contract
planning services do help address a significant backlog of development projects. Under
the agreement, the City has assigned various current planning projects to planners
provided by Rincon. In February 2020, after receiving the Management Partners audit,
the City Council voted to amend the term of the contract through December 31, 2020,
Item: 10.F.
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with a not-to-exceed amount of $100,000. On November 18, 2020, the City Council
approved a second amendment to extend the term of the contract through December
31, 2022, and increase the not-to-exceed amount to $200,000.
DISCUSSION
The Community Development Department is managing a backlog of high-profile
development applications and significant new development interest, all while advancing
the comprehensive update to the City’s General Plan. Department staffing is also
limited in the short-term by the recent retirement of the Community Development
Director and the vacancy of the Senior Housing Analyst. On-call planning consultants
ensure that staff can effectively manage the Department’s workflow while meeting state-
mandated timelines for environmental review, permit streamlining, the submittal of
annual reports, and responding to new legislation. While the City maintains an existing
contract with Rincon, additional consultants will further enhance the Department’s
bandwidth, provide options with the range of staff positions, and reduce the potential for
conflicts of interest on individual projects.
Staff published a Request for Qualifications for Contract Planning Services (RFQ) on
March 15, 2021, and received responses from 11 potential consultants. Staff evaluated
the vendors based on the following criteria:
• A demonstrated understanding of the scope of work, including:
o Development application review and project management;
o City-initiated research and zoning initiatives;
o Attendance at Planning Commission and City Council meetings;
o General consultation on planning/zoning issues; and
o General standards for billing and reporting.
• Qualifications of the Firm: Based on professional background and experience
performing the services outlined in the Scope of Work.
• Staffing: Sufficient personnel, time, and other resources to deliver the services
that may arise with short notice.
• Quality of references.
• Cost of providing services.
Community Development Staff identified the top five firms and held virtual interviews to
assess expertise, capacity, and fit with the City’s needs. Staff ranked Civic Solutions
and Interwest as the top qualified vendors. Staff subsequently negotiated draft
agreements with both firms and now recommends that the City Council approve the
agreements with not-to-exceed contract amounts of $150,000 for each vendor (for a
total of $300,000) and authorize the City Manager to execute the agreements subject to
final language approval. Though not selected as the top firms, staff also determined
that Jensen Design and Survey, Inc., Moore Iacofano Goltsman, Inc., and Willdan
Engineering, Inc. were qualified to provide the services requested by the City.
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The majority of costs incurred by the City for services provided under the proposed
agreement with Interwest and Civic Solutions (in addition to the existing agreement with
Rincon) are passed on to developers. For example, if the City obtains $1,000 worth of
services reviewing a specific project, then staff bills that $1,000 to the developer of that
project. Because the agreement provides for on-call services, there is no requirement
that the City procure the full $150,000 proposed value of each agreement if demand for
planning services does not materialize as anticipated. However, having these
agreements in place will ensure that the City can provide timely review of planning
permit applications during times of peak workload. The agreements also allow for City-
initiated research and zoning initiatives, which could include limited planning counter
plan check and staffing assistance as well as management of policy initiatives such as
the hemp ordinance and other limited updates to the zoning code. In these instances,
staff would identify a scope, schedule budget, and funding source for these services
and propose the amendments to the Operating Budget request necessary to support
the work.
The contracts offer a range of staffing positions at competitive hourly rates which are
outlined in the table below. For reference the City’s existing with Rincon establishes an
hourly billing rate for Senior Planner of $175.
Interwest Consulting Group, Inc. Civic Solutions, Inc.
Project Director $165 Principal-in-Charge $145
Principal Planner $155 Principal Planner $135
Senior Planner $140 Senior Planner $130
Associate Planner $120 Associate Planner $115
Assistant Planner $ 95 Assistant Planner $100
The proposed agreements with Interwest and Civic Solutions have an initial term that
concludes on June 30, 2024. Because the need to supplement the City’s planning staff
may continue beyond this initial term, it is recommended that the City Manager be
authorized to extend the term of the agreements for an additional one-year period. Any
proposed increase in the proposed $150,000 value of either contract would require
subsequent approval of the City Council.
FISCAL IMPACT
The attached resolution includes an amendment to the Fiscal Year 2021/2022 Adopted
Operating Budget to provide an additional $300,000 appropriation to the Community
Development Fund (2200). As noted previously, this appropriation would be offset by
revenues from developer deposit accounts that will fund these services.
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COUNCIL GOAL COMPLIANCE
This action directly supports the implementation of City Council Strategy 4, Goal 1,
Objective 4 (4.1.3): “Conduct an Organization and Management Study of the
Community Development Department to review and analyze the development process
and prepare an implementation plan by December 31, 2019.”
STAFF RECOMMENDATION (ROLL CALL VOTE REQUIRED)
1. Authorize the City Manager to execute an Agreement with Interwest Consulting
Group, Inc. to provide contract planning services with a not-to-exceed amount of
$150,000 with the option for the City Manager to approve a one-year extension
prior to the conclusion of the contract on June 30, 2024, subject to final language
approval of the City Manager; and
2. Authorize the City Manager to execute an Agreement with Civic Solutions, Inc. to
provide contract planning services with a not-to-exceed amount of $150,000 with
the option for the City Manager to approve a one-year extension prior to the
conclusion of the contract on June 30, 2024, subject to final language approval of
the City Manager; and
3. Adopt Resolution No. 2021-___ amending the Fiscal Year 2021/22 Adopted
Operating Budget to appropriate $300,000 in both revenues to and expenditures
from the Community Development Fund for contract planning services.
Attachment 1: Agreement with Interwest
Attachment 2: Agreement with Civic Solutions
Attachment 3: Draft Resolution No. 2021-____
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PROFESSIONAL SERVICES AGREEMENT BETWEEN
THE CITY OF MOORPARK AND INTERWEST CONSULTING GROUP
FOR CONTRACT PLANNING SERVICES
THIS AGREEMENT, made and effective as of this _____ day of
________________________, 2021, between the City of Moorpark, a municipal corporation
(“City”) and Interwest Consulting Group, Inc., a corporation (“Consultant”). In
consideration of the mutual covenants and conditions set forth herein, the parties agree
as follows:
WHEREAS, City has the need for contract planning services; and
WHEREAS, Consultant specializes in providing such services and has the proper
work experience, certifications, and background to carry out the duties involved; and
WHEREAS, Consultant has submitted to City a Proposal dated April 9, 2021,
which is attached hereto as Exhibit C.
NOW, THEREFORE, in consideration of the mutual covenants, benefits, and
premises herein stated, the parties hereto agree as follows:
1.TERM
The term of this Agreement shall be from the date of execution to June 30, 2024,
unless this Agreement is terminated, suspended, or extended, pursuant to this
Agreement.
2.SCOPE OF SERVICES
City does hereby retain Consultant, as an independent contractor, in a
contractual capacity to provide contract planning services, as set forth in Exhibit C. In
the event there is a conflict between the provisions of Exhibit C and this Agreement, the
language contained in this Agreement shall take precedence.
Consultant shall perform the tasks described and set forth in Exhibit C.
Consultant shall complete the tasks according to the schedule of performance which is
also set forth in Exhibit C.
Compensation for the services to be performed by Consultant shall be in
accordance with Exhibit C. Compensation shall not exceed the rates or total contract
value of one-hundred and fifty thousand dollars ($150,000.00), without a written
Amendment to the Agreement executed by both parties. Payment by City to Consultant
shall be in accordance with the provisions of this Agreement.
3.PERFORMANCE
Consultant shall at all times faithfully, competently and to the best of their ability,
experience, standard of care, and talent, perform all tasks described herein. Consultant
ATTACHMENT 1
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shall employ, at a minimum, generally accepted standards and practices utilized by
persons engaged in providing similar services as are required of Consultant hereunder
in meeting its obligations under this Agreement.
4.MANAGEMENT
The individual directly responsible for Consultant’s overall performance of the
Agreement provisions herein above set forth and to serve as principal liaison between
City and Consultant shall be Richard Smeaton, and no other individual may be
substituted without the prior written approval of the City Manager.
The City’s contact person in charge of administration of this Agreement, and to
serve as principal liaison between Consultant and City, shall be the City Manager or the
City Manager’s designee.
5.PAYMENT
Taxpayer ID or Social Security numbers must be provided by Consultant on an
IRS W-9 form before payments may be made by City to Consultant.
The City agrees to pay Consultant monthly, in accordance with the payment
rates and terms and the schedule of payment as set forth in Exhibit C, based upon
actual time spent on the above tasks. This amount shall not exceed one-hundred and
fifty thousand dollars ($150,000.00) for the total term of the Agreement unless additional
payment is approved as provided in this Agreement.
Consultant shall not be compensated for any services rendered in connection
with its performance of this Agreement, which are in addition to those set forth herein,
unless such additional services and compensation are authorized, in advance, in a
written amendment to this Agreement executed by both parties. The City Manager, if
authorized by City Council, may approve additional work not to exceed ten percent
(10%) of the amount of the Agreement.
Consultant shall submit invoices monthly for actual services performed. Invoices
shall be submitted on or about the first business day of each month, or as soon
thereafter as practical, for services provided in the previous month. Payment shall be
made within thirty (30) days of receipt of each invoice as to all non-disputed fees. Any
expense or reimbursable cost appearing on any invoice shall be accompanied by a
receipt or other documentation subject to approval of the City Manager or the City
Manager’s designee. If the City disputes any of Consultant’s fees or expenses, City
shall give written notice to Consultant within thirty (30) days of receipt of any disputed
fees set forth on the invoice.
6.TERMINATION OR SUSPENSION WITHOUT CAUSE
The City may at any time, for any reason, with or without cause, suspend, or
terminate this Agreement, or any portion hereof, by serving upon the Consultant at least
ten (10) days prior written notice. Upon receipt of said notice, the Consultant shall
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immediately cease all work under this Agreement, unless the notice provides otherwise.
If the City suspends or terminates a portion of this Agreement, such suspension or
termination shall not make void or invalidate the remainder of this Agreement.
The Consultant may terminate this Agreement only by providing City with written
notice no less than thirty (30) days in advance of such termination.
In the event this Agreement is terminated or suspended pursuant to this Section,
the City shall pay to Consultant the actual value of the work performed up to the time of
termination or suspension, provided that the work performed is of value to the City.
Upon termination or suspension of the Agreement pursuant to this Section, the
Consultant will submit an invoice to the City pursuant to this Agreement.
7. DEFAULT OF CONSULTANT
The Consultant’s failure to comply with the provisions of this Agreement shall
constitute a default. In the event that Consultant is in default for cause under the terms
of this Agreement, City shall have no obligation or duty to continue compensating
Consultant for any work performed after the date of default and can terminate or
suspend this Agreement immediately by written notice to the Consultant. If such failure
by the Consultant to make progress in the performance of work hereunder arises out of
causes beyond the Consultant’s control, and without fault or negligence of the
Consultant, it shall not be considered a default.
If the City Manager or his/her designee determines that the Consultant is in
default in the performance of any of the terms or conditions of this Agreement, he/she
shall cause to be served upon the Consultant a written notice of the default. The
Consultant shall have thirty (30) days after service upon it of said notice in which to cure
the default by rendering a satisfactory performance. In the event that the Consultant
fails to cure its default within such period of time, the City shall have the right,
notwithstanding any other provision of this Agreement, to terminate this Agreement
without further notice and without prejudice to any other remedy to which it may be
entitled at law, in equity or under this Agreement.
8. LIQUIDATED DAMAGES
There are no liquidated damages under this Agreement.
9. OWNERSHIP OF DOCUMENTS
Consultant shall maintain complete and accurate records with respect to sales,
costs, expenses, receipts, and other such information required by City that relate to the
performance of services under this Agreement. Consultant shall maintain adequate
records of services provided in sufficient detail to permit an evaluation of services. All
such records shall be maintained in accordance with generally accepted accounting
principles and shall be clearly identified and readily accessible. Consultant shall provide
free access to the representatives of City or the City’s designees at reasonable times to
such books and records; shall give the City the right to examine and audit said books
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and records; shall permit City to make transcripts therefrom as necessary; and shall
allow inspection of all work, data, documents, proceedings, and activities related to this
Agreement. Notification of audit shall be provided at least thirty (30) days before any
such audit is conducted. Such records, together with supporting documents, shall be
maintained for a period of three (3) years after receipt of final payment.
Upon completion of, or in the event of termination or suspension without cause of
this Agreement, all original documents, designs, drawings, maps, models, computer
files, surveys, notes, and other documents prepared in the course of providing the
services to be performed pursuant to this Agreement shall become the sole property of
the City and may be used, reused, or otherwise disposed of by the City without the
permission of the Consultant. With respect to computer files, Consultant shall make
available to the City, at the Consultant’s office and upon reasonable written request by
the City, the necessary computer software and hardware for purposes of accessing,
compiling, transferring, and printing computer files.
10. INDEMNIFICATION AND HOLD HARMLESS
When the law establishes a professional standard of care for Consultant’s
Services, to the fullest extent permitted by law, Consultant shall indemnify, protect,
defend and hold harmless City and any and all of its officials, employees, and agents
(“Indemnified Parties”) from and against any and all third party losses, liabilities,
damages, costs and expenses, including legal counsels’ fees and costs to the extent
same are caused in whole or in part by any negligent or wrongful act, error or omission
of Consultant, its officers, agents, employees or subconsultants (or any agency or
individual that Consultant shall bear the legal liability thereof) in the performance of
professional services under this Agreement.
Consultant agrees to obtain executed indemnity agreements with provisions
identical to those set forth here in this Section from each and every subcontractor, or
any other person or entity involved by, for, with, or on behalf of Consultant in the
performance of this Agreement. In the event Consultant fails to obtain such indemnity
obligations from others as required here, Consultant agrees to be fully responsible
according to the terms of this Section. Failure of City to monitor compliance with these
requirements imposes no additional obligations on City and will in no way act as a
waiver of any rights hereunder. This obligation to indemnify and defend City as set forth
here is binding on the successors, assigns, or heirs of Consultant and shall survive the
termination of this Agreement or this Section.
If a court of competent jurisdiction determines that a third party claim was caused
by the negligence or willful misconduct of Indemnified Parties, Consultant’s costs of
defense and indemnity shall be (1) reimbursed in full if the court determines any
negligence by the Indemnified Parties, or (2) reduced by the percentage of willful
misconduct attributed by the court to the Indemnified Parties.
Consultant shall have the right to control the defense and settlement of any claim
for which indemnification is sought under this Agreement that consultant is solely liable
for. City shall retain the right to control the defense and settlement of any claim where
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City and Consultant share liability. Consultants obligation to provide indemnification is
contingent upon timely notice of the claim for which indemnification is sought, such that
the defense of the claim is not prejudiced, and the reasonable cooperation of the party
seeking indemnification with the defense of the claim.
City does not and shall not waive any rights that it may have against Consultant
by reason of this Section, because of the acceptance by City, or the deposit with City, of
any insurance policy or certificate required pursuant to this Agreement. The hold
harmless and indemnification provisions shall apply regardless of whether or not said
insurance policies are determined to be applicable to any losses, liabilities, damages,
costs, and expenses described in this Section.
11.INSURANCE
Consultant shall maintain prior to the beginning of and for the duration of this
Agreement insurance coverage as specified in Exhibit A attached hereto and
incorporated herein by this reference as though set forth in full.
12.INDEPENDENT CONSULTANT
Consultant is and shall at all times remain as to the City a wholly independent
Contractor. The personnel performing the services under this Agreement on behalf of
Consultant shall at all times be under Consultant’s exclusive direction and control.
Neither City nor any of its officers, employees, or agents shall have control over the
conduct of Consultant or any of Consultant’s officers, employees, or agents, except as
set forth in this Agreement. Consultant shall not at any time or in any manner represent
that it or any of its officers, employees, or agents are in any manner officers or
employees, or agents of the City except as set forth in this Agreement. Consultant shall
not incur or have the power to incur any debt, obligation, or liability against City, or bind
City in any manner.
No employee benefits shall be available to Consultant in connection with the
performance of this Agreement. Except for the fees paid to Consultant as provided in
the Agreement, City shall not pay salaries, wages, or other compensation to Consultant
for performing services hereunder for City. City shall not be liable for compensation or
indemnification to Consultant for injury or sickness arising out of performing services
hereunder.
13.LEGAL RESPONSIBILITIES
The Consultant shall keep itself informed of local, state, and federal laws and
regulations which in any manner affect those employed by it or in any way affect the
performance of its service pursuant to this Agreement. The Consultant shall at all times
observe and comply with all such laws and regulations, including but not limited to the
Americans with Disabilities Act and Occupational Safety and Health Administration laws
and regulations. The Consultant shall comply with and sign Exhibit B, the Scope of
Work Requirement for Professional Services Agreements Compliance with California
Government Code Section 7550, when applicable. The City, and its officers and
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employees, shall not be liable at law or in equity occasioned by failure of the Consultant
to comply with this Section.
14.ANTI DISCRIMINATION
Neither the Consultant, nor any subconsultant under the Consultant, shall
discriminate in employment of persons upon the work because of race, religious creed,
color, national origin, ancestry, physical disability, mental disability, medical condition,
genetic information, marital status, sex, gender, gender identity, gender expression,
age, sexual orientation, or military and veteran status; or any other basis protected by
applicable federal, state, or local law, except as provided in Section 12940 of the
Government Code. Consultant shall have responsibility for compliance with this Section.
15.UNDUE INFLUENCE
Consultant declares and warrants that no undue influence or pressure is used
against or in concert with any officer or employee of the City in connection with the
award, terms, or implementation of this Agreement, including any method of coercion,
confidential financial arrangement, or financial inducement. No officer or employee of
the City will receive compensation, directly or indirectly from Consultant, or any officer,
employee, or agent of Consultant, in connection with the award of this Agreement or
any work to be conducted as a result of this Agreement. Violation of this Section shall
be a material breach of this Agreement entitling the City to any and all remedies at law
or in equity.
16.NO BENEFIT TO ARISE TO LOCAL EMPLOYEES
No member, officer, or employee of the City, or their designees or agents, and no
public official who exercises authority over or responsibilities with respect to the
Services during his/her tenure or for one year thereafter, shall have any interest, direct
or indirect, in any agreement or sub-agreement, or the proceeds thereof, for work to be
performed in connection with the Services performed under this Agreement.
17.CONFLICT OF INTEREST
The Consultant covenants that if they or any officer or principal of their firm have
any interests, or if they acquire any interest, directly or indirectly, which will conflict in
any manner or degree with the performance of their services hereunder, Consultant
shall immediately notify the City, in writing, informing the City of the nature of the
contract, prior to commencing with any work or entering into such contract. If the City
determines a potential conflict of interest, the City may assign any work related to the
conflict of interest to an alternate consultant.
18.NOTICE
Any notice to be given pursuant to this Agreement shall be in writing, and all such
notices and any other document to be delivered shall be delivered by personal service
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or by deposit in the United States mail, certified or registered, return receipt requested,
with postage prepaid, and addressed to the party for whom intended as follows:
To: City Manager
City of Moorpark
799 Moorpark Ave.
Moorpark, CA 93021
To: Interwest Consulting Group
Attn: Richard Smeaton
1500 S. Haven Ave., Suite 220
Ontario, CA 91761
Either party may, from time to time, by written notice to the other, designate a
different address or contact person, which shall be substituted for the one above
specified. Notices, payments and other documents shall be deemed delivered upon
receipt by personal service or as of the third (3rd) day after deposit in the United States
mail.
19.CHANGE IN NAME
Should a change be contemplated in the name or nature of the Consultant's legal
entity, the Consultant shall first notify the City in order that proper steps may be taken to
have the change reflected in the Agreement documents.
20.ASSIGNMENT
Consultant shall not assign this Agreement or any of the rights, duties, or
obligations hereunder. It is understood and acknowledged by the parties that Consultant
is uniquely qualified to perform the services provided for in this Agreement.
21.LICENSES
At all times during the term of this Agreement, Consultant shall have in full force
and effect, all licenses required of it by law for the performance of the services in this
Agreement.
22.VENUE AND GOVERNING LAW
This Agreement is made, entered into, and executed in Ventura County,
California, and any action filed in any court or for arbitration for the interpretation,
enforcement or other action of the terms, conditions, or covenants referred to herein
shall be filed in the applicable court in Ventura County, California. The City and
Consultant understand and agree that the laws of the state of California shall govern the
rights, obligations, duties, and liabilities of the parties to this Agreement and also govern
the interpretation of this Agreement.
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23.COST RECOVERY
In the event any action, suit or proceeding is brought for the enforcement of, or
the declaration of any right or obligation pursuant to this Agreement or as a result of any
alleged breach of any provision of this Agreement, the prevailing party shall be entitled
to recover its costs and expenses, including attorneys’ fees, from the losing party, and
any judgment or decree rendered in such a proceeding shall include an award thereof.
24.ENTIRE AGREEMENT
This Agreement and the Exhibits attached hereto contain the entire
understanding between the parties relating to the obligations of the parties described in
this Agreement. All prior or contemporaneous agreements, understandings,
representations, and statements, oral or written, are merged into this Agreement and
shall be of no further force or effect. Each party is entering into this Agreement based
solely upon the representations set forth herein and upon each party’s own independent
investigation of any and all facts such party deems material.
