Request for Qualifications for As Needed, On-Call Environmental Services Dear Interested Party:
The City of Bishop (“City”) is seeking a statement of qualifications from environmental consulting teams (“Consultant”) to provide On-Call, As Needed Environmental Consulting Services. Under the direction of the City’s staff, the environmental consultants will assist on an as-needed basis, with a variety of environmental professional services including the preparation and review of California Environmental Quality Act (CEQA), National Environmental Policy Act (NEPA) documents for projects that may occur within the City of Bishop limits. As a public entity, the City of Bishop is considered the lead agency for the processing of projects within the City limits in compliance with CEQA.
A. Purpose and Background
The purpose of this Request for Qualifications (RFQ) is to provide the City with specific environmental consulting services and other related items when expedited services are needed. For each project for which services will be requested, the City will issue a Task Order to one or more firms under the On-Call Agreement and request a proposal.
The term of the As Needed, On-Call services contract(s) shall be for three (3) years. The contract(s) may be extended for one (1) year at a time, after the initial three (3) years, with written agreement of the City and the Consultant. The contract(s) may be extended until a five (5) year period is complete.
The City supports the Disadvantaged Business Enterprise (DBE) program and encourages the use of DBE consultants and subconsultants when possible. The primary purpose of the DBE program is to provide training, assistance, and services to minority, disadvantaged, and women business enterprises and provide equal opportunity. There is no DBE goal for participation in this RFQ. However, DBE goals will be given for the task orders if required.
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B. Scope of Services
Services provided by Consultant will be on an intermittent, as needed, On-Call basis. The Consultant shall have staff qualified to conduct all necessary environmental consulting work and written documents, including graphics.
Scope of Services may include, but are not limited to, the following tasks:
• Preparation of technical reports/memos and NEPA and CEQA documents or similar:
o Natural Environment Study (NES) / NES Minimal Impacts o Biological Assessment
o Revegetation Plan
o Focused Plant or Animal Survey
o Habitat Assessment
o Wetland Delineation
o Arborist Evaluation
o Noise Technical Memorandum
o Initial Site Assessment
o Lead and Asbestos Testing
o Historic Property Survey Report
o Archaeological Survey Report
o Historic Resources Evaluation Report
o Finding of Effect
o Water Quality Assessment Memorandum/Report
o Caltrans forms, for example, Preliminary Environmental Study PES Form, Caltrans Floodplain Forms
o Initial Study / Mitigated Negative Declaration / Mitigation Monitoring and Reporting Program
o Environmental Impact Reports (EIR)
• Obtain sub-consultants for other as-needed professional environmental consultant services related to environmental analysis and surveying. • Attend kickoff and other meetings at the City’s request. • Review CEQA/NEPA documents, plans, studies, and other documents on behalf of the City.
• Providing General Assistance and Support to comply with CEQA/NEPA requirements for both federal and/or state-funded projects. • Consultation with City, Caltrans, or other agency staff. • Reviewing environmental reports or technical studies. 265
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• Reviewing project permits.
• Identifying the components and requirements of a project. • Conducting a site investigation to determine existing field conditions. • Submitting a written proposal, including the scope of work, a not-to-exceed fee proposal, and a schedule.
• Compliance monitoring.
All work shall be in accordance with local, state, and federal standards when applicable.
All documentation, and graphics prepared under the terms of the Agreement with the City shall be delivered to the City and shall become the property of the City. Other work not required by the City, such as notes, sketches, charts, computations, and other data shall be available upon request to the City without restrictions or limitations.
C. Assignment of Work
The City will assign work to any of the contracted firms as deemed necessary. All work shall be performed under the direction of a licensed professional engineer registered with the State of California. No subcontractors shall be utilized without prior authorization by the City.
The consultant will have a prescribed number of working days, indicated in the Task Order, to submit the requested proposal. Failure to submit the proposal by the prescribed time may cause the proposal to be rejected and another firm assigned the task.
When services are being requested, the City will issue the Task Order to one or more of the firms under the On-Call Agreement and request a proposal, including project understanding, fee rates for the completion of the tasks, proposed methods, hours to be spent on tasks, and a schedule including the time needed to complete the tasks. The City will review proposals and will award the work based on qualifications for tasks and overall cost.
Project scheduling will be based on a task-to-task basis decided by the City and Consultant. Any changes in the schedule must have prior authorization by the City’s Public Works staff. The final payment will be paid when all tasks are complete, and the City has received all the required documents.
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Schedule
The City of Bishop has set a schedule for the RFQ process. However, the services provided by the Consultant will be on an as needed, On-Call schedule.
Description Estimated Completion Date
Advertisement of Request for Qualifications February 12, 2024 Requests for Clarification/information Deadline March 9, 2024 Statements Due March 12, 2024
Interviews (if desired by City) Week of March 25, 2024
Initial Selection April 8, 2024
Contract Negotiations Week of April 15, 2024
Present to City Council April 22, 2024
D. City Provided Work and Information
If requested by Consultant, The City of Bishop will provide the following:
• City of Bishop Standard Plans
• Recorded maps showing parcel boundary information
• Topographic information if available
• GIS information if available
• Previously completed, project specific plans or reports • Codes specific to Bishop
E. Selection Criteria and Process
The contract(s) will be awarded on the basis of demonstrated competence and professional qualifications necessary for the satisfactory performance of the services required. There may be interviews for the top responsive firms. Statements will be reviewed by select City staff members and authorized City Representatives. The City will score each of the following criteria on a scale of 1-5 which will be multiplied by the weighted values, with 1 being below average and 5 being exceptional. City Staff will rate statements as seen in the following table:
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Criteria
Weight
Factor
Rating
(1-5)
Weighted
Rating
A. Understanding of work to be done 0.10
B. Responsiveness to request for qualifications 0.05
C. Appropriateness and acceptability of approach
and work plan, ability to develop proposals for
issued task orders
0.15 D. Ability to complete task orders in a timely
manner
0.15 E. Qualifications of the firm, consultant, and
assigned staff
0.10 F. Knowledge of and experience with similar work 0.15 G. Local experiences & knowledge 0.15
H. References 0.05
I. Rating and ranking of interview (if conducted) 0.10
Total Score:
Comments:
The initial selection(s) will be based on the criteria listed in the table above. If clarification is required, a written questionnaire may be provided or an informal interview may be conducted. If an interview is conducted, it will be scheduled within three weeks following the statement submittal.
After selection of the top-ranked firm(s), the City will negotiate final contract terms. The goal of negotiations is to agree on a final contract that delivers the services and products required with reasonable fees. Compensation for the as needed, On-Call, agreements shall be handled through task orders and will be financed through project specific funding sources. Note, there is no expectation or guarantee of a total contract amount.
F. Proposed Response Format
The following statement format is required and has been designed to facilitate comparison among statements submitted. The statements should not exceed 15 pages, not including attachments. Future Task Orders assigned to awarded consultant(s) will have a separate proposal response format, provide by the City at the time of task requests. 268
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1. Cover Letter – Introduction
Provide a summary of the statement and demonstrate the firms understanding of the tasks, including general approach for scope of services provided in this RFQ. Include an introduction to the firm as well as a contact person’s name, phone number, email address, and mailing address.
2. Qualifications, Experience, References
Prepare a summary of your firm’s qualification and experience in similar projects. Include the names of clients, duration, and description of past or current assignments. Also, include names and telephone numbers of contact persons of as many as three (3) clients for whom your firm provided similar services.
3. Technical Approaches and Scope of Work
Provide typical work plans for various tasks in the Scope of Services. State the interpretation of the types of work to be performed. State a positive commitment to perform the work in the required manner and time frame. Demonstrate an understanding of the services being requested.
4. Staffing and Subconsultants
List the individuals that will participate on this agreement, including their staff classification. Please include a brief resume of experience in similar projects for each individual and proof of various professional registration, licenses, and certificates.
Subconsultant statements and resumes may be submitted as an attachment.
If, at the time of a Task Order request, the Consultant(s) wishes to use subconsultants not specified in their RFQ statement, prior written approval must be received from the City. The City may provide the approval after review of the proposal(s) required for a Task Order. Subconsultants may be used for work such as traffic reports or studies, traffic studies reviews, and other as-needed technical studies.
5. Fees
Provide a price statement for general services in a separate, sealed envelope including a price for each typical deliverable. The price statement should include a list of staff hourly rates and other additional costs in the event that work is required outside of the typical design items outlined in this RFQ. Once City staff has made initial selections, the price statement will be opened and used as a basis for final scope and fee negotiations. Should those negotiations be successful, all other price statements will be unopened and shredded.
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G. Submittal of Statement
Submit two (2) signed hard copies and one electronic copy on a thumb drive of your entire statement in a sealed envelope labeled “RFQ – As Needed, On-Call Services for COB”. Label price statement as “Price Statement for RFQ – As Needed, On-Call Services for COB”. Submit statement to:
City of Bishop
377 West Line Street
Bishop, CA 93514
Attention: Michele Rhew, Public Works Secretary
Statements must be submitted, or postmarked, prior to 4:00 PM, Tuesday, March 12, 2023.
If all required information is not provided, a statement may be considered nonresponsive and rejected without evaluations. Late submittals, submittals to the wrong location, or submittals with inadequate copies are considered nonresponsive and shall be rejected.
The City shall not, in any event, be liable for any pre-contractual expenses incurred by Consultant in the preparation of its statement. Consultant shall not include any such expenses as part of its statement. Pre-contractual expenses are defined as expenses incurred by the Consultant in:
• Preparing the statement in response to this RFQ;
• Submitting the statement to the City;
• Negotiating with City on any matter related to the statement; or • Any other expenses incurred by the Consultant prior to date of award, if any, of the Contract.
Consultant statements and any contract entered into thereafter become the exclusive property of the City and shall be subject to the California Public Records Act (Government Code Section 6250 et seq.). The City’s use and disclosure of its records are governed by this act. Those elements in each statement which Consultant(s) consider to be trade secrets, as that term is defined in Civil Code Section 3426.1(d), or otherwise exempt by law from disclosure, should be prominently marked as “TRADE SECRET”, “CONFIDENTIAL”, or “PROPRIETARY” by Consultant. The City will use its best efforts to inform Consultant of any request for disclosure of any such document. The City, shall not in any way, be liable or responsible for the disclosure of any such records including, without limitation; those so marked if disclosure is deemed to be required by law or by an order of the Court.
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H. Information and Inquires
Should a Consultant require clarifications to this RFQ, the Consultant shall submit a request for information (RFI) notify City Staff listed below in writing. Should it be found that the point in question is not clearly and fully set forth in the RFQ; the City may issue a written addendum clarifying the matter. RFIs should be submitted no later than April 20, 2023 to allow adequate time for the City to respond.
Substantive changes to the requirements will be made by written addendum to this RFQ.
Any written addenda issue pertaining to this RFQ shall be incorporated into the terms and conditions of any resulting Agreement. The City shall not be bound to any modifications to or deviations from the requirements set forth in this RFQ as the result of oral instruction.
For further information, please contact:
Anastasiia Budnyk
Assistant Planner
(760) 873-8458 x 136
[email protected]
I. Top Ranked List and Protests
Each Consultant who submits a statement shall be notified in writing regarding the Consultant(s) who were selected as part of the top ranked list. Such notification shall be made within 10 days of the list approval date.
Consultants may file a “protest” of a statement with the City. In order for a Consultant’s protest to be considered valid, the protest must:
• Be received in writing within 5 calendar days after the top ranked list is published; • Clearly identify the specific irregularity or accusation; • Clearly identify the specific City staff determination or recommendation being protested;
• Specify, in detail, the grounds of the protest and the facts supporting the protest; and
• Include all relevant, supporting documentation with the protest at time of filing.
If the protest does not comply with each of these requirements, it will be rejected as invalid. If the protest complies with each of these requirements, the Project Manager or other designated City staff member shall review the basis of the protest and all relevant information. A member of the City Staff will provide a written decision to the protestor.
The protester may appeal the initial decision to Deston Dishion, City Administrator, by 271
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filing a protest meeting and all five of the criteria listed above. This appeal must be received within 5 calendar days of the date of the initial City Staff written decision.
J. Sample Contract and Exceptions
The City of Bishop agreement for as needed, On-Call consulting services will be provided upon request. The firm should review the agreement and insurance requirements and indicate if there are any exceptions to the agreement requirements or language that requires further discussion or clarification. Noted exceptions may be considered in determining a proposer’s responsiveness. The selected Consultant(s) shall be bound to accept all RFQ requirements and terms and conditions of the Form of Agreement not excepted in the statement.
K. Other Requirements
By submitting Qualifications, Consultant represents that it has thoroughly examined and become familiar with the work required under this RFQ and is capable of performing quality work to achieve the City’s objectives.
All statements shall remain good for a minimum of 60 calendar days after the submission deadline or until final contract(s) are executed with the successful proposer(s), whichever occurs first.
By submitting Qualifications, Consultant warrants that any and all licenses and/or certifications required by law, statute, code or ordinance in performing under the scope of this RFQ are currently held by Consultant, and are valid and in full force and effect. All consultants for the City of Bishop must have or obtain a current business license from the City of Bishop.
Sincerely,
Deston Dishion
Planning Director
City of Bishop
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Design Professional Service Agreement
EXHIBIT B
CONSULTANT’S STATEMENT OF QUALIFICAITIONS
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TEAMENVIRONMENTAL.COM
760-872-1033
459 W. Line Street, Suite A
Bishop, CA 93514
STATEMENT OF QUALIFICATIONS FOR
ENVIRONMENTAL SERVICES
AS NEEDED, ON-CALL ENVIRONMENTAL SERVICES
For City of Bishop, in response to
RFQ for As Needed, On-Call Environmental Services – February 2024 PREPARED FOR:
City of Bishop – Public Works
377 West Line Street
Bishop, CA 93514
March 12, 2024
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760-872-1033
459 W. Line Street, Suite A
Bishop, CA 93514
March 12, 2024
City of Bishop
Attn: Michele Rhew
377 West Line Street
Bishop, CA 93514
RE: Request for Qualifications, As-Needed, On-Call Services for the City of Bishop Dear Ms. Rhew,
We are please to provide the enclosed “Statement of Qualifications, As-Needed, On-Call Services for the City of Bishop” in response to the Request for Qualifications issued by the City of Bishop on February 12, 2024.
TEAM Environmental, Inc. is a local, woman-owned small business established in Bishop in 1987. We are a designated Disadvantaged Business Enterprise, Small Business Enterprise (Micro-business), and Woman-Owned Business Enterprise.
We have successfully completed several projects for the City of Bishop, Inyo County, and other local agencies and clients over the years, and have the qualifications and experience to conduct the range of services that the City of Bishop is requesting. I have the authority to bind TEAM Environmental into a Professional Services Contract, and our contact information is below:
TEAM Environmental, Inc.
459 West Line Street, Suite A
Bishop, CA 93514
760-872-1033
Thank you for your consideration of our local professional services during the evaluation of these submittals. We look forward to working with you.
Sincerely,
Naomi Jensen
President
[email protected]
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CONTENTS
QUALIFICATIONS 1
Introduction 1
Company Background 2
SERVICES 4
Environmental Impact Analysis 4
Geology & Hydrogeology 7
Natural Resource Management 5
Regulatory Compliance 6
PROJECT EXPERIENCE 8
Experience with Similar Projects 8
KEY STAFF 16
Naomi Jensen – Project Manager 16
Greg Foote – Lead Biologist 17
Mary Farrell – Lead Archaeologist 18
Jenny Richardson – Senior Biologist 19
Richard Shore – Geologist 21
Bailee Tarbell – Administrative Assistant 22
TECHNICAL APPROACH AND SCOPING 23
General Approach to CEQA/NEPA Compliance 23
Preparation of Work Plans and Budgets 24
Specialty Sub-Consultant(s) 24
REFERENCES 26
SUMMARY OF QUALIFICATIONS 27
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1 QUALIFICATIONS
LOCAL KNOWLEDGE. STREAMLINED COMPLIANCE.
TEAM Environmental is proud to be a certified Women-Owned Business Enterprise (WBE), Small Business Enterprise (SBE), and Disadvantaged Business Enterprise (DBE). Our robust staff of environmental experts, which includes biologists, geologists, archaeologists, and hydrogeologists, is complimented by a broad network of strategic alliances and a flexible organization structure. These structures enable us to efficiently augment our clients’ in-house resources and provide an expanded scope of services for complex assignments.
With deep roots in the Eastern Sierra and experience working effectively with local Native American Tribes, TEAM is focused on long-term, sustainable natural resource management. We pride ourselves on taking a proactive approach to environmental trends and regulatory permitting and have a proven track record for successfully navigating highly complex regulatory policies. This experience, alongside our advisor mentality and historical knowledge of the area, provides our clients with strategic insights for the long-term success of their projects.
INTRODUCTION
TEAM Environmental, Inc. was founded in 1987 in Bishop, California, and has served the Eastern Sierra region for over 36 years. TEAM is local, woman-owned small business with unsurpassed experience with environmental topics in the Eastern Sierra. A founding principle of TEAM was, and continues to be, to serve the local community with high-caliber professional environmental regulatory compliance expertise. Our primary office is located at 459 West Line Street in Bishop, California.
TEAM’s professionals provide a range of environmental, technical, engineering, and management consulting specialties. Our projects have included biologic and cultural resource surveys, monitoring, and mitigation; CEQA and NEPA permitting; landfill monitoring and remediation; basin-wide ground and surface water hydrography; and soil and groundwater 277
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2 contamination remediation projects. A majority of TEAM’s projects have been located in the Eastern Sierra ranging from Topaz Lake to Tecopa. Our Eastern Sierra clients have found that TEAM’s knowledge of local environmental and political issues and excellent working relationships with regulatory agencies has been a significant asset to them.
TEAM is pleased to provide the following “Statement of Qualifications for Environmental Services” (SOQ) in response to the City of Bishop’s Request for Qualifications issued in February 2024.
Naomi Jensen, President of TEAM, will serve as the primary point of contact for this Proposal and Contract. Ms. Jensen is responsible for the organization and operation of TEAM. Her familiarity and experience coordinating with The City of Bishop, Inyo County, Mono County, Town of Mammoth Lakes, and other local, state and federal agencies involved in environmental permitting will enable TEAM to provide the City with efficient and responsive professional services.
The Project Team presented in this SOQ represents a team customized to meet the City of Bishop’s needs as outlined in the current RFQ, for a variety of as-needed environmental review and permitting tasks, primarily in compliance with the California Environmental Quality Act (CEQA) and the National Environmental Policy Act (NEPA), as well as other environmental laws and regulations. TEAM’s proposed Project Team is based on knowledge of regional environmental documentation and project resource categories that have the potential to be of particular importance on a local level, and our proven efficiency and effectiveness in environmental review and documentation.
COMPANY BACKGROUND
TEAM has served clients in Inyo and Mono Counties for more than 36 years. TEAM’s professionals, the majority of whom are long-time residents of Inyo and Mono Counties, have a diversity of environmental, technical, engineering, and management consulting specialties.
We have staff with in-depth knowledge of CEQA/NEPA, biology, cultural resources/archaeology, air quality, soil science, land use, and permitting, with demonstrated experience working on a variety of projects in Inyo County and the surrounding public lands.
In over three decades of supporting local clients, TEAM has successfully submitted, on time, hundreds of reports, permit applications, and plans required by various regulatory agencies and clients.
TEAM has been responsible for or has participated in nearly 400 diverse projects for more than 160 clients, most of which have been in Mono and Inyo counties. TEAM was founded in 1987 and was incorporated in 1998, with a high level of financial stability and longevity for over 36 years. During this time of continuous operation in Inyo County, we have not been late on vendor or payroll payments. Our demonstrated financial responsibility has been maintained consistently through our robust project management approach and project progress and budget tracking capabilities. Our Project Team specific to this potential work with ICPWD has 278
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3 been assembled with consideration to their proven track record in meeting project schedules and deadlines, and working within project budgets.
TEAM responds to our client’s specific project needs by assembling an appropriate team of professionals who have knowledge and experience pertinent the current Request for Qualifications (RFQ) or specific Task Orders. The Project Team presented in this SOQ represents a team customized to meet the City of Bishop’s needs for environmental permitting support over the next three years. TEAM’s proposed Project Team is based on knowledge of regional environmental documentation and project resource categories that have the potential to be of particular importance on a federal, state and local level.
Our Project Team’s approach to providing appropriate environmental analysis in the rural, high desert environment of the Eastern Sierra is based on TEAM’s core values and objectives:
● Integrity
● Professionalism
● Responsiveness
● Quality
● Collaboration
TEAM is a focused, efficient organization, assembled from professionals who are all competent at managing projects. This creates a lean organizational structure allowing clients’ needs to be immediately addressed by the appropriate professional without unnecessary layers of corporate structure. We assign appropriate professionals to tasks, and they initiate the actual project work.
TEAM has a reputation for providing high-caliber professional services and deliverables. That reputation has been earned and is maintained, in part, by dedicating knowledgeable and experienced professionals to tasks and, in part, through using a rigorous quality assurance/quality control (QA/QC) protocol. When appropriate, results of field surveys, research and draft documents are peer reviewed for accuracy, defensibility, and compliance with appropriate regulations. TEAM’s reputation, familiarity with Eastern Sierra stakeholders, and local environmental, social, economic, political and regulatory knowledge has aided our clients in facilitating environmental compliance. TEAM’s local presence, combined with our ability to respond quickly to City of Bishop requests, provides our Project Team with a key advantage. With key staff located in Bishop and Lone Pine, we can respond to field or meeting needs in Bishop within hours if necessary. Our depth of professional experience will prove to be a definite advantage to the City if we are selected to provide the proposed consulting services.
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4 SERVICES
ENVIRONMENTAL IMPACT ANALYSIS
CUSTOMIZED ENVIRONMENTAL SURVEYS ACCURATELY ASSESS AND HELP AVOID
POTENTIAL IMPACT
TEAM Environmental’s multidisciplinary staff has the capabilities to conduct a broad range of environmental surveys, tailored to the needs of the project and the lead approval agency. We understand the requirements and procedures to comply with the California Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA) in an effective and streamlined way, and our deep local knowledge of the Eastern Sierra region allows us to assess the biological, archaeological, and cultural resources potentially impacted by a proposed project. We work closely with public land managers, private landowners, local governments and regulatory agencies to ensure environmental compliance and to avoid and mitigate environmental impacts. We also provide environmental site assessments for commercial real estate, ranging from Phase I ESAs to Phase III corrective action of properties with soil or groundwater contamination.
● California Environmental Quality Act (CEQA) compliance ● National Environmental Protection Act (NEPA) compliance ● Biological surveys
● Archaeological/cultural resource surveys
● Technical studies
● Corrective action plans
● Environmental site assessments for commercial real estate ● GIS analysis and mapping
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5 NATURAL RESOURCE MANAGEMENT
LOCAL KNOWLEDGE DRIVES SUSTAINABLE LAND USE PLANNING AND NATURAL
RESOURCE MANAGEMENT
As longtime residents of Inyo County, we have a deep understanding for the natural resources and environment of the Eastern Sierra region. This local knowledge, coupled with our multidisciplinary staff that includes biologists and environmental scientists, allow us to provide a wide range of land use planning and natural resource management services. These range from wildlife surveys and sensitive habitat assessments, to invasive weed management and revegetation of disturbed sites using native plants and integrative restoration techniques, to wetland delineation and assessment of aquatic and avian species. We also provide preconstruction monitoring of sensitive resources and endangered species, and support for renewable energy development, ranchland and conservation easements, and sustainable land management.
● Land use planning
● Endangered and special status species surveys
● Wetland delineation
● Assessment of aquatic and avian species
● Botanical surveys
● Invasive weed management
● Wildlife surveys and habitat assessment
● Sensitive species or habitat mitigation planning
● Revegetation design, implementation and management
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6 REGULATORY COMPLIANCE
CLOSE PARTNERSHIPS WITH LOCAL AUTHORITIES HELP STREAMLINE REGULATORY
PERMITTING AND COMPLIANCE
Thanks to our extensive expertise and deep partnerships with local governments and business owners, TEAM Environmental helps streamline the process for obtaining and complying with permits required by the Regional Water Quality Control Board, State Water Resources Control Board, Army Corp of Engineers, California Department of Fish and Wildlife, Great Basin Unified Air Quality Control Board as well as local agencies such as Inyo and Mono County Environmental Health and Planning Departments. We also assist project proponents and reviewing agencies with Tribal consultation and compliance with the National and California Historic Preservation Acts. TEAM members have effectively worked with several Tribes in the Owens Valley on a broad range of issues and serve as trusted advisors regarding compliance with environmental regulations including natural, archaeological or cultural resources. ● Multi-agency regulatory permitting and collaboration
● Waste discharge requirements
● Air quality monitoring and permitting
● Streambed alteration permitting
● Wetland delineation
● Well and discharge permitting
● National and California Historic Preservation Act compliance ● Tribal consultation support
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7 GEOLOGY & HYDROGEOLOGY
DEEP EXPERTISE AND ADVANCED TECHNOLOGY ENSURE COMPLIANCE IN
COMPLEX GROUNDWATER INITIATIVES
At TEAM Environmental, we have decades of collective experience in groundwater monitoring in the Eastern Sierra region. With professional geologists and hydrogeologists on staff, our services include groundwater monitoring and reporting, well design and installation oversight, and subsurface characterization including soil, groundwater, and vadose zone testing. We also provide contaminated site cleanups and sustainable water resource planning. Using advanced technology to effectively collect and analyze water level and quality data throughout the area, we ensure compliance to complex groundwater monitoring and reporting programs that meet the regulatory needs of each projectCalifornia Environmental Quality Act (CEQA) compliance ● Soil and groundwater sampling and characterization
● Subsurface investigations and mapping
● Well design, permitting and installation oversight
● Well development, testing, and decommissioning
● Hydrologic mitigation and monitoring plans
● Sustainable groundwater planning
● Surface water diversion measurements
● Corrective action and closure plans
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8 PROJECT EXPERIENCE
EXPERIENCE WITH SIMILAR PROJECTS
Of our many projects which are relevant to the City’s RFQ, TEAM would like to highlight the following local projects which illustrate our expertise and qualifications related to biological and archaeological resource surveys and preparation of CEQA and NEPA documentation for projects in Inyo County. These projects include examples of work on CEQA permitting and compliance monitoring, agency coordination and permitting, and biology surveys. Our project examples are scalable to bigger or smaller projects, or, for example, would be applicable to linear settings such as transportation where a diversity of resources and opportunities could be encountered along project alignment. Expanded project descriptions and reference information are provided below for these key projects. Project contacts and references are provided for each project highlighted below. 284
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9 BROWNSFIELD REDEVELOPMENT AND CEQA COMPLIANCE FOR WYE ROAD PARCEL
Client Best Development Group & BEC Environmental, Inc.
Location Hwy 6 and Wye Road, Bishop, Inyo County (Grocery Outlet and County Consolidated Building)
Services Environmental Impact Analysis
Geology & Hydrogeology
Regulatory Compliance
When local businessmen partnering with a development company wanted to subdivide a parcel of land in downtown Bishop for commercial use, they turned to TEAM for their local knowledge and professional expertise. With the goal of building office and retail space in a previously undeveloped area impacted by neighboring gas stations, the property owners engaged TEAM to obtain environmental clearance for the subdivision.
To do so, TEAM geologists conducted a Phase II Site Investigation. This included subsurface characterization and soil and groundwater testing, mandated by the Brownsfield Redevelopment Act for development of the parcel. Following these field activities, TEAM prepared a Report of Investigation which included a discussion of findings and recommendations. After Brownsfield Redevelopment approval was granted for the property, TEAM’s biologists and archaeologists worked with Best Development Group, LLC and the City of Bishop to prepare an Initial Study supported by an Archaeological Survey and a Biological Resource Assessment pursuant to the California Environmental Quality Act (CEQA).
This work conducted by TEAM professionals allowed for successful construction of the Grocery Outlet, which opened in 2019, and the Inyo County Consolidated Office Building, which opened in 2021. TEAM’s efficient, streamlined approach provided local expertise to successfully meet CEQA and NEPA regulatory requirements with no delays to the project.
Successful development of this property has generated welcome revenue and efficient government services in an underutilized area of Bishop. 285
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10 BIOLOGICAL ASSESSMENT AND WETLAND DELINEATION FOR SILVER PEAKS
HOUSING PROJECT
Client Best Development Group & Bec Environmental, Inc.
Location Hwy 6 and Wye Road, Bishop, Inyo County (Grocery Outlet and County Consolidated Building)
Services Environmental Impact Analysis
Geology & Hydrogeology
Regulatory Compliance
In early 2021 TEAM was asked by Inyo Mono Advocates for Community Action (IMACA) and partner, Visionary Home Builders, to conduct an environmental site assessment for a 2.9- acre parcel of land in Bishop which is proposed for a multi-family, affordable housing development.
The objective was to identify and delineate any potential jurisdictional wetlands on the property in accordance with the Clean Water Act, and to provide a scoping level biological survey. The biological assessment was completed to meet California Environmental Quality Act (CEQA) documentation requirements, as requested by the City of Bishop to facilitate project implementation. The wetland delineation was conducted following the protocol established by the Army Corps of Engineers, to integrate previously established mitigation measures. This allowed the project to receive low-income housing funding and approval for construction.
Throughout the project, TEAM biologists and geologists worked closely with a multidisciplinary group of entities, including the City of Bishop, the California Department of Fish and Wildlife, and IMACA. As a result of the successful collaboration, coupled with TEAM’s expertise in environmental site assessment and knowledge of environmental regulations, the biological resources and reporting assessment was found sufficient to allow permitting of the development project to support a crucial community housing need. 286
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11 INYO COUNTY LANDFILL MONITORING AND REPORTING
Client Inyo County
Location 6 Inyo Landfills, Bishop-Sunland, Independence, Lone Pine, Tecopa, Shoshone, Keeler
Services Geology & Hydrogeology
Regulatory Compliance
TEAM is currently in an ongoing, multi-year contract with Inyo County Recycling and Waste Management to provide monitoring and reporting services associated with six Inyo County landfills. As a prime contractor, TEAM serves as a trusted partner for Inyo County, helping to ensure compliance with environmental regulations across multiple agencies.
In addition to groundwater monitoring and reporting, TEAM’s professional geologists, hydrogeologists, and environmental scientists conduct quarterly landfill gas monitoring at the sites; operate and monitor an active landfill gas collection and treatment system; and assist with a variety of other landfill monitoring and environmental compliance tasks. TEAM also serves as a key subcontractor for landfill engineering and permitting support in a separate, asneeded contract.
As part of the specialized professional team serving Inyo County, TEAM has helped coordinate this multi-faceted project at the local level. This has resulted in a robust understanding of the unique solid waste compliance challenges faced by rural counties such as Inyo and Mono Counties. TEAM’s Bishop location enables them to respond quickly to evolving compliance needs, as well as to conduct on-site field work cost-effectively. Thanks to TEAM’s deep expertise and collaborative approach, Inyo County has been able to continually provide solid waste services to its residents at a low cost and in compliance with State Regulations.
A new, as-needed task requested by Inyo County under this contract has been the scoping of an EIR for acquisition of the Inyo County Landfills from LADWP. A Notice of Intent, project description, and public scoping was initiated in 2022. After the project changed, TEAM updated the CEQA document and produced a Draft IS/MND that will be finalized in March 2024. For the CEQA support, TEAM brought in key subcontractor WSP Environmental. 287
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12 STREAMBED ALTERATION PERMITTING WITH CALIFORNIA DEPARTMENT OF FISH
AND WILDLIFE
Client Inyo County Public Works
Location Inyo County Maintained Road System, Inyo County Services Environmental Impact Analysis
Regulatory Compliance
Inyo County has a large network of approximately 1,100 miles of mostly rural roads that require ongoing maintenance. In 2017, TEAM was tapped to help develop a sustainable Routine Maintenance Agreement between Inyo County and the California Department of Fish and Wildlife (CDFW) under their Lake and Streambed Alteration Permitting (1600 Permit) Program.
To begin, TEAM prepared an Initial Study and Mitigated Negative Declaration (IS/MBD) for the project under the California Environmental Quality Act (CEQA). This involved mapping every intersection of county roads and streams using GIS technology in order to determine CDFW jurisdiction. To support the IS/MND, TEAM biologists, environmental scientists, and archaeologists conducted environmental impact analysis of routine road maintenance activities. This was used to identify any mitigation measures needed to comply with CDFW’s environmental regulations and to establish a long-term agreement that would enable Inyo County to continue essential road maintenance services.
In 2020, in addition to supporting Inyo County Road Department with the CDFW Streambed Alteration Permitting, TEAM conducted an environmental analysis of a subset of Inyo County Road segments on Inyo National Forest Lands which were proposed for easements to allow continued road maintenance. TEAM conducted biological and archaeological resource surveys for the proposed roads, as required by the United States Forest Service under the National Environmental Policy Act (NEPA), as well as concurrently meeting CEQA requirements by Inyo County Planning Department. This work resulted in National Forest Road and Trails Act Easements for Two National Forest Road Segments which formalized Inyo County’s authorization to perform maintenance along the road segments. 288
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13 CARMA ASTRONOMY SITE RECLAMATION AND REVEGETATION PROJECT Client California Institute of Technology, Owens Valley Radio Observatory Location White Mountains, Inyo County (Inyo National Forest) Services Natural Resource Management
Regulatory Compliance
This two-phase project began in 1998 when TEAM was called upon to help determine the most appropriate site to build and operate a high-altitude radiotelescope array called the Combined Array for Research in Millimeter-wave Astronomy (CARMA). Built in the White-Inyo Mountain Range under special use permit with the Inyo National Forest, CARMA consisted of 23 radiotelescopes and was supported by several university research departments.
In evaluating three high-altitude sites for the facility, TEAM biologists, geologists, archaeologists and environmental scientists assisted with California Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA) compliance and helped determine the best location using natural resource surveys.
TEAM’s work contributed to the successful construction and operation of the CARMA radiotelescope array in the White Mountains for over a decade. CARMA conducted cutting edge scientific research and provided unique learning opportunities for the next generation of instrumentalists and astronomers.
In 2015 the CARMA site lost its funding and again TEAM was called into action, this time to assist with the reclamation and revegetation of the nearby Cedar Flat area. To support the decommissioning, TEAM assisted with a variety of environmental activities, including permitting for relocation/storage of the telescopes with the Inyo County Planning Department, an initial hazardous material inspection and development of recommendations, construction of revegetation test plots and success criteria, and general management of mitigation and restoration activities.
Utilizing an adaptive management strategy for the revegetation plan ensured flexibility and allowed for efficient execution in a timely manner. As a result, the project was completed on 289
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14 time and within expected budget. In 2021, the United States Forest Service determined that the site was successfully revegetated, which will release Caltech from their lease obligations and once again allow public access to the site.
HAY RANCH HYDROLOGIC MONITORING AND MITIGATION PLAN
Client Coso Operating Company
Location Rose Valley, Inyo County
Services Environmental Impact Analysis
Geology & Hydrogeology
Natural Resource Management
Since 2009, TEAM has been serving as the objective, third-party monitor for the ongoing Hay Ranch Conditional Use Permit Hydrologic Monitoring and Mitigation Plan (HMMP), regulated by Inyo County Water Department in compliance with the California Environmental Quality Act (CEQA) Environmental Impact Report. A key part of this assignment has been monitoring a groundwater basin’s response to pumping at the property by the geothermal energy company, Coso Operating Company.
In order to increase the efficiency of the geothermal resource extraction, Coso engaged in the highly regulated activity of pumping water from one groundwater basin to another. To help Coso stay in compliance with the terms of the conditional use permit, TEAM hydrographers and environmental scientists helped establish the groundwater and surface water monitoring network and continue to provide ongoing monitoring and reporting for it.
Establishment of the monitoring network included design and installation of surface water monitoring devices (flumes); monitoring well installation; equipping 24 monitoring points with dataloggers; and routine calibration and upkeep of monitoring equipment. Since requirements for water draw-down, pumping rates, and permitting conditions change over time, TEAM is responsible for modifying the monitoring plan as needed.
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15 for the Hay Ranch Project’s HMMP. This project has consistently been managed under budget and in compliance with all regulatory conditions.
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16 KEY STAFF
NAOMI JENSEN – PROJECT MANAGER
Naomi Jensen
President/CEO
Naomi Jensen serves as TEAM’s President and Chief Executive Officer, responsible for client communication, business operation and financial management of the firm. Ms. Jensen serves as the managing director of TEAM Environmental, managing employees, subcontractors, and other resources to effectively serve a wide range of clients. She is also responsible for business development and communication with regulatory agencies, government entities, and a wide range of project stakeholders. Drawing on over 25 years of experience at TEAM as an environmental scientist and project manager, Naomi provided seamless transition of the business ownership in 2015 and allow TEAM to continue to serve its clients with the high level of professional and responsive service that they’ve received over the last 36 years.
Ms. Jensen originally joined TEAM in 1999, after earning a Bachelor of Science degree in Environmental Studies from UCSB. Naomi has over two decades of experience conducting field work and interfacing with local, state and federal agencies related to permitting and regulatory compliance. Naomi has experience in assisting clients with their groundwater, soil and gas monitoring programs as well as installation, operations and maintenance of various groundwater remediation systems.
Naomi has experience assisting clients with all aspects of project permitting and implementation, ranging from CEQA Initial Studies to Final Reclamation Plans. Naomi has participated in or managed surface water and groundwater studies involving the compilation of surface water data, research of water uses and water rights, monitoring of surface and groundwater levels, and technical report preparation. Naomi has successfully assisted clients with compliance with a variety of environmental permitting requirements, including Waste Discharge Requirements and Conditional Use Permits issued by the Regional Water Quality Control Board, Inyo and Mono Counties, California Department of Fish and Wildlife, and the Inyo National Forest.
Registrations & Certifications
● Registered Environmental Assessor I, CA Department of Substance Control (program discontinued) ● Certified Environmental Inspector, Environmental Assessment Association ● Certified Mold Assessor, Environmental Assessment Association 292
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17 GREG FOOTE – LEAD BIOLOGIST
Gregory M. Foote
Senior Environmental Scientist / Biologist
Greg Foote has served in many roles in his 19 years with TEAM. He currently serves as TEAM’s lead Biologist, Senior Environmental Scientist, Hydrographer and GIS expert, and is the Project Lead for several complex on-going projects. He manages mitigation and monitoring plans associated with a variety of projects, to ensure protection of sensitive and protected botanical resources, wildlife and water resources.
