Meeting Agenda
Monday, April 20, 2026 at 6:00 pm
621 11th Street, Fortuna CA
Regular Meeting Agenda
Zoom Option: 1-669-900-9128 Meeting ID 882 7271 3685 Password 353486 • We May Disagree, But We Will Be Respectful of One Another • All Comments Will Be Directed to the Issue at Hand, and Addressed to the City Council • Personal Attacks are Unacceptable
• The City Council May Take Action on any Item on this Agenda.
CALL TO ORDER / FLAG SALUTE / ROLL CALL
Council
Staff
• Council Member Kyle Conley
• Council Member Carlos Diaz
• Council Member Abe Stevens
• Mayor Pro Tem Tami Trent
• Mayor Mike Johnson
• City Manager Amy Nilsen
• City Clerk Siana L. Emmons
1. ORAL COMMENTS FROM THE PUBLIC
Members of the Public may be heard at this time on any item within the subject matter jurisdiction of the City that is not on the Public Meeting Agenda. It is the practice of this Council to hold public comment for every item of business on the agenda at the time that item is heard. If a speaker cannot stay for a particular item of business, they may be heard during this time. Comments concerning the
2. Consent Calendar may also be heard at this time. Speakers addressing the Council will be limited to 3 minutes per speaker. Be advised that, by law, the City Council can only deliberate or take action on items that are included on the agenda.
CONSENT CALENDAR
These matters are routine in nature and are usually approved by a single vote. Any member of the Council may pull a particular item for further discussion. a. City Council Minutes – April 6, 2026 (Special Meeting) b. Administrative Department Monthly Report
c. Community Development Department Monthly Report
d. Finance Department Monthly Report
e. Parks & Recreation Monthly Report
f. Police Department Monthly Report
g. Public Works Monthly Report
h. Report of Disbursements
i. Approval of Donated Stage Project in Rohner Park
Professional Services Agreements with Planwest Partners, Inc. for the Fortuna 2060 General Plan Update
j.
Professional Services Agreements with Planwest Partners, Inc. for the 2027–2035 Housing Element Update
k.
Call for a Municipal Election to be Held on November 3, 2026, Establish Council Election Policies, and Request Consolidation with the County of Humboldt; Resolution 2026-11
l.
3. CITY COUNCIL BUSINESS
Transactions and Use Tax Measure, Ordinance 2026-785 & Resolution 2026-12
a.
4. 5. CITY MANAGER’S REPORT
FUTURE AGENDA ITEMS
At this time, members of the Council may consider or request items to be placed on a future agenda through a consensus of the majority.
6. CITY COUNCIL REPORTS AND COMMENTS
Council Member Kyle Conley
Redwood Region Economic Development Corporation (RREDC) Alternate, Parks & Recreation Commission, Humboldt Transit Authority Alternate a.
Council Member Carlos Diaz
Redwood Region Economic Development Corporation (RREDC), Redwood Coast Energy Authority (RCEA), Parks & Recreation Commission Alternate b.
Council Member Abe Stevens
Humboldt County Association of Government Alternate, Redwood Region Economic Development Corporation
c.
7. Contact: Siana L. Emmons, City Clerk ([email protected] 707-725-1409) | Agenda published on 04/16/ 2026 at 4:01 PM
Mayor Pro Tem Tami Trent
Humboldt Transit Authority (HTA), Indian Gaming Commission, League of California Cities Public Safety Commission, Fortuna Business Improvement District (FBID) d.
Mayor Mike Johnson
Humboldt County Association of Governments (HCAOG), Historical Commission, League of California Cities Transportation, Communication, & Public Works Commission e.
ADJOURN
Pursuant to Government Code Section 54957.5, any non-confidential documents or writings that the City distributes, less than 72 hours before a regular meeting, to all or a majority of the legislative body's members must be made available to members of the public at the same time as the distribution. Documents and information related to the agenda topics are available for review at City Hall, 621 11th Street, between the hours of 8:00 AM to 5:00 PM. Members of the public are invited to come to the meeting and comment. In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk at (707) 725-7600. Notification prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting.
8. Special Meeting Agenda
Minutes
Monday, April 6, 2026 at 5:00 pm
621 11th Street, Fortuna CA
Regular Meeting Agenda
Zoom Option: 1-669-900-9128 Meeting ID 834 3214 3415 Password 280015 • We May Disagree, But We Will Be Respectful of One Another • All Comments Will Be Directed to the Issue at Hand, and Addressed to the City Council • Personal Attacks are Unacceptable
• The City Council May Take Action on any Item on this Agenda.
CALL TO ORDER / FLAG SALUTE / ROLL CALL
Minutes:
Mayor Johnson called the meeting to order at 5:00 pm and led the flag salute. ROLL CALL: Council Member Conley - Present, Council Member Diaz - Present, Council Member Stevens - Present, Mayor Pro Tem Trent - Present, Mayor Johnson - Present
1. PROCLAMATIONS
Sexual Assault Awareness Month April 2026
Minutes:
Mayor Johnson presented the Sexual Assault Awareness Month Proclamation to Makhi Bessingpas-Hamor PREA Coordinator for the North Coast Rape Crisis Team.
a.
National Public Safety Telecommunications Week
Minutes:
Council Member Conley presented the National Public Safety Telecommunications Week Proclamation to Sergeant Dalton Palmer. b.
National Animal Control Officer Appreciation Week
Minutes:
c.
2. Mayor Pro Tem Trent presented the National Animal Control Officer Appreciation Week Proclamation to Lieutenant Jason Kadle.
CONSENT CALENDAR
Minutes:
PUBLIC COMMENT: There being no public comment, Mayor Johnson closed the public comment section. CITY COUNCIL ACTION: Council Member Conley moved, seconded by Council Member Diaz, to approve the consent calendar. Voice vote. AYES: Council Members Conley, Diaz, Stevens, Mayor Pro Tem Trent, Mayor Johnson NOES: None ABSTAIN: None ABSENT: None MOTION CARRIED: 5/0
City Council Minutes – March 16, 2026 (Regular Meeting) & March 16, 2026 (Special Meeting)
a.
b. Report of Disbursements
Approve and Adopt the Humboldt County Operational Area Local Hazard Mitigation Plan, Resolution 2026-08
c.
Approve Pay Schedule, Appointment and Employment Contract for Community Development Director/City Engineer
d.
Approve a Second Amendment of Loan to Debra Kay Chisum for 320 Main Street
e.
Authorize the City Manager to Execute a Professional Services Contract Amendment with Jacobs for City’s Wastewater National Pollutant Discharge Elimination System Compliance Project
f.
Ratification of Amended Resolution 2026-07 — State Community Development Block Grant Program, 2025 Funding Year
g.
3. CITY COUNCIL BUSINESS
EMC Research Regarding a Potential Local Sales Tax Measure and Next Steps
Minutes:
Finance Director Aaron Felmlee provided a staff report on the EMC research regarding a potential local sales tax measure. Jessica Polsky-Sanchez and Sianna Ziegler, from EMC, also provided data.
PUBLIC COMMENT: Oroville Garrison
There being no additional public comment, Mayor Johnson closed the public comment section.
CITY COUNCIL ACTION: Council Member Conley moved, seconded by Council Mayor Pro Tem Trent, to approve placing a local sales tax measure on the November 3, 2026 ballot and for staff to return with the 75-word ballot question and subsequent ordinance and resolution. Roll Call vote. AYES: Council Members Conley, Diaz, Stevens, Mayor Pro Tem Trent, Mayor Johnson NOES:
None ABSTAIN: None ABSENT: None MOTION CARRIED: 5/0
a.
Rent Stabilization Regulations for Mobile Home Parks Urgency Ordinance 2026-784 and Resolution 2026-10
Minutes:
City Manager Amy Nilsen provided a staff report on rent stabilization b.
4. regulations for mobile home parks and adopting an urgency Ordinance.
PUBLIC COMMENT: Public Speaker (no name provided) Hillary Mosher Sandy Marlow Public Speaker (no name provided) Ricardo Tallamante Kyle Julia Nancy Wade Saulo
There being no public comment, Mayor Johnson closed the public comment section.
CITY COUNCIL ACTION: Council Member ___________________________ moved, seconded by Council Member ________________________________, to adopt Urgency Ordinance 2026-784, an Ordinance of the City of Fortuna City Council Adopting Chapter 11.02 of the Fortuna Municipal Code, Rent Stabilization Regulations for Mobile Home Parks. Roll Call vote. AYES: Council Members Conley, Diaz, Stevens, Mayor Pro Tem Trent, Mayor Johnson NOES:
None ABSTAIN: None ABSENT: None MOTION CARRIED: 5/0
CITY COUNCIL ACTION: Council Member Conley moved, seconded by Council Member Diaz, to adopt Resolution 2026-10, A Resolution of the City Council of the City of Fortuna Authorizing Fees for Rent Stabilization Regulations for Mobile Home Parks Program, Including Fees for Annual CPI Rent Increase Applications, Capital Improvement Pass-Through Applications, and Fair Return Rent Increase Applications. Roll Call vote. AYES: Council Members Conley, Diaz, Mayor Pro Tem Trent, Mayor Johnson NOES: Stevens ABSTAIN: None ABSENT: None MOTION CARRIED: 4/0
Declare Fortuna City Council's Intent to Levy the Fortuna Business Improvement District's Assessment for Fiscal Year 2026-27, Resolution 2026-09
Minutes:
City Manager Amy Nilsen provided a staff report on declaring the Council’s intent to levy the Fortuna Business Improvement District’s Assessment for Fiscal Year 2026-27.
PUBLIC COMMENT: There being no public comment, Mayor Johnson closed the public comment section. CITY COUNCIL ACTION: Council Member Diaz moved, seconded by Council Member Conley, to adopt Resolution 2026-09. A Resolution of the City Council of the City of Fortuna Declaring its Intention to Levy an Annual Assessment for Fiscal Year 2026-2027 for the Fortuna Business Improvement District and Fixing the Time and Place of a Public Meeting and a Public Hearing Thereon and Giving Notice Thereof. Roll Call vote. AYES:
Council Members Conley, Diaz, Stevens, Mayor Pro Tem Trent, Mayor Johnson NOES: None ABSTAIN: None ABSENT: None MOTION CARRIED: 5/0 c.
ORAL COMMENTS FROM THE PUBLIC
Minutes:
PUBLIC COMMENT: Betty Pinkerton John Sapper
There being no additional public comments, Mayor Johnson closed the public comment section.
5. CITY MANAGER’S REPORT
Minutes:
6. Contact: Siana L. Emmons, City Clerk ([email protected] 707-725-1409) City Manager Amy Nilsen provided a verbal report.
FUTURE AGENDA ITEMS
Minutes:
None.
7. CITY COUNCIL REPORTS AND COMMENTS
a. Council Member Kyle Conley
b. Council Member Carlos Diaz
c. Council Member Abe Stevens
d. Mayor Pro Tem Tami Trent
e. Mayor Mike Johnson
8. ADJOURN
Minutes:
Council Member Conley moved, seconded by Mayor Pro Tem Trent to adjourn the meeting at 6:51 pm. MOTION CARRIED: 5/0
9. Consent Agenda Item 3b
STAFF REPORT
Consent Agenda Item
DATE: April 20, 2026
TO: Honorable Mayor and Council Members
FROM: Siana L. Emmons, Human Resources Director/City Clerk THROUGH: Amy Nilsen, City Manager
SUBJECT: Administrative Department Monthly Report for March 2026 STAFF RECOMMENDATION:
Receive report as an informational item.
EXECUTIVE SUMMARY:
The Administration Department monthly report encompasses the following divisions: City Attorney, City Clerk, Risk Management/Human Resources and Information Technology.
CITY ATTORNEY
The City Attorney billing was 11.3 hours for the month of March. Project support for these months included public records request review, ordinance review, contract review, personnel inquiries and various email and telephone calls.
CITY CLERK DIVISION
For the month of March, the Clerk’s Office prepared and published one agenda and one Cancellation Notice for Regular City Council Meetings, two agendas for Special City Council Meetings, and two Cancellation Notice for RCRPD Commission meeting.
City Council Meetings
Council Meeting Date Agenda Items
March 16, 2026 Special Meeting – 5pm 1
March 16, 2026 Regular Meeting 10
April 6, 2026 Special Meeting – 5pm 10
April 6, 2026 Regular Meeting – CANCELLED 0
Totals 21
City Clerk’s Office Key Duties March
Public Records Act Requests 3
General Information Requests 25 – 30 per day, average
Ordinances 2
Resolutions 5
Consent Agenda Item 3b
Minutes Prepared 6
Notary Services Provided 1
Claims for Damages Filed 1
FPPC Filings: 20
Legal/Proof of Publications 3
Notices Posted (Public Hearing, Agenda, Ordinance, etc.) 10
RISK MANAGEMENT / HUMAN RESOURCES DIVISION
Risk Management
There were two (0) new Worker’s Compensation claims as of March 16, 2026, and one (1) new tort claim. City staff continue to work closely with LWP for Worker’s Compensation and George Hills, the City’s third-party claims administrator, to bring claims to settlement or closure.
Date of Claim Type of Claim Status
03/03/2026 Tort Claim In Progress
03/23/2026 Tort Claim In Progress
On March 16, 2026, Risk staff attend a Redwood Municipal Empire Fund (REMIF) Board meeting and discussed the state of the liability and medical insurance markets. Staff anticipate changes to the overall medical insurance programming. On March 19, 2026, Risk staff attended the City’s risk pool, California Intergovernmental Risk Authority (CIRA) Board meeting. The topic of discussion was changes to the pool’s medical insurance coverage and working with another insurance pool, Public Risk Innovation, Solutions, and Management (PRISM), to form a new selfinsured medical pool.
Human Resources
On April 7, 2026 staff participated in a webinar to learn more about Assembly Bill 339 regarding local employee organizations and notice requirements to the bargaining units for issuing request for proposals, request for quotes, or renewing or extending an existing contract to perform services that are within the scope of work of the job classifications represented by the recognized employee organization, subject to certain exceptions. The bill would require the notice to include specified information, including the anticipated duration of the contract. The bill would also require the public agency, if an emergency or other exigent circumstance prevents the public agency from providing the written notice described above, to provide as much advance notice as is practicable under the circumstances. By imposing new duties on local public agencies, the bill would impose a state-mandated local program, which currently, would be unfunded. Staff will provide updates regarding this change as more information is obtained.
March included a series of interviews for part-time Conference Center Workers and Police Trainees and Officers. The FOPD continue searching for qualified dedicated staff for lateral Police Officers, Police Officer Trainees and part-time Dispatchers.
Human Resources staff continue to administer recruitments for non-general fund full-time positions, police officer and sergeant and part-time recreation positions, as needed.
Consent Agenda Item 3b
Current Recruitments:
Department Requisition Recruitment Status Notes
Police 202300053 Police Officer Open Continuous
Police 202300074 Police Officer Trainee Open Continuous Police 202600008 Dispatcher I Open Continuous
Parks & Rec 202600004 Conference Center
Worker I
Filled Eliana Savage and
Jacob Irving starts
April 6th
Community
Development
202500108 Community
Development
Director/City Engineer
Filled Brenden Byrd starts
June 22nd
The City is always looking to recruit qualified staff for open positions. For more information about employment with the City of Fortuna, visit the City’s website www.friendlyfortuna.com, send email to the City Clerk at [email protected], or call 707-725-7600. We also encourage all interested applicants to create a user account on www.governmentjobs.com
INFORMATION TECHNOLOGY DIVISION
City Website (www.friendlyfortuna.com)
If any members of the public are interested in the latest City news or City alerts, please visit the City of Fortuna website www.friendlyfortuna.com
Computer/Network
City staff continues to work collaboratively with Nylex to meet the City’s ongoing technical needs.
RECOMMENDED COUNCIL ACTION:
Receive Administrative Monthly Report. Consent Agenda vote.
Consent Agenda Item 3c
STAFF REPORT
Consent Agenda Item
DATE: April 20, 2026
TO: Honorable Mayor and Council Members
FROM: Katey Schmidt, Senior Planner
THROUGH: Amy Nilsen, City Manager
SUBJECT: Community Development Department Monthly Report for March 2026 STAFF RECOMMENDATION:
Receive report as an informational item.
EXECUTIVE SUMMARY:
Planning Division Activity:
• The Planning Division processed 8 business licenses, and 3 home occupation permits in March.
• Staff held kick-off meetings with North Coast Resource Partnership and technical advisor Mark Andre to begin drafting the City’s Community Forest Plan. • Planning and Administrative staff participated in the first Future Fortuna workshop on March 18 alongside other City staff, gathering valuable community input to inform the City’s Strategic Plan and guide General Plan development. • Repeal of the City’s existing non-compliant Accessory Dwelling Unit ordinance was adopted by City Council on March 16, 2026.
• The Senior Planner continues to interview local Developers and Builders to further the Development Streamlining Project implementing City Council Planning priorities, streamline and clarify development project processes, encourage appropriate development, and generate revenue. Final report expected in April.
• Staff held a public hearing for approval of three (3) CDBG applications under the 2025 NOFA on March 16. Applications were submitted April 3, 2026. • Planning staff continued to attend Regional Climate Action Plan meetings. The RCAP has been adopted by the County of Humboldt and the City of Eureka; staff will bring the plan to Council in May.
• City Staff met with representatives of the McLean Foundation to discuss the construction and permitting process for the Community Pool.
Consent Agenda Item 3c
Planning Commission Activity:
• March 10, 2026
o The Planning Commission received a presentation on the 2025 General Plan and Housing Element Annual Progress Reports and directed staff to submit both reports to the California Department of Housing and Community Development (HCD) and the Governor’s Office of Planning and Research (OPR) as required by state law. • March 24, 2026
o The Planning Commission approved a Conditional Use Permit allowing “Ambulance Service” as a permitted use with conditions for Assessor’s Parcel Number 040-172-009.
Active Planning Projects:
Proposed
Project
Project Description Location
Design Review Design Review of an exterior refresh for a change in business consisting of new paint colors, lighting,
and landscaping.
432 Fortuna Blvd.
Conditional Use
Permit
CUP to bring 7th Day Adventist Church and
associated activities into conformance.
2331 Main Street
Design Review Design review of a pre-engineered metal building to be used as a contractor’s shop on the M1 zoned
portion of the subject parcel.
359 Main Street
SubdivisionMajorSubdivision of one parcel into six multi-family residential parcels to allow for 28 total
condominium units.
1569 Newburg Road
Design Review Design Review of a 5-Unit multi-family
development.
121 12th Street
Conditional Use
Permit
CUP to allow multi-family use in Commercial
Thoroughfare Zone.
121 12th Street
Lot Line
Adjustment
Lot line adjustment between two commercial
parcels.
Mill Site Area
Lot Line
Adjustment
Lot line adjustment to accommodate new residential
development for the Humboldt Senior Resource
Center.
3000 Newburg Road
SubdivisionMajorPhase 2 of the Twin Creeks subdivision to create 21 residential parcels.
Redwood Way
SubdivisionMajorCompletion of the final phases of the Gulliksen subdivision to create 35 residential parcels.
Gulliksen Avenue
SubdivisionMinor Minor subdivision of one parcel into three residential parcels.
Berry Creek Avenue
SubdivisionMinor Minor subdivision of one parcel into three residential parcels.
Berry Creek Avenue
SubdivisionMinor Minor subdivision of one parcel into two residential parcels.
1125 Angel Heights
Drive
Consent Agenda Item 3c
SubdivisionMinor Subdivision of one parcel into three residential parcels.
3495 Rohnerville
Road
Grant Funding Updates:
• Community Development Block Grant Program Income and 2025 NOFA $3,910,469 Status: Staff has submitted applications for Economic Development, ADA Barrier Removal, and Planning to utilize $910,469 in Program Income and $1,473,092 in new CDBG funding. Awards to be announced in September 2026. • Northcoast Resource Partnership $10,000
Status: Awarded technical assistance grant to provide consultant assistance to develop a comprehensive Community Forest Plan as a guiding document to manage, protect, and sustainably use city owned forests. Kick-off meetings held in March. Community meetings to follow.
• California Department of Housing and Community Development Permanent Local Housing Allocation; $149,769
Status: City to delegate allocated funds to the County of Humboldt to provide services for Fortuna citizens through their First-time Home Buyers Program. Delegation approved by City Council. Agreement to County Board of Supervisors in May 2026. • Building Forward Library Infrastructure Grant; Awarded $219,083 ADA Modifications, Solar PV and battery storage, emergency generator, window upgrades, electrical/communication wiring, and interior finishes.
Status: Construction completed in March.
Staff are determining additional funding sources to complete energy-efficiency upgrades. • Habitat Conservation Fund Vancil Forest Acquisition; Awarded $175,750 Acquisition of a 6.25-acre forest adjacent to Rohner Park for community forest expansion, trails, and recreation areas.
Status: Staff seeking compatible grants to fulfill 50% match requirement. • Land and Water Conservation Fund Vancil Forest Acquisition; $126,000 Match funds for Vancil Forest Acquisition.
Status: Application completed. City staff met with LWCF staff on 11/12/25 for a site visit to the project area. Awards to be announced April 2026. • California Natural Resources Agency California River Parkway Grant; Awarded $620,194
California State Coastal Conservancy; Awarded $250,000
National Coastal Wetlands Conservation Grants Program; Awarded $972,250 Lower Eel River Wetlands Acquisition Project. In partnership with the Wiyot Tribe, acquisition of approximately 250-acres to be utilized as a recreation area and preservation of open space. The city will assume ownership of 7.2 acres along Riverwalk Drive to develop a public park and access to the Eel River. The Wiyot Tribe will assume ownership of the remainder for habitat restoration, preservation of open space, and cultural activities.
Status: City Council has approved purchase agreement with property owners.
Consent Agenda Item 3c
Building Division Activities:
• The Building Inspector obtained his Residential Inspection certification in March. • The Building Division issued 32 permits in March 2026; permit detail summaries are attached.
RECOMMENDED COUNCIL ACTION:
Receive Community Development Department Monthly Report. Consent Agenda vote.
Consent Agenda Item 3c
Consent Calendar Item 3d
STAFF REPORT
Consent Agenda Item
DATE: April 20, 2026
TO: Honorable Mayor and Council Members
FROM: Aaron Felmlee, Finance Director
THROUGH: Amy Nilsen, City Manager
SUBJECT: Finance Department Monthly Report
STAFF RECOMMENDATION:
Receive report as an informational item.
EXECUTIVE SUMMARY:
EMMA Annual Bond Disclosure Reports:
The City is required each year to post and make public on the Municipal Securities Rulemaking Boards (MSRB) Electronic Municipal Market Access (EMMA) website data related to each of the City’s outstanding Bond Series. Currently the City has three outstanding bond series. Those are the 2017 Refunded Water Bonds, 2017 Refunded Wastewater Bonds and the 2018 Successor Agency Tax Allocation Bonds. The data requirements include financial statements, bond information such as debt service schedules and fund balances, operating information, and reporting of any significant events.
The EMMA website was established to increase the transparency of the municipal securities market by providing free public access to municipal securities disclosures and data. EMMA provides investors, state and local governments, and other market participants with key information and tools to put that information into context. Staff is pleased to announce that they have completed the Annual Bond Disclosure Reports and posted all required material and data on the EMMA website before the deadline. For those interested in seeing the report please visit https://emma.msrb.org/Home/Index and search for “City of Fortuna”.
Measure E Update:
The Measure E committee met on April 8, 2026, at 5:30 pm. The primary purpose of this meeting was for the committee to approve a list of recommended projects to be funded by Measure E. The finalized list will be presented to the City Council at a special budget workshop on April 27, 2026.
List of Measure E items funded this month:
• (2) Police Detective Positions
• Police Community Services Officer Position
• Police Records Clerk Position
• Parks and Recreation Director Position
• Recreation Program Supervisor Position
Consent Calendar Item 3d
• Transit Trips to Eureka for Seniors
• PT Code Compliance Officer Position
• K-9 Program
• Encampment Outreach and Cleanup Services
• Storm Drain Maintenance Projects
• Street Maintenance Projects
An activity log displaying important Finance data is attached for informational purposes.
RECOMMENDED COUNCIL ACTION:
Receive Finance Department Monthly Report. Consent Agenda vote.
ATTACHMENTS:
• Finance Staff Activity Log for March 2026
City of Fortuna
Finance Department
Fiscal Year 2025/26
Finance Department October November December January February March Activity Log 2025 2025 2025 2026 2026 2026
Payroll Checks Issued: 198 202 290 337 213 212
Accounts Payable Checks Issued: 259 212 200 200 201 201 Number of Invoices Processed: 431 417 411 403 399 409
CDBG Loan Payments/Payoff: 1 0 0 1 0 0
Number of Telephone Calls: 1164 949 1108 1186 1038 1089 Avg Daily 65 63 65 74 69 61
Daily Walk-in Customers
Utility 521 422 486 557 480 484
Other 98 78 81 95 112 126
Total: 619 500 567 652 592 610
Average Daily Walk-in Customers 34 33 33 41 39 34
Monthly Bills 4616 4619 4607 4608 4604 4606
Reminder Notices 492 497 507 429 457 464
Shut Off Notices Mailed 315 299 280 277 282 292
Shut Offs 27 36 24 20 15 13
Ebills - Bills sent via email 1795 1835 1865 1877 1897 1914 Utility Bills paid online 1853 1976 1894 1949 2035 1954 % of Utility bills paid in person 11% 9% 11% 12% 10% 11% Public Works Calls Dispatched: 116 73 111 101 126 119
Avg Service Calls 107.7
Utility Billing Aging Report Total Bal Current 30 Days 60 Days 90 Days $ 916,092 $ 726,842 $ 103,242 $ 34,105 $ 51,904
79.3% 11.3% 3.7% 5.7%
79%
11%
4% 6%
Utility Accounts Aging
Current
30 Days
60 Days
90 Days
Consent Agenda Item 3e
STAFF REPORT
Consent Agenda Item
DATE: April 20, 2026
TO: Honorable Mayor and Council Members
FROM: Kaylyn Stainbrook, Parks and Recreation Director
THROUGH: Amy Nilsen, City Manager
SUBJECT: Parks and Recreation Department Monthly Report for March 2026 STAFF RECOMMENDATION:
Receive report as an informational item.
EXECUTIVE SUMMARY:
Parks Maintenance
▪ Deferred Maintenance Items:
o Forest Management
o Pavilion Foundation
o Pavilion Interior/Exterior Paint
o Monday Club Paint
o Museum Steps and Ramp
o Picnic Tables Restoration
o Rodeo Grounds Restrooms
o Mower deck repairs or replacement of the John Deere 1435 mower. o Rohner Park Roofs
▪ Park/Facility Maintenance Tasks Completed (in addition to several routine items):
o Completed door repairs at River Lodge.
o Painted doors in the pavilion, including the ADA bar door and maintenance door. o Repaired the deck on the Honda push mower.
o Repaired multiple 14’ picnic tables: replaced rotten seat boards and supports on four tables and returned them to the cook shack.
o Assisted the Garden Club with bulb removal and cleanup on the 9th, 10th, and 13th. o Conducted attic crawl at River Lodge to run electrical wiring and communication lines for Ivan with the tech company.
o Performed red rock work on Softball Fields 1 and 2.
o Completed weed removal at River Lodge.
o Troubleshot River Lodge generator during a power outage; replaced battery and coordinated with city mechanic.
o Replaced faulty porch lights at the Monday Club.
Consent Agenda Item 3e
o Completed dirt work on the soccer field: filled large dog holes on the north side and low spots near goals.
o Coordinated hazardous tree branch removal at Rohner deep pits with Dan Callings Tree Service.
o Relocated an irrigation head for the Bartow field remodel. o Trimmed trees and bushes at the River Lodge entrance. o Picked up two buckets of filtered decomposed granite from the Corp Yard and delivered them to the bocce ball shed.
o Repaired a water leak on the main line behind the Rohner restrooms. o Performed maintenance on the large Toro mower.
o Completed field maintenance at Bartow and Carson Woods: fence lines, valve boxes, red rock perimeters, under bleachers, cook shack area, and dugouts. o Significant progress has been made on red rock and turf maintenance across both parks. Dry weather has improved the ability to maintain multiple sports fields. o Installed the conduit protection wall under the River Lodge stage. o Replaced two faulty GFCI receptacles at the River Lodge kitchen island. o Barn door install at the Fortuna Library
o Relocate bleachers for little league
o Performed electrical maintenance at the River Lodge.
o Continue weekly hot water boils to prevent grease build-up.
Rentals
There were eleven Monday Club rentals and three Rec Hall rentals. Additionally, several user groups, such as the Genealogical Society, Native Daughters of the Golden West, Fortuna Garden Club, Fortuna High School, Redwood Prep and Results Fit Camp, continue to use our indoor and outdoor facilities on a recurring basis.
Community Service
There are currently two active Humboldt County Probation-assigned community service workers serving Parks and Recreation who served an accumulative total of 60 hours.
Recreation
▪ During the month of March, the Hot Shots program officially concluded, and the Adult Basketball League season began. We are currently hosting both men’s and women’s basketball leagues, which will continue through May at the Fortuna High School gyms. ▪ Registration for Spring Break Camp opened, with the program scheduled to run from April 6–10.
▪ Participation levels for ongoing programs, including skating sessions and drop-in activities, remained consistent throughout the month. Private party bookings also remained strong with most slots reserved.
▪ Hannah Vitello attended the CPRS Conference in Long Beach, where she gained valuable insight into updated training methods, strategies for identifying new revenue streams, and approaches to enhancing youth sports programming. She has begun applying this knowledge to improve internal systems and operations for our camps and recreational programs.
▪ Year-Round Recreation Programs (Firemen’s Pavilion) Schedules:
Consent Agenda Item 3e
o Drop-in Pickleball: Monday, Wednesday, and Friday mornings, 9am – 12pm, at the Firemens Pavilion.
o Drop-in Basketball: Thursday evenings, 7pm – 9pm, at the Firemens Pavilion. o Drop-in Volleyball: Sunday evenings, 5pm – 7pm, at the Firemens Pavilion. o Public Skate: Fridays and Saturdays, 6:30pm – 9:30pm, and Sunday afternoons, 1:30pm – 4:30pm, at the Firemens Pavilion.
Year-Round
Programs
Drop-In
Pickleball
Drop-In
Basketball
Drop-In
Volleyball
Public
Skate
Private
Skate Party
Total Sessions 22 4 5 13 13
Total
Participants
353 52 46 392 233
Fortuna Transit
• In March, 6 new riders signed up for the transit service.
Rider/Miles/Hours Stats
February
2025
February
2026
YTD July 2024-
June 2025
YTD July 2025-
June 2026
Total
Passengers
782 514 7697 4227
Total Miles 2618 2087 22337 16414
Service Miles 2446 1947 2080 15306
Total Hours
Worked 316 250.75 2536 1962.5
Service Hours
Worked
285.75 230.50 2266 1796.75
Fortuna Depot Museum
▪ March’s visitation total at the Fortuna Depot Museum is 230 people. This is our highest March visitation total in recent years. March visitor totals for recent years were: 2025: 161, 2024: 199, 2023: 201, 2022: 198, 2021: 76, 2020: 89, 2019: 207, 2018: 217, 2017: 186, 2016: 167.
▪ In March 2026 we welcomed California visitors from Alameda, Arcata, Bridgeville, Davis, Dinsmore, Elk Grove, Eureka, Ferndale, Fortuna, Hydesville, Redway, Richmond, Sacramento and Santa Rosa. We also welcomed out-of-state visitors from Colorado, Florida and Oregon.
Consent Agenda Item 3e
▪ The “Now Playing! (100 Years Ago) at the Fortuna Theatre” exhibit continues to be updated every two weeks. In March we installed a small seasonal exhibit featuring cards, calendars, sheet music and newspaper advertisements on the themes of spring and Easter.
River Lodge
▪ Deferred Maintenance Items:
o Sheetrock repair in the foyer from earthquake damage. o Paint sheetrock that was already repaired in the main rooms. o Replace failing windowpanes throughout.
o Kitchen drainage (currently requiring weekly maintenance) ▪ The River Lodge hosted several local events in March, including: the City of Fortuna Workshop, The Kiwanis Fundraiser, Knights of Columbus, Cal-Fire and the Daffodil Show, just to name a few.
RECOMMENDED COUNCIL ACTION:
Receive Parks and Recreation Department Monthly Report. Consent Agenda vote.
March 2025 March 2026 Fiscal YTD
25-26
Total Events 15 14 92
Total Attendees 2495 1825 11,208
Total Days
Occupied
15 14 103
Consent Agenda Item 3f
STAFF REPORT
Consent Agenda Item
DATE: April 20, 2026
TO: Honorable Mayor and Council Members
FROM: Jason Kadle , Lieutenant Fortuna Police
THROUGH: Amy Nilsen, City Manager
SUBJECT: Police Department Monthly Report for March 2026 STAFF RECOMMENDATION:
Receive report as an informational item.
Patrol Statistics:
• 1,249 Calls for Service
• 351 Officer Initiated
• 110 Case Investigations
• 38 Misdemeanor Arrests
• 16 Felony Arrests
• 156 Traffic Stops
• 19 Citations Issued
Crime statistics and information on calls for service are available at forpd.crimegraphics.com.
Staffing:
• Vacancies: Four Fulltime Sworn Police Officer positions, One Part-Time/On-Call Public Safety Dispatcher position and one Part-Time Community Services Officer position. • Recruitment Update: The department is actively recruiting for the vacant sworn officer positions, and 2 applicants are currently in the background process. Recruitment is opening for the Part-Time/On-Call Public Safety Dispatcher position with City Council approval.
The Part-Time Community Services Officer recruitment is being held due to the current hiring freeze.
• We attended a recruitment day at College of the Siskiyous Police Academy. • We interviewed 11 applicants for our vacant sworn positions. 9 applicants were interviewed for the Police Officer Trainee position and 2 applicants who already possess POST academy completion certificates.
Training:
• Sergeant Palmer attended POST Supervisors School. This is training mandated by POST to be completed within the first year of being promoted to a supervisory position. • Chief Eberhardt and Lieutenant Kadle attended the Cal Chiefs Training Symposium.
Consent Agenda Item 3f
• Sergeant Primofiore attended Background Investigations training.
Enforcement/Community Engagement:
• 14 individuals arrested for suspicion of driving under the influence. • Lieutenant Kadle is a new member of the Fortuna Rotary Club. • Chief Eberhardt and Lt. Kadle participated in the Future Fortuna workshop at River Lodge
RECOMMENDED COUNCIL ACTION:
Receive Police Department Monthly Report. Consent Agenda vote.
Consent Agenda Item 3g
STAFF REPORT
Consent Agenda Item
DATE: April 20, 2026
TO: Honorable Mayor and Council Members
FROM: Brian Issa, Public Works Director
THROUGH: Amy Nilsen, City Manager
SUBJECT: Public Works/Engineering Department Monthly Report STAFF RECOMMENDATION:
Receive report as an informational item.
EXECUTIVE SUMMARY:
The Public Works Director and engineering staff engaged in the following activities during the month of February.
Strategic Visioning
Staff have been participating in the City’s strategic visioning process to ensure that Public Works is part of the discussion and to hear the communities’ thoughts CIP and Budget Development
Staff spent considerable time pulling together projects and budgets for the upcoming year.
Great Redwood Trail Agency
Staff met several times with GRTA staff to coordinate on development this regional trail facility Water Master Plan
Staff prepared a request for proposals for preparation of a water master plan to guide long-term development of the city’s water infrastructure.
Kenmar Interchange
Staff continue to work with CalTrans on design development. GHD is nearing 100% designs and the City has started discussions with neighboring landowners on ROW purchase.