25.CAPTIONS OR HEADINGS
The captions and headings of the various Articles, Paragraphs, and Exhibits of
this Agreement are for convenience and identification only and shall not be deemed to
limit or define the content of the respective Articles, Paragraphs, and Exhibits hereof.
26.AMENDMENTS
Any amendment, modification, or variation from the terms of this Agreement shall
be in writing and shall be effective only upon approval by both parties to this Agreement.
27.PRECEDENCE
In the event of conflict, the requirements of the City’s Request for Proposal, if
any, and this Agreement shall take precedence over those contained in the Consultant’s
Proposal.
28.INTERPRETATION OF AGREEMENT
Should interpretation of this Agreement, or any portion thereof, be necessary, it is
deemed that this Agreement was prepared by the parties jointly and equally, and shall
not be interpreted against either party on the ground that the party prepared the
Agreement or caused it to be prepared.
29.WAIVER
No waiver of any provision of this Agreement shall be deemed, or shall
constitute, a waiver of any other provision, whether or not similar, nor shall any such
waiver constitute a continuing or subsequent waiver of the same provision. No waiver
shall be binding unless executed in writing by the party making the waiver.
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30.AUTHORITY TO EXECUTE
The person or persons executing this Agreement on behalf of the Consultant
warrants and represents that he/she has the authority to execute this Agreement on
behalf of the Consultant and has the authority to bind Consultant to the performance of
obligations hereunder.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed the day and year first above written.
CITY OF MOORPARK INTERWEST CONSULTING GROUP, INC.
Troy Brown, City Manager Avner Alkhas, Interim Chief Financial Officer
Attest:
Ky Spangler, City Clerk
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Exhibit A
INSURANCE REQUIREMENTS
Prior to the beginning of and throughout the duration of Work, Consultant will maintain
insurance in conformance with the requirements set forth below. Consultant will use
existing coverage to comply with these requirements. If that existing coverage does not
meet requirements set forth here, Consultant agrees to amend, supplement, or endorse
the existing coverage to do so. Consultant acknowledges that the insurance coverage
and policy limits set forth in this section constitute the minimum amount of coverage
required. Any insurance proceeds available to the City in excess of the limits and
coverage required in this Agreement and which is applicable to a given loss, will be
available to the City.
Consultant shall provide the following types and amounts of insurance:
Commercial General Liability Insurance using Insurance Services Office (ISO)
“Commercial General Liability” policy form CG 00 01 or the exact equivalent. Defense
costs must be paid in addition to limits. There shall be no cross liability exclusion for
claims or suits by one insured against another. Limits are subject to review but in no
event less than $1,000,000 per occurrence for all covered losses and no less than
$2,000,000 general aggregate.
Business Auto Coverage on ISO Business Auto Coverage form CA 00 01 including
symbol 1 (Any Auto) or the exact equivalent. Limits are subject to review, but in no
event to be less than $1,000,000 per accident. If Consultant owns no vehicles, this
requirement may be satisfied by a non-owned auto endorsement to the general liability
policy described above. If Consultant or Consultant’s employees will use personal autos
in any way on this project, Consultant shall provide evidence of personal auto liability for
each such person.
Workers’ Compensation on a state-approved policy form providing statutory benefits as
required by law with employer’s liability limits no less than $1,000,000 per accident or
disease.
Professional Liability or Errors and Omissions Insurance as appropriate shall be written
on a policy form coverage specifically designed to protect against acts, errors or
omissions of the Consultant and “Covered Professional Services” as designated in the
policy must specifically include work performed under this Agreement. The policy limit
shall be no less than $1,000,000 per claim and in the aggregate. The policy must “pay
on behalf of” the insured and must include a provision establishing the insurer’s duty to
defend. The policy retroactive date shall be on or before the effective date of this
Agreement.
Excess or Umbrella Liability Insurance (Over Primary) if used to meet limit
requirements, shall provide coverage at least as broad as specified for the underlying
coverages. Coverage shall be provided on a “pay on behalf” basis, with defense costs
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payable in addition to policy limits. Policy shall contain a provision obligating insurer at
the time insured’s liability is determined, not requiring actual payment by the insured
first. There shall be no cross liability exclusion precluding coverage for claims or suits by
one insured against another. Coverage shall be applicable to the City for injury to
employees of Consultant, subconsultants, or others involved in the Work. The scope of
coverage provided is subject to approval by the City following receipt of proof of
insurance as required herein. Limits are subject to review but in no event less than
$2,000,000 aggregate.
Insurance procured pursuant to these requirements shall be written by insurers that are
admitted carriers in the State of California and with an A.M. Bests rating of A- or better
and a minimum financial size of VII.
General conditions pertaining to provision of insurance coverage by Consultant.
Consultant and the City agree to the following with respect to insurance provided by
Consultant:
1. Consultant agrees to have its insurer endorse the third party general liability
coverage required herein to include as additional insureds the City, its officials,
employees, and agents, using standard ISO endorsement CG 2010 and CG
2037 with edition acceptable to the City. Consultant also agrees to require all
contractors and subcontractors to do likewise.
2. No liability insurance coverage provided to comply with this Agreement shall
prohibit Consultant, or Consultant’s employees, or agents, from waiving the right
to subrogation prior to a loss. Consultant agrees to waive subrogation rights
against the City regardless of the applicability of any insurance proceeds, and to
require all contractors and subcontractors to do likewise.
3. All insurance coverage and limits provided by Contractor and available or
applicable to this Agreement are intended to apply to the full extent of the
policies. Nothing contained in this Agreement or any other agreement relating to
the City or its operation limits the application of such insurance coverage.
4. None of the coverages required herein will be in compliance with these
requirements if they include limiting endorsement of any kind that has not been
first submitted to the City and approved in writing.
5. No liability policy shall contain any provision or definition that would serve to
eliminate so-called “third party action over” claims, including any exclusion for
bodily injury to an employee of the insured or of any contractor or subcontractor.
6. All coverage types and limits required are subject to approval, modification, and
additional requirements by the City, as the need arises. Consultant shall not
make any reductions in scope of coverage (e.g. elimination of contractual liability
or reduction of discovery period) that may affect the City’s protection without the
City’s prior written consent.
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7. Proof of compliance with these insurance requirements, consisting of certificates
of insurance evidencing all of the coverages required and an additional insured
endorsement to Consultant’s general liability policy, shall be delivered to city at or
prior to the execution of this Agreement. In the event such proof of any insurance
is not delivered as required, or in the event such insurance is canceled or
reduced at any time and no replacement coverage is provided, the City has the
right, but not the duty, to obtain any insurance it deems necessary to protect its
interests under this or any other Agreement and to pay the premium. Any
premium so paid by the City shall be charged to and promptly paid by Consultant
or deducted from sums due Consultant, at the City’s option.
8. Certificate(s) are to reflect that the insurer will provide thirty (30) days notice to
the City of any cancellation or reduction of coverage. Consultant agrees to
require its insurer to modify such certificates to delete any exculpatory wording
stating that failure of the insurer to mail written notice of cancellation or reduction
of coverage imposes no obligation, or that any party will “endeavor” (as opposed
to being required) to comply with the requirements of the certificate.
9. Except for Professional Liability and Workers’ Compensation, it is acknowledged
by the parties of this Agreement that all insurance coverage required to be
provided by Consultant or any subcontractor, is intended to apply first and on a
primary, non-contributing basis in relation to any other insurance or self-
insurance available to the City.
10. Consultant agrees to ensure that subcontractors, and any other party involved
with the Work who is brought onto or involved in the Work by Consultant, provide
the same minimum insurance 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 subcontractors
and others engaged in the Work will be submitted to the City for review.
11. Consultant agrees not to self-insure or to use any self-insured retentions or
deductibles on any portion of the insurance required herein and further agrees
that it will not allow any contractor, subcontractor, Architect, Engineer, or other
entity or person in any way involved in the performance of Work contemplated by
this Agreement to self-insure its obligations to the City. If Consultant’s existing
coverage includes a deductible or self-insured retention, the deductible or self-
insured retention must be declared to the City. At that time, the City shall review
options with the Consultant, which may include reduction or elimination of the
deductible or self-insured retention, substitution of other coverage, or other
solutions.
12. The City reserves the right at any time during the term of the Agreement 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 will negotiate additional
compensation proportional to the increased benefit to the City.
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13.For purposes of applying insurance coverage only, this Agreement will be
deemed to have been executed immediately upon any party hereto taking any
steps that can be deemed to be in furtherance of or towards performance of this
Agreement.
14.Consultant acknowledges and agrees that any actual or alleged failure on the
part of the City to inform Consultant of non-compliance with an insurance
requirement in no way imposes any additional obligations to the City nor does it
waive any rights hereunder in this or any other regard.
15.Consultant will renew the required coverage annually as long as the City, or its
employees or agents face an exposure from operations of any type pursuant to
this Agreement. This obligation applies whether or not the Agreement is canceled
or terminated for any reason. Termination of this obligation is not effective until
the City executes a written statement to that effect.
16.Consultant shall provide proof that policies of insurance required herein expiring
during the term of this Agreement have been renewed or replaced with other
policies providing at least the same coverage. Proof that such coverage has
been ordered shall be submitted prior to expiration. A coverage binder or letter
from Consultant’s insurance agent to this effect is acceptable. A certificate of
insurance and/or additional insured endorsement as required in these
specifications applicable to the renewing or new coverage must be provided to
the City within five days of the expiration of coverage.
17.The provisions of any Workers’ Compensation or similar act will not limit the
obligations of Consultant under this Agreement. Consultant expressly agrees not
to use any statutory immunity defenses under such laws with respect to the City,
its employees, officials and agents.
18. Requirements of specific coverage features or limits contained in this section are
not intended as limitations on coverage, limits, or other requirements nor as a
waiver of any coverage normally provided by any given policy. 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 limiting or all-
inclusive.
19.These insurance requirements are intended to be separate and distinct from any
other provision in this Agreement and are intended by the parties here to be
interpreted as such.
20.The requirements in this section supersede all other sections and provisions of
this Agreement to the extent that any other section or provision conflicts or
impairs the provisions of this section.
21.Consultant agrees to be responsible for ensuring that no contract used by any
party involved in any way with the Work reserves the right to charge the City or
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Consultant for the cost of additional insurance coverage required by this
Agreement. Any such provisions are to be deleted with reference to the City. It is
not the intent of the City to reimburse any third party for the cost of complying
with these requirements. There shall be no recourse against the City for payment
of premiums or other amounts with respect thereto.
22.Consultant agrees to provide immediate notice to City of any claim or loss
against Consultant arising out of the work performed under this Agreement. The
City assumes no obligation or liability by such notice, but has the right (but not
the duty) to monitor the handling of any such claim or claims if they are likely to
involve the City.
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Exhibit B
CITY OF MOORPARK
Scope of Work Requirement for Professional Services Agreements
Compliance with California Government Code Section 7550
Consultant shall sign and include this page in any document or written reports prepared by
Consultant for the City of Moorpark (City) to which California Government Code Section 7550
(Government Code § 7550) applies. Government Code §7550 reads:
“(a) Any document or written report prepared for or under the direction of a state
or local agency, that is prepared in whole or in part by nonemployees of the
agency, shall contain the numbers and dollar amounts of all contracts and
subcontracts relating to the preparation of the document or written report; if the
total cost for the work performed by nonemployees of the agency exceeds five
thousand dollars ($5,000). The contract and subcontract numbers and dollar
amounts shall be contained in a separate section of the document or written
report.
(b) When multiple documents or written reports are the subject or product of the
contract, the disclosure section may also contain a statement indicating that the
total contract amount represents compensation for multiple documents or written
reports.”
For all Professional Services Agreement with a total dollar value in excess of $5,000, a signed
and completed copy of this form must be attached to all documents or completed reports
submitted to the City pursuant to the Scope of Work.
Does the dollar value of this Professional Services Agreement exceed $5,000?
Yes No
If yes, then the following information must be provided in compliance with
Government Code § 7550:
1. Dollar amount of Agreement/Contract: $ 150,000
2. Dollar amount of Subcontract: $ __________
3. Does the total contract amount represent compensation for multiple
documents or written reports? Yes No
I have read the foregoing Code section and will comply with Government Code §7550.
Signature Date
369
1500 S. Haven Ave | Suite 220
Ontario, CA 91761
909.295.3142
April 9, 2021
Karen Vaughn, Community Development Director
City of Moorpark
Community Development Department
799 Moorpark Avenue
Moorpark, CA 93021
RE: Proposal to Provide Contract Planning Services
Dear Ms. Vaughn,
Interwest Consulting Group (Interwest) is pleased to submit our qualifications to provide professional contract
planning services to the City of Moorpark.
The seamless integration of municipal service professionals in support of public agencies has been our purpose
since Interwest’s inception in 2002. We pride our success on effective communication and are committed to a
“no surprise” approach built upon presenting ideas, asking questions, and identifying and addressing issues
early in the process. Interwest staff have held senior and executive management positions within numerous
cities including Planning Director and Community Development Director, and other senior management
personnel. This range of experience and expertise allows our team members to effectively serve and represent
the interests of our public agency clients and their communities.
Our Project Director Richard Smeaton, AICP, has provided professional planning services for more than
25 years and brings a wealth of experience in all aspects of urban planning and community development,
including preparing and managing the processing of major projects, annexations, housing elemen ts, and
preparing various planning studies.
Whether providing one on-call staff member, managing projects as assigned, or serving as full-time members
of an extended City staff, our services would be tailored to the City’s unique needs. Our Planning group has a
deep bench of experience. Rick’s direct local oversight will be supplemented by Principal Planner Nick
Pergakes, AICP, Senior Planner Chantal Power, AICP, Associate Planners Jennifer Williams, AICP, and Chris
Mallec, and Assistant Planner Diana Crumedy.
We propose options, seek direction, and implement solutions in close coordination with the City. We welcome
this opportunity to help maintain the quality of life and unique character that makes the City of Moorpark a
desirable community and we believe our planning team will provide superior resources for meeting your
immediate needs and long-term goals.
As Chief Financial Officer, I am an authorized representative with the authority to sign and negotiate all
necessary agreements. Should you have any questions, please do not hesitate to contact Project Director
Richard Smeaton at 408.430.2203 or rsmeaton@interwestgrp.com.
Respectfully Submitted,
Tom Wilkas
Chief Financial Officer
Interwest Consulting Group, Inc.
Interwest Consulting Group, Inc.Page 16 of 42
EXHIBIT C
370
Table of Contents
Cover Letter
Table of Contents
S E C T I O N 1
Introduction................................................................................................................ 3
Statement of Understanding ................................................................................ 3
Interwest’s Planning Approach ............................................................................ 3
S E C T I O N 2
Statement of Qualifications ..................................................................................... 4
Our History ............................................................................................................ 4
Our Project Team .................................................................................................. 6
Key Personnel Biographies .......................................................................... 6
Interwest’s Current Clients ................................................................................... 8
S E C T I O N 3
References .................................................................................................................. 9
S E C T I O N 4
Cost Proposal ............................................................................................................ 12
S E C T I O N 5
Additional Information- Approach to Scope of Work .......................................... 13
Appendix
Resumes of Key Staff
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Introduction
We understand that the Moorpark Community Development
Department is seeking qualified firms to provide contract
planning services. The range of services described in the City’s
RFQ include development application review and project
management, City-initiated research and zoning initiatives,
Planning Commission and City Council meeting attendance,
consultations on planning/zoning issues, as well as billing and
reporting— these are the typical services that Interwest
provides to our valued clients throughout California.
Interwest emphasizes superior customer service to all of our
employees. The staff at Interwest brings a can-do attitude to
their work by always focusing on clear communication, client goals and successful project outcomes.
Upon award of contract, our Project Manager will set up a meeting with key City staff to learn the City’s
planning and development review practices, acquire any needed regulatory and policy documents,
gain an understanding of key issues and concerns of your jurisdiction, billing arrangements, contact
information and any special requests you would like us to keep in mind. Within this meeting, we would
request the following:
Copies of or access to applicable policy documents that would govern review of projects
(general plan, zoning code, specific plans, development standards, design guidelines, etc.).
Guidance and direction on the City’s project tracking systems and processes for preparing and
reviewing project staff reports.
Schedule of meetings, including timing of hearing notices, submittal of draft and final staff
reports/project packets.
Access to the City’s project application submittal and tracking system.
Briefings on key community issues that might not be clearly reflected in adopted policy
documents.
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372
Statement of Qualifications
The seamless integration of municipal service professionals in support of public agencies has been our
purpose since Interwest’s inception in 2002. Interwest was founded by individuals with a passion for
serving municipalities. Today, we currently employ nearly 500 staff members who serve exclusively
public agency clients.
Relying on our deep experience with planning practices and current regulations, we are always
dedicated to reaching successful outcomes for our public agency clients. Our approach is to complete
planning assignments in a manner consistent with the City’s adopted policies, regulations, and
practices. Our proposed team can provide a broad range of the planning services requested by the C ity,
with team members selected specifically for their strong planning backgrounds, extensive knowledge,
and relevant experience.
Interwest staff have held senior and executive management positions with numerous public agencies
including Community Development Director, Planning Director, City Engineer, Public Works
Director, Traffic Engineer, and other senior management positions. This depth of experience and
expertise allows our team members to effectively serve and represent the interests of our public agency
clients and their communities. Whether providing one on-call staff member, managing projects as
assigned, or managing entire planning/community development departments, our services are always
tailored to each client’s unique needs.
The Interwest team brings strong qualifications in entitlement reviews, zoning and development
regulations, long-range planning, urban design, historic preservation, and environmental review.
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Interwest planners have spent most of their careers working in
the public sector, often working as consultants serving as an
extension to agency staff. We have provided public assistance,
processed small projects and major specific plans, managed
annexations and have run entire planning departments. In short,
we know what it means to be a public agency planner.
Our planning team brings a depth of experience and an
understanding of the City’s planning needs and obligations that
the State imposes on cities and counties. We stay current on
recent planning laws and bring this knowledge to our public
agency clients.
Interwest’s experience, technical and professional skills more than qualify us to provide the requested
Contract Planning Services to the City. This depth of experience brings a high level of expertise and
sensitivity towards community and special interest group issues. We value the importance of a focus
that represents the interests of our public agency clients and re flects positively on the citizens they
serve. We furnish both technical excellence and a thorough understanding of the regulatory process to
assist our clients through the sometimes-daunting complexities associated with the delivery of
projects, implementation of important public programs, and adoption of significant public policy.
As detailed in our proposal, Interwest’s Planning Team focuses exclusively on serving public agency
clients, cities, and communities. We can assist you with many of the long-range, current planning and
day-to-day operational needs of your Planning and/or Community Development Departments. Our
team’s professional focus has been and will always be serving the needs of public agency planning
departments and their local communities.
Our team will provide the following fundamental elements to the City of Moorpark:
Our services are provided in a cost-
effective manner and will be adjusted to remain within the City’s b udget constraints. We will
monitor and evaluate our areas of responsibility and make recommendations for additional
cost savings to the City where possible.
We are responsive to the dynamics of changing programs
and policies and will deliver skilled and thorough review to comply with all Federal, State,
County, and City adopted codes and ordinances. The City can expect a high-level of responsive
and technical assistance in all areas of engineering functions.
We work with you to develop an effective and responsive schedule to
meet the time constraints of project delivery.
Our staff are an extension of many
City Departments and promote collaboration and cooperation with other departments and
agencies. Effective communication is a key component, and we have multiple communication
solutions available which will be flexible to the unique needs of the City.
Corporate Structure
CO Corporation, Licensed in CA
Years of Experience
19, Est. 2002
Project Manager / City Contact
Richard Smeaton, AICP
408.430.2203
rsmeaton@interwestgrp.com
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We can quickly fine-tune staff or
staffing levels to match changes in activity to ensure a high level of customer service is
maintained.
Proposed Project Director Richard Smeaton, AICP, has provided professional planning services for
more than 25 years, as a staff planner, part of the municipal management team, and a consultant. He
brings a wealth of experience with all aspects of urban planning and community development,
including preparing and managing the processing of major projects, annexations, housing elements,
and preparing various planning studies.
Working alongside Richard will be Principal Planner Nick Pergakes, AICP, Senior Planner Chantal
Power, AICP, Associate Planners Jennifer Williams and Chris Mallec, and Assistant Planner Diana
Crumedy – all bringing decades of experience and specialized skills and knowledge to our team. In
addition, our firm has supplementary Associate and Assistant Planners available to serve the City and
we maintain a list of potential candidates to ensure that the right level of experience is available to meet
our clients’ needs. In addition, we have included detailed resumes of our proposed team in the
Appendix section of our proposal.
Richard has provided professional planning services for more than 25 years. He has worked almost
exclusively with public agencies as a staff member, contract planner, or consultant. He brings a wealth
of experience in all aspects of urban planning and community development, including preparing and
managing the processing of major projects, annexations, housing elements, and preparing various
planning studies. This experience includes holding director-level positions in municipal government.
