CC - Item 8D - Assignment of Rosemead Zoning Ordinance Update Contract to Civic Solutions, Inc.ROSEMEAD CITY COUNCIL
STAFF REPORT
TO: THE HONORABLE MAYOR AND CITY COUNCIL
FROM: JEFF ALLRED, CITY MANAGE
DATE: SEPTEMBER 14, 2010
SUBJECT: ASSIGNMENT OF ROSEMEAD ZONING ORDINANCE UPDATE
CONTRACT TO CIVIC SOLUTIONS, INC
SUMMARY
On July 15, 2010 the Community Development Department issued a Request for Proposal
(RFP) to seek a qualified land use consultant to assist Planning Division staff with the
update of the City's Zoning Ordinance. Section 65860 et seq of the California Government
Code states that a zoning ordinance shall be consistent with the city general plan if the city
has officially adopted such plan and the various land uses authorized by the ordinance are
compatible with the objectives, policies, general land uses, and programs specified in the
plan.
City Council adopted a comprehensive update of its General Plan earlier this year about
how to best plan Rosemead's future. The General Plan now establishes clear policy
direction for revitalizing commercial districts, focusing mixed-use development projects,
and maintaining the quality and character of residential neighborhoods, and strengthening
the industrial base. To implement Rosemead's General Plan policy direction, it is
recommended that a comprehensive Zoning Ordinance update be completed in
accordance with planning, land use, and zoning laws.
Staff Recommendation
It is recommended that the City Council take the following actions:
1) Authorize the City Manager to execute the contract assignment to Civic Solutions,
Inc in the amount of $45,000.00.
2) Establish an amount of $5,000 of the contract as a contingency to cover the
potential cost of unforeseen update and environmental review conditions.
ANALYSIS
The RFP was issued to seventeen (17) land use consulting firms experienced in the
zoning ordinance update processes. The City received a response from three (3) firms:
Hogle-Ireland, Inc $44,970
Civic Solutions, Inc $45,000
RBF Consulting $65,690 ITEM NO.
APPROVED FOR CITY COUNCIL AGENDA:
City Council Report
September 14, 2010
Page 2 of 2
Given the known existing zoning ordinance content issues and maximum budget of
$50,000 allocated for the project, two of the three proposals received included a shared
work program between the consultant and City staff. Staff based their recommendation on
total project cost, the consultant's qualifications, and the amount of staff time required.
Although Hogle-Ireland recently completed the City's General Plan update and provided
the lowest cost estimate, their proposal required the most amount of staff time dedicated to
preparing the new ordinance. Civic Solution's proposal is within the City's budget, would
still involve a collaborative approach with City staff, but the firm offers more technical
assistance with the update of development standards and availability at workshops and
public hearings. For this reason, it is recommended that the contract be awarded to Civic
Solutions, Inc.
Civic Solutions, Inc is a community development consulting firm that provides
comprehensive urban planning and entitlement services to public agencies. The firm was
established in 1991, and has been in business for the past 19 years. Their team includes
a full range of capabilities including development codes, architectural design guidelines,
land planning, environmental planning, urban design, as well as community outreach
programs.
Civic Solutions also has recent experience working in the City of Rosemead. In 2007 the
firm was contracted to develop mixed-use development guidelines. Those guidelines were
adopted by City Council on September 25, 2007. In 2008, they were also contracted to
begin work on mixed-use development standards.
Based upon a preliminary time schedule, Civic Solutions anticipates that the adoption of
the Zoning Ordinance update will take approximately nine (9) months to complete.
FINANCIAL REVIEW
The proposed fee for this service is expected not to exceed the cost of $50,000.00
(including contingencies). Funds were budgeted in annual Fiscal Year 2010-2011 General
Fund Budget.
PUBLIC NOTICE PROCESS
Prepared by: ;!Submitted b
Sheri Bermejo Wanong
Principal Planner Community Development Director
Attachment A - Proposals (3)
Attachment B - Professional Services Agreement
PROPOSALS
Hogle-Ireland, Inc
Civic Solutions, Inc
RBF Consulting
IM
City of Rosemead
Proposal to Update the Zoning Ordinance
111-rr Ina! lor:
City of Rosemead
8838 least Villey Boulevard
Rosemead, CA 911 1O
Prclur i ht:•
Hogle-Ireland, Inc.
201 tinuth Lake Avenue, quite 309
Pasadena, CA 91 101
6 ?6.3 56.4460
Proposal to Prepare
City of Rosemead Zoning Ordinance
Prepared for:
City of Rosemead
8838 E. Valley Boulevard
Rosemead, CA 91770
Prepared by:
Hogle-Ireland, Inc.
201 South Lake Avenue
Suite 308
Pasadena, CA 91101
In association with:
® JACOBSON & WACK
Land Use Planning Consultants
August 23, 2010
Planning
in Motion
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lninr
A Land Planning &1MYelnpmenl CommifrngJim
August 23, 2010
Sheri Bermejo, Principal Planner
City of Rosemead
8838 East Valley Boulevard
Rosemead, California 91770
(626) 569-2140
Subject: Zoning Ordinance Update
Dear Ms. Bermejo:
Riccrsuk
Pasadena
Hogle-Ireland, Inc., in association with Jacobson & Wack, is pleased to present this proposal to assist
the City of Rosemead with a comprehensive update of its Zoning Ordinance. For this assignment, we
offer the City a team of dedicated and well-respected professionals who will work closely with your
community and staff. We will prepare development regulations that clearly establish standards for high-
quality development throughout Rosemead and will allow the City to achieve General Plan goals.
We propose a work scope that will modernize the Zoning Ordinance and make it easier for staff and the
public to use. The comprehensive update will eliminate outdated language and conflicting standards,
meet current planning laws, and implement General Plan goals and policies. Our team's experience
preparing over 100 zoning ordinances, development codes, and design guidelines gives us deep insight
into ordinance preparation and implementation. With our experience with the Rosemead General Plan,
we are aware of community issues and understand the vision and objectives of City decision makers.
The work program we present in this proposal is based on our understanding of the requirements
expressed in the Request for Proposals (RFP), discussions with City staff, our knowledge of
Rosemead, and our experience preparing regulations for communities similar to Rosemead. We
understand the City's desire to complete the update quickly and within a limited budget. In response,
we propose an accelerated schedule that will allow for completion of the draft Zoning Ordinance by the
end of January 2011. Hearings can be scheduled to begin in late March. This will allow the Zoning
Ordinance to be adopted in May 2011. In the kick-off meeting, we will work with you to refine the work
scope, schedule, and budget to best fit your needs and objectives.
We look forward to meeting with you to discuss our ideas. If you have questions about our proposal,
please contact me or Lisa Brownfield.
at (626) 356-4460.
Regards,
Laura Stetson, AICP
Vice President
2111 South Lake Avenue. `nirc 30S I Pas2dcnJ, CA 91191
aua. It,, F•lc~rrland i."..
1: 626 356.4460 1 f• 626 ?56.4464
Table of Contents
Planning
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Section 1 - Executive Summary ................................................................................................................1
Section 2 - Project Understanding ............................................................................................................3
Section 3 - Scope of Work and Schedule
..................................7
Task 1 - Project Management and Team Communication
..................................9
Task 2 - Community Outreach
..................................9
Task 3 - Annotated Outline and Style Sheet
................................11
Task 4 - Administrative Draft Zoning Ordinance
................................11
Task 5 - Public Review Draft Zoning Ordinance
................................17
Task 6 - CEQA Documentation
................................18
Task 7 - Final Zoning Ordinance
................................18
Section 4 - Project Team and Experiences .............................................................................................21
Section 5 - References ...........................................................................................................................22
Cost Estimate and Fee Schedule (under separate cover)
•
Proposal to Prepare City of Rosemead Zoning Ordinance 1
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i i August 23, 2010 - mm a
Executive Summary
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Executive Summary
Planning
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1-iog!e-Ireland. Inc
Hogle-Ireland, Inc., in partnership with Jacobson & Wack, proposes an efficient, cost effective, and
expedited scope of work for the City of Rosemead Zoning Ordinance Update. Our proposal capitalizes
on Hogle-Ireland's local knowledge, excellent working relationship with City staff, and extensive
experience preparing zoning codes for communities throughout California, including several in the San
Gabriel Valley.
Working with the current City staff, Hogle-Ireland prepared the Rosemead's new General Plan, an EIR
and an EIR Addendum, as well as the GIS-based General Plan and zoning maps. Through these
planning processes, Hogle-Ireland gained significant insight into local development issues and your
decision makers' concerns; as such, we require very little project start up and learning time. Our strong
working relationship with City staff allows us to feel confident that we can create an effective team
integrating consultant and staff strengths. While we will take the lead to organize the new Ordinance
and prepare new provisions, our work scope capitalizes on City staff's knowledge and capabilities by
having staff undertake several well-defined tasks for the Zoning Ordinance update. Hogle-Ireland will
provide direction and prepare materials for City staff and will work in partnership with your planners as
we work together on the tasks.
In our conversations with City staff, it became evident that the budget and schedule are significant
factors for this Zoning Ordinance update. Our proposal reflects a strategy that responds directly to the
schedule and budget requirements. We propose to complete the draft Zoning Ordinance by January
2011, with public hearings beginning in March. In order for this to happen within the budget
requirements, we propose replacing the two-phase approach described in the RFP, which could be
more costly, with an accelerated, comprehensive update. This approach provides a framework for
revisiting particular issues at a later date, if desired.
We have also limited the outreach events to a set of interview/meetings with local stakeholders (City
staff, decision makers, development community representatives, business and property owners, etc.)
and to a joint Planning Commission/City Council study session. Thus, we will gather community input
and learn of local decision makers' concerns in an efficient and effective manner. The knowledge
gained from these sessions will guide the organization and content of the Zoning Ordinance update. If
the City decides that budget and schedule are not significant factors for the Zoning Ordinance update
and expanded outreach or other technical analysis are desired, Hogle-Ireland will gladly discuss and
amend our work scope to better suit the City's needs.
The proposed work scope will result in a Zoning Ordinance highlighted by illustrative graphics, easy-to-
read matrices, and a logical, well-organized structure. The Zoning Ordnance will be written in a clear,
concise language that allows homeowners, businesses, and the development community to easily
understand the City's intent, policy, and development guidelines and standards. The Zoning Ordinance
will incorporate all recent changes in State law, remove current inconsistencies, and implement General
Plan policy and design guidelines.
Proposal to Prepare City of Rosemead Zoning Ordinance
The team we offer to guide the City through this program has experience preparing over 100 zoning
ordinances and development codes for cities and counties throughout California, In particular, Laura
Stetson and Bruce Jacobson are currently working together to comprehensively update zoning codes
for the cities of La Puente and Duarte. (The Duarte Development Code is attached for your review).
Through our experiences, we have developed insight and approaches to virtually any land use or
development issue that can arise. However, for each client, we tailor the solution to recognize the
unique concerns and conditions they have.
August 23, 2010
Project Understanding
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Protect Understanding _Iv,~
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Earlier this year, the City of Rosemead adopted a comprehensive update of its General Plan following
extensive community discussion about how best to plan Rosemead's future. The General Plan now
establishes clear policy direction for reinvigorating commercial districts, focusing mixed-use
development projects, maintaining the quality and character of residential neighborhoods, and
strengthening the industrial base. To implement this policy direction and to ensure that development
review processes will facilitate the changes desired, the City plans to comprehensively update its
Zoning Ordinance (Title 17 of the Municipal Code).
The Zoning Ordinance dates to the 1960s, with the provisions largely drawn from Los Angeles County
codes following the City's incorporation in 1959. Since that time, the Ordinance has been amended on
a patchwork basis, with new provisions added to address immediately pressing issues. With the
passage of time, the Ordinance has become outdated and not readily responsive to emerging
development practices, land use trends, and the City's desire to provide business-friendly
administrative review processes. Additionally, the piecemeal amendments have allowed
inconsistencies to creep into the Ordinance. Finally, continual updates to State land use law have not
consistently been integrated into the Zoning Ordinance.
To address known shortcomings of Title 17, City staff has undertaken several focused amendments
over the past few years. Recent amendments and amendments in process include:
■ Adult Business Ordinance
■ Massage Ordinance to address new State law restrictions
■ Medical Marijuana Dispensaries (moratorium in place)
■ Hotel Development Standards to address in part the requirements included in the General
Plan (although the General Plan provisions may need to be revisited as well)
■ Use of public rights-of-way for private off-site signage
■ Flag Lot Ordinance
■ Wireless Communication Facilities Ordinance
■ Mixed Use Ordinance
■ Updated landscaping provisions to address AB 1881
In addition, the City has the following land use-related initiatives underway:
■ Establishment of Development Impact Fees
■ Valley Downtown Plan
■ Design Guidelines
Proposal to Prepare City of Rosemead Zoning Ordinance 3
Based on our review of the Request for Proposal, discussions with City staff, and our intimate
knowledge of the community gained from our work on the General Plan, we have identified the following
objectives for the Zoning Ordinance update.
Achieve Consistency with the General Plan
The zoning districts need to correspond to the General Plan land use categories, and development and
design regulations need to be crafted to implement policies regarding high-quality projects that are right
for Rosemead. Table 2-5 in the Land Use Element (see following page) points the path toward
achieving consistency, and the City has already adopted a new Mixed Use zone to implement land use
policy.
New provisions will need to be prepared to address Housing Element programs and specifically,
provisions responsive to the requirements of SB 2.
Create a User-Friendly Format
The organizational structure and look of the Zoning Ordinance are not user friendly. Staff looks to
reorganize the Ordinance, and to include tables and graphics to present information clearly and
logically.
Given the funding resources available to update the Zoning Ordinance, the City may not be able to
complete all desired revisions as part of this current program. However, with the new structure in place,
the City can easily accomplish additional changes during the subsequent fiscal year.
Eliminate Internal Inconsistencies and Achieve Compliance with Current Laws
By comprehensively rewriting the Ordinance, staff will be able to identify and eliminate internal
inconsistencies. This will also allow easy integration of the provisions that staff has recently prepared to
address new State laws (e.g., AB 1881 and provisions regulating massage establishments), as well as
respond to SB 2 requirements regarding emergency and transitional housing.
Promote Quality Development and Design
The zoning regulations should clearly identify City objectives for a quality design in all new development
and additions. This can be accomplished with cross references to the design guidelines. Also, some
level of design requirements can be incorporated into Title 17.
4 August 23, 2010
Project Understanding 0
Table 2-5
General Plan and Zoning Ordinance Consistency
General Plan Land Use Category a
Corresponding Zone Districts b
LDR
Low Density Residential
R-1
P-D
MDR
Medium Density Residential
R-2
P-D
R-3
HDR
High Density Residential
P-D
P-O
D-O
C-1
P-D
C
Commercial
C-3
P
CBD
D-O
HIC
High Intensity Commercial
C-4
CBD
P
MRC
Mixed-Use ResidentiaUCommercial
RC-MUDO
D-O
P-D
C-3
Mixed-Use
CBD
P
MHRC
High Density Residential/Commercial
RC-MUDO
D-O
P-D
C-3
P-D
D-O
MIC
Mixed-Use Industrial/Commercial
P
M-1
C-3
C-3
P-D
OLI
Office/Light Industrial
P-O
D-O
M-1
PF
Public Facilities
All Zones
OS
Open Space/Natural Resources
O-S
CEM
Cemetery
O-S
Notes:
a) This table compares the General Plan land use categories with the zoning districts and overlay districts. It
is anticipated that the Zoning Ordinance will be updated and these zoning districts, shown here, may be
changed.
b) Zone Districts:
R-1: Single Family Residential
RC-MUDO: ResidentiaUCommercial Mixed-Use Development
R-2: Medium Multi-Density Residential
Overlay
R-3: Medium Multiple Residential
CI-M: Commercial/Industrial Mixed
C-1: Neighborhood Commercial
OS: Open Space
C-3: Medium Commercial
P-D: Planned Development
C-4: Regional Commercial
D-O: Design Overlay
CBD: Central Business District
P-O: Professional Office
M-1: Light Manufacturing
Hocjle Ire larr:_j, IT 1C Proposal to Prepare City of Rosemead Zoning Ordinance
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Streamline Administrative Provisions
In keeping with the City's goal to promote economic growth in desired business sectors, regulations
need to be put in place that will welcome business development. Part of this effort includes making
development project review processes transparent, uniform, and relatively quick. Revisions to Sections
17.108 through 17.124 will be required toward this end. In particular, the City is interested in establishing
Minor Conditional Use Permit and Minor Variance processes to help streamline review of applications
for commercial, industrial, and residential property owners.
Complete CEQA Documentation
Adoption of a comprehensive Zoning Ordinance update is considered a "project" under the California
Environmental Quality Act. Therefore, CEQA review is required. Since the City recently certified the
EIR (prepared by Hogle-Ireland) for the General Plan update and the Zoning Ordinance implements the
Plan; we believe that an Initial Study/Negative Declaration represents the appropriate CEQA
documentation.
Keep Project on Schedule and on Budget
The City looks to complete the update before June 2011. We propose an accelerated schedule (see
page 8) that will produce an administrative draft document by January 2011. With staff review and our
subsequent revisions, we believe that the new draft Zoning Ordinance can be forwarded to the Planning
Commission and City Council by late March/early April 2011. This schedule will keep the program
focused and on budget.
Staff has indicated that the City has limited funding resources to complete the comprehensive
Ordinance update. However, Planning staff is available to work in partnership with the consultant team.
Thus, we have structured a program that provides for work sharing. The scope and division and timing
of work can readily be adjusted to best match your budget for this fiscal year.
August 23, 2010
Scope
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Scope of Work and Schedule IE~
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Scope of Work and Schedule
Based on information contained in the RFP, our conversations with City staff, review of relevant
materials, and our extensive experience preparing zoning, we propose a work scope and schedule that
addresses Rosemead's objectives. The work scope has been crafted to allow City staff assist our team
prepare the new Zoning Ordinance. The scope also includes several optional tasks to augment the
overall work program. The diagram on the following page provides an overview of the work program
and illustrates our commitment to complete the Draft Zoning Ordinance in January 2011 and completion
of the entire process, including public hearings, before June 2011. Hogle-Ireland, Inc. is committed to
this schedule. Hogle-Ireland's Pasadena office has recently completed and will complete a number of
planning projects in early September enabling Ms. Brownfield, Mr. Rodriguez, and Ms. Sharrow to
concentrate their effort on the Rosemead Zoning Ordinance Update.
The Zoning Ordinance will be written in clear, concise, easy-to-understand language; internally
consistent; visually enhanced with quality graphics, tables, and matrices; highly responsive to land and
development trends; and easy to administer, enforce, and update. At a minimum the updated
Ordinance will:
1. Consist of new language to replace the existing Zoning Ordinance (Title 17) in its entirety
2. Ensure consistency with General Plan, including adding, merging, or eliminating zoning
districts and overlays
3. Add allowable land uses by zoning district and zone-driven development standards, all in a
table format
4. Revise sign regulations (Chapter 17.104) and off-street parking and loading requirements
(Chapter 17.84)
5. Incorporate quality graphics
6. Streamline administrative project processes and create new ones that provide for staff-level
review
IN Proposal to Prepare City of Rosemead Zoning Ordinance
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Schedule
Rosemead Zoning Ordinance Update
Month
September 2010
■ Diagnosis
■ style Sheet
■ New Forma
■ Outline
■ Administrative Draft
■ Screencheck Draft
■ Public Review Draft
I
June 2011
PC CC
Stakeholder 5tudy5ession Public
Interviews and Draft Hearings
(City Staff Ordinance
Task)
Kick-Off Review Check-in Review Draft Materials Final Review
• with Diagnosis, Review Final
• City Staff Outline Changes
8 August 23, 2010 _
of Work and Schedule
Work Plan
Task 1 - Project Management and Team Communication
This task provides project management time to keep the program on schedule and budget
1.1 - Scope Refinement and Initial Strategy Meeting
We will meet with City staff to confirm objectives for the Zoning Ordinance work program and finalize
the public outreach strategy. We will discuss issues associated with the present zoning regulations, and
will review and discuss the Ordinance format and potential organization changes. The division of work
between Hogle-Ireland and City staff will be confirmed. We will produce a final work plan that reflects
these discussions.
1.2 - Staff Coordination
Throughout the course of the work program, we will communicate regularly with City staff to discuss
options, review draft work products, and receive direction. Our budget includes an allowance for face-
to-face meetings and regularly scheduled teleconferences. If additional time is required beyond this
allowance, we will bill for additional meeting time on a reimbursable basis with prior authorization from
City staff.
1.3 - Project Management
The purpose of this subtask is to ensure a consistent basis for project management, including contract
administration, invoicing, scheduling, and the timely delivery of products and services. The project
manager will maintain regular contact with the City's designated staff member to monitor and review
project progress and results.
Deliverables
■ Staff Meetings and Teleconference Calls
Task 2 - Community Outreach
While the General Plan program incorporated several community engagement activities, we have found
that the public, generally, has limited interest in a zoning ordinance update, unless their property is
proposed to be rezoned- The parties who are more interested in the Rosemead Zoning Ordinance itself
are the development community and policy makers. Our experience has shown that the public process
works best when we directly address the concerns of those most affected: the development community
and property owners whose properties will be rezoned to achieve General Plan consistency and/or
reflect changes in the updated Ordinance (for example, renaming or elimination of zones). Thus, we
have structured a public engagement program that taps into these distinct interests using forums that
allow for the most productive engagement.
i-U--_Ilc lrcil~in;A, Inc Proposal to Prepare City of Rosemead Zoning Ordinance
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2.1 - Stakeholders/Interest Groups Interview Meetings
For all of our zoning ordinance update programs, we initiate the work with a series of stakeholder
interviews. Given the budget limitations for this project, we have arranged the scope so that City
Planning staff will conduct the interviews. The stakeholders will be comprised of City staff from other
departments or divisions responsible for ordinance provisions, policy makers, community members (i.e.,
merchants, neighborhood leaders, business representatives), representatives from the local
development community and interest groups (local builders, commercial/industrial property owners,
Chamber of Commerce, etc.). During the interviews, City staff will ask questions prepared by Hogle-
Ireland for City staff use and engage in dialogue to understand stakeholders' concerns with current
zoning regulations and processes, and to discuss revisions the stakeholders would like considered.
City staff will be responsible for preparing a summary of the interview responses.
As an optional task, Laura Stetson and/or Lisa Brownfield will be available to conduct the interviews and
prepare the summary. We ask that the City schedule the meetings as back-to-back sessions for
efficiency.
2.2 - Study Session: Draft Ordinance
A joint study session with the City Council and Planning Commission will occur prior to public hearings
to provide a less formal forum to review the proposed updated Zoning Ordinance and Zoning Map. The
study session will be formatted to allow for public comments and interaction. Hogle-Ireland will be
responsible for preparing all meeting materials and conducting the study session. City staff will be
responsible for securing the venue and providing workshop notice.
If City staff elects to consider the updated zoning map as part of the process, we will structure the study
session to include a more informal workshop section that will allow property and business owners to ask
questions of staff and the consultant team specific to their properties.
2.3 - Public Hearings
Lisa Brownfield will be available to attend public hearings on the Draft Zoning Ordinance with the
Planning Commission and City Council. In the budget, we have provided an allowance for one Planning
Commission hearing and one City Council hearing. Any additional time or hearings required would be
billed on a time and materials basis with prior authorization from the City.
Deliverables
■ Interview Questions (One electronic document)
■ Interview Summary- Optional (One electronic document)
■ One Joint City Council/Planning Commission Study Session and Study Session Materials
(One electronic document of each study session material)
■ Attendance at Two Public Hearings - One Planning Commission and One City Council
10 August 23, 2010
Scope of Work and Schedule ■
Task 3 - Annotated Outline and Style Sheet
Hogle-Ireland will ask City staff to prepare a list of issues and regulatory problems with the existing
Zoning Ordinance. Based upon the list of issues, results of stakeholder interviews/meetings, and our in-
depth review of various documents (Municipal Code, Zoning Ordinance, General Plan), will prepare an
annotated outline (in a matrix format) that identifies the approach to addressing issues of concern. In
addition to identifying existing deficiencies, the outline will identify necessary revisions. The matrix can
be used to track revisions during the update process; it is also and is intended to assist City staff with its
preparation of staff report(s).
Hogle-Ireland will develop an annotated outline, style sheet, and sample chapter format to illustrate the
intended format and style of the updated Ordinance. The style sheet will set forth conventions to use
with regard to word usage, structure, etc. This will be critical, since both the Hogle-Ireland team and
City staff will be preparing Ordinance sections, and we want to ensure consistency and minimize editing
tasks. These materials will be reviewed with City staff and revised as appropriate. The revised outline
will form the basis for the comprehensive update. Any substantial deviations from this outline directed
by staff after the revisions are made will be considered a change in scope potentially requiring a scope
and budget adjustment.
Deliverables
■ Annotated outline of current of Title 17 (one electronic document)
■ Style Sheet (one electronic document)
Task 4 - Administrative Draft Zoning Ordinance
As described above and in greater detail below, our work program integrates Planning staff into the
preparation of the Draft Zoning Ordinance. Using the annotated outline, we will define which sections
will be the responsibility of the Hogle-Ireland team and which will be prepared by City staff. The
Administrative Draft Zoning Ordinance will be prepared as individual articles, chapters, and sections.
The administrative Draft Zoning Ordinance will be submitted to staff in the individual articles, chapters,
and sections format, thereby allowing the City staff to review the components in a focused and timely
manner. Hogle-Ireland's efforts to update the Zoning Ordinance will focus on:
■ Restructuring the Ordinance for ease of use
■ Modernizing language and eliminate redundancies and inconsistencies
■ Using of tables and graphics
■ Implementing General Plan land use policies (including restructuring and/or elimination of
zoning districts)
■ Creating three Mixed-Use zoning districts (Hogle-Ireland, Inc. will build off of any work City
staff has already prepared)
■ Incorporating State law provisions that are not currently reflected in the Ordinance (for
example, transitional housing and homeless shelter provisions per SB2, reasonable
accommodation requirements, and provisions to address massage establishments)
■ Streamlining development review processes
Hogle It "lanci, It is Proposal to Prepare City of Rosemead Zoning Ordinance 11
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City staff will be directly involved in developing the Administrative Draft Zoning Ordinance, including
updating the allowed uses and development standards tables for each zoning district and updating the
Definitions section. We will provide City staff with formatted tables and a Definitions section on which to
build.
4.1 - Administrative Draft Zoning Ordinance
This task involves preparing the administrative draft of all articles of the updated Ordinance. The
Ordinance will address the following, with the details to be defined as part of the diagnosis process.
Each of the Task 4.1 subtasks will be submitted to City staff for review. All documents will be delivered
in Word. It is anticipated that the articles, chapters, or sections will be submitted individually, enabling
City staff efficient review and comment. City staff will be asked to compile all comments and revisions
into a single response document and return the comments to Hogle-Ireland. Comments and revisions
should be made electronically by using the "track changes" feature of Word. Given the limited budget,
we expect that staff will make those direct revisions that it can. For those requiring more extensive
changes, clear direction will be given to Hogle-Ireland. We will review all comments with City staff prior
to revising the Zoning Ordinance.
4. 1.1 -General Provisions
This section corresponds to Chapter 17.04 of existing Title 17. Hogle-Ireland will reformat (in
accordance with the new structure as established in Task 3) and expand the regulations addressing
zoning relationships with the CEQA process. The General Provisions will also address all newly created
zones and their consistency with the General Plan. The Definitions section will be moved to the end of
the Zoning Ordinance.
4.1.2 -Zoning District and Development Standards
We will revise the provisions for each zoning district to be consistent with the General Plan. Some
districts may be merged, added, or deleted. The zone districts will be grouped by residential,
commercial, mixed-use, and industrial/manufacturing categories to facilitate use of allowed uses and
development standard tables.
Hogle-Ireland will prepare blank templates of the allowed uses tables and development standards
tables for the zoning districts. City staff will be responsible for filling in the tables with the appropriate
uses, permit requirements, and development standards. Some of this information can be pulled from
the existing chapters. Hogle-Ireland will provide direction and assistance, and will review the completed
use tables and development standards. An example of allowable uses and development standards
tables are shown below.
12 August 23, 2010
Scope of Work and Schedule 0
Allowed Uses and Permit Requirements Table Example:
Commercial Zone Permit
Table 2-5
Allowed Uses and Permit
Requirements
P Permitted By Right
A Permitted as Accessory Use
MUP Minor Use Permit
CUP Conditional Use Permit
- Not Allowed
Land Use I C-P I C-G I C-F I Specific Use
Regulations
Retail Trade Uses
Alcohol Beverage Sales
Alcohol Sales (off-sale)
-
CUP
CUP
See 19.60.030
Alcohol Sales (on-sale), Accessory Only
A
A
A
(Alcohol
Beverage Sales
Business)
Convenience Store
CUP
CUP
A
Pawn Shop
Retail Store (Less than 20,000 sf)
P
P
Retail Store (20,001 to 80,000 sf)
MUP
MUP
Retail Store (80,001 or greater sf)
CUP
CUP
Shopping Center
Neighborhood
-
CUP
-
See 19. 12.040
Community
CUP
CUP
(Limitations on
Regional
CUP
CUP
Shopping
Centers)
Vehicle Rental
-
MUP
MUP
Vehicle Sales - New
CUP
P
Vehicle Sales - Used
CUP
Vehicle Parts Sales
(including stereos/alarms, but no installation)
P
A
Vending Machines - Outside
MUP
MUP
MUP
See 19.60.170
(Vending
Machines -
Outdoor)
Hcxale I elLir d, Ii v Proposal to Prepare City of Rosemead Zoning Ordinance 13
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Development Standards Table Example:
Development Standards for
Commercial Zoning Districts
Development Feature
C-P
C-G
C-F J
Additional Requirements
Lot Dimensions
Lot Area - minimum
10,000 sf
10,000 sf
40,000 sf
Lot Width - minimum
100 ft
100 ft
200 ft
Floor-Area Ratio - maximum
0.50
0.50
0.50
Height - maximum
50 ft
50 ft
60 ft
See 19.32.040 for
measurement and
exceptions
Setbacks (minimum)
Front or adjacent to a street
15 ft
15 ft
15 ft
Side (interior, each)
15 ft
15 ft
15 ft
See also Section 19.32.020
Abutting nonresidential
20 ft
20 ft
25 ft
(permitted Projections into
Abutting residential
Required Setback Areas) and
Side (Street side)
15 ft
15 ft
15 ft
Section 19.32.050 (Yards -
Measurement and
Rear
Requirements).
