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CONTRACT 6984 Professional Services Agreement
Agreement No. 6984 Agreement No. PROFESSIONAL SERVICES AGREEMENT w... BETWEEN THE CITY OF EL SEGUNDO AND SAGECREST PLANNING AND ENVIRONMENTAL, INC. (CONTRACT PLANNING SERVICES) This AGREEMENT is entered into this 1st day of July, 2024, 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"). 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 a sum not to exceed a total of $250,000 for CONSULTANT'S services during the term of this Agreement. Unless otherwise specified by written amendment to this Agreement, CITY will pay this sum based upon the hourly rates specified in the fee scheduled contained in the attached Exhibit "A" (Proposal for On - Call Contract Planning Services, dated April 9, 2024), which is incorporated by reference. CITY may modify this amount as set forth below. 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" (Proposal for On -Call Contract Planning Services, dated April 9, 2024), which is incorporated by reference, including processing discretionary Planning application such as Zone Text Amendments, Conditional Use Permits, Administrative Use Permits, Subdivision applications, Coastal Development Permits, and other discretionary Planning applications assigned by City. Additional services include all activities typically performed by Planning staff, including but not limited to staffing in support of public counter and customer service, GIS mapping and analysis, graphic design, and stakeholder/public outreach and education efforts. B. CONSULTANT will, in a professional manner, furnish all of the labor, technical, administrative, professional and other personnel, all supplies and -1- materials, equipment, printing, vehicles, transportation, office space and facilities, and all tests, testing and analyses, calculation, and all other means whatsoever, except as herein otherwise expressly specified to be furnished by CITY, necessary or proper to perform and complete the 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 accepted professional standards of practice existing at the time of performance utilized by persons engaged in providing similar services. CITY will continuously monitor CONSULTANT's services. CITY will notify CONSULTANT of any deficiencies and CONSULTANT will have fifteen (15) days after such notification to cure any shortcomings to CITY's satisfaction. Costs associated with curing the deficiencies will be borne by CONSULTANT. 4. PAYMENTS. For CITY to pay CONSULTANT as specified by this Agreement, CONSULTANT must submit a detailed invoice to CITY which lists the hours worked and hourly rates for each personnel category and reimbursable costs (all as set forth in Exhibit "A") the tasks performed, the percentage of the task completed during the billing period, the cumulative percentage completed for each task, the total cost of that work during the preceding billing month and a cumulative cash flow curve showing projected and actual expenditures versus time to date. 5. NON -APPROPRIATION OF FUNDS. Payments due and payable to CONSULTANT for current services are not within the current budget and not within an available, unexhausted and unencumbered appropriation of the CITY. Payments due and payable to CONSULTANT for current' services 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. In the event that the Developer/ Applicant account does not have sufficient funds for payment of CONSULTANT's services, CITY will notify CONSULTANT in writing to suspend any work under 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. 6. FAMILIARITY WITH WORK. A. By executing this Agreement, CONSULTANT agrees that it has: Carefully investigated and considered the scope of services to be performed; ii. Carefully considered how the services should be performed; and -2- A� reement IVo.6984 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 CONSULTANT 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. TERM. The term of this Agreement will be from July 1, 2024, to June 30, 2026. 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" (Proposal for On -Call Contract Planning Services, dated April 9, 2024); B. Termination as stated in Section 15. 8. TIME FOR PERFORMANCE. A. CONSULTANT will not perform any work under this Agreement until: CONSULTANT furnishes proof of insurance as required under Section 22 of this Agreement; and ii. 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. 9. 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 forty- eight hours (48 hours), in writing, of the cause and the extent of the delay and how such delay interferes with the Agreement's schedule. The Manager will extend the completion time, when appropriate, for the completion of the contracted services. 10. CONSISTENCY. In interpreting this Agreement and resolving any ambiguities, the main body of this Agreement takes precedence over the attached Exhibits; this Agreement supersedes any conflicting provisions. Any inconsistency between the Exhibits will be resolved in the order in which the Exhibits appear below: -3- Agreement�%.6984 A. Exhibit A: (Proposal for On -Call Contract Planning Services, dated April 9, 2024); and 11. CHANGES. CITY may order changes in the services within the general scope of this Agreement, consisting of additions, deletions, or other revisions„ and the contract sum and the contract time will be adjusted accordingly. All such changes must be authorized in writing, executed by CONSULTANT and CITY. The cost or credit to CITY resulting from changes in the services will be determined in accordance with written agreement between the parties. 12.TAXPAYER IDENTIFICATION NUMBER. CONSULTANT will provide CITY with a Taxpayer Identification Number. 13. PERMITS AND LICENSES. CONSULTANT, at its sole expense, will obtain and maintain during the term of this Agreement, all necessary permits, licenses, and certificates that may be required in connection with the performance of services under this Agreement. 14. 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 under 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. 15.TERMINATION. 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 thirty (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" own cost; CITY will not be obligated to compensate CONSULTANT for such work. D. Should termination occur, all finished or unfinished documents, data, studies, surveys, drawings, maps, reports and other materials prepared by 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 -4- 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. 16.OWNERSHIP OF DOCUMENTS. All documents, data, studies, drawings, maps, models, photographs and reports prepared by CONSULTANT under this Agreement are CITY's property. 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. 17. PUBLICATION OF DOCUMENTS. Except as necessary for performance of service under this Agreement, no copies, sketches, or graphs of materials, including graphic art work, 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. 18.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. ii. Indemnification for other Damages. CONSULTANT indemnifies and holds CITY harmless from and against any claim, action, damages, costs (including, without limitation, attorney's fees), injuries, or liability, arising out of this Agreement, or its performance. Should CITY be named in any suit, or should any claim be brought against it by suit or otherwise, whether the same be groundless or not, arising out of this Agreement, or its performance, CONSULTANT will defend 1.72 CITY (at CITY's request and with counsel satisfactory to CITY) and will indemnify CITY for any judgment rendered against it or any sums paid out in settlement or otherwise. iii. Exclusion for CEQA Actions. Notwithstanding the foregoing, CONSULTANT need not indemnify, defend, or hold CITY harmless in CEQA actions initiated pursuant to Public Resources Code §§ 21167 and 21168 where CONSULTANT's work may form the basis of a lawsuit. However, should CONSULTANT's work, as contemplated by this Agreement, contain errors or omissions that results in an adverse ruling against CITY, CONSULTANT agrees to indemnify and hold CITY harmless to the extent provided for in Section 18(A)(i). B. For purposes of this section "CITY" includes CITY's officers, officials, employees, agents, representatives, and certified 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. 19.ASSIGNABILITY. 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. 20.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 is it 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 similar 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. 21.AUDIT OF RECORDS. CONSULTANT will maintain full 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 three (3) years after termination or final payment under this Agreement. 22.INSURANCE. 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: Lype 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 ISO-CGL Form No. CG 00 01 11 85 or 88. 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 thirty (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 three (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 all 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 1 (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 Ise placed with insurers with a current A.M. Best Company Rating equivalent to at least a Rating of "A:VII." 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 payments due to CONSULTANT under this Agreement or terminate pursuant to Section 15. 23. USE OF SUBCONTRACTORS. CONSULTANT must obtain CITY's prior written approval to use any consultants while performing any portion of this Agreement. Such approval must approve of the proposed consultant and the terms of compensation. 24.INCIDENTAL TASKS. CONSULTANT will meet with CITY monthly to provide the status on the project, which will include a schedule update and a short narrative description of progress during the past month for each major task, a description of the work remaining and a description of the work to be done before the next schedule update. 25. 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 CONSULTANT: If to CITY: 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. 26. PROHIBITED USE OF ARTIFICIAL INTELLIGENCE. A. Restriction on Artificial Intelligence Usage. CONSULTANT must not utilize, employ, or incorporate any form artificial intelligence, machine learning, or other similar technologies (collectively, "Al") in the provision of professional services in this Agreement without CITY's express written consent. B. Exclusions. The Al prohibition set forth directly above will not apply to 10 Agreement No. 6984 Agreement No. general business tools and software that may have Al components but are not directly involved in the execution or delivery of professional services that this Agreement covers, provided that such tools and software do not significantly impact the quality or nature of such services. C. Notification. CONSULTANT must promptly notify CITY, in writing, of any proposal to employ Al in connection its provision of services to the CITY under this Agreement. CITY will have the sole discretion to grant or deny such proposal. 