b. No waiver of any provision of this Agreement shall be deemed, or shall constitute, a waiver of any other provision, whether or not similar, nor shall any such waiver constitute a continuing or subsequent waiver of the same provision. c. Failure of either party to enforce any provision of this Agreement shall not constitute a waiver of the right to compel enforcement of the remaining provisions of this Agreement.
Section 26. SEVERABILITY
If any one or more of the sentences, clauses, paragraphs or sections contained herein is declared invalid, void or unenforceable by a court of competent jurisdiction, the same shall be deemed severable from the remainder of this Agreement and shall not affect, impair or invalidate any of the remaining sentences, clauses, paragraphs or sections contained herein.
Section 27. VENUE
All proceedings involving disputes over the terms, provisions, covenants or conditions contained in this Agreement and all proceedings involving any enforcement action related to this Agreement shall be initiated and conducted in the applicable court or forum in Riverside County, California.
Section 28. LITIGATION EXPENSES AND ATTORNEYS’ FEES
In the event any action, suit or proceeding is brought for the enforcement of, or the declaration of any right or obligation pursuant to this Agreement or as a result of any alleged breach of any provision of this Agreement, the prevailing party in such suit or proceeding shall be entitled to recover its costs and expenses, including reasonable attorney's fees, from the losing party, and any judgment or decree rendered in such a proceeding shall include an award thereof.
Section 29. EXECUTION IN COUNTERPARTS
This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least a copy hereof shall have been signed by both parties hereto. Electronic and facsimile signatures shall be deemed the same as original signatures. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart.
Section 30. PROHIBITED INTERESTS
Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement.
For breach or violation of this warranty, the City shall have the right to rescind this Item Number: 8.
Agreement without liability. For the term of this Agreement, no member, officer, or employee of the City, during the term of his or her service with the City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
Section 31. EQUAL OPPORTUNITY EMPLOYMENT
Consultant represents that it is an equal opportunity employer and shall not discriminate against any subcontractor, employee, or applicant (“person”) for employment because of race; denial of family and medical care leave; religious creed (including religious dress and grooming practices); color; national origin (including language use restrictions); ancestry; physical disability or mental disability (including HIV and Aids); medical condition (cancer and genetic characteristics); genetic information; military or veteran status; marital status; gender, gender identity, and gender expression; sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding); age or sexual orientation. Unless otherwise permitted under the law, Consultant shall not refuse to hire or employ any such person or refuse to select any such person for a training program leading to employment, or bar or discharge any such person from employment or from a training program leading to employment, or otherwise discriminate against any such person in compensation or in terms, conditions, or privileges of employment.
Section 32. TIME OF THE ESSENCE
Time is of the essence in the performance of this Agreement.
Section 33. PRINCIPAL REPRESENTATIVES
a. Frances Kuo shall be Consultant's Principal Representative and the person responsible for undertaking, managing and supervising the performance of all of the Services for this Agreement. Consultant's Principal Representative's experience, knowledge, capability and reputation were a substantial inducement for the City to enter into this Agreement, and as such, for the purposes of performing the Services, the duties of Consultant's Principal Representative shall not be reassigned, without the express written consent of both parties.
b. Geoffrey Buchheim shall be the Principal Representative of the City for purposes of communicating with Consultant on any matter associated with the performance of the services set forth in this Agreement.
Section 34. NON-LIABILITY OF CITY’S OFFICERS AND EMPLOYEES No officer or employee of the City shall be personally liable to Consultant, or any successor in interest, in the event of any default or breach by the City or for any amount which may become due to Consultant or to its successor, or for any breach of any obligation of the terms of this Agreement.
Section 35. INTERPRETATION
Item Number: 8.
This Agreement shall not be interpreted against either party on the grounds that one of the parties was solely responsible for preparing it or caused it to be prepared as both parties were involved in drafting it.
Section 36. PROTECTION AND CORRECTION OF WORK
a. Consultant shall adopt reasonable methods during the life of the Agreement to furnish continuous protection to the work performed by Consultant, and the equipment, materials, papers and other components thereof to prevent losses or damages.
b. The performance of services by Consultant shall not relieve Consultant from any obligation to correct any incomplete, inaccurate or defective work at no further cost to the City, when such inaccuracies are due to the fault of Consultant.
Section 37. CAPTIONS AND HEADINGS
The captions and headings contained in this Agreement are provided for identification purposes only and shall not be interpreted to limit or define the content of the provisions described under the respective caption or heading.
Section 38. GOVERNING LAW
The validity of this Agreement and any of its terms or provisions, as well as the rights and duties of the parties under this Agreement, shall be construed pursuant to and in accordance with California law.
Section 39. CUMULATIVE REMEDIES
Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party.
Section 40. NO THIRD PARTY BENEFICIARIES
The parties do not intend the benefits of this Agreement to inure to any third party, nor shall any provision of this Agreement be so construed.
Section 41. OTHER GOVERNMENTAL REGULATIONS
To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, Consultant and any subcontractors shall comply with all applicable rules and regulations to which City is bound by the terms of such fiscal assistance program.
Section 42. REPRESENTATIONS OF PARTIES AND PERSONS
EXECUTING AGREEMENT
Item Number: 8.
a. Each of the parties to this Agreement hereby represents that all necessary and appropriate actions of their governing bodies have been taken to make this Agreement a binding obligation of each of the parties hereto. b. The persons executing this Agreement warrant that they are duly authorized to execute this Agreement on behalf of and bind the parties each purports to represent.
Section 43. SUCCESSORS AND ASSIGNS
The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the parties hereto.
Section 44. SURVIVAL
All obligations arising prior to any termination of this Agreement and all provisions of this Agreement allocating liability between the City and Consultant shall survive any such termination.
Section 45. USE OF RECYCLED PRODUCTS
Consultant shall prepare and submit all reports, written studies and other printed material on recycled paper to the extent it is available at equal or less cost than virgin paper.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as of the date first written above.
CITY OF DESERT HOT SPRINGS CONSULTANT
____________________________ ___________________________ Frank Luckino, City Manager Kenneth Pun, Managing Partner The Pun Group
ATTEST:
__________________________________
Jerryl Soriano, City Clerk
APPROVED AS TO FORM:
___________________________________
Tuan-Anh Vu, City Attorney
Item Number: 8.
Kenneth H. Pun , CPA, CGMA
Managing Partner
200 E. Sandpointe Ave., Suite 600, Santa Ana, CA 92707
(949)777-8801 l [email protected]
TECHNICAL PROPOSAL
RFQ Professional Auditing Services
March 5, 2024
CITY OF DESERT HOT SPRINGS
Item Number: 8.
The Pun Group LLP is recognized for its professionalism, integrity and for providing clients with practical solutions unique to their circumstances and issues. You will receive a superior level of service and a quality audit.
Thank You!
Thank you for allowing us to submit our qualifications to provide you with Professional Auditing Services.
The Pun Group LLP
Certified Public Accountants and Business Advisors
WHY CHOOSE
THE PUN GROUP LLP?
Big firm expertise, small firm values
Personal attention meets technical expertise
A unique firm culture
Innovation embraced
Achievable plans to move your organization forward
The Pun Group’s most
valuable asset is our
people, they and their
deep experience drive our
every interaction with
clients.
“
”
Kenneth H. Pun, CPA, CGMA
Founder & Managing Partner
Item Number: 8.
City of Desert Hot Springs
Table of Contents
Letter of Transmittal ....................................................................................... 1 License to Practice in California..................................................................... 3 Firm Qualifications and Experience ............................................................... 4 Partner, Supervisory, and Staff Qualifications and Experience ..................... 8 Similar Engagements with Other Government Entities ............................... 29 Specific Audit Approach ............................................................................... 30 Identification of Anticipated Potential Audit Problems ................................. 36 Let’s Get to Work! ........................................................................................ 37 Appendix A – Available Training ..................................................................... i Appendix B – Certificate of Insurance ........................................................... ii Item Number: 8.
The Pun Group Wins
2024 “Best of Accounting” Award
The Pun Group LLP is proud to have won 2024’s Best of
Accounting® award from ClearlyRated for providing superior service to its clients.
Winners of such awards have proven to be industry leaders in service quality based entirely on ratings provided by their clients. On average, clients of 2024 Best of Accounting winners are 70% more likely to be satisfied than those who work with non-winning firms.
“I am pleased to introduce the 2024 Best of Accounting
winners alongside their validated service ratings on
ClearlyRated.com,” said ClearlyRated’s CEO, Eric Gregg. “These firms have demonstrated a remarkable commitment to delivering amazing experiences, despite another year of upheaval and macroeconomic uncertainty. Hats off to these service leaders - it’s truly an honor to recognize and celebrate their achievements.”
The Pun Group LLP received satisfaction scores of 9 or 10 out of 10 from 94.1% of their clients, significantly higher than the industry’s average of 50%.
Our firm excelled in five key areas: Responsiveness, Quality, Value, Needs Understanding, and Proactive Approach.
About ClearlyRated
Rooted in satisfaction research for professional service firms, ClearlyRated utilizes a Net Promoter® Score survey program to help professional service firms measure their service experience, build an online reputation, and
differentiate on service quality.
The Pun Group is recognized as one of
the Top 500 Firms listed by INSIDE
Public Accounting
“We started using Pun Group when the
pandemic first started two years ago so
had a little apprehension about doing
everything remotely with a new firm. But
the audit went very well and was
completed on time without problem.”
Kevin W.
State and Local Government Client
“The Firm has consistently exceeded our
expectations as client.”
Clint O.
State and Local Government Client
“An excellent partner and amazing service.”
Jim T.
Private Sector Client
“Excellent customer service and staff and
partners are expert in their fields.”
Lani H.
State and Local Government Client
Item Number: 8.
200 E. Sandpointe Avenue, Suite 600
Santa Ana, California 92707
City of Desert Hot Springs
Letter of Transmittal
March 5, 2024
City of Desert Hot Springs
Jerryl Soriano, City Clerk
11999 Palm Drive
Desert Hot Springs, CA 92240
Re: RFQ for Auditing Services
Dear Jerryl Soriano:
On behalf of The Pun Group LLP, we are pleased to present our proposal to continue to provide Professional Auditing Services to the City of Desert Hot Springs (the “City”) for three fiscal years beginning with the fiscal year ending June 30, 2024, with the option of auditing its financial statements for each of the three (3) subsequent fiscal years. We sincerely appreciate the opportunity to have served as your auditor in the past, and we look forward to continuing to serve you well in the future.
Our Firm has developed an understanding of the City’s operations which has aided us in delivering quality audit services. With the knowledge we gathered since we started providing services to the City, we have been able to expand our audit efforts and offer observations that have assisted the City’s staff. We have also demonstrated our ability to respond to the City’s requests and our ability to deliver quality services. It’s our further understanding that the City has been satisfied with our efforts.
This letter is an acknowledgment of the Firm’s understanding of the work to be performed. We are offering our commitment to deliver all of the required work, complete the audit, and issue the necessary auditor’s reports within the periods outlined by the City. No subcontractors will be utilized for this engagement.
The Pun Group is the right choice for the City of Desert Hot Springs because:
We Understand the Demographics and Your Needs. The Pun Group is reputable for its governmental practice. We are the principal auditors for cities in California such as Bell, Fresno, Gilroy, Hercules, Lakewood, Madera, Montebello, Monterey, Napa, National City, Palm Springs, Salinas, San Mateo, Santa Clarita, Stockton, Tracy, and several others. Accordingly, the proposed engagement team has a deep understanding of the current issues that municipalities are facing, such as varying demographics, economic environments, and the constantly changing landscape of laws and regulations.
Recognized Leader in the Governmental Industry. We are a small national Firm with licenses in the States of California, Arizona, and Nevada and a proven leader in professional services to the government sector. All key engagement team professionals are licensed to practice as Certified Public Accountants and meet the Continuing Professional Education requirements under US GAO’s Government Auditing Standards to perform the proposed audits. The partners and all employees proposed to perform the requested services do not have a record of substandard audit work nor have any outstanding claim of substandard practice or unsatisfactory performance pending with the State Board of Accountancy or other professional organizations. In addition, we are members of the national AICPA Audit Quality Center.
We strongly believe that part of our success is credited to our professionals’ participation in various industry-leading organizations. Such affiliations are critical to addressing emerging accounting and auditing issues within the industry environment.
Item Number: 8.
City of Desert Hot Springs
2 | PUNGROUP.CPA
You’ll Work with a Team that Embraces Innovation and Continuous Improvement. Our Firm is committed to continuous improvement as it relates to service delivery. We embrace innovation and identify areas of technological enhancements in our audit and project management approaches. For example:
Secure Data File Transfer System. In order to improve audit efficiency, workflow management software plays an essential role between your organization and our engagement team. We employ a secure data file transfer system called Suralink. Suralink’s dynamic request list is integrated with our secure file hosting system for seamless documentrequest coordination, including the upload of large-size files. It means all our requests are in one place, updated in real-time, and accessible by everyone working on the engagement. Not only makes the operation more cost-efficient, but it also enables you and your team to spend your time getting the job done, not reconciling a messy list of outstanding items. In addition, Suralink’s dashboard allows you to visualize the process of document-request fulfillment.
AI Auditor. The Pun Group leverages the technology and research tools required to provide excellent services to its clients. With the usage of Artificial Intelligence (AI) technology, the Firm is capable of issuing all reports requested faster than other audit firms without exposing the City to unnecessary risks.
Remote Auditing Capability. Remote working arrangements have suddenly become the “new normal” in these trying times. Our Firm has deployed top-notch technology and fully transitioned to “remote auditing,” offering our clients the quality services they deserve while being fully “remote” or operating in a “hybrid” schedule. “On-site” audits are still the Firm’s preferred method, and we’ll continue to offer and promote those as well.
Knowledge is Shared with You. As part of our pledge to keep you updated on new technical accounting and financial issues, we implemented our 2023 Virtual Government Accounting Conference, which qualifies for up to 15 hours of CPE – nearly double what other firms offer. These online sessions are free of charge and part of the service package provided to you. More details and dates can be found on the “Client Training Webinars” topic under this proposal.
The Pun Group is proud of its inclusive values and is an avid promoter of equality and diversity. In addition, the Firm is an equal-opportunity employer and complies with all federal and state hiring requirements. We’re proud of supporting affirmative-action philosophies and work hard to provide opportunities for self-enhancement to members of disadvantaged groups.
This proposal is a firm and irrevocable offer valid for ninety (90) days following the closing date for the receipt of all proposals.
The Pun Group LLP certifies that it is independent of the City of Desert Hot Springs and its component units. The Firm meets independence requirements defined by the United States Government Accountability Office’s (US GAO’s) Government Auditing Standards and the American Institute of Certified Public Accountants (AICPA). Based on that, we have not identified an instance that constitutes a conflict of interest relative to performing the services requested by the City.
Finally, we would like to emphasize one additional point: We want to keep your trust and your business! We are confident that the energetic and experienced team we have assembled is the right one for the City.
Our commitment to serving the City of Desert Hot Springs cannot be adequately conveyed in a letter, and I look forward to continuing the discussion with you. I’m assigned as your primary contact for contract negotiations and stand steadfast to serve as your technical/concurring partner. I’m also authorized to legally bind the Firm. Should you have any questions or wish to discuss this proposal, please do not hesitate to contact me at (949) 777-8801 or by email at [email protected].
Sincerely,
Kenneth H. Pun, CPA, CGMA | Managing Partner | The Pun Group LLP 200 East Sandpointe Avenue, Suite 600, Santa Ana, California 92707 Item Number: 8.
City of Desert Hot Springs
3 | PUNGROUP.CPA
License to Practice in California
License to Practice in California
The Firm and all key professional staff are licensed by the State of California to practice as Certified Public Accountants and meet the Continuing Professional Education requirements under US GAO’s Government Auditing Standards to perform the proposed audits.
Firm Registration:
California State Board of Accountancy Number – PAR 7601 Federal Identification Number – 46-4016990
Insurance
If selected, the Firm will maintain the minimum insurance requirements during the entire execution of the agreement with the City of Desert Hot Springs. Within ten days from the implementation of the contract, we will furnish the City of Desert Hot Springs with satisfactory evidence of the insurance requirements and proof that each carrier is required to give at least 30 days prior written notice of the cancellation of any policy during the entire period of the agreement.
The City of Desert Hot Springs will be named as an additional named insured under the Firm’s policies.
A copy of our current certificate of insurance is presented in the Appendices section of this proposal.
Item Number: 8.
City of Desert Hot Springs
4 | PUNGROUP.CPA
Firm Qualifications and Experience
The Pun Group LLP, Certified Public Accountants, and Business Advisors, founded in 2012, is a limited liability partnership. We are a full-service accounting firm comprised of sixty professionals providing auditing, accounting, and advisory services to our clients.
The Firm has become one of the “Top Accounting Firms” in Orange County according to the Orange County Business Journal and is also on the list of CalCPA Top 150 firms.
The combination of our hands-on experience and practical knowledge exercised by our audit professionals makes the Firm unique in our field. Our technical expertise and thorough understanding of current regulations and issues—along with the Firm’s commitment to hard work, integrity, and teamwork in every engagement—enable us to help our clients succeed.
Our Partners’ Group—which includes Kenneth Pun, Coley
Delaney, Andrew Roth, Frances Kuo, John Georger Jr., and Jim Fritzsche — provides auditing, accounting, and advisory services to numerous governmental entities throughout the United States.
With more than two hundred years of combined experience in the industry, we have become a trusted business partner and are wellrespected as leaders in the industry in one of the fastest-growing firms. With nearly 100 government and not-for-profit audit clients, our Partners have a real passion for the industry and believe we are unmatched in our municipal experience. The firm also meets professional standards generally accepted in the United States of America and the standards applicable to financial audits contained in ‘Government Auditing Standards’ issued by the Comptroller General of the United States.
The Firm’s headquarters are located in Orange County, California, with five branches in San Diego, Walnut Creek, Sacramento (California), Las Vegas (Nevada), and Phoenix (Arizona).
The Orange County Office, located at 200 E. Sandpointe Ave., Suite 600, Santa Ana, CA 92707, will perform the requested services for the City. However, we may assign additional staff from our other offices to the engagement at no extra cost to the City. No subcontractors will be used in this engagement.
Global Capabilities
The Pun Group LLP is an independent member of Allinial Global, an association of over 100 independent accounting and consulting firms. Based in North America, Allinial Global offers international support by connecting its member firms to providers and global networks of accounting firms worldwide.
OUR
AFFILIATIONS
OUR FIRM
AT A GLANCE
60 full-time auditing,
accounting, tax and
advisory professionals
One of the fastest growing
firms serving California,
Nevada and Arizona
6 offices across
3 states
Client retention rate:
90 – 95%
Item Number: 8.
City of Desert Hot Springs
5 | PUNGROUP.CPA
Full-Time Government Auditors
As full-time government auditors, we understand that governmental entities do not operate independently but in an increasingly complex web of local, state, and federal relationships. We know how these relationships work, what they mean at the local level, and how every public organization’s focus on resource management is critical to success.
Also, while many accounting Firms can provide services, not all can build excellent working relationships with their clients. The Pun Group LLP prides itself on developing lasting, personal relationships with our clients. Our hands-on partner involvement and low personnel turnover are crucial tools to our success and are highly beneficial to the City.
Local Office’s Information Technology (IT) Audit Capabilities The Pun Group LLP continues our efforts to invest in our IT system to enhance our security further and promote audit efficiency.
Top security for your data is the key to our success. When we have your data virtualized, our Firm takes all the preventive steps to avoid putting your information at risk. Our In-House IT administrator maintains our server to ensure our IT environment is continuously updated with the latest security fixes. Through VPN and Microsoft Remote Desktop, our In-House network administrator can lock down files and system access from a single point, limiting the ability of remote sites to take data from our server.
Access to systems from anywhere and anytime. With more mobility being the norm rather than the exception, our engagement team needs robust access to the engagement files when they are working in your office. Accounting and Auditing Software applications are installed in our “Private” server and can be securely accessed through VPN and Microsoft Remote Desktop. The Firm uses CCH ProSystem fx® Engagement for audit documentation, which allows real-time synchronization of the work papers and instant collaboration quality control review.
Secure Data File Transfer System. In order to improve audit efficiency, workflow management software plays an essential role between your organization and our engagement team. We employ a secure data file transfer system called Suralink.
Suralink’s dynamic request list is integrated with our secure file-hosting system for seamless document-request coordination. It means all our requests are in one place, updated in real-time, and accessible by everyone working on the engagement. As a client, you no longer have to manually maintain a spreadsheet amongst several people, only to repeat the process in a day or two. Not only makes the operation more cost-efficient, but it also enables you and your team to spend your time getting the job done, not reconciling a messy list of outstanding items.
The Suralink dashboard, as shown below, allows you to visualize the process of document-request fulfillment.
BIG FIRM EXPERTISE.
SMALL FIRM VALUES.
Our professional backgrounds at major national
firms showed us how to solve complicated
business and accounting challenges, but the
sense of personal connection was missing.
We launched The Pun Group because we believe
every client deserves to work with experienced
business advisors and CPAs who have the time –
and take the time – to create an authentic
connection. Every client is our top priority!
A UNIQUE CULTURE.
“Personalization” is not just a buzzword – it’s part
of our firm’s culture. We take a personal approach
to everything we do. We collaborate with our
clients, so they’re always part of the process. We
listen to our staff to make sure they have the right
support and resources to do a great job. Getting to
know others and discovering how we can serve
them better is not just a sign of good business
practices; it’s a sign of good people.
INNOVATION EMBRACED.
New ideas keep you ahead of the game. From
leveraging the value of emerging technologies to
further refining trusted processes, we adopt proven
solutions to meet your needs.
WHERE YOU GO, WE GO.
WHERE YOU GROW, WE GROW.
Our success is defined by how you achieve yours.
Partner with accomplished accounting and
financial professionals who are laser-focused on
taking your business to the next level.
Item Number: 8.
City of Desert Hot Springs
6 | PUNGROUP.CPA
Our Services
Our partners and seasoned professionals are always available, guiding clients through their periods of rapid growth as well as difficult times. We are able to do that by offering a portfolio of accounting services that are as diverse as the jurisdictions and entities themselves. The Pun Group LLP has successfully provided professional auditing, accounting, financial reporting, and management advisory/consulting services to a broad spectrum of governmental entities.
ASSURANCE ADVISORY OTHER SERVICES
Financial statements audits
Compliance audits
Performance audits
Internal audits
Service organization
controls audits
Operational reviews/risk
advisory services
Forensic investigation
Financial condition
analysis
Organizational structure
review
Cash flow analysis
Debt restructuring
consultation
Litigation restructuring
consultation
Assistance with the
preparation and review of the
Annual Comprehensive
Financial Report
Government property lease
excise tax compliance review
Sub-recipient monitoring
Implementation of new GASB
pronouncements
Audit readiness services
Contract Finance
Director/Accountant services
Cannabis Compliance Services
Many cities have authorized commercial cannabis to operate within their local jurisdiction.
Compliance issues are common in California’s newly regulated cannabis industry, which is no surprise given the complexity of the state’s regulatory landscape.
The Pun Group LLP has developed a platform to guide government agencies and commercial enterprises through the new and challenging steps in this emerging market. We have partnered with Simplifya, which has developed a cloudbased government agency/licensee compliance solution. Simplifya, headquartered in Denver, Colorado, and at the forefront since legalization in Colorado, has been an industry leader in commercial cannabis compliance since 2016.
This new software allows government agencies to monitor their licensees at every stage of the approval process, from initial licensing to renewal and continuing disclosure requirements. Your communities demand that these new cannabis businesses operate based on the ordinances that you have passed. We can help ensure businesses are working in compliance, and when they are not, your team receives an immediate notification.
The Pun Group LLP has proven itself as a leader in the assurance and advisory field in the government arena. With the addition of Simplifya to our service offering, we have strengthened our position as a leading firm to help with your compliance needs and in unconventional areas, as they emerge.
Joint Venture or Consortium
This project will not be accomplished by a Joint Venture or consortium. No subcontractors will be hired and/or utilized to provide the requested services to the City.
Peer Review
Being a member of the American Institute of Certified Public Accountants (AICPA), The Pun Group LLP is required to obtain an independent peer review of our audit and accounting practice every three (3) years. The peer reviewer assessed the Firm’s quality-control policies, reviewed administrative records, interviewed professional personnel, and inspected the Firm’s working papers and reports from a representative sample of accounting and auditing engagements, including governmental audits. The reviewer concluded that the Firm fully complied with the AICPA’s stringent standards for quality control and issued a peer review rating of “Pass.” A copy of our most recent peer review is presented on the following page:
Item Number: 8.
City of Desert Hot Springs
7 | PUNGROUP.CPA
Federal or State Desk Review
No federal or state desk reviews or field reviews have been undertaken of any audits performed by the Firm or any of its partners, managers, or professionals during the past three (3) years.
Disciplinary Action
State regulatory bodies or professional organizations have taken no disciplinary action against the Firm or any of its partners, managers, or professionals during the past three (3) years.
The Firm has no conditions such as bankruptcy, pending litigations, planned office closures, mergers, or any organizational conflict of interest that may affect the ability of the Firm to perform the required duties requested by the City of Desert Hot Springs.
Item Number: 8.
City of Desert Hot Springs
8 | PUNGROUP.CPA
Partner, Supervisory, and Staff Qualifications and Experience Who We Are
The engagement team was carefully selected to provide the City with all the services needed to successfully complete the audit. Your assigned Engagement and Technical Partners will be personally involved in the project, leading a team that has significant experience in governmental auditing. You can be confident that our broad experience and technical capabilities will allow us to provide technical support, interpret findings, and offer practical solutions to any issues that may arise.
About Your Engagement Team
The personnel assigned to this engagement are fully qualified to perform an effective audit of the City, and their extensive experience will be critical to the audit process. Our professionals are familiar with the complexities of governmental accounting, auditing, and financial reporting, including but not limited to all GASB pronouncements, the Single Audit Act, Uniform Guidance (formerly known as OMB Circular A-133), and fund operations. They have held positions as professional certified public accountants, as well as significant roles within and outside of government agencies. Such qualities will bring to an entity like the City of Desert Hot Springs the thought leadership, quality, and level of experience it requires.
As full-time government auditors, we understand that governmental entities do not operate independently but in an increasingly complex web of local, state, and federal relationships. We know how these relationships work, what they mean at the local level, and how every public organization’s focus on resource management is critical to success.
Also, while many accounting Firms can provide services, not all can build excellent working relationships with their clients. The Pun Group LLP prides itself on developing lasting, personal relationships with our clients. Our hands-on partner involvement and low personnel turnover are crucial tools to our success and are highly beneficial to the City.
Because of the “familiarity threat” under the professional audit and independence standards that may exist in longterm relationships with audit firms, the Firm is committed and has sufficient resources to rotate engagement partners, managers, and or supervisors assigned to the City’s audit with personnel with similar or higher qualifications and experience in order to overcome this threat.
If the Firm changes key personnel, we will provide the City with a written notification. Engagement partners, managers, and specialists will only be changed with the express prior written permission from the City. Audit personnel may be replaced only by those with similar or better qualifications and experience.
Kenneth H. Pun, CPA, CGMA | Engagement/Lead Partner
Kenneth Pun is the Managing Partner and an Assurance Partner at the Firm. With over twenty-one years of public accounting experience in the state and local government sector, he specializes in audits, management, and consulting for governmental organizations. Mr.
Pun served as the Contract Deputy Finance Director for the City of San Marino in 2017. He has served as the Chair of the California Society of CPAs Governmental Auditing Accounting Committee. He is a Certified Public Accountant and a Chartered Global Management Accountant.
Mr. Pun will actively serve as the Engagement/Lead Partner, overseeing the Engagement Team, developing the audit plan, reviewing fieldwork for quality, approving final reports, and communicating with the Finance Department. He will also be responsible for the timely delivery of all services for the City.
Item Number: 8.
City of Desert Hot Springs
9 | PUNGROUP.CPA
Frances J. Kuo, CPA, CGMA | Technical/Concurring Partner Frances Kuo is a Partner at the Firm. She has extensive experience in providing audit and advisory services to local government agencies, including public pension plans, cities, counties, special districts, community colleges, and joint powers authorities, as well as notfor-profit organizations. Ms. Kuo brings a wealth of experience from her background in audits and advisory services in areas such as internal controls, policy development, and accounting system implementation. She is a Certified Public Accountant and a Chartered Global Management Accountant.
In her capacity as the Technical/Concurring Partner, Ms. Kuo will assume the critical responsibility of conducting a secondary review of significant high-risk areas, audit reports, and the resolution of noteworthy accounting, auditing, and reporting matters. This pivotal role ensures a comprehensive and meticulous approach to our services.
John (“Jack”) F. Georger, CPA, CIA, CGMA | GASB Implementation Specialist Throughout his forty years of experience, Mr. Georger has spent many years in the “Big 4” and national firms. He worked diligently alongside numerous governmental municipalities, including cities, counties, and transportation agencies, as well as not-for-profit entities, providing clients with financial and compliance auditing as well as consultation services. Mr.
Georger annually instructs over 300 hours in accounting and auditing subjects and has authored training material in governmental accounting and auditing for the AICPA. Mr.
Georger is also the technical reviewer of the CCH Knowledge-Based Audits™ of State and Local Governments with Single Audits, GAAP Guide (FASB), and Governmental GAAP Guide (GASB), the gold standard for audit firms throughout the United States. As the Chief Quality Officer in our Firm, he advises clients with their complex accounting questions and supports the engagement team with audit issues. He is a Certified Public Accountant, a Certified Internal Auditor, and a Chartered Global Management Accountant.
Mr. Georger is responsible for reviewing all reports issued by the Firm to ensure the utmost quality and compliance with professional standards and the final quality-control assessment within the engagement.
Ross Gotthoffer, CPA | Quality Control Reviewer
Over his two decades of experience, Mr. Gotthoffer has dedicated a significant portion of his career to working with local firms in Florida and California. He has collaborated extensively with various governmental bodies, including cities, special districts, charter schools, and notfor-profit organizations. In these roles, he has provided clients with comprehensive financial and compliance audits, as well as valuable consultation services. Additionally, Mr. Gotthoffer serves as the technical reviewer for esteemed resources like the CCH Knowledge-Based Audits™ of State and Local Governments with Single Audits, GAAP Guide (FASB), and Governmental GAAP Guide (GASB). These resources are considered the industry standard for audit firms across the United States.
In his capacity as our firm's Quality Officer, Mr. Gotthoffer offers guidance to clients facing intricate accounting inquiries and lends support to the engagement team in addressing auditrelated challenges. He holds the title of a Certified Public Accountant registered in the State of Florida and is actively pursuing registration in California.
Mr. Gotthoffer assumes the responsibility of meticulously reviewing all reports issued by our firm. His role ensures the highest level of quality and adherence to professional standards, culminating in the final assessment for quality control within each engagement.
Item Number: 8.
City of Desert Hot Springs
10 | PUNGROUP.CPA
Sophia Kuo, CPA, M.B.A. │Engagement/Project Director
Sophia Kuo is an Assurance Services Director in the Firm who holds an Advanced Certification in Single Audits through the AICPA. She possesses extensive auditing experience, including cities, counties, special districts, and not-for-profit entities. She will work closely with the engagement partners directing and supervising the audit team in its daily activities and tasks. She is a Certified Public Accountant and possesses a MAcc in Accounting and an M.B.A. in Business Administration.
