PLEASE DOWNLOAD THE AGENDA DOCUMENT FOR
INSTRUCTIONS ON HOW TO PARTICIPATE IN THE MEETING
Meeting Agenda
CC241028_AGENDA.PDF
Item 1B2
Approve Warrants
CC241028_ITEM 1B2.PDF
Item 1B3
Approval of Minutes
CC241028_ITEM 1B3.PDF
Item 1B4
Investment Report for the Month Ending September 30, 2024 CC241028_ITEM 1B4.PDF
Item 1B5
Amendment with California Skateparks
CC241028_ITEM 1B5.PDF
Item 1B6
Professional Services Agreements for Contract Planning Services CC241028_ITEM 1B6.PDF
Item 5A
Amendment to Parking Fine Schedule
1. Documents:
2. Documents:
3. Documents:
4. Documents:
5. Documents:
6. Documents:
7. Documents:
Item 5A
Amendment to Parking Fine Schedule
CC241028_ITEM 5A.PDF
Item 6A
Malibu Community Lands Outreach & Engagement Outcomes Report Review and Prioritization of Projects
CC241028_ITEM 6A_REDUCED.PDF
Item 6B
Strategic Workplan Fiscal Year 2024-25 (Continued from October 14, 2024) CC241028_ITEM 6B.PDF
Item 7A
Malibu Film Society Update and Fee Waiver Request
CC241028_ITEM 7A.PDF
Item 7B
Veterans Day Recognition Ceremony Fee Waiver
CC241028_ITEM 7B.PDF
Item 7C
Road Race Agreement
CC241028_ITEM 7C.PDF
Item 7D
Discussion and review of the Mobilehome Park Rent Stabilization Commission and the Mobilehome Park Rent Control Regulations
CC241028_ITEM 7D.PDF
Item 7E
7. Documents:
8. Documents:
9. Documents:
10. Documents:
11. Documents:
12. Documents:
13. Documents:
14. CC241028_ITEM 7D.PDF
Item 7E
Appropriation of Office of Traffic Safety (OTS) Grant Funds for Enforcement Operations and Public Education Campaign (Continued from October 14, 2024) CC241028_ITEM 7E.PDF
CC241028_ITEM 7E_SUPPLEMENTAL.PDF
Documents:
14. Documents:
HOW TO VIEW THE MEETING: The meeting will be live streamed at www.malibucity.org/video and via Zoom Webinar.
HOW TO PARTICIPATE BEFORE THE MEETING: Members of the public are encouraged to submit email correspondence to [email protected] before the meeting begins.
HOW TO PARTICIPATE IN-PERSON DURING THE MEETING: Members of the public may speak during the meeting in-person or through the Zoom application. In order to participate in-person, each speaker must complete and submit to the Recording Secretary a Request to Speak form. In-person participants may also surrender their opportunity to speak on a particular item to defer one minute to another in-person speaker.
HOW TO PARTICIPATE REMOTELY DURING THE MEETING: Members of the public may speak during the meeting in-person or through the Zoom application. In order to participate remotely, you must be present in the Zoom Webinar during the item that you would like to speak on and use the Raise Hand feature to request to speak when the Mayor calls the item. When you join the Zoom Webinar you may see a pop-up asking you to enter an email address, but a valid email address is not required. Be advised that those participating via Zoom do so at their own risk; remote participants should not expect the meeting to be cancelled or continued due the inability of some members of the public to access the remote meeting.
Malibu City Council
Regular Meeting Agenda
Monday, October 28, 2024
4:30 P.M. - CLOSED SESSION
City Hall – Council Chambers (call to order)
Westward Room (closed session)
23825 Stuart Ranch Road
5:30 P.M. – CITY COUNCIL REGULAR MEETING
City Hall – Council Chambers
23825 Stuart Ranch Road
Zoom Webinar Link:
https://us02web.zoom.us/j/89659894570
Four-thirty p.m. Convene for Purpose of Closed Session
Call to Order – Mayor (Council Chambers)
Public Comment on Closed Session Items
Recess to Closed Session (to be held in the Westward Room) This time has been set aside for the City Council to meet in a closed session to discuss matters pursuant to Government City Council Regular Meeting Agenda Page - 2 - October 28, 2024 Code Sections 54956.8 and 54956.9. Based on the advice of the City Attorney, discussion in open session concerning these matters would prejudice the position of the City in this litigation. The City Attorney will give an additional oral report regarding the Closed Session at the beginning of the next regular City Council meeting. At the conclusion of the Closed Session, the Council may continue any item listed on the Closed Session agenda to the Open Session agenda for discussion or to take formal action as it may deem appropriate.
Conference with Legal Counsel – Anticipated Litigation
1. Initiation of litigation pursuant to paragraph (4) of subdivision (d) of Government Code section 54956.9
Number of potential cases: (2)
CONFERENCE WITH REAL PROPERTY NEGOTIATORS
1. Properties: APN 4459-004-001
APN 4459-004-004
APN 4459-005-001
APN 4459-005-003
APN 4459-005-013
Agency Negotiator: Councilmembers Marianne Riggins and Doug Stewart Negotiating Parties: EQ Property Holdings LLLP
Under Negotiation: Price and terms of payment
Five-thirty p.m. Regular Session
Call to Order - Mayor
Roll Call - Recording Secretary
Pledge of Allegiance
Closed Session Report
Report on Posting of Agenda – October 18, 2024
Approval of Agenda
1. Consent Calendar
Items in Consent Calendar Section A have already been considered by the Council at a previous meeting where the public was invited to comment, after which a decision was made. Resolutions concerning decisions made at previous meetings are for the purpose of memorializing the decision to assure the accuracy of the findings, the prior vote, and any conditions imposed. Items in Consent Calendar Section B have not been discussed previously by the Council. Members of the public may comment on the consent calendar as a whole. After public comment, the Council may remove items from the Consent Calendar for individual consideration before adopting the Consent Calendar.
A. Previously Discussed Items
None.
B. New Items
City Council Regular Meeting Agenda Page - 3 - October 28, 2024
1. Waive Further Reading
Recommended Action: After the City Attorney has read the title, waive full reading of ordinances considered on this agenda for introduction on first reading and/or second reading and adoption.
Staff Contact: Interim City Attorney Rusin, 456-2489, ext. 228
2. Approve Warrants
Recommended Action: Allow and approve warrant demand numbers 73861-74020 on the register from the General Fund and direct the City Manager to pay out the funds to each of the claimants listed in Warrant Register No. 756 in the amount of the warrant appearing opposite their names, for the purposes stated on the respective demands in a total amount of $3,158,008.68. City of Malibu payroll check number 5486-5487 and ACH deposits were issued in the amount of $437,903.70.
