CONTRACT 5982 Professional Services Agreement CLOSEDAgreement No. 5982
Agreement No.
PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF EL SEGUNDO AND
SAGECREST PLANNING AND ENVIRONMENTAL, INC.
This AGREEMENT is made and entered into this L day of (( �VY2020, by
and between the CITY OF EL SEGUNDO, a municipal corporation and general law city
("CITY") and SAGECREST PLANNING AND ENVIRONMENTAL, INC., a California
Corporation ("CONSULTANT"). The parties agree as follows:
1. CONSIDERATION.
A. As partial consideration, CONSULTANT agrees to perform the work listed
in the SCOPE OF SERVICES, below;
B. As additional consideration, CONSULTANT and CITY agree to abide by the
terms and conditions contained in this Agreement;
C. As additional consideration, CITY agrees to pay CONSULTANT for
CONSULTANT's services not to exceed a total of $50,000 for the entire
term of this Agreement. CONSULTANT acknowledges that it will be paid
with funds received by the CITY from the Developer and/or Applicant
associated with each project for which CONSULTANT performs services on
behalf of the CITY.
2. SCOPE OF SERVICES.
A. CONSULTANT will perform services listed in the attached Exhibit "A," which
is incorporated by reference.
B. CONSULTANT will, using a standard of care equal to, or greater than, the
degree of skill and diligence ordinarily used by reputable professionals, with
a level of experience and training similar to CONSULTANT, performing
under circumstances similar to those required by this Agreement, furnish all
of the labor, technical, administrative, professional and other personnel, all
supplies and materials, equipment, printing, vehicles, transportation, office
space and facilities, and all tests, testing and analyses, calculation, and all
other means whatsoever, except as herein otherwise expressly specified to
be furnished by CITY as specified in Exhibit A, Scope of Services,
necessary or proper to perform and complete the work and provide the
professional services required of CONSULTANT by this Agreement.
3. PERFORMANCE STANDARDS. While performing this Agreement,
CONSULTANT will use the appropriate generally employed professional standards of
practice existing at the time of performance utilized by persons engaged in providing
similar services in the same vicinity. CITY will continuously monitor CONSULTANT's
services. CITY will notify CONSULTANT of any deficiencies and CONSULTANT will have
15 days after such notification to cure any shortcomings to CITY's satisfaction.
Agreement No. 5982
4. PAYMENTS. For CITY to pay CONSULTANT as specified by this Agreement,
CONSULTANT must submit a detailed invoice to CITY that lists the hours worked and
hourly rates for each personnel category and reimbursable costs, (all as set forth in Exhibit
6) the tasks performed. If the CITY agrees with all of the information listed in the invoice,
CITY will then pay CONSULTANT from the Developer/Applicant account created for the
project. In the event that the Developer / Applicant account does not have sufficient funds
for payment of CONSULTANT's services, CITY will notify CONSULTANT in writ;ng to
suspend any work Linder this Agreement until the account is replenished by the
Developer/Applicant, The CITY is not responsible for the cost of any of CONSULTANT's
services after the date of such written notice, unless and until the Developer/Applicant
account is replenished with sufficient funds. This Agreement will cover only those costs
incurred for which Developer / Applicant funds are available,
5. POLITICAL REFORM ACT. CONSULTANT agrees that it will be considered a
public official subject to the Political Reform Act of 1974 for purposes of this Agreement,
CONSULTANT agrees and warrants that it has no financial interests which may be
materially affected by the project(s) for which it is performing services. Such financial
interests may include, without limitation, interests in business entities, real property, or
sources of income exceeding $500 received within the past year. CONSULTANT further
warrants that, before executing this Agreement, it reviewed the Political Reform Act of
1974 and the Fair Political Practices Commission regulations, including, without limitation,
Chapter 7 of Title 2 of the California Administrative Code, Section 18700, et seq., in order
to determine whether any conflict of interest would require CONSULTANT to refrain from
performing the services or in any way attempting to use its official position to influence
the governmental decisions underlying the subject project(s).
6. FAMILIARITY WITH WORK.
A. By executing this Agreement, CONSULTANT agrees that it has:
i. Carefully investigated and considered the scope of services to be
performed;
ii. Carefully considered how the services should be performed; and
iii. Understands the facilities, difficulties, and restrictions attending
performance of the services under this Agreement.
B. If services involve work upon any site,, CONSULTANT agrees that
CONSULTANT has or will investigate the site and is or will be fully
acquainted with the conditions there existing, before commencing the
services hereunder, Should CONSULT ANT discover any, latent or unknown
conditions that may materially affect the performance of the services,
CONSULTANT will immediately inform CITY of such fact and will not
proceed except at CONSULTANT's own risk until written instructions are
received from CITY.
7. KEY PERSONNEL.
Agreement No. 5982
A. CONSULTANT's key personnel assigned to perform work under this
Agreement and their level of responsibility are as follows but is not limited
to:
David Blumenthal, AICP, Senior Planner
Michelle Halligan, Senior Planner
B, The resume of each of the individuals identified in this Section are attached
to this Agreement, collectively, as Exhibit C, and incorporated by reference.
C. In the event CITY objects to the continued involvernent with this Agreement
by any of the persons listed in this Section, or any other person selected by
CONSULTANT to perform services under this AGREEMENT,
CONSULTANT agrees that it will replace such persons with individuals that
are agreed to by CITY,
S. TERM. The term of this Agreement will start on the Effective Date and end on
December 31, 2023. Unless otherwise determined by written amendment between the
parties, this Agreement will terminate in the following instances:
A. Completion of the work specified in Exhibit A;
B. Termination as stated in Section 15.
9. TIME FOR PERFORMANCE.
A. CONSULTANT will not perform any work under this Agreement until:
CONSULTANT furnishes proof of insurance as required Lnder
Section 23 of this Agreement; and
CITY gives CONSULTANT a written notice to proceed.
B. Should CONSULTANT begin work on any phase in advance of receiving
written authorization to proceed, any such professional services are at
CONSULTANT's own risk.
10. TIME EXTENSIONS. Should CONSULTANT be delayed by causes beyond
CONSULTANT's control, CITY may grant a time extension for the completion of the
contracted services. If delay occurs, CONSULTANT must notify the Manager within 48
hours, in writing, of the cause and the extent of the delay and how Stich delay interferes
with the Agreement's schedule. The Manager will extend the completion time, when
appropriate, for the completion of the contracted services,
11. CONSISTENCY. In interpreting this Agreement and resolving any ambiguities, the
main body of this Agreement takes precedence over the attached Exhibits, this
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Agreement No. 5982
Agreement supersedes any conflicting provisions. Any inconsistency between the
Exhibits will be resolved in the order in which the Exhibits appear below-,
A. Exhibit: A: Scope of Work.
B. Exhibit: B: Budget
C. Exhibit: C: Resumes
12. CHANGES. CITY may order changes in the services within the general scope of
this Agreement, consisting of additions, deletions, or other revisions, and the contract
sum and the contract time will be adjusted accordingly. All such changes must be
authorized in writing, executed by CONSULTANT and CITY. The cost or credit to CITY
resulting from changes in the services will be determined in accordance with written
agreement between the parties.