Nick is an AICP certified planner with more than 20 years of experience in land -use planning, urban
design, transportation planning, and zoning. He has worked in both the public and private sectors as
an urban planner, urban designer, project manager, and team manager. Nick has overseen and
prepared award-winning master plans, specific plans, corridor studies, and zoning/form-based codes
in cities across California and the Southeastern U.S. Recent highlights of his work include the
preliminary design of two high-speed rail stations and a campus specific plan for City of Hope in Duarte,
CA. As a member of the American Planning Association and Congress for New Urbanism, Nick presents
regularly at conferences on downtown revitalization, transit-oriented development, and form-based
codes. His research has been published by ITE and the Washington State Department of Transportation.
Chantal Power is an experienced Senior Planner, recently certified by the American Institute of Certified
Planners, with more than 7 years of planning experience. Chantal also recently completed the Regional
Leadership Academy organized by the Inland Empire Economic Partnership, and a CEQA Practice
Certificate through the UCSD Extension program. With extensive experience in southern California,
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Chantal’s experience includes the management of advanced planning projects, like the City of San
Bernardino Comprehensive Sign Codes update, acting as City representative for the local AB 617
Steering Committee, updating Planning Division application forms, managing the environmental
review of several Public Works Department CIP projects, provided training and mentoring to junior level
staff, and cultivated working relationships with City administrators, City staff and local developers. Her
experience with progressive levels of municipal planning duties has helped to broaden her
understanding of the practical issues involved in civic planning and zoning.
Jennifer recently joined the Interwest Planning Team where she provides a range of planning services
in support of our clients. Her duties include processing development applications and an extension of
agency staff. In this role, she ensures compliance and consistency with the General Plan, Zoning Code,
Subdivision Map Act, CEQA, and applicable specific plans and design review requirements as well as
federal and state laws. Jennifer also assists with long-range planning efforts such as general plan and
zoning code updates and technical studies required to support agency planning efforts. Relying on her
public agency experience, Jennifer is well prepared to collect, analyze, interpret and present technical
land use, environmental, zoning and other city planning data.
Chris has over 5 years of experience within Planning departments for various municipalities. He has
worked firsthand with City officials and has obtained on the job knowledge pertaining to local, State
and Federal codes and ordinances. Chris has management experience and is able to work well on any
team. Chris’ years of experience have given him an insight on the best procedures to complete a project
on time and within budget. Chris specializes in urban and regional planning. Chris was awarded a
Chapter Scholarship by the American Planning Association (APA) in 2014.
Diana has 3 years of experience working within municipalities. She has served as a Planning Board Aide
and Assistant planner. Diana’s years of hands-on experience has provided her with a depth of
knowledge in community design and development, policy planning, analyses and implementation,
land use, regional planning, zoning and environmental review. Diana has strong communication skills
and can successfully collaborate with a diverse team of professionals.
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Interwest Consulting Group provides on-call planning services to agencies throughout California.
Additionally, Interwest has sufficient personnel and resources to provide such timely on-call requested
services for a period of up to two years. Below, we have provided a short list of current clients:
City of Claremont
City of Covina
City of Corning
City of Fairfield
City of Lafayette
City of Lincoln
City of Lodi
City of Orinda
City of Morgan Hill
City of Palmdale
City of Perris
City of Pomona
City of Rancho Cordova
City of Rio Vista
City of Santa Clarita
City of South Gate
City of South Pasadena
City of St. Helena
City of Tustin
City of Irwindale
County of San Benito
Entitlement Reviews
Entitlement Reviews, Zoning Code Update
Zoning Code Update, Master Services Review
Entitlement Reviews
Staff Augmentation
Entitlement Reviews
Full Planning Services
Entitlement Reviews
Entitlement Reviews
Local Hazard Mitigation Plan Update
Staff Augmentation
Local Hazard Mitigation Plan Update
Special Projects and Zoning Code Update
Full Planning Services
Local Hazard Mitigation Plan Update
Staff Augmentation
Entitlement Reviews
Entitlement Reviews
Special Projects and Zoning Code Update
Zoning Code Update
Zoning Code Update
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References
Below are references and relevant projects for clients to whom we have provided similar services.
Brad Johnson, Community Development Director | 909.399.5342 |
bjohnson@ci.claremont.ca.us
Interwest Consulting Group currently provides on-call planning services to the City of Claremont.
Current assignments include staffing positions at the principal planner and senior planner levels and
projects include review of complex development applications, updates to City codes and regulations,
assistance to the public and review of building permit applications.
Start and Completion Dates: March 2020 to Present | Staff Involvement: Eric Norris and Chantal
Power, AICP, currently assist the City of Claremont.
The Mt. San Antonio Gardens
Wellness Center Master Plan
Amendment project is located on an
approximately 30-acre site, shared
between the City of Pomona
(approximately 60%) and the City of
Claremont (approximately 40%)
located on the east side of Towne
Avenue between Harrison Avenue on
the north and Bonita Avenue on the
south. A Master Plan for the existing Mt. San Antonio Gardens retirement community was approved by
the City of Claremont in 2010.
The project included the construction of new skilled nursing facilities and new independent living units
at the north and along the west side of Taylor Drive, replacement of older apartments in the center part
of the campus, south of Harrison Avenue, new and enhanced entrances along Harrison and Bonita
Avenues, and renovations of MSAG’s existing Health Center and a small underutilized building north of
Bonita Avenue for use as an arts & crafts and woodshop building. The skilled nursing facilities and
independent living units to the north of Taylor Street, known as the Green House project, has been
constructed, but the other components of the Master Plan have been reconsidered and a determination
has been made that the retirement community would be better served by a 12,000 square foot Wellness
Center. The project requires approvals of a Master Plan Amendment and Architectural Review.
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Start and Completion Dates: May 2020 - Ongoing | Staff Involvement: Chantal Power, AICP, is
managing and conducting the review of this project, including managing the CEQA process, working as
contract staff for the City of Claremont.
Clara Miramontes, Interim City Manager | 951.943.5003 | cmiramontes@cityofperris.org
Interwest staff provides contract support to the Planning Department, helping to process a variety of
development proposals, ranging from residential subdivisions to commercial centers to industrial
buildings. Interwest staff, which has included Eric Norris, Cathy Perring, and Chantal Power, AICP,
meets with applicants, routes applications, writes staff reports and conditions of approval, and makes
presentations to the Planning Commission.
Erika Ramirez, Senior Planner | 323.563.9526 | eramirez@sogate.org
Interwest Consulting Group provided on-call planning services to the City of South Gate. Current
assignments included staffing positions at the senior planner and assistant planner levels and projects
included the review of complex development applications, updates to City codes and regulations, and
assistance to the public and review of building permit applications.
Marilyn Simpson, Community Development Manager | 626.430.2208 |
msimpson@irwindaleca.gov
Interwest Consulting Group provides zoning, and transportation planning services to the City of
Irwindale. Interwest staff, which has included Nick Pergakes, AICP, meets with applicants, routes
applications, writes staff reports and conditions of approval, and makes presentations to the Planning
Commission.
The City of Irwindale adopted its first Zoning Code in
1966 and has only been amended incrementally over
the past 50 years. Previously, the City had relied on the
County’s zoning that existed prior to incorporation.
Numerous amendments happened over time, which
have led to inconsistencies and complicated the
Code’s organization. The Code is being updated to not
only incorporate current best practices, industry
standards, and legal mandates, but also to comply
with the City’s General Plan and be internally
consistent and user-friendly. Interwest is also assisting
the City with preparing objective design standards, as
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well as updating its subdivision regulations, ADU ordinance, and commercial and industrial design
guidelines.
Interwest is updating the City’s design guidelines to implement Irwindale’s design objectives for
commercial and industrial development. The guidelines will convey to the reader Irwindale’s
expectations for high quality development that helps realize the vision for the City of Irwindale and
strengthens the character of the community. The new design guidelines will also address the public
realm including streetscapes and amenities to contribute to enhancing the character and identity of
the City, including signage, lighting, landscaping, parking, streetscapes, and open space/public areas.
Photo images, diagrams, and illustrative drawings will be incorporated throughout the document to
explain desired architectural elements and features.
Start and Completion Dates: March 2020 – Ongoing | Staff Involvement: Nick Pergakes, AICP, serves
as the Project Manager for this project.
The City of Irwindale is in the process of preparing its first city-wide
Active Transportation to establish policy and design
recommendations to improve walking and bicycling throughout the
City. The goal of the planning effort is to enhance the safety,
convenience and comfort for people walking and bicycling to/from
local destinations in the community. Destinations in the community
include the Irwindale Metro Gold Line station, the Santa Fe Dam
Recreational area, the San Gabriel River Trail, local parks and schools,
residential areas, and places of employment. The plan also identifies
recommendations and specific projects to guide future pedestrian and bicycle improvements in the City.
Start and Completion Dates: January 2018 – Ongoing | Staff Involvement: Nick Pergakes, AICP
Jennifer Carman, Community Development Director | 408.310.4657 |
jennifer.carman@morganhill.ca.gov
Interwest currently provides on-call planning services, as a subconsultant, to the City of Morgan Hill,
under the supervision of the Planning Manager. Interwest recently started as a subconsultant on this
project when the City requested that the consulting project manager, who had been recently hired by
Interwest, continue to work on the City’s projects. Staff assigned to this project have been working with
the City since July 2016. They have assisted with a variety of planning services including general
planning functions, processing of planning applications, coordination with City divisions and
departments, closing out old projects, review and/or oversight of projects for compliance with the
California Environmental Quality Act and other environmental regulatory requirements, and have
attended Planning Commission and City Council meetings.
Start and Completion Dates: 2016 – Ongoing | Staff Involvement: Richard Smeaton, AICP
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Cost Proposal
The rates displayed in the fee schedule below reflect Interwest’s current fees. Hourly rates are typically
reviewed yearly on July 1st and may be subject to revision unless under specific contract obligations.
In addition, there is no charge for shipping, supply or material costs.
Planning Services
Project Director ......................................................................................................................... $165
Principal Planner ....................................................................................................................... $155
Senior Planner ...........................................................................................................................$140
Associate Project Planner .........................................................................................................$120
Assistant Planner ......................................................................................................................... $95
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Additional Information - Approa ch to Scope of Work
Processing development applications is one way our staff helps with meeting workload demands. Our
team members have processed applications both simple and complex in dozens of cities and are able
to adopt your practices quickly to fit seamlessly into your project processes. At Interwest, our planners
understand the tension between a business supportive approach and ensuring the long-term interests
of the community are maintained. We look to our client’s leadership to ensure the approach and level
of analysis applied in project reviews is consistent with the agency’s standard practices.
Our team will rely on your standard documents, your established procedures and your scheduled
timeframes. This further ensures the review by our planner will be efficient, completed in a timely
manner and be consistent with standard city review practices. Our team can take a project from initial
application through public hearings, or any portion of that process that is most helpful to your agency.
If consistent with our client agency’s practices, we participate in pre-application meetings to assist
potential applicants with understanding the project review process and provide guidance for
submitting a complete application. In addition, the staff at Interwest brings a can-do attitude to their
work by always focusing on efficient project review processes and successful project outcomes.
Upon award of contract, our Project Manager will set up a meeting between our senior staff and key City
staff to learn the City’s planning and development review practices, acquire any needed regulatory and
policy documents, gain an understanding of key issues and concerns of your jurisdiction, billing
arrangements, contact information and any special requests you would like us to keep in mind. Within
this meeting, we would request:
Copies of or access to applicable policy documents that would govern review of projects
(general plan, zoning code, specific plans, development standards, design guidelines, etc.).
Guidance and direction on the City of Moorpark’s project tracking systems and processes for
preparing and reviewing project staff reports.
Schedule of meetings, including timing of hearing notices, submittal of draft and final staff
reports/project packets.
Access to the City’s project application submittal and tracking system.
Briefings on key community issues that might not be clearly reflected in adopted policy
documents.
Additional tasks that would be accomplished include, but are not limited to:
Determining the completeness of the application and making an environmental determination
Managing planning entitlement projects through the City’s development review process, which
may include: Development Review Committee meetings comprised of City staff and
consultants; administrative hearings; Planning Commission and City Council hearings; and
other similar public meetings.
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Assessing project conformity with the general plan, zoning, and specific plan, if applicable, and
preparing a comprehensive staff report and decision documents.
Creating a visual presentation, reviewing entitlement, building, and grading plans for
conformance with applicable zoning regulations, General Plan policies, and conditions of
approval.
Writing letters of completeness/incompleteness, staff reports, resolutions, ordinances, and
similar documents.
Public hearing tasks, including attendance, presenting project presentations, and answering
questions; and completing site visits and performing site inspections as needed throughout the
development process.
Closing out the application with applicant communications, documentation of decisions, and
file closure, and overseeing the environmental review process, coordinating and utilizing the
services of the City’s existing environmental planning consultant, Chambers Group, Inc.
Coordination among departments is critical to successful project reviews and our planners are adept at
coordinating with various departments and disciplines to ensure that all aspects of a development
project are adequately addressed.
These services typically center around advance planning which involves the preparation of policy
documents and development standards that will guide future planning development. This is an area
where the Interwest Planning Team excels. Our senior staff have the dual experience of writing many
policy documents, including general plans, zoning codes, design guidelines and development
standards as well as implementing such documents through the project review process. Meeting the
needs of our agency clients is a basic function of any Community Development Department. Our staff
have all come up through the ranks of public agencies and have served this important role. Our team is
prepared to complete planning-related and zoning-related research in conjunction with new
legislation, implementation of new regulations, and similar projects.
Should the City require this, Interwest is also prepared to provide a cost estimate to complete the
needed research as well as prepare the City-initiated applications based on the hourly rates contained
in its contract with the City.
Interwest will be available for consultation with City staff to provide technical advice pertaining to
planning/zoning requirements, technical decisions or assist with any issues that may affect the project
scope, schedule, or cost. Our team will attend project status update meetings with the Planning Division
Manager, as well as meetings with the Planning Commission, Mayor and City Council, as needed.
Use permits, temporary use permits, sign permits, building permit plan checks and man y other minor
approvals require the attention of Planning staff. Our team is ready and able to meet the needs of the
City. As with public assistance, much of this work can be completed remotely. For both public
assistance and minor application reviews, some regular on-site presence is appropriate and beneficial.
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Interwest proposes that up to two days per week on-site service be provided by an assistant planner
level staff member. This presence serves individuals desiring face-to-face meetings and maintains
coordination between City staff and the Interwest team.
Members of the Interwest planning team have participated in special planning studies covering a wide
range of topic areas. We are well versed in research methods and working with regional planning
agencies to collect the information needed for data driven solutions. We also have experience designing
and executing community outreach programs to ensure the interests of community members are
understood.
Often our agencies require a sound basis for updating development standards and regulations that no
longer serve the community’s interests. This could include addressing new issues (ride share
businesses, Airbnb, commercial cannabis, etc.), changing state regulations (housing, small scale and
5G cellular systems, water conservation, climate change, etc.) or other evolving conditions. In such
cases, our staff will research the topic area, identify the range of potential solutions and prepare
summaries of options for the City to consider. If requested, our staff will present options to decision
makers, consolidate input from public input and prepare draft regulations for consideration by the City.
Our team brings many years of professional experience in urban design and placemaking to our clients
that distinguishes Interwest from many other firms that offer on-call planning services.
Meeting the needs of residents,
businesspeople and contractors is a
basic function of any Community
Development Department. During the
COVID crisis, we have provided these
planning services remotely, primarily via
phone and email, but also relying upon
virtual meetings via Zoom as
appropriate. Many of our clients are
coming to realize what Interwest has
known for years — many planning and
community development services can be
provided effectively by remote staff.
An initial period of working on-site and gaining an understanding of normal City and County practices
remains invaluable. But once that initial period of learning practices and building relationships with
City staff is complete, we can effectively provide many services remotely. This approach allows
Interwest to reduce hourly costs to the City while maintaining an appropriate level of services. Further,
if no customers require assistance, the City is not billed for time. Through this approach, the City pays
a favorable rate for services and is only charged for actual hours worked. Our team will have the
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technical capabilities to utilize these systems, maintain teleconference services, as well as have a
workspace available outside of Moorpark City Hall as needed and throughout the term of the contract.
On the following pages, Interwest has provided the City with detailed resumes of our proposed key
personnel.
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Richard has provided professional planning services for more than 25 years. He
has worked almost exclusively with public agencies as a staff member, contract
planner, or consultant. He brings a wealth of experience in all aspects of urban
planning and community development, including preparing and managing the
processing of major projects, annexations, housing elements, and preparing
various planning studies. This experience includes holding director-level
positions in municipal government.
Principal Planner / Interwest Consulting Group / 20 21 - Present
Richard currently provides a range of planning services to Interwest clients
throughout California.
Notable Assignments/Projects: Contract Principal Planner, City of Morgan
Hill; Contract Principal Planner, City of Orinda
Department Manager - Planning / Michael Baker International / 2014 - 2021
Richard served as the northern California Planning Lead for Michael Baker
International. He supervised the daily operations of the Long-Range Planning,
Current Planning, and Agency Staffing operations in Northern California. He
managed 14 employees and subcontractors, located in two separate offices and
at remote job sites: overseeing $12 million in contracts at any given time. He led
multidisciplinary teams and projects for municipal clients, focusing on current
planning, long-range planning, CEQA, and housing issues.
Notable Assignments/Projects: Interim Planning Manager, City of East
Palo Alto; Contract Principal Planner, City of Morgan Hill; Contract Principal
Planner, City of San Jose; Contract Principal Planner, City of East Palo Alto;
Contract Project Manager, City of Santa Clara; Greenfield South End
Annexation, City of Greenfield; Planning Department Budget, City of East
Palo Alto; Planning Department Fee Study, City of East Palo Alto; Contract
Senior Planner, City of Saratoga; Contract Senior Planner, City of
Campbell; Contract Senior Planner, Sand City; Contract Senior Planner,
City of Orinda
Contract Planner and Housing Program Coordinator / City of Patterson / 2013
Richard initiated updates to the Housing Element and General Plan Map, wrote
the Plan Commission’s CEQA training manual, and managed projects through the
entitlement and approval process. He supported the City’s First-Time Homebuyer
Assistance Program, and disseminated information to the public, builders,
developers, and other agencies.
Notable Projects: Housing Element updates; General Plan Map updates;
Climate Action Plan updates
Contract Planner / Baird + Driskell Community Planning / 2013
Richard conducted housing, demographic and special housing needs research
and analysis for a private consulting firm. He attended meetings in support of the
Years of Experience: 25
Years w/Interwest: 1
Education
MPA, City Management,
Northern Illinois University
BA, Urban Planning,
University of Illinois, at
Urbana-Champaign
Certificate in Real Estate
Development, San Jose
State University
Professional Affiliations
American Planning
Association, 1993 - Present
American Institute of
Certified Planners, 2001 -
Present
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21 Elements San Mateo Countywide Housing Update, and created and maintained a countywide database of all
Housing Element data.
Independent Contractor / 2001 - 2013
Richard served as an independent contractor, conducting real estate marketing, leasing and property management
for rental property. He oversaw demolition, construction and remodeling of residential and commercial space.
Richard conducted real estate entitlement work for residential and commercial developments.
Director of Community Development / Village of Matteson, IL / 2007 - 2009
Richard supervised the daily operations of the Community Development Department, consisting of three divisions,
15 employees, and multiple consultants. He prepared, analyzed and implemented the Department’s budget.
Richard developed and implemented policies and procedures to meet municipal goals, leading multidisciplinary
teams and projects. He managed projects through the entitlement and approval process in an efficient and timely
manner. Richard negotiated annexation agreements, economic development agreements, and contracts. He
tracked departmental workflow, maintained reports and analyzed statistical information. Richard was tasked with
streamlining the Community Development Department’s approval processes and procedures.
Notable Projects: 211th Street Metra Station Transit-Oriented Development Plan; NEPA - Canadian National
Railway Acquisition of EJ&E Railway Right-of-Way; Zoning Code Updates; Comprehensive Plan Update;
Community Development Department Budget; Annexation of 50 acres on the northeast corner of Lincoln
Highway & Harlem Avenue
Contract Village Planner / Village of Glen Ellyn , IL / 2006 - 2007
Richard managed projects, ensuring projects had the required documentation, met the legal requirements and
moved through the approval process in an efficient timely manner. He reviewed and made recommendations on
site plans, engineering plans, architectural elevations, building petitions and legal documentation for projects within
the Village. Richard interpreted the Village Code, Zoning Ordinance and Building Code for contractors and residents.
He served as liaison to the Plan Commission and the Architectural Review Commission. Richard negotiated
annexation agreements and other contracts. He used a geographical information system (GIS) to analyze land-use,
to create custom maps and reports.
Notable Projects: Village of Glen Ellyn Residential Design Guidelines
Planner & Zoning Officer / City of Batavia, IL / 1999 - 2004
Richard ensured projects had the required documentation, met the legal requirements and moved through the
approval process in an efficient timely manner. He reviewed and made recommendations on plans, architectural
elevations, building petitions, and legal documentation for commercial, industrial and residential projects. Richard
served as liaison to city committees, commissions, and boards. He commenced legal proceedings and acted as the
City’s expert witness in court cases dealing with land-use, zoning, the building code and code enforcement issues.
