Gonzales City Council
December 5, 2022

RESOLUTION NO. 2022-83

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GONZALES RESCINDING RESOLUTION 2022-63 THAT AUTHORIZED AN AGREEMENT

BETWEEN HARRIS AND ASSOCIATES FOR INITIAL WORK ON THE CITY OF GONZALES 6TH CYCLE HOUSING ELEMENT UPDATE FOR THE PERIOD 2023-2031, AND APPROVING AND AUTHORIZING A NEW AGREEMENT BETWEEN 4LEAF, INC. FOR PLANNING SERVICES FOR THE CITY OF GONZALES 6

TH CYCLE
HOUSING ELEMENT UPDATE FOR THE PERIOD 2023-2031
WHEREAS, on September 6, 2022, staff brought before the City Council, Resolution 2022- 63 to execute a contract with Harris and Associates to begin work on the City’s Housing Element for $65,000; and
WHEREAS, the City has been awarded $65,000 through the State of California to reimburse city expenses in preparing an updated Housing Element; and WHEREAS, The Harris and Associates estimated cost to complete the Housing Element was ~$460,000, of which the city would need to find an estimated $395,000 to complete the 6 th
Cycle Housing Element; and
WHEREAS, following the September 6, 2022, City Council action to begin work on the Housing Element, the City learned that a neighboring city, Soledad was ready to award a 6th Cycle Housing Element contract for approximately $200,000; and WHEREAS, staff considered the matter of the lower price and determined that previous efforts at soliciting bids to prepare the 6th Cycle Housing Element Update may have been too narrow; and
WHEREAS, staff re-cast the Housing Element Update needs to a larger pool of contractors, and was more explicit in the City’s size and budget constraints to solicit a more affordable housing element contractor; and
WHEREAS, on September 27, 2022, staff distributed and circulated a “Second Request for Proposals for the 6th Cycle Housing Element Update for the Planning Period 2023-2031.” Staff posted the “job” on the Integrated Marketing Systems (IMS) Website and soon received queries; and
WHEREAS, by the closing date, October 18, 2022, staff had received three timely responses to the second request, including a second response from Harris and Associates. The budgets proposed by the three respondents are as follows:
• Harris & Associates $459,100 (unchanged from the first effort) • Placeworks $206,465 (the same firm that won the Soledad contract) • 4LEAF, Inc $81,320
WHEREAS, On Monday, October 31, 2022, staff called and met online with 4LEAF, Inc. to be introduced to their consultant team, talk through their experience and Housing Element accomplishments, price points, and what City efforts would be required to complete the effort; and

WHEREAS, on November 15, 2022, the Community Development Director conferred with Mike Renner, the Executive Project Manager for 4LEAF named on the proposal to discuss aspects of the environmental review and further reducing City expenses to prepare for the Housing Element 6
th Cycle; and
WHEREAS, with mutual concurrence, the consultant dropped their CEQA compliance tasks from the Scope of Work and agreed to a reduced price of $65,000 subject to the in-house City staff tasks identified below:
• Providing the Community Outreach Lead.
• Providing dedicated website pages for the Housing Element preparation and interactive Facebook, social media, and press releases.
• Having staff proceed independently with Safety Element and Environmental Justice Element updates for adoption or acknowledgement in place by November 2023. • Native American Tribal Consultations.
• Processing a Categorical Exemption for compliance with the California Environmental Quality Act.

WHEREAS, The 4LEAF Scope of Work for Planning Services (Exhibit A and e-mail from Mike Renner) includes the completion of the 6th Cycle Housing Element, without the tasks detailed above that reflect the expected Community Development Department and City efforts.

NOW THEREFORE, BE IT HEREBY RESOLVED that the City Manager is authorized and further directed to prepare and execute an appropriate agreement between 4LEAF, Inc. for Planning Services for the City of Gonzales 6th Cycle Housing Element Update for the period 2023-2031 according to the attached Agreement and Scope of Work for Planning Services, Budget / Payment Schedule (Exhibit B).

PASSED AND ADOPTED at a regular meeting of the City Council of the City of Gonzales duly held on the 5th day of December, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:
_______________________________
Jose Rios, The Honorable Mayor
ATTEST:
__________________________
Mary Villegas, Deputy City Clerk
Consulting Services Agreement between December 5, 2022
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CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF GONZALES AND 4LEAF INC.

Planning Services for the City of Gonzales
6th Cycle Housing Element for the Period 2023-2031.

THIS AGREEMENT for consulting services is made by and between the City of Gonzales ("City") and 4LEAF Inc. ("Consultant") (together sometimes referred to as the "Parties") as of December 5, 2022, (the "Effective Date").

Section 1. SERVICES. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in the Scope of Work attached as Exhibit A at the time and place and in the manner specified therein. In the event of a conflict in or inconsistency between the terms of this Agreement and Exhibit A, the Agreement shall prevail.

1.1 Term of Services. The term of this Agreement shall begin on the Effective Date and shall end on December 31, 2024, and Consultant shall complete the work described in Exhibit A on or before that date, unless the term of the Agreement is otherwise terminated or extended, as provided for in Section 8. The time provided to Consultant to complete the services required by this Agreement shall not affect the City's right to terminate the Agreement, as referenced in Section 8.

1.2 Standard of Performance. Consultant shall perform all services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the profession in which Consultant is engaged.

1.3 Assignment of Personnel. Consultant shall assign only competent personnel to perform services pursuant to this Agreement. In the event that City, in its sole discretion, at any time during the term of this Agreement, desires the reassignment of any such persons, Consultant shall, immediately upon receiving notice from City of such desire of City, reassign such person or persons.

1.4 Time. Consultant shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary to meet the standard of performance provided in Section 1.1 above and to satisfy Consultant's obligations hereunder.

Section 2. COMPENSATION. City hereby agrees to pay Consultant a sum not to exceed $65,000, notwithstanding any contrary indications that may be contained in Consultant's proposal, for services to be performed and reimbursable costs incurred under this Agreement. In the event of a conflict between this Agreement and Consultant's proposal, attached as Exhibit A, regarding the amount of compensation, the Agreement shall prevail. City shall pay Consultant for services rendered pursuant to this Agreement at the time and in the manner set forth herein. The payments specified below shall be the only payments from City to Consultant for services rendered pursuant to this Agreement. Consultant shall submit all invoices to City in the manner specified herein. Except as specifically authorized by City in writing, Consultant shall not bill City for duplicate services performed by more than one person.

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Consultant and City acknowledge and agree that compensation paid by City to Consultant under this Agreement is based upon Consultant's estimated costs of providing the services required hereunder, including salaries and benefits of employees and subcontractors of Consultant. Consequently, the parties further agree that compensation hereunder is intended to include the costs of contributions to any pensions and/or annuities to which Consultant and its employees, agents, and subcontractors may be eligible. City therefore has no responsibility for such contributions beyond compensation required under this Agreement.

2.1 Invoices. Consultant shall submit invoices, not more often than once a month during the term of this Agreement, based on the cost for services performed and reimbursable costs incurred prior to the invoice date. Invoices shall contain the following information:
 Serial identifications of progress bills; i.e., Progress Bill No. 1 for the first invoice, etc.;
 The beginning and ending dates of the billing period;  A Task Summary containing the original contract amount, the amount of prior billings, the total due this period, the balance available under the Agreement, and the percentage of completion;
 At City's option, for each work item in each task, a copy of the applicable time entries or time sheets shall be submitted showing the name of the person doing the work, the hours spent by each person, a brief description of the work, and each reimbursable expense;
 The total number of hours of work performed under the Agreement by Consultant and each employee, agent, and subcontractor of Consultant performing services hereunder;
 Consultant shall give separate notice to the City when the total number of hours worked by Consultant and any individual employee, agent, or subcontractor of Consultant reaches or exceeds 800 hours within a 12-month period under this Agreement and any other agreement between Consultant and City. Such notice shall include an estimate of the time necessary to complete work described in Exhibit A and the estimate of time necessary to complete work under any other agreement between Consultant and City, if applicable.

2.2 Monthly Payment. City shall make monthly payments, based on invoices received, for services satisfactorily performed, and for authorized reimbursable costs incurred. City shall have 30 days from the receipt of an invoice that complies with all of the requirements above to pay Consultant.

2.3 <<Not Used>>

2.4 Total Payment. City shall pay for the services to be rendered by Consultant pursuant to this Agreement. City shall not pay any additional sum for any expense or cost whatsoever incurred by Consultant in rendering services pursuant to this Agreement. City shall make no payment for any extra, further, or additional service pursuant to this Agreement.

In no event shall Consultant submit any invoice for an amount in excess of the maximum amount of compensation provided above either for a task or for the entire Agreement, Consulting Services Agreement between December 5, 2022
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unless the Agreement is modified prior to the submission of such an invoice by a properly executed change order or amendment.

2.5 Hourly Fees. Fees for work performed by Consultant on an hourly basis shall not exceed the amounts shown on the compensation schedule attached hereto as Exhibit B.

2.6 Reimbursable Expenses. Any reimbursable expenses are included in the authorized contract amount and shall be approved by city staff in advance.

2.7 Payment of Taxes. Consultant is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes.

2.8 Payment upon Termination. In the event that the City or Consultant terminates this Agreement pursuant to Section 8, the City shall compensate the Consultant for all outstanding costs and reimbursable expenses incurred for work satisfactorily completed as of the date of written notice of termination. Consultant shall maintain adequate logs and timesheets to verify costs incurred to that date.

2.9 Authorization to Perform Services. The Consultant is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator.

Section 3. FACILITIES AND EQUIPMENT. Consultant shall, at its sole cost and expense, provide all facilities and equipment that may be necessary to perform the services required by this Agreement.

Section 4. INSURANCE REQUIREMENTS. Before beginning any work under this Agreement, Consultant, at its own cost and expense, unless otherwise specified below, shall procure the types and amounts of insurance listed below against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Consultant and its agents, representatives, employees, and subcontractors. Consistent with the following provisions, Consultant shall provide proof satisfactory to City of such insurance that meets the requirements of this section and under forms of insurance satisfactory in all respects, and that such insurance is in effect prior to beginning work to the City. Consultant shall maintain the insurance policies required by this section throughout the term of this Agreement. The cost of such insurance shall be included in the Consultant's bid. Consultant shall not allow any subcontractor to commence work on any subcontract until Consultant has obtained all insurance required herein for the subcontractor(s) and provided evidence that such insurance is in effect to City.