13. TAXPAYER IDENTIFICATION NUMBER. CONSULTANT will provide CITY with
a Taxpayer Identification Number.
14. PERMITS AND LICENSES. CONSULTANT, at its sole expense, will obtain and
maintain during the term of this Agreement, all necessary permits, licenses, and
certificates that may be required in connection with the performance of services under
this Agreement,
15. WAIVER. CITY's review or acceptance of, or payment for, work product prepared
by CONSULTANT under this Agreement will not be construed to operate as a waiver of
any rights CITY may have tinder this Agreement or of any cause of action arising from
CONSULTANT's performance. A waiver by CITY of any breach of any term, covenant, or
condition contained in this Agreement will not be deemed to be a waiver of any
subsequent breach of the same or any other term, covenant, or condition contained in
this Agreement, whether of the same or different character.
A. Except as otherwise provided, CITY may terminate this Agreement at any
time with or without cause.
B. CONSULTANT may terminate this Agreement at any time with CITY's
mutual consent. Notice will be in writing at least 30 days before the effective
termination date.
C. Upon receiving a termination notice, CONSULTANT will immediately cease
performance under this Agreement unless otherwise provided in the
termination notice. Except as otherwise provided in the termination notice,
any additional work performed by CONSULTANT after receiving a
termination notice will be performed at CONSULTANT's own cost; CITY will
not be obligated to compensate CONSULTANT for such work,
Dt Should termination occur, all finished or unfinished documents, data,
studies, surveys, drawings, maps, reports and other materials prepared by
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Agreement No. 5982
CONSULTANT will, at CITY's option, become CITY's property, and
CONSULTANT will receive just and equitable compensation for any work
satisfactorily completed up to the effective date of notice of termination, not
to exceed the total costs under Section 1(C),
E. Should the Agreement be terminated pursuant to this Section, CITY may
procure on its own terms services similar to those terminated,
F. By executing this document, CONSULTANT waives any and all claims for
damages that might otherwise arise from CITY's termination under this
Section.
17. OWNERSHIP OF DOCUMENTS. All documents, data, studies, drawings, rnaps,
models, photographs and reports prepared by CONSULTANT under this Agreement shall
become CITY's property, Upon CONSULTANT's receipt of full payment for services
rendered. CONSULTANT may retain copies of said documents and materials as desired
but will deliver all original materials to CITY upon CITY's written notice. CITY agrees that
use of CONSULTANT's completed work product, for purposes other than identified in this
Agreement, or use of incomplete work product, is at CITY's own risk.
18. PUBLICATION OF DOCUMENTS. Except as necessary for performance of
service under this Agreement, no copies, sketches, or graphs of materials, including
graphic artwork, prepared pursuant to this Agreement, will be released by CONSULTANT
to any other person or public CITY without CITY's prior written approval. All press
releases, including graphic display information to be published in newspapers or
magazines, will be approved and distributed solely by CITY, unless otherwise provided
by written agreement between the parties.
19. INDEMNIFICATION.
A. CONSULTANT agrees to the following:
Indemnification for Professional Services. CONSULTANT will save
harmless and indemnify and at CITY's request reimburse defense
costs for CITY and all its officers, volunteers, employees and
representatives from and against any and all suits. actions, or claims,
of any character whatever, brought for, or on account of, any injuries
or damages sustained by any person or property resulting or arising
from any negligent or wrongful act, error or omission by
CONSULTANT or any of CONSULTANT's officers, agents,
employees, or representatives, in the performance of this
Agreement, except for such loss or damage arising from CITY's sole
negligence or willful misconduct.
Indemnification for other Damages. For claims arising. sing out of the
performance of non-professional services only, CONSULTANT
indemnifies and holds CITY harmless from and against any claim,
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Agreement No. 5982
action, damages, costs (including, without limitation, attorney's fees),
injuries, or liability, arising Out of this Agreement, or its perforniance,
except for such loss or damage arising from CITY's sole negligence
or willful misconduct. For claims arising out of the performance of
non-professional services only, should CITY be named in any such
suit, or should any claim be brought against it by suit, or otherwise,
arising out of this Agreement, or its performance, CONSULTANT will
defend CITY (at CITY's request) and will indemnify CITY for any
judgment rendered against it or any sums paid out in settlement or
otherwise.
B. For purposes of this section "CITY" includes CITY's officers, officials,
employees, agents, representatives, and ccrtified volunteers.
C. It is expressly understood and agreed that the foregoing provisions will
survive termination of this Agreement.
D. The requirements as to the types and limits of insurance coverage to be
maintained by CONSULTANT as required by Section 22, and any approval
of said insurance by CITY, are not intended to and will not in any manner
limit or qualify the liabilities and obligations otherwise assumed by
CONSULTANT pursuant to this Agreement, including, without limitation, to
the provisions concerning indemnification.
20, ASSIG,NABILiTY This Agreement is for CONSULTANT's professional services.
CONSULTANT's attempts to assign the benefits or burdens of this Agreement without
CITY"s written approval are prohibited and will be null and void.
21. INDEPENDENT CONTRACTOR. CITY and CONSULTANT agree that
CONSULTANT will act as an independent contractor and will have control of all work and
the manner in which it is performed, CONSULTANT will be free to contract for similar
service to be performed for other employers while under contract with CITY.
CONSULTANT is not an agent or employee of CITY and is not entitled to participate in,
any pension plan, insurance, bonus or sirnilar benefits, CITY provides for its employees,
Any provision in this Agreement that may appear to give CITY the right to direct
CONSULTANT as to the details of doing the work or to exercise a measure of control
over the work means that CONSULTANT will follow the direction of the CITY as to end
results of the work only.
22. AUDIT OF RECORDS. CONSULTANT will maintain kill and accurate records with
respect to all services and matters covered under this Agreement CITY will have free
access at all reasonable times to such records, and the right to examine and audit the
same and to make transcript therefrom, and to inspect all program data, documents,
proceedings and activities. CONSULTANT will retain such financial and program service
records for at least 3 years after termination or final payment Linder this Agreement,
23. INSURANCE.
Agreement No. 5982
A Before commencing performance under this Agreement, and at all other
times this Agreement is effective, CONSULTANT will procure and maintain
the following types of insurance with coverage limits complying, at a
minimum, with the limits set forth below:
11r)e of Insurance Limits
Commercial general liability: $2,000,000
Professional Liability $1,000,000
Business automobile liability $1,000,000
Workers compensation Statutory requirement
B. Commercial general liability insurance will meet or exceed the requirements
of the most recent ISO -CGL Form. The amount of insurance set forth above
will be a combined single limit per occurrence for bodily injury, personal
injury, and property damage for the policy coverage- Liability policies will be
endorsed to name CITY, its officials, and employees as "additional
insureds" under said insurance coverage and to state that such insurance
will be deemed "primary" such that any other insurance that may be carried
by CITY will be excess thereto. Such endorsement must be reflected on
ISO Form No. CG 20 10 11 85 or 88, or equivalent. Such insurance will be
on an "occurrence," not a "claims made," basis and will not be cancelable
or subject to reduction except upon 30 days prior written notice to CITY.