Ms. Kuo will serve as the primary point of contact for your team and will work to ensure the services are conducted within the deadlines and will provide updates on our team’s progress to the partners and you.
Suzette Reyes, CPA | Engagement Manager
Suzette is an Assurance Services Manager within the Firm. She will secure the effective implementation of the services approach while assisting in the timely delivery of the requested services. She is a Certified Public Accountant.
Ms. Reyes will serve as the primary point of contact for your team and will provide updates on our team’s progress to the engagement leaders and you.
Seniors and Professional Staff
Every member of the assurance team possesses the qualifications necessary to conduct financial and compliance audits. This guarantees a consistent level of staff quality throughout the entire engagement period. In our commitment to both staff growth and the continuity of engagements, we actively promote senior and staff accountants to assume greater responsibilities in their ongoing engagements as part of their professional advancement.
Continuing Education and Professional Development
Because of our commitment to providing the highest quality of services to the City, we provide our professionals with technical training to ensure our people stay current on topics within the industry sectors and better equip themselves to serve our clients.
All professionals are required to obtain continuing education that exceeds the requirements of the American Institute of Certified Public Accountants (AICPA) and, where applicable, Government Auditing Standards. Our professionals participate in continuing education programs through the following means:
Governmental Accounting and Auditing Conference sponsored by AICPA. Webinar sponsored by AICPA Government Audit Quality Center. Annual Conference sponsored by California Society Municipal Finance Officers. Governmental Accounting and Auditing Conference sponsored by CalCPA. The Pun Group in-house training on government-specific topics, including but not limited to GASB updates, Government Auditing Standards Revision, Fraud in State and Local Governments, COSO Internal ControlIntegrated Framework, Audit of State and Local Governments, Single Audit, and Mindbridge AI Auditors™.
In 2023, our government professionals received an average of 52 hours of continuing professional education, compared with the 40 hours of accounting industry requirement.
By expanding our knowledge through these seminars/conferences, we can provide the right solutions to our clients.
Item Number: 8.
City of Desert Hot Springs
11 | PUNGROUP.CPA
Staff Continuity
The Pun Group LLP is committed to maintaining staff continuity throughout audit engagements, and we can assure you that the partners assigned to this audit will be involved throughout the entire contract term.
While we cannot guarantee that our staff-level members will stay with the Firm, we encourage loyalty by paying competitive wages, offering opportunities for promotion, using state-of-the-art equipment, and providing excellent working conditions. Also, we offer benefits, including retirement plans, medical plans, profit-sharing programs, and continuing education.
Quality-Control System
Our Firm meticulously monitors the quality and contents of our reports. The Pun Group LLP is 100% committed to providing only the highest grade of work possible for our clients and for those who rely on our audits. The Firm strives to exceed professional industry standards because of the continuing respect for our clients and our emphasis on creating long-lasting relationships. The Pun Group LLP works exclusively with those who share the same moral integrity and values. Our quality-control system has been crafted with excellence in mind. It not only meets AICPA standards but also matches our own elevated standards, which include following various professional development activities.
Engagement Team Resumes
The City of Desert Hot Springs deserves experienced professionals who work as a team. The Pun Group LLP will provide qualified professionals to perform the audit. No subcontractors and/or consultants will be utilized to perform the requested services. Resumes for key engagement team members are presented as follows:
Item Number: 8.
City of Desert Hot Springs
12 | PUNGROUP.CPA
EXPERIENCE
Kenneth H. Pun is the Managing Partner and an Assurance Partner at The Pun Group, LLP, which he founded in 2012 after serving in senior-level positions for well-established national and regional firms. Under his leadership, The Pun Group has become one of the “Top Accounting Firms” in Orange County, according to the Orange County Business Journal. The Pun Group is also on the list of CalCPA's Top 150 firms.
Prior to founding The Pun Group, Ken served clients in a variety of industries, including small to very large state and local governmental agencies, insurance companies, not-for-profits, healthcare, technology, and manufacturing and distribution clients. His career in public accounting was spent primarily with Regional firms and National firms.
Leveraging more than 21 years of public accounting experience, Ken has earned a reputation of being a trusted advisor to governmental and Healthcare organizations throughout California and neighboring states.
Municipalities and public agencies engage him because of his premier level of client service, commitment, and innovative methods of increasing operational efficiencies and reducing costs.
Ken maintains his deep commitment to professional education through his work as an instructor for the California Education Foundation. He has authored training materials in governmental accounting and auditing, such as Financial Reporting for State and Local Governments, 2018 Government Auditing Standards, and Single Audit Fundamentals for California Education Foundation. He is also the technical reviewer of the CCH Knowledge-Based Audits™ of State and Local Governments with Single Audits. He advises clients on those topics at influential industry forums. Internally, Ken mentors audit teams by providing direction and technical guidance to ensure adherence to the firm’s quality controls.
EDUCATION
University of California, Riverside
B.S. Degree – Business Administration, Emphasis in Accounting
LEADERSHIP & AFFILIATIONS
Member, American Institute of Certified Public Accountants (AICPA) Member, California Society of Certified Public Accountants (CalCPA) Past Chair, CalCPA Governmental Accounting and Auditing Committee Member, CalCPA California Committee on Municipal Accounting Member, CalCPA Governmental Accounting and Auditing Conference Planning Committee Member Government Finance Officers Association (GFOA) Member, California Society of Municipal Finance Officers (CSMFO) Member, CSMFO Professional Standards Committee
Speaker, CSMFO Conference (2014 and 2018)
Instructor, CalCPA Education Foundation
Technical Reviewer, CCH Knowledge-Based Audits™ of State and Local Governments with Single Audits
RELEVANT EXPERIENCE
City of National City City of San Bernardino
City of Palm Springs City of Desert Hot Springs
City of Lakewood City of Stockton
City of Pomona City of Redding
City of Clovis City of Shafter
CONTINUING PROFESSIONAL EDUCATION
Various courses are offered by the Firm online through Thompson Reuters, AICPA, and CalCPA Education Foundation, including:
Governmental and Nonprofit Annual Update
Government Auditing Standards
GASB Basic Financial Statements for State and Local Governments Single Audits: Uniform Guidance (formerly OMB Circular A-133) Financial Accounting Standards Board Annual Updates
Statement on Standards for Accounting and Review Services Updates Has met/exceeded the current CPE educational requirements to perform audits of governmental agencies.
Kenneth H. Pun
CPA, CGMA
Engagement/
Lead Partner
EMAIL
[email protected]
WEBSITE www.pungroup.cpa
Expertise:
CITIES
COUNTIES
TRANSPORTATION
AGENCIES
ENTERPRISE
OPERATIONS
HIGHER
EDUCATION
NOT-FOR-PROFIT
Licensed to Practice in:
California
Item Number: 8.
City of Desert Hot Springs
13 | PUNGROUP.CPA
EXPERIENCE
Frances Kuo serves as a Partner in the Assurance division at The Pun Group, LLP, bringing a wealth of experience garnered over seventeen years in accounting and auditing. Her expertise spans engagements with governmental agencies, not-for-profit entities, and employee benefit plans. Frances excels in conducting financial audits compliant with GAO Yellow Book standards and compliance audits aligned with the Uniform Guidance framework, formerly known as OMB Circular A-133 standards.
In her role, Frances has led audits and provided attestation services to various municipalities across California. Her clientele includes cities, counties, successor agencies of former redevelopment agencies, housing authorities, public financing authorities, special districts, and transportation agencies. Frances's contributions have been pivotal in assisting clients in producing Annual Comprehensive Financial Reports in accordance with GASB Statement No.
34. Within the firm, Frances takes on the role of an in-house instructor, dedicatedly providing theoretical and on-the-job training to junior staff members. She has played a key role in developing comprehensive training materials covering topics such as the risk-based audit approach, GASB Statement No. 34 reporting, Single Audits, and employee benefit plan audits.
Frances also provides peer review services to other CPA firms under the practice monitoring Program of the AICPA.
EDUCATION
University of California, Riverside
B.S. Degree – Business Administration, Emphasis in Accounting University of California, Riverside
B.A. Degree – Economics
LEADERSHIP & AFFILIATIONS
Member, American Institute of Certified Public Accountants (AICPA) Member, California Society of Certified Public Accountants (CalCPA) Member, California Society of Municipal Finance Officers (CSMFO)
RELEVANT EXPERIENCE
City of Coachella City of Corona
City of Culver City City of Desert Hot Springs
City of Monterey City of Paramount
City of Palm Springs City of Santa Clarita
City of Seal Beach City of Vernon
CONTINUING PROFESSIONAL EDUCATION
Various courses are offered by the Firm online through Thompson Reuters, AICPA, and CalCPA Education Foundation, including:
Governmental and Nonprofit Annual Update
Government Auditing Standards
GASB Basic Financial Statements for State and Local Governments Single Audits: Uniform Guidance (formerly OMB Circular A-133) Financial Accounting Standards Board Annual Updates
Statement on Standards for Accounting and Review Services Updates Has met/exceeded the current CPE educational requirements to perform audits of governmental agencies.
Frances J. Kuo
CPA, CGMA
Technical/
Concurring Partner
EMAIL
[email protected]
WEBSITE www.pungroup.cpa
Expertise:
CITIES
COUNTIES
TRANSPORTATION
AGENCIES
ENTERPRISE
OPERATIONS
HIGHER
EDUCATION
NOT-FOR-PROFIT
Licensed to Practice in:
California
Arizona
Item Number: 8.
City of Desert Hot Springs
14 | PUNGROUP.CPA
EXPERIENCE
Jack Georger is the Chief GASB Implementation Specialist within The Pun Group LLP’s Assurance division. By leveraging more than forty years of public accounting and auditing experience in the government, agribusiness, financial services, manufacturing, and nonprofit sectors, Mr. Georger brings in-depth knowledge and practical expertise to each engagement.
Jack coordinates, plans, and manages financial audit activities, consulting activities, federal and state compliance audit activities, performance audits, and numerous quality control and internal control reviews for a broad mix of governmental agencies and programs throughout the United States.
Mr. Georger leads our Peer Review department providing peer review services to other firms under the practice monitoring program of the AICPA.
Mr. Georger is a continuing professional education course instructor for the AICPA. Annually, he instructs over 300 hours in accounting and auditing subjects. Jack has authored training material in governmental accounting and auditing for the AICPA. He is the technical reviewer of the CCH Knowledge-Based Audits™ of State and Local Governments with Single Audits, GAAP Guide (FASB), and Governmental GAAP Guide (GASB).
Mr. Georger is licensed to practice as a certified public accountant in the states of California, New York, Virginia, Maryland, the District of Columbia, Missouri (inactive), Connecticut (inactive), and Wyoming (inactive). He is a Certified Internal Auditor (CIA).
EDUCATION
George Mason University Fairfax, Virginia
B.S. Degree – Accounting
LEADERSHIP & AFFILIATIONS
Member and Instructor, American Institute of Certified Public Accountants (AICPA) Member, Institute of Internal Auditors
Member, California Society of Certified Public Accountants (CalCPA) Member, New York Society of Certified Public Accountants (NYSSCPA) Chairman, NYSSCPA Government Accounting and Auditing Committee Member, NYSSCPA Auditing Standards Committee
Member, NYSSCPA Sustainability Committee
Member, NYSSCPA Not-for-Profit Committee
Nevada Society of Certified Public Accountants (NSCPA) Member, Government Finance Officers Association (GFOA) – Reviewer Member, Institute of Internal Auditors
CONTINUING PROFESSIONAL EDUCATION
He has instructed over 300 hours of municipal accounting courses offered by the AICPA.
Has met/exceeded the current CPE educational requirements to perform audits of governmental agencies.
John F. Georger, Jr .
CPA, CIA, CGMA
GASB
Implementation
Specialist
EMAIL
[email protected]
WEBSITE www.pungroup.cpa
Expertise:
CITIES
COUNTIES
TRANSPORTATION
AGENCIES
ENTERPRISE
OPERATIONS
HIGHER
EDUCATION
NOT-FOR-PROFIT
Licensed to Practice in:
California
Arizona
Nevada
Item Number: 8.
City of Desert Hot Springs
15 | PUNGROUP.CPA
EXPERIENCE
Ross Gotthoffer, a Director in The Pun Group LLP's Assurance division, boasts over two decades of public accounting and auditing experience across diverse sectors such as government, agribusiness, financial services, manufacturing, and nonprofits. His wealth of knowledge and practical expertise enhances every engagement.
As a seasoned Quality Control Reviewer at the CPA firm, Mr. Gotthoffer ensures the highest standards of accuracy and compliance. His meticulous approach encompasses the evaluation of financial statements, auditing processes, and regulatory adherence. With a proven track record, he actively contributes to enhancing overall quality control protocols, providing valuable insights, and fostering a culture of excellence within the organization.
Mr. Gotthoffer's responsibilities include conducting comprehensive quality reviews of all reports, ensuring that audits align with both firm and professional standards. He serves as a key resource for technical and operational issues, bringing a depth of expertise to the role.
Additionally, Mr. Gotthoffer holds the position of technical reviewer for significant publications like CCH Knowledge-Based Audits™ of State and Local Governments with Single Audits, GAAP Guide (FASB), and Governmental GAAP Guide (GASB). He is a licensed certified public accountant in the state of Florida.
EDUCATION
University of South Florida, Tampa, Florida
Master of Accountancy
LEADERSHIP & AFFILIATIONS
Member, American Institute of Certified Public Accountants (AICPA) Member, Florida Institute of Certified Public Accountants (AICPA) Member, Government Finance Officers Association (GFOA) – Reviewer
CONTINUING PROFESSIONAL EDUCATION
Has met/exceeded the current CPE educational requirements to perform audits of governmental agencies.
Ross Gotthoffer
CPA
Quality Control
Reviewer
EMAIL
[email protected]
WEBSITE www.pungroup.cpa
Expertise:
CITIES
COUNTIES
TRANSPORTATION
AGENCIES
ENTERPRISE
OPERATIONS
HIGHER
EDUCATION
NOT-FOR-PROFIT
Licensed to Practice in:
Florida
Item Number: 8.
City of Desert Hot Springs
16 | PUNGROUP.CPA
EXPERIENCE
Sophia Kuo is a Director within The Pun Group, LLP’s Assurance division. In her seven years of accounting and auditing experience, Sophia has worked with governmental agencies, not-forprofit entities, and private for-profit entities. She possesses governmental expertise that ranges from GASB audit/reporting, Internal Controls/COSO Framework, Single Audit, Corporate Financial Reporting, Data Analysis, and Taxation.
Ms. Kuo has performed audits and other attestation services for several governmental agencies throughout California. Her portfolio includes cities, counties, redevelopment agencies, public financing authorities, housing authorities, transportation agencies, and special districts. Also, she has helped them publish their Annual Comprehensive Financial Reports in compliance with GASB Statement No. 34.
EDUCATION
Fu Jen Catholic University
B.A. Degree – International Trading and Finance, Emphasis in Finance Idaho State University
Master of Accounting (MAcc)
Master of Business Administration (M.B.A.)
LEADERSHIP & AFFILIATIONS
Member, American Institute of Certified Public Accountants (AICPA) Member, California Society of Certified Public Accountants (CalCPA)
RELEVANT EXPERIENCE
City of Coachella City of Culver City
City of Desert Hot Springs City of Gardena
City of Laguna Niguel City of Lakewood
City of Monterey City of Monterey Park
City of Perris City of Pomona
CONTINUING PROFESSIONAL EDUCATION
Various courses are offered by the Firm online through Thompson Reuters, AICPA, and CalCPA Education Foundation, including:
Governmental and Non-profit Annual Update
Government Auditing Standards
GASB Basic Financial Statements for State and Local Governments Single Audits: Uniform Guidance (formerly OMB Circular A-133) Financial Accounting Standards Board Annual Updates
Statement on Standards for Accounting and Review Services Updates Has met/exceeded the current CPE educational requirements to perform audits of governmental agencies.
Sophia Kuo
CPA, M.B.A.
Engagement/
Project Director
EMAIL
[email protected]
WEBSITE www.pungroup.cpa
Expertise:
CITIES
COUNTIES
TRANSPORTATION
AGENCIES
ENTERPRISE
OPERATIONS
HIGHER
EDUCATION
NOT-FOR-PROFIT
Licensed to Practice in:
California
Item Number: 8.
City of Desert Hot Springs
17 | PUNGROUP.CPA
EXPERIENCE
Suzette Reyes is an Assurance Services Manager within The Pun Group LLP, with nine years of accounting and auditing experience.
Ms. Reyes has successfully performed audits and other attestation services for several governmental and nonprofit agencies.
Suzette will perform a significant amount of fieldwork, supervise all staff accountants, participate in the planning phase of the engagement, including the development of the overall audit plan and programs, and be heavily involved in the review and preparation of all reports.
EDUCATION
University of the East - Philippines
B.S. Degree – Accounting
LEADERSHIP & AFFILIATIONS
Member, California Society of Certified Public Accountants (CalCPA) Member, Association of Certified Fraud Examiner (ACFE)
RELEVANT EXPERIENCE
City of Gardena City of Arvin
City of Palm Springs City of Dessert Hot Springs
City of Seal Beach City of Bell
City of Monterey
City of Montebello
Orange County Business Council
Los Angeles Law Library
CONTINUING PROFESSIONAL EDUCATION
Various courses offered by the Firm, online through Thompson Reuters, AICPA, CalCPA Education Foundation, including:
Governmental and Nonprofit Annual Update
Government Auditing Standards
GASB Basic Financial Statements for State and Local Governments Single Audits: Uniform Guidance (formerly OMB Circular A-133) Financial Accounting Standards Board Annual Updates
Statement on Standards for Accounting and Review Services Updates Has met/exceeded the current CPE educational requirements to perform audits of governmental agencies.
Suzette Reyes
CPA
Engagement
Manager
EMAIL
[email protected]
WEBSITE www.pungroup.cpa
Expertise:
CITIES
TRANSPORTATION
AGENCIES
ENTERPRISE
OPERATIONS
NOT-FOR-PROFIT
Licensed to Practice in:
California
Item Number: 8.
City of Desert Hot Springs
18 | PUNGROUP.CPA
List of Current Municipal Clients
The Pun Group LLP has performed numerous audits of organizations subject to financial and compliance audits. These audits were performed under auditing standards generally accepted in the United States, Government Auditing Standards, Uniform Guidance (formerly known as OMB Circular A-133), and its Compliance Supplement (when applicable), Office of the State Controller’s Minimum Audit Requirements and Reporting Guidelines.
A representative list of our current clients is as follows:
Municipalities Dates Financial
Audit
Single
Audit
GFOA
Certificate
Total
Hours
City of Adelanto 2021 – Present Yes Yes Yes 700
City of Anderson 2023 – Present Yes Yes N/A 530
City of Arvin 2013 – Present Yes Yes N/A 400
City of Baldwin Park 2022 – Present Yes Yes Yes 700
City of Bell 2018 – Present Yes Yes Yes 520
City of Bradbury 2012 – Present Yes N/A N/A 150
City of Calexico 2007 – Present Yes Yes N/A 750
City of Clovis 2006 – Present Yes Yes Yes 500
City of Coachella 2017 – Present Yes Yes Yes 410
City of Commerce 2023 – Present Yes Yes Yes 570
City of Cottonwood, AZ 2007 – Present Yes Yes Yes 400
City of Corona 2021 – Present Yes Yes Yes 640
City of Cudahy 2023 – Present Yes Yes Yes 500
Town of Corte Madera 2022 – Present Yes Yes N/A 400
Town of Danville 1999 – Present Yes Yes Yes 400
City of Douglas, AZ 2020 – Present Yes Yes Yes 300
City of Desert Hot Springs 2013 – Present Yes N/A N/A 700 City of Fresno 2022 – Present Yes Yes Yes 1,450
City of Gardena 2007 – Present Yes Yes Yes 700
City of Gilroy 2020 – Present Yes Yes Yes 640
City of Glendora 2017 – Present Yes Yes Yes 430
City of Gustine 2017 – Present Yes N/A N/A 400
City of Hemet 2015 – Present Yes Yes N/A 380
City of Hercules 2020 – Present Yes Yes Yes 450
City of Lake Elsinore 2023 – Present Yes Yes Yes 460
City of Lakewood 2013 – Present Yes Yes Yes 380
City of Lynwood 2016 – Present Yes Yes Yes 585
Item Number: 8.
City of Desert Hot Springs
19 | PUNGROUP.CPA
Municipalities Dates Financial
Audit
Single
Audit
GFOA
Certificate
Total
Hours
City of Madera 2019 – Present Yes Yes Yes 470
City of Menlo Park 2023 – Present Yes Yes Yes 550
City of Montebello 2022 – Present Yes Yes Yes 600
County of Monterey 2023 – Present Part of the audit & consulting services pool TBD City of Monterey Park 2023 – Present Yes Yes Yes 612
City of Napa 2019 – Present Yes Yes Yes 750
City of National City 2013 – Present Yes Yes Yes 600
City of Palm Springs 2020 – Present Yes Yes Yes 1,000
City of Paramount 2023 – Present Yes Yes Yes 460
City of Patterson 2017 – Present Yes Yes Yes 450
City of Placerville 2008 – Present Yes Yes N/A 400
City of Pinole 2023 – Present Yes Yes Yes 400
City of Redlands 2022 – Present Yes Yes Yes 650
City of Ridgecrest 2009 – Present Yes Yes Yes 300
City of Rohnert Park 2020 – Present Yes Yes Yes 700
City of Salinas 2022 – Present Yes Yes Yes 800
City of San Mateo 2021 – Present Yes Yes Yes 900
City of Santa Clarita 2022 – Present Yes Yes Yes 1,200
City of Santa Cruz 2023 – Present Yes Yes Yes 800
City of Seal Beach 2017 – Present Yes Yes Yes 410
City of Stockton 2012 – Present Yes Yes N/A 3,000
City of Tracy 2021 – Present Yes Yes Yes 960
Town of Tiburon 2022 – Present Yes Yes Yes 452
City of Vernon 2023 – Present Yes Yes Yes 1000
City of Visalia 2021 – Present Yes Yes Yes 650
Imperial County Transportation
Commission 2020 – Present Yes Yes Yes 600
Nevada County Transportation
Commission 2021 – Present Compliance
Services N/A N/A 450
San Diego Metropolitan Transit System 2005 – Present Yes Yes Yes 1,850 Shasta Regional Transportation Agency 2015 – Present Yes N/A N/A 400 Carmel Area Wastewater District 2022 – Present Yes Yes N/A 150 CAWD/PBSCD Wastewater Reclamation
Project 2022 – Present Yes N/A N/A 150
Central Basin Water District 2018 – Present Yes Yes N/A 400 Item Number: 8.
City of Desert Hot Springs
20 | PUNGROUP.CPA
Municipalities Dates Financial
Audit
Single
Audit
GFOA
Certificate
Total
Hours
Las Virgenes Municipal Water District 2014 – Present Yes N/A N/A 400 Los Angeles County Law Library 2020 – Present Yes N/A N/A 180 Marina Coast Water District 2012 – Present Yes N/A Yes 240 Menlo Park Fire Protection District 2015 – Present Yes Yes Yes 240 NALEO Educational Fund and NALEO 2020 – Present Yes N/A N/A 300 Olivenhain Municipal Water District 2019 – Present Yes Yes Yes 200 Padre Dam Municipal Water District 2020 – Present Yes Yes Yes 250 Rancho Murieta Community Services
District 2019 – Present Accounting and Consulting Services 800 Rancho Santa Fe Fire Protection District 2015 – Present Yes N/A N/A 120 San Bernardino County Preschool
Services Department 2020 – Present Yes Yes N/A 150
San Bernardino County Fire Protection
District 2016 – Present Yes N/A N/A 200
San Elijo Joint Powers Authority 2016 – Present Yes N/A N/A 146 Santa Fe Irrigation District 2019 – Present Yes N/A N/A 250 Sweetwater Authority 2022 – Present Yes Yes Yes 270
South Bay Cities Council of Governments 2020 – Present Yes N/A N/A 100 South Orange County Water Authority 2017 – Present Yes Yes Yes 240 South Bay Regional Public
Communications Authority 2015 – Present Yes N/A N/A 100 Southwestern Community College District 2009 – Present Yes Yes N/A 720 Valley Sanitary District 2015 – Present Yes N/A Yes 140 West Valley Mosquito and Vector Control
District 2016 – Present Yes N/A N/A 100
Zone 7 Water Agency 2020 – Present Yes Yes Yes 400
GFOA Award Program
The Pun Group LLP realizes the importance of maintaining the Certificate for Excellence in Financial Reporting from the GFOA. Our professionals are exceptionally well qualified to assist governments in obtaining and maintaining their certificates.
Our dedication and active engagement in shaping auditing and accounting standards are evident through our enthusiastic participation in the GFOA's financial statements certificate programs. Remarkably, all of our present clients who have submitted their Annual Comprehensive Financial Reports to the GFOA have been honored with these prestigious awards.
Also, our senior partner, Mr. John F. Georger, is a member of the Government Finance Officers Association and participates in the GFOA Special Review Committee.
Item Number: 8.
City of Desert Hot Springs
21 | PUNGROUP.CPA
Firm’s Experience with Single Audit and Grants
The Pun Group LLP works with numerous organizations that receive extensive governmental funding and are subject to auditing under Uniform Grant Guidance. This Firm’s specialization helps our audit team understand the procedures’ nuances and execute the engagement accordingly. We also assist in preparing the data collection form and preparing the reporting package for submission to the federal audit clearinghouse.
The Firm is a member of the AICPA Governmental Audit Quality Center and has demonstrated its commitment to audit quality, including those performed under Government Auditing Standards and Uniform Guidance. Also, we are a recipient of the Single Audit Resource Center’s Award for Excellence. This award is based on the positive feedback result from our clients in an independent survey, demonstrating our Firm’s highest commitment to quality and client satisfaction.
We utilize standardized audit programs from the federal government’s Compliance Supplement to ensure that our procedures meet federal standards. Our audit programs are continually updated to reflect the revisions of OMB.
Our Uniform Guidance risk-based approach focuses on areas of higher risk of non-compliance. Such an approach truly reflects the federal government's intent by concentrating on the following four steps:
1. Planning & Internal control assessment: The engagement team will obtain an understanding of the City and its operating environment and its internal control over the Schedule of Expenditures of Federal Awards. The engagement team will perform the major program determination and communicate with the City’s management before conducting major program testing.
2. Testing & compliance assessment: The engagement team will obtain an understanding of internal control over compliance on the direct and material compliance requirements for each major program. The engagement will perform testing on internal controls over compliance to ensure the controls are in place working effectively and properly and that the City is in compliance with the applicable regulations in administering major programs.
3. Reporting & Review: The engagement team will review and prepare the single audit reports and perform quality control procedures following the Quality Control Standards issued by the AICPA. Any comments will be issued to the management or the Charge with Governance, depending on the magnitude of the issues. Upon obtaining the final approvals from management, the Single Audit report will be issued.
4. Issuance to Clearing House: The engagement team will assist the City in drafting the data collection form and completing the final submission, including uploading the audit package to the Federal Clearing House.
Item Number: 8.
City of Desert Hot Springs
22 | PUNGROUP.CPA
Our Firm has audited hundreds of millions of dollars in federal expenditures, making our engagement team uniquely experienced in single audits. We are familiar with grantors, such as:
Following are a few examples of the types of federal programs our engagement team has experience auditing:
Corporation for National and Community Services
Department of Agriculture
Department of Education
Department of Health and Human Services
Department of Housing and Urban Development
Department of Transportation
Environmental Protection Agency
Department of Commerce
Department of Labor
Department of Homeland Security
Department of Justice
Department of Treasury
Executive Office of the President
Item Number: 8.
City of Desert Hot Springs
23 | PUNGROUP.CPA
Firm’s Experience with Finance and Community Development Institutions Our Firm has provided professional services to several Finance Authorities, as well as Community Development Agencies. Some examples are:
Finance Authorities:
City of Bell Public Finance Authority
City of Desert Hot Springs Financing Authority
City of Hercules Public Financing Authority
City of Lakewood Public Financing Authority
City of Madera Financing Authority
City of Palm Springs Public Financing Authority
City of Patterson Financing Authority
West Patterson Financing Authority
City of Perris Public Financing Authority
City of Pomona Public Financing Authority
Town of Danville Financing Authority
Community Development Agencies:
City of Lodi (Special Purpose Audits – Community Development Block Grant/Home Funds) Morgan Towers (Multi-Family Program), National City Community Development Commission National City Community Development Commission
Perris Community Economic Development Corporation
Firm’s Experience with Housing Authorities and Subsidized HUD Programs The assigned engagement team will count on their experience with numerous financial and compliance audits as well as agreed-upon procedures to deliver the requested services. Our team has extensive experience with the following subsidized HUD programs:
Housing Choice Voucher (HCV)
Family Self Sufficiency (FSS)
Shelter Plus Care (SPC)
Housing Opportunities for Persons with AIDS (HOPWA)
Veterans Affairs Supportive Housing (VASH)
Community Development Block Grant (CDBG) – City of Lynwood HOME Investment Partnership Grant (HOME) – City of Lynwood In addition, our Firm has provided professional services to several Housing Authorities. Some examples are:
Calexico Housing Authority
Culver City Housing Authority
Douglas Housing Authority, AZ
Encinitas Housing Authority
Glendora Housing Authority
Lakewood Successor Housing Authority
National City Community Development Commission
Napa Housing Authority
Morgan Towers (Multi-Family Program), National City Community Development Commission Monterey Park Housing Authority
Perris Housing Authority
Pomona Housing Authority
Port Hueneme Housing Authority
Poway Housing Authority
Housing Authority of the Redding
South Gate Housing Authority
Item Number: 8.
City of Desert Hot Springs
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Firm’s Current and Past Experience with Joint Powers Authorities and Public Utilities Our Firm has provided professional services to several JPAs and Public Utilities. Below is a representative listing of such engagements:
Adelanto Public Utility Authority
Arbuckle Public Utility District
Casitas Municipal Water District
Central Basin Municipal Water District
City of Monterey Joint Powers Financing Authority
Coachella Valley Resource Conservation District
Diablo Water District
East Orange County Water District
El Toro Water District
Farm Mutual Water Company
Las Virgenes Municipal Water District
Las Virgenes – Triunfo Joint Powers Authority
Los Angeles Waterkeeper
Marina Coast Water District
North County Dispatch Joint Powers Authority
Olivenhain Municipal Water District
Orange County Coastkeeper
Palmdale Water District
Perris Joint Powers Authority
Regional Solid Waste Authority
Riverside County Flood Control and Water Conservation District San Diego Coastkeeper
San Bernardino County Fire District
San Elijo Joint Powers Authority
Santa Fe Irrigation District
Sativa Los Angeles County Water District
South Orange County Wastewater Authority
Valley Sanitary District
Water Replenishment District of Southern California
West County Wastewater District
Item Number: 8.