Richard disseminated information to the public, builders, developers and other agencies. He maintained
departmental reports and analyzed statistical information. He also managed consultants providing contract
services to the City. Richard was the primary contact for economic development incentives. He provides press and
public relations services, disseminating information regarding ongoing or proposed projects to encourage that the
press maintained a positive view of the City and City policies. Richard revamped the development policies and
procedures between the Community Development, Engineering and Public Works Departments maximize
organizational effectiveness, efficiency and customer service.
Notable Projects: Downtown Batavia Master Plan; Expansion of the Aldi Corporate Campus; Zoning Code
Updates; Multiple Annexations; Community Development Department Budgets; Planning and Building Fee
Studies; Population Projections; Creation of TIF District #1 and #2; Highway Route 25 Realignment Project;
Served as the City’s Expert Witness on Planning related matters
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Nick is an AICP certified planner with more than 20 years of experience in
land use planning, urban design, transportation planning, and zoning. He has
worked in both the public and private sectors as an urban planner, urban
designer, project manager, and team manager. Nick has overseen and
prepared award-winning master plans, specific plans, corridor studies, and
zoning/form-based codes in cities across California and the Southeastern
U.S. Recent highlights of his work include the preliminary design of two high-
speed rail stations and a campus specific plan for City of Hope in Duarte and
Irwindale, CA. As a member of the American Planning Association and
Congress for New Urbanism, Nick presents regularly at conferences on
downtown revitalization, transit-oriented development, and form-based
codes. His research has been published by ITE and the Washington State
Department of Transportation.
Interwest Consulting Group / 2019 – 2020
Nick recently joined Interwest and brings considerable planning experience
to the team, including the following projects:
Principal Planner/Urban Designer / West Sacramento, CA / Urban
Infill Area Incentive Program Study
Project Manager / Durate and Irwindale, CA / City of Hope Campus
Specific Plan
Project Manager / Irwindale, CA / Irwindale Gold Line Station TOD
Specific Plan
Project Manager / Pasadena, CA / Pasadena General Plan
Implementation Program
Project Manager / Temple City, CA / Temple City Zoning Code
Update
Project Manager / Los Angeles, CA / Connect Southwest LA: A TOD
Specific Plan for the West Athens-Westmont
Project Manager / Southern California / Palmdale to Burbank Station
Area Planning, California High-Speed Rail
Project Manager / Charleston, SC / ReThink Folly Road: A Complete
Streets Study
Project Manager / Atlanta, GA / East Point Main Street Corridor TOD
Plan
Assistant Project Manager / Dekalb County, GA / Dekalb County
Zoning Code Update
Project Manager / Conway, SC / Conway Unified Development
Ordinance
Project Manager / Graysville, AL / Downtown Graysville Form-
Based Code
Project Manager / Charleston, SC / Charleston Neighborhood Area
Character Appraisals
Project Manager / North Charleston, SC / North Charleston Zoning
Code Update
Project Manager / Lilburn, GA / Lilburn Zoning Code Update
Years of Experience: 20
Years w/ Interwest: 1
Education
MS, Urban planning,
University of Washington,
Seattle
BS, City and Regional
Planning, California
Polytechnic State
University, San Luis Obispo
Certificate of Achievement
in Urban Design, University
of Washington, Seattle
Professional Affiliations
Member, American Institute
of Certified Planners,
018792
American Planning
Association
Congress for the New
Urbanism
Awards and Honors
Moderator, “Transforming
Disadvantaged
Communities into Transit-
Oriented Communities.” CA
APA Annual Conference
(2018).
Moderator, “Think Outside
the Parking Lot: High-
Speed Rail's Sustainable
Access Plan.” CA APA
Annual Conference (2016).
NADO Innovation Award –
Berkeley-Charleston-
Dorchester Council of
Governments, ReThink
Folly Road: A Complete
Streets Study (2016).
NADO Innovation Award –
Berkeley-Charleston-
Dorchester Council of
Governments, Study to
Assess and Mitigate
Maritime Traffic and
Military Activities along the
Cooper River and
Charleston Harbor (2015).
Adjunct Professor, College
of Charleston, College of
Charleston Public
Administration and Urban
Planning Certificate
Program (2014-2015).
Implementation Award -
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Advanced Planning Lead / Interwest Consulting Group / 2019 - Present
Nick is responsible for providing and managing Planning Services for municipalities throughout California.
Along with conducting current planning activities, Nick leads advanced planning for municipalities including
General Plan updates, specific plans, master plans, and zoning code updates.
Senior Associate / Placeworks / 2015 - 2019
Nick managed and prepared station designs from conceptual planning through 15% level engineering design
for California High-Speed Rail stations in Burbank and Palmdale. Nick prepared the Connect Southwest Los
Angeles TOD Specific Plan for the West Athens-Westmont area in Los Angeles County, with expected
adoption in Spring 2019. He also oversaw the successful completion of the City of Hope Campus Specific
Plan adopted by Duarte in Fall 2018.
Senior Planner / Berkeley – Charleston – Dorchester Council of Governments / 2012 - 2015
Nick managed the award-winning ReThink Folly Road: A Complete Streets Study in Charleston, SC, which
was adopted in 2015. He also oversaw the Joint Land Use Study Implementation Plan for Joint Base
Charleston through the Office of Economic Adjustment, which included an AICUZ overlay model ordinance,
TDR Feasibility Study, and Maritime and Military Resiliency Plan.
Project Manager / Pond & Company / 2011 - 2012
Nick managed and completed a Transit-Oriented Development and Corridor Plan for East Point, GA which
included planning for two MARTA stations eight miles south of downtown Atlanta. He also developed design
guidelines and a zoning user-guide handbook for the City of Macon's historic College Hill Corridor District.
Assistant Director of Planning / Robert and Company / 2007 - 2011
Nick managed multi-disciplinary teams on planning and urban design projects throughout the southeastern
U.S. From 2007-2011, he oversaw 15 planning projects successfully from inception to completion, including
master plans, zoning/form-based codes, and design guidelines. This included Alabama’s third adopted form-
based zoning code for Downtown Graysville in 2009.
Adjunct Professor, College of Charleston, College of Charleston Public Administration and Urban
Planning Certificate Program (2014-2015).
Implementation Award - Georgia Planning Association, Downtown Auburn Strategic Implementation Plan,
Auburn, GA (2011).
Speaker, “Form-Based Codes for Established Neighborhood and Commercial Districts.” Georgia
Downtown Conference, Augusta, GA (2010).
Speaker, “Innovative Approaches to Local Preservation Planning.” South Carolina Preservation
Conference, Georgetown, SC (2010).
Speaker, “Zoning for Place: Form-Based Codes for Small Towns and Historic Neighborhoods.” Regional
Planning Commission of Greater Birmingham Annual Meeting, Birmingham, AL (2010).
Kavage, Mabry, Moudon, and Pergakes. “Transportation-Efficient Land Use Regulations and Their
Application in the Puget Sound Region, Washington.” Transportation Research Board Report (05-1902),
2005.
Moudon, Cail, Pergakes, Forsyth and Lillard. “Strategies and Tools to Implement Transportation-Efficient
Development: A Reference Manual.” Washington State Department of Transportation, 2003.
Moudon, Hess, Matlick, and Pergakes, “Pedestrian Location Identification Tools: Identifying Suburban Areas
with Potentially High Latent Demand for Pedestrian Travel.” Transportation Research Board Report (02-
3748), 2002.
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Chantal Power, AICP
SENIOR PLANNER
Chantal is a Senior Planner, recently certified by the American Institute of
Certified Planners, with more than 7 years of planning experience with the
City of San Bernardino. Her experience with current and advance planning
and her progressive levels of municipal planning duties have provided her a
broad understanding of the practical issues involved in civic planning and
zoning.
PROFESSIONAL HISTORY
Senior Planner / Interwest Consulting Group / 2019 - Present
Chantal is currently assisting the City of Corona with various planning
functions, with a focus on processing current planning entitlement
applications.
Associate Planner / City of San Bernardino / 2016 - 2019
Chantal managed advanced planning projects such as Development Code
Amendments, General Plan Amendments, and Specific Plans, and a range
of current planning projects. She managed the update to the Sign Code for
the City (pending final adoption with Development Code update), and
provided training to junior staff.
Assistant Planner / City of San Bernardino / 2015 - 2016
Chantal reviewed proposed development and land use projects for
compliance with City Codes and Ordinances, while coordinating with several
City Departments and outside agencies during the review process. She
reviewed Building Permit Plan Checks for compliance with Development
Code standards and enhanced property aesthetics, provide guidance to the
general public and developers, and provided training to Development
Services Technicians regarding land use and zoning issues.
Planning Technician / City of San Bernardino / 2013 - 2015
Chantal’s duties included taking phone calls from and meeting with members
of the public regarding Planning and Zoning related issues. She helped to
issue permits, write Planning Letters, and conduct research of surrounding
cities to help maintain the consistency of the City of San Bernardino’s
Development Code. Chantal worked closely with Planners and other
divisions in the Community Development Department to ensure the best
customer service while upholding the requirements of the Development
Code.
Planning Intern / City of San Bernardino / 2012 - 2013
Chantal worked with Planning staff to conduct research of surrounding cities
to help maintain the consistency of the City of San Bernardino’s Development
Code.
Years of Experience: 7
Years w/ Interwest: 1
Education
BS, Social Science,
Concentration in
Geography, Political
Science and Economics,
California State University
San Bernardino
AA, Social Science,
Crafton Hills College,
Yucaipa
CEQA, Practice Certificate,
University of California San
Diego, Online Extension
Professional Affiliations
Certification, American
Institute of Certified
Planners,
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Jennifer recently joined the Interwest Planning Team where she provides a range
of planning services in support of our clients. Her duties include processing
development applications and an extension of agency staff. In this role, she
ensures compliance and consistency with the General Plan, Zoning Code,
Subdivision Map Act, CEQA, and applicable specific plans and design review
requirements as well as federal and state laws. Jennifer also assists with long-
range planning efforts such as general plan and zoning code updates and
technical studies required to support agency planning efforts. Relying on her
public agency experience, Jennifer is well prepared to collect, analyze, interpret
and present technical land use, environmental, zoning and other city planning
data.
Associate Planner / City of San Dimas , CA / 2013 - 2020
Jennifer served as a project manager analyzing projects for compliance and
consistency with the General Plan, Zoning Code, Subdivision Map Act, CEQA, and
applicable specific plans and design review requirements as well as federal and
state laws. She prepared letters, public notices, staff reports, resolutions, and
ordinances. Jennifer coordinated internal and external comments, held meetings
with Residents, Applicants, Community Groups, Developers and other City staff
and presents cases and recommendations to the Development Plan Review
Board, Planning Commission, and City Council. She managed entitlement
applications which included code amendments, zone changes, tract and parcel
maps, lot mergers, conditional use permits, site and architectural design reviews,
mills act contracts and tree permits. She provided staff reports for advances
planning functions, including:
The Local Early Action Planning (LEAP) grant where she prepared staff reports,
resolutions, and grant applications to the state department of Housing and
Community Development (HCD).
The Housing Element Update where she assisted in vetting of proposals and
selection of consultants.
The Downtown Specific Plan where she assisted in facilitating community
engagement and preparation of draft Downtown Specific Plan in anticipation
of future Metro Gold Line station (SCAG grant).
Assistant Planner / City of Upland, CA / 2010 - 2013
Jennifer balanced management of current planning projects with management
of counter coverage where she provided supervision and direction to Counter
Technicians and Interns. She provided courteous and expeditious assistance to
the General Public and Development Community by relaying accurate,
comprehensive information on City processes and standards. Jennifer assisted
the Planning Manager with advanced planning functions including:
The General Plan Update where she successfully wrote a grant securing
$20,000 from the County of San Bernardino Public Health Department for
Years of Experience: 13
Education
BS, Urban and Regional
Planning, California State
Polytechnic University,
Pomona, 2009
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preparation/inclusion of a Health Element with the General Plan update and she participated in community
meetings and the review of consultants’ work.
The College Heights Land Use/Economic Analysis which was in conjunction with SCAG Compass Blueprint grant
where she worked with consultants and interviewed faculty from the Claremont Colleges
She Implemented a recently adopted Historic Downtown Upland Specific Plan
Planning Intern / City of West Covina, CA / 2007 - 2010
Jennifer served as the first point of contact to the public at the counter and over the phone. She conducted site plan
reviews and served as the project manager for routine planning applications such as conditional use permits for
which she prepared staff reports and resolutions and presented them to the Planning Commission. Jennifer
maintained inventory of art in public places projects, maintained zoning maps, conducted site visits and field work
and provided support in other miscellaneous functions.
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Chris has over 5 years of experience within Planning departments for various
municipalities. He has worked firsthand with City officials and has obtained
on the job knowledge pertaining to local, State and Federal codes and
ordinances. Chris has management experience, and is able to work well on
any team. Chris’ years of experience have given him an insight on the best
procedures to complete a project on time and within budget. Chris specializes
in urban and regional planning and obtained a bachelor’s degree in public
administration with an emphasis in city planning. Chris was awarded a
Chapter Scholarship by the American Planning Association (APA) in 2014.
Associate Planner / Interwest Consulting Group / 2021 – Present
As an Associate Planner, Chris assists municipalities throughout California
with various planning functions.
Contract Associate Planner / Civic Solutions, Jurupa Valley / 2019 - 2021
Chris served as the project manager for planning projects of varying
complexity levels, requiring both increased, independent responsibilities and
working knowledge of CEQA, State planning and zoning laws, zoning
development and standards. He prepared numerous staff reports, including
recommendations and supporting data for approval, and presented more
complex projects in front of the Planning Commission and/or City Council.
Chris professionally conferred and advised the development community and
general public regarding acceptable property development that conformed
with City development procedures and processes.
Contract Assistant Planner / Civic Solutions, Jurupa Valley / 2018 - 2019
Chris served as the project manager for discretionary case processing,
including plan review, research, environmental documentation and
interdepartmental coordination. He prepared numerous staff reports,
including recommendations and supporting data for approval, and presented
more complex projects in front of the Planning Commission and/or City
Council. Chris helped residents, developers, and other agencies in the
determination and applicability of city codes, standards, procedures and fees.
He assisted senior project managers with research, staff reports,
recommendations, and interagency coordination.
Development Services Technician / City of Santee / 2016 - 2018
Chris staffed the public counter and acted as the primary contact for
residents, developers, and other agencies in the determination and
applicability of City codes, standards, procedures and fees. He served as a
professional project planner for roughly a year, on numerous projects ranging
in complexity (with CEQA review). Chris reviewed building permit submittals
for completeness and conformance to the City's planning and engineering
requirements. He processed and approved planning applications for sign and
temporary sign permits and temporary use permits, as well as engineering
applications for encroachment, moving, and grading permits. Chris prepared
general department correspondence including but not limited to project
folders, zoning verification letters, impact fee estimates, notices of exemption
(NOE’s), and project approval letters. He managed and maintained City
Years of Experience: 6
Years w/ Interwest: 1
Education
MS, City Planning, San
Diego State University,
2016
BS, Public Administration
(Emphasis in City
Planning), San Diego State
University, 2014
Professional Affiliations
Vice President of Finance,
American Society for
Public Administrators
(ASPA), San Diego
Chapter, 2016 - 2017
Membership and
Education Committee, APA
San Diego Young
Planner’s Group,
2015 – 2017
Council President, SDSU
Public Administration,
2014 – 2015
Chapter Scholarship
Recipient, American
Planning Association
(APA), San Diego Chapter,
2014
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databases by recording approved project plans and mylars, insurance certificates, and transmittals to ensure
up-to-date electronic and hard copy files. He utilized GIS, PowerPoint and other programs to create exhibits
and provide support for numerous staff members.
Development Services Aide / City of Powa y / 2016
Chris communicated planning, zoning and other land use regulation information through planning counter
visits and phone inquiries. He approved and reviewed simple permits such as temporary use permits, sign
permits, right-of-way permits, and tree removal permits. Chris performed counter intake and preliminary
review of planning and engineering project submittals and served as part-time, entry-level project planner for
administratively approved cases. Chris provided assistance and research for the 2015 General plan Annual
progress report and created and maintained permit records and project databases.
Development Services Intern / City of Poway / 2015 - 2016
Chris provided assistance and research for the Poway Road Corridor study. He communicated planning,
zoning and other land use regulation information through planning counter visits and phone inquiries. Chris
generated GIS maps for staff reports and public hearings and created and maintained permit records and
project databases. He drafted multiple EIS documents and project approval letters. Chris coordinated with
staff in multiple departments for approval or projects and permits.
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Diana has 3 years of experience working within municipalities. She has
served as a Planning Board Aide and Assistant planner, and possesses a
Master of Applied Science degree as well as a Minor in Urban Planning.
Diana’s years of hands-on experience has provided her with a depth of
knowledge in community design and development, policy planning, analyses
and implementation, land use, regional planning, zoning and environmental
review. Diana has strong communication skills and can successfully
collaborate with a diverse team of professionals.
Assistant Planner / City of Stockton, CA
Diana increased visibility and utilization of the City of Stockton’s online
Geographic Information System (GIS). She improved customer knowledge
of City provided services and layer options and administered City Zoning
Code provisions and other planning laws, policies and standards. Diana
composed the City’s online GIS training materials utilized by customers to
navigate and access GIS features and Development Codes. She developed
and implemented document organization and maintenance systems to
streamline manual processes and eliminate operational redundancies. Diana
approved plans applications for zoning, rezoning, subdivisions, use permits,
environmental clearances, variances, residential and commercial
developments, and business licenses. She professionally provided guidance
and interpretation of policies and regulations regarding plans submission and
applications to developers, property owners and general public. Diana
ensured applications, plans submissions and proposals conformed with laws,
policies and regulations and facilitated and conducted research studies and
generated analytical reports based on findings. She provided
recommendations regarding land use, zoning, urban design, population
trends, transportation, housing, redevelopment and community service
needs.
Planning Board Aide / C ounty of Santa Clara, CA – Board of Supervisors
Diana provided direct support to the Chief of staff, resulting in advanced completion of key projects and
initiatives. She increased community engagement at public board meetings and improved relations between
the County and the community via successfully coordinated public outreach events. Diana compiled, and
analyzed demographic data essential to land use planning for the County of Santa Clara’s Local
Homelessness Measures Analysis. She used investigative research for the County of Santa Clara’s National
Homelessness Measures Analysis and then composed reports of quantifiable data highlighting County of
Santa Clara’s innovations toward developing and providing affordable housing. Diana also served as a liaison
for the County, serving as the point of contact for governmental agencies, community groups, businesses,
regulatory entities, property owners, developers, contractors and the general public. She worked cross-
functionally with internal and external stakeholders on long range planning activities and conducted research
studies on city-to-city affordable housing comparisons, land use, zoning status, restrictions, and allowances
of impact fees, and mid-range and long-range planning projects.
Project Manager / Working Partnerships
Diana managed, trained, and developed a team of 20 to meet Local Update of Census Addresses (LCUA)
deadlines and organizational target goals. She provided geospatial information and consultation to the County
GIS specialist, to improve map format, standards, navigational logistics and data retrieval, usability and
Years of Experience: 3
Education
MS, Urban Planning, San
Jose State University
BS, Sociology, Minor in
Urban Planning, San Jose
State University
Registrations/Certifications
Certificate in Community
Design and Development,
San Jose State University
Areas of Expertise
Accela
Landmaster
Landviewer
OnBase
QFlow
Software/Applications
ArcGIS 10.x
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increasing team performance and daily intake responses. She successfully resolved team conflicts resulting
in maintaining strong group dynamics and meeting of organization-wide goals. Diana exceeded recruitment
training expectations/goals resulting in obtaining full community partnership and surpassing recruitment
census target goals.
Community Development Analyst / Association of Meadowfair Community
Diana successfully coordinated the National Night Out community-building festival including participation from
San Jose State University, United Way, San Jose Sharks and local Law Enforcement; improving relations
between community, political representatives and first responders. She established ongoing relations with
San Jose State University to create a college-going culture in local socio-economically disadvantaged
communities with at risk populations. Diana partnered with Turning Wheels for Kids to provide ongoing free
bike maintenance and bike safety opportunities to encourage healthy active living and reduce automobile
pollution. She managed fundraising campaigns and acquired sponsorships and donations covering event
expenses and mobilized community organizations to provide scholarships, Christmas gifts, bike and helmet
giveaways, back to school supplies, and shoes for homeless K-12 students. Diana oversaw policy and
community issues related to zoning, parks and recreations, code enforcement, traffic calming, public safety,
community engagement and after school programs. She developed studies and generated reports, graphic
presentations and public notices for team meetings.
Project Manager / California Faculty Association (SQE)
Diana analyzed and evaluated proposals for strategic development opportunities. She saved the California
State University (CSU) student body $16 million in educational costs through a successful student led
campaign to prevent student fee increases. She successfully negotiated retention of the African American
Studies (AAS) Department and Ethnic Studies Degree at San Jose University and the inclusion of AAS
Department’s courses to University’s Eligible Ethnic Studies course requirements and ensured AAS
Department financial stability and longevity.