Mr. Foote has experience conducting and coordinating biological resource assessments intended to comply with the California Environmental Quality Act. Greg also has experience in coordinating with regulatory agencies and following agency and species monitoring protocols to ensure sensitive biological resources are managed and protected in compliance with applicable environmental regulations. Greg has also conducted wetland delineation services.
Mr. Foote has experience in assisting clients with their groundwater, soil and gas monitoring programs as well as installation, operations and maintenance of various groundwater remediation systems. Greg has participated in subsurface investigations and aquifer tests under a Professional Geologist, and has also assisted with the design and installation of surface water monitoring devices.
In addition to his field expertise Mr. Foote has worked on numerous Geographic Information Systems (GIS) projects and has managed several Microsoft Access multi-relational databases.
Prior to joining TEAM, Mr. Foote was employed by the California Department of Fish & Game where he worked on numerous projects related to Wildlife and Fisheries Biology.
Greg graduated from Bishop Union High School in 1993, and went on to earn a Bachelor of Science degree from the University of Nevada, Reno with a major in Biology (Ecology). After college he returned home to the Owens Valley, marrying and raising children here. He enjoys hiking, backpacking, camping and fishing with his family in the Eastern Sierra region.
Education
Bachelor of Science in Biology
University of Nevada Reno
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18 MARY FARRELL – LEAD ARCHAEOLOGIST
Mary Farrell
Senior Archaeologist
Since 2016, Mary Farrell has served as senior archaeologist for TEAM Environmental, responsible for helping clients meet local, state, and federal requirements for cultural resources consideration and management.
Before joining TEAM, most of her career was with the U.S. Forest Service in California and Arizona, where she was responsible for archaeological surveys, National Register determinations of eligibility and nominations, historic preservation projects, and integrating cultural resource information into NEPA documents. She participated in and led interdisciplinary teams for environmental analysis and planning and developed and implemented preservation, restoration, and rehabilitation plans for historic properties. Mary also facilitated the Forest Service’s Tribal consultation, and developed partnerships with volunteers, Tribal members, and Mexico’s Instituto Nacional de Antropología e Historia and the Universidad de Sonora to conduct public archaeology and historic preservation projects, and to explore traditional perspectives on land use and stewardship.
Between her Forest Service and TEAM work, Mary worked as an independent cultural resources consultant for various clients, including the University of California Santa Barbara, Caltech, the Timbisha Tribe, the Big Pine Paiute Tribe of Owens Valley, the Coronado National Forest, the Japanese Cultural Center of Hawai’i, and Bauer Planning & Environmental Services, Inc. She taught four seasons of an archaeological field methods class for the University of Hawai’i, and has published numerous articles and book chapters about the power of archaeology to connect us with our shared past and illuminate the present.
Mary graduated with a degree in anthropology from the University of Virginia in 1976 and earned a Master of Arts in anthropology from the University of Arizona in 1990.
REGISTRATIONS & CERTIFICATIONS
Mary meets the Secretary of Interior Professional Qualification Standards for Archaeology and Historic Architecture.
PROFESSIONAL ORGANIZATIONS & AFFILIATIONS
● Society for American Archaeology
● Society for Historical Archaeology
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19 JENNY RICHARDSON – SENIOR BIOLOGIST
Jenny Richardson
Senior Biologist / Environmental Planner
Jenny is the newest addition to the TEAM Environmental staff and brings with her nearly 20 years of experience in the natural resource sciences field. She earned her Bachelor of Science degree from Humboldt State University in Wildlife Conservation and Management with a minor in Botany and has lived in the Eastern Sierra since 2008. Locally, she has worked as a field biologist on research and environmental compliance projects as well as in an environmental planning capacity for the Town of Mammoth Lakes, California Department of Parks and Recreation (Tehachapi District), California Department of Fish and Wildlife (Inland Deserts Region) and California Department of Transportation (Bishop, CA).
While living in the Eastern Sierra, Jenny gained experience working with sensitive, threatened, and endangered wildlife and botanical species in the Mojave Desert, Great Basin, and Death Valley National Park (Kern, Inyo and Mono Counties). In addition to her expertise as a field biologist, she is highly skilled in project management, interpreting environmental laws and regulations, obtaining environmental permits, and writing technical documents.
Outside of work, Jenny is either teaching environmental education (and most recently art) to local school children, leading birding classes with 4H youth, exercising, travelling, or in her favorite room of the house- the kitchen- cooking and baking. There is always a family camping trip penciled in on the calendar for the near future with her husband and two kids.
Key Project Experience
Laws Railroad Museum Track Extension Project, Bishop, CA. January 2019 – August 2021 Performed all biological field work to determine impacts to and permitting requirements for sensitive species and habitats (including protocol-level surveys for Swainson’s hawk and Burrowing owl)
Prepared all biological reports and ensured compliance with environmental laws and regulations
Worked closely with environmental team, museum staff and volunteers through routine meetings
Assisted with preparation of environmental documents
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20 Associate Environmental Planner (Natural Sciences), CA Dept. of Transportation, Bishop, CA. December 2013 – November 2019
Provided Project Development Team with environmental expertise on impacts to project cost, scope and schedule and collaborated on methods to streamline environmental processes
Provided project cost estimates and risk assessments to Project Management Tracked deliverables and milestones for project delivery in coordination with management
Obtained, negotiated terms (e.g., Nesting Bird Plans) and mitigation and ensured compliance on permits
Managed permit compliance schedules (e.g., 1600 Streambed Alteration Agreements and 2081 Incidental Take Permits) and reporting requirements for projects Collaborated on Routine Maintenance Agreements and Programmatic Biological Opinions
Environmental Planner (Natural Sciences), CA Dept. of Transportation, Bishop, CA.
May 2012 – December 2013
Developed methods and techniques for determining environmental impacts on projects
Prepared environmental documents and biological reports Prepared application packages and obtained permits (404 Army Corps of Engineers Nationwide Permits, 401 Lahontan Regional Water Quality Control Board Water Quality Certifications, and California Department of Fish and Wildlife 1600 Streambed Alteration Agreements)
Coordinated with permit agencies and compliance with permit conditions Conducted field reviews of projects and protocol level species surveys Evaluated projects with respect to relevant biological laws and regulations for determining impacts to wetlands, endangered species, and other sensitive resources Collected field data using GPS and created biological resource maps using GIS programs
Prepared mitigation planning and monitoring reports for 1600 Streambed Alteration Agreements
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21 RICHARD SHORE – GEOLOGIST
Richard Shore
Professional Geologist
Richard Shore serves as TEAM’s Professional Geologist and Chief Operating Officer for Geologic Services, responsible for the day-to-day geologic field operations and reporting. Mr.
Shore currently serves as the Project Geologist in charge of TEAM’s groundwater monitoring sites throughout the Owens Valley. Richard has a broad array of professional experience conducting site assessments and investigations, hazardous materials remediation, underground storage tank removal and monitoring, Phase I and Phase II site assessments, groundwater and soil investigations, and interfacing with local, state and federal agencies related to permitting and regulatory compliance. Richard has particular expertise out in the field assisting clients with their groundwater monitoring well installations, groundwater, soil and soil-gas sampling and monitoring programs, as well as the installation, operations and maintenance of various groundwater and soil-gas remediation systems. Richard joined TEAM in 2017 as a Staff Geologist and earned his California Professional Geologist License in 2020.
Prior to TEAM, Richard worked as a Field Geologist with AECOM, responsible for the implementation of a groundwater monitoring program and the operation and maintenance of soil-vapor remediation treatment system at an oil refinery site in Bakersfield, California. Prior to AECOM, Richard worked as an Engineering Geologist at Gold Coast Geoservices Inc. in Ventura, California, where he was responsible for the drafting of geologic maps and crosssections, performing slope stability analysis using computer software, designing retaining walls and septic systems, and percolation and compaction testing. Richard’s projects have spanned a wide range including retail gas stations, oil refineries, EPA Superfund sites, landfills, and background studies in remote wilderness areas.
Richard earned a Bachelor of Science degree from the University of California, Santa Barbara with a major in Geology with an emphasis on Engineering and Hydrology. After college he worked throughout the state of California with seasonal employment in Alaska, but eventually settled down in the Owens Valley. Richard is an enthusiastic rock climber and mountaineer and can be found exploring the high peaks and deep canyons of the Eastern Sierra during his time off.
REGISTRATIONS & CERTIFICATIONS
● California Professional Geologist #9783
40-Hour OSHA HAZWOPER Certification, 2009 to present
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22 BAILEE TARBELL – ADMINISTRATIVE ASSISTANT
Bailee Tarbell
Administrative Assistant
Bailee is TEAM’s receptionist and administrative assistant, responsible for office management, client communication, and general bookkeeping. She is the lead for contract management, preparation of invoices, accounts payable and receivable, as well as general administrative and human resource tasks. Bailee also assists with equipment management, restocking, and supporting the team.
Bailee joined TEAM in 2020 and has been instrumental to the company’s continued operations in a safe and compliant manner during the pandemic shutdown. Prior to TEAM, Bailee worked for Dean’s Plumbing in Bishop, where she was valued as a friendly customer service specialist handling a wide variety of service requests and customer accounts.
Although not originally from Bishop, Bailee spent summer vacations in Mammoth and always dreamed of living here. Outside of the office, Bailee enjoys time spent with her family, trying out new recipes, and ice skating in the backcountry.
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23 TECHNICAL APPROACH AND SCOPING
GENERAL APPROACH TO CEQA/NEPA COMPLIANCE
The Project Team has been assembled to meet the needs of City of Bishop for NEPA and CEQA environmental documentation and archaeological and biological resource surveys, with proven support to City of Bishop Public Works staff. By providing local responsiveness coupled by expertise in the biology and cultural resources of the Bishop area, TEAM can provide CEQA and NEPA support from the initial planning phases through project completion and mitigation management.
With respect to NEPA permitting and related environmental services, TEAM’s strength is our understanding of and proven working relationship with the federal, state and regional agencies involved in projects in Inyo County. TEAM has worked collaboratively with the USDA Forest Service (USFS) on several projects in the Eastern Sierra, including our current role assisting the California Institute of Technology fulfill the mitigation and site restoration measures, and decommission plans, established by the Combined Array for Research in Millimeter-wave Astronomy (CARMA) EIS/EIR for Cedar Flat, a project for which TEAM also provided support during the project scoping and permitting phase 13 years prior. TEAM has also interfaced with USFS to meet NEPA requirements on several projects in the Inyo National Forest, including development of project descriptions, evaluation of potential impacts, and preparation of associated NEPA documentation such as Categorical Exclusion, Finding of No Significant Impact, and other documentation in support of the Environmental Assessment process.
We have specific experience with applications of CEQA in the Bishop area, as well as applicable experience with similar types of projects with similar resources topics regionally across Inyo County and the Eastern Sierra. Through the CEQA process, TEAM can work to evaluate environmental impacts for various alternatives, provide innovative approaches to reduce and avoid impacts, and assist the County or USFS in developing creative project solutions and appropriate mitigation measures. In some cases, this can include stakeholder input in order to keep the project moving forward and secure agency concurrence on CEQA/NEPA analyses and preferred alternative(s). Part of our job is to treat each project as unique and approach it with an independent mindset. Our staff strive to stay abreast of best available science and apply these methods to each project in innovative ways where appropriate.
In addition to TEAM’s proven local staff, key sub-consultant WSP has partnered with TEAM on numerous projects in Inyo County. Recently, the TEAM/WSP partnership has completed a CEQA analysis of Inyo County Maintained roads in order to assist the County with acquisition of a Routine Maintenance Agreement with the California Department of Fish and Wildlife (CDFW). The project team that will be assigned to this project, and any given assignment, has extensive experience in preparing CEQA/NEPA project documentation for a wide variety of development projects.
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24 PREPARATION OF WORK PLANS AND BUDGETS
It is understood from the February 2024 RFQ, that the City of Bishop would like to pre-qualify one or more environmental consulting firms that can serve on an on-call, as-needed basis.
Once a specific request is issued by the City, or a Task order issued, TEAM would work promptly and efficiently with City staff, to define the specific scope of work, staffing, schedule and associated task budget. TEAM has a long track record of providing high-quality deliverables, on-time and within agreed upon budgets.
Our local presence in Bishop, just steps away from the City offices, will allow us to work as an extension of City staff to identify, define and execute a variety of tasks such as those listed in the February RFQ. We have extensive experience developing and executing work plans for the following potential tasks:
● Biological Resource Surveys and Assessment
● Archaeological Survey, Historic Resources Evaluation
● CEQA Environmental Review and Documentation (ranging from a Categorical Exemption to EIR)
● NEPA Environmental Review and Documentation (ranging from Environmental Assessment to EIS)
● Wetland Delineation and Permitting
● Tribal and Agency Consultation
● Water Quality Assessment and Reporting
● Phase I and Phase II Environmental Site Assessment
● Public and Agency Meeting Support
● Natural Environment Study, Preliminary Environmental Study ● Mitigation and Monitoring Plans
● Revegetation Plans
SPECIALTY SUB-CONSULTANT(S)
To support TEAM’s local services, when appropriate to the given task, TEAM proposes to subcontract with specialty consultants from WSP Environment and Infrastructure Solutions (WSP, formerly Amec Foster Wheeler and Wood). WSP maintains 12 California offices supporting more than 500 employees, including environmental planning offices in Riverside, San Diego, and Santa Barbara, as well as Reno and Elko, Nevada and Tempe and Phoenix, Arizona. WSP maintains in-house expertise in environmental, land use, transportation, trail and infrastructure planning, biological and cultural resource surveys, air quality and greenhouse gas analysis, water resources, hazardous materials, geological and geo-technical investigation, and assistance with state and federal permits. WSP specializes in the preparation of California 300
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25 Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA)-compliant documents for a wide range of local and state agencies. WSP’s CEQA-NEPA Project Managers have prepared dozens of Environmental Impact Reports (EIRs) and Environmental Impact Statements (EISs), and hundreds of Environmental Assessments (EAs), Mitigated Negative Declarations (MNDs), and related documents. Their team has experience throughout California, including complex projects in high desert and rural environments.
Together, TEAM and WSP offer the responsiveness and efficiency of a small local consulting firm supported by the full suite of capabilities of a major environmental and engineering firm.
Both TEAM and WSP have proven track records in meeting project schedules, deadlines and budgets. TEAM staff have supported Mono and Inyo Counties, and the Great Basin Unified Air Pollution Control District on CEQA and NEPA projects in the Eastern Sierra. WSP has experience throughout Southern and Central California, including high desert environments in Inyo and Mono counties.
Nicholas Meisinger, Environmental Planner for WSP, will be the Project Manager for WSP, reporting directly to TEAM for all efforts and deliverables for this project. Qualifications of key technical staff from WSP would be provided as part of a Work Plan or Proposal for a specific task that requires their expertise.
Mr. Meisinger is an environmental science professional with over 12 years of environmental planning experience serving a diverse range of clients, including Federal, state, and local government, academic institutions (e.g., University of California San Diego), and private developers. As an environmental science professional, Mr. Meisinger has extensive experience with a diverse range of environmental policies and regulations. He has taken a lead role in preparing NEPA and CEQA compliant planning documents, both as project manager as well as a lead technical analyst. Mr. Meisinger has managed or contributed to the preparation over 30 NEPA-compliant documents for a wide-variety of Federal agencies in support of capital improvement programs, management plans, and airspace establishment and modification. He has also contributed to the preparation of four Environmental Impact Statements (EIS), including serving as the Deputy Project Manager for a complex EIS support of the establishment and modification of military airspace over Oregon, Washington and Nevada. Mr.
Meisinger has prepared over 25 CEQA-compliant documents including Categorical and Statutory Exemption Notices, Initial Studies and Mitigated Negative Declarations (IS/MNDs), Project-level EIRs, and Programmatic EIRs with high levels of public interest (e.g., City of Santa Monica Downtown Community Plan, Peery Park Specific Plan, etc.).
Primarily, TEAM would utilize sub-consultants when subject matter experts are appropriate and necessary for a given task. WSP would be used if a CEQA or NEPA project requires the completion of an EIR, EIS, or formal Biological Assessment. Subject to review and approval by the City, TEAM may also sub-contract with individuals or smaller firms for specialty tasks such as: Arborist Evaluation, Noise or Visual Impact Assessment, Traffic Studies, etc. 301
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26 REFERENCES
In addition to the project and client references provided above, the following are key references that can be contacted to attest to our successful completion of assigned tasks according to project schedules and not-to-exceed budgets:
Fred Aubrey
Solid Waste Superintendent, Inyo County
1360 N. Main Street
Bishop, CA 93514
[email protected]
760-873-7191
Ashley Helms
Inyo County Department of Public Works
168 North Edwards Street
Independence, CA 93526
[email protected]
760-878-0200
Gregg Hallinan
Executive Director, Caltech Owens Valley Radio Observatory 1200 E. California Blvd.
Pasadena, CA 91125
[email protected]
760-878-0001
Elaine Kabala
Executive Director, Eastern Sierra Council of Governments PO Box 1609
Mammoth Lakes, CA 93546
[email protected]
323-652-0390
Phill L. Kiddoo
Air Pollution Control Officer, Great Basin Unified Air Pollution Control District [email protected]
760-872-8211
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27 SUMMARY OF QUALIFICATIONS
In conclusion, TEAM has responded to the specific requests of the RFQ with attention to details as they relate a review under CEQA and NEPA, analyzing potential impacts created by potential projects undertaken by the City of Bishop. In addition to the information presented in direct response to the RFQ, we feel that TEAM is particularly well suited for this work due to the following:
1. Local expertise and knowledge of local resources, permitting, and CEQA/NEPA resource categories;
2. Experience working collaboratively with various regulatory agencies to determine appropriate levels of environmental surveys and review.
3. Local office and ability for responsiveness to client in a timely manner; and,
4. High-caliber staff with diverse skill set that apply to many of the facets and support services relevant to work associated with implementation of environmental surveys and preparation of associated CEQA/NEPA documents (beyond what is specified in the RFQ), including:
● Project description support
● Minimization and avoidance of project impacts through project design input ● Biology construction support and contractor oversite
● Implementation plans
TEAM has a strong understanding of tasks and skill set necessary to achieve success for this project. TEAM has provided our general understanding as well as approach to addressing this project, supported by project descriptions with a focus on CEQA/NEPA, permitting, archaeology and biology, as requested in the RFQ. Our many years of work with diverse clients and projects has provided numerous opportunities and successes with coordinating with State and Federal agencies for regulatory compliance and permitting. For projects that are subject to multi-agency review, such as CEQA and NEPA permitting, with their myriad of regulatory components, TEAM’s collaborative approach and our communication skills are critical to timely and cost-effective project completion. This has provided an in-depth background and familiarity with agency procedures and how to assist in project adherence to each agency’s unique requirements. By working collaboratively with agencies, and acknowledging their standard approaches, we find opportunities for increased agency buy-in which helps our clients move forward with projects in a more efficient manner.
The proposed Project Team has successfully completed many of projects which are relevant to the environmental consulting services requested in City of Bishop’s RFQ. We have highlighted both our work in Inyo County, as well as projects regionally and beyond, in our project descriptions, key staff resumes and examples of similar projects with a similar scope to the current project. In presenting relevant project experience, we hope to demonstrate to ICPWD 303
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28 our breadth of skills with projects similar to scope and/or range of resources that might be expected on the currently proposed project.
TEAM’s high caliber staff have demonstrated technical ability within the requested areas of expertise for the RFQ. The Project Team presented herein has unsurpassed knowledge of the local environmental conditions of the Bishop area. TEAM has presented our experience in CEQA/NEPA, permitting, archaeology and biology. Our management approach to both simple and complex environmental projects, is to maintain a lean organizational structure with streamlined channels of communication with the client. Further, through our existing staff and professional affiliates, we have the capability to expand our team rapidly to include the best resources for a given task.
A founding principle of TEAM is to serve the local community with high-caliber professional environmental regulatory compliance expertise. Our organizational structure enables us to respond quickly to our clients’ critical needs as has been demonstrated in many of the projects we have completed for local agencies and organizations. With our primary office in Bishop, we are located close to City of Bishop staff offices. In addition to our Project Team’s knowledge of Bishop’s specific conditions and issues, our core staff live, work, and recreate in the Eastern Sierra. We have provided documentation of our expertise through description of project examples, including key team members, as well as Project Team resumes.
TEAM has assisted clients in the entire project process, from project description, baseline conditions, through environmental analysis, permitting, approvals, and implementation. By participating in this comprehensive process, there is opportunity to assist clients with project description and conceptual design where innovative methods can be employed for resource category impacts that might be encountered, and to minimize and avoid potential project impacts through project design. This approach can streamline the approval process and reduce mitigative requirements for the client.
TEAM is a long-standing stable company, with over 36 years of continuous local operation.
Our demonstrated financial responsibility has been maintained consistently through our robust project management approach and project progress and budget tracking capabilities.
The insight that our Project Team has gained from years of experience of working in the Bishop area and successfully completing numerous projects for an extensive and diverse Eastern Sierra client base will prove to be a valuable asset for the City. We are pleased to present our qualifications, experience and knowledge of local conditions through this SOQ, as they apply to the information provided in the RFP.
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STATEMENT OF QUALIFICATIONS FOR AS-NEEDED
ENVIRONMENTAL SERVICES TO THE CITY OF BISHOP
Prepared by:
Naomi Jensen
President/CEO
TEAM Environmental, Inc.
T 760-872-1033
M 760-937-0097
[email protected]
305
On-call Environmental Consulting Services
Design Professional Service Agreement
EXHIBIT C
PAYMENT RATES
306
307
On-call Environmental Consulting Services
Design Professional Service Agreement
EXHIBIT D
INSURANCE REQUIREMENTS
Without limiting Consultant’s indemnification of Agency, and prior to commencement of Work, Consultant shall obtain, provide and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to Agency.
General liability insurance. Consultant shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.
Automobile liability insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident.
Professional liability (errors & omissions) insurance. Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three (3) years after completion of the services required by this Agreement.
Workers’ compensation insurance. Consultant shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000).
Consultant shall submit to Agency, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of Agency, its officers, agents, employees and volunteers.
Umbrella or excess liability insurance. [Optional depending on limits required].
Consultant shall obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal injury and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability, automobile liability, and employer’s liability. Such policy or policies shall include the following terms and conditions:
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• A drop down feature requiring the policy to respond if any primary insurance that would otherwise have applied proves to be uncollectible in whole or in part for any reason;
• Pay on behalf of wording as opposed to reimbursement; • Concurrency of effective dates with primary policies; • Policies shall “follow form” to the underlying primary policies; and • Insureds under primary policies shall also be insureds under the umbrella or excess policies.
Other provisions or requirements
Proof of insurance. Consultant shall provide certificates of insurance to Agency as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by Agency’s Risk Manager prior to commencement of performance.
Current certification of insurance shall be kept on file with Agency at all times during the term of this contract. Agency reserves the right to require complete, certified copies of all required insurance policies, at any time.
Duration of coverage. Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Work hereunder by Consultant, his agents, representatives, employees or subconsultants.
Primary/noncontributing. Coverage provided by Consultant shall be primary and any insurance or self-insurance procured or maintained by Agency shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of Agency before the Agency’s own insurance or self-insurance shall be called upon to protect it as a named insured.
Agency’s rights of enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, Agency has the right but not the duty to obtain the insurance it deems necessary and any premium paid by Agency will be promptly reimbursed by Consultant or Agency will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, Agency may cancel this Agreement.
Acceptable insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VI (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the Agency’s Risk Manager.
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Waiver of subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against Agency, its elected or appointed officers, agents, officials, employees and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against Agency, and shall require similar written express waivers and insurance clauses from each of its subconsultants.
Enforcement of contract provisions (non estoppel). Consultant acknowledges and agrees that any actual or alleged failure on the part of the Agency to inform Consultant of non-compliance with any requirement imposes no additional obligations on the Agency nor does it waive any rights hereunder.
Requirements not limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the Agency requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Agency.
Notice of cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide to Agency with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
Additional insured status. General liability policies shall provide or be endorsed to provide that Agency and its officers, officials, employees, and agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies.
Prohibition of undisclosed coverage limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to Agency and approved of in writing.
Separation of insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions. 310
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Pass through clause. Consultant agrees to ensure that its subconsultants, subcontractors, and any other party involved with the project who is brought onto or involved in the project by Consultant, provide the same minimum insurance coverage and endorsements required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with consultants, subcontractors, and others engaged in the project will be submitted to Agency for review.
Agency’s right to revise specifications. The Agency 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 Agency and Consultant may renegotiate Consultant’s compensation.
Self-insured retentions. Any self-insured retentions must be declared to and approved by Agency. Agency reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by Agency.
Timely notice of claims. Consultant shall give Agency prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant’s performance under this AGREEMENT, and that involve or may involve coverage under any of the required liability policies.
Additional insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work. 311
*DRAFT* CITY OF BISHOP
MONTHLY SALARY SCHEDULE
July 1, 2024 - June 30, 2025
*DRAFT*
ADMINISTRATION
Position Step 1 Step 2 Step 3 Step 4 Fixed
City Administrator $14,629
Assistant to the City Administrator (Not Filled) $7,811 $8,592 $9,364 City Clerk $8,649
Personnel/Payroll & Benefits Specialist $7,847
Executive Secretary/Assistant City Clerk (Not Filled) $5,578 $6,138 $6,751 $7,426
FINANCE DEPARTMENT
Position Step 1 Step 2 Step 3 Step 4 Fixed
Finance Director $8,649 $9,514 $10,464
Accounting Secretary/Budget Manager (Not Filled) $5,579 $6,138 $6,751 $7,426 Administrative / Accounting Assistant $4,419 $4,863 $5,347 $5,884
COMMUNITY SERVICES DEPARTMENT
Position Step 1 Step 2 Step 3 Step 4 Fixed
Community Services Director (Not Filled) $11,622
Community Services Manager $7,845
Community Services Administrative Assistant $4,419 $4,863 $5,347 $5,884 Parks Supervisor $4,573 $5,032 $5,534 $6,514
Recreation Supervisor (Not Filled) $4,573 $5,032 $5,534 $6,514 Parks Facilities Lead Worker $4,155 $4,571 $5,027 $5,531
FIRE DEPARTMENT
Position Step 1 Step 2 Step 3 Step 4 Fixed
Fire Chief $11,622
Deputy Fire Chief (Not Filled) $10,105
Assistant Fire Chief $3,557 $3,912 $4,304 $4,734
Fire Prevention Officer II (Not Filled) $5,211 $5,734 $6,307 $6,940 Fire Prevention Officer I $4,573 $5,032 $5,534 $6,087
Administrative Assistant $4,419 $4,863 $5,347 $5,884
POLICE DEPARTMENT
Position Step 1 Step 2 Step 3 Step 4 Fixed
Chief $13,520
Lieutenant $10,105
Sergeant (salary increase, includes 4% COLA) $7,583 $8,341 $9,175 Corporal (New) $6,759 $7,435 $8,178
Police Officer $6,202 $6,891 $7,659
Police Officer in Training $4,685 $5,152 $5,669
Community Services Officer $4,419 $4,863 $5,347
Police Records Clerk $4,419 $4,863 $5,347 $5,884
Police Services Technician $4,471 $4,918 $5,410 $5,951
Senior Communications Operator $5,152 $5,668 $6,235 $6,858 Communications Operator $4,258 $4,685 $5,152 $5,669
312
*DRAFT* CITY OF BISHOP
MONTHLY SALARY SCHEDULE
July 1, 2024 - June 30, 2025
*DRAFT*
PUBLIC WORKS DEPARTMENT
Position Step 1 Step 2 Step 3 Step 4 Fixed
Public Works Director $12,662
Public Works Superintendent (Not Filled) $9,926
Public Services Officer (Not Filled) $5,896 $6,485 $7,132 $7,846 Public Works Supervisor $5,896 $6,485 $7,132 $7,846
Lead Maintenance Worker $5,211 $5,734 $6,307 $6,940
Maintenance Worker $4,573 $5,032 $5,534 $6,087
Public Works Secretary $4,419 $4,863 $5,347 $5,884
PLANNING DEPARTMENT
Position Step 1 Step 2 Step 3 Step 4 Fixed
Senior Planner (Not Filled) $7,687
Assistant Planner $5,211 $5,734 $6,307 $6,940
Approved by Council on:
Cost of Living Adjustments for Miscellaneous, Mid-Management, Management, and Bishop Police Officers Association contracts for Fiscal Years as follows:
2024/2025 - 4%
For all Step Classifications -Step Increases occur annually with one year in between each step based on successful employee evaluations. 313
CITY OF BISHOP
PART-TIME EMPLOYEES WAGE SCALE
JULY 1, 2023 - JUNE 30, 2024
Position Step Hourly
I $20
II $21
III $22
FIRE DEPARTMENT
Position Step Hourly Monthly Statutory
Mechanic NO STEPS $37
Telecommunications (Radio) Technician NO STEPS $37
I $20
II $21
III $22
Volunteer Firefighters NO STEPS Per call: $20.00
Volunteer Emergency Medical Technician NO STEPS Per call: $20.00 I $20
II $21
III $22
COMMUNITY SERVICES DEPARTMENT
Position Step Hourly
I $20
II $21
III $22
I $26
II $27
III $28
I $20
II $21
III $22
I $20
II $21
III $22
I $20
II $21
III $22
I $26
II $27
III $28
I $23
II $24
III $25
I $20
II $21
I $18
II $19
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Step Adjustments
Not Applicable
Not Applicable
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Facility Maintenance Worker
Custodian/Facility Maintenance Worker
Park Helper
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Aquatics Coordinator
ADMINISTRATION / FINANCE DEPARTMENT
Recreation Coordinator
Step Adjustments
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Office Assistant
Office Assistant
Office Assistant
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Fire Inspector
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Assistant Aquatics Coordinator
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Step increases will be considered for each
additional season worked.
Step increases will be considered for each
additional season worked.
Pool Manager (Senior Guard)
Lifeguard
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CITY OF BISHOP
PART-TIME EMPLOYEES WAGE SCALE
JULY 1, 2023 - JUNE 30, 2024
COMMUNITY SERVICES (continued)
I $20
II $21
III $22
Sports Official NO STEPS $31.00 per game
Assistant Sports Official NO STEPS $18.00 per game
Instructor NO STEPS $27
Activity Leader NO STEPS $18
I $20
II $21
III $22
I $23
II $24
III $25
POLICE DEPARTMENT
Position Step Hourly
I $20
II $21
III $22
I $20
II $21
III $22
Level II $22
Level I $37
Reserve Specialist NO STEPS $22
I $31
II $32
III $33
Police Cadet I $18
I $20
II $21
III $22
Facility Maintenance Worker II NO STEPS $23
Crossing Guard NO STEPS $18
PLANNING DEPARTMENT
Position Step Hourly
I $44
II $45
III $46
I $21
II $22
III $23
Program Site Coordinator
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Not Applicable
Not Applicable
Not Applicable
Not Applicable
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Not Applicable
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Step Adjustments
Office Assistant
Parking Enforcement Officer
Reserve
Relief Communications Operator
Not Applicable
Not Applicable
Facility Maintenance Worker
Office Assistant
Step Adjustments
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Athletic Coordinator
Program Leader
Not Applicable
Associate Planner / Economic Development
Coordinator
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
2 315
CITY OF BISHOP
PART-TIME EMPLOYEES WAGE SCALE
JULY 1, 2023 - JUNE 30, 2024
PUBLIC WORKS DEPARTMENT
Position Step Hourly
I $20
II $21
III $22
I $43
II $44
III $45
Engineer NO STEPS $63
Assistant Engineer NO STEPS $53
I $20
II $21
III $22
Public Works Intern NO STEPS $19
Position Hourly
Retired Annuitant
Not Applicable
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Approved by Council on: August 28, 2023
Not Applicable
Office Assistant
Drafter
Step Adjustments
A retired annuitant may work during an emergency to prevent stoppage of public business or because the annuitant has specialized skills needed in performing work of limited duration. The wage will be the hourly rate at time of retirement but not less than the minimum nor exceed that paid to other employees performing comparable duties.
Maintenance Worker
Step increases occur annually with one year in
between each step based on successful employee
evaluations.
Not Applicable
3 316
Pursuant to Ordinance No. 547 approved by Council on 07/28/2014 – Starting December 1, 2014 the City Council Monthly Salary was changed from $300/month to $550/month.
Approved by Council on:
CITY OF BISHOP
ELECTED OFFICIALS
MONTHLY SALARY SCHEDULE
July 1, 2024 – June 30, 2025
Position Fixed
City Council $550
City Treasurer $150
317
Agenda Item: 10.A
Date of Meeting: May 28, 2024
Department: Community Services
To: City Council
From: Dan McElroy
Subject: Request to Waive Pool Fees for July 4,2024.
Prepared On: May 20, 2024
STAFF REPORT
Background/History:
The 4th of July Big Day in the Park celebration has historically been accompanied with a public free swim day at the City Park pool. The event has typically been well attended by our community members and visitors.
Analysis/Discussion:
The request has only been made for the 4th of July event each year. It shows appreciation to our community as we come together to celebrate.
Economic Impacts:
Hosting the 4th of July Big Day in the Park allows visitors and community members to frequent local businesses as the Bishop City Park is centrally located.
Budget Impacts:
There are minimal budget impacts as the financial expense will be to cover staff costs.
Legal Review:
City Attorney Pucci has reviewed this item and finds that the recommended action complies with the law.
Recommended Action:
Council consideration to approve waiving pool fees for the City of Bishop Big Day in the Park, July 4th, 2024.
Approved By: Deston Dishion 5/20/2024
Approved By:
Approved By:
Approved By:
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CITY OF BISHOP
DESIGN PROFESSIONAL SERVICE AGREEMENT FOR
AS NEEDED, ON-CALL ENVIRONMENTAL CONSULTING SERVICES
THIS AGREEMENT, is made and effective June 1, 2024, between the City of Bishop, a municipal corporation ("Agency"), and Panorama Environmental, Inc. (“Consultant”).
In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:
1. TERM
This Agreement shall commence on June 1st 2024 and shall remain and continue in effect for three (3) years. The Agreement may be extended for one (1) year at a time, after the initial three (3) years, with a maximum Agreement term of five (5) years after commencement date, unless sooner terminated pursuant to the provisions of this Agreement.
2. SERVICES
General Scope of Services. Consultant promises and agrees to furnish to Agency all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the environmental consulting services necessary for the Project (“Services”). The Services are generally described in Exhibit “A”, Agency’s Request for Qualifications and Exhibit “B”, Consultant’s Statement of Qualifications, attached hereto and incorporated herein by reference, and which are stated in the proposal to Agency. The Services shall be more particularly described in the individual Task Order issued by Agency. No services shall be performed unless authorized by a fully executed Task Order. 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. PERFORMANCE
Consultant shall at all times perform all tasks described herein in accordance with generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Consultant hereunder in meeting its obligations under this Agreement.
4. AGENCY MANAGEMENT
The City Administrator shall represent Agency in all matters pertaining to the administration of this Agreement, review and approval of all products submitted DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 141 319
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by Consultant, but not including the authority to enlarge the Tasks to Be Performed or change the compensation due to Consultant. Agency’s Manager shall be authorized to act on Agency's behalf and to execute all necessary documents which enlarge the Tasks to Be Performed or change Consultant's compensation, subject to Section 5 hereof.
5. PAYMENT
(a) 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 maximum compensation for Services to be provided pursuant to each Task Order shall be set forth in the relevant Task Order. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
(b) Consultant shall not be compensated for any services rendered in connection with its performance of this Agreement which are in addition to those set forth herein, unless such additional services are authorized in advance and in writing by the City Administrator. Consultant shall be compensated for any additional services in the amounts and in the manner as agreed to by the City Administrator and Consultant at the time Agency's written authorization is given to Consultant for the performance of said services. the City Administrator may approve additional work not to exceed ten percent (10%) of the amount of an individual Task Order, but in no event shall such sum exceed ten-thousand dollars ($10,000.00). Any additional work in excess of this amount shall be approved by the Governing Board.
(c) Consultant will submit invoices monthly for actual services performed.
Invoices shall be submitted on or about the first business day of each month, or as soon thereafter as practical, for services provided in the previous month.
Payment shall be made within thirty (30) days of receipt of each invoice as to all non-disputed fees. If Agency disputes any of Consultant's fees it shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth on the invoice.
6. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE (a) Agency may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the consultant at least ten (10) days prior written notice. Upon receipt of said notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If Agency suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement.
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(b) In the event this Agreement is terminated pursuant to this Section, Agency shall pay to Consultant the actual value of the work performed up to the time of termination, provided that the work performed is of value to Agency. Upon termination of the Agreement pursuant to this Section, the Consultant will submit an invoice to Agency pursuant to Section 3.
7. DEFAULT OF CONSULTANT
(a) The Consultant's failure to comply with the provisions of this Agreement shall constitute a default. In the event that Consultant is in default for cause under the terms of this Agreement, Agency shall have no obligation or duty to continue compensating Consultant for any work performed after the date of default[TT1], for any work related to the default that has not, or cannot be used by the Agency.
The Agency can terminate this Agreement immediately by written notice to the Consultant. If such failure by the Consultant to make progress in the performance of work hereunder arises out of causes beyond the Consultant's control, and without fault or negligence of the Consultant, it shall not be considered a default. (b) If the City Administrator or his/her delegate determines that the Consultant is in default in the performance of any of the terms or conditions of this Agreement, he/she shall cause to be served upon the Consultant a written notice of the default. The Consultant shall have ten (10) days after service upon it of said notice in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, or, if the nature of the cure is such that more than ten (10) days will be required to effect the cure, and Consultant has not commenced the cure within said ten (10) days, then the Agency shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.
8. OWNERSHIP OF DOCUMENTS
(a) Consultant shall maintain complete and accurate records with respect to sales, costs, expenses, receipts, and other such information required by Agency that relate to the performance of services under this Agreement. Consultant shall maintain adequate records of services provided in sufficient detail to permit an evaluation of services. All such records shall be maintained in accordance with generally accepted accounting principles and best professional practices and shall be clearly identified and readily accessible. Consultant shall provide free access to the representatives of the Agency or its designees at reasonable times to such books and records; shall give Agency the right to examine and audit said books and records; shall permit the Agency to make transcripts therefrom as necessary; and shall allow inspection of all work, data, documents, proceedings, DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 143 321
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and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a period of three (3) years after receipt of final payment.