Abutting alley
15 ft
15 ft
15 ft
Abutting alley
NIA
WA
N/A
Abutting residential
15 ft
15 ft
20 ft
4.1.3 -Site Planning and General Regulations
Hogle-Ireland will update the provisions that address regulations applicable to multiple zoning districts
and regulations that apply to specific land uses (see current Chapter 17.12 and provisions scattered
throughout Title 17). In particular, the updates will focus on:
■ Site Planning and General Development Standards (Chapter 17.12)
■ Landscaping (using the amendments staff recently completed to comply with AB1881)
■ Revise Off-Street Parking and Loading Standards (Chapter 17.84)
■ Revise Signs (Chapter 17.104)
City staff has indicated that they are in the process of amending or waiting for new legislation on the
following sections of the Zoning Ordinance.
■ Adult Business Ordinance
■ Massage Ordinance
■ Medical Marijuana Dispensaries
■ Hotel Development Standards
■ Use of public right-of-way for private offsite signage
■ Flag Lot Ordinance
14 August 23, 2010
of Work and Schedule 0
We can work with staff on integrating the completed sections into the Zoning Ordinance update.
Sections that are on hold or awaiting legislative direction will not be included in the Zoning Ordinance
update at this time.
4.1.4 - Standards for Specific Uses
Standards for specific uses will be rewritten and reorganize into one section. We anticipate that
it will include the following existing chapters:
■ Adult-Oriented Businesses (Chapter 17.80 and as amended by staff per above)
■ Second Residential Units (Chapter 17.30)
■ Condominiums, Community Apartments, and Stock Cooperatives (Chapter 17.88)
■ Mobile Homes and Manufactured Housing (Chapter 17.92)
■ Mobile Home Parks (Chapter 17.96)
■ Recycling facilities (17.12.210)
Additional specific uses can be added as appropriate for and desired by Rosemead, including
accessory uses, drive-through facilities, fueling stations, home occupations, internet cafes, day
care facilities, outdoor dining, places of religious assembly, and vehicle repair facilities.
4.1.5 - Permit Processing Procedures and Administration
We anticipate recommending fairly substantive revisions to current Chapters 17.108 to 17.124, with the
goals of:
1) streamlining certain development processes including adding more administrative
procedures such as adding Minor Variances or Minor Conditional Use Permits
2) consolidating provisions to improve usability of the Ordinance and ensure consistency
among processes (such as a standard time period to file Appeals)
3) updating other administrative and amendment provisions that staff has found problematic
The overall goal is to ensure transparency, consistency, and equity. We will include a Review Authority
table (see example on next page) that clearly identifies primary approval and appeal authority for each
type of review and discretionary permit.
Hogle-Ireland, Inc Proposal to Prepare City of Rosemead Zoning Ordinance 15
0
ReviewAluthority Table Example:
Table 7-1
Review Authority
Applicable
Type of Action Code Role of Review Authority (1)
Chapter/ Director Commission Council
Section
Administrative and Lealslative Actions
Development Agreements and Amendments
19.148
Recommend
Decision
Development Code Amendments
19.142
Recommend
Decision
General Plan Amendments
19.142
Recommend
Decision
Specific Plans and Amendments
19.150
Recommend
Decision
Zoning Map Amendments
19.142
Recommend
Decision
Planning Permits and Approvals
Administrative Variances
19.126
Decision (2)
Appeal
Appeal
Conditional Use Permits
19.114
Decision
Appeal
Minor Use Permits
19.114
Decision (2)
Appeal
Appeal
Planned Development Permits
19.118
Decision
Appeal
Reasonable Accommodations
19.120
Decision (2)
Appeal
Appeal
Site Plan and Design Reviews
Sign Permits
19.122
19.42
See Table 7-2 for speed review
thresholds.
Appeal
Temporary Use Permits/Special Event Permits
19.124
Decision (2)
Appeal
Appeal
Variances
19.126
Decision
Appeal
Interpretations
19.04
Issuance (2)
Appeal
Appeal
Zoning Clearances and Development Code
Interpretations
19.128
Issuance
Appeal
Appeal
Subdivision Maps and Other Approvals
Tentative Maps, Final and Parcel Maps See Table 5-1 (Subdivision Review Authorities)
Lot Line Adjustments, Merqers, and Approvals See Table 5-1 (Subdivision Review Authorities)
4.1.6 - Definitions
City staff will be responsible for updating the Definitions section. We will provide staff with a formatted
list of definitions which staff can revise as appropriate. When staff has completed the definitions, Hogle-
Ireland will review, edit, or provide comment as appropriate.
4.1.7 - Sustainability and "Green Building" Standards (Optional)
As an optional task, we can develop sustainability standards. This approach to planning and
development has a spectrum of options; depending on how "green" the City wishes to be. For this work
program, we recommend a very modest approach, based on your objectives to put new regulations in
place relatively quickly. Based on direction received during the initial outreach, we will incorporate
sustainability principles and standards that focus on solar orientation, use of permeable hardscapes,
landscape options, choice of building materials, and other sustainability design standards. The City may
consider providing incentives for green development strategies, such as increased densities or
intensities or adjustment of required development standards. If the City wishes to take this direction, as
part of the scope refinement task, we will discuss with you how far along the green spectrum the City
wishes to go in the updated Ordinance.
16 August 23, 2010 Alia- 9
of Work and Schedule
4.1.8 -Community Design Standards (Optional)
If the City desires to incorporate community designs standards that augment those currently underway,
as an optional task Hogle-Ireland can assist the City in preparing those standards. The design
standards will be illustrated and use as inspiration any existing design guidelines, the quality of
development projects built in Rosemead or surrounding areas in recent years, and input received during
the public outreach tasks.
4.2 - Screencheck Draft Zoning Ordinance
As stated above, Hogle-Ireland will meet with staff to review staffs comments regarding the
Administrative Draft Zoning Ordinance. We anticipate that staff will again make many desired changes
directly in the Word document. Hogle-Ireland will make minor revisions in response to more substantive
comments and will prepare the Screencheck Draft, which will include a detailed table of contents and
adds graphics and illustrations. The Screencheck Draft will then be submitted to City staff for review to
ensure that Hogle-Ireland has appropriately responded to the comments.
Task 5 - Public Review Draft Zoning Ordinance
Staff will be responsible for any final revisions to produce the Public Review draft, although Hogle-
Ireland will complete final quality control/assurance. The Public Review Draft Ordinance is anticipated
to be complete in January 2011. It is this document that will be the subject of the environmental review
process; this document can be released to the public for its review. This document will be the focus for
the joint City Council and Planning Commission study session. In addition to providing the entire draft
Ordinance to the City in an electronic Microsoft Word format, Hogle-Ireland will prepare a PDF version
suitable for posting on the City's website.
5.1 - Zoning Map (Optional)
As part of preparing new zoning regulations, the City will also need to prepare a new zoning map that
reflects any new zoning districts and that achieves consistency with the General Plan land use policy
map. This map will need to be part of the public hearing process for the Zoning Ordinance or can be
adopted as a separate process. If zones changes are proposed, the City will be responsible for
individually notifying property owners of zone changes. Since Hogle-Ireland prepared a GIS-based
zoning map as part of the General Plan Update process, we can efficiently revise the existing zoning
map and assist with the public notice for any required rezoning efforts, if this option is exercised by the
City.
Deliverables
■ Draft Style Sheet and Annotated Outline for the updated Zoning Ordinance (One electronic
document)
■ Administrative Draft (One electronic document)
■ Screencheck Draft (One electronic document)
■ Public Review Draft (One electronic document in Word and one as pdf)
■ Zoning Map (One electronic document) (Optional)
1.-m le Irela i< ln::, Proposal to Prepare City of Rosemead Zoning Ordinance_ 17
0
Task 6 - CEQA Documentation
The environmental review process will be initiated in February 201 land be completed in March/April
2011. Per CEQA, adoption of or an amendment to the Zoning Ordinance is considered a "project," and
environmental review will be required.
Hogle-Ireland, Inc. will prepare and submit for staff review and comment an Initial Study for the updated
Zoning Code, in compliance with the State CEQA Guidelines and any adopted City guidelines. The
appropriate environmental document to be prepared after the Initial Study will be based on an
assessment of potential environmental impacts, review of the Final Program EIR and Addendum for the
Rosemead General Plan, and any supplemental analysis, findings, and mitigation monitoring required
by the provisions of the updated Zoning Ordinance. Based on the consultants' past experience and the
fact that the Zoning Ordinance provisions are fundamentally mitigation measures themselves, the
document is anticipated be a Negative Declaration (ND).
City staff will be responsible for preparing, distributing, and posting the Notice of Intent to Adopt a
Negative Declaration.
Deliverable
■ Initial Study/Negative Declaration (One electronic document)
Task 7 - Final Zoning Ordinance
7. 1.1 - Screencheck Final Ordinance
As described above, the Public Review Draft Ordinance will be the focus of the joint Planning
Commission/City Council Study Session and public hearings. It is anticipated that the Planning
Commission, in its recommendation to City Council, will direct staff to revise components of the Draft
Ordinance. City staff will be responsible for preparing the staff report to the City Council identifying the
Commission's recommended changes.
Following the City Council first reading, we anticipate that changes will be directed. Hogle-Ireland will
review City Council comments with staff and discuss possible resolutions before making the changes.
Before the Zoning Ordinance' effective date, we will prepare a Final Screencheck version to incorporate
all changes made by the City Council. City staff will verify that the document accurately incorporates all
changes approved by the City Council during the adoption process. As we cannot anticipate the scope
of the changes, Hogle-Ireland's budget includes a specific allowance for this task. Any work required
beyond this allowance will be billed on a time-and-materials basis with prior authorization from the City.
7.1.2 - Final Ordinance
City staff will review the Screencheck Final Ordinance and provide any comments to Hogle-Ireland in a
single response document. Hogle-Ireland will revise and prepare the final Ordinance for delivery to the
City for second reading and codification and publication. We will provide an electronic copy in Microsoft
Word and Adobe Acrobat (PDF) software.
18 August 23, 2010 i -W U
of Work and Schedule 0
Deliverables
■ Screencheck Final Zoning Ordinance (One electronic document)
■ Final Zoning Ordinance (One electronic version in both Microsoft Word and Adobe Acrobat
format)
Hole-Ireland, Inc Proposal to Prepare City of Rosemead Zoning Ordinance 19
0
Planning
in Motion
Hogle-Ireland, Inc. This Page Intentionally Left Blank
20 August 23, 2010
Pro'j'ect T
Experie
Planning
in Motion
Hogle-Ireland, Inc,
Project Team and Experiences
Planning
® in Motion
;qlo Ireland, Inc
Our Team
For the Rosemead Zoning Ordinance Update, we offer the City an outstanding team of individuals who
have worked together on several zoning and development codes, specific plans, and similar programs
involving the crafting of modern and innovative land use and design regulations tailored to clients'
specific objectives. The team will be led by Laura Stetson, AICP and Lisa Brownfield of Hogle-Ireland,
with key strategic participation by Bruce Jacobson of Jacobson & Wack. Resumes of team members
are included in this section-
Project Team
E Proposal to Prepare City of Rosemead Zoning Ordinance 21
0
Hogle-Ireland, Inc.
Hogle-Ireland, Inc. is a California corporation and has been in business since January 1988. Our
corporate office is located in the City of Irvine, with two additional full-service offices in Pasadena and
Riverside. We have 40+ professional planners on staff, many of whom have city staff planning
experience and knowledge of regulatory and discretionary processes. When we write zoning and
development codes, we write with the users in mind, and the experience of our staff in city and county
planning agencies gives us a distinct advantage.
The focus of our firm and our reputation is based on providing communities with contract planners, as
well as advance, current, and environmental planning. Hogle-Ireland, Inc.'s services include:
■ Zoning Codes, Development Codes, and
Subdivision Regulations
■ Urban and Community Design
■ Design Guidelines
■ General Plans and Housing Elements
■ Community Engagement
■ Land Use and Site Planning
■ Specific Plans and Community Plans
Graphic Design, Web Design, and GIS
■ EIRs and Other Environmental Studies
■ Contract Staffing and Entitlement
Processing
■ Organizational and Fee Studies
■ Project Management
Our common-sense approach to planning and knowledge of local planning practices and laws allows us
to work with client cities to prepare zoning codes, development codes, and design guidelines that are
practical, innovative, and action-oriented. We have completed projects for diverse communities
throughout California, and now have comprehensive zoning code updates underway in Baldwin Park,
Duarte, Yucca Valley, and La Puente, as well as focused ordinance revisions in Orange, Villa Park, and
Twenty-nine Palms. In addition, we have completed design-focused specific plans in communities such
as Chino Hills, Laguna Hills, and Monrovia. .
Hogle-Ireland staff, while with the firm or prior firms, has led zoning ordinance updates and similar
programs for the following jurisdictions.
■ City of Azusa Development Code
■ City of Baldwin Park Zoning Ordinance
■ City of Duarte Development Code
■ City of La Puente Zoning Ordinance
■ City of Brea Hillside Ordinance
■ City of Commerce Zoning Ordinance
■ City of La Mirada Zoning Code
■ City of Riverside Zoning Ordinance,
Subdivision Ordinance, and Citywide Design
Guidelines
■ City of Newport Beach Zoning Ordinance
■ City of Laguna Hills Zoning Ordinance
■ City of Maywood Zoning Ordinance
■ City of Westminster Zoning Ordinance
■ Nye County, Nevada - Comprehensive
Rezoning
■ City of Lancaster Design Guidelines
(including sustainable design principles)
In addition, we have prepared many general plans that included land regulations for the cities of Brea,
Azusa, Rancho Cucamonga, Claremont, Rialto, Colton, Redwood City, Arcadia, Montebello, Desert Hot
Springs, and Baldwin Park.
22 August 23, 2010
Project Team and Experiences E
We also prepared the Rosemead General Plan, solidifying our experience and knowledge in the City of
Rosemead. We also developed and revised the current Rosemead Zoning Map to be consistent with
the General Plan land use designations. In addition, we prepared both a General Plan EIR and an
Addendum to that EIR. Through the General Plan planning processes, Lisa Brownfield and Jose
Rodriguez are very familiar with local issues and concerns. Ms. Brownfield understands Rosemead's
character and nature. Furthermore, Hogle-Ireland has developed a strong working relationship with
City staff, enabling us to minimize any learning curve and "hit the ground running" for the Zoning
Ordinance Update.
Duarte Development Code
Hogle-Ireland, Inc., in association with Jacobson & Wack, is in the final stages of completing the
comprehensive update to the Duarte Development Code. Preparation of the Development Code
included comprehensively updating zone districts, subdivision ordinance, sign ordinance, and
landscaping section, and incorporating existing design guidelines into codified regulations. The update
also includes a sustainability component that creates a tiered program which applies various green
standards to projects based on their size and scope. Extensive graphics, an example is shown below,
were incorporated into the Development Code to create a more user-friendly document that is easy to
read and implement. Community outreach included a special workshop tailored to updating the sign
ordinance, and several joint City Council and Planning Commission workshops aimed at familiarizing
decision makers with the most important components of the Development Code.
The entire Duarte Development Code is attached for your review.
Duarte Graphic Example: Sedwcks
Right-of-Way
Side Setback
Rear Setback
1 an~a eu
Front Yard
Residential
Structure Raar Yard
raarap
1 Side Yard
Primary Propwty LLw
Building Line-4 Side Setback
LOT DEPTH
r
O
4
v
x
Proposal to Prepare City of Rosemead Zoning Ordinance 23
WE
0
La Puente Zoning Code
Hogle-Ireland, Inc., working jointly with Jacobson & Wack, was selected to draft a comprehensive
update to the La Puente Zoning Code. Located 20 miles east of downtown Los Angeles in the San
Gabriel Valley, La Puente is predominantly residential and home to over 41,200 residents. The new
Zoning Code includes rewriting all of the zone districts, developing a new zoning district map consistent
with the General Plan land use map, reorganizing the entire document, developing new standards
applicable to all zones, and creating a new nonconformities article.
La Puente Graphic Example., Design Guidelines
Baldwin Park Zoning Code
Following an update of its General Plan in the early 2000s, the City of Baldwin Park worked with Hogle-
Ireland staff to complete a comprehensive overhaul of its 1950s-era zoning code. In addition to
completely restructuring the code to make it easier to use, Hogle-Ireland created two new mixed-use
zones to implement General Plan land use policy, modernized the parking regulations, crafted new
regulations to address emergency and transitional housing (pursuant to new State law), and established
streamlined administrative review procedures.
The program included the creation of a new GIS-based zoning map and a citywide rezoning effort to
achieve General Plan consistency. To help property owners understand the implications of the
rezoning effort, Hogle-Ireland prepared an informative newsletter-with a full Spanish-language
translation-and conducted focused public workshops to address property owners questions and
concerns.
24 August 23, 2010
Staggered Building Planes
Project Team and Experiences
Jacobson & Wack
The partnership of Jacobson & Wack is a specialized firm providing planning consulting services
exclusively to California cities and counties since 1980. Mr. Jacobson and Mr. Wack represent
approximately 60 years of collective local planning experience in the public sector and in private
consulting practice. Jacobson & Wack specializes in the implementation of community planning
programs through the preparation of development codes, zoning and subdivision ordinances, local
coastal programs, and rezoning studies and related programs.
As a Principal with Jacobson & Wack, Bruce Jacobson is a land use planner and administrator with
over 30 years of planning experience. With Jacobson & Wack he has worked on over 90 zoning
ordinances, subdivision ordinances, design guidelines, and development codes. Earlier planning
positions include Deputy Planning Director for San Luis Obispo County, Principal Planner for Ventura
County, and Planning Director for the City of Santa Paula.
Mr. Jacobson's resume lists the many projects in which he has participated. Those focusing exclusively
on zoning include comprehensive and focused code updates for the following cities and counties.
Cities
Brea
La Puente (with Hogle-
Brentwood
Ireland)
Burbank
Livermoore (form-
Campbell
based)
Carpinteria
Lompoc
Clovis
Loomis
Cotati
Malibu
Culver City
Mountain View
Cypress
Newport Beach (with
Duarte (with Hogle-
Hogle-Ireland)
Ireland)
Novato
Fillmore
Ojai
Grass Valley (form-
Oxnard
based)
Pasadena
Gustine
Pismo Beach
Huntington Park
Rancho Mirage
Counties
San Ramon
Fresno
Santa Rosa
Los Angeles
Seaside
Santa Barbara
Soledad
Solano
South Pasadena
Sonoma
Stockton
Tracy
Tustin
West Hollywood
Windsor
Hoglt_ It el :rxi, Ir K~ Proposal to Prepare City of Rosemead Zoning Ordinance 25
H
m
Planning
"Motion
Hogle-Ireland, Inc.
26 August 23, 2010 =
N
Laura Stetson, AICP
Vice President
Planning
® in Motion
Hogle-Ireland, Inc.
EDUCATION
B.S., Stanford University, 1983
Graduate Coursework
Public Administration
American University
YEARS OF EXPERIENCE
25
PROFESSIONAL
AFFILIATIONS
American Planning Association
American Institute of Certified Planners
Ms. Stetson led a team of specialists to prepare the City of
Riverside's key land use regulatory tools: the General Plan, the
zoning ordinance, the subdivision ordinance, and citywide Design
Guidelines, as well as a Program EIR. The program involved
working with many community groups to affirm direction defined
through a prior visioning process and economic strategy study.
As part of crafting a vision for the City of Claremont that was to be
integrated into the General Plan, Ms. Stetson led a multi-layered
public involvement program, including working with a 100+
member General Plan Committee with topic-oriented
subcommittees.
In addition to the projects described above, experience includes
managing the following projects:
Rialto
Professional Experience
Ms. Stetson has served as project manager on general plans,
zoning codes, specific plans, and special planning studies for
diverse cities throughout California. In this capacity, she has
worked with advisory committees, commissions, and councils to
develop long-range goals, policies, and programs, and to craft the
regulatory tools to implement those programs. She has conducted
background research for planning, written plan elements,
coordinated preparation of plans and related environmental
documentation, and presented recommendations to decision-
making bodies. She also directs preparation of CEQA documents,
either as part of planning programs or to address development
projects.
Ms. Stetson is in charge of the Hogle-Ireland Pasadena office and
manages projects for a variety of public sector clients. Recent
experience includes comprehensive zoning code updates for the
cities of Duarte, La Puente, and Baldwin Park, and serving as
managing principal for General Plan updates in Redwood City,
Arcadia, Rancho Cucamonga, and Torrance.
Proposal to Prepare City of Rosemead Zoning Ordinance 2 7
Colton Chino Hills Del Mar Station Mixed Use
Manhattan Beach Commerce Palmdale Water District MP
Montebello La Mirada Rosedale Planned
Community (Azusa)
Monterey Park Maywood Pasadena Land Use and
Mobility
0
28 August 23, 2010
EDUCATION
Lisa A. Brownfield
Planning
® in Motion
H;xqle•Ireland, Inc.
M.A., Urban Planning, University of California, Los
Angeles, 1988
B.S., Urban Planning, California State Polytechnic
University, Pomona. 1983
YEARS OF EXPERIENCE
za
PROFESSIONAL
AFFILIATIONS
American Institute of
Certified Planners. 1990
American Planning Association
HONORS/PUBLICATIONSIACTMTIES
American Planning Association, California Chapter.
Outstanding Achievement for Large Jurisdiction
Planning Effort. City of Los Angeles for the General
Plan Framework
Project Manager
Professional Experience
Ms. Brownfield has extensive experience in private sector and
public sector planning. Her 18 years of project management
experience includes leading large consultant teams and city staff;
formulating, monitoring, and ensuring compliance with project
budgets and schedules; ensuring all technical and presentation
materials and products are of the highest quality; envision,
creating, and facilitating significant public outreach programs; and
presenting technical concepts, plans, and managerial reports to
decision-makers, members of the public, and related
professionals.
In addition to project management expertise, Ms. Brownfield has
diverse technical experience. She has prepared all mandatory
and many optional elements of general plans; prepared policy
documents that highlight sustainability, smart growth, healthy city
concepts, prepared industrial, commercial, and recreation oriented
specific plans; conducted special land use, housing, and
circulation studies; reviewed and amended zoning and
development codes; and conducted and prepared many
environmental reviews and analyses.
Ms. Brownfield served as the Project Manager and Technical
Writer for the innovative Azusa General Plan and Development
Code creating a hybrid blending land use, traditional, and form
based plan and code. Ms. Brownfield served the same role in the
Redwood City General Plan where form based, smart growth,
sustainability, and "healthy cities" concepts are paramount. All of
Ms. Brownfield's general plans, specific plans, and community
plans are self-mitigating, where the environmental impacts
associated with the plans are primarily mitigated through plan
policy change.
She also served as the Project Manager for the comprehensive
Master EIRs prepared for the Westlake Village General Plan,
Rosemead General Plan, and Huntington Beach General Plan. As
project manager, she ensured that the plans are self-mitigating
and the EIRs are accurate, concise, and understandable.
Mitigation monitoring plans and a statement of overriding
considerations were prepared for air quality (all three projects),
and traffic, solid waste, and recreation for the Rosemead General
Plan.
Additional experience includes:
■ Functioning as the Project Manager and technical author for
the City of Ontario, CA, Sphere of Influence Specific Plan and
EIR, the Big Bear Lake Moonridge Corridor Specific Plan and
EIR, and the Inglewood International Industrial Corridor
Specific Plan
■ Provision of staff services for the City of Azusa Rosedale
Residential Development Project.
Proposal to Prepare City of Rosemead Zoning Ordinance 29
0
3 0 August 23, 2010
0
Jose M. Rodriguez, AICP
Associate Project Manager H
Professional Experience
Planning
® in Motion
Hogle-Ireland, Inc.
EDUCATION
M.A.. Urban Planning
University of Califomia, Los Angeles, 2001
B.S., Urban and Regional Planning
California State Polytechnic University. Pomona, 1998
YEARS OF EXPERIENCE
13
PROFESSIONAL
AFFILIATIONS
American Institute of Certified Planners (AICP)
American Planning Association (APA)
Mr. Rodriguez has extensive and varied experience in urban
planning. He has been a member of teams preparing general
plans, specific plans, zoning ordinances, housing elements,
design guidelines, and special planning studies. Additionally, he
provides geographic information system (GIS) management for a
variety of projects. He has a high level of expertise in managing
advance planning projects.
Prior to joining Hogle-Ireland, Inc., he worked as a planner for
several Southern California cities.
General Plans
Mr. Rodriguez has extensive experience preparing general plans
for various cities throughout California. He has been involved in
preparing background reports, conducting technical research,
preparing land use build-out forecasts, evaluating city goals and
policies, setting up implementation programs, and preparing
numerous graphics and illustrations. He has developed goals and
policies addressing sustainability; reducing green-house gases
and vehicle miles traveled; and promoting walking, bicycling, and
transit use. He has prepared numerous elements ranging from
historic resources to governance.
Mr. Rodriguez has prepared hundreds of GIS maps and analyses
related to land use alternatives impact analysis. He has also
created long-range forecasts involving population, housing units,
employment, building square feet, sales tax revenue, water usage,
and vehicle trips.
Mr. Rodriguez has been integral in the preparation of the following
general plans:
■ Rancho Cucamonga General Plan
■ Redwood City General Plan
■ Rialto General Plan
■ Rosemead General Plan
■ Claremont General Plan - this project was awarded a
Comprehensive Planning Award from APA
■ Manhattan Beach General Plan
■ Brea General Plan - this project was awarded a
Comprehensive Planning Award from APA
Zoning Ordinances and Development Codes
Mr. Rodriguez has experience preparing zoning ordinances and
development codes. He has worked on the first-ever zoning
ordinance for the City of Rancho Santa Margarita, and is currently
working on the La Puente and Duarte Development Codes. He
has also prepared numerous graphics and exhibits to help
illustrate complex zoning concepts.
Proposal to Prepare City of Rosemead Zoning Ordinance 31
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3 2 August 23, 2010 0
Genevieve Sharrow
Associate Project Manager H
Professional Experience
EDUCATION
Planning
® in Motion
HL.gle-Ireland, Inc.
M.A.. Urban Planning
Concentration: Physical Planning and Urban Design
University of California,
Los Angeles, 2007
Ms. Sharrow provides a broad range of planning and planning
related services to clients. Her primary responsibilities include
preparing and assisting in the preparation of:
■ General Plans
• Zoning Ordinances
■ Housing Elements and housing-related documents (CDBG
Consolidated Plans and Analysis of Impediments to Fair
Housing Choice)
• Environmental documents
B.S., University of Michigan
2002
She also provides geographic information system (GIS) support
for a variety of projects. She is proficient with multiple statistical
and spatial analysis software tools including ArcView and SPSS
YEARS OF EXPERIENCE
as well as Rhinoceros, an architectural model rendering software.
5
Her experience in academia and working with local jurisdictions
has given Ms. Sharrow the background to complete advanced
PROFESSIONAL
analytical work while being able to maintain the perspective of a
AFFILIATIONS
land use planner.
American Planning Association (APA)
US Green Building Council Emerging Green Builders-
Ms. Sharrow has extensive experience with long-range planning
Los Angeles (EGB-LA)
documents and implementing codes, including the following:
■ Baldwin Park Zoning Code
■ Duarte Development Code
■ Lincoln Avenue Specific Plan (City of Pasadena)
■ Redwood City General Plan
• Rialto General Plan
■ Rancho Cucamonga General Plan
In addition, she has assisted many cities with successful
completion of their housing elements, including serving as project
manager for the City of Azusa Housing Element. Representative
clients include the cities of:
• Alhambra
■ Baldwin Park
■ La Puente
■ Laguna Woods
■ Monterey Park
■ Vernon
Her CEQA experience spans diverse projects, such as preparing
Initial Studies for cell tower sites to a Consistency Findings
document for the Duarte Development Code project.
As an intern with the City of Pasadena, Ms. Sharrow created
documents and procedures to assist with education and outreach
related to the green building program, including website
development and awards applications.
Proposal to Prepare City of Rosemead Zoning Ordinance 33
0
3 4 August 23, 2010
Jacobson & Wack
The partnership of Jacobson & Wack is a specialized firm providing planning consulting services exclusively
to California cities and counties since 1980. Mr. Jacobson and Mr. Wack represent approximately 60 years of
collective local planning experience in the public sector and in private consulting practice. Jacobson & Wack
specializes in the implementation of community planning programs through the preparation of development
codes, zoning and subdivision ordinances, local coastal programs, and rezoning studies and related programs.
Bruce Jacobson, Principal
_ . - - -
Principal with Jacobson & Wack, Bruce Jacobson is a land use planner and adrtrinistrator with over 30 years
of planning experience. With Jacobson & Wack he has worked on over 100 zoning ordinances, subdivision
ordinances, design guidelines, and development codes. Earlier planning positions include Deputy Planning
Director for San Luis Obispo County, Principal Planner for Ventura County, and Planning Director for the
City of Santa Paula.
His work on the City of San Bernardino Development Code was recognized with a national award
for outstanding planning firm the American Planning Association. The APA award selection jury cited
die Code's easy to use format, graphics, and straightforward (non-legalese) language as major attributes
contributing to the "user-friendly" nature of the Code. The San Bernardino Development Code combined
zoning, subdivision, design guidelines, and hillside preservation standards into one comprehensive, internally
integrated document.
Brice Jacobson prides himself on working very closely with the client throughout the update process to
ensure that the finished product meets/surpasses the client's needs and expectations for an updated zoning
document that is uniquely crafted to serve the client/community needs for an easy to use and enforce, legally
defendable set of zoning regulations. From initial general plan and code review and assessment, public
outreach, organizational and formatting style selection, drafting of individual segments, meeting and refining
the draft segments, through to the public heating and adoption phases of the project, Mr. Jacobson can be
counted on for continual hands on client collaboration and guidance.