C. Professional liability coverage will be on an "occurrence basis" if such
coverage is available, or on a "claims made" basis if not available. When
coverage is provided on a "claims made basis," CONSULTANT will continue
to renew the insurance for a period of 3 years after this Agreement expires
or is terminated. Such insurance will have the same coverage and limits as
the policy that was in effect during the term of this Agreement and will cover
CONSULTANT for a1 claims made by CITY arising out of any errors or
omissions of CONSULTANT, or its officers, employees or agents during the
time this Agreement was in effect.
D. Automobile coverage will be written on ISO Business Auto Coverage Form
CA 00 01 06 92, including symbol I (Any Auto),
E. CONSULTANT will furnish to CITY duly authenticated Certificates of
Insurance evidencing maintenance of the insurance required under this
Agreement and such other evidence of insurance or copies of policies as
may be reasonably required by CITY from time to time. Insurance must be
placed with insurers with a Current A.M. Best Company Rating equivalent
to at least a Rating of "AMI."
F- Should CONSULTANT, for any reason, fail to obtain and maintain the
insurance required by this Agreement, CITY may obtain such coverage at
CONSULTANT's expense and deduct the cost of such insurance from
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Agreement No. 5982
payments due to CONSULTANT under this Agreement or terminate
pursuant to Section 05.
24. USE OF SUBCONTRACTORS. Unless otherwise referenced in this Agreement,
CONSULTANT must obtain CITY's prior written approval to use any sub -consultants
while performing any portion of this Agreement. Such approval must approve of the
proposed consultant and the terms of compensation.
25. INCIDENTAL TASKS. CONSULTANT will meet with CITY regularly to provide the
status on the project, which will include a schedule update and a short narrative
description of progress for each major task, a description of the work remaining and a
description of the work to be done before the next schedule update.
26. NOTICES. All communications to either party by the other party will be deemed
made when received by such party at its respective name and address as follows:
If to CITY:
El Segundo Planning & Building Safety Dept.
350 Main St.
El Segundo, CA 90245
Attention: Paul Samaras, Principal Planner
Phone: 310-524-2340
Email: psamaras@elsegundo.org
if to CONSULTANT.,
Sagecrest Planning and Environmental
2400 E. Katella Ave, Suite 800
Anaheim, CA 92806
Attention: Amy Vazquez, President
Phone: (714) 783-1863 x 705
Email:
avazquez@sagecrestplanning.com
Any such written communications by mail will be conclusively deemed to have been
received by the addressee upon deposit thereof in the United States Mail, postage
prepaid and properly addressed as noted above. In all other instances, notices will be
deemed given at the time of actual delivery. Changes may be made in the names or
addresses of persons to whom notices are to be given by giving notice in the manner
prescribed in this paragraph.
27. CONFLICT OF INTEREST. CONSULTANT will comply with all conflict of interest
laws and regulations including, without limitation, CITY's conflict of interest regulations.
2& SOLICITATION. CONSULTANT maintains and warrants that it has not employed
nor retained any company or person, other than CONSULTANT's bona fide employee, to
sofirit or secure this Agreemcnt, Further, CONSULTANT warrants that it has not pais nor
has it agreed to pay any company or person, other than CONSULTANT's bona fide
employee, any fee, commission, percentage, brokerage fee, gift or other consideration
contingent upon or resulting from the award or making of this Agreement. Should
CONSULTANT breach or violate this warranty, CITY may rescind this Agreement without
liability.
Agreement No. 5982
29. THIRD PARTY BENEFICIARIES. This Agreement and every provision herein is
generally for the exclusive benefit of CONSULTANT and CITY and not for the benefit of
any other party. There will be no incidental or other beneficiaries of any of
CONSULTANT's or CITY's obligations under this Agreement.
30. INTERPRETATION. This Agreement was drafted in and will be construed in
accordance with the laws of the State of California, and exclusive venue for any action
involving this, agreement will be in Los Angeles County.
31. COMPLIANCE WITH LAW. CONSULTANT agrees to comply with all federal,
state, and local laws applicable to this Agreement,
32. ENTIRE AGREEMENT. This Agreement, and its Exhibit(s), sets forth the entire
understanding of the parties. There are no other understandings, terms or other
agreements expressed or implied, oral or written. This Agreement will bind and inure to
the benefit of the parties to this Agreement and any subsequent successors and assigns.
33. RULES OF CONSTRUCTION. Each Party had the opportunity to independently
review this Agreement with legal counsel, Accordingly, this Agreement will be construed
simply, as a whole, and in accordance with its fair meaning; it will not be interpreted strictly
for or against either Party.
34. SEVERABILITY. If any portion of this Agreement is declared by a court of
competent jurisdiction to be invalid or unenforceable, then such portion will be deemed
modified to the extent necessary in the opinion of the Court to render such portion
enforceable and, as so modified, such portion and the balance of this Agreement will
continue in full force and effect.
35. AUTHORITY/MODIFICATION. The Parties represent and warrant that all
necessary action has been taken by the Parties to authorize the undersigned to execute
this Agreement and to engage in the actions described herein. This Agreement may be
modified by written amendment.
36. ACCEPTANCE OF ELECTRONIC SIGNATURES. The Parties agree that this
Agreement, agreements ancillary to this Agreement, and related documents to be entered
into in connection with this Agreement will be considered signed when the signature of a
party is delivered by electronic (.pdf) or facsimile transmission. Such electronic or
facsimile signature will be treated in all respects as having the same effect as an original
signature.
37. CAPTIONS. The captions of the paragraphs of this Agreement are for convenience
of reference only and will not affect the inteipietation of this Agreement,
38. TIME IS OF ESSENCE. Time is of the essence for each and every provision of
this Agreement, However, CITY recognizes that CONSULTANT's work must be governed
by sound professional practices,
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Agreement No. 5982
39. FORCE MAJEURE Should performance of this Agreement be prevented due to
fire, flood', explosion, acts of terrorism, war, embargo, government action, civil or rn'ilitary
authority, the natural elements, or other similar Causes beyond the Parties' reasonable
control, then the Agreement will immediately terminate without obligation of either party
to the other.
40. STATEMENT OF EXPERIENCE. By executing this Agreement, CONSULTANT
represents that it has demonstrated trustworthiness and possesses the quality, fitness
and capacity to perform the Agreement in a manner satisfactory to CITY. CONSULTANT
represents that its financial resources, surety and insurance experience, service
experience, completion ability, personnel, current workload, experience in dealing with
private consultants, and experience in dealing with public agencies all suggest that
CONSULTANT is capable of performing the proposed contract and has a demonstrated
capacity to deal fairly and effectively with and to satisfy a public CITY.
[Signatures on next page]
Page 10
Agreement No. 5982
IN WITNESS WHEREOF the parties hereto have executed this Agreement the day
and year first hereinabove written.