Staff Contact: Assistant City Manager Toney, 456-2489, ext. 224
3. Approval of Minutes
Recommended Action: Approve the minutes for the September 4, 2024 Special meeting and September 9, 2024 Regular meeting.
Staff Contact: City Clerk Pettijohn, 456-2489, ext. 228
4. Investment Report for the Month Ending September 30, 2024 Recommended Action: Receive the Investment Report for the month ending September 30, 2024.
Staff Contact: Assistant City Manager Toney, 456-2489, ext. 224
5. Amendment with California Skateparks
Recommended Action: Authorize the Mayor to execute Amendment No. 4 to the Professional Services Agreement with California Skateparks in the amount of $29,100 for City design services and $50,400 for design services related to the 600 Spring Settlement Agreement.
Staff Contact: Community Services Director Riesgo, 456-2489, ext. 350
6. Professional Services Agreements for Contract Planning Services Recommended Action: 1) Authorize the Mayor to execute a professional services agreement with 4Leaf, Inc. for contract planning services; 2) Authorize the Mayor to execute a professional services agreement with Capstone City Planning for contract planning services; and 3) Authorize the Mayor to execute a professional services agreement with CSG Consultants, Inc. for contract planning services.
Staff Contact: Interim Planning Director Tamuri, 456-2489, ext. 346 City Council Regular Meeting Agenda Page - 4 - October 28, 2024
2. Ceremonial/Presentations
A. Presentation of Commendation to Tom Schaar in Recognition of his Silver Medal in Skateboarding at the 2024 Summer Olympics
3. Commission / Committee / City Manager Updates
4. Written and Oral Communications from the Public (Subsequent items to be heard after 6:30 p.m.) The Oral Communication portion of the agenda is for members of the public to present items, which are not listed on the agenda but are under the subject matter jurisdiction of the City Council. No action may be taken under, except to direct staff, unless the Council, by a two-thirds vote, determines that there is a need to take immediate action and that need came to the attention of the City after the posting of the agenda. Although no action may be taken, the Council and staff will follow up, at an appropriate time, on those items needing response.
A. Communications from the Public concerning matters which are not on the agenda but for which the City Council has subject matter jurisdiction. City Council may not act on these matters except to refer the matters to staff or schedule the matters for a future agenda.
B. City Council Subcommittee reports / Mayor and Councilmember meeting attendance, reports and inquiries
5. Ordinances and Public Hearings
For Public Hearings involving zoning matters the appellant and applicant will be given 15 minutes each to present their position to the City Council, including rebuttal time.
A. Amendment to Parking Fine Schedule
Recommended Action: 1) Conduct the Public Hearing; 2) Adopt Resolution No. 24-55 amending the City’s Schedule of Parking Citation Penalties, rescinding Resolution No. 22-11, and finding the action to be exempt from the California Environmental Quality Act.
Staff Contact: Public Safety Director Dueñas, 456-2489, 313
6. Old Business
Old Business items have appeared on previous agendas with no final action having been taken.
A. Malibu Community Lands Outreach & Engagement Outcomes Report Review and Prioritization of Projects
Recommended Action: 1) Receive and file Malibu Community Lands Outreach and Engagement Outcomes Report; and 2) Identify Uses and Prioritize Projects Based on Outcomes Report.
Staff Contact: Deputy City Manager Brown, 456-2489, ext. 300 B. Strategic Workplan Fiscal Year 2024-25 (Continued from October 14, 2024) Recommended Action: Adopt the Strategic Workplan for Fiscal Year 2024-25.
Staff Contact: Deputy City Manager Brown, 456-2489, ext. 300
City Council Regular Meeting Agenda Page - 5 - October 28, 2024
7. New Business
New Business items are appearing for the first time for formal action.
A. Malibu Film Society Update and Fee Waiver Request
Recommended Action: 1) Receive report on the outcomes of the Malibu Film Society film series at City Hall; and 2) Consider whether to approve the Malibu Film Society request to conduct five film screenings with a fee waiver from January to June 2025.
Staff Contact: Community Services Director Riesgo, 456-2489, ext. 350 B. Veterans Day Recognition Ceremony Fee Waiver
Recommended Action: Consider whether to approve a request from The Malibu Navy League to waive the facility use and staffing fees and incur event costs for the Veterans Day Recognition Ceremony.
Staff Contact: Community Services Director Riesgo, 456-2489, ext. 350 C. Road Race Agreement
Recommended Action: At the recommendation of the Road Race Ad Hoc Committee, approve the Road Race Agreement with Zuma Foundation Inc.
Staff Contact: Community Services Director Riesgo, 456-2489, ext. 350 D. Discussion and review of the Mobilehome Park Rent Stabilization Commission and the Mobilehome Park Rent Control Regulations
Recommended Action: 1) Review the current standing of the Mobilehome Park Rent Stabilization Commission; and 2) Provide direction to staff as needed.
Staff Contact: Deputy City Manager Brown, 456-2489, ext. 300 E. Appropriation of Office of Traffic Safety (OTS) Grant Funds for Enforcement Operations and Public Education Campaign (Continued from October 14, 2024) Recommended Action: 1) Appropriate $460,000 from the General Fund Undesignated Reserve ($325,000 to Account Number 100-7002-5100 (Media Operations, Professional Services) and $135,000 to Account Number 100-7021-5115 (Public Safety, L.A. Co. Sheriff’s Services)), for the Office of Traffic Safety (OTS) Grant Funds; and 2) Authorize the Mayor to execute Professional Services Agreement with That’s the Sound! Productions, in the amount of $325,000.
Staff Contact: Deputy City Manager Brown, 456-2489, ext. 300
8. Council Items
City Council Items are items, which individual members of the City Council may bring up for action, to propose future agenda items or to suggest future staff assignments.
None.
Adjournment
City Council Regular Meeting Agenda Page - 6 - October 28, 2024 Future Meetings
Tuesday, November 12, 2024 5:30 p.m. Regular City Council Meeting City Hall Council Chambers Monday, November 25, 2024 5:30 p.m. Regular City Council Meeting City Hall Council Chambers Monday, December 9, 2024 5:30 p.m. Regular City Council Meeting City Hall Council Chambers Guide to the City Council Proceedings and Decorum
Public Communications: Each speaker is limited to three (3) minutes. Members of the public may speak during the meeting in-person or through the Zoom application. In order to participate remotely, you must be present in the Zoom Webinar during the item that you would like to speak on and use the Raise Hand feature to request to speak when the Mayor calls the item. In order to participate in-person, each speaker must complete and submit to the Recording Secretary a Request to Speak form prior to the beginning of the item being announced by the Mayor. In-person participants may surrender their time by deferring one (1) minute to another in-person speaker, not to exceed a total of eight (8) minutes.