Verification of the required insurance shall be submitted and made part of this Agreement prior to execution. Consultant shall maintain all required insurance listed herein for the duration of this Agreement.

4.1 Workers' Compensation. Consultant shall, at its sole cost and expense, maintain Statutory Workers' Compensation Insurance and Employer's Liability Insurance for any and all persons employed directly or indirectly by Consultant. The Statutory Workers' Compensation Insurance and Employer's Liability Insurance shall be provided with limits of not less than $1,000,000 per accident. In the alternative, Consultant may rely on a selfinsurance program to meet those requirements, but only if the program of self-insurance complies fully with the provisions of the California Labor Code. Determination of whether a Consulting Services Agreement between December 5, 2022
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self-insurance program meets the standards of the Labor Code shall be solely in the discretion of the Contract Administrator. The insurer, if insurance is provided, or the Consultant, if a program of self-insurance is provided, shall waive all rights of subrogation against the City and its officers, officials, employees, and volunteers for loss arising from work performed under this Agreement.

4.2 Commercial General and Automobile Liability Insurance.

4.2.1 General requirements. Consultant, at its own cost and expense, shall maintain commercial general and automobile liability insurance for the term of this Agreement in an amount not less than $1,000,000 per occurrence, combined single limit coverage for risks associated with the work contemplated by this Agreement. If a Commercial General Liability Insurance or an Automobile Liability form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Such coverage shall include but shall not be limited to, protection against claims arising from bodily and personal injury, including death resulting therefrom, and damage to property resulting from activities contemplated under this Agreement, including the use of owned and non-owned automobiles.

4.2.2 Minimum scope of coverage. Commercial general coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (most recent edition) covering comprehensive General Liability on an "occurrence" basis. Automobile coverage shall be at least as broad as Insurance Services Office Automobile Liability form CA 0001, Code 1 (any auto). No endorsement shall be attached limiting the coverage.

4.2.3 Additional requirements. Each of the following shall be included in the insurance coverage or added as a certified endorsement to the policy:
a. The Insurance shall cover on an occurrence or an accident basis, and not on a claims-made basis.
b. City, its officers, officials, employees, and volunteers are to be covered as insureds as respects: liability arising out of work or operations performed by or on behalf of the Consultant; or automobiles owned, leased, hired, or borrowed by the Consultant.
c. For any claims related to this Agreement or the work hereunder, the Consultant's insurance covered shall be primary insurance as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant's insurance and shall not contribute with it.

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d. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be canceled by either party, except after 30 days' prior written notice has been provided to the City.

4.3 Professional Liability Insurance.

4.3.1 General requirements. Consultant, at its own cost and expense, shall maintain for the period covered by this Agreement professional liability insurance for licensed professionals performing work pursuant to this Agreement in an amount not less than $2,000,000 covering the licensed professionals' errors and omissions. Any deductible or self-insured retention shall not exceed $150,000 per claim.

4.3.2 Claims-made limitations. The following provisions shall apply if the professional liability coverage is written on a claims-made form:
a. The retroactive date of the policy must be shown and must be before the date of the Agreement.
b. Insurance must be maintained, and evidence of insurance must be provided for at least five years after completion of the Agreement or the work, so long as commercially available at reasonable rates. c. If coverage is canceled or not renewed and it is not replaced with another claims-made policy form with a retroactive date that precedes the date of this Agreement, Consultant shall purchase an extended period coverage for a minimum of five years after completion of work under this Agreement.
d. A copy of the claim reporting requirements must be submitted to the City for review prior to the commencement of any work under this Agreement.

4.3.3 Additional Requirements. A certified endorsement to include contractual liability shall be included in the policy.

4.4 All Policies Requirements.

4.4.1 Acceptability of insurers. All insurance required by this section is to be placed with insurers with a Bests' rating of no less than A: VII.

4.4.2 Verification of coverage. Prior to beginning any work under this Agreement, Consultant shall furnish City with complete copies of all policies delivered to Consultant by the insurer, including complete copies of all endorsements attached to those policies. All copies of policies and certified endorsements shall show the signature of a person authorized by that insurer to bind coverage on its behalf. If the City does not receive the required insurance documents prior to the Consultant Consulting Services Agreement between December 5, 2022
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beginning work, it shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete copies of all required insurance policies at any time.

4.4.3 Deductibles and Self-Insured Retentions. Consultant shall disclose to and obtain the written approval of City for the self-insured retentions and deductibles before beginning any of the services or work called for by any term of this Agreement. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its officers, employees, and volunteers; or the Consultant shall provide a financial guarantee satisfactory to the City guaranteeing payment of losses and related investigations, claim administration and defense expenses.

4.4.4 Wasting Policies. No policy required by this Section 4 shall include a "wasting" policy limit (i.e., limit that is eroded by the cost of defense).

4.4.5 Waiver of Subrogation. Consultant hereby agrees to waive subrogation which any insurer or contractor may require from vendor by virtue of the payment of any loss. Consultant agrees to obtain any endorsements that may be necessary to affect this waiver of subrogation.

The Workers' Compensation policy shall be endorsed with a waiver of subrogation in favor of the entity for all work performed by the consultant, its employees, agents, and subcontractors.

4.4.6 Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein.

4.5 Remedies. In addition to any other remedies City may have if Consultant fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City may, at its sole option exercise any of the following remedies, which are alternatives to other remedies City may have and are not the exclusive remedy for Consultant's breach:
 Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under the Agreement;
 Order Consultant to stop work under this Agreement or withhold any payment that becomes due to Consultant hereunder, or both stop work and withhold any payment, until Consultant demonstrates compliance with the requirements hereof; and/or  Terminate this Agreement.

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Section 5. INDEMNIFICATION AND CONSULTANT'S RESPONSIBILITIES. Consultant shall, to the fullest extent allowed by law, with respect to all Services performed in connection with this Agreement, defend with counsel acceptable to City, indemnify, and hold City, its officers, employees, agents, and volunteers, harmless from and against any and all claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, ("Claims"). Consultant will bear all losses, costs, damages, expense and liability of every kind, nature and description that arise out of, pertain to, or relate to such Claims, whether directly or indirectly ("Liability"). Such obligations to defend, hold harmless and indemnify the City shall not apply to the extent that such Liabilities are caused by the sole negligence, active negligence, or willful misconduct of the City.

With respect to third party claims against the Consultant, the Consultant waives any and all rights of any type of express or implied indemnity against the Indemnitees.

Notwithstanding the forgoing, to the extent this Agreement is a "construction contract" as defined by California Civil Code section 2783, as may be amended from time to time, such duties of Consultant to indemnify shall not apply when to do so would be prohibited by California Civil Code Section 2782.

Section 6. STATUS OF CONSULTANT.

6.1 Independent Contractor. At all times during the term of this Agreement, Consultant shall be an independent contractor and shall not be an employee of City. City shall have the right to control Consultant only insofar as the results of Consultant's services rendered pursuant to this Agreement and assignment of personnel pursuant to Subparagraph 1.3; however, otherwise City shall not have the right to control the means by which Consultant accomplishes services rendered pursuant to this Agreement. Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any and all claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in the California Public Employees Retirement System (PERS) as an employee of City and entitlement to any contribution to be paid by City for employer contributions and/or employee contributions for PERS benefits.

6.2 Consultant Not an Agent. Except as City may specify in writing, Consultant shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Consultant shall have no authority, express or implied, pursuant to this Agreement to bind City to any obligation whatsoever.

Section 7. LEGAL REQUIREMENTS.

7.1 Governing Law. The laws of the State of California shall govern this Agreement.

7.2 Compliance with Applicable Laws. Consultant and any subcontractors shall comply with all laws and regulations applicable to the performance of the work hereunder, including but not limited to, the California Building Code, the Americans with Disabilities Act, and any copyright, patent or trademark law. Consultant's Failure to comply with any law(s) or Consulting Services Agreement between December 5, 2022
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regulation(s) applicable to the performance of the work hereunder shall constitute a breach of contract.

7.3 Other Governmental Regulations. To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, Consultant and any subcontractors shall comply with all applicable rules and regulations to which City is bound by the terms of such fiscal assistance program.

7.4 Licenses and Permits. Consultant represents and warrants to City that Consultant and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals of whatsoever nature that are legally required to practice their respective professions. Consultant represents and warrants to City that Consultant and its employees, agents, any subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to practice their respective professions. In addition to the foregoing, Consultant and any subcontractors shall obtain and maintain during the term of this Agreement valid Business Licenses from City.

7.5 Nondiscrimination and Equal Opportunity. Consultant shall not discriminate, on the basis of a person's race, religion, color, national origin, age, physical or mental handicap or disability, medical condition, marital status, sex, or sexual orientation, against any employee, applicant for employment, subcontractor, bidder for a subcontract, or participant in, recipient of, or applicant for any services or programs provided by Consultant under this Agreement. Consultant shall comply with all applicable federal, state, and local laws, policies, rules, and requirements related to equal opportunity and nondiscrimination in employment, contracting, and the provision of any services that are the subject of this Agreement, including but not limited to the satisfaction of any positive obligations required of Consultant thereby.

Consultant shall include the provisions of this Subsection in any subcontract approved by the Contract Administrator or this Agreement.

Section 8. TERMINATION AND MODIFICATION.

8.1 Termination. City may cancel this Agreement at any time and without cause upon written notification to Consultant.

Consultant may cancel this Agreement upon 30 days' written notice to City and shall include in such notice the reasons for cancellation.

In the event of termination, Consultant shall be entitled to compensation for services performed to the effective date of termination; City, however, may condition payment of such compensation upon Consultant delivering to City any or all documents, photographs, computer software, video and audio tapes, and other materials provided to Consultant or prepared by or for Consultant or the City in connection with this Agreement.

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8.2 Extension. City may, in its sole and exclusive discretion, extend the end date of this Agreement beyond that provided for in Subsection 1.1. Any such extension shall require a written amendment to this Agreement, as provided for herein. Consultant understands and agrees that, if City grants such an extension, City shall have no obligation to provide Consultant with compensation beyond the maximum amount provided for in this Agreement. Similarly, unless authorized by the Contract Administrator, City shall have no obligation to reimburse Consultant for any otherwise reimbursable expenses incurred during the extension period.