CITY OF EL SEGUNDO SAGECREST PLANNING AND
ENVIRONMENTAL
a California Corporation
Taxpayer ID No. 30-1218415
Scott Mitnick,
City Manager
ATTEST:
Tracy We"'er,
City Clerk
UV,001000"b 31-meffuo Vkyl
Mark D. Hensley, 6
City Attorney
im
Amy Vuez,
Preside)
Page 11
Agreement No. 5982
EXHIBIT A
Scope of Work
EMS
Agreement No. 5982
SAGECREST
planning+ environmental
#2806
www�ssgedestplanning.cam
Agreement No. 5982
October x2,ZU2O
Sam Lee, Director
City ofE|Segundo, Planning & Building Safety
35@Main Street
[| Segundo, CA9O2q5
Subject: PROPOSAL FOR ON-CALL PLANNING SERVICES
Mr, Lee:
Thank you for the opportunity to submit aproposal tothe City of El Segumdoforun-call planning
services. The team au5agecres p(anninQ+Enx}ronmenta I (SaQecresdprovides planning and
environmental review services to local jurisdictions throughout California. Our planners have expertise
indiscretionary case processing, preparation and review ofzoning codes, specific plans, general plans,
and other planning documents, code compliance, project management, and environmental analysis,
documentation, and review. Our planners have all worked in various positions as planning staff for local
jurisdictions, coordinating interdepartmental review of projects and providing peer review services to
applicants.
Sagecrest delivers the highest level of service with proactive solutions, ongoing communication, and
dependable coordination. VVeadapt our services tothe City's needs and complement its in-house
resources as an extension of City staff. Our planners are trained on the latest planning, zoning and
environmental legislation and case law and are adept at using public counter permit tracking and GIS
systems.
3ageoest isalocal Southern firm with corporate offices inAnaheim. Our clients are
located in Orange, San Diego, Riverside, San Bernardino and Los Angeles Counties,which allows mstobe
,iccmssib)emmour clients tit amoment's notice VWeare accustomed tobeing proactive and anticipating
the needs of out, �ienits anid recommending practical solutions to complex planning issues. In addition,
due k,our eFicimrt structure, we are competitive on price while adhering to stringent budgets and
schedules.
Sagecrest looks forward to your favorable review of our firm's proposal. For additional information or to
further discuss our qualifications, please contact me directly at the phone numbers or email below.
Sincerely,
Amy Vazquez, President
Office: (714)783'1863x7O5
Mobile: (714)914-5605
s'mui>:axazquez@so8eu,eatpdanning.uom
2400 E. Katella Avc. a Suite 800 * Anaheim, CA 92806
Table of Contents
Agreement No. 5982
City of El Segundo
On -Call Planning
Firm Background and Relevant Experience ................................................................................................. 2
Background................................................................................................................................. ......... 2
�Emper�wce.-..^.-.-...~.....-...~....-._--....-...~--_--^--'''--^---~^-''
Current -'.~' -''y
KeyTeam Member Summary ................ ...... .............................................................................................. M
ExecutiveTeam ...................................................... .............................................................................. 9
Planning Services Team Members (Partial List) .............. ................................................................. 12
PeeSchednle.-...... ...... ............... ............ ... ____ .... -........ --..... ___ ........ ........ ___ .......... 12
References-.__---...... ___ .......... _.............. ....... -... .... -............. _--........ ------_—..l4
Page \i
Agreement No. 5982
City of El Segundo
On -Call Planning
SAGECREST
Firm Background and Relevant Experience
Background
Sagecrestbanaward winning, full service, professional planning firm providing on-call planning, land
use, and environmental consulting to public agencies throughout California. The American Planning
Association (APA)recently awarded So8ecrest the ZO1DEmerging Planning & Design Firm bythe Orange
Section and the 2019 Grassroots Initiative Award by the CA State Chapter and the Orange Section. With
considerable experience in Southern California, the Sagecrest team has strong working relationships
with key staff, applicaras and public officials. Our mission is to provide outstanding service at
competitive rates to the clients and communities we serve while adding value and making a positive
impression with each assignment. Because of our extensive experience and focus on providing planning
staff 1upublic agencies, SaBennst isuniquely qualified *odeliver high-quality on-call services. VVehave
assembled an exceptional team of experienced planners. Our staff has professional planning experience
inthe pubUcseuor, giving them aunique and thorough understanding nfthe processes and the
challenges faced by planning departments. We employ highly qualified and experienced professionals
whose skills, qualifications and previous responsibilities are a strong match to the needs of the City of
Burbank. We ensure this high level of quality by employing the following practices:
° City contract managers interview proposed staff before they are assigned.
• Our planners have experience working for public agencies prior to working with us, allowing
them tointegrate seamlessly into department operations.
° We know that our reputation is our most valuable asset. With that in mind, we do not
overcommit our staff and only accept work that our staff has the qualifications to perform.
• Our staff maintains ongoing professional development and we provide extensive training in
project management, land use law, California Environmental Quality Act (CEQA), writing and
public presentation skills.
• VVeare based inAnaheim, maintain regular office hours, and are accessible asneeded.
° We reliably meet departmental standards, including: deadlines, quality of work products,
courtesy and accessibility, accuracy of reports and information given to the public, and
responsiveness.
* We ensure we have a clear understanding of expectations and maintain consistent
communication with our clients.
�
We are committed to providing services that are cost effective while maintaining high standards
ofquality and productivity,
Sagecrest'smamagement team has over 50 years of combined experience in a broad range ofland use
planning and development activities, with aspecific focus on[EQ//NEPAcompliance. |naddition tothis
experience as environmental professionals, the Sagecrest team has extensive experience as municipal
agency staff, which gives us insight into the interdisciplinary coordination required to deliver the
environmental review for the Proposed Project that other private consulting firms may not have.
Sagecrest is uniquely positioned to integrate the project management of the environmental review
process with the Applicant, their architect, civil engineer, technical consultants, and City staff. One of
our unique strengths is the ability tounderstand the project delivery process from inception to
completion.
Page 12
Exwerience
Agreement No. 5982
City of El Segundo
On -Call Planning
The following isasummary of the relevant projects and tasks compieted in the last five years by
5agecnstand the former Environmental Advisors:
• Provided on-call planning services toover 35Southern California cities
• Drafted specific plans and zoning code ordinances
• Facilitated several community and public outreach meetings
• Drafted several CEQA streamlining checklists, Initial Studies, (Mitigated) Negative Declarations,
EIRs, Mitigation Monitoring and Reporting Programs, and all required CEQA notices.