Mill Creek Habitat Connectivity
GHD is nearing 100% design, environmental permitting is nearly complete, and implementation grant applications have been submitted.
Well 5
Consent Agenda Item 3g
Coordinated pump flush and sampling. Awaiting sampling and metals results to ensure casing “dam” between aquifers was successful. Building designs are complete.
Vero Fiber Coordination
Staff have been coordinating with a company seeking to roll out “fiber-to-the-home” in Fortuna including identifying a location at the well field on Eel River Dr where they can site a small hub facility, possibly in exchange for providing backup or primary fiber to key city facilities.
NPDES Compliance
• Jacob’s proceeding to 100% design on new aeration basins. • Coordinated resubmittal of application for State Revolving Loan (SRF) funding • Staff finalized plans for the SCADA overhaul including coordinating site visits and information gathering from design staff.
Grants and Funding
• Staff received word that our Rural and Tribal program grant application for the 12th Street interchange was not successful.
• The City received a grant from the Complete Streets Safety Assessment program to look at traffic safety at various areas around Fortuna.
• Engineering staff have been working on coordination and permitting installation of 10 EV charging stations in the corp yard.
Community Development Coordination
• Regular meetings between PW and CD are continuing. PW staff continue to look for ways to standardize and streamline the development process. Staff are compiling a list of potential code amendments for consideration
Development Review
Staff participated in review of multiple projects in various stages of the development process.
Utilities Division – Utilities Superintendent
Water Distribution System
• The utilities crew read meters, changed out 15 dead meters, and completed the meter worksheet.
• The utilities crew upgraded 89 single port radios, and 21 dual port radios. • The utilities crew installed one new 2” water service this month. • On-call personnel responded to 1 after-hours callout. • The utilities crew completed 13 shutoffs for nonpayment. • There were zero water leaks to be repaired this month.
Sewer Collection System
• There were zero Sanitary Sewer Overflows (SSOs).
• The utilities crew cleaned approximately 5,700ft of sewer lines. • On-call personnel did not respond to any sewer-related callouts. • From the grade 5 defect list, the utilities crew have begun to order parts and submit USA tickets to begin repairing the most severe defects identified.
Consent Agenda Item 3g
Service Calls Summary
• Underground Service Alert (USA): There were zero miss-marked USAs. • The utilities division completed a total of 111 Service calls. Figure 1 shows the breakdown by type.
Figure 1: Service call breakdown
Miscellaneous Tasks
• The Utilities division continues to add to our GIS database, focusing on water meter and radio transmitter inventory to better assist our radio upgrade CIP. We now have more than 50% of all water meters added.
• Mike McGinnis passed his water Distribution Grade II exam. • Issac Chacon has been practicing his airbrake test and walk around test for his Class B license exam; he anticipates being ready for the test in April. • Troy Hubner continues to work on his Class B drivers training and should obtain his permit soon.
Water Treatment/Wastewater Division – Chief Plant Operator Wastewater Treatment
Table 2. March wastewater plant effluent flows for the past five years in Million Gallons (MG) and Million Gallons per Day (MGD).
1 16
21 21
30 REINSTATE
OCCUPANT CHANGES
DISCONNECTS
SERVICE ACTIONS
CONNECTS
0 5 10 15 20 25 30 35
Service Calls By Type
Service Calls By Type
Year 2022 2023 2024 2025 2026
Total Monthly Flow, MG 26.940 79.920 70.470 57.942 27.040 Maximum Daily Flow, MGD 1.240 4.160 3.890 2.894 1.800
Average Monthly Flow, MGD 0.869 2.578 2.273 1.869 0.872 Consent Agenda Item 3g
Figure 2. March wastewater plant effluent flows for the past five years in Million Gallons (MG) and Million Gallons per Day (MGD).
Wastewater Events & Maintenance Tasks Completed
• Staff held a compost giveaway and gave 1,571 cubic yards over 9 days. • Staff cleaned chlorine contact basins, secondary clarifier weirs, and flushed plant water tank.
• Staff cleaned primary clarifier weirs and scumboxes.
• Staff and Jacobs engineers spent 14 hours making repairs to crashed SCADA PLC. • Staff completed monthly water and drought monitoring reports and submitted them to the state.
Water Treatment
Table 3. March potable water production for the past five years in Million Gallons (MG).
Figure 3. March potable water production for the past five years in Million Gallons (MG).
Water Events & Maintenance Tasks Completed:
• Staff completed monthly water and drought monitoring reports and submitted them to the state.
0 10
20 30
40 50
60 70
80 90
0 0.5
1 1.5
2 2.5
3 3.5
4 4.5
2022 2023 2024 2025 2026
Total Flow, MG
Flow, MGD
Total Monthly Flow, MG MAX Daily Flow, MGD AVG Daily Flow, MGD 0 0.5
1 1.5
2 26.5
27 27.5
28 28.5
2022 2023 2024 2025 2026
Flow, MGD
Production, MG
Production Max Daily Avg Daily
Year 2022 2023 2024 2025 2026
Total Production, MG 28.105 27.256 27.962 27.115 27.462 Maximum Daily, MG 1.065 1.514 1.182 1.852 1.324
Average Daily, MG .907 .879 .902 .874 .885
Consent Agenda Item 3g
General Services and Streets – General Services Superintendent The following is a list of scheduled assignments completed by the General Services staff in March:
• Staff assisted in traffic control for the paving operations on Kenmar, N Street and Fortuna Boulevard. Staff
prepared and hand delivered notices to residents and
business impacted with the operation.
• Staff raised and installed new concrete rings on valve boxes in the new pavement.
• New traffic markings were installed on the new road
surfaces on Kenmar Road, N Street, Fortuna
Boulevard, and L Street with the City’s Annual Striping Contractor.
• Staff disassembled the boom mower implements on the
John Deere Tractor. The tractor will be repurposed to
use the tow behind mower deck and working in the
arena.
• Staff repaired pedestrian crosswalk beacons.
• Staff swapped out the banners on Main Street with
Spring banners.
• Staff mucked out drainage ditches.
• Staff cleaned and repaired miscellaneous items on the Corp Yard Building. • Staff weed eat and mowed multiple locations along City right-aways and empty City lots. • People of New Directions removed and hauled 1,520 pounds of debris from illegal dumping at various camps.
• In addition to the special tasks noted above, staff also engaged in the following regular routine maintenance activities including USA’s, recycling and trash management, collect batteries at City Hall, road maintenance, Dog Park maintenance, vegetation management including sniping of curbs, and safety training and inspections. Staff are available for questions, requests, and emergency responses to the community.
RECOMMENDED COUNCIL ACTION:
Receive Public Works Department Monthly Report. Consent Agenda vote.
Consent Agenda Item 3h
STAFF REPORT
Consent Agenda Item
DATE: April 20, 2026
TO: Honorable Mayor and City Council Members
FROM: Amy Nilsen, City Manager
SUBJECT: Report of Disbursements
STAFF RECOMMENDATION:
Receive staff report of disbursements that were processed for the City of Fortuna and the Successor Agency (Fortuna Redevelopment Agency) if applicable, as an informational item only.
REPORT OF DISBURSEMENTS:
Disbursement was processed as follows:
April 7, 2026 $75,515.20
April 14, 2026 $362,958.19
RECOMMENDED COUNCIL ACTION:
Informational Item. Receive report by Consent Agenda vote.
ATTACHMENTS:
• Disbursements Detail Report for April 7, 2026
• Disbursements Detail Report for April 14, 2026
Amount
84616 04/07/2026 NORTH COAST JOURNAL 2026ci-7257 Perc Pond Public Notice 1052.48 4/7/2026 4:15:17 PM Page 1 of 5
84615 04/07/2026 NORCAL AUTOBODY INC 6832 F250 Truck Repair - Utilities 1245.95 84616 04/07/2026 NORTH COAST JOURNAL 2026149262 Dispatcher Recruitment Advertising 112 84616 04/07/2026 NORTH COAST JOURNAL 2026149326 Perc Pond Addendum Public Notice 286 84613 04/07/2026 MISSION LINEN INDUS SERV 525772662 Police Mat Cleaning Service FY 25/26 58.04 84614 04/07/2026 MOONLIGHT CATERING 202622 Catering - Strategic Planning Workshop 410.62 84614 04/07/2026 MOONLIGHT CATERING 202622 Catering - Strategic Planning Workshop 410.63 84613 04/07/2026 MISSION LINEN INDUS SERV 525732217 Parks/Rink Linen Service 94.5 84613 04/07/2026 MISSION LINEN INDUS SERV 525752818 Toilet Paper - Parks 517.16 84613 04/07/2026 MISSION LINEN INDUS SERV 525754741 River Lodge Linen Service 36.49 84613 04/07/2026 MISSION LINEN INDUS SERV 525732207 Corp Yard Linen Service 102.1 84613 04/07/2026 MISSION LINEN INDUS SERV 525732207 Corp Yard Linen Service 62.67 84613 04/07/2026 MISSION LINEN INDUS SERV 525732208 Wastewater Linen Service 84.88 84611 04/07/2026 MENDES SUPPLY INC M292653 Can Liners - Parks 565.36 84612 04/07/2026 MICROBAC LABORATORIES INC 187493 Lab Testing 100 84612 04/07/2026 MICROBAC LABORATORIES INC 187495 Lab Testing 142 84608 04/07/2026 FREEDOM FUEL 1015843 Equipment Fuel 64.27 84609 04/07/2026 HELIX LABORATORIES INC 91811 Alka Mag Supply FY 25/26 8242.07 84610 04/07/2026 HUMMEL TIRE & WHEEL 288380 Tire Tensor Repair - General Services 97.65 84607 04/07/2026 FORTUNA ACE HARDWARE 406231 Punch Pins/Dish Soap - General Services 19.45 84607 04/07/2026 FORTUNA ACE HARDWARE 406249 Putty Knife/Fertilizer - Parks 28 84608 04/07/2026 FREEDOM FUEL 1015820 Equipment Fuel 26.04 84607 04/07/2026 FORTUNA ACE HARDWARE 406177 Janitorial Supplies - CH/PD/PW 4.74 84607 04/07/2026 FORTUNA ACE HARDWARE 406192 Marking Paint - Parks 39.38 84607 04/07/2026 FORTUNA ACE HARDWARE 406220 Vandalism Repair Supplies - Rohner Park Restrooms 37.68 84607 04/07/2026 FORTUNA ACE HARDWARE 406177 Janitorial Supplies - CH/PD/PW 13.12 84607 04/07/2026 FORTUNA ACE HARDWARE 406177 Janitorial Supplies - CH/PD/PW 4.74 84607 04/07/2026 FORTUNA ACE HARDWARE 406177 Janitorial Supplies - CH/PD/PW 5.46 84607 04/07/2026 FORTUNA ACE HARDWARE 405516 Paint/Glue Gun/Glue Sticks - Parks 25.82 84607 04/07/2026 FORTUNA ACE HARDWARE 405516 Paint/Glue Gun/Glue Sticks - Parks 28.79 84607 04/07/2026 FORTUNA ACE HARDWARE 406171 Janitorial Supplies/Soil/Seed - Utilities 65.19 84607 04/07/2026 FORTUNA ACE HARDWARE 405382 Janitorial Supplies - CH/PD/CD/Library/Parks/RL/PW 17.28 84607 04/07/2026 FORTUNA ACE HARDWARE 405382 Janitorial Supplies - CH/PD/CD/Library/Parks/RL/PW 8.38 84607 04/07/2026 FORTUNA ACE HARDWARE 405382 Janitorial Supplies - CH/PD/CD/Library/Parks/RL/PW 8.38 84607 04/07/2026 FORTUNA ACE HARDWARE 405382 Janitorial Supplies - CH/PD/CD/Library/Parks/RL/PW 32.12 84607 04/07/2026 FORTUNA ACE HARDWARE 405382 Janitorial Supplies - CH/PD/CD/Library/Parks/RL/PW 84.38 84607 04/07/2026 FORTUNA ACE HARDWARE 405382 Janitorial Supplies - CH/PD/CD/Library/Parks/RL/PW 18.05 84606 04/07/2026 FORBUSCO LUMBER 48301 Picnic Table Repair Supplies - Parks 467.27 84607 04/07/2026 FORTUNA ACE HARDWARE 405382 Janitorial Supplies - CH/PD/CD/Library/Parks/RL/PW 55.2 84607 04/07/2026 FORTUNA ACE HARDWARE 405382 Janitorial Supplies - CH/PD/CD/Library/Parks/RL/PW 4.74 84604 04/07/2026 EUREKA OXYGEN CO DM26030128 Cylinder Rentals FY 25/26 38.48 84605 04/07/2026 FEDEX 9-221-13756 Lab Shipping Services 877.31 84606 04/07/2026 FORBUSCO LUMBER 48301 Picnic Table Repair Supplies - Parks -32.15 84604 04/07/2026 EUREKA OXYGEN CO DM26030128 Cylinder Rentals FY 25/26 38.5 84604 04/07/2026 EUREKA OXYGEN CO DM26030128 Cylinder Rentals FY 25/26 38.48 84604 04/07/2026 EUREKA OXYGEN CO DM26030128 Cylinder Rentals FY 25/26 38.48 84602 04/07/2026 COUNTY OF HUMBOLDT 033126 March Parking Fees 7 84602 04/07/2026 COUNTY OF HUMBOLDT 033126 March Parking Fees 15 84603 04/07/2026 CUTTER'S EDGE 167030 Supplies - General Services 70.07 84600 04/07/2026 CC CATERING 130659 Catering - Strategic Plan Workshop 137.5 84600 04/07/2026 CC CATERING 130659 Catering - Strategic Plan Workshop 137.5 84601 04/07/2026 CITY OF FERNDALE 033126 March Parking Fees 57.2 Expense Approval Report
CITY OF FORTUNA By (None)
Payment Dates 4/7/2026 - 4/7/2026
Payment Number Payment DateVendor Name Payable Number Description (Item) 84598 04/07/2026 ACCUSOURCEHR 90008 Pre-employment Background - M Fernandez 74.48 84599 04/07/2026 AQUA-METRICS SALES CO INV0113171 Water Meters 10443.45 Amount
84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 102.75 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 546.41 4/7/2026 4:15:17 PM Page 2 of 5
84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 14.78 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 63.09 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 712.89 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 33.57 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 93.78 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 150.84 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 196.57 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 891 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 230.3 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 198.56 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 321.64 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 549.65 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 15 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 199.77 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 12.74 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 26.99 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 265.27 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 151 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 150.84 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 311.66 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 16.99 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 78.27 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 143.44 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 9240.01 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 12.04 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 79.03 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 76.54 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 91.97 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 238.24 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 328.5 84625 04/07/2026 THATCHER COMPANY INC 2026250900234 Chlorine Tank Deposit Refund -1000 84626 04/07/2026 US BANK 8121359 Successor Agency Bond Admin Fee 2075 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 193.97 84624 04/07/2026 STAPLES BUSINESS CREDIT 7678171160 Cardstock/Plain Envelopes/Adding Machine Tape - CH 97.72 84625 04/07/2026 THATCHER COMPANY INC 2026250100856 Chlorine - WWTP 1000 84625 04/07/2026 THATCHER COMPANY INC 2026250100856 Chlorine - WWTP 3879.98 84622 04/07/2026 REMOTE SATELLITE SYSTEMS 135618 Police Satellite Phone Service FY 25/26 79 84623 04/07/2026 RON DUPRATT FORD 138151A Repair Parts - General Services 801.26 84623 04/07/2026 RON DUPRATT FORD 138860A Pump Assembly - PD 324.92 84621 04/07/2026 PACIFIC GAS & ELECTRIC CO 03266009 33454186009 14.29 84621 04/07/2026 PACIFIC GAS & ELECTRIC CO 03268568 41487528568 221.01 84621 04/07/2026 PACIFIC GAS & ELECTRIC CO 03268897 65641318897 14.61 84621 04/07/2026 PACIFIC GAS & ELECTRIC CO 03264490 91564484490 29.21 84621 04/07/2026 PACIFIC GAS & ELECTRIC CO 03264560 74193064560 66.4 84621 04/07/2026 PACIFIC GAS & ELECTRIC CO 03265284 40654195284 273.92 84621 04/07/2026 PACIFIC GAS & ELECTRIC CO 03262987 61444662987 19.73 84621 04/07/2026 PACIFIC GAS & ELECTRIC CO 03263322 79545763322 83.46 84621 04/07/2026 PACIFIC GAS & ELECTRIC CO 03264197 34609744197 453.38 84619 04/07/2026 OTIS ELEVATOR COMPANY 100402235546 Annual Maintenance Service Agreement - River Lodge 891.96 84620 04/07/2026 PACIFIC ECORISK 21254 NPDES Toxicity Testing 3461.4 84621 04/07/2026 PACIFIC GAS & ELECTRIC CO 03260527 59188610527 298.08 84618 04/07/2026 OPTIMUM APR26CH CH/PD/PW Wifi Service FY 25/26 58.34 84618 04/07/2026 OPTIMUM APR26PO Park/Rodeo Grounds Wifi Service FY 25/26 235.87 84618 04/07/2026 OPTIMUM APR26RL River Lodge Wifi Service Fy 25/26 276.43 84618 04/07/2026 OPTIMUM APR26CH CH/PD/PW Wifi Service FY 25/26 58.33 84618 04/07/2026 OPTIMUM APR26CH CH/PD/PW Wifi Service FY 25/26 58.34 84618 04/07/2026 OPTIMUM APR26CH CH/PD/PW Wifi Service FY 25/26 58.34 Expense Approval Report Payment Dates: 4/7/2026 - 4/7/2026 Payment Number Payment DateVendor Name Payable Number Description (Item) 84617 04/07/2026 NYLEX.NET 17255 Camera/Network Install - Council Chambers 262.5 Amount
84631 04/07/2026 WYCKOFF'S 207090 Coils/Tube Cutter/Nut/Sleeves/Sharpies - WWTP 194 84631 04/07/2026 WYCKOFF'S 207449 Adapter/Elbows/Union - Parks 27.51 Grand Total: 75515.2
4/7/2026 4:15:17 PM Page 3 of 5
84631 04/07/2026 WYCKOFF'S 204887 Hot Glue/Primer/PVC Pipe/Coupling - WWTP 74.97 84631 04/07/2026 WYCKOFF'S 205474 Wire/Caps/Plugs - WWTP 178.33 84631 04/07/2026 WYCKOFF'S 206135 Cleanout/Adapters/Couplings - Utilities 112.72 84630 04/07/2026 WILBER, KATRINA 082625 Monday Club Rental Refund - Event Cancelled 200 84631 04/07/2026 WYCKOFF'S 204315 Pump Float - Utilities 289.99 84631 04/07/2026 WYCKOFF'S 204488 Brass Nipple - Utilities 5.03 84629 04/07/2026 VERIZON WIRELESS 6139540500 SCADA Messaging Service FY 25/26 5.26 84630 04/07/2026 WILBER, KATRINA 082625 Monday Club Rental Refund - Event Cancelled 250 84630 04/07/2026 WILBER, KATRINA 082625 Monday Club Rental Refund - Event Cancelled -250 84628 04/07/2026 VALLEY PACIFIC PETROLEUM SERVICES, INC CL 26-970338 Fuel 3097.79 84628 04/07/2026 VALLEY PACIFIC PETROLEUM SERVICES, INC CL 26-970338 Fuel 1938.58 84628 04/07/2026 VALLEY PACIFIC PETROLEUM SERVICES, INC CL 26-970338 Fuel 1610.61 84628 04/07/2026 VALLEY PACIFIC PETROLEUM SERVICES, INC CL 26-970338 Fuel 1027.74 84628 04/07/2026 VALLEY PACIFIC PETROLEUM SERVICES, INC CL 26-970338 Fuel 140.32 84628 04/07/2026 VALLEY PACIFIC PETROLEUM SERVICES, INC CL 26-970338 Fuel 94.37 84628 04/07/2026 VALLEY PACIFIC PETROLEUM SERVICES, INC CL 26-970338 Fuel 1556.83 84628 04/07/2026 VALLEY PACIFIC PETROLEUM SERVICES, INC CL 26-970338 Fuel 544.39 84628 04/07/2026 VALLEY PACIFIC PETROLEUM SERVICES, INC CL 26-970338 Fuel 184.52 84628 04/07/2026 VALLEY PACIFIC PETROLEUM SERVICES, INC CL 26-970338 Fuel 6438.71 84628 04/07/2026 VALLEY PACIFIC PETROLEUM SERVICES, INC CL 26-970338 Fuel 303.43 84628 04/07/2026 VALLEY PACIFIC PETROLEUM SERVICES, INC CL 26-970338 Fuel 78.8 Payment Number Payment DateVendor Name Payable Number Description (Item) 84627 04/07/2026 US BANK CORP PAYMENT SYS 032326 March Cal Card Expenses 880 84628 04/07/2026 VALLEY PACIFIC PETROLEUM SERVICES, INC CL 26-970338 Fuel 79.34 Expense Approval Report Payment Dates: 4/7/2026 - 4/7/2026 4/7/2026 4:15:17 PM Page 4 of 5
100-7000-2000Travel, Conferences & Training 9240.01
100-7000-4100Travel, Conferences & Training 150.84
100-7000-5400Travel, Conferences & Training 311.66
100-7015-1150Dues & Subscriptions 16.99
100-7015-1600Dues & Subscriptions 26.99
100-7015-2000Dues & Subscriptions 402.31
100-6210-5450Internet Service 235.87
100-6505-4000Utility - General & Electric 19.73
100-6505-5450Utility - General & Electric 221.01
100-6505-5500Utility - General & Electric 66.4
100-6505-5600Utility - General & Electric 273.92
100-7000-1000Travel, Conferences & Training 143.44
100-5745-5450Vandalism Repair 37.68
100-5775-1500Network Support 262.5
100-5900-5450Tools & Small Equipment 78.27
100-6035-2000Personnel Services 112
100-6210-1500Internet Service 58.33
100-6210-2000Internet Service 58.34
100-5505-5450Vehicle Fuel & Oil 634.7
100-5565-5450Janitorial Supplies 1195.07
100-5715-2000Vehicle Repairs 403.95
100-5715-4100Vehicle Repairs 975.45
100-5740-5450Building Repair and Maintenance 27.51
100-5743-5450Pavilion Maintenance 28.79
100-5500-5500Department Supplies 89.84
100-5505-1500Vehicle Fuel & Oil 79.34
100-5505-2000Vehicle Fuel & Oil 6438.71
100-5505-2800Vehicle Fuel & Oil 303.43
100-5505-4000Vehicle Fuel & Oil 78.8
100-5505-4100Vehicle Fuel & Oil 1556.83
100-5500-2000Department Supplies 247.72
100-5500-2800Department Supplies 328.5
100-5500-3200Department Supplies 32.12
100-5500-4000Department Supplies 12.04
100-5500-4100Department Supplies 230.12
100-5500-5450Department Supplies 528.32
100-1683 Distributed Utilities 482.59
100-2405 Parking Fund-County 7
100-2410 Parking Fund-State 15
100-2415 Parking Fund - Ferndale 57.2
100-5500-1150Department Supplies 193.97
100-5500-1500Department Supplies 160.29
500 - Water Fund 16191.2
550 - Wastewater Fund 21520.2
590 - TDA Transit Fund 2490.61
891 - SA Bond Debt Fund 2075
Grand Total: 75515.2
Account Summary
Account Number Account Name Payment Amount
100-1680 Distributed Office Supplies 97.72
Expense Approval Report Payment Dates: 4/7/2026 - 4/7/2026 Report Summary
Fund Summary
Fund Payment Amount
100 - General Fund 28465.9
101 - Transaction and Use Tax Fund 381.09
120 - Development & Building Fund 891
160 - Riverlodge Fund 2058.59
189 - Measure Z Fund 1027.74
280 - Gas Tax Fund 413.84
**None** 75515.2
Grand Total: 75515.2
4/7/2026 4:15:17 PM Page 5 of 5
550-6505-6600Utility - General & Electric 83.46
590-5505-5000Vehicle Fuel & Oil 1610.61
590-7015-5000Dues & Subscriptions 880
891-6025-8200Professional Services 2075
Grand Total: 75515.2
Project Account Summary
Project Account Key Payment Amount
550-5505-6600Vehicle Fuel & Oil 1938.58
550-5555-6600Plant Chemicals 12122.1
550-5770-6600Percolation Pond 1338.48
550-6045-6600Laboratory Services 4580.71
550-6205-6700Cell Phones 5.26
550-6210-6700Internet Service 58.34
500-7000-6100Travel, Conferences & Training 712.89
500-7012-6100Certification 102.75
550-1310 Chemical Tank Deposits 0
550-5500-6500Department Supplies 151.2
550-5500-6600Department Supplies 1233.76
550-5500-6700Department Supplies 8.38
500-5500-6300Department Supplies 76.21
500-5505-6000Vehicle Fuel & Oil 94.37
500-5505-6100Vehicle Fuel & Oil 3097.79
500-5715-6100Vehicle Repairs 1245.95
500-5760-6100Water Meters 10443.5
500-6210-6300Internet Service 58.34
280-5505-4200Vehicle Fuel & Oil 140.32
280-5725-4200Traffic Signal Maintenance 93.78
280-6505-4200Utility - General & Electric 28.9
280-7000-4200Travel, Conferences & Training 150.84
500-5500-6000Department Supplies 193.11
500-5500-6100Department Supplies 166.34
160-5565-5800Janitorial Supplies 87.34
160-5705-5800Equipment Maintenance 891.96
160-6035-5800Personnel Services 74.48
160-6210-5800Internet Service 276.43
160-6505-5800Utility - General & Electric 298.08
189-5505-2000Vehicle Fuel & Oil 1027.74
101-5500-2850Department Supplies 196.57
101-5505-2000Vehicle Fuel & Oil 184.52
120-7000-3000Travel, Conferences & Training 891
160-2221 Monday Club Deposits 250
160-4320 Monday Club Rental Fees -50
160-5500-5800Department Supplies 230.3
100-7221-5400Break Camp Program 12.74
100-7230-5400Skating Program 198.56
100-7612-1100Contingency 548.12
100-7612-1800Contingency - Community Events 548.13
100-7612-2000Contingency 321.64
100-7616-1000Televised Meetings 549.65
Expense Approval Report Payment Dates: 4/7/2026 - 4/7/2026 Account Summary
Account Number Account Name Payment Amount
100-7015-3200Dues & Subscriptions 151
100-7015-5400Dues & Subscriptions 15
100-7215-5400Adult Sports 199.77
Amount
84641 04/14/2026 ECO MEDICAL 44401 Medical Waste Disposal 55.6 4/14/2026 2:17:14 PM Page 1 of 6
84638 04/14/2026 CUTTER'S EDGE 167197 Supplies - WWTP 68.97 84639 04/14/2026 DEPARTMENT OF JUSTICE 34814 BAC Analysis Service 350 84640 04/14/2026 EBERHARDT, MATT 033126 Per Diem 4.20 - 4.22 (CIRA Chief's Forum) 69 84636 04/14/2026 CAMPBELL, MICHAEL 030526 Park Deposit Refund 250 84637 04/14/2026 COLANTUONO, HIGHSMITH & WHATLEY, PC 70048 Land Use Legal Services 1295 84637 04/14/2026 COLANTUONO, HIGHSMITH & WHATLEY, PC 70216 Solid Waste Franchise Agreement Legal Services 7359 84634 04/14/2026 AT&T MOBILITY X040926 Cellular Service 468.13 84634 04/14/2026 AT&T MOBILITY X040926 Cellular Service 478.17 84635 04/14/2026 BEAR RIVER BAND OF ROHNERVILLE 033126 March Gym Membership 20 84634 04/14/2026 AT&T MOBILITY X040926 Cellular Service 1280.2 84634 04/14/2026 AT&T MOBILITY X040926 Cellular Service 213.18 84634 04/14/2026 AT&T MOBILITY X040926 Cellular Service 4.55 84634 04/14/2026 AT&T MOBILITY X040926 Cellular Service 40.93 84634 04/14/2026 AT&T MOBILITY X040926 Cellular Service 120.01 84634 04/14/2026 AT&T MOBILITY X040926 Cellular Service 329.73 84634 04/14/2026 AT&T MOBILITY X040926 Cellular Service 296.78 84634 04/14/2026 AT&T MOBILITY X040926 Cellular Service 1143.04 84634 04/14/2026 AT&T MOBILITY X040926 Cellular Service 90.96 84632 04/14/2026 AT&T 9011 25057162 9391062011 54.18
84632 04/14/2026 AT&T 9011 25057163 9391062012 48.42
84634 04/14/2026 AT&T MOBILITY X040926 Cellular Service 22.74 84632 04/14/2026 AT&T 9011 25057160 9391062009 179.97
84632 04/14/2026 AT&T 9011 25057161 9391062010 48.21
84632 04/14/2026 AT&T 9011 25057161 9391062010 89.53
84632 04/14/2026 AT&T 9011 25057135 9391061253 94.39
84632 04/14/2026 AT&T 9011 25057135 9391061253 18.88
84632 04/14/2026 AT&T 9011 25057160 9391062009 96.91
84632 04/14/2026 AT&T 9011 25057132 9391061250 19.83
84632 04/14/2026 AT&T 9011 25057133 9391061251 136.09
84632 04/14/2026 AT&T 9011 25057134 9391061252 256.68
84632 04/14/2026 AT&T 9011 25057127 9391061220 62.26
84632 04/14/2026 AT&T 9011 25057128 9391061221 31.91
84632 04/14/2026 AT&T 9011 25057131 9391061249 43.62
84632 04/14/2026 AT&T 9011 25057125 9391061218 92.61
84632 04/14/2026 AT&T 9011 25057126 9391061219 31.13
84632 04/14/2026 AT&T 9011 25057126 9391061219 31.13
84632 04/14/2026 AT&T 9011 25057121 9391061213 262.15
84632 04/14/2026 AT&T 9011 25057122 9391061214 31.91
84632 04/14/2026 AT&T 9011 25057124 9391061217 31.91
84632 04/14/2026 AT&T 9011 25057116 9391061208 31.91
84632 04/14/2026 AT&T 9011 25057117 9391061209 213.99
84632 04/14/2026 AT&T 9011 25057120 9391061212 31.91
84632 04/14/2026 AT&T 9011 25043627 9391082149 369.61
84632 04/14/2026 AT&T 9011 25043627 9391082149 369.62
84632 04/14/2026 AT&T 9011 25044774 9391083962 287.87
84632 04/14/2026 AT&T 9011 25043627 9391082149 2180.53
84632 04/14/2026 AT&T 9011 25043627 9391082149 1013.01
84632 04/14/2026 AT&T 9011 25043627 9391082149 629.71
84632 04/14/2026 AT&T 9011 25039609 9391061243 147.77
84632 04/14/2026 AT&T 9011 25039868 9391062358 64.48
84632 04/14/2026 AT&T 9011 25043627 9391082149 3908.96
Expense Approval Report
CITY OF FORTUNA By (None)
Payment Dates 4/14/2026 - 4/14/2026
Payment Number Payment DateVendor Name Payable Number Description (Item) 84632 04/14/2026 AT&T 9011 25039605 9391061237 54.76
84632 04/14/2026 AT&T 9011 25039605 9391061237 101.69
Amount
84675 04/14/2026 O'REILLY AUTOMOTIVE STORE 370135 Sensor - PD 93.06 84675 04/14/2026 O'REILLY AUTOMOTIVE STORE 370227 Oil Pan Gasket - Parks 77.94 4/14/2026 2:17:14 PM Page 2 of 6
84672 04/14/2026 NORTH COAST JOURNAL 2026149457 Recreation Leader Recruitment Advertising 112 84673 04/14/2026 NUNEZ, FRANCISCO 010526 Monday Club Deposit Refund 250 84674 04/14/2026 OPTIMUM APR26MC Monday Club Wifi Service FY 25/26 61.38 84671 04/14/2026 NORMAN'S DRY CLEANERS 26085-024-A River Lodge Linen Service 28 84671 04/14/2026 NORMAN'S DRY CLEANERS 26092-474-A River Lodge Linen Service 43.2 84672 04/14/2026 NORTH COAST JOURNAL 2026149358 Public Notice - Rent Stabilization Resolution 64.98 84669 04/14/2026 NCL OF WISCONSIN INC 533946 Lab Supplies -69.33 84669 04/14/2026 NCL OF WISCONSIN INC 533946 Lab Supplies 842.12 84670 04/14/2026 NORCAL AUTOBODY INC 6839 Unit #66 Body Repair - Utilities 1615.62 84667 04/14/2026 NAPA AUTO PARTS FORTUNA 97399 Grease/Release Coupler - WWTP 313.2 84667 04/14/2026 NAPA AUTO PARTS FORTUNA 97411 Release Coupler - WWTP 37.26 84668 04/14/2026 NATIVE SONS OF THE GOLDEN WEST 021926 River Lodge Deposit Refund 500 84666 04/14/2026 MISSION LINEN INDUS SERV 525772653 Wastewater Linen Service 65.05 84666 04/14/2026 MISSION LINEN INDUS SERV 525772663 Parks/Rink Linen Service 98.49 84666 04/14/2026 MISSION LINEN INDUS SERV 525778557 Paper Towels/Toilet Paper - WWTP 127.06 84666 04/14/2026 MISSION LINEN INDUS SERV 525768847 Urinal Screens - Parks 56.06 84666 04/14/2026 MISSION LINEN INDUS SERV 525772652 Corp Yard Linen Service 71.63 84666 04/14/2026 MISSION LINEN INDUS SERV 525772652 Corp Yard Linen Service 60.72 84664 04/14/2026 MERCER FRASER COMPANY 118806 Asphalt Concrete 411.76 84664 04/14/2026 MERCER FRASER COMPANY 118807 Asphalt/4000 PSI 478.83 84665 04/14/2026 MICROBAC LABORATORIES INC 187670 Lab Testing 806 84661 04/14/2026 KEENAN SUPPLY CO S014968581 Concrete Traffic Valve Boxes - Utilities 417.6 84662 04/14/2026 LEWIS RICE LLC 022626 River Lodge Deposit Refund 500 84663 04/14/2026 MCA DIRECT 2026130 Election Documents 85.48 84658 04/14/2026 INTERNAT'L INSTITUTE OF MUNCIPAL CLERKS040626 Annual Membership Renewal - S Emmons 195 84659 04/14/2026 JOHNSON, MIKE 040126 Per Diem 4.21 - 4.24 (Summit Conference) 573.4 84660 04/14/2026 KADLE, JASON 033126 Per Diem 4.20 - 4.22 (CIRA Chief's Forum) 69 84656 04/14/2026 HUMMEL TIRE & WHEEL 288462 Tire Repair - PD 180.32 84657 04/14/2026 INTERNATIONAL ACCREDITATION SRV INV0027050 ELAP Reassessment Service - WWTP 1250 84657 04/14/2026 INTERNATIONAL ACCREDITATION SRV INV0027050 ELAP Reassessment Service - WWTP 3750 84655 04/14/2026 HUMBOLDT TRANSIT AUTHORITY 9000 Bus Pass - Museum Curator 235.04 84655 04/14/2026 HUMBOLDT TRANSIT AUTHORITY 9243 Bus Pass - Museum Curator 232 84656 04/14/2026 HUMMEL TIRE & WHEEL 288409 Tires - Parks 413.37 84653 04/14/2026 HUMBOLDT COUNTY RECORDER 040926 Rehab Loan Payoff Recording Fees 49 84654 04/14/2026 HUMBOLDT HUMANE 2406062 Vet Services 225 84655 04/14/2026 HUMBOLDT TRANSIT AUTHORITY 8956 JPA Member Assessment FY 25-26 204554 84652 04/14/2026 HOWDEN USA COMPANY ARI/277188 Bearings/Gaskets - WWTP 1679.88 84652 04/14/2026 HOWDEN USA COMPANY ARI/278327 Shaft-Locks/Washers/Seal Slinger - WWTP -24.99 84652 04/14/2026 HOWDEN USA COMPANY ARI/278327 Shaft-Locks/Washers/Seal Slinger - WWTP 318.84 84650 04/14/2026 GROCERY OUTLET 040226 Break Camp Meal Supplies 90.73 84651 04/14/2026 H&S ENERGY GROUP HCL-05663826 Car Wash Services - PD 21 84652 04/14/2026 HOWDEN USA COMPANY ARI/277188 Bearings/Gaskets - WWTP -143.93 84650 04/14/2026 GROCERY OUTLET 032526 Coffee Creamer - River Lodge 10.98 84650 04/14/2026 GROCERY OUTLET 032626 Salt/Pepper/Sponges - River Lodge 36.24 84650 04/14/2026 GROCERY OUTLET 032926 Detergent - Kennel 45.97 84647 04/14/2026 FREEDOM FUEL 1015884 Equipment Fuel 70.8 84648 04/14/2026 GHD INC 380-0089253 Kenmar Interchange PS&E 66219.97 84649 04/14/2026 GOVERNMENT FINANCE OFFICE 3134462 Data-Driven Decision Making Training - Felmlee 150 84646 04/14/2026 FORTUNA ROTARY CLUB 042925 River Lodge Deposit Refund 250 84647 04/14/2026 FREEDOM FUEL 1015723 Equipment Fuel 56.7 84647 04/14/2026 FREEDOM FUEL 1015732 Equipment Fuel 43.51 84644 04/14/2026 FORTUNA ACE HARDWARE 406467 Top Soil - Utilities 19.68 84644 04/14/2026 FORTUNA ACE HARDWARE 406536 Paint/Paint Supplies - Streets 85.4 84645 04/14/2026 FORTUNA KIWANIS 030226 Park Deposit Refund 250 84643 04/14/2026 FEDEX 9-240-29635 Lab Shipping Service 347.67 84644 04/14/2026 FORTUNA ACE HARDWARE 406313 Tape/Pins/Hedging Shears - Parks 30.07 84644 04/14/2026 FORTUNA ACE HARDWARE 406439 Plunger w/Holder - Library 59.11 Expense Approval Report Payment Dates: 4/14/2026 - 4/14/2026 Payment Number Payment DateVendor Name Payable Number Description (Item) 84642 04/14/2026 ECOLAB 6358630076 River Lodge Sanitizer Chemicals FY 25/26 219 Amount
84689 04/14/2026 WOODS PEST CONTROL 1375634 Police Pest Service FY 25/26 85 84690 04/14/2026 YOUNT, TROY 032326 Monday Club Deposit Refund 500 Grand Total: 362958.19
4/14/2026 2:17:14 PM Page 3 of 6
84688 04/14/2026 USABLUEBOOK INV01006006 Acetate Buffer - WWTP 586.26 84689 04/14/2026 WOODS PEST CONTROL 1375462 City Hall Pest Services FY 25/26 90 84689 04/14/2026 WOODS PEST CONTROL 1375511 Parks Pest Service FY 25/26 150 84687 04/14/2026 US BANK EQUIPMENT FINANCE 579766734 Printer Lease FY 25/26 324.23 84687 04/14/2026 US BANK EQUIPMENT FINANCE 579766734 Printer Lease FY 25/26 253.75 84688 04/14/2026 USABLUEBOOK INV00998247 Foam Buster Packets - WWTP 459.26 84685 04/14/2026 THE PEOPLE OF NEW DIRECTIONS 4267 Encampment Clean-up Services 775 84686 04/14/2026 TRACTOR SUPPLY CREDIT PLAN 12243 Kennel Supplies 16.41 84687 04/14/2026 US BANK EQUIPMENT FINANCE 579766734 Printer Lease FY 25/26 831.73 84683 04/14/2026 STAPLES BUSINESS CREDIT 7676718409 Notepads - Recreation 24.07 84684 04/14/2026 TECHOME INNOVATIONS 1165 Audio Equipment/Labor - River Lodge 13092.1 84684 04/14/2026 TECHOME INNOVATIONS 1166 Audio Equipment/Labor - River Lodge 3478.25 84681 04/14/2026 RECOLOGY EEL RIVER 775814 Debris Disposal 121.6 84681 04/14/2026 RECOLOGY EEL RIVER 775830 Debris Disposal 172.8 84682 04/14/2026 SHERLOCK RECORDS MANAGEMENT 4828 Finance Record Storage Service FY 25/26 50 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03269729 17524449729 113.33 84679 04/14/2026 PEOPLEFACTS LLC 2026030141 Pre-employment Credit Checks - PD 43.11 84680 04/14/2026 RAILFAN SPECIALTIES 7412 Museum Resale Items 264.92 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03269457 99509569457 1.09 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03269507 47733469507 872.42 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03269662 43566719662 174.72 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03266357 27889626357 21942.01 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03267872 67125257872 10.14 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03268379 51382078379 482.03 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03265127 43154195127 45.73 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03265729 75033105729 137.4 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03266230 40689526230 378.34 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03263881 58771943881 1887.68 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03263994 28883393994 7.95 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03265020 63983385020 59.26 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03262716 23664592716 3.2 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03262970 93570722970 36.66 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03263045 45859733045 108.25 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03261965 88771941965 20.68 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03262034 98154202034 223.3 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03262501 10129392501 261.84 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03260729 95900010729 102.42 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03260906 78346610906 17 84677 04/14/2026 PACIFIC GAS & ELECTRIC CO 03261200 81934311200 101.71 84675 04/14/2026 O'REILLY AUTOMOTIVE STORE 371045 Flex Plate - Parks 91.29 84676 04/14/2026 PACE SUPPLY CORP 211305176 Marking Paint/Couplings - Utilities 204.87 84676 04/14/2026 PACE SUPPLY CORP 211305176 Marking Paint/Couplings - Utilities 492.95 Payment Number Payment DateVendor Name Payable Number Description (Item) 84675 04/14/2026 O'REILLY AUTOMOTIVE STORE 370818 Rear Main Seal - Parks 32.01 84675 04/14/2026 O'REILLY AUTOMOTIVE STORE 370819 Filters - Parks 97.02 Expense Approval Report Payment Dates: 4/14/2026 - 4/14/2026 100-6210-5450Internet Service 1013.01
