CITY OF GROVER BEACH
CITY COUNCIL STAFF REPORT
Agenda Item No. 9
Placement: Consent
Meeting Date: September 28, 2026
TO: Honorable Mayor and City Council
FROM: Matthew Bronson, City Manager
PREPARED BY: Megan Martin, Community Development Director SUBJECT: Award of Professional Services Agreement for 7th Cycle Housing Element Update
RECOMMENDATION
Approve a professional services agreement with Rincon Consultants, Inc. in the amount of $200,000 for the City of Grover Beach 7th Cycle Housing Element Update; and authorize the Mayor to execute the contract on behalf of the City.
BACKGROUND
The City of Grover Beach is required by State law to update its Housing Element every eight years to comply with State law and demonstrate that the City has adequate policies, programs, and development capacity to accommodate its Regional Housing Needs Allocation (RHNA). The City’s current Housing Element (6th Cycle) was adopted by the City Council on November 16, 2020, and is set to expire December 31, 2028. The City has made substantial progress toward meeting its RHNA obligations and has implemented numerous housing-related programs and development code amendments during the current planning period. The City is now required to prepare its 7th Cycle Housing Element, which will establish the City’s housing policies and programs for the next eight-year planning period from 2029 to 2036.
As shared with the Council on September 14, 2026 as part of a presentation on the Regional Housing Needs Allocation, the completed 7th Cycle Housing Element Update must have final approval and submission to the State by December 31, 2028. While two years away, preparation of the 7th Cycle Housing Element is a substantial undertaking involving an assessment of existing housing conditions and needs, evaluation of available housing sites and development capacity, analysis of governmental and non-governmental constraints to development, preparation of programs and policies, and coordination with the California Housing and Community Development Department (HCD). The update must also address evolving State housing laws and requirements including the Housing Accountability Act, Housing Crisis Act, Density Bonus Law, Affirmatively Furthering Fair Housing requirements, and other applicable statutory requirements.
HCD will need to review a draft of the update before issuing comments for the City to address before adopting and submitting a final version of the update.
The City issued a Request for Proposals (RFP) on June 30, 2026, seeking qualified consultants to assist with the preparation of the 7th Cycle Housing Element Update. The RFP sought a consultant with demonstrated experience in housing element preparation, State housing law, HCD review and certification, extensive community engagement, Coastal Commission Staff Report: Professional Services Agreement for 7th Cycle Housing Element Update Page 2 September 28, 2026
coordination, and preparation of housing elements for similar jurisdictions. The City received statements of qualifications and proposals from six teams:
• EMC Planning Group
• Lisa Wise Consultants
• Placeworks
• Veronica Tam Associates with MIG
• Rincon Consultants, Inc.
• Precision Planning
City staff from Community Development, Public Works, and the City Manager’s Office reviewed the submitted proposals based on the criteria identified in the RFP. The evaluation considered the consultant team’s technical expertise, approach to community outreach and engagement, experience with HCD and Coastal Commission requirements, qualifications of the proposed project manager and key staff, available staffing resources, references, and costs. Following the initial review, the review team identified the top three most qualified consultant teams and scheduled interviews to further evaluate their approach, understanding of the community’s needs, and to meet the proposed project team that would successfully complete the Housing Element on time and within the identified budget.
Based on the evaluation and interviews, staff selected Rincon Consultants, Inc. (Rincon) to provide the professional services necessary to complete the 7th Cycle Housing Element Update.
Rincon’s proposal demonstrated a comprehensive scope of work and robust community engagement plan while remaining within the City’s established budget of $200,000. Rincon’s scope also included two additional optional tasks that were identified in the RFP, the Housing Constraints Analysis and Digital Engagement.
Staff would note that the Housing Constraints Analysis will include an evaluation of the maximum building height and commercial ratio standards that are the subject of Measure F-26 on the November 2026 ballot. Pursuant to Council policy direction, this analysis would be completed as part of the 7th Cycle Housing Element and informed by the outcome of the ballot measure given expressed community concerns on building height and commercial spaces. Including this work in the Housing Element scope will allow the City to evaluate the applicable development standards and their potential effects on housing development capacity as part of the comprehensive Housing Element process.
Following approval of the contract, City staff will begin working with Rincon on the initial data collection and existing conditions analysis necessary to prepare the Housing Element update which will kick off with the Council and public in early 2027. There will be extensive community engagement with this process including a Housing Element webpage to provide the public with information about the update process, upcoming meetings and workshops, project milestones, and anticipated deliverables. Along with the Digital Engagement work mentioned above, the first in a series of public workshops is anticipated to be held during the first quarter of 2027. This engagement will provide the first of many opportunities for community members to learn more about the process, share input on housing needs and constraints, and inform the next policy and programs of the 7th Cycle Housing Element.
FISCAL IMPACT
The cost of the proposed Professional Services Agreement (Attachment 1) with Rincon Consultants, Inc., is included in the City’s operating budget.
Staff Report: Professional Services Agreement for 7th Cycle Housing Element Update Page 3 September 28, 2026
ALTERNATIVES
The Council has the following alternatives to consider:
1. Approve a professional services agreement with Rincon Consultants, Inc. in the amount of $200,0000 for the City of Grover Beach 7th Cycle Housing Element Update; and authorize the Mayor to execute the contract on behalf of the City; or
2. Do not approve this agreement; or
3. Delay approval of the agreement and provide additional direction to staff; or
PUBLIC NOTIFICATION
The agenda was posted in accordance with the Brown Act.
ATTACHMENTS
1. Professional Services Agreement
Multi-Year Goals
☐ Public Safety and Community Services ☒ Economic Development and Housing ☐ Community Infrastructure ☐ Financial and Organization Sustainability Council Priorities
☐ Water & Wastewater Infrastructure ☒ Community Engagement ☐ Street Improvements and Maintenance
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PROFESSIONAL CONSULTANT SERVICES AGREEMENT
FOR THE 7
TH CYCLE HOUSING ELEMENT UPDATE
BETWEEN THE CITY OF GROVER BEACH, CALIFORNIA
AND RINCON CONSULTANTS
THIS AGREEMENT is made and entered into effective the _28th_ day of _September, 2026_ (“Effective Date”), by and between the City of Grover Beach, a California municipal corporation (hereinafter referred to as “CITY”), and Rincon Consultants, a corporation (hereinafter referred to as “CONSULTANT”). CITY and CONSULTANT are referred to herein singularly as a “Party” and collectively as “Parties.”
RECITALS
WHEREAS, CITY desires to obtain professional services for the CITY’S 7 th Cycle Housing Element
Update (hereinafter referred to as the “PROJECT”), more specifically identified in the Proposal, Scope of Work, and Fee Schedule, jointly attached as “Exhibit A” to this Agreement, and incorporated herein by reference; and
WHEREAS, CONSULTANT is engaged in the business of housing element updates and hereby represents that it desires to and is professionally and legally capable of performing the services called for by this Agreement; and
WHEREAS, this Agreement sets forth the terms and conditions under which CONSULTANT shall provide professional services, to be paid by the CITY; and WHEREAS, this Agreement will be administered for CITY by the Director of Community Development (hereinafter referred to as “DIRECTOR”) or his/her designee.
AGREEMENT
NOW, THEREFORE, in consideration of the foregoing and of the covenants, conditions, promises, and agreements herein contained to be kept and performed by the respective Parties, it is mutually agreed as follows:
ARTICLE I. SCOPE OF SERVICES
CONSULTANT shall complete said PROJECT described herein, and more fully described in Exhibit A, diligently; to the best of their talents, skills, and expertise; and in accordance with local, state, and federal laws. This shall include all work incidental to, or necessary to perform, such services even though not specifically described in Exhibit A.
ARTICLE II. COMPENSATION AND PAYMENT
A. CONSULTANT’S sole compensation for satisfactory performance of all services required or rendered pursuant to this Agreement shall be in an amount not to exceed Two Hundred Thousand Dollars ($200,000.00). Any annual modification to the fee structure, as defined in Exhibit A, shall be subject to this not-to-exceed amount unless mutually agreed upon and amended by both Parties in a written amendment to this Agreement. CONSULTANT is not entitled to, nor will CONSULTANT receive any additional consideration, compensation, or other remuneration.
Attachment 1
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B. CONSULTANT shall invoice CITY on a monthly basis, via detailed statement, which will be processed and payable in the normal course of CITY business, within thirty (30) days of receipt of an invoice unless otherwise identified in this Agreement. CITY agrees to pay CONSULTANT in accordance with the payment rates and terms and the schedule of payment as set forth in Exhibit A, attached hereto and incorporated herein by this reference as though set forth in full, based upon actual time spent on the tasks above. CONSULTANT shall support its costs by producing with each invoice properly executed payrolls, time records, attendance records, billing statements, contracts, detailed ledgers, vouchers, orders, or any other documents pertaining in whole or in part to this Agreement.
C. The Parties may modify this Agreement to increase or decrease the scope of services or provide for the rendition of services not required by this Agreement, which modification shall include an adjustment to CONSULTANT’S compensation. Any change in the scope of services must be made by written contract amendment to the Agreement signed by an authorized representative for each Party.
CONSULTANT shall not be entitled to any additional compensation if services are performed prior to a signed written contract amendment.
D. At any time prior to issuance of final payment, CITY may conduct a cost audit of CONSULTANT’S invoices/statements. Any payment may be reduced by amounts found by CITY not to constitute allowable costs and/or adjusted for prior overpayments or underpayments. Upon CONSULTANT’S compliance with all terms of this Agreement, CITY shall promptly pay any balance of allowable costs.
ARTICLE III. TERMINATION, REMEDIES, FORCE MAJEURE, AND CONSOLIDATION OF DISPUTES A. This Agreement commences on the Effective Date and shall remain and continue in effect until all tasks described herein are completed, but in no event later than March 31, 2029 (“Term”), unless otherwise terminated sooner in accordance with the provisions of this Agreement.
B. This Agreement shall terminate without any liability of CITY to CONSULTANT upon the earlier of:
(i) CONSULTANT’S filing for protection under the federal bankruptcy laws, or any bankruptcy petition or petition for receiver commenced by a third party against CONSULTANT; (ii) Seven (7) calendar days written notice, with or without cause, by either CITY or CONSULTANT; or
(iii) Expiration of this Agreement.
C. Upon any termination or expiration of this Agreement, CONSULTANT shall:
(i) Immediately stop all work hereunder;
(ii) Immediately cause any and all of its subcontractors to cease work; and (iii) Return to CITY any and all unearned payments and all properties and materials in the possession of CONSULTANT that are owned by CITY. Subject to the terms of this Agreement, CONSULTANT shall be paid compensation for services satisfactorily performed prior to the effective date of termination. CONSULTANT shall not be paid for any work or services performed or costs incurred which reasonably could have been avoided.
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D. In the event of termination due to failure of CONSULTANT to satisfactorily perform in accordance with the terms of this Agreement, CITY may withhold an amount that would otherwise be payable as an offset to, but not in excess of, CITY’S damages caused by such failure. In no event shall any payment by CITY pursuant to this Agreement constitute a waiver by CITY of any breach of this Agreement which may then exist on the part of CONSULTANT, nor shall such payment impair or prejudice any remedy available to CITY with respect to any breach.
E. Upon any breach of this Agreement by CONSULTANT, CITY may:
(i) Exercise any right, remedy (in contract, law or equity), or privilege which may be available to it under applicable laws of the State of California or any other applicable law; (ii) Proceed by appropriate court action to enforce the terms of the Agreement; and/or (iii) Recover all directdamages for the breach of the Agreement. If it is determined that CITY improperly terminated this Agreement for default, such termination shall be deemed a termination for convenience.
F. CONSULTANT shall provide CITY with adequate written assurances of future performance, upon the request of the DIRECTOR or his/her designee, in the event CONSULTANT fails to comply with any terms or conditions of this Agreement.
G. CONSULTANT shall be liable for default unless nonperformance is caused by an occurrence beyond the reasonable control of CONSULTANT and without its fault or negligence such as, acts of God or the public enemy, acts of CITY in its contractual capacity, fires, floods, epidemics, quarantine restrictions, strikes, unusually severe weather, and delays of common carriers. CONSULTANT shall notify the DIRECTOR or his/her designee in writing as soon as it is reasonably possible after the commencement of any excusable delay, setting forth the full particulars in connection therewith, and shall remedy such occurrence with all reasonable dispatch, and shall promptly give written notice to the DIRECTOR or his/her designee of the cessation of such occurrence.
H. CONSULTANT agrees that, notwithstanding any contrary provision in this Agreement, any dispute arising from or relating to this Agreement (including, without limitation, disputes based on contract, tort, equity, or statute) may, at CITY’S option, be joined and consolidated with any other dispute or disputes arising from or relating to the PROJECT so that all disputes arising from or relating to the PROJECT may be resolved in a single proceeding. CONSULTANT hereby specifically waives any objection it may otherwise have to such joinder and consolidation and specifically consents to mediation, arbitration, or any other dispute resolution mechanism, forum, or proceeding necessary to effectuate the joinder and consolidation contemplated by this provision.
ARTICLE IV. CONFIDENTIAL INFORMATION, OWNERSHIP OF DOCUMENTS AND COPYRIGHT LICENSE A. All CITY information disclosed to CONSULTANT during the course of performance of services under this Agreement shall be treated as confidential and shall not be disclosed to any other persons or parties except as authorized by CITY or required by law. Upon termination of this Agreement, CONSULTANT shall turn over to CITY all records related to the Services provided to this Agreement.
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B. CONSULTANT agrees to keep confidential the services performed under this Agreement.
CONSULTANT agrees not to post on social media, the internet, or otherwise publish the services performed under this Agreement without express written consent by CITY.
C. Any reports, information, or other data prepared or assembled by CONSULTANT pursuant to this Agreement shall not be made available to any individual or organization by CONSULTANT without the prior written approval of CITY. During the Term of this Agreement, and thereafter, CONSULTANT shall not, without the prior written consent of CITY, disclose to anyone any Confidential Information. The term “Confidential Information” for the purposes of this Agreement shall include all proprietary and confidential information of CITY, including, but not limited to, business plans, marketing plans, financial information, designs, drawings, specifications, materials, compilations, documents, instruments, models, source or object codes, and other information developed pursuant to this Agreement, disclosed or submitted, orally, in writing, or by any other medium or media (otherwise referred to as “work”). All Confidential Information shall be and remain confidential and proprietary in CITY.
D. CONSULTANT shall not reproduce (such as photographs and prints), duplicate, distribute reproductions, or incorporate into any trademark or service mark, the work without the prior written consent of CITY.
Any rights of CONSULTANT in the work terminate upon the death of such CONSULTANT and do not extend to such CONSULTANT’S heirs, successors, or assigns.
E. Title to the work shall pass to CITY upon final acceptance by CITY. CITY reserves the right to donate, transfer, or sell the work or any portion thereof. CITY shall have the exclusive right to publicly display the work and shall have a license to reproduce (such as photographs and prints) or create threedimensional reproductions of the work for any noncommercial purpose (including, but not limited to, books, slides, postcards, film, Internet sites, reproductions for advertising, and other media). Prior to public display, CITY shall consider the sensitive nature and potential security risk of releasing the information to the general public. Such reproductions shall contain if legally necessary a copyright notice. Reproductions for commercial purposes are only to be made with the mutual written consent of CONSULTANT and CITY. All references and reproductions or adaptations of the work will credit the work to CONSULTANT unless CONSULTANT requests to the contrary. CITY reserves the right to modify, remove and/or relocate the work at any time, and after consultation with CONSULTANT, shall have the right to determine when and if modifications, repairs, and/or restorations are needed. If CITY makes modifications, repairs, or restoration not approved by the CONSULTANT, the CONSULTANT shall have the right to sever its association with the work, and all reuse of the work subject to such modification, repair, or restoration will be at the CITY’s sole risk. CONSULTANT agrees to give CITY written notice prior to asserting any claim pertaining to the work, and CITY shall have not less than ninety (90) days from the date of receipt of claim to cure any such claim. CITY may incorporate the work into any trademark or service mark to be utilized by CITY to register the same in accordance with federal, state, or local law.
F. If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall cause each subcontractor to also comply with the requirements of this Article (IV).
This Article (IV) shall survive expiration or termination of this Agreement.
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ARTICLE V. PROFESSIONAL SKILL
It is further mutually understood and agreed by and between the Parties hereto that inasmuch as CONSULTANT represents to CITY that CONSULTANT and its subcontractors, if any, are skilled in the profession and shall perform in accordance with the standards of said profession necessary to perform the services agreed to be done by it under this Agreement, CITY relies upon the skill of CONSULTANT and any subcontractors to do and perform such services in a skillful manner and CONSULTANT agrees to thus perform the services and require the same of any subcontractors. Therefore, any acceptance of such services by CITY shall not operate as a release of CONSULTANT or any subcontractors from said professional standards.
ARTICLE VI. INDEMNIFICATION AND DEFENSE
A. Indemnification and Defense for Professional Services: To the fullest extent permitted by law, CONSULTANT shall indemnify, defend, and hold harmless CITY, and any and all of its officers, officials, employees, agents, and volunteers (“Indemnified Parties”), from and against any and all claims, losses, liabilities, damages, costs, and expenses, including legal counsel’s fees and costs, to the extent they arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of CONSULTANT. CONSULTANT’S duty to defend shall consist of reimbursement of defense costs incurred by CITY in direct proportion to the CONSULTANT’S proportionate percentage of fault.
CONSULTANT’S percentage of fault shall be determined, as applicable, by a court of law, jury, or arbitrator. In the event any loss, liability, or damage is incurred by way of settlement or resolution without a court, jury, or arbitrator having made a determination of CONSULTANT’S percentage of fault, the Parties agree to mediation with a third party neutral to determine CONSULTANT’S proportionate percentage of fault for purposes of determining the amount of indemnity and defense cost reimbursement owed to CITY.
B. For All Other Liabilities: Notwithstanding the foregoing and without diminishing any rights of CITY under this Article (VI), for any liability, claim, demand, allegation against CITY arising out of, related to, or pertaining to any act or omission of CONSULTANT, but which is not a design professional service, CONSULTANT shall defend, indemnify, and hold harmless CITY and Indemnified Parties from and against any and all damages, costs, expenses (including reasonable attorney fees and expert witness fees), judgments, settlements, and/or arbitration awards, whether for personal or bodily injury, property damage, or economic injury, and arising out of, related to, any concurrent or contributory negligence on the part of CITY, except for the sole or active negligence of, or willful misconduct of CITY.
C. If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall require each subcontractor to indemnify, hold harmless, and defend CITY and each of its Indemnified Parties in accordance with the terms of this Article (VI), sections A and B.
This Article (VI) shall survive termination or expiration of this Agreement.
ARTICLE VII. INSURANCE
A. Throughout the life of this Agreement, CONSULTANT shall pay for and maintain in full force and effect all insurance as required in Exhibit B, attached and incorporated into and part of this Agreement by reference, with an insurance company(ies) either:
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(i) Admitted by the California Insurance Commissioner to do business in the State of California and rated no less than “A-VII” in the Best’s Insurance Rating Guide; or (ii) As may be authorized in writing by CITY'S Administrative Services Director, or his/her successor, or his/her designee at any time and in his/her sole discretion. The required policies of insurance as stated in Exhibit B shall maintain limits of liability of not less than those amounts stated therein.
B. If at any time during the life of the Agreement or any extension, CONSULTANT or any of its subcontractors/sub-consultants fail to maintain any required insurance in full force and effect, all services and work under this Agreement shall be discontinued immediately, and all payments due or that become due to CONSULTANT shall be withheld until notice is received by CITY that the required insurance has been restored to full force and effect and that the premiums therefore have been paid for a period satisfactory to CITY. Any failure to maintain the required insurance shall be sufficient cause for CITY to terminate this Agreement. No action taken by CITY pursuant to this Article (VII) shall in any way relieve CONSULTANT of its responsibilities under this Agreement. The phrase “fail to maintain any required insurance” shall include, without limitation, notification received by CITY that an insurer has commenced proceedings, or has had proceedings commenced against it, indicating that the insurer is insolvent.
C. The fact that insurance is obtained by CONSULTANT shall not be deemed to release or diminish the liability of CONSULTANT, including, without limitation, liability under the indemnity provisions of this Agreement. The duty to indemnify CITY shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by CONSULTANT. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of CONSULTANT, its principals, officers, agents, employees, persons under the supervision of CONSULTANT, vendors, suppliers, invitees, consultants, sub-consultants, subcontractors, or anyone employed directly or indirectly by any of them.
D. If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall require each subcontractor/sub-consultant to provide insurance protection, as an additional insured, to CITY and each of its officers, officials, employees, agents, and volunteers in accordance with the terms of this section, except that any required certificates and applicable endorsements shall be on file with CONSULTANT and CITY prior to the commencement of any services by the subcontractor. CONSULTANT and any subcontractor/sub-consultant shall establish additional insured status for CITY, its officers, officials, employees, agents, and volunteers.
E. Certificates of Insurance and properly executed endorsements in a form acceptable to CITY evidencing the coverage required by the clauses set forth above shall be filed with CITY at the time of execution of this Agreement. Each such policy shall be endorsed with the following language, except as otherwise provided:
(i) CITY is named as additional insured for all liability arising out of the operations by or on behalf of the named insured, and this policy protects the additional insured, its officers, agents, and employees against liability for personal and bodily injuries, deaths, or property damage or destruction arising in any respect, directly or indirectly, in the performance of the contract. (For Public Liability Only)
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(ii) The insurance provided is primary and no other insurance held or owned by CITY shall be called upon to contribute to a loss.
(iii) The inclusion of more than one insured shall not operate to impair the rights of one insured against another insured, and the coverage afforded shall apply as though separate policies had been issued to each insured.
(iv) The coverage provided by this policy shall not be canceled, non-renewed, or substantially reduced in amount or scope, without thirty (30) days prior written notice given to CITY by certified mail.
(v) All rights of subrogation are hereby waived against CITY, its officers, and employees when acting within the scope of their appointment or employment.
ARTICLE VIII. CONFLICT OF INTEREST AND NON-SOLICITATION A. Prior to CITY’S execution of this Agreement, CONSULTANT shall complete a City of Grover Beach Conflict of Interest Disclosure Statement in the form attached as Exhibit C and incorporated herein by reference. During the Term of this Agreement, CONSULTANT shall have the obligation and duty to immediately notify CITY in writing of any change to the information provided by CONSULTANT in such statement.
B. CONSULTANT shall comply, and require its subcontractors to comply, with all applicable:
(i) Professional canons and requirements governing avoidance of impermissible client conflicts; and
(ii) Federal, state, and local conflict of interest laws and regulations, including, without limitation, California Government Code section 1090 et seq., the California Political Reform Act (Gov.
Code, § 8100 et seq.), and the regulations of the Fair Political Practices Commission concerning disclosure and disqualification (Code of Regs., tit. 2, § 18700 et seq.).