8.3 Amendments. The parties may amend this Agreement only by a writing signed by all the parties.

8.4 Assignment and Subcontracting. City and Consultant recognize and agree that this Agreement contemplates personal performance by Consultant and is based upon a determination of Consultant's unique personal competence, experience, and specialized personal knowledge. Moreover, a substantial inducement to City for entering into this Agreement was and is the professional reputation and competence of Consultant.

Consultant may not assign this Agreement or any interest therein without the prior written approval of the Contract Administrator. Consultant shall not subcontract any portion of the performance contemplated and provided for herein, other than to the subcontractors noted in the proposal, without prior written approval of the Contract Administrator.

8.5 Survival. All obligations arising prior to the termination of this Agreement and all provisions of this Agreement allocating liability between City and Consultant shall survive the termination of this Agreement.

8.6 Options upon Breach by Consultant. If Consultant materially breaches any of the terms of this Agreement, City's remedies shall include, but not be limited to, the following:

8.6.1 Immediately terminate the Agreement;

8.6.2 Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement;

8.6.3 Retain a different consultant to complete the work described in Exhibit A not finished by Consultant; or

8.6.4 Charge Consultant the difference between the cost to complete the work described in Exhibit A that is unfinished at the time of breach and the amount that City would have paid Consultant pursuant to Section 2 if Consultant had completed the work.

Section 9. KEEPING AND STATUS OF RECORDS.

9.1 Records Created as Part of Consultant's Performance. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, Consulting Services Agreement between December 5, 2022
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records, files, or any other documents or materials, in electronic or any other form, that Consultant prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the City. Consultant hereby agrees to deliver those documents to the City upon termination of the Agreement. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for the City and are not necessarily suitable for any future or other use. City and Consultant agree that, until final approval by City, all data, plans, specifications, reports and other documents are confidential and will not be released to third parties without prior written consent of both parties.

9.2 Consultant's Books and Records. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to the City under this Agreement for a minimum of three (3) years, or for any longer period required by law, from the date of final payment to the Consultant to this Agreement.

9.3 Inspection and Audit of Records. Any records or documents that Section 9.2 of this Agreement requires Consultant to maintain shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of the City. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds $10,000.00, the Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of the City, for a period of three (3) years after final payment under the Agreement.

Section 10 MISCELLANEOUS PROVISIONS.

10.1 Attorneys' Fees. If a party to this Agreement brings any action, including an action for declaratory relief, to enforce or interpret the provision of this Agreement, the prevailing party shall be entitled to reasonable attorneys' fees in addition to any other relief to which that party may be entitled. The court may set such fees in the same action or in a separate action brought for that purpose.

10.2 Venue. In the event that either party brings any action against the other under this Agreement, the parties agree that trial of such action shall be vested exclusively in the state courts of California in the County of Monterey or in the United States District Court for the Northern District of California.

10.3 Severability. If a court of competent jurisdiction finds or rules that any provision of this Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so adjudged shall remain in full force and effect. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement.

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10.4 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this Agreement does not constitute a waiver of any other breach of that term or any other term of this Agreement.

10.5 Successors and Assigns. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the parties.

10.6 Use of Recycled Products. Consultant shall prepare and submit all reports, written studies and other printed material on recycled paper to the extent it is available at equal or less cost than virgin paper.

10.7 Conflict of Interest. Consultant may serve other clients, but none whose activities within the corporate limits of City or whose business, regardless of location, would place Consultant in a "conflict of interest," as that term is defined in the Political Reform Act, codified at California Government Code Section 81000 et seq.

Consultant shall not employ any City official in the work performed pursuant to this Agreement. No officer or employee of City shall have any financial interest in this Agreement that would violate California Government Code Sections 1090 et seq.

Consultant hereby warrants that it is not now, nor has it been in the previous 12 months, an employee, agent, appointee, or official of the City. If Consultant was an employee, agent, appointee, or official of the City in the previous twelve months, Consultant warrants that it did not participate in any manner in the forming of this Agreement. Consultant understands that, if this Agreement is made in violation of Government Code §1090 et seq., the entire Agreement is void and Consultant will not be entitled to any compensation for services performed pursuant to this Agreement, including reimbursement of expenses, and Consultant will be required to reimburse the City for any sums paid to the Consultant.

Consultant understands that, in addition to the foregoing, it may be subject to criminal prosecution for a violation of Government Code § 1090 and, if applicable, will be disqualified from holding public office in the State of California.

10.8 Solicitation. Consultant agrees not to solicit business at any meeting, focus group, or interview related to this Agreement, either orally or through any written materials.

10.9 Contract Administration. This Agreement shall be administered by the City’s Community Development Director ("Contract Administrator"). All correspondence shall be directed to or through the Contract Administrator or his or her designee.

10.10 Notices. Any written notice to Consultant shall be sent to:

Jane Riley, Director of Housing Policy
4LEAF Inc.,
JRiley@4Leafinc,com
Phone (707) 309-4775
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Any written notice to City shall be sent to:

Mary Villegas, Administrative Specialist/Deputy City Clerk [email protected]
City of Gonzales
P.O. Box 647
Gonzales, CA 93926

10.11 Professional Seal. Where applicable in the determination of the contract administrator, the first page of a technical report, first page of design specifications, and each page of construction drawings shall be stamped/sealed and signed by the licensed professional responsible for the report/design preparation. The stamp/seal shall be in a block entitled "Seal and Signature of Registered Professional with report/design responsibility," as in the following example.
_________________________________________
Seal and Signature of Registered Professional with
report/design responsibility.

10.12 Integration. This Agreement, including the scope of work attached hereto and incorporated herein as Exhibits A and B represents the entire and integrated agreement between City and Consultant and supersedes all prior negotiations, representations, or agreements, either written or oral.

Exhibit A Scope of Services (4LEAF Proposal 10/18/2022) (Modified 11/15/2022 by Michael Renner)
Exhibit B Budget / Payment Schedule (Modified 11/15/2022 by Michael Renner)

10.13 Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement.

10.14 Non-Responsibility for General Contractor Responsibilities and Duties. Unless otherwise agreed by City and Consultant in writing, nothing in Consultant's services shall be construed to mean that Consultant assumes any of the contractual responsibilities or duties of the general contractor. The general contractor is solely responsible for construction means, methods, sequences and procedures used in the construction of a project and for related performance in accordance with its contract with the City. The general contractor shall not be relieved of its responsibility for the safety of the workplace or for the method or manner of construction. The Consultant and its personnel have no authority to exercise any control over or charge of acts or omissions of the general contractor or their employees in connection with the construction work.

Consulting Services Agreement between December 5, 2022
City of Gonzales and 4LEAF Inc. Page 13 of 13
The Parties have executed this Agreement as of the Effective Date.

CITY OF GONZALES 4LEAF Inc.

Carmen Gil Jane Riley
Interim City Manager Director of Housing Policy
Attest:

Mary Villegas, Deputy City Clerk

EXHIBIT A

FOR THE

PROPOSAL TO PROVIDE

P L A N N I N G S E R V I C E S

CITY OF GONZALES
6TH CYCLE HOUSING ELEMENT
Submitted October 18, 2022

EXHIBIT A
1379
16 17 APPENDIX
SECTION 2
SECTION 3
SECTION 1
SECTION 4
SECTION 5

RESUMES

SCOPE OF WORK

COVER LETTER

PERSONNEL

QUALIFICATIONS & EXPERIENCE

SCHEDULE & BUDGET

TABLE OF CONTENTS

EXHIBIT A

PROPOSAL TO PROVIDE

PLANNING SERVICES

FOR THE
CITY OF GONZALES 6TH

CYCLE HOUSING

ELEMENT

COVER LETTER
SECTION 1

EXHIBIT A
Engineering • Construction Management • Inspection • Plan Check • Planning 2126 Rheem Drive • Pleasanton, CA 94588 • Phone (925) 462-5959 • Fax (925) 462-5958 8896 N Winding Way • Fair Oaks, CA 95628 • Phone (916) 965-0010 • Fax (916) 965-0013 City of Gonzales October 18, 2022
P.O. Box 647
147 Fourth Street
Gonzales, CA 93926
Attn: Taven M. Kinison Brown, Community Development Director RE: Proposal to Provide the City of Gonzales with Planning Services for the Sixth Cycle Housing Element Update (2023-2031).

Dear Mr. Brown,
4LEAF, Inc. (4LEAF) is pleased to present our proposal to provide Planning Services for the Sixth Cycle Housing Element Update for the City of Gonzales’s (City) 2023-2031 planning period. 4LEAF is a full-service firm with over 21 years of professional experience. We expand our services organically as client needs dictate and have been aggressively advancing our Planning Division over the past few years. Planning has become our fastest growing division and we look forward to adding the Housing Element Update for the City to our list of contracts. We can facilitate the Housing Element review and certification given our longstanding and excellent relationships with HCD staff. We are the ideal choice for the following reasons:
 Our Team
Jane Riley, AICP: Jane has been preparing housing elements and housing policies and programs for 28+ years for communities ranging in size from under 10,000 to over 500,000. She is currently leading the 4LEAF team in the preparation of the City of San Marino and City of Santa Clarita Housing Elements and in addition to her housing element work, she has written housing and inclusionary ordinances and workforce housing programs.

Bret McNulty: Bret has over 21 years of Planning and Development services experience with 11 years between the County of Santa Barbara, the City of Sebastopol, and the County of Sonoma. He has a wealth of experience leading the preparation, adoption, and certification efforts for economic development and public outreach programs. He has managed and co-authored comprehensive plan and community plan updates for Orcutt, Los Alamos, and county-wide economic development study, development code amendments, design guidelines, and grant applications.  Flexible Staffing Model
One of the biggest strengths of our team is in our depth and history of providing flexible-staffing options to our clients. By having 6 California offices and approximately 400 employees, 4LEAF has the dedicated resources to provide the appropriate levels of staffing to the task/work orders issued by the City. This positions our firm to provide a cost-efficient business model that allows our team to be budget-conscious while simultaneously serving each assignment. 4LEAF offers a comprehensive list of Planning Division personnel including Principal Planners, Senior Planners, Associate Planners, Assistant Planners, Planning Technicians, and Policy Planners.