The speaker wishing to defer time must be present when the item is heard and their form must be submitted with the speaker form for the individual they are deferring time to. Speakers are taken in the order slips are submitted or hands are raised.
On specific agenda items Councilmembers may question any person addressing the City Council at the conclusion of all public testimony on that agenda item before the Council. Councilmembers shall not engage any member of the public in a dialogue with themselves other Councilmembers, city staff or other members of the public.
Role of the Presiding Officer: The presiding officer of the City Council, who shall be the Mayor, shall be responsible for maintaining the order and decorum of meetings. It shall be the duty of the presiding officer to ensure that these rules of procedure and decorum are followed at all times. The presiding officer shall maintain control of communication between Councilmembers, between the Council and the public, and chair each meeting in a fair and impartial manner. It shall be the duty of each Councilmember to support the presiding officer in maintaining the order and decorum of Council meetings.
Members of the Audience: Members of the audience shall not engage in disorderly or boisterous conduct, including clapping, whistling, stamping of feet, or other acts which disturb, disrupt, impede or otherwise disturb the orderly conduct of the City Council meeting. Persons addressing the City Council shall not engage in disorderly conduct which disrupts, or otherwise impedes the orderly conduct or Council meetings. Any person who so disrupts a Council meeting may, at the discretion of the presiding officer or a majority of the City Council, be subject to ejection from that meeting.
No new items will be taken-up after 10:30 p.m. without a two-thirds vote of the City Council.
City Council meetings are aired live and replayed on City of Malibu Government Access Channel 3 and are available on demand on the City’s website at www.malibucity.org/video. Copies of the staff reports or other written documentation relating to each item of business described above are on file in the office of the City Clerk, Malibu City Hall, 23825 Stuart Ranch Road, Malibu, California, and are available for public inspection during regular office hours, which are 7:30 a.m. to 5:30 p.m. Monday through Thursday and 7:30 a.m. to 4:30 p.m. Friday. Written materials distributed to the City Council within 72 hours of the City Council meeting are available for public inspection immediately upon distribution in the City Clerk's office at 23825 Stuart Ranch Road, Malibu, California (Government Code Section 54957.5.b.2). Copies of staff reports and written materials may be purchased for $0.10 per page.
The City Hall phone number is (310) 456-2489. To contact City Hall using a telecommunication device for the deaf (TDD), please call (800) 735-2929 and a California Relay Service operator will assist you. In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact Environmental Sustainability Director Yolanda Bundy, (310) 456-2489, ext. 229. Notification 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting. [28 CFR 35.102-35.104 ADD Title II].
Requests to show an audio or video presentation during a Council meeting should be directed to the Media Team at [email protected]. Material must be submitted by 12:00 p.m. on the meeting day.
City Council Regular Meeting Agenda Page - 7 - October 28, 2024 I hereby certify under penalty of perjury, under the laws of the State of California that the foregoing agenda was posted in accordance with the applicable legal requirements. Regular and Adjourned Regular meeting agendas may be amended up to 72 hours in advance of the meeting. Dated this 18th day of October 2024 at 8:30 p.m.
Kelsey Pettijohn, City Clerk
WARRANT REGISTER NO. 756
On October 28, 2024, the Malibu City Council allowed and approved warrant demand numbers 73861-74020 from the General Fund. The City Manager is hereby directed to pay out the funds named hereon to each of the claimants listed, the amount appearing opposite their name for the purpose stated on the respective demands, making a total of $3,158,008.68. City of Malibu payroll check numbers 5486-5487 and ACH deposits were issued in the amount of $437,903.70.
PASSED, APPROVED and ADOPTED this 28th day of October 2024. ____________________________________________
Doug Stewart
Mayor
ATTEST:
____________________________________________
Kelsey Pettijohn
City Clerk
CERTIFICATE
In accordance with Government Code Sections 37202 and Malibu Municipal Code 3.08.050, I hereby certify that: (1) the claims or demands set forth in the warrant register(s) listed below and attached hereto and incorporated herein by this reference in the aggregate amount of $3,595,912.38 have been audited as to their accuracy; and (2) sufficient funds have been appropriated by the City Council and are available for the payment thereof.