Bruce Jacobson's previous experience and education include the following milestones:
• Designer and project facilitator, Robert E. Donald, Architect & Associates, Beverly Hills
• Planning Director, City of Santa Paula
• Principal Planner/Deputy Planning Director, Ventura County Environmental Resources Agency.
Directed the Plan Administration and Implementation Division, which was responsible for all land
use development applications, zoning/subdivision processing and ordinance revisions,
environmental review, zoning enforcement, public information, etc.
• Manager, Ventura County Guidelines for Orderly Development
• Manager, Ventura County Subdivision Ordinance comprehensive revision
• Deputy Planning Director, San Luis Obispo County Planning Department. Directed the Current
Planning Division, which was responsible for land use permit and subdivision processing, building
permits and inspection, rezonings and ordinance revisions, zoning enforcement, public information,
e tc.
• Member, Kem County Housing Element Citizens Advisory Committee
• Director and Officer, Mid-State Development Corporation (Small Business Administration)
• B .S. degree in City and Regional Planniung, at California Polytechnic State University in San Luis
Obispo
• Member, American Planning Association
• Instructor for U.C. Davis Extension (Redesigning the Zoning Ordinance) and U.C.L.A.
Extension (Designing and ImplementingEH'ective Zoning Ordinances).
Hcx11e if :-1,ic+r,o.,, iri;; WE- _ Proposal to Prepare City of Rosemead Zoning Ordinance 35
■
3 6 August 23, 201 0 ff- u
Ref
Planning
in Motion
Hogle-Ireland, Inc.
References NER
Planning
® in Motion
b ,qie-Ireland, Inc
We invite you to contact the current and former clients regarding the talents, creative thinking, and
overall abilities of our team, and particularly our ability to deliver projects on time, on budget, and to our
clients' satisfaction.
Hogle-Ireland, Inc.
Amy Harbin, City Planner
Guillermo Arreola, City Planner
City of Baldwin Park
City of La Puente
(626) 960-4011 ext 475
(626) 855-1500
aharbin(a)baldwinpark.com
garreola@lapuente.org
Diane Jenkins, Principal Planner
David Crabtree, City Planner
City of Riverside
City of Brea
(951) 826-5658
(714) 990-7600
dijenkins(ariverside.gov
davidc@ci.brea.ca.us
Jacobson & Wack
Tom Last, Director
Gregg Ramirez, Senior Planner
City Grass Valley
City of Newport Beach
(530) 274-4711
(949) 644-3219
Denver Miller, Zoning Administrator David Goodison, City Planner
City of Pasadena City of Sonoma
(626) 744-6733 (707) 938-9681
Proposal to Prepare City of Rosemead Zoning Ordinance 37
m
Planning
® in Motion
Hogle-Ireland, Inc.
38 August 23, 2010
This Page Intentionally Left Blank
1xim
Planning
in Motion
Hogle-Ireland, Inc.
www.hogleireland.com
Proposal to Prepare
City of Rosemead Zoning Ordinance
Cost Estimate and Fee Schedule
Prepared for:
City of Rosemead
8838 E. Valley Boulevard
Rosemead, CA 91770
Prepared by:
Hogle-Ireland, Inc.
201 South Lake Avenue
Suite 308
Pasadena, CA 91101
In association with:
® JACOBSON WACK
Land Use Planning Consultants
August 23, 2010
Planning
® n Motion
-;ind, Inc.
Irvine
it land 1'lannirtg&1)erielopin"it CimsullingEirm
August 23, 2010
Sheri Bermejo, Principal Planner
City of Rosemead
8838 East Valley Boulevard
Rosemead, California 91770
(626) 569-2140
Subject: Cost Proposal - Zoning Ordinance Update
Dear Ms. Bermejo:
Hogle-Ireland, Inc., in association with Jacobson &
Proposal for the comprehensive update of the City
accompanies our Work Scope proposal which, per
under separate cover.
Rivcrsidc
Pasadena
Wack, is pleased to present this Cost
of Rosemead Zoning Ordinance. This
the City's request, has been submitted
The work program and budget are based on our understanding of the requirements expressed
in the Request for Proposals (RFP), discussions with City staff, our knowledge of Rosemead,
and our experience preparing regulations for communities similar to Rosemead. We
understand the City's desire to complete the update quickly and within a limited budget. Thus,
we propose an approach that allows for work sharing between the consultant team and
Planning staff, and that will allow the program to be completed before June 2011. In the kick-off
meeting, we will work with you to refine the work scope, schedule, and budget to best fit your
needs and objectives. Both are flexible and can be adjusted.
We look forward to meeting with you to discuss our ideas. If you have questions about our
proposal, please contact me or Lisa Brownfield.
at (626) 356-4460.
Regards, ~ /
s irv "1/
Laura Stetson, AICP
Vice President
31.11 Sottih Lake :1reit uc. Suat c 3418 1 Pasadcnr, CA 911U1
~s%v%i.lto.lcireIail d.cnm
~ t: 626 356.4460 1 f: 6S6.3j6.A464
Cost Estimate and Fee Proposal
Planning
® in Motion
i )o_41o Ireland, Inc.
The matrix on the following page presents the budget to complete the work plan detailed in the
separate Work Scope Proposal. In putting together the scope and budget, we have been
mindful of the budget the City has developed for this project, and we have drawn upon our
extensive experience and the effort we know is required to complete a comprehensive Zoning
Ordinance update. We identify specific tasks that City staff can undertake to assist our team in
updating the Ordinance.
Additional and optional tasks can be added (such as our participation in stakeholder interviews,
zoning map update, sustainability standards, and community design standards) if the City
wishes. The budget and work plan are flexible and can be adjusted to ensure that both fully
address the City's needs. In the event the City has allocated additional funding for this project,
we can revise our budget and work plan and take on more work that was assigned to City staff.
All deliverables will be in electronic format so that consultant budget resources can be focused
on preparing the new Ordinance. Also, for certain tasks-such as public hearings and making
final revisions following City Council action-we identify as allowances so that City staff can
determine whether to use our staff or undertake the task themselves.
Cost Proposal to Prepare City of Rosemead Zoning Ordinance
0
Planning
in Motion
Hogle-Ireland, Inc. Tn ~ Page Intent orally Left QlanK
2 August 23, 2010 9
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Cost Estimate and Fee Proposal
HQGLE-IRELAND SCHEDULE
OF HOURLY
A Lund Planning & IMehl pmen1 Consullitig 1•irm RATES
HOGLE-IRELAND, INC.
HOURLY RATES
Effective September 1, 2009
CLASSIFICATION
RATE
President/ Executive Vice President
175.00 to 190.00
Vice President
160.00 to 180.00
Principal
150.00 to 170.00
Director of Environmental Planning
140.00
Senior Designer
140.00 to 150.00
Senior Project Manager
135.00 to 150.00
Project Manager
125.00 to 140.00
Senior Associate Project Manager
115.00 to 125.00
Associate Project Manager II
105.00 to 115.00
Associate Project Manager 1
100.00
Assistant Project Manager II
90.00
Assistant Project Manager 1
75.00
Project Technician
65.00
Word Processing
65.00
All hourly rates include normal overhead. Reimbursable expenses, including blueprints, etc., will be billed at cost
plus 10%. Hourly rates are updated periodically. Expert Witness for deposition & testimony will be billed at
$ 350.OOmour.
F-iogle - Ir eLif Id" Iric Cost Proposal to Prepare City of Rosemead Zoning Ordinance
i
Planning
® in Motion
Hogle-Ireland, Inc.
8 August 23, 2010
This Page Intentionally Left Blank
CIV
is
O L U T I O N S
CITY OF
ROSEMEAD
PROPOSAL FOR ZONING
ORDINANCE UPDATE
AUGUST 23, 2010
CIVIC
SOLUTIONS
August 23, 2010
Sheri Bermejo
Principal Planner
CITY OF ROSEMEAD
8838 E. Valley Blvd.
Rosemead, CA 91770
RE: Proposal for Preparation of the City of Rosemead Zoning Ordinance Update
Dear Ms. Bermejo,
Civic Solutions is pleased to present this proposal for a comprehensive Zoning Ordinance Update
for the City of Rosemead. We are offering an outstanding team of professional talent in urban
planning, with extensive public sector municipal planning experience. Our understanding of the
community gained through our recent work with you on mixed-use guidelines and development
standards will allow us to quickly get "up to speed" on this assignment. Our project manager has
served as a Planning Director, administering zoning controls, and has drafted numerous zoning
ordinances, zoning code revisions and development regulations. Our approach is based on
implementation of the City's 2008 and 2010 General Plan updates, community consensus and
values, economic feasibility, and clarity and ease of use. We believe that this Ordinance update
process will provide the City of Rosemead with a contemporary, user-friendly zoning ordinance that
implements the goals and policies of the City's General Plan and enhances economic development
opportunities. By engaging in dialogue with stakeholders and the public, we will ensure that the
City's vision and current needs are addressed throughout its Zoning Ordinance.
Civic Solutions, Inc. is a community development consulting firm providing comp-rehensive urban
planning and entitlement services to public agencies. The firm was established in 1991, and has
been in business for the past 19 years. We are uniquely qualified to provide your requested Zoning
Ordinance update as we have extensive experience in all public policy areas, we have recent
experience working in the City, and our team includes a full range of capabilities including
development codes, architectural design guidelines, land planning, environmental planning, and
urban design, as well as community outreach programs. We are offering an outstanding team that
is familiar with the latest tools in development code format, content and design, and have a working
knowledge of current State and federal laws affecting cities.
Project Understanding
We understand that the City's existing code was developed many years ago, much of it
incorporated from Los Angeles County codes upon incorporation, and contains inconsistencies
resulting from revisions/additions over the years. In addition, the recent General Plan updates have
exacerbated the need to create a strong General Plan implementation tool and satisfy the legal
requirement for Zoning Code consistency with the General Plan, along with the need to address
Zoning Code internal consistency.
27362 Calle Arroyo
San Juan Capistrano. CA 92675
949/489-1442
949/240-8068 FAX
www.civicsolutions.com
Sheri Bermejo
City of Rosemead
August 23, 2010
Page 2
Along with these consistency issues, the Code also needs to be made contemporary, incorporating
modern development regulations for such things as Conditional Use permits, parking standards, density
bonus criteria, performance standards, administrative processes for simple planning matters, graphic
examples to help lay-person understanding of regulations, and clarity of format and presentation to make
the document user-friendly for both the public and the staff planner who must implement and enforce the
code.
In addition to ordinance content issues, we understand the update work program needs to be completed
within the City's 2010-2011 fiscal year (by June 1, 2011), and that the work program needs to be
comprehensive yet very efficient due to both the timeframe and the maximum $45,000.00 budget
allocation for the work.
Our Approach
Given our project understanding, Civic Solutions approach to this assignment addresses both the code
modernization and update needs, and the time and budget constraints.
Content Approach: Civic Solutions approach to this assignment entails staging the work around the
priorities identified in the RFP. We will prepare a comprehensive assessment of content and features
within the existing zoning ordinance and regulatory documents, and identify issues requiring
immediate/emergency ordinance revision. Subsequent ordinance update recommendations will
incorporate built environment conditions, updated General Plan policies and implementation direction,
and those issues gleaned from research efforts, field work, and stakeholder input.
Our proposal sets out a work program that is sensitive to all stakeholders, and includes provision for
public participation. Based on public input, staff input and Council direction, we will produce a document
that is user-friendly. To the extent fees are within the budget, we will also include graphics, diagrams, and
text to support the graphcs. We will address all elements of the General Plan, including densities and
designations that will be responsive to the Housing Element implementation, and ensure that permitted
uses and levels of development intensity support economic development objectives.
Time & Budget Approach: The time and budget constraints along with the need to prepare a
comprehensive code update requires a creative approach that utilizes all resources available to the
project. For these reasons Civic Solutions proposes a "collaborative" approach blending the resources
and knowledge of both Civic Solutions staff and City planning staff.
Our Scope of Work defines the work tasks we believe necessary to produce the regulatory tool the City
needs. However, we recognize that this scope cannot be accomplished by a consultant team within the
$45,000.00 budget allocation. For this reason we have assigned many of the work tasks to be completed
by City staff in a collaborative, integrated effort between our team and the City staff. We believe this
approach offers several benefits to the City. First, it enables the work program to produce a
comprehensive and modern code update rather than try to cut the work effort down to fit the budget.
Second, it will allow us to identify the immediate interim update needs more quickly and efficiently due to
staffs familiarity with community issues. Third, it creates a joint work effort where Civic Solutions staff can
provide some training/mentoring of City staff as a result of the integrated working relationship.
We have found this collaborative approach to be very successful in other on-call planning services
contracts, and we have already established a good working relationship with the planning staff in our
recent work for the City on the Mixed-use Overlay Zone.
Sheri Bermejo
City of Rosemead
August 23, 2010
Page 3
Our Project Manager
Roger Mobley, AICP, will serve the function of Project Manager and will provide oversight and
coordination for all consultant functions throughout the length of the contract. Roger brings over 40 years
of planning experience, 14 of which were in municipal planning departments, and 5 of those years as a
municipal Planning Director. Roger provides an extensive depth of knowledge in preparation of and
implementation of advanced planning documents, ordinances, development standards, design guidelines,
and specific plans. He has prepared zoning code revisions, sign ordinances, specific plans adopted by
ordinance with integrated development regulations, general plan elements, hillside protection ordinances,
and redevelopment studies.
Roger will be responsible for all staff liaison, contract management and manpower scheduling. He will
participate in and oversee all work products, including quality control, and will be assisted with project
execution by our team of professional planners.
Why Should the City of Rosemead Select the Civic Solutions Team?
• Directly related project experience
• Work in cities of similar size
• Excellent Urban Design and Zoning Ordinance references
• Talented and experienced Project Manager and team
• Recent successful work experience in the City with planning staff
• Team philosophy that stresses community values, consensus building, design quality, economic
feasibility, and implementation feasibility
We look forward to the opportunity to work together to create a contemporary ordinance that implements
the community's goals for identity, place and economic prosperity, as envisioned in the General Plan. We
are sure that we will be able to provide the City of Rosemead with a comprehensive Zoning Ordinance
update that will facilitate successful implementation of these goals.
Sincerely,
CIVIC SOLUTIONS, INC.
Thomas G. Merrell. AICP
President
C I V I C
SOLUTIONS
TABLE OF
CONTENTS
1- EXECUTIVE SUMMRY 02
2- SCOPE OF WORK AND SCHEDULE 04
3- FIRM QUALIFICATIONS AND PERSONNEL 13
4- EXPERIENCE AND REFERENCES.. 18
5- COST ESTIMATE AND FEE SCHEDULE 19
APPENDIX
RESUMES
CIVIC SOLUTIONS 10
EXECUTIVE
SUMMARY
®CIVIC
ll I I ~I V
CIVIC
S O L U T ION S
SECTION 1
EXECUTIVE
SUMMARY
Project Understanding
The existing zoning code was adopted many years ago and contains revisions and additions
that have created internal inconsistencies. Many standards do not reflect contemporary
development patterns. Recent General Plan updates have also incorporated policies and
implementation measures that are inconsistent with the existing code, creating a legal
issue for the City. Some of the inadequacies of the existing code are perceived by the City
to require immediate revision action prior to completing a comprehensive code update.
In addition to zoning code content issues, we understand that the City has
established a timeframe and budget for the project that will require a creative and
very efficient approach to complete within the current fiscal year and within budget.
Project Approach
Our approach to the project addresses both content update needs and time and
budget constraints. In addressing content needs we will prepare an early assessment
of the existing code, General Plan and other related ordinances to identify both
immediate priority revision needs and additional revision needs that the update
process must address. Priority issues will have early ordinance revisions prepared.
All amendment recommendations will be focused on implementation of General
Plan goals and policies and tools to enhance economic development opportunities.
Time and budget constraints will be addressed through a collaborative, shared staffing
approach to the scope with many work tasks to be completed by City planning staff. This
approach will expedite the update process by relying on staff knowledge of immediate
revisions needs. We will also submit the updated code in sections for City review and buy-off
which will also help expedite the process. This approach allows for mentoring of City staff in
the shared work process and avoids the need to reduce the scope of work to fit the budget.
Scope of Work Overview
Our scope of work is organized into four phases, summarized as follows:
Phase 1: Initial Reconnaissance focuses on analysis of existing code deficiencies,
gathering of stakeholder input on existing code issues, and gaining an understanding of
existing development conditions in the community
Phase 2: Assessment of Priority Actions focuses on preparing an assessment of existing
zoning code issues that need to be addressed. As a part of this process priority issues will
be identified and possible solutions and/or methods to address them will be researched.
Working with staff, priority ordinance revision recommendations will be made and presented
in a joint workshop to the Planning Commission and Council for approval to move forward.
With Council direction, priority ordinance revisions will be drafted and taken to Council for
adoption.
Phase 3: Prepare Administrative Review draft Zoning Code Update focuses on preparing
an initial screen check draft of the comprehensive Zoning Code update for City review and
comment. This will be an incremental process with sections submitted for staff review as
they are completed. Based on City review comments, the screen check draft will be edited
to prepare a public review draft of the Zoning Code update. CEQA documentation will also
be prepared during this phase.
Phase 4: Public ReviewandAdo taionfocusesonthefinalprocesstoadoptacomprehensive
Zoning Code update. A second joint Planning Commission/Council workshop will be held to
present the comprehensive draft code update and solicit public comment on the draft code.
Based on the workshop input, edits to the draft will be made and a final draft will be prepared
for public hearings and adoption.
CIVIC SOLUTIONS 20
C I V I C
O L U T I O N S
Proposal Highlights
Key components of our proposal include the following:
Creative structure of the work plan to complete a comprehensive code update
within the allotted time and budget without having to reduce the work effort or
cut out important components of the work program.
A collaborative staffing approach which blends consultant and City staff to
complete assigned tasks within the scope of work.
Early identification of priority code issues and preparation of priority code
amendments ahead of the complete code update.
• Joint Planning Commission and Council workshops to keep Commissioners
and Council members on the same page regarding the update process.
• Assignment of very experienced consultant staff with familiarity of the City
and Planning staff through recent code update experience with the Mixed-use
Development Standards.
• Emphasis on implementation feasibility in the update process to give the
City the tools it needs to facilitate beneficial economical development and
preservation of community character.
CIVIC SOLUTIONS 30
SCOPE OF WORK
AND SCHEDULE
CIVIC
f N ,
C I V I C
S O L U F I() NS
SECTION 2
SCOPE
OF WORK AND
SCHEDULE
METHODOLOGY & APPROACH
Civic Solutions proposes a scope of work organized into four phases. The following summary
describes the approach and methodology for each of the tasks within the sequential phases
of work. Tasks to be completed by City staff and tasks to be completed with City staff
participation are so indicated in italics.
PHASE 1. INITIAL RECONNAISSANCE
This initial phase is intended to accomplish a number of important first steps in our work
program, including the following:
• Establish communication links and protocol with City staff,
• Establish an understanding of information sources,
• Finalize the project schedule and milestones with staff, and
• Act as a discovery process looking at the existing Zoning Ordinance and
updated General Plan and gathering input from various community members
and organizations on issues and concerns to be addressed.
A. Kick-Off Meeting and On-going Communication
The key members of the Civic Solutions (CSI) team will meet with City staff to review the
project objectives and the project schedule and milestones, and finalize the community
outreach process. We will use this opportunity to allow the City to brief our team on specific
attributes of the planning effort, key hot spots, and specific ordinance concerns and issues
that have been previously identified.
Baseline data will be provided to the project team at this time and a city reconnaissance tour
will be conducted. We will discuss issues and determine who is responsible for gathering
certain data and providing, maps, graphics and technical text. CSI will participate in monthly
status meetings by teleconference. Additional meetings may occur at milestone points as
needed. Items to be covered in the initial meeting are as follows:
• Review project objectives
• Staff briefing on specific issues, hot spots, concerns
• Review schedule
• Identify data sources, base mapping, and City contacts.
• City tour
B. Review Existing Zoning Ordinance, Updated General Plan, and Other Background
Information
In order to approach the project with a clear understanding of the issues and history, we
will conduct a critical review of the existing Zoning Ordinance, review other background
information and/or ordinances provided by staff, and prepare a matrix analysis of the General
Plan policies and identified implementation measures by Element. The team will also identify
all State and federal laws that need to be addressed. We will take a more in-depth tour of
the City and take note of existing conditions, relationship to surrounding properties and uses,
vehicular access and circulation, parking, landscaping, architectural style and other relevant
factors. We will also identify any key neighborhoods and areas identified by the City as
areas of concern. Using digital camera technology, photographs will be taken of key items
for presentation and discussion.
Specific issues to assess in the existing Zoning Ordinance include:
• Lack of clarity
CIVIC SOLUTIONS 40
C I V I C
S O L U T I O N S
• Internal consistency
• Consistency with GP policies & implementation measures
• Outdated uses and definitions
• Un-necessary repetition
• Identify lacking components
• Preliminary need for graphic examples
• Compliance with state law
• Adequacy of administrative mechanisms
• Ease of implementation/enforcement
C. Prepare Public Outreach Mailing List (Completed by City staff)
A list of agencies, individuals and interest groups will be compiled to provide notice and/or
information regarding workshops and hearings for the update process.
D. Conduct Stakeholder Input Process
Consultant will work with staff to identify all stakeholders to be interviewed. Interviews are
anticipated to be held with all Council and Planning Commission members, key city staff,
representatives from the Chamber of Commerce and any downtown business owners or
merchants associations, and representatives from the building industry. We will arrange for
a full day of continuous interview appointments and ask that staff facilitate setting up the
interview schedule and interview venue.
Interviews will be structured only to the extent of asking essential questions of each person,
and then allowing adequate time for open exchange of ideas and information. Any information
offered on condition of anonymity will be respected and reported without revealing the
source.
Anticipated interviews with key stakeholders
• Council
• Planning Commission
• Staff
• Chamber of Commerce
• Any Business Owners associations
• Development community representatives
Phase 1. Deliverables
1. Work program and Work Schedule in schematic format
2. Public Outreach Contact List
3. Stakeholder Interview summary memo
PHASE 2. ASSESSMENT OF PRIORITY ACTIONS
This second phase of the work program is intended to assess existing Zoning ordinance
issues, identify priority revision needs, and draft the necessary ordinance amendment
language to provide immediate solutions for the priority issues.
A. Compile List of Known Zoning Ordinance Issues (completed by City staff)
A detailed list of priority issues with the existing Zoning Ordinance will be prepared and
prioritized. This list will include both deficits in the existing ordinance and omissions that
reduce or prevent the ability of the City to manage important current land use development
decisions.
CIVIC SOLUTIONS 5 E
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S O L U T I O N S
B. Research Possible Solutions to Identified Priority Issues (Completed by City staff)
Research will be conducted to find examples from other municipal or state agencies who
have found feasible solutions to the identified priority issues. Such examples are intended to
provide both practical approaches and ordinance formats for addressing the issues.
C. Prepare Assessment Findings Report & Priority Ordinance Revision
Recommendations
Following the stakeholders interviews and the review of existing planning documents under
Task B above, the consultant team will prepare a findings report summarizing the following:
• Identification of substantive and structural issues in the existing Zoning
Ordinance;
• Identification of State and/or Federal laws that are not being adequately
addressed;
• Development issues identified in community reconnaissance;
• Summarization of stakeholder interview comments;
• Recommendations for Priority Ordinance revisions to address immediate zoning
control issues.
D. Conduct Joint Workshop #1: Council S Planning Commission
Conduct a Joint Council/Planning Commission workshop in collaboration with City staff that
will be open to the public. The purpose of this workshop will be as follows:
Review the Zoning Ordinance update project and its intended purpose and
timeline
Review the process and findings of the Assessment Report
Conclusions of the existing Zoning Ordinance assessment
Findings of stakeholder interview input
Summary conclusions from assessment process
Recommendations for immediate Ordinance revisions
Solicit any public audience input on the update process
The objective of the meeting will be to gain consensus among the Council and Commission
members on the key issues to be addressed in the update and what, if any, immediate
emergency ordinance revisions are necessary.
E. Draft Text for Priority Revisions
Prepare draft text for each proposed priority revision. Text will not be drafted in ordinance
format but will form the basis for subsequent preparation of revision ordinances for Council
adoption. (shared task between Consultant and City staff
F. Draft Priority Ordinance Revisions, Staff Reports & Notices (Completed by City
staff)
If priority ordinance revisions are deemed necessary, Consultant will assist staff in preparing
draft ordinance revision language, staff reports, and notices for Planning Commission and
Council action.
CIVIC SOLUTIONS 6
CIVIC
S O L U T I h S
G. Attend Planning Commission and City Council Hearings for Priority Revisions
Adoption (Compled by City staff)
Attend Commission and Council hearings to present priority ordinance revisions and answer
any questions regarding the revisions prior to adoptions.
Phase 2. Deliverables
1. List of Priority Zoning Ordinance Issues
2. Zoning Code Update Assessment & Findings Report
3. Joint Workshop #1 PowerPoint presentation and handouts
4. Draft Priority Ordinance Revision text & Staff Reports
PHASE 3. PREPARE ADMINISTRATIVE REVIEW DRAFT ZONING CODE UPDATE
This third phase of the work program is intended to create an initial "working document" draft
of the updated Zoning Code for review and discussion with City staff. It will also provide the
basis for an initial analysis of CEQA documentation requirements.
A. Prepare Administrative Review draft
This task is where our team will develop standards and permitted uses that specifically
address the goals and policies of the General Plan. Our team will take the direction from the
initial meeting with staff, the Assessment Report, and the initial public workshop to prepare
a preliminary draft of the Development Code Update. Detailed land use and development
regulations will be formulated in conjunction with Citizen and City input in order to assure
compatibility with the City's overall vision.
All new and revised language will be consistent with changes in State law, including recent
legal interpretations and case law. Antiquated language no longer pertinent to the City will
be modified to address current needs. As we proceed with the update, the draft text will
undergo continuous review to ensure that development standards do not conflict with other
City standards and regulations, and that repetitiveness is avoided. It will also guide the
physical form for continuing development of the downtown, commercial and any potential
mixed-use areas. Smart growth principles, green building standards, and best practices will
be folded into the Code where appropriate.
The Code will be prepared in clear, precise and user-friendly language and a streamlined
format, incorporating high quality summary tables, figures and diagrams as appropriate.
Sample formats will be submitted to City staff for review prior to production of the draft
documents.
The new and updated ordinance will include the following elements:
• Standards will address State and Federal laws adopted since adoption of the
previous code, including second unit regulations, density bonus laws, and
homeless shelters (SB 2), accessibility, etc.).
• Standards will focus on encouraging walkability, bicycling, and use of transit,
and provisions for public art.
• Update the Conditional Use Permit requirements and process,
CIVIC SOLUTIONS 70
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S O L U T ION S
• Update parking standards to conform to the General Plan, allowing shared
parking, and include illustrated best practices.
• Amend permitted uses for specified zoning districts, development standards,
administrative procedures and definitions to delete outdated language and
ensure compliance with new State and Federal law. New ordinances that will
be included in this process include the Residential/Commercial Mixed-use
Overlay, C-4 Regional Commercial zone, Wireless Telecommunication Facility
ordinance, and the Adult Business ordinance.
• Energy conservation/efficiency will be addressed throughout the updated Zoning
Ordinance by incorporating passive heating and natural lighting strategies into
design standards, incorporating green building standards, and other energy
conservation strategies. Revised development standards and design standards
will incorporate specific standards to be consistent with the State's greenhouse
gas reduction policies and laws (SB 375 & AB 32).
• Review and recommend appropriate revisions to discretionary and ministerial
administrative procedures, including appeal procedures, and specifying relevant
reviewing bodies to accurately process applications. The development review
process (Administrative Procedures) will be streamlined, where feasible and
consistent with State law.
B. First Screen Check review by Staff (Completd by City stafl)
City staff will have an opportunity to review the draft Zoning Ordinance, and provide direction
for the preparation of the final draft. To ensure compliance with the project schedule, individual
screen check components of the ordinance/development code may be submitted to staff for
review as they are completed. A consolidated screen check document will be released to
staff for review, with allowances for one 2 week staff review for modifications.
C. Review/Analyze Initial Screen Check Comments and meet with Staff to Discuss
(Shared task between Consultant and City staff)
Consultant will meet to discuss staff input and feedback regarding the initial Screen Check
draft document. This meeting is important to ensure that the consultant team understands
any staff concerns and possible omissions in the initial draft.
D. Supervise staff to prepare Public Review draft Zoning Code update (Shared task
between Consultant and City staff)
Consultant will supervise City staff in the preparation of a public review final draft of the new
Zoning Ordinance (excluding Zoning Map). This draft will be released at least 30 days prior
to the 1st public hearing. A reproducible master (color) will be provided to the City along with
a PDF for posting on the City's website.
E. Prepare CEQA Documentation
Prepare an Initial Study and most likely a Negative Declaration, referencing the recent General
plan update environmental documentation. This process will use any forms or procedures
normally used by the City. (If staff determines that additional documentation such as a
Mitigated Negative Declaration and technical studies are needed, a budget augmentation
will need to be negotiated.)
CIVIC SOLUTIONS 80
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S O L U T ION S
Phase 3. Deliverables
1 Updated draft Zoning Ordinance document for administrative/screen check
review by staff
2. Draft Zoning Ordinance document for public review
3. CEQA Initial Study
4. Draft Negative Declaration
PHASE 4. PUBLIC REVIEW & ADOPTION
The fourth phase of the work program provides for public review and adoption of the updated
Zoning Code and completion of required CEQA documentation.
A. Prepare for Joint Council/Commission Public Workshop
As in the joint workshop #1, this task includes collaborating with City staff regarding any
notifications list, preparing meeting announcements, hand-out materials, PDF's for website
posting and any other activities needed to ensure a positive meeting experience for the
participants. Consultant will prepare a PowerPoint presentation to be used in the workshop.
B. Conduct Joint Council/Commission Public Workshop #2
The second workshop is to introduce the public review draft Zoning Ordinance, explaining in
more detail the major ordinance revisions and how these revisions will further implementation
of the General Plan goals and policies and make the ordinance more user-friendly. The input
from this meeting will provide adequate information and guidance necessary to carry out the
remainder of this assignment.
Again, our approach to public workshops is always to respect the views of the participants
and provide everyone with an opportunity to give their input. We will not try to "sell" the
program at this meeting, but rather it is for us to facilitate the discussion, listen and gather
input.