EXHIBIT A
2126 Rheem Drive • Pleasanton, CA 94588 • Phone (925) 462-5959 • Fax (925) 462-5958 8896 N Winding Way • Fair Oaks, CA 95628 • Phone (916) 965-0010 • Fax (916) 965-0013  Budget
Our team has taken into consideration the needs of the City as addressed in the RFP and has strategized how best to provide our services to assist the City. The total cost for our firm to complete all tasks outlined in the scope is $81,320.

 Leadership
The contract with the City will be managed by Jane Riley, AICP and the contact who will handle contractual details will be Michael Renner, CBO. Both Jane and Michael have worked successfully with many cities and counties throughout California.

Executive Project Manager Project Manager/
Director of Housing Policy
4LEAF
Headquarters
Michael Renner, CBO
Office: (925) 462-5959
Cell: (925) 785-3581
Email: [email protected]
Jane Riley, AICP
Office: (925) 462-5959
Cell: (707) 309-4775
Email: [email protected]
2126 Rheem Drive
Pleasanton, CA 94588
Office: (925) 462-5959
Website: 4LEAFINC.COM
As President of 4LEAF, I am authorized to bind the firm. We appreciate the opportunity to submit our qualifications to the City and can commit to the availability of the proposed staff to work on this project throughout its duration. Should the City have any questions or concerns, please do not hesitate to contact us.

Respectfully submitted,
Kevin J. Duggan
President

EXHIBIT A

PROPOSAL TO PROVIDE

PLANNING SERVICES

FOR THE
CITY OF GONZALES 6TH

CYCLE HOUSING

ELEMENT

QUALIFICATIONS & EXPERIENCE
SECTION 2

EXHIBIT A

Proposal to Provide a Planning Services for the 2023-2031 Housing Element Update to the City of Gonzales Page 3 Section 2: Qualifications & Experience October 18, 2022 SECTION 2: QUALIFICATIONS & EXPERIENCE

KEY STAFF

PROJECT UNDERSTANDING
The key to effective preparation and certification of the 6th cycle Housing Element Update will be successfully navigating the large new RHNA numbers and all the new state laws, including 1,266 (Affirmatively Furthering Fair Housing) and AB 1397, which imposes stringent new requirements on sites to be included in inventory; and SB 166, the No Net Loss law which will require that the City has enough properly zoned sites throughout the planning period. The 4LEAF team has already been working with these new requirements in the preparation of 6th Cycle housing elements and can effectively guide the City’s update process. We have designed and implemented effective and equitable community outreach plans that can be carried out in a hybrid fashion to both reach our disadvantaged communities and comply with local health orders while avoiding the digital divide. 4LEAF was founded and built to serve the varied needs of public agencies. Because we come from public service, we understand the needs of public agencies. We realize that budgets and staffing are always a challenge. This is why 4LEAF is so willing to explore opportunities for costs savings with our clients. Our flexibility is key to our ability to provide our public agency clients with services that are truly responsive to their needs.

We understand that the City is looking for a consultant that can provide quality work in response to this RFP at a reasonable price. We have taken into consideration that the City has a severe shortage of housing of all types and for all income ranges and there has not been a multi-family housing project built since 2008 and no single-family housing projects since 2006. We acknowledge that while a number of important housing issues will need to be considered and addressed through the update process, the most significant work effort is expected to be identifying how the City can meet the assigned RHNA based on an updated housing opportunity site inventory while addressing fair housing requirements.

Our team has reviewed the City’s approaches and will do our best to address these needs by:
• Conducting background research and drafting the City’s Housing Needs Assessment and to ensure this Housing Element Update is affirmatively furthering fair housing. • Assessing the City’s existing housing opportunity sites to determine their appropriateness under the mandates and restrictions required for the next housing element cycle, including identifying certain desirable properties for potential to comply with the State’s requirements for “re-use” of these sites. • Identifying potential new housing opportunity sites and whether it is necessary to re-zone individual properties to meet the 6th cycle mandates and the City’s RHNA. • Conducting public outreach and engagement on the potential land use changes for these parcels to identify and discuss the community concerns regarding the implications of rezoning these properties. • Drafting of the housing element and CEQA documents themselves.

Project Manager / Dir., Housing Policy
Jane Riley, AICP
(707) 309-4775
[email protected]
Planning Manager
Bret McNulty
(925) 462-5959
[email protected]
Associate Planner
Elliott Pickett
(925) 462-5959
[email protected]

EXHIBIT A
Proposal to Provide a Planning Services for the 2023-2031 Housing Element Update to the City of Gonzales Page 4 Section 2: Qualifications & Experience October 18, 2022

SIMILAR PROJECTS
City of Santa Clarita
Housing and Safety Element Updates
4LEAF was chosen to perform the Housing and Safety Updates for the City of Santa Clarita, located in Southern California. The City is taking a proactive approach to smart, balanced growth of residential, commercial, and business park land uses. The City encompasses over 70 square miles and has a population of approximately 225,000 residents. The current number of housing units within the City is approximately 77,815. For this project, 4LEAF has 4 planners assigned to work on the City’s Housing Update for the 2021-2029 planning cycle with completed certification by the California Department of Housing and Community Development (HCD) pending. The Safety Element update was completed and adopted in early 2022.

The City chose 4LEAF because our team of professional Planners have an established working relationship with HCD and a familiarity with State housing law. Our team has demonstrated the ability to be proactive in maintaining communication, meeting deadlines, and addressing SB 379 (requiring all cities to include climate adaptation and resiliency strategies in the General Plan’s Safety Element in conjunctions with the next Housing Element Update). 4LEAF teamed with Rincon Consultants, Inc. to provide CEQA services. Together, our teams have worked with City staff to ensure consistency between Elements and meet legal requirements.

Our services for this project include:
 Public workshops and community outreach efforts
 Hard-reach-community outreach and Spanish
translation of all public documents
 Data collection
 Drafting the Housing Element
 Housing Sites Inventory
 Presentations
 Attending and participating in Planning Commission
and City Council meetings
Contact Information:

James Chow
Senior Planner
(661) 255-4330
[email protected]

EXHIBIT A
Proposal to Provide a Planning Services for the 2023-2031 Housing Element Update to the City of Gonzales Page 5 Section 2: Qualifications & Experience October 18, 2022 City of Rohnert Park
6th Cycle Housing Element Update
4LEAF was chosen to perform the Housing Update for the City of Rohnert Park, located in Northern California. The City has a RHNA of approximately 1,580 units compared to 899 units in RHNA Cycle 5, representing a 76% increase from the last Planning cycle. To ensure an adequate inventory of viable sites, the 6th cycle housing element update necessitates rezoning in targeted areas. We currently have five (5) 4LEAF Planners assigned to work on this endeavor including one (1) Principal Planner, two (2) Senior Planners, and two (2) Associate Planners.

The City chose 4LEAF because our team of professional Planners have an established working relationship with HCD and a familiarity with State housing law. Our team has demonstrated the ability to be proactive in maintaining communication, meeting deadlines, and addressing all of the new statutory requirements.
4LEAF teamed with Rincon Consultants, Inc. to provide CEQA review services. Together, our teams work with City staff to ensure consistency between Elements and meet legal requirements. Our team will recommend revisions where necessary to comply with State laws and provide resources wherever possible.

Our services for this project include:
 Project management
 Community outreach and engagement
 Housing Element preparation
 CEQA compliance
Contact Information:

Jenna Garcia
Housing Administrator
(707) 588-2238
[email protected]

EXHIBIT A
Proposal to Provide a Planning Services for the 2023-2031 Housing Element Update to the City of Gonzales Page 6 Section 2: Qualifications & Experience October 18, 2022 City of Cloverdale
6th Cycle Housing Element Update
4LEAF was chosen to perform the Housing Update for the City of Cloverdale, located in Northern California. The updated Housing Element will need to address the requirements of State law, including recent changes regarding the analysis of sites and zoning-related requirements for housing entitlements. We currently have three 4LEAF Planners assigned to work on this endeavor including one (1) Principal Planner and two (2) Associate Planners.

Our services for this project include:
 Project management
 Community outreach and engagement
 Housing Element preparation
 RHNA transfer associated with annexations
 CEQA compliance
 Native American Tribe Consultation
Contact Information:

Rafael Miranda
Associate Planner
(707) 894-2521
[email protected]

EXHIBIT A

PROPOSAL TO PROVIDE

PLANNING SERVICES

FOR THE
CITY OF GONZALES 6TH

CYCLE HOUSING

ELEMENT

PERSONNEL
SECTION 3

EXHIBIT A
Proposal to Provide a Planning Services for the 2023-2031 Housing Element Update to the City of Gonzales Page 7 Section 3: Personnel October 18, 2022
SECTION 3: PERSONNEL
Jane Riley, AICP | 4LEAF Project Manager, Director of Housing Policy Jane is an experienced AICP-certified planning manager with a proven history of advancing successful planning and housing policy initiatives. She served on the Housing Methodology Committee for ABAG and is driven to find effective ways to solve the housing crisis using her 30 years of experience. Her goal is to assist local agencies with the preparation of statecertified Housing Elements that meet community needs and statutory objectives. Jane has worked on Housing Elements since the 2nd Cycle; she led the 4th and 5th Cycle Housing Elements for the County of Sonoma and currently leads the 6th Cycle Updates for the cities of Santa Clarita, Cloverdale, Sebastopol, Cotati, Rohnert Park, and Healdsburg as well as for the County of Sonoma.

Bret McNulty | Planning Manager
Bret has over 21 years of planning and development services experience with 11 years between the County of Santa Barbara, the City of Sebastopol, and the County of Sonoma. He has a wealth of experience leading the preparation, adoption, and certification efforts for economic development and public outreach programs. He has managed and co-authored comprehensive plan and community plan updates for Orcutt and Los Alamos, with experience in economic development studies, development code amendments, design guidelines, and grant applications.

Elliott Pickett | Associate Planner
Elliot is an Associate Planner with a degree in Geography, Environment, and Planning for sustainable communities. He has experience with CEQA, safety elements & LHMPs, land use elements, and climate change. Elliott serves on our Affirmatively Furthering Fair Housing (AFFH) team and is fully adept at using ArcGIS to analyze appropriate housing inventory sites with a fair housing lens. Elliott leads our intern team and is driven to find equitable, sustainable solutions to California’s housing crisis.