At any time, upon written request of CITY, CONSULTANT shall provide a written opinion of its legal counsel and that of any subcontractor, that after a due diligent inquiry, CONSULTANT and the respective subcontractor(s) are in full compliance with all laws and regulations. CONSULTANT shall take, and require its subcontractors to take, reasonable steps to avoid any appearance of a conflict of interest. Upon discovery of any facts giving rise to the appearance of a conflict of interest, CONSULTANT shall immediately notify CITY of these facts in writing.
C. In performing the work or services to be provided hereunder, CONSULTANT shall not employ or retain the services of any person while such person either is employed by CITY or is a member of any CITY council, commission, board, committee, or similar CITY body. This requirement may be waived in writing by the CITY Manager, if no actual or potential conflict is involved.
D. CONSULTANT represents and warrants that it has not paid or agreed to pay any compensation, contingent or otherwise, direct or indirect, to solicit or procure this Agreement or any rights/benefits hereunder.
E. Neither CONSULTANT, nor any of CONSULTANT’S subcontractors performing any services on this Project, shall bid for, assist anyone in the preparation of a bid for, or perform any services pursuant to, any other contract in connection with this Project. CONSULTANT and any of its subcontractors shall have no interest, direct or indirect, in any other contract with a third-party in connection with
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this PROJECT unless such interest is in accordance with all applicable law and fully disclosed to and approved by the CITY Manager, in advance and in writing.
F. If CONSULTANT should subcontract all or any portion of the work to be performed or services to be provided under this Agreement, CONSULTANT shall include the provisions of this Article in each subcontract and require its subcontractors to comply therewith.
This Article (VIII) shall survive termination or expiration of this Agreement.
ARTICLE IX. GENERAL TERMS
A. Except as otherwise provided by law, all notices expressly required of CITY within the body of this Agreement, and not otherwise specifically provided for, shall be effective only if signed by the DIRECTOR or his/her designee.
B. Records of CONSULTANT’S expenses pertaining to the Project shall be kept on a generally recognized accounting basis and shall be available to CITY or its authorized representatives upon request during regular business hours throughout the life of this Agreement and for a period of three (3) years after final payment or, if longer, for any period required by law. In addition, all books, documents, papers, and records of CONSULTANT pertaining to the PROJECT shall be available for the purpose of making audits, examinations, excerpts, and transcriptions for the same period of time. If any litigation, claim, negotiations, audit, or other action commences before the expiration of said time period, all records shall be retained and made available to CITY until such action is resolved, or until the end of said time period whichever shall occur later. If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall cause each subcontractor to also comply with the requirements of this paragraph. This Article IX, section (B) shall survive expiration or termination of this Agreement.
C. Prior to execution of this Agreement by CITY, CONSULTANT shall have provided evidence to CITY that CONSULTANT is licensed to perform the services called for by this Agreement (or that no license is required). CONSULTANT and any subcontractors shall agree to obtain any local licensing or certifications necessary to perform services within the City, including, but not limited to City Business Tax Certificates. If CONSULTANT should subcontract all or any portion of the work or services to be performed under this Agreement, CONSULTANT shall require each subcontractor to provide evidence to CITY that subcontractor is licensed to perform the services called for by this Agreement (or that no license is required) before beginning work.
ARTICLE X. NONDISCRIMINATION
To the extent required by controlling federal, state, and local law, CONSULTANT shall not employ discriminatory practices in the provision of services, employment of personnel, or in any other respect on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, ethnicity, status as a disabled veteran or veteran of the Vietnam era. Subject to the foregoing and during the performance of this Agreement, CONSULTANT agrees as follows:
A. CONSULTANT will comply with all applicable laws and regulations providing that no person shall, on the grounds of race, religious creed, color, national origin, ancestry, physical disability, mental
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disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era be excluded from participation in, be denied the benefits of, or be subject to discrimination under any program or activity made possible by or resulting from this Agreement.
B. CONSULTANT will not discriminate against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, gender identification, status as a disabled veteran or veteran of the Vietnam era. CONSULTANT shall ensure that applicants are employed, and the employees are treated during employment, without regard to their race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, gender identification, status as a disabled veteran or veteran of the Vietnam era. Such requirement shall apply to CONSULTANT’S employment practices including, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. CONSULTANT agrees to post in conspicuous places available to employees and applicants for employment, notices setting forth the provision of this nondiscrimination clause.
C. CONSULTANT will, in all solicitations or advertisements for employees placed by or on behalf of CONSULTANT in pursuit hereof, state that all qualified applicants will receive consideration for employment without regard to race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era.
D. CONSULTANT will send to each labor union or representative of workers with which it has a collective bargaining agreement or other contract or understanding, a notice advising such labor union or workers’ representatives of CONSULTANT’S commitment under this section and shall post copies of the notice in conspicuous places available to employees and applicants for employment.
E. If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall cause each subcontractor to also comply with the requirements of this Article (X).
ARTICLE XI. INDEPENDENT CONTRACTOR
A. In the furnishing of the services provided for herein, CONSULTANT is acting solely as an independent contractor. Neither CONSULTANT, nor any of its officers, agents or employees shall be deemed an officer, agent, employee, joint venture, partner or associate of CITY for any purpose. CITY shall have no right to control or supervise or direct the manner or method by which CONSULTANT shall perform its work and functions. However, CITY shall retain the right to administer this Agreement so as to verify that CONSULTANT is performing its obligations in accordance with the terms and conditions thereof.
B. This Agreement is not evidence of a partnership or joint venture between CONSULTANT and CITY.
CONSULTANT shall have no authority to bind CITY absent CITY’S express written consent. Except to the extent otherwise provided in this Agreement, CONSULTANT shall bear its own costs and expenses
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in pursuit thereof.
C. Because of its status as an independent contractor, CONSULTANT and its officers, agents, and employees shall have absolutely no right to employment rights and benefits available to CITY employees. CONSULTANT shall be solely liable and responsible for all payroll and tax withholding and for providing to, or on behalf of, its employees all employee benefits including, without limitation, health, welfare, and retirement benefits. In addition, together with its other obligations under this Agreement, CONSULTANT shall be solely responsible, indemnify, defend, and hold CITY harmless from all matters relating to employment and tax withholding for and payment of CONSULTANT'S employees, including, without limitation:
(i) Compliance with Social Security and unemployment insurance withholding, payment of workers’ compensation benefits, and all other laws and regulations governing matters of employee withholding, taxes and payment; and
(ii) Any claim of right or interest in CITY employment benefits, entitlements, programs and/or funds offered to employees of CITY whether arising by reason of any common law, de facto, leased, or co-employee rights or other theory. It is acknowledged that during the Term of this Agreement, CONSULTANT may be providing services to others unrelated to CITY or to this Agreement.
ARTICLE XII. NOTICES
All notices, including notices of address changes, required to be sent hereunder shall be in writing and shall be deemed to have been given when mailed to the addresses listed below:
A. CITY: City of Grover Beach, Community Development Director, Megan Martin, 154 South Eighth Street, Grover Beach, California 93433
B. CONSULTANT: Rincon Consultants, Senior Principal/Principal-in-Charge, Brenna Weatherby, 899 Pacific Street, San Luis Obispo, California 93401
ARTICLE XIII. BINDING
Subject to Article XIV, below, once this Agreement is signed by all Parties, it shall be binding upon, and shall inure to the benefit of, all Parties, and each Party's respective heirs, successors, assigns, transferees, agents, servants, employees, and representatives.
ARTICLE XIV. ASSIGNMENT
A. This Agreement is personal to CONSULTANT and there shall be no assignment by CONSULTANT of its rights or obligations under this Agreement without the prior written approval of the Grover Beach City Council. Any attempted assignment by CONSULTANT, its successors, or assigns shall be null and void unless approved by the Grover Beach City Council.
B. CONSULTANT hereby agrees not to assign the payment of any monies due to CONSULTANT from CITY under the terms of this Agreement to any other individual(s), corporation(s) or entity(ies). CITY retains the right to pay any and all monies due to CONSULTANT directly to CONSULTANT.
rev 9-2026
ARTICLE XV. COMPLIANCE WITH THE LAW
In providing the services required under this Agreement, CONSULTANT shall at all times comply with all applicable laws of the United States, the State of California, and the City of Grover Beach, and with all applicable regulations promulgated by federal, state, regional, or local administrative and regulatory agencies, now in force and as they may be enacted, issued, or amended during the Term of this Agreement.
ARTICLE XVI. WAIVER
The waiver by either Party of a breach by the other of any provision of this Agreement shall not constitute a continuing waiver or a waiver of any subsequent breach of either the same or a different provision of this Agreement. No provisions of this Agreement may be waived unless in writing and signed by all Parties to this Agreement. Waiver of any one provision herein shall not be deemed to be a waiver of any other provision herein.
ARTICLE XVII. GOVERNING LAW AND VENUE
This Agreement shall be governed by, and construed and enforced in accordance with, the laws of the State of California, excluding, however, any conflict of laws rule which would apply the law of another jurisdiction. Venue for purposes of the filing of any action regarding the enforcement or interpretation of this Agreement and any rights and duties hereunder shall be San Luis Obispo County, California.
ARTICLE XVIII. HEADINGS
The section headings in this Agreement are for convenience and reference only and shall not be construed or held in any way to explain, modify or add to the interpretation or meaning of the provisions of this Agreement.
ARTICLE XIX. SEVERABILITY
The provisions of this Agreement are severable. The invalidity, or unenforceability of any one provision in this Agreement shall not affect the other provisions.
ARTICLE XX. INTERPRETATION
The Parties acknowledge that this Agreement in its final form is the result of the combined efforts of the Parties and that, should any provision of this Agreement be found to be ambiguous in any way, such ambiguity shall not be resolved by construing this Agreement in favor of or against either Party, but rather by construing the terms in accordance with their generally accepted meaning. Accordingly, any rule of law, including, but not limited to, Section 1654 of the Civil Code of California, or any other statutes, legal decisions, or common-law principles of similar effect, that would require interpretation of any ambiguities in this Agreement against the party that drafted this Agreement is of no application and is hereby expressly waived.
ARTICLE XXI. ATTORNEY’S FEES
If either Party is required to commence any proceeding or legal action to enforce or interpret any term, covenant or condition of this Agreement, the prevailing Party in such proceeding or action shall be entitled to recover from the other Party its reasonable attorney's fees and legal expenses.
rev 9-2026
ARTICLE XXII. EXHIBITS
Each exhibit and attachment referenced in this Agreement is, by reference, incorporated into and made a part of this Agreement.
ARTICLE XXIII. PRECEDENCE OF DOCUMENTS
In the event of any conflict between the body of this Agreement and any Exhibit or Attachment hereto, the terms and conditions of the body of this Agreement shall control and take precedence over the terms and conditions expressed within the Exhibit or Attachment. Furthermore, any terms or conditions contained within any Exhibit or Attachment attached hereto, which purport to modify the allocation of risk between the Parties, provided for within the body of this Agreement, shall be null and void.
ARTICLE XXIV. CUMULATIVE REMEDIES
No remedy or election hereunder shall be deemed exclusive but shall, wherever possible, be cumulative with all other remedies at law or in equity.
ARTICLE XXV. NO THIRD-PARTY BENEFICIARIES
The rights, interests, duties and obligations defined within this Agreement are intended for the specific Parties as identified in the preamble of this Agreement. Notwithstanding anything stated to the contrary in this Agreement, it is not intended that any rights or interests in this Agreement benefit or flow to the interest of any third parties.
ARTICLE XXVI. EXTENT OF AGREEMENT
Each Party acknowledges that they have read and fully understand the contents of this Agreement and any documents issued that resulted in selection of CONSULTANT for entry into this Agreement. This Agreement represents the entire and integrated agreement between the parties with respect to the subject matter hereof and supersede all prior negotiations, representations or agreements, either written or oral. This Agreement may be modified only by written instrument duly authorized and executed by both CITY and CONSULTANT.
ARTICLE XXVII. INTEGRATION
This Agreement constitutes the entire understanding and agreement of the Parties and supersedes all previous and/or contemporaneous understanding or agreement between the Parties with respect to all or any part of the subject matter hereof.
ARTICLE XVIII. AUTHORITY TO EXECUTE
The person or persons executing this Agreement on behalf of the Parties hereto warrants and represents that he/she/they has/have the authority to execute this Agreement on behalf of their entity and has/have the authority to bind their Party to the performance of its obligations hereunder. This Agreement may be executed electronically.
ARTICLE XXIX. COUNTERPARTS
This Agreement may be executed in one or more counterparts with each counterpart being deemed an original. No counterpart shall be deemed to be an original or presumed delivered unless and until the counterparts executed by the other Parties hereto are in the physical possession of the Party or Parties seeking enforcement thereof. Digital signatures meeting the requirements of Government Code section
16.5 shall also be considered original signatures.
th Cycle Housing Element Update
rev 9-2026
AGREEMENT SIGNATURES
IN WITNESS WHEREOF, the Parties hereto have entered into this Agreement effective as of the day and year first written above.
CITY OF GROVER BEACH
Kassi Dee, Mayor Date
Attest:
Wendi Sims, City Clerk Date
Approved as to Form:
Jennifer Thompson, City Attorney Date
RINCON CONSULTANTS
Richard Daulton, Executive Vice President Date
Brenna Weatherby, Senior Principal/Principal-in-Charge Date Exhibits/Attachments:
1. Exhibit A - Scope of Services and Fee Schedule
2. Exhibit B - Insurance Requirements
3. Exhibit C Disclosure of Conflict of Interest
September 21, 2026
Diiggiittaallllyy signed by Brenna Weatherby
DNN:: OO="Rincon Consultants, Inc.", CN=Brenna
Weatherby, [email protected]
Reason: I am the author of this document
Location:
Date: 2026.09.21 17:11:56-07'00'
Foxit PDF Editor Version: 2024.2.0
Brenna
Weatherby
September 22, 2026
September 23, 2026
EXHIBIT A
PROFESSIONAL CONSULTANT SERVICES
SCOPE OF SERVICES AND FEE SCHEDULE
45)
City of Grover Beach 7" Cycle Housing Element Update
rev 9-2026
rev 9-2026
EXHIBIT A
PROFESSIONAL CONSULTANT SERVICES
SCOPE OF SERVICES AND FEE SCHEDULE
Proposal to Prepare the City of
Grover Beach 7th Cycle Housing
Element Update (2029-2036)
August 14, 2026
City of Grover Beach
154 South 8th Street
Grover Beach, California 93433
Rincon Consultants
899 Pacific Street
San Luis Obispo, California 93401
Rincon Consultants
899 Pacific Street, Suite 100
San Luis Obispo, California 93401
August 14, 2026
Megan Martin, Community Development Director
City of Grover Beach, Community Development Department
154 South 8th Street
Grover Beach, California 93433
Subject: Proposal to Prepare the City of Grover Beach 7th Cycle 2029-2036 Housing Element Update
Dear Ms. Martin,
Rincon Consultants (Rincon) understands the City of Grover Beach (City) is seeking a consultant to prepare its 7th cycle Housing Element update for the 2029-2036 planning period. The City’s success in implementing its 6th cycle Housing Element has resulted in substantial housing production and revitalization activity, particularly along the West Grand Avenue corridor. This success has simultaneously generated meaningful community dialogue regarding growth, community character, economic vitality, infrastructure capacity, and housing affordability. We understand that the 7th cycle Housing Element presents an opportunity not only to maintain compliance with evolving state housing requirements, but also to help define a communitysupported framework for Grover Beach’s next generation of growth.
We are committed to meeting the City’s schedule, completing all analyses necessary for Housing and Community Development (HCD) certification by 2028, and providing a cost-effective and innovative approach.
Key Team Members
Leading the team, Brenna Weatherby will serve as Principal-in-Charge. Brenna brings 25 years of experience in long-range community planning, housing element preparation, community engagement, and environmental analyses throughout California. Jason Montague will serve as Project Manager in charge of day-to-day oversight and the City’s primary contact. Jason offers long-range and environmental planning expertise, is adept at site inventories and Affirmatively Furthering Fair Housing (AFFH) analysis and works efficiently with HCD on project conformity and project reviews.
The Rincon Difference
C Central Coast Experience. With over 25 years of experience working throughout San Luis Obispo County, our team brings extensive experience working throughout the Central Coast region, including Camarillo, Lompoc, Solvang, Marina, Arroyo Grande, Pacific Grove, and other coastal communities.
This experience provides insight into the unique opportunities and constraints associated with housing development in coastal environments and communities balancing growth with preservation of local character.
C Proven Housing Element Experience. Drawing on experience updating 65 6th cycle Housing Elements, Rincon helps jurisdictions address complex requirements for adequate sites, non-governmental constraints, fair housing, HCD review, and evolving state housing laws. The team has a proven track record working closely with HCD to fulfill the new and extensive AFFH guidance and HCD requirements.
Acting as trusted partners, we will leverage these relationships with HCD, cultivated over 25 years to help streamline review, resolve comments efficiently, and support certification, drawing on our extensive 6th cycle experience.
ii | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Cover Letter
C Implementation Focus. Rincon supports communities throughout the full housing lifecycle, including zoning updates, program implementation, grant funding, annual reporting, and ongoing housing compliance. This experience allows us to develop realistic programs that can be successfully implemented after certification. Our team also supports post-certification implementation through detailed land inventory analyses, real-time site capacity evaluations, No Net Loss monitoring, and accurate Government Code Section 65863 findings. This combination of policy expertise and practical implementation experience will help the City maintain Regional Housing Needs Allocation capacity and adapt as development and regulatory conditions evolve.
C Evolving State Guidance Insight. As a core technical lead updating California’s General Plan Guidelines for the Governor’s Office of Land Use and Climate Innovation (LCI), Rincon brings direct insight into the state’s evolving planning framework and awareness of HCD-led Housing Element guidance updates. Our involvement at the state level, equips us to anticipate emerging expectations.
C Full-Service Team. Rincon’s integrated team can manage the Housing Element, California Environmental Quality Act documentation, coastal coordination, community dialogue, and implementation under one roof, streamlining communication and reducing risk across every project component, with specialized economic analysis support as needed.
Our team’s diverse expertise combined with our local knowledge sets us apart. We are confident that the Rincon team will meet the needs of the City, and we welcome an opportunity to meet with you to further discuss our qualifications. If you have any questions regarding this submittal, please do not hesitate to contact us.
Sincerely,
Rincon
Jason Montague
Senior Planner / Project Manager
[email protected]
760-517-9146
Contact for Clarification
Brenna Weatherby
Senior Principal / Principal-in-Charge
[email protected]
760-205-2097
Authorized to contractually obligate and negotiate
on behalf of Rincon
Table of Contents
01 Firm Qualifications 1
About Rincon 1
Project Experience 3
References 13
02 Project Understanding, Scope of Work and Project Approach 14 Project Understanding 14
Key Project Considerations and Approach 14
Project Scope of Work 15
Additional Optional Tasks and Value-Added Services 26
03 Firm Staffing and Expertise 29
Organizational Chart 29
Management Team 30
Support Team 31
04 Schedule for Completion 34
05 Budget 35
Grover Beach 7th Cycle Housing Element Update Itemized Cost 35 06 Fees and Insurance 39
Cost Summary and Not to Exceed Cost 39
Insurance Documents 40
Appendix
A Key Team Member Resumes
Firm Qualifications
1 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) SECTION 1
Firm Qualifications
About Rincon
Rincon Consultants (Rincon) is a multidisciplinary planning and environmental consulting firm providing trusted professional services to public agencies and private clients throughout California. With more than 500 professionals statewide, Rincon has the ability to provide an integrated approach in-house to streamline work efforts for our clients, allowing seamless support from policy development and technical analysis through environmental review, regulatory approvals, and implementation.
Rincon is a leading planning,
environmental, and advisory firm serving
markets in community development, water,
energy and utilities, and transportation.
Legal Name: Rincon Consultants, Inc.
Legal Form: California “S” Corporation
Founded
Employees and
Growing
Project Awards
To-Date
Offices
Statewide
40014
1994
550
Bishop
Carlsbad
Fresno
Los Angeles
Monterey
Oakland
Palm Springs
Redlands
Sacramento
San Diego
San José
San Luis Obispo
Santa Barbara
Ventura (HQ)
For Grover Beach, we recognize the City has successfully facilitated significant housing production during the 6th cycle and is now navigating important community conversations regarding future growth, housing capacity, community identity, economic vitality, development standards, and long-term sustainability.
Rincon’s approach is designed to help address these issues, supporting state Compliance and Local Priorities with a three-prong approach.
Thoughtful
Analysis
Meaningful
Engagement
Practical Implementation
Strategies
Firm Qualifications
2 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Pre Certification Post Certification
Differentiators
Full-Lifecycle
Approach
Rincon’s Key
Rincon’s
Housing Needs
Assessments
Housing Program
Implementation
Annual Progress
Reporting
RHNA
Planning
Housing
Constraints
Evaluations
Zoning
Amendments
Grant Funding
Strategies
Ongoing Compliance
Support
HCD
Coordination
AFFH
Analyses
Housing
Opportunity Sites
Inventories
Public
Engagement
Environmental
Review
Preparation of Realistic
Implementation
Programs
Proven Housing
Element Experience
Statewide experience informs practical
solutions to housing challenges
Central Coast Experience
25+ years supporting projects
throughout San Luis Obispo County
Statewide Guidance Insight
Applying our LCI General Plan
Guidelines work to anticipate evolving
state expectations
Implementation Focus
Expertise beyond certification turns
policies into achievable actions
Full-Service Team
Integrated expertise reduces risk from
planning through implementation
A full-lifecycle perspective allows us to
develop Housing Elements that are not only
certifiable, but also achievable and effective
over the entire planning period.
Start Certification
2 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Firm Qualifications
3 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Land Econ Group LLC - Housing Affordability by Design
Land Econ Group LLC (LEG) is a land planning and
development economics consulting firm who will
support Optional Task B. Their primary services
include real estate market analysis, financial
feasibility evaluation, fiscal impact analysis and
economic impact evaluation for land development
projects, station area plans, community plans,
specific plans and general plans. LEG was
formed to serve planning and urban design firms,
municipalities, transportation authorities, other
governmental entities, property owners, real estate
developers and foreign governments.
Land Econ Group Certifications
• DBE: Disadvantaged Business Enterprise
• SBE: Small Business Enterprise
• MBE: Minority Business Enterprise
• WBE: Women Business Enterprise
Project Experience
Rincon has prepared housing elements throughout California in various types of land use, environmental, and socioeconomic settings. Our planning group is involved with only a select number of housing element assignments at a time, providing an undistracted focus on the issues relevant to those select projects. Our statewide experience will support the City in advancing meaningful housing solutions tailored to the City’s long-term vision and community priorities.
Rincon Expertise Value to the City of Grover Beach
Housing Element
Planning,
Implementation,
and Department
of Housing and
Community
Development
Coordination
Rincon is recognized as a leader in Housing Element planning and implementation throughout California. Through our work over the previous three housing element cycles, we have navigated complex housing, land use, environmental and policy issues. We have also developed positive relationships with Housing and Community Development (HCD) staff that help our team with a deep understanding of expectations and certification requirements.