C. Collaborate with Staff to Address Input from Workshop #2 and any CEQA review
and/or Public comments
We will work with City staff to resolve any outstanding issues raised during Workshop #2 or
any comments received from public input and the CEQA review process. In some cases, it
may not be possible to address every issue. Any issues that cannot be addressed will be
documented and carried forward into the approval process, giving respect to the ideas and
concerns of residents, business owners, developers and landowners.
Recognizing the budget constraints of the project, any unanticipated significant comments
that may require a change in project scope and/or project schedule will require a contract/
budget amendment to properly address. The need and scope of any such amendments will
be mutually agreed to between Consultant and City.
D. Prepare final Public Hearing draft Zoning Ordinance (Completed by City staf!)
This task is the refinement of the document to be offered for approval by the City Council.
The draft Zoning Ordinance will be revised based on comments received at Workshops #2,
any written comments on the Public Review Draft, and review comments from City staff.
E. Prepare for and Attend Planning Commission & Council hearings
We will attend up to two (2) Planning Commission and one (1) City Council meeting/hearing,
CIVIC SOLUTIONS 9 ■
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,,O L LIT ION S
and participate in presentations and answering questions regarding the project and work
product. Consultant will revise (if needed) the PowerPoint presentation given to the 2nd Joint
Commission/Council workshop in Task B above.
F. Prepare Final Edits to Zoning Ordinance based on Council Action (Completed by
City staff)
Based on comments and direction received from the Planning Commission and City Council
from the public hearings, we will edit the Ordinance. The Preliminary Final document will be
submitted the City Council for adoption prior to the final public hearing.
G. Prepare Final CEQA Documentation (Completed by City staft)
Prepare and file the Notice of Determination (NOD) after Council action on the project.
Phase 4 Deliverables
1. Joint Workshop #2 PowerPoint presentation
2. Final Draft Public Hearing Zoning Ordinance document
3. Final Draft CEQA documentation
4. PowerPoint presentation for Planning Commission and Council hearings
5. Final adopted Zoning Ordinance in text and digital formats
6. Final CEQA documentation
ADMINISTRATIVE SUPPORT
Civic Solutions will prepare presentation materials for workshops and hearings including
handouts and PowerPoint presentations. Materials will be submitted as one (1) unbound
reproducible original, and one (1) electronic/digital copy. Copies of presentation materials
will be prepared by City staff, as will public notices for distribution to properties and interested
parties, and for posting at various locations prior to the workshops and public hearings.
All documents will be prepared in MS WORD, PDF and Excel format, where appropriate and
determined jointly with the City.
Following the final round of edits/corrections based on Council adoption of the updated Code,
the consultant will submit one original master copy in MS WORD format, one duplicate
copy in electronic format suitable for use on the City's website. The electronic version is
anticipated to be in PDF format.
OPTIONAL TASKS
Although not specifically requested by the City's RFP, Civic Solutions would like to offer
the following optional tasks that can logically be done either concurrently or following the
preparation of the updated Zoning Ordinance.
A. Update Sign Regulations
Although identified in the RFP as something to be addressed in the Code update process,
updating sign regulations typically requires a significant effort. An updating process would
include: survey existing signs, determine issues and concerns regarding existing signage,
developing a revised approach and criteria for signage, soliciting stakeholder input regarding
proposed changes, and creating an amortization process for removing signage that would
not conform to the new regulations.
CIVIC SOLUTIONS 10 ■
C I V I C
S O L U T ION S
We concentrate on
producing superior
technical work resulting
in high quality
deliverables.
The same attention is
given to ensuring the
quality and reliability
of data collected as is
given to presenting
information clearly in
text, tables, figures, and
maps.
The City can expect its
deliverables to receive a
rigorous review before it
arrives in your
inbox.
B. Update the City Zoning Map
Preparation of an updated Zoning Map was not explicitly identified in the City's RFP, and
thus was not included in our scope of work. Although this task can be accomplished by the
City, we are prepared to complete this task as optional work, should the City decide it is
important for the consultant to complete this work concurrently with the Code update.
In the event that the City asks for this task to be included in the contract, the scope and
budget would need to be established as the extent of the Zoning Code changes become
better defined. This task would likely include both the creation of a digital zoning map and
participation in the ordinance adoption for the new map.
C. Update Downtown Design Guidelines
Civic Solutions, through its Downtown Solutions division has significant experience in
downtown revitalization studies and preparation of design guidelines. We would propose to
build on the design guidelines preparation efforts to date, incorporating the ideas and tools
built into the updated Zoning Ordinance.
Recognizing the current sensitivity of municipal budgets, we would work with City staff to
develop a scope and budget for any, and/or all of these optional tasks that will meet the
City's needs in the most cost effective manner.
Civic Solutions is committed to delivering outstanding
services to the City of Rosemead
CIVIC SOLUTIONS 11 ■
CIVIC
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SCHEDULE
Proposed City of Rosemead Development Code Update Schedule
TASK BEGINNING
DATE
Contract Award / Kick-off Meeting 9/21/10
ENDING DATE
9/21/10
Reconnaissance/Research
9/22110
10/13/10
Prepare Outreach Mailing List
9/27/10
10/01/10
Stakeholder Interview Process
Compile List of ORdinance Issues
10/11/10
9122/10
10/15/10
9/24/10
Research Solutions to Priority Issues
9/27/10
10/15/10
Assessment Findings Report
10/18/10
10/29/10
Conduct Public Workshop #1
11/08/10
11/12/10
Draft Priority Ordnance Revisions
Prepare Administrative Review Draft
11/15/10
11/22/10
11/19/10
12/31110
Staff Review -Administrative/Screencheck
Draft
1/03111
1/14/11
Coordination with Staff on Screencheck
comments
1/17/11
1/21/11
Prepare CEQA Documentation
Prepare for & conduct Public Workshop #2
2/07/11
2/14/11
2/11/11
2/25/11
Address input from Workship #2
2/28/11
3/11/11
Prepare Final Public Hearing Draft
3/14/11
4/04/11
Planning Commission Hearing #1
4/18/11
4/18/11
Planning Commission Hearing #2
5/16/11
516/11
Council Hearing #1 - Adoption
5/24/11
5/24/11
Final Zoning Ordinance Edits
5/12/11
6/01/11
Council Hearing #2 - 2nd Reading
6/14/11
6/14/11
File NOD
6/15/11
6115/11
CIVIC SOLUTIONS 12
QUALIFICATIONS
AND PERSONNEL
~cIvIC
U I 1 1 _
C I V I C
S O L U T I O N S
SECTION 3
FIRM
QUALIFICATIONS
AND PERSONNEL
SERVICES
Planning Services
Project Management
Redevelopment Planning
Interim Management
Discretionary Case
Processing
Permit Review
Case Management
Code Amendments
Environmental
Documentation
Training
Land Use & Policy
Planning
General Plan Updates
Housing Element Updates
Zoning Code Updates
Specific Plans
Design Guidelines
Mixed Use Development
Standards
Climate Change Action
Plans
Environmental Planning
CEQA Documentation
Technical Studies
Facilitation & Mediation
Public Outreach
Consensus Building
Mediation
FIRM PROFILE
Civic Solutions Inc. is a community development consulting firm that provides comprehensive
planning and entitlement services to municipalities, special districts and other public agencies.
The firm is established around the principle that community planning and development
ultimately serve the public interest.
Civic solutions was established in 1991 and has maintained its focused commitment to serve
public agencies for the last 18 years. We are headquarterd in San Juan Capistrano with
a satellite office in Ontario. The company is a California Corporation, led by founder Tom
Merrell, AICP, President and Chairman of the Board. Guided by the philosophy that planning
is for people, Civic Solutions is ideally equipped to successfully complete community
development projects to the satisfaction of our clients and the communities we serve. For
more information, visit www.civicsolutions.co
CORE SERVICES
We provide "added value" service in all planning functions. The experienced professionals,
who staff our firm, have extensive backgrounds in public sector service. Civic Solutions'
professional staff has the broad base of urban planning experience needed to prepare land
use plans, and to evaluate their impact on the environment, municipal services, tax base,
traffic, schools, and open space.
Civic Solutions' professional staff has the broad base of urban planning experience needed to
prepare land use plans, and to evaluate their impact on the environment, municipal services,
tax base, traffic, schools, and open space. Our services include all functions of a municipal
planning department, including:
Project Management
Discretionary Case Processing
General Plan Amendments & Rezones
Zoning Ordinances & Updates
Land Use & Policy Planning:
• Master Plans
• Land Use Elements
• Redevelopment Planning
• Economic Development
• Annexations
DOWNTOWN SOLUTIONS
Specific Plans
Training Programs
Development Plan Review
Architectural Design Guidelines
Citizen Participation Programs
• Historic Preservation Standards
• Hillside Development Standards
• Open Space Preservation
• Environmental Documentation
• Housing Programs
Civic Solutions provides downtown revitalization services, architectural design guidelines and
specific plans through its downtown solutions division. This division is currently engaged
in projects throughout California and provides advance planning project management
services for the firm's municipal clients. Recent projects include the City of Lake Elsinore
downtowncode, the City of Rosemead mixed use development standards, the City of
Roseville Historic Old Town Specific Plan, Architectural Design Guidelines for the cities
of Antioch, Alhambra, Rosemead and Irwindale, Menifee Design Guidelines for Riverside
County, 20/20 Visioning Charrette for Downtown San Dimas, the Palomar Transit Oriented
Development Plan for Chula Vista, Smart Growth and Mixed Use Study for Piru (Ventura
County / SCAG), La Palma neighborhood commercial zone and the City of Hemet Downtown
Vision.
CIVIC SOLUTIONS 13 N
C I V I C
S O L U T I ON S
EXPERIENCE
CIVIC SOLUTIONS
""The Civic Solutions
team members have
been terrific. "
Amanda Schchter
Planning Manager
City of Santa Monica
Civic Solutions has a very long and successful track record of providing redevelopment and
urban planning services to our public agency clients. Delivering exceptional services and
work products to local agencies is the core of our practice. Our most important attribute
is our ability to be responsive and flexible in servicing our clients. We have an in depth
understanding of the applicable codes, regulations and ordinances associated with local
planning and redevelopment projects.
Civic Solutions has served over 35 cities and counties in the past five years alone. As described
below, Civic Solutions brings extensive capabilities and experience in an wide variety of
successful advanced planning projects as well as project management, environmental
documentation and public hearing presentations. We believe past performance is a clear
indication of future performance, and we invite the City to contact our client references to
learn their opinion of our performance on past and present assignments.
A sampling of Civic Solutions, Inc. (CSI) recent projects include:
City of Lake Elsinore - Form Based Code for Downtown Master Plan - Our proprietary
downtowncode was used to establish regulations, of critical importance, to address permitted
land uses and the transition between commercial and adjacent single-family residential
neighborhoods. In addition it established specific zoning and development regulations to
insure the implementation of the master plan.
City of La Palma - Neighborhood Commercial Zone - CSI was hired to prepare a new
zone that will preclude identified undesirable uses and establish the conditions under which
others can be established. Development regulations and site specific Design Guidelines
will also loosen up the development standards in order to allow new development to take
advantage of modern design and development techniques, and will focus on quality of design
rather than on rigid requirements for setbacks, etc. Along with this, we introduced regulatory
concepts to achieve the objective without sacrificing the overall qualitative character of La
Palma.
City of Rosemead - Originally hired to produce Mixed Use Design Guidelines, CSI was
then retained to prepare a draft code amendment for mixed use development standards
to making the citywide zoning consistent with the General Plan and create a mixed use
zone.
The City of Irwindale - Design Guidelines - The Guidelines won the LA APA Award for
Excellence in a small jurisdiction in 2009. The DG's were created to address the following
specific issues with in the City: Respect the existing Spanish/Mexican architectural heritage;
issues that inhibited effective implementation identified by City Staff, the PC, and CC; Create
a document easily interpreted by City Staff for permit processing and remodeling applications;
Provide for exemptions under specific circumstances; Revise landscaping requirement to a
manageable percentage; and Provide a level of flexibility balanced with consistency to avoid
confusion and prohibitive costs to applicants..
City of Irvine - Lower Peters Canyon (1500 acres mixed use planned community)
annexation, GPA, re-zone. Under a development agreement between the City of Irvine
and the Irvine Company, a planned community (PC) land use entitlement, approved under
county jurisdiction, was required to be redrafted to integrate into the City zoning code. This
meant creating an new code for a two square mile area of the City. The process required
reconciling issues with the property owner in order to make modifications consistent with the
City General Plan and zoning code, and included corresponding general plan amendments
and annexation. Civic Solutions managed the process and completed the project within six
months, satisfying all requirements of the development agreement.
CIVIC SOLUTIONS 14 ■
C I V I C
-,O L U T ION 5
"We have used the
services of Civic
Solutions for a wide
variety of contract staff
services, including
City Planner, Senior
Planner, Associate
Planner and recording
secretary for the
planning commission,
and have been
pleased with the
professional quality
and responsiveness of
the firm."
Jonathan Lait,
City Planner
City of Aliso Viejo - The Civic Solutions team working as planning staff worked with
Lawrence Associates in preparation of the new zoning ordinance.
City of Yorba Linda - The City needed the necessary zoning and design regulations to
implement its vision. CSI needed to be sensitive to the design nuances of what makes a
downtown pedestrian environment work. Downtown Solutions prepared a visually appealing
downtowncode for the Town Center. By taking the key vision sites and preparing the
regulations that were form based, the solution was a series of easily understood regulations
that guide future intensity and building design.
City of Roseville - CSI created a Specific Plan that incorporates our proprietary
downtowncode, private and public design guidelines, implementation strategies, and
environmental documentation. The downtowncode approach recognizes that Downtown
Roseville is a distinct place and, therefore, should have distinct regulations. Plan strategies
are supported by economic, transportation, and environmental analyses.
City of Brea - Brea Highlands Specific Plan - CSI staff served as the project manager
for the City. Some of the fundamental principles and defining elements characterizing
Brea Highlands' traditional American neighborhood include, the neighborhood as a village
arranged around a central common area, compact-scale development; and public open
spaces interior with rural areas at the edge of neighborhoods.
County of Orange - CSI assisted in developing implementation programs contained in the
Housing Element. One of the most significant of these programs was the Affordable Housing
Opportunities Program Guidelines. The guidelines are intended to describe the process by
which the County will facilitate the development of affordable housing in unincorporated
areas to achieve the objectives contained in the Housing Element.
CIVIC SOLUTIONS 15
CIVIC
G L U T 1 O N S
KEY
PERSONNEL
Roger Mobley, AICP
Project Manager
Brings over 40 years of planning experience, 14 of which were in municipal planning
departments, and 5 of those years as a municipal Planning Director. Roger provides an
extensive depth of knowledge in preparation of and implementation of advanced plan-
ning documents, zoning ordinances, development standards, design guidelines, and
specific plans. He has prepared zoning code revisions, sign ordinances, specific plans
adopted by ordinance with integrated development regulations, general plan elements,
hillside protection ordinances, and redevelopment studies..
Planning / Zoning / Land Use
General Plans
Specific Plans
"i have been
pleased with the
professional staff
provided by Civic
Solutions .
Their staff is very
knowledgeable"
Brent Cooper, AICP
Former Planning
Manager,
City of Lake Forest
• Architectural Design Guidelines and Design Evaluation
• Environmental Planning
• Quality Control
Maryann Marks, AICP
Senior Planner
Manages the firm's Downtown Solutions division and has 12 years experience in
design guidelines, specific plans, form based codes, development project planning
and entitlement. Has been with Civic Solutions for 3 years.
• Planning / Zoning / Land Use
• Form Based Codes
• Specific Plans
• Architectural Design Guidelines and Design Evaluation
• Climate Action Plans
Laurie Lovret, AICP
Associate Planner
Ms. Lovret brings 10 years of planning experience in the public sector, She has been
served in a variety of roles as lead consultant planner including tenure at the Cities
of Torrance, Anaheim and Whittier. Her duties have included review of development
applications and preparation of staff reports for conditional use permits, variances,
precise plans, and subdivision cases as well as staffing the public planning counter.
Her experience is that of a well rounded urban planner, and includes preparation of
specific plans, general plan amendments, zoning codes, design guidelines, mitigated
negative declarations and CEQA review. Ms. Lovret is an excellent public speaker and
communicates very effectively with the public on land use issues.
• Planning / Zoning / Land Use
• Environmental Documentation
• Project Management
Full resumes can be found in the Appendix section of this proposal.
CIVIC SOLUTIONS 16
CIVIC
O L U T I O N 5
ORGANIZATIONAL
CHART
'We hire people who
are civic-minded,
motivated, organized,
self-directed,
personable,
entrepreneurial, and
technically sound in
the urban planning
profession.
The experience and
qualifications of our staff
directly match the City
of Rosemead's selection
criteria. "
Tom Merrell, President
Civic Solutions, Inc.
CIVIC SOLUTIONS 17 W
EXPERIENCE AND
REFERENCES
®CIVIC
U ( -I,
CIVIC
S O L U T I O N S
SECTION 4
EXPERIENCE
AND REFERENCES
- PAST -
Successfully served Municipal Agencies for 19 years
-PRESENT-
Currently working as a seamless extension of staff in cities throughout
Southern California
-FUTURE-
We hope you'll agree - Civic Solutions is the right choice
for your planning support needs
CIVIC SOLUTIONS 18 ■
COST ESTIMATE &
FEE SCHEDULE
cIvIC
u 1 1 U
CIVIC
SOLUTIONS
SECTION 5
COST
ESTIMATE
AND
FEE SCHEDULE
The Cost Estimate and Fee Schedule detailing the costs for this proposal in labor
hours and a not to exceed upper limit for the scope of work described in this proposal
are being submitted in a separate, sealed envelope per the directions of the RFP.
• BENEFITS •
The Civic Solutions team offers a variety of benefits to the City in terms of
demonstrated project performance, technical competence, depth of resources,
and responsiveness.
CIVIC SOLUTIONS 19 ■
APPENDIX
®CIVIC
C I V I C
SOLUTIONS
APPENDIX
Resumes
Roger W. Mobley, AICP
Maryann Marks, AICP
Laurie J. Lovret, AICP
Envirnomental Consultant
Keeton Kreitzer Consulting
CIVIC SOLUTIONS ■
C I V I C
,()I LI T l c_i K ti
Highlights
ROGER W. MOBLEY, AICP
• Leadership
• Project Management
V11- .E: PRESIDE `J T
• Quality Control
Mr. Mobley has a broad planning and management background in both public
• Development
and private sector organizations, giving him a well-rounded combination of
Regulations
• Environmental Planning
experience in public policy planning, planning program implementation,
• Spatial Planning
planning design, engineering, and environmental assessment. In addition, he
• Policy Planning
has extensive experience in management, strategic planning, govemmental
• Strategic Planning
entitlements, client relations, community relations and inter-departmental
• Entitlements
coordination, and also served as a municipal Planning Director.
• Contract Management
• Government Relations
With career experience in both the public and private sectors, Mr. Mobley's
• Community Relations
private sector experience gives him a good understanding of client
• Regulatory review &
relationships and needs and the dynamics of the real estate development
compliance
• Team Development
process, while his public sector experience gives him a good understanding of
public administration dynamics and the governmental decision-making
Education
process. This blend of experience includes management, technical and
M.B.A., Business
practical experience. He has coordinated and managed multi-discipline
Administration
professional staffs requiring technical knowledge and the management ability
National University, CA
to achieve product delivery and client satisfaction within time and budget
Bachelor of Arts,
constraints. He has also served as a municipal Planning Director. This
Geography,
experience, along with his practical experience in community planning, urban
California State University,
design, management, engineering and community development issues
San Jose, CA
provide a significant resource.
Graduate Studies, Urban
and Environmental Planning,
Highlights of Mr. Mobley's experience include:
California State University,
San Jose, CA
Civic Solutions, Inc., Vice President, 2010 - present. Rresponsible for
managing contracts and projects; performs senior level urban planning
Certificates
consultant services for the company's clients, and participates proactively at
Environmental Planning
the executive level in the general oversight and management of the company.
University of California,
Participates in corporate management. Responsible for the Marketing
Davis
program of the company, through client relations, networking, and the
formation of marketing strategies.
Affiliations
American Institute of
Public Sector
Certified Planners
Charter Member
Town of Yountville, Napa Valley, CA, Planning Director and Assistant to
American Planning
the Town Administrator, 1993 - 1998. Responsible for all planning
Association
functions of the municipality. Handled all zoning inquiries, processed all
Urban Land Institute
planning applications and presented all planning applications and issues to
Full Member
City Council. Managed city-wide General Plan update and implementation of
new Design Ordinance and Zoning Ordinance. Responsible for code
enforcement, ordinance preparation, building inspection process, and
coordination of capital improvement projects with contract city engineer.
Participated in developing Town's first capital improvement program. Chaired
Zoning and Design Review Board hearings and chaired Affordable Housing
Committee and affordable housing implementation.
City of Watsonville, CA, Senior Planner, 1977 - 1979. Duties included
project management for discretionary case processing, including plan review,
research, environmental documentation, staff reports, resolutions, public
hearing notices, and interdepartmental coordination. Processed site plan
review, wall/fencing approvals, temporary use permits and sign permits.
Communicated with the public on land use and zoning information.
Roger W. Mobley, AICP
C I V I C
ti ) ) I U 1 1 U N 5
City of San Jose, CA, Senior Planner, 1970 - 1977. Project Manager for
applications which involved: meeting with applicants to resolve potential
issues and address General Plan/Municipal Code; routing and coordinating
environmental review and project review with other City departments and
external agencies; preparing legal notices; working with citizens/citizen
groups to resolving issues; analyzing projects and preparing staff reports and
draft resolutions for consideration by decision-making bodies; represented
staff at public hearings for projects before the Planning Commission and City
Council.
Private Sector
RGP Planning & Development Services, Irvine, CA, Vice President, 2002
- 2007. Master planning. Preparing land use policy documents, environmental
planning, governmental entitlements, site planning, preparing environmental
documents, quality control, mining reclamation planning and permitting,
budgeting, managing sub-consultants and multi-disciplinary projet teams,
contract management, preparing design guidelines and development
standards, preparing project schedules and budgets, presentations to
municipal decision making bodies.
Danielian Associates Architects, Irvine, CA, Director of Planning, 2000 -
2002. Managed all planning functions including master planning, preparing
land use policy documents, environmental planning, governmental
entitlements, site planning, preparing environmental documents, quality
control, department budgeting, personnel management, managing sub-
consultants and multi-disciplinary project teams, contract management,
preparing design guidelines and development standards, preparing project
schedules and budgets, presentation to municipal decision making bodies,
mentoring and training.
Keith Companies & David Evans and Associates, Costa Mesa, CA,
Senior Vice President and Vice President, respectively, 1984 - 1993.
Responsible for two service delivery, multi-disciplinary consulting firms
dealing with land development clients and public agency processes and
personnel. Services provided included planning, engineering, landscape
architecture, environmental planning, and urban forestry. Mr. Mobley led
multi-disciplinary teams on a variety of master planning assignments where
he managed planning, environmental, and engineering staff.
The Planning Center, Costa Mesa, CA, Senior Associate,1979 - 1984.
Managed large master planning, site design and grading studies, and drafted
Specific Plans and other policy documents including development standards
and zoning regulations. Participated in General Plan updates for various
cities.
N
CIVIC
.01 UTic_iN>
Highlights
• Project Management
• Specific Plans
• Architectural Design
Guidelines
• Zoning code updates
• Ordinance drafting
• General Planizoning
consistency reviews
• Design Review
• Special Studies
Education
Masters in Business
Administration, Pepperdine
University
Bachelor of Science, Ohio
State University
Light Construction
Management Certificate,
University of California,
Irvine
Affiliations
American Planning
Association
American Institute of
Certified Planners (AICP)
Urban Land Institute
MARYANN MARKS, AICP
PRINCIPAL PROJECT PJAN,A ER
Ms. Marks' background and experience includes both the private and public
sectors. She serves as the firm's Principal Project Manager for design and
development projects, providing a full scope of planning services from public
outreach, project design, specific plan and design guideline production and
graphic support on all projects. In her career she has worked on over 50
Design, Specific Plan, Design Guideline and other regulatory documents,
always exhibiting strong professionalism and an optimistic outlook while
searching for creative and unique solutions to complex issues and situations.
Ms. Marks specializes in understanding the unique attributes of an area and
creating site-specific regulations and guidelines to create a distinctive sense
of place. Her broad experience in professional urban planning has provided
her with an excellent knowledge of planning and community development.
Her strengths include discretionary project management, public outreach and
education advanced (long-range) planning, grant administration, budget
analysis and implementation. She is studying for the LEED-AP credential.
Ms. Marks' focus is on the "revitalization of downtowns, outdated commercial
corridors and neighborhoods preferring to work on urban revitalization in
neglected areas of our communities. She also prefers to work with public
agencies, as both share a desire to improve and recycle existing urban and
town environments. Her inspiration to work in community design comes from
a history of personal involvement and volunteerism working with child help
organizations and citizen groups where she has been the designated
representative on several oversight committees within her own neighborhood.
Her ability to manage multiple projects enables her to bring an efficient and
practical approach to overall project design and management.
Highlights of Ms. Marks' experience include:
Civic Solutions, 2007- Present. Ms. Marks provides oversight and direct,
hands-on supervision of the firm's design and advance planning team.
Preparing specific plans, architectural guidelines and downtown revitalization
services through our Downtown Solutions division, she manages a team of
urban design and urban planning professionals. She and her team also
provide project management services for major public agency projects and
other advance planning services such as code revisions and updates, general
plan amendments, annexations and other aspects of policy planning.
FORMA, 1999 - 2007. Senior Project Manager providing coordination,
research, design, text and graphic management and support on all projects.
Primary duties include preparation of entitlement documents, staff direction
and team management, creation and design of support materials and
graphics for public outreach and entitlement, client and public relations
coordination and presentations, and coordination with jurisdictional agencies,
municipalities, and sub consultants. Ability to manage multiple projects
bringing an efficient and practical approach to overall project management
and secures a particular reputation in the delivery of efficient, well-tested, and
clear documents. FORMA's representative to the BIA; serves on the
Government Affairs, Fuel Modification and Environmental Services
Committees; HBC representative to the Vital Link Board of Directors, as well
as being the BIA representative on the NMUSD Measure A Oversight
Committee.
SOLUTION_ ■
MC I V I C
SO~f UTitIN~
Highlights
• Specific Plans
■ General Plans
■ Design Guidelines
• Zoning Codes
■ Opportunities and
Constraints Analyses
• Hillside Strategies for
Managed Development
• Mitigated Negative
Declarations
• Environmental Impact
Reports
• Development Review
• Project Management
Education
Masters of Urban and
Regional Planning,
Califomia Polytechnic State
University, Pomona
Bachelor of Arts in Design,
University of California, Los
Angeles
Affiliations
American Institute of
Certified Planners
American Planning
Association
LAURIE J. LOVRET, AICP
URBAN PLAf,NING CONSULTANT
Ms. Lovret brings 10 years of planning experience in the public sector. She
has been served in a variety of roles as lead consultant planner including
tenure at the Cities of Torrance, Anaheim and Whittier. Her duties have
included preparation of specific plans, general plan amendments, zoning
codes, design guidelines, mitigated negative declarations and CEQA review.
Ms. Lovret is an excellent public speaker and communicates very effectively
with the public on land use issues.
Highlights of Ms. Lovret's experience include:
Civic Solutions, Inc., Urban Planning Consultant, 2009 - Present. Duties
include advance planning, current planning, specific plans, general plan
amendments, design guidelines, CEQA review and preparation of mitigated
negative declarations and environmental impact reports. She commands a
strong public presentation presence and is a seasoned team leader.
LSA Associates, Inc., Project Manager/Senior Planner, 2001-2006.
Prepared specific plans, general plan amendments, and design guidelines.
Conducted research, analyzed policies and regulations, and prepared hillside
studies and opportunities and constraints analyses. Analyzed projects for
CEQA compliance and prepared mitigated negative declarations and
environmental impact reports. Was responsible for handling project
management, staff coordination, and client communications.
RBF Consulting/Urban Design Studio, Senior Planner, 1999 - 2001.
Responsible for the preparation of a specific plan to revitalize a commercial
corridor. Wrote and compiled illustrations for design guidelines. Updated and
reorganized zoning code for municipality. Conducted research and compiled
reports on special topics including coastal development and preserving city
commercial core. Managed projects and functioned as lead for task teams.
City of Torrance, Assistant Planner, 1996 - 1999. Carried out advanced
planning through preparation of background studies for zoning code
amendments and drafted new code text. Conducted research regarding issue
of aging multi-family housing stock and proposed design guidelines to
address aesthetic concerns. Reviewed development applications and wrote
staff reports for conditional use permit, variance, precise plan, and division of
lot cases. Staffed public planning counter.
City of Anaheim, Management Intern (full-time), 1996. Researched and
analyzed procedures for the division of Planning Department and prepared
report recommending various opportunities for enhancement. Researched
document retention procedures of other cities and compiled recommendations
for improvement.
City of Whittier, Planning Intern (full-time), 1995 - 1996. Staffed public
planning counter. Prepared cases for Design Review Board. Tracked recent
zone changes and updated zoning maps.
SOLUTIONS C. ■
KEETON KREITZER CONSULTING
SECTION 1.0 - FIRM HISTORY/PHILOSOPHY
Firm History
Keeton Kreitzer Consulting is a sole proprietorship established in 1998. Keeton K. Kreitzer,
Owner/Principal of the firm, has been preparing environmental documents for public and private sector
clients since 1975. The firm specializes in and is capable of undertaking a full range of environmental
consulting services, including the preparation of environmental documents pursuant to both the California
Environmental Quality Act (CEQA) and the National Environmental Policy Act (NEPA). From 1984
through 1997, Mr. Kreitzer was the Owner/Principal of Environmental Perspectives, also an
environmental consulting firm that specialized in the preparation of CEQA and NEPA documents. Mr.
Kreitzer sold that firm to David Evans & Associates and served as an Associate with that firm until
reestablishing himself as an independent consultant in 1998.
As an organization, Keeton Kreitzer Consulting has maintained its small orientation: one Principal/Owner.