City of Desert Hot Springs
25 | PUNGROUP.CPA
Firm’s Experience with State Controller’s Reports
The Pun Group LLP has assisted numerous clients with the preparation of the required reports by the California State Controller’s Office. Some of these experiences are as follows:
Cities Financial Transactions Report:
City of Arvin
City of Bell
City of Coachella
City of Culver City
City of Desert Hot Springs
City of Hercules
City of Placentia
City of Laguna Niguel
City of Lakewood
City of Lynwood
City of Monterey
City of Morro Bay
City of Napa
City of National City
City of Palm Springs
City of Perris
City of Rohnert Park
City of South Gate
City of Stockton
Annual Street Report:
City of Desert Hot Springs
City of Laguna Niguel
City of Napa
City of Palm Springs
City of Perris
City of Stockton
Special Districts Financial Transactions Report:
Special District of West End Water Development Treatment and Conservation Joint Powers Authority Special District of West Valley Water District
Special District of Coachella Financing Authority
Special District of Coachella Sanitary District (Riverside) Special District of Coachella Water Authority
Special District of Desert Hot Springs Public Financing Authority Special District of Desert Hot Springs Successor Agency Special District of Perris Public Utility Authority
Special District of Perris Public Financing Authority Special District of Perris Joint Powers Authority
Special District of Central Basin Municipal Water District Special District of Marina Coast Water District
Special District of Menlo Park Fire Protection District Special District of San Bernardino County Fire Protection District Transit Operators Financial Transactions Report:
City of Arvin
City of Culver City
Item Number: 8.
City of Desert Hot Springs
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Our Professional’s Experience with Pensions and Other Post-Employment Benefits Members of our team have experience in providing professional services to the following employee retirement systems:
California Public Employees' Retirement System (CALPERS) Culver City Other Postemployment Benefit Plan
Nevada Public Employees Retirement Systems
Sacramento County Employees’ Retirement System
San Francisco Community College District
San Diego County Employees Retirement Association
San Diego City Employees’ Retirement System
San Diego Transit Corporation Employee’s Retirement Plan San Jose Employee Retirement System
University of California Pension Plans
In addition, our team draws years of expertise reviewing budget documents as well as various pension and other post-employment benefits (“OPEB”) plan documents, including but not limited to trust agreements, pension, and OPEB actuarial reports, GASB 68 and 75 reports, as well as GASB 75 reports prepared under Alternative Measurement Methods. A relevant list of plans includes:
California Public Employees' Retirement System GASB 68 reports Public Agency Retirement System (“PARS”) GASB 68 reports San Bernardino County Employees’ Retirement Association (“SBCERA”) GASB 68 reports PARS GASB 75 reports
Experience in Performing Program-Specific Audits
The assigned engagement team will count on their experience with numerous financial and compliance audits as well as agreed-upon procedures to deliver the requested services to the City. Our team is extremely experienced with the following:
National Transit Database (“NTD”)
Federal Transit Administration (“FTA”)
Local Transportation Fund (“LTF”)
State Transit Assistance Fund (“STAF”)
State of Good Repair (“SGR”)
Low Carbon Transit Operations Program Accounts (“LCTOP”) Public Transportation Modernization Improvement and Service Enhancement Account (PTMISEA) Proposition 1B
State of California Transportation Development Act (“TDA”), including the requirements of the Southern California Association of Governments’ Transportation Development Act Conformance Auditing Guide Special District, Transit District Reporting, and Transportation Reporting Requirements, as specified by the California State Controller
Sales Tax Measures
Debt Compliance/Bond Debt
We have conducted financial, and compliance audits for transportation clients, such as:
Big Bear City Airport District Culver City Bus Lines GTrans (Gardena Municipal Bus Lines) Gold Coast Transit Imperial County Local Transportation Authority North County Transit District San Diego Metropolitan Transit System Shasta Regional Transportation Authority SunLine Transit Agency Ventura County Transportation Commission Imperial County Transportation Commission Nevada County Transportation Commission Item Number: 8.
City of Desert Hot Springs
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Firm’s Expertise and Experience in Governmental Accounting Rules and Regulations, Including Implementation of new GASB Pronouncements
The evolving landscape of federal laws, statutes, ordinances, and compliance provisions has introduced unparalleled complexity into the realm of public accounting. Our GASB Implementation Specialist, Mr. Jack Georger, has been instrumental in guiding our clients through the implementation of new standards while navigating changes within existing ones. Additionally, our partners play key roles in committees that contribute to the formulation of new standards, and they actively engage with industry associations focused on state and local governments.
Through our active participation in industry associations and related activities, we ensure that we stay abreast of the latest developments in the field and their implications for your operations. Rest assured, we are committed to keeping both you and our colleagues within the Firm fully informed about these developments.
Also, our professionals are familiar with the complexities of governmental accounting, auditing, and financial reporting, including but not limited to all GASB pronouncements, the Single Audit Act, and Uniform Guidance (formerly known as OMB Circular A-133) and fund operations. They have held positions as professional certified public accountants and taken on significant roles within and outside government agencies. Such experience brings to our clients the thought leadership, quality, and level of expertise they require.
The Firm is well versed and experienced in assisting our clients with the implementation of the applicable GASB pronouncements every year, such as:
GASB 34
GASB 54
GASB 65
GASB 68
GASB 75
GASB 84
GASB 87
GASB 91
GASB 94
GASB 96
Throughout the engagement, several new GASB pronouncements will become effective. The Engagement Team will pay specific attention to upcoming statements that will become effective and work with the City to create a plan to address new standards before the implementation period. This step will allow the finance department staff the needed time to be prepared.
Special Attention: GASB Pronouncements Effective for Reporting Year 2024 GASB Statement No. 100, Accounting Changes and Error Corrections – an Amendment of GASB Statement No. 62 The primary objective of this Statement is to enhance accounting and financial reporting requirements for accounting changes and error corrections to provide more understandable, reliable, relevant, consistent, and comparable information for making decisions or assessing accountability. Application of this statement is effective for the City’s fiscal year ending June 30, 2024.
GASB Statement No. 101, Compensated Absences
The objective of this Statement is to better meet the information needs of financial statement users by updating the recognition and measurement guidance for compensated absences. That objective is achieved by aligning the recognition and measurement guidance under a unified model and by amending certain previously required disclosures. Application of this statement is effective for the City’s fiscal year ending June 30, 2025.
GASB Statement No. 102, Certain Risk Disclosures
The objective of this Statement is to provide users of government financial statements with essential information about risks related to a government’s vulnerabilities due to certain concentrations or constraints. That objective is achieved by requiring governments to assess whether a concentration or constraint makes the primary government reporting unit or other reporting units that report a liability for revenue debt vulnerable to the risk of a substantial impact. The statement also requires a government to assess whether an event or events associated with a concentration or constraint that could cause the substantial impact have occurred, have begun to occur, or are more likely than not to begin to occur within 12 months of the date the financial statements are issued. Application of this statement is effective for the City’s fiscal year ending June 30, 2025. Earlier application is encouraged.
Item Number: 8.
City of Desert Hot Springs
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Firm's Experience with Tyler Technologies and Their Solutions Our professionals are extremely familiar with Tyler Technologies and their software solutions. Our team will deploy such experience to hit the ground running with no downtime. Some examples of our clients who utilize Tyler Technologies are:
Client Name Office Industry
Madera, City of Santa Ana Local Government
Encinitas, City of San Diego Local Government
Rohnert Park, City of Walnut Creek Local Government
San Elijo JPA San Diego Special District
Shafter, City of Santa Ana Local Government
Lodi, City of Walnut Creek Local Government
Lakewood, City of Orange County Local Government
Culver City, City of Orange County Local Government
Perris, City of Orange County Local Government
Lynwood, City of Orange County Local Government
Gardena, City of Orange County Local Government
Monterey, City of Orange County Local Government
South Gate, City of Orange County Local Government
South Bay Regional Communications Orange County Local Government Item Number: 8.
City of Desert Hot Springs
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Similar Engagements with Other Government Entities
References
The following are examples of some of the engagements with similar requirements as the City of Desert Hot Springs’s proposal. Please feel free to contact these agencies to learn more about their experiences working with us.
Name of Public Agency San Diego Metropolitan Transit System Contact Info Ms. Erin Dunn, Controller
(619) 557-4536
[email protected]
Total Hours Approximately 1,850 hours
Cost of Services $225,000/year
Date of Services 2005 – Present
Scope of Work/Reports Prepared Financial Audit and Compliance Services: Annual Comprehensive Financial Report Audit, GFOA Award, San Diego Transit Corporation Employee’s Retirement Plan, AUP/National Transit Database (NTD): MTS, San Diego Transit Corp., San Diego Trolley, Inc., AUP/Transportation Development Act (TDA): MTS, San Diego Transit Corp., San Diego Trolley, Inc., AUP/Indirect Costs, and Public Transportation Modernization Improvement Service Enhancement Account (PTMISEA).
Name of Public Agency City of Stockton
Contact Info Mr. Jay Kapoor
(209) 937-5435
[email protected]
Total Hours Approximately 3,000 hours
Cost of Services $272,000/year
Date of Services 2012 – Present
Scope of Work/Reports Prepared Financial Audit and Compliance Services: Annual Comprehensive Financial Report, GFOA Award, Single Audit, GANN Limit, Measure A, Measure W, Measure M, Entertainment Venues, Revenue and Expenditures related to Downtown Marina, Cannabis License Audits, Review of Major Revenues required by the Bankruptcy Agreement with Assured Guarantee.
Name of Public Agency City of Tracy
Contact Info Ms. Sara Cowell
(209) 831-6862 | [email protected]
Total Hours Approximately 960 hours
Cost of Services $96,500/year
Date of Services 2021 – Present
Scope of Work/
Reports Prepared
Financial Audit and Compliance Services: Annual Comprehensive Financial Report, GFOA Award, Single Audit, GANN Limit, National Transit Database (NTD), State Controller’s Reports (City, PFA, Operating Partnership JPA, City’s Transit Operator’s General Services, and Specialized Services) Name of Public Agency City of National City
Contact Info Mr. Phillip Davis, Financial Analyst
[email protected]
(619) 336-4246
Total Hours 600
Cost of Services $70,000/year
Date of Services 2013 – Present
Scope of Work/Reports Prepared Financial Audit and Compliance Services: Annual Comprehensive Audit, GFOA Award, Single Audit, GANN Limit, HUD Single Audit/Morgan Towers, Financial and Compliance Reports – Kimball Towers, Annual State Controller’s Report.
Item Number: 8.
City of Desert Hot Springs
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Specific Audit Approach
Scope of Work, Audit Approach, and Methodology
The City of Desert Hot Springs is requesting the Firm to perform Professional Auditing Services and issue opinions on the City’s financial statements. The audits are to be completed in accordance with all applicable and generally accepted auditing standards, including, but not limited to, the following:
Generally accepted auditing standards as set forth by the American Institute of Certified Public Accountants (AICPA).
US General Accounting Office’s (GAO) Standard for Audit of Governmental Organizations, Programs, Activities, and Functions.
Local Governments and Governmental Accounting Standards Board (GASB) Pronouncements. The standards applicable to financial audits contained in the most current version of the Generally Accepted Government Auditing Standards (Yellow Book), issued by the Comptroller General of the United States. The provisions of the US Office of Management and Budget (OMB) Uniform Guidance (formerly known as Circular A-133), Audits of State and Local Governments and Non-profit Organizations, and the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards.
The Firm will perform the following services:
Financial Statement Audits and issuance of an opinion statement on the Basic Financial Statements of the City of Desert Hot Springs and the financial statements of its component units. The audit will be conducted in accordance with Generally Accepted Government Auditing Standards. The report will be in full compliance with all current GASB pronouncements.
The management of the City identified the following component unit (with fiscal year ending June 30) for inclusion in the City’s financial statements:
Desert Hot Springs Successor Agency
Desert Hot Springs Housing Successor
Desert Hot Springs Public Financing Authority
In addition, the Firm will assist in meeting the requirements for the Government Finance Officers Association (GFOA) “Certificate of Achievement for Excellence in Financial Reporting” When requested. Prepare a Single Audit Report which will include the following:
o Report on compliance and on internal control over financial reporting based on an audit of financial statements performed in accordance with Government Auditing Standards. o Report on compliance with requirements applicable to each major program, internal control over compliance, and on the schedule of expenditures of federal awards in accordance with Uniform Guidance.“
o Schedule of Expenditures of Federal Awards.
o Notes to Schedule of Expenditures of Federal Awards.
o Schedule of Findings and Questioned Costs.
o Any other required schedules or reports.
o Prepare the Data Collection Form for Reporting on Audits of States, Local Governments, and NonProfit Organizations. Conduct a compliance audit of the Desert Hot Springs Housing Successor. The compliance audit will include audit of the provisions of laws and regulations identified in the California Health and Safety Code Section 34176 and 34176.1 applicable to the Redevelopment Agency’s Housing Successor. Perform agreed-upon auditing procedures pertaining to the City's GANN Limit (Appropriations Limit) and render a letter annually to the City regarding compliance. Issue a separate “management letter” that includes recommendations for improvements in internal control, accounting procedures and other significant observations that are considered to be non-reportable conditions. Management letters shall be addressed to the City Manager and Director of Finance. Prepare the Annual State Controller’s Reports for the City of Desert Hot Springs, Desert Hot Springs Public Financing Authority and the Desert Hot Springs Successor Agency. Item Number: 8.
City of Desert Hot Springs
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Complete Transient Occupancy Tax Agreed Upon Procedures for three or four of the hotels per year within the City’s limit as selected by the City.
Complete annual Utility User Tax Agreed Upon Procedures.
Provided By Client (PBC) Lists: They will be provided for both interim and final audits according to an agreed-upon timeline between the engagement team and the City in order to be reasonably prepared for a field audit. The engagement team will meet with the City’s management during the initial planning stage to discuss audit schedules and review the prior year's audit findings (if any). We will deliver a list of all documents to be provided by the City’s staff. Once such materials are agreed upon by the engagement team and City’s finance personnel, no other schedules will be requested unless new information comes to light in the course of test work.
Attendance at Meetings and Hearings: The engagement team will participate in as many meetings with staff as needed to perform the work scope tasks, present the audit plan prior to beginning fieldwork, and discuss the draft audit reports. The team will attend public meetings to present and discuss its findings and recommendations. Once all issues of discussion are resolved, the completed Financial Reports, Single Audit report (if applicable), and other reports will be delivered to the City according to the agreed-upon schedule.
Proposed Audit Adjustments: All proposed adjusting journal entries by the Firm will be discussed and explained in a timely manner with the designated Finance Department personnel. Such proposed adjustments will be in a format that shows the lowest level of posting detail needed for data entry in the general ledger systems.
Supplemental Reports, Audits, or Agreed-Upon Procedures: Other services, such as agreed-upon procedures, may be deemed necessary. These services will be performed at agreed-upon rates and will be added to a written agreement before commencing audit work. The Firm and the City of Desert Hot Springs will discuss and approve the scope and associated costs of these tasks.
Advice and Consultation: Will be provided throughout the year on matters relating to accounting and financial reporting. Such services do not include any task that entails significant research or a formal report.
GASB Implementation: The Firm will provide technical assistance and training in the implementation of applicable GASB pronouncements not yet in effect. We have a dedicated partner, Mr. Gary Caporicci, who will be responsible for providing advice and consultation for the implementation of these new standards. The Firm will advise the City on the applicability of accounting and reporting standards and other accounting issues and provide guidance on new note disclosures, GASB implementations, and other reporting requirements. We will also provide training, resources, and information on topics relevant to the City’s financial reporting and operations. (Based on the scope, additional charges may apply.)
Report of all Irregularities and Illegal Acts: The Firm will make an immediate written report of all irregularities and illegal acts or indications of illegal actions of which we may become aware to the City Manager; and the Director of Administrative Services. The engagement team will also make all communications to the City required by the audit standards under which the engagement is performed.
Working Paper Retention and Access to Working Papers: The Firm will retain, at its own expense, all working papers and reports for a minimum of seven (7) years unless the City of Desert Hot Springs notifies the Firm in writing of the need to extend the retention period. The Firm will make working papers available upon request by the City of Desert Hot Springs or its designees.
Also, we will comply with reasonable requests from successor auditors and allow them to review working papers that relate to matters of continuing accounting significance.
Item Number: 8.
City of Desert Hot Springs
32 | PUNGROUP.CPA
Methodology and Segmentation of Engagement
The Firm’s audit approach consists of six phases: Engagement Acceptance and General Planning, Planning and Internal Control Evaluation, Fieldwork, Post Fieldwork, Report Preparation and Review, and Final Production.
1. Engagement Acceptance and General Planning: The engagement partner and manager will meet with City’s management to obtain an update on current City policies and procedures, help identify risk areas and new operations, and establish any specific requirements they may have. Our team will work on the identification of unique transactions, implementation of new GASB pronouncements, and develop the audit work plan for the engagement.
2. Planning and Internal Control Evaluation: The engagement team, including the engagement partner, will assess accounting policies adopted by the City in order to obtain an understanding of its structure and its operating environment. Also, our team will review internal controls on all significant transaction classes, perform walkthroughs and/or tests of internal controls, perform preliminary analytical procedures, develop an initial risk assessment, evaluate Single Audit compliance, identify any audit issues, and prepare confirmation correspondence. The engagement team and City’s Management will establish expectations, including responsibilities and assignments for the year-end fieldwork, and will hold a progress status meeting at the end of the interim phase.
3. Fieldwork: The engagement team, including the engagement partner, will conduct audit procedures on account balances in the general ledger, finish confirmation procedures, perform data analysis using our AI tools, search for unrecorded liabilities, perform substantial analytical review procedures, complete work on compliance with Federal Assistance, and conclude fieldwork. The engagement team and City’s Management will hold an exit conference at year-end. Periodic update meetings will be held to communicate audit progress to management.
4. Post Fieldwork: During the phase, the engagement team, including the engagement partner, will review all documents and evaluate commitments and contingencies. The team will perform an assessment of the going concern and jointly plan for the next steps.
5. Report Preparation and Review: The Firm will review and prepare audit reports and perform quality control procedures following the Quality Control Standards issued by the AICPA. We will also examine reports for compliance with GFOA reporting guidelines at no additional cost. Any comments will be recorded in a letter to management. At the City’s request, the engagement partner and manager will present the audit to City’s Management and other governing bodies.
6. Final Production: The final phase of our approach entails obtaining the management representation letter and final financial statement report, which may include a final presentation to the City’s Management and other governing bodies (if applicable).
The Firm will complete the audit fieldwork and issue all reports within the established timeframe, assuming no internal circumstances within the City causes delays in the audit.
Item Number: 8.
City of Desert Hot Springs
33 | PUNGROUP.CPA
Level of Staff and Number of Hours to be Assigned to Each Segment of the Engagement The Pun Group LLP understands that the City is not only looking to employ our auditing services but is also seeking to receive value within that professional relationship. We believe that our value derives from the in-depth knowledge, experience, and commitment that our auditing firm employs. We stress and emphasize “employ” because all of the knowledge and expertise listed on paper will not benefit you unless it is applied. That is why we have developed a plan that we feel will accomplish the objectives of the City and your particular needs. Our Firm will utilize the information that you have shared with us and our experience from our previous audits of this nature from various government entities and cities to develop a practical plan for all major areas.
Estimated Total Hours*:
*Does not include CPE hours related to Governmental Webinars and/or optional services.
Sample Size and the Extent to Which Statistical Sampling is to be Used in this Engagement In our audit approach, random and statistical sampling is used in conjunction with our skilled judgment and knowledge of each situation. When designing an audit sample, our auditors consider the purpose of the audit procedure and the characteristics of the population from which the sample will be drawn. We determine a sample size sufficient to reduce sampling risk to an acceptably low level and select items for such a task in a way that we can reasonably expect it to be representative of the relevant sample and likely to provide the auditor with a reasonable basis for conclusions about the population.
Enhancing Auditing Quality with Artificial Intelligence There are plenty of challenges with established audit practices. Outdated CAAT tools, sampling practices, and the explosive growth of big data are some of the examples, and they all present significant barriers to detecting anomalies, intentional or otherwise, in financial data. The Pun Group deploys a comprehensive, risk-based approach, complemented by using MindBridge™'s Artificial Intelligence Platform, to conduct our audit. Through this tool, we can seamlessly analyze thousands and thousands of financial and operating data and records, identifying and cataloging significant risks in mere seconds.
The AI Auditor platform works by our side, augmenting our capacity to detect errors or fraud in the collected data not only by analyzing the entire set but by cross-correlating dozens of testing criteria against pre-established data points and presenting us with a view of every user, vendor, and transaction, by risk. All are happening within moments of ingesting analyzed data, which is something standard audit procedures simply cannot accomplish.
We utilize these tools to allow our audit team to increase efficiency in the audit process, enhance the existing quality of our work, provide directed testing in areas subject to the highest risk, and quickly assimilate large amounts of data your staff would typically be asked to gather. The tools also help us to meet our professional requirements regarding fraud and internal control, allowing us to:
Run Benford’s analysis to check for fraud in transactions. Increase the value of audit findings with complete, 100% data coverage. Isolate risk and control issues before they impact your operations. Improve productivity by automating procedures and eliminating manual tasks. Conduct more direct, efficient, and effective audits to improve overall service quality.
Partner(s)
Director/
Manager
Supervisory
Staff Staff Clerical Total
Engagement Acceptance & General Planning 3 4 7 10 0 24
Planning & Internal Control Evaluation 4 5 11 15 1 36
Fieldwork 21 27 54 74 3 179
Post Fieldwork 14 18 36 49 2 119
Report Preparation & Review 21 27 54 74 3 179
Final Production 7 9 18 25 1 60
Total* 70 90 180 245 10 595
Item Number: 8.
City of Desert Hot Springs
34 | PUNGROUP.CPA
Our engagement team easily imports data in a secure environment from the City’s financial software and extracts useful data for testing and analytical procedures particular to the following areas:
Successful Fraud Test Kickback or Conflict-of-Interest Schemes Questionable Invoices Dormant Account Schemes
Phantom Vendor Schemes Money Laundering Schemes
Type and Extent of Analytical Procedures to be used in the Engagement Analytical procedures are one of many financial audit processes that help an auditor understand the client’s operation and changes in the environment and identify potential risk areas to plan other audit procedures. Such procedures include a comparison of financial information on prior periods, budgets, forecasts, and industry benchmarks. We use trend and ratio analysis to identify any uncertain or unusual events. To perform these analyses, our Firm surveys cities and counties and develops benchmarks on specific vital financial indicators, such as the cost of services to tax revenues ratios, average general fund balance, capital assets, debt-to-capital, and general fund unassigned fund balance to total general fund expenditures, etc. Our engagement members have extensive experience in successfully implanting analytical procedures to the City’s benefit.
Our analytical procedures process is performed during three stages of the audit: (a) at the start, (b) in the middle, and (c) at the end. These three stages are risk assessment procedures, substantive analytical procedures, and final analytical procedures:
Risk assessment procedures are used to assist the auditor in understanding the business better and in planning the nature, timing, and extent of audit procedures. Substantive analytical procedures are used to obtain evidential matters about particular assertions related to the account balances or classes of transactions. During the interim phase, our engagement team will set up expectations for the year-to-date results and balances and compare them with budgeted and prior-year amounts. This process allows us to forecast year-end amounts, reducing the workload during the year-end phase and allowing us to focus on areas of concern.
Final analytical procedures are used as an overall review of the financial information in the last review stage of the audit. The Engagement Partner(s) and Manager(s) will perform a high-level analytical analysis of the financial information, comparing its data both quantitatively and qualitatively to ensure the amounts are fairly presented in all material respect in the financial statements.
Approach to be Taken to Gain and Document an Understanding of the Internal Control Structure Audit risk assessment is established by an internal control review, combined with the engagement team’s understanding of the City’s operations and accounting software. Using the Committee of Sponsoring Organizations (COSO) Framework, staff members will evaluate the City’s processes and identify any control deficiencies. These diagnostic review procedures allow the engagement team to assess the City’s systems and controls and to provide constructive feedback to management.
During our initial planning phase of the audit, our engagement team, including the engagement Partner and Manager, will obtain an understanding of the entity and its environment. It is an essential aspect of performing an audit under generally accepted auditing standards. That understanding establishes a frame of reference within which the auditor plans the procedures and exercises professional judgment about assessing risks of material misstatement of the financial statements and responding to those risks throughout the examination.
During the interim phase of the audit, our engagement team will perform a walkthrough of all significant accounting systems, including processes for financial reporting, revenue recognition and cash receipts, purchasing/contract management and cash disbursements, payroll and related liabilities, and others. Our auditors will obtain the written policies and procedures, inquiring accounting personnel, and document the process in either a flowchart or narrative summary format. After gaining an understanding of the accounting and internal control systems, our auditor will make a preliminary assessment of control risk, at the assertion level, for each material account balance or class of transactions.
Item Number: 8.
City of Desert Hot Springs
35 | PUNGROUP.CPA
The form and extent of this documentation are influenced by the size and complexity of the entity and the nature of its accounting and internal control systems. Generally, the more complex the entity’s accounting and internal control systems and the more extensive the auditor’s procedures, the broader our documentation will need to be.
Approach to be Taken in Determining Laws and Regulations that Will be Subject to Audit Test Work The Firm stays continually up to date with audit requirements—including new regulations, compliance supplements, state guidelines, and related contracts—to ensure that we conduct audits under applicable laws and regulations. We test transactions for compliance with the Single Audit Act, California Government Code, GANN Appropriations Limit, provisions of applicable grant guidelines, requirements of local measures, and others.
For example, the Single Audit Act requires that we determine which grants to include in our audit and select transactions from those grants for detailed testing. While most items will be tested as part of the Interim phase, we cannot determine which grants will be selected for the Single Audit until the year-end/fieldwork stage of the audit.
Our compliance audits of cash, investments, debt covenants, and other areas will be performed following the California Government Code, which has many provisions and regulations covering investments.
Approach to be Taken in Drawing Audit Samples for Purposes of Tests of Compliance To test compliance, we will follow the AICPA’s Audit Sampling Considerations of Uniform Guidance Compliance Audits. We will select an appropriate sample size based on our professional judgment and knowledge. Any deviations from control and compliance requirements will be documented.
Audit Firm’s Expectations of the Role and Participation of City’s Staff in the Audit Process The engagement team will meet with the City’s management during the initial planning stage to discuss audit schedules and review the prior year's audit findings (if any). We will deliver a list of all documents to be provided by the City’s staff. Once such materials are agreed upon by the engagement team and City’s finance personnel, no other schedules will be requested unless new information comes to light in the course of test work.
Our goal is to cause the least amount of interruptions to the City’s daily operations; therefore, to the extent possible, we will use information in the form available from the City’s records.
We believe client/engagement team communication is vital to perform results satisfactorily. With that sentiment in mind, we will hold regular meetings with the City’s management to determine the status of the audit as well as any items which will require special attention. Open and frequent communication is critical.
Objectives of Our Services
Our primary objective for the proposed audit is to examine the City’s financial statements and express our opinion on the fairness of the presentation, following generally accepted accounting principles. Other objectives that will benefit the City include the following:
To offer beneficial observations and recommendations about policies and procedures for accounting and operating controls
To identify opportunities to make City operations more efficient and reduce costs To perform the audit efficiently and effectively. Disruptions to office operations are kept to a minimum To provide continuing advisory services so the City can implement recommendations To meet these objectives at no additional cost to the City The Engagement Team will perform the audit abiding by the Firm’s quality-control procedures, which include following standard audit programs, careful planning, using industry-standardized software for auditing and internal control documentation, and welcoming an objective review of audit work. In other words, our client-tailored approach emphasizes careful planning, open communication, and proper assignment of responsibilities.
The Firm will supply portable computers to the on-site staff members.
Item Number: 8.
City of Desert Hot Springs
36 | PUNGROUP.CPA
Identification of Anticipated Potential Audit Problems
While we do not expect any problems with the audit, we will carefully investigate and monitor the following relevant accounting issues:
Investments:
Compliance with GASB 31 and GASB 34
Authorization and approval process for City investments Controls to assure the City’s compliance with investment limitations and types of specific investments Monitoring by the City of its investments
Financial Reporting:
Compliance with current reporting and disclosure requirements issued by GASB Compliance with the various GASBs in effect
Perform valuations of OPEB benefits to determine the liability for all benefits promised to active, retired, and inactive plan members as of each valuation date
Compliance with Governmental Accounting Standards Board (GASB) Statements 96 Compliance with infrastructure obligations and regulatory provisions Internal Control Structure:
City’s internal control functions and compliance with proper internal control philosophies Computer-system processes and controls and adequacy of the control environment Item Number: 8.
City of Desert Hot Springs
37 | PUNGROUP.CPA
Let’s Get to Work!
Benefits of Choosing The Pun Group LLP
The Pun Group LLP is recognized for its professionalism, integrity and for providing clients with practical solutions unique to their circumstances and issues. Our Firm prides itself on being able to provide personalized client services, and with that sentiment in mind, we have carefully chosen our engagement teams. The Pun Group’s primary objective is to continue offering the City of Desert Hot Springs solutions and directions led by highly experienced and capable partners who can successfully implement the work and produce the results you expect. This philosophy and mindset allow us to provide a superior level of service and a quality audit.
We trust that this proposal has given you the information needed about the Firm, the engagement team members, the overall audit approach, cost-saving measures, and audit fees. We are committed to exceeding your expectations, and we look forward to continuing to bring our experience and expertise to the City of Desert Hot Springs while providing you with the excellent level of service that you expect and deserve.
Thank You
Thank you for allowing us to submit our qualifications to continue providing you with Professional Auditing Services.
Please direct inquiries to:
Kenneth H. Pun, CPA, CGMA
Managing Partner
Email: [email protected]
Phone: (949) 777-8801 | Fax: (949) 777-8850
Sincerely,
The Pun Group LLP
Certified Public Accountants and Business Advisors
Item Number: 8.
City of Desert Hot Springs
i | PUNGROUP.CPA
Appendix A – Available Training
Strengthen Your Accounting Knowledge: TPG Client Training Webinars We pride ourselves in leading the governmental auditing profession nationwide and statewide. Members of our team have been assigned to the AICPA and State Government Accounting and Audit committees. Our membership with these two levels of government keeps us current, and such involvement helps our Firm with the constant changes in accounting and auditing standards, laws and regulations, and compliance provisions, which have created an unprecedented complexity in public accounting for state and local governments.
Every year, the Firm hosts a conference to update governmental clients on new technical accounting and financial issues. Since last year, by implementing “Webinars,” we’ve been expanding our horizons and offering our clients 15 hours of Continuing Professional Education (CPE). These sessions are free of charge and part of the service package provided to our clients.
CPE courses we offer:
Item Number: 8.
City of Desert Hot Springs
ii | PUNGROUP.CPA
Appendix B – Certificate of Insurance
Item Number: 8.
ORANGE COUNTY SAN DIEGO BAY AREA LAS VEGAS PHOENIX
www.pungroup.cpa
Item Number: 8.
Kenneth H. Pun , CPA, CGMA
Managing Partner
200 E. Sandpointe Ave., Suite 600, Santa Ana, CA 92707
(949)777-8801 l [email protected]
COST PROPOSAL
RFQ Professional Auditing Services
March 5, 2024
CITY OF DESERT HOT SPRINGS
Item Number: 8.
The Pun Group LLP is recognized for its professionalism, integrity and for providing clients with practical solutions unique to their circumstances and issues. You will receive a superior level of service and a quality audit.
Thank You!
Thank you for allowing us to submit our qualifications to provide you with Auditing Services.
The Pun Group LLP
Certified Public Accountants and Business Advisors
WHY CHOOSE
THE PUN GROUP LLP?