100-6220-2000CLETS Service 287.87
100-6305-1400Publication Expense 64.98
100-6505-2800Utility - General & Electric 113.33
4/14/2026 2:17:14 PM Page 4 of 6
100-6205-3200Cell Phones 90.96
100-6205-4000Cell Phones 40.93
100-6205-4100Cell Phones 120.01
100-6205-5450Cell Phones 329.73
100-6210-1500Internet Service 3908.96
100-6210-2000Internet Service 3460.73
100-6035-5400Personnel Services 112
100-6200-2000Telephone 686.96
100-6200-5400Telephone 319.72
100-6205-1100Cell Phones 22.74
100-6205-1500Cell Phones 296.78
100-6205-2000Cell Phones 1143.04
100-5740-1500Building Repair and Maintenance 90
100-5740-2000Building Repair and Maintenance 85
100-5740-5450Building Repair and Maintenance 150
100-6020-1400Legal Services 1295
100-6025-1200Professional Services 50
100-6025-2000Professional Services 43.11
100-5565-5450Janitorial Supplies 154.55
100-5705-1500Equipment Maintenance 831.73
100-5705-2000Equipment Maintenance 324.23
100-5705-5450Equipment Maintenance 253.75
100-5715-2000Vehicle Repairs 294.38
100-5715-5450Vehicle Repairs 711.63
100-5500-4100Department Supplies 71.63
100-5500-5400Department Supplies 24.07
100-5500-5450Department Supplies 30.07
100-5500-5500Department Supplies 59.11
100-5500-5600Department Supplies 467.04
100-5505-5450Vehicle Fuel & Oil 171.01
Grand Total: 362958
Account Summary
Account Number Account Name Payment Amount
100-1684 Distributed Telephone 408.27
100-2220 Refundable Park Deposits 500
100-2460 Sales Tax Payable -238.25
100-5500-2800Department Supplies 62.38
210 - Solid Waste Fund 7414.6
270 - STIP/TEA Fund 66220
280 - Gas Tax Fund 372.67
500 - Water Fund 7374.18
550 - Wastewater Fund 33178
590 - TDA Transit Fund 204585
670 - Rancho Bueno Vista Fund 7.95
671 - Kenwood Meadows Fund 36.66
825 - Unrestricted Housing Loan Fund 49
Expense Approval Report Payment Dates: 4/14/2026 - 4/14/2026 Report Summary
Fund Summary
Fund Payment Amount
100 - General Fund 20084
101 - Transaction and Use Tax Fund 775
120 - Development & Building Fund 232.06
160 - Riverlodge Fund 22069.6
165 - Museum Exhibit Fund 264.92
200 - Storm Drainage Fund 294.4
590-6200-5000Telephone 31.13
590-6620-5050Humboldt Transit 204554
670-6505-6505Utility - General & Electric 7.95
671-6505-6510Utility - General & Electric 36.66
4/14/2026 2:17:14 PM Page 5 of 6
550-6045-6600Laboratory Services 806
550-6200-6500Telephone 305.77
550-6205-6700Cell Phones 478.17
550-6210-6700Internet Service 369.62
550-6505-6600Utility - General & Electric 22134.8
550-6605-6600Lab Permit Fees 3750
500-6605-6000Lab Permit Fees 1250
550-5500-6500Department Supplies 492.95
550-5500-6600Department Supplies 1588.09
550-5525-6500Asphalt 411.76
550-5557-6600Lab Supplies 842.12
550-5720-6600Equipment Repair 1998.72
500-5715-6100Vehicle Repairs 1615.62
500-6045-6000Laboratory Services 347.67
500-6200-6100Telephone 96.39
500-6205-6300Cell Phones 468.13
500-6210-6300Internet Service 369.61
500-6505-6000Utility - General & Electric 1956.09
270-6005-9978Engineering Services 66220
280-5500-4200Department Supplies 85.4
280-6505-4200Utility - General & Electric 287.27
500-5265-6100Miscellaneous Benefits 20
500-5500-6000Department Supplies 68.97
500-5500-6100Department Supplies 1181.7
160-6505-5800Utility - General & Electric 1887.68
160-8000-5800Capital Outlay 16570.4
165-5550-5610Gift Shop Purchases 264.92
200-6618-4310SWMP Implementation 294.4
210-5735-5300Janitorial Services - HHW 55.6
210-6025-5300Professional Services 7359
160-6200-5700Telephone 31.91
160-6200-5800Telephone 409.2
160-6205-5800Cell Phones 4.55
160-6210-5700Internet Service 61.38
160-6210-5800Internet Service 629.71
160-6505-5700Utility - General & Electric 137.4
120-6205-3000Cell Phones 213.18
160-2221 Monday Club Deposits 750
160-2222 River Lodge Deposits 1250
160-5546-5800Catering - Other 47.22
160-5565-5800Janitorial Supplies 71.2
160-5575-5800Kitchen Chemical 219
100-7000-2000Travel, Conferences & Training 138
100-7015-1150Dues & Subscriptions 195
100-7221-5400Break Camp Program 90.73
100-7400-2800Miranda's Rescue 225
101-6025-2000Professional Services 775
120-6200-3000Telephone 18.88
Account Summary
Account Number Account Name Payment Amount
100-6505-5450Utility - General & Electric 425.96
100-6600-2000State Fees 350
100-6710-1400County Election 85.48
100-7000-1000Travel, Conferences & Training 573.4
100-7000-1200Travel, Conferences & Training 150
Expense Approval Report Payment Dates: 4/14/2026 - 4/14/2026 4/14/2026 2:17:14 PM Page 6 of 6
Account Summary
Account Number Account Name Payment Amount
825-6025-7200Professional Services 49
Grand Total: 362958
Project Account Summary
Project Account Key Payment Amount
**None** 362958
Grand Total: 362958
Expense Approval Report Payment Dates: 4/14/2026 - 4/14/2026 Consent Agenda Item 3i
STAFF REPORT
Consent Agenda Item
DATE: April 20, 2026
TO: Honorable Mayor and Council Members
FROM: Kaylyn Stainbrook, Parks and Recreation Director
THROUGH: Amy Nilsen, City Manager
SUBJECT: Approval of Donated Stage Project in Rohner Park STAFF RECOMMENDATION:
Accept the donation of a new stage in Rohner Park and authorize the Parks and Recreation Director to collaborate with Fortuna Noon Rotary regarding stage specifications.
EXECUTIVE SUMMARY:
Following the 2025 Special Event season, representatives of the Chamber of Commerce, Fortuna Noon Rotary, and the City of Fortuna discussed adding a stage in Rohner Park to better support live music and community events such as Movies in the Park. Fortuna Noon Rotary confirmed its support and willingness to execute the project. In December 2025, the Parks and Recreation Commission reviewed the proposal and expressed consensus in support. Prior to proceeding with planning, staff seeks City Council approval.
FISCAL IMPACT:
No fiscal impact.
RECOMMENDED COUNCIL ACTION:
Approve Staff’s recommendation to accept the donation of a new stage in Rohner Park and authorize the Parks and Recreation Director to collaborate with Fortuna Noon Rotary regarding stage specifications. Consent Agenda vote.
ATTACHMENTS:
• Map indicating approximate location of new stage
Consent Agenda Item 3j
STAFF REPORT
Consent Agenda Item
DATE: April 20, 2026
TO: Honorable Mayor and Council Members
FROM: Katey Schmidt, Senior Planner
THROUGH: Amy Nilsen, City Manager
SUBJECT: Professional Services Agreements with Planwest Partners, Inc. for the Fortuna 2060 General Plan Update
RECOMMENDED ACTION:
1. Authorize the City Manager to execute a professional services agreement with Planwest Partners, Inc., in an amount not to exceed $846,036 for preparation of the Fortuna 2060 General Plan Update, including CEQA documentation through an Addendum to the certified Program EIR.
2. Approve the supplemental budget request in the amount of $200,000 for fiscal year 2025-
26. 3. Authorize the City Manager to execute amendments to the agreements that reduce costs and approve minor non-substantive amendments.
EXECUTIVE SUMMARY:
Every city and county in California is required to adopt a General Plan for its future development.
The contents of the Plan are defined by the California Government Code Section 65300 et. seq., and include the preparation of chapters (called “elements”) addressing land use, transportation, housing, open space, conservation, safety, noise, and environmental justice. A city or county without a general plan cannot lawfully regulate or approve land use, making zoning actions vulnerable to invalidation.
The Fortuna General Plan along with a Program Environmental Impact Report (PEIR) were adopted in 2010. The plan had a horizon year of 2030. As such, it does not meet the City’s need for a forward-thinking 30-year plan that addresses issues of the future of the city’s economy, as well as other state requirements. Therefore, the City of Fortuna issued Requests for Proposals (RFPs) for preparation of the Fortuna 2060 General Plan Update and the 2027–2035 Housing Element Update. Following evaluation of proposals and consultant interviews, staff recommend awarding both contracts to Planwest Partners, Inc. based on the firm’s qualifications, experience with California planning law, familiarity with the City, and demonstrated capacity to deliver legally compliant planning documents.
Based on City direction and interviews conducted on March 19, 2026, Planwest submitted a revised scope of work refining the project approach. Revisions include a phased work program, enhanced public engagement strategies, concurrent zoning updates, and preparation of a CEQA Consent Agenda Item 3j
Addendum to the City’s existing certified Program EIR rather than a new environmental impact report.
BACKGROUND:
The Fortuna 2060 General Plan Update will modernize the City’s long-range land use and policy framework through the year 2060, ensuring consistency with evolving State requirements related to housing, climate resilience, environmental justice, and public safety. The update includes revisions to all required General Plan elements, coordinated zoning code and map amendments, and updated implementation programs.
The City’s General Plan must include, but is not limited to the following:
• AB 32 (Greenhouse Gas Reduction)
• SB 375 (Sustainable Communities)
• AB 1358 (Complete Streets)
• AB 162 / SB 5 / AB 70 / AB 156 (Flood & levee protection laws) • SB 1207, SB 1241 (Fire hazard/Safety Element requirements) • SB 226 (Infill CEQA streamlining)
• SB 743 (VMT transportation impact standards)
• SB 1462 (Infrastructure financing tools)
• AB 1739 (Sustainable Groundwater Management)
• AB 52 (Tribal Consultation)
• SB 379 (Climate adaptation/Safety Element update)
• SB 32 (2030 GHG reduction target)
• SB 1000 (Environmental Justice Element—if applicable to Fortuna) • AB 747 & SB 99 (Evacuation route analysis & Safety Element updates) • SB 1035 (Periodic Safety Element review)
• SB 932 (Active Transportation Safety Integration)The General Plan Update will include preparation of an Environmental Justice (EJ) Element pursuant to SB 1000, if required based on identification of disadvantaged communities in accordance with state law. Consultant shall assist the City in confirming EJ applicability and developing EJ policies and programs as needed.
Consent Agenda Item 3j
PROCUREMENT AND SELECTION
An RFP was issued in January 2026 and evaluated using criteria identified in the RFP, including consultant qualifications, project understanding, approach, public outreach strategy, schedule, and cost. Following proposal review and interviews, Planwest Partners, Inc. ranked highest. The recommended consultant demonstrated strong familiarity with the City of Fortuna and extensive experience with General Plan updates throughout California.
SCOPE OF SERVICES
The General Plan Update scope includes project management, comprehensive public engagement (including neighborhood walking audits), existing conditions analysis, preparation of updated General Plan elements, concurrent zoning code and map updates, preparation of a CEQA Addendum, and support for Planning Commission and City Council hearings.
FINANCIAL IMPACT
The total estimated cost for the Fortuna 2060 General Plan Update is $846,036 and will come from reserves. For fiscal year 2025-26 the total supplemental budget request is $200,000, with the remaining funds to be budgeted in the fiscal year 2026-27 budget during the regular budget process. These funds were reserved in the General Fund through the fiscal year 2025-26 budget process for this very purpose. Staff will continue to work with the consultant to reduce costs when possible and in addition staff have applied to the Community Development Block Grant program for $261,035 to fund a portion of the General Plan update and offset the total cost to the General Fund.
RECOMMENDED COUNCIL ACTION:
Approve a $200,000 Supplemental Budget Request and authorize the City Manager to execute a professional services agreement with Planwest Partners Inc. for the Fortuna 2060 General Plan Update. Consent Agenda vote.
ALTERNATIVE TO STAFF RECOMMENDATIONS:
To not approve the contract. This would leave the Community Development staff without the necessary resources to complete a state-mandated General Plan, leaving the City without the ability to regulate or approve land use. It should be noted; no California jurisdictions prepare the General Plan “in house” due to its magnitude and complexity.
ATTACHMENTS:
1. General Plan 2060 Update Proposal from Planwest Partners
2. Supplemental Budget Request
3. Professional Services Agreements with Planwest Partners, Inc. for the Fortuna 2060 General Plan Update
FORTUNA GENERAL PLAN UPDATE
REVISED SCOPE
4/13/2026
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5.0 SCOPE OF SERVICES – REVISED 4.13.26
The Scope of Work Section provides the services that we propose to provide in response to our understanding of the City’s needs and our March 19, 2026 interview. The City’s current visioning process will be a key consideration to our approach for this work moving forward and will guide what the focus of this update should be. We aim to provide the City with clear, concise documents, policy recommendations, and code updates, that will be implemented moving forward and will not just “sit on the shelf”. Therefore, we propose a phased approach with each phase being informed by the prior phase.
This may require flexibility and re-scoping of later phases as more outreach and information is developed. Revisions to the original scope are summarized below:
• Task 1 Project Management was left the same and we acknowledge that project management meetings may not be needed every other week. When there is nothing to discuss or items that can be coordinated via email we will cancel, at other times we may need sequential meetings to ensure we can meet timelines. The check-in meeting schedule will remain fluid. • Task 2 Public Engagement Strategy remains similar with the following updates. The neighborhood walking meetings/ audit was incorporated into Task 2.1 and expanded outreach for zoning code.
• Task 3 Existing Conditions and Trends slightly reduced scope of baseline technical studies as they are not needed to support a new EIR.
• Task 4 General Plan Update was left largely intact because we will still need to do updates (especially Safety Element); however, there may be opportunity to refine as the project progresses. Our expectation is that we can do surgical amendments to the existing general plan rather than a wholesale re-write. Much of the existing document can be reformatted into the new General Plan which will save cost and time.
• Task 5 Zoning Code & Map Updates. Zoning updates will be concurrent with general plan amendments and will address the City’s list of already identified needed updates and develop design guidance for focus areas. This effort has been augmented to include design guidance for the focus areas so that the resulting zoning code is clear and communicates the expectation of the city for future development. The zoning code will also provide an accelerated approval process for projects that demonstrate consistency with the community’s vision for the focus areas.
• Task 6 Environmental Review was revised to eliminate preparing a new EIR and includes preparing an Addendum to the existing certified PEIR.
• Task 7 Adoption Hearings and Final General Plan and Zoning Amendments. Revised to reflect CEQA Addendum and concurrent adoption of zoning code amendments.
Specifically, we recommend taking a phased approach with each task informing the next. For example, the ongoing visioning and general plan goal setting will inform the level of updates for each general plan element and land use alternatives, which will also inform the focus areas and zoning code updates, which will determine the level of potential environmental review required. Proposed phases are listed below:
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Phase 1
• Task 1: Project Initiation and Management
• Task 2: Public Engagement Strategy
• Task 3: Existing Conditions & Trends
Phase 2
• Task 4: General Plan Update
• Task 5: Zoning Code & Map Updates
Phase 3
• Task 6: Environmental Review
• Task 7: Adoption Hearings
This section describes the scope of services to be completed by the Planwest Team for the Fortuna General Plan 2060 Update. The scope emphasizes key components of our revised approach to this project based on our March 19, 2026 interview and discussion with City staff. We are flexible regarding the proposed scope of work and can work with you to refine the scope if desired when we enter a contract. The scope below and associated costs are included as a starting point, however, as each phase is completed there may be adjustments to scope and costs to best meet the community stated priorities and the City’s needs.
TASK 1 PROJECT INITIATION &MANAGEMENT
Task 1.1 Coordination and Communication
To maintain project momentum and keep with the proposed work schedule, the Planwest Team recommends reoccurring project management meetings every other week throughout the life of the project, as needed. These meetings would typically consist of one half-hour video call or in-person meeting to check in on progress of on-going tasks and to plan/coordinate the upcoming weeks and may be cancelled if there are no significant updates. In times of concentrated production, the meetings may be scheduled to last for one hour. The meetings will likely always include the Planwest Project Manager and the City’s Project Manager. Key technical staff from the consulting team will attend in times of concentrated production of specific tasks. The Project Manager may invite key City staff as desired. The Planwest Team will request the presence of City technical staff (such as Public Works specialists) for some meetings. The Planwest Team will provide a brief agenda, status report, and updated schedule brief for the meetings.
Planwest is committed to staying within budget and on schedule and meeting the proposed timeline. The proposed schedule is designed to ensure sustained staff involvement in the process, allow for meaningful public participation, allocate sufficient opportunity for information and status updates to staff and decision makers, and provide adequate time for staff and the project team to respond to data requests and review products. The schedule considers efficiencies and tasks that can be done concurrently to move the project forward as quickly as possible. We will maintain an up-to-date schedule throughout the project to ensure that staff is apprised of project status and that all team members are aware of upcoming meetings and deliverable due dates.
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Task 1.2 Kick-off Meeting and Working Session
Planwest Team representatives will coordinate and lead a collaborative kick-off meeting/working session with City staff. The kick-off portion of the meeting will include a comprehensive review of the scope/schedule/budget and refine roles and responsibilities and expectations for schedule, process, and work products. At this meeting, we will review existing background data and identify ways in which City staff and Planwest can most effectively work as a team, discussing possible opportunities to streamline the process and implementation. The meeting will provide an opportunity to fine-tune Planwest’s suggested work plan and make any needed changes to our scope and budget. The work plan will be finalized based on review and input received at the kick-off meeting including task phasing, milestone and deliverable schedule.
As part of the kick-off meeting, Planwest will discuss the outreach strategy with City staff to ensure we are building on and incorporating the ongoing visioning work the City is currently engaged in. We will also discuss the role and composition of the General Plan Advisory Committee (GPAC). This session will also be used to vet potential “big ideas” and strategic directions that could shape the overall framework and long-term vision of the General Plan Update.
Task 1.3 Existing Data and Document Review
Prior to the kick-off meeting and working session, the team will conduct a comprehensive collection, review, and analysis of existing data, documents, and background materials. This effort will establish a clear regulatory and policy baseline and identify all information relevant to the General Plan Update.
Findings will be synthesized into a single, well-organized guiding matrix that will be used throughout the project to ensure coordination and integration of applicable regulations, guidelines, and existing plans.
This upfront analysis will provide a strong foundation for subsequent project tasks, supporting efficiency, consistency, and informed decision-making throughout the update process.
Task 1 Deliverables
Refined Work Plan, Outreach Plan, and Schedule based on discussion. Memo to City staff summarizing outstanding data gaps/needs and identification of associated staff partners.
TASK 2 PUBLIC ENGAGEMENT STRATEGY
The General Plan public engagement strategy outlined below is intended to complement and incorporate the community values identified in the Strategic Plan and community co-created General Plan Update guidance and priorities during Spring of 2026. The community values, vision, and priorities will provide the foundation for all engagement and General Plan Update tasks. The Planwest Team will further refine these values into a shared community vision extending to the year 2060. Engagement is integrated throughout the project and is structured to maximize efficiency through shared use of materials, graphics, document libraries, web content, surveys, and presentation tools. Accordingly, other tasks throughout this scope reference and build upon this task.
The Planwest Team will design and implement a comprehensive and inclusive public engagement program. Our approach includes seeking genuine participation from a diverse group of community members and organizations in a meaningful way through community events, an online presence, and multiple means of input. Engagement activities will be designed to ensure that community input is Planwest Partners Inc.
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clearly documented and carried forward into goals, policies, and implementation strategies throughout the General Plan.
The Planwest Team will work closely with City staff to refine engagement strategies, confirm the anticipated number of meetings, and align engagement activities with the project schedule and budget identified in this proposal. The public engagement program outlined below will be flexible so we can adjust as needed to expand our reach to the community. This approach involves a mix of advisory committee meetings, public workshops, targeted interviews/focus groups, and formal public hearings, as well as, a mix of in-person and virtual engagement to reach all sectors of the City’s population. The public engagement strategy includes the following.
Task 2.1 Citywide Engagement and Workshops
A series of up to five workshops will be conducted at different stages of the process such as: overall project and approach, focus area design standards, General Plan element goals and policies, implementation, and release of the draft documents. Meetings may include workshops, open houses, study sessions, and formal hearings, and will be conducted in in-person, virtual, or hybrid formats to maximize accessibility and participation. The Planwest Team will facilitate up to five public workshops related to the General Plan Update and associated environmental documentation. Workshops will be designed to solicit broad community input, refine the community vision, and gather feedback on key policy directions and alternatives. The Planwest Team will prepare workshop materials, facilitate discussion, document public input, and summarize outcomes for incorporation into the General Plan Update. Workshops and events could include, but may not be limited to:
• Visual preference surveys (density ranges, development types, etc.) • Asking the community for photos to use in GP documents • Online public opinion survey to gather community input to help inform various sections of the General Plan Update focus areas and design
• Interactive polling and live surveys with real-time feedback • Neighborhood walk audits or “walking meetings” to inform the zoning code • Get targeted feedback on specific topics and public workshops • Pop-up events
Neighborhood Walking Meetings/Audits
Neighborhood Walking Meetings and Audits will be conducted as place-based engagement activities designed to gather real-time community input on neighborhood conditions, opportunities, and constraints. These guided site walks will be facilitated by the consultant team in coordination with City staff and will invite residents, business owners, and stakeholders to evaluate topics such as pedestrian and bicycle safety, accessibility, land use compatibility, infrastructure conditions, public spaces, and neighborhood character. Walking audits allow participants to identify issues and opportunities directly within the built environment, fostering practical, solutions-oriented dialogue that may not emerge in traditional meeting settings. Observations and participant feedback will be documented through field notes, photographs, and mapping tools, with key themes synthesized and incorporated into General Plan policies, mobility planning, capital improvement priorities, and implementation strategies. One outcome of the audits(s) will be modified zoning requirements that help implement the community vision. This can include photographs of key design details, graphics showing building relationships, Planwest Partners Inc.
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massing, heights and similar design detail, and of course parking, and signage. These special areas of the City will be highlighted in the zoning ordinance to help consideration of future projects.
Task 2.2 Stakeholder Interviews or Focus Groups
Planwest will coordinate with City staff to identify key stakeholder groups and any targeted engagement needs, including groups that may not typically participate in planning processes. This may include, as appropriate:
• Residents across neighborhoods and demographic groups (including renters, seniors, youth, and households with limited time or access to online engagement) • Local businesses and employers, including downtown and corridor businesses • Fortuna Chamber of Commerce
• Community-based organizations and service providers
• Civic groups and institutions (schools, faith-based organizations, community centers) • Environmental and transportation interest groups
• Tribes and tribal stakeholders, consistent with City protocols and applicable requirements • Major infrastructure and utility providers, as needed to support coordination on land use, circulation, and public facilities topics
• Developers who have and/or would like to develop projects in the City • Property owners likely to be affected by potential land use map, zoning map, or implementation ordinance changes
Focus groups will be convened as a targeted engagement strategy to gather detailed, qualitative input from key community constituencies and stakeholder groups that may not be fully represented through traditional workshops or surveys. These small-group sessions will be facilitated in person or virtually and structured around guided discussion prompts tied to General Plan topics such as land use, economic development, mobility, housing, environmental justice, and community services. Participant groups may include business owners, youth, seniors, Tribal representatives, environmental organizations, housing advocates, and service providers, among others. Focus groups are intended to supplement broader public engagement by surfacing lived experiences, identifying priority issues, and testing policy concepts in a collaborative setting, with findings synthesized and incorporated into plan alternatives, policy development, and implementation strategies.
Task 2.3 General Plan/ Technical Advisory Committee
Planwest will support the formation and ongoing coordination of a General Plan/ Technical Advisory Committee (GP TAC) or Advisory Group (GP TAG) as an advisory body throughout the update process who can help refine land use and planning concepts. The GP TAC/GP TAG will provide iterative community-based input and guidance on policy direction and draft General Plan content, zoning code amendments, and design standards. The number and scope of meetings will be determined at the kickoff and each meeting will have an agenda and anticipated outcomes to respect volunteer’s time. Planwest will participate in up to five GP TAC/GP TAG meetings at key stages throughout the process noting revisions or recommendations generated from GPAC input. For each GPAC/GPAG meeting, Planwest will prepare and provide one hard copy and one electronic copy (Microsoft Word format) of agendas and/or informational handouts provided to the GPAC.
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Task 2.4 Project Branding and Media
To engage a broad cross section of the Fortuna community, Planwest’s approach is to first identify the audiences the City needs to reach and then provide clear, accessible invitations and materials that facilitate participation. Planwest will begin by working with City staff to enhance the City’s existing venues for public engagement(including social media: https://www.facebook.com/CityofFortuna/), and to establish and maintain a project website created and maintained by Planwest or a landing page on the City’s website that serves as the public clearinghouse for General Plan 2060 information. This data hub will post project milestones, meeting notices, materials, recordings (as appropriate), summaries of public input, and ways to provide ongoing feedback such as surveys. Planwest will provide recommended webpage content, graphics, meeting materials, and plain-language summaries generated through the engagement activities described in this scope.
Building on the project webpage, Planwest will support City staff with a coordinated publicity campaign intended to reach a wide range of residents, businesses, and community groups. Media and information materials will be made available in Spanish as feasible. Support may include:
• Dedicated website (or landing page on the City’s website) • Draft content for City social media posts and meeting reminders • Flyer templates for community distribution (City facilities, libraries, local businesses, community centers, and other common gathering points)
• Draft content for press releases and community calendar listings • Draft talking points for radio or local media interviews and civic club (or other type of meeting) presentations, if pursued by the City
• Informational videos for posting on YouTube, City website, Facebook, and other platforms. • Behind-the-scenes coordination support to help staff schedule engagement announcements and distribute materials through established local channels Task 2.5 Planning Commission and City Council Joint Study Session The Planwest Team will assist the City with compiling everything above for a joint meeting with the Planning Commission and City Council to review the community engagement results and solicit further input on their preferences for the City’s future growth and development. The Planwest Team will present technical content, respond to Commissioner and Council inquiries, and facilitate structured discussion to refine policy direction. This study session complements the Planning Commission and City Council hearings on both the Draft and Final General Plan and environmental documentation. Outcomes from the joint session will be documented and translated into actionable revisions to the Draft General Plan and zoning amendments, ensuring policy alignment prior to formal hearings and adoption proceedings.
Task 2 Deliverables
Public Engagement and Communications Strategy
Stakeholder database, general outreach contact list, and GPAC contact list Launch of a dedicated General Plan Update website
Ongoing website content management
Draft and Final Public Announcement Content (Word/PDF) Platform-ready outreach materials
GPAC meeting agendas, presentation materials, and facilitation guides Up to 5 facilitated public workshops
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Up to 4 neighborhood walking meetings/audits
Notification content for document releases
Meeting summaries and participant feedback
TASK 3 EXISTING CONDITIONS&TRENDS
Task 3.1 Existing Conditions Mapping
For this task, the Planwest Team will review existing data including GIS layers to identify what new data needs to be collected. Planwest has a robust GIS database for Fortuna from prior work completed for the City. The comprehensive dataset generated for this project will include a range of constraints, existing infrastructure, zoning, land use, and amenities. This data will be available for basemaps and figures for all other tasks throughout this project, including GPU, EIR, and all associated public engagement activities (including the website and social media platforms).
Task 3.2 Existing Conditions Summary Memos
Public Facilities, Services, and Infrastructure
Our team will compile data on infrastructure, resources, services, and facilities related to water supply and delivery, wastewater collection and disposal, stormwater drainage, solid waste and recycling, energy and telecommunications, law enforcement, fire protection, health care, schools, and education, and government services. We will also assess if the General Plan must include information related to recent State mandates (SB 244) that require cities to identify service needs for disadvantaged communities identified via California Environmental Protection Agency (CalEPA) and CalEnviroScreen
4.0 data.
Circulation, Transportation, & Vehicle Miles Traveled (VMT) GHD’s team of transportation planners, engineers, and modelers will compile data and information on roadway segments, transit services, and bicycle and pedestrian facilities. This evaluation will build on GHD’s previous effort in developing the city’s 2021 Local Road Safety Plan (LRSP) and VMT analysis for the Mill District Specific Plan. We will prepare a concise summary of existing mobility conditions, including updating available background data where relevant, U.S. Census travel mode data, and summarizing collision data and safety recommendations from the LRSP. Our evaluation analyzes multimodal conditions, vehicle miles traveled (VMT) and the provision of complete streets, including opportunities and constraints for bicycle, pedestrian, motor vehicle, and transit travel. We will summarize key data and information on roadway segments, transit services, and bicycle and pedestrian facilities. GHD will also prepare a detailed description accompanied with maps and graphics illustrating the roadway system, bicycle and pedestrian facilities, and transit routes and stops.