In addition, we maintain professional relationships with several associates who are available to provide
staff support in the preparation of environmental documentation or for a specific issue which may arise
and in which they have particular expertise and/or experience.
Keeton Kreitzer Consulting has provided environmental consulting services almost exclusively to public
agencies in support of the agencies' efforts to implement both CEQA and NEPA. Our public sector clients
include agencies throughout the five county southern California area: Orange, Los Angeles, Riverside,
San Diego, and San Bernardino Counties. A partial listing of projects for which Keeton Kreitzer Consulting
has prepared environmental documents and undertaken environmental consulting services has been
included with this Statement of Qualifications.
Although our consulting services extend to both the public and private sectors, over 90 percent of our
work has been conducted directly for public sector clients. Projects for which we have prepared
environmental documents range from small residential projects to large mixed-use development projects,
infrastructure and public facilities projects, as well as general plan amendments and zone changes. We
have analyzed the simplest to the most complex of issues for many of these projects and understand the
importance of adequately implementing CEQA.
Keeton Kreitzer Consulting maintains a single office, conveniently located within central Orange County,
at the address listed below:
17291 Irvine Boulevard
Suite 305
Tustin, CA 92780
Philosophy and Approach
Keeton Kreitzer Consulting regards the environmental review process as a critical one because if a
project is ever going to be challenged, it will be done so first through the environmental documentation.
Our approach to environmental analysis is structured not only to be comprehensive but also to provide
maximum flexibility and control over any technical analysis, which may be required to support the
findings. This approach also ensures that all needed analysis can be undertaken efficiently and
expeditiously, without affecting the project schedule. A scope of work will be developed that is tailored to
the specific requirements of a particular project. Our approach to environmental analysis is designed to
meet the specific needs of the lead agency, which we perceive to be:
Keeton Kreitzer Consulting
Statement of Qualifications
January 2010
KEETON KREITZER CONSULTING
SECTION 1.0 - FIRM HISTORY/PHILOSOPHY
PROJECT MANAGEMENT: As the consultant retained to prepare the requisite CEQA
document, Keeton Kreitzer Consulting would necessarily function in the role of primary Project
Manager. Although our direction would come from the lead agency and we would serve as an
extension of the lead agency's staff, our Project Manager would be responsible for directing all
work efforts developed for the project and outlined in the scope of work developed for it. Our
work programs provide for the participation of all interested and responsible public and private
entities. This will be accomplished through staff review sessions, meetings with responsible
agencies and, finally, during public meetings in the community, if desired, and public hearings.
Our work programs allow for staff involvement in every task.
EXPERIENCE: A Keeton Kreitzer Consulting team will provide significant primary experience in
the preparation of environmental analyses for a wide range of projects in terms of scale, diversity,
and character. This experience ranges from small residential subdivisions to large, mixed-use
developments, including redevelopment projects. It is because of that extensive experience that
our staff and associates have a strong background in land use planning, particularly related to
land use compatibility and policy plan consistency issues.
OBJECTIVITY: Keeton Kreitzer Consulting can assemble a team of professionals noted for its
ability to work with public and private sector interests. As Project Team Lead, Keeton Kreitzer
Consulting would ensure that the principals of each sub-consultant firm would not have an
interest in the development of any proposed project.
EFFICIENCY: Delivery of objective CEQA documentation is critical. Time-saving procedures can
ensure delivery of products as quickly as possible, within the framework established by the client
for review and processing. Keeton Kreitzer Consulting will take every step to meet or exceed the
client's document processing expectations. As described in this Statement of Qualifications, our
structure provides for maximum flexibility to ensure cost effectiveness and efficiency. However,
should the need arise, we are able to draw from a host of talented and experienced
environmental planners with whom we have worked in the past.
AVAILABILITY/INVOLVEMENT: Our "smaller scale" size operation will make it easier to "step in"
and become an extension of the lead agency staff; our principal is a "hands on" professional who
is involved with each project undertaken by the firm and is available on a daily basis. We are
capable of responding to a client's request for service immediately, as suggested above and later
in this SOQ.
Scope of Services
Work envisioned by Keeton Kreitzer Consulting which would be necessary in order to provide
environmental consulting services includes: (1) processing and administration of the scope of work; (2)
effective project management and coordination; (3) the assemblage of all available data related to a
proposed project; (4) origination of any required new data and research; (5) provision of an assessment
of technical data findings in conclusory statements (i.e., findings, mitigation monitoring program, etc.); and
(6) attendance at public meetings and hearings. Our approach for providing such environmental
consulting services is presented below.
Keeton Kreitzer Consulting
Statement of Qualifications
January 2010
KEETON KREITZER CONSULTING
SECTION 1.0 - FIRM HISTORY/PHILOSOPHY
Keeton Kreitzer Consulting has developed a comprehensive task-by-task scope of work, which can be
revised to address the environmental analysis necessary for a specific project. This scope of work will
ensure that the work undertaken for a project responds to the mandates of the State CEQA Guidelines as
well as those adopted for the specific lead agency. Prior to the initiation of each task during the
environmental review and analysis process, the lead agency will be provided the opportunity to assess
the environmental documentation and determine whether additional, more detailed analysis is needed.
The aim of this approach to conducting environmental analysis is to ensure that decision-makers have the
most complete and accurate information available to aid them in making crucial public decisions, which
affect both the existing environmental conditions and resources. The preparation of a CEQA document
would necessarily involve several integral work tasks or elements. Typically, these tasks include the
following:
Project Management/Coordination
• Prepare Initial Study/Notice of Preparation (NOP)
• Coordinate Sub-Consultant/Technical Studies
• Conduct Scoping Meeting
Prepare Appropriate CEQA Document (CE, ND/MND, Previous Document, Addendum,
Supplemental EIR, Subsequent EIR, Project EIR, and Program EIR)
• Prepare Notice of Completion (NOC), Notice of Determination (NOD) and related legal notices
• Prepare full range of NEPA documents (FONSI, EA, and/or EIS) and related legal notices
• Respond to Public Comments
• Prepare Final EIR
• Prepare Mitigation Monitoring Program/Finding of Fact/Statement of Overriding Consideration
• Make Presentations at Public Hearings
Keeton Kreitzer Consulting
Statement of Qualifications
January 2010
SECTION 2.0 - TECHNICAL APPROACH
Project Manager
As previously indicated, Keeton Kreitzer Consulting is a small firm, comprised of a single Principal/Owner.
In addition, Keeton Kreitzer Consulting maintains professional relationships with several associates in the
event additional staff is needed to respond to the manpower requirements of a specific project.
Keeton K. Kreitzer is the Owner/Principal of Keeton Kreitzer Consulting. He has over 25 years of
experience preparing environmental studies for both public and private sector clients. Mr. Kreitzer
is the firm's Project Manager for all projects undertaken by Keeton Kreitzer Consulting and
represents the firm at all meetings and public hearings. He has contributed to the preparation of
or written over 100 EIRs and/or related environmental documents. In addition, Mr. Kreitzer serves
as a special consultant to several public agencies, providing them with additional CEQA and
NEPA expertise.
Mr. Kreitzer is a generalist who has been preparing environmental documents pursuant to the California
Environmental Quality Act, in some cases, since the enactment of that law. He has a complete
knowledge and understanding of CEQA and the environmental review process. Our strengths are our
research, analysis, and writing skills. Documents are prepared which are thorough yet concise. Keeton
Kreitzer Consulting has "built-in" flexibility to adjust to the needs and demands of our clients, depending
on the work that must be performed and the schedule in which it must be completed. We consider this a
particularly strong quality because should additional requirements be placed on us, our associates can be
called upon at a moment's notice to provide that support. The resume of Mr. Kreitzer is also included with
this Statement of Qualifications.
Technical Specialists
In those cases where specialized technical support is required, Keeton Kreitzer Consulting draws from a
reservoir of technical specialists as previously indicated. A partial list of these consultants and their
varied technical specialties is presented below.
Keeton Kreitzer Consulting
Statement of Qualifications
January 2010
SECTION 2.0 - TECHNICAL APPROACH
Traffic and Circulation
Kunzman Associates
Linscott Law & Greenspan Engineers, Inc.
RK Engineering Group, Inc.
Urban Crossroads, Inc.
LSA Associates, Inc.
Kimle -Horn Associates, Inc.
Civil Engineering
Fuscoe Engineering, Inc.
Walden & Associates
Hunsaker & Associates Irvine, Inc.
Moffatt & Nichol Engineers
Robert Bein, William Frost & Associates, Inc.
Bryan A. Stirrat & Associates, Inc.
Acoustical Engineering
Mestre-Greve Associates, Inc.
Giroux & Associates
The Planning Center
Wieland Associates, Inc.
Davy & Associates, Inc.
S nectecolo
Air Quality Analysis
Mestre-Greve Associates, Inc.
Giroux & Associates
The Planning Center
Environmental Compliance Solutions
S nectecolo
Biological Resources
Glenn Lukos Associates
LSA Associates, Inc.
Dudek & Associates, Inc.
Planning Consultant Research, Inc.
BonTerra Consulting, Inc.
Geotechnical Analysis
Leighton & Associates, Inc.
GMU Consultants
Cultural/Scientific Resources
Archaeological Resources Management Corporation ARMC
The Chambers Group, Inc.
Scientific Resources Surveys, Inc.
Visual Analysis
SoftMira e
VisionScape Imagery
Digital Terrain Design, Inc.
Keeton Kreitzer Consulting
Statement of Qualifications
January 2010
SECTION 3.0 - STAFFING
Professional Staff
As indicated above, Keeton K. Kreitzer is the Principal and acts as an independent consultant, performing
environmental review and analysis pursuant to the California Environmental Quality Act. Mr. Kreitzer
conducts all of the work undertaken by the firm. This is an advantage to clients seeking sound
environmental consulting services. Mr. Kreitzer brings nearly 25 years of environmental consulting
experience to the table and has worked throughout the County of Orange and adjacent counties and local
municipalities throughout the region, including cities, school districts, water districts, redevelopment
agencies, and other "lead agencies." However, if the need arises for large projects, Mr. Kreitzer is able to
draw from a reservoir of similarly qualified environmental specialists who are, like him, independent
contractors with far reaching experience and expertise in the preparation of both CEQA and NEPA
documents. Mr. Kreitzer's resume is presented below.
Education: California State University, Fullerton
Bachelor of Arts in Geography (1975)
Santa Ana College
Associate of Arts in Liberal Arts (1973)
Experience
March 1998 - Present Keeton Kreitzer Consulting, Environmental Consulting
Tustin, CA
Mr. Kreitzer has more than 25 years of experience in the field of environmental planning. He has recently
reestablished his own environmental consulting firm (Keeton Kreitzer Consulting) in order to provide
public and private sector clients with high level, personalized environmental consulting services, including
the preparation of environmental documents pursuant to CEQA and NEPA. Mr. Kreitzer's education and
background are diverse and include not only environmental analysis but also urban planning. He has
been personally responsible for the preparation of more than 100 environmental documents required
pursuant to the California Environmental Quality Act (CEQA) and has also prepared environmental
studies mandated under the National Environmental Policy Act (NEPA). At the present time, Keeton
Kreitzer Consulting is under contract to prepare EIRs for the Newport Banning Ranch, a 412-acre
property in the coastal zone in unincorporated Orange County and the City of Newport Beach; the Koll
Center Newport expansion project in the City of Newport Beach; and the West Coyote Hills Specific Plan
in the City of Fullerton. Each of these projects requires extensive environmental analysis in the areas of
biological resources, relevant planning issues, coastal act consistency, traffic and circulation, as well as a
range of alternatives.
1997 - March 1998 David Evans and Associates, Inc.
Laguna Hills, CA
In 1997, Mr. Kreitzer sold Environmental Perspectives to David Evans and Associates, Inc. As an
Associate with David Evans and Associates, Inc., Mr. Kreitzer was responsible for managing the
Environmental Planning Division, including a staff of four environmental analysts. Duties included serving
as Project Manager for all environmental documents prepared by the firm. The analysis was conducted
for projects in both the public and private sectors, including residential, commercial, infrastructure, mixed
use and redevelopment projects. Among those undertaken and completed include the Supplemental EIR
for the Mountain View Specific Plan, a redevelopment project sponsored by the Ontario Redevelopment
Agency. The environmental review process for this project, including the preparation of a Supplemental
Keeton Kreitzer Consulting
Statement of Qualifications
January 2010
SECTION 3.0 - STAFFING
Draft EIR, was completed in approximately six months. The EIR was certified and the Specific Plan for
the Redevelopment Project Area was approved in December 1997. Mr. Kreitzer also oversaw the
preparation of several mitigated negative declarations, including the Markham Theater project, a joint
venture between the Los Angeles Community Redevelopment Agency and Los Angeles Unified School
District (LAUSD). That project was approved by LAUSD in September 1997.
1984 - 1997 Environmental Perspectives
Santa Ana, CA
Mr. Kreitzer established Environmental Perspectives in 1984 and served as Principal of that small
environmental consulting firm until it was acquired by David Evans and Associates, Inc., in 1997. As
Principal, Mr. Kreitzer was responsible for all of the environmental analysis and consulting services
undertaken by the firm, which specialized in providing environmental consulting services, primarily to
public agencies. Environmental Perspectives provided these services to cities, counties, special districts
(e.g., redevelopment agencies, school and water districts, etc.). Environmental Perspectives was
retained to prepare EIRs and other environmental documents (e.g., negative declarations, etc.) for
several redevelopment projects, including those for the Cities of Riverside, Hemet, Placentia, Downey,
South Gate, Inglewood, and Corona. The EIRs were prepared for the establishment of new
redevelopment project areas, amendments to adopted redevelopment plans, expansions of existing
redevelopment project areas, and mergers of redevelopment project areas and plans.
As the Principal of Environmental Perspectives, Mr. Kreitzer prepared approximately 20 CEQA
documents for redevelopment projects throughout southern California. These projects include:
Downtown/Airport Merger, Sycamore Canyon Industrial Park, Casa Blanca, and University
Avenue/Central Industrial merger redevelopment projects in the City of Riverside; three redevelopment
plans/specific plans in the City of Downey; merger of five existing redevelopment project areas in the City
of Inglewood; a commercial corridor redevelopment project in the City of Hemet; industrial project area in
Placentia; downtown specific plan/redevelopment project in Corona; and the South Gate commercial
corridor redevelopment project. In addition to the redevelopment projects, Environmental Perspectives,
specifically Mr. Kreitzer, was retained to provide on-call environmental consulting services to several
public agencies, including the City of Redondo Beach, County of Orange, and Los Angeles Unified
School District.
Other development projects for which Mr. Kreitzer has personally prepared the requisite environmental
analysis include the Bolsa Chica Local Coastal Program in unincorporated Orange County and the
Marblehead Coastal Specific Plan in the City of San Clemente, both of which are located in the California
Coastal Zone. As project manager, Mr. Kreitzer has prepared EIRs for the Barranca Parkway
Extension/San Diego Creek Improvements in the City of Irvine; a 5-million gallon colored water treatment
facility for the Mesa Consolidated Water District; the Corona Del Mar Plaza, a specialty retail
development in the City of Newport Beach; and numerous environmental documents for the Los Angeles
Unified School District, including those for the Ambassador Hotel and Upper Reservation of Fort
MacArthur sites on which the District has proposed major new education facilities. Mr. Kreitzer was
responsible for the preparation, processing, and successful completion of each of the environmental
documents while the Principal/Owner of Environmental Perspectives.
1978 - 1984 The Planning Center
Newport Beach, CA
Mr. Kreitzer served as an Associate for The Planning Center, a Newport Beach-based urban planning
firm prior to the establishment of Environmental Perspectives in 1984. While an environmental planner
Keeton Kreitzer Consulting
Statement of Qualifications
January 2010
SECTION 3.0 - STAFFING
for this firm, he was responsible for preparing several environmental documents for private development
projects throughout southern California. Most notably, he served as project manager for the Santa
Barbara Airport Environmental Assessment (EA). This project involved a significant work effort that
assessed the long-term implications of the expansion of that facility on the sensitive Goleta Slough
ecosystem. Other major NEPA projects included the preparation of the EA for a parking structure for the
City of Lawndale which had applied for CDBG funds and the Desert Falls County Club, a Title X project in
the Coachella Valley. Each of these projects was approved.
1973 - 1978 Haworth/Anderson/Later
South Laguna, CA
Mr. Kreitzer began his career at Haworth/Anderson/Later, an Orange County-based planning and
environmental consulting firm. As an environmental analyst, he conducted environmental analysis on
several development projects throughout southern California, prepared graphic exhibits and provided staff
support during the preparation of land use studies, General Plan documents, and other related planning
studies conducted by the firm.
Keeton Kreitzer Consulting
Statement of Qualifications
January 2010
SECTION 4.0 - EXPERIENCE
Partial List of Relevant Projects
Keeton Kreitzer Consulting is a small, individually owned environmental consulting firm in Tustin, CA.
The firm was established in March 1998 by Keeton K. Kreitzer. Mr. Kreitzer was the owner and principal
of Environmental Perspectives from 1984 to 1997 and has conducted environmental analysis for a myriad
of projects throughout southern California. He reestablished himself as an independent consultant in
1998. A partial list and description of these projects are presented below.
La Habra Westridge Plaza EIR, La Habra, CA
Keeton Kreitzer Consulting prepared the EIR for the La Habra Westridge Plaza project in the City
of La Habra. This regional retail center is located on the site of the former Chevron Petroleum
Technology Center at the southeastern comer of Beach Boulevard and Imperial Highway. The
55.48-acre property is currently being developed with a maximum of 695,000 square feet of retail
commercial development within five building areas in order to accommodate general retail,
department store, home improvement and related uses as well as restaurants, drug stores, and
related facilities. The Draft EIR analyzed a full range of environmental issues, including traffic,
noise and air quality, which were identified as the major issues associated with project
implementation. Other issues addressed in that significant document included demolition of the
existing facilities and related site contamination, visual and aesthetic impacts, land use
compatibility, and drainage and hydrology. Because the project site is located in the
northwestern portion of the City, traffic and circulation impacts resulting from its implementation
extended well beyond the City limits, affecting the adjacent municipalities, including Fullerton, La
Miranda, Buena Park and unincorporated portions of the County of Orange, necessitating
coordination between the City of La Habra and those cities as well as Caltans, which has
jurisdiction over Beach Boulevard (SR-39).
Bolsa Chica Local Coastal Program EIR, Orange County, CA
The Bolsa Chica Local Coastal Program (LCP) comprised the largest coastal project remaining in
southern California. The LCP proposed development of the nearly 1,600-acre Bolsa Chica
property in unincorporated Orange County (within the sphere of influence of the City of
Huntington Beach). The Draft EIR analyzed potential environmental consequences associated
with development of a maximum of 2,500 residential dwelling units on approximately 235 acres
on the Bolsa Chica Mesa, up to 900 residential dwelling units in the lowlands, a non-navigable
tidal inlet, restoration and creation of wetlands, and the provision of infrastructure to serve the
subject property. On this project, Mr. Kreitzer served as extension of staff during a three-year
planning and environmental review process for this program. He was responsible for
coordinating and directing all work efforts associated with the environmental review process on
behalf of the County of Orange. He represented the County at meetings with local, regional, state
and federal agencies and reviewed the environmental documents prepared by both the
applicant's and County's technical consultants. Major issues analyzed in the Draft Program EIR
included traffic and circulation, biological resources, cultural resources, the provision of public
services and facilities, soils and geology, hydrology and water quality, consistency with the
California Coastal Act, noise and air quality. The Bolsa Chica LCP was approved by the Orange
County Board of Supervisors in 1996, culminating over 25 years of planning and consideration.
Mr. Kreitzer continues to provide the County of Orange with contract environmental consulting
services in this on-going project.
Keeton Kreitzer Consulting
Statement of Qualifications
January 2010
SECTION 4.0 - EXPERIENCE
Portola Hills Residential Conversion Draft E/R, Orange County, CA
Mr. Kreitzer served as project manager for the preparation of the Draft EIR for the Portola Hills
project that included a General Plan Amendment and Zone Change on property designed for a
major business park and commercial center. The applicant requested a tentative tract map
approval for over 600 dwelling units and a park on a 245-acre property that was located within a
Natural Communities Conservation Program sub-region. Significant issues analyzed in the Draft
EIR included land use and relevant planning, population and housing, traffic and circulation, noise
associated with El Toro MCAS the provision of adequate public services and facilities, and
biological resources.
Marblehead - Coastal Local Coastal Program, San Clemente, CA
The Marblehead - Coastal LCP was recently approved by the City of San Clemente (August
1998). The environmental analysis conducted for this last major coastal project in the City
required extensive technical analysis in the areas of traffic and circulation, biological resources,
hydrology and water quality and noise and air quality. The applicant proposed the development
of approximately 60 acres of regional commercial along the 1-5 corridor. In addition, the majority
of the remainder of the property included nearly 500 single-family residential dwelling units.
Other land uses proposed for the site were a 10-acre public park, a 2.5-acre habitat preservation
area, 1-acre coastal serving commercial site, and public and private open space. The Draft EIR
analyzed a full range of issues, including the consistency of the project with the City's Local
Coastal Program. Mr. Kreitzer provided extensive coordination between the City, the applicant,
the applicant's planner and several responsible agencies (i.e., California Department of Fish and
Game, U.S. Fish and Wildlife Service, etc.).
Newport Banning Local Coastal Program, Orange County, CA
Keeton Kreitzer Consulting has been selected to prepare the Draft Program EIR for the Newport
Banning LCP. This 412-acre coastal project proposes the development of approximately 1,700
mixed residential dwelling units, a coastal inn, visitor-serving commercial, a potential school site,
public and private open space, and wetlands restoration. Although the County of Orange is the
"lead agency", a portion of the site is within the City of Newport Beach corporate limits and the
City will play an important role in the planning and environmental review processes. Several
technical studies must be completed in order to adequately evaluate this significant project in the
County and City of Newport Beach. These studies include soils and geology, traffic and
circulation, noise, air quality, biological resources, cultural and scientific resources, and
aesthetics. Mr. Kreitzer will be responsible for complete project management and preparation of
the Draft Program EIR that will be considered by both the County of Orange and City prior to
each agency taking action on the project.
West Coyote Hills Specific Plan/Fullerton, CA
KKC was responsible for preparing the Draft EIR for the West Coyote Hills Specific Plan, a 510-
acre project in the City of Fullerton, which encompasses the last remaining large undeveloped
parcel in the City. The applicant, Pacific Coast Homes (PCH), has proposed an amendment to
the Coyote Hills West Master Specific Plan 2-A that would permit the type of development
proposed by the applicant and to update the development standards for the subject property
which were adopted more than 25 years ago. A maximum of 760 dwelling units (consisting of a
Keeton Kreitzer Consulting
Statement of Qualifications
January 2010
SECTION 4.0 - EXPERIENCE
combination of residential estates, single-family attached and single-family detached residential
units) is proposed in an area which encompasses 177.7 acres within the West Coyote Hills
Specific Plan. Other components of the West Coyote Hills Specific Plan include a 17.1-acre
public use site; a 5.2-acre neighborhood commercial development area; and open space and
recreational amenities on 279.4 acres. In addition, a 1.3-acre fire station site is included as a
component of the proposed project. Circulation improvements comprise 29.3 acres
(approximately five percent) of the total project site. A wide range of environmental issues was
evaluated, including biological resources, traffic and circulation, noise, air quality, hydrology,
relevant planning, among others.
Hawks Point Planned Residential Development - Fullerton, CA
The Hawks Point project site is a portion of the larger West Coyote Hills Specific Plan in the City
of Fullerton. Mr. Kreitzer prepared the EIR for a planned residential development (PRD) prepared
for this 91.6-acre component of the Coyote Hills West Master Specific Plan 2-A. The applicant,
Centex Homes, proposed a maximum of 210 single-family residential dwelling units in a hillside
development, on this portion of the former West Coyote Hills Oil Field. Project implementation
necessitated the approval of a General Plan Amendment (Land Use Element, Open
Space/Resource Management Element, Housing Element), Zone Change (PRD)/Specific Plan
Amendment, Tentative Tract Map, Concept Plan, Development Agreement, and annexation of the
property to the City of Fullerton. The Draft EIR evaluated a range of environmental issues,
including but not limited to biological resources and sensitive species (i.e., California
gnatcatcher), drainage and hydrology, soils and geology, land use, traffic and circulation, air
quality and noise.
Emery Hills Planned Unit Development - La Mirada, CA
Like the Hawks Pointe property, the Emery Hills Planned Unit Development (PUD) project site is
also a portion of the larger West Coyote Hills Specific Plan; however, this property is located in
the City of La Mirada. Mr. Kreitzer prepared the EIR for the PUD that was prepared for this 57.4-
acre component of the Coyote Hills West Master Specific Plan 2-A. The applicant, Centex
Homes, proposed a maximum of 132 single-family residential dwelling units in a hillside
development, on this portion of the former West Coyote Hills Oil Field. In addition, a 14,000-
square foot retail commercial pad was also proposed and approved by the City of La Mirada.
Project implementation necessitated the approval of a General Plan Amendment (Land Use
Element), Zone Change (PUD), and Tentative Tract Map. The Draft EIR evaluated a similar
range of environmental issues as the Hawks Point project, including but not limited to biological
resources and sensitive species (i.e., California gnatcatcher), drainage and hydrology, soils and
geology, land use, traffic and circulation, air quality and noise.
Various EIRs, Southern California
As project manager, Mr. Kreitzer has prepared the EIRs for the Lacouague Ranch, a large
residential and commercial/recreation project and Pacific Point, a residential and commercial
project in the City of San Juan Capistrano; Via Vista Town homes, a planned residential
development in the City of Riverside; Green Valley Ridge, a large-lot residential subdivision in
Poway; and numerous environmental documents for the Los Angeles Unified School District,
including those for the Ambassador Hotel and Upper Reservation of Forth MacArthur sites on
which the District proposed major new educational facilities. Mr. Kreitzer was responsible for the
Keeton Kreitzer Consulting
Statement of Qualifications
January 2010
SECTION 4.0 - EXPERIENCE
preparation, processing, and successful completion of each environmental document certified by
those public agencies.
Miscellaneous Program FIRS for Various Redevelopment Projects
KKC, in particular Keeton K. Kreitzer, has prepared over 20 environmental clearance documents
for redevelopment projects, including those required for the establishment of new redevelopment
project areas/plans and amended redevelopment plans and/or project areas. Mr. Kreitzer has
prepared Draft Program EIRs for the Cities of Riverside, Hemet, South Gate, Placenta, Downey,
Corona, Orange, Bell Gardens, and Fontana. KKC was retained to prepare a Draft EIR for
Amendment No. 2 to the Central City Redevelopment Project Area in the City of Bell Gardens
and, most recently, completed the environmental documentation for the Amendment and Merger
to the Orange Redevelopment Project Area.
Keeton Kreitzer Consulting
Statement of Qualifications
January 2010
SECTION 4.0 - EXPERIENCE
Location
As previously indicated, Keeton Kreitzer Consulting is located in central Orange County, within
convenient driving time of County of Orange facilities and sites throughout the County and southern
California region. Our office is located approximately five miles northeast of the County facilities, in the
City of Tustin, at:
17291 Irvine Boulevard
Suite 305
Tustin, CA 92780
This location allows us to respond almost immediately, should our local clients require representation at a
meeting, public hearing, or have other needs where the consultant's presence is necessary. In addition,
our location facilitates communications by telephone and fax with clients in Orange County, eliminating
the need for long-distance dialing and their associated costs. Finally, electronic communications with
KKC are also possible via our e-mail address. This means of communication is identified below.
Telephone: (714) 665-8509
Facsimile: (714) 665-8539
E-Mail: kkconsulting@sbcglobal.net
Tax Information
Keeton Kreitzer Consulting is a sole proprietorship. The tax identification number (TIN) for the firm is the
Principal's social security number:
Keeton K. Kreitzer
562-64-3916 (Tax Identification Number)
Keeton Kreitzer Consulting
Statement of Qualifications
January 2010
SECTION 6.0 - INSURANCE
Insurance
Keeton Kreitzer Consulting maintains the following insurance coverages, in accordance with the
insurance requirements and specifications mandated in most jurisdictions.
Workers' Compensation:
Not required. Keeton Kreitzer Consulting does not have any employees.
Comprehensive General and Automobile Liability Insurance:
Business Owner Policy No. 7JW304898-00, Effective May 5, 2009
Business Liability and Medical Expenses
$1,000,000.00 (any 1 occurrence)
$ 10,000.00 (per person medical)
General Aggregate Limit
$2,000,000.00
Products - Completed Operations Aggregate
$2,000,000.00
Fire Legal Liability
$ 100,000.00 (anyone fire, etc.)
Hired and non-owned auto
$1,000,000.00 (any one occurrence)
Architects/Engineers Professional Liability
Policy No. 797/P18398, Effective September 5,
2009
Limit of Liability
$1,000,000.00
Self-Insured Retention
$ 2,500.00
Keeton Kreitzer Consulting
Statement of Qualifications
January 2010
SECTION 8.0 - FEE SCHEDULE
Ms. James David Lepo, Director
Planning Department
City of Newport Beach
3300 Newport Boulevard
Newport Beach, CA 92658-8915
(949) 644-3200
Mr. James Pechous, City Planner
City of San Clemente
Community Development Department
910 Calle Negocio, Suite 100
San Clemente, CA 92673
(949) 361-6195
Mr. Joel Rosen, Director
Community Development Department
City of Buena Park
6650 Beach Boulevard
Buena Park, CA 90622-5009
(714) 562-3610
Mr. Reuben Arceo, Director
Community Development Department
City of La Mirada
13700 La Mirada Boulevard
La Mirada, CA 90638
(562) 943-0131
Mr. Matthew Sinacori, City Engineer
City of Dana Point
Public Works Department
33282 Golden Lantern
Dana Point, CA 92629-1805
(949) 248-3574
Mr. Jim Pugliese, Project Manager
Chevron Land & Development Company
145 South State College Boulevard
P. O. Box 2292
Brea, CA 92822-2292
(714) 671-3529
Ms. Kathleen Rosenow
Rosenow Spevacek Group, Inc.