Central Coast
Experience and
California Coastal
Commission
Coordination
Rincon brings extensive Central Coast experience helping coastal communities balance housing production, economic development, environmental stewardship, and community character. Our recent and ongoing work includes Housing Element, General Plan, and environmental planning projects for jurisdictions such as the cities of Camarillo, Lompoc, Solvang, Marina, and Pacific Grove. Combined with our experience coordinating with the California Coastal Commission, we help agencies navigate regulatory requirements and reduce implementation uncertainty.
Community
Engagement
The City’s 7th cycle Housing Element will be prepared within the context of ongoing and sensitive community discussions regarding housing and growth. Rincon designs engagement programs that move beyond statutory outreach requirements to build understanding, identify shared priorities, and inform housing strategies through meaningful community participation.
Firm Qualifications
4 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Rincon Expertise Value to the City of Grover Beach
Housing Funding and
Grant Administration
Housing Element success extends beyond certification. Rincon brings experience with state/federal housing funding programs, grant administration requirements, and implementation strategies, allowing us to help the City leverage future funding opportunities.
Housing Economics
and Affordability
Analysis
As communities seek practical housing solutions, understanding how development standards, market conditions, and housing types affect affordability is increasingly important. Rincon, with our teaming partner, Land Econ Group, will provide data-driven affordability analyses that evaluate housing strategies and affordability levels, and develop programs that support housing production.
Housing Capacity,
Growth Alternatives,
and Development
Feasibility
The City is evaluating how future development can balance housing needs, economic vitality, community identity, and evolving state requirements. Rincon evaluates growth alternatives, housing capacity, development feasibility, and Regional Housing Needs Allocation (RHNA) implications, to identify strategies that balance housing need with local priorities. Our work in Poway, Carlsbad, Merced County, Marina, and Claremont demonstrates our ability to translate complex housing data into clear, defensible planning recommendations.
California
Environmental Quality
Act and Environmental
Review
Rincon integrates Housing Element planning and environmental review through a single multidisciplinary team. This approach improves coordination, reduces risk, streamlines schedules, and identifies opportunities for California Environmental Quality Act (CEQA) streamlining and efficient implementation of future housing programs and land use actions.
Integrated Expertise, Reduced Risk
Rincon’s experience and team uniquely equips us to prepare a legally defensible, implementable, and community-supported 7th cycle Housing Element that achieves timely HCD certification while advancing the City’s long-term vision for growth. 5 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Firm Qualifications
6 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Firm Qualifications
Project Details
Client:
City of Carlsbad
Location:
San Diego County
Dates:
January 2020 to April 2024
Staff:
Brenna Weatherby
Principal-in-Charge
Leeza Segal
Planner
Client Contact
Scott Donnell
City Planner
City of Carlsbad
760-602-4618
[email protected]
Rincon has assisted the City of Carlsbad with General Plan and Zoning Ordinance updates since 2020, beginning with the 6th cycle Housing Element. The work included evaluating vacant, underutilized, and available housing sites; developing programs to address fair housing issues and support future residential development; and leading outreach, including participatory mapping and citizen housing advisory committee meetings.
HCD certified the Housing Element in April 2021. Following certification, Rincon has supported focused General Plan updates, Public Safety Element amendments related to climate adaptation and wildfire resiliency, and Zoning Ordinance amendments to align development standards with new densities. Rincon is also preparing a Supplemental Environmental Impact Report (EIR) addressing air quality, biological resources, cultural resources, greenhouse gas emissions, noise, and transportation impacts.
Throughout the project, Rincon has managed public outreach and information, maintained the project website, developed surveys and informational materials, reviewed recent State legislation, and recommended General Plan updates related to environmental justice, greenhouse gas emissions, infill and affordable housing, vehicle miles traveled, climate adaptation, wildfire, and sea level rise.
Carlsbad 6th Cycle Housing Element
Why This Project Matters
This experience demonstrates Rincon’s ability to manage a Housing Element as an integrated implementation
effort, from community-supported site selection and HCD certification through zoning amendments, environmental
review, and the consistency updates needed to translate housing goals into development.
Relevant Project Examples
7 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Firm Qualifications
Project Details
Client:
City of Malibu
Location:
Los Angeles County
Dates:
March 2023 to January 2025
Staff:
Brenna Weatherby
Principal-in-Charge
Kay Real
Planner
Jason Montague
Housing Element Advisor
Client Contact
Joyce Parker-Bozylinski
Contract Planner
City of Malibu
805-368-7236
[email protected]
Rincon supported the City of Malibu with its 6th cycle Housing Element, after replacing a previous consultant. The project required a problem-solving approach because the City was working under a stipulated judgment and needed to coordinate with HCD and the Attorney General’s Office while identifying feasible housing sites in a highly constrained coastal community. Rincon completed Housing Element analysis, developed a challenging sites inventory focused on limited vacant sites constrained by infrastructure, fire hazards, coastal requirements, slope conditions, and other environmental factors, prepared the AFFH analysis, and developed goals, policies, and implementation programs. Rincon also participated in community and agency meetings to incorporate local knowledge and support a compliant Housing Element.
More specifically, Rincon addressed HCD’s comments by removing sites that were unsuitable for residential development, expanding analysis on housing constraints, and adding and expanding programs that address identified constraints, assist in the development of housing, improve and conserve the existing housing stock, and provide equal housing opportunities. Rincon participated in meetings with community members to gain local knowledge of housing issues to prepare a robust analysis to affirmatively further fair housing.
Rincon communicated regularly with the City of Malibu and HCD staff with the goal of expeditiously achieving a compliant Housing Element pursuant to state Housing Element law.
Malibu 6th Cycle Housing Element
Why This Project Matters
Malibu’s Housing Element Update demonstrates Rincon’s
ability to solve complex site inventory and compliance
challenges in a highly constrained coastal community.
This experience directly applies to Grover Beach’s need to balance housing production, coastal requirements,
environmental constraints, and HCD expectations.
8 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Firm Qualifications
Project Details
Client:
City of Marina
Location:
Monterey County
Dates:
January 2025 to Present
Staff:
Kay Real
Planner
Leeza Segal
Fair Housing Analyst
Client Contact
Guido Persicone
Community Development
Director
City of Marina
831-884-1289
[email protected]
Rincon has supported the City of Marina across multiple housing policy, implementation, and revitalization efforts, providing continuity from Housing Element compliance through targeted implementation, grant support, and zoning tools intended to expand housing opportunities. Rincon prepared the City’s 6th cycle Housing Element update, which was adopted and is complete. Following adoption, the City retained Rincon to assist with housing implementation projects, including two REAP 2.0-funded efforts: an economical housing toolkit, which is complete, and a faith-based overlay ordinance, which is currently moving through the adoption process.
Rincon supported the City with Prohousing Designation, grant application and administration, and Annual Progress Report assistance, helping the City advance from Housing Element adoption to implementation, funding, and ongoing compliance.
Rincon also prepared the adopted Affordable Housing Overlay, Downtown Vitalization Specific Plan, and associated EIR. The overlay provided an interim strategy for 5th cycle Housing Element compliance and applied to sites in Marina’s downtown. The Specific Plan advanced long-standing efforts to expand mixed-use and affordable housing opportunities, strengthen placemaking, and revitalize the downtown economy.
Marina 6th Cycle Housing Element Update Housing Implementation, and Downtown Vitalization Specific Plan/EIR
Why This Project Matters
Rincon’s work in Marina demonstrates our ability
to translate Housing Element certification into
implementation, funding, zoning, and revitalization. This supports Grover Beach’s goals for state compliance,
housing production, downtown vitality, coastal planning, and community-supported implementation.
9 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Firm Qualifications
Project Details
Client:
Merced County Association
of Governments
Location:
Merced County
Dates:
December 2022 to Present
Staff:
Brenna Weatherby
Principal-in-Charge
Jason Montague
Project Manager
Kay Real
Housing Element Support
Leeza Segal
Fair Housing Analyst
Client Contact
Meg Prince, Senior Planner
Merced County Association
of Governments
209-769-7679
[email protected]
Sam Rashe, Planning
Manager
City of Merced
209-385-6858
[email protected]
Rincon led the coordinated update of Housing Elements for all seven Merced County jurisdictions through a Multi-Jurisdictional Housing Element Update overseen by the Merced County Association of Governments (MCAG). The team coordinated with MCAG, jurisdiction staff, and HCD, preparing the AFFH analysis, site inventories, constraints analyses, engagement program, Housing Plan, and overall project management.
The effort balanced regional collaboration with tailored local strategies. Rincon facilitated regular coordination meetings, developed region-wide approaches, implemented a countywide engagement program, and worked directly with HCD to streamline review and certification.
For the City of Merced, Rincon provided additional jurisdictionspecific support, including a site inventory prepared under challenging conditions with limited suitable residential sites and infrastructure constraints. The Housing Plan responded to local needs, HCD feedback, public input, and RHNA obligations.
To support timely adoption, Rincon prepared decision-maker briefings, staff report materials, and a statutory exemption under CEQA.
Why This Project Matters
Rincon’s management of seven coordinated Housing
Elements demonstrates our ability to streamline agency
coordination and HCD review while tailoring solutions
to local needs. This experience will help Grover Beach
navigate site and infrastructure constraints and maintain momentum toward timely certification.
Merced County Association of Governments Multi-Jurisdictional Housing Element Update
10 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Firm Qualifications
Project Details
Client:
City of Pacific Grove
Location:
Monterey County
Dates:
April 2023 to February 2026
Staff:
Kassandra Gale
Project Manager
Jason Montague
Housing Element Advisor
Leeza Segal
Fair Housing Analyst
Client Contact
Jon Biggs, Community
Development Director
City of Pacific Grove
213-217-7902
[email protected]
Rincon supported the City of Pacific Grove in completing its 6th cycle Housing Element update and associated General Plan and Zoning Ordinance updates, successfully identifying capacity for an RHNA of 1,125 units in a highly constrained, built-out coastal community. The effort required development of a defensible housing strategy that balanced state mandates with Pacific Grove’s distinct community character, often a point of tension with HCD expectations.
Rincon worked in close partnership with City staff to navigate a complex and highly visible planning process, marked by significant community concerns, evolving policy direction, and ongoing coordination with HCD. The team provided strategic guidance, helping the City adapt to changing conditions, including staff turnover and shifts in decision-maker priorities, while maintaining momentum and alignment with state requirements.
Rincon supported public outreach and communications efforts to enable informed decision-making and build understanding around key trade-offs. Rincon also prepared a Programmatic Environmental Impact Report to support adoption. Through a flexible, solutionsoriented approach, Rincon helped the City bring a technically sound and politically viable plan across the finish line, culminating in unanimous City Council adoption in December 2025, and HCD certification in early 2026.
Pacific Grove 6th Cycle Housing Element
Why This Project Matters
Rincon’s success in Pacific Grove demonstrates our
ability to secure HCD certification in a built-out coastal community while balancing housing mandates, community
character, and public concerns. This experience supports Grover Beach’s need for a practical, community-supported 7th cycle Housing Element.
11 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Firm Qualifications
Project Details
Client:
City of Hayward
Location:
Alameda County
Dates:
July 2021 to June 2024
Staff:
Brenna Weatherby
Principal-in-Charge
Jason Montague
Project Manager
Client Contact
Leigha Schmidt, Principal
Planner
City of Hayward
510-583-4113
leigha.schmidt@hayward-ca.
gov
The City of Hayward retained Rincon to prepare its 6th cycle Housing Element and support an integrated planning program addressing RHNA, natural hazards, greenhouse gas reduction, environmental justice, and equity. The effort included the Housing Element Update, Climate Action Plan, new Environmental Justice Element, Safety Element Update, environmental compliance, and extensive outreach.
Rincon led the Housing Element work program, including the housing needs assessment, sites inventory, constraints analysis, AFFH analysis, goals and programs, public outreach, and HCD coordination.
The team developed a realistic sites strategy evaluating vacant and underutilized properties, infrastructure, market conditions, and development standards to demonstrate capacity across income categories.
The Housing Element elevated fair housing as a central priority by analyzing segregation, access to opportunity, displacement risk, and disproportionate housing needs, then translating findings into targeted implementation programs. Through close coordination with City staff and HCD, Rincon prepared a compliant, implementationoriented Housing Element that reflected Hayward’s local priorities and commitment to equitable housing outcomes.
Hayward 6th Cycle Housing Element
Why This Project Matters
Rincon’s work in Hayward demonstrates our ability to
translate complex RHNA, site capacity, and fair housing requirements into practical programs. This experience will help Grover Beach advance equitable housing choices
while maintaining a clear path to HCD certification.
“ Rincon provided a
deep bench of experts
to provide guidance
and assist us through
...updates, and the
Housing Element
Update was adopted
unanimously...in a
timely fashion and
within the adopted
budget. Following
adoption, Rincon was
a true partner in the
onerous and sometimes
contentious certification
process with HCD.”
Leigha Schmidt, Principal
Planner | City of Hayward
12 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Firm Qualifications
Project Details
Client:
State of California Office
of Land Use and Climate
Innovation
Location:
Statewide
Rincon is a core technical lead in the update of the State of California’s General Plan Guidelines, supporting the Office of Land Use and Climate Innovation (LCI), a foundational document that defines how every City and County in California prepares and updates its General Plan. This high-impact effort is directly shaping the future planning framework for communities statewide, from small rural towns to large urban centers.
Our team is leading the development of new and revised guidance across multiple critical topic areas, including Open Space, Conservation, Air Quality, Noise, and optional elements focused on coordinated water planning and the stewardship of natural and working lands. Rincon also guides CEQA strategy and the integration of climate action, ensuring that mitigation, adaptation, and resilience strategies are embedded across all elements of the General Plan.
Rincon is also leading the integration of Tribal Communities and Stewardship needs across the Planning Guidelines, raising the bar for meaningful engagement and partnership in alignment with best practices and evolving legal standards. Exemplifying Rincon’s cross-disciplinary strengths, this work unites policy, resource planning, and climate and environmental science, with a nuanced understanding of the governance landscape to deliver creative, community-focused outcomes.
The success of this effort depends on deep collaboration, curiosity, and the ability to view challenges through the lens of our clients and the communities they serve. Rincon’s leadership role in the GPG update reflects our deep technical expertise, strong facilitation capabilities, and real-world knowledge of California’s evolving statutory landscape. Through regular collaboration with State agencies, regional partners, and interested parties, Rincon is helping define practical, implementable strategies that cities and counties can adopt.
For jurisdictions embarking on long-range planning efforts, including General Plan updates, Open Space, Conservation, and Recreation elements, and climate action plans, Rincon’s involvement in the General Plan Guidelines update offers a distinct advantage. Partnering with Rincon means partnering with a firm that not only understands the new Guidelines but helps write them. We bring up-to-the-minute insight into state expectations, emerging best practices, and approaches that maximize grant competitiveness and compliance.
The LCI Guidelines Update will shape the next generation of general plans statewide, addressing escalating climate risks, demographic changes, and economic transitions with innovation, inclusivity, and resilience.
By leveraging our leadership on the LCI Guidelines Update, Rincon provides clients with clear, actionable, and future-ready planning solutions tailored to local needs, while aligning with California’s highest planning standards.
Statewide General Plan Guidelines Update
Why this Project Matters
Rincon’s role in shaping California’s General Plan
Guidelines provides Grover Beach with current insight
into evolving state expectations. This experience will help the City align its Housing Element with related plans and develop practical policies that support HCD certification.
Demonstrating Leadership in Writing California’s General Plan Playbook Firm Qualifications
13 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) References
City of Hayward
6th Cycle Housing Element Update
Leigha Schmidt, Senior Planner
510-583-4113 | [email protected]
City of Merced
Multi-Jurisdictional Housing Element Update
Sam Rashe, Planning Manager
209-385-6858 | [email protected]
City of Marina
Downtown Vitalization Downtown Vitalization, Specific Plan, Affordable Housing and Environmental Documentation
Guido Persicone, Community Development Director
831-884-1289 | [email protected]
“Rincon guided our agency through a complex, multi-jurisdictional Housing Element update that required extensive coordination among multiple local agencies, stakeholders, and HCD. They have an excellent relationship with HCD, enabling us to take advantage of Technical Advisory opportunities to get our Housing Element across the finish line.”
Leah Brown, Senior Planner | City of Merced
Project Understanding, Scope of Work and Project Approach 14 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) SECTION 2
Project Understanding, Scope of Work and
Project Approach
Project Understanding
The City of Grover Beach has experienced significant success implementing its 6th cycle Housing Element, achieving approximately 99 percent of its RHNA while facilitating substantial reinvestment and redevelopment throughout the community. These accomplishments have helped advance long-standing community goals related to housing production, economic development, and revitalization, particularly within the West Grand Avenue corridor.
At the same time, the pace and scale of recent development activity has generated important community conversations regarding growth, community character, housing affordability, building height, infrastructure capacity, parking, and the appropriate balance between residential and commercial development. These concerns are directly related to the proposed Citizen’s Ballot Initiative on the November 2026 ballot and will need to be addressed as part of the 7th cycle Housing Element update. The City will need to prepare a Housing Element that not only satisfies evolving state housing requirements, but also reflects local priorities and preserves the qualities that make Grover Beach a unique Central Coast community.
Key Project Considerations and Approach
Increasingly Complex Housing Laws
Housing Element preparation has become significantly more complex since adoption of the City’s 6th Cycle Housing Element. New state requirements related to AFFH, housing opportunity sites, rezoning requirements, housing accountability, and implementation monitoring require a more comprehensive and data-driven planning process than in previous cycles.
The City is simultaneously preparing for future RHNA obligations while evaluating how local land use policies, development standards, and potential future policy changes may influence housing capacity and long-term housing opportunities. Rincon’s approach integrates housing needs analysis, AFFH evaluation, housing opportunity sites analysis, constraints evaluation, implementation planning, and environmental review into a coordinated planning process that minimizes certification risk while creating practical and implementable housing strategies.
Rincon’s
Coordinated
Planning
New
Housing
Legislation
Implementable
Housing
Strategies
INTERPRET AND INTEGRATE COMPLIANT DELIVERY
AB 166
AB 215
AB 686
SB 828 SB 725
AB 879
AB 1397
COMPLEXITY
Project Understanding, Scope of Work and Project Approach 15 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Building a Housing Element Around
Community Priorities
The City has identified meaningful public
participation as a critical component of the
Housing Element Update. Rincon recognizes that
the City is undertaking this effort during active
conversations about growth, housing needs, and
community character. Grover Beach’s ongoing
discussions regarding growth and development
present an opportunity to move beyond traditional
public outreach and create meaningful dialogue
about the community’s future. Through community
events, stakeholder interviews, focus groups,
digital engagement tools, and targeted outreach to
historically underrepresented populations, Rincon
will create multiple opportunities for participation
while establishing clear feedback loops throughout
the process. By consistently communicating what
we heard, what we learned, and how community
input is shaping the Housing Element, we will help
build trust, foster understanding, and develop
a plan that reflects community priorities while
meeting state housing requirements.
Certification to Implementation
While achieving HCD certification is a critical
project milestone, Rincon understands the City’s
ultimate objective is to develop a Housing Element
that can be successfully implemented over the next
planning cycle. Some examples include programs
aligned with Council and community priorities and
formatted implementation actions table for ease in
tracking and reporting.
Project Scope of Work
Rincon will prepare the City’s 7th cycle Housing Element as a clear, defensible, and implementation-ready roadmap for accommodating the City’s 2029-2036 RHNA, maintaining compliance with state housing law, advancing fair housing, coordinating with the certified Local Coastal Program (LCP), and securing timely HCD certification.
01 Project Initiation
Coordinate the team,
schedule, quality, and
compliance toward
timely certification
02 Data Collection
Collect and validate
demographic,
housing, market, site,
infrastructure, and
community data
03 Engagement
Conduct inclusive
engagement informing
the Housing Element
and supporting
compliance
04 Technical Analysis
Analyze housing needs,
fair housing, sites,
capacity, constraints, and
performance
05 Policy Development
Develop compliant
goals, policies,
programs, and
measurable
implementation
strategies
06 CEQA Review
Prepare CEQA
exemption
documentation for
Housing Elementrelated rezoning actions
07 Adoption and
Certification
Finalize the Housing
Element and support
adoption, HCD review,
and certification
From Initiation
to Certification
The scope presented
on the following pages
moves efficiently from
initiation to adoption and
certification.
Project Understanding, Scope of Work and Project Approach 16 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Task 1 Project Initiation and Project Management
1.1 Project Kickoff Meeting
Upon authorization to proceed, Rincon will facilitate
a kickoff meeting with City staff to confirm project
objectives, data needs, initial community issues and
opportunities, scope and schedule refinements,
roles and responsibilities, communication
protocols, review procedures, and coordination
with related City efforts, including ballot initiative
analysis, General Plan and Development Code
considerations, LCP consistency, CEQA strategy,
and HCD certification. The kickoff meeting is
envisioned as a one-hour virtual meeting.
1.2 Work Plan, Schedule, and Decision Framework
Rincon will prepare a refined work plan and detailed
project schedule identifying major milestones, City
review periods, engagement activities, HCD review,
CEQA milestones, hearings, California Coastal
Commission coordination points, and early policy
decisions related to sites, environmental review,
and growth alternatives. The project schedule will
be maintained throughout the life of the project
and will highlight key milestones, work product
delivery dates, review windows, and decision points
needed to support timely adoption and certification.
If necessary, Rincon would align the workplan and
schedule with the concurrent Ballot Initiative project
where feasible.
1.3 Ongoing Coordination and Quality Control
Rincon will provide ongoing project management
support, including regular coordination with City
staff, timeline and status updates, budget and
schedule tracking, quality control, internal team
coordination, and maintenance of an issues and
assumptions log. Rincon will also monitor evolving
state housing law, HCD guidance, and compliance
considerations throughout the update and advise
the City of potential implications for the work
program, schedule, and certification strategy.
Rincon’s project manager will conduct virtual
biweekly check-in meetings with City staff to
proactively identify project issues, develop
potential solutions, assign follow-up actions, and
coordinate with the team and City staff on the best
course of action. Meeting frequency may be
adjusted during periods of higher or lower
coordination need, including reduced meeting
frequency during HCD review periods.
Deliverables
• Kickoff meeting including agenda and summary
• Document/data request, GIS inventory, and
baseline planning summary
• Refined work plan, project schedule, data
request, and decision-point matrix
• Up to 24 half-hour biweekly virtual check-in
meetings with agendas and meeting summaries
• Project status updates, schedule maintenance,
and monthly invoices
Project Understanding, Scope of Work and Project Approach 17 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Task 2 Housing and Community Development Coordination, Review, and Certification
Task 3 Community Engagement and Public Outreach
Rincon will prepare and submit the required HCD
review package, facilitate formal HCD review,
evaluate HCD comment letters, prepare a comment
response matrix, revise the Housing Element to
address HCD comments, and support the City
through adoption and final certification. For
budgeting and scheduling purposes, this scope
assumes up to two HCD review cycles, including
one initial review and one subsequent review of the
revised Housing Element. Rincon will also monitor
evolving state housing legislation, HCD guidance,
and regulatory changes during the update and
advise the City regarding implications for
certification, adoption timing, and implementation
commitments.