Interwest Consulting Group, Inc.Page 42 of 42
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PROFESSIONAL SERVICES AGREEMENT BETWEEN
THE CITY OF MOORPARK AND
CIVIC SOLUTIONS, INC. FOR CONTRACT PLANNING SERVICES
THIS AGREEMENT, made and effective as of this _____ day of
________________________, 2021, between the City of Moorpark, a municipal corporation
(“City”) and Civic Solutions, Inc., a corporation (“Consultant”). In consideration of the
mutual covenants and conditions set forth herein, the parties agree as follows:
WHEREAS, City has the need for contract planning services; and
WHEREAS, Consultant specializes in providing such services and has the proper
work experience, certifications, and background to carry out the duties involved; and
WHEREAS, Consultant has submitted to City a Proposal dated April 9, 2021,
which is attached hereto as Exhibit C.
NOW, THEREFORE, in consideration of the mutual covenants, benefits, and
premises herein stated, the parties hereto agree as follows:
1.TERM
The term of this Agreement shall be from the date of execution to June 30, 2024,
unless this Agreement is terminated, suspended, or extended, pursuant to this
Agreement.
2.SCOPE OF SERVICES
City does hereby retain Consultant, as an independent contractor, in a
contractual capacity to provide contract planning services, as set forth in Exhibit C. In
the event there is a conflict between the provisions of Exhibit C and this Agreement, the
language contained in this Agreement shall take precedence.
Consultant shall perform the tasks described and set forth in Exhibit C.
Consultant shall complete the tasks according to the schedule of performance which is
also set forth in Exhibit C.
Compensation for the services to be performed by Consultant shall be in
accordance with Exhibit C. Compensation shall not exceed the rates or total contract
value of one-hundred and fifty thousand dollars ($150,000.00), without a written
Amendment to the Agreement executed by both parties. Payment by City to Consultant
shall be in accordance with the provisions of this Agreement.
3.PERFORMANCE
Consultant shall at all times faithfully, competently and to the best of their ability,
experience, standard of care, and talent, perform all tasks described herein. Consultant
shall employ, at a minimum, generally accepted standards and practices utilized by
ATTACHMENT 2
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persons engaged in providing similar services as are required of Consultant hereunder
in meeting its obligations under this Agreement.
4.MANAGEMENT
The individual directly responsible for Consultant’s overall performance of the
Agreement provisions herein above set forth and to serve as principal liaison between
City and Consultant shall be George Buell, and no other individual may be substituted
without the prior written approval of the City Manager.
The City’s contact person in charge of administration of this Agreement, and to
serve as principal liaison between Consultant and City, shall be the City Manager or the
City Manager’s designee.
5.PAYMENT
Taxpayer ID or Social Security numbers must be provided by Consultant on an
IRS W-9 form before payments may be made by City to Consultant.
The City agrees to pay Consultant monthly, in accordance with the payment
rates and terms and the schedule of payment as set forth in Exhibit C, based upon
actual time spent on the above tasks. This amount shall not exceed one-hundred and
fifty thousand dollars ($150,000.00) for the total term of the Agreement unless additional
payment is approved as provided in this Agreement.
Consultant shall not be compensated for any services rendered in connection
with its performance of this Agreement, which are in addition to those set forth herein,
unless such additional services and compensation are authorized, in advance, in a
written amendment to this Agreement executed by both parties. The City Manager, if
authorized by City Council, may approve additional work not to exceed ten percent
(10%) of the amount of the Agreement.
Consultant shall submit invoices monthly for actual services performed. Invoices
shall be submitted on or about the first business day of each month, or as soon
thereafter as practical, for services provided in the previous month. Payment shall be
made within thirty (30) days of receipt of each invoice as to all non-disputed fees. Any
expense or reimbursable cost appearing on any invoice shall be accompanied by a
receipt or other documentation subject to approval of the City Manager or the City
Manager’s designee. If the City disputes any of Consultant’s fees or expenses, City
shall give written notice to Consultant within thirty (30) days of receipt of any disputed
fees set forth on the invoice.
6.TERMINATION OR SUSPENSION WITHOUT CAUSE
The City may at any time, for any reason, with or without cause, suspend, or
terminate this Agreement, or any portion hereof, by serving upon the Consultant at least
ten (10) days prior written notice. Upon receipt of said notice, the Consultant shall
immediately cease all work under this Agreement, unless the notice provides otherwise.
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If the City suspends or terminates a portion of this Agreement, such suspension or
termination shall not make void or invalidate the remainder of this Agreement.
The Consultant may terminate this Agreement only by providing City with written
notice no less than thirty (30) days in advance of such termination.
In the event this Agreement is terminated or suspended pursuant to this Section,
the City shall pay to Consultant the actual value of the work performed up to the time of
termination or suspension, provided that the work performed is of value to the City.
Upon termination or suspension of the Agreement pursuant to this Section, the
Consultant will submit an invoice to the City pursuant to this Agreement.
7. DEFAULT OF CONSULTANT
The Consultant’s failure to comply with the provisions of this Agreement shall
constitute a default. In the event that Consultant is in default for cause under the terms
of this Agreement, City shall have no obligation or duty to continue compensating
Consultant for any work performed after the date of default and can terminate or
suspend this Agreement immediately by written notice to the Consultant. If such failure
by the Consultant to make progress in the performance of work hereunder arises out of
causes beyond the Consultant’s control, and without fault or negligence of the
Consultant, it shall not be considered a default.
If the City Manager or his/her designee determines that the Consultant is in
default in the performance of any of the terms or conditions of this Agreement, he/she
shall cause to be served upon the Consultant a written notice of the default. The
Consultant shall have thirty (30) days after service upon it of said notice in which to cure
the default by rendering a satisfactory performance. In the event that the Consultant
fails to cure its default within such period of time, the City shall have the right,
notwithstanding any other provision of this Agreement, to terminate this Agreement
without further notice and without prejudice to any other remedy to which it may be
entitled at law, in equity or under this Agreement.
8. LIQUIDATED DAMAGES
There are no liquidated damages under this Agreement.
9. OWNERSHIP OF DOCUMENTS
Consultant shall maintain complete and accurate records with respect to sales,
costs, expenses, receipts, and other such information required by City that relate to the
performance of services under this Agreement. Consultant shall maintain adequate
records of services provided in sufficient detail to permit an evaluation of services. All
such records shall be maintained in accordance with generally accepted accounting
principles and shall be clearly identified and readily accessible. Consultant shall provide
free access to the representatives of City or the City’s designees at reasonable times to
such books and records; shall give the City the right to examine and audit said books
and records; shall permit City to make transcripts therefrom as necessary; and shall
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allow inspection of all work, data, documents, proceedings, and activities related to this
Agreement. Notification of audit shall be provided at least thirty (30) days before any
such audit is conducted. Such records, together with supporting documents, shall be
maintained for a period of three (3) years after receipt of final payment.
Upon completion of, or in the event of termination or suspension without cause of
this Agreement, all original documents, designs, drawings, maps, models, computer
files, surveys, notes, and other documents prepared in the course of providing the
services to be performed pursuant to this Agreement shall become the sole property of
the City and may be used, reused, or otherwise disposed of by the City without the
permission of the Consultant. With respect to computer files, Consultant shall make
available to the City, at the Consultant’s office and upon reasonable written request by
the City, the necessary computer software and hardware for purposes of accessing,
compiling, transferring, and printing computer files.
10. INDEMNIFICATION AND HOLD HARMLESS
When the law establishes a professional standard of care for Consultant’s
Services, to the fullest extent permitted by law, Consultant shall indemnify, protect,
defend and hold harmless City and any and all of its officials, employees, and agents
(“Indemnified Parties”) from and against any and all losses, liabilities, damages, costs
and expenses, including legal counsels’ fees and costs to the extent same are caused
in whole or in part by any negligent or wrongful act, error or omission of Consultant, its
officers, agents, employees or subconsultants (or any agency or individual that
Consultant shall bear the legal liability thereof) in the performance of professional
services under this Agreement.
Consultant agrees to obtain executed indemnity agreements with provisions
identical to those set forth here in this Section from each and every subcontractor, or
any other person or entity involved by, for, with, or on behalf of Consultant in the
performance of this Agreement. In the event Consultant fails to obtain such indemnity
obligations from others as required here, Consultant agrees to be fully responsible
according to the terms of this Section. Failure of City to monitor compliance with these
requirements imposes no additional obligations on City and will in no way act as a
waiver of any rights hereunder. This obligation to indemnify and defend City as set forth
here is binding on the successors, assigns, or heirs of Consultant and shall survive the
termination of this Agreement or this Section.
City does not and shall not waive any rights that it may have against Consultant
by reason of this Section, because of the acceptance by City, or the deposit with City, of
any insurance policy or certificate required pursuant to this Agreement. The hold
harmless and indemnification provisions shall apply regardless of whether or not said
insurance policies are determined to be applicable to any losses, liabilities, damages,
costs, and expenses described in this Section.
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11. INSURANCE
Consultant shall maintain prior to the beginning of and for the duration of this
Agreement insurance coverage as specified in Exhibit A attached hereto and
incorporated herein by this reference as though set forth in full.
12. INDEPENDENT CONSULTANT
Consultant is and shall at all times remain as to the City a wholly independent
Contractor. The personnel performing the services under this Agreement on behalf of
Consultant shall at all times be under Consultant’s exclusive direction and control.
Neither City nor any of its officers, employees, or agents shall have control over the
conduct of Consultant or any of Consultant’s officers, employees, or agents, except as
set forth in this Agreement. Consultant shall not at any time or in any manner represent
that it or any of its officers, employees, or agents are in any manner officers or
employees, or agents of the City except as set forth in this Agreement. Consultant shall
not incur or have the power to incur any debt, obligation, or liability against City, or bind
City in any manner.
No employee benefits shall be available to Consultant in connection with the
performance of this Agreement. Except for the fees paid to Consultant as provided in
the Agreement, City shall not pay salaries, wages, or other compensation to Consultant
for performing services hereunder for City. City shall not be liable for compensation or
indemnification to Consultant for injury or sickness arising out of performing services
hereunder.
13. LEGAL RESPONSIBILITIES
The Consultant shall keep itself informed of local, state, and federal laws and
regulations which in any manner affect those employed by it or in any way affect the
performance of its service pursuant to this Agreement. The Consultant shall at all times
observe and comply with all such laws and regulations, including but not limited to the
Americans with Disabilities Act and Occupational Safety and Health Administration laws
and regulations. The Consultant shall comply with and sign Exhibit B, the Scope of
Work Requirement for Professional Services Agreements Compliance with California
Government Code Section 7550, when applicable. The City, and its officers and
employees, shall not be liable at law or in equity occasioned by failure of the Consultant
to comply with this Section.
14. ANTI DISCRIMINATION
Neither the Consultant, nor any subconsultant under the Consultant, shall
discriminate in employment of persons upon the work because of race, religious creed,
color, national origin, ancestry, physical disability, mental disability, medical condition,
genetic information, marital status, sex, gender, gender identity, gender expression,
age, sexual orientation, or military and veteran status; or any other basis protected by
applicable federal, state, or local law, except as provided in Section 12940 of the
Government Code. Consultant shall have responsibility for compliance with this Section.
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15. UNDUE INFLUENCE
Consultant declares and warrants that no undue influence or pressure is used
against or in concert with any officer or employee of the City in connection with the
award, terms, or implementation of this Agreement, including any method of coercion,
confidential financial arrangement, or financial inducement. No officer or employee of
the City will receive compensation, directly or indirectly from Consultant, or any officer,
employee, or agent of Consultant, in connection with the award of this Agreement or
any work to be conducted as a result of this Agreement. Violation of this Section shall
be a material breach of this Agreement entitling the City to any and all remedies at law
or in equity.
16. NO BENEFIT TO ARISE TO LOCAL EMPLOYEES
No member, officer, or employee of the City, or their designees or agents, and no
public official who exercises authority over or responsibilities with respect to the
Services during his/her tenure or for one year thereafter, shall have any interest, direct
or indirect, in any agreement or sub-agreement, or the proceeds thereof, for work to be
performed in connection with the Services performed under this Agreement.
17. CONFLICT OF INTEREST
The Consultant covenants that if they or any officer or principal of their firm have
any interests, or if they acquire any interest, directly or indirectly, which will conflict in
any manner or degree with the performance of their services hereunder, Consultant
shall immediately notify the City, in writing, informing the City of the nature of the
contract, prior to commencing with any work or entering into such contract. If the City
determines a potential conflict of interest, the City may assign any work related to the
conflict of interest to an alternate consultant.
18. NOTICE
Any notice to be given pursuant to this Agreement shall be in writing, and all such
notices and any other document to be delivered shall be delivered by personal service
or by deposit in the United States mail, certified or registered, return receipt requested,
with postage prepaid, and addressed to the party for whom intended as follows:
To: City Manager
City of Moorpark
799 Moorpark Ave.
Moorpark, CA 93021
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To: Civic Solutions, Inc.
Attn: Thomas G. Merrell, President
27362 Calle Arroyo
San Juan Capistrano, CA 92675
Either party may, from time to time, by written notice to the other, designate a
different address or contact person, which shall be substituted for the one above
specified. Notices, payments and other documents shall be deemed delivered upon
receipt by personal service or as of the third (3rd) day after deposit in the United States
mail.
19. CHANGE IN NAME
Should a change be contemplated in the name or nature of the Consultant's legal
entity, the Consultant shall first notify the City in order that proper steps may be taken to
have the change reflected in the Agreement documents.
20. ASSIGNMENT
Consultant shall not assign this Agreement or any of the rights, duties, or
obligations hereunder. It is understood and acknowledged by the parties that Consultant
is uniquely qualified to perform the services provided for in this Agreement.
21. LICENSES
At all times during the term of this Agreement, Consultant shall have in full force
and effect, all licenses required of it by law for the performance of the services in this
Agreement.
22. VENUE AND GOVERNING LAW
This Agreement is made, entered into, and executed in Ventura County,
California, and any action filed in any court or for arbitration for the interpretation,
enforcement or other action of the terms, conditions, or covenants referred to herein
shall be filed in the applicable court in Ventura County, California. The City and
Consultant understand and agree that the laws of the state of California shall govern the
rights, obligations, duties, and liabilities of the parties to this Agreement and also govern
the interpretation of this Agreement.
23. COST RECOVERY
In the event any action, suit or proceeding is brought for the enforcement of, or
the declaration of any right or obligation pursuant to this Agreement or as a result of any
alleged breach of any provision of this Agreement, the prevailing party shall be entitled
to recover its costs and expenses, including attorneys’ fees, from the losing party, and
any judgment or decree rendered in such a proceeding shall include an award thereof.
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24. ENTIRE AGREEMENT
This Agreement and the Exhibits attached hereto contain the entire
understanding between the parties relating to the obligations of the parties described in
this Agreement. All prior or contemporaneous agreements, understandings,
representations, and statements, oral or written, are merged into this Agreement and
shall be of no further force or effect. Each party is entering into this Agreement based
solely upon the representations set forth herein and upon each party’s own independent
investigation of any and all facts such party deems material.
25. CAPTIONS OR HEADINGS
The captions and headings of the various Articles, Paragraphs, and Exhibits of
this Agreement are for convenience and identification only and shall not be deemed to
limit or define the content of the respective Articles, Paragraphs, and Exhibits hereof.
26. AMENDMENTS
Any amendment, modification, or variation from the terms of this Agreement shall
be in writing and shall be effective only upon approval by both parties to this Agreement.
27. PRECEDENCE
In the event of conflict, the requirements of the City’s Request for Proposal, if
any, and this Agreement shall take precedence over those contained in the Consultant’s
Proposal.
28. INTERPRETATION OF AGREEMENT
Should interpretation of this Agreement, or any portion thereof, be necessary, it is
deemed that this Agreement was prepared by the parties jointly and equally, and shall
not be interpreted against either party on the ground that the party prepared the
Agreement or caused it to be prepared.
29. WAIVER
No waiver of any provision of this Agreement shall be deemed, or shall
constitute, a waiver of any other provision, whether or not similar, nor shall any such
waiver constitute a continuing or subsequent waiver of the same provision. No waiver
shall be binding unless executed in writing by the party making the waiver.
30. AUTHORITY TO EXECUTE
The person or persons executing this Agreement on behalf of the Consultant
warrants and represents that he/she has the authority to execute this Agreement on
behalf of the Consultant and has the authority to bind Consultant to the performance of
obligations hereunder.
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IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed the day and year first above written.
CITY OF MOORPARK CIVIC SOLUTIONS INC.
__________________________________ __________________________________
Troy Brown, City Manager Thomas G. Merrell, President
Attest: Approved as to form:
__________________________________ __________________________________
Ky Spangler, City Clerk Troy L. Tate, Esq.,
General Counsel for Civic Solutions, Inc.
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Exhibit A
INSURANCE REQUIREMENTS
Prior to the beginning of and throughout the duration of Work, Consultant will maintain
insurance in conformance with the requirements set forth below. Consultant will use
existing coverage to comply with these requirements. If that existing coverage does not
meet requirements set forth here, Consultant agrees to amend, supplement, or endorse
the existing coverage to do so. Consultant acknowledges that the insurance coverage
and policy limits set forth in this section constitute the minimum amount of coverage
required. Any insurance proceeds available to the City in excess of the limits and
coverage required in this Agreement and which is applicable to a given loss, will be
available to the City.
Consultant shall provide the following types and amounts of insurance:
Commercial General Liability Insurance using Insurance Services Office (ISO)
“Commercial General Liability” policy form CG 00 01 or the exact equivalent. Defense
costs must be paid in addition to limits. There shall be no cross liability exclusion for
claims or suits by one insured against another. Limits are subject to review but in no
event less than $1,000,000 per occurrence for all covered losses and no less than
$2,000,000 general aggregate.
Business Auto Coverage on ISO Business Auto Coverage form CA 00 01 including
symbol 1 (Any Auto) or the exact equivalent. Limits are subject to review, but in no
event to be less than $1,000,000 per accident. If Consultant owns no vehicles, this
requirement may be satisfied by a non-owned auto endorsement to the general liability
policy described above. If Consultant or Consultant’s employees will use personal autos
in any way on this project, Consultant shall provide evidence of personal auto liability for
each such person.
Workers’ Compensation on a state-approved policy form providing statutory benefits as
required by law with employer’s liability limits no less than $1,000,000 per accident or
disease.
Professional Liability or Errors and Omissions Insurance as appropriate shall be written
on a policy form coverage specifically designed to protect against acts, errors or
omissions of the Consultant and “Covered Professional Services” as designated in the
policy must specifically include work performed under this Agreement. The policy limit
shall be no less than $1,000,000 per claim and in the aggregate. The policy must “pay
on behalf of” the insured and must include a provision establishing the insurer’s duty to
defend. The policy retroactive date shall be on or before the effective date of this
Agreement.
Excess or Umbrella Liability Insurance (Over Primary) if used to meet limit
requirements, shall provide coverage at least as broad as specified for the underlying
coverages. Coverage shall be provided on a “pay on behalf” basis, with defense costs
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payable in addition to policy limits. Policy shall contain a provision obligating insurer at
the time insured’s liability is determined, not requiring actual payment by the insured
first. There shall be no cross liability exclusion precluding coverage for claims or suits by
one insured against another. Coverage shall be applicable to the City for injury to
employees of Consultant, subconsultants, or others involved in the Work. The scope of
coverage provided is subject to approval by the City following receipt of proof of
insurance as required herein. Limits are subject to review but in no event less than
$2,000,000 aggregate.
Insurance procured pursuant to these requirements shall be written by insurers that are
admitted carriers in the State of California and with an A.M. Bests rating of A- or better
and a minimum financial size of VII.
General conditions pertaining to provision of insurance coverage by Consultant.
Consultant and the City agree to the following with respect to insurance provided by
Consultant:
1. Consultant agrees to have its insurer endorse the third party general liability
coverage required herein to include as additional insureds the City, its officials,
employees, and agents, using standard ISO endorsement CG 2010 and CG
2037 with edition acceptable to the City. Consultant also agrees to require all
contractors and subcontractors to do likewise.
2. No liability insurance coverage provided to comply with this Agreement shall
prohibit Consultant, or Consultant’s employees, or agents, from waiving the right
to subrogation prior to a loss. Consultant agrees to waive subrogation rights
against the City regardless of the applicability of any insurance proceeds, and to
require all contractors and subcontractors to do likewise.
3. All insurance coverage and limits provided by Contractor and available or
applicable to this Agreement are intended to apply to the full extent of the
policies. Nothing contained in this Agreement or any other agreement relating to
the City or its operation limits the application of such insurance coverage.
4. None of the coverages required herein will be in compliance with these
requirements if they include limiting endorsement of any kind that has not been
first submitted to the City and approved in writing.
5. No liability policy shall contain any provision or definition that would serve to
eliminate so-called “third party action over” claims, including any exclusion for
bodily injury to an employee of the insured or of any contractor or subcontractor.