Luke Lindenbusch | Policy Planner
Luke is a diligent Housing Policy Planner, organizer, and nonprofit specialist with extensive knowledge of campaign management, public health, and city planning. Luke is especially talented in implementing community engagement strategies involving both field and digital campaigns effectively and with innovation. He also has experience in affordable housing programs, application management, and income and program eligibility assessment.

Denise Truong | Assistant Planner
Denise has over seven years of valuable impact analysis knowledge and municipal experience, and her dynamic personality enables her to adapt to multidisciplinary environments. Denise carries a diverse range of beneficial knowledge regarding statewide policies on water quality, sea level rise, housing identity, public access utilizing the Coastal Act, the California Eelgrass Mitigation Policy, and beyond.

EXHIBIT A

Proposal to Provide a Planning Services for the 2023-2031 Housing Element Update to the City of Gonzales Page 8 Section 3: Personnel October 18, 2022

TEAM ORGANIZATION
Michael Renner, CBO
Executive Project Manager
Additional Planning Staff Available
Daniel Hortert, AICP
Shaveta Sharma
Melissa Chan
Waqar Shah
Tara Hullinger
Adrianna Ortiz
Aakash Shah
Eric Moland
Jason Neuman
Diana Sherin
Christopher Smith
Nick Bateman
Susan Tebo
Amalia Merino
Denise Truong
Samuel Fluhmann
Nejat Kadir
Karna Wong, AICP
Erica Fraser
Emma Quillen
Jane Riley, AICP
Project Manager/
Director of Housing Policy
Bret McNulty
Planning Manager
Elliott Pickett
Associate Planner
Luke Lindenbusch
Policy Planner
Denise Truong
Assistant Planner

EXHIBIT A

PROPOSAL TO PROVIDE

PLANNING SERVICES

FOR THE
CITY OF GONZALES 6TH

CYCLE HOUSING

ELEMENT

SCOPE OF WORK APPROACH
SECTION 4

EXHIBIT A

Proposal to Provide a Planning Services for the 2023-2031 Housing Element Update to the City of Gonzales Page 9 Section 4: Scope of Work Approach October 18, 2022
SECTION 4: SCOPE OF WORK APPROACH
On October 12, 2022, the City received its Final Regional Housing Needs Allocation (RHNA) from the Association of Monterey Bay Area Governments (AMBAG) for capacity to accommodate 1,266 new housing units for the 2023- 2031 Housing Element Update. Anticipating the 6th cycle planning period (2023- 2031), the City of Gonzales (City) is seeking proposals from a qualified consultant to complete a Housing Element Update and necessary environmental review. 4LEAF, Inc. can provide the City with the requested Housing Element Update and the required California Environmental Quality Act (CEQA) documentation. Our Housing team’s proposed approach to this work is outlined below.
4LEAF understands the City is built out within the limits of the existing General Plan and that the City anticipates that two significant annexation proposals for the Vista Lucia and Puente del Monte Specific Plans Combined, these annexations will result in the addition of housing development capacity sufficient to meet the City’s 6th Cycle RHNA and beyond.

The 4LEAF team understands the City’s goal for this project is to ensure prudent and necessary use of public funds resulting in adoption of an effective, compliant, and defensible Housing Element. Our housing team has an extensive public sector background and respects and completely supports City staff in their desire for principled and accountable City governance. To this effect, our team has crafted this this scope of work to ensure each task is justifiably included to ensure work products are necessary, timely, and effective.

In response to the request that the scope of work identifies budget efficiencies, 4LEAF has identified opportunities to support City staff conducting public outreach by providing surveys crafted to connect to the Gonzales community. The Vista Lucia and Puente del Monte projects represent a majority of the housing development potential to address the new RHNA and will provide environmental review pursuant to CEQA and separate from the Housing Element Update. Based on conversation with City staff, 4LEAF will work with City staff to identify an appropriate CEQA approach for environmental review of the housing element programs.

WORK PLAN
Task 1. Project Kick-off
4LEAF will schedule a kick-off meeting with the City to discuss project expectations regarding coordination, reporting, deliverables, and all other relevant project information. Expectations of all parties will be outlined, and available staff time will be discussed. City staff are requested to provide certain information to assist 4LEAF in updating the Housing Element. A sample Information Request Checklist is included as Attachment 1 to this Scope of Work.

Task 1.1. Project Schedule
4LEAF will work with City staff to finalize a project schedule within two weeks of the kick-off meeting that includes tasks and milestones for adoption and final submittal of a California Department of Housing and Community

EXHIBIT A

Proposal to Provide a Planning Services for the 2023-2031 Housing Element Update to the City of Gonzales Page 10 Section 4: Scope of Work Approach October 18, 2022
Development (HCD) reviewed Housing Element by December 31, 2023. The schedule will include project completion milestones and timelines as well as community outreach meetings, hearings, and reviews by both the City and HCD.

Task 2. Project Management
The most essential element of Project Management is ongoing communication. 4LEAF staff put communication with City staff at the forefront of everything we do. We understand the needs of local government because we come from local government.

Task 2.1. Project Coordination
4LEAF will meet regularly with City staff to ensure objectives and milestones are being achieved. 30-minute biweekly check-in meetings are recommended and an agenda, summary, and email updates with a list of action items will be sent to City staff around each meeting.

Task 3. Community Outreach and Engagement
4LEAF understands the City Manager and Planning Department staff will take the lead conducting public outreach for this project due to the unique and positive nature of public engagement in the City. 4LEAF will provide recommendations and support for the outreach based on our experience updating Housing Elements for other jurisdictions and HCD feedback received to date on 6th cycle update efforts. We have created an innovative outreach strategy that meet the needs of each community we serve. We can assist City staff in their outreach to community members and encourage them to participate in the manner and language which makes them the most comfortable. The increased use of technology-assisted community engagement has placed a greater emphasis on the need to overcome the digital divide for our community members without access. 4LEAF will ensure that participation by cell phone is possible and encouraged so that internet access is not required. 4LEAF will participate in community group meetings and assist with the City’s engagement efforts.

After meeting with staff and key community groups, 4LEAF willsupport staff initiating the community engagement effort by advising in the development and refining of a Community Engagement Plan that will educate, inform, and gain meaningful input from a broad and diverse range of groups and populations in the City of Gonzales.

Community engagement will focus on the community at-large, directly affected stakeholders (including property owners, businesses, residents, and interest groups), and civic decision-makers. This City-led effort will be supported by 4LEAF and designed to build collaborative interest, identify common values and goals in the project direction given the diverse group of local stakeholders, and to bring new participants into the conversation.

A particular focus of the community engagement and outreach plan will be to the Spanish-speaking community and hard-to-reach populations to ensure that they have every opportunity to participate in the language they are most comfortable with. Because the Census determined almost 92% of the City’s population is of Hispanic origin, this outreach will be especially important. 4LEAF staff include fully bilingual, culturally aware professionals who are passionate about inclusive community outreach. Somos el equipo que quieren para la comunidad entera.

EXHIBIT A

Proposal to Provide a Planning Services for the 2023-2031 Housing Element Update to the City of Gonzales Page 11 Section 4: Scope of Work Approach October 18, 2022
Task 3.1. Housing Element Virtual Workshops and Online Surveys Community workshops are a critical step in gaining a candid understanding of conditions and issues from a variety of perspectives. Information gained during the workshops will be used to identify key issues to be addressed and to help 4LEAF understand the specific values and needs of the community. 4LEAF will prepare the City to lead a series of community workshops at key points in the Housing Element Update process. Suggested public workshops and meetings are outlined below:
• Initial Planning Commission Public Workshop #1: Housing Elements, RHNA, New Laws (virtual). An example presentation by 4LEAF staff can be found here. This workshop will include public input and participation focused on issue identification as well as housing needs and opportunities. • White Board videos introducing the Housing Element process to the public. These would be provided in both English and Spanish and would be made available on the City’s website. • Community opinion survey (see below)
• Community Workshop #2 (Joint Commission/Council): Draft Housing Strategy and Sites As part of the early public outreach efforts, 4LEAF will assist in designing a community opinion survey for City release. The survey will be conducted in Survey Monkey or a similar online format where residents can use their cellphones to participate whether they have internet or not. 4LEAF requests that the City establish a dedicated website and email address for the Housing Element Update and include links to the surveys (English and Spanish) on that website as well as on the City’s social media channels and in a press release.

Task 3.2. Open House/Community Workshop #3
Following the receipt of the City’s comments on the Administrative Draft Housing Element, a Public Review Draft (Task 4.5, below) will be presented to the community at an in-person Open House in a location hosted by the City or local community group(s). Comments will be summarized and addressed in the Adoption Draft Housing Element.

Task 3.3. Concurrent Stakeholder Survey and Interviews
Concurrent with the outreach activities above, 4LEAF will work with City staff to develop an online survey for stakeholders to invite their participation in the Housing Element update process. Invitations to the survey will be sent to service and housing providers and will prioritize the needs and priorities of special needs groups (seniors, disabled, large households, disadvantaged, single-parent households) and other at-risk populations. Additionally, 4LEAF will conduct up to three stakeholder interviews or small group meetings.

Task 3.4. HCD Review and Adoption Hearings
Following the incorporation of public comment following the mandatory 30 day public review phase, 4LEAF will prepare HCD Review Draft Housing Element (Task 4.5, below) prior to submittal to HCD for their mandatory 90- day review. Changes requested by HCD will be incorporated into the Draft Housing Element in redline (track changes) to ensure transparency. The Adoption Draft Housing Element (Task 4.6, below) will be presented to the Planning Commission and City Council for consideration and adoption. This Scope anticipates a single round of HCD review and conditional approval prior to adoption of the Housing Element. 4LEAF will participate in up to two adoption hearings.

EXHIBIT A

Proposal to Provide a Planning Services for the 2023-2031 Housing Element Update to the City of Gonzales Page 12 Section 4: Scope of Work Approach October 18, 2022
Task 4. Housing Element Preparation
Based on 6th cycle housing element work in other communities, 4LEAF has included the following sub-tasks to help inform the process. Preparation of the Housing Element itself will begin with a preliminary sites inventory analysis so that staff can be apprised of any additional zoning actions that may be required to achieve compliance.