EXECUTED this 17th day of October 2024, AT MALIBU, CALIFORNIA ______________________________________________
Steve McClary
City Manager
City Council Meeting
10-28-24
Item
1.B.2.
Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Accounts Payable
User:
Printed:
sflores
10/16/2024 8:33 AM
Checks by Date - Summary by Check Number
Check No Vendor No Vendor Name Check Date Void Checks Check Amount 73861 13STARS 13 STARS MEDIA 10/03/2024 0.00 4,020.00
73862 ACMEVALL ACME VALLEY SECURITY SERVICES, INC. 10/03/2024 0.00 4,315.00 73863 BBK BEST BEST & KRIEGER LLP 10/03/2024 0.00 73,625.30 73864 BRUREALT BRUIN REALTY LLC 10/03/2024 0.00 528.00
73865 BURNS BURNS PACIFIC CONSTRUCTION INC 10/03/2024 0.00 120,565.76 73866 CAHIGH DEPT OF THE CA HIGHWAY PATROL 10/03/2024 0.00 168,279.97 73867 CALBO CALIFORNIA BUILDING OFFICIALS 10/03/2024 0.00 2,505.00 73868 CASTRATE CALIFORNIA STRATEGIES & ADVOCACY LLC 10/03/2024 0.00 12,500.00 73869 CAWILDL CALIFORNIA WILDLIFE CENTER 10/03/2024 0.00 10,000.00 73870 CIVICSO CIVIC SOLUTIONS INC 10/03/2024 0.00 15,217.50 73871 COASTALW JOSEPH D SMITH 10/03/2024 0.00 52,291.50 73872 COOKALI ALLISON COOK 10/03/2024 0.00 21,900.00
73873 CORTAZZO CHRISTOPHER CORTAZZO 10/03/2024 0.00 16,398.00 73874 COTTON COTTON, SHIRES & ASSOCIATES INC 10/03/2024 0.00 79,694.75 73875 CRPRINT CR PRINT 10/03/2024 0.00 3,367.88
73876 CSGCON CSG CONSULTANTS INC 10/03/2024 0.00 31,348.75 73877 DAPEERR DAPEER ROSENBLIT & LITVAK LLP 10/03/2024 0.00 40.00 73878 DUBOUX ROB DUBOUX 10/03/2024 0.00 2,295.05
73879 ENTELEGE ENTELEGENT SOLUTIONS INC 10/03/2024 0.00 225.44 73880 IPC INC INTEGRATED PERFORMANCE CONSULTANTS INC 10/03/2024 0.00 8,638.25 73881 JACOBGRE JACOB GREEN & ASSOCIATES INC 10/03/2024 0.00 1,560.00 73882 JLEEENG JLEE ENGINEERING INC 10/03/2024 0.00 13,600.00 73883 KIMLEY KIMLEY-HORN AND ASSOCIATES INC 10/03/2024 0.00 33,475.00 73884 LACOSHE LA CO SHERIFF'S DEPARTMENT 10/03/2024 0.00 1,152,738.78 73885 LAEPREP LA EMERGENCY PREPAREDNESS FOUNDATION 10/03/2024 0.00 100,000.00 73886 LASERTE LASER TECHNOLOGY INC 10/03/2024 0.00 460.29 73887 LIVESCAN PAIGE S APAR 10/03/2024 0.00 220.00
73888 LNICUST LNI CUSTOM MANUFACTURING INC 10/03/2024 0.00 1,270.50 73889 MALICOM MALIBU COMMUNITY LABOR EXCHANGE 10/03/2024 0.00 816.00 73890 MALIMONA MALIBU MONARCH PROJECT 10/03/2024 0.00 3,500.00 73891 MASTERCO MASTER COOLING CORPORATION 10/03/2024 0.00 18.35 73892 MATRIX MATRIX CONSULTING GROUP LTD 10/03/2024 0.00 3,812.00 73893 MNS MNS ENGINEERS INC 10/03/2024 0.00 1,855.00
73894 MRGLLC MUNICIPAL RESOURCE GROUP LLC 10/03/2024 0.00 9,000.00 73895 NEWBULLC NEW IN THE BU LLC 10/03/2024 0.00 442.59 73896 PARKERB JOYCE PARKER-BOZYLINSKI 10/03/2024 0.00 12,950.00 73897 PARSARS PUBLIC AGENCY RETIREMENT SVCS 10/03/2024 0.00 300.00 73898 QUIOCT OCTAVIO QUINONEZ 10/03/2024 0.00 276.84
73899 RINCONC RINCON CONSULTANTS INC 10/03/2024 0.00 19,085.32 73900 SAFETPRO ETC BUILDING & DESIGN INC 10/03/2024 0.00 2,000.00 73901 SHALOMIN SHALOM INSTITUTE 10/03/2024 0.00 10,000.00 73902 SOCALRAD WILLIAM F DUNABLE 10/03/2024 0.00 405.00 73903 SOUTHE SOUTHERN CALIFORNIA EDISON COMPANY 10/03/2024 0.00 508.00 73904 SPRING SPRINGBROOK HOLDING COMPANY LLC10/03/2024 0.00 283.50 73905 STAROM ROMAN STAUSS 10/03/2024 0.00 6,604.00
73906 TORO TORO ENTERPRISES INC 10/03/2024 0.00 455,669.64 73907 WESTCO WESTCO CONTRACTORS INC 10/03/2024 0.00 187.50 AP Checks by Date - Summary by Check Number (10/16/2024 8:33 AM) Page 1 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Check No Vendor No Vendor Name Check Date Void Checks Check Amount 73908 13STARS 13 STARS MEDIA 10/07/2024 0.00 52.02
73909 ACCESS ACCESS INFORMATION INTERMEDIATE HOLDINGS 1 LLC 10/07/2024 0.00 1,730.21 73910 AMIRIKMA MAHAN AMIRKIAN 10/07/2024 0.00 79.35
73911 AMTECH PACIFIC COAST ELEVATOR CORP 10/07/2024 0.00 833.97 73912 APPLE APPLEONE 10/07/2024 0.00 1,521.60
73913 ARCIR ARC DOCUMENT SOLUTIONS LLC 10/07/2024 0.00 33.27 73914 BLUEBEAM BLUEBEAM INC 10/07/2024 0.00 5,500.00
73915 CDTFA2 CALIFORNIA DEPARTMENT OF TAX & FEE ADMINISTRATION 10/07/2024 0.00 320.82 73916 CHEVRON2 WRIGHT EXPRESS FSC WEX BANK 10/07/2024 0.00 1,812.55 73917 CJBIOMON COURTNEY JEAN MCCAMMON 10/07/2024 0.00 12,616.00 73918 COMMRE COMMUNICATIONS RELAY LLC 10/07/2024 0.00 450.00 73919 ELESCO EMERGENCY LIGHTING EQUIPMENT SERVICE COMPANY INC c 10/07/2024 0.00 1,400.00 73920 ERNST JASON ERNST 10/07/2024 0.00 27.34
73921 EXCELOFF EXCEL OFFICE SERVICES 10/07/2024 0.00 1,320.70 73922 FREEA ALICIA FREEMAN 10/07/2024 0.00 419.02
73923 FRONTIER FRONTIER CALIFORNIA INC 10/07/2024 0.00 1,778.48 73924 HDSUPPLY HD SUPPLY INC 10/07/2024 0.00 580.24
73925 iRIS LORRIE FEINBERG 10/07/2024 0.00 776.25