6. All coverage types and limits required are subject to approval, modification, and
additional requirements by the City, as the need arises. Consultant shall not
make any reductions in scope of coverage (e.g. elimination of contractual liability
or reduction of discovery period) that may affect the City’s protection without the
City’s prior written consent.
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7. Proof of compliance with these insurance requirements, consisting of certificates
of insurance evidencing all of the coverages required and an additional insured
endorsement to Consultant’s general liability policy, shall be delivered to city at or
prior to the execution of this Agreement. In the event such proof of any insurance
is not delivered as required, or in the event such insurance is canceled or
reduced at any time and no replacement coverage is provided, the City has the
right, but not the duty, to obtain any insurance it deems necessary to protect its
interests under this or any other Agreement and to pay the premium. Any
premium so paid by the City shall be charged to and promptly paid by Consultant
or deducted from sums due Consultant, at the City’s option.
8. Certificate(s) are to reflect that the insurer will provide thirty (30) days notice to
the City of any cancellation or reduction of coverage. Consultant agrees to
require its insurer to modify such certificates to delete any exculpatory wording
stating that failure of the insurer to mail written notice of cancellation or reduction
of coverage imposes no obligation, or that any party will “endeavor” (as opposed
to being required) to comply with the requirements of the certificate.
9. It is acknowledged by the parties of this Agreement that all insurance coverage
required to be provided by Consultant or any subcontractor, is intended to apply
first and on a primary, non-contributing basis in relation to any other insurance or
self-insurance available to the City.
10. Consultant agrees to ensure that subcontractors, and any other party involved
with the Work who is brought onto or involved in the Work by Consultant, provide
the same minimum insurance 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 subcontractors
and others engaged in the Work will be submitted to the City for review.
11. Consultant agrees not to self-insure or to use any self-insured retentions or
deductibles on any portion of the insurance required herein and further agrees
that it will not allow any contractor, subcontractor, Architect, Engineer, or other
entity or person in any way involved in the performance of Work contemplated by
this Agreement to self-insure its obligations to the City. If Consultant’s existing
coverage includes a deductible or self-insured retention, the deductible or self-
insured retention must be declared to the City. At that time, the City shall review
options with the Consultant, which may include reduction or elimination of the
deductible or self-insured retention, substitution of other coverage, or other
solutions.
12. The City reserves the right at any time during the term of the Agreement 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 will negotiate additional
compensation proportional to the increased benefit to the City.
408
Civic Solutions, Inc. Page 13 of 48
13. For purposes of applying insurance coverage only, this Agreement will be
deemed to have been executed immediately upon any party hereto taking any
steps that can be deemed to be in furtherance of or towards performance of this
Agreement.
14. Consultant acknowledges and agrees that any actual or alleged failure on the
part of the City to inform Consultant of non-compliance with an insurance
requirement in no way imposes any additional obligations to the City nor does it
waive any rights hereunder in this or any other regard.
15. Consultant will renew the required coverage annually as long as the City, or its
employees or agents face an exposure from operations of any type pursuant to
this Agreement. This obligation applies whether or not the Agreement is canceled
or terminated for any reason. Termination of this obligation is not effective until
the City executes a written statement to that effect.
16. Consultant shall provide proof that policies of insurance required herein expiring
during the term of this Agreement have been renewed or replaced with other
policies providing at least the same coverage. Proof that such coverage has
been ordered shall be submitted prior to expiration. A coverage binder or letter
from Consultant’s insurance agent to this effect is acceptable. A certificate of
insurance and/or additional insured endorsement as required in these
specifications applicable to the renewing or new coverage must be provided to
the City within five days of the expiration of coverage.
17. The provisions of any Workers’ Compensation or similar act will not limit the
obligations of Consultant under this Agreement. Consultant expressly agrees not
to use any statutory immunity defenses under such laws with respect to the City,
its employees, officials and agents.
18. Requirements of specific coverage features or limits contained in this section are
not intended as limitations on coverage, limits, or other requirements nor as a
waiver of any coverage normally provided by any given policy. 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 limiting or all-
inclusive.
19. These insurance requirements are intended to be separate and distinct from any
other provision in this Agreement and are intended by the parties here to be
interpreted as such.
20. The requirements in this section supersede all other sections and provisions of
this Agreement to the extent that any other section or provision conflicts or
impairs the provisions of this section.
21. Consultant agrees to be responsible for ensuring that no contract used by any
party involved in any way with the Work reserves the right to charge the City or
Consultant for the cost of additional insurance coverage required by this
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Civic Solutions, Inc. Page 14 of 48
Agreement. Any such provisions are to be deleted with reference to the City. It is
not the intent of the City to reimburse any third party for the cost of complying
with these requirements. There shall be no recourse against the City for payment
of premiums or other amounts with respect thereto.
22. Consultant agrees to provide immediate notice to City of any claim or loss
against Consultant arising out of the work performed under this Agreement. The
City assumes no obligation or liability by such notice, but has the right (but not
the duty) to monitor the handling of any such claim or claims if they are likely to
involve the City.
410
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Exhibit B
CITY OF MOORPARK
Scope of Work Requirement for Professional Services Agreements
Compliance with California Government Code Section 7550
Consultant shall sign and include this page in any document or written reports prepared by
Consultant for the City of Moorpark (City) to which California Government Code Section 7550
(Government Code § 7550) applies. Government Code §7550 reads:
“(a) Any document or written report prepared for or under the direction of a state
or local agency, that is prepared in whole or in part by nonemployees of the
agency, shall contain the numbers and dollar amounts of all contracts and
subcontracts relating to the preparation of the document or written report; if the
total cost for the work performed by nonemployees of the agency exceeds five
thousand dollars ($5,000). The contract and subcontract numbers and dollar
amounts shall be contained in a separate section of the document or written
report.
(b) When multiple documents or written reports are the subject or product of the
contract, the disclosure section may also contain a statement indicating that the
total contract amount represents compensation for multiple documents or written
reports.”
For all Professional Services Agreement with a total dollar value in excess of $5,000, a signed
and completed copy of this form must be attached to all documents or completed reports
submitted to the City pursuant to the Scope of Work.
Does the dollar value of this Professional Services Agreement exceed $5,000?
Yes No
If yes, then the following information must be provided in compliance with
Government Code § 7550:
1. Dollar amount of Agreement/Contract: $ 150,000
2. Dollar amount of Subcontract: $ __________
3. Does the total contract amount represent compensation for multiple
documents or written reports? Yes No
I have read the foregoing Code section and will comply with Government Code §7550.
Signature Date
411
Submitted to:
City of Moorpark
Submittal due date:
April 9, 2021
27362 Calle Arroyo San Juan Capistrano, CA 92675
949.489.1442 fax 949.240.8068 www.civicsolutions.com
In association with:
Statement of Qualifications
for
Contract Planning Services
Civic Solutions, Inc.Page 16 of 48
EXHIBIT C
412
April 9, 2021 City of Moorpark Community Development Department 799 Moorpark Avenue Moorpark, CA 93021 Attn: Karen Vaughn, Community Development Director
Subject: Statement of Qualifications for Contract Planning Services
Dear Ms. Vaughn: Civic Solutions, Inc. is pleased to submit this Statement of Qualifications for Contract Planning Services for the performance of a variety of professional level duties in support of the City of Moorpark’s planning functions and the processing of planning applications in accordance with the City’s plans, policies, and regulations. Civic Solutions has successfully provided staffing services to Southern California cities and counties since 1991. We specialize in providing a full range of planning services, including counter assistance, current and advance planning, ministerial and discretionary case processing, project management, and environmental review for cities. We are accustomed to tailoring our services to municipalities’ needs in terms of hours, schedules, duration, and work location. Our professional staff members are experts in their fields and perform efficiently and effectively for the cities they serve. As you review our submittal, please consider the following key points demonstrating the benefits that the Civic Solutions team brings to the City.
The Right Experience. Civic Solutions has maintained its commitment to serving public agencies for 30 years. During this time, we have successfully delivered comprehensive planning services to public agencies in Orange, San Diego, Los Angeles, Ventura, San Bernardino, and Riverside counties. We have demonstrated project management abilities and planning expertise through a wide range of recent and relevant projects with our public agency clients. We consistently develop a thorough understanding of our municipal clients’ policies and procedures and satisfy performance expectations.
27362 Calle Arroyo
San Juan Capistrano, CA
949/489-1442
949/489-2408 FAX
www.civicsolutions.com
Civic Solutions, Inc.Page 17 of 48 413
Team Resources. Civic Solutions only employs professional staff with public agency experience who consider working in the public interest to be their passion. We offer staff that is professionally competent and knowledgeable of the public agency’s unique development requirements, provides outstanding customer service and public relations, and meets City performance standards without close supervision.
Availability and Commitment of Staff. We have the depth of resources needed for long-term contract services. Civic Solutions can ensure the City that staff resources are available to meet the requirements of the services and any modifications in the workload.
A Proven Process. We have developed a highly refined process of managing staffing functions that ensures user-friendly service that is responsive, timely, of high quality, and efficient. Our ability to effectively manage discretionary case processing minimizes the cost to applicants and the City.
No Conflict of Interest. Over the life of our firm, we have focused almost exclusively on providing services to public agencies. Our private sector work, which amounts to less than 5% of our business, is for homeowner associations, individual business or land owners, and nonprofit organizations. Because we have no clients or business interests in the real estate or development industry in Ventura County, our services will be free from conflict of interest issues. In addition, we have partnered with Miller Planning Associates, who will be available to support land use policy, design guideline and similar work that may be needed. Together, we are confident that you will find that our firms’ capabilities, technical expertise, and key personnel meet or exceed expectation. George Buell, Senior Vice President, will serve as the Management Contact, and Mary P. Wright, our Vice President, will serve as the Project Manager. If you have any questions or require additional information, please do not hesitate to contact George or Mary at (949) 489-1442, buell@civicsolutions.com or wright@civicsolutions.com. Respectfully, CIVIC SOLUTIONS, INC. George Buell Thomas G. Merrell, AICP Senior Vice President President
Civic Solutions, Inc.Page 18 of 48 414
Contents 1. Introduction ...................................................................................................................................................... 1 2. Statement of Qualifications ......................................................................................................................... 2 3. References ....................................................................................................................................................... 10 4. Cost Proposal ................................................................................................................................................. 12 5. Additional Information .............................................................................................................................. 13 6. Signature.......................................................................................................................................................... 14 Appendix ................................................................................................................................................................... 15
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April 9, 2021 1
1. Introduction With over three decades of experience in serving public agency clients throughout Southern California, Civic Solutions has a keen understanding of the City’s need for professional planning services. From the outset, our staff will take great care to learn and conform all work to the City’s policies, codes, and regulations, and we will embrace the processes and technologies the City has in place. We are well prepared to serve along with City staff in whatever capacity needed, whether in all aspects of discretionary application project management, ministerial plan review, special research projects, and forwarding proposals to amend City land use policy. In order to support potential land use policy, design guideline and similar work, we have partnered with Miller Planning Associates, a firm with extensive experience, an excellent reputation, and an impressive portfolio. Of course, we would also look forward to working with Chambers Group, Inc. when environmental review or consultation is needed. In all these things, we will help develop and implement appropriate public engagement strategies and attend required meetings and hearings. From start to finish, we will represent the City well by serving with integrity and in the public interest.
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2. Statement of
Qualifications A. Company Profile, History and Experience Civic Solutions has experienced staff who can provide planning services that meet or exceed the City’s needs. In addition, we have established working relationships with well-respected consulting firms that prepare fiscal impact and market analyses, technical studies, architectural and landscape graphic design, and parking studies that we can bring in on a time and materials basis as the need arises. Our staff has managed all types of ministerial and discretionary entitlement projects, including residential, commercial, industrial, mixed-use, and transit-oriented development. We also have extensive experience conducting CEQA reviews, managing special projects, and working on advance planning efforts. As contract staff, we provide the most highly qualified person for each project according to the skills and expertise required by the City of Moorpark. Types of services performed by the firm:
• Planning Services: Municipal Planning Management, Project Management, Ministerial Review/Plan Check, Public Counter Services, Discretionary Case Processing, Permit Review, Code Amendments
• Land Use and Policy Planning: General Plan Updates, Local Coastal Plan Updates, Housing Element Updates, Zoning Code Updates, Specific Plans, Architectural Design Guidelines, Design Review Services, Climate Change Action Plans
• Environmental Planning: CEQA Documentation, Technical Studies
• Engagement: Citizen Participation, Public Outreach, Consensus Building, Facilitation, Training
B. Key Personnel and Subconsultant Civic Solutions is pleased to respond to the RFQ for Contract Planning Services. We are a company of seasoned veterans who focus on providing planning staffing services to public agencies. We will provide all of the Staffing Services outlined in the RFQ, including current, environmental, and advance planning services, and are offering staff at all levels to respond to the City’s needs. Our planners have a broad range of municipal planning experience and are able to quickly get up to speed on a jurisdiction’s regulations, policies, and procedures. Our staff provides the full range of planning services, from the most basic plan checks to the review and
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2.Statement of
Qualifications
(continued)
management of comprehensive master plans. We have the ability to manage multiple project deadlines; determine application completion; review projects for conformance with policies and regulations; prepare written reports, conditions, resolutions, and notices; perform CEQA reviews; and make presentations at public hearings. We keep the City informed of all of our work efforts and regularly monitor project schedules and budgets. We are known for our attention to detail and our ability to seamlessly fit into the organizations we serve. We have identified staff at all levels to ensure that the appropriate level of planner is assigned to match the complexity of a project. We have provided some of our most qualified staff members who have extensive experience managing involved planning projects. Civic Solutions is pleased to present key members of our staff who are available to assist the City of Moorpark with its on-call planning service needs. These planning professionals are seasoned professionals with extensive experience serving public agencies. The paragraphs below provide a summary of each member’s experience. Complete resumes can be found in the Appendix.
George Buell
Management Contact Mr. Buell is a well-respected planning administrator with over 25 years of planning and management experience in California and Washington. Mr. Buell serves as Senior Vice President of Civic Solutions, managing overall company operations and working with the executive management team to develop and implement the company’s business plan. He also serves as Principal-in-Charge for a number of the company’s important projects, providing strategic direction and oversight. Mr. Buell has served in leadership positions with several cities in Southern California, including Santa Barbara, San Clemente, and Oceanside, and knows how to develop successful work plans that meet the needs of the municipalities he serves.
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2. Statement of
Qualifications
(continued)
Mary P. Wright
Project Manager Ms. Wright will serve as the overall project manager for the provision of staffing services and will be the City’s primary liaison on the contract. She has demonstrated knowledge of principles, practices, and trends in urban planning along with strong public participation and facilitation skills. She manages large-scale development projects for several cities in Southern California. She is also an experienced environmental planner and has prepared and overseen numerous CEQA documents. Her extensive comprehensive planning background and outstanding written, verbal, and interpersonal communication skills are highlighted at City Council, Planning Commission, and public meetings. During her tenure with the City of San Diego, she progressed from an Associate Planner to the Deputy Director of Planning. Ms. Wright has relevant municipal current and advance planning experience in the following cities:
• City of Jurupa Valley
• City of Malibu
• City of Oceanside
• City of Downey
• City of Lake Forest
• City of Inglewood
Jean Ward, AICP
Principal Planner Ms. Ward is an experienced planner and project manager with over 20 years of experience. She has directed numerous comprehensive plans, specific plans, community engagement efforts, and other complex planning projects, and oversees the CEQA efforts for such projects. Ms. Ward has a successful track record of managing a diversity of community-based, implementation-oriented plans on schedule and within budget. She also provides staff planning and project management services to our public agency clients, including zoning code and specific plan amendments, general plan implementation, and development application review. Ms. Ward coordinates regularly with municipal planning staff, legal counsels, and decision makers.
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2. Statement of
Qualifications
(continued)
Ms. Ward has relevant municipal experience in the following cities:
• City of Westlake Village
• City of Rancho Cucamonga
• City of Jurupa Valley
• City of Baldwin Park
• City of La Canada Flintridge
Thomas Gorham
Principal Planner Mr. Gorham is a professional urban planner with extensive leadership and management experience in planning and community development in the public and private sectors. His skills include project management and entitlement processing for complex development projects; architectural and urban design review; environmental review and CEQA document preparation; preparation of general plan and zoning ordinance amendments; and community outreach. Mr. Gorham has outstanding oral and written presentation skills. Additionally, he is an excellent problem solver, communicator, collaborator, facilitator, and mentor. Mr. Gorham is experienced and knowledgeable in municipal land use regulations and development processes and environmental and planning law. Mr. Gorham has relevant municipal experience in the following cities:
• City of Anaheim
• City of Culver City
• City of Malibu
• City of San Ramon
• City of Simi Valley
• City of Victorville
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2. Statement of
Qualifications
(continued)
Michael Fellows, AICP
Senior Planner Mr. Fellows is a planner with 12 years of planning experience. Mr. Fellows expertise is in Current Planning, working on discretionary permit processing and presentations, including conditional use permits, tentative maps, variances, coastal development permits, specific plan consistency review, and Mills Act applications. His experience also includes serving as a plans examiner for single-family, multi-family, commercial, and mixed-use development, land use determinations for business licenses, and preparation of department correspondence. Mr. Fellows has relevant municipal experience in the following cities:
• City of Encinitas
• City of Jurupa Valley
• City of La Mesa
• City of Coronado
• City of National City
Andrea Hoff
Associate Planner Ms. Hoff is uniquely qualified to work on both Current Planning projects and Advance Planning initiatives. She is a highly skilled researcher with a unique combination of urban planning, research, and community development experience, and she also effectively serves as a land development application project manager and ministerial plan reviewer. Ms. Hoff brings finely tuned research, technical, writing, and communication skills to zoning code overhauls, regional and specific plans, transportation projects, housing, and outreach. Her in-depth knowledge of the Southern California region has driven contributions to her field, including planning solutions in culturally diverse, low-income areas, and publications on zoning reform, redevelopment, and neighborhood change. Ms. Hoff has relevant municipal experience in the following cities:
• City of Jurupa Valley
• City of San Diego
• City of Carlsbad
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2. Statement of
Qualifications
(continued)
Elizabeth Yee
Associate Planner Ms. Yee is a highly motivated, results-driven professional with a successful track record in residential and non-residential development for zoning and design conformance. Her experience in municipal planning includes major projects such as the Feasibility Study for the Historical Preservation of the Coffee T. Rice House, Community Plan for Oceano, California, General Plan updates for the cities of Parlier and Manteca, and the Sky Park Circle Redevelopment project in the City of Irvine. Ms. Yee works well in team situations, has exceptional organizational and research skills and adapts to various work environments easily. Ms. Yee has relevant municipal experience in the following cities:
• City of Oceano
• City of Irvine
• City of Jurupa Valley
Kumail Raza
Assistant Planner Mr. Raza is a motivated planning professional with strength in research and analysis for planning, policy, and urban design projects. His experience includes review and processing of land use planning applications, including design reviews, subdivision reviews, conditional use permits, and sign permits. Mr. Raza has successfully utilized research and design skills to identify and visualize properties impacted by transportation infrastructure projects. Mr. Raza has relevant municipal experience in the following cities:
• City of Jurupa Valley
• Sonoma County
• City of San Pablo
• City of Sausalito
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2. Statement of
Qualifications
(continued)
Miguel Del Rio
Assistant Planner Mr. Del Rio is a highly motivated, results-driven professional. He has strong research, data analysis, and graphic skills. He has experience in public counter support, review of architectural plans, and compliance assessments. He has prepared staff reports and provided presentations to Planning Commission and Director hearings. Mr. Del Rio works well in team situations, and has exceptional organizational skills and work habits. He has the ability to learn new tasks quickly and is bilingual in English and Spanish. Mr. Del Rio has recent municipal experience in the following cities:
• City of Jurupa Valley
• City of Whittier
Martha Miller, Miller Planning Associates
(Subconsultant) Miller Planning Associates provides planning and zoning services to a variety of municipal clients throughout California and nationwide. Through their work, Miller Planning Associates seeks to give form to community aspirations, and foster places that are vital and livable, and reflect environmental stewardship. After 20 years of working in private firms and the public sector, Martha Miller began Miller Planning Associates in 2019 to provide each client and project the time and individual attention it deserves. Each assignment is approached with an open mind and is provided with strategic context-based solutions that address the unique issues and needs facing each client. Miller Planning Associates is located in San Luis Obispo, California. Miller Planning Associates offers expertise in preparing zoning codes and design guidelines in a wide variety of settings, including urban centers, small towns, and rural communities. Ms. Miller has prepared numerous comprehensive zoning codes and zoning studies throughout California, including special purpose ordinances for topics such as multi-family and mixed-use development, landscaping, hillsides, parking, planned development, and community benefits.
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2. Statement of
Qualifications
(continued)
Ms. Miller has recent municipal experience in the following cities:
• City of Alhambra
• City of Goleta
• City of Morro Bay
• City of Pismo Beach
• City of Santa Barbara
Statement of Staffing Capacity: If awarded a contract, Civic Solutions will ensure to maintain a sufficient number of staff to meet the City of Moorpark’s need for On-Call Planning Services for a period of up to 2 years.