Following this work, a Draft Housing Strategy will be prepared for public and review and Commission/Council direction. The Housing Strategy will become the Policies & Programs (Section 2) of the Housing Element.

Task 4.1 Sites Inventory Analysis
Beginning with the City’s existing inventory sites list, 4LEAF will determine if existing inventoried sites must be rezoned to be utilized again and will compile a preliminary inventory of sites that could potentially be utilized with existing zoning to fulfill inventory requirements in compliance with Government Code §65583.2 and AB 1397, as well as with the new AB 686 Affirmatively Furthering Fair Housing requirements. 4LEAF will then project annual ADU creation for the 6th Cycle based on recent permitting, recent ADU affordability levels, and any new ADU Programs to promote and incentivize ADU development. Once this has been completed, 4LEAF will determine the RHNA surplus. Because AB 686 requires consideration of any areas of socioeconomic or ethnic concentration in identifying where new affordable housing should go, it will be important to designate neighborhoods of the highest opportunity for the placement of some of the affordable housing in the Specific Plan areas.

Task 4.2 Draft Housing Strategy
4LEAF will compile the Draft Housing Strategy following collection of public input, community surveys, and analysis of data and constraints. The Strategy will build on the City’s existing Housing Element Goal areas and expand objectives, policies, and programs to meet changing demographics and statutory requirements. An Administrative Draft Housing Strategy will be prepared for staff review prior to being made available to the public for Community Workshop #2 as set forth in Task 3 above. The Draft Housing Strategy will contain the City’s Housing Goals, Policies, Programs, and Quantified Objectives. The Draft Housing Strategy will form Section 2 (Housing Goals, Policies, Programs and Quantified Objectives) of the Housing Element.

Task 4.3. Administrative Draft Housing Element
After feedback and direction on the Housing Strategy and the Sites Approach have been provided, 4LEAF will compile an Administrative Draft Housing Element for staff review. The Scope and budget assume a single round of non-conflicting comments will be provided from staff on the Administrative Draft; staff comments on Sections 2 and 3 (below) will have already been provided under Tasks 4.1 and 4.2.

Because of the anticipated use of an AMBAG-prepared data package and the City’s desire that the Housing Element be easily readable and understandable by the public, the format for the new Housing Element will be updated as follows:
• Section 1: This section will include summary information and will emphasize the City of Gonzales’s unique attributes and challenges, as well as its changing demographics and identified housing needs. A summary of the AB 686 requirements to further fair housing will be included in this Section, as well as an analysis of the City’s success in implementing its 2015 Housing Element. Public outreach and participation will be provided in this section, along with a summary of community survey results. Housing issues facing the City, a summary

EXHIBIT A

Proposal to Provide a Planning Services for the 2023-2031 Housing Element Update to the City of Gonzales Page 13 Section 4: Scope of Work Approach October 18, 2022
of constraints, the City’s progress in implementing the prior Housing Element (including lessons learned) and a summary of available resources will also be provided within this introductory and overview section. • Section 2: This section will be the City’s Housing Strategy comprised of the City’s Housing Goals, Policies, Programs, and Quantified Objectives. This is the policy “meat” of the document and will be drafted following input from public engagement, data analysis, and stakeholders. • Section 3: This section will contain the housing sites information with a summary analysis of environmental and infrastructure factors that may affect development on identified sites, as well as a calculation of realistic development potential for each site or group of sites in inventory. While 4LEAF will also complete the necessary electronic HCD inventory forms, the tables in the Housing Element will be less complex than those submitted electronically to ensure clarity and conciseness in the Housing Element document itself. • Section 4: This section will be a Technical Background Report (TBR) and will contain the anticipated AMBAGprovided data set in its entirety, as well as supplemental information and data related to the AB 686 analysis, full community survey results, technical analysis of any identified environmental or infrastructure issues that may impact housing development; the full constraints analysis with the data from the subregional collaborative efforts; and any other information collected that will assist in telling the City of Gonzales story.

Task 4.4 General Plan & Specific Plan Consistency
This task will include assisting staff in identification of other General Plan text and/or mapping updates or revisions that may be needed to ensure consistency with the updated Housing Element. It assumes that the draft Safety Element and Environmental Justice Element, if required, will be adopted by end of 2023.

Task 4.5 Draft Housing Element
Following the City’s review of the Administrative Draft, 4LEAF will incorporate comments into a Draft Housing Element and deliver a final screen check draft electronically for City’s review before preparing the Draft for public review and the statutory 60-day HCD review.

Task 4.6 Adoption Draft Housing Element
4LEAF will facilitate HCD’s review by completing a checklist denoting for HCD staff which pages of the HCD Review Draft Housing Element each of the statutory requirements can be found on. We will work closely with HCD and with City staff to ensure that HCD’s questions, clarifications, and comments are addressed during the HCD review period. 4LEAF has excellent relationships with HCD staff and will facilitate review throughout the Housing Element Update process.

Task 4.7 Final Housing Element (Adopted)
Following City Council adoption, 4LEAF will revise the Housing Element to include any revisions directed by the Council and prepare the Adopted Housing Element for transmittal to HCD for certification and will provide any supporting information requested by HCD. Important note: To receive certification, the adopted Housing Element must be substantially the same as the HCD-reviewed Draft Housing Element and include their recommended changes. Should the City not wish to make the changes recommended by HCD, a different approval process and specific findings would need to be made by City Council. This alternative is not included in the project scope and budget.

EXHIBIT A

Proposal to Provide a Planning Services for the 2023-2031 Housing Element Update to the City of Gonzales Page 14 Section 4: Scope of Work Approach October 18, 2022
Task 5. CEQA Compliance
Pursuant to the City’s effort to realize cost effective review, 4LEAF reviewed the “three step process” described in CEQA Guidelines §15002 (General Concepts) and §15061 (Review for Exemptions) and determined that an Initial Study and CEQA Negative Declaration (ISND) should be prepared to satisfy the California Environmental Quality Act (CEQA). To the extent possible, the CEQA review will rely on existing environmental documentation and technical studies prepared for the project area, including the General Plan EIR; the CEQA documents prepared for the annexation of the Vista Lucia and Puente del Monte Specific Plan Areas; and any associated technical studies.

This scope of work assumes the City will lead Task 5.3 Native American Tribal Consultation with support from 4LEAF and to realize cost savings. CEQA documentation will consist of the following tasks:

Task 5.1 Project Description
4LEAF will prepare a thorough and succinct project description that explains the proposed changes to the Housing Element and support City approval of a CEQA Negative Declaration for the update pursuant to CEQA Guidelines §15025(1)(b). The project description will provide summary text, tables, and graphics necessary to facilitate a thorough understanding of the proposed project. Tables and graphics will be prepared where needed to illustrate clearly any changes proposed by the Housing Element Update.

As part of this task, the housing team will work with staff to collect any additional materials available for the proposed Housing Element update, including relevant planning documents, technical analyses prepared by the City, and summarizesrecent environmental documentation prepared forthe Specific Plan areas and other projects in the area. We will then prepare a detailed project description, for review by the City and project team. We will provide the City with an electronic version of the draft project description for review. Upon City approval of the draft project description, 4LEAF will prepare the IS/ND.

Task 5.2 Initial Study and Negative Declartion
4LEAF recommends that an Initial Study and Negative Declaration pursuant to CEQA Guidelines §15063 is the appropriate environmental documentation for the City of Gonzales 6th Cycle Housing Element Update as it will allow the City to adopt prepare a Negative Declaration if there is no substantial evidence that the Housing Element Update project may cause a significant effect on the environment.

The purposes of an Initial Study are to:
(1) Provide the Lead Agency with information to use as the basis for deciding whether there is ample support in the public record to support a Negative Declaration and that adequate environmental review has been conducted for actual planned housing development in the City in the Specific Plan area EIRs. (2) Enable the City as the CEQA Lead Agency to modify the project, mitigating adverse impacts and thereby enabling the project to qualify for a ND as detailed in CEQA Guidelines 4LEAF will prepare the Findings in support of the ND as supported by data and analysis. 4LEAF shall submit electronic copies of the Admin Drafts in both Word and PDF formats.

EXHIBIT A

Proposal to Provide a Planning Services for the 2023-2031 Housing Element Update to the City of Gonzales Page 15 Section 4: Scope of Work Approach October 18, 2022
Task 5.3 Native American Tribal Consultation
4LEAF will assist the City in conducting a government-to-government tribal consultation in accordance with Assembly Bill 52 of 2014 (AB 52) and Senate Bill 18 of 2004 (SB 18). To realize additional scope savings, City staff will prepare AB 52 and SB 18 specific letters and submitting a Native American Heritage Commission Sacred Lands File SB 18 search request as needed. This scope of work assumes the City will lead any tribal outreach and meetings to conduct Task 5.4 Native American Tribal Consultation meeting to realize cost savings and receive technical guidance from 4LEAF.

EXHIBIT A

PROPOSAL TO PROVIDE

PLANNING SERVICES

FOR THE
CITY OF GONZALES 6TH

CYCLE HOUSING

ELEMENT

SCHEDULE & BUDGET
SECTION 5

EXHIBIT A
Principal Senior Associate Assistant Admin Support
$180 $150 $120 $100 $60

1.0 Project Initiation

1.1 Kick-off meeting 12/1/22 12/1/22 1 0 1 0 1 3

1.2 Project Schedule 12/1/22 12/15/22 1 1 4 0 1 7

2.0 Project Management

2.1 Ongoing Project Coordination 11/15/22 1/30/24 24 10 20 0 8 62

3.0 Community Outreach & Engagement

3.1 Virtual Workshops & Survey 1/3/23 3/10/23 4 6 12 10 0 32

3.2 Open House 6/21/23 7/11/23 2 2 6 6 0 16

3.3 Stakeholder Survey & Interviews 1/15/23 6/9/23 6 8 10 12 0 36

3.4 Study Session and Hearings 4/26/23 12/30/23 8 10 12 6 0 36

4.0 Housing Element Preparation

4.1 Preliminary Sites Inventory Analysis 11/15/22 3/17/23 2 0 2 6 0 10

4.2 Draft Housing Strategy 11/21/22 4/14/23 10 4 38 20 4 76

4.3 Admin Draft Housing Element (includes
City review) 4/14/23 5/26/23 26 4 50 40 2 122

4.4 General Plan Consistency 4/10/23 4/12/23 6 0 6 4 0 16

4.5 Draft Housing Element (includes 90
days HCD review) 4/13/23 9/1/23 10 4 10 10 20 54

4.6 Adoption Draft Housing Element 10/1/23 11/11/23 10 4 20 4 2 40

4.7 Final Housing Element (adopted) 11/11/23 12/19/23 4 4 4 0 2 14

5.0 CEQA Compliance

5.1 Native American Tribal Consultation 1/21/23 1/22/23 1 1 1 0 0 3

5.2 Project Description 2/22/22 3/22/22 4 6 8 2 0 20

5.3 Admninistrative Draft IS/MND 3/22/22 5/22/22 4 12 16 22 0 54

5.4 Public Review Draft 6/22/22 8/22/22 2 6 6 10 4 28

5.5 Final IS/MND 9/28/23 12/2/22 2 4 4 0 2 12
127 86 230 152 46 641
$22,860 $12,900 $27,600 $15,200 $2,760 $81,320 Totals (hours and budget) Gonzales Housing Element Update Schedule & Budget Estimate - 4LEAF, Inc.