(b) Upon completion of, or in the event of termination or suspension of this Agreement, and upon payment of Consultant’s invoices, all original documents, designs, drawings, maps, models, computer files, surveys, notes, and other documents prepared in the course of providing the services to be performed pursuant to this Agreement shall become the sole property of the Agency and may be used, reused, or otherwise disposed of by the Agency without the permission of the Consultant. Any re-use, or modification of Consultant’s instruments of service without the Consultants participation shall be at the Agency’s sole risk and Agency agrees to indemnify the Consultant from any claims arising out of the re-use or modification. With respect to computer files, Consultant shall make available to the Agency, at the Consultant's office and upon reasonable written request by the Agency, the necessary computer software and hardware for purposes of accessing, compiling, transferring, and printing computer files.
9. INDEMNITY AND DEFENSE
(a) Indemnification for Professional Services
To the fullest extent permitted by law, Consultant shall indemnify and hold harmless Agency and any and all of its officials, and employees (“Indemnified Parties”) from and against any and all losses, liabilities, damages, costs and expenses, including reasonable attorney’s fees and costs, to the extent they arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. Consultant’s duty to indemnify shall include reimbursement of reasonable defense costs incurred by Agency in direct proportion to the Consultant’s proportionate percentage of fault. Consultant’s percentage of fault shall be determined, as applicable, by a court of law, jury or arbitrator. In the event any loss, liability or damage is incurred by way of settlement or resolution without a court, jury or arbitrator having made a determination of the Consultant’s percentage of fault, and if the parties cannot mutually agree on the percentage, the parties agree to mediation with a third party neutral to determine the Consultant’s proportionate percentage of fault for purposes of determining the amount of indemnity and defense cost reimbursement owed to the Agency.
(b) For All Other Liabilities
Notwithstanding the foregoing and without diminishing any rights of Agency under Section 9.A, for any liability, claim, demand, allegation against Agency arising out of, related to, or pertaining to any act of DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 144 322
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negligence or willful misconduct, or omission of Consultant, but which is not a design professional service, Consultant shall indemnify, and hold harmless Agency, its officials, employees, and agents (“Indemnified Parties”) from and against any and all damages, costs, expenses (including reasonable attorney fees and expert witness fees), judgments, settlements, and/or arbitration awards, whether for personal or bodily injury, property damage, or economic injury, and arising out of, related to, any concurrent or contributory negligence on the part of the Agency, except for the sole or active negligence of, or willful misconduct of the Agency.
10. INSURANCE
Consultant shall maintain prior to the beginning of and for the duration of this Agreement insurance coverage as specified in Exhibit “D” attached to and part of this Agreement.
11. INDEPENDENT CONSULTANT
(a) Consultant is and shall at all times remain as to the Agency a wholly independent Consultant. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant's exclusive direction and control. Neither Agency nor any of its officers, employees, or agents shall have control over the conduct of Consultant or any of Consultant's officers, employees, or agents, except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees, or agents are in any manner officers, employees, or agents of the Agency. Consultant shall not incur or have the power to incur any debt, obligation, or liability whatever against Agency, or bind Agency in any manner. (b) No employee benefits shall be available to Consultant in connection with the performance of this Agreement. Except for the fees paid to Consultant as provided in the Agreement, Agency shall not pay salaries, wages, or other compensation to Consultant for performing services hereunder for Agency.
Agency shall not be liable for compensation or indemnification to Consultant for injury or sickness arising out of performing services hereunder.
12. LEGAL RESPONSIBILITIES
The Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. The Agency, DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 145 323
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and its officers and employees, shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this Section.
13. UNDUE INFLUENCE
Consultant declares and warrants that no undue influence or pressure is used against or in concert with any officer or employee of the Agency in connection with the award, terms or implementation of this Agreement, including any method of coercion, confidential financial arrangement, or financial inducement. No officer or employee of the Agency will receive compensation, directly or indirectly, from Consultant, or from any officer, employee or agent of Consultant, in connection with the award of this Agreement or any work to be conducted as a result of this Agreement. Violation of this Section shall be a material breach of this Agreement entitling the City to any and all remedies at law or in equity.
14. NO BENEFIT TO ARISE TO LOCAL EMPLOYEES
No member, officer, or employee of Agency, or their designees or agents, and no public official who exercises authority over or responsibilities with respect to the Project during his/her tenure or for one year thereafter, shall have any interest, direct or indirect, in any agreement or sub-agreement, or the proceeds thereof, for work to be performed in connection with the Project performed under this Agreement.
15. RELEASE OF INFORMATION/CONFLICTS OF INTEREST
(a) All information gained by Consultant in performance of this Agreement shall be considered confidential and shall not be released by Consultant without Agency's prior written authorization. Consultant, its officers, employees, agents, or subconsultants, shall not without written authorization from the City Administrator or unless requested by the Agency Attorney, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories, or other information concerning the work performed under this Agreement or relating to any project or property located within the Agency.
Response to a subpoena or court order shall not be considered "voluntary" provided Consultant gives Agency notice of such court order or subpoena. (b) Consultant shall promptly notify Agency should Consultant, its officers, employees, agents, or subconsultants be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions, or other discovery request, court order, or subpoena from any person or party regarding this Agreement and the work performed thereunder or with respect to any project or property located within the Agency. Agency retains the right, but has no obligation, to represent Consultant and/or be present at any DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 146 324
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deposition, hearing, or similar proceeding. Consultant agrees to cooperate fully with Agency and to provide the opportunity to review any response to discovery requests provided by Consultant. However, Agency's right to review any such response does not imply or mean the right by Agency to control, direct, or rewrite said response.
16. NOTICES
Any notices which either party may desire to give to the other party under this Agreement must be in writing and may be given either by (i) personal service, (ii) delivery by a reputable document delivery service, such as but not limited to, Federal Express, which provides a receipt showing date and time of delivery, or (iii) mailing in the United States Mail, certified mail, postage prepaid, return receipt requested, addressed to the address of the party as set forth below or at any other address as that party may later designate by notice:
To Agency: City of Bishop
P.O. Box 1236
Bishop, CA 93514
Attention: Agency Clerk
To Consultant: Panorama Environmental, Inc.
717 Market Street, Suite 400
San Francisco, CA 94103
Attention: Tania Treis, President
17. ASSIGNMENT
Consultant has represented to Agency 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 Agency. In the event that AGENCY and Consultant cannot agree as to the substitution of key personnel, AGENCY 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 AGENCY, or who are determined by the AGENCY 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 AGENCY. The key personnel for performance of this Agreement are as follows:
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Panorama
Susanne Heim, Principal
Rita Wilke, Senior Manager I
Jessica Koteen, Senior Manager I
Rachel Durben, Environmental Scientist II
Elizabeth McCullough, Environmental Analyst II
Caitlin Gilleran, Senior Project Manager I
Russell Kokx, Environmental Scientist II
Caitlin Jensen, Cartographer/GIS Manager
Breya Jasper, Contract Manager
Maria Yat, Administration/Document Production
Lacar Musgrove, Technical Editor II
Kleinfelder
Joseph Zilles, Senior Principal Professional
Jennifer-Lynn Kellerman, Staff Professional II
Constance Ganong, Senior Principal Professional
Nicole Carpenter, Staff Professional II
Darryl Berberi-Hill, Project Professional
Jordan Annand, Staff Professional II
Lisa Achter, Principal Professional
Erin Abendroth, Professional
ASM
Peter Carey, MA, RPA, Principal/Project Manager II
Shannon Davis, RPH, Principal/Project Manager II
Robert Azpitarte, Associate Archaeologist III
K. Ross Way, Associate Archaeologist III
Maria Silva, Assistant Archaeologist III
Margarita Medina Lemus, Assistant Archaeologist III
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18. LICENSES
At all times during the term of this Agreement, Consultant shall have in full force and effect, all licenses required of it by law for the performance of the services described in this Agreement.
19. GOVERNING LAW
The Agency and Consultant understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the municipal, superior, or federal district court with jurisdiction over the Agency.
20. ENTIRE AGREEMENT
This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party's own independent investigation of any and all facts such party deems material.
21. CONTENTS OF REQUEST FOR PROPOSAL AND PROPOSAL
Consultant is bound by the contents of the Agency's Request for Qualifications, Exhibit "A" hereto and incorporated herein by this reference, and the contents of the Statement of Qualifications submitted by the Consultant, Exhibit "B" hereto.
In the event of conflict, the requirements of Agency's Request for Qualifications and this Agreement shall take precedence over those contained in the Consultant's proposals.
22. AUTHORITY TO EXECUTE THIS AGREEMENT
The person or persons executing this Agreement on behalf of Consultant warrants and represents that he/she has the authority to execute this Agreement on behalf of the Consultant and has the authority to bind Consultant to the performance of its obligations hereunder.
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23. LIMITATION OF LIABILITY; WAIVER OF CONSEQUENTIAL DAMAGES The total amount of all claims the Agency may have against the Consultant under this Agreement or arising from the performance or non-performance of the Services under any theory of law, including but not limited to claims for negligence, negligent misrepresentation and breach of contract, shall be strictly limited to the lesser of the fees or $100,000. As the Agency’s sole and exclusive remedy under this Agreement any claim, demand or suit shall be directed and/or asserted only against the Consultant and not against any of the Consultant’s employees, officers or directors.
Neither the Agency nor the Consultant shall be liable to the other or shall make any claim for any incidental, indirect or consequential damages arising out of or connected to this Agreement or the performance of the services on this Project.
This mutual waiver includes, but is not limited to, damages related to loss of use, loss of profits, loss of income, loss of markets, unrealized energy savings, diminution of property value or loss of reimbursement or credits from governmental or other agencies.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written.
CONSULTANT
By: ______________________________
Tania Treis, President
CITY OF BISHOP
A Municipal Corporation
By: ______________________________
Jose Garcia, Mayor
ATTEST:
By: ______________________________
Robin Picken, City Clerk
APPROVED AS TO FORM:
By: ______________________________
Dean Pucci, City Attorney
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 150 328
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Design Professional Service Agreement
EXHIBIT A
REQUEST FOR QUALIFICATIONS/SERVICES TO BE PROVIDED
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 151 329
CITY OF BISHOP
377 West Line Street - Bishop, California 93514
P. O. Box 1236 - Bishop, California 93515
City Hall 760-873-5863 Public Works 760-873-8458
Fax 760-873-4873
Request for Qualifications for As Needed, On-Call Environmental Services Dear Interested Party:
The City of Bishop (“City”) is seeking a statement of qualifications from environmental consulting teams (“Consultant”) to provide On-Call, As Needed Environmental Consulting Services. Under the direction of the City’s staff, the environmental consultants will assist on an as-needed basis, with a variety of environmental professional services including the preparation and review of California Environmental Quality Act (CEQA), National Environmental Policy Act (NEPA) documents for projects that may occur within the City of Bishop limits. As a public entity, the City of Bishop is considered the lead agency for the processing of projects within the City limits in compliance with CEQA.
A. Purpose and Background
The purpose of this Request for Qualifications (RFQ) is to provide the City with specific environmental consulting services and other related items when expedited services are needed. For each project for which services will be requested, the City will issue a Task Order to one or more firms under the On-Call Agreement and request a proposal.
The term of the As Needed, On-Call services contract(s) shall be for three (3) years. The contract(s) may be extended for one (1) year at a time, after the initial three (3) years, with written agreement of the City and the Consultant. The contract(s) may be extended until a five (5) year period is complete.
The City supports the Disadvantaged Business Enterprise (DBE) program and encourages the use of DBE consultants and subconsultants when possible. The primary purpose of the DBE program is to provide training, assistance, and services to minority, disadvantaged, and women business enterprises and provide equal opportunity. There is no DBE goal for participation in this RFQ. However, DBE goals will be given for the task orders if required.
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RFQ for As Needed, On-Call Environmental Services
B. Scope of Services
Services provided by Consultant will be on an intermittent, as needed, On-Call basis. The Consultant shall have staff qualified to conduct all necessary environmental consulting work and written documents, including graphics.
Scope of Services may include, but are not limited to, the following tasks:
• Preparation of technical reports/memos and NEPA and CEQA documents or similar:
o Natural Environment Study (NES) / NES Minimal Impacts o Biological Assessment
o Revegetation Plan
o Focused Plant or Animal Survey
o Habitat Assessment
o Wetland Delineation
o Arborist Evaluation
o Noise Technical Memorandum
o Initial Site Assessment
o Lead and Asbestos Testing
o Historic Property Survey Report
o Archaeological Survey Report
o Historic Resources Evaluation Report
o Finding of Effect
o Water Quality Assessment Memorandum/Report
o Caltrans forms, for example, Preliminary Environmental Study PES Form, Caltrans Floodplain Forms
o Initial Study / Mitigated Negative Declaration / Mitigation Monitoring and Reporting Program
o Environmental Impact Reports (EIR)
• Obtain sub-consultants for other as-needed professional environmental consultant services related to environmental analysis and surveying. • Attend kickoff and other meetings at the City’s request. • Review CEQA/NEPA documents, plans, studies, and other documents on behalf of the City.
• Providing General Assistance and Support to comply with CEQA/NEPA requirements for both federal and/or state-funded projects. • Consultation with City, Caltrans, or other agency staff. • Reviewing environmental reports or technical studies.
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RFQ for As Needed, On-Call Environmental Services
• Reviewing project permits.
• Identifying the components and requirements of a project. • Conducting a site investigation to determine existing field conditions. • Submitting a written proposal, including the scope of work, a not-to-exceed fee proposal, and a schedule.
• Compliance monitoring.
All work shall be in accordance with local, state, and federal standards when applicable.
All documentation, and graphics prepared under the terms of the Agreement with the City shall be delivered to the City and shall become the property of the City. Other work not required by the City, such as notes, sketches, charts, computations, and other data shall be available upon request to the City without restrictions or limitations.
C. Assignment of Work
The City will assign work to any of the contracted firms as deemed necessary. All work shall be performed under the direction of a licensed professional engineer registered with the State of California. No subcontractors shall be utilized without prior authorization by the City.
The consultant will have a prescribed number of working days, indicated in the Task Order, to submit the requested proposal. Failure to submit the proposal by the prescribed time may cause the proposal to be rejected and another firm assigned the task.
When services are being requested, the City will issue the Task Order to one or more of the firms under the On-Call Agreement and request a proposal, including project understanding, fee rates for the completion of the tasks, proposed methods, hours to be spent on tasks, and a schedule including the time needed to complete the tasks. The City will review proposals and will award the work based on qualifications for tasks and overall cost.
Project scheduling will be based on a task-to-task basis decided by the City and Consultant. Any changes in the schedule must have prior authorization by the City’s Public Works staff. The final payment will be paid when all tasks are complete, and the City has received all the required documents.
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RFQ for As Needed, On-Call Environmental Services
Schedule
The City of Bishop has set a schedule for the RFQ process. However, the services provided by the Consultant will be on an as needed, On-Call schedule.
Description Estimated Completion Date
Advertisement of Request for Qualifications February 12, 2024 Requests for Clarification/information Deadline March 9, 2024 Statements Due March 12, 2024
Interviews (if desired by City) Week of March 25, 2024
Initial Selection April 8, 2024
Contract Negotiations Week of April 15, 2024
Present to City Council April 22, 2024
D. City Provided Work and Information
If requested by Consultant, The City of Bishop will provide the following:
• City of Bishop Standard Plans
• Recorded maps showing parcel boundary information
• Topographic information if available
• GIS information if available
• Previously completed, project specific plans or reports • Codes specific to Bishop
E. Selection Criteria and Process
The contract(s) will be awarded on the basis of demonstrated competence and professional qualifications necessary for the satisfactory performance of the services required. There may be interviews for the top responsive firms. Statements will be reviewed by select City staff members and authorized City Representatives. The City will score each of the following criteria on a scale of 1-5 which will be multiplied by the weighted values, with 1 being below average and 5 being exceptional. City Staff will rate statements as seen in the following table:
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Criteria
Weight
Factor
Rating
(1-5)
Weighted
Rating
A. Understanding of work to be done 0.10
B. Responsiveness to request for qualifications 0.05
C. Appropriateness and acceptability of approach
and work plan, ability to develop proposals for
issued task orders
0.15 D. Ability to complete task orders in a timely
manner
0.15 E. Qualifications of the firm, consultant, and
assigned staff
0.10 F. Knowledge of and experience with similar work 0.15 G. Local experiences & knowledge 0.15
H. References 0.05
I. Rating and ranking of interview (if conducted) 0.10
Total Score:
Comments:
The initial selection(s) will be based on the criteria listed in the table above. If clarification is required, a written questionnaire may be provided or an informal interview may be conducted. If an interview is conducted, it will be scheduled within three weeks following the statement submittal.
After selection of the top-ranked firm(s), the City will negotiate final contract terms. The goal of negotiations is to agree on a final contract that delivers the services and products required with reasonable fees. Compensation for the as needed, On-Call, agreements shall be handled through task orders and will be financed through project specific funding sources. Note, there is no expectation or guarantee of a total contract amount.
F. Proposed Response Format
The following statement format is required and has been designed to facilitate comparison among statements submitted. The statements should not exceed 15 pages, not including attachments. Future Task Orders assigned to awarded consultant(s) will have a separate proposal response format, provide by the City at the time of task requests.
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RFQ for As Needed, On-Call Environmental Services
1. Cover Letter – Introduction
Provide a summary of the statement and demonstrate the firms understanding of the tasks, including general approach for scope of services provided in this RFQ. Include an introduction to the firm as well as a contact person’s name, phone number, email address, and mailing address.
2. Qualifications, Experience, References
Prepare a summary of your firm’s qualification and experience in similar projects. Include the names of clients, duration, and description of past or current assignments. Also, include names and telephone numbers of contact persons of as many as three (3) clients for whom your firm provided similar services.
3. Technical Approaches and Scope of Work
Provide typical work plans for various tasks in the Scope of Services. State the interpretation of the types of work to be performed. State a positive commitment to perform the work in the required manner and time frame. Demonstrate an understanding of the services being requested.
4. Staffing and Subconsultants
List the individuals that will participate on this agreement, including their staff classification. Please include a brief resume of experience in similar projects for each individual and proof of various professional registration, licenses, and certificates.
Subconsultant statements and resumes may be submitted as an attachment.
If, at the time of a Task Order request, the Consultant(s) wishes to use subconsultants not specified in their RFQ statement, prior written approval must be received from the City. The City may provide the approval after review of the proposal(s) required for a Task Order. Subconsultants may be used for work such as traffic reports or studies, traffic studies reviews, and other as-needed technical studies.
5. Fees
Provide a price statement for general services in a separate, sealed envelope including a price for each typical deliverable. The price statement should include a list of staff hourly rates and other additional costs in the event that work is required outside of the typical design items outlined in this RFQ. Once City staff has made initial selections, the price statement will be opened and used as a basis for final scope and fee negotiations. Should those negotiations be successful, all other price statements will be unopened and shredded.
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G. Submittal of Statement
Submit two (2) signed hard copies and one electronic copy on a thumb drive of your entire statement in a sealed envelope labeled “RFQ – As Needed, On-Call Services for COB”. Label price statement as “Price Statement for RFQ – As Needed, On-Call Services for COB”. Submit statement to:
City of Bishop
377 West Line Street
Bishop, CA 93514
Attention: Michele Rhew, Public Works Secretary
Statements must be submitted, or postmarked, prior to 4:00 PM, Tuesday, March 12, 2023.
If all required information is not provided, a statement may be considered nonresponsive and rejected without evaluations. Late submittals, submittals to the wrong location, or submittals with inadequate copies are considered nonresponsive and shall be rejected.
The City shall not, in any event, be liable for any pre-contractual expenses incurred by Consultant in the preparation of its statement. Consultant shall not include any such expenses as part of its statement. Pre-contractual expenses are defined as expenses incurred by the Consultant in:
• Preparing the statement in response to this RFQ;
• Submitting the statement to the City;
• Negotiating with City on any matter related to the statement; or • Any other expenses incurred by the Consultant prior to date of award, if any, of the Contract.
Consultant statements and any contract entered into thereafter become the exclusive property of the City and shall be subject to the California Public Records Act (Government Code Section 6250 et seq.). The City’s use and disclosure of its records are governed by this act. Those elements in each statement which Consultant(s) consider to be trade secrets, as that term is defined in Civil Code Section 3426.1(d), or otherwise exempt by law from disclosure, should be prominently marked as “TRADE SECRET”, “CONFIDENTIAL”, or “PROPRIETARY” by Consultant. The City will use its best efforts to inform Consultant of any request for disclosure of any such document. The City, shall not in any way, be liable or responsible for the disclosure of any such records including, without limitation; those so marked if disclosure is deemed to be required by law or by an order of the Court.
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RFQ for As Needed, On-Call Environmental Services
H. Information and Inquires
Should a Consultant require clarifications to this RFQ, the Consultant shall submit a request for information (RFI) notify City Staff listed below in writing. Should it be found that the point in question is not clearly and fully set forth in the RFQ; the City may issue a written addendum clarifying the matter. RFIs should be submitted no later than April 20, 2023 to allow adequate time for the City to respond.
Substantive changes to the requirements will be made by written addendum to this RFQ.
Any written addenda issue pertaining to this RFQ shall be incorporated into the terms and conditions of any resulting Agreement. The City shall not be bound to any modifications to or deviations from the requirements set forth in this RFQ as the result of oral instruction.
For further information, please contact:
Anastasiia Budnyk
Assistant Planner
(760) 873-8458 x 136
[email protected]
I. Top Ranked List and Protests
Each Consultant who submits a statement shall be notified in writing regarding the Consultant(s) who were selected as part of the top ranked list. Such notification shall be made within 10 days of the list approval date.
Consultants may file a “protest” of a statement with the City. In order for a Consultant’s protest to be considered valid, the protest must:
• Be received in writing within 5 calendar days after the top ranked list is published; • Clearly identify the specific irregularity or accusation; • Clearly identify the specific City staff determination or recommendation being protested;
• Specify, in detail, the grounds of the protest and the facts supporting the protest; and
• Include all relevant, supporting documentation with the protest at time of filing.
If the protest does not comply with each of these requirements, it will be rejected as invalid. If the protest complies with each of these requirements, the Project Manager or other designated City staff member shall review the basis of the protest and all relevant information. A member of the City Staff will provide a written decision to the protestor.
The protester may appeal the initial decision to Deston Dishion, City Administrator, by DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 159 337
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RFQ for As Needed, On-Call Environmental Services
filing a protest meeting and all five of the criteria listed above. This appeal must be received within 5 calendar days of the date of the initial City Staff written decision.
J. Sample Contract and Exceptions
The City of Bishop agreement for as needed, On-Call consulting services will be provided upon request. The firm should review the agreement and insurance requirements and indicate if there are any exceptions to the agreement requirements or language that requires further discussion or clarification. Noted exceptions may be considered in determining a proposer’s responsiveness. The selected Consultant(s) shall be bound to accept all RFQ requirements and terms and conditions of the Form of Agreement not excepted in the statement.
K. Other Requirements
By submitting Qualifications, Consultant represents that it has thoroughly examined and become familiar with the work required under this RFQ and is capable of performing quality work to achieve the City’s objectives.
All statements shall remain good for a minimum of 60 calendar days after the submission deadline or until final contract(s) are executed with the successful proposer(s), whichever occurs first.
By submitting Qualifications, Consultant warrants that any and all licenses and/or certifications required by law, statute, code or ordinance in performing under the scope of this RFQ are currently held by Consultant, and are valid and in full force and effect. All consultants for the City of Bishop must have or obtain a current business license from the City of Bishop.
Sincerely,
Deston Dishion
Planning Director
City of Bishop
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EXHIBIT B
CONSULTANT’S STATEMENT OF QUALIFICAITIONS
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 161 339
717 Market Street, Suite 400
San Francisco, CA 94103
650-373-1200 panoramaenv.com
City of Bishop
On-Call Environmental Services
2024
March 12, 2024
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 162 340
City of Bishop As-Needed, On-Call Environmental Services 2024 i
TABLE OF CONTENTS
Qualifications, Experience and References ..........................................................................................3 Recent Relevant Project Experience........................................................................................................3 References ....................................................................................................................................................6 Technical Approach and Scope of Work................................................................................................7 Staffing and Subconsultants ...................................................................................................................10 Team Expertise and Experience..............................................................................................................10 Subconsultants...........................................................................................................................................10 Appendix A: Resumes .................................................................................................................................1 List of Appendices
Appendix A: Resumes
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 163 341
717 Market Street, Suite
400
San Francisco, CA 94103
ph: 650-373-1200
March 12, 2024
Michele Rhew
City of Bishop, Public Works Secretary
377 West Line Street
Bishop, CA 93514
Subject: Panorama Environmental, Inc., Statement of Qualifications for As Needed, On-call Environmental Services
Dear Ms. Rhew:
Panorama Environmental, Inc. (Panorama) is pleased to present the attached Statement of Qualifications (SOQ) to provide the City of Bishop (City) with environmental services to support the National Environmental Policy Act (NEPA) and California Environmental Quality Act (CEQA) process.
About Panorama Environmental
Panorama is a San Francisco-based, women-owned environmental consulting firm with an over 40-year history providing multidisciplinary environmental planning services to public-sector and private clients. Panorama specializes in CEQA and NEPA environmental compliance, with specific experience preparing studies and documentation for transportation projects in compliance with California Department of Transportation (Caltrans) Standard Environmental Reference (SER).
Panorama is a privately owned California S-Corporation with two owners, Tania Treis and Susanne Heim. We have been in business as Panorama since 2011; however, our history extends back over 40 years as MHA and RMT. Panorama currently has over 40 employees located throughout California, Oregon, Nevada, and Idaho, including CEQA and NEPA specialists and project managers, GIS specialists, biologists, air quality and noise specialists, paleontologists, and visual resource specialists. We are certified as a small business enterprise (SBE), womanand minority-owned business enterprise (WBE/MBE), and disadvantaged business enterprise (DBE).
Local Knowledge and Presence and Relevant Expertise
Panorama has over three decades of experience leading CEQA and NEPA analyses for projects in the Eastern Sierra region, including Mono and Inyo counties. We have held on-call environmental services contracts with Inyo County for almost 15 years, Mono County Planning Department for over five years, and Mono County Public Works for one year. We have led CEQA and NEPA documentation for dozens of transportation improvement projects in Inyo County in the last decade and are very familiar with the natural resources in the region.
Panorama has specific experience preparing studies and NEPA and CEQA documentation for DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 164 342
City of Bishop Environmental Services On-Call
March 12, 2024
projects that require compliance with the Federal Highway Administration (FHWA) and Caltrans Local Assistance. Panorama staff are deeply familiar with the Caltrans SER. Panorama also has staff in Bishop and Lone Pine, California.
Highly Qualified Management Staff
Panorama’s assigned contract manager is Susanne Heim, and the designated project managers are Rita Wilke and Jessica Koteen. Susanne is a Principal and co-owner of Panorama and has the ability to contract and obligate the company. Susanne also has over 22 years of experience leading CEQA and NEPA document preparation and can provide key strategic advice and support to Panorama clients if needed. Jessica Koteen and Rita Wilke are Senior Managers at Panorama. Jessica brings over 24 years of experience leading CEQA and NEPA documentation for public works projects as well as a variety of projects for the Bishop Paiute Tribe. Rita has over 13 years of experience leading similar efforts and managed the Inyo County Public Works on-call contract. In addition, Rita is an expert in implementing Caltrans SER for Local Assistance Program-funded projects.
Approach to the Scope of Work
Panorama’s approach to the on-call contract includes close coordination with the City during the scoping of each task order to properly define the correct level of environmental review and necessary technical analysis to be included. Many projects may involve maintenance activities that qualify for Categorically Exemption (CatEx) under CEQA and Categorically Exclusion (CE) under NEPA. In addition, Caltrans SER often requires completion of biological and cultural resource evaluations or other technical analyses to support the NEPA CE. Because of Panorama’s extensive experience completing the CEQA and NEPA processes and all supporting studies as well as permit compliance for public works projects, we are adept at developing a scope of work and budget for each project that matches the project requirements.
If you have any questions about this proposal, please feel free to contact me at (323) 646-0237 or [email protected].
Sincerely,
Jessica Koteen,
Senior Manager
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CITY OF BISHOP
City of Bishop As-Needed, On-Call Environmental Services 2024 3 Qualifications, Experience and References
Panorama has led CEQA and NEPA documentation and resource permitting efforts for public works and planning projects in Inyo County and neighboring Mono County for over 30 years.
As an on-call consultant to Inyo County Public Works, we have developed a strong working relationship with Caltrans District 9 Local Assistance Program staff, including local Caltrans biologists and archaeologists. Many of Panorama’s documents, including PES forms, ASRs, NESs, and other technical reports, are accepted by Caltrans District 9 with minimal or no comments. In the last 15 years, we have completed CEQA and NEPA documentation for 17 Inyo County Public Works projects, including nine projects that required NEPA documentation including ASRs and NESs for Caltrans District 9.
Many of our key staff are locally based and able to mobilize to the City of Bishop rapidly if needed. Panorama Project Manager Jessica Koteen is based in Bishop, California. Rita Wilke is based in El Dorado County, California. Biologist Russell Koxk is based in Lone Pine, California, and archaeologist Peter Carey is based in Bishop, California. In addition to our local experience, our staff’s location in proximity to the City of Bishop reduces travel time and expense to Bishop for any fieldwork conducted under the on-call contract.
Recent Relevant Project Experience
Panorama is highly qualified to support CEQA and NEPA compliance for City of Bishop projects. We have strong experience completing similar CEQA, NEPA, and permitting efforts in the region and have supported many public works departments across California with CEQA and NEPA documentation, including required baseline environmental impact analyses and studies, and obtaining required environmental permits from agencies. The project examples on the following pages demonstrate Panorama’s local knowledge and relevant experience completing CEQA and NEPA documentation as well as obtaining other environmental clearances and permits for public works projects. Panorama has provided environmental services for more than 25 projects funded through the Caltrans Local Assistance Program in the last 5 years, and the majority of these projects have required a Natural Environment Study (NES) and Biological Assessment (BA) as well as Archaeological Survey Reports (ASRs) In addition to Panorama’s successful experience with similar projects, Panorama has included several specialty subconsultants on its team to support cultural and biological assessments, water quality assessments, and Phase I Environmental Site Assessments. ASM is a specialized cultural resource management (CRM) firm that brings directly relevant experience completing Caltrans ASRs and other services in compliance with Section 106 of the National Historic Preservation Act (NHPA) for public works and other projects in the City of Bishop. Our team of biologists are also very familiar with the flora and fauna of Inyo County and were specifically selected for this contract due to their experience completing similar NESs, including rare plant surveys, wetland delineations, invasive weed surveys, and focused wildlife surveys, to support the CEQA and NEPA processes, including Section 7 consultation under the federal Endangered Species Act (ESA).
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 166 344
CITY OF BISHOP
City of Bishop As-Needed, On-Call Environmental Services 2024 4 Inyo County On-call Environmental Services
Client:
Inyo County Public Works
Ashley Helms, Public Works
Deputy Director of Airports
760.878.0200 office
[email protected]
Date of Contract and Completion:
2004–2018
Key Staff:
Susanne Heim (Panorama)
Rita Wilke (Panorama)
Caitlin Gilleran (Panorama)
Russell Kokx (Panorama)
Project Description
Panorama provided as-needed environmental services to Inyo County to support Inyo County public works projects. Between 2004 and 2018, Panorama completed 17 projects with Inyo County Public Works Department. Projects included bridge repair and maintenance, road maintenance, stream and creek maintenance, bike lane construction, park and trail improvements, and railroad rehabilitation. Panorama has provided environmental services for several County projects located within the ICDPW right-of-way including Laws Railroad, Carroll Creek Road Bridge Replacement, and Walker Creek Road Bridge Replacement. Nearly all projects were funded through federal or state programs administered by Caltrans, such as the Highway Bridge, Highway Infrastructure, Local Highway Safety Improvement, Emergency Relief, Safe Route to School Program, and State Transportation Improvement programs.
Programs administered by Caltrans require coordination with Caltrans Local Assistance staff and compliance with Chapter 6 (Environmental Procedures) of the Caltrans Local Assistance Procedures Manual (LAPM).
Outcome
Panorama prepared technical studies in compliance with Caltrans Standard Environmental Reference including biological, cultural, hazardous material, air quality, and visual studies. Panorama was responsible for preparing all CEQA and NEPA compliance documents including Initial Studies, Mitigated Negative Declarations, Categorical Exemptions, Categorical Exclusions, and Environmental Assessments. Panorama also coordinated with resource and land management agencies on behalf of Inyo County to prepare all necessary permit applications for the National Park Service, Bureau of Land Management, U.S. Forest Service, California Department of Fish and Wildlife, U.S. Army Corps of Engineers, California Regional Water Quality Control Board, and U.S. Fish and Wildlife Service. Panorama has assisted the County with obtaining take coverage for Mojave desert tortoise and Mohave ground squirrel. Panorama has provided support during the construction phase by developing and administering worker trainings, completing preconstruction surveys for biological resources, and conducting mitigation monitoring.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 167 345
CITY OF BISHOP
City of Bishop As-Needed, On-Call Environmental Services 2024 5 Mono County Planning Department On-Call Services
Client:
Mono County Planning
Department
Wendy Sugimura
760-924-1814
[email protected]
Date of Contract and
Completion: 2018–current
Key Staff:
Susanne Heim (Panorama)
Jessica Koteen (Panorama)
Rita Wilke (Panorama)
Caitlin Gilleran (Panorama)
Russell Kokx (Panorama)
Project Description
Panorama provides on-call as-needed CEQA support services to the Mono County Planning Department. Projects have included cannabis use permits and permitting for residential and retail development and recreation projects. Panorama has prepared CEQA 15183 Exemptions and Initial Study/Mitigated Negative Declarations (IS/MNDs) in compliance with CEQA for projects throughout the County including developments within the June Lake, Benton, Crowley, and Sierra business park areas. Panorama’s scope of services has also included air quality and greenhouse gas (GHG) analysis, vehicle miles traveled (VMT) analyses, cultural resource surveys and reports, and biological resource surveys and reports including rare plant surveys and wetland delineations. Under the on-call contract, Panorama responds to Mono County requests for proposals and develops a detailed scope, budget, and schedule for each project in coordination with County planning staff. Panorama then contracts with the County to implement the scope of work and complete the work within the defined schedule and budget.
In addition to our on-call CEQA compliance services, Panorama provided CEQA technical support for the Mono County update to the Climate Action Plan and establishment of the VMT thresholds for Mono County, both of which were adopted in 2022.
Outcome
Panorama completed the following CEQA documents under its on-call contract with Mono County:
• Apogee Farms IS/MND
• June Lake GHG and VMT analysis
• Bask Ventures 15183 Exemption
• County Line Ranch CEQA Initial Study
• June Lake Business Center 15183 Exemption
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 168 346
CITY OF BISHOP
City of Bishop As-Needed, On-Call Environmental Services 2024 6 Archeological Survey for the Airport Road Rehabilitation Project Client:
Mono County for Caltrans
Chad Senior, Mono County
Department of Public Works
760-924-1812
[email protected]
Date of Contract and Completion:
2019–2020
Key Staff:
Peter Carey (ASM)
Project Description
ASM was contracted by Mono County to conduct an Archeological Survey Report (ASR) and Extended Phase One Investigation (XPI) for a road rehabilitation project near the Mammoth Yosemite Airport for compliance with Section 106 of the NHPA in order to obtain a Categorical Exclusion under NEPA.
The proposed project included the rehabilitation of failing asphalt concrete, feasibility analysis, and repair and replacement of existing metal culverts in order to maintain existing roadside drainage. In order to begin proposed services, ASM obtained an Organic Act permit from the USDA Forest Service (USFS) Inyo National Forest (INF). ASM then completed research and review of records from the Eastern Information Center, USFS, and Native American Heritage Commission. Formal Native American outreach letters were sent by ASM on behalf of Caltrans. ASM completed an intensive pedestrian survey and prepared a final ASR report presenting the results of the cultural resources identification efforts. Following acceptance of the ASR, ASM was further requested by Caltrans to conduct an XPI of the project APE for subsurface resource potential. ASM excavated 10 shovel test pits within the APE. Results of the XPI and a finding of effect for the project for compliance with Section 106 of the NHPA was provided in the Draft and Final XPI report.
References
Panorama’s references can speak to our experience with similar NEPA, CEQA, and permitting projects for public works and local projects. A list of references for Panorama is provided below.
Reference: Wendy Sugimura,
Community Development Director
Mono County Planning Department
Phone: 760-924-1814
Email: [email protected]
Reference: Juan Cruz, PE, Senior
Engineer
Consor Engineering
Phone: 1-916-368-9181
Email: [email protected]
Reference: Ashley Helms, Public Works Deputy
Director of Airports, Inyo County Public Works
Phone: 760-878-0200
Email: [email protected]
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 169 347
CITY OF BISHOP
City of Bishop As-Needed, On-Call Environmental Services 2024 7 Technical Approach and Scope of Work
Panorama is a full-service team with qualified staff to provide additional services listed in the RFQ, including various cultural resources evaluations, water quality assessments, and hazardous materials assessment, among others.
CEQA/NEPA Compliance Documents
Panorama’s approach to successful implementation of public works projects and obtaining CEQA and NEPA clearance include the following:
• Defining the appropriate pathway for CEQA and NEPA compliance • Conducting studies and impact analyses as required to support the CEQA and NEPA compliance processes
• Coordinating with the CEQA and/or NEPA Lead Agencies and technical staff throughout the CEQA and NEPA process
• Supporting consultations and public outreach efforts in compliance with CEQA and NEPA
The first step in any CEQA and NEPA compliance effort is determining the appropriate CEQA or NEPA compliance pathway and defining the technical studies required for the project.
Natural Environment Study (NES)/NES Minimal Impacts, Biological Assessments, Focused Plant or Animal Surveys, and Habitat Assessments Panorama has developed a team of biologists to support the City of Bishop with a variety of asneeded biological resources services. Our team includes Panorama staff with support from Kleinfelder. Our staff are familiar with regulations protecting endangered, threatened, and special-status species. We regularly assist our clients in obtaining permits by consulting with agency staff, preparing permit applications, and reviewing draft permits.
Revegetation Plans
Panorama’s team provides habitat restoration and vegetation enhancement plans that increase the ecological functions and value of the habitat on a project site to meet regulatory agency requirements. Our team has experience with a wide variety of habitat enhancement techniques and uses state-of-the-art management tools and monitoring methods. Our successful restoration and mitigation projects result from a collaboration of hydrologists, engineers, landscape architects, agency staff, and the public.