309 West Fourth Street
Santa Ana, CA 92705
(714) 541-4585
Mr. Carlos Jaramillo, Deputy Director
Community Development Department
City of La Habra
201 East La Habra Boulevard
La Habra, CA 90631
(562) 905-9724
Ms. Lisa Cibellis, Project Manager
Regulatory Permits
Orange County Public Works
300 North Flower Street
Santa Ana, CA 92702
(714) 834-2089
Mr. Steve Mendoza, Director
Community Development Department
City of Los Alamitos
3191 Katella Avenue
Los Alamitos, CA 90720
(562) 431-3538
Mr. William A. Ramsey, AICP, Principal Planner
Planning Department
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
(949) 443-6334
Ms. Christine Arbogast, P.E.
Bryan A. Stirrat & Associates, Inc.
1350 Valley Vista Drive
Diamond Bar, CA 91765
(909) 860-7777
Ms. Susan Hori, Esquire
Manatt, Phelps & Phillips, LLP
650 Town Center Drive
Suite 1250
Costa Mesa, CA 92626
(714) 371-2528
Mr. Mick Meldrum, V.P., Development
ICI Development Company
2222 East 17`h Street
Santa Ana, CA 92705
(714) 541-1200
Keeton Kreitzer Consulting
Statement of Qualifications
January 2010
C I V I C
SO L LIT IONS
COST ESTIMATE & FEE SCHEDULE
CITY OF ROSEMEAD ZONING ORDINANCE UPDATE August 20, 2010
COST ESTIMATE:
• Assumptions used to determine the consultant's costs for this proposal were that staff and
consultant will collaborate and share tasks, as described in the scope and budget.
• Direct labor rates in the budget and the not-to-exceed fee have been discounted from the current
fee schedule as follows:
STAFF POSITION
Project Manager (Roger Mobley)
$125
Senior Planner (Maryann Marks)
$95
Associate Planner (Laurie Lovret)
$75
CEQA Consultant (Keeton Kreitzer)
$110
• The total not-to-exceed upper limit for the scope of work described in this proposal, including any
subconsultant-petiormed tasks is $45,000 (see following page for detailed budget).
FEE SCHEDULE
STAFF POSITION
Project Manager (Roger Mobley) $135
Senior Planner (Maryann Marks) $105
Associate Planner (Laurie Lovret) $90
CEOA Consultant (Keeton Kreitzer) $110
• The current fee schedule above is for the types of services and personnel anticipated as part of
the scope of work, but will only apply to additional services outside the scope if requested by the
city.
• These fees are effective though June 30, 2010.
• Subsequent fee increases will not exceed 10%
• Any additional requested services shall be provided on a time and material basis per the
contracted labor rate and fee schedule.
• Travel costs and other direct or indirect costs associated with performing the required services:
✓ The Principal-in-Charge is not expected to provide billable services, but will provide
contract and budget management services for this project and participate in project
work pro-bono.
✓ Direct expenses will be billed at cost
CITY OF ROSEMEAD ZONING CODE UPDATE COST ESTIMATE AND NTE FEE
BUDGET AND NOT-TO-EXCEED FEE
RM MM LL KK
•
TOTAL
TASKS (italics indicate City staff tasks, _ scope)
PHASE I - INITIAL RECONNAISSANCE
Contract Award I Kick-Off Meeting
8 8
16
$1,760.00
Review Existing Code and Background Materials
16 8 12
36
$3,660.00
Prepare Outreach Mailing List
0
Stakeholder Input Process
16 12 2
30
$3,290.00
Phase 1 Totals
40 28 14
82
$8,710.00
PHASE II - ASSESSMENT OF PRIORITY ACTIONS
Compile List of Ordinance Issues
Research Solutions to Priority Issues
Assessment Findings Report
12 4 12
28
$2,780.00
Conduct Joint Workshop #1
12 12 4
28
$2,940.00
Draft text for Priority Revisions
8 16
24
$2,200.00
Draft Priority Revisions Ordinance, staff report,
notices
Attend PC & CC hearings to adopt priority
revisions
Phase 2 Totals
32 16 32
80
$7,920.00
PHASE III DRAFT ADMINISTRATIVE CODE UPDATE
Prepare Administrative Review Draft
52 20 96
168
$15,600.00
Staff Review- Administrative/Screencheck Draft
Coordination with Staff on Screencheck comments
10 6
16
$1,820.00
Supervise staff to prepare Public Review draft
8 4 12
24
$2,280.00
Prepare CEQA Documentation
32
32
$3,520.00
Phase 3 Totals
70 30 108 32
240
$23,220.00
PHASE IV PUBLIC REVIEW AND ADOPTION
Prepare for Joint Workshop #2
8
8
$760.00
Conduct Joint Public Workshop #2
6 8
14
$1,510.00
Address Input from Workshop #2
4 4
8
$880.00
Prepare Final Hearing Draft Zoning Ordinance
Prepare for, Attend Commission, Council Hearings
8
8
$1,000.00
Edit & Prepare Final Zoning Ordinance
Prepare Final CEQA Documentation
Phase 4 Totals
TOTAL PROFESSIONAL SERVICES BUDGET
18 20 0
160 94 154 32
38
440
$4.150.00
$44,000.00
BUDGET FOR SUPPORT SERVICES
Administrative Support
$1,000.00
Support Services Total
$1,000.00
TOTAL BUDGET
000.00
Cost Estimate & Fee Schedule -2- Civic Solutions, Inc.
Proposal
Rosemead Zoning Code Update
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Figure 2
Land Use Plan
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Prepared by
RBF Consulting
Urban Design Studio
Irvine, California
August 23, 2010
August 23, 2010
Ms. Sheri Bermejo
Principal Planner
City of Rosemead
8838 East Valley Boulevard
Rosemead, California 91770
Re: Proposal for Zoning Code Update
Dear Ms. Bermejo:
Updating a zoning code is an important task that deserves an experienced team with a focused, methodical
approach. The team members submitting this proposal are part of the Urban Design Studio (UDS) Group
within RBF Consulting. We have worked individually and collectively on a variety of zoning ordinances, design
guidelines, and other types of development regulations in numerous communities throughout the region and
State. In addition, we work exclusively for public sector clients and have the staffing, resources, and experience
that will enable us to complete the project in a timely, cost-efficient manner.
When a municipality undertakes a code reform project, the professional staff plays a central role in guiding the
community into the future. How are General Plan policies translated into standards? What problems will be
encountered during the analysis, drafting, and adoption process? Will the new standards be self explanatory?
How will new mixed-use development mesh with existing development? What are the proper thresholds for
elimination of nonconformities? We can answer each of these questions and many more.
Our proposal presents an approach and scope of services based on our review of the Request for Proposal
and our knowledge of zoning code update projects generally. As you review the proposal, please keep in
mind that we tried to maximize the work products that you will receive given the budget constraints. The
scope and budget are meant to be flexible and can be adjusted to reflect the City's needs and expectations.
Our work schedule assumes that the zoning code update process will commence in October 2010.
We appreciate the opportunity to submit this proposal and look forward to working with the City of
Rosemead. If you have questions or need additional information, please contact me at 949-472-3430.
Sincerely,
RBF Consulting
Laura Stearns, Esq.
Project Manager
TABLE OF CONTENTS
1. Executive Summary 1
2. Scope of Work and Schedule 2
3. Qualifications and Personnel 11
4. Experience and References 18
5. Cost Estimate 20
6. Fee Schedule 21
7. Marked-Up Contract 22
8. Work Samples 22
Ro,ernedd Zoning Code Ujxlate RBI Consulfim, 08-23-2010
EXECUTIVE SUMMARY
This project is organized into two phases consisting of an Interim Update and a
Comprehensive Update. The tasks provided in Phase One are intended to be accomplished
on a limited budget. The tasks listed in Phase Two are optional and are provided in the
event the City is able to secure additional funding. Our scope of work includes the
following:
Phase One: Interim Update
Task One - Interim Code Amendments
• Background Research
• Preparation of Issues Checklist
• Preparation of Interim Amendments
Task Two - Interim Code Update
• Preparation of Annotated Outline
• Preparation of Administrative Review Draft
• One meeting with City Staff
Phase Two: Comprehensive Update
Optional Task Three - Community Outreach
Optional Task Four - Comprehensive Update
• Preparation of Preliminary Review Draft and Public Review Draft
• Preparation of Environmental Documentation
Optional Task Five - Meetings and Hearings
Optional Task Six - Zoning Map Update
Our scope of work anticipates a maximum six-month time frame. This time frame does not
include completion of suggested optional tasks. The recommended work plan is based on
our current understanding of the City's needs, our experience with other similar projects,
and our own workload. However, we recognize that we may be unaware of some key
aspects of this particular project, including the City's expectations, financing limitations, and
time constraints and can revise the work plan and budget wherever necessary to more
accurately meet the City's needs.
Rosernead Zoning Code Update RBF Consultino 08-?3-?010 1
Y ( Wi OI- I%,OkK ,A;\U SO U-)( f
SCOPE OF WORK
PHASE ONE: INTERIM UPDATE
TASK 1: INTERIM AMENDMENTS
Subtask 1.1 - Kickoff Meeting
The RBF Team will meet with appropriate City staff to:
Review the City's objectives for the code update.
Refine the project scope, budget, and schedule, as necessary.
• Receive documents and maps from the City.
• Tour different City neighborhoods
Deliverable: One t 1) half-day owetirl, tvith City Staff attended by one (1) RBF lean) member
Subtask 1.2 - Document Review
The RBF Team will review all City documents and regulations relevant to preparing the updated zoning code.
This subtask will involve particular consideration of how best to implement the goals and policies of the new
General Plan. We will also review the overall Municipal Code to identify provisions that need to be
understood so that the updated zoning code does not create conflicts or ambiguities. Aside from the General
Plan, Municipal Code, and existing Zoning Code, our document review will include the Housing Element, final
environmental impact report, specific plans, master plans, downtown vision plans, environmental review
guidelines, design guidelines, and market studies, if any. We will develop a preliminary list of issues to be
addressed in the emergency amendments and in the comprehensive update.
Deliverable: Issues Checklist; one (1) digital copy (4Vord/PDF)
Subtask 1.3 - Preparation of Interim Amendments
The RBF Team will prepare amendments to the existing Zoning Code to immediately implement the General
Plan and Housing Element requirements. These amendments are considered an interim step before
commencing the comprehensive zoning code update process. The amendments will not include new mixed-
use zoning districts or any design guidelines.
Deliverable: Redline/strikeout version of relevant sections of the existing zoning code to indicate textual
changes required to implement the General Plan and Housing Flernent; One hard copy in
3-ring binder and one (1) digital copy (Word.'PDF).
Rosemead Zoning Code Update RBF Consulting 08-23-2010
SCOPE Of WORK AND SCHEDULE
TASK 2: INTERIM UPDATE
During this Task 2, we will reorganize the existing zoning code and prepare one Administrative Review Draft.
Tasks Three, Four, Five, and Six in Phase Two (Comprehensive Update) describe optional tasks for a
comprehensive code update if funding is available. On the basis of our previous zoning code update
experience and the inherent complexities of the drafting process, we recommend completing the
Administrative Review Draft in the order noted below.
Subtask 2.1 - Annotated Outline and Sample Pages
The RBF Team will prepare an annotated outline and sample pages to illustrate the recommended format and
style of the Administrative Review Draft of the updated zoning code. After staff review, the RBF Team will
make requested changes.
Deliverable: Annotated outline and sample pages; one (1) digital copy
Subtask 2.2 - Zoning District Provisions
The RBF Team will draft the chapters containing regulations that apply in specific existing and new zoning
districts. These provisions will:
• Classify uses that may be allowed in each zoning district. The classification system will employ up-to-date
terminology and an appropriate combination of specific and generic land use types.
Describe each zoning district, the allowed land uses within each district, and the type of ministerial or
discretionary land use approval required for each use.
Organize and illustrate development standards for each zoning district (e.g., building envelope standards,
floor area ratios, height limits, setback requirements, site coverage requirements, etc.).
• Define technical terms and phrases, including abbreviations.
Deliverable: Chapters on Zoning Districts (Administrative Review Draft); one (1) digital copy
Subtask 2.3 - Specific Use Standards
The RBF Team will draft chapters containing regulations for specific land uses. These chapters will address
standards for specific land uses as deemed appropriate by the City (e.g., adult-oriented businesses, child day
care facilities, home occupations, second dwelling units, wireless communications facilities, etc.). Other
related topics may be included at the discretion of City staff.
Deliverable: Chapters on Specific Use Standards (Administrative Revietv Draft); one (1) digital coley
Subtask 2.4 - General Development Standards
The RBF Team will draft chapters containing regulations that apply in multiple zoning disricts and
overlay/combining districts. The sign code will be incorporated here, but the provisions will not be revised.
These chapters will address the following topics:
Rosemead Zoning Code Update RBI- Consultin^ 05-23-2010 3
SC0I'1 C ?F kL'(" )PK AND SCl IFDULF
• General site planning and development standards. These will be brief paragraphs with requirements that
could apply to a variety of land uses regardless of the applicable zoning district, including site access
requirements; fences, hedges, and walls; buffering and screening; noise regulations; outdoor lighting
standards; and performance standards (e.g., air quality, glare, vibration, etc.).
Landscaping standards.
• Off-street parking and loading standards, including parking and loading area design, landscaping
requirements, parking in-lieu fees, pedestrian circulation requirements, bicycle and motorcycle parking,
etc.
Deliverable: Chapters cm General Development Stand:uds (Administrative Review OraR); one (1) digital
copy
Assumptions: The sign code will not be revised as part of this interim update.
Subtask 2.5 - Code Administration Provisions
The REIF Tearn will draft the chapters containing application filing and processing procedures. These chapters
will address the following and any other topics desired by the City:
Purpose and adoption of the updated Zoning Code; applicability, responsibility and administrative
authority; interpretation procedures; and provisions addressing applications deemed complete but not yet
decided, that may be affected by adoption of, and future amendments to, the updated zoning code
("pipe-line" applications).
• Definitions of the roles of each project processing and review authority, including the Planning
Department, Planning Director, Planning Commission, City Council, and any other necessarv entities.
Administrative procedures for discretionary permits (e.g., Development Review, Conditional Use Permits,
etc.), variances, appeals, public hearings, nonconforming uses and structures, reasonable
accommodations for persons with disabilities and amendments (e.g., General Plan, Zoning Code, and
Zoning Map, development agreements, specific plans, etc.). Proposed procedures will emphasize
efficiency, simplicity, and streamlined processing.
Enforcement provisions, including but not limited to, legal remedies (criminal and civil), procedural
requirements, recovery of costs directly related to enforcement actions, and the identification of the
property owner/violator rights and procedures for appeal.
Deliverable: Chapters on Code Administration (Administrative Review Draft); one (I) digital copy
Subtask 2.6 - Meeting with City Staff
The RBF Team will meet with City staff to discuss the Administrative Review Draft and to advise the City Staff
on next steps in the update process.
Deliverable: One (I) full-day 11weting with City staff.ittevuled by once (1) RBI- l eam member
Assumptions: RRF Team will advise City Staff of next steps in update process
Rosemead Zoning Code Update Rf3F Consulting 08-23-2010
SCOPE OF WORK AND SCHEDULE
PHASE TWO: COMPREHENSIVE UPDATE
OPTIONAL TASK 3: COMMUNITY OUTREACH
Subtask 3.1 - Community Workshops
The RBF Team will conduct two (2) scheduled half-day workshops with stakeholders, invited citizens, and
special interest groups. The workshops will be with individuals and groups identified by the City's project
manager as key stakeholders (i.e., neighborhood groups, Chamber of Commerce, local builder groups,
community representatives, major property owners and employers, etc.). RBF will compile the mailing list and
will handle reproduction and distribution of workshop notices. These workshops would begin with
introductions of the attendees and would continue with a brief explanation of the detailed work plan,
schedule, and anticipated products. Comments from attendees would then be collected regarding their
specific concerns and suggestions. The workshops can be conducted over the course of one day or two half-
days. We recommend holding workshops in the evening or on a Saturday in order to provide an informal
environment for the attendees.
Deliverable: Two (2) half day stakeholder workshops (Over the course of one day or a portion of two
days, including the evening) attended by up to two (2) RBF Team members.
Deliverable: The RBF 1"eanr tvill compile a list of invitees, with input from the City Staff, and will
coordinate the meeting notification logistics (e.g., publicity, invitations, distribution of flyers,
etc.). The RBF Team will be responsible for preparing information handouts and for
presentation methods.
Assumption: City Staff will handle meeting facility logistics (e.g., room reservation and set-tip).
Rosemead Zoning Code Update RBF Consulting 08-23-2010
SCOPE OF IVORK i1,VD S( I IFUULE
OPTIONAL TASK 4: COMPREHENSIVE UPDATE
Optional Task Four consists of preparing a series of draft versions of the updated zoning code; obtaining
feedback on those draft versions from the City Staff; and preparing the environmental documentation for the
public review process.
Subtask 4.1 - Preliminary Draft Zoning Code
The RBF Team will revise the Administrative Review Draft based on staff comments and input received at
community workshops or briefings of elected offdals, if any. We will prepare a Preliminary Draft Zoning
Code, with a detailed table of contents, graphics, and illustrations.
Deliverable: Preliminary Draft Zoning Code; One digital copy
Subtask 4.2 - Meeting with City Staff.
The RBF Team will meet with City staff to receive corments on the Preliminary Draft Zoning Code.
Deliverable: One (1) foil-day meeting with City staff attended by one (1) RBF Team mcnrber
Assumptions: City staff will deliver one set of consolidated comments
Subtask 4.3 - Public Review Draft Zoning Code
The RBF Team will revise the Preliminary Draft based on staff comments and input received at public
workshops, if any. We will prepare a complete Public Review Draft Zoning Code, with a detailed table of
contents, graphics, and illustrations, suitable for review by the Planning Commission, City Council, and the
general public during the public hearing process.
Deliverable: Public Review Draft Zoning Code: One (1) digital copy
Subtask 4.4 - CEQA Documentation
The RBF Team will prepare and submit for staff review and comment an Initial Study for the updated Zoning
Code, in compliance with the California Environmental Quality Act (CEQA) and adopted City environmental
guidelines. The appropriate environmental document to be prepared after the Initial Study will be based on an
assessment of potential environmental impacts, review of the Final Program EIR for the General Plan, and any
supplemental analysis, findings, and mitigation monitoring required by the provisions of the updated Zoning
Code. Based on the consultants' past experience and the fact that the Zoning Code provisions are
fundamentally mitigation measures themselves, the document will be either a Negative Declaration (ND) or
Mitigated Negative Declaration (MND), prepared in compliance with CEQA.
Deliverable: Initial Study/Negative Declaration or Mitigated Negative Declaration document; One (1)
digital copy
Rosernead Zoning Code Update RBI- Consulting 08-23-2010 6
SCOPE OF WORK AND SCHEDULE
Subtask 4.5 - Preparation of Screencheck Zoning Code
After adoption of the updated Zoning Code and before its effective date, the RBF Team will provide a
Screencheck version so that City staff can verify that the document accurately incorporates all changes
approved by the City Council during the adoption process.
Deliverable: Screencheck Zoning Code; One (1) digital copy
Subtask 4.6 - Preparation of Final Zoning Code
Upon staff confirmation that the Screencheck Zoning Code is acceptable, the RBF Team will prepare and
deliver the final Zoning Code,
Deliverable: Final toning Code: One (1) digital copy
Ro.sernedd Zoning Code Update RBI- Consulting 08-?.3-'010
SCOPE OF WORK AND SCHEDULE
OPTIONAL TASK 5: MEETINGS AND HEARINGS
Subtask 5.1 - Briefings of Elected Officials
At regularly scheduled public hearings, the RBF Team will brief members of the Planning Commission and/or
the City Council on the zoning code update project. The briefings will describe the overall project objectives,
the project work plan and schedule, the anticipated products of the effort, and any issues raised in outreach
efforts with City staff and interested stakeholders. The briefings will provide an important opportunity for
Commission and/or Council members to express their thoughts on the project and to raise issues for
consideration.
Deliverables: One (1) briefing of the Planning Commission by one (1) RBF Team rnernber at a regularly
scheduled public hearing of the Planning Commission
One (1) briefing of the City Council by one (1) RBF Team member at a regularly scheduled
public hearing of the City Council
Assumptions: Presentations will consist of a PowerPoint presentation and,-'or a summary handout
Subtask 5.2 - Public Hearings
The RBF Team will attend one public hearing before the Planning Commission and one before the City
Council during the formal adoption process.
Deliverables: Attendance at one (1) Planning Commission public hearing by one (1) RBF Term member
Attendance at one (1) City Council public hearing by one (1) RBF Team member
Assumptions: City staff avill present the zoning code update to the Planning Commission and to the City
Council. RBF avill attend and be available to answer questions.
Rosernead Zoning Code Update RBF Consulting 08-23-2010 8
SCOPE OF WORK AtiD SCI-IEOULF
OPTIONAL TASK 6: ZONING MAP UPDATE
The RBF Team will prepare an updated zoning map in digital format. RBF will provide all exhibits in their
native format on compact disc to allow future revisions by City staff.
Subtask 6.1 - Meeting with City Staff
The RBF Team will meet with appropriate City Staff to receive a copy of the existing zoning map and
comments on problem areas that need to be fixed.
Deliverable: One (1) meeting with City staff attended by one (1) RBF Team member
Subtask 6.2 - Preparation of Preliminary Zoning Map
The RBF Team will create a preliminary zoning map in GIS geodatabase format that reflects the new zoning
districts.
Deliverable: Preliminary Zoning Map; One (1) digital copy and one (1) large-scale (36" x 48") hard
copy,
Subtask 6.3 - Meeting with City Staff
City Staff will review the preliminary draft zoning map. Based upon City Staff comments, RBF will revise the
draft preliminary zoning map. We highly recommend that an RBF Team member bring a laptop loaded with
the GIS software and map parameters to the City offices to receive comments and to make real-time changes
to the preliminary zoning map.
Deliverable: One (1) meeting at City offices with one (1) RBF Team rnember to resolve map
inconsistencies
Assumptions: Staff vvill research map inconsistencies arid will deliver one set of comments
Subtask 6.4 - Preparation of Public Review Zoning Map
The RBF Team will prepare the public review zoning map in GIS geodatabase format for approval by the
Planning Commission and adoption by the City Council. RBF will not attend the public hearings. RBF can
attend public hearings on a time-and-materials basis.
Deliverable: Public Review Zoning Map; One (1) digital copy and one (1) large-scale (36 " x 48'") hard
copy
Subtask 6.5 - Preparation of Final Zoning Map
Based upon comments from the public hearings, the RBF Team will revise the public review zoning map and
create a final zoning map.
Deliverable: Final Zoning A-1ap; One (1) digital copy and three (3) large-scale (36" x 48') hard copies
Assumptions: We anticipate very few changes to the public review zoning map in order to create the
Final zoning map. Changes requiring more than two hours of work can be done on a time-
and-materials basis
Rosemead Zoning Code OT)date RBF Consulting 08-'3-'010 9
SCOPE OF WORK AND SCHEDULE
PROJECT SCHEDULE
RBF proposes to prepare an interim code update for the City's zoning code within a maximum six-month time
frame. This schedule assumes a start date of October 1, 2010 and does not include revisions to the
Administrative Review Draft or completion of optional tasks. We are flexible on the proposed schedule and
will work with the City to develop a mutually agreeable time frame for completion of agreed-upon tasks.
Phase One: Interim Update
Tasks Subtasks Products Month ear
TASK 1
INTERIM CODE AMENDMENTS
1.1
Kickoff Meeting (1)
October 2010
1.2
Document Review
October 2010
1.3
Interim Amendments
October/November 2010
TASK 2
INTERIM CODE UPDATE
2.1
Annotated Outline and Sample Pages
November 2010
2.2
Zoning District Provisions
December 2010/January 2011
2.3
Specific Use Standards
January 2011
2.4
General Development Standards
February 2011
2.5
Code Administrative Provisions
March 2011
2.6
Meeting with City Staff
March 2011
Phase Two: Comprehensive Update
Optional Tasks/Subtasks/Products Month/Year
TASK 3
COMMUNITY OUTREACH
3.1
Community Workshops (2) To be determined
TASK 4
COMPREHENSIVE UPDATE
4.1
Preliminary Review Draft
To be determined
4.2
Meeting with City Staff (1)
To be determined
4.3
Public Review Draft
To be determined
4.4
CEQA Documentation
To be determined
4.5
Screencheck Zoning Code
To be determined
4.6
Final Zoning Code
To be determined
TASK 5
MEETINGS AND HEARINGS
5.1
Briefings of Elected Officials (1)
To be determined
5.2
Public Hearings (2)
To be determined
TASK 6
ZONING MAP UPDATE
6.1
Meeting with City Staff (1)
To be determined
6.2
Preparation of Preliminary Zoning Map
To be determined
6.3
Meeting with City Staff (1)
To be determined
6.4
Preparation of Public Review Zoning Map
To be determined
6.5
Preparation of 1 final Zoning Map
To be determined
Rosemead Zoning Code update R81 Consulting 08-23-.010 10
Q1J'\1111( ,AII(.7VS:A'\:!I 1'IktiOV~'!I_
QUALIFICATIONS AND PERSONNEL
About RBF Consulting
RBF Consulting (RBF) is a full service consulting firm providing
planning, engineering, surveying, and related professional
services. RBF is a privately owned California corporation
founded in 1944 and incorporated in 1961. The firm offers a
professional staff of nearly 650 employees located throughout
fifteen offices in the western United States.
RBF Services include:
• Planning
• Urban Design
• Geographical Information Systems
• Environmental
• Public Works
• Landscape Architcacture
• Transportation Planning and Engineering
• Water Resources
• Structures
• Surveying
• Land Development
• Construction Management
PRIOR EXPERIENCE
Corporate Office:
14725 Alton Parkway
Irvine, CA 92618
949.472.3505
RBF Consulting brings a blend of experience to this project providing services from planning, urban
design, CIS, environmental services on similar projects to working with public agencies and municipal
clients. Our projects have included zoning codes, ordinances, form-based codes, and sign codes.
RBF/UDS incorporates smart growth principles and sustainable development practices in each of the
projects.
Urban Design Studio (UDS) is a distinct division of RBF Consulting that works primarily
with communities undergoing revitalization. RBF/UDS focuses on planning, design, and
a community building projects that have the following core attributes:
• Clients Represent the Public or Non-Profit Sectors
• Projects Focus on Infill Development Potential
• Process is Conmiunity-Driven
• Implenwntation is an Fxplicit Objecti~
Roserne.'Lrd Zoning Code tlpel~tte~ 8131- Consultiq- 08-23-2010 1 1
Qr:.~uu ,inc7~s:~tir Prr rr~~rr.
PLANNING AND DESIGN
RBF's planning and design professionals focus on integrating unique planning solutions with sound
implementation principles in order to create viable responses to physical, social, economic and
environmental challenges. Balanced land uses, enhancement of amenities, reinforcement of
community values, and integration of environmental solutions are integral components of the RBF
planning process.
SMART GROWTH AND LIVABLE COMMUNITIES
The planners and designers in RBF/UDS are familiar with Livable Communities and neo-traditional
town planning principles. We believe that growth can and should be harnessed to create built
environments that are both livable for the people who work, live, and visit the area, as well as
sustainable economically, socially, and environmentally. Susan Harden, Vice President of Planning, is
a co-author of Placemaking on a Budget for APA's Planners Advisory Service. The publication
illustrates small-scale community projects that are rooted in local values, history, culture, and
community participation.
ZONING CODES
Our motto is "Keep it simple, make it understandable, and make it easy to use."
Besides the fundamental goals of effectively implementing an updated General Plan, satisfying State
mandates, and efficiently guiding day-to-day development decisions, a revised code should also focus
on document usability. Zoning information should be readily accessible and understandable. The
following features make a zoning code truly user-friendly logical organization:
Clear language and readability
Informative chapter and section titles
Cross-references Z~-
Extensive use of graphics
Formal procedure for interpretations
Simplified permitting procedures _ -
Organization to accommodate changes
Rosemead Zoning Coda Update.- RBF Consulting 08-23-2010 12
QUAI.111i1 . ATIONSA.4DPtR.SONNIf.
Laura Stearns, Esq. - Project Manager
Ms. Stearns has a strong interest in how regulations shape
the physical space where we live and work. Her
professional experience in law and planning spans 19
years and includes significant experience in writing zoning
codes, development regulations for specific plans, and
design guidelines. In addition, she has been Executive
Director of a downtown association, where she worked
with the community to identify economic and land use
strategies that would facilitate redevelopment.
Ms. Stearns incorporates public outreach in projects
where clients have a desire to include public opinion in
their decision making. Ms. Stearns participates at public
hearings and will assist clients to present code document
updates.
Relevant Experience:
Registration:
1990, Florida Bar-Association, Fl_, 850918
Years of Experience: 19
Education:
).D., 1989, Law, University of Miami
School of Law
Graduate Studies, 1983, Historic
Preservation Planning, Cornell
University
B.A., 1979, American History, University
of Rochester
Professional Affiliations:
Member, American Planning Association
Member, Florida Bar Association
Ms. Stearns has collaborated on the preparation of zoning
codes, specific plans, and design guidelines for California
municipalities and counties listed below. The table
indicates the specific outcomes for each of the listed
projects.
Presentations:
Presenter, "Redesigning the Zoning
Ordinance," at U.C. Davis, Land Use and
Environmental Planning Program, (Davis,
California; May 24, 2007)
Presenter, "Designing and Implementing
Fffective Zoning Ordinances," at UCLA,
Public Policy Program, (Los Angeles, CA;
March 1, 2007)
Code Projects
Timeline
Adoption
City of Brea
20042007
Mixed use provisions adopted 3/2006
City of Campbell
20032004
Adopted 5/2004
City of Cypress
2003-2004
Adopted 11/25/2004
City of Los Alamitos
2003.2005
Adopted 12/2005
Technical Analysis
City of Stanton
2008
Delivered 4/2009
County of San Bernardino
2004-2007
Adopted 3/2007
County of Santa Barbara
20042006
Adopted 3/2006
In Progress
City of Newport Beach
2007-ongoing
Zoning Code Update
In Public Hearings before Planning Commission
City of San Jacinto
2007 - ongoing
Development Code Update
City Staff reviewing Preliminary Draft
City of Fontana
2008 - ongoing
Southwest Industrial Park Specific Plan
Preparing Land Use Development Standards and Guidelines
City of Fullerton
2010
Zoning Code Analysis
Estimated delivery - October 2010
Rosemead Zoning Code Update OF Consulting 08-23-2010 14
Qf +At n 11-A I ~ PI hS() \',\,I I
Jim McPherson, GISP - Geographic Information Systems / Mapping
Mr. McPherson's experience includes Geographic
Riverside county Circul:7tion
Information Systems (GIS) technology for utility,
Element Update Registration:
environmental, engineering, and planning projects. He is
2008, Geographic: Information
experienced in database design, GIS analysis, data
Sv A(,ms Profession.d
automation, data creation and cartographic presentation.