= Coordinated the project teams of architects, civil engineers, and technical specialists
* Completed land development applications and manage the iterative review process with City
staff
• Negotiated development agreements onbehalf ofcity clients
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Planning
714-331-1009
on-maUplanning senxpes
1 present
Downey
Services
m|dm~mch/wdter@orbqx|oba/.net
City of
On -Call
Ken Robertson
June 2019-
Hermosa
Planning
318-318'0242
On-call planning services
present
Beach
�
serwos
Nnheraun@hennosubch-n,g
November
� On -Call
pechvus,xm
2017-June
City vfLaguna
Planning
(949) 497-3311
On-call planning services
2019Services
Beach
jpmcumuu0pl,aumnabeachci,y.net
--
August
ci�vo��ake
On -Call
Gayle Ackerman
2017'
Planning
949-461-3463
On-call planning services
present
Forest
Services
__
Gacme,mav@imkmforestca.gollj
August
Cityof
On -Ca||
Jim Campbell
on-call entitlement
� 2017'
Newport
Planning
949-644'3210
processing micem,the �
ipn,,eru
Beach
Services
icamphe||@newpvrtbeachca.g2vSenior P|annerlevel
Page 13
Agreement No. 5982
City of El Segundo
On -Call Planning
/Jma�anBonegomCP
February
City of
On -Call |
—
�—
� �
o�onpme���os�s�n
2u2019-MannimQ
Oceanside
1ho,m��@���uosnside.ca.u,
On �aU�an�n�ser�os �
present
Services
760'435*373
�
�
-----
�Mary KnpasNe-Brown,City
August
City of
On -Call
� | Planner
2019
Planning
(9S1) 826-5108
on�a||�anmnmxem)�s
present \
x�en-e i�
'--
'
Services
mkupaskie'b mwn
|
/
@rivcrsideca.gov
�
On -Call
Wayne Morrell
�
July 2017-
City of Santa
Planning--
��8�V �
On-call planning services
present
Fe Springs
wmo,�||@�nmfewh�s��
Services�
March
City of
On -Call
JaradMi|denbs,nd
2019'
Planning
714-379'9222
On-call planning services
present _
Stanton
Services
i*odeubmumd8Pci.otantow.ca�vs
September
City of
Dn'CaUzonin�
Matt Foulkes
On-call planning service pfa
201/-
Fullerton
Administrator
714'730'6878
Zoning Administrator
present
I Services
xxppu(kas@,dtyoMu||erton.vom
AuVvur
Otyu�Yvr�a
Planning
Nate Farnsworth
Minutes clerk for Planning
2017-
Linda
m��ips,
714-961-71317�az
Commission hearings
present
Minutes Clerk
1 mfarnsworth@VorbaUndaca��_
September
Planning
William Crouch
Minutes clerk for Planning
2018-
City ofOrange
Services,
(714)74*-7uzO
Commission hearings and
present
Minutes Clerk
cdmho@dtyufora»ne.onn
Design Review Committee
Agreement No. 5982
City of El Segundo
1--i On -Call Planning
SAGECREST
pianning+erwironmer0al
Work Plan and Approach
Sagecrest's unique approach to best perform on-call planning services, including representative tasks as
appropriate for the class title assigned, is described below:
I. Review, analyze and process
Sagecrest provides entitlement processing services for
discretionary cases consistent
development applications and management of City -initiated
with City codes, policies and
projects that may require general plan amendments, specific
standards. Utilize City
plans, reclassifications, Conditional Use Permits, subdivision maps,
electronic and paper files to
variances, design review, annexations, and other discretionary and
research previous and/or
administrative actions. Sagecrest planners are skilled project,
related cases.
managers who provide excellent customer service to the applicant
and the City. We guide the applicant through the entitlement
process, timelines, technical studies, interdepartmental
comments, revisions to the application, and the review and
3. Route plans to City
approval process. Team members utilize the City's historical files,
departments; consolidate
Geographic Information Systems, permit tracking software, and
comments; and present
zoning code to respond to inquiries at the public counter and to
recommendations and
research entitlements.
2. Prepare environmental
Sagecrest planners are well versed in current environmental law
analysis, including, but not
and preparing CEQA documents for discretionary projects or City -
limited to, Initial Studies and
initiated plans and programs. The Sagecrest team includes
Negative Declarations, as
planners who can prepare streamlining checklists, Initial Studies,
required by the California
(M,tipated) Negative Declarations, EiRs, Mitigation Monitoring and
Environmental Quality Act
Reporting, Programs, and all required CEQA notices. Sagecrest
(CEQA).
planners have also managed CEQA consultant teams, WP have
reviewed and commented on numerous CEQA documents from
outside agencies to ensure the City's comments and concerns are
represented.
3. Route plans to City
Sagecrest planners are experienced project managers. Entitlement
departments; consolidate
case processing generally entails routing plans to various City
comments; and present
departments; consolidating comments; resolving internal
recommendations and
inconsistencies; and presenting recommendations and revisions to
revisions to the applicant.
the applicant. Once the application is complete, our planners will
Work with other departments
write clear, concise, and accurate staff repos to diid manage the
to ensure consistency of
prolect through public outreach, reviews and approvals by staff,
comments. Prepare staff
Planning Commission, any other required approval body, and the
reports and presentations to
City Council.
citizen committees and
decision-making bodies.
Page 15
Agreement No. 5982
6. Attend community meetings 5ageoestplanners have solid presentation skills and have
and public hearings, as
City mKEl Segundo
required, and present reports
On -Call Planning
SAGECREST
for the ability ourstaffhas totake complex issues and present
Commissions, and the City
them inaway that \sclear and concise. VVeare passionate about
4' Maintain communication with
Sagecnsttakes pride inour communication and customer service
applicants, interested parties,
with applicants, interested parties, property owners, homeowner
property owners, homeowner
associations, various governmental agencies, and other City
associations, etc. Respond tm
departments. Our planners quickly learn the frequently asked
inquiries about projects from
questions (i.e.business license, special events, building inspection
residemritsand appli:wnts-
requests, etc.)and provide "onestopshopping" atthe public
environmental mitigation, if
counter.
S. Prepare notices for public
5agecrestunderstands the importance ofpreparing timely, clear,
meetings and hearings In
concise and accurate public notices. VVeare experienced in
accordance with City and
preparing publications for the newspaper, posting unand/or near
C5QArequi,emento'
the project site and mailing notices bointerested parties who may
beaffected byaproposed action,
6. Attend community meetings 5ageoestplanners have solid presentation skills and have
and public hearings, as
presented entitlement applications and reports tncity councils,
required, and present reports
commissions, and community groups. Weare often commended
tqvarious Boards,
for the ability ourstaffhas totake complex issues and present
Commissions, and the City
them inaway that \sclear and concise. VVeare passionate about
Council.
working with stakeholders tocommunicate the direction ofthe
City early inthe process sothey understand what the goals are
and how tobeapart ofthe ultimate solution.
T Manage the project schedule meproactively manage our caseload tuensure that all projects
inaccordance with the City's stay onschedule and \naccordance with the City's adopted
adopted timelines. timelines. VVecoordinate with various City departments for
comments and build relationships with department
representatives toensure good communication and coordination
)smaintained throughout the life mfeach project, VVeunderstand
the importance toapplicants u[maintaining established timelines.
S. Open maintain and close
Proper records management and organization bcrucial. Our
electronic and paper files bm
planners have all worked for public agencies and understand the
accordance with City
importance mfworking diligently tomaintain the public record,
procedures.
proper publications, filing, indexing, and safekeeping ofall
proceedings ofthe Planning Commission and City Council. VVe
work with the City Clerk toensure the public record /skept
permanently and isset upfor efficient retrieval.