73926 KONICA KONICA MINOLTA BUSINESS SOLUTIONS USA INC 10/07/2024 0.00 28,504.50 73927 LACOANI LA CO ANIMAL CARE & CONTROL 10/07/2024 0.00 11,069.99 73928 LACOCLE LA COUNTY REGISTRAR-RECORDER LA CO CLERK 10/07/2024 0.00 75.00 73929 LACOCLE LA COUNTY REGISTRAR-RECORDER LA CO CLERK 10/07/2024 0.00 75.00 73930 LACOCLE LA COUNTY REGISTRAR-RECORDER LA CO CLERK 10/07/2024 0.00 75.00 73931 LACOCLE LA COUNTY REGISTRAR-RECORDER LA CO CLERK 10/07/2024 0.00 75.00 73932 LACOCLE LA COUNTY REGISTRAR-RECORDER LA CO CLERK 10/07/2024 0.00 75.00 73933 LACOCLE LA COUNTY REGISTRAR-RECORDER LA CO CLERK 10/07/2024 0.00 75.00 73934 LACOCLE LA COUNTY REGISTRAR-RECORDER LA CO CLERK 10/07/2024 0.00 75.00 73935 LACOCLE LA COUNTY REGISTRAR-RECORDER LA CO CLERK 10/07/2024 0.00 75.00 73936 LACOCLE LA COUNTY REGISTRAR-RECORDER LA CO CLERK 10/07/2024 0.00 75.00 73937 LACOREGI REGISTRAR-RECORDER/COUNTY CLERK10/07/2024 0.00 82.00 73938 MASTERCO MASTER COOLING CORPORATION 10/07/2024 0.00 982.99 73939 PACIFICP PACIFIC PRODUCTION SERVICES INC 10/07/2024 0.00 1,000.00 73940 PEOPCON OCEAN PARK COMMUNITY CENTER 10/07/2024 0.00 34,972.00 73941 RANDALLM MARNY RANDALL 10/07/2024 0.00 528.00
73942 RIDELI ELIZABETH RIDDICK 10/07/2024 0.00 261.42
73943 RODJESS JESSE RODRIGUEZ 10/07/2024 0.00 413.39
73944 SCEDISO SOUTHERN CALIFORNIA EDISON COMPANY 10/07/2024 0.00 440.47 73945 STAPLES STAPLES CONTRACT & COMMERCIAL LLC 10/07/2024 0.00 187.10 73946 TESLAENE TESLA ENERGY OPERATIONS INC 10/07/2024 0.00 950.40 73947 TMOBILE T-MOBILE USA INC 10/07/2024 0.00 482.10
73948 TOSHIBA US BANK NATIONAL ASSOCIATION 10/07/2024 0.00 1,424.06 73949 WILLDAN WILLDAN ENGINEERING 10/07/2024 0.00 4,980.00 73950 13STARS 13 STARS MEDIA 10/07/2024 0.00 268.00
73951 4IMPRINT 4IMPRINT INC 10/07/2024 0.00 342.96
73952 ANAWALT ANAWALT LUMBER CO INC 10/07/2024 0.00 37.92 73953 CCAC3 CITY CLERKS ASSOCIATION OF CA 10/07/2024 0.00 250.00 73954 DAY2 DAY 2 PRODUCTIONS LLC 10/07/2024 0.00 250.00 73955 ERICMARK MARKUS ERICSON 10/07/2024 0.00 180.00
73956 GIINDUS GI INDUSTRIES 10/07/2024 0.00 7,600.48
73957 HALDON DONALD HALFERTY 10/07/2024 0.00 250.00
73958 HAMAND ANDREA HAMMER 10/07/2024 0.00 250.00
73959 HASSNAT NATHAN HASSALL 10/07/2024 0.00 150.00
73960 HOSSHA SHAHBOD HOSSEINI 10/07/2024 0.00 50.00
73961 KOERON RONALB B. KOERTGE 10/07/2024 0.00 150.00
73962 KRUCLA CLAUDIA KRUSE 10/07/2024 0.00 440.00
73963 LACOWAT LA CO MALIBU TREASURER-WATERWORKS 10/07/2024 0.00 10,744.94 73964 MALIBUFI MALIBU FILM SOCIETY 10/07/2024 0.00 981.00 AP Checks by Date - Summary by Check Number (10/16/2024 8:33 AM) Page 2 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Check No Vendor No Vendor Name Check Date Void Checks Check Amount 73965 MMARLINS MALIBU MARLINS SWIM CLUB 10/07/2024 0.00 5,931.10 73966 RIVTAT TATIANA RIVERA 10/07/2024 0.00 50.00
73967 STOVER STOVER SEED COMPANY 10/07/2024 0.00 2,463.76 73968 THEPIT MALIBU MARTIAL ARTS, INC 10/07/2024 0.00 250.00 73969 TOTALGRA BRIAN SHORE 10/07/2024 0.00 112.24
73970 VALLEYBA VALLEY BACKFLOW INC. 10/07/2024 0.00 170.00 73971 VENTTRA VENTURA TRANSIT SYSTEM, INC. 10/07/2024 0.00 8,996.00 73972 VISION VISIONS ADOLESCENT TREATMENT CENTER 10/07/2024 0.00 100.00 73973 ICMA457 ICMA-MISSION SQUARE RETIREMENT - 303615 10/09/2024 0.00 18,821.18 73974 ICMACM ICMA-MISSION SQUARE RETIREMENT - 108658 10/09/2024 0.00 600.00 73975 ICMADH ICMA-MISSION SQUARE RETIREMENT - 108650 10/09/2024 0.00 875.00 73976 USBANK2 US BANK 10/09/2024 0.00 1,140.38
73977 13STARS 13 STARS MEDIA 10/10/2024 0.00 536.00
73978 ACCOUNTE OFFICE TEAM A ROBERT HALF COMPANY10/10/2024 0.00 3,584.00 73979 ADVANTAN MAP COMMUNICATIONS INC I 10/10/2024 0.00 291.69 73980 APPLE APPLEONE 10/10/2024 0.00 3,043.20
73981 AZURCAP AZUR CART & CAPTIONING 10/10/2024 0.00 1,559.25 73982 BBK BEST BEST & KRIEGER LLP 10/10/2024 0.00 117,695.62 73983 BEARCON BEAR CONTRACTORS INC 10/10/2024 0.00 255.00 73984 COOKALI ALLISON COOK 10/10/2024 0.00 2,928.75
73985 COTTON COTTON, SHIRES & ASSOCIATES INC 10/10/2024 0.00 39,373.38 73986 CRPRINT CR PRINT 10/10/2024 0.00 768.44
73987 DEPTCON DEPT OF CONSERVATION 10/10/2024 0.00 4,794.59 73988 FILMPERM FILM PERMITS UNLIMITED 10/10/2024 0.00 1,000.00 73989 FLOSAR SARINA FLORES 10/10/2024 0.00 35.04
73990 FOSTERFO FOSTER & FOSTER CONSULTING ACTUARIES INC 10/10/2024 0.00 1,700.00 73991 FREEA ALICIA FREEMAN 10/10/2024 0.00 49.05
73992 GIINDUS GI INDUSTRIES 10/10/2024 0.00 67.79
73993 GOVCONN GOVCONNECTION INC 10/10/2024 0.00 44.50
73994 GOVERNF GOVERNMENTAL FINANCIAL SERVICES10/10/2024 0.00 15,510.00 73995 IPERMIT IPERMIT 10/10/2024 0.00 166.23
73996 J&HENG J & H ENGINEERING GENERAL CONTRACTORS INC 10/10/2024 0.00 31,203.83 73997 KIMLEY KIMLEY-HORN AND ASSOCIATES INC 10/10/2024 0.00 3,675.00 73998 LACOCLE LA COUNTY REGISTRAR-RECORDER LA CO CLERK 10/10/2024 0.00 75.00 73999 LACOCLE LA COUNTY REGISTRAR-RECORDER LA CO CLERK 10/10/2024 0.00 75.00 74000 LACOCLE LA COUNTY REGISTRAR-RECORDER LA CO CLERK 10/10/2024 0.00 75.00 74001 LACOFIR LOS ANGELES COUNTY FIRE DEPARTMENT 10/10/2024 0.00 10,357.00 74002 MCMASTER MCMASTER-CARR SUPPLY COMPANY 10/10/2024 0.00 197.66 74003 MONJARAS MONJARAS AND WISMEYER GROUP INC10/10/2024 0.00 140.00 74004 NAICKERV VASUDEVAN NAICKER 10/10/2024 0.00 200.00 74005 NEWBURY NEWBURY PARK TREE SERVICE INC 10/10/2024 0.00 28,580.36 74006 NEXTIVA NEXTIVA INC 10/10/2024 0.00 4,290.82