27. CONFLICT OF INTEREST. CONSULTANT will comply with all conflict of interest laws and regulations including, without limitation, CITY's conflict of interest regulations. 28. SOLICITATION. CONSULTANT maintains and warrants that it has not employed nor retained any company or person, other than CONSULTANT's bona fide employee, to solicit or secure this Agreement. Further, CONSULTANT warrants that it has not paid 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. 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 Attachments, 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, In Agreement No. 6984 Agreement No. 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. CITY's executive manager, or designee, may execute any such amendment on behalf of CITY. 36. ELECTRONIC SIGNATURES; SIGNATURE AUTHORITY. This Agreement may be executed by the Parties on any number of separate counterparts, and all such counterparts so executed constitute one Agreement binding on all the Parties notwithstanding that all the Parties are not signatories to the same counterpart. In accordance with Government Code § 16.5, 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 transmission. Such electronic signature will be treated in all respects as having the same effect as an original signature. CONSULTANT warrants that its signatory (or signatories, as applicable) to this Agreement has the legal authority to enter this Agreement and bind CONSULTANT accordingly. 37. CAPTIONS. The captions of the paragraphs of this Agreement are for convenience of reference only and will not affect the interpretation of this Agreement. 38. TIME IS OF ESSENCE. Time is of the essence for each and every provision of this Agreement. 39. FORCE MAJEURE. Should performance of this Agreement be prevented due to fire, flood, explosion, acts of terrorism, war, embargo, government action, civil or military 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] -10- Agreement No. 6984 Agreement No. IN WITNESS WHEREOF the parties hereto have executed this contract the day and year first hereinabove written. CITY OF EL SEGUNDO clw�— Darrell George, City Manager ATTEST µ � . . . ...................................... Tracy Weaver, City Clerk APPROVED AS TO FORM: MARK D. HENSLEY, CITY ATTORNEY Joaquinlazquez, Assistant City Attorney -11- SAGECREST PLANNING AND ENVIRONMENTAL, INC. a California Corporation Taxpayer ID No. 30-1218415 v Amy Va ez, President U 12�'A2ZL+ Date Agreement No. 6984 Agreement No. owl PLANNING SERVICES -12- PREPARED BY' Amy Vazquez, President avazquez@sagecrestplanning.com 949.996.SAGE (7243) www.sagecrestplanning.com 27128 Paseo Espada, Suite 1524, San Juan Capistrano, CA 92675 Agreement No. 6984 ym �r SAGECREST h WXaruixren' . Y'w+ntl4TwnuiPrrYv<.0 PROPOSAL I. BACKGROUND AND APPROACH........................................................................ 1 II. METHODOLOGIES...................................................................................................2 ProjectControl.--,-, ......................... ...... ............................... .................. - 2 QualityControl .... ......... ............ ................ ,............... ... .,..................... ........ .. .......2 III. WORK PLAN.......................................................................................................... 3 IV. PROJECT ORGANIZATION AND STAFFING..........................................................5 KeyPersonnel �.......................................................................... �..................... ....... 5 V. RELATED EXPERIENCE............................................................................. ........... 9 References.......................................................................................................... 12 VI. COST DATA ........-................................................................................. .......... 13 VII. STATEMENTS .................. ---- ...... ........ ...................... ...................... ..,............. 14 ATTACHMENT A - RESUMES ........................................................... ................ .......- 15 Agreement No. 6984 SAGECREST PLANNING + ENVIRONMENTAL April 9, 2024 Eduardo Schonborn, AICP, Planning Manager City of El Segundo Community Development Department 350 Main Street El Segundo, CA 90245 SUBJECT: PROPOSAL FOR ON -CALL CONTRACT PLANNING SERVICES Dear Mr. Schonborn, Sagecrest Planning + Environmental (Sagecrest) is pleased to submit this proposal to the City of El Segundo (City) for On -Call Contract Planning Services, including municipal planning services, Public Counter, Case Management, Analysis and Review, and Historic Consulting. Sagecrest provides planning and environmental review services to local jurisdictions throughout California. Sagecrest is an award winning, full service, professional planning firm providing long range and current planning, land use, and environmental consulting to public agencies throughout California. Founded in 2017, the Sagecrest team has over 80 years of combined experience in discretionary case processing; preparation and review of zoning 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 for local jurisdictions. We have the experience needed to provide many of the as needed professional planning services desired by the City, including but not limited to current and long range planning, special project services, planning staff augmentation, entitlement processing, and environmental document preparation. Sagecrest delivers the highest level of service with proactive solutions, ongoing communication, and dependable coordination. We adapt our services to the City's needs and complement its in-house resources as an extension of City staff. Our planners are trained in the latest planning, zoning and environmental legislation and case law and are adept at using public counter permit tracking and GIS systems. Agreement �1bGp�� 4 w, SAGECREST The contact for this proposal is: Amy Vazquez, President Email - avazquez@sagecrestplanning.com Phone - 714.914.5605 The Sagecrest Planning + Environmental offices are located at: 27128 Paseo Espada, Suite 1524 San Juan Capistrano, California 92675 949.996.SAGE (7243) I, Amy Vazquez, President, am authorized to bind Sagecrest in a contract under the terms and conditions prescribed by this proposal. Furthermore, I hereby certify that Sagecrest complies with all nondiscrimination requirements of the State and Federal Government, and we have no outstanding or pending complaints through the Better Business Bureau or California Department of Consumer Affairs. Sagecrest looks forward to your favorable review of our team's qualifications and scope of work. If you require additional information or would like to further discuss our qualifications, please contact me directly by phone or email at 714.914.5605 or avazquez@sagecrestplanning.com. Respectfully, Amy Vazquez, President Agreement No. 64;, SAGECREST auxrv, �u t> . T+++"w4-111W Founded in 2017, the Sagecrest team has over 80 years of combined experience in a broad range of land use planning, development activities, and California f' a Environmental Quality Act (CEQA) compliance. The Sagecrest team is comprised of a diverse group of planners and other professionals with expertise in urban planning and design, environmental planning, public policy, and project management. Our team is recognized for the collaborative and insightful approach that results in high quality work and proven results. The Sagecrest team not only has extensive experience as municipal agency staff but as environmental planners, which gives us insight into the interdisciplinary coordination required to deliver the project that other private consulting firms may not have. Sagecrest will provide professional planners with the appropriate skillset based on the needs and direction of the City. Utilizing their knowledge and extensive professional planning experience in the public sector, Sagecrest Planners find practical solutions to meeting our client's needs. Our planners are well versed in implementing zoning codes and ensuring compliance with General Plan goals, plans, and policies. Additionally, our planners are experienced in working with decision -makers, community groups, and other stakeholders. With our extensive experience and focus on providing planning staff to public agencies, Sagecrest is uniquely qualified to deliver high -quality planning services. We have assembled an exceptional team of experienced planners. We employ highly qualified and experienced professionals whose skills, qualifications and previous responsibilities are a strong match for the needs of the City. We ensure this high level of quality by employing the following practices: Our management team interviews proposed staff before they are assigned to work on a project. Our planners have experience working for public agencies prior to working with us, allowing them to integrate 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. City of El Segundo - On -Call Contract Planning Services Agreement No. 6 _ Gay.,;., SAGECREST NNING • �x{i,ry,q�yyyy{yti},.k • Our staff maintains ongoing professional development and we provide extensive training in project management, land use law, CEQA, writing and public presentation skills. Sagecrest ensures we have a clear understanding of expectations and maintains�"�, consistent communication with our clients. Working with multiple jurisdictions throughout f, California, Sagecrest has effortlessly integrated our services and team into the Cit y's operations. We are based in San Juan Capistrano, where staff maintain regular office hours, and are accessible as needed for in -person coordination or remote meetings with City staff and applicants. Staff are available via phone, email, and Microsoft Teams/remote meeting services during business hours. Meetings outside of business hours, such as for public meetings, will be arranged in advance with City staff. Progress updated on assigned projects and tasks can be given at the frequency desired by City staff, with a recommended frequency of weekly or bi-weekly, as needed, based on the complexity and/or sensitivity of the project. The Sagecrest team includes planners at all levels of experience who work collaboratively to manage projects for our clients. We understand the importance to the City and to applicants of maintaining established timelines. We proactively manage our caseload to ensure that all projects stay on schedule and in accordance with the City's adopted timelines through the use of an internal project management software system and weekly project management meetings. In the event that a project schedule is impacted by delays within or beyond our control, Sagecrest has the capacity to reallocate staff from within our team of contract planners to provide additional resources to ensure timely delivery of project deliverables. Sagecrest planners track their time individually per project on a daily basis, which is reviewed monthly by a