Big firm expertise, small firm values
Personal attention meets technical expertise
A unique firm culture
Innovation embraced
Achievable plans to move your organization forward
The Pun Group’s most
valuable asset is our
people, they and their
deep experience drive our
every interaction with
clients.
“
”
Kenneth H. Pun, CPA, CGMA
Founder & Managing Partner
Item Number: 8.
City of Desert Hot Springs
Table of Contents
Total All-Inclusive Maximum Price ................................................................. 1 Rates for Additional Professional Services .................................................... 2 Out of Pocket Expenses and Manner of Payment ......................................... 2 Item Number: 8.
The Pun Group Wins
2024 “Best of Accounting” Award
The Pun Group LLP is proud to have won 2024’s Best of
Accounting® award from ClearlyRated for providing superior service to its clients.
Winners of such awards have proven to be industry leaders in service quality based entirely on ratings provided by their clients. On average, clients of 2024 Best of Accounting winners are 70% more likely to be satisfied than those who work with non-winning firms.
“I am pleased to introduce the 2024 Best of Accounting
winners alongside their validated service ratings on
ClearlyRated.com,” said ClearlyRated’s CEO, Eric Gregg. “These firms have demonstrated a remarkable commitment
to delivering amazing experiences, despite another year of upheaval and macroeconomic uncertainty. Hats off to these service leaders - it’s truly an honor to recognize and
celebrate their achievements.”
The Pun Group LLP received satisfaction scores of 9 or 10 out of 10 from 94.1% of their clients, significantly higher than the industry’s average of 50%.
Our firm excelled in five key areas: Responsiveness, Quality, Value, Needs Understanding, and Proactive Approach.
About ClearlyRated
Rooted in satisfaction research for professional service firms, ClearlyRated utilizes a Net Promoter® Score survey program to help professional service firms measure their service experience, build an online reputation, and
differentiate on service quality.
The Pun Group is recognized as one of
the Top 500 Firms listed by INSIDE
Public Accounting
“We started using Pun Group when the
pandemic first started two years ago so had
a little apprehension about doing
everything remotely with a new firm. But
the audit went very well and was
completed on time without problem.”
Kevin W.
State and Local Government Client
“The Firm has consistently exceeded our
expectations as client.”
Clint O.
State and Local Government Client
“An excellent partner and amazing service.”
Jim T.
Private Sector Client
“Excellent customer service and staff and
partners are expert in their fields.”
Lani H.
State and Local Government Client
Item Number: 8.
City of Desert Hot Springs
1 | PUNGROUP.CPA
Total All-Inclusive Maximum Price
We are committed to the performance of a high-quality audit at the most reasonable fee level possible, both initially and throughout the engagement. Also, our partners will provide advice and consultation as needed at no additional cost to the City of Desert Hot Springs.
Name of Firm: The Pun Group LLP – Certified Public Accountants and Business Advisors Contact Name: Kenneth H. Pun, CPA, CGMA
Contact Email Address: [email protected]
Authorization to Represent the Firm
I, the undersigned, certify I am duly authorized to represent The Pun Group LLP and am empowered to submit this bid. In addition, I certify I am authorized to contract with the City of Desert Hot Springs on behalf of the Firm.
March 5, 2024
_________________________________________ _______________________________ Kenneth H. Pun, CPA, CGMA | Managing Partner Date
The Pun Group LLP
Total All-Inclusive Maximum Price
Our proposed fees for Auditing Services for the three fiscal years beginning with the fiscal year ending June 30, 2024, with the option of auditing its financial statements for each of the three (3) subsequent fiscal years, are as follows:
(1) Single Audit fees based on one (1) major program. The fee for auditing additional major programs will be $5,000 each. The number of programs determined to be “major” will be based on OMB Uniform Guidance.
The Engagement Team will discuss this with the City of Desert Hot Springs’s Management before starting Single Audit work.
Work to be performed: FY 2023-24 FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 Audit of City of Desert Hot Springs, including Housing
Successor, Successor Agency, and Financing Authority $ 43,200 40,000 $ 46,656 $ 50,388 $ 54,419 $ 58,773 $ Single Audit - 1 program (1) 5,000 5,400 5,832 6,299 6,803 7,347 GANN Appropriations Limit 600 648 700 756 816 881
Annual State Controller's Report:
City of Desert Hot Springs 2,900 3,132 3,383 3,654 3,946 4,262 Desert Hot Springs Public Financing Authority 1,200 1,296 1,400 1,512 1,633 1,764 Desert Hot Springs Successor Agency 1,700 1,836 1,983 2,142 2,313 2,498 Transient Occupancy Tax AUP (up to 4 hotels) 15,000 16,200 17,496 18,896 20,408 22,041 Utility User Tax 3,500 3,780 4,082 4,409 4,762 5,143
DHS Housing Successor Compliance Audit 4,500 4,860 5,249 5,669 6,123 6,613 Total All-Inclusive Maximum Price: 74,400 $ 80,352 $ 81,959 $ 83,598 $ 85,270 $ 86,976 $ Optional Years
Item Number: 8.
City of Desert Hot Springs
2| PUNGROUP.CPA
Rates for Additional Professional Services
Any supplemental reports, audits, or agreed-upon procedures not covered by this proposal may be added to a written agreement prior to commencing audit work. The Firm and the City will discuss and approve the scope and associated costs of these tasks. Any additional work will be performed at the above-quoted hourly rates.
Out-of-Pocket Expenses and Manner of Payment
Out of Pocket Expenses are Included in the Total All-Inclusive Maximum Price and Reimbursement Rates The Firm’s policy is to maintain flexible billing rates to meet the needs of clients and help them control costs. In the interest of continuing our long-term relationship, we will absorb expenses such as travel and printing costs.
Additionally, our Partners will be available to provide advice and consultation as necessary to the City of Desert Hot Springs. The Firm will also absorb these costs.
Manner of Payment
Engagement Team members are required to maintain timesheets detailing the date, number of hours, and work performed for every audit task. The Firm will collect these timesheets and bill the City of Desert Hot Springs at the rates outlined in the Total All-Inclusive Maximum Price section in four stages: (1) at the conclusion of the planning phase, (2) at the conclusion of the interim phase, (3) at the conclusion of the Year-End phase, (4) and after presentation and acceptance of the final audit reports. Interim billings will cover a period not less than a calendar month. The billing amounts generally break down as follows:
Partner(s) 300 $
Director(s) 250 $
Senior Manager(s) 225 $
Manager(s) 200 $
Supervisor(s) 175 $
Senior Accountant(s) 150 $
Staff Accountant(s) 125 $
Clerical 100 $
Hourly Billing Rates
Work Performed % of Proposal Amount
Planning 10%
Interim 40%
Fieldwork 40%
Presentation and Acceptance of Reports 10%
Item Number: 8.
ORANGE COUNTY SAN DIEGO BAY AREA LAS VEGAS PHOENIX
www.pungroup.cpa
Item Number: 8.
SR-24-096
City of Desert Hot Springs
City Council
AGENDA ITEM REPORT
To: City Council
Date: April 16, 2024
Department: Public Works
Prepared by: Nicholas Haecker, Public Works Director
Subject: Award Professional Services Agreement for Engineering Design of HSIP Cycle 11 - Citywide Pedestrian Safety Project, City Project No. 3027 RECOMMENDATION:
Authorize the City Manager to execute the Professional Services Agreement for Engineering Design for HSIP Cycle 11 – Citywide Pedestrian Safety Project, City Project No. 3027 with Minagar & Associates, Inc. in the amount not to exceed $62,373.00 with a contingency of $6,237.30 (10%) for any additional work as approved by the City, which brings a total budget of $68,610.30.
BACKGROUND:
Each year the California Department of Transportation (Caltrans) accepts applications for grant funding for the Highway Safety Improvement Program (HSIP). This program is a grant program that provides funding for construction of street and traffic related improvement projects, that improve safety and reduce fatalities and serious injuries.
On June 28, 2023, the City applied for HSIP Cycle - 11 Pedestrian Safety Improvements Project. This project includes the following items: installation of retroreflective signal back-plates to 17 signalized intersections, installation of high visibility thermoplastic crosswalks to 8 signalized intersections, and installation of signal phasing to implement Leading Pedestrian Interval system to 17 intersections.
On August 3, 2023, the City received the Project Approval/Environmental Document (PAED) allocation letter from Caltrans. This letter stated that the State allocates $64,170.00 of State funds for the PAED phase of the project. The letter also stated that the City is now able to proceed with the PAED phase of the project.
DISCUSSION:
On November 11, 2023, the City posted a request for proposals (RFP) on the City website. The RFP was for professional engineering consultants to prepare plans, specifications and estimates (PS&E), and contract bid documents for HSIP Cycle 11 – Citywide Pedestrian Safety Project, City Project No. 3027.
On December 1, 2023, the City received a total of eight bids for HSIP Cycle 11 – Citywide Pedestrian Safety Project, City Project No. 3027. A review committee, comprised of 3 city staff members, performed independent evaluations of the bids received. The review committee’s ranking of the consultants was based on the follow criteria of the bids received: completeness of the proposal to the Item Number: 9.
SR-24-096
information request outlined in the RFP, prior experience with similar projects, staff and subconsultants staff qualifications, proven ability to provide responsive project management and client services, and project schedule. The following is the review committee’s ranking of the consultants’ bids:
Evaluator 1 Evaluator 2 Evaluator 3
Minagar & Associates, Inc. 1 1 1
Kimley-Horn and Associates, Inc. 2 2 2
Advantec Consulting Engineers, Inc. 3 3 3
NV 5 4 6 4
TJKM 5 4 5
Michael Baker 6 8 6
LIN Consulting, Inc. 7 5 7
HR Green Pacific, Inc. 8 7 8
Staff reviewed the submitted bids and verified references. Based on the qualification evaluations, Staff found Minagar & Associates, Inc. to be the most qualified consultant. After staff completed the qualification evaluation, the bid proposal for each consultant was reviewed and the results were as follows.
Consultant Bid Amount
Kimley-Horn and Associates, Inc. $56,169.00
HR Green Pacific, Inc. $57,675.00
Minagar & Associates, Inc. $62,373.00
Advantec Consulting Engineers, Inc. $70,090.00
TJKM Transportation Consultants $73,065.30
LIN Consulting, Inc. $86,620.00
Michael Baker International $103,720.79
NV5, Inc. $198,290.00
Staff reviewed all submitted bids. Staff found Minagar & Associates, Inc. to be the most qualified consultant for HSIP Cycle 11 - Citywide Pedestrian Safety Project, City Project No. 3027.
FISCAL IMPACT:
Contract amount is not to exceed $62,373.00, with a contingency of $6,237.30 (10%) for any additional work as approved by the City, which brings a total budget of $68,610.30.
Funding for this contract in the FY2023-2024 Budget is from the following sources. $ 64,170.00 HSIP Cycle 11 State Grant
$ 4,440.30 Measure A Fund
ATTACHMENTS:
1) Project Approval/Environmental Document (PAED)
2) Request for Proposal HSIP Cycle 11 - Citywide Pedestrian Safety Project 3) Minagar & Associates Bid Packet
Item Number: 9.
SR-24-096
Item Number: 9.
Item Number: 9.
Item Number: 9.
Item Number: 9.
Item Number: 9.
Item Number: 9.
Item Number: 9.
The City of Desert Hot Springs requests proposals from qualified professional engineering consultants to prepare plans, specifications, and estimates (PS&E), and contract bid documents for the City Project No. 3027, HSIP Cycle 11 - Citywide Pedestrian Safety Project.
Project Limits:
The project limits will be located at 17 intersections with existing traffic signals. 10 intersections are located on Palm Dr. from Paul Rd. to Pierson Blvd.; 5 intersections are located on Pierson Blvd. from West Dr. to Skyborne Dr.; 1 intersection at Hacienda Ave and Mountain View Rd.; and 1 intersection at Mission Lakes Blvd. and N. Indian Canyon Dr.
Purpose:
The purpose of the traffic signal upgrades is to improve pedestrian safety at 17 of the highest priority intersections identified by the Local Road Safety Plan (LRSP).
Services Requested:
Services and products to be rendered in performing all work associated with project development may include, but may not be limited to:
A. Perform utility coordination and obtain any necessary clearances and permits.
B. Perform appropriate engineering related field survey and prepare base map.
C. Prepare Traffic Signal, Striping & Signage improvement plans.
D. Prepare plans, contract documents, bid documents, special provisions and engineer’s estimates of probable construction costs.
E. Construction Phase – Technical Oversight
Proposal Format:
Cover Letter, Company Portfolio, Similar Project History, Scope of Work, Work Schedule, Fee Proposal, and Schedule of Fees.
Please submit your proposal via email with subject City Project #3027 - HSIP Cycle 11 - Citywide Pedestrian Safety Project to Michael Garvey, Associate Engineer, at [email protected] by December 1, 2023.
If you have any questions regarding this Request for Proposal, please contact Michael Garvey at (760) 329-6411 ext. 218.
Attachment:
1. Project Scope Map
11999 Palm Drive • Desert Hot Springs • CA • 92240
(760) 329-6411• www.cityofdhs.org
CITY OF DESERT HOT SPRINGS
PUBLIC WORKS
ENGINEERING & OPERATIONS
Item Number: 9.
Project Scope Map
Map data © OpenStreetMap contributors, CC-BY-SA
10/23/2023, 11:27:16 AM
0 0.75 1.5 3 mi
0 1.25 2.5 5 km
1:90,280
ArcGIS Web AppBuilder
Credit for this material belongs solely to the Riverside County Flood Control and Water Conservation District. | TLMA GIS | D. McMillan | Seismic Hazards Progam, California Geological Survey, California Department of Conservation | USGS The National Map: 3D Elevation Program. Data Refreshed October, 2023. | RCITPage 243 of 585 Item Number: 9.
December 1, 2023
11100
PREPARED FOR:
PREPARED BY:
Request for Proposals
to Provide Services for
HSIP Cycle 11 – Citywide Pedestrian Safety Project
City of Desert Hot Springs, CA
Project Location Map in the City of
Desert Hot Springs
Sample Minagar & Associates, Inc. Intersection
Improvement Map
Sample Minagar & Associates, Inc. Traffic Signal Plans
MINAGAR & ASSOCIATES, INC.
ITS – Traffic/Civil/Electrical Engineering – Transportation Planning – Homeland Security – CEM 23282 Mill Creek Drive, Suite 120
Laguna Hills, CA 92653
CITY OF DESERT HOT SPRINGS
Public Works Engineering & Operations
11999 Palm Drive
Desert Hot Springs, CA 92240
Sample Minagar & Associates, Inc. Citywide
Pedestrian Safety Project for City of Coachella
Sample Minagar & Associates, Inc.
Citywide Pedestrian Safety Project for
City of Coachella
Item Number: 9.
REQUEST FOR PROPOSALS
TO PROVIDE SERVICES FOR
HSIP CYCLE 11 – CITYWIDE
PEDESTRIAN SAFETY PROJECT
FOR
CITY OF DESERT HOT SPRINGS
PUBLIC WORKS ENGINEERING & OPERATIONS
PRESENTED TO:
CITY OF DESERT HOT SPRINGS
Public Works Engineering & Operations
11999 Palm Drive
Desert Hot Springs, CA 92240
PREPARED BY:
MINAGAR & ASSOCIATES, INC.
Traffic/Civil/Electrical Engineering - ITS - Transportation Planning - CEM 23282 Mill Creek Drive, Suite 120
Laguna Hills, CA 92653
Tel: (949) 707-1199
DECEMBER 1, 2023
Item Number: 9.
TABLE OF CONTENTS
Cover Letter.............................................................................................................................. 4 Section 1 – Company Portfolio ............................................................................................... 7 Section 2 – Similar Project History......................................................................................... 8 Section 3 – Scope of Work .....................................................................................................27 Section 4 – Work Schedule ....................................................................................................34 Section 5 – Fee Proposal/Schedule of Fees..........................................................................35
LIST OF APPENDICES
Appendix A: Key Personnel Resumes
Item Number: 9.
MINAGAR & ASSOCIATES, INC.
Traffic/Civil/Electrical Engineering – ITS – Transportation Planning & CEM 23282 Mill Creek Drive, East Tower, Suite 120, Laguna Hills, CA 92653 Tel: (949) 707-1199, Ext. 2#, Web: www.minagarinc.com
Cover Letter
December 1, 2023
Mr. Michael Garvey, Associate Engineer
City of Desert Hot Springs
Public Works Engineering & Operations
11999 Palm Drive
Desert Hot Springs, CA 92240
Re: Proposal to Provide Services for HSIP Cycle 11 – Citywide Pedestrian Safety Project in the City of Desert Hot Springs, CA
Dear Mr. Garvey,
On behalf of the Minagar & Associates, Inc. Team, I would like to take this opportunity to present our proposal to provide services for the HSIP Cycle 11: Citywide Pedestrian Safety Project in the City of Desert Hot Springs and present our unique qualifications to provide these services.
Based in Laguna Hills, Orange County, CA, Minagar & Associates, Inc. is a Southern California firm with national experience and international exposure. Since 1993, our firm has completed the following:
900+ Nationwide Projects
400+ Traffic Control Plan (TCP), Traffic Signal & ITS Design Projects 120+ Plans, Specifications and Estimates (PS&E) Design Projects 1,600+ Signals’ Retiming and SynchronizationProjects
40+ ITS (Intelligent Transportation Systems) Design & Deployment Projects City of Yucca Valley’s SR2S Engineering and PS&E
City of Burbank’s HSIP Cycle 3 Engineering Services for Verdugo & Keystone. City of Burbank’s HSIP Cycle 4 Engineering Services - Verdugo Ave Bike Lane Extension City of Coachella’s HSIP-5294 (006) Engineering Services for Citywide Traffic Control & Street Name Sign Upgrade.
City of Coachella’s ATP Cycle 1 ST-86 PS&E & Engineering Services for Citywide ATP. City of Coachella’s ATP Cycle 2 ST-100 PS&E and Engineering Services - Citywide ATP. City of Coachella’s SR2S Cycle 8 PS&E Engineering for Citywide Safe Routes to School City of Huntington Park’s Local Roadway Safety Plan (LRSP) in Los Angeles County City of Signal Hill’s Local Roadway Safety Plan (LRSP) in Los Angeles County 350+ Traffic and Safety Studies
50+ Parking Studies
9 On-call City Traffic Engineer Contracts: City of South Pasadena City of El Monte City of Beaumont City of Baldwin Park City of Gardena
City of San Bernardino City of Colton
City of Chino Hills City of Rancho Santa Margarita
Additionally, more than 85% of Minagar & Associates, Inc.’s projects are from repeat clients and client referrals. The following figures show some of Minagar & Associates, Inc.’s public and private sector clients over the past 30 years.
Item Number: 9.
MINAGAR & ASSOCIATES, INC.
Traffic/Civil/Electrical Engineering – ITS – Transportation Planning & CEM 23282 Mill Creek Drive, East Tower, Suite 120, Laguna Hills, CA 92653 Tel: (949) 707-1199, Ext. 2#, Web: www.minagarinc.com
Representative Private Sector
Clients Tree
Representative Public
Clients Tree
Item Number: 9.
MINAGAR & ASSOCIATES, INC.
Traffic/Civil/Electrical Engineering – ITS – Transportation Planning & CEM 23282 Mill Creek Drive, East Tower, Suite 120, Laguna Hills, CA 92653 Tel: (949) 707-1199, Ext. 2#, Web: www.minagarinc.com
Minagar & Associates, Inc. offers statewide and region-level expertise in traffic management with local responsiveness and knowledge. Fred Minagar, MS, RCE, PE, FITE is the proposed Project Manager for this project for the City of Desert Hot Springs. Fred brings the political know-how as a 24-year-elected Mayor/Council Member, appointed Planning Commission Chairman-Traffic Commission Chairman/ Commissioner.
As the Officer‐in‐Charge, I hereby accept all the terms & conditions outlined in the RFP and declare that we have no exceptions to the agreement. Our team has all the necessary equipment, certifications, expertise, and availabilities to provide the City of Desert Hot Springs with the highest quality service for this project, and we affirm this proposal’s validity in its entirety up to ninety (90) from the date of its receipt.
We are committed to completing this entire Citywide Pedestrian Safety Project for the City of Desert Hot Springs in within 4 months from the Notice to Proceed.
Please feel free to contact me directly with any additional questions you might have at (949) 707-1199 ext. 2# or via e-mail at [email protected]. We do look forward to working with you and your staff to improve the traffic and transportation conditions and pedestrian safety in the City of Desert Hot Springs.
Sincerely,
MINAGAR & ASSOCIATES, INC.
(A California Corporation)
Fred Minagar, MS, RCE, PE, FITE
President/Senior Project Manager
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
7 2004 - 2017
Irvine, CA
Founded in 1993….
Irvine, CA
2017 - Present
Laguna Hills, CA
Section 1 – Company Portfolio
Firm Background
Minagar & Associates, Inc. is a full-service traffic engineering, transportation planning and ITS professional consulting firm, specialized in the areas of:
■ Traffic Engineering
■ Intelligent Transportation Systems (ITS) Design & Deployment ■ Transportation Planning
■ Municipal Engineering Services
■ Construction Engineering Management
Since Minagar & Associates, Inc.’s inception in 1993, the firm has completed over 900 traffic engineering projects in 14 counties and 86 cities in the State of California. Successful completed projects have comprised:
■ 1,600+ Signals’ Retiming and Synchronization
■ 400+ Traffic Control Plan (TCP), Traffic Signal & ITS Design Projects
■ 120+ Plans, Specifications and Estimates (PS&E) Design Projects ■ 40+ ITS (Intelligent Transportation Systems) Design & Deployment Projects ■ 350+ Traffic Studies
■ 50+ Parking Studies
■ 9 City Traffic Engineer Contracts
Our firm is recipient to numerous, local, regional, state and national awards, chiefly for California-based traffic signal and ITS Projects. Some of our most notable awards include:
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
8 MINAGAR & ASSOCIATES, INC.
Firoz Vohra, MS, TE
Principal Traffic Engineer
MINAGAR & ASSOCIATES, INC.
Serge Tavour, ASCE
Base Planning, Preliminary & 90% Design
MINAGAR & ASSOCIATES, INC.
Jenny Tran, BSEE
Environmental Documentation/90% Design
MINAGAR & ASSOCIATES, INC.
Arian Abrishami, BSEE, PE, PMP
100% Design
MINAGAR & ASSOCIATES, INC.
Michelle Nguyen, BSCE, EIT
Environmental Documentation/90% Design
Proposed Project Team
The following Minagar staff members are proposed to provide services for the City of Desert Hot Spring’s Citywide Pedestrian Safety Project without utilizing assistance from any subconsultants. Resumes for the proposed project team members are provided in Appendix A:
Key Personnel Resumes.
Organization Chart
Fred Minagar, MS, RCE, PE, FITE, President of Minagar & Associates, Inc., shall serve as our Traffic Engineer/Project Manager and function as the focal person for day-to-day project management of this project. Mr. Minagar shall be responsible for communicating with the City of Desert Hot Springs public works and engineering staff to keep the City abreast of Project progress, schedule, and delivery of the field data collection and report preparation.
Section 2 – Similar Project History
Minagar & Associates, Inc. has completed numerous pedestrian safety projects, ranging from traffic signal improvement and synchronization projects to bicycle and pedestrian facility expansion projects. Some of these projects are summarized below, showing Minagar’s expertise and qualifications to complete this project for the City of Desert Hot Springs as well.
CITY OF DESERT HOT SPRINGS
MINAGAR & ASSOCIATES, INC.
Fred Minagar, MS, PE, RCE, FITE
Project Manager
Michael Garvey
Associate Engineer
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
9 Safe Routes to School (SR2S) Project for the City of Coachella, County of Riverside, and Caltrans District 8
PROJECT DESCRIPTION
Minagar & Associates, Inc. prepared a complete PS&E package for the City of Coachella and Caltrans District 8 for the City’s Safe Routes to School (SR2S) Cycle 8 Project for 7
elementary/middle/high schools in the City of Coachella and Riverside County at 16 signalized and unsignalized intersections.
The project included design, preparation of construction cost estimates and provisions for technical specifications for a range of improvements such as:
Civil Improvements:
• ADA compliant curb ramps with high visibility
truncated dome detectable warning surface
• 8 Bulb-out/Curb extensions
• 5 Pedestrian refuge island medians
• Sidewalks, driveways, curb & gutter
Electrical Improvements:
• Countdown pedestrian signal heads
• Audible/accessible pedestrian signals
• Rapid-Flash LED pedestrian Beacons
• PUFFIN pedestrian crossing signals
LOCATION
Coachella, Riverside County,
CA
SCOPE OF WORK
Preparation of PS&E
Documents
Civil Engineering
Traffic Engineering
Electrical Engineering
Environmental Services
CLIENT/AGENCY:
City of Coachella, CA
Mark Chappell, PE
Project Manager
1515 6th Street
Coachella, CA 92236
Tel: (760) 398-5744
[email protected]
Caltrans District 8
Savat Khamphou
464 West 4th Street, 6th Floor
San Bernardino, CA 92401
Tel: (909) 383-8368 / (909)
383-4030
[email protected]
1 Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
10 Highway Safety Improvement Program (HSIP) Cycle 2 Project for the City of Coachella, County of Riverside, and Caltrans District 8
PROJECT DESCRIPTION
Minagar & Associates, Inc. prepared a complete
PS&E package for the City of Coachella and
Caltrans District 8 for the City’s Highway Safety
Improvement Program (HSIP) Cycle 2 Project.
The project included 648 upgraded street name
signs at approximately 160 unsignalized
intersection, 24 6x8’ overhead LED internallyilluminated Street Name Signs (IISNS) at 6 signalized intersections on SR-86, 224 regulatory, warning and guide signs on Harrison Street (SR-86) and Grapefruit Boulevard (SR-111), 13,933 LF of thermoplastic traffic striping, 757 raised pavement markers (RPMs), and 9,625 SF of thermoplastic pavement markings at 27
intersections.
The proposed upgrades were designed to conform with the most recent Manual on Uniform Traffic Control Devices in the State of California (CA MUTCD). The project included preparation of a Preliminary Environmental Study (PES) for Caltrans Review with
NEPA/CEQA CE/CE
environmental clearance
documentation, signing
and striping plans,
construction cost estimates
and quantities, and
provision of technical
specifications and
construction engineering
management &
inspection services.
LOCATION
Coachella, Riverside County, CA
SCOPE OF WORK
Preparation of PS&E
Documents
- 6 signalized intersections
- 160 unsignalized intersections
Traffic Engineering (Signing
and Striping)
Environmental Services
- Preliminary Environmental Study
- NEPA/CEQA Clearance
Bid Administration Services
CLIENT
City of Coachella, CA
Mark Chappell, PE
Project Manager
1515 6th Street
Coachella, CA 92236
(Now with Chandi Group)
[email protected]
(760) 396-9260
2 Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
11 Safe Routes to School (SR2S) Project for the Town of Yucca Valley, County of San Bernardino & Caltrans District 8
PROJECT DESCRIPTION
Minagar & Associates, Inc. prepared a PS&E package for the Town of Yucca Valley and Caltrans District 8 for the Town’s Safe Routes to School (SR2S) Project, which included traffic signal, streetscape, and signing & striping improvements for Yucca Valley High School on a 1/2± mile roadway segment on Sage Avenue, in the Town of Yucca Valley in Riverside County.
The project included design and preparation of construction plans (including preparation of plans, details and typical cross sections), development of construction cost estimates, technical
specifications/provisions and investigation/documentation of findings for Caltrans environmental clearance (Categorical
Exemption/Exclusion). Project features included roadway widening and aligning to construct new curb and gutter (traversable AC and PCC), 5’ wide concrete sidewalks adjacent to the existing pavement, relocation of water meter boxes, signage and striping improvements, installation of a new marked crosswalk with pedestrian flashing beacon equipment, modification of the existing cross gutter to provide for a depressed pedestrian sidewalk and handrail system to traverse over the existing wash across Sage Avenue (including cutoff walls and riprap rock slope protection design per Caltrans RSP requirements).
LOCATION
Yucca Valley, San Bernardino
County, CA
SCOPE OF WORK
Civil Engineering
- 3,000 LF of new Curb & Gutter
- Traversable AC beams
- PCC sidewalk
- ADA curb ramps
Traffic Engineering
- Signing & Striping
- Pavement Markers
- High-visibility Truncated Dome
Detectable Warning Services
Electrical Engineering
- Signalized Overhead Pedestrian
Flashing Beacon
- Solar-powered Radar Speed
Feedback Signs
Caltrans Environmental
Clearance
- Preparation of PES Study
- Preparation of Categorical
Exemption
CLIENT
Town of Yucca Valley, CA
Alex Qishta, PE
Project Engineer
58928 Business Center Drive
(760) 369-1265
[email protected]
3 Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
12 Mount Vernon – Washington Avenue Traffic Signal Interconnect Project in the City of Colton
Minagar & Associates, Inc. provided design services for the City of Colton’s Mount Vernon-Washington Avenue Traffic Signal Interconnect Project. Improvements were made at fourteen (14) signalized intersections in the City along Mount Vernon Avenue and Washington Street.
Improvements included:
• Inventory of Existing Signal Heals, Poles, Luminaire, Pedestrian Push Buttons
• Installation of Antenna on Existing Traffic Signal Controllers • Installation of Antenna on Existing Utility/Luminaire Poles • Installation of Wireless Interconnect
• Preparation of Plans, Specifications, and Estimate (PS&E)
LOCATION
Colton, San Bernardino
County, CA
SCOPE OF WORK
Traffic Engineering/Design
ITS Engineering
Systems Engineering
Civil Engineering
Electrical Engineering
CLIENT / AGENCY
City of Colton, CA
Mr. Victor Ortiz
Engineering Manager
Public Works Department
160 S 10th St
Colton, CA 92324
(909) 370-5055
[email protected]
4 Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
13 Burbank’s Highway Safety Improvement Project (HSIP-3) on Verdugo Avenue at Keystone Street and Parish Place
PROJECT DESCRIPTION
Minagar & Associates, Inc. prepared a full PS&E package for the City of Burbank to provide traffic signal modifications and pedestrian crossing improvements on Verdugo Avenue at the intersections of Keystone Street and Parish Place. Project features included:
Civil Improvements:
Reconstruction of four (4) intersection corners with “bulb-out” sidewalk extensions to provide:
• Double perpendicular ramps (replacing single ramps)
• Caltrans/ADA-conforming detectable warning surface panels • Reduction in crossing distance of pedestrians across Verdugo Traffic Signal/Fiber-Optic Interconnect Improvements:
• Installation of new signal poles, conduit, conductors, vehicle/bicycle DLC and five-section signal heads
• 233 Bi-Trans Full Version program with Battery Back-up System (BBS) within existing 332 traffic signal cabinet • Installation of 3" HDPE conduit, 12-48 strand Single Mode Fiber-Optic (SMFO) Cable, & fiber-optic pull-boxes (2'x3') • Removal of existing Type 337 controller cabinet and installation of new 170 controller
LOCATION
Burbank, Los Angeles County,
CA
SCOPE OF WORK
Field Observations and
Identification/Inventory of
Existing Infrastructure
Land/Control Survey
Preparation of Plans,
Specifications, & Estimates
Construction Advertisement
Services
CLIENT / AGENCY
City of Burbank, CA
Rabie Rahmani
Principal Engineer (Currently
Retired)
275 E Olive Ave
Burbank, CA 91502
(310) 927-0838
[email protected]
5 Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
14 Burbank’s Bike Lane Extension Project on Verdugo Avenue from Clybourn Street to Victory Boulevard
PROJECT DESCRIPTION
Minagar & Associates, Inc. prepared a full PS&E package for the City of Burbank to provide traffic signal modifications for bicycle video detection, and street widening roadway improvements for extended Class II bike lanes at various locations on Verdugo Avenue.