Where feasible, Rincon will coordinate HCD
coordination activities with the concurrent Ballot
Initiative project to streamline communication,
avoid duplication, and maintain alignment across
related City efforts.
Deliverables
• Early HCD coordination, up to four meetings with
HCD staff, and certification strategy
• HCD submittal package, HCD comment matrix,
revised Housing Element addressing HCD
comments, and final certification documentation
Why This Matters
Task 2 provides a structured HCD coordination and
review process to reduce certification risk, resolve
compliance issues efficiently, and support timely
adoption and certification.
Rincon will design and implement a public
participation program (PPP) that satisfies the
requirements of California Government Code
Section 65583(c)(5) and HCD guidance, ensuring
meaningful participation from all economic
segments of the community, with particular
attention to seniors, persons with disabilities,
farmworkers, people experiencing homelessness,
large families, single-parent households, Tribal
representatives, and other special-needs
populations.
The program will build on the City’s local service
provider, housing, business, neighborhood, and
community networks, supplemented by targeted
outreach designed to broaden participation,
support AFFH documentation, and connect
community input to technical findings, policy
choices, and implementation priorities.
We understand that there may be
crossover discussions related to the
Citizen’s Ballot Initiative. The engagement
program for the Housing Element will
be thoughtfully facilitated to address
overlapping topics whilst focusing the
conversation on information needed to
inform the draft element’s analysis and
policy outcomes.
Project Understanding, Scope of Work and Project Approach 18 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Rincon’s
Engagement
Ecosystem
Housing Element
Community
Understanding
Responsive
engagement with
invested communities
Measuring Reach
Understand input
through a structured,
transparent system
Community
Partnerships
Decision-making with
committees consisting
of key interested parties
Engagement Activities
A multi-method
program with
formal and informal
participation
3.1 Public Engagement Plan
Rincon will prepare a concise PPP at project
initiation to guide all engagement activities
and serve as a reference document for City
staff, decision-makers, and HCD reviewers. The
PPP will be organized around an Engagement
Ecosystem framework that connects community
understanding, partnerships, engagement
activities, and measures of reach. It will describe
the purpose of the plan and lessons learned from
the City’s 6th cycle engagement effort that should
inform the 7th cycle approach including a brief
community profile addressing demographics,
cultural context, language needs, and participation
barriers, and provide a barriers and solutions table
identifying engagement design choices intended to
support meaningful participation. The PPP will also
identify communications protocols, roles, bilingual
and accessibility standards, noticing procedures,
and a stakeholder/network map of service
providers, community-based organizations, housing
partners, and other key contacts to keep informed
and engaged throughout the process. Engagement
activities such as roundtables, interviews, listening
sessions, pop-ups, surveys, workshops, and
hearings will be tied to learning objectives that
connect public input to specific technical phases of
the Housing Element. The PPP will also establish
measures for tracking reach, including participation
counts, survey responses, distribution reach,
qualitative themes, and documentation needed to
support HCD review and the AFFH analysis.
3.2 Community Workshops and Public Education
Rincon will prepare and facilitate a minimum
of three community workshops at key project
milestones: 1) project kickoff and housing needs
assessment; 2) housing opportunities, constraints,
and fair housing; and 3) housing site inventory and
policy alternatives. Workshop materials will translate
technical requirements into accessible information
for informed public input and will be designed
to help participants understand how community
feedback informs the Housing Needs Assessment,
constraints analysis, AFFH analysis, site inventory,
policy framework, and Draft Housing Element.
Rincon staff are adept at facilitating community workshops Project Understanding, Scope of Work and Project Approach 19 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Recognizing that different engagement formats are
effective for reaching different audiences, Rincon
recommends a flexible approach that combines
or exchanges traditional community workshops
with community pop-up events. While workshops
provide opportunities for in-depth discussion and
facilitated dialogue, pop-up events can broaden
participation by engaging residents in convenient,
familiar settings where they already gather. This
approach is particularly valuable for housing
planning topics, which often involve complex
regulatory requirements and technical concepts
that may be more accessible when presented
through brief, interactive activities and one-on-one
conversations.
For budgeting purposes, one community workshop
may be substituted with up to two community
pop-up events, allowing the City to tailor the
engagement program to evolving community
needs, while maintaining an equivalent level
of effort. Pop-up events may be conducted at
community gathering places, civic events, parks,
commercial areas, schools, or other locations
identified in coordination with City staff. Potential
engagement formats may include:
• Three community workshops; or
• Two community workshops and up to two pop-up
events; or
• One community workshop and up to four pop-up
events; or
• Up to six pop-up events.
This flexible approach is well suited to Grover
Beach, where community events and neighborhood
gathering spaces offer valuable opportunities
to engage residents who may not otherwise
attend a formal public meeting. Pop-up events
can help reach renters, working families, younger
residents, and other traditionally underrepresented
populations, resulting in broader and more
representative participation throughout the Housing
Element process.
Rincon will develop accessible and engaging
outreach materials for each workshop and popup event, including display boards, presentation materials, interactive exercises, comment
opportunities, and bilingual materials, as
appropriate. Materials will be designed to help
community members understand housing needs,
constraints, fair housing requirements, housing
opportunity sites, and policy alternatives, while
clearly demonstrating how community feedback
informs the development of the Housing Element.
Following each engagement activity, Rincon will
document participation, summarize key themes and
comments received, identify areas of community
consensus and concern, and incorporate findings
into subsequent Housing Element analyses, policy
development, and public review draft documents.
3.3 Stakeholder Interviews, Focus Groups, and
Targeted Outreach
Rincon will conduct up to 10 follow-up interviews
or focus group discussions, anticipated to be one
hour each and held virtually, with stakeholders
whose perspectives require deeper engagement
than other outreach methods allow. Interviews will
include service providers serving harder-to-reach
and special-needs populations, affordable and
market-rate developers familiar with Grover Beach’s
regulatory environment and site economics, real
estate professionals with insight into local housing
market conditions, and other affordable housing,
homelessness services, business, property owner,
school, neighborhood, senior, disability, lowerincome household, and community-based interests.
Interview or focus group input will be documented
and synthesized into a findings summary to inform
the Housing Needs Assessment, Special Needs
Analysis, Constraints Analysis, Site Inventory, AFFH
analysis, and Housing Plan. Outreach materials designed and dispatched by Rincon Project Understanding, Scope of Work and Project Approach 20 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036)
3.4 Public Comment Tracking and Engagement
Summary
Rincon will maintain a public comment matrix and
prepare a comprehensive Community Engagement
Summary documenting all outreach activities,
methods used, populations reached, comments
received, and how public input was incorporated
into the Housing Element. The summary will serve
as a required appendix to the Housing Element
consistent with HCD documentation expectations
and will provide a clear record for HCD reviewers
demonstrating compliance with Government Code
Section 65583(c)(5). The summary will include
quantified outreach metrics, such as participation
counts, survey responses, distribution reach, and
demographic reach where feasible, as well as
qualitative themes and documentation of how
comments shaped policies, programs, AFFH
strategies, and the site inventory. Interim
engagement updates will be provided to City staff
during regular check-ins throughout the
engagement period so outreach results can inform
technical work in real time.
Deliverables
• Public Participation Plan and outreach materials,
including Engagement Ecosystem framework,
barriers and solutions table, stakeholder/network
map, communications protocols, learning
objectives, and reach-tracking measures
• Materials and summaries for a minimum of four
community workshops at key project milestones
• Stakeholder interview/focus group
documentation and findings summary
• Public comment matrix and interim engagement
updates provided during regular City check-ins
• Community Engagement Summary and Fair
Housing Outreach Documentation appendix
Why This Matters
Task 3 ensures the Housing Element is informed
by meaningful, well-documented community input
and demonstrates compliance with HCD’s public
participation and AFFH expectations.
Task 4 Housing Needs Assessment
Rincon will prepare a Housing Needs Assessment
to satisfy Government Code Section 65583(a)
requirements and HCD guidance. The assessment
will address population and household trends,
household composition and tenure, income
characteristics, employment trends and major
employers, jobs-housing balance, housing stock
characteristics and substandard housing,
overpayment, overcrowding, housing cost burden,
affordability and vacancy rates, at-risk housing,
regional housing trends, recent housing production,
and local market conditions. As part of the Housing
Needs Assessment, Rincon will also prepare an
analysis of the housing needs of special needs
populations, including seniors, people with
disabilities, large families, female-headed
households, farmworkers, people experiencing
homelessness, extremely low-income households,
and individuals requiring supportive housing. For
each population, Rincon will quantify housing and
supportive service needs where feasible and
identify housing gaps, barriers, and potential
housing strategies. Rincon will use a variety of data
sources to update the City’s Housing Element
needs assessment, including the American
Community Survey, 2020 Census, Comprehensive
Housing Affordability Strategy data, California
Department of Finance population and housing
estimates, California Employment Development
Department labor statistics, housing market data,
and other local, regional, and state-approved
sources as appropriate.
Deliverables
• Housing Needs Assessment
Why This Matters
Task 4 turns demographic, market, and specialneeds housing data into the evidence base for defensible policies, programs, RHNA assumptions,
and HCD review.
Project Understanding, Scope of Work and Project Approach 21 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Task 5 Affirmatively Furthering Fair Housing Analysis
Rincon will prepare an AFFH analysis consistent
with Government Code Section 65583(c)(10), HCD
guidance, and applicable state requirements. The
analysis will identify fair housing issues, contributing factors, barriers to housing choice, and meaningful
actions to address identified fair housing needs. It
will evaluate segregation and integration, racially
and ethnically concentrated areas of poverty and
affluence, access to opportunity, disparities in
housing needs, displacement risk, and fair housing
enforcement and capacity. Rincon will use local and
regional data, input from public outreach conducted
under Task 3, and an interview with City staff using
HCD’s local knowledge questionnaire to ground the
analysis in both available data and local context.
Deliverables
• AFFH Analysis, including fair housing goals,
strategies, and meaningful actions
Why This Matters
Task 5 requires a more comprehensive evaluation
of housing needs, fair housing conditions, and
constraints to production than included in the 6th
cycle update.
Task 6 Regional Housing Needs Allocation Analysis, Site Inventory, and Land Capacity Analysis
6.1 Regional Housing Needs Allocation Analysis
Rincon will analyze the City’s RHNA allocation by
income category and evaluate the City’s ability to
accommodate its assigned housing need during the
planning period. This analysis will build on a review
of the 6th cycle Housing Element and prior site
inventory, including remaining capacity, housing
production performance, approved and pending
projects, and anticipated accessory dwelling units
(ADUs). Rincon will coordinate with City staff and
applicable regional agencies to confirm current
RHNA methodologies, identify credits toward the
City’s RHNA, and evaluate strategies to maintain
compliance, including maximizing existing capacity,
refining ADU assumptions, identifying additional
opportunity sites, and identifying potential rezoning
or regulatory amendments if a shortfall is identified.
6.2 Site Inventory and Land Capacity Analysis
Building on the RHNA analysis, Rincon will
prepare a parcel-specific Site Inventory and Land
Capacity Analysis consistent with state law and
HCD requirements. The inventory will evaluate
existing housing opportunity sites, vacant and
underutilized sites, residential and mixed-use
opportunity areas, and realistic capacity across all
income levels with particular attention to the West
Grand Avenue corridor, mixed-use opportunity
sites, underutilized commercial properties, and
other locations that may support infill housing
consistent with the City’s land use framework. The
analysis will consider zoning, General Plan, LCP,
and Development Code consistency, Coastal Zone
considerations, recent development trends and
their implications for realistic capacity assumptions,
parcel characteristics, infrastructure availability,
environmental constraints, market conditions, and
the potential effects of ballot initiative outcomes
or related growth alternatives on housing capacity,
feasibility, and RHNA compliance.
Rincon will establish realistic development
capacity assumptions based on local development
trends, site-specific conditions, redevelopment
likelihood, improvement status, existing uses,
and suitability for lower-income housing. The Site
Inventory will include GIS-based mapping, HCDrequired tables, and supporting documentation needed to demonstrate that sites are suitable,
available, and realistic. If a capacity shortfall is
Project Understanding, Scope of Work and Project Approach 22 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) identified, Rincon will identify candidate rezoning
sites and recommend strategies to maintain
RHNA compliance, no-net-loss compliance, and
consistency with applicable state housing law, the
General Plan, LCP, and Development Code.
Rincon will also develop a web-based application
that would be used to assemble and maintain the
sites inventory, support community engagement
around housing opportunity sites, track
development history and trends, monitor RHNA
progress, and assist the City with implementation of
Housing Element programs throughout the planning
period.
This analysis would align with the revised
development standards subject to the
outcome of the Ballot Initiative.
6.3 Site-Level Test Fit Analysis
Rincon will use parametric design software to
develop two redevelopment concepts (generally
lower and higher density housing products) for up
to five sites that are generally representative of
infill housing development opportunities in Grover
Beach. The goal is to determine site-level feasibility
of housing typologies that are preferred by the
community during the engagement process (such
as courtyard housing, townhomes, multi-family
apartments, etc.). Rincon will select typical infill
parcels for the test fit analysis, such as 1/8-acre,
1/4-acre, or larger sites to generate the potential
unit yield, appropriate mix of units (studio, one,
two, or three bedrooms), parking ratio and yield
assumptions, and other metrics.
Rincon will then apply the results of the test fit
analysis to similarly sized parcels that have been
screened during the initial Site Inventory process
to calibrate the GIS-based analysis of unit yield.
This analysis enables Rincon to provide a more
granular and accurate estimate of the potential yield
of affordable housing units within selected RHNA
sites based on physical constraints, local market
conditions and suitability for particular housing
typologies in Grover Beach, and the preferences of
the community. Rincon will present the results of the
initial analysis to the City during a regular project
update meeting. The findings will be integrated into
the Housing Resources chapter.
Deliverables
• RHNA Capacity Analysis and Site Inventory/Land
Capacity Analysis, integrated into the Housing
Resources chapter
• Opportunity sites maps, GIS files, exhibits, and
HCD-approved Site Inventory form
• Web-based application to support Housing
Element preparation and implementation
• Test Fit Analysis (integrated into the Housing
Resources chapter)
Why This Matters
Task 6 confirms how Grover Beach can
realistically accommodate its RHNA through
defensible capacity assumptions, opportunity
sites, ADU credits, and any needed rezoning or
implementation strategies.
Project Understanding, Scope of Work and Project Approach 23 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Task 7 Constraints Analysis and 6th Cycle Program Evaluation
7.1 Constraints Analysis
Rincon will evaluate governmental, nongovernmental (market and environmental) constraints affecting housing production,
affordability, and housing choice. The analysis will
address development standards, zoning regulations,
parking, objective standards, approval procedures,
permit processing, fees, infrastructure constraints,
coastal policies and regulations, environmental
constraints, land and construction costs, financing,
rents and sales prices, labor and materials,
insurance, parcel assembly, and other market factors
affecting development feasibility. Rincon will identify recommended revisions to reduce constraints
where feasible, improve implementation readiness,
and support consistency with state housing law, the
General Plan, LCP, and Development Code.
7.2 6th Cycle Housing Element Program Evaluation
Rincon will evaluate implementation of the City’s 6th
cycle Housing Element programs, including
progress toward quantified objectives,
effectiveness, remaining gaps, implementation
barriers, and applicability to 7th cycle conditions.
The evaluation will identify programs to retain,
revise, consolidate, expand, remove, or add based
on HCD requirements, RHNA and site inventory
findings, constraints, AFFH findings, special-needs
housing needs, LCP consistency, and City priorities.
Recommendations will provide a clear bridge
between past performance and the updated
Housing Programs and Implementation Strategy.
Deliverables
• Constraints Analysis, including recommended
constraint-reduction strategies
• 6th cycle Housing Element Program Evaluation
and recommended program revisions
Why This Matters
Task 7 identifies the regulatory, procedural,
infrastructure, coastal, and market barriers that
could limit housing production and translates
6th cycle lessons learned into stronger 7th cycle
implementation program.
Task 8 Goals, Policies, Programs, and Implementation Strategy Based on the analyses and engagement completed
in the prior tasks, Rincon will update the Housing
Element goals, policies, programs, quantified
objectives, and implementation strategy. Each
program will include clear implementation actions,
responsible departments or agencies, timeframes,
measurable metrics, geographic targeting
where appropriate, funding sources, monitoring
requirements, and quantified objectives, consistent
with Government Code Sections 65583(b) and
(c). Rincon will use the 6th cycle Housing Element
as a foundation, incorporating Task 7.2 findings
to determine which programs should be retained,
revised, consolidated, expanded, or removed. The
updated program framework will address housing
needs, RHNA capacity, site inventory assumptions,
AFFH meaningful actions, constraints, specialneeds populations, LCP and Development Code consistency, and realistic implementation priorities.
Deliverables
• Housing Goals, Policies, Programs, and
Implementation Strategy
Why This Matters
Task 8 turns the technical analyses and community
input into clear, measurable, and implementable
programs that will guide housing production and
demonstrate compliance to HCD.
Project Understanding, Scope of Work and Project Approach 24 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Task 9 Administrative Draft Housing Element and Subsequent Housing and Community Development Review
9.1 Administrative Draft Housing Element
Rincon will compile a complete Administrative
Draft Housing Element incorporating the technical
analyses, findings, goals, policies, programs,
implementation measures, maps, exhibits, tables,
and appendices prepared under prior tasks. The
Administrative Draft will be provided for City review
and will be revised to address staff comments,
with up to two comprehensive City review cycles
assumed for budgeting and scheduling purposes.
9.2 HCD Review Draft Housing Element
Rincon will submit the HCD Review Draft Housing
Element in accordance with statutory requirements
and coordinate proactively with HCD during review,
including outreach midway through the 90-day
review period and subsequent 60-day review
periods to request preliminary feedback from HCD
where feasible. Following HCD’s formal comment
letter, Rincon will prepare revisions to applicable
sections.
This scope assumes up to two HCD review cycles.
Additional comprehensive review cycles, if required,
would be addressed under a separate scope
amendment. HCD review coordination, and
responses to HCD comments are addressed under
Task 2.
Deliverables
• Administrative Draft Housing Element and up to
two subsequent HCD Review Housing Element
drafts
Why This Matters
Task 9 converts the City’s technical analyses,
policy direction, and implementation strategy into a
complete draft Housing Element for staff and HCD
review, helping identify and resolve certification
issues early, while keeping the project on track for
adoption.
Task 10 Environmental Review and CEQA Compliance
Rincon will prepare CEQA statutory exemption
documentation for the Housing Element update
and related rezoning actions consistent with SB 131.
Under SB 131, if HCD has found that the adopted
Housing Element meets the statutory requirements
of Housing Element Law (Government Code
Section 65580 et seq.), rezoning actions included
in the Housing Element’s schedule of actions
required under Government Code Section 65583(c)
may qualify for a CEQA exemption. Rincon will
document the exemption basis, confirm applicability
with City staff, and prepare the supporting materials
needed for adoption and filing.
Rincon will work with City staff to define the CEQA
project description, confirm the rezoning actions
included in the Housing Element’s schedule of
actions, and evaluate whether those actions qualify
for a statutory exemption following HCD’s
determination that the adopted Housing Element
complies with Housing Element Law. Rincon will
prepare a concise statutory exemption
memorandum or report documenting the
exemption basis, assumptions, limitations, and
relationship between the rezoning actions, the
adopted Housing Element, HCD’s compliance
finding, and Government Code Section 65583(c).
Deliverables
• Statutory exemption memorandum
• CEQA exemption findings and supporting
documentation
Why This Matters
Task 10 provides a streamlined CEQA compliance
path by documenting the statutory exemption
basis for Housing Element-related rezoning actions
and reducing unnecessary environmental review
complexity.
Project Understanding, Scope of Work and Project Approach 25 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Task 11 Final Housing Element, Housing and Community Development Certification, Package, and Adoption Support
11.1 Final Housing Element and HCD Certification
Package
Rincon will prepare the Final Housing Element,
incorporating City direction, public comments,
HCD comments, final technical revisions, CEQA
documentation, and any revisions needed to
support adoption and certification. This task
includes final quality control for consistency among
the Housing Element chapters, appendices,
site inventory, AFFH analysis, engagement
documentation, implementation program, and
supporting technical materials. Following adoption,
Rincon will prepare the HCD certification package,
including the adopted Housing Element, adoption
resolution and related documentation, final Site
Inventory form, public participation appendix,
response materials, and supporting electronic files
required for HCD review. Rincon will coordinate with
City staff and HCD during final review to support
certification and respond to minor clarification
requests, as needed.
11.2 Adoption Support
Rincon will support the City through the local
adoption process, including preparation of Planning
Commission and City Council adoption materials,
coordination with City staff on public noticing
and hearing logistics, preparation of presentation
materials, and responses to decision-maker and
public questions. Adoption support assumes one
Planning Commission hearing and one City Council
hearing, with one Rincon staff member attending
each hearing in person and presenting technical
information as requested. Rincon will assist City
staff as necessary.
Deliverables
• Final HCD certification package, including
adopted Housing Element, adoption
documentation, response materials, and required
supporting files
• Planning Commission and City Council adoption
materials
• In-person attendance and technical presentation
support at one Planning Commission hearing and
one City Council hearing by one Rincon staff
member
Why This Matters
Task 11 ensures the final Housing Element is
adoption-ready, HCD-ready, and supported
through the local hearing process needed to secure
certification.
Rincon staff member providing support at a commission meeting Ready to Deliver
Rincon’s tailored approach and detailed scope demonstrate our ability to deliver Grover Beach’s Housing Element. Our experienced team and proven processes will manage risk, maintain momentum, and achieve timely HCD certification.
Project Understanding, Scope of Work and Project Approach 26 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Task D Housing Capacity Analysis and Growth Alternatives If authorized, Rincon will prepare a focused Housing
Capacity Analysis and Growth Alternatives study
to evaluate future development scenarios within
commercial, industrial, mixed-use, coastal, and
other opportunity areas. Rincon will confirm the
study areas and baseline conditions and compile
applicable parcel, zoning, General Plan, LCP, and
development standards data. The analysis will
evaluate how proposed ballot initiative provisions,
including height reductions, commercial ratio
requirements, and related standards, could affect
housing capacity, development feasibility, and
RHNA accommodation.
Rincon will develop growth alternatives that
may adjust height, density, parking, mixeduse requirements, or geographic applicability while balancing housing production, economic
development, community character, and coastal
planning considerations. For each scenario, Rincon
will estimate realistic unit yield based on parcel
characteristics, allowed density, redevelopment
potential, mixed-use assumptions, and other
feasibility factors. Scenario capacity will be
compared with RHNA obligations and Housing
Element assumptions to identify potential
shortfalls, replacement capacity needs, no-net-loss
implications, and effects by income category.
The study will evaluate consistency with the
Housing Crisis Act, Housing Accountability Act,
No Net Loss Law, fair housing obligations, and
related state constraints on reducing housing
capacity. Rincon will identify potential General
Plan, Development Code, zoning or land use
map, and LCP amendments; evaluate coastal
planning considerations; and identify where
California Coastal Commission coordination may
be warranted. The analysis will also assess how
alternative standards may affect project feasibility,
commercial viability, redevelopment potential,
community-serving uses, and broader economic
development objectives.