Relevant Experience:
• Glendora General Plan Update and EIR. Mr.
McPherson's role on the project included updating
and creating GIS layers, land use analysis, thematic
mapping, and data maintenance.
• Lancaster General Plan. Responsibilities include
geodatabase design, coordinating staff, thematic
mapping, and data creation.
• Garden Grove General Plan. Design and development
of geospatial data in an Enterprise GIS ArcSDE
geodatabase; Analysis of alternative land uses;
Community Viz; thematic mapping for both public
meeting and for the final General Plan document, data
analysis, data creation, and data maintenance.
Years of Experience: 9
Education:
B.A., 2000, Geography, California
State University, Long Beach
Certificate 2009, Advanced
Microsoft Access
Certificate, 2008, Community Viz
Placeways
Certificate, 2007, ArcGIS Server
Configuration and Tuning for
SQL Server, ESRI
Certificate, 2007, Introduction to
the Multi-User Geodatabase, ESRI
Certificate, 200.5, Designing
Geodatabases
Certificate, 2004, Geodatabase,
ESRI
Certificate, 2002, AutoCAD 2000
Certificate, 2000, ArcView 3.2,
ESRI
Professional Affiliations:
Member, Urban and Regional
Information Systems
Association (URISA)
Member, [SRI ArcGIS Users
Group
Rosemead Zoning Code Opdate RBF Consulting 08-23- -010 15
Qt -~tiiliAlfC)h'SA~'t. Plr c~:v~i1.
Glenn Lajoie, AICP - Environmental Services / CEQA
Registration:
1994, American Institute Of Certified
Planners, 087288
Years Of Experience: ?4
Education:
B.A., 1985, Geography/Urban Studies.
California State University, Long
Beach
M.P.A., 1992, Puhlic Policy And
Administration, California State
University, Long Beach
Professional Affiliations:
Full Member, American Planning
Association
Full Member, Association Of
Environmental Professionals
Member, Orange County American
Planning Association Board Of
Directors, 1992-1997
Mr. Lajoie's primary responsibilities include oversight of
daily operations, management of projects, staff
mentoring and instruction, scheduling, and business
development. With many years of practical experience,
Mr. Lajoie is a recognized leader in CEQA and NEPA
studies (EIR's, EIS's, Negative Declarations,
Environmental Assessments), as well as other policy
planning documents, including General Plans, Housing
Elements, Area Plans, Specific Plans, and due diligence
studies. Projects have ranged from private entitlement
applications related to residential and commercial
projects as well as a variety of water, wastewater,
highway, and redevelopment projects throughout
California. Project responsibilities include analysis,
technical review and management of environmental and
policy planning documentation for compliance with
CEQA/NEPA, implementation of public participation
programs, and assistance to various public and private
sector clients in meeting the requirements of local, State,
and Federal agencies. Mr. Lajoie's municipal projects
include the following General Plans: Artesia, Bakersfield,
Buena Park, Carson, Cerritos, Chula Vista, Costa Mesa,
Fullerton, Garden Grove, Goleta, Los Gatos, Lynwood,
Placentia, and Stanton and 15 recent Housing Elements.
President, Orange County American
Planning Association, 1994-1996
Lecturer, California State University, Long
Beach
Rosemead Zoi ring Code UPClah. RBF Consulting 08-23-2010 10
QL,WIHCA 110NS AND P) R.S(-)NNLL
Jonathan Schuppert, AICP - Graphics
Jonathan Schuppert is skilled in graphics and analysis software
including Photoshop, Illustrator, InDesign, SketchUp, and ArcGIS.
He has professional experience as a community planner, urban
designer, and environmental planner. His work has included
preparing downtown revitalization plans, form-based codes, specific
plans, and design guidelines/standards; facilitating community
workshops and design charrettes; and designing transit-oriented and
mixed-use developments. He has assisted with the preparation of a
community plan and general plan update. He
Relevant Experience:
Fullerton Transportation Center Specific Plan (Fullerton, CA)
2009-Ongoing/2010 -Community Planner and Urban Designer.
Preparation of a Specific Plan with Form-Based Regulating Code for
the redevelopment of the Fullerton Transportation Center, a 35-acre
area in downtown Fullerton. Redevelopment of this area is
envisioned as an urban, mixed-use, and transit-oriented
neighborhood that connects residents and visitors with transit
facilities (including a bud depot and train and light rail platforms),
civic spaces (including a central plaza and neighborhood parks),
shopping and dining establishments, and residences. Specific tasks
include assisting with the facilitation of charrettes and preparation of
various specific plan sections and graphics.
University District Specific Plan Amendment (City of San Marcos)
2008-20010 - Planner.
RBF assisted the City with the preparation of a Specific Plan
Amendment with Form-Based Code regulations. The University
District is located at the core of the city, and is envisioned as an
urban, mixed-use center with a variety of housing types, as well as
strong emphasis on pedestrian movement and mass transit. The
Amendment creates new land use designations and development
standards/design guidelines, including a form-based code and
incorporation of the principles of sustainability. The Specific Plan
Amendment also includes goals and policies to guide the
sustainable development of the project area, and to provide the
opportunity for potential certification through the LEED for
Neighborhood Developments Rating System. Specific tasks
included assisting with the preparation of various specific plan
amendment sections.
Years of Experience: 5
Education:
B.S., 2006, City and Regional
Planning, California
Polytechnic State
University, San I Iris
Obispo
Certificate, In Progress,
Certified Downtown
Processional, California
Downtown Association
and California State
University, San Bernardino
Professional Affiliations:
Member, American Institute
of Certified Planners
Memhor, American Planning
Assrx i,rtion
Member, National Main Street
Network
Member, National I rrrst for
I listoric Preservation
Member, Association of
Pedestrian and Bicycle
Professionals
Rosemead Zoning Code Updale R13F Corrsultiol- 08-_'3-?U10 17
Kr n xt w~ t
REFERENCES
University District Specific Plan Amendment
RBF prepared the University District Specific Plan Amendment for
the City of San Marcos and facilitated extensive community
outreach through several workshops. RBF worked closely with
residents, businesses, and property owners, California State
University at San Marcos (CSUSM) and San Marcos School District
representatives, planning and engineering staff, policy makers, and
the Council-appointed University District Task Force (UDTF)
Client:
members.
City of San Marcos
The project site is approximately 200 acres, and is located adjacent
Contacl:
to CSUSM, the Civic Center, and newly completed Sprinter Light
Jerry Backoff
Rail Station. It is also located within close proximity to Palomar
Community College.
Director, Planning Division
760/744-1050, Fxt. 3234
The Amendment to the Plan (previously known as the Heart of the
jbackoffClcisan-marcos.ca.us
City Specific Plan) emphasized the project area as a university-
oriented, mixed-use district. The Amendment included the addition
of a Form-Based Code for the District, to allow design flexibility for
Dates: Adopted 2009
prospective developers and to provide development standards that
respond to changing market conditions.
""Project received hvo APA Avvarcls
The project was envisioned as a truly sustainable development that
in 2010
integrates residential, employment, educational and recreational
functions. Furthermore, the project anticipates the use of green
building design, alternative energies where applicable, and is
currently investigating the possibility of electric and other local
transportation modes.
Roserne iu/ Zoning ('ode UPd<<te RBF C onsultim, 08-23-2010 18
Ritiio.m
San Jacinto Development Code Update
Client:
Currently preparing a comprehensive update to the
City of San jacirrto
Development Code following the adoption of a new
General Plan. City Staff is reviewing the Preliminary Draft
(2"d draft). RBF will prepare a Public Review Draft after
Contact:
receiving City Staff comments.
Asher Hartel
Director of Planning
Tasks include reorganizing current zoning code provisions
95 1.4871.7330
to reflect the sequence in which code users most
aharteI@s.mjacintoca.us
commonly need to find specific information; introducing
new uses and definitions; assembling dimensional and
Dates: 2008 - 2010
development standards into tables and graphically
In Progress
illustrating them; adding new provisions to implement
General Plan policies and to conform with State mandates;
simplifying permitting procedures; and reformatting the
document to increase readability. Public outreach with
stakeholders and elected officials is an integral component
of the drafting process.
Stanton Zoning Code Update
Client:
Currently preparing a comprehensive update to the Zoning
City of Stanton
Code following the adoption of a new General Plan. City
Staff is reviewing parts of the Administrative Review Draft
Contact:
(1" draft). RBF will prepare a Public Review Draft after
Omar Dadabhoy
receiving City Staff comments.
Director, Community Development
Tasks include reorganizing current zoning code provisions
909.387.83.11
to reflect the sequence in which code users most
commonly need to find specific information; introducing
Dates: 2009 - 2010
new uses and definitions; assembling dimensional and
In Progress
development standards into tables and graphically
illustrating thern; adding new provisions to implement
General Plan policies and to conform with State mandates;
simplifying permitting procedures; and reformatting the
document to increase readability.
Rosenw,id Zoning Code Updxe R13f- C-onsultilly 08-23-2010 19
City of Rosemead Zoning Code Update
Cost Estimate
Manager
Assoc
Graphics/
Document
Production
Total Hours
Task Costs
Optional
Tasks
Task 1 - Interim Amendments
1.1
Kickoff Meeting (1)
8
8
$ 1,1 0
12
Document Review
16
16
$ 2,=1411
1.3
Interim Amendments
24
8
4
36
$ 4,660
Task 2 -
Interim Update
2.1
Annotated Outline and Sample Pages
16
8
2
26
$ 3,370
2.2
Zoning District Provisions
80
40
16
136
$ 17,360
2.3
Specific Use Standards
20
40
8
68
$ 8,280
2.4
General Development Standards
80
40
16
136
$ 17,360
2.5
)
Code Administration Provisions
40
20
8
68
$ 8,680
-
2.5
Meeting with City Staff (1)
8
8
$ 1,120
Optional Task 3 - Community Outreach
3.1 Community Workshops (2) 24 24 4 52 $ 6,580
Optional Task 4 - Comprehensive Update
4.1
Preliminary Review Draft
24
24
8
56
$ 6,920
4.2
Meeting with City Staff (1)
8
8
16
$ 2,080
4.3
Public Review Draft
24
24
8
56
$ 6,920
4.4
CEQA Documentation"
120
16
136
$ 15,760
4.5
Screencheck Zoning Code
2
8
8
18
$ 1,9-'0
4.6
Final Zoning Code
8
8
16
$ 1,640
Optional Task 5 - Meetings and Hearings
5.1
Briefings of Elected Officials (1)
16
4
20
$ 2,580
5.2
Public Hearings (2)
24
4
28
$ 3,700
Optional Task 6 - Zoning Map Update
6.1
Meeting with City Staff (1)
1'-
12
$ 1,440
6.2
Preparation of Preliminary Zoning Map
36
36
$ 4,320
6.3
Meeting with City Staff (1)
12
12
$ 1,440
6.4
Preparation of Public Review Zoning Map
16
16
32
$ 3,280
6.5
Preparation of Final Zoning Map
8
8
$ 960
Total hours 566 528 184 1278
Rate $ 140 $ 120 $ 85
Total Labor $ 64,190
Total Optional Labor S 59,540
Reimbursables (not including optional tasks)
Miscellaneous expenses: Printing, shipping, travel (Not to exceed) $ 1,500
Total Labor+ Reimbursables $ 65,690
Contingency Reserve
Contingency reserve for activities and deliverables requested by City outside the approved Work $ 6,569
Notes
"CEQA Task 4.4 is an estimate that will have to be revised depending upon the ultimate end product.
Additional meetings/Hearings: $1,000 per team member
The fees shall be valid for a period of 90 days from August 23, 2010.
Rosemead Zoning Code Update R81 Concufrfnr 20
CITY OF ROSEMEAD
PROFESSIONAL SERVICES AGREEMENT
PARTIES AND DATE.
This Agreement is made and entered into this 14th day of September, 2010 by and
between the City of Rosemead, a municipal organization organized under the laws of the
State of California with its principal place of business at 8838 E. Valley Blvd., Rosemead,
California 91770 ("City") and Civic Solutions Inc, a corporation with its principal place of
business at 27362 Calle Arroyo, San Juan Capistrano, CA 92675 ("Consultant"). City and
Consultant are sometimes individually referred to herein as "Party" and collectively as
"Parties."
RECITALS.
2.1 Consultant.
Consultant desires to perform and assume responsibility for the provision of certain
professional services required by the City on the terms and conditions set forth in this
Agreement. Consultant represents that it is experienced in providing Zoning Ordinance
Update services to public clients, and is familiar with the plans of City.
2.2 Project.
City desires to engage Consultant to render such services for the Zoning Ordinance
Update project ("Project") as set forth in this Agreement.
3. TERMS.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services. Consultant promises and agrees to
furnish to the City all labor, materials, tools, equipment, services, and incidental and
customary work necessary to fully and adequately supply the professional Zoning
Ordinance Update consulting services necessary for the Project ("Services"). The
Services are more particularly described in Exhibit "A" attached hereto and incorporated
herein by reference. All Services shall be subject to, and performed in accordance with,
this Agreement, the exhibits attached hereto and incorporated herein by reference, and all
applicable local, state and federal laws, rules and regulations.
3.1.2 Term. The term of this Agreement shall be from September 15, 2010
to June 30, 2011, unless earlier terminated as provided herein. Consultant shall complete
the Services within the term of this Agreement, and shall meet any other established
schedules and deadlines unless extended by mutual agreement of the parties.
3.2 Responsibilities of Consultant.
Attachment B
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3.2.1 Control and Payment of Subordinates; Independent Contractor. The
Services shall be performed by Consultant or under its supervision. Consultant will
determine the means, methods and details of performing the Services subject to the
requirements of this Agreement. City retains Consultant on an independent contractor
basis and not as an employee. Consultant retains the right to perform similar or different
services for others during the term of this Agreement. Any additional personnel performing
the Services under this Agreement on behalf of Consultant shall also not be employees of
City and shall at all times be under Consultant's exclusive direction and control. Consultant
shall pay all wages, salaries, and other amounts due such personnel in connection with
their performance of Services under this Agreement and as required by law. Consultant
shall be responsible for all reports and obligations respecting such additional personnel,
including, but not limited to: social security taxes, income tax withholding, unemployment
insurance, disability insurance, and workers' compensation insurance.
3.2.2 Schedule of Services. Consultant shall perform the Services
expeditiously, within the term of this Agreement, and in accordance with the Schedule of
Services set forth in Exhibit "B" attached hereto and incorporated herein by reference
unless otherwise mutually agreed by the parties. Consultant represents that it has the
professional and technical personnel required to perform the Services in conformance with
such conditions. In order to facilitate Consultant's conformance with the Schedule, City
shall respond to Consultant's submittals in a timely manner. Upon request of City,
Consultant shall provide a more detailed schedule of anticipated performance to meet the
Schedule of Services.
3.2.3 Conformance to Applicable Requirements. All work prepared by
Consultant shall be subject to the approval of City.
3.2.4 Substitution of Key Personnel. Consultant has represented to City that
certain key personnel will perform and coordinate the Services under this Agreement.
Should one or more of such personnel become unavailable, Consultant may substitute
other personnel of at least equal competence upon written approval of City. In the event
that City and Consultant cannot agree as to the substitution of key personnel, City shall be
entitled to terminate this Agreement for cause. As discussed below, any personnel who fail
or refuse to perform the Services in a manner acceptable to the City, or who are
determined by the City to be uncooperative, incompetent, a threat to the adequate or timely
completion of the Project or a threat to the safety of persons or property, shall be promptly
removed from the Project by the Consultant at the request of the City. The key personnel
for performance of this Agreement are as follows: Roger Mobley (Project Manager) and
Maryann Marks (Senior Planner).
3.2.5 City's Representative. The City hereby designates Sheri Bermejo,
Principal Planner, or her designee, to act as its representative for the performance of this
Agreement ("City's Representative"). City's Representative shall have the power to act on
behalf of the City for all purposes under this Contract. Consultant shall not accept direction
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or orders from any person other than the City's Representative or his or her designee.
3.2.6 Consultant's Representative. Consultant hereby designates Roger
Mobley, Project Manager, or his designee, to act as its representative for the performance
of this Agreement ("Consultant's Representative"). Consultant's Representative shall have
full authority to represent and act on behalf of the Consultant for all purposes under this
Agreement. The Consultant's Representative shall supervise and direct the Services,
using his/her best skill and attention, and shall be responsible for all means, methods,
techniques, sequences and procedures and for the satisfactory coordination of all portions
of the Services under this Agreement.
3.2.7 Coordination of Services. Consultant agrees to work closely with City
staff in the performance of Services and shall be available to City's staff, consultants and
other staff at all reasonable times.
3.2.8 Standard of Care; Performance of Employees. Consultant shall
perform all Services under this Agreement in a skillful and competent manner, consistent
with the standards generally recognized as being employed by professionals in the same
discipline in the State of California. Consultant represents and maintains that it is skilled in
the professional calling necessary to perform the Services. Consultant warrants that all
employees and subcontractors shall have sufficient skill and experience to perform the
Services assigned to them. Finally, Consultant represents that it, its employees and
subcontractors have all licenses, permits, qualifications and approvals of whatever nature
that are legally required to perform the Services, including a City Business License, and
that such licenses and approvals shall be maintained throughout the term of this
Agreement. As provided for in the indemnification provisions of this Agreement,
Consultant shall perform, at its own cost and expense and without reimbursement from the
City, any services necessary to correct errors or omissions which are caused by the
Consultant's failure to comply with the standard of care provided for herein. Any employee
of the Consultant or its sub-consultants who is determined by the City to be uncooperative,
incompetent, a threat to the adequate or timely completion of the Project, a threat to the
safety of persons or property, or any employee who fails or refuses to perform the Services
in a manner acceptable to the City, shall be promptly removed from the Project by the
Consultant and shall not be re-employed to perform any of the Services or to work on the
Project.
3.2.9 Laws and Regulations. Consultant shall keep itself fully informed of
and in compliance with all local, state and federal laws, rules and regulations in any
manner affecting the performance of the Project or the Services, including all Cal/OSHA
requirements, and shall give all notices required by law. Consultant shall be liable for all
violations of such laws and regulations in connection with Services. If the Consultant
performs any work knowing it to be contrary to such laws, rules and regulations and without
giving written notice to the City, Consultant shall be solely responsible for all costs arising
therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers,
employees and agents free and harmless, pursuant to the indemnification provisions of this
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Agreement, from any claim or liability arising out of any failure or alleged failure to comply
with such laws, rules or regulations.
3.2.10 Insurance.
3.2.10.1 Time for Compliance. Consultant shall maintain prior to the
beginning of and for the direction of this Agreement insurance coverage as specified in
Exhibit D attached to and part of this agreement.
3.2.11 Safety. Contractor shall execute and maintain its work so as to
avoid injury or damage to any person or property. In carrying out its Services, the
Contractor shall at all times be in compliance with all applicable local, state and federal
laws, rules and regulations, and shall exercise all necessary precautions for the safety of
employees appropriate to the nature of the work and the conditions under which the work is
to be performed.
3.3 Fees and Payments.
3.3.1 Compensation. Consultant shall receive compensation, including
authorized reimbursements, for all Services rendered under this Agreement at the rates set
forth in Exhibit C attached hereto and incorporated herein by reference. The total
compensation shall not exceed forty five thousand dollars ($45,000.00) without advance
written approval of the city manager's project manager. Extra Work may be authorized, as
described below, and if authorized, will be compensated at the rates and manner set forth
in this Agreement.
3.3.2 Payment of Compensation. Consultant shall submit to City a monthly
itemized statement which indicates work completed and hours of Services rendered by
Consultant. The statement shall describe the amount of Services and supplies provided
since the initial commencement date, or since the start of the subsequent billing periods,
as appropriate, through the date of the statement. City shall, within 45 days of receiving
such statement, review the statement and pay all approved charges thereon.
3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for
any expenses not a part of the project budget unless authorized in writing by City.
3.3.4 Extra Work. At any time during the term of this Agreement, City may
request that Consultant perform Extra Work. As used herein, "Extra Work" means any
work which is determined by City to be necessary for the proper completion of the Project,
but which the parties did not reasonably anticipate would be necessary at the execution of
this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without
written authorization from City's Representative.
3.3.5 Prevailing Wages. Consultant is aware of the requirements of
California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code
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of Regulations, Title 8, Section 1600, et seq., ("Prevailing Wage Laws"), which require the
payment of prevailing wage rates and the performance of other requirements on "public
works" and "maintenance" projects. If the Services are being performed as part of an
applicable "public works" or "maintenance" project, as defined by the Prevailing Wage
Laws, and if the total compensation is $1,000 or more, Consultant agrees to fully comply
with such Prevailing Wage Laws. City shall provide Consultant with a copy of the
prevailing rates of per diem wages in effect at the commencement of this Agreement.
Consultant shall make copies of the prevailing rates of per diem wages for each craft,
classification or type of worker needed to execute the Services available to interested
parties upon request, and shall post copies at the Consultant's principal place of business
and at the project site. Consultant shall defend, indemnify and hold the City, its elected
officials, officers, employees and agents free and harmless from any claim or liability
arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
3.4 Accounting Records.
3.4.1 Maintenance and Inspection. Consultant shall maintain complete and
accurate records with respect to all costs and expenses incurred under this Agreement. All
such records shall be clearly identifiable. Consultant shall allow a representative of City
during normal business hours to examine, audit, and make transcripts or copies of such
records and any other documents created pursuant to this Agreement. Consultant shall
allow inspection of all work, data, documents, proceedings, and activities related to the
Agreement for a period of three (3) years from the date of final payment under this
Agreement.
3.5 General Provisions.
3.5.1 Termination of Agreement.
3.5.1.1 Grounds for Termination. City may, by written notice to
Consultant, terminate the whole or any part of this Agreement at any time and without
cause by giving written notice to Consultant of such termination, and specifying the
effective date thereof, at least seven (7) days before the effective date of such termination.
Upon termination, Consultant shall be compensated only for those services which have
been adequately rendered to City, and Consultant shall be entitled to no further
compensation. Consultant may not terminate this Agreement except for cause.
3.5.1.2 Effect of Termination. If this Agreement is terminated as
provided herein, City may require Consultant to provide all finished or unfinished
Documents and Data and other information of any kind prepared by Consultant in
connection with the performance of Services under this Agreement. Consultant shall be
required to provide such document and other information within fifteen (15) days of the
request.
3.5.1.3 Additional Services. In the event this Agreement is
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terminated in whole or in part as provided herein, City may procure, upon such terms and
in such manner as it may determine appropriate, services similar to those terminated.
3.5.2 Delivery of Notices. All notices permitted or required under this
Agreement shall be given to the respective parties at the following address, or at such
other address as the respective parties may provide in writing for this purpose:
CONSULTANT:
Civic Solutions, Inc
27362 Calle Arroyo
San Juan Capistrano, CA 92675
Attn: Thomas G. Merrell, President
CITY:
City of Rosemead
P.O. Box 399
Rosemead, CA 91770
Attn: Sheri Bermejo, Principal Planner
Such notice shall be deemed made when personally delivered or when mailed,
forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and
addressed to the party at its applicable address. Actual notice shall be deemed adequate
notice on the date actual notice occurred, regardless of the method of service.
3.5.3 Ownership of Materials and Confidentiality.
3.5.3.1 Documents & Data; Licensing of Intellectual Property.
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or
works of authorship fixed in any tangible medium of expression, including but not limited to,
physical drawings or data magnetically or otherwise recorded on computer diskettes, which
are prepared or caused to be prepared by Consultant under this Agreement ("Documents &
Data"). Consultant shall require all subcontractors to agree in writing that City is granted a
non-exclusive and perpetual license for any Documents & Data the subcontractor prepares
under this Agreement. Consultant represents and warrants that Consultant has the legal
right to license any and all Documents & Data. Consultant makes no such representation
and warranty in regard to Documents & Data which were prepared by design professionals
other than Consultant or provided to Consultant by the City. City shall not be limited in any
way in its use of the Documents and Data at any time, provided that any such use not
within the purposes intended by this Agreement shall be at City's sole risk.
3.5.3.2 Confidentiality. All ideas, memoranda, specifications,
plans, procedures, drawings, descriptions, computer program data, input record data,
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written information, and other Documents and Data either created by or provided to
Consultant in connection with the performance of this Agreement shall be held confidential
by Consultant. Such materials shall not, without the prior written consent of City, be used
by Consultant for any purposes other than the performance of the Services. Nor shall such
materials be disclosed to any person or entity not connected with the performance of the
Services or the Project. Nothing furnished to Consultant which is otherwise known to
Consultant or is generally known, or has become known, to the related industry shall be
deemed confidential. Consultant shall not use City's name or insignia, photographs of the
Project, or any publicity pertaining to the Services or the Project in any magazine, trade
paper, newspaper, television or radio production or other similar medium without the prior
written consent of City.
3.5.4 Cooperation; Further Acts. The Parties shall fully cooperate with one
another, and shall take any additional acts or sign any additional documents as may be
necessary, appropriate or convenient to attain the purposes of this Agreement.
3.5.5 Attorney's Fees. If either party commences an action against the other
party, either legal, administrative or otherwise, arising out of or in connection with this
Agreement, the prevailing party in such litigation shall be entitled to have and recover from
the losing party reasonable attorney's fees and all other costs of such action.
3.5.6 Indemnification. Consultant shall defend, indemnify and hold the City,
its officials, officers, employees, volunteers and agents free and harmless from any and all
claims, demands, causes of action, costs, expenses, liability, loss, damage or injury, in law
or equity, to property or persons, including wrongful death, in any manner arising out of or
incident to any alleged acts, omissions or willful misconduct of Consultant, its officials,
officers, employees, agents, consultants and contractors arising out of or in connection with
the performance of the Services, the Project or this Agreement, including without limitation
the payment of all consequential damages and attorneys fees and other related costs and
expenses. Consultant shall defend, at Consultant's own cost, expense and risk, any and all
such aforesaid suits, actions or other legal proceedings of every kind that may be brought
or instituted against City, its directors, officials, officers, employees, agents or volunteers.
Consultant shall pay and satisfy any judgment, award or decree that may be rendered
against City or its directors, officials, officers, employees, agents or volunteers, in any such
suit, action or other legal proceeding. Consultant shall reimburse City and its directors,
officials, officers, employees, agents and/or volunteers, for any and all legal expenses and
costs incurred by each of them in connection therewith or in enforcing the indemnity herein
provided. Consultant's obligation to indemnify shall not be restricted to insurance
proceeds, if any, received by the City, its directors, officials officers, employees, agents or
volunteers.
3.5.7 Entire Agreement. This Agreement contains the entire Agreement of
the parties with respect to the subject matter hereof, and supersedes all prior negotiations,
understandings or agreements. This Agreement may only be modified by a writing signed
by both parties.
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3.5.8 Governing Law. This Agreement shall be governed by the laws of the
State of California. Venue shall be in Los Angeles County.
3.5.9 Time of Essence. Time is of the essence for each and every provision
of this Agreement
3.5.10 City's Right to Employ Other Consultants. City reserves right to
employ other consultants in connection with this Project.
3.5.11 Successors and Assigns. This Agreement shall be binding on the
successors and assigns of the parties.
3.5.12 Assignment or Transfer. Consultant shall not assign, hypothecate, or
transfer, either directly or by operation of law, this Agreement or any interest herein without
the prior written consent of the City. Any attempt to do so shall be null and void, and any
assignees, hypothecates or transferees shall acquire no right or interest by reason of such
attempted assignment, hypothecation or transfer.
3.5.13 Construction; References; Captions. Since the Parties or their agents
have participated fully in the preparation of this Agreement, the language of this Agreement
shall be construed simply, according to its fair meaning, and not strictly for or against any
Party. Any term referencing time, days or period for performance shall be deemed
calendar days and not work days. All references to Consultant include all personnel,
employees, agents, and subcontractors of Consultant, except as otherwise specified in this
Agreement. All references to City include its elected officials, officers, employees, agents,
and volunteers except as otherwise specified in this Agreement. The captions of the
various articles and paragraphs are for convenience and ease of reference only, and do
not define, limit, augment, or describe the scope, content, or intent of this Agreement.
3.5.14 Amendment; Modification. No supplement, modification, or
amendment of this Agreement shall be binding unless executed in writing and signed by
both Parties.
3.5.15 Waiver. No waiver of any default shall constitute a waiver of any other
default or breach, whether of the same or other covenant or condition. No waiver, benefit,
privilege, or service voluntarily given or performed by a Party shall give the other Party any
contractual rights by custom, estoppel, or otherwise.
3.5.16 No Third Party Beneficiaries. There are no intended third party
beneficiaries of any right or obligation assumed by the Parties.
3.5.17 Invalidity; Severability. If any portion of this Agreement is declared
invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the
remaining provisions shall continue in full force and effect.
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3.5.18 Prohibited Interests. Consultant maintains and warrants that it has not
employed nor retained any company or person, other than a bona fide employee working
solely for Consultant, to solicitor secure this Agreement. Further, Consultant warrants that
it has not paid nor has it agreed to pay any company or person, other than a bona fide
employee working solely for Consultant, any fee, commission, percentage, brokerage fee,
gift or other consideration contingent upon or resulting from the award or making of this
Agreement. Consultant further agrees to file, or shall cause its employees or
subconsultants to file, a Statement of Economic Interest with the City's Filing Officer as
required under state law in the performance of the Services. For breach or violation of this
warranty, City shall have the right to rescind this Agreement without liability. For the term
of this Agreement, no member, officer or employee of City, during the term of his or her
service with City, shall have any direct interest in this Agreement, or obtain any present or
anticipated material benefit arising therefrom.