Wetland Delineation
Our team has highly qualified staff to perform wetland and waters delineations and completed wetland assessments to support CEQA and NEPA analyses and wetland regulatory permit applications. The wetland delineations are conducted in accordance with the USACE Wetland Delineation Manual, Arid West Supplement and Mountains, Valleys, and Coast Supplement and the State Water Resources Control Board’s definition of wetlands and waters of the state.
Arborist Evaluations
The Panorama team includes certified arborists that would be available as needed for services requiring a variety of tree assessments from surveys to tree condition evaluations, risk DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 170 348
CITY OF BISHOP
City of Bishop As-Needed, On-Call Environmental Services 2024 8 assessments, tree structure evaluations, and mitigation reporting. Depending on the needs of the project, the arborist would review the project description, determine potential impacts to trees, and further assess the conditions of trees, avoidance strategies, or mitigation.
Noise Technical Memorandum
Panorama’s in-house staff have conducted noise monitoring and evaluation for dozens of CEQA projects. Panorama’s noise impact analysis experience includes, but is not limited to, the following:
• Vibration and noise impacts from pile driving and blasting • Noise monitoring and impact analysis from trenching and underground utility construction in roads
• Noise modeling for construction
Panorama has developed a noise model to address impacts from trenching for underground utilities. Panorama’s approach to noise analysis starts by evaluating noise sensitive receptors in the project vicinity. Panorama then obtains information on baseline noise levels and proposed equipment use to evaluate the potential project impacts.
Archaeological and Architectural History Surveys/Reporting:
ASM has conducted and prepared numerous cultural surveys within the Owens Valley area, including conducting records searches and reviewing previous cultural reports. ASM has worked on Caltrans related projects, which involve discussion with Caltrans personnel to identify the approved project APE. In addition, we will request a search of the Sacred Lands File (SLF) by the Native American Heritage Commission (NAHC) in order to identify any areas of Native American heritage significance that may be impacted by project development. Should the project area also contain built environment resources more than 45 years old, ASM will complete additional records searches that could include titles searches, chain of ownership, Assessor’s records, and historic research on the history of the property at local repositories, previously developed contexts, and organizations within the City. At the completion of archival research, ASM architectural historians and/or archaeologists will perform intensive field surveys. Evaluations of potential historical resources will be conducted under the appropriate context and themes established by the City and in conformance with National Register of Historic Places (NRHP) Bulletin How to Apply the National Register Criteria for Evaluation, the California Office of Historic Preservation’s Instructions for Recording Historical Resources, and Technical Assistance Series #7, How to Nominate a Resource to the California Register of Historical Resources as well as any additional requirements (Caltrans, etc.). If potentially significant archaeological sites are identified, evaluation of their eligibility for the NRHP, California Register of Historic Resources, or local register(s) may be required if site avoidance cannot be achieved due to project constraints. ASM will provide a cultural resources technical report in compliance with City, local, State, and federal guidelines as needed to summarize the results of the survey, assess impacts to identified resources, and provide mitigation recommendations.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 171 349
CITY OF BISHOP
City of Bishop As-Needed, On-Call Environmental Services 2024 9 Water Quality Assessments
Kleinfelder has extensive experience preparing a variety of water quality assessment work plans for municipal and regulatory agencies. We understand the work plans we prepare are reviewed by regulators and each component should specifically address the needs of the project with regards to professional and regulatory standards such as the Clean Water Act, groundwater, and drinking water. As water quality can be expressed in several different ways, Kleinfelder employs experts that understand groundwater, wastewater, surface water, and stormwater. Kleinfelder’s experience spans working with local municipalities, State of California EPA/Regional Water Quality Control Boards/Department of Toxic Substance Control, CalTrans, California Department of Water Resources, the U.S. Army Corps of Engineers, the U.S Bureau of Reclamation, and others.
Initial Site Assessments and Lead and Asbestos Testing
Public works projects have the potential to require Phase I Environmental Site Assessments (ESAs) and Initial Site Assessments (ISAs) due to the age of infrastructure and historic or existing surrounding land uses. Older bridges may contain asbestos or lead paint and may require remediation or specific construction measures to limit the potential for worker or public exposure to hazardous materials. Panorama has managed many Phase I ESAs, ISAs, and Phase II ESAs. We are very familiar with the laws applicable to hazardous waste disposal and management. We have included Kleinfelder on the team to support Phase I ESAs and other hazardous materials assessments and surveys as those needs arise.
Mitigation Planning and Implementation
Panorama and our subconsultant team partners at Kleinfelder have developed mitigation plans for biological resources and led implementation of mitigation plans. Panorama develops a detailed mitigation monitoring and reporting program for every CEQA project and is often contracted to implement mitigation measures during construction. We have developed a cloudbased application to collect data in the field and automatically generate monitoring reports during construction to assist with timely filing of any required mitigation reports in compliance with permit requirements or other project conditions.
Compliance Monitoring
Panorama has developed a web-based real-time mitigation monitoring and reporting system that would expedite and streamline the mitigation monitoring process for the City of Bishop projects. The PanoFACTS system includes photo-documentation of any issues noted in the field, and an email report is instantaneously sent to Panorama and the City of Bishop Project Manager when the field monitor leaves the field so that both Panorama and the City are immediately informed of any issues that are documented in the field along with photo evidence of the issue.
This instant reporting allows Panorama to quickly respond to and resolve any issues that are noted during the mitigation monitoring and compliance process.
The Panorama team has substantial experience preparing detailed Mitigation Monitoring, Compliance, and Reporting Plans (MMCRPs) as well as working with our clients to ensure all pre-construction reporting and compliance measures are addressed prior to construction.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 172 350
CITY OF BISHOP
City of Bishop As-Needed, On-Call Environmental Services 2024 10 Staffing and Subconsultants
Team Expertise and Experience
Panorama has assembled a team of highly qualified environmental planners and technical specialists to support the City of Bishop with CEQA and NEPA compliance. Our objective is to provide all required CEQA and NEPA documentation, mitigation planning (if needed), and technical expertise to support the City from the early phases of a project through implementation. We have focused on building a team of subconsultants who have worked successfully with Panorama in the past, have direct experience in the project area, and have similar work with other agencies across the state.
Panorama’s assigned contract manager is Susanne Heim, and the designated project managers are Rita Wilke and Jessica Koteen. Susanne is a Principal and co-owner of Panorama and has the ability to contract and obligate the company. Susanne also has over 20 years of experience leading CEQA and NEPA document preparation and can provide key strategic advice and support to Panorama clients if needed. Jessica Koteen and Rita Wilke are Senior Managers at Panorama. Jessica brings over 24 years of experience leading CEQA and NEPA documentation for public works projects, and Rita has over 13 years of experience leading CEQA/NEPA services for public works projects. Rita is an expert in implementing Caltrans SER for local assistance program funded projects. Our key staff resumes are included in Appendix A.
Subconsultants
The Panorama business model is based on bringing our clients the right team members and technical specialists for each project. We have specifically selected our subconsultant team partners for the City of Bishop on-call environmental services contract based on their knowledge of the local environmental resources and our past successful experience demonstrating their technical excellence, high quality work, and ability to successfully complete work on time and within budget.
Subconsultants are held to the same contracting standards as Panorama. When Panorama is awarded a contract, we prepare a subcontract for subconsultants that includes a copy of the client’s contract terms and conditions. Subconsultants are required to supply Panorama with a certificate of insurance that meets Panorama’s and the client’s insurance requirements.
Panorama is proposing to use the subconsultants listed below to fulfill specific needs of this contract.
ASM Affiliates
ASM is an SBE-certified cultural resource management firm specializing in archaeological and historical studies for compliance with local, state, and federal environmental requirements.
Since incorporation in 1977, the firm has successfully completed more than 5,000 cultural resource investigations for both private sector clients and public agencies throughout the western and Pacific U.S. With regional offices in Reno, Nevada, and Bakersfield, California, and local staff in Bishop, ASM has the geographic capability to support projects in the City of Bishop regardless of project location, size, or scope. ASM’s team of technical experts possesses the DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 173 351
CITY OF BISHOP
City of Bishop As-Needed, On-Call Environmental Services 2024 11 regulatory and regional expertise needed to assist in the completion of Archaeological and Cultural Resource Studies to support IS/MNDs and EIRs for all types of projects, including, but not limited to, planning, infrastructure, transportation, land development, and pipelines/rights-of-way.
Kleinfelder
As part of the Panorama team, Kleinfelder would be supporting a variety of services including biological resources studies, water quality assessments, and Phase I Environmental Site Assessments. However, due to the extensive list of services, they would be available to provide other environmental services as the needs come up. Kleinfelder staff has extensive experience conducting general and protocol-level surveys for wildlife and botanical resources across California. Kleinfelder has successfully completed several projects near the City of Bishop that include vegetation management and restoration, aquatic ecology (amphibian, fish, benthic macroinvertebrates, water quality), terrestrial ecology (mammals, raptors, rare plants, riparian vegetation, noxious weeds monitoring), and wetlands (jurisdictional delineations and permitting strategies).
Key Staff Qualifications
Our key staff meet and exceed the minimum qualifications identified in the RFQ. Resumes for all key staff are provided in Appendix A. Table 1 includes a summary of the applicable experience of our proposed key staff and technical leads.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 174 352
CITY OF BISHOP
City of Bishop As-Needed, On-Call Environmental Services 2024 12 Table 1 Summary of Key Staff Qualifications
Name title, and
project role
Qualifications/expertise Relevant experience
Susanne Heim
Title: Principal
Role: Director/contract
manager
Years of Experience: 21
Education:
• M.A., Environmental
Policy, University of
Nevada Reno
• B.A., Political Science,
University of California
San Diego
• Principal-in-charge for Panorama’s current on-call contract with Mono County Planning Department to prepare CEQA documentation and supporting technical analyses • Principal-in-charge for Panorama’s current on-call contract with Mono County Public Works Department, including preparation of CEQA and NEPA documents and technical supporting analyses in compliance with Caltrans SER
• Project manager for the Inyo County Walker Road and Carroll Creek Road Bridge Replacement Project IS/MNDs and Caltrans NEPA documentation
Rita Wilke
Title: Senior Manager I
Role: Project manager
Years of Experience: 13
Education:
• B.S., Ecology (cum
laude), San Francisco
State University
• B.A., German (cum
laude), San Francisco
State University
• A.A., Humanities,
Folsom Lake College
• Project Manager for 15 public works projects in the Eastern Sierra, including nine projects funded with FHWA funding.
• Project manager for the Plumas County Spanish Ranch Road Bridge Replacement Project and assisting the County with environmental oversight, which included preparing an expedited CDFW incidental Take Permit application within one week of receiving notice to proceed Jessica Koteen
Title: Senior Manager I
Role: Project manager
Years of Experience: 24
Education:
• M.S., Environmental
Economics (Recreation
and Instream Flows
emphasis), Colorado
State University
• B.S., Environmental
Economics, Colorado
State University
• Project manager for Panorama’s current on-call contract with Mono County Public Works Department, including preparation of CEQA and NEPA documents and technical supporting analyses in compliance with Caltrans SER.
• Project manager for various NEPA compliance documents for the Bishop Paiute Tribe • Project manager for the West Fork Russian Riverbank Stabilization Project, which involves permitting and CEQA/NEPA compliance to support Bank Stabilization of the West Fork Russian River within the Coyote Valley Band of Pomo Indians Reservation.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 175 353
CITY OF BISHOP
City of Bishop As-Needed, On-Call Environmental Services 2024 13 Name title, and
project role
Qualifications/expertise Relevant experience
Rachel Durben
Title: Environmental
Scientist II
Role: Biologist
Years of Experience: 13
Education:
• M.S., Biology, Northern
Arizona University
• B.S., Zoology, Northern
Arizona University
• Deputy Project Manager and Biologist for the LNF’s Dixie Postfire Recovery and Restoration Project, a post-wildfire NEPA compliance project with the Lassen National Forest’s three districts; Environmental Assessment and all supporting documentation in support of the NEPA process • Project management for the development of an EA, various technical reports (including reports for wildlife, botany, archaeological resources, hydrology, and management indicator species), and a biological assessment (BA) in compliance with Section 7 of the ESA for the West Slope Community Protection Project in the Plumas National Forest, California Elizabeth McCullough
Title: Environmental
Analyst II
Role: Certified arborist
Years of Experience: 11
Education:
• B.S., Environmental
Science Technology
and Policy, California
State University
Monterey Bay
Certifications
• ISA Certified Arborist,
WE-13197A
• Cal Fire: Certified
Cultural Resources
Surveyor. Class 168
• Tree inventory and tree protection plan for the College Hill Reservoir Project; inventoried 85 trees and identified over 40 tree species; recorded the species and GPS location of each tree; wrote a tree protection plan that listed protection measures for the trees that had been identified have the potential impacts
• Tree inventory and tree appraisal for trees in the project area for a project that involved excavating a trench to bury transmission lines and improving water resources within the area, within which trees were severely damaged and infected with Magnolia Canker Disease; gave the project team recommendations to revise the project alignment to avoid impacts to the trees as the project originally required digging within the trees’ critical root zone
• Conducted a tree inventory for over 1,000 trees for project that included tree removal within a drainage near the Valley Memorial park for wildfire removal and protection purposes; discovered trees within the project area were infected with heart rot and scale insects and gave recommendations to the client for trimming the trees for fire resiliency as well as mitigating tree diseases and insects Caitlin Gilleran
Title: Senior Project
Manager I
Role: Noise specialist
Years of Experience: 14
Education:
• B.S., Environmental
Management and
Protection, emphasis in
science and city and
regional planning,
California Polytechnic
State University San
Luis Obispo
• Prepared the Walker Creek Road Bridge Replacement Project IS/MND and CE and the Carroll Creek Road Bridge Replacement Project IS/MND and CE (Inyo County, CA). Both projects used Federal Highway Administration (FHWA) funding for the bridge replacement and required CEQA and NEPA documentation
• Project Manager for the June Lake Business Center Development Project Categorical Exemption Checklist (Mono County, CA), which involved demolition of existing structures and construction of two multi-family buildings and two commercial buildings
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 176 354
CITY OF BISHOP
City of Bishop As-Needed, On-Call Environmental Services 2024 14 Name title, and
project role
Qualifications/expertise Relevant experience
Russell Kokx
Title: Environmental
Scientist II
Role: Biologist
Years of Experience: 25
Education:
• B.A., Environmental
Biology California State
University, Fresno
• Inyo County local with over 25 years of professional experience in environmental consulting completing biological assessments, performing botanical and wildlife surveys, mitigation monitoring, and delineations.
Susan Dewar
Title: Senior Project
Manager
Role: Restoration ecologist
Years of Experience: 21
Education:
• Bachelors, Landscape
Architecture, University
of California, Davis,
CA, 2003
• Masters, Ecology,
University of California,
Davis, CA, 2006
Registrations/certifications:
• Registered Landscape
Architect, No. 5640
• Certified Arborist,
No. WE-7374A
• Over 20 years of experience with natural resources permitting and compliance, with a strong background in restoration and mitigation design, ecological surveying and monitoring, environmental permitting, regulatory compliance, and monitoring of restoration projects • Preparation of habitat mitigation and monitoring plans for various permit requirements, Biological Assessments for Federal Endangered Species Act Section 7 consultations, special-status plant salvage plans, and wetland delineations in support of Clean Water Act sections 401 and 404 permits and California Fish and Game Code Section 1600 Lake and Streambed Alteration Agreements.
Joseph Zilles, P.G. (CA)
Title: Senior Project
Manager
Role: Geologist/
hydrogeologist
Years of Experience: 27
Education:
• BA, Geology, California
State University
System: Sacramento,
California, 1998
Registrations/Certifications:
• CA Professional
Geologist No. 7787
(exp 4/30/22)
• Management of hydrogeologic projects throughout the United States and abroad; hydrogeologic evaluations, water supply assessments, pre-construction permitting (local and state); conducting of well pumping tests, aquifer analysis, and water quality investigations. • Project management, personnel management, preparing specifications, well site permitting, construction management, coordination of design implementation, geophysical log interpretation, and report preparation
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 177 355
CITY OF BISHOP
City of Bishop As-Needed, On-Call Environmental Services 2024 15 Name title, and
project role
Qualifications/expertise Relevant experience
Peter Carey, MA, RPA
Title: Sr. Archaeologist III
Role: Archaeologist
Years of Experience: 15
Education:
• M.A., Anthropology,
University of
Nevada, Reno
• B.S., Anthropology,
option: cultural
resource management ,
California State
Polytechnic University,
Pomona
Registration/certifications:
• RPA, 2013 (#17880)
• Meets Secretary of
Interior Professional
Qualification Standard
for Archaeology
• Project manager for the Archaeological Survey for the Airport Road Rehabilitation Project, Mammoth Lakes, Mono County, CA.
• Crew chief for the Cultural Resources Survey in the Bodie Hills, Mono County, CA.; direction of crews in pedestrian survey, identification of cultural resources, and site recordation in the Bodie Hills prior to a fuel reduction project; responsible for preparation of DPR forms for archaeological sites and preparation of technical report
• Field archaeologist for the Cultural Resources Survey in Mammoth Lakes, Mono County, CA; pedestrian survey and site recordation in the Mammoth Lakes and June Lake area in the Inyo National Forest; responsible for the identification and documentation of archaeological resources in the area Shannon Davis, RPH
Title: Architectural Historian
III
Role: Architectural historian
Years of Experience: 26
Education:
• M.A., Historic
Preservation, George
Washington University,
Washington, D.C.
• B.A., American History,
University of Southern
California, Los Angeles
Qualifications:
• Meets Secretary of
Interior Professional
Qualifications Standard
for Architectural
History and History
• Project manager and senior architectural historian for the Bridgeport PUD Arsenic Treatment Project; compilation of an Integrated Cultural Resources Management Plan in collaboration with installation staff; working with Marine Corps to establish cultural resource and preservation goals and objectives and synthesizing previous studies to develop one comprehensive planning document for installation that had not previously had any preservation management plan
• Project manager and senior Architectural Historian for the Verde School Bridge Replacement Project in Imperial County. Shannon managed an Historic Property Survey Report, Historic Resource Evaluation Report, Finding of No Adverse Effect, and Archaeological Survey Report to replace the Bridge in compliance with Caltrans District 11 and the FHWA responsibilities under CEQA, NEPA, and the National Historic Preservation Act
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 178 356
As-Needed Environmental Services Qualifications – Panorama Environmental, Inc.
A
Appendix A: Resumes
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 179 357
717 Market Street, Suite 650 San Francisco, CA 94103 650-373-1200 www.panoramaenv.com
SUSANNE HEIM, PRINCIPAL
Overview of Experience and Expertise
Susanne has 20 years of experience managing preparation of California Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA) compliance documents. Susanne is also skilled in multi-agency coordination and permitting support in compliance with the Endangered Species Act, Clean Water Act, and California Endangered Species Act.
Susanne has specific experience managing CEQA compliance and studies for projects in Inyo County and Mono County, CA. As a Principal at Panorama, she serves as a contract manager and Project Director for several Panorama public works contracts and other similar on-call contracts. Susanne is a co-owner of Panorama Environmental and she provides direction to staff, coordinates with clients and stakeholders, and provides QA/QC for Panorama work products to ensure our high quality of service.
Key Projects
Client: Sonoma County Public Works
Project: Freestone Flat Road Bridge Replacement Project (Sonoma County, CA) Role: Project Director
The project involved replacement of the functionally obsolete Freestone Flat Road bridge in Sonoma County, California. As Project Director, Susanne was responsible for quality assurance/quality control review of the Initial Study/Mitigated Negative Declaration (IS/MND) and technical studies for biological, cultural, and hydrologic resources. Susanne also supported development of the permitting strategy and coordinated with the Project Manager to evaluate options to the project to reduce permit requirements and ensure faster approval of the biological assessment (BA).
EDUCATION
• M.A., Political Science – Environmental Policy,
University of Nevada, Reno
• B.A., Political Science - International Relations,
University of California, San Diego
AWARDS
• Lake Tahoe Environmental Improvement Program
Award - 2009
SPECIALIZED TRAINING
• Wetland Training Institute, Wetland Delineation
Training Program
• Streambank Soil Bioengineering Technical Training
Workshop, Churchill County
• Water Rights, Allocation and Resource Management
• Environmental Concern, Wetland Law
• and Policy
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 180 358
SUSANNE HEIM
2 Client California Public Utilities Commission
Project Ivanpah-Control Transmission Line Rating and Remediation Program (Inyo, Kern, and San Bernardino Counties)
Role: Deputy Project Manager
Susanne is serving as a Deputy Project Manager for preparation of the Environmental Impact Report (EIR) in compliance with CEQA for the 360-mile long Ivanpah-Control Project. The project involves replacement of existing Southern California Edison transmission structures adjacent to SCE’s existing transmission lines, Key issues have included high density of cultural resources near Crater Mountain, impacts on Manzanar historic site, and impacts on Fossil Falls.
Susanne has helped develop a strategy for coordination with BLM on the EIR and EIS as well as provided review of documents for compliance with CEQA and CPUC procedures.
Client Quincy Engineering
Project Walker Road Bridge and Carroll Creek Road Bridge Replacement Projects (Inyo County) Role: Project Manager
Susanne was the Project Manager assisting with preparation of environmental studies and documents in compliance with Caltrans Standard Environmental Reference for replacement of the Walker Creek Road Bridge and Carroll Creek Road Bridge in Inyo County, California. The projects are located within Caltrans District 9 and preparation of environmental documentation included close coordination with Caltrans staff during preparation of environmental studies including the Natural Environment Study and Historic Resources Evaluation Report in addition to coordination with Inyo County for preparation of the Initial Study and Mitigated Negative Declaration for compliance with CEQA.
Client Quincy Engineering
Project Ed Power Road Bicycle Lane (Inyo County)
Role: Project Manager
Susanne was the Project Manager assisting with preparation of environmental studies and documents in compliance with Caltrans Standard Environmental Reference for addition of a bicycle lane on Ed Powers Road in Inyo County, California. The bicycle lane addition included extension of a culvert, which required a Streambed Alteration Agreement (SAA) from California Department of Fish and Wildlife (CDFW). Susanne assisted the County with completing all required studies for Caltrans approval as well as obtaining CDFW approval for the SAA.
Client: San Francisco Public Utilities Commission
Project: As-Needed Sewer System Improvement Program (SSIP) and Hetchy System Improvement Program (HSIP) Environmental Services
Role: Principal
Susanne served as the Principal for Panorama’s task orders under the on-call SFPUC contract under a JV with ICF. As the Principal, Susanne is responsible for ensuring compliance with SFPUC contract requirements including documentation for additional staff or task order modifications as well as authorization of subcontracts with Panorama’s subcontractors under the JV.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 181 359
717 Market Street, Suite 400 San Francisco, CA 94103 650-373-1200 www.panoramaenv.com
RITA WILKE, SENIOR MANAGER I
Overview of Experience and Expertise
Rita joined Panorama in 2012 and has 12 years of experience in the environmental field. Rita is a skilled project manager for projects requiring environmental review under the National Environmental Policy Act (NEPA) and California Environmental Quality Act (CEQA). Rita has managed environmental compliance and conducted impact analyses for a variety of projects including fire and fuels management, electricity and water transmission, energy, transportation, and redevelopment projects.
Rita has a strong understanding of permitting processes and has prepared permit applications for U.S. Army Corps of Engineers (USACE), California Department of Fish and Wildlife (CDFW), and Regional Water Quality Control Boards. Rita has also managed the preparation Biological Assessments to support U.S. Fish and Wildlife Service (USFWS) consultation under Section 7 of the Endangered Species Act. She has experience coordinating with state and federal agencies throughout project definition, preparation of the environmental document, and project construction. Rita manages and conducts compliance monitoring for public works and transmission projects.
Rita is also trained to conduct noise monitoring and data collection. She collaborated with noise technical experts to prepare an updated version of the Federal Highway Administration’s Roadway Construction Noise Model (RCNM). The updated model is based on over 50 hours of data collection and is tailored to water pipeline construction projects. Although the updated model is based on water pipeline construction noise, some of the key findings from the noise monitoring efforts translate broadly to a variety of projects. Rita applies these findings to her analysis when considering impacts of a project.
EDUCATION
• B.S., Ecology, San Francisco State University
(cum laude)
• B.A., German, San Francisco State University
(cum laude)
• A.A., Humanities, Los Rios Community College
SPECIALIZED TRAINING
• Advanced CEQA Workshop, Association of
Environmental Professionals (AEP)
• Basic CEQA and NEPA Workshops, AEP
• Restoration Ecology Field Course, San
Francisco State University, Spring 2009
• Wetland Delineation Training Program. 40-
Hour, fulfilling U.S. Army Corps of Engineers
Wetland Delineation Training Requirements,
April 2019
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 182 360
RITA WILKE
2 Key Projects
Client Inyo County Department of Public Works
Project Walker Creek Road Bridge Replacement Project (Inyo County, CA) Role Project Manager
The project involves the construction of a new bridge over the Los Angeles Department of Water and Power’s (LADWP) Los Angeles Aqueduct and taking the existing bridge out of service. The approach road to the bridge would be realigned. The project uses Federal Highway Administration funding for the bridge replacement and requires CEQA and NEPA documents.
Caltrans (delegated by FHWA) is the NEPA lead agency. Rita is managing the environmental studies and reports that will be used to support the NEPA and CEQA document. She is also managing agency coordination. Rita worked with the County and engineering team to define the project and prepare the Initial Study/Mitigated Negative Declaration under CEQA. The project is within known desert tortoise habitat and cultural resource sensitivity in the area is high. Rita managed the preparation of the IS/MND and all environmental studies. Rita also managed the preparation of a Biological Opinion to support consultation with USFWS. Rita conducted consultation with CDFW and managed the preparation of the application for Incidental Take Permit (desert tortoise and Mohave ground squirrel) from CDFW.
Client Inyo County Department of Public Works
Project Carroll Creek Road Bridge Replacement Project (Inyo County, CA) Role Project Manager
The project involves installation of a new bridge over the LADWP’s Los Angeles Aqueduct and taking the existing bridge out of service. A portion of the approach road would be realigned.
The project is funded by the Federal Highway Administration and requires environmental studies to be conducted in coordination with Caltrans, the NEPA lead agency. The project also involves acquiring right-of-way from BLM for the realigned bridge approach roadway. Rita worked with the County and engineering team to define the project and prepare an IS/MND under CEQA. Rita also prepared environmental studies using Caltrans Standard Environmental Reference to support a NEPA Categorical Exclusion.
Client Inyo County Department of Public Works
Project Upper Trona Wildrose Road Scour Repair Project (Inyo County, CA) Role Project Manager
Rita worked with the County and engineering team to define impacts of severe desert storms on Trona Wildrose Road, north of Panamint Valley Road, which occurred in July 2013. The project is funded by the California Office of Emergency Services and therefore involves strict adherence to funding requirements. This portion of Trona Wildrose Road crosses Death Valley National Park and BLM land. Rita coordinated environmental review, project approval, and construction schedules with NPS and BLM. A challenging aspect of this project was identifying environmental review procedures of each federal agency and preparing a single environmental document that addressed the concerns of all parties. Rita managed biological and cultural subcontractors who conducted pedestrian surveys and prepared report findings. Rita managed the preparation of permit applications to CDFW and the Regional Water Quality Control Board.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 183 361
RITA WILKE
3 Permits were deemed complete upon first draft thereby expediting the process of receiving permits. The project was successfully constructed in the summer of 2017.
Client Inyo County Department of Public Works
Project Trona Wildrose Road (South of Panamint Valley Road) Emergency Opening and Permanent Restoration Project (Inyo County, CA)
Role Environmental Scientist/Project Manager
The project involves the emergency reopening and permanent restoration of Trona Wildrose Road south of the intersection with Panamint Valley Road. As an Environmental Scientist, Rita worked with the project manager and engineering team to define impacts of severe desert storms on Trona Wildrose Road, which occurred in July 2013. Rita mapped the ephemeral waterways within the project area using aerial imagery and data from biological surveys. Rita drafted the permit notification package for a Streambed Alteration Agreement from CDFW. Rita is the Project Manager for construction support and is managing biological studies and mitigation monitoring to ensure permit compliance throughout road paving and revegetation activities. Support activities include agency and meeting coordination, revegetation plan definition, and consensus building between all parties involved. The project’s revegetation phase requires coordination with Inyo County, BLM, and Caltrans.
Client Inyo County Department of Public Works
Project Inyo County Emergency Road Reopenings (Inyo County, CA) Role Environmental Scientist
Rita worked with the Panorama team project manager to define the project by identifying impacts of the July 2013 desert storms on eight affected Inyo County roads. Impact areas along eight desert roads were mapped using Google Earth imagery. Rita and another staff member prepared permit applications for California Department of Fish and Wildlife and Lahontan Water Quality Control Board. Rita also prepared Caltrans Preliminary Environmental Study (PES) forms for four impacted roads.
Client County of Inyo
Project Lone Pine Roadway Rehabilitation and Bike Lane Project (Inyo County, CA) Role Project Manager
The Inyo County Public Works Department proposes roadway and pedestrian improvements to 12 streets in the town of Lone Pine, California. Improvements include resurfacing of roadways, adding bike lanes, and installing ADA-compliant pedestrian facilities. Rita prepared the Preliminary Environmental Analysis Report (PEAR) following Caltrans format. The PEAR supports the project’s Project Study Report, which is used to initiate a project and identify funding allocations. Rita managed biological surveys to identify potential biological impacts of project construction and prepared a preliminary environmental budget to secure adequate funding. The project was on a fast-track schedule and all work needed to be completed in 1 month.
Client County of Inyo
Project Sunland Drive Culvert Extension Project (Inyo County, CA) Role Project Manager
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 184 362
RITA WILKE
4 The County had recently widened Sunland Drive to include bike lanes but the new road width was too wide for the existing culvert and edges of the road were in danger of sloughing into the waterway. Rita assisted the County in obtaining a 401 and Waste Discharge Requirements Certification from the Lahontan Regional Water Quality Control Board for a culvert that needed to be extended. Rita consulted with Water Board staff and drafted the permit application. The permit was received within 60 days of Panorama receiving notice to proceed.
Client Plumas County Department of Public Works
Project Spanish Ranch Road Bridge Construction Oversight (Plumas County, CA) Role Project Manager
The project involves replacing Spanish Ranch Road Bridge, a single-span one-lane bridge over Spanish Creek, with a new, double-span two-lane bridge in the same alignment. The purpose of the project is to improve public safety, address the structurally deficient bridge, and increase creek capacity under the bridge during high-flow events. Rita provided environmental compliance oversight for construction of the bridge. Rita negotiated a 1600 permit amendment to modify the permitted construction detour and managed preparation of an Incidental Take Permit application in one week of observing foothill yellow-legged frog and Sierra Nevada yellow-legged frog during pre-construction surveys. The Incidental Take Permit application was received within 2 months of observing the frogs on site.
Client City of Calexico
Project New River Improvement Project – Calexico Reach Regulatory Compliance (Calexico, CA) Role Project Manager
Panorama assisted the City of Calexico with obtaining permits from regulatory agencies (CDFW, USACE, Colorado River Basin Regional Water Quality Control Board) for the New River Improvement Project in the City of Calexico. The project involves construction of a trash screen and underground bypass pipeline to remove trash and divert polluted water arriving from Mexico away from residents and future recreational areas within Calexico. The project also includes construction of an underground force main to pump treated wastewater from an existing wastewater treatment plant to discharge at the same location that the polluted water is removed from the channel. The polluted water would be discharged back into the New River channel near the city limit, away from residents and recreational areas. Rita collaborated with City staff to develop a permitting strategy to meet the aggressive construction timeline that is driven by funding from the California Department of Water Resources. Rita managed agency consultation, preparation of permit applications, a wetland delineation update, and completion of protocol burrowing owl surveys. Rita also managed preparation of a draft NEPA Environmental Assessment for USACE evaluation of the project for a 404 Standard Individual Permit. All permits were received within 5 months of submitting permit applications.
Client Alpine County Community Development Department
Project Dixon Mine Road Bridge Replacement Project (Alpine County, CA) Role Project Manager
The project involves demolition of an existing bridge on Dixon Mine Road and construction of a new bridge in the same location. Rita provided permit compliance and environmental support DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 185 363
RITA WILKE
5 during construction of the project. Rita obtained permit amendments from CDFW, USACE, and the Water Board for a change in project construction procedures that was required due to extremely high water levels in Wolf Creek as a result of a very wet 2018/19 winter. Permits were amended within 4 weeks of receiving a contract and the bridge was constructed in one construction season, despite a delayed start date (late July 2019).
Client Alpine County Community Development Department
Project Hot Springs Road Bridge Replacement Project (Alpine County, CA) Role Project Manager
The project involves demolition of an existing bridge on Hot Springs Road between the town of Markleeville and Grover Hot Springs State Park. Rita is providing construction compliance support to oversee the implementation of mitigation measures and permit conditions. The bridge will be constructed over two seasons in 2022 and 2023.
Client: Alpine County Community Development Department
Project: Wildfire Hazard Risk Mitigation Plan and IS/MND (Alpine County, CA) Role: Project Manager
Alpine County received grant funding from CALFIRE to develop a Wildfire Hazard Risk Mitigation Plan. Rita managed subconsultant data collection, fire modeling, and identification of high value resource assets, as well as coordination with the Alpine County Steering Committee during development of the Plan. Rita collaborated with the Steering Committee and subconsultants during preparation of the county-wide Wildfire Risk Mitigation Plan (WRMP), which identified a total of 12 project treatment areas, including three priority projects. Rita coordinated with County staff to develop and implement an outreach program and managed the preparation of a public outreach strategy and meeting materials, including agenda, presentation, posters, and handouts. Rita also managed preparation of an Initial Study/Mitigated Negative Declaration for the WRMP. She conducted tribal consultation and coordinated with technical expert subconsultants to complete biological and cultural resource reviews of the priority project areas. Additionally, Rita prepared a work plan that identified tasks and responsible parties that would be necessary to reach project implementation for three high-priority projects and nine lower priority projects. The WRMP and IS/MND received praise from and were adopted unanimously by the County Board of Supervisors in mid-February 2021. The WRMP was recognized with a merit award from the Association of Environmental Professionals in 2021.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 186 364
717 Market Street, Suite 400 San Francisco, CA 94103 650-373-1200 www.panoramaenv.com
JESSICA KOTEEN, SENIOR MANAGER I
Overview of Experience and Expertise
Jessica Koteen has over 24 years of experience as an
environmental compliance and regulatory permitting specialist.
She has worked with both the private and public sectors on a wide range of projects, including recreation and community master planning, new school construction, wind energy
development, and park and trail development. As a project manager, her skills span the California Environmental Quality Act (CEQA), the Montana Environmental Policy Act (MEPA), and the National Environmental Policy Act (NEPA) compliance, interagency coordination, regulatory permitting, and the facilitation of community outreach efforts. Jessica has been working with numerous federally recognized tribes throughout California to manage the NEPA components for a variety of projects on their Reservations, including multiple projects for the Bishop Paiute Tribe in Bishop, CA. She has also assisted in the development of Forest Service Environmental Assessments and Management Plans throughout Montana and Idaho, including assisting the Flathead National Forest with preparation of their Comprehensive River Management Plan, consistent with the statutory direction of the Wild and Scenic Rivers Act of 1968 (Public Law 90-542), that protects and enhances the free flowing conditions, water quality and outstandingly remarkable values (ORV) of the designated Wild and Scenic segments of Flathead River. In addition, she also recently completed the Comprehensive River Recreation Management Plan for the Helena Lewis and Clark National Forest (HLC) Gates of the Mountains Recreation Area and surrounding Missouri River Corridor. The Plan will guide future management decisions and actions within the framework of existing public policy and resource plans.
EDUCATION
• MS, Environmental Economics (Recreation and Instream Flows emphasis), Colorado State University • BS, Environmental Economics, Colorado State University DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 187 365
JESSICA KOTEEN
2 Key Projects
Planning Experience
Client: Bishop Paiute Development Corporation
Project: Bishop Paiute Healthcare Facility, Bishop, Inyo County, California.
Role: Project Manager
This project involved the construction of a new 55,000-square-foot healthcare facility located on the Bishop Paiute Reservation. Jessica managed the Environmental Assessment, prepared in accordance with the Tribal Environmental Policy Ordinance No. 98-20 and the guidelines contained in the BIA NEPA Guidebook. In addition, the project involved financial assistance from the U.S. Department of Agriculture (USDA) Rural Utilities Services (RUS), which thereby made it a federal action subject to the review under NEPA, NHPA, and all applicable federal environmental laws and regulations. Jessica ensured that the Environmental Assessment (EA) was prepared in accordance with Code 7 of the Federal Regulations (CFR) Part 174, RUS’ Environmental Policies and Procedures, and 40 CFR Parts 1500-1508, the regulations promulgated by the Council on Environmental Quality for implementing NEPA.
Client: Bishop Paiute Development Corporation
Project: Bishop Paiute West Line Street Retail Project EA, Inyo County, California.
Role: Project Manager
Jessica prepared an Environmental Assessment to support the construction and operation of a proposed new gas station, convenience store and retail space to be located on the Bishop Paiute Reservation. The EA was prepared in accordance with the Tribal Environmental Policy Ordinance Number (No.) 98-20 (TEPO) and the guidelines contained in the Bureau of Indian Affairs (BIA) National Environmental Policy Act (NEPA) Guidebook (59 IAM 3-H), August 2012. The guidelines are consistent with NEPA implementing regulations (40 Code of Federal Regulations [CFR] 1500–1508). In addition, the Tribe received financing assistance from the U.S.
Economic Development Administration (EDA) Grants Program for the proposed action, which thereby makes it a federal action subject to the review under NEPA, the National Historic Preservation Act (NHPA), and all applicable federal environmental laws and regulations. This EA was prepared in accordance with Code 7 of the Federal Regulations (CFR) Part 174, EDA’s Environmental Policies and Procedures, and 40 CFR Parts 1500–1508, the regulations promulgated by the Council on Environmental Quality for implementing NEPA. The EA also addressed other laws, regulations executive orders, and guidelines promulgated to protect and enhance environmental quality including, but not limited to, the Endangered Species Act, the Farmland Protection Policy Act, the Clean Water Act, and executive orders governing floodplain management, protection of wetlands, and environmental justice.