Rincon will review available water, wastewater, and
public service information to identify capacity
constraints and additional study needs. The
analysis will also review 6th-cycle ADU and JADU
production, identify barriers to future production,
and assess likely affordability assumptions for
Housing Element crediting. Community input
obtained through Task 3 will be used to evaluate
concerns, compare tradeoffs, and refine preferred
strategies. Based on the findings, Rincon will
recommend policy, zoning, General Plan, LCP, and
program actions and prepare materials summarizing
the analysis for City staff, the Planning Commission,
the City Council, and the public.
Deliverables
• Existing conditions summary and alternative
development scenarios
• Housing capacity, RHNA, development feasibility,
state housing law, infrastructure, and LCP
consistency analysis
• Implementation strategies, policy
recommendations, and public presentation
materials
Project Understanding, Scope of Work and Project Approach 27 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Task E Digital Engagement
If authorized, Rincon will develop and manage
a dedicated project webpage through the
OnePoint digital engagement platform to expand
participation, improve transparency, and provide
ongoing opportunities for community input. The
project webpage will serve as a central hub for
information, including project background, key
milestones, meeting materials, announcements,
and engagement opportunities. At critical decision
points throughout the process, interactive
engagement features, such as surveys, mapping
activities, polls, questionnaires, and comment
forms, can be deployed to gather community
feedback on project needs, site selection, policy
options, and draft content. The platform will
also provide ongoing project updates, helping
community members track progress and stay
informed between meetings and outreach
events. Analytics and participation metrics can be
summarized and incorporated into engagement
reporting to document outreach effectiveness and
community input received.
Deliverables
• Dedicated OnePoint project webpage
27 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Site mapping website comment tool developed by Rincon
Digital outreach materials developed by Rincon
HOUSING IN HAYWARD
Housing Crisis
The Bay Area’s housing aordability crisis is
decades in the making. There is not enough
housing which causes prices to increase. This
hits low-income households the hardest.
People are spending more and more of
their income on housing and less on other
basic needs.
What is a Housing Element?
The Housing Element is a chapter of the General
Plan that is required by the State. It is a guide that
helps a City think about what types of housing exists
and what types of housing programs are needed
to help its community members. Hayward last
updated its Housing Element in 2014 and is now
due for an update on other basic needs.
What does a Housing Element include?
Demographics &
Housing Stock
Characteristics
Resources, Objectives,
& Programs to Address
Housing Needs
Government &
Non-Governmental
Constraints
Housing Preservation,
Future Housing
Needs, & RHNA
Requirements
How does the Housing Element help
with the housing crisis?
The Regional Housing Needs Assessment requires that cities and unincorporated areas of counties to plan for new housing to accommodate projected growth. HCD identifies the number of housing units needed across all income levels for the San Francisco Bay Area for the eight-year RHNA cycle. As part of the Housing Element, the State determines:
• How much housing needs to be built in each City.
• The income levels new housing needs to serve.
These become goals for the City. The City then has to try to encourage development to meet the goals set by the State. To meet the housing goals, the Bay Area Council of Governments (COG) assigned 4,624 units to Hayward. The City must now find places where developers can build 4,624 homes. The locations must be available throughout the City. The City must also make sure the local laws and requirements don’t prevent homes from being built.
Community
Profile
Housing
Constraints
Community
Plan
Housing
Resources
$$$
91.5% of Hayward renters
and 77.7% of Hayward
homeowners spend
more than 30% of their
income on rent.
Hayward oers a variety
of housing types including
single family homes, duplex
triplex, apartments, and
condominiums.
The most common type
of housing in Hayward
is single family homes.
A little over half of homes
in Hayward are occupied
by owners.
Most of the housing stock
was built in 1960 – 1979.
‘60-’79
For more information
scan the QR code to
Please send all housing questions and comments to: [email protected] visit our website! 28 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Firm Staffing and Expertise
SECTION 3
Firm Staffing and Expertise
Rincon’s integrated team brings the housing, fair housing, engagement, CEQA, urban design, and economic expertise needed to guide the City through every phase of its 7th cycle Housing Element. This streamlined structure provides the City with clear accountability, direct access to technical specialists, and coordinated support from initial analysis through adoption and implementation.
Resumes for key team members are included in Appendix A. Resumes are also hyperlinked from each person’s expertise summary. Clicking a team member’s name will take you to their resume in the appendix.
Jason Montague
Project Manager
Brenna Weatherby
Principal-in-Charge
› Technical Support Team
Kay Real, AICP
Housing Element Support
Leeza Segal
Affi rmatively Furthering Fair
Housing
Kassandra Gale, EdD, AICP
Engagement
Chris Bersbach
CEQA
Adam Maleitzke, AICP
Urban Design
C William Lee
Economic Analysis Lead
Land Econ Group
C Subconsultant
Organizational Chart
Firm Staffing and Expertise
29 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Management Team
C Principal Oversight: Brenna will provide
senior direction, quality control, and strategic
guidance to keep the Housing Element update
coordinated, compliant, and on schedule
through HCD certification.
C Housing Element Leadership: With 25 years
of planning experience, Brenna has supported
40 jurisdictions during the 6th cycle and brings
extensive knowledge of housing law, sites
analysis, AFFH, constraints, and implementation
programs.
C HCD Coordination: Brenna adeptly guides
jurisdictions through HCD review, comment
resolution, corrective actions, rezoning,
and policy amendments needed to achieve
compliant Housing Elements.
C Coastal Planning Expertise: Brenna
understands the relationship between housing
policy, development standards, LCPs, and
California Coastal Commission requirements.
C Community-Focused Strategy: Her experience
leading multidisciplinary teams and complex
engagement programs will help the City
address community concerns about growth,
housing capacity, neighborhood character, and
development feasibility with transparency and
practical solutions.
C Housing Element Leadership: Jason has
managed complex Housing Element updates for
cities and counties across California, overseeing
needs assessments, constraints analyses,
housing programs, sites inventories, AFFH,
public review, and HCD coordination.
C HCD and State Law Expertise: Jason works
directly with HCD to interpret evolving
requirements, resolve compliance issues, and
advance Housing Elements through certification,
including successful updates for the cities
of Canyon Lake, Hayward, Lodi, and other
jurisdictions.
C Sites and Capacity Analysis: He brings
extensive experience evaluating vacant and
underutilized sites, realistic development
capacity, rezoning needs, mixed-use
opportunities, and RHNA accommodation.
C Implementation Perspective: His work extends
beyond certification to zoning amendments,
objective design standards, General Plan
consistency, CEQA review, and practical
Housing Element implementation.
C Local, Accessible Management: Based near
Grover Beach, Jason will provide responsive
coordination, frequent in-person participation,
and hands-on leadership throughout community
engagement, technical analysis, adoption, and
certification.
Jason Montague
Project Manager
7 Years of Experience
Brenna Weatherby
Principal-in-Charge
25 Years of Experience
30% Availability 60% Availability
Firm Staffing and Expertise
30 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Support Team
C Housing Engagement Leadership: Kassandra
brings 13 years of planning and engagement
experience, including leading outreach for
Housing Elements, zoning updates, objective
design standards, and other high-interest
planning efforts.
C Complex Community Dialogue: She guides
transparent, education-focused engagement
that translates state housing requirements,
development standards, and growth trade-offs
into accessible community conversations.
C Relevant Coastal Experience: Kassandra led
early engagement for Pacific Grove’s Housing
Element and implementation program, helping
City staff navigate significant public scrutiny
and advance the effort through unanimous City
Council approval.
C Inclusive, Adaptive Outreach: She develops
multilingual, culturally relevant strategies
using workshops, focus groups, surveys,
pop-up events, digital tools, and community
partnerships to reach underrepresented
populations.
C Public-Sector Perspective: As a former
Assistant Planning Director, Kassandra
understands how to design engagement
that supports staff, informs decision-makers,
documents public input, and keeps complex
planning efforts moving toward adoption.
C CEQA Leadership: Chris brings 19 years of
environmental planning experience managing
complex EIRs, Initial Study-Mitigated Negative
Declaration, addenda, and joint CEQA/NEPA
documents for public agencies across California.
C Housing and Land Use: He currently manages
the City of Santa Barbara’s Housing Element
Implementation Plan Program EIR and has led
environmental review for residential, mixed-use,
specific plan, and General Plan projects.
C Central Coast Knowledge: Chris has extensive
experience throughout San Luis Obispo and
Santa Barbara counties, including projects for
the cities of Pismo Beach, Morro Bay, San Luis
Obispo, Santa Maria, and both counties.
C Coastal Planning: His work includes General
Plan and LCP updates, California Coastal
Commission coordination, coastal resource
analysis, and environmental review within
sensitive coastal settings.
C Technical Integration: Chris directs
multidisciplinary analyses addressing land
use, transportation, air quality, greenhouse
gas emissions, noise, biological and cultural
resources, utilities, hazards, and other CEQA
topics relevant to Grover Beach.
Chris Bersbach
CEQA Lead
19 Years of Experience
Kassandra Gale,
EdD, AICP
Engagement Lead
13 Years of Experience
25% Availability 25% Availability
Firm Staffing and Expertise
31 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) C Urban Design Leadership: Adam brings more
than 20 years of experience leading planning,
urban design, placemaking, and community
development projects for public agencies
throughout California.
C Housing and Mixed-Use Expertise: He
specializes in housing implementation, mixeduse development, Specific Plans, zoning, and objective design standards that translate policy
goals into practical development guidance.
C Context-Sensitive Solutions: Adam develops
measurable standards for building form,
façades, access, circulation, parking, open
space, and ground-floor design while respecting
local character and market realities.
C Growth Alternatives: His experience
evaluating development opportunity sites,
housing typologies, infrastructure needs, and
implementation strategies will support Grover
Beach’s consideration of housing capacity,
building scale, and community priorities.
C Clear Visual Communication: Adam creates
renderings, exhibits, toolkits, and other
visualization tools that help residents, staff, and
decision-makers understand trade-offs and
shape achievable solutions.
C Housing Element Experience: Kay brings
11 years of planning experience supporting
Housing Element updates for jurisdictions
throughout California, including multijurisdictional efforts involving Merced and Tulare counties.
C Comprehensive Technical Support: Kay has
prepared housing constraints, resources, AFFH,
goals, policies, programs, and draft Housing
Element content, aligning directly with the City’s
need for clear, coordinated technical analyses.
C Implementation Perspective: She leads housing
implementation assignments involving RHNArelated rezoning, General Plan and Zoning Code amendments, Density Bonus Law, ADU
ordinances, and Annual Progress Reports.
C Affordable and Fair Housing: Kay has helped
facilitate more than 1,000 affordable housing
units and developing anti-displacement,
community stabilization, and fair housing
strategies.
C Community-Responsive Planning: Kay
develops engagement materials, supports
multilingual workshops, responds to public
comments, and translates complex housing
requirements into practical, understandable
work products for staff and communities.
Kay Real, AICP
Housing Element
Support
11 Years of Experience
Adam Maleitzke,
AICP
Urban Design Lead
20 Years of Experience
25% Availability 50% Availability
Firm Staffing and Expertise
32 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) C Housing Element Expertise: Leeza brings
six years of experience supporting Housing
Elements across California, including Pacific
Grove, Marina, Lompoc, Solvang, Bakersfield,
and multi-jurisdictional efforts in Merced and
Tulare counties.
C Fair Housing Analysis: She has prepared AFFH
analyses evaluating segregation, access to
opportunity, displacement risk, disproportionate
housing needs, and barriers to housing choice,
and translated findings into targeted policies
and implementation programs.
C Sites and Constraints: Leeza has supported
RHNA sites inventories, housing needs
assessments, development constraints
analyses, and realistic strategies to expand
housing supply and affordability.
C Central Coast Perspective: Her work
throughout San Luis Obispo County and
nearby coastal communities provides
valuable understanding of local development
conditions, community priorities, and regulatory
coordination.
C Engagement and Delivery: Leeza combines
clear technical writing with stakeholder
interviews, public workshops, agency
coordination, schedule tracking, and
multidisciplinary workflow support.
C Land Economics Leadership. Bill brings
more than five decades of experience in land
economics, real estate feasibility, fiscal analysis,
and economic development consulting.
C Public Agency Perspective. He has
advised cities, transportation agencies, and
planning teams on complex development,
redevelopment, housing, and infrastructure
decisions.
C Housing and Mixed-Use Analysis. His work
includes housing intensification, downtown
and corridor planning, market feasibility,
fiscal modeling, and evaluation of alternative
development scenarios.
C Actionable Financial Strategies. Bill translates
market data and development economics into
practical strategies that help agencies evaluate
project feasibility, community benefits, financing
options, and implementation trade-offs.
C Relevant Municipal Experience. His portfolio
includes assignments for Sunnyvale, Belmont,
San Mateo, Thousand Oaks, Simi Valley, Santa
Clara, and other California communities.
William “Bill” Lee
Economic Analysis
Land Econ Group
50+ Years of Experience
Leeza Segal
Affirmatively
Furthering Fair
Housing Support
6 Years of Experience
50% Availability 30% Availability
Schedule for Completion
33 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 Tasks
Task 1: Project Initiation and Project Management 8
Task 2: HCD Coordination, Review, and Certification
Task 3: Community Engagement and Public Outreach 1 2 3
Task 4: Housing Needs Assessment D F
Task 5: Affirmatively Furthering Fair Housing Analysis D F Task 6: Sites Inventory and RHNA Capacity Analysis D F
Task 7: Constraints Analysis and 6th Cycle Program Evaluation D F Task 8: Goals, Policies, Programs, and Implementation Strategy D F Task 9: Administrative Draft Housing Element and HCD Review PR Task 10: Environmental Review and CEQA Compliance F
Task 11: Final Housing Element, Adoption, and Certification Support D F v l Task D: Housing Capacity Analysis and Growth Alternatives D F Task E: Digital Engagement D
Work in Progress
Deliverable
(D = Draft, PR = Public Review, F = Final)
Client Review
HCD Review
8 Kick-off Meeting
Community Workshop
HCD Submittals
v Planning Commission Hearing
l City Council Adoption
HCD Certification
SECTION 4
Schedule for
Completion
The following project schedule illustrates Rincon’s anticipated sequencing for preparation, review, adoption, and certification of the 7th cycle Housing Element Update. The schedule is organized to move efficiently from project initiation, data collection, and engagement into the housing needs assessment, AFFH analysis, site inventory, constraints analysis, policy framework, Draft Housing Element, CEQA review, HCD review, and adoption. It also identifies key points for City review, public engagement, HCD coordination, environmental review, Planning Commission consideration, and City Council adoption, enabling the City to maintain progress toward certification before the statutory deadline. Rincon targets completion six months ahead of the December deadline, preserving time to address surprises without jeopardizing timely adoption. 2026
Legend
2027 2028
Rincon targets
completion six
months ahead of the
December deadline,
preserving time to
address surprises
without jeopardizing
timely adoption.
34 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Budget
SECTION 5
Budget
Grover Beach 7th Cycle Housing Element Update Itemized Cost Tasks Hours/
Units
Billing
Rate Cost
Task 1 Project Initiation and Management 81 $18,759.00 Task 1.1 Project Kickoff Meeting 7 $1,933.00
Director 2 $329 $658.00
Senior Planner I 5 $255 $1,275.00
Task 1.2 Work Plan, Schedule, and Decision Framework 10 $2,724.00 Director 2 $329 $658.00
Senior Planner I 8 $255 $2,040.00
Task 1.3 Ongoing Coordination and Quality Control 64 $14,128.00 Director 12 $329 $3,948.00
Senior Planner I 30 $255 $7,650.00
Admin Assistant/Billing Specialist 22 $115 $2,530.00
Task 2 HCD Coordination and Certification 20 $5,470.00
Director 5 $329 $1,645.00
Senior Planner I 15 $255 $3,825.00
Task 3 Community Engagement and Public Outreach 165 $37,405.00 Task 3.1 Public Engagement Plan 19 $3,884.00
Supervisor I 2 $292 $584.00
Senior Planner I 2 $255 $510.00
Planner II 15 $186 $2,790.00
Task 3.2 Community Workshops and Public Education 91 $21,398.00 Supervisor I 4 $292 $1,168.00
Senior Planner I 32 $255 $8,160.00
Planner II 55 $186 $10,230.00
Travel - Mileage 800 $0.76 $608.00
Printing & Production $1,000.00
Other Direct Costs $232.00
Task 3.3 Stakeholder Interviews, Focus Groups, and Targeted Outreach 35 $7,915.00
Director 5 $329 $1,645.00
Senior Planner I 10 $255 $2,550.00
Planner II 20 $186 $3,720.00
35 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Budget
Tasks Hours/
Units
Billing
Rate Cost
Task 3.4 Public Comment Tracking and Engagement Summary 20 $4,208.00 Supervisor I 2 $292 $584.00
Senior Planner I 4 $255 $2,550.00
Planner II 14 $186 $2,604.00
Task 4 Housing Needs Assessment 41 $7,859.00
Director 1 $329 $329.00
Senior Planner I 10 $255 $2,550.00
Planner I 30 $166 $4,980.00
Task 5 Affirmatively Furthering Fair Housing Analysis 71 $13,325.00 Director 3 $329 $987.00
Senior Planner I 10 $255 $2,550.00
Planner I 50 $166 $8,300.00
GIS/CADD Specialist II 8 $186 $1,488.00
Task 6 RHNA Analysis, Site Inventory, and Land Capacity Analysis 132 $29,593.00
Task 6.1 Regional Housing Needs Allocation Analysis 12 $3,208.00 Director 2 $329 $658.00
Senior Planner I 10 $255 $2,550.00
Task 6.2 Site Inventory and Land Capacity Analysis 70 $16,195.00 Director 5 $329 $1,645.00
Senior Planner I 40 $255 $10,200.00
Planner I 15 $166 $2,490.00
GIS/CADD Specialist II 10 $186 $1,860.00
Task 6.3 Site-Level Test Fit Analysis 50 $10,745.00
Supervisor I 15 $292 $4,380.00
Planner I 35 $166 $5,810.00
Task 7 Constraints Analysis and 6th Cycle Program Evaluation 68 $13,631.00 Task 7.1 Constraints Analysis 48 $9,792.00
Director 3 $329 $987.00
Senior Planner I 15 $255 $3,825.00
Planner I 30 $166 $4,980.00
Task 7.2 6th Cycle Housing Element Program Evaluation 20 $3,839.00 Director 1 $329 $329.00
Senior Planner I 4 $255 $1,020.00
Planner I 15 $166 $2,490.00
36 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Budget
Tasks Hours/
Units
Billing
Rate Cost
Task 8 Goals, Policies, Programs, and Implementation Strategy 65 $13,385.00 Director 5 $329 $1,645.00
Senior Planner I 20 $255 $5,100.00
Planner I 40 $166 $6,640.00
Task 9 Administrative Draft Housing Element and HCD Review 84 $17,565.00 Task 9.1 Administrative Draft Housing Element 29 $5,840.00 Director 2 $329 $658.00
Senior Planner I 10 $255 $2,550.00
Planner I 12 $166 $1,992.00
Production Specialist I 5 $128 $640.00
Task 9.2 HCD Review Draft Housing Element 55 $11,725.00 Director 5 $329 $1,645.00
Senior Planner II 20 $255 $5,100.00
Senior Planner I 30 $166 $4,980.00
Task 10 Environmental Review and CEQA Compliance 4 $1,316.00 Principal 4 $329 $1,316.00
Task 11 Final Housing Element, HCD Certification Package, and Adoption Support 33 $8,316.00
Task 11.1 Final Housing Element and HCD Certification Pack-age 10 $1,925.00 Director 1 $329 $329.00
Senior Planner I 2 $255 $510.00
Planner I 5 $166 $830.00
Production Specialist I 2 $128 $256.00
Task 11.2 Adoption Support 23 $6,391.00
Director 3 $329 $987.00
Senior Planner I 20 $255 $5,100.00
Travel - Mileage 400 $0.76 $304.00
Task D Housing Capacity Analysis and Growth Alternatives 111 $23,290.00 Director 8 $329 $2,632.00
Senior Planner I 40 $255 $10,200.00
Planner I 63 $166 $10,458.00
Task E Digital Engagement $10,000.00
Project Total $199,914.00
37 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Fees and Insurance
SECTION 6
Fees and Insurance
Cost Summary and Not to Exceed Cost
The table below summarizes Rincon’s estimated costs for the base Housing Element update and optional/ add-on services. To help the City evaluate the budget for the core project, Rincon has separated the estimated fee for the base Housing Element scope from optional services. The base project assumes completion of Tasks 1 through Task E. Optional services are shown separately so the City can evaluate enhancements independently from the base Housing Element Update.
Tasks Estimated Cost
Task 1 Project Initiation and Project Management $18,759.00 Task 2 HCD Coordination and Certification $5,470.00
Task 3 Community Engagement and Public Outreach $37,405.00 Task 4 Housing Needs Assessment $7,859.00
Task 5 Affirmatively Furthering Fair Housing Analysis $13,325.00 Task 6 Sites Inventory and RHNA Capacity Analysis $29,593.00 Task 7 Constraints Analysis and 6th Cycle Program Evaluation $13,631.00 Task 8 Goals, Policies, Programs, and Implementation Strategy $13,385.00 Task 9 Administrative Draft Housing Element and HCD Review $17,565.00 Task 10 Environmental Review and CEQA Compliance $1,316.00 Task 11 Final Housing Element, Adoption, and Certification Support $8,316.00 Task D Housing Capacity Analysis and Growth Alternatives $23,290.00 Task E Digital Engagement $10,000.00
Project Total $199,914.00
Rincon’s documentation of required general liability insurance is on the following pages. 38 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Fees and Insurance
ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
INSR ADDL SUBR
LTR INSD WVD
DATE (MM/DD/YYYY)
PRODUCER CONTACT
NAME:
PHONE FAX
(A/C, No, Ext): (A/C, No):
E-MAIL
ADDRESS:
INSURER A :
INSURED INSURER B :
INSURER C :
INSURER D :
INSURER E :
INSURER F :
POLICY NUMBER POLICY EFF POLICY EXP TYPE OF INSURANCE (MM/DD/YYYY) (MM/DD/YYYY) LIMITS
AUTOMOBILE LIABILITY
UMBRELLA LIAB
EXCESS LIAB
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
AUTHORIZED REPRESENTATIVE
EACH OCCURRENCE $
DAMAGE TO RENTED CLAIMS-MADE OCCUR PREMISES (Ea occurrence) $ MED EXP (Any one person) $
PERSONAL & ADV INJURY $
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $
PRO- POLICY JECT LOC PRODUCTS - COMP/OP AGG $
OTHER: $
COMBINED SINGLE LIMIT $ (Ea accident)
ANY AUTO BODILY INJURY (Per person) $
OWNED SCHEDULED BODILY INJURY (Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY (Per accident) $
OCCUR EACH OCCURRENCE $
CLAIMS-MADE AGGREGATE $
DED RETENTION $ $
PER OTH- STATUTE ER
E.L. EACH ACCIDENT $
E.L. DISEASE - EA EMPLOYEE $
If yes, describe under
DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ INSURER(S) AFFORDING COVERAGE NAIC #
COMMERCIAL GENERAL LIABILITY
Y / N
N / A
(Mandatory in NH)
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
CERTIFICATE HOLDER CANCELLATION
© 1988-2015 ACORD CORPORATION. All rights reserved.
ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD
CERTIFICATE OF LIABILITY INSURANCE
Lockton Companies, LLC
DBA Lockton Insurance Brokers, LLC in CA
CA license #0F15767
8110 E Union Ave., Ste. 100
Denver CO 80237
[email protected]
Rincon Consultants, Inc.
2060 Knoll Drive
Ventura CA 93003
Hartford Fire Insurance Company 19682
Westchester Surplus Lines Insurance Co 10172
--- SEE ATTACHMENT ---
Starstone National Insurance Company 25496
Palomar Excess and Surplus Insurance Co. 16754
X
X
X SIR: $50,000
X P&I
4,000,000
100,000
10,000
4,000,000
4,000,000
4,000,000
X
X X
1,000,000
XXXXXXX
XXXXXXX
XXXXXXX
Comp./Coll. Ded 1,000
X
X
X 10,000
10,000,000
10,000,000
XXXXXXX
N
X
1,000,000
1,000,000
1,000,000
Contractors Pollution Liab
E&O Liab.
Cyber
$4M/$4M
$4M Ea. occ./$4M Agg.
Retro Date: 12/9/1994
See Attachment
B 72UENOL5481 2/1/2026 2/1/2027
A G48968181 002 2/1/2026 2/1/2027
A G48968181 002 2/1/2026 2/1/2027
E See Attachment
A G48968193 002 2/1/2026 2/1/2027
C CEEXP-26-0000752-00 2/1/2026 2/1/2027
D T10260329 (AOS) 2/1/2026 2/1/2027
D T10261427 (FL) 2/1/2026 2/1/2027
2/1/2027
1462718
Y Y
Y Y
N N
Y
1/28/2026
N N
16059431
16059431 XXXXXXX
City of Grover Beach
154 S. 8th Street
Grover Beach CA 93433
X
See Attachments
39 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Fees and Insurance
CONTINUATION DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS (Use only if more space is required) ACORD 25 (2016/03)
The City of Grover Beach, its officers, agents, employees and volunteers are Additional Insureds for General Liability and Auto Liability with respect to work performed for them by the Named Insured as required by written contract, per Blanket Additional Insured endorsement EN0147-1111, EN0320-0211, EN0321-0211 & HA99160312. Liability Coverage is Primary and Non-Contributory as required by written contract, per endorsement EN0147-1111 & HA99160312. Blanket Waiver of Subrogation applies to General Liability, Auto Liability and Workers Compensation as required by written contract, per Endorsement EN0147-1111, HA99160312 & WC000313. Excess policy follows General Liability, Auto Liability and Employers Liability form.
Certificate Holder ID: 16059431
40 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Fees and Insurance
Type of Insurance Policy Number Insurer Policy Term Limits Cyber Liability H25NGP224923-02 Houston Casualty Company 8/1/2025 - 2/1/2027 Limit: $5,000,000 Deductible: $25,000
Excess Cyber CXS-107946155-01 Travelers Excess and
Surplus Lines Company 8/1/2025 - 2/1/2027 Limit: $5M x $5M Attachment Code: D683708 Master ID: 1462718, Certificate ID: 16059431 41 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Fees and Insurance
City of Grover Beach
154 S. 8th Street
Grover Beach CA 93433
To whom it may concern:
In our continuing effort to provide timely certificate delivery, Lockton Companies is transitioning to paperless delivery of Certificates of Insurance, thus this is your final hard-copy delivery.
To ensure electronic delivery for future renewals of this certificate, we need your email address.
Please contact us via one of the methods below, referencing Certificate ID 16059431. •Email: [email protected]
•Phone: 303-728-8060
If you received this certificate through an internet link where the current certificate is viewable, we have your email and no further action is needed.
In the event your mailing address has changed, will change in the future, or you no longer require this certificate, please let us know using one of the methods above.
The above inbox and phone number is for automating electronic delivery of certificates only.
Please do NOT send future certificate requests to this inbox or contact the phone number below with email updates.
Thank you for your cooperation and willingness in reducing our environmental footprint.
Lockton Companies
Lockton Companies
8110 E. Union Avenue, Suite 100
Denver, CO 80237
Attachment Code: D644713 Master ID: 1462718, Certificate ID: 16059431 42 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Fees and Insurance
Policy Number: G48968181 002: Effective Date:2/1/2026-2/1/2027 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS -
SCHEDULED PERSON OR ORGANIZATION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name Of Additional Insured Person(s) Or
Organization(s):
Location(s) of Covered Operations
Blanket when specifically required in a written contract with the named insured.
Blanket when specifically required in a
written contract with the named insured.
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
With respect to the insurance afforded to these additional insureds, the following additional exclusions apply:
This insurance does not apply to "bodily injury" or
"property damage" occurring after:
1. All work, including materials, parts or equipment
furnished in connection with such work, on the project
(other than service, maintenance or repairs) to be
performed by or on behalf of the additional insured(s)
at the location of the covered operations has been
completed; or
2. That portion of "your work" out of which the injury or damage arises has been put to its intended use by
any person or organization other than another
contractor or subcontractor engaged in performing
operations for a principal as a part of the same
project.
EN0321-0211 Page 1 of 1
A. Section III — Who Is An Insured within the Common
Provisions is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" cause, in
whole or in part, by:
1. Your acts or omissions; or
2. The acts or omissions of those acting on your behalf; in the performance of your ongoing operations for the
additional insured(s) at the location(s) designated above.
Attachment Code: D563840 Certificate ID: 16059431
43 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Fees and Insurance
Policy Number: G48968181 002 : Effective Date: 2/1/2026-2/1/2027 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS -
COMPLETED OPERATIONS
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name of Additional Person(s) or Organization(s): Location And Description Of Completed Operations Blanket when specifically required in a written contract with the named insured.
Blanket when specifically required in a written
contract with the named insured.
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
A. Section III — Who Is An Insured within the
Common Provisions is amended to include as an
insured the person(s) or organization(s) shown in the
Schedule, but only with respect to liability for "bodily injury" or "property damage" caused, in whole or in part, by "your work" at the location designated and described in the schedule of this endorsement performed for that
additional insured and included in the
"products-completed operations hazard".
EN0320-0211 Page 1 of 1
Attachment Code: D563841 Certificate ID: 16059431
44 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Fees and Insurance
Policy Number: G48968181 002 : Effective Date: 2/1/2026-2/1/2027 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
PRIMARY AND NON-CONTRIBUTORY ADDITIONAL INSURED
WITH WAIVER OF SUBROGATION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
CONTRACTORS POLLUTION LIABILITY COVERAGE PART
ERRORS AND OMISSIONS LIABILITY COVERAGE PART
SCHEDULE
Name Of Additional Insured Person(s) or Organization(s) Blanket when specifically required in a written contract with the named insured.
A. SECTION III — WHO IS AN INSURED within the Common Provisions is amended to include as an additional insured the person(s) or organization(s) indicated in the Schedule shown above, but only with respect to liability arising out of "your work" for that person or organization performed by you, or by those acting on your behalf.
B. As respects additional insureds as defined above, this insurance also applies to "bodily injury" or "property damage" arising out of your negligence when the following written contract requirements are applicable:
1. Coverage available under this coverage part shall apply as primary insurance. Any other insurance available to these additional insureds shall apply as excess and not contribute as primary to the insurance afforded by this endorsement.
2. We waive any right of recovery we may have against the person(s) or organization(s) indicated in the Schedule shown above because of payments we make for injury or damage arising out of "your work" performed under a written contract with that person(s) or organization(s).
3. The term "additional insured" is used separately and not collectively, but the inclusion of more than one "additional insured" shall not increase the limits or coverage provided by this insurance.
This Endorsement does not reinstate or increase the Limits of Insurance applicable to any "claim" to which the coverage afforded by this Endorsement applies.
ALL OTHER TERMS AND CONDITIONS OF THE POLICY REMAIN UNCHANGED.
EN0147-1111 Page 1 of 1
Attachment Code: D563842 Certificate ID: 16059431
45 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Fees and Insurance
Policy Number: 72UENOL5481
Policy Term: 2/1/2026 to 2/1/2027
COMMERCIAL AUTOMOBILE
HA 99 16 03 12
1. BROAD FORM INSURED
A. Subsidiaries and Newly Acquired or
Formed Organizations
The Named Insured shown in the
Declarations is amended to include:
(1) Any legal business entity other than a
partnership or joint venture, formed as a
subsidiary in which you have an
ownership interest of more than 50% on
the effective date of the Coverage Form.
However, the Named Insured does not
include any subsidiary that is an
"insured" under any other automobile
policy or would be an "insured" under
such a policy but for its termination or
the exhaustion of its Limit of Insurance.
(2) Any organization that is acquired or
formed by you and over which you
maintain majority ownership. However,
the Named Insured does not include any
newly formed or acquired organization:
(a) That is a partnership or joint
venture,
(b) That is an "insured" under any other
policy,
(c) That has exhausted its Limit of
Insurance under any other policy, or
(d) 180 days or more after its
acquisition or formation by you,
unless you have given us notice of
the acquisition or formation.
Coverage does not apply to "bodily
injury" or "property damage" that results
from an "accident" that occurred before
you formed or acquired the organization.
B. Employees as Insureds
Paragraph A.1. - WHO IS AN INSURED - of
d. Any "employee" of yours while using a
covered "auto" you don't own, hire or
borrow in your business or your
personal affairs.
C. Lessors as Insureds
Paragraph A.1. - WHO IS AN INSURED - of
Section II - Liability Coverage is amended to
add:
e. The lessor of a covered "auto" while the
"auto" is leased to you under a written
agreement if:
(1) The agreement requires you to
provide direct primary insurance for
the lessor and
(2) The "auto" is leased without a driver.
Such a leased "auto" will be considered a
covered "auto" you own and not a covered
"auto" you hire.
D. Additional Insured if Required by Contract
(1) Paragraph A.1. - WHO IS AN INSURED
- of Section II - Liability Coverage is
amended to add:
f. When you have agreed, in a written
contract or written agreement, that a
person or organization be added as
an additional insured on your
business auto policy, such person or
organization is an "insured", but only
to the extent such person or
organization is liable for "bodily
injury" or "property damage" caused
by the conduct of an "insured" under
paragraphs a. or b. of Who Is An
Insured with regard to the
ownership, maintenance or use of a
covered "auto."
SECTION II - LIABILITY COVERAGE is
amended to add:
© 2011, The Hartford (Includes copyrighted material
Form HA 99 16 03 12 of ISO Properties, Inc., with its permission.) Page 1 of 5 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
COMMERCIAL AUTOMOBILE BROAD FORM
ENDORSEMENT
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE FORM
To the extent that the provisions of this endorsement provide broader benefits to the "insured" than other provisions of the Coverage Form, the provisions of this endorsement apply.
Attachment Code: D563844 Certificate ID: 16059431
46 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Fees and Insurance
The insurance afforded to any such
additional insured applies only if the
"bodily injury" or "property damage"
occurs:
(1) During the policy period, and
(2) Subsequent to the execution of such
written contract, and
(3) Prior to the expiration of the period
of time that the written contract
requires such insurance be provided
to the additional insured.
(2) How Limits Apply
If you have agreed in a written contract
or written agreement that another
person or organization be added as an
additional insured on your policy, the
most we will pay on behalf of such
additional insured is the lesser of:
(a) The limits of insurance specified in
the written contract or written
agreement; or
(b) The Limits of Insurance shown in
the Declarations.
Such amount shall be a part of and not
in addition to Limits of Insurance shown
in the Declarations and described in this
Section.
(3) Additional Insureds Other Insurance
If we cover a claim or "suit" under this
Coverage Part that may also be covered
by other insurance available to an
additional insured, such additional
insured must submit such claim or "suit"
to the other insurer for defense and
indemnity.
However, this provision does not apply
to the extent that you have agreed in a
written contract or written agreement
that this insurance is primary and noncontributory with the additional insured's own insurance.
(4) Duties in The Event Of Accident, Claim,
Suit or Loss
If you have agreed in a written contract
or written agreement that another
person or organization be added as an
additional insured on your policy, the
additional insured shall be required to
comply with the provisions in LOSS
CONDITIONS 2. - DUTIES IN THE
EVENT OF ACCIDENT, CLAIM , SUIT
OR LOSS – OF SECTION IV –
E.
Required by Contract
Only with respect to insurance provided to
an additional insured in 1.D. - Additional
Insured If Required by Contract, the
following provisions apply:
(3) Primary Insurance When Required By
Contract
This insurance is primary if you have
agreed in a written contract or written
agreement that this insurance be
primary. If other insurance is also
primary, we will share with all that other
insurance by the method described in
Other Insurance 5.d.
(4) Primary And Non-Contributory To Other
Insurance When Required By Contract
If you have agreed in a written contract
or written agreement that this insurance
is primary and non-contributory with the
additional insured's own insurance, this
insurance is primary and we will not
seek contribution from that other
insurance.
Paragraphs (3) and (4) do not apply to other
insurance to which the additional insured
has been added as an additional insured.
When this insurance is excess, we will have no
duty to defend the insured against any "suit" if
any other insurer has a duty to defend the
insured against that "suit". If no other insurer
defends, we will undertake to do so, but we will
be entitled to the insured's rights against all
those other insurers.
When this insurance is excess over other
insurance, we will pay only our share of the
amount of the loss, if any, that exceeds the sum
of:
Primary
(1) The total amount that all such other
and
insurance would pay for the loss in the
absence of this insurance; and
(2) The total of all deductible and self-insured
amounts under all that other insurance.
We will share the remaining loss, if any, by the
method described in Other Insurance 5.d.
2. AUTOS RENTED BY EMPLOYEES
Any "auto" hired or rented by your "employee"
on your behalf and at your direction will be
considered an "auto" you hire.
The OTHER INSURANCE Condition is amended
by adding the following:
Non-Contributory if
BUSINESS AUTO CONDITIONS, in the
same manner as the Named Insured.
© 2011, The Hartford (Includes copyrighted material
Form HA 99 16 03 12 of ISO Properties, Inc., with its permission.) Page 2 of 5 Attachment Code: D563844 Certificate ID: 16059431
47 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Fees and Insurance
If an "employee’s" personal insurance also
applies on an excess basis to a covered "auto"
hired or rented by your "employee" on your
behalf and at your direction, this insurance will
be primary to the "employee’s" personal
insurance.
3. AMENDED FELLOW EMPLOYEE EXCLUSION
EXCLUSION 5. - FELLOW EMPLOYEE - of
SECTION II - LIABILITY COVERAGE does not
apply if you have workers' compensation
insurance in-force covering all of your
"employees".
Coverage is excess over any other collectible
insurance.
4. HIRED AUTO PHYSICAL DAMAGE
COVERAGE
If hired "autos" are covered "autos" for Liability
Coverage and if Comprehensive, Specified
Causes of Loss, or Collision coverages are
provided under this Coverage Form for any
"auto" you own, then the Physical Damage
Coverages provided are extended to "autos" you
hire or borrow, subject to the following limit.
The most we will pay for "loss" to any hired
"auto" is:
(1) $100,000;
(2) The actual cash value of the damaged or
stolen property at the time of the "loss"; or
(3) The cost of repairing or replacing the
damaged or stolen property,
whichever is smallest, minus a deductible. The
deductible will be equal to the largest deductible
applicable to any owned "auto" for that
coverage. No deductible applies to "loss" caused
by fire or lightning. Hired Auto Physical Damage
coverage is excess over any other collectible
insurance. Subject to the above limit, deductible
and excess provisions, we will provide coverage
equal to the broadest coverage applicable to any
covered "auto" you own.
We will also cover loss of use of the hired "auto"
if it results from an "accident", you are legally
liable and the lessor incurs an actual financial
loss, subject to a maximum of $1000 per
"accident".
This extension of coverage does not apply to
any "auto" you hire or borrow from any of your
"employees", partners (if you are a partnership),
members (if you are a limited liability company),
-
SECTION III - PHYSICAL DAMAGE
ADDITIONAL
COVERAGE, the following is added:
The exclusion relating to mechanical breakdown
does not apply to the accidental discharge of an
airbag.
5. 8. ELECTRONIC EQUIPMENT - BROADENED
TEMPORARY TRANSPORTATION EXPENSE
COVERAGE
Paragraph A.4.a. of SECTION III - PHYSICAL
DAMAGE COVERAGE is amended to provide a
limit of $50 per day and a maximum limit of
$1,000.
6. LOAN/LEASE GAP COVERAGE
Under SECTION III - PHYSICAL DAMAGE
COVERAGE, in the event of a total "loss" to a
covered "auto", we will pay your additional legal
obligation for any difference between the actual
cash value of the "auto" at the time of the "loss"
and the "outstanding balance" of the loan/lease.
"Outstanding balance" means the amount you
owe on the loan/lease at the time of "loss" less
any amounts representing taxes; overdue
payments; penalties, interest or charges
resulting from overdue payments; additional
mileage charges; excess wear and tear charges;
lease termination fees; security deposits not
returned by the lessor; costs for extended
warranties, credit life Insurance, health, accident
or disability insurance purchased with the loan or
lease; and carry-over balances from previous
loans or leases.
7. AIRBAG COVERAGE
COVERAGE
PHYSICAL
a. The exceptions to Paragraphs B.4 -
Under
EXCLUSIONS - of SECTION III - PHYSICAL
DAMAGE COVERAGE are replaced by the
following:
Exclusions 4.c. and 4.d. do not apply to
equipment designed to be operated solely
by use of the power from the "auto's"
electrical system that, at the time of "loss",
is:
(1) Permanently installed in or upon
the covered "auto";
(2) Removable from a housing unit
which is permanently installed in
or upon the covered "auto";
(3) An integral part of the same unit
Paragraph
housing any electronic
B. EXCLUSIONS
equipment described in
-
Paragraphs (1) and (2) above; or
of
DAMAGE
© 2011, The Hartford (Includes copyrighted material
Form HA 99 16 03 12 of ISO Properties, Inc., with its permission.) Page 3 of 5 Attachment Code: D563844 Certificate ID: 16059431
48 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Fees and Insurance
for
installed housing unit as described
in Paragraph 2.a. above or is an
integral part of that equipment; or
(3) An integral part of such equipment.
c.For each covered "auto", should loss be limited
to electronic equipment only, our obligation to
pay for, repair, return or replace damaged or
stolen electronic equipment will be reduced by
the applicable deductible shown in the
Declarations, or $250, whichever deductible is
less.
the
9. EXTRA EXPENSE - BROADENED
normal
COVERAGE
Under Paragraph A. - COVERAGE - of SECTION
III - PHYSICAL DAMAGE COVERAGE, we will
pay for the expense of returning a stolen covered
"auto" to you.
10. GLASS REPAIR - WAIVER OF DEDUCTIBLE
Under Paragraph D. - DEDUCTIBLE - of SECTION
(4)
III - PHYSICAL DAMAGE COVERAGE, the
operation of the covered "auto" or
the monitoring of the covered
"auto's" operating system.
b.Section III – Version CA 00 01 03 10 of the
Business Auto Coverage Form, Physical
Damage Coverage, Limit of Insurance,
Paragraph C.2 and Version CA 00 01 10 01 of
the Business Auto Coverage Form, Physical
Damage Coverage, Limit of Insurance,
Paragraph C are each amended to add the
following:
$1,500 is the most we will pay for "loss" in
any one "accident" to all electronic
equipment (other than equipment designed
solely for the reproduction of sound, and
accessories used with such equipment)
that reproduces, receives or transmits
audio, visual or data signals which, at the
time of "loss", is:
(1) Permanently installed in or upon
the covered "auto" in a housing,
opening or other location that is not
normally used by the "auto"
manufacturer for the installation of
such equipment;
following is added:
No deductible applies to glass damage if the
glass is repaired rather than replaced.
11. TWO OR MORE DEDUCTIBLES
Under Paragraph D. - DEDUCTIBLE - of SECTION
Necessary
III - PHYSICAL DAMAGE COVERAGE, the
(2) Removable from a permanently
EVENT OF
If another Hartford Financial Services Group,
Inc. company policy or coverage form that is not
an automobile policy or coverage form applies to
the same "accident", the following applies:
(1) If the deductible under this Business Auto
Coverage Form is the smaller (or smallest)
deductible, it will be waived;
(2) If the deductible under this Business Auto
Coverage Form is not the smaller (or
smallest) deductible, it will be reduced by
the amount of the smaller (or smallest)
deductible.
ACCIDENT, CLAIM, SUIT OR LOSS
The requirement in LOSS CONDITIONS 2.a. -
DUTIES IN THE EVENT OF ACCIDENT,CLAIM,
SUIT OR LOSS - of SECTION IV - BUSINESS
AUTO CONDITIONS that you must notify us of
an "accident" applies only when the "accident" is
known to:
(1) You, if you are an individual;
(2) A partner, if you are a partnership;
(3) A member, if you are a limited liability
company; or
(4) An executive officer or insurance manager, if
you are a corporation.
12. AMENDED
13. UNINTENTIONAL FAILURE TO DISCLOSE
DUTIES
HAZARDS
If you unintentionally fail to disclose any hazards
existing at the inception date of your policy, we
will not deny coverage under this Coverage
Form because of such failure.
14. HIRED AUTO - COVERAGE TERRITORY
Paragraph e. of GENERAL CONDITIONS 7. -
POLICY PERIOD, COVERAGE TERRITORY -
of SECTION IV - BUSINESS AUTO
CONDITIONS is replaced by the following:
e. For short-term hired "autos", the coverage
territory with respect to Liability Coverage is
anywhere in the world provided that if the
"insured's" responsibility to pay damages for
"bodily injury" or "property damage" is
determined in a "suit," the "suit" is brought in
the United States of America, the territories
and possessions of the United States of
America, Puerto Rico or Canada or in a
settlement we agree to.
15. WAIVER OF SUBROGATION
TRANSFER OF RIGHTS OF RECOVERY
AGAINST OTHERS TO US - of SECTION IV -
BUSINESS AUTO CONDITIONS is amended by
adding the following:
IN THE
following is added:
© 2011, The Hartford (Includes copyrighted material
Form HA 99 16 03 12 of ISO Properties, Inc., with its permission.) Page 4 of 5 Attachment Code: D563844 Certificate ID: 16059431
49 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Fees and Insurance
Paragraph
CONDITIONS - CANCELLATION - applies
2. except as follows:
If we cancel for any reason other than
nonpayment of premium, we will mail or deliver
to the first Named Insured written notice of
cancellation at least 60 days before the effective
date of cancellation.
of
18. HYBRID, ELECTRIC, OR NATURAL GAS
the
VEHICLE PAYMENT COVERAGE
In the event of a total loss to a "non-hybrid" auto
for which Comprehensive, Specified Causes of
Loss, or Collision coverages are provided under
this Coverage Form, then such Physical
Damage Coverages are amended as follows:
a.If the auto is replaced with a "hybrid" auto or
an auto powered solely by electricity or natural
gas, we will pay an additional 10%, to a
maximum of $2,500, of the "non-hybrid" auto’s
COMMON POLICY
We waive any right of recovery we may have
against any person or organization with whom
you have a written contract that requires such
waiver because of payments we make for
damages under this Coverage Form.