Task # Task Description Start End Hrs/Task

PROPOSAL TO PROVIDE

PLANNING SERVICES

FOR THE
CITY OF GONZALES 6TH

CYCLE HOUSING

ELEMENT

RESUMES

APPENDIX

EXHIBIT A
Jane Riley, AICP
Project Manager/Director of Housing Policy
1 of 2
1 of 2
Experience Summary
Jane is an experienced AICP-certified planning professional with a proven history of moving forward successful planning and housing policy initiatives. She has lived and worked in Sonoma County for more than 30 years and cares deeply about her community. She has many years of experience in both project review and comprehensive planning.

Jane has a wealth of experience leading the preparation, adoption, and certification efforts for a variety of comprehensive planning documents, including Housing Elements. As the lead staff for the Napa-Sonoma Collaborative, she has led multiple subregional initiatives and is a respected collaborator for the 16 member jurisdictions. Jane has managed efforts to adopt inclusionary and workforce housing programs, created a variety of zoning programs to implement housing and land use policies, and directed progressive and award-winning housing programs.

Select Project Experience
4LEAF, Inc. – Santa Rosa, CA
Director of Housing Policy
2020 - Present
Jane is our lead in the preparation of Housing Elements and other long-range planning efforts. She supervises and participates in advanced, highly complex professional planning activities and oversees difficult and sensitive professional planning projects. In addition to policy creation and analysis, she ensures compliance with statutes, oversees specialized planning functions, and provides overall management of planning issues. To date, she has led our 6th Cycle Housing Element initiatives for the County of Sonoma (partnered with Rincon) and cities of Sebastopol, Rohnert Park, Cloverdale, Cotati, Healdsburg (partnered with EPS), San Marino and Santa Clarita.

County of Sonoma – Santa Rosa, CA
Planning Division Manager
2017 - 2021
Supervising Planner
2015 - 2017
Jane performed a variety of complex professional planning and development work and provided professional information and assistance to the Department, the Planning Commission, the City Council, Experience
30+ years
Education
MA, Housing & Community Development
(Interdisciplinary Studies)
BA, Environmental Studies & Planning
Management Certificate
University of the Pacific
Certifications
AICP
Awards
APA California Chapter Opportunity &
Empowerment Award of Merit, 2019
California State Association of Counties
Challenge Award, 2017
California Planning Director’s Association
Recognition Award, 2016

EXHIBIT A
2 of 2
Jane Riley, AICP
developers, contractors, and the public. Additional responsibilities included oversight of planning staff. performing long-range and special planning projects, managing planning policy initiatives, preparing reports, presenting to boards and commissions, and processing complex planning applications while supervising and mentoring planning staff.

Housing Planner
2003 – 2015
In her first role with the County, Jane focused on advancing land use and regional housing policy initiatives, implementing State laws including housing laws via zoning code updates, managing the County’s housing program, applying for and administering State and Federal grants, creating annual and quarterly monitoring reports, and taking the lead role in creating coordinated area plans. She implemented statemandated housing requirements, processed housing development projects, led public workshops, prepared housing element updates and directed consultants, and managed housing programs based on the regional housing needs allocation process and complexities surrounding production.

City of Sebastopol – Sebastopol, CA
Associate Planner
1994 - 2002
In her 8+ years with the City, Jane’s main responsibilities as an Associate Planner included:
• Developing studies and reports to support new and updated plans, programs, and regulations • Reviewing and assisting in the review of moderately difficult development proposals and site plans for conformance with codes, plans, and regulations • Preparing and presenting detailed reports on development proposals to government bodies • Collecting a variety of statistical data and preparing reports and maps on topics such as census information, land use, tax base data, and occupancy rates • Evaluating or assisted in the evaluation of re-zonings, ordinance and General Plan amendments, site plans, special use permits, variances, and other proposals • Acting as liaison between community groups, government agencies, developers, and elected officials in developing neighborhood plans
• Coordinating community review of public and private development projects • Making presentations to boards, commission, and interest groups

EXHIBIT A
Bret McNulty
Planning Manager
1 of 2
Experience Summary
Bret has over 21 years of planning and development services experience with 11 years between the County of Santa Barbara, the City of Sebastopol, and the County of Sonoma. He has a wealth of experience leading the preparation, adoption, and certification efforts for economic development and public outreach programs. He has managed and coauthored comprehensive plan and community plan updates for Orcutt, Los Alamos, and county-wide economic development study, development code amendments, design guidelines, and grant applications.

Bret is an exceptional team member who takes initiative in any project/task he is involved in. He has extensive experience administering and managing regulatory document preparation including creating and updating land development ordinances, comprehensive and general plans, traditional and form-based coding, and development agreement negotiations. His professionalism, organizational skills, and quality work ethic make him a great asset to any team.

Select Professional Experience
4LEAF, Inc.

Planning Manager
2022 - Present
Bret is our lead in planning projects that require an expert hand in General Updates and Housing Elements.

He supervises and participates in advanced, highly complex professional planning activities and performs complex and sensitive professional planning projects, conducts research and analysis, monitors and ensures compliance with local, state, and federal laws, oversees specialized planning functions such as large-scale new development proposals and environmental studies, and provides overall management of division-related planning issues.

McNulty Consulting – Santa Barbara, CA
Owner / Principal
2018 - 2022
• Prepared Adoption Phase City of San Marino, 6th cycle Housing Element adopted 02/09/2022. • Five years of contract current and long-range planning project review, project management, and CEQA Compliance for the City of Goleta, including the Ritz Carlton Bacara Beach house replacement, zoning update review, and the Cox Communications headquarters upgrade projects. • Scoped work programs, prepared budgets, and assembled qualified staff and consultant teams in response to RFPs and SOQs.

Experience
21+ years
Education
B.A. – Double Major: Economics /
Environmental Studies
Sonoma State University – Rohnert
Park, CA
A.A. – Double Major: English /
Environmental Studies
Santa Rosa Junior College – Santa
Rosa, CA
Affiliations
Association of Environmental
Professionals
Pebble Creek Park Association Board of
Directors – President since 2020
American Red Cross
Coastal Housing Coalition Board of
Directors

EXHIBIT A
2 of 2
Bret McNulty
• Prepared Goleta West Sanitary District new administration building CEQA Mitigated Negative Declaration project manager Brownstein Hyatt Farber & Schreck. • Performed project review of Hotel & Brewery project for the City of Ojai, and project manager H & H Environmental Inc.,
Recon Environmental, Inc. – Goleta, CA
Central Coast Manager
2014 - 2018
• Provided oversight of project teams preparing project and plan level CEQA & NEPA environmental compliance services to public and private sector clients. • Presented housing subdivision project staff report at public workshops and the County of Santa Barbara Planning Commission and Board Supervisors.
• Managed on-call environmental and planning contracts with the City of Goleta and County of Santa Barbara Public Works and Flood Control District.
• Project lead opening the Recon Central Coast office in Goleta. • Prepared strategic business and marketing plans and led Central Coast office regional business development effort.

County of Santa Barbara Planning & Development/Long-Range Planning Division – Santa Barbara, CA Senior Planner
2007 - 2014
• Presented staff reports to the design review board, citizen planning advisory committees, the planning commission, and the board of supervisors.
• Reviewed public agency and private projects for consistency with plans and policies. • Prepared division RFP/Q for firms preparing environment compliance studies. • Teamed with management to prepare annual division Capital Improvement Project (CIP) budgets, schedules, and assignments using Microsoft Project, Visio, and Excel software. • Reviewed EIR consultant proposals, interviewed staff, negotiated costs, and managed interdepartmental teams.
• Reviewed technical studies from traffic and water engineers, biologists, archaeologists, and planning consultants.
• Assisted with preparation of the division work program, schedules and expenditures, training associate, assistant, and interns, and provided document quality assurance and control. • Authored successful transportation planning grant applications to SBCAG (Measure A – Safe Routes to School) and Caltrans (Environmental Justice Grant) for funding Bell Street circulation and parking plan.

North Fork Associates Environmental Inc. – Auburn, CA
Associate Planner / Project Manager
2003 - 2007
• Staffed the planning counters and reviewed planning project and design review applications for the cities of Auburn and Colusa.
• Presented staff reports, resolutions, and findings to the city council, planning commission, heritage preservation committee, and staffed the pre-development review Committee (City of Colusa).
• Staffed City of Colusa Development Review committee meetings for City Manager.

EXHIBIT A
Elliott Pickett
Associate Planner
1 of 2
Experience Summary
Elliott has a degree in Geography, Environment, and Planning with a Concentration in Planning for Sustainable Communities. He brings with him a compendium of knowledge, talent, and professional goals that make him an asset to any team and project he is assigned. Elliott’s professional and academic accomplishments are abundant, and he has quickly developed expertise as a team lead on several of 4LEAF’s Safety Elements and Housing Elements. As a trained and experienced researcher, Elliott can offer helpful insight to any project or client. With excellent written and communication skills, Elliott’s affinity for detail and design makes him a strong contributor to project teams.

Select Professional Experience
4LEAF, Inc.