74007 PEGASUS ROBERT MICHAEL SCHWIEGER 10/10/2024 0.00 6,000.00 74008 POINTDU POINT DUME LTD 10/10/2024 0.00 6,333.87
74009 RINCONC RINCON CONSULTANTS INC 10/10/2024 0.00 146,321.75 74010 RYLAND STLR CORPORATION 10/10/2024 0.00 16,985.00 74011 SCEDISO SOUTHERN CALIFORNIA EDISON COMPANY 10/10/2024 0.00 37,450.07 74012 SMASH SMASH ATHLETICS INC 10/10/2024 0.00 90.60
74013 SOLIDWA SOLID WASTE SOLUTIONS INC 10/10/2024 0.00 21,080.49 74014 STAPLES STAPLES CONTRACT & COMMERCIAL LLC 10/10/2024 0.00 839.54 74015 STAPLES STAPLES CONTRACT & COMMERCIAL LLC 10/10/2024 0.00 187.10 74016 TRIALL ALLEN TRIPOLSKIY 10/10/2024 0.00 94.20
74017 ULTMAINT ULTIMATE MAINTENANCE SERVICES INC10/10/2024 0.00 8,025.00 74018 USBANK5 US BANK 10/10/2024 0.00 2,667.50
74019 XEROXFIN XEROX CORPORATION 10/10/2024 0.00 687.50 74020 XEROXFIN XEROX CORPORATION 10/10/2024 0.00 519.20 AP Checks by Date - Summary by Check Number (10/16/2024 8:33 AM) Page 3 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Check No Vendor No Vendor Name Check Date Void Checks Check Amount Report Total (160 checks): 0.00 3,158,008.68
AP Checks by Date - Summary by Check Number (10/16/2024 8:33 AM) Page 4 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 User:
Printed: 10/16/2024 - 9:26AM
sflores
Transactions by Account
Batch: 00000.00.0000
Accounts Payable
Account Number Vendor Description GL Date Check No Amount PO No 100-0000-3202-00 LOS ANGELES COUNTY FIRE DEPARTMENT Fire District Film Permit Fee Jul-Sep '24 10/10/2024 74001 10,357.00 0000004335 Vendor Subtotal: 10,357.00
100-0000-3431-00 ELIZABETH RIDDICK Ref - PW Fee TN 24-0273, 6255 Paseo Cyn Dr10/07/2024 73942 254.00 Vendor Subtotal: 254.00
100-0000-3432-00 ROMAN STAUSS Ref - PW Fee TN 24-0037, 3620 Noranda Ln 10/03/2024 73905 3,810.00 100-0000-3432-00 ROMAN STAUSS Ref - PW Fee CDP 17-104, 3620 Noranda Ln 10/03/2024 73905 2,794.00 Vendor Subtotal: 6,604.00
100-0000-3461-00 MALIBU FILM SOCIETY Ref - Rental Fees Waived (2020) 10/07/2024 73964 981.00 Vendor Subtotal: 981.00
100-0000-3469-00 CLAUDIA KRUSE Ref - Intro to Skateboarding Fall '24 10/07/2024 73962 440.00 Vendor Subtotal: 440.00
100-3001-5120-00 BURNS PACIFIC CONSTRUCTION INC Task 6A: Other Maint - Aug '24 10/03/2024 73865 3,646.86 0000004309 100-3001-5120-00 BURNS PACIFIC CONSTRUCTION INC Tasks 7: Yard Rental - Aug '24 10/03/2024 73865 7,500.00 0000004309 100-3001-5120-00 BURNS PACIFIC CONSTRUCTION INC Tasks 1: Routine Maint - Aug '24 10/03/2024 73865 101,289.15 0000004309 Vendor Subtotal: 112,436.01
100-3001-5120-02 BURNS PACIFIC CONSTRUCTION INC Task 1: Summer Maint - Aug '24 10/03/2024 73865 3,698.82 0000004309 AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 1 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 3,698.82
100-3001-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY St Lighting - Aug '24 10/10/2024 74011 116.04 100-3001-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Rambla Light - Aug '24 10/10/2024 74011 28.97 100-3001-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY St Lighting - Aug '24 10/10/2024 74011 3,292.71 100-3001-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Webb Way Signal - Aug '24 10/10/2024 74011 187.35 100-3001-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Winter Cyn - Aug '24 10/10/2024 74011 87.35 100-3001-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Broad Beach - Aug '24 10/10/2024 74011 14.04 100-3001-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Cross Creek Rd Ped - Aug '24 10/10/2024 74011 13.57 Vendor Subtotal: 3,740.03
100-3001-5725-00 GI INDUSTRIES Garbage - Bus Stop/Cross Creek - Sep '24 10/07/2024 73956 2,492.85 100-3001-5725-00 GI INDUSTRIES Garbage - Bus Stop/Cross Creek - Aug '24 10/07/2024 73956 2,521.31 Vendor Subtotal: 5,014.16
100-3001-6160-00 BURNS PACIFIC CONSTRUCTION INC Task 6A: Operating Supplies - Aug '24 10/03/2024 73865 518.71 0000004309 100-3001-6160-00 BURNS PACIFIC CONSTRUCTION INC Task 1: Operating Supplies - Aug '24 10/03/2024 73865 3,912.22 0000004309 Vendor Subtotal: 4,430.93
100-3001-7800-00 LNI CUSTOM MANUFACTURING INCCross Creek Bus Shelter Glass Replacement 10/03/2024 73888 1,270.50 Vendor Subtotal: 1,270.50
100-3007-5610-00 INTEGRATED PERFORMANCE CONSULTANTS INC CCSTF Operation/Maint - Jul '24 10/03/2024 73880 3,913.00 0000003241 Vendor Subtotal: 3,913.00
100-3007-5610-01 INTEGRATED PERFORMANCE CONSULTANTS INC PCSTF Operation/Maint - Jul '24 10/03/2024 73880 3,913.00 0000003241 Vendor Subtotal: 3,913.00
100-3007-5655-00 INTEGRATED PERFORMANCE CONSULTANTS INC Remote Access Fee - Jul '24 10/03/2024 73880 200.00 0000003241 Vendor Subtotal: 200.00
AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 2 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No 100-3007-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY CCSTF - Aug '24 10/10/2024 74011 499.36 Vendor Subtotal: 499.36
100-3007-7800-00 INTEGRATED PERFORMANCE CONSULTANTS INC Equipment - Creek - Jul '24 10/03/2024 73880 612.25 0000003241 Vendor Subtotal: 612.25
100-3008-5100-00 MNS ENGINEERS INC Task 14: Storm Drain Survey - 20542 Seaboard - Jul '24 10/03/2024 73893 1,855.00 0000003937 Vendor Subtotal: 1,855.00
100-3008-5300-00 ROB DUBOUX Reimb - APWA 2024 Travel Expense 10/03/2024 73878 2,234.88 Vendor Subtotal: 2,234.88
100-3008-5340-00 ROB DUBOUX Reimb - APWA 2024 Mileage 10/03/2024 73878 60.17 Vendor Subtotal: 60.17
100-3008-5401-00 13 STARS MEDIA Ad - Community Land Feedback 9/5/24 10/03/2024 73861 268.00 Vendor Subtotal: 268.00
100-4001-5300-00 CITY CLERKS ASSOCIATION OF CAB. Saleaumua - Nuts & Bolts WS - 11/21 - 11/22/24 10/07/2024 73953 250.00 Vendor Subtotal: 250.00
100-4001-5401-00 13 STARS MEDIA Ad - Jake K Award 9/5/24 10/03/2024 73861 268.00 Vendor Subtotal: 268.00
100-4002-5107-00 MALIBU MARLINS SWIM CLUB Marlins Swim Team 9/10 - 10/8/24 10/07/2024 73965 5,931.10 0000004336 Vendor Subtotal: 5,931.10
100-4002-5401-00 13 STARS MEDIA Ad - Fall Aquatics 9/5/24 10/03/2024 73861 268.00 AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 3 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 268.00
100-4004-5401-00 13 STARS MEDIA Ad - Fall Afterschool Programs 9/5/24 10/03/2024 73861 268.00 Vendor Subtotal: 268.00
100-4005-5640-00 ANAWALT LUMBER CO INC CS - Skatepark Materials 10/07/2024 73952 23.63 Vendor Subtotal: 23.63
100-4006-5107-00 MARKUS ERICSON Adult Softball Umpire 9/29/24 10/07/2024 73955 180.00 Vendor Subtotal: 180.00
100-4007-5107-00 MALIBU MARTIAL ARTS, INC Instructor - Self Defense for Teens 9/25/24 10/07/2024 73968 250.00 Vendor Subtotal: 250.00
100-4010-5100-00 ULTIMATE MAINTENANCE SERVICES INC City Parks Janitorial Svcs - Sep '24 10/10/2024 74017 3,675.00 0000004018 Vendor Subtotal: 3,675.00
100-4010-5130-00 STOVER SEED COMPANY Trancas Park - Grand Slam Seed 10/07/2024 73967 2,463.76 Vendor Subtotal: 2,463.76
100-4010-5130-00 VALLEY BACKFLOW INC. Equestrian/Bluffs - Backflow Testing 10/07/2024 73970 170.00 Vendor Subtotal: 170.00
100-4010-5721-00 ENTELEGENT SOLUTIONS INC Emergency Phone Boxes for Parks 10/03/2024 73879 225.44 Vendor Subtotal: 225.44
100-4010-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Charmlee Park - Aug '24 10/07/2024 73944 440.47 100-4010-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Charmlee Park Billing Adj 4/1 - 8/29/24 10/10/2024 74011 -6.30 100-4010-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Rambla Pacifico - Aug '24 10/10/2024 74011 16.61 AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 4 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No 100-4010-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Bluffs Park Lift Station - Aug '24 10/10/2024 74011 120.01 100-4010-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY PCH Median - Aug '24 10/10/2024 74011 15.54 100-4010-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Community Services - Aug '24 10/10/2024 74011 946.08 100-4010-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Charmlee Park - Sep '24 10/10/2024 74011 40.09 Vendor Subtotal: 1,572.50
100-4010-5723-00 LA CO MALIBU TREASURER-WATERWORKS Water - Equestrian Fireline 7/15 - 9/11/24 Acct#29156414 10/07/2024 73963 658.90 100-4010-5723-00 LA CO MALIBU TREASURER-WATERWORKS Water - Equestrian 7/15 - 9/11/24 Acct#29156963 10/07/2024 73963 477.46 100-4010-5723-00 LA CO MALIBU TREASURER-WATERWORKS Reissue Ck72343 Water - Equestrian 1/11 - 3/13/24 10/07/2024 73963 477.46 100-4010-5723-00 LA CO MALIBU TREASURER-WATERWORKS Reissue Ck72343 Water - Equestrian Fireline 1/11 - 3/13/24 10/07/2024 73963 658.90 100-4010-5723-00 LA CO MALIBU TREASURER-WATERWORKS Reissue Ck72343 Water - Trancas Irrigation 1/17 - 3/18/24 10/07/2024 73963 477.46 100-4010-5723-00 LA CO MALIBU TREASURER-WATERWORKS Reissue Ck72343 Water - Charmlee 1/17 - 3/18/24 10/07/2024 73963 477.46 100-4010-5723-00 LA CO MALIBU TREASURER-WATERWORKS Reissue Ck72343 Water - Broad Beach 1/18 - 3/19/24 10/07/2024 73963 95.49 100-4010-5723-00 LA CO MALIBU TREASURER-WATERWORKS Reissue Ck72343 Water - Bluffs 1/24 - 3/26/2410/07/2024 73963 477.46 100-4010-5723-00 LA CO MALIBU TREASURER-WATERWORKS Water - Cross Creek 7/8 - 9/4/24 Acct#2964995310/07/2024 73963 604.04 100-4010-5723-00 LA CO MALIBU TREASURER-WATERWORKS Water - PCH Median 7/8 - 9/4/24 Acct#29152979 10/07/2024 73963 385.94 Vendor Subtotal: 4,790.57
100-4010-5725-00 GI INDUSTRIES Garbage - Bluffs/Equestrian - Aug '24 10/07/2024 73956 1,283.64 100-4010-5725-00 GI INDUSTRIES Garbage - Bluffs/Equestrian - Sep '24 10/07/2024 73956 1,302.68 Vendor Subtotal: 2,586.32