Improvements included:
• Construction of bulb-out & crosswalk at existing pedestrian flashing yellow beacon
• Street widening on Verdugo Avenue from Olive Avenue to Virginia Avenue
• Reconstruct P.C.C. curb & gutter 4’ off existing south CF • Reconstruct sidewalk
• Remove and install A.C. pavement with max depth of
excavation at gutter of 10”
• Replace parkway landscaping
• New sidewalk construction on the north side of Verdugo Avenue • Remove parkway landscaping and trees
• Protect utility poles and boxes
• Signage and striping improvements (ladder-type crosswalk markings, bike/parking lanes, reconfiguration of travel lanes to accommodate the proposed CL2 bikeway)
LOCATION
Burbank, Los Angeles
County, CA
SCOPE OF WORK
Field Observations and
Identification/Inventory of
Existing Infrastructure
Land Survey
Preparation of Plans,
Specifications, &
Estimates
Construction
Advertisement Services
CLIENT / AGENCY
City of Burbank, CA
Rabie Rahmani
Principal Engineer (Currently
Retired)
275 E Olive Ave
Burbank, CA 91502
(310) 927-0838
[email protected]
6 Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
15 A more comprehensive summary of Minagar & Associates, Inc.’s past completed projects are shown in the following tables. ♦ Traffic Signal Synchronization of 145 City & Caltrans D-10 Signals along 22 Arterials Outside the CBD - FY 2007 Modesto, CA 145 • • • ♦ Traffic Signal Synchronization, Implementation & Fine Tuning for City of Modesto & Caltrans D-10 Modeseto, Stanislaus Cty, CA 121 • • • ♦ Traffic Signal Synchronization, Implementation & Fine Tuning for City of Modesto, Stanislaus County & Caltrans D-10 Stanislaus County, CA 98 • • • ♦ Los Angeles County MTA's Evaluation of SMART/Santa Monica FRWY ITS Systems on 420 Multijurisdictional Signals Los Angeles County, CA 420 • ♦ Traffic Signal Synchronization, Implementation & Fine Tuning for City of Ceres & Caltrans D-10 Ceres, CA 17 • • • • ♦ Traffic Signal Synchronization, Implementation & Fine Tuning for Downtown Modesto & Caltrans D-10 Modesto, CA 72 • • • ♦ Palmdale Traffic Signal Coordination, Retiming & Fine Tuning for City of Palmdale, LA County & Caltrans D-7 Palmdale, CA 22 • • • • ♦ Traffic Signal Retiming, Installation & Fine Tuning for City of Baldwin Park & Los Angeles County Baldwin Park, CA 18 • • • • ♦ Traffic Signal Synchronization along McBean Pkwy, Valencia Blvd., Magic Mtn. Pkwy & San Fernando Road Santa Clarita, CA 38 • • • ♦ Santa Clarita Thouroughfare Signal Interconnect for 30 Miles Santa Clarita, CA 93 • • • • • ♦ Los Angeles County MTA's Evaluation of Regional Surface Transportation Improvement (RSTI) Projects Los Angeles County, CA 29 ♦ Rye Canyon Business Park/Legacy Partners' Traffic Signal PS&E for City of Santa Clarita Santa Clarita, CA 9 • • • ♦ On-Call Traffic Signal Timing & Design Services for City of Palmdale Palmdale, CA 29 • • • • • • ♦ PS&E Preparation for SR-133/Laguna Canyon Rd. & Lake Forest Drive Irvine, CA 1 • • ♦ Ave. R. Traffic Signal Interconnect & CCTV Design Palmdale, CA 8 • • • • • ♦ Baldwin Park's Master Interconnect Design and PS&E Baldwin Park, CA 42 • • • • • • ♦ Upgrade of Calabasas Regional Traffic Operations Center, Interconnect, CCTV & Signal Timing Calabasas, CA 20 • • • • ♦ Los Angeles County MTA's Signal Systems Training of 88 Cities, LA County & Caltrans D-7 Los Angeles Countywide, CA • • • • • • ♦ Los Angeles County MTA's Traffic Signal Operation & Maintenance Training Workshops of 90 Agencies Los Angeles Countywide, CA • ♦ Los Angeles County MTA's Traffic Signal Timing Training Workshops of 88 Cities, LA County & Caltrans D-7 Los Angeles Countywide, CA • • • • ♦ Los Angeles County MTA's Video Detection & Surveillance Training Workshops of 88 Cities, LA County & Caltrans D-7 Los Angeles Countywide, CA • • • ♦ Los Angeles County MTA's Type 170 Controller Training Workshops of 88 Cities, LA County & Caltrans D-7 Los Angeles Countywide, CA • • • ♦ Los Angeles County MTA's Systems (Data, Video & Audio) Communications Training Workshops of 90 Agencies Los Angeles Countywide, CA • •
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TRAFFIC SIGNAL TIMING, DESIGN, OPTIMIZATION, COMPUTER MODELING, SYSTEMS & INTERCONNECT DESIGN •
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Computer Simulation
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Construction Management/ Inspection/Installation Teaching & Training Location
Signal Timing Signal Optimization Signal Design Interconnect Design PS&E Traffic Signal Systems Design System Evaluation "Before" & "After" •
Project
Number of Intersections
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Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
16 ♦ PS&E Preparation for Valley/Rancho & Valley/3rd Traffic Signals Colton, CA 2 • • • ♦ Construction Engineering Management & Inspection for I-10 Fwy. at Garvey/Merced Baldwin Park, CA 2 ♦ PS&E Preparation for Mt. Vernon/Colton & La Cadena/Avenue C Traffic Signals Colton, CA 2 • • • • ♦ PS&E Preparation for Tentative Tract Map #54157 - Avenue K/32nd Street West Lancaster, CA 1 • • • ♦ Reche Canyon/Shane Dr. & Topanga Canyon Traffic Signal Operations Assessment Colton, CA 2 • ♦ Metro/L.A. County MTA FY 04-08 On-Call A & E Electrical Engineering Bench Contract Los Angeles Countywide, CA • ♦ On-Call Traffic Engineering Design Services for City of Irvine FY 2004-2007 Irvine, CA • • • ♦ Metro/L.A. County MTA On-Call FY 04-08 A & E Traffic Engineering Bench Contract Los Angeles Countywide, CA • • • ♦ Traffic Signal Synchronization & Timing Charts for I-10/Garvey, Merced, Puente, & Marketplace Baldwin Park, CA 3 • • • ♦ Avenue R Extension Traffic Signal Interconnect & CCTV Design with 72 SMFO Palmdale, CA • • • ♦ Clinton Keith Rd. & Vista Murrieta High School Traffic Signal Design Modification Murrieta, CA 1 • • • ♦ PS&E for Ave. Vaquero & Via Casadita; 2 Signal Modifications at El Camino Real & Avenida Pico, Cam. Capistrano San Clemente, CA 3 • • ♦ Metrolink's Application, Railroad Pre-emption & Signal Timing for Garvey Rd. at Francisquito Baldwin Park, CA 1 • ♦ Construction Engineering Management for SR 14 and Ave. S for City of Palmdale & Caltrans D-7 Palmdale, CA 2 ♦ U.S. Traffic Corp. LED Countdown Technical Feasibility for the City of Los Angeles Evaluation Los Angeles, CA ♦ Ramona Blvd. & Earl Ave. Traffic Signal Timing Charts and Construction Engineering Management Baldwin Park, CA 1 • ♦ PS&E Package for 3 New Signals along Rancho Ave. at Citrus, Johnston & Laurel Colton, CA 3 • • • ♦ Chino Hills Traffic Signal Plan Check Services Chino Hills, CA 2 • • • • ♦ Reche Canyon Rd. & Topanga Way Traffic Signal Timing Charts Colton, CA 1 • • • ♦ Rancho Ave. & Valley Blvd. (Southeast Corner) Traffic Signal Modification Colton, CA 1 • • ♦ Construction of Ramona Blvd. & Maine Ave. Signal - Preparation of Traffic Signal Timing Charts Baldwin Park, CA 1 • ♦ Review of Caltrans Timing Plans at 3 Locations along Puente, Merced & I-10 Baldwin Park, CA 3 • ♦ Metrolink Railroad Grade Crossing (Garvey & Francisquito) - Final Timing Charts Installation/Review/CEM/Inspection Baldwin Park, CA 1 •
TRAFFIC SIGNAL TIMING, DESIGN, OPTIMIZATION, COMPUTER MODELING, SYSTEMS & INTERCONNECT DESIGN •
System Evaluation "Before" & "After"
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Computer Simulation
• Construction Management/ Inspection/Installation
Teaching & Training
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Traffic Signal Systems Design
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Project Location
Number of Intersections Signal Timing Signal Optimization Signal Design Interconnect Design PS&E
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
17 ♦ Pacific Coast Highway/El Camino Real & Camino Capistrano Traffic Signal for City of San Clemente San Clemente, CA 1 • • • ♦ Traffic Signal Inspection & Construction Engineering Management for City of Baldwin Park Baldwin Park, CA 7 ♦ McBean Parkway & Baywood Lane Signal Design & Preliminary Civil Design Santa Clarita, CA 1 • • • ♦ Kaufman & Broad Coastal's Villa Pacifica Traffic Signal & Interconnect PS&E San Clemente, CA 1 • • • ♦ On-Call Traffic Signal Plan Checking Services for City of Colton Colton, CA 1 • • • ♦ Signal Plan Preparation & Design for the City of Lancaster Lancaster, CA 1 • • ♦ On-Call Traffic Signal Construction Inspection Services for City of Colton Colton, CA 4 ♦ PS&E Package for New Signals for City of San Bernardino San Bernardino, CA 1 • • • ♦ PS&E for Signal Design Packages for City of Baldwin Park Baldwin Park, CA 14 • • • • ♦ PS&E Packages for Traffic Signals Colton, CA 3 • • • • ♦ Consulting Design & PS&E Services for Railroad Pre-emption at Sierra Highway and Ave. P & R for Metrolink Palmdale, CA 2 • • • • • ♦ PS&E Preparations for 3 Traffic Signal Modifications at Locust Ave./6th/7th and Pine/7th Long Beach, CA 3 • • ♦ State Route 14 & Ave. S Signal & Striping PS&E Preparation for City of Palmdale, Los Angeles County & Caltrans D-7 Palmdale, CA 2 • • • • ♦ Design Services for the Intersection Modification of Ave. R & 5th St. E. for City of Palmdale Palmdale, CA 1 • • • • • ♦ PS&E for Experian Corporation HQ Signals for City of Costa Mesa Costa Mesa, CA 1 • • • ♦ City of Ceres Citywide & Caltrans D-10 Traffic Signal Synchronization & Retiming Ceres, CA 25 • • • • ♦ Boeing's Douglas Park Traffic Signal, Signing & Striping, and TCP Long Beach & Lakewood, CA 7 • • • ♦ Review of L.A. County's Traffic Signal Synchronization Program along Baldwin Park Blvd., Calais to Tracy (TSSP) Baldwin Park, CA 11 • • ♦ PS&E Preparation for Burbank Blvd. 3 New Traffic Signals Burbank, CA 3 • • • ♦ KB Homes - PS&E Preparations for 3 New Traffic Signals Modifications along Murrieta Rd. Riverside County, CA 3 • • ♦ Pulte Homes 500 New Homes Development - PS&E Preparation for 5 New Traffic Signals Riverside County, CA 5 • • ♦ Caltrans State Route 66 Advanced Traffic Control Systems (ATCS) CCTV & Fiber Optic PS&E La Verne/Pomona/Claremont, CA 18 • • • ♦ Traffic Signal Synchronization, Implementation & Fine Tuning for Downtown Modesto & Caltrans D-10 FY 03/04 Modesto, CA 72 • • •
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Project Location
Number of Intersections Signal Timing Signal Optimization Signal Design Interconnect Design PS&E •
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Construction Management/ Inspection/Installation Teaching & Training •
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Computer Simulation
TRAFFIC SIGNAL TIMING, DESIGN, OPTIMIZATION, COMPUTER MODELING, SYSTEMS & INTERCONNECT DESIGN •
System Evaluation "Before" & "After"
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Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
18 ♦ Burke Lake Road's Signal Retiming for the Virginia DOT Northern VA, Washington, D.C. ♦ PS&E Preparation for The Village at Corona & Promenade/Collete Ave. New Traffic Signals Corona, CA 1 • • ♦ Interstate I-95 Service Roads & Local Intersections for the Virginia DOT Northern VA, Washington, D.C. ♦ PS&E Preparations for Conversion of 2 Flashing Signals to Pedestrian Signals along Burbank Blvd. Burbank, CA 2 • • • ♦ U.S. Route 27 Traffic Signal Progression for OKI Regional Council of Governments Cincinnati, OH 25 ♦ Construction Support Services for ITMS & Traffic Signals Interconnect Projects Santa Clarita, CA ♦ PS&E Preparation for Traffic Signal Modification for Protected Left-Turn Phases at Mt. Vernon & Rancho Colton, CA 1 • • • ♦ PS&E Preparations for 2 New Traffic Signals along Los Angeles St. at Center & Bresee Baldwin Park, CA 2 • • ♦ PS&E Preparation for Traffic Signal Modification of Auto Zone at Sunny Mead & Graham Moreno Valley, CA 1 • • ♦ CEM & Traffic Signal Timing Charts Preparation for Merced/Ahern & Pacific/Big Dalton Baldwin Park, CA 2 • ♦ PS&E Preparation for Traffic Signal Modification for New 5-Story Building at Spruce St. & Iowa St. Riverside, CA 1 • • ♦ PS&E Preparation for 2 New Traffic Signals at Maine/Ohio & Olive/Stewart Baldwin Park, CA 2 • • ♦ Timing Charts & CEM Preparation for 3 Signals along Los Angeles St. Baldwin Park, CA 3 • ♦ Timing Charts & CEM Preparation for 1 New Signal at Maine & Ohio/Hallwood Baldwin Park, CA 1 • ♦ U.S. Route 7 Relocation Study, Signal Design & Capacity Analysis for Connecticut DOT Norwalk, CT ♦ Packard/Bambergers Development Traffic Signals Cost Estimating Hackensack, NJ ♦ PS&E Preparation for Traffic Signal Modification at Ave. L & 10th St. W. Lancaster, CA 1 • • ♦ PS&E Preparation for 3 New Traffic Signals at Baldwin Park Blvd. & Stewart, L.A. Street/Phelan & Puente/Channing Baldwin Park, CA 3 • • ♦ SR-133 / Laguna Canyon - PS&E Preparation for Traffic Signal Modification Irvine, CA 1 • • ♦ PS&E Preparation for Traffic Signal Timing Chart for New Traffic Signal at La Cadena/Barton Colton, CA 1 • ♦ Traffic Signal Timing Charts Modification for Ahern/Merced & Vineland/Merced Baldwin Park, CA 2 • ♦ PS&E Preparation for Traffic Signal Modification & As-Built for Alameda/Lake Baldwin Park, CA 1 • • • ♦ Traffic Signal Timing Charts for Mt. Vernon/Colton Ave. Colton, CA 1 •
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Project Location
Number of Intersections Signal Timing Signal Optimization Signal Design Interconnect Design PS&E •
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Traffic Signal Systems Design Construction Management/ Inspection/Installation Teaching & Training •
Computer Simulation
TRAFFIC SIGNAL TIMING, DESIGN, OPTIMIZATION, COMPUTER MODELING, SYSTEMS & INTERCONNECT DESIGN System Evaluation "Before" & "After"
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
19 ♦ Traffic Signal Operations Assessment for Fowler Rd. & Mitchell Rd. Ceres, CA 1 • • • ♦ PS&E Preparation for a New Signal at W. Artesia Blvd. & Dalton Gardena, CA 1 • • • ♦ Desert Cities Industrial Park - PS&E Preparation for a New Signal along State Highway 111 & "A" St. Riverside County, CA 1 • • ♦ Tustin Field II - Harvard at Moffett Traffic Signal Modification Irvine & Tustin, CA 1 • • • ♦ Traffic Signal Modification Design for 20th St. West & Ave. K Lancaster, CA 1 • • ♦ Traffic Signal Modification Design for 60th St. West & Ave. K Lancaster, CA 1 • • ♦ 2 Traffic Signal Modification Designs for I-10/Valley/Mt. Vernon & Washington/Mohave Colton, CA 2 • • • • • ♦ PS&E Preparation for a New Mid-Block/Pedestrian Traffic Signal at Mt. Vernon & Palm Colton, CA 1 • • • • • ♦ Virginia Beach's Traffic Signal Cost Estimating Virginia Beach, VA ♦ Traffic Signal Timing Charts for Colton Ave. at 10th Street/G Street Colton, CA 1 • ♦ Traffic Signal Modification for Reche Canyon Rd. at Topanga Colton, CA 1 • • ♦ PS&E Preparation for Traffic Signal Modification at Alameda/Victory Blvd. Burbank, CA 1 • • ♦ PS&E Preparation for a New Traffic Signal at La Cadena Dr. & La Loma Ave. Colton, CA 1 • • • ♦ Traffic Signal Modification for El Camino Real & Barcelona San Clemente, CA 1 • • ♦ Newport Blvd. Traffic Signal System Improvement for City of Costa Mesa Costa Mesa, CA 15 ♦ Temporary Traffic Signal Modification Design for MWD & WMWD's Perris Valley Pipeline construction Riverside & Riverside Co., CA 10 • ♦ Temporary Traffic Signal Modification Design for Alessandro Blvd. at Meridian Parkway Riverside, CA 2 • ♦ Temporary Traffic Signal Modification Design for Alessandro Blvd. between Sycamore Canyon Bl. & Mission Grove Riverside, CA 5 • ♦ Orange County EMA's Traffic Signal Design & Study of Melinda Road & Las Fieras Rancho Santa Margarita, CA 1 • •
TRAFFIC SIGNAL TIMING, DESIGN, OPTIMIZATION, COMPUTER MODELING, SYSTEMS & INTERCONNECT DESIGN Traffic Signal Systems Design Computer Simulation System Evaluation "Before" & "After" Construction Management/ Inspection/Installation Teaching & Training Project Location
Number of Intersections Signal Timing Signal Optimization Signal Design Interconnect Design PS&E
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
20 Initial Implementation Expanded System
♦ Performing Task Orders for USDOT/FHWA/ITE on ITS Standards, Outreach, Education & Training Nationwide • • ♦ Extension of Ave. R Traffic Signal Interconnect & CCTV Design for 72 SMFO b/w Division & 40th E. Palmdale, CA 10 • • • • ♦ Preparing Signal Systems PS&Es for Boeing's New Douglas Park Development Long Beach & Lakewood, CA 7 • ♦ Management of Architectural Design for New TOC/TMC in Santa Clarita Santa Clarita, CA • • • ♦ Providing Construction Support Services for ITMS, Traffic Signal Interconnect, ITS & TMC/TOC Santa Clarita, CA • ♦ Caltrans State Route 66 Advanced Traffic Control Systems, CCTV, Fiber-Optic PS&E La Verne, Pomona & Claremont, CA 18 • • • ♦ Traffic Signal Synchronization for 145 City & State Locations Outside the CBD-FY 2007 Modesto & Stanislaus County, CA 145 • ♦ Los Angeles County MTA/Metro's Santa Monica FRWY ITS Systems Evaluation Los Angeles County, CA 420 • ♦ Los Angeles County MTA/Metro's Systems Communications Training Workshops Southern California • • • • • ♦ Los Angeles County MTA/Metro's Video Detection & Video Surveillance Training Workshops Southern California • • • • • • ♦ Los Angeles County MTA/Metro's Bus/Transit Signal Priority, QuicNet & CtNet Training Workshops Southern California • • • • • ♦ Los Angeles County MTA/Metro's Homeland Security Training Workshops Southern California • • • ♦ Los Angeles County MTA/Metro's TMC Tour of Regional Centers Training Workshops Southern California • • • • ♦ Caltrans Santa Monica FRWY I-10 ITS/CCTV Los Angeles, CA 10 ♦ City of Modesto CCTV Systems Expansion Modesto, CA 13 • • • • • ♦ Temecula's ITS Deployment: TOC, CCTV & Fiber Optic PS&E Design Temecula, CA 9 • • • • • ♦ ITS & Traffic Signal On-Call Design Services Palmdale, CA 29 • • ♦ Southern California ITS Showcase Program Evaluation for Caltrans HQ Southern California • ♦ City of Modesto CCTV Systems Modesto, CA 10 • • • • ♦ City of Ceres ATMS Project Ceres, CA 4 • • • • ♦ Upgrade of the Calabasas Regional Traffic Operations Center/Las Virgenes Interconnect PS&E Calabasas, CA 20 • • • • • ♦ Santa Clarita Intelligent Transportation Management System Santa Clarita, CA 22 • • • • • • ♦ Santa Clarita Thoroughfare Signal Interconnect for 30 miles Santa Clarita, CA 93 • •
INTELLIGENT TRANSPORTATION SYSTEMS (ITS) PLANNING, DESIGN & IMPLEMENTATION PROJECTS • •
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Bus/Transit Signal Priority
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ITS Implementation PS&E Traffic Signal System System Evaluation Project Location
ITS Planning
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ITS Design
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Homeland Security Construction Management/ -Inspection/Installation Teaching & Training •
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
21 Initial Implementation Expanded System
♦ Caltrans Los Angeles & Ventura Counties ITS EDP Los Angeles & Ventura Counties, CA • ♦ State of Virginia's I-95 HOV/TSM/VMS/CCTV Planning & Design Northern VA & Washington, D.C. 27 ♦ TMP Preparation Including Reg. XV Implementaion-U.S. Army Depot Sacramento, CA ♦ Sacramento's Arden/Arcade Local Area Transportation Study TSM Sacramento, CA ♦ Caltrans TSM Grant Application Preparation Oceanside, CA ♦ Caltrans' Interstates 5 & 405 Confluence "El Toro Y" TSM & CEM Orange County, CA ♦ Santa Clarita's Automated Red Light Enforcement Proposal Evaluations Santa Clarita, CA ♦ Evaluation of the Red Light Camera System Deployment Temecula, CA ♦ Los Angeles County MTA Traffic Signal Timing Training Workshops Los Angeles County, CA • ♦ Modesto's Traffic Signal Retiming & Coordination Project Stanislaus County, CA 105 16 ♦ City of Modesto Traffic Signal Systems Network Modesto, CA 98 • ♦ City of Modesto & Caltrans Downtown Signal Systems Network Modesto, CA 72 ♦ City of Palmdale/Caltrans & LA County Signal Systems Retiming Palmdale, CA 22 ♦ City of Ceres & Caltrans Traffic Signal Systems Network Ceres, CA 17 • ♦ City of Baldwin Park Master Interconnect Design Baldwin Park, CA 42 • • ♦ City of Baldwin Park Master Traffic Signal Network Baldwin Park, CA 18 • ♦ Los Angeles County MTA Type 170 Controller Signal System Training Workshops Southern California • • ♦ Caltrans HQ/SCAG AHS/IVI Work Scope Development Statewide, CA • ♦ Avenue R Traffic Signal Interconnect & CCTV Design Palmdale, CA 8 • • •
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PS&E Traffic Signal System System Evaluation Construction Management/-Inspection/Installation •
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INTELLIGENT TRANSPORTATION SYSTEMS (ITS) PLANNING, DESIGN & IMPLEMENTATION PROJECTS Bus/Transit Signal Priority Homeland Security
No. of
Intersections
ITS Planning ITS Design ITS Implementation
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
22 Initial Implementation Expanded System
♦ FHWA Freeway Surveillance & Control Workshops for the U.S. DOT Nationwide • • • • • ♦ FHWA/NAHSC AHS Operations & Maintenance for State DOTs Nationwide • ♦ FHWA/NAHSC AHS Outreach & Focus Group for State DOTs Nationwide • ♦ Government of Peoples Republic of China, Training High Ranking Delegations China • • • • ♦ City of Ceres CCTV Systems Expansion Ceres, CA 3 • • • • • ♦ U.S. Coast Guard's Governor's Island Ferry Stacking TSM Project* Manhattan, New York City, NY ♦ Dulles International Airport Access Road Ramp Metering Feasibility to E.B. I-66* Northern Virginia, VA ♦ Los Angeles County MTA/Metro's TMC Tour of Regional Centers Training Workshops Southern California • • • • Bus/Transit Signal Priority Homeland Security Teaching & Training Project Location
INTELLIGENT TRANSPORTATION SYSTEMS (ITS) PLANNING, DESIGN & IMPLEMENTATION PROJECTS No. of
Intersections
ITS Planning ITS Design ITS Implementation PS&E Traffic Signal System System Evaluation Construction Management/-Inspection/Installation • •
•
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
23
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
24
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
25
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
26
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
27 Section 3 – Scope of Work
Minagar & Associates, Inc. recognizes that the City of Desert Hot Springs is seeking an experienced and qualified Consultant to provide design services in the development of Plans, Specifications, and Estimate (PS&E) for the HSIP Cycle 11 – Citywide Pedestrian Safety Project in the City. The project intersections to have improvements implemented are shown in the map below. The following sections detail Minagar’s work approach and task-by-task approach which will ensure an efficient and effective project delivery for the City of Desert Hot Springs.
Traffic Signal Improvement Location Map in the City of Desert Hot Springs Traffic Signal Locations 9. Palm Drive & Desert View Avenue
1. Palm Drive & Paul Road 10. Palm Drive & Pierson Boulevard
2. Palm Drive & Varner Road 11. Pierson Boulevard & West Drive
3. Palm Drive & Dillon Road 12. Pierson Boulevard & Cholla Drive
4. Palm Drive & Camino Aventura 13. Pierson Boulevard & Golden Eagle Way
5. Palm Drive & Camino Campanero 14. Pierson Boulevard & Karen Avenue
6. Palm Drive & Two Bunch Palms Trail 15. Pierson Boulevard & Skybone Drive
7. Palm Drive & Ironwood Avenue 16. Mission Lakes Boulevard & Indian Canyon Drive
8. Palm Drive & Hacienda Avenue 17. Hacienda Avenue & Mountain View Road 15 14 13 12 11
16 17
10 9
8 7
6 5
4 3
2 1
PIERSON BLVD
HACIENDA AVE
PALM DR
INDIAN CANYON DR
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
28 Task 1 – Project Management
At the start of the project, the
proposed Project Manager, Fred
Minagar, will initiate an in-person kickoff meeting with City staff to confirm the project scope of work, objectives,
tasks, and finalize the schedule.
Subsequently, Minagar can coordinate
progress meetings with City staff to
provide project progress and schedule
status updates. These meetings will
provide an opportunity to address and
resolve any issues that may arise. If
needed, Minagar can also hold public meetings or presentations to gain the general public’s input on the project. Minagar’s emphasis on communication with staff and stakeholders is the foundation of an effective and efficient project delivery.
DELIVERABLES: Meeting Agenda and Minutes
Presentation Materials (If needed)
Task 2 – Data Collection / Review of Existing Conditions To provide additional insight and
understanding to the project, Minagar staff
have already taken initiative to collect collision
data from SWITRS over the last 5-year period
and note common causes of collisions that can
be addressed in this project.
According to TIMS Berkeley, there have been
fifty-nine (59) collisions involving
pedestrians and/or bicyclists in the City of
Desert Hot Springs from January 1, 2018 to
December 31, 2022. Over this 5-year period,
fourteen (14) victims were killed and forty-nine
(49) others were injured. This information is
displayed in the map on the right. The majority
of these collisions occurred at intersections on
Palm Dr.
Collisions in the City of Desert Hot Springs
by Location (Involving Pedestrians and/or
Bicyclists) (Jan. 1, 2018 – Dec. 31, 2022)
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
29 Number of Collision by Type of Violation
Almost half of these collisions can be attributed to the pedestrian’s failure to yield right-of-way to vehicles when crossing outside of a marked or unmarked crosswalk. Thus, this will be taken into account as improvements are proposed and implemented at each intersection.
Minagar & Associates, Inc. will also obtain all necessary maps and documents to become familiarized with the City of Desert Hot Spring’s traffic and roadway conditions and needs, as well as past and current efforts to improve transportation and traffic conditions. This includes:
■ City of Desert Hot Springs General Plan (May 2020)
■ City of Desert Hot Springs Engineering and Traffic Survey for Speed Limits (Nov. 2018) ■ SCAG 2024 Regional Transportation Plan/Sustainable Communities Strategy Data/Map Book for the City of Desert Hot Springs (May 2022)
■ SCAG 2020-2045 Regional Transportation Plan/Sustainable Communities Strategy Data/Map Book for the City of Desert Hot Springs (Nov. 2019) Minagar staff have
already taken
initiative to review
circulation maps,
land use maps, and
traffic and roadway
conditions in the City
of Desert Hot
Springs, as shown in
the figures below.
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
30 City of Desert Hot Springs Roadway Classification Map Truck Routes in the City of Desert Hot Springs
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
31 Bikeways in the City of Desert Hot Springs
City of Desert Hot Springs Land Use Map
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
32 Minagar & Associates, Inc.’s Sample Intersection
Improvements for the City of Huntington Park
Subsequently,
Minagar staff will
conduct field surveys
to assess current
roadway and traffic
signal equipment conditions. A 4K drone may be used in the field reconnaissance process to provide high-quality images and assessment of the project area.
Minagar will then prepare a preliminary design, technical specifications, and cost estimate. Any specific conditions that may create conflicts or change orders will be identified, with proposed resolutions to be provided.
Task 3 – Plans, Specifications, and Estimate (PS&E)
Minagar will prepare a set of 60%, 90%, and 100% Plans, Specifications, and Estimate (PS&E) for each intersection’s improvements. Preliminary street improvement plans will be prepared based on preliminary findings such as signal head visibility, utility locations, roadway conditions, pavement/crosswalk markings, and adjustment of manholes and utility covers. Plans shall be shown at a scale of 1” = 20’ and prepared on 24”x36” plan sheets.
Our PS&E are prepared in accordance
with the latest California Manual on
Uniform Traffic Control Devices (CAMUTCD 2014), Caltrans Standard Plans (2022), and all City requirements
described in the RFP. Plans will be
prepared on the City’s standard title
block and shall include a cover sheet,
plan views, topographic elevations, public right-of-way lines, typical sections, and construction details. All proposed signage and pavement markings items are identified on our plans both by construction note and MUTCD code.
After submittal of the 60% PS&E,
Minagar will incorporate all City
comments into the 90% submittal; this
process will be repeated in preparation
of the 100% PS&E. Minagar &
Associates, Inc. will create a comment
matrix to verify all City comments are
addressed in each subsequent
submittal.