Additionally, GHD will conduct an emergency evacuation analysis consistent with AB 747, in coordination with City staff. The analysis will evaluate evacuation route capacity under City‑defined scenarios using population and employment data from the HCAOG model and will include recommendations for strategic evacuation measures, as appropriate. Findings will be summarized in a memorandum with supporting maps for City review.
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Biological Resources
GHD will prepare a robust, CEQA-ready biological resources overview to support the General Plan Update. Work will include compiling data on sensitive habitats, principal vegetation communities, jurisdictional features, and special-status species across the Planning Area and proposed annexation areas. Primary data sources—such as regional habitat conservation plans, CNDDB and USFWS records, and existing City biological studies—will be integrated into a single, coherent baseline. This consolidated biological baseline will inform relevant General Plan elements, guide policy development, and provide foundational technical support for the EIR Addendum. This scope does not include biological or wetland delineation field work. The biological technical memo will rely on existing information.
Greenhouse Gases & Air Quality
GHD will prepare a clear, CEQA-ready assessment of existing air quality and greenhouse gas (GHG) conditions for the General Plan Update. Our team will compile and synthesize current air quality data for Fortuna and the surrounding region, including the location of sensitive receptors, major emissions sources, existing mass emissions inventories, and ambient pollutant concentrations from the most representative monitoring stations. We will also summarize applicable attainment designations and describe local natural and meteorological factors that influence pollutant transport and dispersion.
In addition, GHD will establish a defensible GHG baseline by reviewing available emissions data, regional climate action planning documents, and state regulatory frameworks relevant to long-range planning. The resulting consolidated baseline will inform development of updated General Plan policies, and support consistency with state climate mandates.
Task 3.3 Economic Baseline Report and Strategic Economic Assessment
RSG will prepare an economic baseline report, conduct a strategic economic assessment, and develop Economic Development Element goals and policies. A detailed scope of work is available by request and summarized here. For the Economic Baseline Report RSG will compile and review relevant City specific data, regional economic studies and reports, and will analyze current economic conditions and trends including:
• Industry Analysis: Employment by industry sector, industry concentration analysis using location quotients, industry growth trends (10 years), comparison to Humboldt County, region, and state
• Labor Force Analysis: Labor force size and participation rates, unemployment trends, commute patterns and labor shed, wage levels by industry
• Demographic Trends: Population trends and forecasts, age distribution and household composition, educational attainment, income levels and poverty rates • Business Base: Number and type of business establishments, business formation and closure trends, major employers inventory
RSG will also conduct a fiscal conditions analysis, commercial real estate market assessment and analyze Fortuna’s role in the regional economy. The above information along with stakeholder input and key informant interviews as described in Task 2 will be complied into the Economic Baseline Report.
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RSG will then prepare a Strategic Economic Assessment that will include a comprehensive Strengths, Weaknesses, Opportunities, and Threats (SWOT) analysis, analyze industry/sector opportunities most suitable for Fortuna, identify strategies to enhance City revenues, and analyze key issues affecting economic development.
Task 3.4 Environmental Justice / SB 1000
Environmental Justice Background Memo
As part of the General Plan Update it is customary to compile information about disadvantaged communities, and community heal in general. This information, such as found in CalEnviroScreen, can then be used in the development of policies and programs. Other regional or local documents can also be used to understand exposure to environmental hazards and inform the plan accordingly. One example is the information that will be generated from the Safety Element Update, or the existing Local Hazard Mitigation Plan. As this information is used to discuss and develop general plan policies, recognizing the issues and solutions in a summary memo is an efficient use of resources.
SB 1000 Compliance Appendix
Pursuant to SB 1000, an Environmental Justice Element, or related goals and policies, shall be included in a city general plan if the city has a disadvantaged community. The Environmental Justice Element must identify areas that are disadvantaged and include relevant policies to protect these communities. Some of this analysis is done as part of the Housing Element update and if needed can be expanded into formal element, or summary of policies that address environmental justice as allowed by the law. Ideally environmental justice policies exist throughout the general plan and this task is as simple as identifying them and including an appendix or ‘index’ as to where the policies can be found.
Upon completion of the administrative draft of the General Plan, PlaceWorks will draft an SB 1000 appendix that explains where policies that help the City follow the requirements of the law can be found.
This document will be an appendix to the General Plan. Following staff review, PlaceWorks will prepare the final version for publication with the General Plan and consideration during hearings. This information will be incorporated into the existing conditions report for the General Plan. Opportunities for policies and programs will also be offered.
Task 3.5 Safety Element Technical Studies
Prepare Climate Change Vulnerability Assessment
State law requires local governments to prepare a climate change vulnerability assessment (vulnerability assessment) as part of general plan updates to identify local vulnerabilities to climate change and to inform preparation of climate adaptation and resiliency goals, policies, and actions. The PlaceWorks team will prepare the vulnerability assessment for Fortuna to be consistent with State guidance and regional resources, including the California Adaptation Planning Guide. We will rely on the most accurate and up-to-date science on the effects of climate change, using best available and approved State resources, including Cal-Adapt and the California Climate Assessment, local studies and reports, and all other relevant sources, such as the Caltrans District 1 Climate Change Vulnerability Assessment. The vulnerability assessment will include three primary steps: 1) identification of climate hazards, populations, and assets; 2) vulnerability scoring of each applicable climate hazard and asset; and 3) a summary of the results. PlaceWorks will prepare a list of all hazards, populations, and assets to be assessed based on our understanding of the conditions in Fortuna, State and regional guidance, and best practices. The PlaceWorks team will use the hazards, populations, and community assets to Planwest Partners Inc.
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evaluate how vulnerable the community is to climate change hazards. These results will be translated into a vulnerability score, ranging from low (minimum vulnerability) to very high (severe vulnerability).
We will work closely with City staff to ground truth the results of the climate vulnerability assessment to ensure that the assessment accurately reflects community. The results of the scoring will be integrated into the Safety Element Background Report.
Safety Element Background Report and Mapping
The PlaceWorks team will prepare a comprehensive Safety Element Background Report concurrently with the Vulnerability Assessment that will provide hazard-specific information and details to meet Government Code requirements. The Background Report will provide an overview of the applicable regulatory frameworks, the City and regional emergency management processes and programs, and natural and human-caused hazards affecting the city, including geologic and seismic hazards. Hazards addressed will include all hazards identified in the 2025 Humboldt County Operational Area Hazard Mitigation Plan (geologic and seismic hazards (including earthquakes and landslides), flooding (including dam failure), wildfire hazards, drought, severe weather (including extreme heat, extreme cold, wind, and severe weather), and any other hazards identified by the City, such as hazardous materials and aircraft hazards. Each hazard section will define the hazard and extent of the hazard, include applicable mapping of the hazard, provide an overview of historic occurrences, explain the likelihood of future occurrence, describe how climate change will affect the likelihood and severity of future occurrences. We will also include a section on disaster preparedness, response, and recovery. For this Report, we anticipate referencing relevant information in the 2025 Humboldt County Operational Area Hazard Mitigation Plan and pulling in the results from the Vulnerability Assessment where applicable.
The Report will also provide implications for the Safety Element update.
The California Government Code requires that the Safety Element includes up-to-date maps on flood hazards, wildfire hazards, and climate-related hazards. The PlaceWorks Geographic Information System (GIS) team will prepare a comprehensive set of maps for the Safety Element that will include data from the California Department of Forestry and Fire Protection (CAL FIRE), Federal Emergency Management Agency (FEMA), California Geological Survey (CGS), California Department of Water Resources (DWR), California Public Utilities Commission (CPUC), and other State or regional agencies. We will prepare a base map that identifies critical facilities and infrastructure essential for daily operations and emergency events, drawing from the HMP and existing Safety Element where possible. Once reviewed and approved by City staff, we will use the base map to create the hazard maps for the Background Report. After City staff review and provide a consolidated set of comments, PlaceWorks will add the maps into the Final Background Report and will integrate them into the updated Safety Element. As part of preparation of maps for the Safety Element, PlaceWorks will map evacuation routes and identify evacuation constrained residential parcels as directed by SB 99. In addition, this report will incorporate the findings of the Evacuation Capacity Study prepared by GHD.
Task 3.6 Existing General Plan Audit
The Planwest Team will audit all existing General Plan Elements and determine the level of necessary updates required for consistency with current state laws and general plan guidelines, and for consistency with overall community vision as documented in the recent Strategic Plan and associated listening campaign. We will identify any gaps in the existing Elements, including those created by recent changes to State legislation, existing or anticipated conditions in the city, or emerging best practices.
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The results of the audit will be discussed with City staff and presented to the General Plan Advisory Committee for concurrence on next steps and overall approach for updating each GP Element.
It appears there may be instances where implementation programs have not yet been realized, therefore we recommend focusing the General Plan Update on a clear implementable set of policies and programs. The policy review will determine what has been implemented and what is working in the city, and programs that can be added to meet the future needs of the community.
Task 3 Deliverables
GIS dataset
o Compiled spatial data depicting biological resources throughout the planning area and any proposed annexation areas.
Consolidated geodatabase of existing data that meet the City’s metadata and spatial specifications
o New data produced for this project
o Comprehensive Excel database
Map figures displayed in multiple formats, including print maps, PowerPoint, and/or other agreed-upon format to share with the public as part of the engagement activities. Economic Baseline Report
Strategic Economic Assessment
Existing Conditions Summary Report
o Draft and Final technical memorandums for Public Facilities, Services, and Infrastructure; Circulation, Transportation, and VMT; Biological Resources; and GHG and Air Quality (Word and PDF)
o By individual conditions topic, mitigation measures, if required, suitable for inclusion in the Mitigation, Monitoring and Reporting Program
Public Health Data Summary
Administrative Draft and Final SB 1000 Appendix for the General Plan Health and Safety Element:
o Virtual meetings with City staff and the project team to review draft deliverables (up to 2 online meetings)
o Administrative Draft and Final Memo identifying climate hazards, populations, assets (Word and PDF)
o Administrative Draft and Final Vulnerability Assessment (VA) Scoring Workbook (Excel) o VA summary for inclusion in Administrative Draft and Final Background Report (Word and PDF)
o Existing Plan Review Crosswalk (Excel)
o Policy Review Matrix (Word)
o Administrative Draft and Final Background Report (Word and PDF) o A set of draft PDF maps, including SB 99 constrained residential parcel analysis (electronic copy)
Existing General Plan Policy Audit memo/ matrix
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TASK 4GENERAL PLAN UPDATE
Currently the City’s General Plan has ten chapters/elements. Depending on the outcome of the City’s visioning and the Task 3.6 audit, there may be opportunity to consolidate and/or re-organize information without the loss of important content, goals, policies and programs. As previously noted, the City’s current visioning process will be a key consideration to our approach for this work moving forward and will guide what the focus of this update should be. The scope below and associated costs are included as a starting point, however, as each task is completed there may be adjustments to scope and costs to best meet the community stated priorities and the City’s needs Based on our initial review, many General Plan Elements may require only minor amendments, with the Land Use, Circulation, and Health & Safety elements requiring more extensive amendments, modeling, and environmental analysis. In addition, the existing Health & Safety Element includes Air Quality and Noise. Now that Safety Elements are required to be reviewed and updated at least every 8 years, we recommend the City consider how to streamline future updates and either create a new Air Quality and Noise Element or move these to another existing element. Environmental justice principles are proposed to be incorporated throughout the elements as appropriate. The work for this Task will comply with the California Government Code guidelines and requirements.
Task 4.1 Introduction
The General Plan update will contain an introductory chapter that communicates the City’s vision and the overarching intent and purpose of the General Plan. The introduction will address the structure of the plan and highlight the legal framework that drives comprehensive general planning in California. This section may also include the guiding principles setting forth the purpose and how the Plan will be used by the community and its various stakeholders.
Task 4.2 Land Use Element
How land is used greatly influences the overall day-to-day experience of Fortuna’s residents, workers, and visitors. The designated uses of land make Fortuna the “place” that it is and shape how it feels to the community. Accordingly, the Land Use Element is a pivotal keystone of the General Plan and all future planning efforts in the City. The Land Use Element will direct the location, form, and character of future physical development and economic growth, shaping where people will live, work, and play. Currently, Fortuna’s overall land use pattern is characterized by a mix of residential densities, commercial uses, industrial uses, public open space, and public infrastructure. The updated element will present the proposed pattern for the ultimate growth and development of the City for the General Plan horizon and will seek to ensure that land use planning reflects the community’s priorities for the growth of the City, conserves open spaces, and promotes sustainable lifestyles. Particular effort will be applied to key neighborhoods and opportunity sites, focusing on infill development to:
• Preserve open space and natural resource areas
• Increase local commercial uses and entertainment amenities and community gathering places • Enhance livability through development of neighborhood-serving commercial uses and parks • Generate residential uses that include an array of housing options • Produce a range of economic development and job-creation opportunities Working with the GPAC, staff, stakeholders, Council, and Commission, we will develop a “preferred alternative” for the Fortuna General Plan that is consistent with the general plan vision, City Council Planwest Partners Inc.
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direction, and community input. Once the preferred land use plan is chosen as the basis for CEQA analysis and the EIR Project Description, we will calculate the final buildout for the land use plan. Once the preferred alternative is selected by the City, any changes, additions, or deletions of land use categories or changes to respective densities and intensities may require additional modeling to derive buildout scenarios.
Task 4.3: Economic Development Element
Led by the RSG, the Planwest Team will prepare an update to the Economic Development Element to strengthen Fortuna’s long-term economic vitality, employment base, and fiscal sustainability. This effort will evaluate existing economic conditions, industry sectors, workforce characteristics, commercial and industrial land supply, and business climate factors influencing investment and job creation. Particular attention will be given to downtown revitalization, highway commercial activity, tourism, small business development, and the transition and reuse of legacy industrial areas, including opportunity sites such as the Mill District. The update will establish goals, policies, and implementation programs that support business retention and attraction, workforce housing alignment, infrastructure readiness, broadband access, and diversification of the local economy. Strategies will also address economic resilience, climate adaptation implications for industry, and coordination with regional economic initiatives.
Task 4.4: Housing Element
The Planwest Team recognizes that the Housing Element Update is being prepared concurrently under a separate contract. Planwest can provide technical coordination and policy integration support to the City and the selected Housing Element consultant to ensure consistency across the General Plan.
Task 4.5 Transportation & Circulation Element
The work in this task will be closely tied to Circulation, Transportation, & Vehicle Miles Traveled (VMT) technical study outlined in Task 3.2. By statute, the circulation element must correlate directly with the land use element, but also has direct relationships with other elements. The planning of the City’s transportation and circulation systems has substantial environmental, equity, justice, and ecological impacts that should be considered. The CGC mandates that the City must plan for a “balanced, multimodal transportation network that meets the needs…” of all members of the community. The Planwest Team will modify contents of the existing Transportation and Circulation Element and/or generate new content for the Element pursuant to CGC Section 65302(b).
Task 4.6: Natural & Cultural Resources
The Planwest Team will prepare an update to the Natural and Cultural Resources framework to reflect current environmental conditions, regulatory requirements, and conservation priorities affecting the City of Fortuna. This effort will evaluate biological resources, riparian and wetland habitats, water resources, air quality, agricultural lands, and energy conservation, with particular attention to the Eel River corridor, floodplain systems, and environmentally sensitive areas. The update will incorporate current State and regional resource management policies, climate resilience considerations, and sustainability best practices. The cultural resources component will address historic, archaeological, and Tribal cultural resources through policy updates aligned with CEQA, SB 18, and AB 52 consultation frameworks. Goals, policies, and implementation programs will focus on resource protection, habitat connectivity, climate adaptation, responsible land stewardship, and coordination with Tribal governments and regulatory agencies. Deliverables will include updated inventories, policy frameworks, and mapping of natural and Planwest Partners Inc.
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cultural resource areas to guide land use planning and environmental review over the General Plan planning horizon.
Task 4.7: Parks, Recreation, & Open Space Element
The Planwest Team will prepare an update of the Open Space Element pursuant to CGC Sections 65302(e) and 65560 for the comprehensive and long-range preservation and conservation of open space land within and adjacent to the City. The Open Space Element will include details regarding the preservation of natural resources, the managed production of resources, outdoor recreation, public health and safety, as well as tribal resources, within the context of related state and regional plans. This element will document properties for natural resource conservation, trails, public access, recreation, commercial timber harvesting, public water storage facilities, and wildlife conservation.
Task 4.8: Public Facilities & Services Element
The Team will update the Public Facilities Element to ensure targeted planning for priority development areas, and plan for upgrades to capital facilities to meet future growth demands. The Public Facilities & Services Element update will identify facilities required to address population buildout over the planning period. Specifically, the Element will document the city’s infrastructure systems and planned improvements related to water, wastewater, stormwater, and other public facilities based on recent planning documents. Infrastructure related to streets/ active transportation/ public transit and parks/ recreation/ community facilities would primarily be captured in the Transportation and Circulation Element and the Parks and Recreation Element, respectively. Public services and facilities administered by other public service providers will also be documented, such as fire protection, waste management or telecommunications.
Task 4.9: Health & Safety Element
Led by PlaceWorks, the Planwest Team will prepare a comprehensive update of the Health & Safety Element to incorporate the Governor's Office of Land Use and Climate Innovation’s (LCI, and formerly known as OPR) latest General Plan Guidelines for compliance with CGC Section 65302(g) and SB 375, including requirements to include climate change adaptation and resilience, extreme heat, and evacuation constraints, among others.
Existing Plan Review
The PlaceWorks team will review the existing Safety Element for consistency with General Plan requirements as codified in CGC Section 65302. The team will review the existing Safety Element and prepare recommendations for changes, including existing content that should be updated and content that should be added to comply with State law. We will identify any gaps in the existing Safety Element, including those created by recent changes to State legislation, existing or anticipated conditions in the city, or emerging best practices. The policy review will determine what has been implemented and what is working in the city, and programs that can be added to meet the future needs of the community.
Following review of the Safety Element and identification of updated and new content required for compliance with CGC Section 65302, the PlaceWorks team will review other existing plans, such as the 2025 Humboldt County Operational Area Hazard Mitigation Plan and County Emergency Operations Plan and associated annexes. We will review these plans and programs for best practices and for recent content that could be integrated into the updated Safety Element. PlaceWorks will prepare an existing plan review crosswalk, which will compare the Government Code requirements with the content in the Planwest Partners Inc.
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existing Safety Element, along with other hazard and adaptation planning documents, to identify gaps that can be addressed during the update process. The plan review crosswalk will provide recommendations on how to address regulatory gaps in the existing Safety Element, either through integration of existing technical studies and analyses, policies, or other content, as well as updates of existing information, and preparation of new analyses, maps, or content.
Safety Element Preparation
The PlaceWorks team will prepare an updated Safety Element that complies with all applicable State laws to protect public health, safety, and welfare of the City of Fortuna. Our approach to this update is to address key issues related to natural and environmental hazards in Fortuna while being responsive to the requirements of the California Government Code and State agencies. We will also preserve existing Safety Element policies as appropriate, revising existing policies where necessary based on the existing element policy review and crosswalk.
Goals, policies, and implementation programs will be responsive to local needs and meet requirements of the California Government Code. We emphasize a “no-regrets” approach that builds short- and longterm community resiliency and provides co-benefits, such as financial savings, conservation of natural resources, and improvements to public health. We will streamline the element by creating policies that address multiple issues of concern, including climate mitigation, environmental justice, and community health, and provide multiple benefits. The Safety Element will incorporate recommendations from the Evacuation Study prepared by GHD. The Safety Element will be a framework to support integration of the Humboldt County Operational Area Hazard Mitigation Plan, including the City’s Annex.
State Agency Review
PlaceWorks will coordinate with the Governor’s Office of Emergency Services (Cal OES), the Governor’s Office of Land Use and Climate Innovation Integrated Climate Adaptation and Resiliency Program, and the Department of Conservation’s California Geological Survey as necessary and appropriate. All state agency reviews should begin at least 90 days prior to the public hearings and adoption of the updated Safety Element. Based on current requirements and the absence of Very High Fire Hazard Severity Zones in the city, a formal consultation and review by CAL FIRE/Board of Forestry is not required, though we do recommend consultation and review with the County Office of Emergency Services and local CAL FIRE staff during preparation of the safety element and related studies.
Task 4.10: Community Design Element
The Planwest Team will prepare updates to the Design Element, which are anticipated to be primarily limited to policy around priority focus areas. The 2027-2035 Housing Element will help inform the updating of this Element, including providing opportunities for infill development of vacant and underutilized/re-developable properties in a way that allows for gradual, rather than drastic, changes from surrounding development density or type. Some of the greatest infill opportunities relate to the Mill District Specific Plan Area that have an opportunity to incorporate both industrial and commercial activities as well as standards for “Live/Work” and “Mixed Use” to maintain a predominantly commercial use while also providing housing units.
Task 4.11: Administration & Implementation Element
The team will prepare an update to the Administration and Implementation Element to establish a clear framework for executing, monitoring, and maintaining the General Plan over the planning horizon. This Planwest Partners Inc.
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effort will evaluate existing implementation programs, departmental responsibilities, funding mechanisms, and procedural tools used to carry out General Plan policies. The update will define roles, timelines, performance metrics, and reporting protocols to ensure accountability and transparency in plan implementation. The Element will also address interdepartmental coordination, capital improvement planning alignment, zoning and ordinance updates, development review procedures, and opportunities to leverage grants and external funding. Monitoring provisions will include guidance for annual reporting, plan amendments, and periodic comprehensive updates. Deliverables will include an updated implementation matrix, administrative procedures, and action-oriented programs designed to ensure the General Plan remains a functional and enforceable policy document.
Task 4.12: Draft General Plan
A large document such as the General Plan will take at least two rounds of City review. We envision the General Plan Advisory Committee and City staff will provide iterative review as each Element is drafted.
Once that process is complete, the General Plan document will be and assembled into a single document.
Administrative Draft General Plan
The Planwest Team will combine the draft elements into a single Administrative Draft General Plan for review by the City. Our scope and budget assume that City staff will circulate the document to the appropriate reviewers. To ensure that City staff comments are coordinated, we will work with staff to compile and consolidate the comments into a single document. Upon receipt of the comments we will make edits to the text and revise graphics in track change mode to address each comment directly or explain why a change may not be appropriate.
Public Review Draft General Plan
The Public ReviewDraftGeneral Plan will be provided to the City for reviewandwill be suitable for posting on the website and for discussion with the public before and during the consideration of the EIR.
Study Sessions with Planning Commission and/or City Council The Planwest Team will facilitate a study session and/or joint workshop with the City Council / Planning Commission to review the draft General Plan and zoning updates with the City’s support. The Planwest Team assumes this task includes up to two study sessions.
Task 4 Deliverables
Administrative Draft General Plan (Word and PDF and one hard copy) Public Review Draft General Plan (Word and PDF and one hard copy) Participation in up to 2 Study Sessions with the City Council and/or Planning Commission TASK 5 ZONING CODE &MAP UPDATES
Task 5.1 Priority Zoning Updates
In the RFP the City acknowledges there is a long list of inconsistencies, archaic concepts, and misalignments within the existing General Plan and Zoning Code that should be addressed. Early on in the project we will review the current zoning ordinance with staff and stakeholders to outline changes considered essential, and other changes that have been identified.
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We will update the zoning code concurrent with the General Plan text to ensure consistency in review.
As we update the General Plan, we will note the situations where additional amendments to the zoning ordinance will be needed. All recommended amendments will be incorporated into the overall zoning ordinance update. The zoning code may need to reference development standards and may include development requirements that were traditionally part of design review or conditional use process. We will also include zoning discussions as appropriate in the public outreach process to make efficient use of resources.
Task 5.2: Targeted Zoning Updates for Focus Areas
The City recently completed a Listening Campaign that identified an emerging vision of the city that includes strong community character and a small-town feel balanced with economic vitality and local opportunity. PlaceWorks will engage with community members to identify what elements of the built environment and land uses contribute to the desired community character, and develop strategies to implement these through land use, zoning code, and design guidelines.
After the community vision and focus areas are defined, targeted zoning and design standards will be developed to define how the City wants those areas to look. Not necessarily a full form-based code but community-aligned design elements for buildings and public realm. These key elements could either be in the development code, or referenced to an outside design requirement. One thing to consider is a streamlined approval process where if applicants follow the design criteria they can have a ministerial approval. The code would also contain a pathway for projects that wish to choose another path where they would have to explain to the Planning Commission and Council why/how their project fits in with the community vision.
Community Walking Tours
PlaceWorks will lead two or three walking tours of focus areas, including Downtown, to identify what elements of the built environment and streetscape are most desirable and can be replicated, as well as some that are less successful. We will work with City staff to develop a handout for participants that include maps with the route, destinations, and key features, as well as discussion questions and space for participants to note their observations. PlaceWorks will facilitate discussion with the group and will provide a summary of these tours that includes participants’ observations, photographs, and observed constraints and opportunities.
Urban Design and Land Use Recommendations
PlaceWorks will review existing land use and design guidance for the focus areas to identify existing barriers to desired character and land uses. Based on the community vision and market analysis we will develop design guidance for the focus areas and identify opportunities to integrate these into city policy and regulations. Our goal will be to increase design quality while streamlining development approval processes. We will also provide recommendations on near-term activation strategies and public realm improvements that can help support focus area vitality.
Task 5 Deliverables
Administrative Draft Zoning Updates (Word and PDF and one hard copy) Public Review Draft Zoning Updates (Word and PDF and one hard copy) Final Zoning Code for City Adoption (Word and PDF and one hard copy) Planwest Partners Inc.
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TASK 6 ENVIRONMENTAL REVIEW
We believe that the existing EIR still has value and with an Addendum, may continue to provide service to the City for this work effort. As we understand it the City does not want to expand land areas beyond those evaluated in the EIR. As the General Plan EIR effectively evaluated development within this perimeter we can Addend it to reflect the anticipated changes to the downtown and focus area land use pattens and leave the City with an adequate document suitable for tiering and CEQA §15183 streamlining. There is no expiration date on an EIR, only whether it continues to inform the public of the probable environmental impacts associated with future actions. As a programmatic document, the Addendum would only need to cover changes in state law, local conditions, or ordinances that would apply to impacts. We believe that much of this evaluation structure is in place, and applicable to future projects, thus obviating the need for a new EIR. However, if land use changes are proposed that could result in potential environmental impacts not previously identified, a scope and budget amendment may be required.
Task 6.1 CEQA Kick-off and Project Management
The PlaceWorks’ CEQA team will manage all aspects of the environmental review for the General Plan update, working in close collaboration with the General Plan team and coordinating with staff to understand the project and build-in future streamlining opportunities. Working with staff, PlaceWorks will also be responsible for consulting and coordinating with local and State agencies relative to the environmental review process, as necessary.
At the outset of this task, PlaceWorks will participate in a CEQA kick‑off meeting to review project objectives and the level of detailed analysis anticipated. At the kick-off meeting, we will coordinate existing, available information, identify data needs and gaps, further define roles and responsibilities, set a protocol for communication, and discuss the timeline.
Following the task kick-off meeting, through publication of the CEQA document, we will hold meetings with staff and other team members, as needed. These meetings would be in addition to regular email and phone communication between project team members. PlaceWorks will attend up to 6 virtual meetings, which we anticipate to be 30 minutes on average, but could be up to an hour at peak times in the CEQA process.
Task 6.2 Administrative Draft Addendum to the Certified PEIR The Administrative Draft Addendumwill be submitted to City staff for review and comment. Upon receipt of a consolidated set of comments from the City on the Administrative Draft, PlaceWorks will reconcile comments received and prepare a second screen check Draft Addendum for review.
Technical Studies and Analysis
The Addendum will rely on technical studies prepared by GHD under Task 3. GHD will also prepare CEQA- consistent, program level analysis for the EIR sections associated with their Task 3 technical memorandums which may include:
Public Facilities, Services, and Infrastructure:
GHD will develop a programmatic analysis of public facilities, services, and infrastructure as part of the CEQA environmental review, consistent with CEQA Guidelines and appropriate for long-term general plan policy planning.
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Circulation and Transportation:
GHD will utilize the transportation significance criteria and Vehicle Miles Traveled (VMT) thresholds applied to the Mill District Specific Plan for evaluation of the General Plan. Results will be documented in a technical memorandum supporting the Circulation and Transportation chapter of the Addendum.
Biological Resources:
GHD will prepare a biological technical memo that supports the GPU and CEQA analysis. This task will include the compilation of existing biological information including data regarding sensitive habitats, vegetation communities, wetlands, and special-status species across the Planning Area. This consolidated biological baseline information will inform relevant General Plan elements, guide policy development, and provide necessary information for the EIR Addendum.
Air Quality/GHG Analysis:
GHD will prepare a CEQA-consistent, program-level air quality and GHG analysis for the City of Fortuna GPU, aligned with applicable air district guidance and SB 32 climate targets.
Task 6.3 Public Draft Addendum
The public Draft Addendum will be reviewed as part of PlaceWorks’ quality assurance/quality control policy to confirm all comments and edits have been addressed and the document has all attachments, draft notices, and appendices as referenced in the text. The Addendum will meet applicable California Accessibility Standards. Upon City approval of public draft version, distribution and posting will be consistent with CEQA Guidelines. No defined public review period is required, however we can work with the City to post on the City’s website and provide notice to interested parties prior to adoption. Digital files of the Addendum and appendices, as a whole and as individual chapters, will be posted so they can be easily uploaded to the City’s website.
Task 6.4 Staff Report and Resolution
PlaceWorks will prepare a draft staff report, findings, and resolution for adoption. PlaceWorks will submit the draft findings and resolution for one round of review by staff.
Task 6 Deliverables
Detailed project schedule(Word/Excel and PDF)
Draft and Final Project Description, incorporating comments received (Word and PDF) Administrative and Public Draft Addendum (Word and PDF, and 2 hard copies of Addendum) Attend Public comments hearing (in person)
Draft and revised staff report and resolution
Task 6 Assumptions
• The City will supply the Planwest team with all requested data, including GIS data. • The Planwest team to assist the City to distribute to the State Clearinghouse, and to Responsible and Trustee agencies. The City will post any legal notices in the newspaper and send the notice to interested parties.
• The City will pay NOD filing, County Clerk, and CDFW fees.
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TASK 7 ADOPTION HEARINGS AND FINALGENERAL PLAN AND
ZONING AMENDMENTS
Task 7.1 Adoption Hearings, and CEQA NOD
Staff from both Planwest and PlaceWorks will attend the Planning Commission and City Council hearings for consideration of the proposed project. PlaceWork’s focus will be to answer questions on the urban design zoning code and CEQA, and Planwest’s focus will be on the General Plan.
PlaceWorks will draft the Notice of Determination (NOD) for City use. Following the adoption of the EIR Addendum, and within five days of project approval, the City will need to submit to the County Clerk and pay all applicable filing fees at the time of posting. PlaceWorks’ budget does not include payment of any filing fees. If requested, PlaceWorks can file the NOD with the State Clearinghouse.
Task 7.2 Final General Plan & Zoning Amendments
Following the EIR public review and City adoption process, there may be minor, non-substantive changes to the General Plan that will need to be incorporated. The Planwest Team will work with the City to evaluate the changes against the EIR, determine whether any additional analysis is required, and then produce the adopted final version of the General Plan. This document will be posted on the City’s website. The Planwest team will also provide all digital files (GIS, PDF, Word, Excel) used to generate the General Plan so that the City has a complete copy of all materials.
Task 7 Deliverables
Draft and Final Planning Commission and City Council staff reports, findings, resolutions, and presentations (Word/PDF/PowerPoint).
Participation in Planning Commission hearing for recommendation and adoption of the General Plan 2060 and zoning amendments.
Participation in City Council hearings for CEQA adoption and the General Plan 2060 and zoning amendments.
Draft and Final Notice of Completion (NOC) and Notice of Determination (NOD) Final General Plan and zoning, Word document, pdf. version, and one print copy.
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PROFESSIONAL SERVICES AGREEMENT
CITY OF FORTUNA
PROFESSIONAL SERVICES AGREEMENT
This Agreement (“Agreement”) for professional services is made on April 9, 2026, between the City of Fortuna, a California municipality (“City”), and Planwest Partners Inc(“Consultant”).
1. Scope of Services. Consultant shall provide to City the professional services described in the Scope of Services, attached hereto as Attachment A and incorporated herein (the “Services”). Only the City’s governing body or the City Manager may authorize any change or addition to the Scope of Services specified in Attachment A.
Any such authorization shall be in writing and signed by the parties to be effective.
Consultant acknowledges that all documents created under this Agreement are public records and shall be provided to the City promptly upon request to comply with the California Public Records Act.
2. Term. This Agreement shall become effective on April 21, 2026 and shall continue in effect until the Services are completed, unless terminated sooner in accordance with Section 12 of this Agreement. Time is of the essence in respect to all provisions of this Agreement that specify a time for performance. City may suspend all or part of the work for its convenience upon written notice.
3. Compensation. For the full and satisfactory completion of the Services, City shall compensate Consultant on a Time and Materials as needed basis as described in Attachment B.
4. Prevailing Wage Laws. Services by persons deemed to be employees of Consultant possibly may be subject to prevailing wages under California Labor Code Sections 1770-1781. Consultant has the sole responsibility to comply with those requirements, should they apply. If a dispute based upon the prevailing wage laws occurs, Consultant, at its expense, shall indemnify, defend (including Consultant’s providing and paying for legal counsel for City), and hold harmless City, its officers, agents, employees, and representatives from and against all liability, claims, suits, demands, damages, fines, penalties, wages, costs, or expenses pertaining to the prevailing wage laws.
5. Payment. City shall pay Consultant for services satisfactorily provided during each calendar month within thirty (30) days following City receipt and approval of a detailed invoice. Amounts unpaid 30 days after receipt of the invoice shall bear interest from the date payment is due at the rate of one percent (1%) per month until paid. The invoice must include, at a minimum:
5.1 A description of the specific Services provided,
5.2 the name of the individual providing the Services,
5.3 the date(s) upon which the Services were provided,
5.4 the time spent providing the Services,
PROFESSIONAL SERVICES AGREEMENT
5.5 the amount due for the Services and the basis for calculating the amount due, and
5.6 an itemized summary of Allowable Reimbursable Expenses.
6. Independent Contractor.
6.1 Consultant understands and acknowledges that Consultant is an independent contractor, not an employee, partner, agent, or principal of City. This Agreement does not create a partnership, joint venture, association, or employeremployee relationship between the Parties. At its own expense, Consultant is responsible for providing compensation; employment benefits; disability, unemployment, and other insurance; workers’ compensation; training; permits and licenses; and office space for Consultant and for Consultant’s employees and Subconsultants. Consultant has, and shall retain, the right to exercise full control over the employment, direction, compensation, and discharge of all persons whom Consultant uses in performing the Services under this Agreement. Consultant shall provide the Services in Consultant’s own manner and method, except as this Agreement specifies. Consultant shall treat a provision in Consultant Agreement that may appear either to give City the right to direct Consultant as to the details of doing the work, or to exercise a measure of control over the work, as giving Consultant direction only as to the work’s end result.
6.2 Consultant shall indemnify, defend (including Consultant’s providing and paying for legal counsel for City), and hold harmless City for any obligation; claim; suit; demand for tax or retirement contribution, including any contribution or payment to the Public Employees Retirement System (PERS); social security; salary or wages; overtime, penalty, or interest payment; or workers' compensation payment that City may be required to make on behalf of Consultant, an employee of Consultant, or any employee of Consultant construed to be an employee of City, for the work done under this Agreement.
7. Consultant’s Warranties.
7.1 Consultant warrants that all Services provided under this Agreement shall be performed in accordance with generally accepted professional practices and standards for Consultant’s profession in the state.