member of Sagecrest's management team to ensure hours are billed to the appropriate project. Work done during the month is invoiced and sent to the client by the 5th of the following month. f ,�° Sagecrest reliably meets departmental standards, including quality of work products, courtesy and accessibility, accuracy of reports and information given to the public, and responsiveness. We coordinate with various City departments for comments and build relationships with department representatives to ensure good communication and coordination is maintained throughout the life of each project. City of El Segundo - On -Call Contract Planning Services Agreement No 6 SAGECREST Additionally, Sagecrest's project managers review the work of the contract planners prior to submittal to the City. This includes reviewing all public notices, staff reports, and resolutions to ensure accuracy and they meet the quality of work expected by the City. The following scope is provided to summarize the services we are qualified to provide Provide Planning counter staffing at City Hall for general public, residents and permit applicants. Tasks may include, but are not limited to, high quality customer service and responsiveness, answer basic planning and zoning questions over-the-counter and/or via phone or email, review and approve over-the-counter permits, general inquiries, and conduct follow-up research as needed. Process zoning verifications and various ministerial permits (i.e. business event permits, sign permits, etc.), home occupation certificates; receive/intake planning applications. Perform plan check functions for various projects, review building permit applications for compliance with applicable zoning standards, regulations, policies, approved development plans, and conditions of approval. Minimum review turnaround times to be met as outlined in RFP. Serve or assist as the project coordinator for discretionary applications (i.e. site development permits, use permits, variances, zone text amendments, zone changes, general plan amendments, and general municipal code amendments) including application and plan review, coordination with other City departments and/or outside agencies, correspondence with applicants, background research, ensuring compliance with CEQA, and monitoring of project implementation to verify substantial conformance with approved plans, conditions of approval, and mitigation measures. Prepare or assist with the preparation of technical planning staff reports, ordinances/resolutions, legal notices, CEQA documents, and presentations. Participate in public hearings and presentations; prepare and present written and oral reports to community groups, Planning Commission, and City Council; develop recommendations and resolutions of determination; serve as staff support and liaison to the Planning Commission; occasionally attend evening and weekend meetings. • Conduct research independently on various land use and planning issues. City of El Segundo - On -Call Contract Planning Services Agreement No. 6; SAGECREST �. APikIWw . 1-M... E 11 • Conduct field evaluations and assessments to ensure projects comply with zoning codes, design regulations, and approved plans. Working with a team of qualified subconsultants to prepare technical studies, Sagecrest prepares legally sound environmental documents in compliance with the California Environmental Quality Act (CEQA) for City projects, as well as private developments. This includes Notice of Exemptions, Negative Declarations, Mitigated Negative Declarations, and Environmental Impact Reports. Due to the varied nature of environmental documents, a separate p p scope of work and cost proposal would be provided for each project. Facilitate special projects and long-range planning initiatives such as surveys, study sessions on regulations under consideration, text amendments to adopt new regulations or modify existing regulations, general plan amendments, zone changes, and Housing Element implementation. Provide technical review and assessment of historic resources. Sagecrest would provide the following equipment/resources for all assigned contract personnel: Transportation to and from City Hall/meeting locations. • Individual laptops with Microsoft 10 operation system, Microsoft Office Suite and Adobe Acrobat Pro software. • Communication through Sagecrest email, phone, and Microsoft Teams. The City would need to provide the following resources to contract personnel: • Assignment of City email and phone number, if desired by the City, for communication with City staff and applicants. • Workspace/office space in City Hall when in -person meetings or staffing is required. • Access to secure VPN, or City computer if use of personal computer is not permitted by City IT security protocols. City of El Segundo - On -Call Contract Planning Services Agreement No. 6� r �1'MM SAGECREST PLANNING . ENVIRONMENTAL Access to internal software systems needed to complete assigned tasks, including but not limited to such as building permit review software, agenda software, archive systems, ArcGIS, etc. Reprographics, postage, or other office supplies needed to complete assigned tasks, unless otherwise approved for reimbursement by the Contract Officer. 4 r .� J � ii 0 R G A �,J I Z A F1 0 tJ A [1,1D S FA F G Sagecrest will coordinate with City staff to ensure contract planners have the appropriate level of experience for the complexity of projects and tasks assigned. David Blumenthal, AICP, Principal will serve as a dedicated point of contact and contract officer for the services. David will assign projects to our on -call contract planners and provide supervisory support for assigned contract project managers/planners, this includes confirming hours per project and task as well as availability of the planners for the duration of the project. Amy Vazquez, President, will serve as primary point of contact for management and contract -related matters on behalf of Sagecrest. Lindsay Ortega, AICP, Vice President, will provide additional executive -level contract support. The following is a partial list of key personnel to provide as needed contract planning services for the City of El Segundo. Resumes of all team members are provided as Attachment A. Amy has been a professional planner since 1999 and is the Owner and President of Sagecrest Planning + Environmental. She is a practiced planner who has experience working collaboratively with city staff on General Plan Updates and Zoning Code Updates both as a city employee and as a consultant project manager. Amy would serve as the responsible representative for all contract matters and negotiations through project completion. City of El Segundo - On -Call Contract Planning Services Agreement No 6�1§ s SAGECREST I G n dN'xt5'Y'.W,autlB{�FG Lindsay is a certified planner and has worked in the areas of planning, development, marketing, and community outreach since 2006 and has been a Sagecrester since 2017. Lindsay has extensive project management experience and leads a team of experienced project planners responsible for managing and processing a variety of advanced planning projects, environmental documents, and project entitlements. Lindsay would serve as the alternate responsible representative for all contract matters and negotiations through project completion. David has worked as a professional planner since 1998, with experience in cities throughout Orange and Los Angeles counties. He has been a Sagecrester since 2019. He has managed complex projects including Specific Plans, Comprehensive Zoning Code updates, General Plan updates, and ordinance preparation required to comply with State law changes. He is skilled at code analysis and the preparation draft code for a variety of agency needs. David would serve as the Primary Project Manager for the project, including review of all zoning code updates and preparation of CEQA. AY h> ;:,:UU' , i'',.0 J .II JIP".I > i AU i Ray has been a professional planner since 1986, working in both public and private sector. He has been a Sagecrest team member since 2017, during which time he has worked for a variety of cities including small and large jurisdictions. He has been responsible for managing planning staff, including long range and current Planning, Building and Safety, Code Enforcement, Economic Development, and Redevelopment Divisions. In addition, he has directly managed numerous planning projects through the entitlement and CEQA processes. City of El Segundo - On -Call Contract Planning Services Agreement No. 69,8,-,-. 6- R �171111)1 SAGECREST Laurel has worked in the public and private sector since 2008, and has been a Sagecrester since 2017, focusing on entitlements, compliance, and meeting client needs through creative problem solving. She has worked with several jurisdictions throughout the West Coast and has a keen understanding of government procedures, laws, ordinances, and zoning. Laurel served as the Project Manager for the City j��% of Santa Fe Springs Comprehensive General Plan Update and 111� Targeted Zoning Code Update in 2022. Laurel would provide technical support to David and will take the lead on preparing the CEQA documentation. L 1, Y I ,' 1 [,', U [: I () , S E r,,11 0 F1, I L ` I E P .L rA de / Kelly has worked in the areas of current planning and historic preservation since 2011 and joined Sagecrest in 2022. As a public sector planner in Florida and California, she has extensive experience processing a variety of complex entitlement projects. Kelly also specializes in historic preservation design review for 19th and 20th century historic resources. She was an historic preservation planner for the City of Orange from July 2014 to June 2022. She has a Master of Science in Historic Preservation from the University of Oregon. She meets the Secretary of Interior's Professional Qualification Standards in the disciplines of History and Architectural History. F'0` /,, I� I.JI,,IG, "'RBI ,d('::`IA v,) E F' Rosalinh has been a professional planner since 1988. Her experience allows her to specialize in large-scale, complex and highly politically sensitive projects. She's responsible for reviewing land use entitlement applications and technical studies. She earned a Bachelor of Science degree in Urban and Regional Planning from California State Polytechnic University, Pomona. City of El Segundo - On -Call Contract Planning Services Agreement No 6� SAGECREST L�NNING . d4YNrtMM.kFAN&'ncY.pG U�II 1I. �1,a/a Idl �I1u�d l J� �I.%f%I I dI�iIL I I../2\I dI dI 11J Vanessa began her professional planning experience in 1998 and has worked in various jurisdictions as a Senior Planner delivering a wide variety of current and long range planning tasks. Vanessa is a results -oriented professional with the ability to work collaboratively with municipalities to forge strong relationships and partnerships within the community. Vanessa's proven strengths are in entitlement case processing and g j customer service. She earned a Bachelor of Science degree in �i Urban and Regional Planning from California State Polytechnic University, Pomona. lJRA, AIL :I', S I,JfCLR I'LAr,,,� 'LIR' Nick has worked as a professional planner since 2000, with experience in cities throughout northern and southern California. He has managed complex development entitlements for residential, commercial, and industrial projects. He is skilled at advising architects, engineers, developers, contractors, realtors, business owners, and homeowners regarding planning and zoning policies and regulations related to the city's development review process. Nick has a Bachelor of Arts degree in Urban Studies from San Francisco State University. I /Ifs /i, �/✓iLl , / �t.;l , I'C:.