DELIVERABLES: 60% PS&E
90% PS&E
100% PS&E
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
33 Minagar & Associates, Inc. Sample Signal & Striping Plan for the City of Burbank Task 4 – Bidding and Construction Support
If requested by the City of Desert Hot Springs, Minagar & Associates, Inc. can also respond to Requests for Information (RFIs) during the project advertisement period, and log questions and responses. Minagar can also attend any the pre-construction meeting, job walk, and job-site meetings over the course of the construction schedule if deemed necessary.
Minagar can also provide responses to the Contractor’s RFIs and responses and approvals to the Contractor’s submittals for materials and shop drawings, and also prepare as-builts if deemed necessary by the City.
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
34 Section 4 – Work Schedule
The proposed project schedule is shown below; however, it is tentative and subject to change until its finalization at the project kick-off meeting. Minagar & Associates, Inc. is committed to completing this project for the City of Desert Hot Springs in 120 days, or 4 months, directly following the City’s tentative Notice-to-Proceed.
Year
Month
NTP = Week 1* 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
1 1W
1W 1W 1W
2 3
4 1 = Within One Week * Tentative Notice-to-Proceed Milestone Field Visits
Review Existing Resources
Task #
Kick-Off Meeting
Project Management
Bidding and Construction Support
Collect Data and Inventory 3W
3W
2024
Feb
Progress Meetings
(Tentative)
Data Collection / Review of Existing Resources
Jan
3W
Apr
Project Specifications and Cost Estimate
3W
2W
Additional Support Services
90% PS&E
60% PS&E
100% PS&E
2W
Mar
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
35 Section 5 – Fee Proposal/Schedule of Fees
Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
36 Item Number: 9.
REQUEST FOR PROPOSAL for
HSIP CYCLE 11 CITYWIDE PEDESTRIAN SAFETY PROJECT
CITY OF DESERT HOT SPRINGS, CA
37 APPENDIX A:
Key Personnel Resumes
Item Number: 9.
MINAGAR & ASSOCIATES, INC.
Traffic Engineering - ITS - Civil/Electrical Engineering - Transportation Planning – CEM Consultants
FRED MINAGAR, MS, RCE, PE, FITE
EDUCATION
REGISTRATION
EXPERIENCE
EXPERTISE
• Harvard University, John F. Kennedy School of Government, Executive Education, Leadership Decision Making Program Diploma
• The George Washington University, Washington, D.C. ITS Program Diploma • Pepperdine University School of Law, Malibu, CA, Negotiation Skills & Advocacy • St. John’s University, New York, NY, Management Diploma • New York University, New York, NY, Management Practice • University of Cincinnati, Cincinnati, OH, M.S. Transportation Engineering • Thesis and Research work with computer analysis at Transportation Research Center of Ohio • University of Louisiana, Lafayette, LA, B.S.C.E. Civil Engineering • NATIONAL:
National Council of Examiners for Engineering & Surveying, No. 9112 • STATE:
California: Registered Civil Engineering. No. C053466 New Jersey: Registered Professional Engineer. No. GE33090 New York: Registered Professional Engineer. No. 066559 (Inactive) Washington: Registered Professional Civil Engineer. No. 27994 (Inactive) • 37 Years of Professional Public & Private Consulting Experience • Engineered, Managed & Administered Over 150 ITS and 800 Traffic Engineering & Transportation Planning Projects in Over 17 States
• Traffic Engineering & Transportation Planning
• Intelligent Transportation System (ITS); ATMS, ATIS, System Communications • EIR & EIS, TDM, TMP & TSM Special Studies
• Civil & Electrical Engineering Areas of Traffic Engineering Projects
AWARDS/HONORS
• Re-Elected City Council Member, Laguna Niguel, CA, Nov 2018, Mayor & MPT 2017 & 2020 & 2021 • Elected to Planning Commission Chairman, City of Laguna Niguel, CA, 2012 & 2007 • Re-elected to Traffic & Transportation Commission Chairman, City of Laguna Niguel, CA, 2003 & 2002 • Winner of Caltrans’ 2009 Award of Excellence in Transportation • Winner of the ASCE 2007 & 2009 Outstanding Public/Private Civil Engineering Projects • Winner of the Best Traffic Congestion Mitigation Award in Los County, 2005 • Recipient of the PTI’s Best Transportation Technology Solutions for Synchronizing 121 Caltrans, County & City Traffic Signals Award in the U. S., 2003
• Awarded the United States Congressional Order of Merit, 2003 & 2006 • Recipient of the 2002 National Leadership Award
• Recipient of the CAATS’ 2002 Award of Excellence for Best California Return on Investment Project • Recipient of the Los Angeles County MTA’s Teamwork Award for the Countywide Signal Systems Training Program, 2000
• Re-appointed to Traffic & Transportation Commissioner by the Mayor & Council of the City of Laguna Niguel, California for 1997-1999, 1999-2001, 2001-2003
• Publicity/Public Relations Chairman, 1
st Annual Meeting of California Alliance for Advanced
Transportation System (CAATS), Newport Beach, 1995
• Publicity/PR Chairman, 44th Annual Meeting of ITE D-6 Anaheim, CA, 1991 • Certificates of Appreciation, Western ITE Newsletter Technical Editor, 1990-1994 • Recipient of 1990 ITE International Award, Orlando, Florida, USA • Recipient of 1989 ITE International Award, San Diego California, USA • Recipient of 1988 ITE International Award, Vancouver, Canada • Certificate of Appreciation, ITE Met. Section of New York & New Jersey, 1987 and 1989 • Founded and Organized ITE Student Chapter at University of Cincinnati, 1984 • The Southwestern Award of Merit, 1981
• Outstanding Young Man of America for 1982
Item Number: 9.
MINAGAR & ASSOCIATES, INC.
Traffic Engineering - ITS - Civil/Electrical Engineering - Transportation Planning – CEM Consultants
FRED MINAGAR, MS, RCE, PE, FITE
SYNOPSIS of PROFESSIONAL EXPERIENCE:
Municipal / City Traffic Engineering Services
• Served over 85 Cities in California providing Consulting and Municipal City Traffic Engineering Services • Served as City Traffic Engineer for the City of South Pasadena in Los Angeles County, South Pasadena, CA - Performed well over 68 Task Orders including but not limited to the followings:
- Performed the Citywide 2012 & 2014 Engineering & Traffic Surveys (ETS) - Safe Routes To School Program Evaluation and Assessment - Prepared the Grant Applications for the Los Angles County MTA (Metro) and was Ranked Number 1 in the Traffic Signal Synchronization, Bus Rapid Transit & Intelligent Transportation Systems (ITS) Modal Category to obtain Funding from Metro for a New Central TMC/TOC and Traffic Signal Interconnect System
- Traffic Signal and Stop Sign Installation Warrant Assessments at Over Two (2) Dozens Locations
- Prepared Numerous Traffic Signal and Signing/Striping Plans - Reviewed and Prepared Traffic Signal Timing Charts
- Created and Computer Modeled Numerous Existing and Future Traffic Conditions for Presentations to the City Council, Planning Commission, Public Works Commission as well as Public Forums
- Prepared Numerous Traffic Diet & Traffic Calming Measures and Designs - Presented the City as the City Traffic Engineer at Numerous City Council, Planning Commission, Public Works and Public Forums
- Prepared the Biennial Highway Monitoring Report for the Los Angeles County Metro - Presented the City on the Metro’s Quarterly Arterial ITS Configuration Committee • Has been serving as City Traffic Engineer for the City of Colton in San Bernardino County, Colton, CA - Served the City for over 15 Years Continuously
- Has been serving the City as City Traffic Engineer for 6 Years - Performed well over 60 Task Orders including but not limited to the followings:
- Performed the Citywide 2014 Engineering & Traffic Survey (ETS) - Designed over 15 Traffic Signals and Prepared the PS&E Packages - Reviewed the Traffic and Parking Scoping Elements of New Developments - Presented the City at SANBAG and Caltrans D-8 Meetings - Attended as City Traffic Engineer at the Monthly Meetings of the City’s Traffic Committee - Presented the City at the City Council & Planning Commission meetings on as -needed - Created Policies for the City on Speed Humps & Bumps in the Residential, Commercial and Public Streets
• Served as City Traffic Engineer for the City of Chino Hills in San Bernardino County, Chino Hills, CA - Performed over 68 Task Orders
- Currently On-Call Traffic Engineering Consultant on Traffic, Planning & Environmental Projects • Has been serving as City Traffic Engineer for the City of Beaumont in Riverside County, Beaumont, CA - Has performed over 62 Task Orders on Traffic/Transportation’s technical, operational, legal, financial and City Council/Planning Commission matters
- Currently On-Call Traffic Engineering Consultant on Traffic, Planning & Environmental Projects • Served as the On-call Traffic Engineering Consultant for the following Cities in Southern California:
• City of Mission Viejo in Orange County, CA
• City of Lake Forest in Orange County, CA
• City of Glendora in Los Angeles County, CA
• City of Irvine in Orange County, CA
• City of Diamond Bar in Los Angeles County, CA
• City of Baldwin Park in Los Angeles County, CA
• City of Ceres in Stanislaus County, CA
• City of Modesto in Stanislaus County, CA
• County of Stanislaus County in Northern California
Item Number: 9.
MINAGAR & ASSOCIATES, INC.
ITS –Traffic/Civil/Electrical Engineering -Transportation Planning – Homeland Security - CEM Consultants
FRED MINAGAR, MS, RCE, PE, FITE
SYNOPSIS of PROFESSIONAL EXPERIENCE:
Civil/Traffic Engineering & Transportation Planning
x City of La Puente’s Citywide Street Name Sign, Traffic Control Devices Inventory & LSRP, La Puente, CA x City of South Gate’s Citywide Parking Space Asset Inventory and Study, South Gate, CA x City of Burbank’s HSIP Cycle 3 Engineering Services for Verdugo & Keystone, Burbank, CA x City of Burbank’s HSIP Cycle 4 Engineering Services for Verdugo Bike Lane Extension, Burbank, CA x City of Coachella’s HSIP-5294 (006) Engineering Services for Citywide Traffic Control & Street Name Sign Upgrade, Coachella, CA
x City of Coachella’s ATP Cycle 1 ST-86 PS&E & Engineering Services for Citywide Active Transportation Plan x City of Coachella’s ATP Cycle 2 ST-100 PS&E & Engineering Services for Citywide Active Transportation Plan x City of Coachella’s SR2S Cycle 8 PS&E Engineering Services for Citywide Safe Route To School Improvement x Los Angeles County MTA’s Interstate 210 Freeway Truck Origin-Destination Study, LA, CA x Los Angeles County MTA’s Evaluation of the Santa Monica Freeway/Smart Corridor, L.A., CA x Los Angeles County MTA’s Evaluation of RSTI Projects, Evaluated 10 Major Projects, Los Angeles County, CA x Los Angeles County MTA’s State Routes 57 & 60 Interchange Improvements Feasibility Traffic Study x Los Angeles County MTA’s Countywide Traffic Signal Operation and Maintenance Training Workshops x Identification of Funding, STIP & CIP Programs for Metrolink Commuter Rail System, Southern CA x Metrolink’s Traffic Engineering Analysis of the New Maintenance Facility Design Requirements for a New Access Road for SCRRA, Los Angeles, CA
x Metrolink’s Traffic Engineering and Cost Estimating for local Street Improvement near San Bernardino and Upland Train Stations for SCRRA, Southern CA
x Metrolink Commuter Rail System’s Traffic Engineering Design & Study Reports for Chatsworth Train Station and Lassen Grade Crossing for SCRRA, Southern CA
x Los Angeles World Airport-Palmdale Airport Master Plan, Transportation Planning & Computer Modeling Utilizing TRANPLAN & EMME II Computer Models
x Massachusetts Bay Transit Authority’s Red Line Subway Systems Computer Modeling, Boston, Beacon Hill and Cambridge, MA
x City of Palmdale’s Traffic Impact Fee Assessment a Traffic Model Using TRANPLAN Model, Palmdale, CA x Rote 24 Extension Traffic Study Utilizing UTPS Computer Model, Morristown, NJ x North Carolina State University Campus Expansion Traffic Study, Raleigh, North Carolina x Consultant to FHWA/NAHSC on AHS O&M Components & Institutional Constraints x Consultant to FHWA/NAHSC on AHS Outreach Program, Conducting Focus Group Meeting in Boston, MA, Denver, CO & Washington, D.C.
x Southern California ITS Deployment Plan for Caltrans District 7, Los Angeles, California x Caltrans TSM Grant Application Preparation for the City of Oceanside, California x City of Sacramento’s Arden/Arcade Local Area Transportation Study TSM & Traffic Operations Studies.
Sacramento, CA
x Governor’s Island Ferry Stacking TSM Project - U.S. Coast Guard. Manhattan, New York City x TMP Preparation Including Reg. XV Implementation for the U.S. Army Depot. Sacramento, CA x Wal-Mart Traffic and Parking Impact Study, Santa Clarita, California x 720 Paularino Parking Study, Variance, and CUP Application for the City of Costa Mesa, CA x Rye Canyon Business Park, 3 million SF North South Campus Traffic Parking Impact Studies, Santa Clarita, CA x Truck Route Feasibility Study for Vulcan Materials Plant in Irwindale for City of Baldwin Park, CA x Los Angeles Grand Sports Arena Traffic Engineering Feasibility Study for a Private Developer near Downtown Los Angeles, California
x Caltrans AB-680 Highway 118-126 Toll Road, Los Angeles and Ventura Counties, CA x Denver W-470 Toll Revenue Study for Engineer 470 Partnership, Denver, Colorado x New Jersey Turnpike Widening Transportation & Toll Plaza Study for the NJ Turnpike Authority x Port of San Diego B-Street Pier Alignment, Traffic Engrg Study for a New Cruise Ship Terminal, San Diego, CA x Port of Long Beach’s SCAQMD’s Grant for Air Quality/Emission Control Improvements at Port’s Roadways/Highways, Long Beach, CA
x Port Liberte (Caven Point) Traffic Impact Study, Jersey City, New Jersey x Review of Draft Traffic Impact Report for the Port of Los Angeles’ West Basin, Los Angeles, CA x Palmdale Airport Plaza Traffic Impact Report, Palmdale, CA Item Number: 9.
MINAGAR & ASSOCIATES, INC.
ITS –Traffic/Civil/Electrical Engineering -Transportation Planning – Homeland Security - CEM Consultants
FRED MINAGAR, MS, RCE, PE, FITE
SYNOPSIS of PROFESSIONAL EXPERIENCE CONTINUED:
Intelligent Transportation System (ITS)
x Caltrans State Route 66 Adaptive Traffic Control Systems, CCTV & Fiber Optic PS&E x Palmdale’s Ave. R Traffic Signal Interconnect & CCTV Design for the City of Palmdale & Metro x Upgrade of Calabasas Regional Transportation Operations Center & Las Virgenes Corridor Interconnect PS & E x Santa Clarita’s Intelligent Transportation Management Systems Project, Preparation of PS&E for 22 CCTV’s, 3 CMS, TOC Design Modification & Fiber Optic Design
x Santa Clarita’s Thoroughfare Signal Interconnect PS&E for 30 miles along 22 Corridors & Traffic Signal Synchronization of 93 City, LA County & Caltrans Locations x Los Angeles County MTA Trainer, Systems Communications, Video Surveillance & Video Detection, Bus Signal Priority, CtNet & QuicNet Systems & Signal Timing, Workshops, 1999-2005 x FHWA Trainer, Freeway Surveillance & Control Training Workshops x Los Angeles County MTA’s Santa Monica Freeway “Smart Corridor” Evaluation of ITS, Operational, Environmental & Energy Components for FHWA, Caltrans D7, Cities of LA, Beverly Hills, Culver City & Santa Monica
x City of Temecula ITS Deployment: TOC, Systems Communications & Fiber Optic Design for the City & Caltrans District 8
x City of Temecula Interconnect Design: Preparing PS & E Package x City of Modesto’s CCTV Expansion of 13 New Cameras for the City and Caltrans District 10 x Modesto CCTV & Ceres ATMS Design and Implementation Project, Northern California x City of Ceres’ CCTV Expansion of 3 New Camera the City and Caltrans District 10 x City of Modesto’s 121 Traffic Signal Synchronization for the City and Caltrans District 10 x Consultant to FHWA/NAHSC on AHS Operational & Maintenance Components & Institutional Constraints x Consultant to FHWA/NAHSC on AHS Outreach Program. Conducting Focus Group Meeting in Boston, MA, Denver, CO & Washington, D.C.
x Southern California ITS Deployment Plan for Caltrans District 7. Los Angeles, California x 20-Mile Extension of $90 Million I-95 HOV/TSM, Washington, D.C. x Santa Monica Freeway (Interstate 10) ITS/CCTV and Fiber Optic Network for Caltrans District 7. Los Angeles, California
x Los Angeles County MTA’s Evaluation of Regional Surface Transportation Improvement Projects for 8 Agencies x Interstate 5 & 405 Confluence “El Toro Y” TSM & Construction Engineering Management, Caltrans District 12.
Orange County, California
x Caltrans TSM Grant Application Preparation for the City of Oceanside, California x City of Sacramento’s Arden/Arcade Local Area Transportation Study TSM & Traffic Operations Studies.
Sacramento, California
x Governor’s Island Ferry Stacking TSM Project for the U.S. Coast Guard. Manhattan, New York City x Traffic Signal Computerization. Design Implementation, Installation, Fine Tuning & Training City’s Staff for 98 Intersection. City of Modesto, Northern California
x Traffic Signal Computerization. Design Implementation, Installation for 17 Intersections. City of Ceres, Northern California
x Traffic Signal Computerization. Design Implementation, Installation, Fine Tuning & Training City’s Staff for 16 Intersections. City of Baldwin Park, California
x ITS, Traffic Signal Computerization & Support On-call Services. City of Palmdale, California x TMP Preparation Including Reg.XV Implementation for the U.S. Army Depot. Sacramento, California x Dulles International Airport Access Road. Ramp Metering Feasibility to E.B. I-66, Northern Virginia x City of Temecula’s Red Light Camera System Evaluation x City of Santa Clarita’s Red Light Camera System Proposal Evaluation Item Number: 9.
MINAGAR & ASSOCIATES, INC.
ITS –Traffic/Civil/Electrical Engineering -Transportation Planning – Homeland Security - CEM Consultants
FRED MINAGAR, MS, RCE, PE, FITE
SYNOPSIS of PROFESSIONAL EXPERIENCE CONTINUED:
Traffic Signal Design/Timing/Coordination/Synchronization x Los Angeles County MTA’s Countywide Traffic Signal Operation and Maintenance Training Workshops x Los Angeles County MTA’s Countywide Traffic Signal Timing Training Workshops x Los Angeles County MTA’s Countywide Video Detection and Surveillance Training Workshops x Los Angeles County MTA’s Countywide Type 170 Controller Training Workshops x Los Angeles County MTA’s Countywide Systems (Data, Video, and Audio) Communications Training Workshops x Los Angeles County MTA’s Countywide Bus Signal Priority, CtNet & QuicNet Systems Training x The Governor’s Go California Project of Adaptive Traffic Signal Control Systems PS & E for SR 66 for Caltrans District 7
x Synchronization of 144 Caltrans & City of Modesto Traffic Signals, Modesto, CA x Synchronizing 72 Downtown Traffic Signals for Caltrans District 10, Stanislaus County & the City of Modesto x Traffic Signal Synchronization, Implementation, and Fine Tuning of 121 Signals for the City of Modesto and Caltrans D-10
x Santa Clarita’s Traffic Signal Synchronization for 38 Locations along 3 major Regional Arterials x City of Modesto Traffic Signal Coordination. Retiming and Upgrade for 98 Locations, City of Modesto, CA x City of Chino Hills Traffic Signal Plan Check Services x City of Palmdale Traffic Signal Coordination. Retiming and Fine-tuning for 22 Locations, City of Palmdale, Southern California
x City of Ceres Traffic Signal Coordination & Retiming for 17 Locations, Ceres, Northern California x Newport Boulevard Traffic Signal System Improvement for the City of Costa Mesa, CA x Plan Preparation and Design Utilizing Caltrans Standards and AutoCAD for the City of Lancaster, CA x Burke Lake Road’s Signal. Northern Virginia/Washington, D.C. x Interstate I-95 Service Roads and Local Intersections in Northern Virginia/Wash., D.C. x U.S. Route 27 Traffic Signal Progression, Cincinnati, Ohio x U.S. Route 7 Relocation Study. Signal Design & Capacity Analysis for Connecticut Department of Transportation, Norwalk, Connecticut
x Packard/Bambergers Development Traffic Signals Cost Estimating, Hackensack, New Jersey x Virginia Beach’s Traffic Signal Cost Estimating, Virginia Beach, Virginia x Traffic Signal Retiming, Installation and Fine Tuning for the City of Baldwin Park and LA County x Pacific Coast Highway and El Camino Real’s Traffic Signal for the City of San Clemente x Traffic Signal Inspection & Construction Engineering Management for the City of Baldwin Park x Los Angeles County MTA’s Evaluation of RSTI Projects
x On-Call Traffic Signal Timing and Design Services for the City of Palmdale x On-Call Traffic Signal Construction Inspection Services for the City of Colton x Preparing PS&E Package for New Signals for the City of San Bernardino x Preparing PS&E for Signal Design Packages for the City of Baldwin Park x Preparing PS&E Packages for Signals in Colton
x Consulting Design and PS&E Services for Railroad Pre-emption at Sierra Highway and Avenue P&R for Metrolink and the City of Palmdale
x Baldwin Park’s Master Interconnect Design and PS&E for the City x State Route 14 and Avenue S Signal and Striping PS&E Preparation for the City of Palmdale, Los Angeles County, and Caltrans D-7
x Design services for the Interconnect Modification of Avenue R and 5th Street East for the City of Palmdale x Construction Engineering Management for State Route 14 and Avenue S for the City of Palmdale and Caltrans D-7
x Los Angeles County MTA’s Evaluation of the SMART/Santa Monica Freeway ITS Systems Item Number: 9.
MINAGAR & ASSOCIATES, INC.
ITS –Traffic/Civil/Electrical Engineering -Transportation Planning – Homeland Security - CEM Consultants
FRED MINAGAR, MS, RCE, PE, FITE
SYNOPSIS OF PROFESSIONAL EXPERIENCE CONTINUED:
Toll Roads/Financial Studies
x Caltrans AB-680 Highway 118-126 Toll Road, Los Angeles and Ventura Counties, CA x Denver W-470 Toll Revenue Study for Engineer 470 Partnership, Denver, Colorado x New Jersey Turnpike Widening Transportation and Toll Plaza Study for the New Jersey Turnpike Authority x Identification of Funding, STIP and CIP Programs for Metrolink Commuter Rail System, Southern California Traffic and Parking Impact Studies
x City of San Clemente Traffic Control Plans (TCP) for the Vintage Shores Senior Apartments on Camino De Estrella, San Clemente, California
x City of San Clemente’s Traffic Signal Plans, Specifications, and Estimates (PS&E) for El Camino Real and Pacific Coast Highway, San Clemente, California
x City of San Clemente/Kaufman and Broad Coastal, Villa Pacifica’s Tract 15870 Traffic Signal Plans, Specifications, and Estimates (PS&E), San Clemente, California x Honali Plaza Parking Study, Laguna Hills, California
x Wal-Mart Traffic and Parking Impact Study, Santa Clarita, California x 720 Paularino Parking Study, Variance, and CUP Application for the City of Costa Mesa, California x Dodge Dealership Traffic and Parking Study, Lompoc, California x Washington Mutual Bank’s Parking Study and Variance Application for the City of Laguna Hills, California x Rye Canyon Business Park, 3 million SF North and South Campus Traffic and Parking Impact Studies, Santa Clarita, CA
x Truck Route Feasibility Study for Vulcan Materials Plant in Irwindale for the City of Baldwin Park, California x City of Huntington Beach Traffic Control Plans (TCP) preparation for the Huntington Beach Central Park Sports Complex, Huntington Beach, California
x State Route 55 Fly-over I-5 Freeway Traffic Control Plans and Traffic Management Plan for Caltrans District 12, Santa Ana, California
x Los Angeles Grand Sports Arena Traffic Engineering Feasibility Study for a Private Developer near Downtown Los Angeles, California
x Calabasas Volvo Dealership Traffic Impact Study, Calabasas, CA x The Gallery Traffic Impact Report, San Clemente, CA
x Lockheed Martin Traffic Impact Analysis, Palmdale, CA x Palmdale Airport Plaza Traffic Impact Report, Palmdale, CA x Quartz Hill Traffic & Fee Impact Studies, Palmdale, CA x North San Diego County Future Urbanizing Area Traffic Study, San Diego, CA x Village Shopping Center Traffic Impact Report, San Clemente, CA x Lockheed Martin Aircraft Facility Plant Traffic Study, Palmdale, CA x Serra Catholic School Traffic Impact Report Review, Rancho Santa Margarita, CA x GFW’s Five Power Plants Traffic Impacts in the Bay Area Air Quality Management District, Contra Costa County, CA
x Port Liberte (Caven Point) Traffic Impact Study, New York Harbor, NY x Packhard/Bambergers Traffic Impact, Cost Estimating & Alternatives Studies, Hackensack, NY x California Exposition Center Expansion Draft EIR & Traffic Impact Study, Sacramento, CA x Arden-Fair Mall Expansion: Fourth Anchor Tenant Traffic Impact & EIR, Sacramento, CA Item Number: 9.
MINAGAR & ASSOCIATES, INC.
ITS - Traffic/Civil/Electrical/Mechanical Engineering - Transportation Planning - Homeland Security - CEM
ARI ABRISHAMI, BSEE, PE, PMP
EDUCATION
• San Diego State University, San Diego, CA, BSEE, Computer Software Engineering/ Hardware Engineering (Alumni member of Beta Kappa Nu (Electrical) & Tau Beta Pi Engineering Honor Societies)
• San Diego State University, San Diego, CA, Core MS Courses in Telecommunications
REGISTRATION
• California, Registered Professional Electrical Engineer #14694 • California, Project Management Professional #492168
• California, Contractors License Electrical C-10 #721267 • California, Contractors General Engineering A #721267 • California, Contractors General Building B #721267
• California, Certified General Electrician #141726
• OSHA 30, For Construction Safety, Certified #32-00920905 • HAM Radio and GROL PGGB004108 FRN (#0010904068)
EXPERIENCE
• 40 Years Professional Public & Private Consulting Experience • Engineered, Managed and Administered over 150 State and Federal Projects including - California Department of Transportation (Caltrans) D-7, D-8, D-12 & HQ’s Fiber Optic/Network/Router/Connectivity/ITS Upgrades
- National Security Administration (NSA) in charge of the IT contract for Command and Control Center for the U.S. Courthouse’s Security System, CCTV Cameras (internal & external)
EXPERTISE
• Electrical Engineering
• Computer & Software Engineering
• Preparing PS&E, Project Management & Control, Inspection • ITS, ATMS, Fiber Optic, Systems Communications Landline & Wireless • Hirsch/Identify systems hardware access control and intrusion systems training for security agency
• EV Charging Station Design, Planning & Procurement
• Solar System Design & Planning
SOFTWARE
• CISCO CCIE classes and lab (wide area network routers, switches) • Courses in OSI (networking protocol)
• Microstation (State of CA design software)
• Primavera project management software
• Seimens Delta V software training for validation, commissioning & operation optimization • Microsoft Office and project
• Changeable Message Sign software and programming
• Siemens Building Management Systems
PROFESSIONAL CAPABILITIES/SUMMARY
Has performed in variety of professional roles from project management to design with a deep knowledge of construction requirements. including Project Manager, Design Manager, Project Engineer of multiple Capital Improvement and Maintenance projects; performing professional electrical engineering tasks in preparation of designs, construction plans, specifications, engineering economic and cost analysis studies, project schedules, contracts and reports for electrical systems and equipment, commercial buildings, associated facilities and equipment; security systems, access control and camera systems; conducting quality assurance and safety and functional testing, inspection and research activities; providing technical direction and support in the licensing, design, construction, installation, maintenance, and operation and inspection of a wide variety of electrical systems and intelligent transportation systems Item Number: 9.
MINAGAR & ASSOCIATES, INC.
ITS - Traffic/Civil/Electrical/Mechanical Engineering - Transportation Planning - Homeland Security - CEM
ARI ABRISHAMI, BSEE, PE, PMP
SYNOPSIS of PROFESSIONAL EXPERIENCE CONTINUED:
and access and camera control in Security equipment as well as to proven to be a trouble shooter and problem solver in integrated systems.
PROFESSIONAL EXPERIENCE
Project Management & Engineering Minagar & Associates, Inc.
Jan 2010 –Present
Performing design, construction and project management for local government projects regarding CCTV; traffic signal systems; intelligent wireless transportation systems (ITS); wide area network (WAN); fiber optics; CAT5e, CAT6 copper connectivity. Traffic management network revamping and cutovers due to upgrades, and associated security systems associated with the command and control centers and its connectivity with the county government and the State TMCs in order to fulfill the Homeland Security criteria set forth for sharing information amongst agencies.
State of California, Departments of Transportation and Industrial Relations Jul 1984 – Jan 2010
Caltrans Senior Transportation Electrical Engineer (Supervisory),Traffic Operations Jul 1998 – Jun 2009
Supervised a staff of a dozen office and field engineers (traffic signal operations and design). He was responsible for electrical design and review, operations and inspection of numerous projects for North Los Angeles County and Ventura County; this included lighting systems, traffic signal systems, CCTV and HAR systems and electrical utilities.
Caltrans System Software Specialist, Information Systems Oct 1997 – Jul 1998
Responsible for IT infrastructure to connect 25,000 computers; duties included negotiating contracts with phone companies and DGS which saved more than $1.2M annually; standardized all computers in the Caltrans system, which saved over $1M annually, served as the Technical Advisor in Advanced Wireless Technologies & Advanced ITS Networks while coordinating and providing network troubleshooting remote assistance to IT personnel in the four Caltrans off-site locations. Caltrans New Technology & Research Program
Jul 1996 – Oct 1997
Project Manager/System’s Designer for Intertie for four southern California sites; responsibilities included installation, operation, and maintenance network devices such as wide-area switches, routers, servers, modems, and network management and their communications software. As the Project Manager I was responsible for Fiber Optic intertie wired and wireless; over $40M. Caltrans Associate Electrical Engineer, Supervisor (Traffic Systems TMC Support) Jul 1989 – Jul 1996
Operated and maintained hardware and software for traffic operations center (TMC); reported wiring, specification review for scopes of work, and obtained MOU funding; served as Project Manager, SYNOPSIS of PROFESSIONAL EXPERIENCE CONTINUED:
Technical Advisor, and Researcher for advanced technology projects (saved more than $3M). He supervised a staff of ten office administration and engineers.
Caltrans Electrical Engineer Maintenance and Traffic Systems (TMC Support) / Coronado Bridge Jul 1984 – Jul 1989
Designer and Field Inspector on a variety of transportation projects including highway lighting; ramp metering signals; traffic signals; and highway advisory radios high voltage conversion (5000 to 480) Volt AC for public safety; managed toll collection air monitoring system for toll collectors’ safety and reported results to Head Quarters; ensured devices were calibrated and worked properly.
Item Number: 9.
MINAGAR & ASSOCIATES, INC.
ITS - Traffic/Civil/Electrical Engineering - Transportation Planning - Homeland Security - CEM DON TRAN, BSEE, P.E.