7.2 Consultant warrants that all Services provided under this Agreement shall be performed in accordance with applicable federal, state, and local laws and regulations.
7.3 Consultant warrants that Consultant has no present interest which would conflict in any manner with the performance of Services on the City’s behalf.
7.4 Consultant represents and warrants that it is now, and will remain for the duration of its Services, properly licensed, qualified, experienced, and equipped to perform the Services.
PROFESSIONAL SERVICES AGREEMENT
7.5 Consultant possesses the competence, experience, expertise, skill, facilities, equipment, personnel, financial wherewithal, and other resources necessary to perform this Agreement and the Services in a professional and competent manner.
7.6 Consultant represents and warrants that the Services and the sale or use of the Services shall not infringe, directly or indirectly, on any valid patent, copyright or trademark, and Consultant shall, at Consultant 's sole cost and expense, indemnify, defend and hold harmless the City from and against any and all claims and causes of action based on alleged or actual infringements thereof.
7.7 These warranties shall survive the expiration or termination of this Agreement, and are in addition to any warranties provided by law. No payment to Consultant for any Services performed hereunder (including, without limitation, final payment) shall constitute a waiver of any Claims by the City against Consultant relating to the Services.
7.8 Consultant shall comply with the City of Fortuna Conflict of Interest Code and the California Political Reform Act and applicable regulations promulgated by the Fair Political Practices Commission.
7.9 Consultant shall perform all services in accordance with the degree of care and skill ordinarily exercised by professionals in the same field and locality under similar circumstances, as required by Civil Code § 2782.8.
8. Notice. Any notice, billing, or payment required by this Agreement must be made in writing, and sent to the other party by personal delivery, U.S. Mail, a reliable overnight delivery service, facsimile, or by e-mail as a .pdf (or comparable) file. Notice is deemed effective upon delivery unless otherwise specified. Notice for each party shall be given as follows:
City: City of Fortuna
Attn: City Manager
P.O. Box 545
Fortuna, CA 95540
Phone: (707) 725-1410
Email: [email protected]
Consultant: Planwest Partners Inc.
670 9th St #201
Arcata, CA 95521
9. Indemnity.
9.1 General. For purposes of the following indemnification provisions, the phrases “design professional” and “design professional services” shall have the same
PROFESSIONAL SERVICES AGREEMENT
meaning as set forth in California Civil Code section 2782.8. If any term, provision or application of this Section 9 is found to be invalid, in violation of public policy or unenforceable to any extent, such finding shall not invalidate any other term or provision of this Section 9 and such other terms and provisions shall continue in full force and effect. If there is any conflict between the terms, provisions or application of this Section 9 and the provisions of California Civil Code Sections 2782 or 2782.8, the broadest indemnity protection for the City under this Section 9 that is permitted by law shall be provided by Consultant.
9.2 Indemnification for Design Professional Services Claims. Consultant shall indemnify, defend and hold harmless the City, its governing board, directors, officers, employees, and agents against any claims that arise out of, or pertain to, or relate to the negligence, recklessness, or willful misconduct of Consultant, its employees, subcontractors, and agents in the performance of design professional services under this Agreement, excepting only liability arising from the sole negligence, active negligence or willful misconduct of City, or defect in a design furnished by City, but in no event shall the amount of such Consultant’s liability exceed such Consultant’s proportionate percentage of fault as determined by a court, arbitrator or mediator, or as set out in a settlement agreement. In the event one (1) or more defendants to any action involving such claim or claims against City is unable to pay its share of defense costs due to bankruptcy or dissolution of the business, Consultant shall meet and confer with the other parties to such action regarding unpaid defense costs. Notwithstanding the foregoing, for any direct claims initiated by the City exclusively against Consultant unrelated to, and without limitation on, Consultant’s indemnity or defense obligations for third-party claims, Consultant will not be obligated to provide the City a defense for the direct claim but, in the event the City prevails in such direct claim, Consultant shall be subject to Section 15.13, below, concerning the the reimbursement of its reasonable attorneys’ fees and court costs.
9.3 Indemnification for All Other Claims or Loss. For any claim, loss, injury, damage, expense or liability other than claims arising out of Consultant’s performance of design professional services under this Agreement (e.g., those types of claims usually covered by general liability insurance or automotive liability insurance), Consultant shall indemnify, defend and hold harmless City, its governing board, directors, officers, employees, and agents against any claim for loss, injury, damage, expense or liability resulting from or alleging injury to or death of any person or loss of use of or damage to property, arising from or related to the performance of services under this Agreement by Consultant, its employees, subcontractors, or agents, excepting only liability arising from the sole negligence, active negligence or willful misconduct of City, or defect in a design furnished by City.
9.4 Indemnification Not Limited by Availability of Insurance; Survival. The obligations set forth in this Section 9 (including, without limitation, the indemnification and defense obligations) are not limited by any limitation on the amount, coverage or type of damages available under any applicable insurance policy held by Consultant and
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shall survive the expiration or early termination of this Agreement with respect to any liability subject to the indemnity obligations created by this Agreement.
10. Insurance. Consultant shall comply with the Insurance Requirements for Professional Services, as described in Attachment C hereto and incorporated herein, during the Term of this Agreement.
11. Dispute Resolution. In the event that any dispute arises between the parties in relation to this Agreement, the parties agree to meet face to face as soon as possible to engage in a good faith effort to resolve the matter informally. In the event that any dispute arises between the parties in relation to this Agreement, and the dispute is not resolved by informal discussions, the parties agree to submit the dispute to mediation.
11.1 Either party may give written notice to the other party of a request to submit a dispute to mediation, and a mediation session must take place within sixty (60) days after the date that such notice is given, or sooner if reasonably practicable. The parties shall jointly appoint a mutually acceptable mediator. The parties further agree to share equally the costs of the mediation, except costs incurred by each party for representation by legal counsel.
11.2 Good faith participation in mediation pursuant to this Section is a condition precedent to either party commencing litigation in relation to the dispute.
11.3 Consultant shall continue to perform Services during any dispute or mediation unless the City directs otherwise in writing.
12. Early Termination.
12.1 Termination for Convenience. City may terminate this Agreement for convenience by giving ten (10) calendar days written notice to Consultant. In the event City elects to terminate the Agreement without cause, it shall pay Consultant for services satisfactorily provided up to the effective date of termination.
12.2 Termination for Cause. If either party breaches this Agreement by failing to timely or satisfactorily perform any of its obligations or otherwise violates the terms of this Agreement, the other party may terminate this Agreement by giving written notice ten (10) calendar days prior to the effective date of termination, specifying the reason and the effective date of the termination. Consultant shall be entitled to payment for all services satisfactorily provided up to the effective date of termination, except that the City may withhold from that payment the amount of costs the City incurred, if any, because of Consultant’s alleged breach of the Agreement.
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13. Work Product. Consultant’s pre-existing proprietary materials, software, models, and tools shall remain the property of Consultant, but Consultant grants the City a perpetual, royalty-free license to use any such materials included in the deliverables.
14. Audit. During this Agreement’s Term and for a period of four (4) years after the expiration, cancellation, or termination of this Agreement, or any extension of it, Consultant shall:
14.1 Keep and maintain, in their original form, all records, books, papers, or documents related to Consultant’s performance of this Agreement; and
14.2 Permit City or its authorized representatives, at all reasonable times, to have access to, examine, audit, excerpt, copy, photocopy, photograph, or transcribe all records, books, papers, or documents related to Consultant’s performance of this Agreement including, but not limited to: direct and indirect charges, and detailed documentation, for work Consultant has performed or will perform under this Agreement.
15. General Provisions.
15.1 Assignment and Successors. Neither party may transfer or assign its rights or obligations under this Agreement, in part or in whole, without the other party’s prior written consent. This Agreement is binding on the heirs, successors, and permitted assigns of the parties hereto.
15.2 Third Party Beneficiaries. There are no intended third party beneficiaries to this Agreement.
15.3 Nondiscrimination. Consultant shall comply with all applicable federal, state and local laws, rules and regulations regarding nondiscrimination in employment because of race, color, ancestry, national origin, religion, sex, marital status, age, medical condition, disability, or other prohibited basis. All nondiscrimination rules or regulations required by law to be included in this Agreement are incorporated by this reference.
15.4 Choice of Law and Venue. This Agreement shall be governed by California law, and venue shall be in the Superior Court for the county in which City is located, and no other place.
15.5 Severability. If any provision of this Agreement is determined to be illegal, invalid, or unenforceable, in part or in whole, the remaining provisions, or portions of the Agreement shall remain in full force and effect.
15.6 Amendment. No amendment or modification of this Agreement shall be binding unless it is in a writing duly authorized and signed by the parties to this Agreement.
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15.7 Provisions Deemed Inserted. Every provision of law required to be inserted in this Agreement shall be deemed to be inserted, and this Agreement shall be construed and enforced as though included. If it is discovered that through mistake or otherwise that any required provision is not inserted, or not correctly inserted, this Agreement shall be amended to make the insertion or correction.
15.8 Entire Agreement. This Agreement constitutes the final, complete, and exclusive statement of the terms of the agreement between the parties regarding the subject matter of this Agreement and supersedes all prior written or oral understandings or agreements of the parties.
15.9 Attachments. If any provision in any attachment to this Agreement conflicts with or is inconsistent with the provisions set forth in the body of this Agreement, the provisions set forth in the body of this Agreement shall control over the conflicting or inconsistent provisions in the attachment.
15.10 Waiver. No waiver of a breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right, or remedy. No waiver of any breach, failure, right, or remedy shall be deemed a waiver of any other breach, failure, right, or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
15.11 Force Majeure. If either party is delayed or hindered in or prevented from the performance of any act required hereunder because of strikes, lockouts, inability to procure labor or materials, failure of power, riots, insurrection, war, fire or other casualty, or other reason beyond the reasonable control of the party delayed, excluding financial inability (“Force Majeure Event”), performance of that act shall be excused for the period during which the Force Majeure Event prevents such performance, and the period for that performance shall be extended for an equivalent period. Delays or failures to perform resulting from lack of funds shall not be Force Majeure Events.
15.12 Headings. The headings in this Agreement are included for convenience only and shall neither affect the construction or interpretation of any provision in this Agreement nor affect any of the rights or obligations of the parties to this Agreement.
15.13 Attorneys Fees and Venue for Disputes. If litigation becomes necessary to enforce the terms and provisions of this Agreement or as a result of any breach by Consultant or the City of this Agreement, the prevailing party in any such litigation shall be entitled to recover reasonable attorney’s fees and costs. The Humboldt County Superior Court for the State of California shall have exclusive
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jurisdiction over any dispute arising out of this Agreement or Consultant’s provision of Services hereunder, and shall serve as the venue for any such dispute.
All parties expressly consent to this designation of jurisdiction and venue.
15.14 Execution in Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be an original, but all of which together shall constitute one instrument.
15.15 Authorization. Each individual executing this Agreement, or its counterpart, on behalf of the respective party, warrants that he/she is authorized to do so and that this Agreement constitutes the legally binding obligation of the entity which he/she represents.
15.16 Government Code 1097.6 Safe Harbor. Consultant’s duties and services under this agreement shall not include preparing or assisting the public entity with any portion of the public entity’s preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with the public entity. The public entity entering this agreement shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project. Consultant’s participation in the planning, discussions, or drawing of project plans or specifications shall be limited to conceptual, preliminary, or initial plans or specifications. Consultant shall cooperate with the public entity to ensure that all bidders for a subsequent contract on any subsequent phase of this project have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by contractor pursuant to this agreement.
SIGNATURE PAGE FOLLOWS THIS PAGE
PROFESSIONAL SERVICES AGREEMENT
The parties agree to this Agreement as witnessed by the signatures below:
CITY: CONSULTANT:
City of Fortuna Planwest Partners Inc.
s/_______________________________ s/_________________________ Amy Nilsen, City Manager Vanessa Blodgett, Partner
Date: ___________________________ Date: ______________________ Attachments:
Attachment A: Scope of Services
Attachment B: Consultant’s Fee Schedule
Attachment C: Insurance Requirements for Professional Services 4/9/2025
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5.0 SCOPE OF SERVICES – REVISED 4.13.26
The Scope of Work Section provides the services that we propose to provide in response to our understanding of the City’s needs and our March 19, 2026 interview. The City’s current visioning process will be a key consideration to our approach for this work moving forward and will guide what the focus of this update should be. We aim to provide the City with clear, concise documents, policy recommendations, and code updates, that will be implemented moving forward and will not just “sit on the shelf”. Therefore, we propose a phased approach with each phase being informed by the prior phase.
This may require flexibility and re-scoping of later phases as more outreach and information is developed. Revisions to the original scope are summarized below:
• Task 1 Project Management was left the same and we acknowledge that project management meetings may not be needed every other week. When there is nothing to discuss or items that can be coordinated via email we will cancel, at other times we may need sequential meetings to ensure we can meet timelines. The check-in meeting schedule will remain fluid. • Task 2 Public Engagement Strategy remains similar with the following updates. The neighborhood walking meetings/ audit was incorporated into Task 2.1 and expanded outreach for zoning code.
• Task 3 Existing Conditions and Trends slightly reduced scope of baseline technical studies as they are not needed to support a new EIR.
• Task 4 General Plan Update was left largely intact because we will still need to do updates (especially Safety Element); however, there may be opportunity to refine as the project progresses. Our expectation is that we can do surgical amendments to the existing general plan rather than a wholesale re-write. Much of the existing document can be reformatted into the new General Plan which will save cost and time.
• Task 5 Zoning Code & Map Updates. Zoning updates will be concurrent with general plan amendments and will address the City’s list of already identified needed updates and develop design guidance for focus areas. This effort has been augmented to include design guidance for the focus areas so that the resulting zoning code is clear and communicates the expectation of the city for future development. The zoning code will also provide an accelerated approval process for projects that demonstrate consistency with the community’s vision for the focus areas.
• Task 6 Environmental Review was revised to eliminate preparing a new EIR and includes preparing an Addendum to the existing certified PEIR.
• Task 7 Adoption Hearings and Final General Plan and Zoning Amendments. Revised to reflect CEQA Addendum and concurrent adoption of zoning code amendments.
Specifically, we recommend taking a phased approach with each task informing the next. For example, the ongoing visioning and general plan goal setting will inform the level of updates for each general plan element and land use alternatives, which will also inform the focus areas and zoning code updates, which will determine the level of potential environmental review required. Proposed phases are listed below:
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Phase 1
• Task 1: Project Initiation and Management
• Task 2: Public Engagement Strategy
• Task 3: Existing Conditions & Trends
Phase 2
• Task 4: General Plan Update
• Task 5: Zoning Code & Map Updates
Phase 3
• Task 6: Environmental Review
• Task 7: Adoption Hearings
This section describes the scope of services to be completed by the Planwest Team for the Fortuna General Plan 2060 Update. The scope emphasizes key components of our revised approach to this project based on our March 19, 2026 interview and discussion with City staff. We are flexible regarding the proposed scope of work and can work with you to refine the scope if desired when we enter a contract. The scope below and associated costs are included as a starting point, however, as each phase is completed there may be adjustments to scope and costs to best meet the community stated priorities and the City’s needs.
TASK 1 PROJECT INITIATION &MANAGEMENT
Task 1.1 Coordination and Communication
To maintain project momentum and keep with the proposed work schedule, the Planwest Team recommends reoccurring project management meetings every other week throughout the life of the project, as needed. These meetings would typically consist of one half-hour video call or in-person meeting to check in on progress of on-going tasks and to plan/coordinate the upcoming weeks and may be cancelled if there are no significant updates. In times of concentrated production, the meetings may be scheduled to last for one hour. The meetings will likely always include the Planwest Project Manager and the City’s Project Manager. Key technical staff from the consulting team will attend in times of concentrated production of specific tasks. The Project Manager may invite key City staff as desired. The Planwest Team will request the presence of City technical staff (such as Public Works specialists) for some meetings. The Planwest Team will provide a brief agenda, status report, and updated schedule brief for the meetings.
Planwest is committed to staying within budget and on schedule and meeting the proposed timeline. The proposed schedule is designed to ensure sustained staff involvement in the process, allow for meaningful public participation, allocate sufficient opportunity for information and status updates to staff and decision makers, and provide adequate time for staff and the project team to respond to data requests and review products. The schedule considers efficiencies and tasks that can be done concurrently to move the project forward as quickly as possible. We will maintain an up-to-date schedule throughout the project to ensure that staff is apprised of project status and that all team members are aware of upcoming meetings and deliverable due dates.
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Task 1.2 Kick-off Meeting and Working Session
Planwest Team representatives will coordinate and lead a collaborative kick-off meeting/working session with City staff. The kick-off portion of the meeting will include a comprehensive review of the scope/schedule/budget and refine roles and responsibilities and expectations for schedule, process, and work products. At this meeting, we will review existing background data and identify ways in which City staff and Planwest can most effectively work as a team, discussing possible opportunities to streamline the process and implementation. The meeting will provide an opportunity to fine-tune Planwest’s suggested work plan and make any needed changes to our scope and budget. The work plan will be finalized based on review and input received at the kick-off meeting including task phasing, milestone and deliverable schedule.
As part of the kick-off meeting, Planwest will discuss the outreach strategy with City staff to ensure we are building on and incorporating the ongoing visioning work the City is currently engaged in. We will also discuss the role and composition of the General Plan Advisory Committee (GPAC). This session will also be used to vet potential “big ideas” and strategic directions that could shape the overall framework and long-term vision of the General Plan Update.
Task 1.3 Existing Data and Document Review
Prior to the kick-off meeting and working session, the team will conduct a comprehensive collection, review, and analysis of existing data, documents, and background materials. This effort will establish a clear regulatory and policy baseline and identify all information relevant to the General Plan Update.
Findings will be synthesized into a single, well-organized guiding matrix that will be used throughout the project to ensure coordination and integration of applicable regulations, guidelines, and existing plans.
This upfront analysis will provide a strong foundation for subsequent project tasks, supporting efficiency, consistency, and informed decision-making throughout the update process.
Task 1 Deliverables
Refined Work Plan, Outreach Plan, and Schedule based on discussion. Memo to City staff summarizing outstanding data gaps/needs and identification of associated staff partners.
TASK 2 PUBLIC ENGAGEMENT STRATEGY
The General Plan public engagement strategy outlined below is intended to complement and incorporate the community values identified in the Strategic Plan and community co-created General Plan Update guidance and priorities during Spring of 2026. The community values, vision, and priorities will provide the foundation for all engagement and General Plan Update tasks. The Planwest Team will further refine these values into a shared community vision extending to the year 2060. Engagement is integrated throughout the project and is structured to maximize efficiency through shared use of materials, graphics, document libraries, web content, surveys, and presentation tools. Accordingly, other tasks throughout this scope reference and build upon this task.
The Planwest Team will design and implement a comprehensive and inclusive public engagement program. Our approach includes seeking genuine participation from a diverse group of community members and organizations in a meaningful way through community events, an online presence, and multiple means of input. Engagement activities will be designed to ensure that community input is Planwest Partners Inc.
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clearly documented and carried forward into goals, policies, and implementation strategies throughout the General Plan.
The Planwest Team will work closely with City staff to refine engagement strategies, confirm the anticipated number of meetings, and align engagement activities with the project schedule and budget identified in this proposal. The public engagement program outlined below will be flexible so we can adjust as needed to expand our reach to the community. This approach involves a mix of advisory committee meetings, public workshops, targeted interviews/focus groups, and formal public hearings, as well as, a mix of in-person and virtual engagement to reach all sectors of the City’s population. The public engagement strategy includes the following.
Task 2.1 Citywide Engagement and Workshops
A series of up to five workshops will be conducted at different stages of the process such as: overall project and approach, focus area design standards, General Plan element goals and policies, implementation, and release of the draft documents. Meetings may include workshops, open houses, study sessions, and formal hearings, and will be conducted in in-person, virtual, or hybrid formats to maximize accessibility and participation. The Planwest Team will facilitate up to five public workshops related to the General Plan Update and associated environmental documentation. Workshops will be designed to solicit broad community input, refine the community vision, and gather feedback on key policy directions and alternatives. The Planwest Team will prepare workshop materials, facilitate discussion, document public input, and summarize outcomes for incorporation into the General Plan Update. Workshops and events could include, but may not be limited to:
• Visual preference surveys (density ranges, development types, etc.) • Asking the community for photos to use in GP documents • Online public opinion survey to gather community input to help inform various sections of the General Plan Update focus areas and design
• Interactive polling and live surveys with real-time feedback • Neighborhood walk audits or “walking meetings” to inform the zoning code • Get targeted feedback on specific topics and public workshops • Pop-up events
Neighborhood Walking Meetings/Audits
Neighborhood Walking Meetings and Audits will be conducted as place-based engagement activities designed to gather real-time community input on neighborhood conditions, opportunities, and constraints. These guided site walks will be facilitated by the consultant team in coordination with City staff and will invite residents, business owners, and stakeholders to evaluate topics such as pedestrian and bicycle safety, accessibility, land use compatibility, infrastructure conditions, public spaces, and neighborhood character. Walking audits allow participants to identify issues and opportunities directly within the built environment, fostering practical, solutions-oriented dialogue that may not emerge in traditional meeting settings. Observations and participant feedback will be documented through field notes, photographs, and mapping tools, with key themes synthesized and incorporated into General Plan policies, mobility planning, capital improvement priorities, and implementation strategies. One outcome of the audits(s) will be modified zoning requirements that help implement the community vision. This can include photographs of key design details, graphics showing building relationships, Planwest Partners Inc.
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massing, heights and similar design detail, and of course parking, and signage. These special areas of the City will be highlighted in the zoning ordinance to help consideration of future projects.
Task 2.2 Stakeholder Interviews or Focus Groups
Planwest will coordinate with City staff to identify key stakeholder groups and any targeted engagement needs, including groups that may not typically participate in planning processes. This may include, as appropriate:
• Residents across neighborhoods and demographic groups (including renters, seniors, youth, and households with limited time or access to online engagement) • Local businesses and employers, including downtown and corridor businesses • Fortuna Chamber of Commerce
• Community-based organizations and service providers
• Civic groups and institutions (schools, faith-based organizations, community centers) • Environmental and transportation interest groups
• Tribes and tribal stakeholders, consistent with City protocols and applicable requirements • Major infrastructure and utility providers, as needed to support coordination on land use, circulation, and public facilities topics
• Developers who have and/or would like to develop projects in the City • Property owners likely to be affected by potential land use map, zoning map, or implementation ordinance changes
Focus groups will be convened as a targeted engagement strategy to gather detailed, qualitative input from key community constituencies and stakeholder groups that may not be fully represented through traditional workshops or surveys. These small-group sessions will be facilitated in person or virtually and structured around guided discussion prompts tied to General Plan topics such as land use, economic development, mobility, housing, environmental justice, and community services. Participant groups may include business owners, youth, seniors, Tribal representatives, environmental organizations, housing advocates, and service providers, among others. Focus groups are intended to supplement broader public engagement by surfacing lived experiences, identifying priority issues, and testing policy concepts in a collaborative setting, with findings synthesized and incorporated into plan alternatives, policy development, and implementation strategies.
Task 2.3 General Plan/ Technical Advisory Committee
Planwest will support the formation and ongoing coordination of a General Plan/ Technical Advisory Committee (GP TAC) or Advisory Group (GP TAG) as an advisory body throughout the update process who can help refine land use and planning concepts. The GP TAC/GP TAG will provide iterative community-based input and guidance on policy direction and draft General Plan content, zoning code amendments, and design standards. The number and scope of meetings will be determined at the kickoff and each meeting will have an agenda and anticipated outcomes to respect volunteer’s time. Planwest will participate in up to five GP TAC/GP TAG meetings at key stages throughout the process noting revisions or recommendations generated from GPAC input. For each GPAC/GPAG meeting, Planwest will prepare and provide one hard copy and one electronic copy (Microsoft Word format) of agendas and/or informational handouts provided to the GPAC.
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Task 2.4 Project Branding and Media
To engage a broad cross section of the Fortuna community, Planwest’s approach is to first identify the audiences the City needs to reach and then provide clear, accessible invitations and materials that facilitate participation. Planwest will begin by working with City staff to enhance the City’s existing venues for public engagement(including social media: https://www.facebook.com/CityofFortuna/), and to establish and maintain a project website created and maintained by Planwest or a landing page on the City’s website that serves as the public clearinghouse for General Plan 2060 information. This data hub will post project milestones, meeting notices, materials, recordings (as appropriate), summaries of public input, and ways to provide ongoing feedback such as surveys. Planwest will provide recommended webpage content, graphics, meeting materials, and plain-language summaries generated through the engagement activities described in this scope.
Building on the project webpage, Planwest will support City staff with a coordinated publicity campaign intended to reach a wide range of residents, businesses, and community groups. Media and information materials will be made available in Spanish as feasible. Support may include:
• Dedicated website (or landing page on the City’s website) • Draft content for City social media posts and meeting reminders • Flyer templates for community distribution (City facilities, libraries, local businesses, community centers, and other common gathering points)
• Draft content for press releases and community calendar listings • Draft talking points for radio or local media interviews and civic club (or other type of meeting) presentations, if pursued by the City
• Informational videos for posting on YouTube, City website, Facebook, and other platforms. • Behind-the-scenes coordination support to help staff schedule engagement announcements and distribute materials through established local channels Task 2.5 Planning Commission and City Council Joint Study Session The Planwest Team will assist the City with compiling everything above for a joint meeting with the Planning Commission and City Council to review the community engagement results and solicit further input on their preferences for the City’s future growth and development. The Planwest Team will present technical content, respond to Commissioner and Council inquiries, and facilitate structured discussion to refine policy direction. This study session complements the Planning Commission and City Council hearings on both the Draft and Final General Plan and environmental documentation. Outcomes from the joint session will be documented and translated into actionable revisions to the Draft General Plan and zoning amendments, ensuring policy alignment prior to formal hearings and adoption proceedings.
Task 2 Deliverables
Public Engagement and Communications Strategy
Stakeholder database, general outreach contact list, and GPAC contact list Launch of a dedicated General Plan Update website
Ongoing website content management
Draft and Final Public Announcement Content (Word/PDF) Platform-ready outreach materials
GPAC meeting agendas, presentation materials, and facilitation guides Up to 5 facilitated public workshops
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Up to 4 neighborhood walking meetings/audits
Notification content for document releases
Meeting summaries and participant feedback
TASK 3 EXISTING CONDITIONS&TRENDS
Task 3.1 Existing Conditions Mapping
For this task, the Planwest Team will review existing data including GIS layers to identify what new data needs to be collected. Planwest has a robust GIS database for Fortuna from prior work completed for the City. The comprehensive dataset generated for this project will include a range of constraints, existing infrastructure, zoning, land use, and amenities. This data will be available for basemaps and figures for all other tasks throughout this project, including GPU, EIR, and all associated public engagement activities (including the website and social media platforms).
Task 3.2 Existing Conditions Summary Memos
Public Facilities, Services, and Infrastructure
Our team will compile data on infrastructure, resources, services, and facilities related to water supply and delivery, wastewater collection and disposal, stormwater drainage, solid waste and recycling, energy and telecommunications, law enforcement, fire protection, health care, schools, and education, and government services. We will also assess if the General Plan must include information related to recent State mandates (SB 244) that require cities to identify service needs for disadvantaged communities identified via California Environmental Protection Agency (CalEPA) and CalEnviroScreen
4.0 data.
Circulation, Transportation, & Vehicle Miles Traveled (VMT) GHD’s team of transportation planners, engineers, and modelers will compile data and information on roadway segments, transit services, and bicycle and pedestrian facilities. This evaluation will build on GHD’s previous effort in developing the city’s 2021 Local Road Safety Plan (LRSP) and VMT analysis for the Mill District Specific Plan. We will prepare a concise summary of existing mobility conditions, including updating available background data where relevant, U.S. Census travel mode data, and summarizing collision data and safety recommendations from the LRSP. Our evaluation analyzes multimodal conditions, vehicle miles traveled (VMT) and the provision of complete streets, including opportunities and constraints for bicycle, pedestrian, motor vehicle, and transit travel. We will summarize key data and information on roadway segments, transit services, and bicycle and pedestrian facilities. GHD will also prepare a detailed description accompanied with maps and graphics illustrating the roadway system, bicycle and pedestrian facilities, and transit routes and stops.
Additionally, GHD will conduct an emergency evacuation analysis consistent with AB 747, in coordination with City staff. The analysis will evaluate evacuation route capacity under City‑defined scenarios using population and employment data from the HCAOG model and will include recommendations for strategic evacuation measures, as appropriate. Findings will be summarized in a memorandum with supporting maps for City review.
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Biological Resources
GHD will prepare a robust, CEQA-ready biological resources overview to support the General Plan Update. Work will include compiling data on sensitive habitats, principal vegetation communities, jurisdictional features, and special-status species across the Planning Area and proposed annexation areas. Primary data sources—such as regional habitat conservation plans, CNDDB and USFWS records, and existing City biological studies—will be integrated into a single, coherent baseline. This consolidated biological baseline will inform relevant General Plan elements, guide policy development, and provide foundational technical support for the EIR Addendum. This scope does not include biological or wetland delineation field work. The biological technical memo will rely on existing information.
Greenhouse Gases & Air Quality
GHD will prepare a clear, CEQA-ready assessment of existing air quality and greenhouse gas (GHG) conditions for the General Plan Update. Our team will compile and synthesize current air quality data for Fortuna and the surrounding region, including the location of sensitive receptors, major emissions sources, existing mass emissions inventories, and ambient pollutant concentrations from the most representative monitoring stations. We will also summarize applicable attainment designations and describe local natural and meteorological factors that influence pollutant transport and dispersion.
In addition, GHD will establish a defensible GHG baseline by reviewing available emissions data, regional climate action planning documents, and state regulatory frameworks relevant to long-range planning. The resulting consolidated baseline will inform development of updated General Plan policies, and support consistency with state climate mandates.
Task 3.3 Economic Baseline Report and Strategic Economic Assessment
RSG will prepare an economic baseline report, conduct a strategic economic assessment, and develop Economic Development Element goals and policies. A detailed scope of work is available by request and summarized here. For the Economic Baseline Report RSG will compile and review relevant City specific data, regional economic studies and reports, and will analyze current economic conditions and trends including:
• Industry Analysis: Employment by industry sector, industry concentration analysis using location quotients, industry growth trends (10 years), comparison to Humboldt County, region, and state
• Labor Force Analysis: Labor force size and participation rates, unemployment trends, commute patterns and labor shed, wage levels by industry
• Demographic Trends: Population trends and forecasts, age distribution and household composition, educational attainment, income levels and poverty rates • Business Base: Number and type of business establishments, business formation and closure trends, major employers inventory
RSG will also conduct a fiscal conditions analysis, commercial real estate market assessment and analyze Fortuna’s role in the regional economy. The above information along with stakeholder input and key informant interviews as described in Task 2 will be complied into the Economic Baseline Report.
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RSG will then prepare a Strategic Economic Assessment that will include a comprehensive Strengths, Weaknesses, Opportunities, and Threats (SWOT) analysis, analyze industry/sector opportunities most suitable for Fortuna, identify strategies to enhance City revenues, and analyze key issues affecting economic development.
Task 3.4 Environmental Justice / SB 1000
Environmental Justice Background Memo
As part of the General Plan Update it is customary to compile information about disadvantaged communities, and community heal in general. This information, such as found in CalEnviroScreen, can then be used in the development of policies and programs. Other regional or local documents can also be used to understand exposure to environmental hazards and inform the plan accordingly. One example is the information that will be generated from the Safety Element Update, or the existing Local Hazard Mitigation Plan. As this information is used to discuss and develop general plan policies, recognizing the issues and solutions in a summary memo is an efficient use of resources.
SB 1000 Compliance Appendix
Pursuant to SB 1000, an Environmental Justice Element, or related goals and policies, shall be included in a city general plan if the city has a disadvantaged community. The Environmental Justice Element must identify areas that are disadvantaged and include relevant policies to protect these communities. Some of this analysis is done as part of the Housing Element update and if needed can be expanded into formal element, or summary of policies that address environmental justice as allowed by the law. Ideally environmental justice policies exist throughout the general plan and this task is as simple as identifying them and including an appendix or ‘index’ as to where the policies can be found.
Upon completion of the administrative draft of the General Plan, PlaceWorks will draft an SB 1000 appendix that explains where policies that help the City follow the requirements of the law can be found.
This document will be an appendix to the General Plan. Following staff review, PlaceWorks will prepare the final version for publication with the General Plan and consideration during hearings. This information will be incorporated into the existing conditions report for the General Plan. Opportunities for policies and programs will also be offered.
Task 3.5 Safety Element Technical Studies
Prepare Climate Change Vulnerability Assessment
State law requires local governments to prepare a climate change vulnerability assessment (vulnerability assessment) as part of general plan updates to identify local vulnerabilities to climate change and to inform preparation of climate adaptation and resiliency goals, policies, and actions. The PlaceWorks team will prepare the vulnerability assessment for Fortuna to be consistent with State guidance and regional resources, including the California Adaptation Planning Guide. We will rely on the most accurate and up-to-date science on the effects of climate change, using best available and approved State resources, including Cal-Adapt and the California Climate Assessment, local studies and reports, and all other relevant sources, such as the Caltrans District 1 Climate Change Vulnerability Assessment. The vulnerability assessment will include three primary steps: 1) identification of climate hazards, populations, and assets; 2) vulnerability scoring of each applicable climate hazard and asset; and 3) a summary of the results. PlaceWorks will prepare a list of all hazards, populations, and assets to be assessed based on our understanding of the conditions in Fortuna, State and regional guidance, and best practices. The PlaceWorks team will use the hazards, populations, and community assets to Planwest Partners Inc.
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evaluate how vulnerable the community is to climate change hazards. These results will be translated into a vulnerability score, ranging from low (minimum vulnerability) to very high (severe vulnerability).
We will work closely with City staff to ground truth the results of the climate vulnerability assessment to ensure that the assessment accurately reflects community. The results of the scoring will be integrated into the Safety Element Background Report.
Safety Element Background Report and Mapping
The PlaceWorks team will prepare a comprehensive Safety Element Background Report concurrently with the Vulnerability Assessment that will provide hazard-specific information and details to meet Government Code requirements. The Background Report will provide an overview of the applicable regulatory frameworks, the City and regional emergency management processes and programs, and natural and human-caused hazards affecting the city, including geologic and seismic hazards. Hazards addressed will include all hazards identified in the 2025 Humboldt County Operational Area Hazard Mitigation Plan (geologic and seismic hazards (including earthquakes and landslides), flooding (including dam failure), wildfire hazards, drought, severe weather (including extreme heat, extreme cold, wind, and severe weather), and any other hazards identified by the City, such as hazardous materials and aircraft hazards. Each hazard section will define the hazard and extent of the hazard, include applicable mapping of the hazard, provide an overview of historic occurrences, explain the likelihood of future occurrence, describe how climate change will affect the likelihood and severity of future occurrences. We will also include a section on disaster preparedness, response, and recovery. For this Report, we anticipate referencing relevant information in the 2025 Humboldt County Operational Area Hazard Mitigation Plan and pulling in the results from the Vulnerability Assessment where applicable.
The Report will also provide implications for the Safety Element update.