9. Review grading and building
Plan checking iscompleted inaccordance with conditions of
plans for consistency with
approval associated with each discretionary approval and
discretionary approvals and
applicable codes, ordinances and standards adopted hythe City,
environmental mitigation, if
Agreement No. 5982
Page 17
City of El Segundo
1--i
On -Call Planning
SAGECREST
plaanmq + env4onmemial
10. Provide staff at the public
Our team members are skilled at reviewing a City'5 historical files,
Information counter.
zoning map, zoning code and, other data and files to respond to
inquiries at the public counter, Our planners, are well versed in
determining when a project is ready for plan submittal. We quickly
learn the frequently asked questions (i.e, business license, special
events, building inspection request, etc,) that are typical to
customers visiting City Hall to provide as much assistance as
possible and help provide "one-stop shopping" for questions and
needs. We take pride in our exceptional customer service skills.
Page 17
����� Member ��
�� "����"�"���������mmary
Agreement No. 5982
City of El Segundo
On -Call Planning
The 9agecnestteam bcomprised ofadiverse group cf planners and professionals with expertise in
urban planning and design, environmental planning, public policy, and project management. Our team b
recognized for the collaborative and insightful approach that results in high quality workand proven
results, Please see Appendix A (Resumes) for all team members listed below. Sagecrest has served local
public agencies on development projects in communities across Southern California in San Diego,
Orange, Riverside, San Bernardino, and Los Angeles Counties. Our executive team manages over 20
employees onthe following teams:
Planning Consulting Team assists municipal governments with project management, research,
policy analysis, land use and development regulations, development agreement negotiations,
and updates and amendments to General Plans, Specific Plans, Zoning Codes, and related
planning documents.
Entitlement Services Team offers a wide variety of development services including due diligence
review, feasibility analysis, land entitlement services, permit processing, and project
management. Sagecrest team members work with developers, property owners, jurisdictions,
and consultants to ensure projects are approved quickly with high-quality and cost-effective
results.
Environmental Services Team has extensive experience oamunicipal agency staff, which gives
us insight into the interdisciplinary coordination required to deliver environmental review that
other consulting firms may not have. Sagecrest\suniquely positioned tointegrate the project
management of the environmental review process with the Applicant, their architect, civil
engineer, technical consultants, and City staff. 5aQerresthas astrong working relationship with
professionals from a wide range of technical disciplines that comprise our subconsultant team.
Sa8ecrestisqua/iOedtop,epsveCsQAdocuments,indudinginit)a}studieu,exemptioos,
negative declarations, mitigated negative declarations, environmental impact reports,
associated technical studies, i.e. air quality, biology, cultural resources, noise and all related
notices and filings.
CEQA TechmicaVSubconsultant Team offers industry experts in their respective fields tuprepare
and peer review technical studies: Vista Environmental (Air Quality & Greenhouse Gas Impacts,
Health Risk Assessments, Energy and Noise Impact Analysis); Osborne Biological Consulting
(Biological Resouros);Co8s onaResourceK8anagement' Inc, (Cultural Resou,os);Unsott,Law,
& Greenspan, Engineers (Traffic Impact Analysis and Parking Studies) and Partner Engineering
(Environmental Site Asessments).
Executive Team
Amy Vazquez, President
�V
�
Agreement No. 5982
City of El Segundo
On -Call Planning
Amy has been u professional planner since 1999 and is the Co
-
Founder and President ofSagecnest Planning+Envimnmental- an
award winning, full service, professional planning Mnn providing
planning, land use and environmental consulting services tu public
agencies throughout California. She is a practiced planner who has
experience successfully managing large and controversial planning
projects for the Cities nfAnaheim and San Clemente. Amy isalso the
Section Director for the Orange Section of the American Planning
Association and has been an active board member for nearly a
decade.
Greg McCafferty, Vice President
Greg has over 30years mfexperience in both local government arid
the private sector mall aspects of project development, planning,
and environmental review. He is responsible for leading the
5agecnesx management rearn, strategic gmowth, client relations,
quality assurance and admi^istration. Greg has strong presentation
sNNu aimd has represented both public and private sector clients oz
public hearings and community meetings. His exposure toadiverse
range of project types allows h\rn to develop specialized approaches
tailored to each client's needs. Greg was a planner for the C,�,ty of
Anaheim for 18 years and served as the Principal Planner prior to
Director of Planning nmiea fmr the Sheldon Group and Chambers
Group, He founded Environmental Advisors in 2012' which now
operates as5a0ecrextP|anning+Environmenta|.
Page 19
Amy Stonich, AlCP, Director, Planning Services
Agreement No. 5982
City nfEl Segundo
On -Call Planning
Amy ba certified planner with over 20 years ofprofessional
experience in the public and private sector working for avariety of
cities including small and large jurisdictions and coastal and urban
communities in California. She is experienced with current and
advance planning and has processed challenging entitlements and
drafted multiple code amendments, including housing element
updates, short-term lodging, and Accessory Dwelling Units ,ADU>'
Amy is an active member of the American Planning Association
practicing as a certified planner (A|[P). She currently holds the
position of Vice Director ofPrograms and iothe former Director of
Orange Section American Planning Association (APA) and served as
the 2014APA California Conference Chair for Programs.
Chr;shneSounders, Director, Environmental Services
Christine Saunders has worked as an urban and environmental
planner since 2000Saunders is responsible for overall
environmental project management, organization of technical
experts, and document writing. She focused most ofher career in
the public sector managing the land use development permit
process, including compliance with CEQA and other applicable
p|mns, policies, programs, regulations, and laws, She has extensive
experience preparing and reviewing [EOA documents for
development and capital improvement projects, Saundmns'streugth
is in providing c�}ea[ concise, internally consistent, accurate, and
legally defensible C£QA documents that translate techn}oa|jargon
into document that speaks to the mmm-professional in one voice.
Saunders earned aBachelor ofArts degree inUrban Studies with vn
emphasis in Public Administration from San Diego State University.
She is the Section Director Elect for the Inland Empire Section pfthe
American Planning Association.
Agreement No. 5982
City ofBSegundo
2"M On -Cal Planning
SAGECREST
plan ninq+environmental
Lindsay Ortega, A|CP.Senior Project MOnogpr.Entif|enneDtSeP/iceS
Lindsay hamexperienced planner who bpart ofthe 5a8ecres
management team and has worked iocities including Anaheim,
Huntington Beach, San Juan Capistrano, and Brea. Lindsay has
worked inthe areas ofplanning, development, marketing, and
community outreach since 2OO6.Lindsay iswell versed in
managing and processing avariety ofproject entitlement
applications for compliance with local, state, and federal
regulations. Such projects include specific plan preparation,
comprehensive sign programs, Cups, infill residential projects, and
industrial and commercial developments. She isthe lead planner
for the company's entitlement processing for private entity
projects. She has also been aboard member inboth elected and
appointed positions for the APA Orange Section over the past
eight years.
Laurel Reimer, AICP, Senior Project Manager
Laurel has nine years ofexperience inurban planning with over
three years in the public sector focusing onentitlements,
compliance, and meeting client needs through creative problem
solving. She has worked inseveral jurisdictions throughout the West
Coast and thus understands government procedures, laws,
ordinances, and zoning. Laurel would beavailable for the Current
Planning team aaanAssociate Planner. Laurel ioaboard member of
LbeOron8e County Section ofAmerican Planning Association.