EDUCATION
• California State University, Long Beach, B.S. in Electrical Engineering • Long Beach City College, A.A. in Business Management
• Institute of Transportation, Berkeley, Traffic Engineering & Systems Engineering Courses
TRAINING
• Applications of TRANSYT, PASSER, NETSIM, Synchro & SimTraffic 11.0 to the Coordination of Actuated Traffic Signals
REGISTRATION
• California, Registered Professional Traffic Engineer #2074
EXPERIENCE
• 35 Years Professional Experience
EXPERTISE
• Transportation Systems Engineering
• Traffic Management Systems
• Traffic Signal Design, Modification and Operations
• ITS: ATMS, DMS, VMS, CCTV, IEN, RIITS, NTCIP
• ATMS (Advanced Traffic Management System) & Central Control Systems:
Econolite’s CENTRACS (Server & Cloud), McCain’s TRANSPARITY, Intelight’s MAXVIEW, Trafficware’s ATMS & Kimley-Horn (KITS) • Traffic Signal Controller Hardware: 170 E, McCain 2070 L & LX, Econolite, Econolite Cobalt, Econolite ATC 2070 E, LX & LX+, Trafficware 2070 E, Antilight 2070 LX & LDX, Advanced Traffic Controllers (ATC): McCain Flex, and Trafficware Commander & NEMA TS1 & TS2 and ITS Cabinets, 332 & ATC Cabinets
• Traffic Signal Controller/Timing Software for 170, 2070 & NEMA: (State Caltrans C-8), LA County LACO-1R, LACO-3 & LACO- 4E), Programs 189, 200, 200CA, 200SA, 233, 233 RV2, McCain 2033 & Econolite’s EOS, ASC/2 NEMA, ASC/3 NEMA & Adaptive and CAV (Connected &
Automated Vehicle)
• Detection Systems (Video, Radar & Loops): Automatic Incident Detection Cubic’s GRIDSMART, GRIDSMA RT, Iteris’ Vantage, Miovision’s SmartView, Econolite’s Autoscope, Pelco’s Video Xpert, BOSCH’s Video Management System (BVMS), Sensys’s Radar Flex, FLIR’s Thermal Imaging FLIR & Traditional Inductive Loops
• CCTV Systems: BOSCH (Standard, PTZ & Starlight), Cohu (RISE), PELCO (PTZ & Multi-Sensor) & Econolite’s Centracs CCTV
• Signing & Striping Plans
• Traffic Control Plans Preparations per 2019 WATCH & 2016 CA-MUTCD Manuals
RELATED SKILLS
• Ability to debug and develop traffic signal programs
• Use of various Traffic Engineering and Transportation Planning software: TRANSYT, PASSER, HCS, SYNCHRO, and AUTOCAD
• Ability to troubleshoot, operate, and evaluate the traffic signal controllers and cabinets in either State Type or NEMA
SYNOPSIS of PROFESSIONAL EXPERIENCE
• Project Engineer, City of Modesto: Prepared Synchronization Plans utilizing Synchro & Sim Traffic Computer Models for 121 Signalized Intersections in City of Modesto, and Caltrans D-10 for all the Interchanges of SR 99 at McHenry Blvd, Pelandale Ave, Standiford Ave, Briggsmore Ave, Kansas Ave./SR 132, Maze Blvd/L St.& Crows Landing Rd. Prepared 121 timing charts on BiTran 200SA for the City’s 170 Controllers & C8 for the State’s Controllers. Installed all the 121 new timing charts in each controller. Completed all the field troubleshooting and optimized based on the field Item Number: 9.
MINAGAR & ASSOCIATES, INC.
ITS - Traffic/Civil/Electrical Engineering - Transportation Planning - Homeland Security - CEM conditions. Performed Before & After Studies to document all the improvements. This project won the Best Transportation Technology Solution Awards in the United States. • Project Engineer, City of Modesto: Prepared Synchronization Plans utilizing Synchro & Sim Traffic Computer Models. Prepared timing charts on BiTran 200SA & C8 for 141 signalized intersections.
• Project Engineer for the City of Ceres’ Traffic Signal Synchronization Utilizing Synchro & Sim Traffic Microcomputer Models. Prepared Timing Plans for 27 Traffic Signals for the City. Installed the new timing charts for all the 27 locations. Performed trouble shooting for all the locations and field adjusted the timings based on the prevailing conditions. Performed Before and After Studies to document the improvements. • Project Engineer for the 18 Traffic Signal Synchronization for the City of Colton. • Prepared over 100 Traffic Signal, Fiber Optic/Copper/CoAxial/Wireless Interconnect Plans for the Cities of Baldwin Park, Beaumont, Colton, Temple City, Arcadia, Calabasas, Santa Clarita, Gardena, Santa Monia, Los Angeles, Culver City, Temecula, Palmdale, Chino Hills, South Pasadena, Lancaster, Los Angeles County, Orange County, San Bernardino, Chino, Coachella, Redlands, El Monte, Irvine, Lake Forest, Burbank, Commerce, Yurupa Valley, Huntington Beach, Diamond Bar, Lawndale, Town of Yucca Valley, Ventura, Inglewood, Caltrans District 7, 8, 11 & HQ (Sacramento).
• Senior & Project Engineer-Advanced Traffic Management System, City of Long Beach, CA: Participated in the development and implementation of the City’s Advanced Traffic Management System which controls over 450 traffic signals. The system uses microwaves, direct wires, fiber-optics, radio and telephone lines to 38 outlying areas. • Project Engineer-Communication Network to Traffic Management Centers for Caltrans, Cities of Long Beach and Signal Hill, CA: Participated in the process of study, design and initial specification preparation on 91 Freeway traffic surveillance project as portion for California Department of Transportation, Cities of Long Beach and Signal Hill • City of Long Beach Signal Operations: Assisted in maintenance and operations of over 400 traffic signals. Project engineer for 12 signal timing optimization projects, using TRANSYT-7F and Passer II, which re-timed over 400 traffic signals. Handled the council and citizens requests for traffic signal timing related matters. • Light Rail Vehicle Operations between Los Angeles and Long Beach: Assisted in design, documentation, debugging, and implementation for Light Rail Vehicle software development to integrate Light Rail Vehicles into the local jurisdiction’s signal system. • Traffic Signal Design: Responsible for the traffic signal design, plans, and specifications for the City’s traffic signal modification or new signal installation. • Traffic Operations: Experience in all phases of traffic operation. Assignment included traffic control device installation in addition to signals, street lighting designs, and analysis of accident causes at the traffic signal intersections to prepare corrective action to solve the problems. Preparation and design of plans for striping, markings, and signing.
• Prepared Traffic Signal Timing Plans for the City of Santa Monica’s Pico Blvd Phase III for 12 Traffic Signals between 11th St. & 34th St. Pico Blvd. is a major critical east-west commuter route through the City of Santa Monica and west of Los Angeles. • Prepared Train Pre-emption & Timing Charts for Los Angeles Metro Gold Line’s Atgrade Crossing at Mission ST. & Meridian Ave utilizing Bi Trans 233 Rev 2 for the Metro Gold Line Foothill Construction Authority & Hill International. • Prepared 3 New Traffic Signal Plans for the City of Irvine and Irvine Company for the intersections of Lake Forest Drive at Bake Parkway, Lake Forest Drive at Romano St Interim and Final Buildouts.
• Prepared Traffic Signal Modification PS&E Plans for the City of Coachella’s Safe Routes to School (SR2S) Cycle 8, City Project 2009-16 State Funded. • Prepared PS&E and Timing Charts for Roger Elementary School’s New Mid-Block Pedestrian Signal at W. Laurel St. between N. Rancho Ave. & N. Latham St. • Prepared PS&E for a Traffic Signal Modification Intersection Re-Striping at Alameda Ave and Victory Blvd for the City of Burbank.
• Prepared a PS&E Package for a New Traffic Signal at La Cadena Dr. & La Loma Ave.
Prepared the Timing Charts for the New Traffic Signal Controller. • Prepared a Traffic Signal Modification Plan for Tustin Field II “Tustin Legacy Development” for the Cities of Tustin & Irvine at Harvard Ave. & Moffett Ave/Paseo West Park.
Item Number: 9.
MINAGAR & ASSOCIATES, INC.
Civil Engineering-Traffic Engineering-Transportation Planning Consultants
FIROZ VOHRA, MS, TE
EDUCATION
• University of Cincinnati, Cincinnati, Ohio, MSCR in Transportation Engineering • Maharaja Sayajirao University of Baroda, Baroda, India, BSCE in Highway Engineering
PROFESSIONAL CAPABILITIES/SUMMARY
Firoz Vohra is an experienced traffic engineer with over 34 years of experience. He began his career in the private sector where responsibilities included planning and designing highway alignments, developing traffic demand projections and preparing and analyzing traffic studies. He then moved to the public sector as a City Traffic Engineer for the City of Modesto where he served in that position for 15 years and then served the City as Deputy Director of Public Works for 7 years. The experience and knowledge gained throughout my career presents an invaluable asset to my clients.
He is a proven team player with a focus on utilizing his public-service experience to achieve the goals of the clients he serves.
PROFESSIONAL EXPERIENCE
Senior Traffic Engineer for Minagar & Associates, Inc.
Jul 2018 – Present
Senior Engineer for the Public Works Transportation Division of Stockton, CA 2010 – 2018
Responsibilities include administering & managing the recently combined Transportation Engineering Division within the Public Works Department. The purpose is to bring Transportation projects to the County by leveraging Federal & State grant funds with Local transportation dollars; improve traffic flow, enhance safety & reduce congestion by prioritizing projects based on roadway capacity & safety.
Manager III for the Public Works Engineering Support Division of Modesto, CA 2009 – 2010
Responsible for the Development Services, Community Service Districts, Landscape and Lighting Districts, Encroachment and Transportation Permits, County Surveys, Mapping Services and Traffic Engineering Units. Responsibilities include managing and implementing the workload, people and resources of these units. Provide supervision, attend public meetings, develop projects and perform traffic analysis. Duties also include development and maintenance of Development Design Standards and Master Plan Standards. Produce and process annual engineer reports for Community Service Districts, Landscaping and Lighting Districts. Act as County Project Manager on major projects.
Deputy Director for the Public Works Department of Modesto, CA 2002 – 2009
Headed the Streets and Traffic Services Division of the Public Works Department. Reported to Department Director and City Manager. Assumed Acting Director of Public Works role during the Director’s absence. Supervised Streets Engineering, Traffic Engineering/Operation and Street Maintenance staff (52 FTEs). Permanent substitute for the City Manager at the StanCOG Technical Advisory Committee. Regularly briefed the Mayor and Council Members on policy issues prior to all StanCOG policy board meetings and offered recommendations. Chaired the City of Modesto’s Fees Task Force committee. Developed and monitored division budgets (Operating & CIP) and workflow. Secured CMAQ, STP, SR2S grants for capital projects.
Developed the ARRA-2009 (Stimulus Package) projects proposal. Developed county-wide Item Number: 9.
MINAGAR & ASSOCIATES, INC.
Civil Engineering-Traffic Engineering-Transportation Planning Consultants
FIROZ VOHRA, TE
PROFESSIONAL EXPERIENCE CONTINUED:
Pavement Management System and roadway repair priorities. Developed the SR 99/Pelandale Interchange project concept and led it to PA&ED state through CalTrans District 10. Served on the regional North County Corridor (25 miles long new expressway) project as the Technical Advisory Committee member to the Joint Powers Authority.
City Traffic Engineer for the City of Modesto, CA
1987 – 2002
Reported to Department Director and Deputy Director. Supervised the research, analysis and planning of development projects and other transportation studies which ensure safe and efficient traffic flow and mobility while enabling economic development. Have conducted and overseen research and analysis on development projects; planned and organized transportation planning studies; neighborhood traffic planning and analysis; traffic impact reports for development projects; plans, and environmental review. Developed strategies to build –livable communities by creating new streetscapes that provide maximum safety for pedestrians, bicycles and motorists, while keeping travel speeds low and providing optimum access. Developed traffic management strategies and systems to manage the growing traffic demands by employing state-of-the-art technologies. Prepared and presented a variety of reports; developed division’s operating as well as capital improvement budgets.
Item Number: 9.
MINAGAR & ASSOCIATES, INC.
ITS –Traffic/Civil/Electrical Engineering -Transportation Planning – CEM Consultants SERGE S. TAVOUR
EDUCATION
• Tehran Institute of Technology, Civil Engineering
PROFESSIONAL EXPERIENCE
• 36 years of Engineering Land Surveying and Pure Civil Engineering Design
LRSP/TRAFFIC SAFETY EXPERIENCE
• Engineering Assistant for the Preparation of the Local Roadway Safety Plan (LRSP) for the City of Guadalupe, Santa Barbara County, CA
• Engineering Assistant for the Preparation of the Local Roadway Safety Plan (LRSP) for the City of Huntington Park, Los Angeles County, CA
• Project Engineer for the Preparation of the Local Roadway Safety Plan (LRSP) for the City of Needles, San Bernardino County, CA
LAND SURVEYING EXPERIENCE:
Key projects:
• Surveying work - Topographic surveys, boundary surveys and staking. • Survey and Street Design – HSIP Federal Project for Verdugo Street, Burbank, CA. • Survey and Street Design – HSIP State Project for Verdugo Street Bike Lane Extension, Burbank, CA.
• Designed Base project survey for Caltrans - Route 66
• Traffic control plans – Modesto, CA.
• Prepared plans for numerous traffic signal and traffic control applications, signing and striping • Created plans and profile and design modify curb returns CIVIL DESIGNER EXPERIENCE:
Key projects:
• Traffic Control Plan – La Habra, Irvine, Laguna Niguel, Brea, Costa Mesa, CA • Street Improvement Plan – Costa Mesa, CA
• Water Line – La Habra, CA
• Retaining wall- Moulton Parkway
• Utility plans- Caltrans I-5 widening project
Project Designer
Key projects:
• Andalucia Apartment Complex – Mission Viejo, CA
• Sun City Shopping Center – Sun City, CA
• Dos Lagos Golf Course – Corona, CA
• Madison Single Family Housing – Irvine, CA
• Whispering Heights Single Family Housing – Riverside, CA • Westborne single family housing – Irvine, CA
Project Designer
Key projects:
• Granada Hills Townhouses – Granada Hills, CA
• Housing Tract Project – Riverside, CA
• Townhouse Project - Bellflower, CA
• Talega Golf Course Driving Range – San Clemente, CA
• Royal Cabinets – Pomona, CA
• Commercial Warehouse – City of Industry, CA
TRAFFIC DESIGNER EXPERIENCE:
Project Designer
Key Projects:
• Traffic Signal Interconnect, Modification & Street Improvement plans • ITS/System Communications Projects
• ATP/SRTS/HSIP/SS4A/LRSP Design Projects
• Railroad track improvement plans and profiles
• Land field grading plans
• Commercial, residential, and industrial precise & rough grading plans • Street, sewer, and water improvement plans
Senior CADD Operator
• SCRRA (Metrolink) Commuter Rail Project Item Number: 9.
MINAGAR & ASSOCIATES, INC.
Traffic/Civil/Electrical Engineering - ITS- Transportation Planning - CEM Consultants Nhi Hoang, BSCE
EDUCTAION
• University of California, Irvine, BSCE Civil & Environmental Engineering
EXPERIENCE
• 2 Years Professional Experience
EXPERTISE
• Engineering & Traffic Survey (E&TS)
• Local Roadway Safety Planning (LRSP)
• Traffic & Transportation Engineering
• Signing & Striping
• Traffic Control Analysis
• Transportation Planning & Management
• Traffic Signal Timing
• Highway Capacity
• Safety Assessment
• Travel Survey & Analysis
• VMT Assessments
RELATED SKILLS
• Use of Various Traffic Engineering and Transportation Planning Software:
HCS 6
Synchro 11
SimTraffic 11
• 3-D Sketch Up
• AutoCAD 2023
• ArcGIS/ArcMAP
• Caltrans PeMS Data Source
• Civil 3D
• Java
• MATLAB
• SolidWorks
SYNOPSIS OF PROFESSIONAL EXPERIENCE
• Project Engineer for the Preparation of 2023 VMT (Vehicle Mile Traveled) Guidelines per CEQA Requirements for the City of Imperial, Imperial, CA • Project Engineer for the City of Lancaster’s VMT Assessment for 44-Unit Garden Walkup Apartments at 40th Street and Avenue L, Lancaster, CA • Project Engineer for the City of Perris’ Scoping Agreement • Engineering Assistant for the Preparation of the Local Roadway Safety Plan (LRSP) for the City of Needles in San Bernardino County, CA
• Engineering Assistant for the Preparation of the Local Roadway Safety Plan (LRSP) for the City of Big Bear Lake in San Bernardino County, CA
• Project Engineer for the Preparation of the Local Roadway Safety Plan (LRSP) for the City of Lemoore in Kings County, CA
• Project Engineer for the Preparation of the Local Roadway Safety Plan (LRSP) for the City of San Pablo in Contra Costa County, CA
• Project Engineer for the Preparation of the Local Roadway Safety Plan (LRSP) for the City of Big Bear Lake in San Bernardino County, CA
• Project Engineer for the Peer Review of the Local Roadway Safety Plan (LRSP) for the City of Colton in San Bernardino County, CA
• Prepared the 2023 E & TS Report for 21 street segments the City of Needles, CA • Prepared the 2023 E & TS Report for 29 street segments the City of Solana Beach, CA • Project Engineer for the City of Beverly Hills’ Los Angeles School of Gymnastics Parking & Traffic Study, Beverly Hills, CA
• Project Engineer for the Legal Review of the Traffic Collision Assessment for Ave M/Columbia Way at 20th St. E Street for the City of Palmdale, CA Item Number: 9.
MINAGAR & ASSOCIATES, INC.
Traffic/Civil/Electrical Engineering - ITS- Transportation Planning - CEM Consultants
JENNY TRAN, BSC&E
EXPERIENCE
• 4 Years Professional Experience
EDUCTAION
• University of California, Irvine, BSC&E Civil & Environmental Engineering
EXPERTISE
• Traffic & Transportation Engineering
• Traffic Impact & Parking Studies
• Feasibility Studies
• Transportation Planning
• Traffic Signal Timing
• Highway Capacity
• Safety Assessment
• VMT & GHG Analysis& Assessment
RELATED SKILLS
• Use of various Traffic Engineering and Transportation Planning software:
HCS, SYNCHRO, SimTraffic
• A-CAD & MicroStation
• Advanced Surveying
• Highway Design (InRoads, CaiCe)
• ArcGIS
• MATLAB, SketchUp, SolidWorks, Stella, Spartan
SYNOPSIS of PROFESSIONAL EXPERIENCE
• Prepared a Technical Memo for the Development and Establishment of VMT (Vehicle Miles Traveled) for the Transportation Impact Analysis of the CEQA Requirement based upon the Senate Bill (SB) 743 for the City of Colton, CA • Engineering Assistant for the Preparation of Traffic Signal Modification, Interconnect Plans and Fiber Optic Systems for the City of Chino. Performed field investigations followed up by utilizing ACAD 2020 computer software for the base Engineering Plans • Prepared a Left Turn Traffic Signal Warrant Assessment by Utilizing CA MUTCD Standards for the Intersection of Schaefer at Roswell for the City of Chino, CA • Prepared a Traffic Signal Warrant Assessment by Utilizing CA MUTCD Standards for the Intersection of 7th Street at Valley Blvd. for the City of Colton, CA • Engineering Assistant for the Evacuation Plan Improvement Traffic Study utilizing Synchro 11.0 Micro-computer Modeling and Sim Traffic Micro-computer Simulation for 5 Wildfire and 1 Tsunami Evacuation Plans via Pacific Coast Highway City of Malibu • Prepared a Traffic Signal Warrant Assessment by Utilizing CA MUTCD Standards for the Intersection of San Bernardino Ave. at Sycamore Street for the City of Colton, CA • Prepared a Traffic Signal and Stop Sign Warrant Assessment by Utilizing CA MUTCD Standards for the Intersection of “C” Street at Meridian for the City of Colton, CA • Prepared a Technical Memo for Federal/State and City ADA Compliance at the Existing Handicap Ramps at the Two Signalized Intersections of Roswell at Schaefer and Pipeline at Schaefer in the City of Chino, CA
• Prepared a Technical Memo for the Establishment of Policies and Procedures for RedCurb Zones within the Residential and Commercial Areas for the City of Gardena, CA • Prepared a Traffic Impact Study for the Proposed Retail/Commercial Center at 81933 Indio Blvd for the City of Indio. Analyzed the Potential Impacts of the Proposed Project on the Existing and Future Capacity and Operations of the 6 Existing Signalized Intersections.
• Prepared a Traffic Impact Study for the Proposed Retail/Commercial Center at Jefferson Ave at Varner for the City of Indio. Analyzed the Potential Impacts of the Proposed Project on the Existing and Future Capacity and Operations of the 6 Existing Signalized Intersections.
• Prepared a Traffic Impact Study for the Gateway Plaza for the City of Tracy in Northern California, Tracy, CA
Item Number: 9.
MINAGAR & ASSOCIATES, INC.
Traffic/Civil/Electrical Engineering - ITS- Transportation Planning - CEM Consultants
JENNY TRAN, BSC&E
SYNOPSIS of PROFESSIONAL EXPERIENCE CONTINUED:
• Prepared a Traffic Impact Study for the Proposed Bloomington Truck Stop within the Bloomington Unincorporated area of San Bernardino County for the County of San Bernardino. Analyzed the Potential Impacts of the Proposed Project on the Existing and Future Capacity and Operations of the 15 Existing Signalized Intersections as well as 4 Future Intersections. Analyzed the Capacity and Operations of the 17 intersections utilizing Synchro 11.0 & HCS 2000+ software.
• Prepared a Traffic Signal Warrant Assessment by Utilizing CA MUTCD Standards for the Intersection of Olive Street at Meridian for the City of Colton • Prepared a Traffic Impact Study for Commercial Center and a Focused Driveway Feasibility Analysis for the City of Clovis in Central California, Clovis, CA • Prepared the VMT (Vehicle Miles Traveled) Analysis and Assessment for the Pennsylvania Avenue Widening Project for the City of Beaumont, Beaumont, CA • Assisted in the Preparation of the Traffic Operation Analysis Report (TOAR) document for the Pennsylvania Avenue at I-10 Freeway Interchange Improvements for the State of California Department of Transportation (Caltrans District 8), Beaumont, CA • Prepared Traffic Control Plans (TCP) for the Metropolitan Water District of Southern California (MWD) Orange County Feeder Extension Pipeline Realignment in the Cities of Costa Mesa and Newport Beach for the Cities of Costa Mesa and Newport Beach and MWD.
• Prepared Traffic Control Plans (TCP) for the Metropolitan Water District of Southern California (MWD) Orange County Feeder Blow-off Valve Rehabilitation – Upper Newport Bay on Jamboree Road for the City of Newport Beach for the City of Newport Beach and MWD.
• Prepared a Traffic Signal Warrant Assessment for the intersection of Magnolia Ave at Vermont Ave. and Union Pacific Railroad Tracks for the Cities of Gardena, Los Angeles and Union Pacific Railroad Company. The project was fully fund by the Los Angeles County MTA (Metro).
• Prepared a Technical Memo for the ADA Requirements and compliance with the City of Chino’s New Ordinance, Caltrans and the Federal Requirements of the two intersection of Schaefer Ave at Pipeline and Schaefer Avenue at Roswell Ave for the City of Chino, CA
• Prepared a traffic Impact Study and Parking Survey for the Learning Academy in the City of South Gate, South Gate, CA
• Project Engineer for the Preparation of the Local Roadway Safety Plan (LRSP) for the City of Huntington Park in Los Angeles County
• Project Engineer for the Preparation of the Local Roadway Safety Plan (LRSP) for the City of Guadalupe in Santa Barbara County
• Project Engineer for the Preparation of the Local Roadway Safety Plan (LRSP) for the City of Needles in San Bernardino County
Item Number: 9.
MINAGAR & ASSOCIATES, INC.
23282 Mill Creek Drive, Suite 120
Laguna Hills, CA 92653
Tel: (949)707-1199
Web: www.minagarinc.com
2019 Winner of the Orange County Engineering Council’s Outstanding Service Award 2016 Winner of the ASCE’s Outstanding Civil Engineer in the Private Sector Award in the State of California 2016 Winner of the ASCE Los Angeles Section’s Outstanding Civil Engineer in the Private Sector Award 2016 Winner of the ASCE Orange County Chapter’s Outstanding Civil Engineer in the Private Sector Award 2016 Certificate of Recognition for Dedication to Support the ELTP Program by Los Angeles County MTA/Metro 2016 Winner of the Orange County Engineering Council’s Outstanding Engineering Service Award 2015 Orange County Business Journal’s 2015 Excellence in Entrepreneurship Award Nominee 2014 Orange County Business Journal’s 2014 Excellence in Entrepreneurship Award Nominee 2012 Winner of Cal-EPA/California Air Resources Board’s Cool California Climate Leader
2011 Award of Excellence in Service by Los Angeles County MTA/Metro in the County of Los Angeles
2011 Award of Excellence in Service by Los Angeles County MTA/Metro in the County of Los Angeles
2010 Award of Excellence in Service by Los Angeles County MTA/Metro in the County of Los Angeles
2009 Winner of the ASCE’s Outstanding Private Sector Civil Engineering Project in Metropolitan Los Angeles
2009 Winner of the Caltrans’ 2009 Excellence in Transportation Award in the State of California
2007 Winner of the ASCE’s Outstanding Public/Private Sector Civil Engineering Project in Metropolitan Los Angeles
2005 Winner of the APWA’s Best Traffic Congestion Mitigation Project of the Year in Southern California
2004 Top Nominee of Transportation Foundation’s Highway Management Program in the State of California
2003 Winner of the PTI’s Best Transportation Technology Solutions Award in the United States
2002 Winner of the ITS-CA’s Best Return on Investment Project Award in the State of California
2000 Award of Excellence in Service by Los Angeles County MTA/Metro in the County of Los Angeles
Celebrating 30 Years ofPlanning & EngineeringExcellence • Traffic Engineering
• Transportation Planning
• ITS (Intelligent Transportation Systems)
• Civil/Electrical Engineering
• Homeland Security
• Construction Engineering Management
Item Number: 9.
SR-24-090
City of Desert Hot Springs
City Council
AGENDA ITEM REPORT
To: City Council
Date: April 16, 2024
Department: City Clerk
Prepared by: Jerryl Soriano, City Clerk
Subject: Second Reading and Adoption of An Ordinance Amending Chapter of Title 17, Zoning Ordinance: “Chapter 17.14 (Mixed-Use Districts)" RECOMMENDATION:
Approve Second Reading, read by title only and adopt: "An Ordinance amending Chapter 17.14 (Mixed-Use Districts") of Title 17, Zoning Code.
BACKGROUND:
The Ordinance (Exhibit 2) was introduced and approved for first reading by the City Council on April 2, 2024.
The Ordinance shall take effect thirty (30) days after its second reading.
FISCAL IMPACT:
None.
ENVIRONMENTAL ANALYSIS:
In accordance with the provisions of the California Environmental Quality Act (“CEQA”), this project is Categorically Exempt from environmental review pursuant to Section No. 15061(b)(3) of the California Environmental Quality Act because it can be seen with certainty that there is no possibility that the adoption of this Ordinance in question may have a significant effect on the environment.
ATTACHMENTS:
1) Staff Report from April 2, 2024
2) Ordinance - Title 17.14 Mixed-Use Districts
3) Chapter 17.14 Mixed-Use Districts- Red Line
4) Chapter 17.14 Mixed-Use Districts- CURRENT
Item Number: 10.
SR-24-073
City of Desert Hot Springs
City Council
AGENDA ITEM REPORT
To: City Council
Date: April 2, 2024
Department: Community Development
Prepared by: Travis Clark, Community Development Director Subject: Ordinance Amending Chapter of Title 17, Zoning Ordinance: “Chapter 17.14 (Mixed-Use Districts)"
RECOMMENDATION:
1) Staff Report;
2) Entertain questions of Staff from the City Council;
3) Open the Public Hearing;
4) Take public testimony for those in favor;
5) Take public testimony for those opposed;
6) Take public testimony for those in a neutral position; 7) Close the Public Hearing;
8) City Council discussion and questions to Staff; and
9) Introduce for First Reading and read by title only: "An Ordinance amending Chapter 17.14 (MixedUse Districts)".of Title 17, Zoning Code.
BACKGROUND:
The City received funding from the State to assist with modifications to Title 17, Zoning Ordinance.
Specifically, the State is requiring the City to remove barriers to create additional housing opportunities, including affordable housing. Housing developments are now uses allowed by right versus discretionary in the appropriate zones. These projects need to be reviewed in conformance with objective standards and requirements only. The City is required to streamline the approval of new housing projects. Any updates to the code required by the Housing Element Update need to be made in this effort. For these reasons, the City is undertaking an effort to update and amend Title 17, Zoning Ordinance of the Desert Hot Springs Municipal Code.
In doing so, an effort is also being made to clean up other parts of the code including:
Clarifying language in the chapters that is ambiguous or contradictory Simplifying language throughout the Zoning Ordinance
Performing an internal consistency check across all chapters of the Zoning Ordinance Performing a consistency check with the General Plan
The Mixed-Use zoning districts were introduced with the 2020 General Plan update. The purpose of the zoning districts is to provide suitable locations for a wide variety of interrelated and compatible Item Number: 10.
SR-24-073
commercial, office, residential, civic, and entertainment uses. The Mixed-Use Corridor (MU-C) zone is located along south Palm Drive and contains many of the affordable housing sites. The Mixed-Use Neighborhood (MU-N) zone functions as a transition zone between higher intensity uses such as commercial and lower intensity residential.
DISCUSSION:
A summary of the changes are listed below:
Chapter 17.14, Mixed-Use Districts
Removed the Visitor-Serving Mixed zoning district from this chapter and moved to a new Visitor-Serving Districts Chapter
Moved up design guidelines below design standards
Generally changed the Permitted Uses Table to be less restrictive Made minor modifications to the specific standards sections Added new uses such as Mobile Food Vending Vehicle Parks, Cannabis Lounge, Event Facility, and Food and Indoor Retail Concessions Mall to the permitted uses table as was done in the Commercial Districts chapter
Removed the “Parking, Loading, and Circulation” section as these requirements are now in Chapter 17.48 Off-Street Parking
Moved Live/Work standards to the more general chapter of Property Development Standards Added Single-Family Dwellings as a permitted use in the Mixed-Use Neighborhood Zoning District
The Planning Commission reviewed the amendments and made a change to the Permitted Uses Table 17.14.01 which would allow a Caretakers Quarters in both zones with an Administrative Use Permit (AUP).
FISCAL IMPACT:
None.
ENVIRONMENTAL ANALYSIS:
In accordance with the provisions of the California Environmental Quality Act (“CEQA”), this project is Categorically Exempt from environmental review pursuant to Section No. 15061(b)(3) of the California Environmental Quality Act because it can be seen with certainty that there is no possibility that the adoption of this Ordinance in question may have a significant effect on the environment.
ATTACHMENTS:
1) Ordinance - Title 17.14 Mixed-Use Districts
2) Chapter 17.14 Mixed-Use Districts- Red Line
Item Number: 10.
SR-24-073
3) Chapter 17.14 Mixed-Use Districts- CURRENT
Item Number: 10.