The California Government Code requires that the Safety Element includes up-to-date maps on flood hazards, wildfire hazards, and climate-related hazards. The PlaceWorks Geographic Information System (GIS) team will prepare a comprehensive set of maps for the Safety Element that will include data from the California Department of Forestry and Fire Protection (CAL FIRE), Federal Emergency Management Agency (FEMA), California Geological Survey (CGS), California Department of Water Resources (DWR), California Public Utilities Commission (CPUC), and other State or regional agencies. We will prepare a base map that identifies critical facilities and infrastructure essential for daily operations and emergency events, drawing from the HMP and existing Safety Element where possible. Once reviewed and approved by City staff, we will use the base map to create the hazard maps for the Background Report. After City staff review and provide a consolidated set of comments, PlaceWorks will add the maps into the Final Background Report and will integrate them into the updated Safety Element. As part of preparation of maps for the Safety Element, PlaceWorks will map evacuation routes and identify evacuation constrained residential parcels as directed by SB 99. In addition, this report will incorporate the findings of the Evacuation Capacity Study prepared by GHD.
Task 3.6 Existing General Plan Audit
The Planwest Team will audit all existing General Plan Elements and determine the level of necessary updates required for consistency with current state laws and general plan guidelines, and for consistency with overall community vision as documented in the recent Strategic Plan and associated listening campaign. We will identify any gaps in the existing Elements, including those created by recent changes to State legislation, existing or anticipated conditions in the city, or emerging best practices.
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The results of the audit will be discussed with City staff and presented to the General Plan Advisory Committee for concurrence on next steps and overall approach for updating each GP Element.
It appears there may be instances where implementation programs have not yet been realized, therefore we recommend focusing the General Plan Update on a clear implementable set of policies and programs. The policy review will determine what has been implemented and what is working in the city, and programs that can be added to meet the future needs of the community.
Task 3 Deliverables
GIS dataset
o Compiled spatial data depicting biological resources throughout the planning area and any proposed annexation areas.
Consolidated geodatabase of existing data that meet the City’s metadata and spatial specifications
o New data produced for this project
o Comprehensive Excel database
Map figures displayed in multiple formats, including print maps, PowerPoint, and/or other agreed-upon format to share with the public as part of the engagement activities. Economic Baseline Report
Strategic Economic Assessment
Existing Conditions Summary Report
o Draft and Final technical memorandums for Public Facilities, Services, and Infrastructure; Circulation, Transportation, and VMT; Biological Resources; and GHG and Air Quality (Word and PDF)
o By individual conditions topic, mitigation measures, if required, suitable for inclusion in the Mitigation, Monitoring and Reporting Program
Public Health Data Summary
Administrative Draft and Final SB 1000 Appendix for the General Plan Health and Safety Element:
o Virtual meetings with City staff and the project team to review draft deliverables (up to 2 online meetings)
o Administrative Draft and Final Memo identifying climate hazards, populations, assets (Word and PDF)
o Administrative Draft and Final Vulnerability Assessment (VA) Scoring Workbook (Excel) o VA summary for inclusion in Administrative Draft and Final Background Report (Word and PDF)
o Existing Plan Review Crosswalk (Excel)
o Policy Review Matrix (Word)
o Administrative Draft and Final Background Report (Word and PDF) o A set of draft PDF maps, including SB 99 constrained residential parcel analysis (electronic copy)
Existing General Plan Policy Audit memo/ matrix
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TASK 4GENERAL PLAN UPDATE
Currently the City’s General Plan has ten chapters/elements. Depending on the outcome of the City’s visioning and the Task 3.6 audit, there may be opportunity to consolidate and/or re-organize information without the loss of important content, goals, policies and programs. As previously noted, the City’s current visioning process will be a key consideration to our approach for this work moving forward and will guide what the focus of this update should be. The scope below and associated costs are included as a starting point, however, as each task is completed there may be adjustments to scope and costs to best meet the community stated priorities and the City’s needs Based on our initial review, many General Plan Elements may require only minor amendments, with the Land Use, Circulation, and Health & Safety elements requiring more extensive amendments, modeling, and environmental analysis. In addition, the existing Health & Safety Element includes Air Quality and Noise. Now that Safety Elements are required to be reviewed and updated at least every 8 years, we recommend the City consider how to streamline future updates and either create a new Air Quality and Noise Element or move these to another existing element. Environmental justice principles are proposed to be incorporated throughout the elements as appropriate. The work for this Task will comply with the California Government Code guidelines and requirements.
Task 4.1 Introduction
The General Plan update will contain an introductory chapter that communicates the City’s vision and the overarching intent and purpose of the General Plan. The introduction will address the structure of the plan and highlight the legal framework that drives comprehensive general planning in California. This section may also include the guiding principles setting forth the purpose and how the Plan will be used by the community and its various stakeholders.
Task 4.2 Land Use Element
How land is used greatly influences the overall day-to-day experience of Fortuna’s residents, workers, and visitors. The designated uses of land make Fortuna the “place” that it is and shape how it feels to the community. Accordingly, the Land Use Element is a pivotal keystone of the General Plan and all future planning efforts in the City. The Land Use Element will direct the location, form, and character of future physical development and economic growth, shaping where people will live, work, and play. Currently, Fortuna’s overall land use pattern is characterized by a mix of residential densities, commercial uses, industrial uses, public open space, and public infrastructure. The updated element will present the proposed pattern for the ultimate growth and development of the City for the General Plan horizon and will seek to ensure that land use planning reflects the community’s priorities for the growth of the City, conserves open spaces, and promotes sustainable lifestyles. Particular effort will be applied to key neighborhoods and opportunity sites, focusing on infill development to:
• Preserve open space and natural resource areas
• Increase local commercial uses and entertainment amenities and community gathering places • Enhance livability through development of neighborhood-serving commercial uses and parks • Generate residential uses that include an array of housing options • Produce a range of economic development and job-creation opportunities Working with the GPAC, staff, stakeholders, Council, and Commission, we will develop a “preferred alternative” for the Fortuna General Plan that is consistent with the general plan vision, City Council Planwest Partners Inc.
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direction, and community input. Once the preferred land use plan is chosen as the basis for CEQA analysis and the EIR Project Description, we will calculate the final buildout for the land use plan. Once the preferred alternative is selected by the City, any changes, additions, or deletions of land use categories or changes to respective densities and intensities may require additional modeling to derive buildout scenarios.
Task 4.3: Economic Development Element
Led by the RSG, the Planwest Team will prepare an update to the Economic Development Element to strengthen Fortuna’s long-term economic vitality, employment base, and fiscal sustainability. This effort will evaluate existing economic conditions, industry sectors, workforce characteristics, commercial and industrial land supply, and business climate factors influencing investment and job creation. Particular attention will be given to downtown revitalization, highway commercial activity, tourism, small business development, and the transition and reuse of legacy industrial areas, including opportunity sites such as the Mill District. The update will establish goals, policies, and implementation programs that support business retention and attraction, workforce housing alignment, infrastructure readiness, broadband access, and diversification of the local economy. Strategies will also address economic resilience, climate adaptation implications for industry, and coordination with regional economic initiatives.
Task 4.4: Housing Element
The Planwest Team recognizes that the Housing Element Update is being prepared concurrently under a separate contract. Planwest can provide technical coordination and policy integration support to the City and the selected Housing Element consultant to ensure consistency across the General Plan.
Task 4.5 Transportation & Circulation Element
The work in this task will be closely tied to Circulation, Transportation, & Vehicle Miles Traveled (VMT) technical study outlined in Task 3.2. By statute, the circulation element must correlate directly with the land use element, but also has direct relationships with other elements. The planning of the City’s transportation and circulation systems has substantial environmental, equity, justice, and ecological impacts that should be considered. The CGC mandates that the City must plan for a “balanced, multimodal transportation network that meets the needs…” of all members of the community. The Planwest Team will modify contents of the existing Transportation and Circulation Element and/or generate new content for the Element pursuant to CGC Section 65302(b).
Task 4.6: Natural & Cultural Resources
The Planwest Team will prepare an update to the Natural and Cultural Resources framework to reflect current environmental conditions, regulatory requirements, and conservation priorities affecting the City of Fortuna. This effort will evaluate biological resources, riparian and wetland habitats, water resources, air quality, agricultural lands, and energy conservation, with particular attention to the Eel River corridor, floodplain systems, and environmentally sensitive areas. The update will incorporate current State and regional resource management policies, climate resilience considerations, and sustainability best practices. The cultural resources component will address historic, archaeological, and Tribal cultural resources through policy updates aligned with CEQA, SB 18, and AB 52 consultation frameworks. Goals, policies, and implementation programs will focus on resource protection, habitat connectivity, climate adaptation, responsible land stewardship, and coordination with Tribal governments and regulatory agencies. Deliverables will include updated inventories, policy frameworks, and mapping of natural and Planwest Partners Inc.
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cultural resource areas to guide land use planning and environmental review over the General Plan planning horizon.
Task 4.7: Parks, Recreation, & Open Space Element
The Planwest Team will prepare an update of the Open Space Element pursuant to CGC Sections 65302(e) and 65560 for the comprehensive and long-range preservation and conservation of open space land within and adjacent to the City. The Open Space Element will include details regarding the preservation of natural resources, the managed production of resources, outdoor recreation, public health and safety, as well as tribal resources, within the context of related state and regional plans. This element will document properties for natural resource conservation, trails, public access, recreation, commercial timber harvesting, public water storage facilities, and wildlife conservation.
Task 4.8: Public Facilities & Services Element
The Team will update the Public Facilities Element to ensure targeted planning for priority development areas, and plan for upgrades to capital facilities to meet future growth demands. The Public Facilities & Services Element update will identify facilities required to address population buildout over the planning period. Specifically, the Element will document the city’s infrastructure systems and planned improvements related to water, wastewater, stormwater, and other public facilities based on recent planning documents. Infrastructure related to streets/ active transportation/ public transit and parks/ recreation/ community facilities would primarily be captured in the Transportation and Circulation Element and the Parks and Recreation Element, respectively. Public services and facilities administered by other public service providers will also be documented, such as fire protection, waste management or telecommunications.
Task 4.9: Health & Safety Element
Led by PlaceWorks, the Planwest Team will prepare a comprehensive update of the Health & Safety Element to incorporate the Governor's Office of Land Use and Climate Innovation’s (LCI, and formerly known as OPR) latest General Plan Guidelines for compliance with CGC Section 65302(g) and SB 375, including requirements to include climate change adaptation and resilience, extreme heat, and evacuation constraints, among others.
Existing Plan Review
The PlaceWorks team will review the existing Safety Element for consistency with General Plan requirements as codified in CGC Section 65302. The team will review the existing Safety Element and prepare recommendations for changes, including existing content that should be updated and content that should be added to comply with State law. We will identify any gaps in the existing Safety Element, including those created by recent changes to State legislation, existing or anticipated conditions in the city, or emerging best practices. The policy review will determine what has been implemented and what is working in the city, and programs that can be added to meet the future needs of the community.
Following review of the Safety Element and identification of updated and new content required for compliance with CGC Section 65302, the PlaceWorks team will review other existing plans, such as the 2025 Humboldt County Operational Area Hazard Mitigation Plan and County Emergency Operations Plan and associated annexes. We will review these plans and programs for best practices and for recent content that could be integrated into the updated Safety Element. PlaceWorks will prepare an existing plan review crosswalk, which will compare the Government Code requirements with the content in the Planwest Partners Inc.
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existing Safety Element, along with other hazard and adaptation planning documents, to identify gaps that can be addressed during the update process. The plan review crosswalk will provide recommendations on how to address regulatory gaps in the existing Safety Element, either through integration of existing technical studies and analyses, policies, or other content, as well as updates of existing information, and preparation of new analyses, maps, or content.
Safety Element Preparation
The PlaceWorks team will prepare an updated Safety Element that complies with all applicable State laws to protect public health, safety, and welfare of the City of Fortuna. Our approach to this update is to address key issues related to natural and environmental hazards in Fortuna while being responsive to the requirements of the California Government Code and State agencies. We will also preserve existing Safety Element policies as appropriate, revising existing policies where necessary based on the existing element policy review and crosswalk.
Goals, policies, and implementation programs will be responsive to local needs and meet requirements of the California Government Code. We emphasize a “no-regrets” approach that builds short- and longterm community resiliency and provides co-benefits, such as financial savings, conservation of natural resources, and improvements to public health. We will streamline the element by creating policies that address multiple issues of concern, including climate mitigation, environmental justice, and community health, and provide multiple benefits. The Safety Element will incorporate recommendations from the Evacuation Study prepared by GHD. The Safety Element will be a framework to support integration of the Humboldt County Operational Area Hazard Mitigation Plan, including the City’s Annex.
State Agency Review
PlaceWorks will coordinate with the Governor’s Office of Emergency Services (Cal OES), the Governor’s Office of Land Use and Climate Innovation Integrated Climate Adaptation and Resiliency Program, and the Department of Conservation’s California Geological Survey as necessary and appropriate. All state agency reviews should begin at least 90 days prior to the public hearings and adoption of the updated Safety Element. Based on current requirements and the absence of Very High Fire Hazard Severity Zones in the city, a formal consultation and review by CAL FIRE/Board of Forestry is not required, though we do recommend consultation and review with the County Office of Emergency Services and local CAL FIRE staff during preparation of the safety element and related studies.
Task 4.10: Community Design Element
The Planwest Team will prepare updates to the Design Element, which are anticipated to be primarily limited to policy around priority focus areas. The 2027-2035 Housing Element will help inform the updating of this Element, including providing opportunities for infill development of vacant and underutilized/re-developable properties in a way that allows for gradual, rather than drastic, changes from surrounding development density or type. Some of the greatest infill opportunities relate to the Mill District Specific Plan Area that have an opportunity to incorporate both industrial and commercial activities as well as standards for “Live/Work” and “Mixed Use” to maintain a predominantly commercial use while also providing housing units.
Task 4.11: Administration & Implementation Element
The team will prepare an update to the Administration and Implementation Element to establish a clear framework for executing, monitoring, and maintaining the General Plan over the planning horizon. This Planwest Partners Inc.
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effort will evaluate existing implementation programs, departmental responsibilities, funding mechanisms, and procedural tools used to carry out General Plan policies. The update will define roles, timelines, performance metrics, and reporting protocols to ensure accountability and transparency in plan implementation. The Element will also address interdepartmental coordination, capital improvement planning alignment, zoning and ordinance updates, development review procedures, and opportunities to leverage grants and external funding. Monitoring provisions will include guidance for annual reporting, plan amendments, and periodic comprehensive updates. Deliverables will include an updated implementation matrix, administrative procedures, and action-oriented programs designed to ensure the General Plan remains a functional and enforceable policy document.
Task 4.12: Draft General Plan
A large document such as the General Plan will take at least two rounds of City review. We envision the General Plan Advisory Committee and City staff will provide iterative review as each Element is drafted.
Once that process is complete, the General Plan document will be and assembled into a single document.
Administrative Draft General Plan
The Planwest Team will combine the draft elements into a single Administrative Draft General Plan for review by the City. Our scope and budget assume that City staff will circulate the document to the appropriate reviewers. To ensure that City staff comments are coordinated, we will work with staff to compile and consolidate the comments into a single document. Upon receipt of the comments we will make edits to the text and revise graphics in track change mode to address each comment directly or explain why a change may not be appropriate.
Public Review Draft General Plan
The Public ReviewDraftGeneral Plan will be provided to the City for reviewandwill be suitable for posting on the website and for discussion with the public before and during the consideration of the EIR.
Study Sessions with Planning Commission and/or City Council The Planwest Team will facilitate a study session and/or joint workshop with the City Council / Planning Commission to review the draft General Plan and zoning updates with the City’s support. The Planwest Team assumes this task includes up to two study sessions.
Task 4 Deliverables
Administrative Draft General Plan (Word and PDF and one hard copy) Public Review Draft General Plan (Word and PDF and one hard copy) Participation in up to 2 Study Sessions with the City Council and/or Planning Commission TASK 5 ZONING CODE &MAP UPDATES
Task 5.1 Priority Zoning Updates
In the RFP the City acknowledges there is a long list of inconsistencies, archaic concepts, and misalignments within the existing General Plan and Zoning Code that should be addressed. Early on in the project we will review the current zoning ordinance with staff and stakeholders to outline changes considered essential, and other changes that have been identified.
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We will update the zoning code concurrent with the General Plan text to ensure consistency in review.
As we update the General Plan, we will note the situations where additional amendments to the zoning ordinance will be needed. All recommended amendments will be incorporated into the overall zoning ordinance update. The zoning code may need to reference development standards and may include development requirements that were traditionally part of design review or conditional use process. We will also include zoning discussions as appropriate in the public outreach process to make efficient use of resources.
Task 5.2: Targeted Zoning Updates for Focus Areas
The City recently completed a Listening Campaign that identified an emerging vision of the city that includes strong community character and a small-town feel balanced with economic vitality and local opportunity. PlaceWorks will engage with community members to identify what elements of the built environment and land uses contribute to the desired community character, and develop strategies to implement these through land use, zoning code, and design guidelines.
After the community vision and focus areas are defined, targeted zoning and design standards will be developed to define how the City wants those areas to look. Not necessarily a full form-based code but community-aligned design elements for buildings and public realm. These key elements could either be in the development code, or referenced to an outside design requirement. One thing to consider is a streamlined approval process where if applicants follow the design criteria they can have a ministerial approval. The code would also contain a pathway for projects that wish to choose another path where they would have to explain to the Planning Commission and Council why/how their project fits in with the community vision.
Community Walking Tours
PlaceWorks will lead two or three walking tours of focus areas, including Downtown, to identify what elements of the built environment and streetscape are most desirable and can be replicated, as well as some that are less successful. We will work with City staff to develop a handout for participants that include maps with the route, destinations, and key features, as well as discussion questions and space for participants to note their observations. PlaceWorks will facilitate discussion with the group and will provide a summary of these tours that includes participants’ observations, photographs, and observed constraints and opportunities.
Urban Design and Land Use Recommendations
PlaceWorks will review existing land use and design guidance for the focus areas to identify existing barriers to desired character and land uses. Based on the community vision and market analysis we will develop design guidance for the focus areas and identify opportunities to integrate these into city policy and regulations. Our goal will be to increase design quality while streamlining development approval processes. We will also provide recommendations on near-term activation strategies and public realm improvements that can help support focus area vitality.
Task 5 Deliverables
Administrative Draft Zoning Updates (Word and PDF and one hard copy) Public Review Draft Zoning Updates (Word and PDF and one hard copy) Final Zoning Code for City Adoption (Word and PDF and one hard copy) Planwest Partners Inc.
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TASK 6 ENVIRONMENTAL REVIEW
We believe that the existing EIR still has value and with an Addendum, may continue to provide service to the City for this work effort. As we understand it the City does not want to expand land areas beyond those evaluated in the EIR. As the General Plan EIR effectively evaluated development within this perimeter we can Addend it to reflect the anticipated changes to the downtown and focus area land use pattens and leave the City with an adequate document suitable for tiering and CEQA §15183 streamlining. There is no expiration date on an EIR, only whether it continues to inform the public of the probable environmental impacts associated with future actions. As a programmatic document, the Addendum would only need to cover changes in state law, local conditions, or ordinances that would apply to impacts. We believe that much of this evaluation structure is in place, and applicable to future projects, thus obviating the need for a new EIR. However, if land use changes are proposed that could result in potential environmental impacts not previously identified, a scope and budget amendment may be required.
Task 6.1 CEQA Kick-off and Project Management
The PlaceWorks’ CEQA team will manage all aspects of the environmental review for the General Plan update, working in close collaboration with the General Plan team and coordinating with staff to understand the project and build-in future streamlining opportunities. Working with staff, PlaceWorks will also be responsible for consulting and coordinating with local and State agencies relative to the environmental review process, as necessary.
At the outset of this task, PlaceWorks will participate in a CEQA kick‑off meeting to review project objectives and the level of detailed analysis anticipated. At the kick-off meeting, we will coordinate existing, available information, identify data needs and gaps, further define roles and responsibilities, set a protocol for communication, and discuss the timeline.
Following the task kick-off meeting, through publication of the CEQA document, we will hold meetings with staff and other team members, as needed. These meetings would be in addition to regular email and phone communication between project team members. PlaceWorks will attend up to 6 virtual meetings, which we anticipate to be 30 minutes on average, but could be up to an hour at peak times in the CEQA process.
Task 6.2 Administrative Draft Addendum to the Certified PEIR The Administrative Draft Addendumwill be submitted to City staff for review and comment. Upon receipt of a consolidated set of comments from the City on the Administrative Draft, PlaceWorks will reconcile comments received and prepare a second screen check Draft Addendum for review.
Technical Studies and Analysis
The Addendum will rely on technical studies prepared by GHD under Task 3. GHD will also prepare CEQA- consistent, program level analysis for the EIR sections associated with their Task 3 technical memorandums which may include:
Public Facilities, Services, and Infrastructure:
GHD will develop a programmatic analysis of public facilities, services, and infrastructure as part of the CEQA environmental review, consistent with CEQA Guidelines and appropriate for long-term general plan policy planning.
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Circulation and Transportation:
GHD will utilize the transportation significance criteria and Vehicle Miles Traveled (VMT) thresholds applied to the Mill District Specific Plan for evaluation of the General Plan. Results will be documented in a technical memorandum supporting the Circulation and Transportation chapter of the Addendum.
Biological Resources:
GHD will prepare a biological technical memo that supports the GPU and CEQA analysis. This task will include the compilation of existing biological information including data regarding sensitive habitats, vegetation communities, wetlands, and special-status species across the Planning Area. This consolidated biological baseline information will inform relevant General Plan elements, guide policy development, and provide necessary information for the EIR Addendum.
Air Quality/GHG Analysis:
GHD will prepare a CEQA-consistent, program-level air quality and GHG analysis for the City of Fortuna GPU, aligned with applicable air district guidance and SB 32 climate targets.
Task 6.3 Public Draft Addendum
The public Draft Addendum will be reviewed as part of PlaceWorks’ quality assurance/quality control policy to confirm all comments and edits have been addressed and the document has all attachments, draft notices, and appendices as referenced in the text. The Addendum will meet applicable California Accessibility Standards. Upon City approval of public draft version, distribution and posting will be consistent with CEQA Guidelines. No defined public review period is required, however we can work with the City to post on the City’s website and provide notice to interested parties prior to adoption. Digital files of the Addendum and appendices, as a whole and as individual chapters, will be posted so they can be easily uploaded to the City’s website.
Task 6.4 Staff Report and Resolution
PlaceWorks will prepare a draft staff report, findings, and resolution for adoption. PlaceWorks will submit the draft findings and resolution for one round of review by staff.
Task 6 Deliverables
Detailed project schedule(Word/Excel and PDF)
Draft and Final Project Description, incorporating comments received (Word and PDF) Administrative and Public Draft Addendum (Word and PDF, and 2 hard copies of Addendum) Attend Public comments hearing (in person)
Draft and revised staff report and resolution
Task 6 Assumptions
• The City will supply the Planwest team with all requested data, including GIS data. • The Planwest team to assist the City to distribute to the State Clearinghouse, and to Responsible and Trustee agencies. The City will post any legal notices in the newspaper and send the notice to interested parties.
• The City will pay NOD filing, County Clerk, and CDFW fees.
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TASK 7 ADOPTION HEARINGS AND FINALGENERAL PLAN AND
ZONING AMENDMENTS
Task 7.1 Adoption Hearings, and CEQA NOD
Staff from both Planwest and PlaceWorks will attend the Planning Commission and City Council hearings for consideration of the proposed project. PlaceWork’s focus will be to answer questions on the urban design zoning code and CEQA, and Planwest’s focus will be on the General Plan.
PlaceWorks will draft the Notice of Determination (NOD) for City use. Following the adoption of the EIR Addendum, and within five days of project approval, the City will need to submit to the County Clerk and pay all applicable filing fees at the time of posting. PlaceWorks’ budget does not include payment of any filing fees. If requested, PlaceWorks can file the NOD with the State Clearinghouse.
Task 7.2 Final General Plan & Zoning Amendments
Following the EIR public review and City adoption process, there may be minor, non-substantive changes to the General Plan that will need to be incorporated. The Planwest Team will work with the City to evaluate the changes against the EIR, determine whether any additional analysis is required, and then produce the adopted final version of the General Plan. This document will be posted on the City’s website. The Planwest team will also provide all digital files (GIS, PDF, Word, Excel) used to generate the General Plan so that the City has a complete copy of all materials.
Task 7 Deliverables
Draft and Final Planning Commission and City Council staff reports, findings, resolutions, and presentations (Word/PDF/PowerPoint).
Participation in Planning Commission hearing for recommendation and adoption of the General Plan 2060 and zoning amendments.
Participation in City Council hearings for CEQA adoption and the General Plan 2060 and zoning amendments.
Draft and Final Notice of Completion (NOC) and Notice of Determination (NOD) Final General Plan and zoning, Word document, pdf. version, and one print copy.
Planwest Partners, Inc. REVISED 4.13.2026 Blodgett Brogna Nielsen Wickman Choy Chung Teague Seale Krispi Barker West Goren/
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PIC/PM Senior Pln. Senior Pln. Assoc. Pln. GIS Analyst Asst. Pln. CEQA PIC Safety &
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PM/Safety Asst. PM CEQA Staff CEQA Staff Proj. Pln.
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TASK $225 $175 $175 $160 $140 $140 $290 $280 $255 $190 $235 $165 $145 $140 $270 $150 $155 $170 $145 $200 TASK 1 PROJECT INITIATION & MANAGEMENT 566 124,868.00
1.1 Coordination and Communication 150 60 90 40 20 36 16 8 $3,401 420 93,181.00 11.01%
1.1 Kick-off Meeting and Working Session 16 16 16 12 16 6 $2,267 82 19,807.00 2.34%
1.2 Existing Data and Document Review 12 8 12 8 16 8 64 11,880.00 1.40% TASK 2 PUBLIC OUTREACH STRATEGY 870 167,190.00
2.1 Citywide Outreach and Workshops 50 50 50 40 24 30 30 16 8 298 55,680.00 6.58%
2.2 Stakeholder Interviews or Focus Groups 26 30 24 24 16 8 128 26,500.00 3.13%
2.3 General Plan / Technical Advisory Committee (GP TAC) 40 40 30 30 16 4 160 29,560.00 3.49%
2.4 Project Branding and Media 24 32 24 50 16 16 16 178 33,520.00 3.96%
2.5 Planning Commission and City Council Joint Study Session 30 24 16 12 16 8 106 21,930.00 2.59% TASK 3 EXISTING CONDITIONS & TRENDS 564 197,005.00
3.1 Existing Conditions Mapping 6 8 24 38 6,110.00 0.72%
3.2 Existing Conditions Summary Memos 24 32 12 20 24 112 19,660.00 2.32%
3.2.1 Public Facilities, Services, and Infrastructure 2 2 $15,000 4 15,800.00 1.87%
3.2.2 Circulation, Transportation, & VMT 2 2 $38,000 4 38,800.00 4.59%
3.2.3 Biological Resources Report 2 2 $15,000 4 15,800.00 1.87%
3.2.4 Noise 2 2 4 800.00 0.09%
3.2.5 GHG/Air Qual. 2 2 $15,000 4 15,800.00 1.87%
3.3 Economic Baseline Report and Strategic Economic Asmt 4 4 $15,585 8 17,185.00 2.03%
3.4 Environmental Justice Compliance
3.4.1 Community Health Background Memo 1 1 16 24 8 8 58 10,355.00 1.22%
3.4.2 SB 1000 Compliance Appendix 1 1 4 8 2 8 24 4,285.00 0.51%
3.5 Safety Element Technical Studies
3.5.1 Prepare Climate Change Vulnerability Asmt 1 4 8 16 60 8 6 103 17,055.00 2.02%
3.5.2 Safety Element Background Report and Mapping 1 2 8 16 32 40 8 6 113 18,975.00 2.24%
3.6 Existing General Plan Audit 24 16 16 30 2 88 16,380.00 1.94% TASK 4 GENERAL PLAN UPDATE 688 129,075.00
4.1 Introduction 6 8 8 4 26 4,710.00 0.56%
4.2 Land Use Element 24 34 30 4 4 96 17,270.00 2.04%
4.3 Economic Development Element 4 4 2 $7,085 10 8,965.00 1.06%
4.4 Housing Element 0 0.00 0.00%
4.5 Transportation & Circulation Element 12 8 16 16 4 56 9,460.00 1.12%
4.6 Natural & Cultural Resources Element 12 24 8 16 4 64 11,100.00 1.31%
4.7 Parks, Recreation, & Open Space Element 12 12 24 12 4 64 10,880.00 1.29%
4.8 Public Facilities & Services Element 12 24 8 16 4 64 11,100.00 1.31%
4.9 Heath & Safety Element 6 12 12 4 6 18 32 8 40 8 4 150 27,140.00 3.21%
4.10 Community Design Element 12 12 12 4 40 7,460.00 0.88%
4.11 Administration & Implementation Element 6 8 12 4 30 5,230.00 0.62%
4.12 Draft General Plan 24 20 20 24 88 15,760.00 1.86%
TASK 5 ZONING CODE & MAP UPDATES 684 134,835.00
5.1 Priority Zoning Updates 24 16 40 24 40 24 65 8 24 14 40 319 59,285.00 7.01%
5.2 Targeted Zoning for Focus Areas 24 32 24 24 125 120 16 365 75,550.00 8.93% TASK 6 ENVIRONMENTAL REVIEW 247 66,460.00
6.1 CEQA Kick-off and Project Management 6 16 20 42 9,790.00 1.16%
6.2 Administrative Draft Addendum 12 8 4 16 8 16 40 8 8 8 $20,000 128 42,380.00 5.01%
6.3 Public Draft Addendum 4 8 4 8 16 4 4 4 52 9,180.00 1.09%
6.4 Staff Report & Resolution 4 12 4 5 25 5,110.00 0.60% 0 0.00 0.00%
TASK 7 FINAL GENERAL PLAN AND ADOPTION HEARINGS 114 22,050.00
7.1 Adoption Hearings, and CEQA NOD 8 4 8 8 8 36 8,220.00 0.97%
7.2 Final General Plan & Zoning 16 10 20 24 8 78 13,830.00 1.63% Total Hrs. by Firm Team Member 648 334 568 266 262 162 156 12 34 141 206 56 153 140 237 120 62 66 68 42 Total Cost by Firm Team Member $145,800 $58,450 $99,400 $42,560 $36,680 $22,680 $45,240 $3,360 $8,670 $26,790 $48,410 $9,240 $22,185 $19,600 $63,990 $18,000 $9,610 $11,220 $9,860 $8,400 Total Firm Hours 2,240 1,451
Total Cost by Firm $405,570 $296,175 $8,400 $103,000.00 $28,338.00 % of Labor Hrs. by Firm 1%
% of Cost by Firm 1% 12% 3%
REIMBURSABLE EXPENSES
Planwest Partners, Inc.
Mileage for in-person attendance for public engagement activities, meetings, and hearings. $453.00 Materials and refreshments for public workshops $500.00 Subtotal $953.00
PlaceWorks
Sacramento to Fortuna (4 times x 285 x 2) $2,500.00
Workshop Supplies & Refreshments $500.00
Reproduction $500.00
GIS Fees $100.00
Subtotal $3,600.00
GRAND TOTAL
8%
3%
$846,036.00
0.4%
0.11%
$841,483.00 99.5%
60%
48%
39%
35%
3,733
20%
23%
15%
16%
CONSULTING PROPOSAL COST
TOTAL
CONSULTING
TEAM HOURS
SUB-TOTAL COST
BY TASK ($)
PHASE COST AS % OF
TOTAL COST
15%
2060 General Plan - Cost Proposal Planwest Partners PlaceWorks GHD RSG Jen Rice
Consults
PROFESSIONAL SERVICES AGREEMENT
Insurance Requirements for Professional Services
Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non-owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.
3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. (Not required if Consultant provides written verification it has no employees)
4. Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant’s profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. If coverage is canceled or nonrenewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work. A copy of the claims reporting requirements must be submitted to the Entity for review.
5. Cyber Liability / Technology E&O: Minimum $1,000,000 per claim, covering data breach, privacy liability, and network security.
If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the Entity requires and shall be entitled to the broader coverage and/or
PROFESSIONAL SERVICES AGREEMENT
higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Entity.
Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
The Entity, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations.
General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance at least as broad as one of the following ISO ongoing operations Forms: CG 20 10 or CG 20 26 or CG 20 33 (not allowed from subcontractors), or CG 20 38; and one of the following ISO completed operations Forms: CG 20 37, CG 20 39 (not allowed from subcontractors), or CG 20 40.
Primary Coverage
For any claims related to this contract, the Consultant’s insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 as respects the Entity, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the Entity, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.
Notice of Cancellation
Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or self-insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance.
Waiver of Subrogation
Consultant hereby grants to Entity a waiver of any right to subrogation which any insurer of said Consultant may acquire against the Entity by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the Entity has received a waiver of subrogation endorsement from the insurer.
However, the Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of the Entity for all work performed by the Contractor, its employees, agents and subcontractors.
Self-Insured Retentions
PROFESSIONAL SERVICES AGREEMENT
Self-insured retentions must be declared to and approved by the Entity. The Entity may require the Consultant to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or Entity.
Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the Entity.
Verification of Coverage
Consultant shall furnish the Entity with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to Entity before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The Entity reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that Entity is an additional insured on insurance required from subcontractors.
Special Risks or Circumstances
Entity reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
Consent Agenda Item 3f
STAFF REPORT
Consent Agenda Item
DATE: April 20, 2026
TO: Honorable Mayor and Council Members
FROM: Katey Schmidt, Senior Planner
THROUGH: Amy Nilsen, City Manager
SUBJECT: Professional Services Agreements with Planwest Partners, Inc. for the 2027– 2035 Housing Element Update
RECOMMENDED ACTION:
1. Authorize the City Manager to execute a professional services agreement with Planwest Partners, Inc., in an amount not to exceed $82,030 for preparation of the 2027–2035 Housing Element Update, including HCD certification support and CEQA compliance.
2. Approve the supplemental budget request for $20,000 to begin the 2027-2035 Housing Element Update this fiscal year.
EXECUTIVE SUMMARY:
In order to meet existing and future housing needs for all in the community, the State of California (Government Code Section 65583) requires that all local jurisdictions adopt a Housing Element as part of their Comprehensive General Plan. A Housing Element is a strategic housing plan outlining how the City will meet its housing needs, including identifying sites to accommodate new housing and programs to facilitate housing production.
State law requires that jurisdictions update their Housing Element and have it certified by the State Housing and Community Development Department (HCD) every eight years. The City must prepare and have its Housing Element certified by August 31, 2027, for the 2027-35 period. Due to the extensive work needed to prepare the Housing Element, the City will require the assistance of a consultant. After issuance of a Request for Proposals, staff recommend that the City award a contract to Planwest Partners, Inc.
BACKGROUND:
Since 1969, the State has required all local jurisdictions to adequately plan to meet the housing needs of everyone in the community. Local jurisdictions meet this requirement by adopting housing elements as part of their Comprehensive General Plan, which serves as the City’s "blueprint" for how the City will grow and develop. State law mandates inclusion of eight elements in comprehensive plans: land use, transportation, conservation, noise, open space, safety, housing, and most recently, environmental justice. Jurisdictions may elect to include additional elements.
Consent Agenda Item 3f
The Housing Element is one of the eight mandated elements in the Comprehensive General Plan and the only element that requires certification by the state. The Housing Element covers a period of eight years. California’s housing element law acknowledges that, in order for the private market to adequately address the housing needs of Californians, local governments must adopt plans and regulatory systems that provide opportunities for housing development. As a result, housing policy in California rests largely on the effective implementation of comprehensive local general plans and in particular, local housing elements.