Client: Bishop Paiute Development Corporation
Project: Bishop Paiute Hotel and Casino Expansion, Inyo County.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 188 366
JESSICA KOTEEN
3 Role: Project Manager
This project involved the construction of a new hotel and the expansion of the existing Paiute Palace Casino located on the Bishop Paiute Reservation, within the City of Bishop. Jessica recently completed environmental compliance documentation, which consisted of a CEQA Tribal Environmental Assessment, consistent with the requirements of the State of California Tribal Compact for the development of Gaming Facilities. In addition, Jessica also ensured compliance in accordance with the Tribal Environmental Policy Ordinance No. 98-20 and the guidelines contained in the Bureau of Indian Affairs NEPA Guidebook.
Client: Coyote Valley Band of Pomo Indians
Project: West Fork Russian Riverbank Stabilization Project Role: Project Manager
Jessica assisted the Coyote Valley Band of Pomo Indians with permitting and CEQA/NEPA compliance to support Bank Stabilization of the West Fork Russian River within the Reservation. The environmental compliance document, which was a joint CEQA/NEPA document, Initial Study/Environmental Assessment (IS/EA), has been prepared for the U.S.
Bureau of Indian Affairs (BIA), the United States Environmental Protection Agency (EPA) and the California Department of Fish and Wildlife (CDFW). The Tribe has requested financing assistance from the Water Resources Funding from the BIA, CWA 319 Grant through the EPA, and Tribal Technical Assistance through the Bureau of Reclamation (BOR), which thereby makes it a federal action subject to the review under NEPA, the National Historic Preservation Act (NHPA), and all applicable federal environmental laws and regulations. In addition, a portion of the project is located on non-Reservation land and therefore, compliance with CEQA was required. Jessica is currently assisting the Tribe with ensuring various permit requirements are met during construction.
Client: Coyote Valley Band of Pomo Indians
Project: Wastewater Treatment Facility – Environmental Assessment Role: Project Manager
This project involved the construction of a new wastewater treatment facility located on the Coyote Valley Band of Pomo Reservation. Jessica recently completed the EA, prepared in accordance with the guidelines contained in the Bureau of Indian Affairs NEPA Guidebook. In addition, the project involved financial assistance from the U.S. Department of Housing and Urban Development (HUD), which thereby made it a federal action subject to the review under NEPA, NHPA, and all applicable federal environmental laws and regulations. Jessica ensured that the EA was prepared in accordance with Code 7 of the Federal Regulations (CFR) Part 174, 40 CFR Parts 1500-1508, the regulations promulgated by the Council on Environmental Quality for implementing NEPA.
Client: Karuk Tribe
Project: New Medical/Dental Clinic and Transfer of Land from Fee to Trust, Happy Valley, CA.
Role: Project Manager
The proposed project included the transfer of approximately 5.87 acres from fee to trust, and the construction of an approximately 10,000 square foot clinic new medical and dental clinic. Jessica DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 189 367
JESSICA KOTEEN
4 managed and prepared NEPA compliance documents, prepared in accordance with the guidelines contained in the Bureau of Indian Affairs NEPA Guidebook. In addition, the project involved financial assistance from the U.S. Department of Housing and Urban Development (HUD), which thereby makes it a federal action subject to the review under NEPA, NHPA, and all applicable federal environmental laws and regulations.
Client: Pit River Health Services
Project: New Health Care Clinic (Shasta County, CA)
Role: Project Manager
Jessica is the Project Manager for the preparation of an Environmental Assessment pursuant to the NEPA requirements for the USDA Rural Development grant process. The Pit River Health Services is applying for grant funds for the development of a new Health Care Facility to be constructed adjacent to the current facility, to provide additional services that are currently being referred out of the area.
Client: Robinson Rancheria of Pomo Indians
Project: Fee-to-Trust Application Materials
Role: Project Manager
Jessica recently assisted the Robinson Rancheria of Pomo Indians with fee-to-trust application materials, including a Phase I Environmental Site Assessment and Environmental Report, summarizing the results of preliminary environmental analysis of the transfer of land from feeto-trust status.
Client: Chicken Ranch Rancheria of Me-Wuk Indians
Project: New Hotel and Casino Project – Tribal Environmental Impact Report Role: Project Manager
Jessica recently completed the Tribal Environmental Impact Report (EIR) to support the Chicken Ranch Rancheria’s new hotel and casino project on the Chicken Ranch Reservation in Tuolumne County, California. The Tribal EIR is being prepared consistent with Section 10.8 of the Tribal-State Class III Gaming Compact between the Tribe and the State of California (Compact), as well as the Chicken Ranch’s Tribal Environmental Policy Ordinance. The Tribal EIR is analyzing the potential for off-reservation environmental impacts to occur because of construction and operation of the project. In addition, Jessica secured all applicable environmental permits through the United States Army Corp of Engineers and the United States Environmental Protection Agency.
Client: Quincy Engineering
Project: Forrester Road over Westside Main Canal Bridge Replacement Project (Imperial County, CA) Role: Project Manager
Jessica is the Project Manager for the preparation of NEPA and CEQA compliance documents for a bridge replacement in Imperial County. Jessica is managing the preparation of a Categorical Exclusion pursuant to NEPA as well as numerous Caltrans studies and permit applications. In addition, Jessica is managing the IS/MND on behalf of Imperial County.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 190 368
JESSICA KOTEEN
5 Client: Stockton Street Properties, Inc.
Project: 2 Stockton Street (San Francisco, CA)
Role: Project Manager
Jessica was the Project Manager for the preparation of a Categorical Exemption for the addition of two office floor levels and a smaller penthouse office level, including an outdoor terrace, on top of an existing four-story building.
Client: California Public Utility Commission
Project: Gorman – Kern Transmission Line Rating and Remediation Project (Kern and Los Angeles County, CA) Role: Project Manager
Jessica is the Project Manager for the preparation of the Mitigated Negative Declaration (MND) for the Gorman-Kern TLRR Project. The project involves replacing poles and conductor along a 65-mile-long section of 66-kV transmission lines and modifying substations in Kern and Los Angeles County. Jessica is managing the application review process, facilitated AB 52 coordination, conducted agency and stakeholder outreach, and managing the preparation of an MND pursuant to CEQA.
Client: California Public Utility Commission
Project: El Dorado-Pisgah-Lugo (EPL) Transmission Line Rating and Remediation Project (San Bernardino County, CA)
Role: Project Manager
Jessica is the Project Manager for the preparation of the Mitigated Negative Declaration (MND) for the EPL TLRR Project. The project involves installation of interset poles and reconductoring along a 200-mile-long section of 66-kV transmission lines and modifying substations in San Bernardino County. Jessica is managing the application review process, facilitated AB 52 coordination, conducted agency and stakeholder outreach, and managing the preparation of an MND pursuant to CEQA.
Client: Southern California Gas Company
Project: Pipeline Safety Enhancement Plan (PSEP) Project Role: Program Manager
For the Southern California Gas Company, Jessica served as program manager for a team of construction monitors and was responsible for environmental compliance during construction at project sites throughout San Luis Obispo and Santa Barbara counties, the San Joaquin Valley, and Southern California. Additionally, she supported preconstruction planning, managed preconstruction field assessments, and analyzed biological constraints as part of detailed environmental reviews for various project activities including pipeline replacement, hydrostatic testing, and pipeline inspections.
United States Forest Service NEPA/Planning Experience
Client: USFS
Project: Flathead River Comprehensive River Management Plan, Flathead County, Montana.
Role: Regulatory Specialist
Jessica assisted the Flathead National Forest (FNF) with preparation of their Comprehensive DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 191 369
JESSICA KOTEEN
6 River Management Plan, consistent with the statutory direction of the Wild and Scenic Rivers Act of 1968 (Public Law 90-542), that protects and enhances the free flowing conditions, water quality and outstandingly remarkable values (ORV) of the designated Wild and Scenic segments of Flathead River. This management plan includes the North Fork, Middle Fork and South Fork of the Flathead River. Jessica assisted with the Recreation Analysis as it relates to the Comprehensive River Management Plan (CRMP) for the Flathead Wild and Scenic River (WSR).
The work deliverables included NEPA services to produce a draft and final CRMP, with an associated Environmental Assessment (EA). The CRMP is expected to be land management planning amendment to the Flathead Forest Plan, and corresponding Glacier National Park General Management Plan.
Client: USFS
Project: Gates of the Mountains and Missouri River Corridor Comprehensive River Recreation Management Plan, Lewis and Clark County, Montana.
Role: Regulatory Specialist
Jessica assisted the Helena Lewis and Clark National Forest (HLC) with preparation of their Comprehensive River Recreation Management Plan (CRRMP). The HLC in cooperation with the Bureau of Land Management (BLM) developed a CRRMP for the Gates of the Mountains Recreation Area and surrounding Missouri River Corridor. This plan will guide future management decisions and actions within the framework of existing public policy and resource plans. As one of the primary purposes, recreation is a key management consideration at the Gates of the Mountains river corridor. The work deliverables included a draft and final CRRMP, along with plans for future development.
Client: Whitebark Institute of Interdisciplinary Environmental Sciences Project: Inyo National Forest Eastern Sierra Climate and Communities Resiliency Project EA Role: NEPA Specialist
Jessica is currently providing National Environmental Policy Act Services for this project, which includes approximately 10,000 acres of fuel treatments for community protection and forest resiliency in the Inyo National Forest, around the Town of Mammoth Lakes. She is working with Whitebark and has reviewed and provided input into the Proposed Action, scoping process, peer review of environmental documents and providing guidance to the team on the NEPA process.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 192 370
717 Market Street, Suite 400 San Francisco, CA 94103 650-373-1200 www.panoramaenv.com
RACHEL DURBEN, ENVIRONMENTAL SCIENTIST II/SENIOR
BIOLOGIST
Overview of Experience and Expertise
Rachel is a biologist and environmental planner with over 13 years of experience in interdisciplinary natural resources management and a background in ecology and watershed sciences. Rachel’s experience includes project management for National Environmental Policy Act (NEPA) Environmental Assessments (EAs) and Categorical Exclusions (CEs). She has also served as a specialist for California Environmental Quality Act (CEQA) Mitigated Negative Declaration projects. Rachel has worked with a variety of federal, state and regional agencies, including US Forest Service (USFS), National Park Service (NPS), CA State Parks, CA Department of Fish and Wildlife (CDFW), CA Regional Water Quality Control Boards (RWQCB), and non-profit 501(c)(3) organizations throughout California and Nevada. conducting environmental analyses pursuant to California Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA). Rachel has coordinated and managed numerous watershed restoration projects throughout the Sierra Nevada, from project planning and fundraising through crew supervision, project implementation, data management and reporting. She conducts fieldwork and desktop analyses, manages projects, and acts as the point person for coordination between technical personnel, clients, project managers and other staff.
EDUCATION
• MS, Biology, Northern Arizona University
• BS, Zoology, Northern Arizona University
Key Projects
Planning Experience
Client: Lassen National Forest
Project: Dixie Postfire Recovery and Restoration Project, Sierra Nevada, California.
Role: Deputy Project Manager and Biologist
Rachel is the Deputy Project Manager and Biologist for the LNF’s Dixie Postfire Recovery and Restoration Project, a post-wildfire NEPA compliance project with the Lassen National Forest’s DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 193 371
RACHEL DURBEN
2 three districts. Rachel coordinates with the LNF’s resource specialists to compile and review technical studies and specialist reports, collaborates with the LNF for tribal and public scoping efforts, supports schedule and milestone tracking, and facilitates communication between agency staff, subcontractors, nonprofit partners, and Panorama staff members. Rachel is helping to prepare an Environmental Assessment and all supporting documentation in support of the NEPA process.
Client: Marin Wildfire Prevention Authority
Project: Greater Ross Valley and Greater Novato Shaded Fuel Breaks, Marin County, California.
Role: Grant Support Specialist
Rachel is the Grant Support Specialist for the Marin Wildfire Prevention Authority’s (MWPA) shaded fuel break projects across Ross Valley and Novato. Rachel coordinates with the grants team at CALFIRE and the MWPA staff to identify and track project deliverables and expenditures, update and communicate project goals and challenges, and facilitate dialogue and collaboration among project partners and stakeholders. Rachel also works with the MWPA to ensure project implementation is on time and accurately reported, with clear and timely communication from subcontractors and field staff. In addition to grant oversight, Rachel also conducts desktop biological analyses for fuel reduction projects with the MWPA and partner agencies throughout Marin County.
Client: Plumas National Forest
Project: Community Protection Project, West Slope Communities, Sierra Nevada, CA Role: Project Manager
Rachel served as project manager for the development of an EA, various technical reports (including reports for Wildlife, Botany, Archaeological Resources, Hydrology, and Management Indicator Species), and a biological assessment (BA) in compliance with Section 7 of the ESA for the West Slope Community Protection Project in the Plumas National Forest, California. Rachel managed project schedules, budget and deliverables, coordinated meetings, and served as the point of contact for agency staff, specialists and project partners.
Client: Santa Clara Water District (Valley Water)
Project: Wildfire Risk Assessment, Santa Clara County, CA Role: Deputy Project Manager
Rachel is the Deputy Project Manager for Valley Water’s Wildfire Risk Assessment project, which involves analyzing, prioritizing, and coordinating High Value Resource Assets (HVRAs) on Valley Water properties. Rachel collaborates with Valley Water staff and subcontractors to evaluate data gaps, acquire detailed HVRA information, coordinate workshops and meetings, and prepare technical memoranda and reports. The final risk assessment will allow Valley Water to identify and prioritize wildfire treatment areas and approaches, prepare for environmental permitting and compliance requirements, and communicate with stakeholders regarding wildfire risks and mitigations.
Client: California Public Utility Commission
Project: El Dorado-Pisgah-Lugo (EPL) Transmission Line Rating and Remediation Project (San Bernardino County, CA)
Role: Biologist
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 194 372
RACHEL DURBEN
3 Rachel is the Biologist, for the preparation of the Mitigated Negative Declaration (MND) for the EPL TLRR Project. The project involves installation of interset poles and reconductoring along a 200-mile-long section of 66-kV transmission lines and modifying substations in San Bernardino County. Rachel is the author of sections for biological resources, hydrology, and geology and soils, for the preparation of an MND pursuant to CEQA.
Client: Lassen National Forest
Project: Logan Springs Meadow Restoration, Sierra Nevada, CA Role: Project Manager
Rachel served as project manager for the development of specialist reports and NEPA documentation for the Logan Springs Meadow Restoration Project, in partnership with the Great Basin Institute. Rachel managed project schedules, budget and deliverables, coordinated meetings, reviewed specialist reports and served as point of contact for agency staff, specialists and project partners. Rachel’s leadership and communication ensured successful completion of a Decision Notice for a Categorical Exclusion for NEPA, which allowed restoration work to begin in 2023.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 195 373
717 Market Street, Suite 400 San Francisco, CA 94103 650-373-1200 www.panoramaenv.com
RUSSELL KOKX, ENVIRONMENTAL SCIENTIST II/BIOLOGIST
Overview of Experience and Expertise
Russell has over 25 years of professional experience in environmental consulting. He has accumulated a broad base of experience in conducting wildlife, botanical surveys, wetland delineations, and construction monitoring. With the recent increase in renewable energy sources development, Russell has been implementing numerous protocol level avian point count surveys, desert tortoise, and rare plant surveys in the desert and central valley environments. These surveys include supplemental golden eagle, spotted owl, and Swainson’s hawk nest surveys.
EDUCATION
• B.A., Environmental Biology, California State University-Fresno
SPECIALIZED TRAINING
• Wetland Delineations, Wetland Training Institute
• Identification of Bryophytes, Humboldt State University • Identification of Higher Fungi, San Francisco State University
AREAS OF EXPERTISE
• Avian Surveys
• Biological Compliance
• Endangered Species Surveys
• Botanical Surveys
• Wildlife Surveys
• Wetland Delineations
• Construction Monitoring
• Restoration
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 196 374
RUSSELL KOXK
2 Key Projects
Wildlife Surveys and Monitoring
Client: Epsilon Solution Systems Inc.
Project: Inyo National Forest Pole Replacement Projects (Inyo, Mono, Kern and San Bernardino Counties) Role: Biologist
Russell conducted Desert Tortoise surveys for China Lake Naval Air Weapons Station, provided nesting bird/biological surveys and monitoring for Southern California Edison’s deteriorated pole replacement and upgrades on the Inyo National forest pole replacement projects.
Client: Phoenix Biological Consulting
Project: Barren Ridge Renewable Transmission Project (Kern and Los Angeles counties, CA) Role: Agency Designated Biologist
Russell performed desert tortoise surveys and monitoring as a California State department of Fish and Wildlife approved designated tortoise biologist. Conducted protocol level spotted owl, and Swainson’s hawk surveys for the Los Angeles Department of Water and Power’s Barren Ridge Renewable Transmission Project in the Western Mojave and Angeles National Forest.
Client: Ironwood Consulting/Corvus
Project: Desert Sunlight/Quartzsite/Abengoa Projects (Riverside and San Bernardino counties, CA) Role: Biologist
Russell conducted desert tortoise surveys, burrowing owl surveys, avian point counts, nesting bird and golden eagle surveys. Mitigation Banking habitat, rare species surveys and assessments were conducted with an emphasis on desert tortoise, bighorn sheep, burrow deer, and American badger.
Client: Keene Biological Consulting
Project: SCE Operations and Maintenance (Inyo, Mono, Los Angeles, and Kern counties, CA) Role: Biologist
Russell provide ongoing consulting services to Southern California Edison for their deteriorated pole replacement and Operation & Maintenance program. He conducted biological surveys and monitoring for listed species including: desert tortoise, burrowing owl, nesting birds and all special status plant and wildlife species associated with Inyo, Mono, Los Angeles, and Kern, Counties project areas.
Client: McCormick Biological Consulting
Project: Panoche Valley Solar (Kings and Fresno counties, CA) Role: Biologist
Russell carried out various survey for Kern, Kings, and Fresno Counties and Panoche Valley Solar which include: blunt-nosed leopard lizard, rare plants, golden eagle, and giant kangaroo rat surveys.
Client: Clark Biological Consulting
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 197 375
RUSSELL KOXK
3 Project: Mormon Mesa, Ivanpah Solar, Soda Mountain Solar, and Abengoa Solar Projects (San Bernardino County, CA)
Role: Biologist
Russell managed plant surveys for solar projects such as Mormon Mesa, Ivanpah Solar, Soda and Mountain Solar. He conducted avian point counts and construction compliance for the Abengoa Solar project.
Client: Ecorp Inc.
Project: Southern California Edison Tehachapi Renewable Transmission Projects (Kern and San Bernardino counties, CA)
Role: Biology Consultant
Russell conducted Swainson’s hawk surveys and nest monitoring along the project segments 1, 2, 3A/B, 4, 5, 6, 9 10 and 11. He also performed Desert tortoise, nesting bird surveys, plant restoration surveys, nesting bird surveys and biological monitoring for SCE transmission lines.
Client: Kiva Biological Consulting
Project: Fort Irwin Expansion (San Bernardino County, CA) Role: Biologist
Russell surveyed for Desert tortoise, mapped tortoise burrows sign, classified remains and affixed transmitters to tortoise for the proposed Fort Irwin expansion. He established study plots using GPS, marked and recaptured Desert Tortoise on various sites to determine population densities. Russell also quantified Desert tortoise foraging vegetation samples. He assisted with radio telemetry surveys for Desert Tortoise and conducted vegetation sampling for a proposed low level radioactive deposit site.
Client: C.S. Ecological Surveys and Assessments/Panorama Environmental Inc.
Project: Inyo County Projects/Roads and Bridges (Inyo County, CA) Role: Biology Consultant
Russell performed rare plant surveys, desert tortoise surveys, and special status wildlife assessments.
Client: Tetra Tech
Project: Granite Mountain Wind/ Western Wind Energy Corporation (San Bernardino County, CA) Role: Biologist
Russell provided avian Point counts, raptor migration surveys, golden eagle, surveys and golden eagle nest monitoring for a proposed wind generating projects in California and Arizona.
Client: Boerboom Natural Resource Services
Project: Conoco Phillips (San Luis Obispo County, CA)
Role: Biologist
Russell conducted surveys for Red-legged Frogs according to 2004 protocol, surveyed and mapped listed wildlife and Botanical species occurring in San Luis Obispo County. He monitored steelhead trout populations during construction at Cuesta Creek and administered environmental training to construction crews. Russell also conducted biological assessments for private developments San Luis Obispo County.
Client: Chambers Group
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 198 376
RUSSELL KOXK
4 Project: Southern California Gas (Los Angeles County, CA) Role: Wildlife Consultant
Russell assisted in wildlife/botanical surveys for listed species (including nesting bird surveys) on Tejon Ranch for a proposed natural gas pipeline.
Project: PG&E Generating La Paloma (Los Angeles County, CA) Role: Designated Biologist CWESA/Toyon Environmental Consulting As the agency-approved biologist, Russell implemented and performed all initial and ongoing surveys for listed species including blunt-nosed leopard lizards, San Joaquin kit fox, Tipton and giant kangaroo rats. He enforced Biological Resources Mitigation Implementation and Monitoring Plan (BRMIMP) mitigation measures, environmental awareness training, translocation of small mammals and sensitive species, hired and trained biology field staff, and coordinated with all on site contractors.
Client: Bill Van Herwig Biological Consulting
Project: Southern California Edison 230 kV transmission Line Project (Kern and Los Angeles counties, CA) Role: Botanist
Russell performed habitat assessment and surveys for target plants species for a proposed transmission line for Southern California Edison.
Client: Utah Department of Natural Resources
Project: Osprey Banding Project (Daggett County, UT)
Role: Wildlife Biologist
Located, weighed, estimated ages and banded osprey chicks via Technical climbing for an on going study, flaming Gorge Utah.
Client: Woodward Clyde
Project: Santa Fe Pipeline (Kern and Los Angeles counties, CA) Role: Biologist
Russell conducted surveys for listed species and evaluated habitat using c.h.i.e.f. (Cumulative Human Impact Evaluation Forms) protocol in the southern San Joaquin Valley, western Mojave Desert and the Tehachapi Mountains for the proposed construction of a natural gas pipeline.
Client: Fresno County
Projects: UC Academy (Fresno County, CA) UC Merced would ultimately be chosen.
Role: Biologist
Russell located and mapped vernal pools and evaluated wetland habitat for sensitive species on proposed University of California Campus alternate site in Fresno County.
Client: State of California in association with CAL Trans.
Project: The Endangered Species Recovery Program (Inyo County, CA) Role: Botany Consultant
Russell directed rare plant surveys and botanical inventories for a proposed Cal Trans Highway 395 expansion in Owens Valley.
Client: Department of Forestry, Pacific Southwest Research Station Projects: Spotted Owl Spatial Distribution and Nesting Habitat (Kern, Tulare, Fresno, Madera, and Mariposa counties, CA)
Role: Wildlife Biologist
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 199 377
RUSSELL KOXK
5 Russell called, located, captured, and banded spotted owls on the Sierra and Sequoia National forests. He mapped vegetation for potential nesting Habitat and evaluated prey from pellet remains.
Wetlands Delineation Projects
Client: John Stebbins and Associates
Project: SCE deteriorated pole program, PG&E nuclear energy Facility, CAL Trans (various counties, CA) Role: Botanist
As the lead botanist, Russell assessed habitat for sensitive plant communities and rare plants and conducted a complete botanical inventory of the coastal plant communities for a proposed public access in Diablo Canyon, San Bernardino County. He delineated wetlands for a planned expansion of a San Mateo County substation. Additional project experience includes surveys for rare plants, culturally sensitive species and noxious weeds in San Luis Obispo, San Mateo, San Francisco, Plumas, Madera, Fresno, and Kern counties. Russell also performed ongoing biological pre activity surveys for sensitive wildlife and plants and monitoring for Power pole replacement and maintenance in Mono, Inyo, Tulare, Kern, and Fresno counties.
Client: URS/Calpine
Project: Pastoria Energy Facility at Tejon Ranch (Los Angeles County, CA) Role: Designated Biologist
As the Agency-approved designated Biologist for construction of the Pastoria Energy Facility, Russell conducted all biological related surveys and pre-construction surveys, enforced the Biological Resources Mitigation Implementation and Monitoring Plan, hired staff and developed an Environmental Awareness Training Program. He wrote the biological assessment and performed the wetland delineation for re-routes of the gas pipeline. Russell enforced Storm Water Pollution Prevention Plan and all stream alteration agreements. He designed native seed mix and re-vegetation plan for habitat reclamation.
Client: Caltrans/California State University Fresno Foundations Project: Route 205 Expansion (San Joaquin County, CA)
Role: Biologist
Russell conducted wetland delineations and surveys for listed species surveys on Route 205 expansion.
Client: California State University Fresno Foundations
Project: Cal Trans Highway 49 expansion (San Joaquin County, CA) Role: Wetland delineator
Russell delineated wetlands and mapped sensitive plant species within the CalTrans right of way on Highway 49; Mariposa County.
Client: Woodward Clyde
Project: Mojave Pipeline Project (CA)
Role: Associate Project Scientist
Russell performed wetland delineations at all riparian and stream crossings, vernal pools and swales from Tulare County to San Francisco County for a proposed natural gas line. Directed field technicians on transect surveys for all listed species including: Red-legged Frogs, Tiger DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 200 378
RUSSELL KOXK
6 Salamanders and Fairy Shrimp, mapped all resources and collected and identified Vernal Pool Target Species.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 201 379
717 Market Street, Suite 400 San Francisco, CA 94103 650-373-1200 www.panoramaenv.com
CAITLIN GILLERAN, SENIOR PROJECT MANAGER I/NOISE
SPECIALIST
Overview of Experience and Expertise
Caitlin has over 13 years of environmental planning, project management, and technical analysis experience. Caitlin leads projects through the CEQA and NEPA process with technical expertise in addition to a keen understanding of environmental regulations and resources. She has prepared or managed numerous environmental documents and supporting technical reports, ranging from small addendums to large programmatic EIRs and EISs. Caitlin has managed several projects that involved review of the designs for environmental constraints, refinement of project details, coordination of multiple technical studies and deliverables, preparation of the CEQA and NEPA documents, direct coordination with the client and agencies, and performance of all administrative tasks associated with managing the schedule and budget. In her work, Caitlin has analyzed the effects of a wide array of development, resource management, transportation, wetland mitigation, fuel and vegetation management, and infrastructure projects. Caitlin is especially effective at coordination with and assisting a client to define the technical project elements required for a robust environmental analysis. She has managed project deliverables and technical subconsultants to meet tight deadlines and budgets.
Technical expertise includes calculating air quality and greenhouse gas emissions of complex projects using CalEEMod or spreadsheets with the latest EMFAC emission rates and analyzing the results. She is also competent at noise modeling and well versed in the nuances of traffic technical documents.
EDUCATION
• B.S., Environmental Management and
Protection, Emphasis in Science and City and
Regional Planning, California Polytechnic State
University San Luis Obispo
SPECIALIZED TRAINING
• CalEEMod 2020.4.0
• AERMOD Training Course
• Annual Advanced CEQA Workshops
• CEQA Caselaw Updates
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 202 380
CAITLIN GILLERAN
2 Key Projects
Client Inyo County Department of Public Works
Project Sabrina Road Bridge Replacement Project (Inyo County, CA) Time: 2015 to 2016
Role: Environmental Planner
The Sabrina Road Bridge was replaced, resulting in temporary and permanent impacts to CDFW jurisdictional riparian habitat. In accordance to the Streambed Alteration Agreement, revegetation activities were conducted in 2013. The site was not meeting revegetation targets and additional revegetation has been necessary. Caitlin coordinated with the biologist to conduct a site visit in mid-2016. She assisted the biologist in preparing an easy to understand, robust Site Characterization Report detailing survivorship from the 2013 replanting, the 2016 survey results, and 2016 replanting efforts. In coordination with the biologist and consultation with CDFW, Caitlin prepared the 2016 Riparian Mitigation Plan, which updated the 2012 Riparian Mitigation Plan. She coordinated the timing for the 2016 revegetation efforts, in compliance with the 2016 Riparian Mitigation Plan. She prepared the initial draft of the Fourth Annual Monitoring Report summarizing the status of the site, which was submitted to CDFW for review and approval.
Client Inyo County Department of Public Works
Project Trona-Wildrose Road (Lower Trona) Storm Damage Repair Project (Inyo County, CA) Time: 2015 to 2016
Role: Environmental Planner
Emergency repairs were conducted on Trona-Wildrose Road in 2014, during which time a temporary haul road was graded parallel to the road. Permanent restoration of the road and the temporary haul road, excluding CDFW jurisdictional areas, occurred in 2016. Caitlin worked with the biologist to prepare the Nesting Bird Plan. She coordinated with CDFW to get the Nesting Bird Plan and the Designated Biologists approved prior to construction. She prepared the Training Program and Construction Guide which were reviewed and approved by the County. After construction was completed, she prepared the Post-Construction Report which was sent to and approved by CDFW.
Client: Inyo County Public Works Department
Project: Walker Creek Road Bridge Replacement Project IS/MND and CE (Inyo County, CA) Time: 2015 to 2019
Role: Environmental Planner
The proposed project would install a new bridge over the Los Angeles Aqueduct, close the existing bridge to public vehicular traffic, and realign Walker Creek Road as it approaches the bridge in either direction. The proposed project will use Federal Highway Administration (FHWA) funding for the bridge replacement and requires CEQA and NEPA documentation.
Caltrans (delegated by FHWA) is the NEPA lead agency. Caitlin prepared a draft IS/MND and finalized the Biological Assessment, which focused on Mojave desert tortoise due to presence of habitat, for submittal to USFWS through Caltrans. Caitlin maintained communication with the DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 203 381
CAITLIN GILLERAN
3 engineering team and the County to update the project description and analysis based on engineering changes as well as ensure that project deadlines were met. She monitored the budget of the project to ensure all appropriate documentation can be completed as scoped.
Client Inyo County Department of Public Works
Project Carroll Creek Road Bridge Replacement Project IS/MND and CE (Inyo County, CA) Time: 2015 to 2019
Role: Environmental Planner
The proposed project would install a new bridge over the Los Angeles Aqueduct, close the existing bridge to public vehicular traffic, and realign Walker Creek Road as it approaches the bridge in either direction. The proposed project will use FHWA funding for the bridge replacement and requires CEQA and NEPA documentation. Caltrans (delegated by FHWA) is the NEPA lead agency. Caitlin conducted technical resource analyses for the draft IS/MND including biological resources and air quality.
Client: Mono County
Project: Howard Avenue/Bruce Street Residential Project GHG Technical Report (Mono County, CA) Time: 2019
Role: Environmental Planner
The proposed project would involve construction of five separate residential structures totaling 4,000 square feet. Caitlin conducted the GHG emission calculations and prepared the technical impact report.
Client: Mono County
Project: County Line IS/MND (Mono County, CA)
Time: 2019 to Present
Role: Environmental Planner
The proposed project would involve approval of a Commercial Cannabis Activity Use Permit, and construction and operation of a cannabis cultivation, processing and distribution facility on a 160-acre parcel. Caitlin conducted a consistency review of the project description and prepared the air quality and GHG calculations for the project.
Client: Housing Authority of City of San Buenaventura
Project: San Buenaventura Housing Authority Westview Village IS/MND (Ventura County, CA) Time: 2015
Role: Project Planner
The proposed project would include demolition of the existing affordable housing buildings (180 units) and community building and would construct 46 new buildings (320 units), a community building, and three community use rooms. The existing Housing Authority office would be refurbished. Caitlin prepared the air quality and greenhouse gas technical calculations for this project and the air quality and greenhouse gas emissions analysis within the IS/MND.
Client: City of Yorba Linda
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 204 382
CAITLIN GILLERAN
4 Project: Savi Ranch II Project Air Quality and Greenhouse Gas Report (Los Angeles County, CA) Time: 2015
Role: Project Planner
The proposed project would construct two 3-story multi-family unit buildings for a total of 54 units and a 4,317-square-foot single-story building which would accommodate a preschool, a tech learning center, and a playground. Caitlin prepared the air quality and greenhouse gas technical calculations for this project. Additionally, she wrote the Air Quality and Greenhouse Gas Report which included an analysis of the calculations.
Client: ASHUSA and Coso Operating Company
Project: Mordor 1 and Mordor 2 Battery Energy Storage System Environmental Documentation to Support the Sundry Notice (Inyo County, CA)
Time: 2023
Role: Senior Project Manager
A 25 megawatt BESS and 20 MW BESS and associated new substations would be installed as part of this project. The 25 MW BESS would interconnect with an existing 115kV transmission line for delivery into the SCE power grid. The 20 MW BESS would interconnect with the existing BLM-West Substation. Caitlin conducted an environmental review and detailed biological resources analysis memorandum to support the sundry notice. She reviewed the cultural resources memorandum and coordinated with the specialist to finalize recommendations.
Client: Middle River Power and Coso Operating Company
Project: Coso Battery Energy Storage System Environmental Documentation to Support the Sundry Notice (Inyo County, CA)
Time: 2021
Role: Environmental Scientist
This project involves installation of a 50 megawatt BESS and an underground and overhead distribution line to connect the BESS to the BLM-West Substation. Caitlin prepared the environmental review and biological resources memorandum to support the sundry notice.
Client: Bureau of Land Management
Project: Relicensing of the Coso BLM East and West Geothermal Power Plants Categorical Exclusion (Inyo County, CA)
Time: 2018
Role: Environmental Scientist
The project involves renewal of the two expiring site licenses that allow the lessee to utilize the produced geothermal fluid. No modifications or new surface disturbance would occur. Each license permitted operation and maintenance of two 48-MW power plants operating at BLM East and BLM West. Caitlin conducted the analysis and research to prepare the Categorical Exclusion.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 205 383
717 Market Street, Suite 400 San Francisco, CA 94103 650-373-1200 www.panoramaenv.com
Elizabeth McCullough, Environmental Scientist I/ISA certified arborist
Overview of Experience and Expertise
Elizabeth has served with Panorama since August 2021 and has 11 years of experience in the environmental field. Elizabeth is an ISA certified arborist. She has 7 years of experience in the forestry field and 4 years of experience working in the arboriculture field as an ISA certified arborist. Elizabeth has worked as an arborist for the ACRT a contractor of Pacific Gas and Electric. She can identify electrical equipment and at risk trees near powerlines. Elizabeth has done several tree inventories; tree protection plans and tree appraisals for the San Fransisco Utilities District (SFPUC). She has worked on projects that have had tree fungal infections, insect infestations, and difficult project parameters.
Elizabeth has a strong understanding of arboriculture, forestry, vegetation management, wildfire resiliency, road construction and construction compliance monitoring. As an environmental planner, she has worked her expertise to write and design vegetation treatment areas for fuel reduction projects.
EDUCATION
• B.S., Environmental Science Technology and Policy,
California State University Monterey Bay
SPECIALIZED TRAINING
• ISA Certified Arborist, WE-13197A
• Cal Fire: Certified Cultural Resources Surveyor.
Class 168
• ATV Instituite Certification
• Pacific Gas and Electric (PG&E): Pre Inspector,
Vegetation Management training
Key Projects
Client: PG&E
Project: Defined Scope, Routine Vegetation Management in the San Jose Division (Santa Clara and Alameda Counties)
Role: Arborist
Elizabeth worked as an arborist in PG&E’s San Jose Division vegetation department. Elizabeth conducted vegetation clearance inspections of powerlines and identified trees to be trimmed to meet vegetation clearance requirements. She used her knowledge of arboriculture to identify urban tress and determine growth rates. Elizabeth was a part of a team that completed the annual vegetation management inspection of the power lines. The San Jose Division ranges from Livermore to Gilroy. Elizabeth has surveyed powerlines in Gilroy, Morgan Hill, San Jose, DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 206 384
ELIZABETH MCCULLOUGH
2 Campbell and Milpitas.
Client: SFPUC
Project: College Hill Reservoir Project
Role: Arborist and lead environmental compliance inspector Elizabeth completed a tree inventory and tree protection plan for the College Hill Reservoir Project. The project involved installing a new pipeline and upgrading valves and equipment leading into the reservoir. Elizabeth inventoried 85 trees and identified over 40 tree species. She recorded the species and GPS location of each tree. She wrote a tree protection plan that listed protection measures for the trees that had been identified have the potential impacts.
Client: SFPUC
Project: Bay Corridor Transmission and Distribution Phase 4 and Water Improvements Project Role: Arborist
Elizabeth completed a tree inventory and tree appraisal for trees in the project area. The project involved excavating a trench to burry transmission lines and improving water resources within the area. Trees within the project area were severely damaged and infected with Magnolia Canker Disease. The project originally required digging within the trees critical root zone.
Elizabeth gave the project team recommendations to realign the project alignment to avoid impacts to the trees.
Client: Marin Wildfire Protection Authority
Project: Novato Zone Valley Memorial Park Eucalyptus Removal Project Role: Arborist
Elizabeth conducted a tree inventory for over 1,000 trees for this project. This project included tree removal within a drainage near the valley memorial park for wildfire removal and protection purposes. Elizabeth discovered that trees within the project area were infected with heart rot and scale insects. Elizabeth gave recommendations to the client on how to trim the trees for fire resiliency, how to mitigate tree diseases and insects.
Client: Stanford University
Project: Jasper Ridge and Horse Park Vegetation Management Role: Environmental Planner
The project involved developing forest fuel treatment strategies for the conservation property owned by Stanford University. Elizabeth assisted the project forester in the design of the treatment units for fuel reduction and vegetation management. Elizabeth identified areas of the project that were accessible to equipment and areas that would benefit from fuel treatments based on vegetation management requirements.
Client: Vallejo Flood and Wastewater District
Project: Austin Creek Stormwater Trash Capture Project
Role: Environmental Planner
The project involved installing trash containment structures in front of a culvert. Elizabeth conducted a tree survey, which identified trees that needed to be removed during construction.