1 ORDINANCE NO. ____
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF DESERT
HOT SPRINGS AMENDING THE FOLLOWING CHAPTER OF THE
DESERT HOT SPRINGS MUNICIPAL CODE: CHAPTER 17.14 (MIXEDUSE DISTRICTS) WHEREAS, pursuant to the authority granted the City of Desert Hot Springs (“City”) by Article XI, Section 7 of the California Constitution, the City has the police power to regulate the use of land and property within the City in a manner designed to promote public convenience and general prosperity, as well as public health, welfare and safety; and
WHEREAS, adoption and enforcement of comprehensive zoning regulations and other land use regulations lies within the City’s police power; and WHEREAS, the City is in the process drafting a comprehensive overhaul to Title 17, making substantive changes, as well as amending chapters for internal consistency; and
WHEREAS, this Ordinance is for the benefit of the public health, safety and welfare.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF DESERT HOT SPRINGS DOES ORDAIN AS FOLLOWS:
Section 1. RECITALS
That the above recitals are true and correct and are incorporated as though fully set forth herein.
Section 2. CHAPTER TO BE AMENDED
That the City Council hereby amends the following Chapter of the Desert Hot Springs Municipal Code as follows:
1) Chapter 17.14 “Mixed-Use Districts” shall be amended as per Exhibit A, which is incorporated herein
Section 3. ENVIRONMENTAL FINDINGS
The City Council finds that adoption of this ordinance is exempt from the provisions of the California Environmental Quality Act pursuant to Title 14 California Code of Regulations section 15061, subsection (b)(3), in that the proposed ordinance does not have the potential to significantly impact the environment.
Section 4. SEVERABILITY
The City Council declares that, should any provision, section, paragraph, sentence or word of this ordinance be rendered or declared invalid by any final court action in a Item Number: 10.
2 court of competent jurisdiction or by reason of any preemptive legislation, the remaining provisions, sections, paragraphs, sentences or words of this ordinance as hereby adopted shall remain in full force and effect.
Section 5. AMENDING OF BAIL SCHEDULE
The City Attorney’s Office is hereby directed to determine whether this ordinance necessitates amendment of the City’s Bail Schedule and to cause such necessary amendments to be made and filed with the local branches of the Superior Court of the County of Riverside.
Section 6. EFFECTIVE DATE
This ordinance shall become effective 30 days after its second reading.
PASSED AND ADOPTED by the City Council of the City of Desert Hot Springs, California, at a regular meeting held on the ____ day of _____, 2024, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
___________________________
Scott Matas, Mayor
ATTEST:
______________________________
Jerryl Soriano, City Clerk
APPROVED AS TO FORM:
______________________________
Tuan-Anh Vu, City Attorney
Item Number: 10.
EXHIBIT A
Chapter 17.14 MIXED-USE DISTRICTS
Sections:
17.14.010 Purpose.
17.14.020 Permitted uses.
17.14.030 Land use district development standards.
17.14.040 Mixed-use development.
17.14.050 Residential development.
17.14.060 Commercial development.
17.14.010 Purpose.
A. The purpose of this chapter is to establish use regulations, development standards, and guidelines for mixed-use districts. Mixed-use districts are intended to provide suitable locations for a wide variety of interrelated and compatible commercial, office, residential, civic, and entertainment uses, often in a pedestrian-oriented environment. Uses will vary in composition and intensity based on location, accessibility, and surrounding development context. In addition, it is the intent of this chapter to establish use regulations and development standards and guidelines for the provision of adequate sites to enable development of new and emerging housing types in compliance with the City’s adopted housing element goals and policies.
B. For purposes of this Chapter, the word “should” shall mean highly encouraged.
C. For purposes of this Chapter, the word “shall” shall mean that the act is mandatory.
D. The specific purpose of each individual mixed-use district is as follows:
1. MU-N (Mixed-Use Neighborhood). The district is intended to provide local- and neighborhoodsupporting mixed-use activity centers with maximum residential densities of 15 dwelling units per acre and/or nonresidential intensity with a maximum floor area ratio (FAR) of 1.0. Commercial retail uses are the primary uses allowed on the ground floor. Professional office and residential uses are also allowed, either integrated with a commercial use or as separate, free-standing use.
Easy walkable access from residential neighborhoods and pedestrian orientation are key considerations in the location and site design of mixed-use developments in this zone.
2. MU-C (Mixed-Use Corridor). The district is intended to provide higher-intensity, commercially oriented activity with maximum residential densities of 30 dwelling units per acre and/or maximum nonresidential intensities of 1.50 FAR. This district provides for integrated commercial retail, professional office, residential, and civic uses. Commercial retail uses are the preferred uses Item Number: 10.
allowed on the ground floor. Residential development is allowed, either as part of a mixed-use project or as a freestanding use and is encouraged to be developed at the highest allowable density.
Convenient public transportation access, innovative housing options, and pedestrian-oriented design are key considerations in the location and site design of mixed-use developments in this zone.
17.14.020 Permitted uses.
A. Table 17.14.01 lists the uses permitted in each of the mixed-use districts utilizing the following key:
“P” Use is permitted by right. (A Development Permit may be required for a new use or structure or expansion of an existing use.)
“A” Use is accessory to an established primary use.
“AUP” Use requires an Administrative Use Permit.
“CUP” Use requires a Conditional Use Permit.
“T” Use requires a Temporary Use Permit.
“—” Use is prohibited.
B. Land uses listed in Table 17.14.01 use definitions from the North American Industry Classification System (NAICS) unless otherwise defined specifically by this title. The individual land uses permitted in each of the mixed-use districts are grouped in Table 17.14.01 using broad land use categories.
TABLE 17.14.01
PERMITTED USES – MIXED-USE DISTRICTS
USE
Mixed Use Districts
MU-N MU-C Code Section
BUSINESS, FINANCIAL, AND PROFESSIONAL OFFICE
Automated Teller Machines
(ATMs) – Drive-up A A
Business Support Services P P
Check Cashing and/or
Payday Loans
— CUP
Financial Institutions and
Related Services (without
drive-through facilities)
P P
Financial Institutions and
Related Services (with drivethrough facilities)
-- P
Office, Business and
Professional (excluding
Medical and Dental Office)
P P
Item Number: 10.
EATING AND DRINKING ESTABLISHMENTS
USE MU-N MU-C
Bars, Lounges, Nightclubs,
and Tasting Rooms*
— CUP 17.12.190
Food Preparation/Catering
(no on-site sales or service) AUP P
Food Preparation/Catering
(with on-site sales or service)
AUP P
Restaurant – Full or Limited
Service, Serving Alcohol* AUP AUP 17.12.190
Restaurant – Full or Limited
Service, No Alcohol
Sales
P P
Restaurant with Drivethrough Facilities*CUP CUP 17.12.230 Snack Bar A A
Mobile food vending vehicle
parks*
-- AUP 17.12.360 Mobile
food vending parks
Mobile food vending vehicle
parks – Ancillary*
__ AUP 17.12.360 Mobile
food vending parks
INDUSTRY, MANUFACTURING AND PROCESSING, AND WAREHOUSING
USE MU-N MU-C
Brewery, Winery, or
Distillery
- CUP
Data Centers - -
Hazardous Waste Facilities - -
Food Processing - -
Furniture and fixtures
manufacturing, cabinet
shops, and woodworking
shops (wholesale sales only)
- -
Laboratory – Medical,
Analytical, Research, Testing
- -
Laundries and Dry-Cleaning
Plants
- -
Manufacturing – Heavy - -
Manufacturing – Light - -
Recycling
Small Collection Facility* - AUP 17.12.290
Large Collection Facility* - - 17.12.290
Light Processing* - - 17.12.290
Item Number: 10.
Heavy Processing* - - 17.12.290
Reverse Vending Machine A A
Research and Development - -
Storage – Outdoor - -
Warehouse, Wholesaling and
Distribution
- -
LODGING
USE MU-N MU-C
Hotel or Motel (without spa) — CUP
Spa Resort — CUP
Emergency Shelter/Low
Barrier Navigation Center
P P
Camping/Glamping -- --
MARIJUANA USES
USE MU-N MU-C
Marijuana/Cannabis Nonstorefront Retail*— —
17.180.045
Marijuana/Cannabis
Distribution*
— —
17.180.080
Marijuana/Cannabis
Cultivation*
— —
17.180.050
Marijuana/Cannabis Lounge — CUP
Marijuana/Cannabis Hotel
Facilities*
- CUP
17.180.085
Marijuana/Cannabis
Manufacturing*
— —
17.180.060
Marijuana/Cannabis
Storefront Retail*
— CUP 17.180.040
Marijuana/Cannabis Testing
Facilities*
— P 17.180.070
MEDICAL-RELATED AND CARE USES
USE MU-N MU-C
Ambulance Fleet — —
Clinic and Urgent Care — CUP
Day Care Center* CUP CUP 17.12.220
Therapy and Rehabilitation
Facilities
AUP AUP
Hospital — CUP
Office, Medical and Dental
Office
AUP P
Residential Care Facilities AUP AUP
Item Number: 10.
(Commercial Assisted
Living, Nursing Home)
PUBLIC AND ASSEMBLY USES
USE MU-N MU-C
Cultural Institutions AUP P
Event Facility, Event Center,
Event Venue
-- P
Public Assembly Facilities — CUP
Religious Assembly Facilities CUP CUP
Schools, Private CUP CUP
Trade and Vocational Schools CUP CUP
Tutoring and Education
Centers
P P
RECREATION AND ENTERTAINMENT
USE MU-N MU-C
Arcade/Electronic Game
Center
CUP AUP
Art Gallery P P
Commercial Recreation –
Indoors
CUP CUP
Commercial Recreation –
Outdoors
— CUP
Entertainment, Indoor
(motion picture theaters,
performance theatres, dance
halls and similar)
CUP AUP
Health/Fitness Facilities –
Small
AUP P
Health/Fitness Facilities –
Large
CUP CUP
RESIDENTIAL
USE MU-N MU-C
Accessory Dwelling Unit P —
Dwelling, Multifamily* P P 17.08.040
Dwelling, Single-Family* P — 17.08.040
Home Occupations A A
Hotel/Motel to Residential
Conversion
— CUP
Live/Work Unit P P
Single Room Occupancy
(SRO)*
— CUP 17.08.210
Item Number: 10.
Supportive Housing (Senior
Citizens/Congregate Care
Housing)
P P
Transitional Housing P P
RETAIL USES
USE MU-N MU-C
Alcohol Beverage Sales
For Off-Site Consumption* -- CUP 17.12.190
For On-Site or Off-Site
Consumption, in Conjunction
with an Allowed Use*
CUP CUP 17.12.190
Building Materials and
Services, Indoor
— P
Building Materials and
Services, Outdoor
— A
Convenience Store, No
Alcohol Sales*
AUP P 17.12.210
Convenience Store, with
Alcohol Sales
CUP CUP
Farmers’ Market TUP TUP
Grocery Store P P
Indoor Retail Concessions P P
Mini-mall (Strip-mall) -- P
Nurseries and Garden Centers AUP P
Outdoor Temporary and/or
Seasonal Sales
TUP TUP
Recreational Equipment
Rentals – Indoor Only
P P
Retail Sales – General P P
Retail Sales – Restricted
(firearm and ammunition
stores, pawn shops, and
jewelry/gold exchanges)
— CUP
Vehicle Sales and Rental* — — 17.12.200
Large Vehicle, Construction,
and Heavy Equipment Sales,
Service, and Rental
— —
SERVICE USES
USE MU-N MU-C
Animal Care, Services
Animal Boarding/Kennels, CUP P
Item Number: 10.
Grooming
Veterinary Services, Large
Animal
-- CUP
Veterinary Services, Small
Animal
AUP P
Funeral Parlors and Interment
Services
-- AUP
Instructional Services AUP P
Maintenance and Repair
Services – Indoor
P P
Moving Companies, Storage
Allowed
— —
Personal Services, General P P
Personal Services, Restricted
(massage establishments, day
spa with massage)
CUP CUP
Recording Studio — AUP
Social Service Facilities — P
Storage
Personal — —
Outdoor Recreational Vehicle
Storage
— —
Vehicle Repair and Services
Service/Fueling Station* — CUP 17.12.310
Vehicle Washing/Detailing — CUP
Vehicle Service, Minor — CUP
TRANSPORTATION, COMMUNICATION, AND INFRASTRUCTURE USES
USE MU-N MU-C
Car Sharing – Parking AUP AUP
Parking Facility – Temporary TUP TUP
Utility Facilities – Staffed — CUP
Utility Facility – Unstaffed CUP CUP
Vehicle Charging Stations –
Commercial
AUP P
Vehicle Storage — —
Wireless Communication
Facilities – Minor
AUP AUP
Wireless Communication
Facilities – Major
CUP CUP
Wireless Telecommunication
Item Number: 10.
Facilities,
Satellite Dish Antenna
P P
OTHER USES
USE MU-N MU-C
Caretaker Quarters AUP AUP
Donation Boxes – Outdoors — —
Drive-Through or Drive-Up
Facilities
— CUP
Vending Machine A A
(Ord. 728 1-19-21; Ord. 727 1-19-21; Ord. 712 6-2-20)
17.14.030 Land use district development standards.
A. General Standards. The following standards are minimum unless stated as maximum. The following standards shall apply to development in all mixed-use districts, except as otherwise provided for in this Zoning Ordinance.
1. All indoor uses shall be conducted within a completely enclosed structure. Limited outside uses (e.g. patio dining areas and nursery sales limited to plants and trees) shall be approved with a Development Permit from the Approval Authority.
2. There shall be no visible storage of motor vehicles (except display area for sale or rent of motor vehicles), trailers, airplanes, boats, recreational vehicles, or their composite parts; loose rubbish, garbage, junk, or their receptacles; tents; equipment; or building materials in any portion of a lot. No storage shall occur on any vacant parcel. Building materials for use on the same premises may be stored on the parcel during the time that a valid building permit is in effect for construction.
3. Every parcel with a structure shall have a trash and recycling receptacle on the premises. The trash and recycling receptacle shall comply with adopted standards and be of sufficient size to accommodate the trash and recycling generated. The receptacle(s) shall be screened from public view on at least three (3) sides by a solid wall six (6) feet in height and on the fourth side by a solid gate not less than five (5) feet in height. The gate shall be maintained in working order and shall remain closed except when in use. The wall and gate shall be architecturally compatible with the surrounding structures. Recycling facilities and programs shall be incorporated into refuse storage/disposal areas.
4. All roof-mounted air conditioning or heating equipment, vents or ducts shall not be visible from any abutting lot, or any public street or right-of-way. This shall be accomplished through the extension of the main structure or roof parapet or screened in a manner which is architecturally integrated with the main structure(s).
5. Elevations of all structures shall be architecturally treated to ensure compatibility with neighboring structures.
Item Number: 10.
B. Site Development Standards
TABLE 17.14.02
SITE DEVELOPMENT STANDARDS
USE
Mixed Use Districts
MU-N MU-C Code Section
GENERAL PLAN DENSITY/FAR
Maximum Density –
Residential
15 du/1 ac 30 du/1 ac
Minimum Density –
Residential
- 20.0 du/1 ac
Maximum Floor Area Ratio
(FAR)- Nonresidential
1.00 1.50
LOT DIMENSIONS, SIZE AND COVERAGE
Minimum Lot Size (net)
Single Family
Multifamily
—7,200 sf
10,000 sf
—
20,000 sf
Single-family
developments shall
follow the
standards of
Chapter 17.08.050
through 17.08.080
Minimum Lot Width 50 ft 100 ft
Minimum Lot Depth - -
Maximum Lot Coverage
(Stand-Alone Residential) 60% 70%
SETBACKS AND BUILDING SEPARATIONS
Minimum Front Yard Setback
(From Public Right-of-way)
10 ft 5 ft
1 Garage front yard
setback shall be a
minimum of 20 ft.
Minimum Side Yard Setback
Interior
Corner or Exterior
5 ft
10 ft
5 ft
10 ft
Minimum Rear Yard Setback
Standard Lot
Adjacent to Alley
15 ft
10 ft
15 ft
10 ft
Minimum Building
Item Number: 10.
Separation 10 ft 10 ft
DWELLING UNIT SIZE AND LAND AREA
Minimum Dwelling Unit Size
Studio
One Bedroom
Two Bedroom
Three or more Bedrooms
550 sf
700 sf
900 sf
1,000 sf
550 sf
700 sf
900 sf
1,000 sf
BUILDING HEIGHT AND STORIES
Maximum Number of Stories 3 4
Maximum Building/Structure
Height
45 ft 60 ft
OTHER DEVELOPMENT STANDARDS
Signs and Outdoor Displays Chapters 17.44 and 17.45
Off-Street Parking and OffStreet LoadingChapters 17.48 Landscaping Chapter 17.56
(Ord. 714 7-7-20; Ord. 712 6-2-20)
17.14.040 Mixed-use development.
A. General Requirements.
1. Mixed-use projects shall comply with the development criteria in this section in addition to the standards in Table 17.14.02.
2. If a proposed mixed-use development is located in an area covered by a specific plan, the development standards of the specific plan shall take precedence over the standards in this section unless otherwise stated to the contrary.
3. Lighting Standards. Lighting for nonresidential uses shall be designed, located, and shielded to ensure that it does not impact the residential uses.
B. Design Criteria.
The following design criterion are highly encouraged:
1. Development within a mixed-use district. All projects should be designed to:
a. Provide direct pedestrian linkages to adjacent public sidewalks and trails. b. Create enhanced pedestrian connections throughout the project between residential and nonresidential uses/structures and parking areas.
c. Provide enhanced pedestrian amenities throughout the project, including seating, pedestrian area lighting, special paving, public art, water features, common open space, Item Number: 10.
directories, and similar items to create a pleasant pedestrian experience. d. Incorporate architectural design elements and materials that relate to a pedestrian scale. e. Locate uses in proximity to one another without large intervening parking lots so that it is convenient for people to walk between the various uses and park their vehicles only once. f. Create a pedestrian scale and character of development along the street by providing significant wall articulation and varying roof heights, incorporating pedestrian-scale elements (e.g., doors, windows, lighting, landscaping), and locating storefronts and common open space areas (e.g., plaza, courtyard, outdoor dining) near the public sidewalk to contribute to an active street environment.
g. Provide a transition to adjacent lower-density residential uses by reducing building height and increasing building setbacks.
2. Consistent use of architectural details and materials. Architectural style and use of quality materials should be compatible and consistent throughout an entire mixed-use project. However, differences in architectural details and materials may occur to differentiate between the residential and nonresidential portions of the project. The overall project design and site layout should be one that promotes an active pedestrian environment and street frontage. This can be accomplished by incorporating the following features into the project:
a. Street level features. Variations in the front building plane should be incorporated through the use of varying building setbacks, variations in wall planes, and the inclusion of pedestrian amenities (e.g., plaza, courtyard, outdoor dining, landscaping). Long expanses of blank walls should be avoided.
b. Pedestrian-oriented features. At least 75 percent of the building frontage facing a public street, primary pedestrian way, or parking lot shall be devoted to pedestrian-oriented features (e.g., storefronts, pedestrian entrances to nonresidential uses; transparent display windows; landscaping).
c. Upper-level features. Upper floor balconies, bays, and windows shall be provided to provide architectural accent and functional balcony space. d. Entrances. When nonresidential and residential uses are located in a vertical mixed-use structure, separate pedestrian entrances shall be provided for each use. The entrances for nonresidential uses shall be designed to be visually distinct from the entrances for residential uses.
e. Neighborhood interface. The design of new in-fill development should be sensitive to the scale and design characteristics of established structures in abutting residential neighborhoods, with the objective of achieving a visually distinctive transition between the new development and existing neighborhood. Consideration shall be given to factors including, but not limited to, orientation of architectural features, building articulation, and exterior building treatments.
f. Lighting. Lighting should be incorporated along sidewalks or other pedestrian walkways, plazas, paseos, courtyards, and other common open areas to enhance the pedestrian environment and increase public safety.
g. Security. Projects shall be designed to minimize security risks to residents and to minimize the opportunities for vandalism and theft.
Item Number: 10.
C. Site Layout.
1. Location of nonresidential uses along street frontages. a. For vertical mixed-use projects, only nonresidential uses should be located on the ground floor along public/private street frontages. Supporting areas for residential uses (e.g. lobbies, common areas, or communal rooms) may be located on the ground floor. Residential uses may be located above the ground floor and in areas that do not have frontage on a street.
Up to 20 percent of the ground floor frontage may be occupied by lobby entrances to multiple residential units and pedestrian amenities (e.g., plaza, paseo, or courtyard). b. For horizontal mixed-use projects, the residential portion of the project may have frontage on a public/private street.
c. On corner parcels, the nonresidential space should wrap around the corner for a distance of at least 30 feet along secondary/side streets.
2. Primary building entrances shall be oriented to the major street on which the structure has frontage, street corner, courtyard, plaza, park, or other structures on the site.
3. Site planning should integrate the street pedestrian environment with the nonresidential uses through the provision of pedestrian-oriented features (e.g., courtyard, plaza, paseo, street furniture, enhanced walkways, lighting, and landscaping).
D. Open Space Standards. Common and private open spaces shall be provided for projects with five units or more as follows:
1. In the MU-N district, a freestanding multi -family residential project within a horizontal mixed-use development shall provide common and private open space in compliance with standards for the R- M district. In the MU-C, district, the open space standards for the R-H district shall apply.
2. Residential units that are part of a vertical mixed-use project (i.e., located above the ground floor and above nonresidential uses) shall provide open space as required below:
a. Up to 25 percent of the total open space requirement may be met by counting any private open space areas (patios and balconies) provided within the project. b. The minimum area of any private open space may be in the form of patios or balconies accessible only to the abutting unit.
c. The minimum dimension (length and width) of eligible common open space areas shall be 20 feet. These may be located at grade or above grade and may include terraces, courtyards, rooftop gardens, or other similar areas.
d. Common open space areas shall include amenities for residents. e. Sharing of common open space between residential and nonresidential uses may be allowed when it is clear that the open space will provide direct benefit to residents of the project and the public in general subject to the following limitations:
i. Up to 30 percent of the required open space for residential uses in a horizontal mixeduse project may be provided as quasi-public open space within the nonresidential component of the project.
ii. Up to 50 percent of the required open space for residential uses in a vertical mixed- use Item Number: 10.
project may be provided as quasi-public open space within the nonresidential component of the project.
iii. The minimum dimension (length and width) of shared common open space areas shall be 20 feet. These areas shall be located at grade and shall be accessible for use by the general public.
iv. Quasi-public open space areas shall not include outdoor dining areas or other outdoor activity areas for exclusive use by an individual business. v. Quasi-public open space areas are areas located on private property and accessible to the general public. These areas shall include pedestrian oriented amenities, including enhanced seating, lighting, paving, landscaping, public art, water features, and other similar features.
E. Operational Standards.
1. Outdoor nonresidential uses in a mixed-use project that includes residential uses shall be prohibited from operating between the hours of 10:00 p.m. and 6:00 a.m. Approval of a conditional use permit may modify these hours.
2. Loading and unloading activities, including refuse collection, shall not take place after 10:00 p.m. or before 7:00 a.m. on any day of the week.
3. Residents, whether owners or tenants, of a mixed-use development project shall be notified in writing before taking up residence that they will be living in an urban environment and that the noise levels may be higher than a typical residential area.
4. The location and design of recycling and refuse storage facilities shall mitigate nuisances from noise and odors when residential uses might be impacted.
5. Residential dwelling unit interiors and private open space areas shall be designed to be sound attenuated against present and future project noise. New vertical mixed-use projects shall provide an acoustical analysis report, by an acoustical engineer, describing the acoustical design features of the structure required to satisfy the exterior and interior noise standards.
17.14.050 Residential development.
A. Design Criteria. The overall design of the project shall be one that promotes a pedestrian-friendly environment and that is oriented towards adjacent streets while still maintaining adequate security for residents.
B. Open Space Design Criteria. Common and private open spaces provided for projects with five or more units shall incorporate the following in the design:
1. For multi-family projects, up to 25 percent of the total open space requirement of 17.14.040 D may be met by counting any private exterior open space areas (patios and balconies) provided within the project.
2. The private exterior open space shall be provided in the form of patios or balconies accessible Item Number: 10.
only to the abutting unit.
3. The minimum dimension (length and width) of common open space areas shall be 20 feet. Common open space areas may be located at grade or above grade and may include terraces, courtyards, rooftop gardens, or other similar areas. General open areas that provide access to buildings (e.g., walkways), and required setback areas shall not count towards the common open space requirement unless they meet the minimum dimension and contain amenities.
4. Common open space areas shall include amenities for residents.
C. Security. Projects shall be designed to minimize security risks to residents and to minimize the opportunities for vandalism and theft. This may be accomplished by:
1. Maximizing visibility to common open space areas, internal walkways, and public sidewalks. Use opportunities for natural surveillance to increase visibility.
2. Using walkways, low fences, lighting, signage, and landscaping to clearly guide people and vehicles to and from the proper entrances.
3. Eliminating areas of concealment, hiding places, and dead spaces.
4. Using lighting to improve the visibility of common areas while enhancing the pedestrian environment. Lighting should not be overly bright and should provide a uniform level of light over the subject area to eliminate dark spaces. (Ord. 712 6-2-20)
17.14.060 Commercial development.
A. General Requirements. In addition to the development standards outlined within this chapter, standalone commercial development shall comply with design criteria outlined in this section.
B. Design Criteria. The overall design of a stand-alone commercial development should:
1. Provide direct pedestrian linkages to adjacent public sidewalks.
2. Provide enhanced pedestrian amenities throughout the project, including seating, pedestrian area lighting, special paving, public art, water features, common open space, directories, and similar items to create a pleasant pedestrian experience.
3. Incorporate architectural design elements and materials that relate to a pedestrian scale.
4. Locate uses in proximity to one another without large intervening parking lots so that it is convenient for people to walk between the various uses and their vehicles parking only once.
Parking lots shall be located to the rear of buildings.
5. Create a pedestrian scale and character of development along the street by providing significant wall articulation and varying roof heights, incorporating pedestrian scale elements (e.g., doors, windows, lighting, landscaping), and locating storefronts and common open space areas (e.g., plaza, courtyard, outdoor dining) near the public sidewalk to contribute to an active street environment.
6. Incorporate variations in the front street level building plane through the use of building setbacks, variations in wall planes, and the inclusion of pedestrian amenities (e.g., plaza, courtyard, outdoor dining, landscaping). Long expanses of blank walls shall be prohibited.
Item Number: 10.
7. The design of new in-fill development should be sensitive to the scale and design characteristics of established structures in abutting residential neighborhoods, with the objective of achieving visually distinctive transition between the new development and existing neighborhood.
Consideration should be given to factors including, but not limited to, orientation of architectural features, building articulation, and exterior building treatments.
8. Lighting shall be incorporated along sidewalks or other pedestrian walkways, plazas, paseos, courtyards, and other common open areas to enhance the pedestrian environment and increase public safety.
9. Projects shall be designed to minimize security risks to residents and to minimize the opportunities for vandalism and theft by maximizing visibility to common open space areas and internal walkways and minimizing areas of concealment and dead spaces.
10. In the case of either a new single or new multiple building development, a minimum of 50 percent of the primary public street frontage should be occupied by building frontages that incorporate any of the following: storefront entrances, display windows that provide views into the interior commercial space, plazas, courtyards, outdoor dining areas, or similar features. In the case of a secondary public street frontage, a minimum of 30 percent of the street frontage shall be occupied by building frontages that provide the same amenities as described above. (Ord. 712 6-2-20) Item Number: 10.
Chapter 17.14 MIXED-USE DISTRICTS
Sections:
17.14.010 Purpose.
17.14.020 Permitted uses.
17.14.030 Land use district development standards.Development standards.
17.14.040 Mixed-use development.
17.14.050 Residential development.
17.14.060 Commercial development.
17.14.070 Live/work development.
17.14.010 Purpose.
A. The purpose of this chapter is to establish use regulations, and development standards, a n d g u i d e l i n e s for mixed- use districts. Mixed-use districts are intended to provide suitable locations for a wide variety of interrelated and compatible commercial, office, residential, civic, and entertainment uses, often in a pedestrian-oriented environment. Uses will vary in composition and intensity based on location, accessibility, and surrounding development context. In addition, it is the intent of this chapter to establish use regulations and development standards a n d g u i d e l i n e s for the provision of adequate sites to enable for the development of new and emerging housing types in compliance with the City’s adopted housing element goals and policies.
B.
A. For purposes of this Chapter, the word “should” shall mean highly encouraged.
C. For purposes of this Chapter, the word “shall” shall mean that the act is mandatory.
B.D. The specific purpose of each individual mixed-use district is as follows:
1. MU-N (Mixed-Use Neighborhood). The district is intended to provide local- and neighborhoodsupporting mixed-use activity centers with maximum residential densities of 15 dwelling units per acre and/or nonresidential intensity with a maximum floor area ratio (FAR) of 1.0.
Commercial retail uses are the primary uses allowed on the ground floor. Professional office and residential uses are also allowed, either integrated with a commercial use or as separate, freestanding use. Easy walkable access from residential neighborhoods and pedestrian orientation are key considerations in the location and site design of mixed-use developments in this zone.
1. 2. MU-C (Mixed-Use Corridor). The district is intended to provide higher-intensity, commercially oriented activity with maximum residential densities of 30 dwelling units per acre and/or maximum nonresidential intensities of 1.50 FAR. This district provides for integrated commercial retail, professional office, residential, and civic uses. Commercial retail uses are the preferred uses allowed on the ground floor. Residential development is allowed, either as part of a mixed-use project or as a freestanding use and isare encouraged to be developed at the highest allowable density. Convenient public transportation access, innovative housing options, and Item Number: 10.
pedestrian-oriented design are key considerations in the location and site design of mixed-use developments in this zone.
17.14.020 Permitted uses.
A. Table 17.14.01 lists the uses permitted in each of the mixed-use districts utilizing the following key:
“P” Use is permitted by right. (A Development Permit may be required for a new use or structure or expansion of an existing use.)
“A” Use is accessory to an established primary use.
“AUP” Use requires an Administrative Conditional Use Permit. “CUP” Use requires a Conditional Use Permit.
“T” Use requires a Temporary Use Permit.
“—” Use is prohibited.
B. Land uses listed in Table 17.14.01 use definitions from the North American Industry Classification System (NAICS) unless otherwise defined specifically by this title. The individual land uses permitted in each of the mixed-use districts are grouped in Table 17.14.01 using broad land use categories.
TABLE 17.14.01
PERMITTED USES – MIXED-USE DISTRICTS
MIXED-USE DISTRICTS
USE MU-N MU-C VS-M CODE SECTION
BUSINESS, FINANCIAL, AND PROFESSIONAL OFFICE
Automated Teller Machines (ATMs) –
Drive-up A A —
Business Support Services P P —
Check Cashing and/or Payday Loans — CUP —
Financial Institutions and Related
Services (without drive-through
facilities)
P P —
Financial Institutions and Related
Services (with drive-through
facilities)
-- P
Office, Business and Professional
(excluding Medical and Dental
Office)
P P —
EATING AND DRINKING ESTABLISHMENTS
USE MU-N MU-C
Bars, Lounges, Nightclubs, and Tasting
Rooms*
— CUP — 17.12.19050
Item Number: 10.