Page 111
David Blumenthal, AICP, Senior Planner
~ �
,
Agreement No. 5982
City ofBSegundo
On -Call Planning
David isnnaccomplished planning professional with over Z0years'
experience working for local governments. Asaformer City
Planner, David \shighly experienced inmanaging multiple complex
current and advance planning projects. Heisable tocoordinate
with multiple divisions/departments and other agencies, as
needed, tuaccomplish goals inatimplyand effective manner.
With his knowledge ofState law David has helped multiple clients
tnimplement ADUregulations, S8330and density bonus law.
Michelle Halligan, Senior Planner
` ~ ^"
Michelle is professional planner, researcher, writer, and
organizer, who has contributed tnavariety ofplanning and
environmental projects for public sector clients ranging from
disadvantaged rural communities tucontroversial coastal cities.
She understands the challenging task ofproviding services ina
transparent manner while working with regulatory requirements,
understanding client orapplicant desires, and addressing resident
concerns.
Agreement No. 5982
�® City of EI Segundo
On -Call Planning
SAGECREST
plannin8+mwironmental
Fee Schedule
Sagecrest will perform consulting services based on the following breakdown of classification
of hourly rates for key personnel as identified below.
Planning Services
Ildl YI I� m Io�I�I I I IIII�V� I v i,� i i�I I�) d I...I,1. 4� IA I II IlMdl,l� I�' xV� I I I Vv uIIIIYI�III, 111 4 ��I VNx
Planning, ir�M $200.00
d,,llll,lll;,, V L li�l � 4111SIAVNI �IJIII"I�M1NtiIIfNVIIIIIIII a Illlalvl ILII � �..I�, „ k„r�NIIINdIII����nl flQ ��IIr�II,M1;Iol,,l,lul, hl�,�ub��,hIII�I� �� C II .,,ulhlavl 1h hYulm' \1,1 Illi, III�IIIV1� m����11(�dIVNI d.,i�IPIVu, 01 „M,, r,l,,,, �I„ s LY,,.I
Planning Manager _ $150.00
Principal Planner $140.00
Senior Planner $120.00
Associate Planner $100.00
R Assistant Planner
..�$8.00
Planning Aide $70.00
Minutes Clerk/Planning Administration $60.00 1
Reimbursable Expenses: Expenses incurred will be billed at actual costs plus hourly rate, if applicable.
Reimbursable expenses include, but are not limited to, reprographics, postage, certified mailings, office
supplies such as Compact Discs for environmental documents, and CEQA filing fees. Mileage will be
billed at the current IRS reimbursement rate.
Page 113
References
Agreement No. 5982
City of El Segundo
On -Call Planning
On -Call Planning
Servicespresent
On -Call Planning
Services
On -Call Planning
Services
On -Call Planning
Services
On-CaUplannmg
Services
August 20D
FebmaryZ019
present
September 2017 -
present
July 2017 -present
August 2017-
September 2020
(y60)43S-4373
City of Costa
Gayle Ackerman
�City ofLake
Community Development Director
Forest
949461-3463
Gmckermnam@lal(efonestc�.8ov
--�
Jonathan Borrego, mCP
City Of
Deputy City Manger
Oceanside
>boneAo@ci.ocpans@e.caus
September 2017 -
present
July 2017 -present
August 2017-
September 2020
(y60)43S-4373
City of Costa
Jennifer Le
Mesa
714-754-5617714-754-5617
Jennifeu|e@ncostamesmoe,gow
Wayne Morrell
City ofSanta Fe
Director ofPlanning
Springs
y~evnemmrneN@�aantafes;),in0,�.org
_
(562) 868-0511
Jim Campbell
��vvfNewpo�
Ue��[ommunhvD�e�pmem
DirectorDearh
icamDbe|U@mevvomrtbeachca.p,�Liv
(949)844-32z0
Page 114
Agreement No. 5982
EXHIBIT B
Agreement No. 5982
City of El Segundo
On -Call Planning
SAGECREST
planning+enyironmental
Fee Schedule
Sagecrest will perform consulting services based on the following breakdown of classification
of hourly rates for key personnel as identified below:
Planning Services
Opo uo,lp uno„II .l I) I u.,Vp I„ IL . ',INI,MV IIII IIII IM, pldll III .,V41 II„QV4„ Yo II m ., Y +. oIIVI }I,�
Irvl,,, �Y' I,\ , ry V,u ”,+Vw I v.. w.. VV kw• m � . J. II Q V„ I II ICI \ V.. V, 161. V I II ulvP, I I ,v �i„ � I III 11 ., w GVIPI . I
Ill�uliuu� I IIIIIIIM IIII. dl V III, lu. 1 rwll Y I yI II I III1� IhI v,�l I �� �I Ili �,I , s I I„ Id�,� �II I � m., a I �il
.,,,Ig�IIVdI�,,I��II�vi�WlVutIN�NVWOIV��rdvIVl4�vmUI�;!!P�IUNIdu�WI�,Iv11mrIIlII�,Ip�,ry,IIdVIIII1�ll�, I Mw,c,.l „I„„.d. ouuNl,,uIIIIIQ�IIr'!u��I,I�IIVV�INII�p1�I�IBI��flfi�`IW191WVIdI�II:I,���,IIwI,�pI�IN�I�,II,drI11�I�VII�.I�,�I,II,,g ,,VIII V,,V�Iv��l'IIII��NuV!„I,. ,v „IVph,,.gl„�,,�,V��IuIIV�1mp!IIdLYI1�IlIIIUNh�
Planning Director $200.001
Planning Manager $180.00
Principal Planner $140.00
_._................._ —.,. _ ,......_. ....
Senior Planner $120.00
Associate Planner$100.00
Assistant Planner $80.00
Planning Aide ..m.,,,.... $70.00
Minutes Clerk/planning Administration $60.00
Reimbursable Expenses: Expenses incurred will be billed at actual costs plus hourly rate, if applicable.
Reimbursable expenses include, but are not limited to, reprographics, postage, certified mailings, office
supplies such as Compact Discs for environmental documents, and CEQA filing fees. Mileage will be
billed at the current IRS reimbursement rate.
Page 113
Agreement No. 5982
EXHIBIT C
Resumes
QUALIFICATION SUMMARY
Agreement No. 5982
David isan experienced and dedicated plannerwith over20years of experience. He has managed
complex projects including Specific Plans, Zoning Code rewrites, General Plan updates, Site Plan
Reviews, Conditional Use Permits, and similar applications. He is skilled at the preparation of
public notices, CEQA documentation, and staff reports. David has strong interpersonal skills and
the ability to effectively communicate with elected officials, staff, and the public.
PROFESSIONAL EXPERIENCE
Cities of Hermosa Beach, Brea, Rancho Santa 2019- Present
Margarita, and Newport Beach
Contract Planner
• Manages complex current planning project entitlement.
• Reviews and processes current planning applications for residential and commercial
projects.
• Performs analysis for compliance with city codes and potential view impacts.
• Reviews projects for compliance with CEQA, prepares and presents staff reports to
Planning Commission and City Council.
= Prepares code amendments to ensure compliance with State regulations and to achieve
City's goals.