The 2027–2035 Housing Element Update will address the City’s Regional Housing Needs Allocation (RHNA) and comply with State requirements related to Affirmatively Furthering Fair Housing (AFFH), housing site inventory analysis, and certification by the California Department of Housing and Community Development (HCD).
PROCUREMENT AND SELECTION
An RFP was issued in January 2026 and evaluated using criteria identified in the RFPs, including consultant qualifications, project understanding, approach, public outreach strategy, schedule, and cost. Following proposal review and interviews, Planwest Partners, Inc. ranked highest. The recommended consultant demonstrated strong familiarity with the City of Fortuna and extensive experience with General Plan and Housing Element updates throughout California.
SCOPE OF SERVICES
The Housing Element Update scope includes RHNA analysis, housing sites inventory, AFFH analysis, public outreach, CEQA compliance, and HCD certification support.
FINANCIAL IMPACT
The total estimated cost for the 2027–2035 Housing Element Update is $82,029.99 and will come from reserves. For fiscal year 2025-26 the total supplemental budget request is $20,000, with the remaining funds to be budgeted in the fiscal year 2026-27 budget during the regular budget process. These funds were reserved in the General Fund through the fiscal year 2025-26 budget process for this very purpose.
RECOMMENDED COUNCIL ACTION:
Authorize the City Manager to execute a professional services agreement with Planwest Partners, Inc., in an amount not to exceed $82,030 for preparation of the 2027–2035 Housing Element Update, including HCD certification support and CEQA compliance and approve the supplemental budget request for $20,000 to begin the 2027-2035 Housing Element Update this fiscal year.
Consent Agenda vote.
ATTACHMENTS:
1. Housing Element 2027–2035 Update Proposal from Planwest Partners
2. Supplemental Budget Request
3. Professional Services Agreements with Planwest Partners, Inc. for the 2027–2035 General Plan and Housing Element Update
(707) 825-8260 670 9th Street, Ste. 201
www.planwestpartners.com Arcata, CA 95521
Proposal for
City of Fortuna
2027 – 2035
Housing Element
Update
February 12, 2026
Prepared by:
Planwest Partners, Inc.
City of Fortuna February 12, 2026
Community Development Department
Attn.: Katey Schmidt, Senior Planner
621 11th Street
Fortuna, CA 95540
RE: City of Fortuna 2027 – 2035 Housing Element Update
Dear Selection Committee,
On behalf of Planwest Partners Inc., we are pleased to submit this proposal to assist the City of Fortuna with its 7th Cycle Housing Element update. Planwest brings a strong record of preparing State-certified Housing Elements for communities similar in size and character to Fortuna—we recently completed multiple HCD-certified 6th Cycle Housing Elements in Siskiyou County. Our team also offers technical expertise in zoning reform, housing policy, and CEQA compliance.
For this proposal, the Planwest team includes Principal Planner Vanessa Blodgett, Senior Planner Michelle Nielsen, AICP, and Senior Advisor Michael Richardson, all of whom have authored and managed all aspects of numerous housing elements for Northern California cities and the County of Humboldt that were certified by the State. With former and current city and county planners on staff, the Planwest team combines experience and familiarity with working for local governments, and the legislative processes and procedures that underpin a Housing Element update.
We are excited to continue our partnership with the City, building off our recent work on the Mill District Specific Plan and completion of several 6th Cycle Housing Element programs. We are confident that our local knowledge and extensive Housing Element experience will provide Fortuna with the specialized support needed to complete the 2027 – 2035 Housing Element Update. We pair this with a practical understanding of municipal land use planning and Humboldt County’s unique planning context and community values. We will build on this understanding and experience to offer an approach to deliver a 7th Cycle Housing Element that can be certified by HCD while incorporating the community’s housing-related goals. In addition, we understand the Housing Element update may be informed by the City’s current strategic planning process and will inform land use considerations for the pending General Plan Update.
Thank you for considering our proposal. We look forward to discussing it with you and the selection committee so we can bring our experience, creativity, and deep local connection to support Fortuna’s approach to housing policy . Vanessa Blodgett is the official authorized to negotiate for the team, and Michelle Nielsen is the primary contact should you have questions about the proposal. Our proposal is a firm offer and is valid for 180 days from the submittal date.
Sincerely, on behalf of our team,
Vanessa Blodgett, Principal Michelle Nielsen, AICP, Senior Planner [email protected] [email protected] Planwest Partners, Inc. (O) 707.825.8260 ext. 105
(O) 707.825.8260 / (M) 707.498.3645 / (F) 707.825.9181
670 9th Street, Suite 201
Arcata, CA 95521
Proposal for the City of Fortuna February 2026
Planwest Partners, Inc. Page | i
TABLE OF CONTENTS
Executive Summary ....................................................................................................................................... 1 Planwest’s Approach for Preparing Fortuna’s 7th Cycle Housing Element .................................................... 1 Work Plan for Preparing Fortuna’s 7th Cycle Housing Element ..................................................................... 1 Firm Overview, Qualifications, and Experience ............................................................................................... 5 Project Experience .................................................................................................................................... 5 Project Team – Key Members ......................................................................................................................... 8 Scope of Services ......................................................................................................................................... 9 Task 1.0: Project Kickoff, Coordination, and Management ......................................................................... 10 Task 2.0: Community Outreach and Engagement ...................................................................................... 11 Task 3.0: Prepare Housing Element Sections ............................................................................................ 13 Task 4.0: Draft Housing Element .............................................................................................................. 17 Task 5.0: Preparation of Housing Element for Adoption and Public Hearings .............................................. 18 Task 6.0: State Certification ..................................................................................................................... 19 Task 7.0: CEQA Compliance .................................................................................................................... 19 Conflict of Interest Statement ...................................................................................................................... 20 Project Manager References ........................................................................................................................ 21 Schedule of Services and Cost Estimate ...................................................................................................... 21 APPENDIX A - Resumes
Proposal for the City of Fortuna February 2026
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EXECUTIVE SUMMARY
Planwest is uniquely qualified to provide the City of Fortuna with the 7th Cycle Housing Element update that meets the overall project objectives. Our team includes key Planwest staff who led and authored the 6th Cycle Housing Element updates for the cities of Ferndale, Point Arena, and multiple cities in Siskiyou County including Yreka, Mt. Shasta, and Dunsmuir. Planwest also prepares zoning amendments that implement adopted housing element programs to ensure compliance and designs and facilitates engaging public outreach campaigns.
Resumes of key team members are included in Appendix A.
Planwest’s Approach for Preparing Fortuna’s 7th Cycle Housing Element Our project approach includes:
• Planwest will perform a comprehensive review and annotation of the Fortuna’s adopted 6th Cycle Housing Element before the Planwest–City of Fortuna in-person kick-off meeting and working session. This document will serve as the Housing Element update roadmap and will maximize the effectiveness of our initial meeting. Planwest’s coordination and collaboration with City staff will continue throughout the update process.
• In addition to traditional public hearings, our community engagement approach gives opportunities for all Fortuna residents to give input while also engaging hard-to-reach groups and special populations. Also, community outreach and engagement that builds upon Jen Rice Consults’ in-progress community listening and visioning sessions.
• Promotional materials and Housing Element content that avoid jargon and use plain language to support transparency, and documents that are understandable for residents. Promotion materials will be in English and Spanish to support inclusion.
• A timeline and deliverables schedule for all activities that ensures the City of Fortuna will file an adopted 7th Cycle Housing Element by HCD’s estimated statutory deadline of July 15, 2027, while accommodating two rounds of revisions in response to formal HCD findings. • Planwest’s approach includes an early focus on assessing the City’s demographics, socioeconomic conditions, housing needs, and current housing programs to determine effectiveness and identify any needed program recalibration. For this assessment, including AFFH, we will use readily available and appropriate national, state, and local qualitative and quantitative data.
Based on our recent experience preparing Housing Elements for six cities in Siskiyou County, we recommend that Planwest develop and manage a dedicated Housing Element website to streamline community outreach efforts and ensure compliance with AB 215’s posting and notification requirements. From our experience guiding housing elements through HCD’s review and certification process, we suggest that the City take advantage of HCD’s offer for early technical assistance to Humboldt County jurisdictions. We believe that participating in this assistance will help avoid surprises, shorten the review and revision process to achieve certification sooner.
Based on our experience assisting the cities of Ferndale and Fortuna in implementing their 6th Cycle Housing Elements, programs in an adopted Housing Element should be prepared with the expectation that they will be implemented during the planning cycle, and that any required performance metrics are realistic.
Work Plan for Preparing Fortuna’s 7th Cycle Housing Element The Work Plan summarizes the Scope of Services that are detailed below and identifies the responsible team member (bold), task deliverables, and the timeframe for completion.
Proposal for the City of Fortuna February 2026
Planwest Partners, Inc. Page | 2
Task 1.0 Project Kickoff, Coordination, and Management
Responsible Team
Member:
Michelle Nielsen, Vanessa Blodgett, and Sarah Wickman
Deliverables: Detailed work program, with schedule; data and document request list, post-meeting summaries with action items.
Timeframe: Project Weeks 1 – 3. Project management will occur throughout the update process. • Establish a meeting schedule for Planwest–City of Fortuna to coordinate regularly on the preparation of the Housing Element.
• Planwest will review and annotate the 6th Cycle Housing Element that will serve as a roadmap for the Housing Element update. Planwest will also review the City’s annual progress reports (APR). • Planwest will compile a request list for documents and data necessary to prepare the Housing Element. • Conduct an in-person half-day kickoff meeting and working session to confirm goals, roles, communication protocols, and schedule. Also, review and discuss Planwest’s annotations of Fortuna’s Housing Element and the update roadmap.
Task 2.0 Community Outreach and Engagement
Responsible Team
Members:
Michelle Nielsen and Sarah Wickman
Deliverables: Detailed Outreach and Engagement Strategy memo; Planwest-managed Housing Element update website; City platform-ready content for City distribution; publication of an online public survey; resident and stakeholder interviews; a community workshop; and up to 3 updates to the community as part of the City Council’s regular meetings.
Timeframe: Project Weeks 1 – 45.
• Planwest will build on the listening and visioning work already conducted by Jen Rice Consults. We will meet with City staff to review what has been learned so far, identify where additional input is needed, and determine whether specific groups or topics require targeted outreach (i.e., a gap analysis); we assess outreach methods suited to Fortuna and develop strategies to ensure participation from all community segments, including underrepresented populations.
• Planwest will create and manage a dedicated Housing Element website to house project information, meeting notices, and draft documents. We will supply ready-to-use announcements and content for the City’s existing platforms, prepared in English and Spanish (and other languages as needed). • Planwest will design and distribute an online survey to gather community perspectives on housing needs, challenges, and opportunities. (Planwest will analyze the results of the survey as part of Task 3.7.) The survey will be anonymous, mobile-friendly, and available in English and Spanish. Paper copies will also be offered. • Based on the gap analysis, Planwest will conduct 5–8 resident and stakeholder interviews to ensure diverse and representative participation.
• Planwest will lead one community workshop informed by the survey and interview findings, as well as housing data from Task 3. The workshop will help residents and local leaders discuss housing needs and potential solutions.
• Planwest will attend up to three City Council meetings to provide brief updates on project progress and upcoming engagement opportunities. These are in addition to our attendance at public hearings as part of Tasks 4.3 and 5.2.
Proposal for the City of Fortuna February 2026
Planwest Partners, Inc. Page | 3
Task 3.0 Prepare Housing Element Sections
Responsible Team
Members:
Michelle Nielsen, Vanessa Blodgett, Michael Richardson, and Sarah Wickman. City staff will be consulted for input and expertise regularly during the development of the Housing Element sections.
Deliverables: The deliverables for Task 3.0 are detailed in Tasks 4.0 through 6.0 below.
Timeframe: Project Weeks 1 – 17.
• Planwest will evaluate how well the City’s 6th Cycle Housing Element programs performed and identify which approaches were effective, and where improvements are needed. Also, programs that are needed to meet the new legal requirements.
• Compile national, state, and local demographic and socioeconomic data, and conduct a population, employment, and housing needs analysis, including special needs populations and cost burden/overpayment, overcrowding, and homelessness.
• Analyze governmental and non-governmental constraints, such as zoning, fees, processing times, development standards, infrastructure, land costs, financing availability, environmental constraints, etc.
With City staff input, Planwest will identify opportunities and potential programs to reduce or remove identified constraints. This will include a review of pipeline projects and ADU trends in Fortuna. • Update the City’s parcel-level sites inventory (density, capacity, realistic yield, utilities, environmental constraints, candidate rezones).
• Prepare an AFFH analysis meeting the requirements of AB 686 using State and federal datasets that will be supplemented by interviews of key City staff and local organizations to better understand infrastructure investment patterns, community amenities, and any demographic trends that may affect fair housing.
Planwest will prepare a clear, measurable AFFH Action Plan with commitments appropriate to the City’s size, capacity, and housing market.
• Planwest will analyze all engagement results from Task 2, including interviews, the online survey, and the community workshop. We will summarize key themes and community priorities in a clear narrative suitable for inclusion in the Housing Element and for use by decision-makers. • Planwest will develop updated housing goals, policies, and implementation programs for the 7th Cycle Housing Element. These will reflect community input, current conditions, State law requirements, and findings from Tasks 2 and Tasks 3.1 through 3.7. Each program will include timelines, responsible departments, geographic targets, and measurable outcomes.
Task 4.0 Draft Housing Element
Responsible Team
Members:
Michelle Nielsen, Vanessa Blodgett, Michael Richardson, and Sarah Wickman.
Because this project phase involves releasing the Housing Element for public review, a City Council public hearing, and HCD review, City staff are expected to assist with noticing, review/approval of iterative work products, attendance at meetings with HCD, etc.
Deliverables: Admin Draft, Public Draft, HCD Review Draft, and subsequent HCD Review Drafts, HCD submittal packages: transmittal letters; memos documenting compliance with AB 215; HCD’s Excel sites inventory workbook; and response-to-HCD Comments memorandum or comment matrix.
Timeframe: Project Weeks 17 – 54.
• Assemble Administrative Draft from the sections developed in Task 3; route to staff for review/approval. • Planwest will revise the Administrative Draft to address City comments and prepare the Public Review Draft.
Upon City review/approval, Planwest will post the Public Review Draft on the Planwest-managed website for the 30-day public review period, and notify interested parties in accordance with AB 215. • Planwest will present the Public Review Draft at one City Council hearing planned for August 2026.
Proposal for the City of Fortuna February 2026
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• Following the 30-day public review period, Planwest will revise the Housing Element to incorporate City and public input, which will be routed to City staff for review/approval. Upon close of the AB 215 period, the Housing Element will be submitted to HCD for 90-day review. • Planwest will act as the City’s primary contact during HCD’s 90-day review. We will respond to informal feedback from HCD and revise the Housing Element to address all required HCD comments.
Task 5.0 Preparation of Housing Element for Adoption and Public Hearings Responsible Team
Members:
Michelle Nielsen, Sarah Wickman. Because this project phase involves preparing the Housing Element for City Council adoption, it is expected that City staff will assist with noticing, review/approval of iterative work products, including staff reports, findings, and resolutions.
Deliverables: Draft public notices; draft and final staff reports, findings, and adoption resolutions for the Planning Commission and City Council; Planning Commission and City Council PowerPoint presentation; the adopted Housing Element; and water and sewer provider notification letter for GC § 65589.7 compliance.
Timeframe: Project Weeks 46 – 64.
• Planwest will prepare all materials needed for the Planning Commission’s recommendation and the City Council’s adoption of the 7th Cycle Housing Element. This includes drafting public hearing notices, staff reports, findings, and adoption resolutions. The City will remain responsible for posting and publishing the official public hearing notices.
• Planwest will attend and present the adoption draft Housing Element at one Planning Commission hearing and one City Council hearing.
Task 6.0 State Certification
Responsible Team
Members:
Michelle Nielsen. Input from City staff may be needed to confirmthe finalization of HCD requests for clarification.
Deliverables: Final Adopted and Certified Housing Element document; coordination with HCD.
Timeframe: Project Weeks 64 – 72.
• Following City Council adoption of the 7th Cycle Housing Element, Planwest will prepare and submit the adopted Housing Element to HCD for final review and certification in accordance with GC Section 65585.
Planwest will respond to any follow-up questions or minor clarifications from HCD regarding the adopted document and will address any remaining procedural or technical issues required to secure certification.
Task 7.0 CEQA Compliance
Responsible Team
Members:
Sarah Wickman and Vanessa Blodgett. This task assumes that the City will retain responsibility for the filing and posting requirements (e.g., the Humboldt County Clerk, CEQA Submit, and the City’s website).
Deliverables: Draft and final tribal consultation letters; and draft and final CEQA document (e.g., Notice of Exemption or CEQA Addendum and a Notice of Determination.
Timeframe: Project Weeks 3 – 11 and 45 – 51.
• Planwest will support the City in meeting SB 18 and AB 52 tribal consultation requirements. We will help identify tribes entitled to notice, prepare draft consultation letters, and organize required documentation.
The City will issue the official consultation notices. If a tribe requests consultation, Planwest will help coordinate meetings or correspondence and prepare summaries that document issues raised and outcomes, consistent with CEQA and City procedures.
• Planwest will work with City staff to determine the appropriate CEQA pathway. This scope assumes preparation of either:
Proposal for the City of Fortuna February 2026
Planwest Partners, Inc. Page | 5
o A Notice of Exemption (NOE) under the Common Sense Exemption, or o An Addendum to the certified General Plan EIR if the Housing Element does not introduce new significant impacts.
FIRM OVERVIEW, QUALIFICATIONS, AND EXPERIENCE
Planwest Partners Inc. is a community planning consulting firm based in Arcata, CA, and has been serving California communities since 1997. Planwest is a California “C” corporation, small business that expanded ownership to include two employees, Vanessa Blodgett and Colette Santsche, in addition to founder George Williamson. As of January 1, 2021, Vanessa and Colette have combined majority company ownership, making Planwest a women-owned business. Planwest has assisted city, county, regional, and tribal governments; transportation planning agencies; special districts; non-profits; and private industry in achieving their specific goals. Our multi-disciplinary staff comprised of planners, spatial analysts, service specialists, and administrators offers a wide range of professional skills necessary to meet, and often exceed our clients’ diverse planning needs and expectations. Planwest provides a full range of planning services, including:
• Community, General, and Specific Plans
• Housing Element Updates
• Zoning and Development Codes
• Contract Planning Staffing and Support
• Strategic Plans and Visioning
• Community Outreach and Meeting Facilitation
• Project Management
• Environmental Planning Services – CEQA and NEPA Compliance • Geographic Information Systems (GIS) Mapping and Data Management We are committed to working collaboratively with our clients and the community to deliver outcomes that promote sound growth, improved housing opportunities for all income levels, economic sustainability, and environmental stewardship.
Project Experience
City of Mt. Shasta Housing Element Update and Emergency Shelter Amendments Planwest prepared the 6th Cycle Housing Element for the City of Mt. Shasta by comprehensive technical analysis, community engagement, and policy development. The
City’s priorities included practical and actionable housing programs to reduce barriers to housing production and
increase the variety of housing types. While meeting the requirements of Housing Element Law, Planwest evaluated zoning procedures and standards, identified critical code amendments, and developed programmatic strategies
tailored to the community’s needs. To ensure the Housing Element represented diverse perspectives, Planwest
identified community stakeholders and conducted interviews, including with representatives of special populations. Their input was incorporated into the Element’s policies. In 2023, Planwest prepared an SB 2 (2007) compliant emergency shelter ordinance and shepherded it through the adoption process. HCD certified Mt.
Shasta’s 6th Cycle Housing Element in October 2024.
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Contact: Todd Juhasz, City Manager, City of Mt. Shasta
Phone | Email: (530) 926-7519 | [email protected]
Date Services: 2022 to 2024
Project Manager: Michelle Nielsen
6th Cycle Housing Element Updates for the Cities of Dorris, Etna, Dunsmuir, Montague, and Tulelake Planwest served as project manager and lead author for all five Housing Elements. Our work included conducting public and stakeholder engagement; evaluating local land use regulations for consistency with state law and best practices; and preparing housing needs assessments for all income groups and special populations. We performed full AFFH analyses by compiling and analyzing demographic, housing, socioeconomic, and
environmental data, supplemented with interviews with local officials and service providers to ground-truth state and federal datasets. This information was used to identify patterns affecting access to opportunity and to develop targeted action plans. As part of each Housing Element, Planwest drafted updated policies and programs necessary to achieve consistency with State law. For the City of Dunsmuir, we researched and presented potential supplemental local housing programs about adaptive reuse, housing trust funds, inclusionary zoning, and ADU bonus programs in response to public and City Council requests for strategies to improve housing production and affordability. We also provided a high-level assessment of each program’s suitability, noting that the effectiveness of some approaches is dependent on local economic conditions. For all cities, we coordinated with staff to schedule and notice public hearings, and we prepared the staff reports, findings, and resolutions.
Planwest led each Housing Element through the full state certification process—documenting AB 215 compliance, facilitating communications between HCD and city staff, and completing all revisions needed to secure HCD certification for every city.
Contact: Rico Tinsman, Contract City Planner for the cities of Etna, Dorris, Montague, & Tulelake Phone | Email: (530) 925-6250 | [email protected]
Contact: Blake Michaelson, Interim City Manager, City of Dunsmuir Phone | Email: (530) 235-4822 | [email protected]
Date of Services: Oct. 2022 to Apr. 2024
Project Manager: Michelle Nielsen
City of Fortuna Contract Planner Services
Planwest provides both current and long-range contract planning services.
Planwest’s current planning services include the review of applications for density bonus, use permits, lot line adjustments, subdivisions, and applicantprepared CEQA documents. For long-range planning, Planwest is preparing zoning text and map amendments that implement programs adopted as part of the City’s 6th Cycle Housing Element. Planwest also led the development of a Specific Plan and Supplemental Environmental Impact Report (EIR) for the Mill District in the City of Fortuna. This project involved assessing the existing conditions and constraints of the Mill District; identifying the use, development, and other needs of the area; drafting amendments to the General Plan Land Use Element policies; and conducting stakeholder outreach to draft a Mill District Specific Plan (MDSP) that will support, improve, and increase the City’s economic, employment, and residential potential. Planwest coordinated www.siskiyou-housing.com, the Planwest- managed housing element website for cities in Siskiyou County.
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closely with City staff, local stakeholders, the Planning Commission, and the City Council throughout the course of the project.
Contact Person: Amy Nilsen, City Manager
Phone | Email: (707) 725-1410 | [email protected] Date of Services: 2021 to present
Project Managers: Vanessa Blodgett and Michelle Nielsen City of Ferndale – Housing Element Updates and Contract City Planner Services Planwest completed Ferndale’s 4th, 5th, and 6th Cycle Housing Element updates based on the City’s Regional Housing Needs Allocation (RHNA) and requirements of State Housing Element law. For these updates, Planwest revised the sites inventory, demographic, and socioeconomic data, and assessed the City’s progress on implementing the previous cycle’s programs.
Planwest also prepared CEQA environmental documents for Ferndale’s Housing Element updates. All of Ferndale’s Housing Elements prepared by Planwest have been certified by HCD.
Planwest has served as Ferndale’s Contract City Planner since 2008, providing applicants with guidance to ensure complete and compliant project submissions. Our services include reviewing and administering building permits, use permits, subdivisions, and lot line adjustments; coordinating with applicants and reviewing agencies; preparing notices and staff reports; and presenting projects to the Planning Commission and City Council.
Planwest also provides long-range planning services, including updates to multiple General Plan elements. Most recently, we completed comprehensive updates to the Land Use and Safety elements and prepared the supporting Environmental Impact Report. Additional services include ordinance amendments to implement housing element programs and preparation of the City’s annual General Plan progress reports.
Contact: Kristene Hall, City Manager, City of Ferndale
Phone | Email: (707) 786-4224 | [email protected] Date of Services: 2008 to present
Project Managers: Vanessa Blodgett and Michelle Nielsen City of Arcata Gateway Area Plan and General Plan 2045 Update Planwest led a comprehensive team that prepared the Gateway Area Plan and General Plan 2045 Update for the City of Arcata. This multidisciplinary project involved assessing land use policies city-wide to encourage and streamline infill development. In addition to the
comprehensive update to the City’s General Plan, the project also involved preparation of the Gateway Area Plan, and developing a new form-based code to foster work/live
environments that will increase housing opportunities in the city and allow for development of a lively community where residents can easily walk or bike to their daily needs. This project included extensive coordination with city staff, community members, and subject matter experts for cultural/ historical resources, creeks and wetlands, and to complete CEQA environmental review.
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Contact Person: David Loya, Community Development Director Phone | Email: (707) 825-2045 | [email protected]
Date of Services: 2021 to 2024
Project Manager: Vanessa Blodgett
Del Norte County – Preparation of the Sites Inventory
Planwest, as a subconsultant to Mintier Harnish, prepared the 6th Cycle residential land inventory for all income levels identified in the RHNA, including an inventory buffer of 20% for all income categories. To identify suitable sites and provide the 20% margin, Planwest’s site analysis included vacant, underutilized, and environmentally constrained sites. Planwest successfully identified and assessed sites for the following: appropriate zoning, service availability, suitability, and other State law requirements; for underutilized sites, the viability for potential re-use; and for environmentally constrained sites, we demonstrated realistic residential development potential.
HCD found the inventory compliant with the requirements of Government Code (GC) section 65583.2 as part of certifyingDelNorteCounty’sHousing Element.Other tasks performed:GIS mapping and analysis; prepared data charts and tables; and authored the sites inventory analysis section of the Housing Element.
Contact: Heidi Kunstal, Director, Community Development Department Phone | Email: (707) 464-7254 | [email protected] Date of Services: Dec. 2021 to Jan. 2023
Project Managers: Vanessa Blodgett and Michelle Nielsen PROJECT TEAM – KEY MEMBERS
Together, our team has the expertise, experience, and dedication to prepare housing element updates that are certified by the Department of Housing and Community Development (HCD). An overview of the qualifications and roles of key team members is provided below, and detailed resumes are included in Appendix A. The team’s organizational structure and roles are presented in the chart below. Additional Planwest technical support staff are available and will be brought in as necessary.
Vanessa Blodgett, Principal Planner and
Partner, will serve as the principal-in-charge.
She will oversee contracting, resource
allocation, and overall project budget
management and will be the designated
alternative project manager. Vanessa will also
assist with community outreach and public
engagement, and will prepare the results of
those efforts. She will also oversee the analysis
of disadvantaged communities. Vanessa
brings over 18 years of experience managing land use and planning projects for national, state, and local agencies. She specializes in Housing Element preparation, land use policy development, and CEQA/NEPA compliance. Vanessa has led complex planning and environmental projects, including the City of Arcata General Plan Update, the City of Ferndale Land Use Element Update, multiple Housing Element Updates, and projects for the Humboldt Bay Harbor, Recreation, and Conservation District. Her expertise spans project management, community engagement, preparation of environmental documents, permit acquisition, policy analysis, and implementation planning.
Michelle Nielsen, AICP, Senior Planner, will serve as the day-to-day Project Manager, coordinating between City staff and the project team, and keeping the project on schedule and on budget. Michelle will also serve as the lead preparer and author of the Housing Element, and will be involved in completing all Housing Element tasks, Proposal for the City of Fortuna February 2026
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and will serve as the liaison with HCD during their review process. Michelle has nearly 20 years of experience supporting California local governments in both long-range and current planning. She served as Project Manager and lead author for late–6th Cycle Housing Elements for six Siskiyou County cities and currently provides contract planning services to the cities of Ferndale and Fortuna. Prior to joining Planwest, Michelle led Humboldt County’s 6thCycleHousing Elementteamthrough development and certification, authoring the Element’s goals, policies, and programs. She also previously served as lead planner for a wide range of current planning projects, including residential, commercial, and industrial development, subdivisions, and lot line adjustments.
Michael Richardson, Senior Advisor, will assist with drafting several sections of the Housing Element, including the sites inventory and needs assessment. From 1991 to 2022, Michael held planning and management roles with the Humboldt County Planning and Building Department, leading major long-range and current planning initiatives. He led and authored six Housing Element updates, preparing GIS analyses, staff reports, and policy recommendations that expanded opportunities for affordable housing, second units, and subdivisions while maintaining compliance with state Housing Element law from 1991 to 2022. Michael also managed the County’s ambitious Housing Element rezoning program, addingmore than 800 units of multifamily capacity to the housing inventory. He also advised the Board of Supervisors and Planning Commission throughout the comprehensive Humboldt County General Plan Update. In current planning, Michael served as lead planner for major development proposals involving general plan amendments, rezones, subdivisions, conditional use permits and environmental impact reports across the County.
Sarah Wickman, Associate Planner, will assist with community engagement and drafting the Housing Element.
Sarah will develop and maintain the Housing Element website, which Planwest will manage for the duration of the update. Sarah will be involved in developing website content, contributing to most sections of the Housing Element, and preparing Planning Commission and City Council agenda packet materials. Sarah brings strong expertise in community engagement, quantitative analysis, environmental assessments, and planning. She has conducted multiple Municipal Service Reviews and Sphere of Influence updates for special districts in Humboldt, El Dorado, Shasta, and Contra Costa counties. Her work includes detailed operational, fiscal, and infrastructure analyses for special districts and county service areas, with evaluations of demographic and socioeconomic conditions, service capacity, governance, budgets, response times, and long-term planning needs. Sarah’s environmental experience includes preparing CEQA documentation, project-specific analyses, and coastal development permits, as well as supporting CEQA/NEPA compliance for major projects such as the Redwood Marine Terminal Offshore Wind Project. She has led robust outreach efforts, including conducting surveys, stakeholder interviews, and technical presentations which develop research products that inform regional climate adaptation, sea level rise planning, and interagency collaboration.
SCOPE OF SERVICES
Planwest’s scope and approach are based on our experience of preparing late 6th Cycle Housing Elements for seven small cities in Siskiyou County, and assisting the cities of Ferndale and Fortuna in successfully completing several of their adopted 6th Cycle Housing Element programs. Importantly, our scope and approach outline all activities and deliverables on a schedule for the City of Fortuna to meet HCD’s July 15, 2027, statutory adoption deadline, while accommodating two rounds of revisions in response to formal HCD findings and securing HCD certification. Planwest is committed to staying within budget and on schedule, meeting the proposed timeline, and working collaboratively with City staff. We look forward to discussing the City’s project goals and priorities, and to refining the approach, scope, and budget to best meet your needs.
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Task 1.0: Project Kickoff, Coordination, and Management Task 1.1 Project Management
Michelle Nielsen will serve as the Planwest team’s Project Manager. She will oversee the organization, administration, and technical production of all tasks and sub-tasks of the project. Michelle will ensure the dayto-day management of the contract is efficient and aligned with the direction and objectives of City staff.
Project management activities include:
• The Planwest Project Manager and other team members, as needed, will attend bi-weekly virtual meetingswith theCity to ensure the projectremains on schedule and budget. The meeting schedulemay be modified in response to phasing, milestones, or workflow needs. Before each meeting, the Planwest team will provide a brief agenda, status report, and updated schedule brief for the upcoming tasks. • The Planwest team will provide City staff with post-meeting summaries, including any action items (Word).
• On an as-needed basis to address any issues that may arise between project team meetings, the Planwest team will be available for periodic discussions with the City Manager and City staff. • Planwest will provide monthly invoices by the 15th of the following month. All invoices will be supported by documentation of expenses of time and materials.
Task 1.2 Review of 6th Cycle Housing Element and Data Collection Before the kick-off meeting and working session, Planwest will conduct a thorough review and annotation of Fortuna’s entire adopted 6th Cycle Housing Element. We will identify the sections of the Housing Element that require updates and the anticipated extent of those updates (e.g., minor vs. substantive), aswell as newsections that must be added to meet new State law requirements. This annotated document will serve as the roadmap for updating the Housing Element. We also review the City’s 6th Cycle Housing Element annual progress reports to identify any possible housing development trends. The General Plan EIR will be consulted to preliminarily assess CEQA environmental review. Planwest will also compile a comprehensive list of necessary City data and documents to ensure the Housing Element incorporates and reflects information from local sources.
Task 1.3 In-Person Kick-off Meeting and Working Session Planwest team representatives will coordinate and lead a collaborative half-day kick-off meeting/working session with City staff. The kick-off portion of the meeting will include a comprehensive review of the scope/schedule/budget, and refine roles and responsibilities and expectations for schedule, process, and work products. Before the kick-off meeting, the Planwest team will prepare and distribute a detailed draft work program including a schedule of task phasing, milestones, and deliverable schedule. The work plan will be finalized based on review and input received at the kick-off meeting. We will review the annotated document prepared in Task 1.1 with City staff during the kickoff meeting and use it to refine the scope of work, priorities, deliverables, and responsibilities.
The working session portion of the meeting will focus on City staff providing input on key housing element topics:
the current site inventory, updates on the status of existing sites, any pending residential projects, and City staff input and insights on potential newsites to help position the City for the region’s significant RHNA increase. Other discussion topics for the working session will include City input on the effectiveness of current housing programs for the City and community, any noted programgaps, and the City’s objectives for community engagement, along with any new State housing element legalrequirements, and reviewing the list of necessary data and documents, and developing a schedule for the City to deliver these items. Planwest will discuss the outreach strategy with City staff to ensure we build on the City's ongoing visioning work.
Key Task 1.0 Deliverables:
Detailed work program (schedule and timeline), and budget tracking document. Post-meeting summaries to document City staff direction on housing element topics reviewed (e.g., programs, sites).
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Task 2.0: Community Outreach and Engagement
The overarching objectives of the design of the Planwest team’s community outreach and engagement tasks are to provide formeaningful and inclusive participation and tomake a diligent effortto reach all economic segments of the community, including underrepresented populations, and to satisfy the requirements of GC section 65583(c)(9). We also recognize that community inputs from the listening and visioning sessions led by Jen Rice Consults, which began in 2025 and are still underway, could be leveraged to refine the scope of community outreach and engagement for preparation of Fortuna’s 7th Cycle Housing Element. The scope of work and budget for this task reflects an approach to build upon this community engagement work rather than duplicating it. Even so, Planwest remains flexible and open to refining outreach strategies in coordination with City staff to best meet community priorities, and the project’s outreach goals and objectives.
Task 2.1. Develop a Detailed Outreach and Engagement Strategy Planwest recognizes that the community listening sessions conducted by Jen Rice Consults will provide insights into the community’s priorities and thoughts for the City’s future. The design of the community listening sessions includes a range of community voices and perspectives, including those traditionally underrepresented in planning processes, and uses various formats–community workshops, focus groups, and interviews. To leverage this engagement work, Planwest will coordinate with City staff to review the details of this engagement and identify any gaps (e.g., input from stakeholders representing special populations such as affordable housing providers). If the analysis identifies gaps, in collaboration with City staff, Planwest will develop strategies to close them and ensure public outreach for the Housing Element meets the requirements of State Housing Element law.
Planwest will do this by:
• Conducting coordination meetings with City staff to refine community priorities, outreach goals, and desired levels of engagement for the Housing Element update. • Perform a gap analysis by compiling, reviewing, and analyzing listening campaign reports and other related materials and information for the Fortuna Strategic Plan and General Plan Updates to identify any gaps with the public outreach and engagement requirements of State law and HCD-recommended practices.
• Evaluating outreach tools and methods appropriate for the City of Fortuna, such as workshops, surveys, interviews, online engagement, andwritten comment opportunities, in light of community size, capacity, and available resources.