�I :T" i�/e NA( [ �a Simin has worked in the areas of planning, development, and engineering since 2015. Simin became a Sagecrester in 2021. Simin has strong graphic and software skills including AutoCAD, SketchUp, and InDesign that makes her an asset when coordinating with other technical disciplines on a project development team. Simin's technical skills support various complex advanced planning projects including ADU Design Guidelines, Specific Plan preparation, and code amendments. Simin would provide code writing and graphic creation support to the project. City of El Segundo - On -Call Contract Planning Services Agreement No 6 tY ',..�,"��',�w pd akp -.� i SAGECREST CANNING . ENVIRONMENTAL EIVH,L� Emily has worked in marketing, creative services, event planning, and account management since 1995. She became a Sagecrester in 2022. She supports the management team with administrative duties, quality and editorial reviews, and manages all aspects of electronic and print deliverables. Emily would support the consultant team through quality control draft documents to ensure review and copy editing of consistency across all documents and ensure the updates are Y p written in a single voice. Sagecrest is an award winning, full service, professional planning firm providing on -call planning, land use, and environmental consulting to public agencies throughout California. The American Planning Association awarded Sagecrest the 2018 Emerging Planning & Design Firm by the Orange Section and the 2019 Grassroots Initiative Award by the California State Chapter and the Orange Section. With considerable experience in Southern California, the Sagecrest team has strong working relationships with key staff, applicants, 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. Sagecrest has served local public agencies on development projects, zoning ordinances, and environmental document preparation and review in communities across Southern California. The Sagecrest team also has extensive experience working as municipal agency staff, giving us insight into the interdisciplinary coordination required to deliver project management and CEQA compliance that other consulting firms may not have. Our team has experience in all areas of the Planning Services consultant services desired by the City, from working the public counter to managing general plan and zoning text amendments to processing complex mixed -use and SB 330 development applications, including preparation of legally defensible documents for CEQA compliance. The following is a list of current on -call planning services contracts Sagecrest maintains with other jurisdictions in Southern California. City of El Segundo - On -Call Contract Planning Services Agreement No. 6� WY d'tt � lip Rapp J"w' SAGECREST INNING • UNVIA41.141 Lisa Flores, Planning and Community October City of Development Administrator On -call planning 2022 - Present Arcadia 626.574.5445 services Iflores@arcadiaca.gov Okina Dor, Community August City of Artesia Development Director On -call planning 2020 - Present 562.865.6262 ext. 227 services odor@cityofartesia.us David Maistros, City Manager March City of Avalon 310.510.0220 ext. 122 On -call planning 2023 -Present services dmaistros@cityofavalon.com Matt Foulkes, Community and October City of Buena Economic Development Director On -call planning 2022 - Present Park 714.562.3610 services mfoulkes@buenapark.com April City of Costa Michelle Halligan On -call planning and 2020 - Present Mesa 714.754.5608 environmental services michelle.halligan@costamesaca.gov James McQueen March City of Director of Human Resources On -call planning 2019 - Present Downey 562.904.7292 services jmcqueen@downeyca.org November City of Jennifer Villasenor, Deputy Director On -call planning 2017 - Present Huntington 714.374.1661 services Beach jvillasenor@surfcity-hb.org Russell Bunim, AICP November City of Laguna Planning Manager On -call planning 2017 - present Beach 949.497.0719 services rbunim@lagunabeachcity.net July City of Laguna Jay Wuu, Senior Planner On -call planning 2023-Present Hills 949.707.2662 services jwuu@lagunahillsca.gov August City of Lake Gayle Ackerman On -call planning 2017 -Present Forest 949.461.3463 services Gackerman@lakeforestca.gov Elaine Lister, Director of Community February City of Mission Development On -call planning 2023 - Present Viejo 949.470.3000 services elister@cityofmissionviego.org of Jaime Murillo, AICP, Acting Deputy August City port Community Development Director On -call planning 2017 -Present NewportBeach 949.644.3210 services jmurillo@newportbeachca.gov City of El Segundo - On -Call Contract Planning Services February City of 2019 - Present Oceanside May 2021 - Present December 2022 - Present City of Orange City of Perris July City of 2017-Present Placentia City of Rancho June Santa 2019 - Present Margarita August City of 2019 - Present Riverside December City of San 2022 - Present Juan Capistrano July City of Santa 2017 -Present Fe Springs August City of Villa 2017 -Present Park Jonathan Borrego, AICP Development Services Director 760.435.4373 jborrego@ci.oceanside.ca.us Anna Pehoushek, AICP, Assistant Community Development Director 714.744.7228 apehoushek@cityoforange.org Patricia Brenes, Planning Manager 951.943.5003 ext. 355 pbrenes@cityofperris.org Joe Lambert, Director of Development Services 714.993.8234 jlambert@placentia.org Cheryl Kuta, Assistant City Manger 949.635.1816 ckuta@cityofrsm.org Brian Norton, Principal Planner 951.826.2308 BNorton@riversideca.gov Joel Rojas, Director 949.443.6320 jrojas@sanjuancapistrano.org Cuong Nguyen, Acting Director of Economic Development 562.868.0511 cuongnguyen@santafesprings.org Steve Franks, City Manager 714.998.1500 sfranks@villapark.org Current and Recent I.anq Range Planning Projects Agreement No 6 n p :• y�PYry 4,�a Sbd 9 SAGECREST PLANNING M I{N-v,9Yl011111 On -call planning services On -call planning and environmental services Housing Element implementation and on -call planning services On -call planning and building services On -call planning services On -call planning services On -call planning services On -call planning services On -call planning and building Services Housing Prepare multiple studies and Study/Code City of Monrovia Element ordinances related to implementing Amendment Implementation policies of the Housing Element. This includes density bonus ordinance and guidelines, inclusionary housing study and ordinance, and ADU Guidelines City of El Segundo - On -Call Contract Planning Services Agreement No. 6 .. �r SAGECREST Inclusionary Prepare an analysis of the costs and Study City of Newport Housing Study benefits of providing an inclusionary Beach housing ordinance ........... _. _ _. _... Housing Amend the zoning code to update Code City of Newport fatedCode to current Density Bonus State law. Amendment Beach Amendments ...._ .. ADU Prepare streamlining report, code Study/Code City of Riverside Streamlining amendment, and RFP to illicit Amendment proposals for permit ready ADU tans. Housing Amend the Zoning Code to address Code City of Riverside Related Code SB9, Density Bonus State Law, and Amendments Amendments infill housing . _........ ...... HousingPreparation p s of code amendment Code City of Perris Element to implement housing opportunity Amendment/Desi Implementation area and inclusionary housing gn policies for the 2021-2029 General Guidelines/Mitiga Plan Housing Element. ted Negative Declaration Carson Lofts m Prepare a specific plan to allow the Specific Plan Private Client Specific Plan development of a multi -family residential project Irwindale Prepare a specific plan to allow an Specific Plan Private Client Gateway industrial development on a former (currently in Specific Plan uarry site. process The team at Sagecrest includes a collaboration of managing principals and staff who have extensive experience in performing work of a similar nature to that solicited in this request for services. Three (3) planning services references are provided. Additional references are available upon request. City of El Segundo - On -Call Contract Planning Services Agreement No 6 { b� SAGECREST INNING + t4l1i47111W-t I Dave Maistros, City Manager On -Call P.O. Box 707 Planning and March 2023 - Current City of Avalon Avalon, CA 90704 Environmental 310.510.0200 ext. 122 Services _ ....... .......... - dmaistros@cityofavalon.com ............ Jaime Murillo, AICP, Acting On -Call Deputy Community Development Planning City of Newport Director Services and August 2017 - Current Beach 100 Civic Center Drive Various Code Newport Beach, CA 92660 Amendments 949.644.3210 murillo@new ortbeachca. ov VL COST DATA, T Billing for consulting services will be based on the time and materials needed to perform such services. Sagecrest will perform consulting services based on the following breakdown of classification of hourly rates for key personnel as identified below: Environmental Documentation Preparation and Peer Review President $240.00 _..� ................................ .... Vice President $220.00 Principal $210.00 Senior Project Manager $200.00 Project Manager $180.00 Senior Environmental Planner $160.00 Associate Environmental Planner $140.00 .. Assista_nt Environmental Planner $120.00 Administrative Support -Technical Editor $85.00 Reimbursable Expenses City of El Segundo - On -Call Contract Planning Services Agreement No. 6.' , SAGECREST FLANNIIG. ENYMONME-L 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 and flash drives, and application filing fees. Approval for necessary expenditures shall be requested in advance from the City's designated Contract Officer. Sagecrest Planning + Environmental agrees that in carrying out its responsibilities under this agreement, and in particular the employment of persons and sub- contractors working on the project, it will not discriminate on the basis of race, color, creed, national origin, religion, sex, age, or disability. In the event any of the work performed by consultant hereunder is sub -contracted to another person or firm (with approval of the City as required herein), sub -contract shall contain a similar provision. • Sagecrest Planning + Environmental has no conflicts of interest, real or apparent, associated with this project or contracting with the City of El Segundo. Sagecrest Planning + Environmental will provide insurance requirements prior to commencement of any services/activities, Sagecrest agrees to secure worker's compensation insurance, to be in compliance with State statutes and comprehensive general liability insurance, including auto and contractual liability coverage, in an amount not less than $1 million. City of El Segundo - On -Call Contract Planning Services �,,7 Agreement No. 6 , 1'� SAGECREST ft04r . ENVIRONMENTAL A r I"A T' R __S U NA ES City of El Segundo - On -Call Contract Planning Services Agreement No. 6984 COG. goo t GOO, 4 SAGECREST PLANNING • ENVIRONMENTAL CERTIFICATIONS + SKILLS • American Planning Associate (APA) Member • Section Director of Orange Section APA • 2018 Emerging Planning and Design Firm • 2019 Award of Excellence for Grassroots Initiative • Adobe Acrobat • Communication • Microsoft Office • Public Speaking EDUCATION B.A. Environmental Analysis and Design I Minor, Urban and Regional Planning University of California, Irvine Vaumuez President EXPERIENCE Sagecrest Planning + Environmental President I February 2017 -Present • Manages a team of approximately 30 professionals including professional planners, code enforcement officers, building and safety personnel, contractors and other staff who provide services to client cities throughout Southern California. • Preparation and oversight of multiple professional planning contracts throughout Southern California. • Business development, diversification, client relations and staff recruitment, retention and discipline. • Maintains successful relationships with current clients and employees/contractors. City of San Clemente Principal Planner I March 2017 - June 2018 Primarily conducted high level current and advance planning projects through project management implementing the goals, objectives, policies and priorities of the City. Contract planner responsible for the Marblehead Coastal Specific plan. Managed the entitlements for the Outlets at San Clemente and the construction activities of the Sea Summit residential development. City of Anaheim Contract Planner I May 2014 - March 2017 • Responsible for project management of expedited entitlements and complex development applications. • Reviewed and processed general plan amendments, re -classifications, subdivisions, annexations, conditional use permits and variances. • Performed field inspections to gather data relevant to the development review process and/or to verify that development projects comply with approved plans. • Scheduled and conducted meetings with other city departments and elected officials. • Presented reports and other findings to staff, Planning Commission, and City Council. Lilley Planning Group Principal I January 2015 - April 2017 • Managed a team of over a dozen planners assigned throughout Southern California. • Principal in charge of marketing and networking, client relations and staff retention. EXPERIENCE CONTINUED Agreement No. 6984 City of Anaheim Associate Planner I June 2001 - November 2006 • Reviewed and processed complex general plan amendments, zoning code amendments, reclassifications, subdivisions, conditional use permits and variances. • Processed entitlement requests and development agreements for mixed -use projects within the Platinum Triangle that included various planning studies and development applications. • Prepared and reviewed proposal requests for consultant contracts for environmental studies and managed the entire CEQA review process. • Performed field inspections to gather data relevant to the development review process and/or to verify that development projects comply with approved plans. • Scheduled and conducted meetings with other city departments, applicants and consultants. • Prepared and presented staff reports that included project analysis, project findings, and project recommendations for the City Council and Planning Commission • Practiced excellent customer service at the public zoning counter. • Supervised and mentored several Planning Aides, Assistant Planners and Planning Interns. City of Huntington Beach Planning Technician I June 1998 - June 2001 • Provided customer service to residents, business owners and developers at the public counter with new development projects residential, commercial and industrial alterations. • Analyzed, evaluated, and performed technical review of site and architectural plans to verify conformance with appropriate zoning and building regulations. • Conducted records requests for residents, business owner and developers. Gan coo "� 00 SAGECREST Agreement No. 6984 COO v COO "I . onn SAGECREST PLANNING . ENVIRONMENTAL CERTIFICATIONS + SKILLS • American Institute of Certified Planners (AICP) • Adobe Acrobat • Adobe Photoshop • Bluebeam • Microsoft Office • Geographic Information Systems (GIS) EDUCATION Master of Urban and Regional Planning University of California, Irvine B.A. Political Science, Minor Public Affairs University of California, Los Angeles Erodes Ortega, AICP Vice President EXPERIENCE Sagecrest Planning + Environmental Vice President 1 2017 - Present • Manages team of land use and environmental planners.. • Provides technical assistance to contract staff placed in jurisdictions. • Responsible for marketing and outreach to existing and prospective clients. • Responds to RFPs and prepares written proposals. Lilley Planning Group Consultant Planner 1 2016 - 2017 Planning Services: Cities of Anaheim & San Juan Capistrano • Responsible for managing and processing a variety of project entitlement applications for compliance with local, state, and federal regulations. Such projects include comprehensive sign programs, Conditional Use Permits, infill residential projects, industrial and commercial developments, Architectural Control reviews, Grading Plan Modifications, Historical Structure Modifications/Reviews, and environmental reviews as needed. • Presented projects to Planning Commission, as well as other necessary reviewing bodies; prepare staff reports and Planning Commission meeting packets, including preparation of resolutions, conditions of approval, ad public hearing notices. • Assisted at Planning Counter to review plan checks, sign permits, regulatory and special event permits, and any other over-the-counter requests, as needed. Lilley Planning Group Consultant Planner 1 2016 - 2017 Assisted customers at the public counter and over the telephone; answered questions; explained procedures, assisted the public in completing forms and applications; received forms and applications; handled complaints and resolved problems. Reviewed plan checks, sign permits, temporary sign permits, and any other over-the-counter requests. Presented projects to Planning Commission, as well as other necessary reviewing bodies; prepared staff reports and Planning Commission meeting packets, including preparation of resolutions, conditions of approval, and public hearing notices, and presented staff reports to Planning Commission. EXPERIENCE CONTINUED Agreement No. 6984 City of Brea Planning Specialist 1 2016 Assisted customer at public counter and over the telephone; answered questions; explained procedures, assisted the public in completing forms and applications; received forms and applications; handled complaints and resolved problems. Reviewed plan checks, sign permits, temporary sign permits, and any other over-the-counter requests. Prepared staff reports and Planning Commission meeting packets, including preparation of resolutions, conditions of approval, and public hearing notices. Core Development Services Zoning Manager 1 2014 - 2016 • Responsible for securing all necessary governmental zoning approvals and entitlements for existing and new wireless facility modifications and renewals throughout Southern California, with an average project load of 100 sites from various carriers and tower companies. • Extensive review of jurisdiction -specific zoning code and regulatory land use policies to make necessary findings for approval, troubleshoot design to ensure speed to market approval. • Gathered necessary third -party services for permit submittals, represent the client at public hearings, follow the project to completion ensuring all jurisdictional Conditions of Approval are met. • Conduct all necessary due diligence research and project milestone forecasts to meet client expectations. Community Action Partnership Planner 1 2011 - 2014 • Researched and prepared grant proposals for the development of programs in high -need areas of Orange County. • Responsible for the management of all grant funding programs to ensure compliance and parameters of funding received through the collection and tracking of programmatic performance indicators and outcomes. • Oversaw and ensured private and public contract compliance, including CSBG, CDBG, USDA, County of Orange, OC United Way Funding, and other private, corporate, and foundation contracts. • Prepared and completed contract reports, private and public requests for proposals, and strategic project implementation plans. City of Fountain Valley Graduate Intern 1 2011 Worked with City Manager Department to spearhead economic development in City by implementing shop local programs, green initiatives, city branding. Assisted Planning Department in assessing current zoning and permitting processes, to encourage economic development and business friendly environment. Tracked legislation affecting Orange County municipalities, as well as draft letters of support/opposition to governmental officials regarding current legislation. Davies Public Affairs Project Assistant 1 2006-2009 • Assisted with day-to-day implementation of project tasks for large scale land -use and entitlement campaigns. • Coordinated production of direct mail outreach efforts to inform communities of local projects, identify supporters. • Researched relevant markets to assess temperature of opposition, potentials' . `. obstacles/advantages for a project. CHICHI11 Rfla •Supported project team in effectively implementing client strategies, executed tasks ��an. '4 ,l,, related to that implementation. SAGECREST ....I:: Agreement No. 6984 ad Blumenthal.. AlCP .ii0 UU I SAG ECREST Principal PLANNING • ENVIRONMENTAL CERTIFICATIONS EXPERIENCE + SKILLS Sagecrest Planning + Environmental • American Institute of Principal 1 2019 -Present Certified Planners (AICP) . Prepares General Plan amendments, Zoning Code • American Planning amendments, and specific plans to facilitate site development Associate (APA) Member and ensure compliance with State regulations. • Adobe Acrobat • Manages complex current planning project entitlement on • Adobe Photoshop behalf of jurisdictions. This includes analyzing projects for • ArcGIS compliance with current code, coordinates interdepartmental • Certificate in review, ensure compliance with CEQA, prepares and presents staff reports to Planning Commission and City Council. Environmental Coordinates multidisciplinary team for residential, commercial, Compliance and industrial entitlement application submittal and processing. • Communication Monitors changes to State Planning law and provides training to • Microsoft Office internal team and jurisdictional staff. • Public Speaking City of Downey City Planner - Principal Planner - Senior Planner - Building and Safety EDUCATION Supervisor 1 2006 - 2019 B.A. Environmental • Managed Planning Division