City of Downey
City Planner
Principal Planner
2006-2019
Senior Planner
Building and Safety Supervisor
~ Managed Planning Division within Community Development Department. The division
has amannual budget of $1.5 million.
* Responsibilities included supervising and distributing workload to the planners,
monitoring changes to State law to ensure City remains in compliance, reviewing staff
reports, prepare annual budget, ensuring Planning Commission agenda and packet are
prepared, working with developers and property owners to ensure projects meet the
quality standards expected by the City' ensure planners are coordinating their projects
among the various departments, responding tocustomer and community complaints, and
conducting performance evaluations.
~ Managed complex projects, such as Specific Plans, Zoning Code rewrites, Genera) Plan
updates, Site Plan Reviews, Conditional Use Permits, and similar applications.
Agreement No. 5982
* Prepared public notices, CEOAdocumentation, and staff reports.
w Responded to public and media inquiries and presented projects to the Planning
Commission and City Council.
" Implemented new technology for use byStaff.
w Prepared and submitted applications for grant funding for various projects.
* Managed Building and Safety Division (includes Building Official, Inspectors, Permit
Technicians, and Clerical Staff), set division policies, conducted staff performance
reviews, reviewed invoices for payment, preparation of division budget, respond to
customer inquiries and complaints at the building counters, and oversaw updates to the
building code.
City of Rancho Palos Verdes 3002'2006
Associate Planner
• Reviewed and processed current planning applications for residential and commercial
projects.
• Performed analysis for compliance with city codes and potential view impacts.
w Reviewed projects for compliance with [EQA' prepared and presented staff reports to
Planning Commission and City Council.
* Served anstaff liaison tuCity's Equestrian Committee.
City of Garden Grave 1998-2002
Associate Planner
Assistant Planner
• Reviewed and processed current planning applications for residential commercial and
industrial projects.
w Performed analysis for compliance with city codes.
r Reviewed projects for compliance with [E[A.
• Prepared and presented staff reports hoPlanning Commission.
City ofFountain Valley 1998-1999
Planning Intern
# Assisted planning, housing, and code enforcement staff with project research, filing, and
preparation ufcorrespondence.
University of California, Irvine
California State University, Fullerton
MEMBERSHIPS
American Planning Association
American Institute ofCertified Planners
Bachelor qfArts with major in Environmental
Analysis and Design
Certificate /nEnvironmental Compliance
Microsoft Office (Expert)Adobe Acrobat (Expert)Adobe Photoshop (Intermediate)
Agreement No. 5982
_ .......... _.......
_
---------- ---
4rcG|S(|nternnediate)
Acce|aAutomation (Expert) �
HDL (intermediate)
MICHELLE HALLIGAN
QUALIFICATION SUMMARY
_
Agreement No. 5982
Michelle sa professional planner, researcher, writer, and organizer, who has contributed boa
variety of planning and environmental projects for public sector clients ranging from
disadvantaged rural communities to controversial coastal cities. She understands the challenging
task nfproviding services in a transparent manner while working with regulatory requirements,
understanding client or applicant desires, and addressing resident concerns.
PROFESSIONAL EXPERIENCE
City of Costa Mesa- Sagecrest
Senior Planner
Placeworks
Associate
2019 -present
2005-2019
0, Public sector project experience includes general plans, housing elements, policy studies
outreach planning, workshop tad|itation, analyses to impediments tnfair housing, land
use inventories, buildout projections, community profiles, media materials, staff reports,
grant applications, negative declarations, mitigated negative declarations, and
environmental impact report sections.
0 Prepare specific plans, buildout studies, and technical reports for
the private sector.
to Manages coordnaUonVfand collaboration with internal teams, subcontractors, clients,
agencies, and other stakeholders.
* Project highlights include:
o San Bernardino Countywide Plan: background studies, existing policy analysis,
department assessments, policy writing, zoning code update recommendations,
coordination with state and federal agencies, regional workshop planning and
implementation, online surveys, website content, PowerPoint presentations,
press releases, public newsletters, CEQAdocumentation, and ase|fiestation.
o Urban Land Institute Technical Assistance Panel for California State University'
Dominguez Hills: background reports' white papers on avariety ofissues, case
studies, presentation materials, and summarizing all of the panelist input into
concise report as a launching point for discussions between the CSU, AEG, and City
of Carson.
Agreement No. 5982
o Town of Yucca Valley General Plan: community profile, public workshops
(including graphics and presentations), stakeholder meetings, buildout
projections, online engagement forum, online surveys, and policy writing.
m San Clemente General Plan: community profile, public workshops, coordination
with state and federal agencies, public policy analysis, buildout projections, and
policy writing.
,o City of Highland Housing Bement: land inventory toaddress a shortfall of sites,
buildout projections, analysis ufimpediments tohousing, public outreach, policy
writing, and negotiations with the California Department of Housing and
Community Development.
o Caltrans Sustainable Communities Grant Application: demographic analysis,
existing needs analysis, CalEnviroScreen data analysis, narrative, and infographics
insupport nfogrant application through which the City ofLong Beach received
over $700,000.
City ofEll Paso de Robles 2004-200
Assistant Planner
�
Communicated Municipal Code information to residents, developers, and officials.
°
Checked development applications for completeness and processed a variety of permits.
Prepared presentations and graphics,
EDUCATION
California Polytechnic State University
San Luis Obispo
CERT1 EM0ERSHIP$
' -------
Bachelor ofScience inRegional Planning,
Summa Cum Laude
* California Association of Environmental Professionals
" Advanced California Environmental Quality Act Workshop, 2018
* California Environmental Quality Act Essentials Workshop, 2017
�
Adobe Creative Suite and Microsoft Office Suite: academic and professional training;
over ten years ofprofessional use
°
Professional use of Facebook, Instagram, SurveyMonkey, Twitter, Constant Contact, and
OpenGov
° Professional Organization Leadership Q^Awards
• Urban Land Institute Orange County/Inland Empire Leadership and Awards
41 Housing Initiative Council Vice Chair ofOutreach, 2OO9-2O1]
Agreement No. 5982
w Young Leaders Group Executive Committee, 2009-2012
• Emergent Leadership Award, Planning, 2011
• American Planning Association Orange Section Board nfDirectors
• Social Media, 2O13_2O1S
• California Planning Foundation Representative (fundraisin8),2O13—ID14
• Planning Van Volunteer Project Manager, City ofSanta Ana, 2O12
• Awards Chair, I0{9—Z81J
* American Planning Association Awards
* 2014 Communications Initiative Award of Merit, Inland Empire Section, Yucaipa
Community Profile
�
2013 Planning Implementation Award, Inland Empire Section, Base Line from VMT to
BRT
� ZOI2Media Award, Inland Empire Section, Yucca Valley Community Profile
� 2O1OComprehensive Planning Award, California Chapter, The Ontario Plan
°
2010 Comprehensive Planning Award, Inland Empire Section, The Ontario Plan
� ZOlOFocused Issue Planning Award, Orange Section, Santa Ana Housing Element
^
2006 Academic Award, California Chapter, Templeton 2030 Community Plan and
Downtown Vision