C. Current Clients Civic Solutions serves numerous municipalities including: City of Encinitas – Staff Augmentation, Senior Planner .............. 2020 City of La Mesa – Staff Augmentation, Associate Planner .......... 2020 City of Moreno Valley – Staff Augmentation Planning Manager and Project Manager ....................................................... 2019 City of Westlake Village – Staff Augmentation, Senior Planner .................................................................................................... 2019 City of Encinitas – Staff Augmentation, Assistant Planner ......... 2019 City of Rancho Cucamonga – Staff Augmentation, Project Manager .................................................................................................. 2019 City of Malibu – Staff Augmentation, Principal Planner .............. 2018 City of La Mesa – Staff Augmentation, Senior Planner ................ 2018 City of Menifee – Staff Augmentation, Senior Planner ................. 2017 City of Anaheim – Staff Augmentation, Associate Planner ......... 2016 City of Encinitas – Staff Augmentation, Project Manager and Entitlement Process .................................................................. 2015 City of Oceanside – Staff Augmentation, Principal Planner ....... 2014 City of Jurupa Valley – Director, Senior, Associate, and Assistant Planners .............................................................................. 2011
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3. References Civic Solutions invites the City of Moorpark to contact our client references to learn their opinion of our performance on past and present assignments.
City of Jurupa Valley 8930 Limonite Avenue Jurupa Valley, CA 92509 Joe Perez, Community Development Director jperez@jurupavalley.org (951) 332-6464
Project Description: Civic Solutions has provided current, advance, and environmental planning services to the City of Jurupa Valley since 2011, completely managing and staffing the Planning Department. Services include, but are not limited to, public counter assistance, plan checks, discretionary case processing, environmental review and documentation, project management, and preparation of the City’s Inaugural General Plan.
City of Oceanside 300 North Coast Highway Oceanside, CA 92054 Jeff Hunt, City Planner jhunt@ci.oceanside.ca.us (760) 435-3535
Project Description: Civic Solutions has been providing planning and environmental services to the City of Oceanside since May 2014. Services include project management of discretionary entitlements, counter assistance, plan checks, case tracking, ministerial project review, and preparation and review of environmental documents.
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3. References
(continued) City of Encinitas 505 So. Vulcan Avenue Encinitas, CA 92024 Roy Sapa'u, Assistant Director, Development Services Department rsapau@encinitasca.gov (760) 633-2734
Project Description: Civic Solutions has provided ministerial and coastal development permit and other discretionary permit processing for the City of Encinitas since October. Typical on-call services include public counter assistance, plan checks, and ministerial and discretionary project review and management.
City of Malibu 23825 Stuart Ranch Road Malibu, CA 90265 Richard Mollica, Acting Planning Director rmollica@malibucity.org (310) 456-2489, Ext. 346
Project Description: Civic Solutions has been providing planning and environmental services to the City of Malibu since February 2018. Services include project management of coastal development permits and other discretionary entitlements, including project review, coordination with the public, preparation of staff reports and resolutions, and presentations at public hearings. In addition, staff prepares environmental documents including Mitigated Negative Declarations and EIR Addenda for development projects in the City.
City of Anaheim 200 South Anaheim Boulevard Anaheim, CA 92805 Scott Koehm, Principal Planner skoehm@anaheim.net (714) 765-5395
Project Description: Civic Solutions has been providing planning services to the City of Anaheim since July 2017. Services include ministerial project review, preparation of project staff reports, review of environmental documents, and management of complex development projects.
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4. Cost Proposal Civic Solutions has prepared a strategic team that has the experience and expertise to step in and immediately support the Community Development Department. Civic Solutions' fee schedule below reflects our hourly rates over the assumed 2-year period, in three Fiscal Years.
Position
Hourly Rates
FYs 2020-2022
Hourly Rates
FY 2022-2023 Principal-in-Charge Principal Planner Senior Planner Associate Planner Assistant Planner Administrative Assistant
$140 $135 $130 $115 $100 $60
$145 $140 $135 $120 $105 $65
Reimbursable Expenses
• Reproductions of plans
• Large duplication or document publishing projects
• Specialized graphic projects
• Messenger and overnight deliveries
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5. Additional
Information Corporate and Management Information
Firm Name: Civic Solutions, Inc.
Firm Parent or Ownership: Civic Solutions, Inc.
Firm Address: 27362 Calle Arroyo San Juan Capistrano, CA 92675
Firm Telephone Number: (949) 489-1442
Firm Fax Number: (949) 240-8068
Number of Years in Existence: 30 years
Management Contact (person responsible for direct contact with the City and services required for this Request for Qualifications):
Name: George Buell Title: Senior Vice President
Telephone: (949) 489-1442 Fax: (949) 240-8068
Email: buell@civicsolutions.com
Project Manager (person responsible for day-to-day servicing of the account):
Name: Mary P. Wright Title: Vice President
Telephone: (949) 489-1442 Fax: (949) 240-8068 Email: wright@civicsolutions.com
Types of services performed by the firm:
Planning Services: Municipal Planning Management, Project Management, Ministerial Review/Plan Check, Public Counter Services, Discretionary Case Processing, Permit Review, Code Amendments
Land Use and Policy Planning: General Plan Updates, Local Coastal Plan Updates, Housing Element Updates, Zoning Code Updates, Specific Plans, Architectural Design Guidelines, Design Review Services, Climate Change Action Plans
Environmental Planning: CEQA Documentation, Technical Studies, Citizen Participation, Public Outreach, Consensus Building, Facilitation, Training
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6. Signature I, Thomas G. Merrell, am the President and Chairman of the Board of Directors of Civic Solutions, Incorporated, and I am authorized to submit this Statement of Qualifications and bind this firm to a contract to perform the professional services contemplated herein. Thomas G. Merrell, AICP President
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Appendix Resumes George Buell Mary P. Wright Jean Ward, AICP Thomas Gorham Michael Fellows, AICP Andrea Hoff Elizabeth Yee Kumail Raza Miguel Del Rio Martha Miller, Miller Planning Associates (Subconsultant)
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George R. Buell
Senior Vice President
Highlights
• Leadership
• Strategic planning
• Government relations
• Development regulations
• Advance planning
• Policy planning
• Land use planning
• Entitlements
• Regulatory review and
compliance
• Team development
• Organizational
effectiveness
• Community relations
• Public facilitation
Education
Bachelor of Arts, Urban
Geography, Minor in
Health Promotion,
California State University,
Fullerton
Memberships
American Planning
Association, Associate
Member
Urban Land Institute,
Member
International City/County
Management Association,
Member
League of California Cities,
Coastal Cities Group,
Member
Mr. Buell is a well-respected planning administrator with over 25 years of planning and management experience in California and Washington. Mr. Buell serves as Senior Vice President of Civic Solutions, managing overall operations of the company and working with the executive management team to develop and implement the company’s business plan. He also serves as Principal-in-Charge for a number of the company’s important projects, providing strategic direction and oversight. Mr. Buell has served in leadership positions with several large cities in Southern California, including Santa Barbara, San Clemente, and Oceanside. He knows how to develop successful work plans that meet the needs of the municipalities he serves. Highlights of Mr. Buell’s experience include:
Civic Solutions, Inc., Senior Vice President, 2020-present. Responsible for managing the firm’s operations and working with the company’s major clients. Works with the management team on all aspects of business operations including staffing, marketing, and preparing the company business plan. Serves as Principal-in-Charge on a number of the company’s major projects, ensuring the development of realistic work programs and the preparation of quality documents.
City of Santa Barbara, Community Development Director, 2014–
2020. Served as the City’s Community Development Director with a staff of 77 in four divisions: Administration, Building and Safety, Housing and Human Services, and Planning. Responsible for administration of 13 boards and commissions and management of a General Fund budget of $12 million. Collaborated daily with executive staff and decision makers including the Mayor, City Council members, and appointed officials. Served as the City’s liaison with federal, state, and local agencies, including offices of elected officials, the League of California Cities, the California Coastal Commission, State Housing and Community Development (HCD), Resource Agencies, the County of Santa Barbara, and other municipalities. Represented the City before local advocacy and interest groups such as the Chamber of Commerce, Downtown Santa Barbara, the American Institute of Architects, the Association of Realtors, and environmental and neighborhood groups.
City of Oceanside, Development Services Director, 2008–2014. Managed a department of 53 staff in three divisions: Building and Safety, Capital and Development Engineering, and Planning. Was
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April 9, 2021 17
George Buell
(continued)
responsible for administration of the Planning Commission, the Historic Preservation Advisory Commission, and the Oversight Board. Managed a General Fund budget of $7.5 million and a Capital Improvements budget of $41 million. Interacted daily with fellow executive staff, City Council aides, elected and appointed officials, and staff from federal, state, regional and local agencies.
City of San Clemente, City Planner, 2002–2008. Reported to the Community Development Director and provided strategic and operational leadership to a division of 12 employees with a $1.5 million General Fund budget. Regularly advised Council members, Planning Commissioners, and executive staff and collaborated with staff on issues of interest. Served as Secretary to the Planning Commission and the Design Review/Cultural Heritage Subcommittee. With a creative staffing strategy, managed through a time of brisk development activity and growing public demands for quality architecture, and increased attention to historic preservation.
Triad Associates, Partner, Kirkland, Washington, 1998–2002. Partner in a private land development consulting firm with more than 100 employees, practicing civil engineering, GIS, landscape architecture, planning, and surveying. Also served as a senior land use planner and managed the company’s GIS department.
City of Fullerton, Associate Planner, 1991–1998. Served as Associate Planner responsible for environmental programs and special projects.
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April 9, 2021 18
Mary P. Wright
Vice President/Director of Planning Services
Highlights
• Leadership
• Project management
• Quality control
• Development regulations
• Environmental planning
• Policy planning
• Strategic land use planning
• Entitlements
• Government relations
• Regulatory review and
compliance
• Team development
• Economic development
• Coastal development
• Community relations
• Public facilitation
Education
Master of City Planning with
Distinction, San Diego State
University, San Diego
Bachelor of Arts, Geography
with Environmental
Emphasis, San Diego State
University, San Diego
Accreditations and
Certifications
Certified, International
Association for Public
Participation (IAP2)
Certified, American Institute
of Certified Planners (AICP)
American Planning
Association, Associate
Member
Ms. Wright is a planning professional with 30 years of planning and environmental experience in Southern California. Ms. Wright has demonstrated knowledge of principles, practices, and trends in urban and environmental planning along with strong public participation and facilitation skills. Her extensive comprehensive planning background and outstanding written, verbal, and interpersonal communication skills are highlighted at city council, planning commission, and other public meetings. During her previous tenure with the City of San Diego, she progressed from Associate Planner to Deputy Planning Director of the department. Highlights of Ms. Wright’s experience include:
Civic Solutions, Inc., Vice President/Director of Planning Services,
2013-present. Ms. Wright directs the Company’s municipal planning services including contract staffing and the preparation of policy documents. She serves on the Company’s management team with involvement in marketing, staffing, quality control, budgeting, analysis, and document production. In addition, she personally serves as on-call staff for several public agencies providing current, long-range, and environmental planning services. Duties include reviewing large-scale development projects, performing environmental assessments in conformance with CEQA, overseeing the preparation of environmental Negative Declarations and EIRs, performing land use analyses, and managing the preparation of long-range policy documents.
City of San Diego, Deputy Director, Planning Department, 2007-2012. Managed 44-member, $8 million budgeted division including management, professional, and administrative staff. Directed long-range planning activities including general, community and mobility planning, multiple species habitat preservation, historic review, park planning, budgeting, and administration. Developed the community plan update program with ten concurrent updates in process. Served as planning management liaison to the Planning Commission and the City Council. Directed project management responsi-bilities, consultant contracting, and budgeting. Served as liaison to the Labor Relations Department and supervised the division’s personnel practices. Oversaw the community planning group system with over 40 active groups.
City of San Diego, Program Manager, Planning Department, 2001-2007. Managed community planning activities in the southern half of the City of San Diego. Supervised a diverse staff responsible for updating plans and reviewing development projects and planning documents. Developed policy and zoning recommendations related to public and private development. Prepared and presented reports to the Planning Commission and the City Council. Served as the City liaison to the San Diego Unified School District. City of San Diego, Staff Level Planner, Planning Department, 1986-2001. Served at various staff planning levels for the City of San Diego.
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Jean Ward, AICP
Community Planning Services Manager
Highlights
• Zoning Codes
• Specific Plan Preparation
• Design Guidelines
• Policy Planning
• Zoning Code Updates
• General Plan/Specific Plan
Updates
• Project Management
• Public Outreach and
Consensus Building
Education
Master in Community and
Regional Planning,
University of Oregon,
School of Architecture and
Allied Arts, Department of
Planning, Public Policy and
Management
Bachelor of Arts,
Environmental Studies with
concentrations in Urban
Planning and Natural
Resource Management,
University of California,
Santa Barbara
Affiliations
American Institute of Certified
Planners,
American Planning
Association, Member
Ms. Ward brings over 20 years of professional urban planning and project management experience. Ms. Ward has a successful track record of managing a diversity of implemented and award-winning long-range plans in Southern California and Oregon that were consistently executed on schedule and within budget. She has conceptualized and written development standards, policies, and design guidelines for residential, commercial, industrial, mixed- use, and transit-oriented districts, and authored numerous specific plans and other long-range planning and zoning documents. Her recent work has been focused on advance planning projects for jurisdictions, including code amendments. Ms. Ward is an accomplished leader of multi-disciplinary teams on challenging and complex projects and commands a strong ability to collaborate across discipline boundaries and build client rapport and trust, resulting in goals, policies, regulatory tools, and urban design solutions that are responsive to both client and community needs. Highlights of Ms. Ward’s experience include:
Civic Solutions, Inc., Community Planning Services Manager,
2017-present. Provides higher level urban planning services to our public agency clients, including zoning code amendments, general plan implementation, specific plans and specialized projects. Ms. Ward recently worked on the preparation of an ordinance to meet new state legislation for accessory dwelling units. She coordinates regularly with municipal planning staff, legal counsels, and decision makers. Ms. Ward commands a strong public presentation presence, regularly presents to commissions and elected officials, brings proven analytical and writing skills, and is a seasoned team leader.
The Arroyo Group, Principal, 2000-2017. Managed and served as lead planner on a diversity of planning projects for Southern California jurisdictions; ranging in scale from site-specific planning and urban design, to downtown districts and urban corridors, to a plan for 5,000 acres of undeveloped land. Maintained quality and adherence to tight budget constraints administering projects in an increasingly competitive grant- funding climate. Supervised and directed the work program of multi- disciplinary teams, addressing land use planning, urban design, multi-modal circulation, streetscape design, economics and financial feasibility, CEQA documentation, historic preservation, art and cultural resources and sustainable development strategies. Ms. Ward also provided peer review services to several cities preparing and updating their specific plans. Ms. Ward conducted and facilitated numerous community outreach and public participation programs, including educational community workshops, visioning, focus group and stakeholder meetings, and design charrettes. She also participated in all aspects of marketing and business development including outreach to prospective clients, proposal preparation, participation in interviews, contract negotiations and preparation, and development of work programs and budgets.
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Jean Ward
(continued)
Awards
Comprehensive Planning
Award for Small
Jurisdiction, Inland Empire
APA, Downtown Hemet
Specific Plan, Hemet,
California
Planning Implementation
Award, Inland Empire APA
and Award of Merit,
California APA, Downtown
Riverside Specific Plan,
Riverside, California
Comprehensive Planning
Award for Small
Jurisdiction, Los Angeles
APA, Downtown Village
Specific Plan, La Canada
Flintridge, California
Comprehensive Planning
Award for Small
Jurisdiction, Inland Empire
APA and Compass
Blueprint Recognition
Award Honorable
Mention, SCAG, North City
Specific Plan, Cathedral
City, California
Hard Won Victories Award,
Inland Empire APA,
Magnolia Avenue Specific
Plan, Riverside, California
Ms. Ward conducted and facilitated numerous community outreach and public participation programs, including educational community workshops, visioning, focus group and stakeholder meetings, and design charrettes. She also participated in all aspects of marketing and business development including outreach to prospective clients, proposal preparation, participation in interviews, contract negotiations and preparation, and development of work programs and budgets.
Angelo Planning Group, Project Manager and Planner, Portland,
Oregon, 1998-2000. Conducted business development and start-up of Angelo Planning Group, a boutique land use and transportation planning firm; successfully negotiated the transition of projects to the upstart company. Performed on-call planning services for Portland metro area jurisdictions including interpretation and administration of the local zoning code, review of applications for zone changes, site plan and conditional use permit application review, analysis and assistance with annexation applications, research and analysis of land use issues, preparation of staff reports, and presentations to decision making bodies. Ms. Ward developed and implemented local comprehensive plans, land use codes and ordinances, and transportation plans for Portland-Metro area jurisdictions, and researched and analyzed best practices, plans and policies pertinent to project work.
W&H Pacific, Project Manager and Planner, Portland, Oregon,
1996-1998. Managed long-range comprehensive plan projects for several Oregon cities and communities at W&H Pacific, a large planning and engineering firm. Prepared development applications and facilitated entitlements process for a variety of private and public-sector clients including commercial and mixed-use developers, the local fire department, and wireless telecommunication providers. Executed site and master planning projects, including a 140-acre mixed use commuter rail site adjacent to the Portland International Airport.
Resource Assistance for Rural Environments (RARE), Planner,
Tillamook, Oregon. 1994-995. Prepared a Watershed Management Plan for Netarts Bay in northern Oregon in conjunction with the Oregon Department of Environmental Quality. Developed educational outreach materials and interpretive signage regarding water quality and ecological functions of the watershed.
Micronesia and South Pacific Program, Federated State of
Micronesia, Planner. 1994 and 1995. Provided technical assistance in 3-month summer programs in the preparation of coastal resource management and manpower training plans in the Federated States of Micronesia.
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April 9, 2021 21
Thomas Gorham
Principal Planner
Highlights
• Leadership
• Project management
• Planning and community
development
• Current planning
• Entitlement processing
• Architectural design
• Environmental review
• CEQA document
preparation
• Zoning code updates
• Staff training
Education
Bachelor of Arts, Urban
Studies and Geography,
California State University,
Northridge
Affiliations
American Planning
Association
Urban Land Institute
Mr. Gorham is a professional urban planner with extensive leadership and management experience in planning and community development in the public and private sectors. His skills include project management and entitlement processing for complex development projects; architectural and urban design review; environmental review and CEQA document preparation; preparation of general plan and zoning ordinance amendments; and community outreach. Mr. Gorham has outstanding oral and written presentation skills. Additionally, he is an excellent problem solver, communicator, collaborator, facilitator and mentor. Mr. Gorham is experienced and knowledgeable in municipal land use regulations and development processes and environmental and planning law. Highlights of Mr. Gorham's experience include:
Civic Solutions, Inc., Senior/Principal Planner, 2021. Provides senior level urban planning services to our public agency clients. Duties include long-range planning, current planning, specific plans, general plan amendments, urban design, architectural and landscape design review, CEQA review, and preparation of environmental documents. Mr. Gorham commands a strong public presentation presence, brings proven oral and written presentation skills, and is a seasoned team leader.
City of Culver City, Contract Senior Planner 2004-2005; Deputy
Community Development Director/Planning Manager, 2005-2017. Project Manager for comprehensive update of the City’s Zoning Code and subsequent code updates including mixed use and TOD development standards; R1 neighborhood design guidelines; nonconforming uses; managed and automated parking standards; signage; outdoor dining standards; and development review processes. Project manager for complex discretionary development projects including: Westfield Fox Hills mall expansion and renovation; expansion and redevelopment of the Sony Studios Lot; comprehensive plan for the redevelopment and re-imagination of the Culver Studios Lot for Amazon Studios; re-use of industrial buildings for creative office uses including Apple and HBO; and comprehensive plans for major mixed use residential, creative office, and hotel projects in the Metro Expo Light Rail Line TOD District. Worked collaboratively with the Community Development Director and the other division managers (Building, Economic Development, Code Enforcement, and Housing) to ensure the success of the Department’s work programs and implementation of the City’s planning goals and visions. Hands on leader and mentor working in a collaborative environment with professional planning staff, outside consultants, developers and design professionals. Worked as an advocate and collaborator for elected and appointed City official’s policies, goals, and programs.
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Thomas Gorham
(continued)
Civic Solutions, Municipal Services Manager and Senior/Principal
Planner, 2002-2005. Provided project management services for municipal planning agencies. Duties and responsibilities included project management and entitlement processing of complex development projects; planning, organizing, supervising, evaluating and directing the work of subordinate staff; providing and coordinating staff training; serve as regional manager for the firm; responsible for acquisition of new business and maintaining client relations and managing contracts. Recipient of 2003 Annual Achievement Award for Professional Excellence; 2003 Outstanding Service Award for service to the City of Malibu; and 2004 Annual Achievement Award for Outstanding Leadership.