Tasks 2.2 Development and Management of a Housing Element Update Website Planwest will develop and manage a dedicated Housing Element website and prepare public-facing communications to simplify the day-to-day outreach logistics and ensure compliance with AB 215’s posting and notification requirements. The Planwest-managed housing element website will be maintained throughout the update process and will serve as a dedicated landing page for announcing public engagement opportunities, associated links, and key project milestones. As residents are familiar with the City’s website and other communication platforms (e.g., social media, physical posting locations), Planwest will also provide ready-touse content designed for use across the City’s existing platforms.
In coordination with the City, Planwest will prepare clear, accessible public announcements to support community awareness and engagement in the 7th Cycle Housing Element update. All materials will be written in plain language and will explain the purpose of the Housing Element, the value of public input, and opportunities for community participation.
Planwest will coordinate with City staff on timing and preferred platforms. The City will retain final control over publishing and distribution on City-managed platforms, with Planwest supplying prepared content and maintaining the project website. Content will be provided in English and Spanish, with additional locally spoken Proposal for the City of Fortuna February 2026
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prevalent languages based on City staff direction and demographic data. The project budget assumes materials will be translated using Google Translate or Microsoft’s translation tools.
Task 2.3 Public Online Survey
The Planwest team, in coordination with the City, will design, administer, and analyze an online public opinion survey to gather community input to help inform various sections of the 7th Cycle Housing Element. The survey will be designed to allow Fortuna residents to provide anonymous input on their housing preferences, opportunities, and challenges. Survey questions will be written in plain language. To encourage participation across a wide range of community members, the survey will be available in English and Spanish, with additional locally spoken prevalent languages based on City staff direction and demographic data, and will be mobilefriendly. Residents will also have the option to complete a paper survey.
The survey will be promoted via social media, announcements, and fliers with QR codes. Survey promotion materials will be in the same languages as the survey. In addition to the Planwest-managed website, the survey will be distributed through City communication channels (e.g., City website, social media, email lists). The Planwest team will coordinate with the City to ensure the survey reaches traditionally underrepresented populations.
Upon survey close, Planwest will compile and analyze survey responses as part of Task 3.7 (Results of Community Outreach and Engagement), including basic demographic cross-tabulation where feasible. The project budget assumes materials will be translated using Google Translate or Microsoft’s translation tools.
Task 2.4 Resident and Stakeholder Interviews
The extent of resident and stakeholder interviews will be informed by Planwest’s gap analysis of the community listening sessions and visions discussed above. Depending on that analysis, Planwest team, in coordinationwith the City, will conduct 5 to 8 follow-up and new interviews with residents. To ensure resident interviews provide opportunities to explore different housing needs and desires, Planwest will review available demographics from the listening and visioning sessions to ensure there is a diverse group of Fortuna residents, including those who are less likely to engage in formal public processes, like renters, students, families with young children, people with disabilities, and older adults.
The gap analysis will include a review of stakeholders who participated in the listening and visioning sessions and the nature of their input. This analysis will also ensure the Housing Element’s outreach includes key internal and external housing stakeholders, such as the departments of Public Works and Parks and Recreation, affordable housing providers, civic groups and institutions (e.g., Saint Joseph Pantry Shelf in Fortuna, the Eugene Lucas Center, Senior Resource Center, etc.), local schools, business leaders, property owners, and the real estate industry. Planwest will also assess whether stakeholder input and information pertinent to Housing Elements development have been provided.
For this task, Planwest will prepare draft and final resident and stakeholder interview questions. Upon completion of the interviews, Planwest will compile and analyze survey responses as part of Task 3.7 (Results of Community Outreach and Engagement), including basic demographic cross-tabulation where appropriate.
The project budget assumes one round of consolidated City staff review edits for each deliverable.
Task 2.5 Community Workshop
Planwest will lead and facilitate one community workshop that will use the survey and interview findings from tasks 2.3 and 2.4, along with housing data from tasks 3.2 and 3.3, to get residents and local leaders to engage in a generative discussion together. The workshops will be structured to support public understanding and public participation. Planwest will prepare meeting materials, including announcements, facilitate discussions, and document public input. As part of Task 3.7, input received during the community meetings will be summarized and incorporated into theHousing Element, including the housing needs assessment, constraints analysis, AFFH Proposal for the City of Fortuna February 2026
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analysis, and development of goals, policies, and implementation programs. Planwest will coordinate closely with City staff regarding meeting logistics and notice requirements.
Task 2.6 Updates to the City Council and Community
Planwest will attend up to three (3) City Council regular meetings to provide brief updates to the Council and residents on the key Housing Element update next steps and upcoming public engagement opportunities. For our first meeting, planned for one of the Council’s regular Aprilmeeting, we would introduce the Housing Element update roadmap, socialize the Planwest-managed website, and review upcoming public engagement opportunities (e.g., the online survey and workshops). The activities of this task are in addition to Planwest’s participation in the Housing Element public hearings described in Tasks 4.3 and 5.2.
Key Task 2.0 Deliverables:
Draft and final community outreach and engagement strategy memo (Word/PDF). Development and management of a Planwest-managed housing element website for the duration of the update process.
Draft and final platform-ready announcement content for City distribution (English and Spanish; Word/PDF).
Draft and final Stakeholder Interview Questions (Word/PDF). Draft and release of the final Public Survey Questions (English and Spanish; Word/PDF). Lead and facilitate one community workshop.
Task 3.0: Prepare Housing Element Sections
Planwest will consult and collaborate with City staff during the preparation of the various Housing Element sections. The deliverables for Task 3.0 are detailed in Tasks 4.0 through 6.0 below.
Task 3.1: Evaluation of 2019 – 2027 Housing Element and Document Review Planwest will evaluate the performance of the 6th Cycle Housing Element’s goals, objectives, and programs to meet the requirements of GC section 65588(a). A performance evaluation will be prepared for each program and will include an assessment of the program’s appropriateness and effectiveness based on the results of the 6th Cycle. Additionally, Planwest’s assessment will recommend improvements to meet the community’s needs and address housing element legal requirements based on the results of the 6th Cycle and with input from City staff.
This task includes Planwest conducting a comprehensive review of the City’s existing relevant land use regulations and environmental documents, regional plans (e.g., the HCAOG’s Regional Transportation Plan), and State documents, especially those from HCD.
Task 3.2 Housing Needs and Special Populations Needs Assessment Planwest will prepare the housing needs assessment (i.e., housing profile) pursuant to GC sections 65583 and 66583.1 with the best available data, including information from the U.S. Census, the California Department of Finance, the California Employment Development Department, the U.S. Department of Housing and Urban Development, the U.S. Department of Agriculture. Planwest will consult with City staff as local experts on the community’s housing needs and existing conditions. The updated housing needs assessment will include information on the following topics:
• Population, including demographics, and employment trends; • Household characteristics, including trends, tenure, overcrowding; • Overpayment of income and tenure;
• Project housing needs by income group;
• Housing stock conditions, including type, cost, and vacancy, and estimated number of units in need of rehabilitation and replacement
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• Housing needs for special populations (i.e., senior households; persons with disabilities, including a developmental disability; acutely-low and extremely-low income households; large families; farmworkers; single-parent and single-parent female-headed households; people experiencing homelessness;
• At-risk housing (i.e., assisted affordable housing at risk of converting to market rate during the next 10 years).
Task 3.3 Housing Constraints and Opportunities
Planwest will lead the review and update of the housing constraints analysis, which identifies and analyzes potential and actual governmental and non-governmental constraints to the maintenance, improvement, or development of housing for all income levels. This task includes incorporating any recent changes in the analysis (e.g., new ordinances and fees) and complying with new requirements related to governmental constraints for special needs housing (e.g., group homes, supportive housing, low barrier navigation centers, emergency shelters, accessory dwelling units). With input from City staff, the analysis will consider the location and adequacy of the City’s public facilities, maintenance, and needed improvements. Planwest will also update information in the nongovernmental constraints related to land costs, construction costs, and the availability of financing. City staff will provide updated information on the length of time between project approval and request for a building permit and any requests the City has received for reduced density. As part of this task, Planwest will also identify existing administrative, regulatory, and financial housing resources and opportunities.
While Planwest will take the lead, this task assumes that City staff will provide the necessary inputs and interpretations of code to complete this update. After completing the analysis, Planwest will identify potential programs to remove or mitigate any identified constraints.
Task 3.4 Sites Inventory
Planwest will review and update the sites inventory to comply with current state requirements and demonstrate the City’s capacity to meet its RHNA for the 7th Cycle planning period. This task assumes close collaboration between Planwest and City staff throughout its completion. Preparation of the sites inventory will include all of the following activities and elements:
• City staffwillreviewand update Table 34 (Vacant Residential Sits Inventory), and associated figures from the current Housing Element, identifying sites that have been developed, are now in the development pipeline, or should be removed from the inventory.
• City staff, with guidance from Planwest, will also provide detailed information on approved residential projects currently pending in the City’s pipeline that are expected to be constructed during the 7th Cycle Housing Element planning period, including unit counts by income level, status, remaining steps, and expected completion.
• Planwestwillwork closely with City staff to identify any newly available sites not included in the previous Housing Element, including sites that may be available through General Plan amendments and other amendments completed since the current Housing Element was adopted in 2019. Planwest, with City staff input, will assess each site’s suitability for housing development, considering zoning, physical, and environmental constraints. City staff will assist Planwest in updating and developing site profiles for current and newly identified sites.
• Planwest will review the buildout assumptions based on changes in allowable densities, analysis of recently built housing developments, and site-specific limitations. Planwest, in consultation with City staff, will update any assumptions as needed. City staff will provide the necessary local knowledge of individual sites and their constraints to develop realistic capacity assumptions. Planwest will then calculate the realistic capacity of each parcel and prepare a map or series of maps showing all available sites.
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• Planwest, and in consultation with City staff, will identify any sites being reused from previous housing elements, which are subject to GC section 65583.2(c).
• Planwest will work with City staff to prepare an assessment of the adequacy of water and wastewater infrastructure to meet housing needs, based on infrastructure capacity information provided by City staff.
• Planwest will work with City staff to evaluate known environmental constraints and hazards (e.g., flooding, fire hazards, seismic safety, riparian and wetland habitat areas) at a programmatic level, and how they relate to sites in the inventory.
• Should non-vacant sites with existing residential uses be included in the sites inventory, the affordability of the units will be assessed, an anti-displacement analysis will be performed, and replacement housing obligations will be identified.
Planwest will assess baseline capacity relative to the City’s assigned 7th Cycle RHNA. To set up the City for compliance with No Net Loss Law (GC section 65863) throughout the 7th Cycle planning period, Planwest will work closely with City staff to ensure the sites inventory provides for HCD’s recommended buffer of 15 to 30 percent.
Should the results of the sites inventory task indicate a shortfall of sites or an insufficient buffer, Planwest will identify the required rezonings and develop an implementation program meeting the requirements of GC sections 65583(c), and subparagraphs (c) and (h) of 65583.2.
Planwest will prepare an electronic copy of the sites inventory using HCD’s required Excel workbook, which will be submitted to HCD with all draft and final versions of the 7th Cycle Housing Element.
Task 3.5 AFFH Analysis and Action Plan
Planwest will update the AFFH data and analysis in the 6th Cycle Housing Element to meet AB 686 requirements.
We will update the current section using available data sources, including HCD’s AFFH mapping tool and other relevant state and federal datasets. Because the state and national AFFH data are at the census tract and blockgroup level, Planwest will supplement these data with local knowledge and data (quantitative and qualitative), following HCD’s recommended best practices for small rural cities. To ensure the AFFH analysis accurately reflects local on-the-ground conditions, Planwest will interview select City staff (e.g., directors of public works, planning, code enforcement), leaders of non-profit community organizations (e.g., resource centers), to ascertain local conditions and the presence of patterns, if any, related to capital improvements, infrastructure investment, community amenities and resources, and other observed demographic and socioeconomic patterns. The local knowledge generated by this effort will be incorporated into the AFFH analysis, which will include:
• A summary of fair housing issues and an analysis of fair housing enforcement and outreach. • An analysis of local and regional patterns and trends related to integration and segregation. • Identification and analysis of Racially or Ethnically Concentrated Areas of Poverty (R/ECAPs) and Areas of Affluence.
• Assessment of disparities in access to opportunity, including access to education, employment, transportation, services, and housing for persons with disabilities. • Analysis of disproportionate housing needs that affect protected classes (e.g., overpayment, overcrowding, housing conditions), including displacement risk. • Identify the primary contributing factors to fair housing challenges within the community; and • The extent to which the City’s draft housing sites inventory supports fair housing outcomes.
Based on this analysis, Planwest will develop the required AFFH Action Plan that will consist of specific commitments designed to address the contributing factors scaled to the City’s size, capacity, and housing Proposal for the City of Fortuna February 2026
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market conditions. Actions will be structured to be clear, measurable, state geographic targets, and implementable within the 7th Cycle planning period as required.
Task 3.6: Analysis of Disadvantaged Communities (SB 244) Planwest will leverage our extensive experience and work with Local Agency Formation Commissions (LAFCOs) to prepare an analysis of Disadvantaged Unincorporated Communities (DUC) pursuant to SB 244 and incorporate the results into the draft Housing Element as appropriate. This will include a review of currently available census data, county and city General Plans, prior Municipal Service Reviews (MSRs), and other planning documents as necessary to develop a comprehensive review of DUC. If appropriate, the task will include spatial analysis to examine the geographic relationship between identified DUCs, existing service boundaries, planned infrastructure improvements, and areas identified for future housing development in the Housing Element. Where relevant, Planwest will assess how these conditions intersect with fair housing considerations, housing needs, and access to opportunity.
Depending on the outcomes of the analysis, and if necessary, Planwest will prepare clear, policy-level findings suitable forincorporation into the 7thCycleHousing Element. Where appropriate, Planwestwill identify potential strategies or implementation considerations to address identified issues, recognizing that SB 244 does not require immediate infrastructure expansion but does require thoughtful consideration and planning coordination. The analysis will be coordinated closely with City staff to ensure accuracy, consistency with local knowledge, and alignment with adopted City and County planning documents.
Task 3.7 Results of Community Outreach and Engagement (Task 2) As detailed in Task 2 (Community Outreach and Engagement), the Planwest team will develop and implement an inclusive engagement strategy that makes a diligent effort to achieve public participation of all economic segments of the community to inform the housing element, and to meet the requirements of GC section 65583(c)(9). Planwest will compile and analyze quantitative and qualitative data and information gathered from the Task 2 stakeholder interviews, the online survey, and the community workshop to document public input.
Planwest will prepare a summary of key themes and findings presented in a clear narrative suitable for inclusion in the Housing Element and for presentation to decision-makers and the public. These findings will inform the housing needs and special population needs assessment, constraints analysis, sites inventory, AFFH analysis, and the development of goals, policies, housing programs, and quantified objectives.
Task 3.8 Goals, Policies, Programs, and Quantified Objectives Planwest will lead the development of new and updated housing goals, policies, and implementation programs to reflect current efforts and priorities, and comply with new housing element law requirements. Planwest will use the findings from Task 2.0 and Tasks 3.1 through 3.7 to inform updates of the goals, policies, programs, and quantified objectives for the 7th Cycle Housing Element. Planwestwill also provide direction on changes needed based on the evaluation of the existingHousing Element(Task 3.1),the analysis of housing needs and constraints (Tasks 3.2 and 3.3), community input from the community engagement program (Task 2), and overall best practices. Planwest will work with City staff to ensure that each implementation program has a specific time frame, quantified objective, identifies the departments responsible, and a geographic target. Also, the AFFH action plan (Task 3.5) will be integrated into the Housing Element programs to ease post-adoption implementation and reporting.
Planwest will consult closely with City staff to review and refine the preliminary housing programs and housing sites assumptions thatwill form the foundation of the 7th Cycle Housing Element. This task is intended to ensure early alignment between City priorities, realistic development assumptions, and State Housing Element requirements prior to preparation of detailed policy language and the formal sites inventory. Planwest, in consultation with City staff, will participate in HCD-hosted technical assistance office hours for the purpose to getting early HCD feedback and guidance on best practices and possible approaches to address issues.
Proposal for the City of Fortuna February 2026
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As part of this task, Planwest will also work collaboratively with City staff to update the discussion of funding resources available for affordable housing programs and opportunities for energy conservation. City staff will provide information on local housing programs and initiatives, as well as relevant state and federal funding programs currently available for affordable housing. For the energy conservation section, City staff will similarly provide input to reflect new local and regional programs and initiatives. Planwest will supplement with information on recent changes to the state building code related to energy efficiency.
Task 4.0: Draft Housing Element
Task 4.1 Administrative Draft Housing Element
Planwest will compile the components developed in Task 3 into a cohesive, formatted administrative draft Housing Element. Planwest’s administrative draft will utilize the current Housing Element’s Word template and will generally follow the organization of the current Housing Element. On the other hand, Planwest is flexible and welcomes City staff input and direction on modifications to the Element’s organization and format. The administrative draftwill be submitted to City staff to review/approve. This task assumes City staffwill provide one set of consolidated, clear, and directive comments on the administrative draft, using Microsoft’s Track Changes, to support an efficient revision process.
Task 4.2 Public Review Draft Housing Element
Planwest will review and revise the administrative draft Housing Element to address one round of City staff comments and will prepare the Public Review Draft Housing Element for City staff to review/approve. Planwest will deliver two versions of the public review draft: a clean copy and a track changes copy to clearly show all revisions made to address City comments. Upon receipt of the City’s review/approval, Planwest will transmit the Public Review Draft to the City for posting on the City’s website, and we will post it on the Planwest-managed website for 30 days. Also, Planwest will send emails to persons and organizations that previously requested notices relating to the City’s 7thCycleHousing Element. Planwestwill coordinatewith City staff to confirmdates, posting locations, and distribution methods used throughout the process.
This task assumes that only minimal changes would be needed after City staff’s review/approval. If additional discussion or substantive revisions are needed after City review, a budget amendment may be needed.
Task 4.3 Schedule, Notice, and Conduct a Public Hearing for the Public Review Draft Housing Element Planwest will present the Public Review Housing Element at one (1) public hearing before the City Council.
Planwest will coordinate closely with City staff on meeting logistics, agenda placement, noticing requirements, and the preferred presentation format. Vanessa Blodgett and Michelle Nielsen will be available to attend the meeting, presentthematerials, facilitate discussion and input on the PublicReviewDraft oftheHousing Element, and document any input from the City Council and the public for incorporation into the 7th Cycle Housing Element.
Task 4.4 Prepare HCD Review Draft
Upon completion of the 30-day public review period, Planwest will spend the next 10 business days considering and incorporating public comments. We will also revise the Housing Element to incorporate input and direction from the Planning Commission and City Council. Planwest will deliver two versions of the HCD Review Draft to City staff for review/approval: a clean copy and a tracked changes copy that clearly shows all revisions made in response to comments and input. Upon receipt of the City’s review/approve, and completion of the AB 215 period, Planwest will submit the first HCD draft of the Housing Element to HCD to begin their 90-day review period. The HCD submittal package will also include the Excel sites inventory workbook completed in Task 3.4, and a cover letter documenting the City compliance with the requirements of AB 215. Planwest will submit the Housing Element to HCD using their portal, HCD Connect.
Concurrently, Planwestwill post the firstHCDReview Draft to the Planwest-maintainedwebsite, andwewill send emails to persons and organizations that requested notices relating to the City’s 7th Cycle Housing Element.
Proposal for the City of Fortuna February 2026
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This task assumes City staff will provide necessary authorizations to HCD to allow Planwest to register an HCD Connect account on the City’s behalf for this purpose.
Task 4.5 Coordinate HCD Review of the HCD Review Draft, and Incorporation of HCD’s Requested Revisions Planwest will serve as the City’s point of contact throughout the HCD review process. We will facilitate virtual meetings/phone calls requested by HCD during their 90-day reviewperiod, and Planwestwillreviewand respond to informal feedback provided by HCD during their 90-day review period.
Should HCD find that the draft Housing Element requires revisions to comply with Housing Element Law, Planwest will coordinate and schedule a meeting (virtual or telephone) with HCD staff, City staff, and Planwest to review and discuss their findings and necessary revisions to produce a compliant Housing Element.
Following receipt of HCD’s findings letter on the HCD Review Draft, Planwest willwork in close coordination with City staff to address and incorporate HCD’s requested revisions, preparing targeted revisions to the Housing Elementtext,tables, figures, and supporting analyses as needed. This task is intended to ensure thattheHousing Element is revised in a manner that fully responds to State comments and supports timely certification.
Planwest will prepare a response-to-comments memorandum or similar documentation summarizing how each HCD comment has been addressed, including references to specific revised sections of the Housing Element.
Planwest will coordinate with City staff to review/approve the proposed revisions prior to posting to the webpage and resubmitting to HCD for the subsequent 60-day review after the AB 215 7-day noticing period.
This task assumes incorporation of revisions necessary to achieve HCD conditional approval or certification and is limited to the scope of comments issued by HCD during the applicable review periods.
Key Task 4.0 Deliverables
Administrative draft Housing Element and Public Review Draft Housing Element addressing City comments (Word).
HCD Review Housing Element draft, and revised Housing Element drafts addressing HCD comments (Word/PDF).
HCD submittal packages: transmittal letters; memos documenting compliance with AB 215 required public review periods, posting of draft Housing Element documents, notification of interested parties; Excel sites inventory workbook (Word/PDF/Excel).
Response-to-HCD Comments memorandum or comment matrix (Word/PDF).
Task 5.0: Preparation of Housing Element for Adoption and Public Hearings Planwest will prepare and present the final Housing Element for adoption at two (2) public hearings: one hearing before the Planning Commission, and another before the City Council.
Task 5.1 Prepare Hearing Notices, Staff Reports, Findings, Adoption Resolutions, and PowerPoints for Planning Commission and City Council Hearings
Planwest will prepare the required notice and adoption materials to support the formal consideration and adoption of the 7th Cycle Housing Element by the Planning Commission and City Council. This task is intended to ensure that the Housing Element adoption is procedurally complete, legally defensible, and clearly documented for subsequent submittal to HCD.
Planwest will prepare public hearing notices for posting and publication. Our staff report will summarize the Housing Element update process, including statutory requirements, public participation efforts, major policy components, and key revisions made in response to HCD comments. The staff report will describe the relationship between the adopted Housing Element and applicable State Housing Element law. Planwest will draft the required findings and adoption resolution for the Planning Commission and the City Council. Findings will bewritten to clearly support adoption of theHousing Element, document consistencywith State law, address public participation requirements, and reference completion of CEQA and tribal consultation obligations. The Proposal for the City of Fortuna February 2026
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adoption resolution will be formatted to meet City standards and will include all required statements for formal adoption and authorization to submit the adopted Housing Element to HCD for certification.
Additionally, Planwest will prepare a PowerPoint presentation for the adoption hearing. The presentation will summarize the purpose of the Housing Element, key components of the update, public outreach conducted, responses to HCD comments, and next steps following adoption. The presentation will be structured to support public understanding and facilitate Planning Commission and City Council discussion and decision-making.
Planwest will coordinate closely with City staff to ensure materials are consistent with City formatting preferences and agenda requirements. One round of consolidated City staff review comments is assumed for each deliverable under this task. This task assumes the City will retain responsibility for posting public hearing notices in accordance with Fortuna Municipal Code and State law, including publication in a local newspaper of general circulation.
Task 5.2 Present the Adoption Draft Housing Element at Public Hearings Planwest will present the adoption draft Housing Element at public hearings before the Planning Commission and City Council and respond to questions.
Key Task 5.0 Deliverables:
Draft notices for the public and for government agencies (English and Spanish; Word/PDF). The project budget assumes materials will be translated using Google Translate or Microsoft’s translation tools. Draft and Final Planning Commission and City Council staff reports, findings, and resolutions (Word/PDF).
Planning Commission and City Council Adoption Hearing Presentation (PowerPoint). Adopted Housing Element (Word/PDF).
A public water and sewer providers letter for the City to deliver for compliance with GC section 65589.7 (Word/PDF).
Task 6.0: State Certification
Task 6.1 Submission of the Adopted Housing Element for HCD Review and Certification FollowingCityCouncil adoption of the 7thCycleHousing Element, Planwestwill prepare and submit the adopted Housing Element to HCD for final review and certification in accordance with GC Section 65585. Planwest will assemble the final submittal package, which will include the adopted Housing Element, adoption resolution, final housing sites inventory, and any required supporting documentation demonstrating consistency with HCD comments and conditional approval requirements. Planwest will coordinate with City staff to confirm that all adoption actions have been properly completed and documented.
Planwestwillrespond to any follow-up questions or minor clarification requests from HCD related to the adopted document and will address any remaining procedural or technical issues needed to secure certification.
Upon receipt of HCD’s certification letter, Planwest will provide the City with copies of the certification documentation and assist with any final administrative steps related to posting or distribution of the certified Housing Element. Planwest understands that all materials resulting from this task become the property of the City.
Key Task 6.0 Deliverables
Final Adopted and Certified Housing Element document (Word/PDF). Planwest can provide printed and bound copies of the final document for an additional charge at the City’s request.
Task 7.0: CEQA Compliance
Planwest will ensure that CEQA compliance processes and documentation are properly addressed for the Housing Element update. Should policies and programs be developed during the course of the Housing Element Proposal for the City of Fortuna February 2026
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Update that substantially alterland use practices fromthe existing LandUse Element designations, Planwestwill provide an updated scope and cost estimate for additional CEQA analysis.
Task 7.1 Tribal Consultations
Planwest will coordinate with City staff to implement SB 18 and AB 52 tribal consultation requirements for the Housing Element update, as applicable. The Planwest team will coordinate with City staff to identify California Native American Tribes that have requested consultation or are otherwise entitled to notice based on the City’s geographic area. Planwest will prepare draft consultation initiation letters and supporting materials for City review, consistent with statutory timelines and content requirements. The City will retain responsibility for formally issuing consultation notices, with Planwest providing technical and administrative support.
If a tribe requests consultation, Planwest will assist the City in coordinating and documenting consultation meetings or correspondence. Planwest will support the preparation of meeting summaries and documentation reflecting consultation efforts, issues raised, and outcomes, consistent with CEQA requirements and City procedures. Consultation activities will be conducted in a manner appropriate to the policy-level nature of the Housing Element, recognizing that the Housing Element does not approve specific development projects.
This task assumes consultation limited to the scope of the 7th Cycle Housing Element update and does not include site-specific cultural resource studies or project-level mitigation measures. Should consultation identify the need for additional analysis beyond the Housing Element level, Planwest will coordinate with City staff to determine next steps and, if necessary, provide a revised scope and cost estimate.
Task 7.2 Prepare Exemption or Addendum and Notice of Determination Planwestwill coordinatewithCity staff regardingCEQA interpretation and documentation expectations. This task and budget are scoped for the preparation of either a Notice of Exemption (NOE) pursuant to Section 15061(b)(3) (Common Sense Exemption) of CEQA Guidelines, or an Addendum to the certified programmatic EIR for the General Plan Update (State Clearinghouse # 2007062106) consistentwith CEQA Guidelines Sections 15162 and 15164.
If a NOE is recommended, Planwest will prepare a concise Technical Memorandum summarizing the analysis that underpins the determination for the Common Sense Exemption, and the NOE form pursuant to the CEQA Guidelines. Should an Addendum to the General Plan EIR be found to be suitable, Planwest will prepare an Addendum that evaluates whether the Housing Element would result in any new or more severe significant environmental impacts beyond those previously analyzed and would document the rationale for reliance on the prior environmental review. If an Addendum is prepared, Planwest will also prepare a Notice of Determination (NOD) in accordance with CEQA requirements.
Planwest will prepare the required CEQA findings as part of Task 5.0. This task assumes one round of City review/approval of the draft CEQA document and that the City will retain responsibility for the filing and posting requirements (e.g., the Humboldt County Clerk, CEQA Submit, and the City’s website). If the approach broadens to include an expanded CEQA analysis, a project scope and budget amendment may be required.
Key Task 7.0 Deliverables
Draft and final tribal consultation Letters (Word/PDF) Draft and final CEQA document (Word/PDF)
CONFLICT OF INTEREST STATEMENT
Planwest Partners Inc. recently completed work under contract with the City to assist with 6th Cycle Housing Element program implementation, ADU Ordinance updates, and Mill District Specific Plan development and implementation. Planwest also provides contract staffing services for the Humboldt Local Agency Formation Proposal for the City of Fortuna February 2026
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Commission (LAFCo); however, there are no current or anticipated City LAFCo applications on file. Otherwise, we are not currently contracted or working with the City in any other capacity at this time.
PROJECT MANAGER REFERENCES
References for Planwest Project Manager Michelle Nielsen, including name, organization, title, email, and phone number from current/ past clients for similar types of projects/services are provided below.
Amy Nilsen – City of Fortuna, City Manager – [email protected], (707) 725-1410 Kristene Hall – City of Ferndale, City Manager/City Clerk – [email protected], (707) 786-4224 Todd Juhasz – City of Mt. Shasta, City Manager – [email protected], (530) 926-7519 Rico Tinsman – Contract City Planner for the cities of Dorris, Etna, Montague, and Tulelake – [email protected], (530) 925-6250
SCHEDULE OF SERVICES AND COST ESTIMATE
The Planwest team proposes to complete the City of Fortuna Housing Element in 17 months, as shown on the proposed schedule. The price is based on the proposed schedule. If the schedule is protracted significantly for reasons beyond Planwest’s control, a budget amendment may apply to any remaining work. Planwest’s current and projected workload has sufficient time for assigned staff to meet all required timeframes for the City of Fortuna Housing Element. We propose to complete all project tasks on a time and materials basis for a not-toexceed amount, as outlined in the attached sealed cost proposal. This cost proposal includes a detailed breakdown by Scope of Work item, staff level, hourly rates, and projected hours.
Fortuna 2027 - 2035 Housing Element Update Project Start: 3/23/2026 Denotes Key Milestone and/or Deliverable Denotes public meeting/hearing Schedule of Services Planwest Partners, Inc.
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 TASK # TASK DESCRIPTION TEAM
MEMBER/CITY START END
3/233/30
4/6
4/134/204/27
5/4
5/115/185/25
6/16/8
6/156/226/29
7/6
7/137/207/27
8/3
8/108/178/248/31
9/7
9/149/219/2810/5
10/1210/1910/26
11/211/9
11/1611/2311/30
12/7
12/1412/2112/28
1/4
1/111/181/25
2/12/8
2/152/22
3/13/8
3/153/223/29
4/5
4/124/194/26
5/3
5/105/175/245/31
6/7
6/146/216/28
7/5
7/127/197/26
8/28/9
8/168/238/30
9/6
TASK 1.0 Project Kickoff, Coordination, and Management
1.1 Project Management MN 3/23/26 8/15/27
1.2 Document Review and Data Collection MN, SW 3/23/26 4/10/26
1.3 In-Person Kick-Off Meeting/Working Session (to be held the week of 4/7 - 4/10) MN, VB 4/8/26 4/8/26 Task 2.0 Community Outreach and Engagement Activities
2.1 Develop Detailed Outreach and Engagement Strategy: Draft and Final Strategy MN, SW 3/23/26 4/10/26 A City Review/Approval of Draft Outreach and Engagement Strategy, draft survey, & interview questions. CITY 4/6/26 4/8/26
2.2 Development and launch of Planwest-managed Housing Element Update website SW 3/23/26 4/17/26
2.3 Public Online Survey MN, SW 4/20/26 5/21/26
2.4 Resident and Stakeholder Interviews MN, SW 4/20/26 5/8/26
2.5 Community Workshop (to be held in June, date TBD) MN, VB, SW 6/2/26 6/18/26
2.6 Updates to the City Council and Community (<=3 meetings) MN 4/20/26 1/31/27 Task 3.0 Prepare Housing Element Sections
3.1 Evaluation of 2019 – 2027 Housing Element and Document Review MN, MR, SW 3/23/26 7/13/26
3.2 Housing Needs and Special Populations Needs Assessment MR, SW 3/23/26 7/13/26
3.3 Housing Constraints and Opportunities MN, MR, SW 3/23/26 7/13/26
3.4 Sites Inventory MR, MN 3/23/26 7/13/26
3.5 AFFH Analysis and Action Plan MN, SW 3/23/26 7/13/26
3.6 Analysis of Disadvantage Communities (SB 244) VB, SW 3/23/26 7/13/26
3.7 Results of Community Outreach and Engagement (Task 2) VB, SW 5/4/26 7/13/26
3.8 Goals, Policies, Programs, and Quantified Objectives ALL 4/15/26 7/13/26 Task 4.0 Draft Housing Element
4.1 Administrative Draft Housing Element Released to City, and City Review of Draft ALL 7/13/26 7/13/26 A City Review/Approval of Administrative Draft CITY 7/13/26 7/31/26 B Planwest incorporates City input MN 8/3/26 8/5/26
4.2 Public Review Draft of Housing Element Released for 30 day review MN 8/6/26 9/5/26
4.3 Schedule, Notice, and Conduct a Public Hearing on the Public Review Draft Housing Element MN,VB 8/17/26 8/17/26
4.4 Prepare HCD Review Draft: incorporate public input into Housing Element (AB 215 10-working day period) MN, MR, SW 9/7/26 9/17/26 A City Review/Approval of HCD draft of Housing Element CITY 9/10/26 9/14/26 B Planwest incorporates City input MN 9/15/26 9/17/26
C Submit draft Housing Element to HCD and publish on Planwest-managed website MN 9/18/26 9/18/26
4.5 Coordinate HCD Review of the HCD Review Draft (HCD 90-day review period) MN 9/18/26 12/17/26 A If HCD finds draft to not be substantial compliance, schedule and conduct meeting with HCD MN 12/18/26 12/31/26 B Planwest Incorporates HCD Input and revises the Housing element MN 12/18/26 1/12/27 C City Review/Approval of revised HCD draft CITY 1/13/27 1/21/27 D Planwest incorporates City input MN 1/22/27 1/25/27
E Release 2nd Housing Element draft for public review MN 1/26/27 2/2/27 F Submit final draft Housing Element to HCD (60-day review period) MN 2/3/27 4/4/27 Task 5.0 Preparation of Housing Element for Adoption and Public Hearings
5.1 Prepare Hearing Notices, Staff Reports, Findings, Adoption Resolutions, and PowerPoints for PC and CC Hearings; prelim. drafts to City for prelim. review. Planwest incorporates City input. MN, SW, CITY 2/5/27 3/15/27 A Planwest prepares Adoption Draft incorporating HCD input, and finalizes PC agenda item materials MN 4/5/27 4/8/27 B City Review/Approval of administrative draft of the Adoption Draft and agenda item materials CITY 4/9/27 4/13/27 C Planwest incorporates City input MN 4/14/27 4/15/27
D PC 10-day public notice released also posted on Planwest-managed website SW, CITY 4/15/27 4/15/27
5.2.a PC public hearing for Recommendation to City Council MN 4/27/27 4/27/27 A Planwest incorporates input from PC hearing into Adoption Draft, & finalizes CC agenda item materials MN 4/28/27 4/30/27 B City Review/Approval of revised Adoption Draft and CC agenda item materials CITY 5/3/27 5/11/27 C Planwest incorporates City input MN 5/12/27 5/17/27
D CC 10-day public notice released CITY 5/27/27 5/27/27
5.2.b City Council public hearing to adopt Housing Element MN 6/7/27 6/7/27 Task 6.0 State Certification
6.1 Submit adopted Housing Element to HCD for 60-day certification review MN 6/9/27 8/8/27 Task 7.0 CEQA Compliance
7.1 Tribal Consultations SW, CITY 4/8/26 6/4/26
7.2 Prepare Exemption or Addendum and Notice of Determination SW, CITY 1/28/27 3/15/27 Project Weeks (2026) Project Weeks (2027)