16. RESULTANT MENTAL ANGUISH COVERAGE
The definition of "bodily injury" in SECTION VDEFINITIONS is replaced by the following:
"Bodily injury" means bodily injury, sickness or
disease sustained by any person, including
mental anguish or death resulting from any of
these.
17. EXTENDED CANCELLATION CONDITION
c.Regardless of the number of autos deemed a
total loss, the most we will pay under this
Hybrid, Electric, or Natural Gas Vehicle
Payment Coverage provision for any one
"loss" is $10,000.
For the purposes of the coverage provision,
a.A "non-hybrid" auto is defined as an auto that
uses only an internal combustion engine to
move the auto but does not include autos
powered solely by electricity or natural gas.
b.A "hybrid" auto is defined as an auto with an
internal combustion engine and one or more
electric motors; and that uses the internal
combustion engine and one or more electric
motors to move the auto, or the internal
combustion engine to charge one or more
electric motors, which move the auto.
19. VEHICLE WRAP COVERAGE
In the event of a total loss to an "auto" for which
Comprehensive, Specified Causes of Loss, or
Collision coverages are provided under this
Coverage Form, then such Physical Damage
Coverages are amended to add the following:
In addition to the actual cash value of the "auto",
we will pay up to $1,000 for vinyl vehicle wraps
which are displayed on the covered "auto" at the
time of total loss. Regardless of the number of
autos deemed a total loss, the most we will pay
under this Vehicle Wrap Coverage provision for
any one "loss" is $5,000. For purposes of this
coverage provision, signs or other graphics
painted or magnetically affixed to the vehicle are
not considered vehicle wraps.
actual cash value or replacement cost,
whichever is less,
b.The auto must be replaced and a copy of a bill
of sale or new lease agreement received by us
within 60 calendar days of the date of "loss,"
© 2011, The Hartford (Includes copyrighted material
Form HA 99 16 03 12 of ISO Properties, Inc., with its permission.) Page 5 of 5 Attachment Code: D563844 Certificate ID: 16059431
50 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Fees and Insurance
/
Person or Organization Job Description
WHERE YOU ARE REQUIRED BY WRITTEN CONTRACT TO
OBTAIN THIS AGREEMENT FROM US, PROVIDED THE
CONTRACT IS SIGNED AND DATED PRIOR TO THE DATE OF
LOSS TO WHICH THIS WAIVER APPLIES. IN NO INSTANCE
SHALL THE PROVISIONS AFFORDED BY THIS
ENDORSEMENT BENEFIT ANY COMPANY OPERATING
AIRCRAFT FOR HIRE.
*The premium charge for this endorsement shall be % of the premium developed in the State of California, but not less than $500 policy minimum premium.
This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 2/1/2026 Policy No. T10260329 (AOS) /T10261427 (FL)
Endorsement No. 23
Insured Rincon Consultants, Inc. Policy Effective Date 2/1/2026 Insurance Company Starstone National Insurance Company
Countersigned By ______________________________________ WC 04 03 06
(Ed. 4-84)
©1998 by the Workers’ Compensation Insurance Rating Bureau of California. All rights reserved.
WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 04 03 06
(Ed. 4-84)
WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from US.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule.
The additional premium for this endorsement shall be __*__% of the California workers’ compensation premium otherwise due on such remuneration.
Schedule
Attachment Code: D565978 Certificate ID: 16059431
SECTION 01:
Cover Letter and
Executive Summary
APPENDIX A:
Key Team Member
Resumes
52 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Brenna Weatherby | Principal-in-Charge
Brenna brings 25 years of experience in housing policy, long-range and coastal planning, development review, and environmental compliance throughout California. She has led Housing Elements, General Plans, Specific Plans, zoning updates, entitlement processes, CEQA analyses, and community engagement for diverse jurisdictions and development settings. During the 6th cycle, she supported 40 jurisdictions, building deep insight into housing law, Housing and Community Development (HCD) coordination, fair housing, sites strategy, implementation, and the practical realities of turning policy into development.
Relevant Project Experience
City of Carlsbad – 6th Cycle Housing Element, General Plan, and Zoning Ordinance Updates
Project Manager
Brenna oversaw the Housing Element, related General Plan and Zoning Ordinance updates, CEQA coordination, and a large-scale engagement program. She guided the team on state legislation, document quality, and complex planning issues while facilitating a citizen committee, workshops, stakeholder meetings, surveys, and participatory mapping.
The work connected housing policy, fair housing, implementation, and community input across the full planning process.
City of Malibu – 6th Cycle Housing Element Update
Principal-in-Charge
Brenna provided senior oversight as Rincon led revisions to the City’s adopted Housing Element following HCD review. She guided coordination with City staff, legal counsel, HCD, and outside agencies, supported refinement of the sites inventory, constraints analysis, Affirmatively Furthering Fair Housing (AFFH) analysis, and housing programs; and helps align the update with the City’s Local Coastal Program, Municipal Code, and land use framework. Brenna also supported public presentations and helped usher the City toward compliance.
Merced County Association of Governments – Multi-Jurisdictional Housing Element
Principal-in-Charge
Brenna provided principal oversight for a collaborative Housing Element serving seven jurisdictions. She guided regional and jurisdiction-specific analyses, HCD coordination, and a multilingual engagement program designed to reach communities often excluded from planning processes.
Brenna effectively managed complex schedules, maintained consistency across multiple planning frameworks, and helped translate regional housing requirements into locally responsive policies and programs. The Housing Element was certified by HCD in June 2026.
Brenna Weatherby
Principal-in-Charge
Areas of Expertise
• Housing Element
strategy and HCD
coordination
• Coastal planning and
regulatory integration
• AFFH, sites analysis,
and implementation
program
Education
MCP, City Planning, San
Diego State University
BS, Environmental Policy
Analysis and Planning,
University of California,
Davis
Experience
25 years
30% Availability
53 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Brenna Weatherby | Principal-in-Charge
Relevant Project Experience (Continued)
City of Lompoc – Housing and Safety Element Updates
Principal-in-Charge
Rincon provided support to another consultant as they prepared updates to the City of Lompoc’s General Plan. Rincon was responsible for updates to the Housing and Safety elements as well as the development of environmental justice policies. Brenna provided guidance to the team as they developed the residential site inventory list to meet the City’s Regional Housing Needs Allocation for the 6th cycle and provided quality assurance/quality control review of all deliverables.
City of Fullerton – 6th Cycle Housing Element Update
Principal-in-Charge
Brenna provided principal-level oversight after Rincon assumed responsibility for the project from the City’s previous consultant, navigating a particularly complex Housing Element update subject to a stipulated judgment and heightened compliance requirements. Under her leadership, Rincon worked closely with City staff and HCD to address extensive review comments, including expanding analyses of governmental and nongovernmental housing constraints and strengthening programs to remove barriers to housing production, preserve and improve existing housing stock, AFFH, and support the development of housing for all income levels. Despite the added complexity associated with court-ordered obligations and regulatory scrutiny, the City achieved HCD certification of its Housing Element in February 2025, demonstrating Brenna’s ability to resolve challenging policy and compliance issues, coordinate multiple stakeholders, and successfully guide complex planning efforts through certification.
San Joaquin Valley Policy Council – Housing Early Action Planning Principal-in-Charge
Brenna served as Rincon’s Principal-in-Charge for the San Joaquin Valley-wide REAP Program. Initiated by the San Joaquin Valley Policy Council, and administered by the Fresno Council of Governments, the goal of this program was to provide ongoing and as-needed housing planning consulting services for the eight-county San Joaquin Valley. Work performed under this contract includes community engagement to identify key housing issues and impediments to developing and building housing in the San Joaquin Valley, preparation of a valley-wide housing report to provide a resource and guidance to San Joaquin Valley jurisdictions in preparing their 6th cycle housing elements, fair housing technical assistance in accordance with AFFH requirements, and preparation of a valley wide assessment on the impacts that the Sustainable Groundwater Management Act has on housing development.
City of Corona – 6th Cycle Housing Element Update
Principal-in-Charge
Brenna directed the sites inventory, housing policies and programs, community survey, and stakeholder meetings with developers and housing service organizations. She also guided coordination with HCD to develop fair housing policies aligned with state requirements. The City of Corona’s Housing Element received certification in 2022, reflecting her ability to pair technical compliance with practical engagement and implementation strategies.
City of Monterey Park – 6th Cycle Housing Element and Focused General Plan Update Principal-in-Charge
Brenna oversaw the Housing Element and related Safety and Environmental Justice Element updates. She guided identification of Regional Housing Needs Allocation sites, development of housing policies and programs, and a multilingual engagement program that included educational sessions, surveys, stakeholder discussions, and participatory mapping. Her oversight helped maintain consistency among General Plan elements while making complex housing information accessible to the community. 54 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Jason Montague | Project Manager
Jason is a Senior Planner with experience in current, long-range, and environmental planning. His work includes planning and zoning compliance, housing policy development and implementation, General Plan, Specific Plan, and master plan preparation, and community outreach. Jason has supported housing elements and related housing plans throughout the SANDAG, SCAG, WRCOG, ABAG, Kern COG, SJCOG, MCTC, SBCAG, TCAG, and MCAG regions, including sites inventories, Affirmatively Furthering Fair Housing (AFFH) analyses, and housing policy. He works closely with the Housing and Community Development (HCD) to address statutory requirements and support Housing Element certification and implementation.
Relevant Project Experience
City of Hayward – 6th Cycle Housing Element Update
Project Manager
Jason managed preparation of the Housing Needs Assessment, constraints analysis, housing plan, sites inventory, and AFFH analysis. He coordinated closely with City staff and HCD, facilitated public meetings, and presented the update to the Planning Commission and City Council.
The City of Hayward’s Housing Element received HCD certification in 2023, demonstrating Jason’s ability to guide a comprehensive update from technical analysis through adoption.
Merced County Association of Governments – Multi-Jurisdictional Housing Element
Project Manager/Sites Inventory Lead
Jason leads the sites inventory for Merced County and the cities of Atwater, Dos Palos, Gustine, Livingston, Los Banos, and Merced. He coordinates a consistent methodology across seven jurisdictions while accounting for local land use conditions and housing needs. This assignment demonstrates his ability to manage complex datasets, evaluate capacity, and translate regional Regional Housing Needs Allocation (RHNA) requirements into jurisdiction-specific housing strategies.
City of Canyon Lake – 6th Cycle Housing Element Update
Project Manager
Jason took over the Housing Element and led revisions responding to HCD’s initial comments after the previous consultant departed. He organized the remaining work, coordinated with City staff, and advanced the document through review and certification. The City of Canyon Lake’s Housing Element received HCD certification in 2025, demonstrating his ability to stabilize a challenging assignment and maintain momentum toward compliance.
Jason Montague
Project Manager
Areas of Expertise
• Housing Element
management and HCD
coordination
• Sites inventory, RHNA
capacity, and AFFH
• Housing
implementation, zoning,
engagement, and CEQA
Education
MPPA, Public Policy and
Administration, California
Lutheran University
BA, Political Science,
Community Development,
Portland State University
Experience
7 years
60% Availability
55 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Jason Montague | Project Manager
Relevant Project Experience (Continued)
City of Vista – 6th Cycle Housing Element Update
Planner
Jason used City records, aerial imagery, assessor data, and census information to identify viable vacant and non-vacant sites and prepare the RHNA sites inventory. He also supported the draft Housing Element and fair housing analysis. The City of Vista’s Housing Element received HCD certification in 2022, reflecting his ability to integrate GIS-based capacity analysis, AFFH considerations, and clear documentation supporting State of California review.
Counties of Napa and Sonoma – Housing Connect Tool
Project Manager
Jason managed development of a customizable GIS application serving 14 jurisdictions through the Napa/ Sonoma Collaborative. The tool combines environmental, socioeconomic, and parcel data to manage sites inventories, evaluate development trends, track housing projects, support Annual Progress Reports, and provide public-facing information. This experience provides a practical model for maintaining transparent, reproducible housing data beyond certification and supporting ongoing Housing Element implementation.
County of Stanislaus – 6th Cycle Housing Element Update, Implementation, and CEQA Project Manager
Jason manages the Housing Element update and related implementation, including Zoning Ordinance revisions, objective design standards, and updates to the Safety, Environmental Justice, Open Space, and Conservation elements. He has led workshops, stakeholder interviews, and Municipal Advisory Council engagement while overseeing CEQA documentation. This work connects Housing Element compliance with practical, coordinated implementation across the County’s planning framework.
City of Arroyo Grande – General Plan Update Environmental Impact Report Project Manager
Jason manages the day-to-day Rincon team for this nearby Central Coast assignment. He leads updates to the Noise and Safety Elements, a climate vulnerability assessment, evacuation analyses, and a Climate Action Plan while managing the EIR for the City Council’s preferred land use alternative. This local experience supports responsive coordination and integration of housing decisions with General Plan consistency, hazards, infrastructure, and CEQA.
City of Pismo Beach – General Plan Update Recirculated Program Environmental Impact Report Project Manager
Jason managed the City’s General Plan/Local Coastal Program Update Program EIR recirculation effort.
Rincon prepared the Recirculated Draft Program EIR and Final Program EIR after the Facilities and Safety elements were removed from the project, including updates to the environmental analysis, public review documents, responses to comments, and CEQA findings. Jason coordinated with City staff and legal counsel and oversaw the required CEQA notices, filings, Final Program EIR, and updated Findings and Statement of Overriding Considerations to support project adoption.
City of Bakersfield – 6th Cycle Housing Element Update
Sites Inventory Lead
Jason served as sites inventory lead for Bakersfield’s 6th cycle Housing Element update. He identified sites adequate to accommodate the City’s large RHNA and supported documentation needed for HCD review. The City of Bakersfield’s Housing Element received HCD certification in 2025, reflecting his ability to prepare a defensible sites inventory for a large jurisdiction. 56 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Kassandra Gale | Engagement Lead
Kassandra brings 13 years of planning and community engagement experience, including leadership of complex housing, zoning, and coastal planning efforts. She designs transparent, education-focused programs that translate technical requirements into accessible dialogue and reach residents, businesses, property owners, developers, service providers, and underrepresented communities. A former municipal Assistant Planning Director, Kassandra understands staff constraints, public scrutiny, and decision-making realities. For the City of Grover Beach, she will guide inclusive engagement that connects community priorities with fair housing requirements and actionable Housing Element policies.
Relevant Project Experience
City of Pacific Grove – Housing Element and Zoning Updates Project Manager
Kassandra led early engagement for the highly controversial housing effort and supported an education-focused process that translated complex state housing requirements into accessible community dialogue and managed significant public scrutiny. Her strategic and clear communication approach and partnership with City staff helped guide the project to unanimous City Council approval and successful advancement of the City’s housing implementation commitments.
City of San Fernando – Comprehensive Housing Program
Implementation
Engagement Lead
Kassandra directed a Spanish-first outreach program supporting housing implementation, zoning updates, and Objective Design Standards. She used pop-up events, an aesthetic preference survey, and Zoning Lotería, a culturally relevant educational game, to demystify zoning and gather meaningful input. The approach expanded participation while connecting community preferences to practical development standards.
City of Bakersfield – 6th Cycle Housing Element Zoning Updates Project Manager and Outreach Lead
Kassandra led outreach for residential Zoning Ordinance updates implementing the City’s Housing Element, including density changes, removal of parking requirements, and Objective Design Standards. She facilitated stakeholder focus groups, managed individual stakeholder outreach, and organized a citywide education campaign that helped residents understand how regulatory changes would affect future housing development.
Kassandra Gale, EdD, AICP
Engagement Lead
Areas of Expertise
• Housing Element
engagement
• Transparent public
education
• Inclusive, AFFH-aligned
outreach
Certifications
AICP, American Institute
of Certified Planners,
No. 33473
Education
EdD, Change
Management, University
of Southern California
MA, Applied
Anthropology, San Diego
State University
BA, Art History, California
State University,
Bakersfield
Experience
13 years
25% Availability
57 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Kassandra Gale | Engagement Lead
Relevant Project Experience (Continued)
City of Morro Bay – Power Plant Master Plan
Engagement Project Manager
Kassandra supervised engagement for the 107-acre Power Plant Master Plan covering the decommissioned plant, Embarcadero, and recreational areas. She facilitated workshops with more than 100 participants and guided productive dialogue on controversial land use and community character issues. Her Central Coast experience demonstrates an ability to build consensus in highly engaged coastal communities.
City of Ventura – Local Coastal Program Update
Engagement Lead
Kassandra guides communication and engagement for Ventura’s Local Coastal Program Update, coordinating workshops, a technical advisory committee, focus groups with priority communities, and a community-based organization mini-grant program. The process gives residents, Tribal representatives, community organizations, and technical experts meaningful ways to shape coastal adaptation and longrange land use strategies.
City of Carpinteria – Living Shoreline Project
Engagement Project Manager
Kassandra leads public engagement for a multi-year coastal resilience project focused on dune restoration, sediment management, and sea level rise adaptation. She implements an inclusive, multilingual strategy integrating storytelling, community partnerships, and Tribal coordination. Kassandra is leading the implementation of an inclusive, multilingual engagement strategy integrating storytelling, community partnerships, and coordination with Tribal engagement. The engagement team works closely with technical teams to translate engineering concepts into accessible, community-centered decision pathways.
City of Bakersfield – 2045 General Plan Community Outreach Program Engagement Lead
Kassandra established an equity-focused advisory group and a City-led relationship-building program for the General Plan, Housing Element, Climate Action Plan, and Municipal Services Review. The program used participatory mapping, multilingual surveys, translated workshops, pop-up events in hard-to-reach communities, interviews, and joint study sessions to broaden representation and create accountability.
City of Menlo Park – Menlo Park SAFER Bay Project (Strategy to Advance Flood Protection, Ecosystems, and Recreation along San Francisco Bay
Engagement Project Manager
Kassandra designed a multi-phased, equity-centered Outreach and Engagement Plan to inform flood protection and shoreline resilience design. She developed the project’s framework, integrating culturally relevant strategies, barrier-reduction measures, and reciprocal community partnerships. Her work is guiding inclusive outreach activities, including advisory group facilitation, public workshops, and mobile engagement events, ensuring that underserved voices shape the design process and that engagement metrics support adaptive implementation throughout the project.
Ventura County Resource Conservation District – Ventura River Watershed Resilience Program Engagement Facilitator
As part of the communication and engagement team, Kassandra supported the Program by facilitating coordination between agencies, Tribes, organizations, and community-based partners. The project team collaborated with a local community based organization to ensure underserved communities and Indigenous voices are represented in resilience planning conversations. Through workshops and outreach centered on climate hazards, Kassandra helped create inclusive spaces where residents, community based organizations, Tribal representatives, and agency staff came together to share perspectives, build understanding, and co-develop adaptation strategies. Her bridge-building efforts strengthened relationships across sectors and supported the broader engagement strategy led by the Watershed Council, a collaborative body guiding the development of the Watershed Resilience Plan. 58 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Chris Bersbach | CEQA Lead
Chris brings 19 years of environmental planning experience leading CEQA and NEPA review for public agencies across California’s Central Coast. He manages programmatic and project-level environmental documents for housing, mixed-use development, general plans, specific plans, and Local Coastal Program (LCP) updates. His experience includes a wide range of technical environmental and planning studies, including land and infrastructure development projects, urban redevelopment projects, general plans and specific plans, solar power facilities and other energy projects, waste and wastewater management facilities, and other long-range planning projects. For the City of Grover Beach, Chris will guide an efficient CEQA strategy, coordinate multidisciplinary technical analyses, and prepare clear documentation that supports Housing Element adoption and related planning amendments.
Relevant Project Experience
City of Santa Barbara – Housing Element Implementation and Environmental Impact Report
Project Manager
Chris manages the Program Environmental Impact Report (EIR) supporting the City’s 2023–2031 Housing Element Implementation Plan.
He helped refine the CEQA approach as the implementation program evolved, and directs analysis of air quality, greenhouse gas emissions, biological and cultural resources, hazards, land use, noise, and transportation. The work supports planning and ordinance amendments and identifies opportunities to streamline later housing review.
City of Pismo Beach – General Plan and Local Coastal Plan Update Program Environmental Impact Report
Project Manager
Chris manages the Program EIR for the City’s General Plan and Local Coastal Plan update, integrating land use, housing, coastal resources, infrastructure, transportation, wildfire, and environmental constraints. His nearby coastal experience provides direct insight into balancing community growth with LCP requirements and establishing a programmatic framework for subsequent development.
Chris Bersbach
CEQA Lead
Areas of Expertise
• Housing Element CEQA
strategy
• Coastal planning and
LCP review
• Program EIRs and
technical integration
Education
MESM, Conservation
Planning, University of
California, Santa Barbara
BA, Psychology, Brandeis
University
Experience
19 years
25% Availability
59 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Chris Bersbach | CEQA Lead
Relevant Project Experience (Continued)
City of Morro Bay – General Plan and Local Coastal Program Update and Environmental Impact Report Project Manager
Chris managed the Program EIR and baseline analyses supporting coordinated updates to the General Plan, LCP, and Zoning Ordinance. He oversaw analysis of land use, transportation, greenhouse gas emissions, noise, biological resources, and cultural resources and supported habitat mapping accepted by the California Coastal Commission. The City certified the EIR and adopted the updates in 2021.
City of Santa Maria – 2045 General Plan Update Program Environmental Impact Report Project Manager
Chris managed the Program EIR for the City’s 2045 General Plan Update, coordinating analysis across land use, mobility, housing-related growth, infrastructure, environmental justice, climate, and resource protection topics. The EIR established a framework for future development and provides relevant experience integrating a Housing Element with the broader General Plan.
City of San Luis Obispo – San Luis Ranch Specific Plan Environmental Impact Report Project Manager
Chris managed a hybrid programmatic and project-level EIR for a 131-acre mixed-use development with residential, commercial, office, hotel, agricultural, and open space uses. He coordinated with City staff to address airport compatibility, transportation, biological and cultural resources, hydrology, noise, air quality, and greenhouse gas emissions. The City certified the EIR and approved the project.
County of San Luis Obispo – Avila Community Plan Update and Environmental Impact Report Environmental Project Manager
Chris leads the Program EIR for the Avila Community Plan Update, coordinating with County staff, community stakeholders, CAL FIRE, Port San Luis Harbor District, and the California Coastal Commission.
The work addresses community design, housing-related growth, circulation, infrastructure, coastal resources, water availability, wildfire, and growth inducement within San Luis Obispo County’s coastal setting.