She identified the tree species and measured the trees at the diameter by breast height. §
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 207 385
717 Market Street, Suite 400 San Francisco, CA 94103 650-373-1200 www.panoramaenv.com
Client: San Mateo Resource Conservation District
Project: El Granada Wildfire Resiliency Scoping Project Role: Environmental Planner
The project involved assessing the El Granada for wildfire risk and coming up with solutions to make the community more wildfire resilient. Elizabeth was a part of a team that conducted the field work for this project. Elizabeth participated the field assessment for the project where fire risk and potential vegetation fuel treatment strategies were analyzed. She helped developed potential project actions for the project that were reviewed by the client and partnering agencies. Elizabeth drafted portions of the final project document.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 208 386
717 Market Street, Suite 400 San Francisco, CA 94103 650-373-1200 www.panoramaenv.com
CAITLIN JENSEN, GIS MANAGER – STRATEGIC INITIATIVES
Overview of Experience and Expertise
Caitlin is a Geographic Information Systems (GIS) Specialist with over 10 years of experience, holding a Master of Science degree in geographic information science and a Bachelor of Science degree in biology. Her combination of education and professional experience has provided her with a skill set based in geospatial analysis, conservation planning, database management, field data collection using GIS mobile apps, and cartographic design. Caitlin has technical skills in Python and SQL and has developed expertise in using R to expedite data management tasks and optimize GIS data processing. Caitlin has extensive experience with the geospatial datasets illustrating the various resource topics required by the California Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA). In addition to her skills around managing spatial data and developing figures supporting CEQA analyses, she has also recently started to expand her knowledge of environmental planning by completing CEQA coursework and learning how to write sections focused on biological resources.
Key Projects
Client: Great Basin Institute
Project: Eldorado National Forest Hazard Tree Mitigation Project Role: GIS Manager
The project involves removing hazardous trees along U.S. Forest Services roads throughout Eldorado National Forest. Caitlin was responsible for overall geospatial data management and supported resource specialists by conducting geospatial analysis of relevant resource data and maintaining detailed metadata for analytical outputs. She also developed custom map-book templates to standardize cartographic products and streamline map production.
Client: Great Basin Institute
Project: Lassen National Forest Dixie Fire Community Protection Project
EDUCATION
• M.S. Geographic Information Science, San
Francisco State University
• B.S. Biology, Boston College
AFFILIATIONS
• Society for Conservation GIS
SPECIALIZED TRAINING
• CEQA: A Step-by-Step Approach Course, UC
Extension, 2022
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 209 387
CAITLIN JENSEN
2 Role: GIS Manager
Caitlin provides GIS support in the form of geospatial data management and conducting geospatial analysis of relevant resource data as requested by resource specialists on the project’s technical team. She is responsible for tracking all incoming and outgoing data in a GIS inventory, supporting the Project Manager with data interactivity using various tools hosted on the ArcGIS Online platform, and preparing all cartographic deliverables for the project. She developed custom map-book templates to standardize cartographic products and streamline map production.
Client: Quincy Engineering
Project: Hot Springs Road Reconstruction Project
Role: GIS Manager
The project involves reconstructing Hot Springs Road, west of Markleeville in Alpine County, California, near State Route 89. The purpose of the Project is to improve pavement conditions, construct paved shoulders and bike lanes, and increase safety for drivers and bicyclists. Caitlin was responsible for managing all incoming and outcoming spatial data, quantifying impacts to surrounding habitats, and developing cartographic products showing wetland delineation and revegetation plan.
Client: Clearway Energy, LLC
Project: Various solar siting projects
Role: GIS Manager
Caitlin has led mapping efforts for several cumulative impact assessments for potential solar development in southern California and Nevada. She helped identify potential focus areas where solar development could be feasible. Caitlin organized geospatial project and constraints data for various sites in a geodatabase and performed post-processing tasks to prepare data deliverables to share with the client. Caitlin also configured web maps in ArcGIS Online which facilitated field data collection for visual surveys.
Client: California Public Utilities Commission
Project: Gorman – Kern Transmission Line Rating and Remediation Project (Kern and Los Angeles County, CA) Role: GIS Manager
The project involves replacing poles and conductor along a 65-mile-long section of 66-kV transmission lines and modifying substations in Kern and Los Angeles County in an effort to remediate identified clearance discrepancies and address reliability concerns. Caitlin provides GIS support for the project’s technical team, researched potential resource considerations, managed the project geodatabase, and compiled geospatial data for all resource topics considered in CEQA.
Client: Arevia Power
Project: Multiple
Role: GIS Manager
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 210 388
CAITLIN JENSEN
3 Caitlin provides ongoing GIS support for Arevia’s technical team and prepares maps and graphics illustrating land management information and various development constraints posed by biological, cultural, recreational, visual, and other resources. Caitlin has organized and maintained a geodatabase for existing and proposed Arevia renewable energy project data, as well as a web application that allows Arevia staff to view project footprints alongside relevant datasets such as existing power utilities, environmental resources, the Inflation Reduction Act (IRA), and datasets from the BLM. Caitlin also configured web maps in ArcGIS Online which facilitated field data collection using the ArcGIS Field Maps application.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 211 389
Peter A. Carey, M.A., RPA
Principal Investigator/Project Manager
Total Years of Experience: 15
Education:
M.A. 2013/Anthropology/University of Nevada, Reno
B.S. 2008/Anthropology, Option: Cultural Resource Management /California State Polytechnic University, Pomona
Registrations:
2013 Register of Professional Archaeologists
Professional Profile:
Mr. Carey has 15 years of experience in all manners of professional archaeology in California and the Great Basin. He earned his B.S. degree in Anthropology with a Cultural Resource Management option from California State Polytechnic University, Pomona in 2008, and received a M.A. in Anthropology with a concentration in Prehistoric Archaeology at the University of Nevada, Reno in 2013. His interests focus on prehistoric lithic procurement and technology, and Paleoindian archaeology. He has been involved in numerous survey, testing, and data recovery projects in California, Arizona, Nevada, and Oregon. Projects Mr. Carey has been involved with have taken place in Contra Costa, Imperial, Kern, Kings, Fresno, Mendocino, Lake, Los Angeles, Inyo, Mono, San Bernardino, Tulare, and Ventura counties, California; Yuma County, Arizona; Churchill, Clark, Douglas, Humboldt, and Lyon counties, Nevada; and Lake County, Oregon. Mr. Carey serves ASM as a Director, Central Valley.
Select Project Experience:
Cultural Resources Survey in the Bodie Hills, Mono County, CA Crew Chief
CLIENT: Bureau of Land Management
Directed crews in pedestrian survey, identification of cultural resources, and site recordation in the Bodie Hills prior to a fuel reduction project. Responsible for preparation of DPR forms for archaeological sites and preparation of technical report.
Cultural Resources Survey in Mammoth Lakes, Mono County, CA Field Archaeologist
CLIENT: Bureau of Land Management
Involved in pedestrian survey and site recordation in the Mammoth Lakes and June Lake area in the Inyo National Forest. Responsible for the identification and documentation of archaeological resources in the area.
Archaeological Survey for the Airport Road Rehabilitation Project, Mammoth Lakes, Mono County, CA
Project Archaeologist
CLIENT: Mono County Department of Public Works
Conducted an ASR and XPI for a road rehabilitation project near the Mammoth Yosemite Airport for compliance NHPA and NEPA. Completed research and review of records from the EIC, USFS, and NAHC.
Completed an intensive pedestrian survey, and prepared a final ASR report presenting the results of the cultural resources identification efforts. Following acceptance of the ASR, ASM was further requested by Caltrans to conduct an Extended Phase One Investigation (XPI) of the project APE, for resource subsurface potential. ASM excavated 10 shovel test pits within the APE. Results of the XPI and a finding of effect for the project for compliance with Section 106 of the NHPA was provided in the Draft and Final XPI report.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 212 390
Class III Inventory/Phase I Survey for the Groundwater Banking and Conveyance Improvement Project, Kern County, CA
Principal Investigator
CLIENT: Rosedale-Rio Bravo Water Storage District
Responsible for development of work plan and supervision of crew chiefs for survey groundwater recharge basins and water improvement locations. Responsible interpretation of results and technical reporting.
Monitoring for the Lake Isabella Dam Safety Modification Project, Kern County, CA Secretary of the Interior Qualified Archaeological Monitor CLIENT: Flatiron-Dragados-Sukut
Responsible for identifying cultural materials that may be discovered during project activities in areas predetermined by the USACE to be sensitive; and marking sites designated by USACE to be avoided.
NRHP Eligibility Evaluation of Site 05-13-54-830 Project, Kern County, CA Principal Investigator
CLIENT: Landology, Inc.
Responsible for organizing a field plan coordinated with USACE through Landology to evaluate a multicomponent prehistoric/historic site impacted by unmonitored revegetation activities in order to determine if the site was eligible for inclusion in the NRHP and whether an adverse effect had occurred to a historic property. Conducted site recordation and limited test excavation, including augering and 50x50- cm test units. Also responsible for completing a technical report for submittal to USACE.
Class III Inventory/Phase I Survey for the Ricardo Complex, Kern County, CA Principal Investigator
CLIENT: Department of Parks and Recreation, Tehachapi District Responsible for organizing crew and fieldwork logistics for survey approximately 450-acres within Red Rock Canyon State Park. Responsible for updating previously recorded sites within the 450-acre survey area and identifying and recording any previously unrecorded sites.
Phase I Survey for the Hungry Valley State Vehicular Recreation Area New Acquisition, Kern County, CA
Field Director
CLIENT: California State Parks
Responsible for organizing and supervising multiple crews in field survey, site recordation, and site updates for approximately 1,500 acres newly acquired by California State Parks for the Hungry Valley SVRA. Also involved in writing of the technical report.
Phase I Survey/Class III Inventory for the Buena Vista Water Storage District Northern Pipeline Project, Kern County, CA
Field Director
CLIENT: South Valley Water Banking Authority
Directed a survey along approximately 25 miles of existing canals for the installation of pipelines. Assisted in evaluating the eligibility of the historic canals for the NRHP. Also involved in writing of the technical report.
Cultural Resource Survey for the E&B Cuccia 87x Well Pad Project, Kern County, CA Field Director
CLIENT: E&B Natural Resources
Directed a 2-acre survey of an existing well pad to identify cultural resources that may be adversely affected by future production.
Class III Inventory for the Nixon Pipeline Project, Kern County, CA Field Director
CLIENT: Holmes Western Oil Corporation
Responsible for organizing and conducting fieldwork for a linear survey area in an active oil field. Also involved in writing of a negative survey letter report.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 213 391
Shannon Davis, M.A., RPH
Project Manager/Sr. Architectural Historian/Historian
Total Years of Experience: 25
Education:
M.A. 1998/Historic Preservation/George Washington University, Washington, D.C.
B.A. 1993/American History/University of Southern California, Los Angeles Registrations
2011 Register of Professional Historians
Professional Profile:
Ms. Davis has over 25 years of experience in the field of historic preservation. As Director, History Group at ASM, Ms. Davis has documented and evaluated numerous cultural resources for CEQA compliance and completed historic resource surveys and evaluations, HSRs, HABS, HAER and Historic American Landscape Survey (HALS), Peer Reviews, projects throughout southern California. She is qualified under the SOI’s Professional Qualifications Standards for both Architectural History and History and obtained her M.A. from George Washington University.
Select Project Experience:
Historic Property Survey Report, Historic Resources Evaluation Report, Finding of No Adverse Effect, and Archaeological Survey Report for the Verde School Bridge Replacement Project, Imperial County, CA
Project Manager and Senior Architectural Historian
CLIENT: Panorama Environmental, Inc. for Caltrans
Managed an Historic Property Survey Report, Historic Resource Evaluation Report, Finding of No Adverse Effect, and Archaeological Survey Report in advance of a project proposed by the Imperial County Public Works Department to replace the Verde School Road Bridge in compliance with Caltrans District 11 and the Federal Highway Administration responsibilities under the California Environmental Quality Act, the National Environmental Policy Act and the National Historic Preservation Act. The project included a 2.9 - acre project site and involved the demolition of the existing County Bridge No. 58C-0115 over the East Highline Canal and the construction of a replacement bridge.
Cultural Resource Inventory for the Bridgeport PUD Arsenic Treatment Project, Mono County, CA Project Manager / Senior Architectural Historian
CLIENT: NAVFAC Southwest
Compiled an ICRMP in collaboration with installation staff. Working with Marine Corps to establish cultural resource and preservation goals and objectives. Synthesizing previous studies to develop one comprehensive planning document for installation that has not heretofore had any preservation management plan.
Historic Resource Evaluation Report for 420 Drake Circle, Sacramento County, CA Project Manager
CLIENT: Kimley-Horn & Associates, Inc.
Completed an HRER for a commercial building in Sacramento prior to proposed renovations. The purpose was to evaluate whether or not the proposed project would affect any identified historic properties within the APE and was completed per Section 106 of the NHPA. Evaluated the historical and architectural significance of the building for eligibility to the NRHP and the CRHR as well as a contributor to a potential early 20th century residential historic district.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 214 392
Evaluation of Bakersfield High School Water Tower, Kern County, CA Architectural Historian
CLIENT: Lozano Smith, Attorneys at Law
Project Manager for an intensive-level survey to document the water tower, and a reconnaissance-level survey of the high school to assess the 1933 water tower. Prepared a Historical Resources Evaluation and California Department of Parks and Recreation (DPR) 523 A and B forms to evaluate the structure’s eligibility for listing in the CRHR. Recommended that Water Tower as individually eligible for CRHR under Criterion 1 as a visual landmark representing the history and development of Bakersfield High School Maintenance Manual for Milpitas Ranch House/Hacienda, Fort Hunter Liggett, Jolon, Monterey County, CA
Project Manager and Senior Architectural Historian
CLIENT: Gulf South Research Corp.
Updated maintenance manual for 1930 ranch house designed by noted architect Julia Morgan for newspaper tycoon William Randolph Hearst, concurrent with her design of nearby Hearst’s Castle.
Conducted site inspection with US Army Corps of Engineers Historic Architect. Prepared manual targeted at maintenance staff audience, included background history of the property, assessment of current conditions, and specific guidance on what needs attention, how to preserve the building, where to acquire replacement materials, and recommended future restoration projects. Manual included quick reference guide to maintenance do’s and don’ts, annual checklist, and list of character-defining features with links to online Flicker photo gallery of all such features and inappropriate alterations. Plan developed in accordance with the Secretary of the Interior’s Standards for the Treatment of Historic Properties in support of Section 106 and 110 of the NHPA for Army’s Fort Hunter Liggett cultural resources staff, stewards of this NRHP listed-resource.
Inventory and NRHP Evaluation of 17 Potential Historic Resources, Fort Hunter Liggett, Jolon, Monterey County, CA
Project Manager and Senior Architectural Historian
CLIENT: Gulf South Research Corp.
Surveyed, documented, and evaluated a 17 built environment of early Fort Hunter Liggett. Resources included training facilities and cantonment and infrastructure features built between 1941 and 1951.
Researched and developed appropriate historic context. Evaluated within the contexts of Military History (1942-1945) and WWII Army property types. Conducted in compliance with Section 106 and 110 of the NHPA.
Hollenbeck Park Lake Rehabilitation and Stormwater Management Project Archaeological Survey Report, Historic Property Survey Report, Historic Resource Evaluation Report and Finding of No Adverse Effect, Los Angeles County, CA
Project Manager/Senior Architectural Historian
CLIENT: GDB Global for Caltrans District 7
Managed the completion of multiple historic resource compliance documents following Caltrans guidelines for to the approval of proposed alterations and renovations to Hollenbeck Park located in the Boyle Heights neighborhood of Los Angeles. Completed a records search at the South Central Coastal Information Center and at multiple repositories and libraries within Los Angeles County, including the City of Los Angeles Department of City Planning’s list of Historic-Cultural Monuments, and intensive field surveys including photographic documentation of identified resources. Multiple compliance documents were delivered including an Historic Property Survey Report, Historic Resource Evaluation Report, and Finding of No Adverse Effect. Each followed Caltrans guidelines, including Exhibit 6.2 Historic Resources Evaluation Report Format and Content Guide and Exhibit 6.2 Historic Property Survey Report Format and Content Guide, among others.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 215 393
Robert Azpitarte
Senior Archaeologist/Field Director
Total Years of Experience: 13
Education:
B.A. 2012/Anthropology/California State University, Bakersfield B.A. 2012/Art (Studio)/California State University, Bakersfield Professional Profile:
Mr. Azpitarte has held a number of positions of increased responsibility within the field of cultural resources management since 2011. Mr. Azpitarte has spent over 13 years documenting prehistoric and historic sites in California’s Central Valley; including numerous survey, testing, and data recovery projects. Mr. Azpitarte has also participated in Great Basin fieldwork in eastern and northern Nevada, as well as work in the lower and upper Mojave regions. Currently, Mr. Azpitarte serves ASM as an Associate Archaeologist.
Relevant Project Experience:
Silver Standard Perdito Mine Project, Inyo County, CA
Crew Chief
CLIENT: Silver Standard Resources Inc.
Conducted a Phase I/Class III Inventory of 40-acres within the Inyo Mountains. Subsequently processed inventory data and lab results to compile an inventory report following Department of Interior standards.
Sandrini Solar Project, Kern County, CA
Crew Chief
CLIENT: Quad Knopf, Inc.
Conducted a Class III Inventory survey for approximately 3,400-acres near Lebec, California. Recorded and completed site record forms for newly identified sites; assessed the current condition of each cultural resource; mapped artifacts and site locations; and completed a technical report that documents and summarizes the archaeological record for this study area. The study was undertaken to assist with compliance with the California Environmental Quality Act (CEQA).
South Fork Wildlife Area Revegetation Project, Kern County, CA Crew Chief
CLIENT: Landology, Inc
Conducted a Class III pedestrian survey of a 69-acres revegetation area within the South Fork Wildlife Area (SFWA) and conducted National Register of Historic Places (NRHP) eligibility evaluation of site 05-13-54- 830 as part of the Lake Isabella Dam Safety Modification Project. This investigation was conducted in accordance with the Historic Property Treatment Plan (HPTP), and the Expedited Evaluation Plan for Site 05-13-54-830, SFWA, Lake Isabella Dam Safety Modification Project (DSM), to assist in compliance with Section 106 of the National Historic Preservation Act (NHPA).
Counsel Rocks Project, Mojave National Preserve, San Bernardino County, CA Crew Chief
CLIENT: National Park Service
Conducted a NRHP nomination recordation of the Counsel Rocks (CA-SBR-291) site located within the Mojave National Preserve, California. Recorded and completed a site record form for the site; assessed the current condition of the cultural resource; and mapped artifacts and site locations as part of a National Register of Historic Places (NRHP) Nomination for the CA-SBR-291 site.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 216 394
CRC 78N-2Y Well Block Survey and Testing Project, Kern County, CA Crew Chief
CLIENT: California Resources Corporation
Conducted a Class III Inventory survey for approximately 270-acres near McKittrick, California. Recorded and completed site record forms for previous and newly identified sites; assessed the current condition of each cultural resource; mapped artifacts and site locations; and completed a technical report that documents and summarizes the archaeological record for this study area. Additional excavation testing was also conducted within the lease as part of mitigation measures for potential site disturbance. The study was undertaken to assist with compliance with Section 106 of the National Historic Preservation (NHPA) in anticipation of future work within the lease.
MOC Sharks Tooth Lease Survey, Kern County, CA
Crew Chief
CLIENT: Macpherson Oil Company
Conducted a Class III Inventory survey for approximately 356-acres near Round Mountain, California.
Recorded and completed site record forms for newly identified sites; assessed the current condition of each cultural resource; mapped artifacts and site locations; and completed a technical report that documents and summarizes the archaeological record for this study area. The study was undertaken to assist with compliance with Section 106 of the National Historic Preservation (NHPA).
AEWSD Ground Water Metering Project, Kern County, CA
Crew Chief
CLIENT: Arvin-Edison Water Storage District
Conducted a Class III Inventory survey for approximately 51 existing water wells across the southeastern Southern San Joaquín Valley, California. Recorded and completed site record forms for newly identified sites; assessed the current condition of each cultural resource; mapped site locations; and completed a technical report that documents and summarizes the archaeological record for this study area. The study was undertaken to assist with compliance with Section 106 of the NHPA and CEQA.
EPD Solar Weedpatch and Shafter Camp Project, Kern County, CA Crew Chief
CLIENT: EPD Solutions
Phase II test excavations and determinations of significance were conducted at historic Weed Patch or Sunset Farm Labor Camp, and the Shafter Farm Labor Camp. Recorded and completed site record forms for the previously identified sites; assessed the current condition of each cultural resource; mapped associated camp features; and completed a technical report that documents and summarizes the archaeological record for this study area. The study was undertaken to provide compliance with the CEQA as well as the Kern County General Plan for the Weed Patch and Shafter Solar Projects.
Gettysburg Solar Survey, Kern County, CA
Crew Chief
CLIENT: Quad Knopf, Inc.
Conducted a Class III Inventory survey for approximately 160-acres. Recorded and completed site record forms for newly identified sites; assessed the current condition of each cultural resource; mapped artifacts and site locations; and completed a technical report that documents and summarizes the archaeological record for this study area. The study was undertaken to provide compliance with the CEQA.
Pier East Area Survey, Tulare County, CA
Crew Chief
CLIENT: Tule River Indian Tribe
Conducted a Class III Inventory survey for approximately 250-acres within the TRIR Reservations, California. Recorded and completed site records updates and site record forms for newly identified sites; assessed the current condition of each cultural resource; mapped artifacts and site locations; and completed a technical report that documents and summarizes the archaeological record for this study area.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 217 395
Margarita Medina Lemus
Associate Archaeologist
Total Years of Experience: 4
Education:
B.A. 2021/Anthropology/California State University, Bakersfield Professional Profile:
Ms. Lemus serves as an Assistant Archaeologist at ASM’s Bakersfield office where she has been involved in numerous survey, testing, and data recovery projects. She started working with ASM as an Archaeological Field Technician in 2020 and has conducted projects throughout California, with specific focus in central and eastern California. She also served as a Student Assistant at the Southern San Joaquin Valley Information Center where she helped digitize, file and maintain the registry of site and resource records and reports, as well as developed basic GIS computer mapping skills.
Selected Project Experience:
Cultural Resources Survey in the Bodie Hills, Mono County, CA Field Tech
CLIENT: Bureau of Land Management
Crew member in a pedestrian survey in the Bodie Hills. Aided in the identification of cultural resources and recording sites/isolates in the field.
Rosedale-Rio Bravo WSD WaterSmart 2020 Recharge Basin Project, Kern County, CA Field Tech
CLIENT: Rosedale-Rio Bravo Water Storage District
Crew member in a pedestrian survey around agricultural lands. Aided in the identification of cultural resources and site/isolate recordation.
Inyokern to Onyx Fiber Optic Cable Compliance, Kern County, CA Archaeological Monitor
CLIENT: Mediacom Communications Corp
Archaeological Monitor for a long-term Fiber Optic Line project. Responsible for the identification of cultural resources, recording sites/isolates and submitting a daily log of events.
Tract 92 Water System Consolidation and Upgrade Project, Tulare County, CA Field Tech
CLIENT: Provost & Pritchard
Crew member in a pedestrian survey, aided in the identification of cultural resources and site/isolate recordation
CRC Mount Poso Vedder Block 1 Abandonments, Kern County, CA Field Tech
CLIENT: CRC, CV-North
Crew member in a pedestrian survey, aided in the identification of cultural resources and site/isolate recordation.
CRC Lewis USL Lease Project, Kern County, CA
Field Tech
CLIENT: CRC, CV-North
Crew member in a pedestrian survey, aided in the identification of cultural resources and site/isolate recordation
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 218 396
Tomo Kahni State Park Project, Kern County, CA
Role: Field Tech
CLIENT: Department of Parks and Recreation
Crew member in a pedestrian survey, aided in the identification of cultural resources and site update/recordation.
Area Whitney-Leviathan Project, Kern Count, CA
Role: Field Tech
CLIENT: South Valley Biology Consulting, LLC
Crew member in a pedestrian survey, aided in the identification of cultural resources and site/isolate recordation
Gettysburg Solar, Kern County, CA
Role: Field Tech
CLIENT: Quad Knopf, Inc.
Crew member in a pedestrian survey, aided in the identification of cultural resources and site/isolate recordation.
Sandrini Solar, Kern County, CA
Role: Field Tech
CLIENT: Quad Knopf, Inc.
Crew member in a pedestrian survey, aided in the identification of cultural resources and site/isolate recordation.
Rosamond South Solar Park Project, Kern County, CA
Role: Field Tech
CLIENT: Quad Knopf, Inc.
Crew member in a pedestrian survey, aided in the identification of cultural resources and site/isolate recordation.
Merced Dairy Cluster, Merced County, CA
Role: Field Tech
CLIENT: Quad Knopf, Inc.
Crew member in a pedestrian survey near agricultural and dairy fields. Aided in the identification of cultural resources and site/isolate recordation.
Keyhole Wind Survey, Kern County, CA
Role: Field Tech
CLIENT: Quad Knopf, Inc.
Crew member in a long-term pedestrian survey. Aided in the identification of cultural resources and site/isolate recordation.
TNRE Mojave Project, Kern County, CA
Role: Field Tech
CLIENT: Quad Knopf, Inc.
Crew member in a pedestrian survey, aided in the identification of cultural resources and site/isolate recordation
Rabbitbrush Project, Archaeological and Paleontological Monitoring, Kern County, CA Role: Archaeological Monitor
CLIENT: McCarthy Building Companies
Archaeological monitor for a multi-phase solar project. Responsible for identification of cultural resources and site/isolate recordation.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 219 397
Maria Silva
Associate Archaeologist
Total Years of Experience: 4
Education:
B.A. 2019/Anthropology/California State University, Bakersfield Professional Profile:
Ms. Silva is an Assistant Archaeologist at ASM’s Bakersfield office with where she has been involved in various surveys, testing, and data recovery projects. She has a substantial amount of knowledge of central and eastern California archeology from projects that she has worked on since joining this industry in 2019 as an Archaeological Field Technician. She holds a B.A. in Anthropology from California State University, Bakersfield, where she established her skills in site recording, survey, report writing, laboratory work, and excavation along with cataloging artifacts in New Cuyama and Lake Isabella areas.
Selected Project Experience:
Cultural Resources Survey in the Bodie Hills, Mono County, CA Field Technician
CLIENT: Bureau of Land Management
Crew member in a pedestrian survey in Bodie Hills. Aided in the identification of cultural resources and recording sites/isolates in the field.
Whole Circuit Survey Humboldt – Toiyabe National Forest, Mono County, CA Field Technician
CLIENT: Environmental Intelligence, LLC
Crew member in a pedestrian survey in National Forest. Aided in the identification of cultural resources and site/isolate recordation.
Rosedale-Rio Bravo WSD WaterSmart 2020 Recharge Basin Project, Kern County, CA Field Technician
CLIENT: Rosedale-Rio Bravo Water Storage District
Crew member in a pedestrian survey around agricultural lands. Aided in the identification of cultural resources and site/isolate recordation.
CRC Mount Poso Vedder Block 1 Abandonments, Kern County, CA Field Technician
CLIENT: CRC, CV-North
Crew member for the Mount Poso Vedder pedestrian survey. Aided in the identification of cultural resources and site/isolate recordation.
Tomo Kahni State Park Project, Kern County, CA
Field Technician
CLIENT: Department of Parks and Recreation
Crew member in a pedestrian survey in the Tomo Kahni State Park. Aided in the identification of cultural resources and site update/recordation.
Area Whitney-Leviathan Project, Kern County, CA
Field Technician
CLIENT: South Valley Biology Consulting, LLC
Crew member for the Whitney-Leviathan pedestrian survey. Aided in the identification of cultural resources and site/isolate recordation.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 220 398
Gettysburg Solar Survey, Kern County, CA
Field Technician
CLIENT: Quad Knopf, Inc.
Crew member for the Gettysburg Solar pedestrian survey. Aided in the identification of cultural resources and site/isolate recordation.
Sandrini Solar, Kern County, CA
Field Technician
CLIENT: Quad Knopf, Inc.
Crew member for the Sandrini Solar pedestrian survey. Aided in the identification of cultural resources and site/isolate recordation.
Rosamond South Solar Park Project, Kern County, CA
Field Technician
CLIENT: Quad Knopf, Inc.
Crew member for the Rosamond South Solar Park pedestrian survey. Aided in the identification of cultural resources and site/isolate recordation.
Keyhole Wind Survey, Kern County, CA
Field Technician
CLIENT: Quad Knopf, Inc.
Crew member in a long-term Keyhole Wind pedestrian survey. Aided in the identification of cultural resources and site/isolate recordation.
TNRE Mojave Project, Kern County, CA
Field Technician
CLIENT: Quad Knopf, Inc.
Crew member for the TNRE Mojave pedestrian survey. Aided in the identification of cultural resources and site/isolate recordation
Archaeological and Paleontological Monitoring for the Rabbitbrush Project, Kern County, CA Archaeological Monitor
CLIENT: McCarthy Building Companies
Archaeological monitor for a multi-phase solar project. Responsible for identification of cultural resources and site/isolate recordation.
McCarthy Chaparral Solar Monitoring, Kern County, CA
Archaeological Monitor
CLIENT: McCarthy Building Companies
Archaeological monitor for the Chaparral Solar project. Responsible for identification of cultural resources and site/isolate recordation.
Lake Success Mitigation Area Project, Tulare County, CA Field Technician
CLIENT: Crawford & Bowen Planning
Crew member for the Lake Success pedestrian survey. Aided in the identification of cultural resources and site/isolate recordation
Athos Solar Monitoring Project, Kern County, CA
Archaeological Monitor
CLIENT: Rincon Consultants
Archaeological monitor in a multi-phase solar project. Responsible for identification of cultural resources and site/isolate recordation.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 221 399
K. Ross Way
Associate Archaeologist
Total Years of Experience: 30+
Education:
A.A. 1992/Anthropology major - emphasis on Field Archaeology/Antelope Valley College Professional Profile:
Mr. Way has over 30 years of experience in archaeology, the majority of which is comprised of cultural resource survey, inventory, excavation, and well over 10,000 hours of construction monitoring for urban and infrastructure improvement projects, renewable solar and wind projects, and petroleum-related projects. He has been involved in all aspects of planning and developing archaeological/cultural resource management projects from developing grant proposals and research designs, budget development and implementation, all phases of fieldwork, lab analyses, interpretation and final report documentation. The depth of his experience has provided knowledge of the respectful removal and handling of human remains in both historic and prehistoric contexts, and he has excavated, illustrated, and/or photographed cultural resources for reports and other publications. Based on Mr. Way’s archaeological and cultural resource management experience, he is approved as a Field Director by the Bureau of Land Management in southern California, and he is also cross-trained as a paleontological monitor. Additionally, Mr. Way has a certification in GIS with an extensive familiarity with Trimble, Garmin, and Magellan GPS and GIS (Pathfinder Office 5x+; ArcGIS 10x & PRO), as well as GPR, engineer’s transits, Brunton, and Silva compass use for site mapping. He is proficient in the production of top-quality soil profiles, artifact illustrations, and archaeological photography. Additionally, Mr. Way has been listed as author or co-author of over fifty technical reports, articles and professional papers.
Select Project Experience:
32B and Fleming Lease Abandonments, Kern County, CA
Associate Archaeologist
CLIENT: Crimson Resource Management
Conducted archaeological fieldwork for study areas. Preparation of archaeological site records.
Contributor/Co-author for final report.
Keyhole Wind Survey, Kern County, CA
Associate Archaeologist
CLIENT: Quad Knopf, Inc.
Conducted archaeological fieldwork for study areas. Preparation of archaeological site records.
Contributor/Co-author for final report.
Rabbitbrush Archaeological and Paleontological Monitoring Project, Kern County, CA Associate Archaeologist
CLIENT: McCarthy Building Companies, Inc.
Archaeological monitor for all ground-disturbing activities. Responsible for documenting and assessing any unanticipated finds during monitoring. Preparation of archaeological site records.
Chaparral Solar Monitoring, Kern County, CA
Associate Archaeologist
CLIENT: McCarthy Building Companies, Inc.
Archaeological monitor for all ground-disturbing activities. Responsible for documenting and assessing any unanticipated finds during monitoring. Excavation of two unanticipated prehistoric resources. Preparation of archaeological site records. and Co-author for final report.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 222 400
Edwards Air Force Base Fiber Optic Line Archaeological Monitoring, Kern County, CA Associate Archaeologist
CLIENT: Terraphase Engineering, Inc.
Archaeological monitor for all ground-disturbing activities. Responsible for any unanticipated finds during monitoring; Preparation of archaeological site records.
Phase I Cultural Resource Survey/Class III Inventory for the Allensworth Community Serves District Alternative 4 Project, Tulare County, CA
Associate Archaeologist
CLIENT: Crawford & Bowen Planning. Inc.
Contributor/Co-author for the preparation of the final technical report.
San Joaquin River Restoration On-Call Contract, San Joaquin County, CA Associate Archaeologist
CLIENT: Bureau of Reclamation
Contributor/Co-author for the preparation of the final technical report.
Chaparral Phase II and Inadvertent Discovery Plan, Kern County, CA Associate Archaeologist
CLIENT: Leeward Renewable Energy, LLC
Coordinated and conducted data recovery excavations for archaeological features during construction monitoring. Archaeological site record preparation. report co-author of the final technical report.
Calico Cultural Resources Review Project, San Bernardino County, CA Associate Archaeologist
CLIENT: Stronghold Silver Corporation
Contributor/Co-author for the preparation of the final technical report.
Alta Oak Creek Wind Survey, Kern County, CA
Associate Archaeologist
CLIENT: Clearway Energy
Coordinated and conducted archaeological fieldwork for the study area. Preparation of archaeological site records. Contributor/Co-author for the preparation of the final technical report.
Phase I Cultural Resource Survey/Class III Inventory for the Temperance Elementary School Project, Fresno County, CA
Associate Archaeologist
CLIENT: Sanger Unified School District
Contributor/Co-author for the preparation of the final technical report. Preparation of archaeological site records.
Tehachapi Renewable Transmission Project, Los Angeles and Kern Counties, CA Field Director
CLIENT: Southern California Edison
Responsible for organizing and overseeing fieldwork for ten linear transmission line survey areas and three substations and identifying and recording historical resources identified during Phase I/Class III inventory.
Preparation and implementation of several research designs for the evaluations and excavations of six archaeological resources. Contributor/Co-author for the preparation of the final technical report.
Ocotillo Wind, Kern County, CA
Archaeologist/Crew Chief
CLIENT: Recurrent Energy
Coordinated field crew personnel and conducted archaeological fieldwork for the study area. Preparation of archaeological site records. GIS data management and implementation. Conducted archaeological monitoring for ongoing construction.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 223 401
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Susan Dewar
Senior Program Manager, Restoration Ecologist
Ms. Dewar has over 20 years of experience with natural resources permitting and compliance, with a strong background in restoration and mitigation design, ecological surveying and monitoring, environmental permitting, regulatory compliance, and monitoring of restoration projects. She currently manages a group of over 70 environmental professionals based out of the Northern California region. Ms. Dewar has prepared habitat mitigation and monitoring plans for various permit requirements, Biological Assessments for Federal Endangered Species Act Section 7 consultations, special-status plant salvage plans, and wetland delineations in support of Clean Water Act sections 401 and 404 permits and California Fish and Game Code Section 1600 Lake and Streambed Alteration Agreements. She is a California Registered Landscape Architect, International Society of Arboriculture Certified Arborist and Qualified Tree Risk Assessor, Qualified Storm Water Pollution Prevention Plan Developer, and holds permits from California Department of Fish and Wildlife and U.S. Fish and Wildlife for vernal pool branchiopod surveys.
Selected Project Experience
Butt Valley Valve-House Bridge Replacement Project, PG&E, Plumas County, CA
Kleinfelder performed biological surveys for the Butt Valley Valve-house Bridge Replacement Project (Project) located approximately 2 miles west-southwest of Prattville in Plumas County, California. Pacific Gas and Electric Company (PG&E) operates the Upper North Fork Feather River Project (FERC No. 2105) to generate electricity, meet water supply obligations and provide ancillary services. The Butt Valley Powerhouse is a critical component of this project, and the Butt Valley Valve-house Bridge provides access to the powerhouse. The Butt Valley Valve-house bridge needed replacement; removal of the old bridge and construction of the new bridge caused some disturbance to Butt Creek and surrounding riparian and upland habitats. Kleinfelder conducted a wetland delineation, visual encounter surveys and eDNA sample collection for Cascades frog, nesting bird surveys, milkweed surveys, assisted with a fish rescue, flagged sensitive resources, assisted in the development of avoidance and mitigation measures (AMMs) for resources identified, provided environmental training for construction crews, and provided post-construction impact documentation.
Grizzly Forebay Dam Access Improvement Project, PG&E, Plumas County, CA
The Bucks Creek Hydroelectric Project (FERC Project 619) is located within Plumas County in the Sierra Nevada Mountains, approximately 17 miles west-southwest of the community of Quincy. The FERC Project consists of two developments that contain four dams, four reservoirs, and two powerhouses, and associated facilities. The Bucks Creek Development was completed in 1928 and includes Three Lakes, Lower Bucks Lake, Bucks Lake, Grizzly Forebay, and Bucks Powerhouse. The Grizzly Development, which was completed in 1993, added the Grizzly Tunnel and Grizzly Powerhouse. PG&E will be constructing access improvements to the downstream side of Grizzly Dam. Kleinfelder provided biological support services including survey and flagging of Mildred's clarkia, surveys for northern goshawk and California spotted owl, and surveys for Sierra Nevada yellow-legged frog. Specific Role:
Project Manager | Cost: $38,000 (consultant fee to date) | Time Spent on Project: 05/1/2021-Ongoing Alta Wind Farm Rare Plant Surveys, and Bakersfield Cactus Surveys and Relocation, Kern County, CA Restoration Ecologist/Botanist: Participated in protocol-level rare plant surveys on BLM lands and private properties planned for a wind farm. Identified and assessed the appropriateness of conservation areas at the Alta Wind Farm to receive transplants of state and federally endangered Bakersfield cactus (Opuntia basilaris var. treleasei).
Bakersfield cacti within the development footprint of the proposed wind farm were inventoried. Responsible for relocation, maintenance and monitoring of over 200 individuals of the endangered cactus.
Years of Experience
21 years
Education
Bachelors, Landscape
Architecture, University of
California, Davis, CA, 2003
Masters, Ecology, University
of California, Davis, CA, 2006
Registrations
Registered Landscape
Architect, No. 5640
Certifications
Certified Arborist, No. WE7374A
QSP/QSD-Qualified SWPPP
Practitioner / Developer, No.