Associate Planner
12/2020 - Present
Elliott served as project lead for Safety Element updates in San Marino and Santa Clarita, and lead for the Housing Element updates in Santa Clarita, Sebastopol, and Rohnert Park. He also provides Technical Assistance to the 16 jurisdictions in Napa and Sonoma counties as a part of ABAG’s subregional NapaSonoma Housing Collaborative. Elliott prepares staff reports and makes presentations to multiple clients and easily adapts to their preferred style. Elliott receives glowing feedback from his team and from the jurisdictions that he serves. His interests, strong leadership and organizational skills, and unwavering attention to detail make him the ideal team member and project lead.

Regional Climate Protection Authority (RCPA)
Planning Intern
9/2020 - 12/2020
• Developed outreach survey for increasing public engagement in the development of the Sonoma Climate Mobilization (SCM) Strategy.
• Compiled information on climate action for SCM website content. • Participated in Climate Action Advisory Committee meeting and incorporated partner input.

CA Governor’s Office of Planning and Research (OPR)
Planning Intern
Experience
2+ years
Education
B.A., Geography, Environment, and
Planning
Sonoma State University

EXHIBIT A
2 of 2
Elliott Pickett
6/2020 - 8/2020
• Evaluated and compiled information about more than 30 recent local jurisdiction’s Safety Elements and Local Hazard Mitigation Plans, providing strong examples to highlight in the appendix of OPR’s Fire Hazard Planning Technical Advisory document. • Transcribed and organized data from past Annual Planning surveys, enabling OPR staff to better target survey outreach efforts in the future.
• Organized and conducted informational interviews with staff from local California jurisdictions, incorporating their wildfire-related priorities into OPR’s Technical Advisory document.

Sonoma State University Center for Sustainable Communities Student Intern
1/2020 - 9/2020
• Synthesized research of over 60 land use tools or resources to address wildfire hazards, creating a database of current wildfire planning practices to be used in future wildfire planning. • Collaborated and divided labor among interns to produce high quality and efficient research to be used by organization partners.

EXHIBIT A
1 of 2
Luke Lindenbusch
Housing Policy Planner
Experience Summary
Luke is a diligent Housing Policy Planner, organizer, and nonprofit specialist with extensive knowledge of campaign management, public health, and city planning. Luke is especially talented in implementing community engagement strategies involving both field and digital campaigns effectively and with innovation. He also has experience in affordable housing programs, application management, and income and program eligibility assessment. Luke has been welcomed to work collaboratively in varied communities and has proven that he is a tactful team player who is highly adaptable to diverse environments.

Select Professional Experience
4LEAF, Inc.

Housing Policy Planner
2021 - Present
Luke contributes to 4LEAF’s Planning Department by:
• Managing tenant selection for available rental units, coordinating applicant assessment alongside property managers, and offering and leasing affordable units to selected applicants. • Currently overseeing the preparation of three separate Housing Elements for such clientele as the Cities of Cloverdale, Cotati, and Healdsburg and on-call housing technical assistance to 16 jurisdictions through our ABAG work.
• Counseling housing applicants on available opportunities and coordinating and directing workshops to educate residents on housing options.
• Assisting applicants throughout all phases of the application process and ensuring eligibility requirements and income certifications are satisfactory. • Reviewing annual recertifications of tenant eligibility for resident compliance with program requirements.
• Managing housing marketing efforts, assisting in the development of marketing and outreach outlets, organizing, and leading program information sessions, and attending community events to publicize available housing assistance services.
• Organizing and maintaining applicant information and preference groups in program management software.
• Collecting, analyzing, and reporting data relating to program evaluation, management, and goal establishment.

Generation Housing – CA
Project and Policy Coordinator
2020 - 2021
In this role, Luke’s responsibilities included, but were not limited to:
• Policy analysis.
• Housing project tracking.
• Public advocacy for housing action (nonprofit).
• Serving as a webinar moderator.

Experience
5+ years
Education
BA, Public Health and Environmental
Development
New York University
Software
Salesforce/CRMs
NGPVAN
Adobe Suite
Microsoft Office
Google Suite
Basic Coding

EXHIBIT A
2 of 2
Luke Lindenbusch
• Convening public officials.
• Mobilizing supporters.

City of Sebastopol – CA
Planning Commissioner & Climate Action Subcommittee Liaison 2020
In these roles, Luke served as a council-appointed municipal planning official and climate action liaison in this west Sonoma County city. efforts and the promotion of zoning information.

City of Santa Rosa – CA
Community Advisor, Planning, and Economic Development
2019 - 2020
Luke was a volunteer organizer for transit-oriented Downtown Specific Plan Update outreach. Included the Historic North San Francisco Bay Area city of roughly 175,000 with bustling industry and tourism where he experienced and studied the ramifications of wildfires and urban sprawl.

Brian Barnacle for Petaluma City Council – CA
Campaign Manager
2020
As a Campaign Manager, Luke launched campaigns prioritizing affordable housing, climate leadership, and community COVID-19 recovery efforts.

Yes on A: Affordable Homes for San Franciscans Now! – CA Field Organizer
2019
As a Field Organizer, Luke managed over twenty-five canvassers and implemented campaign logistics for San Francisco’s $600 million affordable housing bond.

Beto for Texas; U.S. Senate Campaign – CA
Field Organizer
2018
In this role, Luke oversaw the daily operations for Houston HQ in addition to three field offices in Harris County, Texas for the largest Senate campaign in United States history to date. Luke trained and recruited over 150 volunteers.

Ceres Community Project – CA
Development Associate & Data Manager
2017 - 2018
Luke’s responsibilities in this role included, but were not limited to:
• Donor communications.
• Creative direction.
• Grant prospecting.
• Database organization and management.
• Event planning.

EXHIBIT A
1 of 2
Denise Truong
Associate Planner
Experience Summary
Denise is a talented and ambitious professional who kickstarted her career in the industry as a Planning Technician. Denise has over seven years of valuable knowledge including Coastal Commission and municipal experience, and her dynamic personality enables her to adapt to multidisciplinary environments. Denise carries a diverse range of beneficial knowledge regarding statewide policies on water quality, sea level rise, housing, public access utilizing the Coastal Act, the California Eelgrass Mitigation Policy, and beyond. Denise’s dedication to advancing in her career path is demonstrated through her efforts to expand her knowledge on various capacities, in addition to her eagerness to volunteer for new projects.

Select Professional Experience
4LEAF, Inc.

Assistant Planner
2021 - Present
Denise helps contribute to the productivity of 4LEAF’s Building and Planning Department by performing diverse para-professional to professional technical planning tasks and assignments. These duties include:
• Maintaining responsibility for general office and project organization and providing administrative assistance, including process of receiving and reviewing permits. • Examining planning permission procedures and assisting clients during the planning permission application process.
• Constructing reports and video promotional/educational materials for regional publication • Meeting with property developers and other clients to determine how developments can be granted planning permission.
• Researching and analyzing census data and trends to determine community needs Coastal Commission, State of California
Coastal Program Analyst
9/2017 - 9/2019
• Received and reviewed permit applications for building and land use planning. • Assisted in conflict resolution regarding land use policies, regulatory procedures, permit application requirements, and approved plans at the public counter. • Completed technical staff reports with written analysis and infographic exhibits that met regulatory deadlines with minimal management oversight. • Recommended project outcomes by communicating with applicants, technical staff, and management staff after assessing impacts of proposed plans. • Ranked top three in Statewide Oral Examinations regarding policy knowledge, current projects, and municipal ordinances and codes.

Experience
7+ years
Education
BS, Environmental Management and Protection
Minor, Theater, Film, and Dance
Humboldt State University
MA, Urban and Regional Planning (2023)
Cal Poly Pomona

EXHIBIT A
2 of 2
Denise Truong
Recreational Equipment, Incorporated – CA
Customer Service Representative
2015 - 2016
• Analyzed customer needs and solved customer and workplace issues in a timely and professional manner.
• One of the top three employees to meet and exceed weekly membership sales and consistently ranked top ten percent in regional stores for membership sales. • Increased company loyalty by outdoor enthusiasts through proper equipping and membership sales.

City of Los Angeles – CA
Planning Intern
Summer of 2015
• Evaluated conditional use permits for compliance with Los Angeles General Plan, zoning, and CEQA requirements through written staff reports under minimal supervision. • Developed strong organizational skills through the review of backlogged case studies for closure and following-up on current cases, subsequently reducing unit’s workload by half. • Prepared staff reports for Zoning Administrator through research techniques using technical skills. • Proactively identified and appropriately solved issues regarding permit incompliance.

EXHIBIT A
From: Taven Kinison Brown
To: Mike Renner
Subject: RE: City of Gonzales 6th Cycle Housing Element Update - Revised Scope Date: Tuesday, November 15, 2022 5:25:00 PM
Attachments: image003.png
Sounds great, thank you!
From: Mike Renner <[email protected]>
Sent: Tuesday, November 15, 2022 4:46 PM
To: Taven Kinison Brown <[email protected]> Subject: Re: City of Gonzales 6th Cycle Housing Element Update - Revised Scope Taven,
Thank you for your email. 4LEAF is agreeable to this approach. We look forward to working with you.

Best,
Mike
From: Taven Kinison Brown <[email protected]> Sent: Tuesday, November 15, 2022 4:41:00 PM
To: Mike Renner <[email protected]>
Subject: City of Gonzales 6th Cycle Housing Element Update - Revised Scope Thank you, Michael for taking my call during your travels today.

From our discussion, and the City’s financial position, we spoke about modifying the 4LEAF budget schedule to better fit the City’s $65,000 Reap Grant that we have secured. Additionally, as the City’s CEQA guy, I am willing to try using a combination of CEQA Exemptions to cover our CEQA tasks. I see that other communities, such as Huntington Beach, Glendale and Placentia have tried this approach. So, with removal of the CEQA Compliance component, the 4LEAF contract nears the $65k mark. Our specific plans are presently under review and are addressing the CEQA impacts of zone changes, Maps and physical changes on the ground. We will see.

You indicated your willingness to agree to this approach and cost. See graphic below. The City still hopes to secure additional funding through state grant opportunities, and will also have a fiscal year break at June/July, if we both find that there are additional items that haven’t been foreseen.

Thank you for your professionalism and spirit of cooperation.

Taven M. Kinison Brown, Community Development Director
City of Gonzales, Community Development Department
[email protected]
831-675-5000

EXHIBIT B

BUDGET / PAYMENT SCHEDULE
(Modified 11/15/2022 by Michael Renner)