3.5.19 Equal Opportunity Employment. Consultant represents that it is an
equal opportunity employer and it shall not discriminate against any subcontractor,
employee or applicant for employment because of race, religion, color, national origin,
handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited
to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or
recruitment advertising, layoff or termination. Consultant shall also comply with all relevant
provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other
related programs or guidelines currently in effect or hereinafter enacted.
3.5.20 Labor Certification. By its signature hereunder, Consultant certifies
that it is aware of the provisions of Section 3700 of the California Labor Code which require
every employer to be insured against liability for Worker's Compensation or to undertake
self-insurance in accordance with the provisions of that Code, and agrees to comply with
such provisions before commencing the performance of the Services.
3.5.21 Authority to Enter Agreement. Consultant has all requisite power and
authority to conduct its business and to execute, deliver, and perform the Agreement.
Each Party warrants that the individuals who have signed this Agreement have the legal
power, right, and authority to make this Agreement and bind each respective Party.
3.5.22 Counterparts. This Agreement may be signed in counterparts, each of
which shall constitute an original.
3.6 Subcontracting.
3.6.1 Prior Approval Required. Consultant shall not subcontract any portion
of the work required by this Agreement, except as expressly stated herein, without prior
written approval of City. Subcontracts, if any, shall contain a provision making them
subject to all provisions stipulated in this Agreement.
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[signatures on next page]
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CITY OF ROSEMEAD
Gary Taylor
Mayor
Attest:
Gloria Molleda
City Clerk
Approved as to Form:
Rachel H. Richman
City Attorney
CIVIC SOLUTIONS, INC.
By:
Name:Thomas G. Merrell AICP
Title: President
[If Corporation, TWO SIGNATURES, President
OR Vice President A Secretary, AND
OF CONTRACTOR
REQUIRED]
By:
Name:Thomas G. Merrell AICP
Title: Secretary
02/08
Document12
EXHIBIT A
SCOPE OF SERVICES
SECTION 2
SCOPE
OF WORK AND
SCHEDULE
METHODOLOGY & APPROACH
Civic Solutions proposes a scope of work organized into four phases. The following summary
describes the approach and methodology for each of the tasks within the sequential phases
of work. Tasks to be completed by City staff and tasks to be completed with City staff
participation are so indicated in italics.
PHASE 1. INITIAL RECONNAISSANCE
This initial phase is intended to accomplish a number of important first steps in our work
program, including the following:
• Establish communication links and protocol with City staff,
• Establish an understanding of information sources,
• Finalize the project schedule and milestones with staff, and
• Act as a discovery process looking at the existing Zoning Ordinance and
updated General Plan and gathering input from various community members
and organizations on issues and concerns to be addressed.
A. Kick-Off Meeting and On-going Communication
The key members of the Civic Solutions (CSI) team will meet with City staff to review the
project objectives and the project schedule and milestones, and finalize the community
outreach process. We will use this opportunity to allow the City to brief our team on spec
attributes of the planning effort, key hot spots, and specific ordinance concerns and issues
that have been previously identified
Baseline data will be provided to the project team at this time and a city reconnaissance tour
will be conducted. We will discuss issues and determine who is responsible for gathering
certain data and providing, maps, graphics and technical text. CSI will participate in monthly
status meetings by teleconference. Additional meetings may occur at milestone points as
needed. Items to be covered in the initial meeting are as follows:
• Review project objectives
• Staff briefing on specific issues, hot spots, concerns
• Review schedule
• Identify data sources, base mapping, and City contacts
• City tour
B. Review Existing Zoning Ordinance, Updated General Plan, and Other Background
Information
in order to approach the project with a dear understanding of the issues and history, we
will conduct a critical review of the existing Zoning Ordinance, review other background
information and/or ordinances provided by staff, and prepare a matrix analysis of the General
Plan policies and identified implementation measures by Element The team will also identify
all State and federal laws that need to be addressed. We will take a more in-depth tour of
the City and take note of existing conditions, relationship to surrounding properties and uses,
vehicular access and circulation, parking, landscaping, architectural style and other relevant
factors. We will also identify any key neighborhoods and areas identified by the City as
areas of concern. Using digital camera technology, photographs will be taken of key items
for presentation and discussion.
Specific issues to assess in the existing Zoning Ordinance include:
• Lack of clarity
A-1
Internal consistency
Consistency with GP policies & implementation measures
Outdated uses and definitions
Un-necessary repetition
Identify lacking components
Preliminary need for graphic examples
Compliance with state law
Adequacy of administrative mechanisms
Ease of implementation/enforcement
C. Prepare Public Outreach Mailing List (Completed by City staff)
A list of agencies, individuals and interest groups will be compiled to provide notice andlor
information regarding workshops and hearings for the update process.
D. Conduct Stakeholder Input Process
Consultant will work with staff to identify all stakeholders to be interviewed. Interviews are
anticipated to be held with all Council and Planning Commission members, key city staff,
representatives from the Chamber of Commerce and any downtown business owners or
merchants associations, and representatives from the building industry. We will arrange for
a full day of continuous interview appointments and ask that staff facilitate setting up the
interview schedule and interview venue-
Interviews will be structured only to the extent of asking essential questions of each person,
and then allowing adequate time for open exchange of ideas and information. Any information
offered on condition of anonymity will be respected and reported without revealing the
source.
Anticipated interviews with key stakeholders
• Council
• Planning Commission
• Staff
• Chamber of Commerce
• Any Business Owners associations
• Development community representatives
Phase 1. Deliverables
1. Work program and Worts Schedule in schematic format
2. Public Outreach Contact List
3. Stakeholder Interview summary memo
PHASE 2. ASSESSMENT OF PRIORITY ACTIONS
This second phase of the work program is intended to assess existing Zoning ordinance
issues, identify priority revision needs, and draft the necessary ordinance amendment
language to provide immediate solutions for the priority issues.
A. Compile List of Known Zoning Ordinance Issues (completed by City staff)
A detailed list of priority issues with the existing Zoning Ordinance tvifl be prepared and
prioritized- This list will include both deficits in the existing ordinance and omissions that
reduce or prevent the ability of the City to manage important current land use development
decisions.
B-1
B. Research Possible Solutions to Identified Priority Issues (Completed by City staff
Research will be conducted to find examples from other municipal or state agencies who
have found feasible solutions to the identified priority issues. Such examples are intended to
provide both practical approaches and ordinance formats for addressing the issues.
C. Prepare Assessment Findings Report & Priority Ordinance Revision
Recommendations
Following the stakeholders interviews and the review of existing planning documents under
Task B above, the consultant team will prepare a findings report summarizing the following:
• Identification of substantive and structural issues in the existing Zoning
Ordinance;
• Identification of State and/or Federal laws that are not being adequately
addressed;
Development issues identified in community reconnaissance;
• Summarization of stakeholder interview comments;
• Recommendations for Priority Ordinance revisions to address immediate zoning
control issues.
D. Conduct Joint Workshop #1: Council & Planning Commission
Conduct a Joint Council/Planning Commission workshop in collaboration with City staff that
will be open to the public. The purpose of this workshop will be as follows:
• Review the Zoning Ordinance update project and its intended purpose and
timeline
• Review the process and findings of the Assessment Report
• Conclusions of the existing Zoning Ordinance assessment
• Findings of stakeholder interview input
• Summary conclusions from assessment process
• Recommendations for immediate Ordinance revisions
• Solicit any public audience input on the update process
The objective of the meeting will be to gain consensus among the Council and Commission
members on the key issues to be addressed in the update and what, if any, immediate
emergency ordinance revisions are necessary-
E. Draft Text for Priority Revisions
Prepare draft text for each proposed priority revision. Text will not be drafted in ordinance
format but will form the basis for subsequent preparation of revision ordinances for Council
adoption. (shared task between Consultant and City staff)
F. Draft Priority Ordinance Revisions, Staff Reports & Notices (Completed by City
staff)
if priority ordinance revisions are deemed necessary, Consultant will assist staff in preparing
draft ordinance revision language, staff reports, and notices for Planning Commission and
Council action-
B-2
G. Attend Planning Commission and City Council Hearings for Priority Revisions
Adoption (Compled by City staff)
Attend Commission and Council hearings to present priority ordinance revisions and ansiver
any questions regarding the revisions pnor to adoptions.
Phase 2. Deliverables
1. List of Priority Zoning Ordinance Issues
2. Zoning Code Update Assessment & Findings Report
3_ Joint Workshop #1 PowerPoint presentation and handouts
4. Draft Priority Ordinance Revision text & Staff Reports
PHASE 3. PREPARE ADMINISTRATIVE REVIEW DRAFT ZONING CODE UPDATE
This third phase of the work program is intended to create an initial %yorking document° draft
of the updated Zoning Code for review and discussion with City staff. It will also provide the
basis for an initial analysis of CEQA documentation requirements.
A. Prepare Administrative Review draft
This task is where our team will develop standards and permitted uses that specifically
address the goals and policies of the General Plan. Our team will take the direction from the
initial meeting with staff, the Assessment Report, and the initial public workshop to prepare
a preliminary draft of the Development Code Update. Detailed land use and development
regulations will be formulated in conjunction with Citizen and City input in order to assure
compatibility with the City's overall vision.
All new and revised language will be consistent with changes in State law, including recent
legal interpretations and case law. Antiquated language no longer pertinent to the City will
be modified to address current needs. As we proceed with the update, the draft text will
undergo continuous review to ensure that development standards do not conflict with other
City standards and regulations, and that repetitiveness is avoided- It will also guide the
physical form for continuing development of the downtown, commercial and any potential
mixed-use areas. Smart growth principles, green building standards, and best practices will
be folded into the Code where appropriate.
The Code will be prepared in clear, precise and user-friendly language and a streamlined
format, incorporating high quality summary tables, figures and diagrams as appropriate.
Sample formats will be submitted to City staff for review prior to production of the draft
documents.
The new and updated ordinance will include the following elements:
• Standards will address State and Federal laws adopted since adoption of the
previous code, including second unit regulations, density bonus laws, and
homeless shelters (SB 2), accessibility, etc.).
• Standards will focus on encouraging walkability, bicycling, and use of transit,
and provisions for public art.
• Update the Conditional Use Permit requirements and process,
B-3
• Update parking standards to conform to the General Plan, allowing shared
parking, and include illustrated best practices.
• Amend permitted uses for specified zoning districts, development standards,
administrative procedures and definitions to delete outdated language and
ensure compliance with new State and Federal law. New ordinances that will
be included in this process include the Residential/Commercial Mixed-use
Overlay, CA Regional Commercial zone, Wireless Telecommunication Facility
ordinance, and the Adult Business ordinance.
• Energy conservation/efficiency will be addressed throughout the updated Zoning
Ordinance by incorporating passive heating and natural lighting strategies into
design standards, incorporating green building standards, and other energy
conservation strategies. Revised development standards and design standards
will incorporate specific standards to be consistent with the State's greenhouse
gas reduction policies and laws (SB 375 & AB 32).
• Review and recommend appropriate revisions to discretionary and ministerial
administrative procedures, including appeal procedures, and specifying relevant
reviewing bodies to accurately process applications. The development review
process (Administrative Procedures) will be streamlined, where feasible and
consistent with State law.
B. First Screen Check review by Staff (Completd by City staff`)
City staff will have an opportunity to review the draft Zoning Ordinance, and provide direction
for the preparation of the final draft. To ensure compliance with the project schedule, individual
screen check components of the ordinance/development code may be submitted to staff for
review as they are completed. A consolidated screen check document will be released to
staff for review mth allowances for one 2 week staff review for modifications,
C. Review/Analyze Initial Screen Check Comments and meet with Staff to Discuss
(Shared task between Consultant and City staff)
Consultant will meet to discuss staff input and feedback regarding the initial Screen Check
draft document. This meeting is important to ensure that the consultant team understands
any staff concerns and possible omissions in the initial draft.
D. Supervise staff to prepare Public Review draft Zoning Code update (Shared task
between Consultant and City staff)
Consultant will supervise City staff in the preparation of a public review final draft of the new
Zoning Ordinance (excluding Zoning Map). This draft will be released at least 30 days prior
to the 1st public hearing. A reproducible master (color) will be provided to the City along with
a PDF for posting on the City s website.
E. Prepare CEQA Documentation
Prepare an Initial Study and most likely a Negative Declaration, referencing the recent General
plan update environmental documentation. This process will use any forms or procedures
normally used by the City. (If staff determines that additional documentation such as a
Mitigated Negative Declaration and technical studies are needed, a budget augmentation
will need to be neaotiated.)
Our CEQA Subconsultant, Keeton Kreitzer, will complete the environmental documentation under Civic
Solution's direction.
B-4
Phase 3. Deliverables
1. Updated draft Zoning Ordinance document for administrativetscreen check
review by staff
2. Draft Zoning Ordinance document for public review
3. CEQA Initial Study
4. Draft Negative Declaration
PHASE 4. PUBLIC REVIEW & ADOPTION
The fourth phase of the work program provides for public review and adoption of the updated
Zoning Code and completion of required CEQAA documentation.
A. Prepare for Joint Council/Commission Public Workshop
As in the joint workshop #1, this task includes collaborating with City staff regarding any
notifications list, preparing meeting announcements, hand-out materials, PDPs for website
posting and any other activities needed to ensure a positive meeting experience for the
participants. Consultant will prepare a PowerPoint presentation to be used in the workshop.
B. Conduct Joint Council/Commission Public Workshop #2
The second workshop is to introduce the public review draft Zoning Ordinance, explaining in
more detail the major ordinance revisions and how these revisions will further implementation
of the General Plan goals and policies and make the ordinance more user-friendly. The input
from this meeting will provide adequate information and guidance necessary to carry out the
remainder of this assignment.
Again, our approach to public workshops is always to respect the views of the participants
and provide everyone with an opportunity to give their input. We will not try to `sell' the
program at this meeting, but rather it is for us to facilitate the discussion, listen and gather
input.
C. Collaborate with Staff to Address Input from Workshop #2 and any CEQA review
and/or Public comments
We will work with City staff to resolve any outstanding issues raised during Workshop #2 or
any comments received from public input and the CEQA review process. In some cases, it
may not be possible to address every issue. Any issues that cannot be addressed will be
documented and carried forward into the approval process, giving respect to the ideas and
concerns of residents, business owners, developers and landowners.
Recognizing the budget constraints of the project, any unanticipated significant comments
that may require a change in project scope and/or project schedule will require a contract/
budget amendment to property address. The need and scope of any such amendments will
be mutually agreed to between Consultant and City.
D. Prepare final Public Hearing draft Zoning Ordinance (Completed by City start)
This task is the refinement of the document to be offered for approval by the City Council.
The draft Zoning Ordinance will be revised based on comments received at Workshops #2,
any written comments on the Public Review Draft, and review comments from City staff
E. Prepare for and Attend Planning Commission & Council hearings
We will attend up to two (2) Planning Commission and one (1) City Council meeting/hearing,
B-5
and participate in presentations and answering questions regarding the project and work
product. Consultant will revise (if needed) the PowerPoint presentation given to the 2nd Joint
Commission/Council workshop in Task B above.
F. Prepare Final Edits to Zoning Ordinance based on Council Action (Completed by
City staff)
Based on comments and direction received from the Planning Commission and City Council
from the public hearings, we will edit the Ordinance. The Preliminary Final document will be
submitted the City Council for adoption prior to the final public hearing.
G. Prepare Final CEQA Documentation (Completed by City staff)
Prepare and file the Notice of Determination (NOD) after Council action on the project.
Phase 4 Deliverables
1 _ Joint Workshop #2 PowerPoint presentation
2_ Final Draft Public Hearing Zoning Ordinance document
3. Final Draft CEQA documentation
4. PowerPoint presentation for Planning Commission and Council hearings
5. Final adopted Zoning Ordinance in text and digital formats
6. Final CEQA documentation
ADMINISTRATIVE SUPPORT
Civic Solutions will prepare presentation materials for workshops and hearings including
handouts and PowerPoint presentations. Materials will be submitted as one (1) unbound
reproducible original, and one (1) electronic/digital copy. Copies of presentation materials
will be prepared by City staff, as will public notices for distribution to properties and interested
parties, and for posting at various locations prior to the workshops and public hearings.
All documents will be prepared in MS WORD, PDF and Excel format, where appropriate and
determined jointly with the City.
Following the final round of edits/corrections based on Council adoption of the updated Code,
the consultant will submit one original master copy in MS WORD format, one duplicate
copy in electronic format suitable for use on the City's website_ The electronic version is
anticipated to be in PDF format.
B-6
EXHIBIT B
SCHEDULE OF SERVICES
.V i ~'1 11•
Contract Award ' Kick-off Meeting
9!2 L'10
Reconnaissance/Research
922110
10113/10
Prepare Outreach Mailing List
927110
10/01/10
Stakeholder Interview Process
Compile List of ORdinance Issues
10/11/10
9/22110
10/15/10
9124,110
Research Solutions to Priority Issues
9/27110
10/15/10
Assessment Findings Report
10/18/10
10129/10
Conduct Public Workshop #1
11/08/10
11112/10
Draft Priority Ordnance Revisions
11 15'10
11!19110
Prepare Administrative Review Draft
I I, 2210
12 3 li 10
Staff Review -Administrative/Screenche k
Draft
1/03111
1114/11
Coordination with Staff on Screencheck
comments
1/17/11
121/11
Prepare CEOA Documentation
2,107/11
2/11/11
Prepare for 8 conduct Public Workshop2
214/11 2,,25-11
Address input from Workship #2
228/11
3111111
Prepare Final Public Hearing Draft
3/14/11
4104/11
Planning Commission Hearing #1
4118111
4/18/11
Planning Commission Hearing #2
5116/11
516/11
Council Hearing #1 - Adoption
524111
524111
Final Zoning Ordinance Edits
5112111
6/01111
Council Hearing #2 - 2nd Reading
6/14/11
6114111
File NOD
6/15/11
6/15111
B-7
EXHIBIT C
COMPENSATION
COST ESTIMATE:
• Assumptions used to determine the consultants costs for this proposal were that staff and
consultant will collaborate and share tasks, as described in the scope and budget.
• Direct labor rates in the budget and the not-to-exceed fee have been discounted from the current
fee schedule as follows:
Project Manager (Roger Mobley)
Senior Planner (Maryann Marks)
Associate Planner (Laurie Lovret)
CEQA Consultant (Keeton Kreitze
$125
$95
$75
$110
• The total not-to-exceed upper limit for the scope of work described in this proposal, including any
subconsultant-petiormed tasks is $45,000 (see following page for detailed budget).
C-1
CITY OF ROSEMEAD ZONING CODE UPDATE COST ESTIMATE AND NTE FEE
BUDGET • TO-EXCEED FEE
ff t
k
)
TA
Ci
i
i
di
RM MM LL KK
TOTAL
TOTAL
s, per scope
cs
n
cate
ty sta
as
SKS (hal
PHASE I - INITIAL RECONNAISSANCE
MRS MRS MRS MRS
MRS
FEES
Contract Award I Kick-Off Meeting
8 8
16
$1.760.00
Review Existing Code and Background Materials
16 8 12
36
$3,660.00
Prepare Outreach Mailing List
0
Stakeholder Input Process
16 12 2
30
S3.29000
Phase ! Totals
40 28 14
82
$8,710.00
PHASE II - ASSESSMENT OF PRIORITY ACTIONS
Compile List of Ordinance Issues
Research Solutions to Priority Issues
Assessment Findings Report
12 4 12
28
$2,780.00
Conduct Joint Workshop *1
12 12 4
28
$2,940.00
Draft text for Priority Revisions
8 16
24
$2,200.00
Draft Priority Revisions Ordinance, staff report,
notices
Attend PC 8 CC hearings to adopt priority
revisions
Phase 2 Totals
32 16 32
80
$7,920-00
PHASE III DRAFT ADMINISTRATIVE CODE UPDATE
Prepare Administrative Review Draft
52 20 96
168
$15,60000
Staff Review- Administrative/Screencheck Draft
Coordination with Staff on Screencheck comments
10 6
16
$1,820.00
Supervise staff to prepare Public Review draft
8 4 12
24
$2,280.00
Prepare CEQA Documentation
32
32
53.520 00
Phase 3 Totals
70 30 108 32
240
$23,220.00
PHASE IV PUBLIC REVIEW AND ADOPTION
Prepare for Joint Workshop #2
8
8
$760.00
Conduct Joint Public Workshop #2
6 8
14
$1,510.00
Address Input from Workshop *2
4 4
8
$880.00
Prepare Final Hearing Draft Zoning Ordinance
Prepare for. Attend Commission, Council Hearings
8
8
S1,000.00
Edit 8 Prepare Final Zoning Ordinance
Prepare Final CEQA Documentation
Phase4 Totals
TOTAL PROFESSIONAL BUDGET
18 20 0
38
54,150.00
S".000.00
BUDGET FOR SUPPORT SERVICES
Administrative Support
51.000.00
Support Services Total
TOTAL BUDGET
51.000 00
$45,000.00
C-2
EXHIBIT D
INSURANCE REQUIREMENTS
Prior to the beginning of and throughout the duration of the Work, Consultant will maintain
insurance in conformance with the requirements set forth below. Consultant will use
existing coverage to comply with these requirements. If that existing coverage does not
meet the requirements set forth here, Consultant agrees to amend, supplement or endorse
the existing coverage to do so. Consultant acknowledges that the insurance coverage and
policy limits set forth in this section constitute the minimum amount of coverage required.
Any insurance proceeds available to City in excess of the limits and coverage required in
this agreement and which is applicable to a given loss, will be available to City.
Consultant shall provide the following types and amounts of insurance:
Commercial General Liability Insurance using Insurance Services Office "Commercial
General Liability" policy form CG 00 01 or the exact equivalent. Defense costs must be
paid in addition to limits. There shall be no cross liability exclusion for claims or suits by
one insured against another. Limits are subject to review but in no event less than
$1,000,000 per occurrence.
Business Auto Coverage on ISO Business Auto Coverage form CA 00 01 including symbol
1 (Any Auto) or the exact equivalent. Limits are subject to review, but in no event to be less
that $1,000,000 per accident. If Consultant owns no vehicles, this requirement may be
satisfied by a non-owned auto endorsement to the general liability policy described above.
If Consultant or Consultant's employees will use personal autos in any way on this project,
Consultant shall provide evidence of personal auto liability coverage for each such person.
Workers Compensation on a state-approved policy form providing statutory benefits as
required by law with employer's liability limits no less than $1,000,000 per accident or
disease.
Excess or Umbrella Liability Insurance (Over Primary) if used to meet limit requirements,
shall provide coverage at least as broad as specified for the underlying coverages. Any
such coverage provided under an umbrella liability policy shall include a drop down
provision providing primary coverage above a maximum $25,000 self-insured retention for
liability not covered by primary but covered by the umbrella. Coverage shall be provided on
a "pay on behalf"basis, with defense costs payable in addition to policy limits. Policy shall
contain a provision obligating insurer at the time insured's liability is determined, not
requiring actual payment by the insured first. There shall be no cross liability exclusion
precluding coverage for claims or suits by one insured against another. Coverage shall be
applicable to City for injury to employees of Consultant, subconsultants or others involved
in the Work. The scope of coverage provided is subject to approval of City following receipt
of proof of insurance as required herein. Limits are subject to review but in no event less
than $ per occurrence.
Professional Liability or Errors and Omissions Insurance as appropriate shall be written on
a policy form coverage specifically designed to protect against acts, errors or omissions of
D-1
the consultant and "Covered Professional Services" as designated in the policy must
specifically include work performed under this agreement. The policy limit shall be no less
than $1,000,000 per claim and in the aggregate. The policy must "pay on behalf of the
insured and must include a provision establishing the insurer's duty to defend. The policy
retroactive date shall be on or before the effective date of this agreement.
Insurance procured pursuant to these requirements shall be written by insurers that are
admitted carriers in the state of California and with an A. M. Bests rating of A- or better and
a minimum financial size VII.
General conditions pertaining to provision of insurance coverage by Consultant.
Consultant and City agree to the following with respect to insurance provided by
Consultant:
1. Consultant agrees to have its insurer endorse the third party general liability
coverage required herein to include as additional insureds City, its officials,
employees and agents, using standard ISO endorsement No. CG 2010 with an
edition prior to 1992. Consultant also agrees to require all contractors, and
subcontractors to do likewise.
2. No liability insurance coverage provided to comply with this Agreement shall
prohibit Consultant, or Consultant's employees, or agents, from waiving the right
of subrogation prior to a loss. Consultant agrees to waive subrogation rights
against City regardless of the applicability of any insurance proceeds, and to
require all contractors and subcontractors to do likewise.
3. All insurance coverage and limits provided by Contractor and available or
applicable to this agreement are intended to apply to the full extent of the
policies. Nothing contained in this Agreement or any other agreement relating to
the City or its operations limits the application of such insurance coverage.
4. None of the coverages required herein will be in compliance with these
requirements if they include any limiting endorsement of any kind that has not
been first submitted to City and approved of in writing.
5. No liability policy shall contain any provision or definition that would serve to
eliminate so-called "third party action over" claims, including any exclusion for
bodily injury to an employee of the insured or of any contractor or subcontractor.
6. All coverage types and limits required are subject to approval, modification and
additional requirements by the City, as the need arises. Consultant shall not
make any reductions in scope of coverage (e.g. elimination of contractual liability
or reduction of discovery period) that may affect City's protection without City's
prior written consent.
7. Proof of compliance with these insurance requirements, consisting of certificates
of insurance evidencing all of the coverages required and an additional insured
endorsement to Consultant's general liability policy, shall be delivered to City at
D-2
or prior to the execution of this Agreement. In the event such proof of any
insurance is not delivered as required, or in the event such insurance is canceled
at any time and no replacement coverage is provided, City has the right, but not
the duty, to obtain any insurance it deems necessary to protect its interests
under this or any other agreement and to pay the premium. Any premium so paid
by City shall be charged to and promptly paid by Consultant or deducted from
sums due Consultant, at City option.
8. Certificate(s) are to reflect that the insurer will provide 30 days notice to City of
any cancellation of coverage. Consultant agrees to require its insurer to modify
such certificates to delete any exculpatory wording stating that failure of the
insurer to mail written notice of cancellation imposes no obligation, or that any
party will "endeavor" (as opposed to being required) to comply with the
requirements of the certificate.
9. It is acknowledged by the parties of this agreement that all insurance coverage
required to be provided by Consultant or any subcontractor, is intended to apply
first and on a primary, noncontributing basis in relation to any other insurance or
self insurance available to City.
10. Consultant agrees to ensure that subcontractors, and any other party involved
with the project who is brought onto or involved in the project by Consultant,
provide the same minimum insurance coverage required of Consultant.
Consultant agrees to monitor and review all such coverage and assumes all
responsibility for ensuring that such coverage is provided in conformity with the
requirements of this section. Consultant agrees that upon request, all
agreements with subcontractors and others engaged in the project will be
submitted to City for review.
11. Consultant agrees not to self-insure or to use any self-insured retentions or
deductibles on any portion of the insurance required herein and further agrees
that it will not allow any contractor, subcontractor, Architect, Engineer or other
entity or person in any way involved in the performance of work on the project
contemplated by this agreement to self-insure its obligations to City. If
Consultant's existing coverage includes a deductible or self-insured retention,
the deductible or self-insured retention must be declared to the City. At that time
the City shall review options with the Consultant, which may include reduction or
elimination of the deductible or selfinsured retention, substitution of other
coverage, or other solutions.
12. The City reserves the right at any time during the term of the contract to change
the amounts and types of insurance required by giving the Consultant ninety (90)
days advance written notice of such change. If such change results in substantial
additional cost to the Consultant, the City will negotiate additional compensation
proportional to the increased benefit to City.
13. For purposes of applying insurance coverage only, this Agreement will be
deemed to have been executed immediately upon any party hereto taking any
D-3
steps that can be deemed to be in furtherance of or towards performance of this
Agreement.
14. Consultant acknowledges and agrees that any actual or alleged failure on the
part of City to inform Consultant of non-compliance with any insurance
requirement in no way imposes any additional obligations on City nor does it
waive any rights hereunder in this or any other regard.
15. Consultant will renew the required coverage annually as long as City, or its
employees or agents face an exposure from operations of any type pursuant to
this agreement. This obligation applies whether or not the agreement is canceled
or terminated for any reason. Termination of this obligation is not effective until
City executes a written statement to that effect.
16. Consultant shall provide proof that policies of insurance required herein expiring
during the term of this Agreement have been renewed or replaced with other
policies providing at least the same coverage. Proof that such coverage has
been ordered shall be submitted prior to expiration. A coverage binder or letter
from Consultant's insurance agent to this effect is acceptable. A certificate of
insurance and/or additional insured endorsement as required in these
specifications applicable to the renewing or new coverage must be provided to
City within five days of the expiration of the coverages.
17. The provisions of any workers' compensation or similar act will not limit the
obligations of Consultant under this agreement. Consultant expressly agrees not
to use any statutory immunity defenses under such laws with respect to City, its
employees, officials and agents.
18. Requirements of specific coverage features or limits contained in this section are
not intended as limitations on coverage, limits or other requirements nor as a
waiver of any coverage normally provided by any given policy. Specific reference
to a given coverage feature is for purposes of clarification only as it pertains to a
given issue, and is not intended by any party or insured to be limiting or all-
inclusive.
19. These insurance requirements are intended to be separate and distinct from any
other provision in this agreement and are intended by the parties here to be
interpreted as such.
20. The requirements in this Section supersede all other sections and provisions of
this Agreement to the extent that any other section or provision conflicts with or
impairs the provisions of this Section.
21. Consultant agrees to be responsible for ensuring that no contract used by any
party involved in any way with the project reserves the right to charge City or
Consultant for the cost of additional insurance coverage required by this
agreement. Any such provisions are to be deleted with reference to City. It is not
the intent of City to reimburse any third party for the cost of complying with these
D-4
requirements. There shall be no recourse against City for payment of premiums
or other amounts with respect thereto.
Consultant agrees to provide immediate notice to City of any claim or loss against
Consultant arising out of the work performed under this agreement. City assumes no
obligation or liability by such notice, but has the right (but not the duty) to monitor the
handling of any such claim or claims if they are likely to involve City.
D-5