26501
U.S. Fish and Wildlife Service
(USFWS) 10(a)(1)(A)
Recovery Permit for Vernal
Pool Branchiopods; California
Department of Fish and
Wildlife (CDFW) Scientific
Collecting Permit for Vernal
Pool Branchiopods
Professional Affiliations
California Wolf Foundation,
President, From date:
10/01/2021
California Native Plant
Society, Redbud Chapter,
Secretary, From date:
05/01/2018
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 224 402
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Eldorado–Ivanpah Transmission Project (EITP), SCE, San Bernardino County, CA and Clark County, NV Ecologist: Conducted field surveys to map jurisdictional wash habitats along proposed transmission and telecommunications line corridors for Southern California Edison’s Eldorado-Ivanpah Transmission Project in the Mojave Desert. Identified and mapped potential California Department and Fish and Game (CDFG) and U.S. Army Corps of Engineers (ACOE) jurisdictional areas on over 60 miles of corridor and assisted in the preparation of the jurisdictional report (in support of ACOE Sections 401 and 404 permits as well as CDFG Code 1602 permits).
Crane Valley Riparian Monitoring Project, PG&E, Madera County, CA Project Manager: The Crane Valley Project Riparian Area Monitoring Plan Requirements (Plan) were developed by Pacific Gas and Electric Company (PG&E) to manage and monitor vegetation, as required by Forest Service 4(e) Condition No. 19, as well as License Article 409, within their Crane Valley hydroelectric project watershed. The Plan requires monitoring the effects of project operations and maintenance on riparian vegetation within the Crane Valley Project Area. Assessments of the composition, cover, structural diversity, and age class of riparian vegetation, as well as other vegetation and site attributes are collected to determine whether these riparian communities fall within the normal range of variation for a normally functioning plant community. In 2012, Ms. Dewar oversaw the comprehensive baseline survey conducted at seven sites in the watershed to establish a new project area baseline for riparian vegetation; this survey and watershed assessment was repeated in 2017.
Living Shorelines Project at Giant Marsh, Contra Costa County, CA Water Pollution Control Manager: Working for Triton Marine Construction, prepared construction Spill Prevention, Control, and Countermeasure Plan and Turbidity Monitoring Plan for the Giant Marsh restoration project. The construction activities associated with this Project included installation of pre-fabricated artificial reef structures in shallow intertidal waters of San Pablo Bay, including demolition and disposal of eight concrete encased timber piles to facilitate project access from a barge.
Sacramento Service Center Protocol Surveys for Vernal Pool Branchiopods, PG&E, Sacramento County, CA
Permitted Biologist/Project Manager: Ms. Dewar performed wet season protocol surveys for vernal pool branchiopods on behalf of PG&E at an undeveloped 6-acre parcel of land at the Sacramento Service Center site in Sacramento, California. Two species of federally listed large vernal pool branchiopods have moderate potential to occur in the survey area: vernal pool fairy shrimp (Branchinecta lynchi), and vernal pool tadpole shrimp (Lepidurus packardi). Dry soil analysis and wet season surveys were conducted per the 2015 U.S. Fish and Wildlife Service Survey Guidelines for the Listed Large Branchiopods. California fairy shrimp (Linderiella occidentalis) were observed.
West of Devers Upgrade Project, SCE (Barnard Construction) Riverside and San Bernardino Counties, CA Project Manager/Restoration and Botany Lead. Ms. Dewar serves as project manager as a subconsultant to Barnard Construction for Southern California Edison’s (SCE’s) approximately 50-mile electric transmission line upgrade project. Pre-construction tasks included supporting preparation of the Integrated Weed Management Plan (IWMP), Habitat Restoration and Revegetation Plan (HRRP), Restoration Execution Plans, jurisdictional delineations, rare plant surveys, cactus and yucca mapping, and rare plant salvage. Ms. Dewar is currently overseeing rare plant salvage, restoration implementation, and long-term monitoring of completed restoration sites.
Tehachapi Renewable Transmission Project Restoration (Segments 6-11), SCE (ICF) Los Angeles County, CA
Seed and Plant Procurement Lead. The Tehachapi Renewable Transmission Project is a series of electrical transmission lines that deliver electricity from wind farms in the Tehachapi area to SCE customers and the California transmission grid. The project consisted of new and upgraded electric transmission lines and substations between eastern Kern County and San Bernardino County. Ms. Dewar was the Seed and Plant Procurement Lead for the project. She was responsible for development of management and work plans regarding seeding/planting implementation, coordination of seeding/planting activities, identification of efficiencies pertaining to minimizing the mobilization costs of the Restoration Contractor, and identification and resolution of planting material constraints.
Path 42 Reconductor Project, Riverside County, CA
Biological Project Manager and Lead Authorized Botanist. The Path 42 Reconductor Project involved reconductoring of approximately 15 miles of electric transmission lines on SCE’s existing right-of-way in Riverside County from Devers Substation to Mirage Substation. Ms. Dewar was the Biological Project Manager and conducted/oversaw pre-construction surveys in desert tortoise (Gopherus agassizii), Coachella Valley fringe-toed lizard (Uma inornata), Palm Springs pocket mouse (Perognathus longimembris bangsi), flat-tailed horned lizard (Phrynosoma mcallii), burrowing owl (Athene cunicularia), and Coachella Valley milk vetch (Astragalus lentiginosus var. coachellae) habitats.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 225 403
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Joseph Zilles, P.G. (CA)
Senior Geologist/Hydrogeologist
Mr. Zilles manages hydrogeologic projects throughout the United States and abroad. Mr. Zilles provides hydrogeologic evaluations, water supply assessments, pre-construction permitting (local and State), conducts well pumping tests, aquifer analysis and water quality investigations.
Responsibilities include project management, personnel management, preparing specifications, well site permitting, construction management, coordination of design implementation, geophysical log interpretation, and report preparation.
Selected Project Experience
HYDROGEOLOGIC ASSESSMENTS/WATER SUPPLY WELLS /
GROUNDWATER RECHARGE
Deep Monitoring Well Installation, Los Alamos National Laboratory, Los Alamos, New Mexico. Site geologist during the installation of regional monitoring wells 2 and 26. Provided oversight of drilling, logging and installation of 1,000 foot deep monitoring well and preliminary logging of soils recovered from continuous coring operations.
Groundwater Investigation, City of Hughson, Hughson, California. In order for the client to avoid a fine from the Regional Water Quality Control Board (RWQCB), Mr. Zilles re-wrote a long standing contentious workplan prepared by another consultant. Mr. Zilles has managed this project which included the tasks of sampling, analysis, and report preparation.
Groundwater Monitoring and Reporting, Delicato Family Vineyards, Manteca, California. Project Manager for the evaluation of the shallow groundwater quality and potential impacts due to wastewater application on site.
Additional components to the project include bioremediation pilot program.
Tasks include implementing a project schedule, budget development, groundwater monitoring and reporting program. Project parameters RWQCB Standards for Monitoring and Reporting.
Groundwater Monitoring and Reporting, McManis Family Vineyards, Ripon, California. Project Manager for the evaluation of the shallow groundwater quality and potential impacts due to wastewater storage on site.
Tasks include implementing a project schedule, budget development, groundwater monitoring and reporting program. Project parameters RWQCB Standards for Monitoring and Reporting.
City of San Leandro, Washington Manor Park Water Well, San Leandro, California. <DESIGN IN PROGRESS> Mr. Zilles is currently managing the well design of a new water supply well for the City of San Leandro. The Kleinfelder design team includes mechanical and electrical engineering preparing CADD plans for all above and below ground features including electrical and water main tie-in. Current scope also includes preparing the bidding specifications to be used by the City to secure a qualified drilling and general contractor(s) when construction begins.
Years of Experience
27 years
Education
BA, Geology, California State
University System:
Sacramento, California, 1998
Licensure
CA Professional Geologist
No. 7787 (exp 4/30/22)
Well Drillers C-57 (RME) No.
467252 CA
Training
Fundamentals of Professional
Practice, ASFE, 2006
ASCE Construction
Dewatering and Groundwater
Control Design and
Application, 2012
Professional Affiliations
National Ground Water
Association (member)
Groundwater Resource
Association, Sacramento
Branch (member)
American Water Works
Association
(member)
Association of State Dam
Safety Officials (member)
American Society of Civil
Engineers/EWB (member)
Central Valley Branch, Vice
President, 2010-2013
California Construction and
Industrial Materials
Association (member)
Publications
California Geology, 4th Edition
Summary of Managed Aquifer
Recharge Concepts, Star
Publishers, Menlo Park,
California. (Co-author)
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 226 404
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California State Fair and Exposition (Cal Expo) Well No 1A Design and Construction Project, Sacramento, California. Mr. Zilles managed the well design and construction of a new 16-inch diameter production well for the Cal Expo fairgrounds. Mr. Zilles managed the Kleinfelder design team CADD plans for all above and below ground features including electrical and water main tie-in and prepared the bidding specifications used to secure a qualified drilling contractor and provided project management/oversight during construction activities. The scope of work included overseeing the drilling a pilot hole to 360 feet, lithologic logging, geophysical survey interpretation, final well design, and production testing. Well production is 1,000 gpm with a specific capacity of 16 gpm/ft.
CALPINE Landslide mitigation and Dewatering System Design and Installation Project, Lake County, California. Mr. Zilles was part of a team of professional geologists and engineers tasked with assessing an active landslide upon which rested an active geothermal power plant since the 1980’s. Through a drilling exploration program and geologic investigation interpretation of soil and rock encountered beneath the power plant a detailed profile of fill material originating from an upslope cut overlying the Franciscan formation (metasandstone) and serpentinite was identified. Slope inclinometers were installed to aid in monitoring the activity of the slide (over 500,000 sqft area). Mr. Zilles designed a dewatering system consisting of thirteen dewatering wells, 100 feet deep to dewater the slide mass thereby decreasing hydrostatic pressure on the slide plane.
Hydrogeologic/Surface Water Infiltration Evaluation, Jaindl Land Company, Lower Macungie Township, Lehigh County, Pa. Mr. Zilles provided technical direction and evaluation of the proposed stormwater infiltration basins. Behind local project management, the infiltration analyses were performed for the proposed stormwater infiltration basin. The purpose of this infiltration investigation was to augment previous investigations to determine site suitability for infiltration. Due to site soil variability, and the relatively narrow target infiltration zone, a larger scale infiltration study was initiated to determine the long-term infiltration potential of the site and to gauge the potential for groundwater mounding. The supplemental investigation included performing two large-scale Pilot Infiltration Tests (PIT) in April 2014. Based on the results of the field investigation, it was determined that the Site was sufficiently suitable for large scale infiltration. The PIT results from both tests indicated that a design infiltration rate of 0. 6 inches/hour Basin D (for PIT 1) and 0.4 inches/hour for Basin A (PIT 2) should be used for the purposes of basin design.
Integrated Water Management Plan, Groundwater Recharge, South Stockton, California. Project Hydrogeologist and Project Manager responsible for preparing the IWMP for 3,800-acre multi-use development.
The IWMP included an assessment of non-potable water demand and supply, groundwater level and quality assessments, installation of monitoring wells, deep aquifer analysis, groundwater modeling, and preparing a longterm monitoring plan for the implementation of a groundwater recharge program.
Water Supply Assessment, California Flats Energy Project, Central, California. Mr. Zilles conducted a water supply assessment in a challenging Central California arid region covering approximately 151,000 acres. In this water supply assessment, the standard approach of estimating precipitation, evaporation, run-off, and underflow was used in conjunction with spatial climatic GIS data analyses. The results of this innovative analysis differentiated precipitation levels per elevation within the watershed and provided a quantitative evaluation of water that could be available for groundwater recharge originating in the upper watershed not previously shown. Additionally, a constant rate pumping test was conducted using an existing high production well on site to assess groundwater drawdown in a pumping well and model the radial impacts on surrounding wells in the basin.
Water Supply Assessment, Catalina Wind Energy Project, Antelope Valley, California. Mr. Zilles conducted a water supply assessment in a very challenging arid Mohave Desert region over 27,000 acres. In this water supply assessment, the standard approach of estimating precipitation, evaporation, run-off, and underflow was used in conjunction with innovative spatial climatic GIS data analyses. The results of this innovative analysis differentiated precipitation levels per elevation within the watershed and provided a quantitative evaluation of water that could be available for groundwater recharge originating in the upper watershed not previously shown. Additional services included aquifer testing of water supply wells, radial impacts analysis, and groundwater modeling.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 227 405
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Integrated Water Management Plan, Groundwater Recharge, North Stockton, California. Project Hydrogeologist responsible for preparing the IWMP for 538-acre residential development. The IWMP addressed the use and management of all water for the project and included an assessment of the water demand and supply, groundwater level and quality, development of a stream bed infiltration gallery.
City of Clovis, Municipal Test Well (Dewitt and Santa Ana Avenues). Mr. Zilles managed the installation of a new test well for the City of Clovis. The project included providing specifications in order to secure a qualified drilling subcontractor. The scope of the test well included drilling to a depth of 620 feet, evaluating the geophysical log for zone testing, coordinating multiple (5) zone tests of water bearing zones, coordinating laboratory analyses, and preparing a technical report for use in preliminary design of the new municipal well.
Del Monte Foods Industrial Well #5, Hanford California. Mr. Zilles managed the well design and construction of a new production well for Del Monte Foods. Mr. Zilles prepared the bidding specifications used to secure a qualified drilling contractor and provided project management/oversight during construction activities. The scope of work included overseeing the drilling a pilot hole to 1,500 feet, lithologic logging, geophysical survey interpretation, zone testing, well design, and production testing. Well production was 1,500 gpm.
City of Salem New Jersey, Emergency Water Supply Well. Mr. Zilles and team provided a high level of hydrogeologic expertise for the City of Salem, New Jersey. The city was in need of an emergency water supply well and Kleinfelder provided, under Mr. Zilles’ direction, well drilling, construction, and testing specifications for a new well 283 feet deep. The specifications included bidding detail, construction management, and the installation of two monitoring wells (310 and 320 feet). Under high scrutiny from the State of New Jersey, the new well and was installed on time and has been performing as planned. Five Weeks after operation of the well began we received the following information form the client: “…the well has been operating continuously for over 5 weeks now at a pumping rate of about 250 gpm, which has achieved the goal of allowing the City to meet demand without the use of surface water. As a result, there have been no T&O complaints.” – Fred Mucci – City of Salem.
City of Fresno, Renewal and Replacement Project. Kleinfelder supported the Akel Engineering team and the City of Fresno, California, in developing a low-cost maintenance strategy for its 240 active groundwater wells using the principles of asset management. The plan balanced multiple levels of service including water quality, environmental compliance, emergency preparedness and reliability, and overall asset portfolio risk.
The team assessed the anticipated performance of wells in achieving the city's identified objectives - energy efficiency, water quality, and reliability - using an adaptable optimization model, Kleinfelder identified the set of Fresno's groundwater wells within each service area that could effectively address three objectives, in aggregate, while providing the necessary quantity of drinking water to meet demand. Kleinfelder consolidated and updated multiple datasets, created key performance indicators and analyzed performance against those models, developed visualizations of the results using ArcGIS and Power BI dashboards, and summarized the findings and recommendations in a clear and defensible capital improvement plan that balances multiple goals related to water quality, energy efficiency, and asset risk.
Water Supply Well Assessment, Permitting, and Rehabilitation, University of California, Davis Medical Center, Sacramento, California. Kleinfelder prepared the specifications for assessing and rehabilitating two of the campus wells and coordinated all subcontractor activities and discharge permitting through multiple agencies including the City, County, and the State. Kleinfelder’s assessment and rehabilitation strategy included prerehabilitation video inspection, rehabilitation with brushing, swage patch of an identified hole in the casing and post repair video inspection. Our data evaluation showed only a brushing and patch was needed, saving the UCDMC the cost of replacing the well.
City of Sacramento, Well Evaluation/Rehabilitation (20 wells), North Beach and Sump 132, Sacramento, California
The City of Sacramento maintains 50 pressure relief wells at the North Beach levee site and 10 pressure relief wells at the Sump 132 location. Kleinfelder provided well inspection and testing services which included the assessment DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 228 406
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of the well surface conditions, down-well video inspection, and pumping test (20-200 gpm) to assess each wells specific capacity.
Los Angeles County, Acton Well No. 37-5, Water Supply Well Consulting Services. Mr. Zilles provided a high level of service for the development of a new groundwater supply well in Acton, California. Working with Los Angeles County and under the supervision and project management of Mr. Zilles, Kleinfelder assisted the County to prepare detailed well drilling specifications, conducted a pre-bid construction meeting, responded to Requests for Information (RFI), and select a drilling contractor. Kleinfelder’s future scope also includes field oversight and logging during drilling of the pilot bore, geophysical log interpretation, zone testing for water quality, final well design, and production test analysis to assist the County in determining the specific capacity, transmissivity, and well efficiency.
Los Angeles Department of Water and Power (LADWP), Van Norman Complex Test Well Assessment. Mr.
Zilles provided high level technical support to LADWP to re-develop and test two deep 1,400-foot artesian groundwater exploration/supply wells located at the Van Norman Complex. Both wells, each with seven screen intervals, have been re-developed and short-term pumping tests performed. Kleinfelder was tasked to prepare well re-development and aquifer testing work plans and technical memorandums; and oversee the pre- and postdevelopment video inspections, re-development tasks which included high pressure rotational jetting, dual swab isolation air-lifting, and pumping; and spinner flow tests. The upcoming long-term aquifer testing will include isolation packer installations and pumping for several months to evaluate for potential groundwater supply. Kleinfelder is assisting LADWP procure Line-shaft turbine pumps based on our analysis for each well. The information is anticipated to provide the basis for a regional 3D numerical model to fully evaluate water-supply potential in the area.
Tracy Cemetery District Well, Tracy, California. Mr. Zilles has managed the bidding, specifications preparation and oversight for the drilling and installation of a new water supply well for the Tracy Cemetery District, Tracy, California. Additional technical services include, geophysical log interpretation, well screen and filter pack design, water quality testing and final production testing. The well is 500 feet deep and is planned to produce up to 350 gpm.
Water Supply Assessment, Well Design/Construction Specifications and Construction Management, California Flats Energy Project, Central, California. Mr. Zilles conducted a water supply assessment in a challenging Central California arid region covering approximately 151,000 acres. In this water supply assessment, the standard approach of estimating precipitation, evaporation, run-off, and underflow was used in conjunction with spatial climatic GIS data analyses. The results of this innovative analysis differentiated precipitation levels per elevation within the watershed and provided a quantitative evaluation of water that could be available for groundwater recharge originating in the upper watershed not previously shown. Additionally, a constant rate pumping test was conducted using an existing high production well on site to assess groundwater drawdown in a pumping well and model the radial impacts on surrounding wells in the basin. Mr. Zilles provided well design and construction specifications for two new wells being developed for this project and will oversee construction of the new wells.
City of Modesto, On-Call Hydrogeologic Services. Mr. Zilles managed the on-call contract for hydrogeologic services at the City of Modesto. Services Kleinfelder was chosen to provide to the City include water well installation, specifications preparation, monitoring well installation, groundwater modeling, groundwater recharge evaluations, and general City support as part of the Groundwater Sustainability Agency.
Fresno County, On-Call Water Resource Services. Mr. Zilles managed the on-call contract for water resource services at Fresno County. Services Kleinfelder was chosen to provide to the County include water treatment, infrastructure pipeline evaluations, surface water evaluations, water well installation, specifications preparation, monitoring well installation, groundwater modeling, and groundwater recharge evaluations.
Commercial Water Supply Well, Bogle Winery, Clarksburg, California. Mr. Zilles managed the well design and construction of a new production well for the Bogle Vineyards winery facility. Mr. Zilles prepared the bidding DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 229 407
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specifications used to secure a qualified drilling contractor and provided project management/oversight during construction activities. The scope of the included overseeing the drilling a pilot hole to 1,500 feet, lithologic interpretation and logging, geophysical survey interpretation for design, zone testing, well design, and production testing. Well production was >500 gpm.
City of Vista, Brengle Terrace Park Well, Vista, California. Mr. Zilles managed the well drilling project for the City of Vista (2015-2016). Mr. Zilles prepared the bidding specifications used to secure a qualified drilling contractor and managed the construction oversight during drilling activities. The scope included drilling a pilot hole to 856 feet and providing technical analysis of geologic conditions encountered which included a thick shallow layer of sapprolite and deeper fractured gabbro bedrock. “Kleinfelder was responsive to our needs and executed the project in a very collaborative / professional manner. Their expertise and thorough review of available information of the project area revealed potential issues not previously considered. Throughout the project, as new information or challenges occurred, Kleinfelder was quick to revise their recommendations when needed to meet the project site conditions and goals which resulted in a successful project”. Skip Hammann - City of Vista City of San Diego Well ECPW-2 Hydrogeologic Evaluation, Lakeside, California. Mr. Zilles was the Technical Lead providing technical well construction and testing specifications for the development of a new groundwater resource in fractured bedrock. The scope of services included the implementation of a phase/step approach to include engineering efforts to confirm well production capacity, ground water quality, and preparation of the implementation documents, including design plans and specifications, and engineering support during well construction activities. The geologic setting for the new well is in the granitic rocks of the region in which flow occurs within the fractures of the rock. The drilling depth is anticipated to be approximately 1,000 feet and include a full suite of analytical tools to best engineer the new water supply well such as advanced geophysics and flow estimations.
Commercial Well Siting Study, Sonoma County, California. Mr. Zilles was the technical lead providing the evaluation of two sites over several hundred acres for the development of a groundwater resource. Scope included reviewing technical data from state and federal sources, development of evaluation criteria such as geologic setting, infrastructure, water quality, and costs; and providing recommendations for the development of a groundwater well.
City of Modesto, Test Well Program. Mr. Zilles managed several test well operations for the City of Modesto (2015-2016). Mr. Zilles prepared the specifications, secured a qualified drilling contractor and has provided oversight during pre-construction activities. The scope of the test well program has included thus far included drilling three test wells to depths of 600 feet, zone testing of water bearing zones, providing technical analysis geophysical logging, and preparing preliminary well designs.
City of Manteca, Test Well Program. Mr. Zilles managed the test well program for the City of Manteca (2014- 2015). Mr. Zilles prepared the bidding specifications used to secure a qualified drilling contractor and has provided oversight during pre-construction activities. The scope of the test well program includes drilling three test wells to depths of 400 feet, zone testing of water bearing zones, and providing technical analysis geophysical logging. Water blending analyses, and preliminary well design.
Water Supply Well, Travis Air Force Base, California. Under the project management of Mr. Joe Zilles, Kleinfelder provided a high-level review of the existing groundwater pumping model for the Travis Air Force Base well field and simulated (with use of a computer model) the addition of a new well and the drawdown and radial impacts to the existing well field in several scenarios. Based on the optimum placement of a new well Mr. Zilles prepared bid specifications and schematics in accordance with Unified Facilities Guide Specifications (Federal Guidelines) for the installation of a 16-inch diameter water supply well approximately 1,000 feet deep with a pumping capacity of 1,000 gpm. Design features included multiple screen zones, dielectric pipe section couplers, and a compression section.
Water Supply Well, Sonoma County Agricultural Land Preservation and Open Space District, Sonoma County, California. Prepared bid specifications and managed site construction activities which included pilot hole drilling, logging, construction, quality control and production testing. Mr. Zilles coordinated weekly progress meetings, reviewed sub-contractor submittals and provided construction schedule. Depth 380 feet, yield >300 gpm.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 230 408
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Client Rep quote: “Thanks so much for all your help—it’s been great to work with you.” - Kathleen Marsh – Sonoma County Agricultural Preservation and Open Space District.
Deep Monitoring Well Installation, Los Alamos National Laboratory, Los Alamos, New Mexico. Site geologist during the installation of regional monitoring wells 2 and 26. Provided oversight of drilling, logging and installation of 1,000 foot deep monitoring well and preliminary logging of soils recovered from continuous coring operations.
City of Lincoln, Municipal Water Supply Well, Lincoln, California. Mr. Zilles conducted the lithologic logging during drilling operations and oversaw several key component issues during well construction to include the development and testing of the new 300 foot deep well.
City of Concord Parks Department, Concord, California. Site geologist responsible for drilling oversight and elogging of new Park irrigation well. In-situ testing of formations via the pilot hole allowed Kleinfelder to reduce potential for anomalous boron concentrations in well, in area of known high boron concentrations. Eight-inch diameter casing and screen was installed to about 300 feet, yielding about 80 gallons per minute, or twice desired amount. This work saved the City about $30,000 to connect to a local water line.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 231 409
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PUBLICATIONS AND PRESENTATIONS
Joe Zilles, P.G. No. 7787 (CA)
California Geology, 4th Edition, Summary of Managed Aquifer Recharge Concepts, Star Publishers, Menlo Park, California. (Co-author), 2017.
Career Pathways: Professional Geologist Licensure Requirements, and Strategies for Success in Environmental & Engineering Geology Jobs, Geological Society of America, Webinar April 29, 2020.
Pressure Relief Wells Operations and Maintenance, Geotechnical Levee Group Meeting, U.S. Army Corps of Engineers, Sacramento District, June 11, 2018.
Managed Aquifer Recharge, Concepts and Implementation, Groundwater Resource Association/Association of Engineering Geologists, Sacramento Section, June 20, 2017.
Well Siting Evaluations, An Engineering Perspective, RemTEC Summit/National Driller Conference, Denver, CO, 2017.
Water Supply Project, Spring Box Construction, Shissasari, Kenya, Engineers Without Borders. American Society of Civil Engineers, Central Valley Branch, Stockton, CA, 2015.
The Sustainable Groundwater Management Act, and What it Means to the Aggregate Mining Industry, California Construction and Industrial Materials Association, Monterey, CA, 2015.
Water Supply Assessments in Arid Environments, California Construction and Industrial Materials Association, San Diego, CA, 2014.
Water Supply Assessments, Poster Presentation, Association for Environmental Health and Sciences, Annual Conference, San Diego, CA, 2013.
Water Supply Assessment in Arid Environments, As Innovative Weather Data/GIS Approach – Solution Oriented, 26th Professional Development and Technical Training Seminar, Denver, Colorado, February 22-23, 2012.
Construction Dewatering, Dewatering the Delta, Delta Water Supply Pipeline Project, 26th Professional Development and Technical Training Seminar, Denver, Colorado, February 22-23, 2012.
Water Supply Assessments, An Innovative Approach, Association of Environmental and Engineering Geologists, 2012 Annual Meeting Salt Lake City, UT, September 2012.
Well Construction Management and Rehabilitation Work Shop, Santa Rosa, 2007.
Well Construction Management and Rehabilitation Work Shop, Sacramento, 2007.
Water Supply Assessment in California, Senate Bills 610 and 221, Association of Environmental Professionals, Bay Area Chapter, Cotati, California, 2007.
Water Supply Assessment in California, Senate Bills 610 and 221, Kleinfelder Inc. 21st Professional Development and Technical Training Seminar, Los Angeles, California, March 23-24, 2007.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 232 410
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Kleinfelder | 1
Erin Abendroth
Staff Geologist
Ms. Abendroth has experience in field sampling and logging for hazardous materials such as lead and asbestos containing materials. She is responsible for conducting environmental and geotechnical investigations and preparing reports. She has been involved on a multidisciplinary design team to complete project tasks for local electrical utility providers and flood control agencies. Her problem-solving abilities make her an asset to the project team.
Selected Project Experience
CEMEX West Sacramento Phase 1 ESA, West Sacramento, California, From January 8, 2024 To February 9, 2024
Conducted an environmental assessment of a former cement terminal located in an industrial area of West Sacramento. The investigation included review of the site history and associated documents from regulatory agencies, as well as an in-depth investigation of potential environmental impacts resulting from the presence of several bulk fuel terminals located at adjacent properties. This assessment supported environmental due diligence prior to a potential sale of the property.
Smith Canal Gate Stop Logs Phase I ESA, Stockton, California, From December 11, 2023 To January 12, 2024
Conducted an environmental assessment of a former industrial facility located in the Port of Stockton. The investigation included an in-depth review of previous investigations, risk assessments, and regulatory letters. This assessment supported the development of a conceptual site model as well as soil characterization sampling and analysis for the purpose of risk management prior to a large infrastructure improvement project. All on-site work was coordinated with the property owner to minimize impacts to site operations.
Montlake IG Paving, Phase I Environmental Site Assessment, Sacramento, CA. , From 03/2023 To 03/2023 Staff Geologist. Performed initial site walk, recorded detailed notes of observations, and compiled photographs into a photo log.
Costco, Soil Cleanup for Proposed Costco Warehouse, Loomis, CA, From 03/2023 To 04/2023 Staff Geologist. Pre-field and field activities associated with the excavation and disposal of lead and arsenic contaminated soils prior to construction activities. Oversaw excavation activities of four areas of known soil contamination and monitored immediate area for fugitive dust. Completed confirmation sampling of excavation sidewalls and bottom. Sampled resultant soil stockpiles for the purpose of disposal profiling.
Sacramento Area Flood Control Agency, Sacramento, California, From December 5, 2022 To December 16, 2022
Safely conducted above-water work which included the use of small, motorized boats and a barge-mounted drill rig to collect lake-bottom soil samples from a private 60-acre lake. Other tasks included health and safety plan preparation and communication of daily progress updates to the project management team.
Private Client, From 10/28/22 To 11/22/22
Conducted historical research, prepared conceptual site model and draft of the work plan discussing sampling plan, sample collection methods, laboratory testing, comparison of data against screening levels to assess historical agricultural airstrip.
Kleinfelder Lab, Rancho Cordova, CA, From 10/10/2022 To Present Completed geotechnical sample analyses including extracting samples from Shelby tubes, measuring sample dimensions and weights, and preparing samples prior to oven-drying. Additional lab experience includes performing sieve analyses.
SMUD, Sacramento, CA, From 10/10/2022 To Present
As part of an on-call contract, completed soil sampling and waste characterization profiling for various utility improvement projects. Conducted pre-field planning activities such as: preparing health and safety plans (HASPs), utility clearance marking, coordinating with subcontractors, planning activities for fieldwork. Experience collecting soil samples from stockpiles and pre-characterization soil borings. Analyzed data, completed data reports that compared date to various screening levels.
Years of Experience
1 years
Education
Bachelors, Geology,
University of California,
Riverside, 2016
Masters, Geology, California
State University, Sacramento,
2022
Certifications
8-Hour HAZWOPER
Refresher
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 233 411
RESUME
Kleinfelder | 1
Lisa Achter
Senior Biologist and Project Manager
Lisa Achter is a wildlife biologist and project manager with over 17 years’ experience in several ecological fields within California and Nevada, specializing in conducting habitat assessments, general and focused biological surveys, and trapping and relocation studies for a number of special-status and common wildlife species. She has managed multiple projects and led field crews projects with varying degrees of complexity in large- and small-scale settings. In addition to writing numerous biological sections of environmental impact reports (EIR), USFWS Biological Assessments (BA), Biological Technical Reports (BTR), Natural Environment Studies (NES), Initial Studies (IS) and Mitigated Negative Declarations (MND) and other survey and analysis reports and documentation, she is familiar with environmental laws and regulations to include the California Environmental Quality Act (CEQA), National Environmental Policy Act (NEPA), state and federal Endangered Species Acts (CESA and ESA), federal Migratory Bird Treaty Act (MBTA), and the California Fish and Game Code. She also develops permitting strategies under the federal Clean Water Act (Sections 404 and Section 401) and California Department of Fish and Wildlife (CDFW) Lake and Streambed Alteration Agreements (1600).
Ms. Achter regularly provides senior review and direction for field surveys and the documents listed above, and develops mitigation and avoidance techniques for vernal pool and wetland communities and special-status plant and wildlife species.
Selected Project Experience
Travis Air Force Base – Taxiway November and Ramp 400 Repair Project, Solano County, California.
Serves as the lead biologist and project manager for a runway repair project at Travis AFB. Ensures compliance with environmental documents and permits to avoid impacts to California tiger salamander, special-status plants and wetlands.
Altamont Landfill Resource Recovery Facility, Fill Area 2 Expansion Project, Livermore, Alameda County, CA.
Manages a long-term project involving compliance with state and federal agency issued permits and MMP. Performs biological tasks including preconstruction biological surveys to determine the presence of special-status species including CTS, CRLF, American badger, San Joaquin kit fox, and burrowing owl. Performs CTS salvage operations for development of ponds within the landfill. Conducted annual botanical and wetland surveys and general biological reconnaissance surveys, as well as periodic construction monitoring.
California Tiger Salamander Salvage and Relocation, Potrero Hills Landfill Expansion Project, Fairfield, Solano County, CA.
Managed a long-term project involving trapping and relocation of the state and federally threatened California tiger salamander. Managed scheduling and supply inventory, as well as trap checking and processing (weighing and measuring) captured CTS. Ensured long-term compliance with project permits and the Mitigation and Monitoring Program (MMP), participated in egg surveys, larval sampling, trained staff and helped maintain project site, while adjusting success criteria as necessary.
Napa County Major Structures, Yountville Cross Road Bridge Repair Project, Napa County, CA.
Conducted a biological constraints analyses and prepared a subsequent Natural Environment Study (Minimal Impacts) for a bridge repair project over the Napa River in Napa County. Determined impacts to special-status bird, reptile and amphibian species, as well as NMFS Essential Fish Habitat and listed species.
Napa County Storm Repair Projects, Napa County, CA.
Serves as project manager and conducts biological constraints analyses for several sites within Napa County to determine constraints related to repairs on roads and culverts that were damaged during an earthquake in 2014 and winter storms in 2017-2023. Drafts state and federal permits for development impacts to wetlands and waters under the jurisdiction of ACOE, CDFW, and RWQCB. Serves as a biological monitor during construction where Years of Experience
17 years
Education
Bachelors; Wildlife Management &
Conservation, Humboldt State
University, Arcata, CA, 2007
Certifications and Affiliations
• USFWS Giant Gartersnake and
California Tiger Salamander
Recovery Permit, No. TE-05665B-2
• CDFW Giant Gartersnake and
California Tiger Salamander
Scientific Collection Permit (SCP)
and Memorandum of
Understanding (MOU), No. SC12693
• Wetland Delineation Training
• The Wildlife Society (Western
Section and Sac-Shasta Chapter,
2013-Present)
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 234 412
RESUME
Kleinfelder | 2
special-status species could be present, performs roosting bat surveys, coordinates and provides protocol-level northern spotted owl surveys, provides environmental trainings to crews.
Beale Air Force Base Tricolored Blackbird Habitat Restoration Plan, Yuba County, CA.
Prepared a draft NEPA environmental assessment to determine constraints to and potential impacts of restoring habitat for tricolored blackbird at Beale Air Force Base.
Grizzly Forebay Access Project, PG&E, Plumas County, CA Performed protocol-level California spotted owl surveys in the vicinity of a dam site prior to repair work on the dam.
Organized field crews to assist with surveys and oversaw safety call in/out with PG&E. Prepared summary reports at the conclusion of surveys.
Renewable Properties LLC, Multiple Small-Scale Solar Projects, throughout California.
Performs biological resource assessments on multiple small-scale solar projects throughout California. Assists with the development of mitigation measures to avoid impacts to special-status species and sensitive habitats. Prepares responses to comments and works with the client and federal and state agencies to develop permitting strategies.
Newell Creek Dam Outlet Conduit Replacement, City of Santa Cruz, Santa Cruz County, California.
Conducted a biological constraints analysis for a dam repair project and prepared a biological technical report detailing the results of the analysis. Determined potential impacts to special-status avian and amphibian species and developed mitigation strategies for avoidance.
Calaveras County, Jenny Lind Wastewater Treatment Plant Pretreatment Upgrades Project, Valley Springs, CA.
Performed a BRA of a wastewater treatment plant to determine potential constraints to plant upgrades related to biological resources and aquatic features potentially under jurisdiction of USACE, CDFW, and RWQCB. Prepared a BTR and conducted a habitat assessment for Sierra Nevada yellow-legged frog (Rana sierra, SNYLF), California red-legged frog (Rana draytonii, CRLF), and western pond turtle, and performed a preconstruction nesting bird survey. Prepared and presented a Worker Environmental Awareness Training (WEAT).
Ponderosa West Grass Valley Defense Zone Extension Project, Nevada County, California.
Conducted a biological constraints analysis of several parcels included in a fuels reduction project to support a NEPA EA. Developed a mitigation strategy minimize impacts to special-status plant and wildlife species.
Bolinas Community Land Trust, Ranchworkers Co-Housing Project, Marin County, CA.
Conducted a biological constraints analysis for a site in Bolinas to determine constraints related to development of an affordable housing community. Performed a jurisdictional delineation to define the boundaries of wetlands and waters on the site that could potentially be under the jurisdiction of ACOE, CDFW and RWQCB.
Estero Public Trail Easement, Sonoma County Parks and Recreation, Bodega Bay, CA.
Conducted a BRA to determine potential constraints to development of the property related to special-status species and aquatic features potentially under the jurisdiction of USACE, CDFW, and RWQCB. A BTR was prepared that included habitat suitability for special-status species, potentially jurisdictional waters found on site, and constraints to development regarding CEQA, CESA, and MBTA. Performed surveys for and positively identified CRLF.
Alameda Whipsnake and California Tiger Salamander Habitat Assessment, Moore Biological Consultants, Alameda County, CA.
Conducted a habitat assessment on a private parcel to determine habitat suitability for Alameda whipsnake and CTS. Prepared a BRA to document the findings of the assessment and potential biological constraints due to development of the parcel.
Biological Resources Assessment for the Copeland Creek Detention Basin and Trail Project, Rohnert Park, Sonoma County, CA.
Assessed a property in Sonoma County to determine potential biological resources on the site that could pose constraints to development of a detention basin and public trail. A BTR was prepared that included habitat suitability for special-status species, potentially jurisdictional waters found on site, and constraints to development regarding CEQA, CESA, and MBTA. Positively identified burrowing owls on the site.
NorCal Self Storages, Napa Airport Self Storage Project, Napa, CA.
Conducted a BRA of a parcel in Napa County to determine potential constraints to development of the property. A BTR was prepared that included habitat suitability for special-status species, potentially jurisdictional waters found on site and constraints to development regarding CEQA, CESA, and the MBTA. Performed subsequent preconstruction nesting bird surveys.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 235 413
RESUME
Kleinfelder | 1
Jordan Annand
Mr. Annand has served as a responsible staff level geologist of geologic & hydrogeologic investigations for many projects throughout California. Some of his experience includes: writing geohazard reports and geologic sections of technical reports; borehole/test pit logging; soil/rock classification; dewatering/monitoring well installations; well rehabilitation; pump testing; aquifer analysis; groundwater and surface water monitoring/sampling; Phase II site assessments, lab testing soils; and construction observation, testing, and inspection.