within Community Development Department. The division has an annual budget of $1.5 million. Analysis and Design • Responsibilities included supervising and distributing workload to University of California, the planners, monitoring changes to State law to ensure City Irvine 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 to customer and community complaints, and conducting performance evaluations. • Managed complex projects, such as Specific Plans, Zoning Code rewrites, General Plan updates, Site Plan Reviews, Conditional Use Permits, and similar applications. • Prepared public notices, CEQA documentation, and staff reports. • Responded to public and media inquiries and presented projects to the Planning Commission and City Council. • Implemented new technology for use by Staff. • 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. EXPERIENCE CONTINUED Agreement No. 6984 City of Rancho Palos Verdes Associate Planner 1 2002 - 2006 • Reviewed and processed current planning applications for residential and commercial projects. • Performed analysis for compliance with city codes and potential view impacts. • Reviewed projects for compliance with CEQA, prepared and presented staff reports to Planning Commission and City Council. • Served as staff liaison to City's Equestrian Committee. City of Garden Grove Associate Planner - Assistant Planner 1 1999 - 2002 • Reviewed and processed current planning applications for residential commercial and industrial projects. Performed analysis for compliance with city codes. • Reviewed projects for compliance with CEQA. Prepared and presented staff reports to Planning Commission. City of Fountain Valley Planning Intern 1 1998 - 1999 • Assisted planning, housing, and code enforcement staff with project research, filing and preparation of correspondence. SAGECREST Agreement No. 6984 SAGECREST PLANNING • ENVIRONMENTAL CERTIFICATIONS + SKILLS • Customer Service • Project Management • Staff Development • Public Participation • Policy Review and Development • Land Use Design • Budget and Revenue Projections • Staff Development • Regulatory Compliance • Entitlement Processing • American Planning Association (APA): PEEL Mentorship, Legislative Review Team, and Board Member • Planning Directors Association of Orange County (PDAOC) • Surfrider Foundation • Team Rubicon EDUCATION B.S. Urban and Regional Planning California State Polytechnic University, Pomona Planning Manager EXPERIENCE Sagecrest Planning + Environmental Planning Manager 1 2017 -Present Planning Services: Cities of Downey, Orange, Villa Park, Costa Mesa • Manages complex current and advanced planning projects. This includes analyzing projects for compliance with current code, coordinates interdepartmental review, ensure compliance with CEQA, prepares and presents staff reports to Planning Commission and City Council. • Monitors changes to State planning law and advises City to ensure Zoning Code compliance. Lilley Planning Group Contract Planner 1 2012-2017 • Served as contract planning staff for various jurisdictions. Includes: o Planning Manager, City of Villa Park (March 2015 - 2017) o Planning Consultant, City of Anaheim (October 2016 - March 2017) o Senior Planner, City of Irvine (July 2013 - June 2016) o Interim Director, City of Rancho Santa Margarita (July 2014 - November 2014) o Senior Project Manager, City of Placentia (September 2010 - January 2014) City of Placentia Director of Development Services - Planning Manager - Senior Planner -Assistant Planner 1 1988 - 2010 • General Plan amendments and zone changes, including former BNSF right-of-way properties for the development of a 54-unit condominium project, which included live -work units. • Wireless Communication Facilities on public and private properties and was actively involved in the negotiation of leases. • CDBG applications for the Development Services, Public Works and Community Services Departments. • Several zoning code and policy amendments, including a Billboard Ordinance, Wireless Communication Facilities Ordinance and Parking Structure Ordinance. • Implementation of the City's first Geographical Information System (GIS). • Brownfield projects involving the removal of oil wells/subsurface pipeline and soil remediation. • 5-day Charrette involving a 300-acre specific plan that included a future Metrolink Station. Agreement No. 6984 EXPERIENCE CONTINUED City of Placentia Director of Development Services -Planning Manager -Senior Planner -Assistant Planner 1 1988 - 2010 • Owner -Participation Agreements for various projects, including freeway electronic monument sign for Don-A-Vee Jeep/Chrysler dealership. • Certification of the City's last 3 Housing Element updates; involved in the RHNA process. • Notable projects include: 0 442-unit active adult condominium development 0 153,327 square foot commercial -retail shopping center 0 12-unit residential subdivision involving an on -site relocation of an historically designated residence 0 2-unit condominium Habitat for Humanity development o Redevelopment Agency's First -Time Homebuyer Program 0 25,000 square foot Placentia -Linda Hospital Medical Office Building 0 20,448 square foot Yorba Linda Water District headquarters City of Cerritos Planning Aid 1 1986 - 1998 • Responsible for project management of development applications involving residential, commercial and industrial properties. • Provided technical and graphic support to City staff, community groups, Planning Commission and City Council. r au C.N Cti GM Do C 0;0 ra SAGECREST Agreement No. 6984 Laurel Reimer, AICP SAGECREST Senior Project Manager PLANNING - ENVIRONMENTAL CERTIFICATIONS EXPERIENCE +SKILLS Sagecrest Planning + Environmental • Adobe Acrobat Senior Project Manager 1 2017 - Present • American Institute of Current Planning Services for Cities of Newport Beach and Santa Fe Certified Planners (AICP) Springs • American Planning • Provide information and assistance to developers, property Association, Former owners and the public regarding laws, regulations, standards, Orange Section Board policies, and procedures related to the submission of plans, Member processing of applications and implementation requirements; Is Orange County investigate and answer complex questions from the public Transportation Authority, regarding planning, zoning, and environmental issues. Citizens Advisory • Review formal applications, development proposals, CEQA Committee documents, and construction plans to ensure compliance with • Association of city policies, ordinances, and codes. Environmental • Facilitate interdepartmental coordination of planning projects Professionals and confer with personnel from other departments and agencies in coordinating work activities. • Prepare and present reports to the Zoning Administrator, EDUCATION Planning Commission, City Council, and community groups; prepare public notices. Master of Urban and • Supervise staff involved in compiling, researching, analyzing, Regional Planning and evaluating planning and zoning data. Supervisory duties University of California, include interviewing, selecting, training, assigning and reviewing Irvine work, evaluating and disciplining subordinate staff, and communicating department policies and objectives to staff. • Prepare RFPs/RFQs and serve on review committees. B.A. Geography/Environmental Advance Planning Services for Cities of Avalon, Monrovia, Perris, Studies I Minor in Urban Riverside and Santa Fe Springs and Regional Studies • Prepare code amendments to facilitate development and University of California, ensure compliance with State regulations. Los Angeles • Singlehandedly wrote the wireless telecommunications facilities chapter of the City of Santa Fe Springs municipal code. • City of Santa Fe Springs Comprehensive General Plan and Targeted Zoning Code Update project team member. • Staff lead for the Santa Fe Springs Active Transportation Plan and First -Last Mile Plan for the Metro L Line extension Norwalk Boulevard station. • Drafted and coordinated adoption of the City of Santa Fe Springs 605 Freeway Billboards ordinance. • Prepared the City of Riverside Density Bonus, SB 9, and Infill Housing ordinances; prepared memo with housing strategies for small lot subdivisions. • City of Perris Housing Element implementation team member. • City of Monrovia inclusionary housing ordinance, density bonus ordinance, and design guidelines project team member. • Prepare various code amendments to implement the City of Avalon Housing Element. EXPERIENCE CONTINUED Agreement No. 6984 Sagecrest Planning + Environmental Senior Project Manager 1 2017 - Present Development Services • Coordinate multidisciplinary teams to help property owners and developers navigate the entitlement and permitting processes for residential, commercial, and industrial projects. • Research agency ordinances, processes, timelines, and fees to develop due diligence reports, entitlement schedules, and budgets. • Manage preparation of technical studies for entitlement and CEQA review; draft legally defensible CEQA documents. • Work with architects, engineers, and other allied professionals to prepare entitlement packages that meet the requirements of the general plan, zoning code, and development standards of the local agency. • Obtain all entitlements, plan approvals, permits, and releases. Core Development Services Senior Project Manager - Project Manager - Zoning Manager 1 2012 - 2016 • Managed the entitlement processes for telecommunications facilities by researching, interpreting, and applying government laws, codes, ordinances, and regulations. • Independently launched the Portland, Oregon office and oversaw all Pacific Northwest entitlements and lease negotiations. • Went from zero market presence to securing 40 new projects within six months of office opening by leading business development, client relations, and sales. • Managed over 300 West Coast projects and four staff members while simultaneously overseeing all aspects of project life cycle. • Delivered shovel ready projects by obtaining permit approvals and fully executed leases.. • Creatively solved problems stemming from changes in codes, public opinion and site violations while considering budgets, scheduling, and client needs. • Presented client projects and persuaded decision makers at various public meetings. • Achieved fastest promotion to Senior Project Manager in company history. Clackamas County Emergency Management Hazard Mitigation Specialist 1 2008 - 2009 • Proposed mitigation strategies to meet community resiliency and sustainability goals by writing FEMA-approved Natural Hazards Mitigation Plans for 10 cities in Clackamas County, Oregon. • Identified stakeholders, organized steering committees, and facilitated community meetings to evaluate the adequacy of community facilities and infrastructure. • Developed comprehensive natural hazard risk assessments. • Reached consensus by collaborating with the community to prioritize projects. SAGECREST -µ N 49 Agreement No. 6984 Ar Y'"bu©° K II�IO SAGECREST PLANNING • O WNtt#PNPAgRIf4h Senior Project Manager CERTIFICATIONS EXPERIENCE + SKILLS Sagecrest Planning + Environmental • Associate of Senior Project Manager 1 2022 - Present Environmental Professional (AEP) . Provides staff support services to the cities of Avalon and Member Newport Beach, including review of entitlement applications and long-range planning services. • Adobe Acrobat • Prepares California Environmental Quality Act (CEQA) • Microsoft Office documents for private and public sector clients, including Initial • Granicus/Legistar Studies, Mitigation Negative Declarations (MNDs), and • Superion Tracklt Appendix N and Class 32 streamlining checklists. • Architectural Plan Review • Manages preparation of technical studies to support CEQA review, including Air Quality, Biological, Cultural, Geotechnical, • Archeological and Greenhouse Gas, Historic, Hydrology, Noise, Phase 1/11, Traffic, Environmental Technical and WQMP. Review • Coordinates with clients, City staff, subconsultant teams to facilitate processing of complex development projects. • Provides peer review of CEQA documents and associated technical studies. EDUCATION • Manages complex entitlement applications for private sector clients. M.S. Historic Preservation City of Orange University of Oregon Associate Planner, Historic Preservation 1 2014 - 2022 • Reviewed development applications throughout the city, B.A. Anthropology including multifamily residential, commercial infill, conditional B.A. Asian Studies use permits, variances, zone changes, site plan reviews, and University of Florida administrative design reviews. • Provided specialized design review of historically designated properties for compliance with the City's historic preservation design standards, with properties ranging from the late 19th to mid-20th century period. • Coordinated development project review with other City departments through the internal staff review committee. • Prepared staff reports, including recommendations and resolutions/ordinances, for presentation before the Design Review Committee, Planning Commission, and City Council. • Reviewed historic, archaeological, and environmental technical reports and performed cultural resources survey work as needed. • Designated staff planner responsible for processing all development applications related to Chapman University, located within the Old Towne National Historic District. • Administered the City's Mills Act Tax Exemption program for qualified historic properties. EXPERIENCE CONTINUED Agreement No. 6984 City of Lake Worth Beach (formerly Lake Worth) Preservation Planning Coordinator 1 2012 - 2014 • Designated zoning reviewer and project manager for all planning and zoning actions involving local historic properties throughout the City, including site plans, variances, conditional use permits, and certificates of appropriateness for residential and commercial properties. • Prepared and presented staff reports to the Historic Resources Preservation Board and City Commission. • Provided customer service at the public counter answering phone calls, emails and in -person questions concerning zoning, entitlements, and historic preservation. • Certified Local Government coordinator and administrator of the City's Historic Ad Valorem Tax Exemption program. • Participated in preparation of amendments to the City's Land Development Regulations (LDRs) and Comprehensive Plan. National Park Service, Alaska Regional Office Historian 1 2011 - 2011 Hired by the Alaska Regional Office as part of the National Register Initiative program. Conducted on -site field visits and recordation, as well as in -office report writing in a professional office setting. Projects completed: o Determination of Eligibility (DOE) for the Mission 66 employee residences at Glacier Bay National Park and Preserve. o Complete draft for a National Register nomination to expand the headquarters historic district at Denali National Park and Preserve. Southarc, Inc, Archaeological Technician 1 2007 - 2009 • Performed Phase I shovel test surveys, Phase II and III archaeological excavations and conducted research utilizing library and internet resources, artifact cataloging and analysis. • Completed compliance paperwork for the State Historic Preservation Office (SHPO). • Conducted historic architectural surveys and made determinations of eligibility for the National Register. SAGECREST Agreement b No. 4i� 0 s i i � 0 Principal Planner SAGECREST PLANNING . ENVIRONMENTAL CERTIFICATIONS EXPERIENCE +SKILLS Sagecrest Planning + Environmental • Customer Service Principal Planner 1 2019 - Present • Project Management Manages complex planning project entitlements. • Policy Review and . Analyzes projects for compliance with current code, Development coordinates interdepartmental review, ensures compliance with Staff Development CEQA and prepares and presents staff reports to Planning • Entitlement Processing Commission and City Council. Peer reviews of environmental studies for complex planning projects. City of Newport Beach Senior Planner - Zoning Administrator 1 2003 - 2019 • Supervised the Planning Division permit center including planning plan check function; supervised planners and consultants; and performed duties of the Zoning Administrator. Processed highly controversial and complex entitlement EDUCATION applications and development proposals. Prepared and presented staff reports with recommendations to B.S. Urban and Regional decision -making bodies and various committees. • Managed, supervised and administered consultant contracts. Planning • Administered and reported on development agreements to California State City Council. Polytechnic University, . Interpreted ordinances, regulations and policies and resolved Pomona special land use issues. • Researched and prepared the City's zoning ordinances. A.A. Architecture • Provided land use information to the general public. Fullerton Junior College • Acted as the City's liaison to local non-profit groups. • Reviewed final construction plans and documents for zoning clearance. City of Garden Grove Urban Planner 1 1989 - 2003 • Prepared and presented staff reports with recommendations on complex entitlement applications to decision -making bodies. • Responsible for the City's Housing Element update. • Prepared Planning Commission's Annual Reports for state approvals. • Prepared environmental documents. • Reviewed and commented on environmental reports from public agencies. • Represented the city in housing, transportation, and regional related planning issues. • Provided guidance and training to the subordinate planning staff. .,w. ,. Agreement No. 6984 POO Norwood 143 SAGECREST Principal Planner P A.NWW� .. ENVIRONMENTAL CERTIFICATIONS EXPERIENCE +SKILLS Sagecrest Planning + Environmental • Adobe Acrobat Principal Planner 1 2017 - Present • Entitlement Processing Planning Services: Cities of Alhambra, Arcadia, Laguna Woods, • Customer Service La Verne, San Clemente, Riverside and Brea • Advanced + Current • Performed a variety of complex professional level duties and Planning responsibilities in support of the City's current planning functions. • Microsoft Office • Processed complex planning applications in accordance with the City's Zoning Code, CEQA and applicable codes. • Performed a variety of complex professional level duties and responsibilities in support of the City's current planning functions. • Served as a project lead on planning projects. Provided information and assistance to applicants, developers, consultants, the general public, and outside agencies and organizations regarding City codes, policies, standards, and processes related to planning related matters. • Presented cases to Design Review Subcommittee, Planning Commission and City Council for consideration and action. EDUCATION City of Riverside B.S. Urban and Contract Planner 1 2015 - 2016 Regional Planning • Processed complex cases including zone changes, specific and California State general plan amendments, conditional use permits involving Polytechnic University, airport land use compatibility, arroyo delineation, Senate Bill 18 Pomona (SB18) and Assembly Bill 52 (AB52). • Evaluated and prepared initial studies and determined project compliance in accordance with CEQA. Completed plan checks for permit issuance on approved projects. • Presented PowerPoint presentations for cases to Planning Commission and City Council for consideration and action. • Processed and managed the day to day case workload of assigned cases and interacted daily with various City Departments. • Prepared letters, staff reports and related documentation pertaining to case processing. Participated in meetings with government officials, land developers, attorneys, special interest groups and the general public to address land use issues. • Provided ideas and knowledge commensurate with experience to streamline overall case processing for increased departmental efficiency. City of Anaheim (continued to next page) EXPERIENCE CONTINUED Agreement No. 6984 City of Anaheim Senior Planner 1 1998 - 2015 • Performed professional work related to a variety of planning assignments. • Reviewed and processed complex general plan amendments, zoning code amendments, reclassifications, subdivisions, conditional use permits and variances. • Processed entitlement requests and development agreements for mixed -use projects within the Platinum Triangle that included various planning studies and development applications. • Prepared and reviewed proposal requests for consultant contracts for environmental studies. • Performed field inspections to gather data relevant to the development review process and/or to verify that development projects comply with approved plans. • Scheduled and conducted meetings with other city departments, applicants and consultants. • Prepared and presented reports to the Planning Commission and City Council. • Practiced excellent customer service at the public zoning counter. • Reviewed development proposals and site plans for conformance with the General Plan, Zoning Code, regulation and policies and provided public zoning counter services. • Evaluated requests for property reclassifications, zoning code amendments, site plans, special use permits, variances and other proposals. • Acted as liaison between community groups, government agencies and developers. • Coordinated community review of private development projects. City of San Dimas Assistant Planner 1 1986 - 1997 • Assisted in the preparation of planning and environmental documents. • Worked on technical analyses and CEQA document preparation for general plans, specific plans and specific development projects. • Provided public counter services. • Prepared environmental assessments/documents, technical studies, and other planning documents. NA L, SAGECREST Agreement No. 6984 SAGECREST CERTIFICATIONS + SKILLS American Institute of Certified Planners (AICP) • American Planning Associate (APA) Member • Adobe Acrobat • ArcGIS • Bluebeam Revu Microsoft Office 365 • EnerGov EDUCATION B.A. Urban Studies San Francisco State University lick L r Senior Planner EXPERIENCE Sagecrest Planning + Environmental Senior Planner 1 2023 - Present • Manage entitlement and plan check