City of Arroyo Grande – Oak Park Affordable Housing Project Project Manager
Chris managed the Program EIR and baseline analyses supporting coordinated updates to the General Plan, LCP, and Zoning Ordinance. He oversaw analysis of land use, transportation, greenhouse gas emissions, noise, biological resources, and cultural resources and supported habitat mapping accepted by the California Coastal Commission. The City certified the EIR and adopted the updates in 2021.
City of Goleta – Heritage Ridge Residential Project Environmental Impact Report Project Manager
Chris managed environmental review for a residential development project that included affordable housing. He coordinated analysis of land use, transportation, biological and cultural resources, noise, air quality, greenhouse gas emissions, and infrastructure, supporting a clear and comprehensive EIR process for a complex housing proposal in a coastal California community. 60 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Adam Maleitzke | Urban Design Lead
Adam brings 20 years of urban design and planning experience focused on housing implementation, mixed-use development, Specific Plans, zoning, and design standards. He translates policy and community priorities into practical development concepts, measurable standards, and clear visual tools. For the City of Grover Beach, Adam will help evaluate growth alternatives, housing typologies, building scale, parking, commercial-residential balance, and community character while maintaining realistic housing capacity and implementation pathways.
Relevant Project Experience
City of Corona – High-Density Residential and Mixed-Use Objective Development Standards and Design Guidelines
Project Manager
Adam prepared objective standards implementing the City’s Housing Element and Senate Bill 35 requirements. He developed measurable criteria for building form, façade design, access, circulation, parking, open space, and ground-floor uses, supported by exhibits and a review matrix. The standards help accommodate higher-density housing while reflecting community character and local market conditions.
Southern California Association of Governments – High-Quality Transit Area Vision Plans
Project Manager
Adam led a housing-focused vision plan for seven suburban communities that identified development opportunity sites, mixed-use typologies, mobility improvements, and phased implementation actions. He paired architectural renderings with economic analysis and a housing toolkit, giving City staff a practical roadmap for meeting regional and local housing targets while being sensitive to the existing local character.
Stanislaus Council of Governments – REAP 2.0 Community
Enhancement Zone
Project Manager
Adam led an implementation-focused vision plan and feasibility study for missing-middle housing along a key transit corridor, funded by the Housing and Community Development REAP 2.0 program. He evaluates development typologies, infrastructure needs, policy changes, and market barriers and prepared a toolkit for property owners, developers, and agencies. The work supports Regional Housing Needs Allocation implementation, housing diversity, affordability, and faster production.
Adam Maleitzke, AICP
Urban Design Lead
Areas of Expertise
• Housing typologies and
growth alternatives
• Multi-family and middlehousing implementation
• Objective development
and design standards
• Visual tools for
community decisionmaking
Certifications
AICP, American Institute
of Certified Planners,
No. 027697
Education
MLA, Master of
Landscape Architecture,
University of Minnesota
MURP, Master of Urban
& Regional Planning,
University of Minnesota
BA, Architecture and
Urban Studies, University
of Minnesota
Experience
22 years
25% Availability
61 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Adam Maleitzke | Urban Design Lead
Relevant Project Experience (Continued)
City of Bell Gardens – Transit-Oriented Community Specific Plan Project Manager
Adam led a Specific Plan and environmental review for a new mixed-use town center integrating affordable and market-rate housing, retail, mobility, and open space. He developed creative housing strategies and used virtual reality and multilingual engagement to help residents evaluate development choices, community identity, and neighborhood-serving improvements.
County of Los Angeles – Transit-Oriented District Design Guidelines Project Manager
Adam led an interdisciplinary team in preparing flexible design guidance for infill and community-serving development near transit. The work included existing-conditions analysis, stakeholder interviews, advisory meetings, and public design workshops. The resulting guidelines connect land use, housing, walkability, and neighborhood context and can be applied across varied communities.
City of Bakersfield – Old Town Kern Vision Plan
Project Manager
Adam led a 20-year urban design and economic revitalization plan for a historic neighborhood. Through community design workshops, visual concepts, and phased implementation strategies, he translated local priorities into practical recommendations for housing-supportive investment, public spaces, mobility, economic development, and neighborhood identity.
Metrolink – Housing Affordability Analysis
Project Manager
Adam supported Metrolink’s statewide capital funding application through station-area analysis for 10 rail stations across Southern California. He led a housing affordability study to evaluate land use, connectivity, active transportation improvements, housing density, and rental conditions. The analysis helped demonstrate each station area’s transit-supportive context and readiness for capital investment. 62 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Kay Real | Housing Element Support
Kay brings 11 years of planning experience supporting Housing Element updates, affordable housing, community development, and public engagement. She has prepared housing constraints, resources, Affirmatively Furthering Fair Housing (AFFH), goals, policies, programs, and draft Housing Element content for jurisdictions throughout California.
Her implementation experience includes RHNA-related rezoning, General Plan and Zoning Code amendments, Density Bonus and Accessory Dwelling Unit ordinances, and Annual Progress Reports. Kay also helped facilitate more than 1,000 affordable housing units.
Relevant Project Experience
Merced County Association of Governments – Multi-Jurisdictional Housing Element
Project Manager
Kay leads preparation of jurisdiction-specific Housing Elements for a seven-jurisdiction regional effort. She coordinates regional and local analyses, develops multilingual engagement materials and workshops, addresses barriers affecting disadvantaged communities, and manages deliverables and schedules to support timely completion.
County of Stanislaus – 6th Cycle Housing Element and Environmental Justice Element Updates
Assistant Project Manager
Kay supported project management and led preparation of the AFFH, Housing Plan, Housing Constraints, and Housing Resources sections.
She also helped develop goals and policies and supported sites and rezoning analysis needed to accommodate RHNA while integrating environmental justice requirements.
Tulare County Association of Governments – Regional Multijurisdictional Housing Element Planner
Kay supported project management and led preparation of the AFFH, Housing Plan, Housing Constraints, and Housing Resources sections.
She also helped develop goals and policies and supported sites and rezoning analysis needed to accommodate RHNA while integrating environmental justice requirements.
Kay Real, AICP
Housing Element Support
Areas of Expertise
• Housing Element
analysis and policy
development
• AFFH, constraints,
resources, and
implementation
programs
• Community
engagement and public
comment response
Certifications
AICP, American Institute
of Certified Planners,
No. 308963
Education
MS, City and Regional
Planning, Pratt Institute
BA, Environmental
Studies, Lewis & Clark
College
Experience
11 years
50% Availability
63 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Kay Real | Housing Element Support
Relevant Project Experience (Continued)
Madera County Transportation Commission – Countywide REAP Planning Services Planner
Kay led preparation of the Housing Constraints chapters for the cities of Chowchilla and Madera as part of a coordinated effort to bring three Housing Elements into compliance with state law. Her work translated regulatory and development conditions into clear findings and policy direction.
City of Fullerton – 6th Cycle Housing Element Update
Assistant Project Manager
Kay supported project management, prepared draft Housing Element content, helped develop policies and actions, and led responses to public comments. Her coordination and technical writing helped move the update through review, while maintaining clear documentation of revisions.
City of Ventura – Local Coastal Program Amendment
Project Manager
Kay prepared an application to amend the City’s certified Local Coastal Program to incorporate State density bonus requirements. She completed the consistency analysis and coordinated with the California Coastal Commission, providing relevant experience integrating housing law with coastal planning requirements.
City of Bakersfield – 6th Cycle Housing Element Update
Planner
Kay supported preparation of draft Housing Element documents, evaluated sites and potential zoning changes needed to accommodate future residential development, and contributed to public comment responses. Her work connected RHNA capacity analysis with practical land use and policy recommendations.
City of Dos Palos – Housing Implementation Services
Project Manager
Kay leads RHNA-related General Plan and Zoning Map amendments, updates zoning regulations for state law compliance, and authors Density Bonus and Accessory Dwelling Unit ordinances. She also prepares staff reports and resolutions, bringing direct implementation insight to Housing Element policy development.
City of San Fernando – Comprehensive Housing Planning Program Planner
Kay led preparation of a Community Stabilization Manual with strategies to prevent displacement, maintain affordable housing, and support tenants and homeowners. The work advanced 6th cycle Housing Element implementation and AFFH through practical, community-focused programs.
City of West Covina – 6th Cycle Housing Element Update
Planner
Kay served as assistant project manager to support the preparation of their 6th cycle Housing Element Update for the City of Fullerton. Kay assisted with preparation of the Draft Housing Element documents, development of policies and actions, and led the response to public comment.
City of Marina – General Plan Update
Planner
Rincon is partnering with a prime consultant to update the Noise Element, Open Space and Conservation Element, Public Infrastructure and Utilities Element, and Safety Element of the General Plan. Kay serves as the primary author and is leading policy development.
64 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Leeza Segal | Affirmatively Furthering Fair Housing
Leeza brings six years of long-range and environmental planning experience supporting Housing Elements throughout California. She specializes in Affirmatively Furthering Fair Housing (AFFH), housing needs and constraints analyses, Regional Housing Needs Allocation (RHNA) sites inventories, policy development, and implementation strategies. Her Central Coast experience includes work in Pacific Grove, Marina, Monterey County, Lompoc, Solvang, Santa Maria, Morro Bay, San Luis Obispo, and San Luis Obispo County. Leeza combines clear technical writing with effective stakeholder engagement, interagency coordination, and practical support for complex housing and land use decisions.
Relevant Project Experience
City of Pacific Grove – Housing Element, General Plan, and Zoning Ordinance Update
Assistant Project Manager
Leeza supported the 6th cycle Housing Element and related Land Use, Safety, and Zoning Ordinance amendments. She coordinated workflow, schedules, budgets, and client communication; drafted technical analyses and policies; and supported outreach and public hearings, bringing directly relevant coastal-community experience.
Merced County Association of Governments – Multi-Jurisdictional Housing Element
Assistant Project Manager / Technical Analyst
Leeza supported coordination across participating jurisdictions, stakeholders, subconsultants, and state agencies. She contributed to the RHNA sites inventory and prepared housing needs, development constraints, and fair housing analyses, while facilitating interviews that identified local barriers and informed responsive housing strategies.
City of Marina – 6th Cycle Housing Element Update
Planner
Leeza analyzed existing housing conditions and resources, prepared a detailed fair housing assessment, and supported project coordination for this coastal city. Her work addressed community-specific housing needs and fair housing conditions while contributing to a clear, coordinated Housing Element update.
Leeza Segal
Affirmatively Furthering Fair Housing Support
Areas of Expertise
• AFFH and fair housing
strategies
• Housing needs,
constraints, and sites
analyses
• Central Coast planning
and engagement
Education
MCRP, Master of City
and Regional Planning,
California Polytechnic
University, San Luis
Obispo
BS, Environmental
Toxicology, University of
California, Davis
Experience
6 years
50% Availability
65 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Leeza Segal | Affirmatively Furthering Fair Housing
Relevant Project Experience (Continued)
City of Lompoc – General Plan and Housing Element Update Planner
Leeza supported the 6th cycle Housing Element through RHNA sites inventory work, AFFH analysis, and CEQA documentation. She also assisted with the Safety Element and coordinated with CAL FIRE and the Board of Forestry, strengthening consistency across related General Plan elements and state requirements.
City of Bakersfield – 6th Cycle Housing Element Update
Planner
Leeza led components of the fair housing analysis to identify local issues and contributing factors. She developed targeted policies and implementation strategies that advanced housing equity, expanded access to opportunity, and responded to state fair housing requirements.
County of Stanislaus – 6th Cycle Housing Element Update, Implementation, and CEQA Planner
Leeza prepared research, analysis, policies, and programs for the Housing Element, including a key role in the AFFH assessment. She evaluated segregation, access to opportunity, and other concerns, then incorporated outreach findings into targeted actions addressing locally identified fair housing challenges.
City of Port Hueneme – 6th Cycle Housing Element Update Planner
Leeza prepared the fair housing analysis for this coastal community, evaluating segregation and integration, disproportionate housing needs, displacement risk, and barriers to opportunity. She translated the findings into implementation strategies that expanded fair housing programs and addressed identified issues.
County of Madera – Housing Element, General Plan, and Zoning Ordinance Update Assistant Project Manager
Leeza coordinated internal workflow, budget tracking, quality review, community workshops, stakeholder interviews, and communication among County staff, consultants, residents, and state agencies. Her work supported consistency among housing, land use, safety, and zoning requirements while keeping a complex update organized and responsive.
Tulare County Association of Governments – Multi-Jurisdictional Housing Element Planner
Leeza led technical analyses of housing needs, development constraints, and fair housing conditions across participating jurisdictions. She supported policies and implementation strategies designed to expand housing supply and affordability and improve access to inclusive, integrated neighborhoods and fair housing opportunities.
City of Santa Maria – Santa Maria General Plan Update
Assistant Project Manager
Leeza served as Rincon’s assistant project manager, technical writer, and policy writer for the Santa Maria General Plan Update and Environmental Impact Report. She was the primary author of the Safety, Conservation and Open Space, and Noise elements; coordinated technical analyses for noise modeling, evacuation capacity, and other safety topics; and translated findings into policies addressing hazard mitigation, resource conservation, open space protection, and noise compatibility. She also facilitated coordination between consultant teams and the client to support alignment with City goals and state legislative requirements.
66 | Proposal to Prepare the City of Grover Beach 7th Cycle Housing Element Update (2029 – 2036) Bill Lee
William has been in land planning economics and economic development consulting since the 1970s and was the Managing Principal of Economics Research Associates’ (ERA) San Francisco Office for 15 years. During over four decades of practice, he has specialized in services to local government agencies, land planning/urban design firms, property owners, real estate developers and transportation agencies.
Relevant Project Experience
• City of Sunnyvale – El Camino Corridor Specific Plan for Housing Intensification
• City of Santa Monica – Parking In-Lieu Fee Reset for Economic Development
• City of Richmond – On-call Real Estate, Market, Financial and Fiscal Analysis
• City of Oakland – New Main Library Site Selection and Financing Strategy
• California High Speed Rail Authority – Station Area Planning and Economic Impact for Multiple Stations
• City of Belmont – Market and Fiscal Modeling for Redevelopment Alternatives
• City of Santa Clara – Feasibility of the Use of City Real Estate to Finance New Civic Center
• City of San Mateo – Downtown San Mateo Downtown Specific Plan • City of Thousand Oaks – Market Analysis and Case Studies for Civic Arts Plaza/City Hall Revitalization and Creation of New Downtown • City of Simi Valley – Market, Financial Feasibility and Fiscal Benefits Analysis for Specific Plan
• City of Lodi – Market Analysis and Redevelopment Feasibility for Downtown Revitalization
• City of Carson – Residential and Hotel Market Analysis for Civic Plaza • City of Chino – Civic Center Master Plan Financing Strategy • City of Torrance – Market Analysis, Financial Feasibility and Financing Strategy for Civic Center Redevelopment
• City of Elk Grove – Comprehensive Market and Strategy Analysis for the Creation of a New Civic Center
William “Bill” Lee
Economic Analysis Lead
Areas of Expertise
• Land Economics and
Development Feasibility
• Housing and Mixed-Use
Market Analysis
• Fiscal Impact and
Financial Modeling
• Economic Development
and Implementation
Strategy
Education
MBA, Master of Business
Administration, Columbus
Business School
BS, Economics, Stanford
University
Experience
50+ years
30% Availability
Bishop
180 Home Street
Bishop, California 93514
442-900-7988
Carlsbad
6790 Embarcadero Lane
Suite 100
Carlsbad, California 92011
760-918-9444
Fresno
4589 North Marty Avenue
Suite 102
Fresno, California 93722
559-228-9925
Los Angeles
250 East 1st Street
Suite 1400
Los Angeles, California 90012
213-788-4842
Monterey
80 Garden Court
Suite 240
Monterey, California 93940
831-333-0310
Oakland
66 Franklin Street
Suite 300
Oakland, California 94607
510-834-4455
Palm Springs
777 East Tahquitz Canyon Way
Suite 200-127
Palm Springs, California 92262
760-203-5120
Riverside
11801 Pierce Street
Suite 200
Riverside, California 92505
951-405-0979
Sacramento
601 University Avenue
Suite 221
Sacramento, California 95825
916-706-1374
San Diego
2445 5th Avenue
Suite 420
San Diego, California 92101
760-918-9444
San José
99 South Almaden Boulevard
Suite 600-182
San José, California 95113
408-577-3008
San Luis Obispo
899 Pacific Street
Suite 100
San Luis Obispo, California 93401
805-547-0900
Santa Barbara
319 East Carrillo Street
Suite 105
Santa Barbara, California 93101
805-319-4092
Ventura (Headquarters)
2060 Knoll Drive
Ventura, California 93003
805-644-4455
rev 9-2026
EXHIBIT B
PROFESSIONAL CONSULTANT SERVICES
INSURANCE REQUIREMENTS
Without limiting CONSULTANT’S indemnification of CITY, and prior to commencement of Work, CONSULTANT shall obtain, provide, and maintain at its own expense during the Term of this Agreement, policies of insurance of the type and amounts described below, and in a form satisfactory to CITY.
A. General liability insurance. CONSULTANT shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than One Million Dollars ($1,000,000) per occurrence, Two Million Dollars ($2,000,000) general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.
B. Automobile liability insurance. CONSULTANT shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the CONSULTANT arising out of or in connection with work to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than One Million Dollars ($1,000,000) combined single limit for each accident.
C. Professional liability (errors & omissions) insurance. CONSULTANT shall maintain professional liability insurance that covers the services to be performed in connection with this Agreement, in the minimum amount of One Million Dollars ($1,000,000) per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the Effective Date of this Agreement and CONSULTANT agrees to maintain continuous coverage through a period no less than three (3) years after completion of the services required by this Agreement.
D. Workers’ compensation insurance. CONSULTANT shall maintain workers’ compensation insurance (Statutory Limits) and employer’s liability insurance (with limits of at least One Million Dollars ($1,000,000)).
E. CONSULTANT shall submit to CITY, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of CITY, its officers, agents, employees, and volunteers.
F. Umbrella or excess liability insurance. CONSULTANT shall obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal injury, and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability, automobile liability, and employer’s liability. Such policy or policies shall include the following terms and conditions:
(i) A drop-down feature requiring the policy to respond if any primary insurance that would otherwise have applied proves to be uncollectible in whole or in part for any reason; (ii) Pay on behalf of wording as opposed to reimbursement; (iii) Concurrency of effective dates with primary policies; (iv) Policies shall “follow form” to the underlying primary policies; and (v) Insureds under primary policies shall also be insureds under the umbrella or excess policies.
Other Provisions or Requirements
rev 9-2026
A. Proof of insurance. CONSULTANT shall provide certificates of insurance to CITY as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by CITY’S Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with CITY at all times during the Term of this Agreement. CITY reserves the right to require complete, certified copies of all required insurance policies, at any time.
B. Duration of coverage. CONSULTANT shall procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the work hereunder by CONSULTANT, his agents, representatives, employees, or subconsultants.
C. Primary/noncontributing. Coverage provided by CONSULTANT shall be primary and any insurance or self-insurance procured or maintained by CITY shall not be required to contribute to it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of CITY before the CITY’S own insurance or self-insurance shall be called upon to protect it as a named insured.
D. CITY’S rights of enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, CITY has the right but not the duty to obtain the insurance it deems necessary, and any premium paid by CITY will be promptly reimbursed by CONSULTANT or CITY will withhold amounts sufficient to pay premium from CONSULTANT payments. In the alternative, CITY may cancel this Agreement.
E. Acceptable insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VI (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the CITY’S Risk Manager.
F. Waiver of subrogation. All insurance coverage maintained or procured pursuant to this Agreement shall be endorsed to waive subrogation against CITY, its elected or appointed officers, agents, officials, employees, and volunteers or shall specifically allow CONSULTANT or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss.
CONSULTANT hereby waives its own right of recovery against CITY and shall require similar written express waivers and insurance clauses from each of its subconsultants.
G. Enforcement of contract provisions (non estoppel). CONSULTANT acknowledges and agrees that any actual or alleged failure on the part of CITY to inform CONSULTANT of non-compliance with any requirement imposes no additional obligations on CITY nor does it waive any rights hereunder.
H. Requirements not limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits, or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any Party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the CONSULTANT maintains higher limits than the minimums shown above, the CITY requires and shall be entitled to coverage for the higher limits maintained by the CONSULTANT. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the CITY.
rev 9-2026
I. Notice of cancellation. CONSULTANT agrees to oblige its insurance agent or broker and insurers to provide to CITY with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
J. Additional insured status. General liability policies shall provide or be endorsed to provide that CITY and its officers, officials, employees, agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies.
K. Prohibition of undisclosed coverage limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to CITY and approved of in writing.
L. Separation of insureds. A severability of interests provision must apply to all additional insureds ensuring that CONSULTANT’S insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions.
M. Pass through clause. CONSULTANT agrees to ensure that its subconsultants, subcontractors, and any other party involved with the PROJECT who is brought onto or involved in the PROJECT by CONSULTANT, provide the same minimum insurance coverage and endorsements required of CONSULTANT. CONSULTANT agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. CONSULTANT agrees that upon request, all agreements with consultants, subcontractors, and others engaged in the PROJECT will be submitted to CITY for review.
N. CITY’s right to revise specifications. CITY reserves the right at any time during the term of the Agreement to change the amounts and types of insurance required by giving the CONSULTANT ninety (90) days advance written notice of such change. If such change results in substantial additional costs to the CONSULTANT, CITY and CONSULTANT may renegotiate CONSULTANT’S compensation.
O. Self-insured retentions. Any self-insured retentions must be declared to and approved by CITY. CITY reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by CITY.
P. Timely notice of claims. CONSULTANT shall give CITY prompt and timely notice of claims made or suits instituted that arise out of or result from CONSULTANT’S performance under this Agreement, and that involve or may involve coverage under any of the required liability policies.
Q. Additional insurance. CONSULTANT shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work.
rev 9-2026
EXHIBIT C
PROFESSIONAL CONSULTANT SERVICE
CITY OF GROVER BEACH
DISCLOSURE OF CONFLICT OF INTEREST
Explanation:
Signature
Date
Name
Company
Address
Additional page(s) attached.
City, State, Zip
YES* NO
1 Are you currently in litigation with the City of Grover Beach or any of its agents?
2 Do you represent any firm, organization or person who is in litigation with the City of Grover Beach?
3 Do you currently represent or perform work for any clients who do business with the City of Grover Beach?
4 Are you or any of your principals, managers or professionals, owners or investors in a business which does business with the City of Grover Beach, or in a business which is in litigation with the City of Grover Beach? 5 Are you or any of your principals, managers or professionals, related by blood or marriage to any City of Grover Beach employee who has any significant role in the subject matter of this service? 6 Do you or any of your subcontractors have, or expect to have, any interest, direct or indirect, in any other contract in connection with this Project? * If the answer to any question is yes, please explain in full below.
September 23, 2026
Digitally signed by Brenna Weatherby
DN: O="Rincon Consultants, Inc.", CN=Brenna
Weatherby, [email protected]
Reason: I am the author of this document
Location:
Date: 2026.09.23 09:16:21-07'00'
Foxit PDF Editor Version: 2024.2.0
Brenna
Weatherby