Select Project Experience:
Bogle Vineyards Groundwater Monitoring, Clarksburg, CA
Prepared quarterly groundwater monitoring reports assessing the groundwater quality near the process wastewater land application area (LAA) in accordance with Waste Discharge Requirements (WDR). Responsible for the field preparation and field groundwater sample collection, analytical data analysis, groundwater elevation and groundwater flow direction determination, project reporting and creation of data tables, charts, and appendices.
California Natural Products, Lathrop, CA
Responsible for the field preparation and field groundwater sample collection, analytical data analysis, groundwater elevation and groundwater flow direction determination, project reporting and creation of data tables, charts, and appendices.
City of Sacramento: Relief Well Rehabilitation and Pump Testing, Sacramento, CA
Provided hydrogeologic services and oversite during the rehabilitation of relief wells for the City of Sacramento. Oversaw pre/post well rehab downhole videos, well rehabilitation, turbidity monitoring, sand content monitoring, pumping test oversite. Coordinated field activities with subcontractors and assisted with data analysis, video review, report writing, and other project deliverables.
California Rice Commission, Colusa County, CA
Conducted surface and groundwater water sampling to assess water quality in accordance with Rice Waste Discharge Requirements (Rice WDR) Program, the Rice Pesticide Program (RPP), and Rice Groundwater Trend Monitoring Program. Responsible for the field preparation and field surface and groundwater sample collection, measurement of water column and flow metering, analytical data analysis, project reporting and creation of data tables, charts, and appendices.
Buena Vista Rancheria, Ione, CA
Oversaw pre/post well rehab downhole videos, well rehabilitation, turbidity monitoring, sand content monitoring, pumping test oversite. Coordinated field activities with subcontractors and assisted with data analysis, video review, report writing, and other project deliverables. Responsible for the field preparation and field groundwater sample collection.
Sun Dry Products, Vernalis, CA
Provided environmental services and oversite of a site remediation project in Vernalis, California. Oversaw the drilling and excavation of contaminated soil and obtained soil samples for laboratory analysis.
Years of Experience
7 years
Education
BS Geology, California State
University Stanislaus, Turlock,
CA, 2017
Registrations
CA Geologist-In-Training
(GIT)
Certifications
40-Hour HAZWOPER
30-Hour Construction Safety,
No. 21-602052157
8-Hour HAZWOPER
Refresher, Kleinfelder
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 236 414
RESUME
Kleinfelder | 1
Darryl Berberi-Hill, P.G (CA)
Mr. Berberi-Hill is a geologist with 11 years of experience working on hydrogeologic, geotechnical, and environmental projects. His project experience ranges in size from multi-year, hydrogeologic and environmental investigations of abandoned mine sites, to large scale geotechnical levee assessments, to small-scale pre-construction geotechnical assessments. Mr. Berberi-Hill's focus has been on a combination of hydrogeologic characterization (groundwater quality data evaluations, flow direction, gradient, storage, recovery, and general drinking water quality), and subsurface geotechnical investigations for levee assessments and roadway transportation improvements. Mr. Berberi-Hill is experienced in applying multiple groundwater sampling techniques to address the unique conditions of various sites. He is also experienced in applying mud rotary, air rotary, sonic, hollow stem auger, direct-push, and cone penetrometer testing drilling techniques to various groundwater and geotechnical investigations.
Select Project Experience:
Mission Bell Winery, Constellation Brands, Inc. Madera CA Assist client in update of Record of Waste Discharge permit through conduct thorough groundwater quality assessment. Assessment included review of historical groundwater and wastewater analytical data, as well as historical groundwater elevations. Statistical analyses performed to determine significance of increasing or decreasing trends in groundwater analytical data.
Produced a report showing findings of groundwater quality assessment including relative to wastewater discharge analytical data, including recommendations for adjustments and expansion of current monitoring well network.
Confidential Mine Superfund Site, EPA Region 9, Lyon County, NV Task lead for preparation of quarterly and annual sitewide groundwater and domestic well monitoring reports for monitoring well network of over 300 wells. Reporting included a six-step groundwater quality data evaluation where statistical analyses were applied to current and historic groundwater data identify statistically significant increasing or decreasing trends in select analytes. The data evaluation included screening for potential outside influences (primarily agricultural) to groundwater quality on site. Field lead for multiple remedial investigation activities including quarterly groundwater monitoring, domestic well sampling and Pit Lake surface water sampling efforts, waste rock pile drilling, sampling, logging, etc.
Confidential Mine Superfund Site, EPA Region 9, Alpine County, CA, From 2016 To 2022 Worked as a member of a Remedial Investigation project team. Provided oversight of monitoring well installation using sonic drilling technology as well as development and sampling of installed wells. Performed aquifer “slug” testing using pneumatic and conventional methods on monitoring wells. Task lead for collection and management of sitewide water level data collected with transducers. Conducted surface water quality monitoring and sampling upstream and downstream of the site. Applied Field Portable X-Ray Fluorescence technology to onsite and offsite soil sampling events to establish naturally occurring background levels of various elements. Assisted in onsite and offsite characterization of contamination footprint due to historic mining activities.
Woodbridge Winery Groundwater Monitoring, Acampo, CA
Draft quarterly groundwater monitoring report to ensure client is in compliance with waste discharge requirements set forth by the Central Valley Regional Quality Control Board. Responsible for field preparation and execution of groundwater sample collection, analytical data analysis, groundwater elevation and groundwater flow direction determination, production of text and appropriate table, charts, and appendices.
California Natural Products, Lathrop, CA
Draft quarterly groundwater monitoring report to ensure client is in compliance with waste discharge requirements set forth by the Central Valley Regional Quality Control Board. Responsible for groundwater sample collection, analytical data analysis, groundwater elevation and groundwater flow direction determination, production of text and appropriate table, charts, and appendices.
Years of Experience
11 years
Education
Bachelors, Geology,
University of California, Davis,
CA, 2013
Registrations
CA Professional Geologist
(PG), No. 9772
Certifications
40-Hour HAZWOPER
8-Hour Supervisor Training,
No. 16502737
24-Hour New Miner Training
Certificate
CPR & First Aid
8-Hour HAZWOPER
Refresher, Kleinfelder
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 237 415
RESUME
Kleinfelder | 2
Oakwood Lake Groundwater Monitoring Report, Stockton, CA Draft quarterly groundwater monitoring report to ensure client is in compliance with waste discharge requirements set forth by the Central Valley Regional Quality Control Board. Responsible for analytical data analysis, groundwater elevation and groundwater flow direction determination, production of text and appropriate table, charts, and appendices.
Bogle Vineyards, Clarksburg, CA
Quarterly groundwater monitoring and reporting to ensure client is in compliance with waste discharge requirements set forth by the Central Valley Regional Quality Control Board. Responsibilities include groundwater sample collection, groundwater laboratory data evaluation, and production of quarterly groundwater monitoring reports.
Perchlorate Investigation and Remediation, Confidential Client, Morgan Hill, CA Lead field geologist responsible for oversight of direct push Cone Penetrometer Testing (CPT) investigation.
Determined the lateral and vertical extent of multiple aquifers that extend downgradient of the site. Groundwater sample collection adapted from Hydropunch™ sampling techniques was used to characterize the lateral extent of perchlorate migration.
Regulatory Review Environmental Support Services, Confidential Client, Chico, CA Responsible for field preparation, coordination, and execution of quarterly groundwater monitoring, well gauging, and groundwater sampling. Regulatory review and litigation-related environmental support services for former industrial building products manufacturer. Services include subsurface characterization, groundwater quality testing and sampling pertaining to characterizing the extent of a groundwater plume impacted by the historic disposal of solvents (PCE and TCE).
Resource Conservation and Recovery Act Power Plant Investigation, Confidential Client, Antioch, CA Lead geologist responsible for field oversight and direction of site investigation activities, including advancing soil borings, soil and grab groundwater sample collection, monitoring well installation, and lithologic identification and soil logging.
Air Force Civil Engineer Center, Castle Air Force Base, Atwater, CA Assisted in site investigation of potential per- and polyfluorinated alkyl substance (PFAS) releases at multiple areas throughout the site due to historical use of aqueous film forming foam (AFFF) for fire suppression activities. Provided oversight for drilling activities including continual logging of soil cores and collection of grab groundwater samples.
Applied strict sampling techniques to account for low detection levels while seeking to prevent cross contamination of groundwater samples due to prevalent use of PFAS in common products such as clothing, equipment, and personal hygiene products.
Bear River Supply Inc, Yuba City, CA
Assisted in development and execution of environmental site investigation for ~5,000-gallon spill of U-32 agricultural fertilizer which resulted from a ruptured above ground storage tank. Responsibilities included workplan development, fieldwork coordination and for multiple soil sample collection events, data processing, interpretation and plume delineation of nitrate-impacted soils.
Newark Sierra Paperboard Facility, Caraustar, Stockton, CA Field Lead for semi-annual groundwater sampling event to address diesel and TCE-impacted subsurface and groundwater underlying the facility. Provided drilling oversight and conducted groundwater sampling for additional field investigation to determine lateral extent of contamination and possible off-site plume migration.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 238 416
RESUME
Kleinfelder | 1
Nicole Carpenter
Biologist
Ms. Carpenter is a Biologist with experience in native plant restoration and botanical field work in California. She has experience with botanical surveys and working with plant communities in the northern Sierra Nevada mountain range.
She has assisted in restoration planning and monitoring, rare plant surveys, invasive plant surveys and monitoring, and biodiversity monitoring.
Selected Project Experience
Lakeville-Ignacio Emergency Tower Repair, PG&E, Sonoma County Monitored construction activities of a transmission tower repair in tidal marsh habitat for salt marsh harvest mouse, Ridgway's rail, and California black rail.
PG&E Vegetation Management, Sierra and North Valley Regions Provide land planning support for proposed vegetation management work.
Prepare notification packages to be submitted to federal and state agencies detailing the proposed work. Enter data and maintains current work package details in a database. Review Biological Constraints Reviews (BCR) to determine biological support requirements for proposed work. Draft Environmental Release to Construction (ERTC) documents, which include necessary biological and cultural support, Best Management Practices (BMPs), and resource specific Avoidance and Minimization Measures (AMMs).
PG&E Noxious Weed Projects, Sierra Nevada, Shasta to Kern County Ms. Carpenter provides botanical support to assist with noxious weed management on PG&E hydroelectric projects throughout the Sierra Nevada. Ms. Carpenter performs posttreatment weed monitoring surveys, flagging of noxious weeds for treatment, flagging of special status plants for avoidance, hand pulling of select noxious weed populations, and water sampling. Specific PG&E hydroelectric projects include Spring Gap-Stanislaus, Crane Valley, Bucks Creek, and Pit 3, 4, 5.
Avenue 26 Solar, Renewable Properties LLC, Madera County, California Conducted a targeted plant survey for native milkweed prior to the installation of a small-scale solar farm.
Occurrences of milkweed were flagged and mapped for avoidance during construction.
Bucks Lake Special Status Plant Surveys, PG&E, Plumas County Participated in a baseline botanical survey for the Bucks Creek hydroelectric project (FERC Project No. 619).
Collected data and mapped known and new occurrences of special status plants. Updated floristic plant lists from the previous baseline survey. Mapped new occurrences of invasive plants for future management.
Invasive Plant Survey, PG&E, Amador County
Conducted a targeted plant survey for medusahead and yellow star-thistle along transmission lines for PG&E Vegetation Management program. Flagged locations of medusahead and yellow star-thistle for avoidance during vegetation management work. Provided an invasive plant tailboard to help the crew to identify common invasive plant species and reviewed best management practices (BMPs).
Sierra Monitoring Project, CDFW, northern Sierra Nevada, California Collected biodiversity and habitat data for a long-term monitoring project in the northern Sierra Nevada. Data collection included documenting and photographing the habitat type, woody vegetation surveys, bird and bat acoustics, and baited camera stations.
Years of Experience
3 years
Education
Bachelors, Ecology and
Evolutionary Biology,
University of California, Santa
Cruz, 2010
Masters, Environmental
Management, University of
San Francisco, 2020
Certifications
Wetland Delineation Training
Professional Affiliations
California Invasive Plant
Council, Member, From date:
08/01/2023
California Native Plant
Society, Member, From date:
10/01/2012
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 239 417
RESUME
Kleinfelder | 1
Constance Ganong
Regulatory Specialist, Senior Plant Ecologist
Ms. Ganong is a plant ecologist with over 19 years of experience in floristic and biological field work in California, including ecological surveying and monitoring, environmental permitting and regulatory compliance, and construction monitoring of restoration projects. Her expertise encompasses Rare Plant Surveys, Vegetation Classification and Mapping, Wetland Delineation/Assessment, Restoration and Mitigation Planning and Monitoring and Project Management.
Certificates: 18-hour Advanced Wetland Delineation (WRA Environmental) certification, 2009. 40-hour Jurisdictional Delineation of Waters of the U.S., including wetlands on the California Coast (Elkhorn Slough Coastal Training Program & WSP) certification, 2008
Selected Project Experience
Twin Pine Solar Project, RPCA Solar 6, LLC, Laytonville, CA Conducted formal aquatic resources delineation within 48 acres of vernal pool grasslands for potential U.S. Army Corps Engineers (USACE) Section 404 jurisdictional wetlands and other waters.
Livorna Road Storm Damage Project, Caltrans, Contra Costa County, CA Conducted vegetation mapping, rare plant and habitat assessment, and waters delineation for this slope repair project adjacent to San Ramon Creek. Helped prepare the Natural Environmental Study and Biological Assessment, which included potential impacts to Alameda whipsnake and California red-legged frog.
Pit 3, 4, and 5 Hydroelectric Weed Management and Botanical Surveys, PG&E, Shasta County, CA.
Conducted annual post-treatment weed monitoring surveys and participated in field surveys for special-status plants.
Crane Valley Hydroelectric Project Noxious Weed Management and Botanical Survey, PG&E, Madera County, CA.
Conducted annual post-treatment noxious weed monitoring surveys.
Grizzly Island Pole Maintenance Project, PG&E, Solano County, CA Conducted wetland assessments and delineations within Suisun Marsh on Grizzly Island Wildlife Area and private property for this electric distribution pole replacement project. Conducted field inventories and habitat assessments of all 28 pole replacements with PG&E General Construction and contractor. Assisted with determining environmental issues, avoidance and minimization measures, and BMPs for each pole with the PG&E biologist and Land Planner and CDFW personnel. Coordinated access for each pole with CDFW and Suisun Resource Conservation District for PG&E and contractor. Managed and coordinated the biological monitors for each pole.
Provided the environmental tailboard about salt marsh harvest mouse and monitored pole replacements done by PG&E General Construction.
MacArthur Maze Vertical Clearance Project, Caltrans, Alameda County, CA.
Conducted formal wetland delineation for potential U.S. Army Corps Engineers (USACE) Section 404 jurisdictional waters, including wetlands; wrote the Preliminary Jurisdictional Determination report which was sent to USACE.
Met with USACE liaison for field verification.
Mococo Wetland Restoration Project, Caltrans, Contra Costa County, CA.
Conducted quantitative monitoring using linear transect-quadrat sampling to assess hydrophytic and non-native, invasive plant species cover. Qualitative monitoring includes site visits to visually assess plant establishment, watering and maintenance needs, weed control, and to identify problems. In 2020 the final mitigation year, conducted formal wetland delineation to determine the boundaries of U.S. Army Corps Engineers (USACE) jurisdictional wetlands. Annual reports prepared for Caltrans for agency review.
Years of Experience
21 years
Education
Bachelors, Physical
Anthropology, University of
Pennsylvania, Philadelphia,
PA, 1993
Masters, Ecology Evolution
Systematics and Pop Biology,
San Francisco State
University, San Francisco,
CA, 2003
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 240 418
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County of Marin Five Bridges Project, Marin County, CA.
Conducted vegetation mapping, tree surveys, protocol-level rare plant surveys, and wetland delineations for biological study areas at five bridge relocation or rehabilitation sites. Two bridge sites are within National Park Service lands: Muir Woods National Monument and Point Reyes National Seashore. Technical reports written for rare plant surveys and wetland delineation submitted to resource agencies.
Vegetation Monitoring, Crystal Geyser, Water Bottling Facility Project, Inyo County, November 2018- Present.
Conduct habitat monitoring annually for 5 years. Monitoring includes assessment of vegetation health, measurement of riparian and wetland vegetation and woody riparian species regeneration, and vegetation sampling. Methods include point intercept along transects, quadrat sampling of absolute percent cover, and Daubenmire cover scale.
Butterfly Host Plant Surveys, PG&E Vegetation Management and PG&E Transmission. San Mateo and Marin Counties, CA.
Surveys for rare butterflies larval host/food plants: Federal Endangered callippe silverspot butterfly (Speyeria callippe callippe) and Johnny jump-up (Viola pedunculata); Federal Endangered Mission blue butterfly (Plebejus icarioides missionensis) and silver lupine (Lupinus albrifrons), varied lupine (L. variicolor) and summer lupine (L. formosus); Federal Endangered San Bruno elfin butterfly (Callophrys mossii bayensis) and broadleaf perennial stonecrop (Sedum spathulifolium), and Federal Threatened Bay checkerspot butterfly (Euphydryas editha bayensis) and California plantain (Plantago erecta).
Caldecott Tunnel Wetland Mitigation Project, Caltrans, Alameda County, CA Conducted quantitative monitoring using linear transect-quadrat sampling to assess hydrophytic and non-native, invasive plant species cover. Qualitative monitoring included site visits to visually assess plant establishment, watering and maintenance needs, weed control, and to identify problems. Annual reports prepared for Caltrans for agency review. During Year 5, conducted formal wetland delineation for potential USACE Section 404 jurisdictional waters, including wetlands. Met with Corps liaison for verification of delineation.
State Route 4 Capital Preventative Maintenance Project, Caltrans, Contra Costa County Conducted formal aquatic resources delineation within 497 acres of Caltrans right-of-way for State Route 4 from Hercules to Concord, CA for potential USACE Section 404 jurisdictional wetlands and other waters; wrote the Preliminary Jurisdictional Determination report which was sent to USACE.
Caltrans Pigeon Pass Onsite Wetland Mitigation Project, Alameda County, CA Conducted formal wetland delineations in 2012, 2015, and 2019 to determine the boundaries of 10 U.S. Army Corps Engineers (USACE) jurisdictional wetlands at six mitigation sites along State Route 84 in Alameda County.
Prepared the wetland delineation and mitigation report for USACE and SFRWQCB. Conducted an annual wetland assessment and report in 2013, 2014 and 2017. Met with USACE liaison for field verification in 2019.
Vegetation and Aquatic Assessments, SLAC National Accelerator Laboratory, San Mateo County, CA In 2018 conducted rare plant habitat field assessments along 5 miles for this vegetative management project under the SLAV 230kV transmission line. Mapped aquatic features during the surveys. In 2023 conducted an aquatic resources assessment for drainages in an area for potential new buildings.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 241 419
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Jennifer-Lynn Kellerman
Wildlife Biologist
Ms. Kellerman has a broad range of experience with eight years of work in the environmental compliance and research fields including academic, tribal, and non-profit sector projects working with special status and invasive species. Mrs.
Kellerman has experience with task management as an assistant project manager, field lead for large and small scale projects, report writing, and preactivity surveys and reports. Her field experience includes but is not limited to environmental clearance surveys, biological monitoring, and environmental compliance on Bureau of Land Management (BLM), U. S. Forest Service (USFS), Western Riverside County Multihabitat Conservation Plan (WR - MHCP), San Diego Gas and Electric Subregional Natural Community Conservation Plan (SDGE - NCCP) and private lands. She has conducted habitat assessments, pre-construction surveys, and monitoring for avian, small mammal, amphibian, reptile, and invertebrate, as well as raptor and mesocarnivore capturing, handling, and monitoring. Based in Southern California, she also has worked in the Bay Area and Pacific Northwest.
Selected Project Experience
Point Blue Conservation Sciences - Marin County, CA
NSO Technician Assisted with monitoring Northern spotted owls (Strix occidentalis caurina) in Marin County for the Marin Municipal Water District and Marin Open Space District. Conducted protocol-level surveys and monitoring for Northern spotted owls. Responsible for scheduling and monitoring 19 sites following strict protocols. Coordinated with landowners and hiked into sites to conduct surveys to assess presence/absence, determine pair status, and locate nests. Utilized ArcGIS to create maps of detected owls and survey routes.
Hoopa Tribal Forestry - Hoopa, CA
Wildlife Technician Provided field and office support for long-term studies of the local Northern Spotted Owl, Barred Owl, and Fisher populations. Assisted passively monitoring northern spotted owls (Strix occidentalis caurina) using acoustic recorders. Maintained and managed equipment in the field and data in the office as well as analyzed acoustic data using Kaleidoscope. Assisted training coworkers to conduct field and office work required for the acoustic recorder project. Assisted with the long-term demographic study on fishers (Martes pennanti) by providing the following field support: 1. capturing and collecting physiological measurements and samples from fishers, 2. radio telemetry tracking the collared fisher population in Hoopa. Assisted with surveying for willow flycatchers (Empidonax traillii) using a point count survey method.
Pacific Gas and Electric (PG&E), Noxious Weed Projects, Sierra Nevada and Cascade Mountain Ranges Biologist. Ms. Kellerman conducts botanical and wildlife surveys to assist with noxious weed control efforts for PG&E throughout the California side of the Sierra Nevada mountain range, to include several forest service lands such as Sierra, Stanislaus, El Dorado, Plumas, and Shasta Trinity National Forests. As a botanist, Ms. Kellerman provides support for baseline botany surveys, special status plant species surveys, flagging for noxious weed removal, assisting with hand pulling select target weed populations, monitoring noxious weed removal success, and water sampling. Ms. Kellerman has provided botany support for the following PG&E Noxious Weed Projects:
Crane Valley, Spring Gap-Stanislaus, Mokelumne, Rock Creek Cresta, Caribou, and Pit 3, 4, 5. As a wildlife biologist, Ms. Kellerman provides western pond turtle (Actinemys marmorata) surveys within areas containing suitable habitat where noxious weed treatment activities are scheduled to occur for the Crane Valley project.
Additionally, Ms. Kellerman has assisted with report preparation for the annual and comprehensive reports for the Mokelumne and Crane Valley projects.
CalRecycle, 2021 Wildfire Cleanup and Recovery Project, Northern California Biologist. Kleinfelder teamed with Tetra Tech for the CalRecycle 2021 Wildfire Cleanup and Recovery Project. This project included the removal of destroyed structures within the Project footprint and hazardous trees within the rightof-way of public roads across the following 16 counties: Alpine, Butte, El Dorado, Kern, Lake, Lassen, Mendocino, Nevada, Placer, Plumas, Shasta, Siskiyou, Tehama, Trinity, Tulare, and Tuolumne. Several special status species were identified to potentially occur within the Project footprint, including but not limited to California red-legged frog, Sierra Nevada yellow-legged frog, and Northern spotted owl. Ms. Kellerman assisted with a variety of roles ranging Years of Experience
8 years
Education
Associates, Mathematics,
Palomar College, San
Marcos, CA, 2013
Bachelors, Wildlife
Management & Conservation,
Humboldt State University,
Arcata, 2016
Professional Affiliations
California Native Plant
Society, Member, From date:
12/01/2022
Jepson Herbarium, Member,
From date: 11/11/2022
California Associate of
Environmental Professionals,
Member, From date:
02/10/2020
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 242 420
RESUME
Kleinfelder | 2
from biological field lead to report preparations. Ms. Kellerman conducted report preparations throughout Project operations for biological assessment memorandums in support of permit applications for proposed temporary water crossings and laydown yards in support of Project operations. Additionally, Ms. Kellerman assisted with the preparation of the Section 7 Report after Project operations completed. As the field lead, Ms. Kellerman coordinated and provided guidance to the biological monitors, monitored project activities, summarized potential noncompliance events, continuously communicated with field and office teams as project guidance changed, and attended field meetings to discuss mitigation plans for sensitive biological resources requiring additional consideration beyond what was provided in the Project's Environmental Protection Plan.
Klamath Biological Research Station and Colorado State University, Northern Spotted Owl Demography Study, Six Rivers National Forest, Humboldt and Trinity Counties, CA.
Northern Spotted Owl Research Assistant. Ms. Kellerman conducted surveys for a long-term population ecology study of northern spotted owls (Strix occidentalis caurina) in Northern California where she determined nesting and reproductive status of owls. Ms. Kellerman banded, collected morphometric measurements, and extracted blood from captured owls. She conducted night calling on forest roads independently and with a partner to determine owl residency. She completed, organized, and reviewed data forms. She conducted snorkel surveys in the South Fork Trinity River for Northwestern pond turtles (Emys marmorata).
CalRecycle, 2020 Northern Branch Wildfire Cleanup and Recovery Project, Northern California Lead Biologist. Kleinfelder is teamed with Tetra Tech for the CalRecycle Northern Branch Wildfire Cleanup and Recovery Project. This project included the removal of destroyed structures within the project footprint and hazardous trees within the right-of-way of public roads across nine counties: Butte, Del Norte, Lassen, Nevada, Plumas, Shasta, Siskiyou, Trinity, and Yuba. Several special status species were identified to potentially occur within the project footprint, including but not limited to California red-legged frog, Sierra Nevada yellow-legged frog, and Northern spotted owl. As the field lead, Ms. Kellerman coordinated and provided guidance to the biological monitors, reviewed biological monitoring reports, monitored project activities, provided a daily memorandum of project activities, and wrote biological assessments in support of permit applications for proposed water crossings and laydown yards. After Project operations were completed, Ms. Kellerman assisted with the preparation of the Section 7 Biological Report.
Pacific Gas and Electric (PG&E), San Buno Mountain Natural Gas Pipeline Project, Brisbane, CA Biologist. Kleinfelder provided biological support for excavation efforts of a natural gas pipeline within San Buno Mountain County and State Park in San Mateo County. Biological support provided included targeted botanical surveys and subsequent monitoring. Ms. Kellerman assisted with conducting daily pre-construction survey and monitoring Project operations to ensure minimal impacts to biological resources occurred.
Pacific Gas and Electric (PG&E), Grizzly Forebay California Spotted Owl Surveys, Plumas County, CA Biologist. Pacific Gas & Electric Company (PG&E) plans to construct access improvements to the downstream side of Grizzly Dam, Plumas County. Prior to work occurring, California spotted owl surveys are required to be completed. to determine presence and breeding status of California spotted owls within the area. Ms. Kellerman conducted California spotted owl night surveys at Grizzly Forebay along established calling stations (approximately
0.25 to 0.5 miles apart) and survey routes, using a speaker to broadcast calls and vocal hooting methods.
Costco Development Project, Murrieta, CA
Biologist. The Costco Development Project in Murrieta is proposed to include construction of a Costco Wholesale warehouse and fuel station. Ms. Kellerman coordinated with construction to ensure all preconstruction surveys were completed within the appropriate time frames. In compliance with the project MMRP, biological mitigations measure MM-BIO-2 and MM-BIO-3, Ms. Kellerman conducted burrowing owl surveys in accordance with the Burrowing Owl Survey instructions for the Western Riverside Multiple Species Habitat Conservation Plan Area and preconstruction nesting bird surveys for the Costco Development Project in Murrieta, California. Upon completion of each survey, a memorandum was written to be included in the grading permit request, followed later by a detailed report containing a description of the project and background information, survey methods, a compilation of all survey results, an inventory of wildlife species observed, a map representing survey routes, and photographs of the project site.
City of Anaheim, Holden Anaheim Hills Senior Living Facility Project, Anaheim, CA.
Biologist. Ms. Kellerman conducted a biological constraints analysis, reviewing databases including California Natural Diversity Database (CNDDB), California Native Plant Society (CNPS) Inventory of Rare Threatened and Endangered Plants of California, and U.S. Fish and Wildlife Service (USFWS) information, Planning and Conservation (IPaC) List, in support of the CEQA Class 32 Exemption document for the development of a Senior Living Facility in Anaheim, Orange County, California.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 243 421
On-call Environmental Consulting Services
Design Professional Service Agreement
EXHIBIT C
PAYMENT RATES
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 244 422
717 Market Street, Suite 400
San Francisco, CA 94103
650-373-1200 panoramaenv.com
City of Bishop
On-Call Environmental Services 2024
Price Statement
March 12, 2024
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 245 423
717 Market Street, Suite 400 San Francisco, CA 94103 650-373-1200 www.panoramaenv.com
2024 Standard Rates and Charges
Hourly Personnel Charges
Position Rate
Tech Editor I $110
Technical Editor II $120
Administration/Document Production $120
Contract Manager $155
Environmental Analyst I $125
Environmental Analyst II $135
Environmental Scientist I/Planner I $140
Environmental Scientist/Planner II $155
Environmental Scientist/Planner III $170
Cartographer /GIS Analyst $125
Cartographer/GIS Specialist $155
Cartographer/GIS Manager $170
Project Manager I/Sr. Planner I $180
Project Manager II/Sr. Planner II $190
Senior Project Manager I $200
Senior Project Manager II $205
Senior Manager I $220
Senior Manager II $235
Director $250
Principal $265
Other Charges
Mileage is charged at the IRS Standard Rates for the current year. Travel expenses are billed at cost. Outside services, equipment, and facilities not furnished directly by Panorama will be billed at cost plus 15% including, but not limited to:
Shipments and express delivery Special fees, permits, insurance, etc.
Printing and photographic reproductions Subcontractors
Rental of equipment Supplies
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 246 424
KLEINFELDER, INC – NorCal Pacific, Environmental Permitting & Planning 2024 RATE SCHEDULE
Developed for: City of Bishop
Kleinfelder Fee Schedule 2024_NCP_EP&P Page 1 of 2 Revised 2/2024
PROFESSIONAL STAFF RATES
Professional* ............................................................................................................................. $ 98/ hour Staff Professional I*................................................................................................................... $ 106/ hour Staff Professional II*.................................................................................................................. $ 118/ hour Project Professional*................................................................................................................. $ 128/ hour Senior Professional.................................................................................................................... $ 148/ hour Principal Professional ................................................................................................................ $ 195/ hour Senior Principal Professional ..................................................................................................... $ 295/ hour
Project Manager I ...................................................................................................................... $ 155/ hour Project Manager II ..................................................................................................................... $ 179/ hour Program Manager ..................................................................................................................... $ 255/ hour Senior Project Manager/Senior Program Manager ................................................................... $ 290/ hour
GIS/Designer/Drafter*............................................................................................................... $ 122/ hour Senior GIS/Designer/Drafter...................................................................................................... $ 158/ hour
Project Controls Professional*................................................................................................... $ 144/ hour Senior Project Controls Professional ......................................................................................... $ 198/ hour
ADMINISTRATIVE STAFF RATES
Administrator* .......................................................................................................................... $ 90/ hour Project Administrator................................................................................................................ $ 131/ hour PREVAILING WAGE (ON‐SITE AND TRAVEL) RATES
Group 1^* (Lead Insp ‐ NC 63‐3‐9‐2023‐1) ............................................................................... $ 244/ hour Group 2^* (Inspector/General Environmental Monitoring & Surveys ‐ NC 63‐3‐9‐2023‐1) ..... $ 238/ hour Group 3^* (Soils ‐ NC 63‐3‐9‐2023‐1) ....................................................................................... $ 216/ hour Group 4^* (Concrete ‐ NC 63‐3‐9‐2023‐1)................................................................................ $ 197/ hour Public works projects or projects receiving public funds may be subject to Prevailing Wage laws. The above rates marked ^ are in accordance with NC 63-3-9-2023-1. Group 3 rate may be used for any professional staff handling soil during preconstruction, construction, or demolition activities in accordance with California AB1768. Second shift rates (not shown) apply to any work starting after 2pm and before 4am and will incur a separate rate in accordance with California AB1768. Prevailing wage billing rates will increase according to the predetermined schedule included in determination NC 63-3-9-2023- 1 on July 1st of each year.
Travel time will be charged, including at the prevailing wage rate, as required per the determination and the Public Works Manual Section 4.1.5.
If at any time during the term of this contract any categories of work are determined by the DIR to require payment of prevailing wage, and where the existing non-PW hourly billing rate is lower, the hourly billing rate will increase to $238.00 the Group 2 Rate.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 247 425
KLEINFELDER, INC – NorCal Pacific, Environmental Permitting & Planning 2024 RATE SCHEDULE
Developed for: City of Bishop
Kleinfelder Fee Schedule 2024_NCP_EP&P Page 2 of 2 Revised 2/2024 PW rates will be charged, including retroactively, for the covered scope items if the DIR directs that this is covered work at any time during the life of this agreement, or thereafter. Hourly rates assume that other direct costs will be billed and reimbursed by the client. Kleinfelder reserves the right to adjust the rate schedule on projects where other direct costs are not reimbursed.
Subcontractor fees and Other Direct Costs to be reimbursed at cost plus 10%.
Travel related costs to be reimbursed at cost.
Mileage to be billed at current IRS rate.
*Time worked in excess of 8 hours per day and weekend/holiday work will be charged at 1.5X the hourly rate shown above. Overtime applies to (*) rates only.
Hourly rates shall be escalated annually on January 1 of each calendar year, starting 1/1/2025. Labor Escalation Rate to be 5%.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 248 426
ASM AFFILIATES
2024 STANDARD BILLING RATES
Classification Hourly Rate
Principal/Project Manager IV $ 200.00
Principal/Project Manager III $ 190.00
Principal/Project Manager II $ 180.00
Principal/Project Manager I $ 165.00
Senior Archaeologist III $ 155.00
Senior Archaeologist II $ 140.00
Senior Archaeologist I $ 125.00
Architectural Historian/Historian III $ 150.00
Architectural Historian/Historian II $ 130.00
Architectural Historian/Historian I $ 110.00
Associate Archaeologist III $ 120.00
Associate Archaeologist II $ 110.00
Associate Archaeologist I $ 105.00
Assistant Archaeologist III $ 95.00
Assistant Archaeologist II $ 90.00
Assistant Archaeologist I $ 85.00
Archaeological Crew III $ 95.00
Archaeological Crew II $ 90.00
Archaeological Crew I $ 85.00
GIS Administrator II $ 135.00
GIS Administrator I $ 110.00
Graphics Supervisor $ 95.00
Word Processor II $ 90.00
Word Processor I $ 70.00
Accountant $ 110.00
Admin II $ 85.00
Admin I $ 70.00
Cultural Monitoring: Any hours worked up to 4-hours in a day, including travel, will be billed at a half day rate. A minimum 48-hour notice is required for cancellation of any scheduled monitoring. Should scheduled monitoring be cancelled within 12-hours of the scheduled start time, a half day rate will be charged. Should monitors be called to the field and no ground disturbing work occur, a half day rate will be charged. Any hours worked above 4-hours and up to 8-hours in a day will be billed at the 8-hour daily rate. Any hours worked above 8-hours and up to 10-hours in a day will be billed at a 10-hour daily rate. Any hours worked over 10-hours and up to 12-hours in a day will be will at an hourly rate of $200.00 per hour. Any hours worked over 12-hours in a day will be billed at $250.00 per hour.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 249 427
On-call Environmental Consulting Services
Design Professional Service Agreement
EXHIBIT D
INSURANCE REQUIREMENTS
Without limiting Consultant’s indemnification of Agency, and prior to commencement of Work, Consultant shall obtain, provide and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to Agency.
General liability insurance. Consultant shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.
Automobile liability insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident.
Professional liability (errors & omissions) insurance. Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three (3) years after completion of the services required by this Agreement.
Workers’ compensation insurance. Consultant shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000).
Consultant shall submit to Agency, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of Agency, its officers, agents, employees and volunteers.
Umbrella or excess liability insurance. [Optional depending on limits required].
Consultant shall obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal injury and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability, automobile liability, and employer’s liability. Such policy or policies shall include the following terms and conditions:
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 250 428
On-call Environmental Consulting Services
Design Professional Service Agreement
• A drop down feature requiring the policy to respond if any primary insurance that would otherwise have applied proves to be uncollectible in whole or in part for any reason;
• Pay on behalf of wording as opposed to reimbursement; • Concurrency of effective dates with primary policies; • Policies shall “follow form” to the underlying primary policies; and • Insureds under primary policies shall also be insureds under the umbrella or excess policies.
Other provisions or requirements
Proof of insurance. Consultant shall provide certificates of insurance to Agency as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by Agency’s Risk Manager prior to commencement of performance.
Current certification of insurance shall be kept on file with Agency at all times during the term of this contract. Agency reserves the right to require complete, certified copies of all required insurance policies, at any time.
Duration of coverage. Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Work hereunder by Consultant, his agents, representatives, employees or subconsultants.
Primary/noncontributing. Coverage provided by Consultant shall be primary and any insurance or self-insurance procured or maintained by Agency shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of Agency before the Agency’s own insurance or self-insurance shall be called upon to protect it as a named insured.
Agency’s rights of enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, Agency has the right but not the duty to obtain the insurance it deems necessary and any premium paid by Agency will be promptly reimbursed by Consultant or Agency will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, Agency may cancel this Agreement.
Acceptable insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VI (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the Agency’s Risk Manager.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 251 429
On-call Environmental Consulting Services
Design Professional Service Agreement
Waiver of subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against Agency, its elected or appointed officers, agents, officials, employees and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against Agency, and shall require similar written express waivers and insurance clauses from each of its subconsultants.
Enforcement of contract provisions (non estoppel). Consultant acknowledges and agrees that any actual or alleged failure on the part of the Agency to inform Consultant of non-compliance with any requirement imposes no additional obligations on the Agency nor does it waive any rights hereunder.
Requirements not limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the Agency requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Agency.
Notice of cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide to Agency with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
Additional insured status. General liability policies shall provide or be endorsed to provide that Agency and its officers, officials, employees, and agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies.
Prohibition of undisclosed coverage limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to Agency and approved of in writing.
Separation of insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 252 430
On-call Environmental Consulting Services
Design Professional Service Agreement
Pass through clause. Consultant agrees to ensure that its subconsultants, subcontractors, and any other party involved with the project who is brought onto or involved in the project by Consultant, provide the same minimum insurance coverage and endorsements required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with consultants, subcontractors, and others engaged in the project will be submitted to Agency for review.
Agency’s right to revise specifications. The Agency 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 Agency and Consultant may renegotiate Consultant’s compensation.
Self-insured retentions. Any self-insured retentions must be declared to and approved by Agency. Agency reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by Agency.
Timely notice of claims. Consultant shall give Agency prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant’s performance under this AGREEMENT, and that involve or may involve coverage under any of the required liability policies.
Additional insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work.
DocuSign Envelope ID: B521E50D-055E-4E26-94D5-A39F76905FA2 253 431