applications. • Review construction documents including architectural building plans, landscaping and irrigation plans, and civil and grading plans. • Assist customers inquiring about the local development review and permitting process. • Advise architects, engineers, developers, contractors, realtors, business owners, and homeowners regarding planning and zoning policies and regulations related to the local development review process. • Lead records management and scanning efforts. • Assist in administration of grant programs (LEAP and PLHA). Assist planning and building staff as needed. • Review RFPs and prepare proposals responding to RFPs. City of Garden Grove Urban Planner 1 2022 - 2023 Manage routine and complex residential projects including processing new accessory dwelling units and a high -profile multi -family residential project that includes a State Density Bonus component. Review construction documents including architectural building plans, landscaping and irrigation plans, and civil and grading plans. Advise architects, engineers, developers, contractors, realtors, business owners, and homeowners regarding planning and zoning policies and regulations as related to the city's development review process. City of Mission Viejo Associate Planner 1 2018 - 2022 Manage routine and complex commercial, residential, and industrial projects while processing various entitlements including General Plan Amendments, Zone Changes, Conditional Use Permits, Planned Development Permits, Variances, and Special Permits. Ensure project compliance with State environmental review (CEQA) requirements and processes including requirements from State and local regulatory agencies and California Native American tribes. EXPERIENCE CONTINUED Agreement No. 6984 City of Mission Viejo Cont. Associate Planner 1 2018 - 2022 • Research, collect, and analyze data; review transportation impact reports, noise studies, biological and cultural resource assessments, and other technical reports to ascertain project environmental impacts. • Review construction documents including architectural building plans, landscaping and irrigation plans, and civil and grading plans. • Prepare professional correspondences, memos, staff reports, and graphic displays. • Give presentations and staff recommendations to Design Review Committee, Planning Commission, and City Council. • Advise architects, engineers, developers, attorneys, contractors, realtors, business owners, and residents regarding planning and zoning policies and regulations as related to the city's development review process. • Work on special projects including grant writing and administration (LEAP and PLHA Grant Programs), coordinate and review work by professional consultants, and coordinate review of development proposals by staff from other city departments and outside agencies, ensuring timely and responsive service. • Update and maintain a status report consisting of current development entitlement applications and capital improvement projects for the Planning and Transportation Commission; assist preparation and setup of Planning and Transportation Commission meetings as needed. • Assist various customers, including business owners and residents, to process discretionary permit application submittals and coordinate pre -application meetings. • Train and mentor new and less experienced planners, building permit technicians, code enforcement officers, and supervise administrative staff. • Work with Code Enforcement and Building Services personnel and the Sheriff's Department to respond to and resolve difficult and sensitive inquiries and complaints. City of Citrus Heights Associate Planner - Assistant Planner 1 2001 - 2017 • Manage routine projects and processed various entitlements including Tentative Maps, Conditional Use Permits, Planned Development Permits, Variances, and Special Permits. • Ensure project compliance with State and Federal environmental review (CEQA and NEPA) requirements and processes. • Review construction documents including architectural building plans, landscaping and irrigation plans, and civil and grading plans. • Prepare correspondences, memos, staff reports, and graphic displays, and presented planning and zoning matters including findings and recommendations to the Planning Commission and City Council. • Advise architects, engineers, developers, attorneys, contractors, realtors, business owners, and residents regarding planning and zoning policies and regulations as related to the city's development review process. • Coordinate planning tasks with other staff from different departments and outside agencies. • Work with code enforcement personnel to resolve zoning violations and neighbor disputes. • Assist various customers, including business owners and residents, to process application submittals and coordinate pre -application meetings. City of San Jose Planner 1 1 2020 Job description and experience identical to Assistant Planner with the City of Citrus Heights. C' ski SAGECREST Agreement No. 6984 w -r Simin ICP SAGECREST Project Manager PLANNING . ENVIRONMENTAL CERTIFICATIONS EXPERIENCE + SKILLS Sagecrest Planning + Environmental • American Institute of Project Manager - Assistant Planner 1 2021 - Present Certified Planners (AICP) Review preliminary and site plan reviews for compliance with the • Adobe Acrobat City's development standards. Adobe Photoshop • Prepare notices, staff reports, and resolutions for Planning Adobe InDesign Commission public hearings. • AutoCAD • Process entitlement applications such as Minor Conditional Use Permits. Conditional Use Permits, and Development Reviews. • SketchUp • Interpret the city zoning code to the public at the Planning • GIS Counter. • Microsoft Office • Conduct land use due diligence on properties to determine • MURP Impact Award, UC p permitted uses, entitlement processes, and project compliance Irvine I with City standards and provisions. • Academic Excellence • Manage complex development projects through the City's Award, International entitlement process, including the coordination of multiple University of Qazvin technical consultants, assembling land use applications, and organizing changes as requested. • Persian - fluent • Prepares California Environmental Quality Act (CEQA) documents for private and public sector clients, including Mitigation EDUCATION Negative Declarations (MNDs) and Class 32 streamlining checklists. B.S. Urban Development . Provides staff support services to the city of Downey, including Engineering review of entitlement applications. International University of • Prepared ADU Design Guidelines for City of Monrovia. Qazvin, Iran Team Fishel Company Master of Urban and Engineering Supervisor - Designer/AutoCAD Drafter 1 2016 - 2021 Regional Planning • Estimated costs, materials, timelines, and completed walk - University of California, through with the team and client. Irvine • Assigned specific tasks to the team, and quality controlling the plans created by them before submitting to agencies. Managed deadlines, cost, and sales of the projects to generate profit. • Managed purchase orders, change orders, and preparing invoices and progress billing for client and office staff. • Maintained contact with clients and prepared multiple reports for them and office staff. • Fielded and surveyed job sites to collect data for the engineering drawings. • Designed construction plans and underground conduit for fiber optic cable using AutoCAD. • Designed inside and outside plant for telecom industry in public right-of-way and private property. • Prepared construction and permit packages for encroachment permits, Traffic Control and specialty permits (e.g., UPRR, Caltrans, etc.), to the various city, county, state, and local municipalities. EXPERIENCE CONTINUED Agreement No. 6984 UCI Capstone Project — Client: PlaceWorks Researcher 1 2019 - 2020 Provided recommendations for designing walkable community in The District neighborhood located at city of Tustin, CA. Developed several quantitative measures of built environment and utilized these measures to analyze the planning and design strategies. Best practices study and observation of The District neighborhood were conducted and analyzed. City of Mohammadiyeh, Qazvin, Iran City Planning Intern 1 2013 - 2014 • Updated current AutoCAD maps of the City. • Assisted with fielding and collecting data for GIS database. • Prepared codes, digits, and geographic features into the GIS database. • Prepared and exported required maps for a comprehensive plan of Mohammadiyeh. 1„ rc. ra ea r SAGECREST ,N can can s. SAGECREST P4.ANNIN O - kHV'R0N.f NN+4k CERTIFICATIONS + SKILLS • Quality Control • Creative Services • Copywriting/Editing • Promotional Marketing • Midas Award Honoring Excellence in Financial Services Communications • AME International Award Honoring Advertising and Marketing Effectiveness • Adobe Acrobat • Adobe Illustrator • Microsoft Office EDUCATION B.S. Communications Minor, Public Relations California State University, Fullerton Agreement No. 6984 Emity, II r s Operations Manager EXPERIENCE Sagecrest Planning + Environmental Operations Manager I July 2022 - Present • Manages and prepares all print mailings, including but not limited to public notices, notices of preparation, notices of determination, etc. • Responsible for ensuring that technical documents, reports, and deliverables, are accurate, clear, and concise. • Provides administrative support to the Project Team to include editing and formatting correspondence and finalizing print deliverables. • Responsible for quality review functions including editorial review for structure, grammar, general clarity, and common rules of technical writing. Tajima Creative Services Senior Account Manager I January 2004 - October 2008 Effectively managed workflow from creative conception to execution while delivering projects within budget and timelines. Responsible for securing and managing a team of designers, copywriters, contractors, print and fulfillment resources on a project -by -project basis. Responsible for quality review, editing, proofreading, and on -site press checks for print deliverables. Washington Mutual Bank (WaMu) Senior Marketing Manager, AVP I February 2000 - October 2004 Managed all creative marketing initiatives for the retail home loans division, including the creation, brand messaging, quality control and production of all printed and electronic deliverables. Managed all aspects of direct mail marketing campaigns for both business to business and business to consumer clients. Managed multiple teams to deliver on brand marketing deliverables that aligned with corporate goals. Ameriquest Mortgage Company Senior Sales Event Manager I September 1996 - January 2000 Created, managed, and executed multi -million -dollar events and incentive plans to increase revenue and secure employee retention. Developed the tracking and results analysis for quarterly and annual sales incentive programs. Responsible for developing the creative, promotions, site location, talent selection, and on -site management for national sales meetings and international incentive trips.