Independent Consultant, Zoning Project Manager, San Francisco,
Portland, Columbus, and Los Angeles, 1996-2002. Project Manager for the wireless telecommunications industry providing zoning and entitlement services to telecommunication clients including Sprint PCS, AT&T Wireless, and Nextel. Conducted zoning and land use research, analysis, and feasibility studies Coordinated and obtained all Federal, State and local regulatory land use approvals. Interfaced with local planning staff, neighborhood organizations, and civic leaders to meet local requirements and create positive relationships with the community. Made numerous presentations before city commissions, councils and neighborhood organizations.
Prior Experience: Provided case management for numerous residential and commercial development projects. Conducted various planning assignments in both current and advanced planning. Prepared CEQA documents, staff reports, resolutions and conditions of approval and presented projects to the Design Review Board, Zoning Administrator, Planning Commission and City Council. As a consultant, conducted research and analysis for large scale residential and commercial development projects in the City of Los Angeles and prepared zoning applications and secured entitlements.
• City of San Ramon, Assistant Planner/Associate Planner, 1991-1996
• Psomas and Associates, Assistant Planner, 1990-1991
• City of Victorville, Assistant Planner, 1989-1990
• City of Simi Valley, Planning Intern, 1987-1988
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April 9, 2021 23
Michael Fellows, AICP
Senior Planner
Highlights
• Discretionary permit
processing
• Staff report preparation
• Planning Department
plans examiner
• Land use determinations
for business licenses
• Planning Department
training
• Process business license
applications
• Develop draft site
emergency response
Education
Master of Arts, Public
Administration, and
Bachelor of Arts, Public
Administration,
Emphasis: City Planning,
San Diego State University
San Diego
Associate Degree, Real Estate,
Cuyamaca College, El Cajon
Affiliations
American Institute of Certified
Planners
Mr. Fellows is a planner with 12 years of planning experience. Mr. Fellows has substantial experience in discretionary permit processing and presentations, including conditional use permits, tentative maps, variances, coastal development permits, specific plan consistency review, and Mills Act applications. His experience also includes serving as a plans examiner for single-family, multi-family, commercial, and mixed-use development, land use determinations for business licenses and preparation of department correspondence. Mr. Fellows is an effective team member. Highlights of Mr. Fellows’ experience include:
Civic Solutions, Senior Planner, 2019-present. Responsable for supervision of Assistant and Associate Planners, project management for discretionary case processing, including development plan review, subdivisions, change of zones, general plan and specific plan amendments, research, environmental documentation, staff reports, resolutions, public hearing notices, and inter-department coordination. Preparation of planning reports including recommendations and supporting data for approval and presentation to Planning Commissions and/or public hearings and works with the client and their representatives to resolve issues and alter designs when necessary. Preparation of invoices and accounting practices with deposit based discretionary cases. General customer service with property owners, applicants, architects, and engineers.
City of Coronado, Associate Planner, January 2018-April 2018. Responsible for Staff Design Review Commission Meetings. Wrote and presented Staff Reports for presentation.
City of National City, Assistant Planner, 2015-2018; Planning
Technician 2006-2015. Wrote Staff Reports for presentation to the Mayor/City Council and Planning Commission. Processed Business License Applications for Zoning Consistency, reviewed Construction Plans for Consistency with Land Use Code. Assisted Code and Building Departments with Enforcement Cases. Redevelopment Successor Agency Oversight Board Member.
City of National City, Management Intern 2004-2005. Developed Draft Site Emergency Response Plan for City Hall.
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Andrea Hoff
Associate Planner
Highlights
• Project manager
• Project review
• Advanced planning
• Discretionary case
processing
• Research and analysis
• Zoning review
• Specific plan
• Transportation planning
• Housing
• Redevelopment
• Public counter support
• Bilingual, English/Spanish
Education
Ph.D. Urban and
Environmental Planning
and Policy, University of
California, Irvine
Master of City Planning, San
Diego State University,
San Diego
Bachelor in Urban Studies
and Planning, University of
California, San Diego
Affiliations
CIRTL Associate, Center for
the Integration of
Research, Teaching &
Learning
Certificate in Teaching
Excellence, UC Irvine
Planning for Goods
Movement, California
State University, Long
Beach
Federal Highway Association
Certificate, Financing
Freight Investments
Council Presentation Skills,
City of Carlsbad
Certificate in ArcGIS, Tijuana
Municipal Planning
Institute
Technical Skills
Microsoft Office Suite
ArcGIS
InDesign
Atlas.ti
SPSS data
Ms. Hoff is a collaborative planner and researcher with a unique combination of urban planning, research, and community development experience. Ms. Hoff brings finely tuned research, technical, writing, and communication skills to zoning code overhauls, regional and specific plans, transportation projects, housing, and outreach. Her in-depth knowledge of the Southern California region has driven contributions to her field, including planning solutions in culturally diverse, low-income areas, and publications on zoning reform, redevelopment, and neighborhood change. Highlights of Ms. Hoff's experience include:
Civic Solutions, Inc., Associate Planner, 2020-present. Ms. Hoff provides associate level urban planning services to our public agency clients. Duties include project management of residential, commercial, and industrial developments. Prepares staff reports for, and makes presentations to, planning commissions and city councils. Reviews and comments on general and specific plan amendments; assists code enforcement officers interpret zoning codes in regard to code violations and works with residents and business owners who are in violation of codes to resolve issues and comply with zoning codes.
AECOM San Diego, Urban Planner, 2019-2020. Developed technical components of the San Diego County Land Development Code Update, including streamlined permit procedures, legislative analysis, and best practices for presentation to client. Conducted community outreach and created outreach materials, analyzed and revised zoning regulations and development standards to implement the General Plan. Led research on state housing legislation and current/best practices for facilitating provision of housing locally. Project Planner for San Diego Parks Master Plan and developed tool to measure recreation value of parks and developer impact fees. Coordinated with client and subconsultants to ground truth and finalize scoring approach.
UC Irvine, Graduate Researcher and T.A., 2014-2019. Awarded fellowship for teaching excellence and research grants for evaluation of transit-oriented development and dissertation research on indigenous placemaking in Tepoztlan, Mexico. Lectured for planning and policy courses, including design, housing, statistics, qualitative analysis, cultural studies, and sustainability. Measured effectiveness of form-based zoning codes in promoting sustainability. Research findings were published in
Journal of Urban Design.
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City of Moorpark – Statement of Qualifications: Contract Planning Services
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Andrea Hoff
(continued)
San Diego Association of Governments, Associate Transportation
Planner, 2007-2013. Developed goods movement section of the Regional Transportation Plan (RTP), including project evaluation criteria, policies aligned with state and federal legislation, and formation of the Freight Stakeholders Working Group. Agency expert for air quality conformity requirements relating to the RTP. Project Manager for transportation studies and capital improvement projects, including Border Master Plan (active transportation section), SR-11 Otay Mesa East Port of Entry (traffic and toll revenue study and public outreach), environmental justice grants, regional infrastructure analysis, and shoreline preservation.
City of Carlsbad, Planner, 2007. Processed development permits and coordinated among departments and external agencies. Conducted CEQA/NEPA technical studies. Amended zoning ordinance, including regulations for adult businesses for alignment with legal requirements, clarity, and consistency. Collaborated with advanced planning team on General Plan Housing Element update.
City Heights Community Development Corporation, Neighborhood
Improvement Coordinator 2004-2007. Created targeted improvement plans for local neighborhoods, documenting resident priorities and revitalization projects. Led campaign for Safe Routes to Schools in central and diverse urban communities, resulting in multi-agency funding for crosswalks around schools and National Walk to School Day community event, including sponsorships and education. Winner of Walk San Diego’s 2007 Golden Footprint Award.
San Diego State University, Graduate Research Assistant, 2004-2005. Researched U.S.-Mexican border issues and inclusionary housing policy. Published research in Planning, Practice & Research measuring impact of resident displacement.
California State University, San Marcos, Research Assistant,
2002-2003. Co-facilitated bilingual focus groups to better understand education challenges faced by low-income communities in the border region. Research titled, “Public Schools & Empowerment of Poor Communities along the U.S.-Mexico border.”
UC San Diego Center for U.S. – Mexico Studies, Research Assistant,
2002-2003. Conducted literature review and feasibility study for Community Based Research Program. Coordinated with research fellows on publication series in Journal of Environment & Development.
Tijuana Municipal Planning Institute, Baja California, Mexico, Intern,
2000-2001. Key staff for community-based rehabilitation project in low-income colonia, including design charrettes, field research, working group collaboration, and policy recommendations.
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Elizabeth Yee
Associate Planner
Highlights
• Land use planning
• Entitlement processing
• Research and analysis
• Public counter support
• Zoning review
• CEQA documentation
• Environmental review
• Project design review
• Project management
Education
Master of City and Regional
Planning, Cal Poly San Luis
Obispo, California
Bachelor of Arts, Urban
Studies, University of
California, Irvine
Professional
Memberships/
Registrations
American Planning
Association, (APA)
California Chapter,
Associate Member
Technical Skills
Adobe Creative Suite
Microsoft Office
Google Sketch Up
Hand Sketching
AutoCAD
ArcGIS
Bilingual/Chinese Cantonese
Ms. Yee is a highly motivated, results-driven professional with a successful track record in residential and non-residential development for zoning and design conformance. Her experience in municipal planning includes major projects such as the Feasibility Study for the Historical Preservation of the Coffee T. Rice House, Community Plan for Oceano, California, General Plan updates for the cities of Parlier and Manteca, and the Sky Park Circle Redevelopment project in the City of Irvine. Ms. Yee works well in team situations, has exceptional organizational and research skills and adapts to various work environments easily. Highlights of Ms. Yee’s experience include:
Civic Solutions, Inc., Associate Planner, 2020-present. Ms. Yee provides associate-level urban planning services to our public agency clients. Duties include ministerial and discretionary permit processing, plan checks, public counter support, as well as general plan and zoning code amendments. She coordinates with applicants, design professionals, and the public on projects and issues. She also prepares staff reports, resolutions, and conditions of approval and makes presentations to planning commissions and other public bodies. She assists applicants and consultants understand municipal requirements, analyzes issues, and recommends solutions and strategies. Attends meetings and provides presentations.
Cal Poly College of Architecture and Environmental Design, Teaching
Assistant, 2018–2019. Conducted research and analysis of the General Plan for the City of Parlier. Created plans, illustrations and policy documentation alongside undergraduate students for a new General Plan for the City of Parlier. Critiqued drafts for State and Federal policy document consistency.
City of Manteca, Assistant City Planner, 2014-2017. Reviewed residential and non-residential development for zoning and design conformance. Prepared written and oral staff reports for the City Council, the Planning Commission, and public workshops with recommendations on development projects. Assisted property owners, architects, engineers, and the public regarding city development policies and standards. Aided in analysis, development, implementation, and design for the Family Entertainment Zone Master Plan. Evaluated environmental information to reduce adverse impacts of industrial and commercial development under CEQA and wrote initial studies.
Planning Intern, City of Irvine, 2013. Assisted with the 2013 update of the Irvine General Plan Housing Element. Facilitated research for an industrial park development and rehabilitation project. Performed plan checks on Development Site Plans and Development Code Compliance. Generated maps of researched data on GIS Program.
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Kumail Raza
Associate Planner
Technical Skills
• Microsoft Office Suite
• Adobe Creative Suite
• ArcGIS & QGIS
• Photography and
videography
• Development pro formas
• Fluent in Hindi and Urdu
Education
Master of Planning, Urban
Development, Ryerson
University, Toronto, ON
Bachelor of Environmental
Studies, Environmental
Management York
University, Toronto, ON
Selected Awards
Ryerson Graduate
Fellowship (2)
HSBC Environmental Studies
Award
LIFE Institute Award
York International Mobility
Award
Mr. Raza is a motivated planning professional with strength in research and analysis for planning, policy, and urban design projects. His experience includes reviewing and processing of land use planning applications including design reviews, subdivision reviews, conditional use permits, and sign permits. Mr. Raza has successfully utilized research and design skills to identify and visualize properties impacted by transportation infrastructure projects. Mr. Raza is fluent in Hindi and Urdu. Highlights of Mr. Raza’s experience include:
Civic Solutions, Inc., Assistant Planner, 2020-present. Duties include public counter support and project management for ministerial and discretionary case processing. Assists in the preparation of planning reports including recommendations and supporting data for approval and presentations to Planning Commissions and other public bodies. Assists applicants and consultants understand municipal requirements, analyze issues, and recommend solutions and strategies. Attends meetings and provides presentations.
Associate Planner, MIG Inc., Berkeley, CA, 2019-2020. Conducted research and analysis for planning, policy, and urban design projects. Reviewed and processed land use planning applications including design reviews, subdivision reviews, conditional use permits, and sign permits. Developed staff reports to present to planning commissions, design boards, and city councils under the supervision of an MIG principal. Worked within city planning departments to counsel customers on land use matters and facilitate pre-planning processes. Prepared memos, reports, and plan documents including master plans, specific plans, and downtown plans. Supported public engagement efforts by developing meeting and event materials, collecting and analyzing feedback, and attending/supporting community meetings and events.
Planning Consultant and Research Assistant, Di Vona Law, Toronto,
ON, 2018-2019. Conducted accurate and independent analysis of planning policies and documents including the Provincial Policy Statement, Growth Plan, Official Plans, and Zoning By-Laws of several municipalities in the Greater Toronto Area.
Urban Planning Intern, Toronto Financial District BIA, Toronto, ON,
2018. Assisted in completing the review and update of the Financial District Business Improvement Area’s (FDBIA) Public Realm Strategy and implementation of the new PATH Wayfinding standard.
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Miguel Del Rio
Assistant Planner
Highlights
• Public counter support
• Residential and
commercial plan check
• Research and analysis
• Discretionary case
processing
• Regulatory review and
compliance
• Field survey
• Bilingual in English and
Spanish
Education
Bachelor of Science, Urban
and Regional Planning,
California State
Polytechnic University,
Pomona
Technical Skills
• GIS
• Adobe Illustrator
• Adobe Photoshop
• Microsoft Office Suite
• AutoCAD
Mr. Del Rio is a highly motivated, results-driven professional. He has strong research, data analysis, and graphic skills. He has experience in public counter support, review of architectural plans, and compliance assessments. He has prepared staff reports and provided presentations to Planning Commission and Director hearings. Mr. Del Rio works well in team situations and has exceptional organizational skills and work habits. He has the ability to learn new tasks quickly and is bilingual in English and Spanish. Highlights of Mr. Del Rio’s experience include:
Civic Solutions, Inc., Assistant Planner, 2018-present. Duties include public counter support and project management for ministerial and discretionary case processing. Assists in the preparation of planning reports including recommendations and supporting data for approval and presentations to Planning Commissions and other public bodies. Assists applicants and consultants understand municipal requirements, analyze issues, and recommend solutions and strategies. Attends meetings and provides presentations.
City of Whittier, Planning Intern, 2017. Was responsible for Planning public counter assistance, including processing over-the-counter development review applications for temporary banners, signs, placement of mechanical equipment, patios, and residential additions. Processed business license applications. Responded to public counter inquiries regarding planning, zoning, and other Municipal Code requirements. In the process of supporting land use entitlements and permits, reviewed site plans and elevations to verify compliance with zoning ordinances and the Municipal Code. Conducted field surveys and investigation. Prepared and processed various land use entitlement applications and permits such as variances, conditional use permits, sign permits, temporary use permits, and development review applications. Assisted with city boards and commissions and prepared maps and graphics as requested. Researched and prepared PowerPoint presentations for the Design Review Board, Historic Resources Commission, Planning Commission, and City Council.
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Martha Miller, AICP
Principal and Owner
Miller Planning Associates (Subconsultant)
Education
Master of City and Regional
Planning California
Polytechnic University, San
Luis Obispo
Bachelor of Science in
Industrial Engineering
Purdue University
Certifications and
Affiliations
American Institute of
Certified Planners
American Planning
Association, California
Central Coast San Luis
Obispo Subsection
Director (2015-2017)
Cal Poly City and Regional
Planning Advisory Council
(CiRPAC), Chair
Previous Work Experience
Lisa Wise Consulting, Inc
RRM Design Group
Dyett & Bhatia, Urban and
Regional Planners
San Luis Obispo County
Department of Planning
and Building
Ms. Miller is a skilled land use planner and project manager specializing in community planning, development regulations, and community engagement. With 20 years of experience working in private firms and for public agencies, she brings an in-depth understanding of how to translate community vision into a usable set of plans, policies, and regulations that achieve results. Ms. Miller's approach is marked by carefully assessing each client’s needs and resources, and bringing best practices from form-based, performance-based, and Euclidean applications.
Relevant Project Experience
•San Leandro Objective Development Standards for Housing
•West Sacramento Zoning Ordinance Modernization Project(ZOMP!)
•Brentwood Zoning Code Update
•Hermosa Beach Zoning and Subdivision Ordinance Assessmentand Update (ZONE IN Hermosa)
•Santa Barbara New Zoning Ordinance
•Norma Triangle (West Hollywood) Neighborhood OverlayDistrict and Design Guidelines
•Goleta New Zoning Ordinance and Coastal ImplementationPlan
•Hayward Industrial District Regulations Update
•Morro Bay Comprehensive Zoning Code and CoastalImplementation Plan Update
•Newark Comprehensive Zoning Ordinance Update
•Honolulu Transit Oriented Development Land Use OrdinanceAmendments
•Tahoe Region Local Planning Implementation
•Town of Mammoth Lakes Commercial Districts DevelopmentStandards
•Placer County Area Plan and Implementing Ordinance
•Porterville Development Code Update
•Princeton (San Mateo County) General Plan, Zoning, and LocalCoastal Plan Update (Plan Princeton)
•San Carlos Zoning Ordinance Update
•San Gabriel “Greening the Code” Zoning Amendments
•South San Francisco Zoning Ordinance Update
Civic Solutions, Inc.Page 48 of 48 444
ATTACHMENT 3
RESOLUTION NO. 2021-___
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MOORPARK, CALIFORNIA, AMENDING THE FISCAL
YEAR (FY) 2021/22 ADOPTED BUDGET TO
APPROPRIATE $300,000 FROM THE COMMUNITY
DEVELOPMENT FUND FOR CONTRACT PLANNING
SERVICES
WHEREAS, the City Council adopted the Operating and Capital Improvements
Budget for Fiscal Year 2021/22 on June 16, 2021; and
WHEREAS, on October 15, 2019, the City entered into an on-call Contract
Planning Agreement with Rincon Consultants, Inc. for a total contract value of forty
thousand dollars ($40,000); and
WHEREAS, on March 9, 2020, the City and the Contractor executed Amendment
No. 1 to the Contract Planning Agreement, increasing the maximum not to exceed
amount from forty thousand dollars ($40,000) by a value of sixty thousand dollars
($60,000) for a total contract value of one hundred thousand dollars ($100,000); and
extended the term to December 31, 2020; and
WHEREAS, on January 15, 2021, the City and Contractor executed Amendment
No. 2 to the Agreement, increasing the maximum not to exceed amount from one
hundred thousand dollars ($100,000) by a value of one hundred thousand dollars
($100,000) for a total contract value of two hundred thousand dollars ($200,000); and
extended the term to December 31, 2022; and
WHEREAS, a staff report has been presented to the City Council requesting
approval of new agreements with Interwest Consulting Group, Inc. and Civic Solutions,
Inc. for contract planning services increasing each contractor’s not to exceed amount of
one hundred fifty thousand ($150,000) for a total contract planning services value of all
companies listed to five hundred thousand dollars ($500,000); and extend the term to
June 30, 2024; and
WHEREAS, a budget amendment to increase revenues and expenditures by
$300,000 in the Community Development Fund (2200); and
WHEREAS, costs incurred under the agreement will be reimbursed by developer
deposits; and
WHEREAS, Exhibit “A” hereof describes said budget amendment and its
resultant impact to the budget line items.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MOORPARK
DOES HEREBY RESOLVE AS FOLLOWS:
SECTION 1. A budget amendment of $300,000 to and from the Community
Development Fund (2200), and a corresponding budget revenue increase of $300,000 445
Resolution No. 2021-____
Page 2
in the same fund is recommended to fund agreements with Interwest Consulting Group,
Inc. and Civic Solutions, Inc. for contract planning services, as more particularly
described in Exhibit A, is hereby approved.
SECTION 2. The City Clerk shall certify to the adoption of this resolution and
shall cause a certified resolution to be filed in the book of original resolutions.
PASSED AND ADOPTED this 16th day of June 2021.
________________________________
Janice S. Parvin, Mayor
ATTEST:
___________________________________
Ky Spangler, City Clerk
Attachment: Exhibit A – Budget Amendment
446
Resolution No. 2021-____
Page 3
EXHIBIT A
BUDGET AMENDMENT FOR
COMMUNITY DEVELOPMENT FUND
FOR CONTRACT PLANNING SERVICES
FY 2021/22
REVENUE BUDGET ALLOCATION
Account Number
Current
Budget Revision
Amended
Budget
2200-000-00000-43360 $245,000 $300,000 $545,000
Total $245,000 $300,000 $545,000
EXPENDITURE APPROPRIATION:
Account Number
Current
Budget Revision
Amended
Budget
2200-161-00000-5100 $60,000 $300,000 $360,000
Total $60,000 $300,000 $360,000
447