100-4010-6400-00 4IMPRINT INC CS - Polo Shirts 10/07/2024 73951 342.96 Vendor Subtotal: 342.96
100-4011-5401-00 13 STARS MEDIA Ad - Tiny Tot Olympics 9/5/24 10/03/2024 73861 268.00 Vendor Subtotal: 268.00
100-4012-5107-00 NATHAN HASSALL The Ripple Effect Poetry Workshop 9/28/24 10/07/2024 73959 150.00 Vendor Subtotal: 150.00
100-4012-5107-00 RONALB B. KOERTGE Caffeinated Verse Reader 9/21/24 10/07/2024 73961 150.00 Vendor Subtotal: 150.00
AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 5 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No 100-4012-5401-00 13 STARS MEDIA Ads - Malibu Arts 9/5 & 9/12/24 10/03/2024 73861 804.00 Vendor Subtotal: 804.00
100-4012-6160-00 BRIAN SHORE Poster - Derek Schimming Art Exhibit Labels 10/07/2024 73969 112.24 Vendor Subtotal: 112.24
100-7001-5100-00 JACOB GREEN & ASSOCIATES INCWork Plan Facilitation 8/31/24 10/03/2024 73881 1,560.00 0000004236 Vendor Subtotal: 1,560.00
100-7001-5100-00 STLR CORPORATION School District Separation - Aug '24 10/10/2024 74010 16,985.00 0000003541 Vendor Subtotal: 16,985.00
100-7001-5104-00 CALIFORNIA STRATEGIES & ADVOCACY LLC Lobbying Svcs - Sep '24 10/03/2024 73868 12,500.00 0000003092 Vendor Subtotal: 12,500.00
100-7001-5930-00 CALIFORNIA WILDLIFE CENTER FY 24/25 General Fund Grant 10/03/2024 73869 10,000.00 0000004328 Vendor Subtotal: 10,000.00
100-7001-5930-00 LA EMERGENCY PREPAREDNESS FOUNDATION FY 24/25 General Fund Grant 10/03/2024 73885 100,000.00 0000004327 Vendor Subtotal: 100,000.00
100-7001-5930-00 MALIBU MONARCH PROJECT FY 24/25 General Fund Grant 10/03/2024 73890 3,500.00 Vendor Subtotal: 3,500.00
100-7001-5930-00 SHALOM INSTITUTE FY 24/25 General Fund Grant 10/03/2024 73901 10,000.00 0000004326 Vendor Subtotal: 10,000.00
100-7002-5100-00 MAP COMMUNICATIONS INC I Live Telephone Answering Svc - Oct '24 10/10/2024 73979 291.69 0000003162 AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 6 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 291.69
100-7002-5100-00 AZUR CART & CAPTIONING Remote Closed Captioning - Sep '24 10/10/2024 73981 1,559.25 0000003786 Vendor Subtotal: 1,559.25
100-7002-5100-00 ROBERT MICHAEL SCHWIEGER Broadcast Svcs - Sep '24 10/10/2024 74007 6,000.00 0000004161 Vendor Subtotal: 6,000.00
100-7002-7600-00 MCMASTER-CARR SUPPLY COMPANY Broadcast Consumables 10/10/2024 74002 197.66 Vendor Subtotal: 197.66
100-7005-5101-00 BEST BEST & KRIEGER LLP General Legal Councel - Jul '24 10/03/2024 73863 29,619.00 0000004323 100-7005-5101-00 BEST BEST & KRIEGER LLP General Legal Councel - Aug '24 10/10/2024 73982 29,619.00 0000004323 Vendor Subtotal: 59,238.00
100-7005-5101-01 BEST BEST & KRIEGER LLP School District Separation - Jul '24 10/03/2024 73863 6,346.40 0000004323 100-7005-5101-01 BEST BEST & KRIEGER LLP School District Separation - Aug '24 10/10/2024 73982 16,198.89 0000004323 Vendor Subtotal: 22,545.29
100-7005-5102-00 BEST BEST & KRIEGER LLP Litigation - Jul '24 10/03/2024 73863 37,659.90 0000004323 100-7005-5102-00 BEST BEST & KRIEGER LLP Litigation - Aug '24 10/10/2024 73982 71,877.73 0000004323 Vendor Subtotal: 109,537.63
100-7005-5103-00 DAPEER ROSENBLIT & LITVAK LLPCity Prosecutor Svc - Aug '24 10/03/2024 73877 40.00 0000002553 Vendor Subtotal: 40.00
100-7007-5401-00 13 STARS MEDIA Legal Notice - Ordinance No. 523 9/26/24 10/07/2024 73908 52.02 Vendor Subtotal: 52.02
AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 7 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No 100-7021-5100-00 ALLISON COOK Safety Element - Aug to Sep '24 10/10/2024 73984 2,928.75 0000004334 Vendor Subtotal: 2,928.75
100-7021-5100-00 NEWBURY PARK TREE SERVICE INCHazardous Tree Removal - Sep '24 10/10/2024 74005 28,580.36 0000004243 Vendor Subtotal: 28,580.36
100-7021-5100-00 POINT DUME LTD 2025 - Annual License Fee 6/1/24 - 5/31/25 10/10/2024 74008 6,333.87 0000004064 Vendor Subtotal: 6,333.87
100-7021-5100-01 DEPT OF THE CA HIGHWAY PATROLTraffic Enforcement - Aug '24 10/03/2024 73866 65,337.15 0000004220 100-7021-5100-01 DEPT OF THE CA HIGHWAY PATROLTraffic Enforcement - Jul '24 10/03/2024 73866 102,942.82 0000004220 Vendor Subtotal: 168,279.97
100-7021-5106-00 LA CO ANIMAL CARE & CONTROLAnimal Control - Aug '24 10/07/2024 73927 11,069.99 0000004307 Vendor Subtotal: 11,069.99
100-7021-5115-00 LA CO SHERIFF'S DEPARTMENT Sheriff's Svcs - Liaison 8/1 - 8/23/24 10/03/2024 73884 20,582.40 0000004305 100-7021-5115-00 LA CO SHERIFF'S DEPARTMENT Sheriff's Svcs - Traffic Enforcement 8/2 - 8/29/24 10/03/2024 73884 9,698.36 0000004305 100-7021-5115-00 LA CO SHERIFF'S DEPARTMENT Sheriff's Svcs - Lost Hills - Aug '24 10/03/2024 73884 867,269.00 0000004305 Vendor Subtotal: 897,549.76
100-7021-5116-00 LA CO SHERIFF'S DEPARTMENT Sheriff's Svcs - Beach Team - Aug '24 10/03/2024 73884 227,866.54 0000004305 Vendor Subtotal: 227,866.54
100-7021-5119-00 OCEAN PARK COMMUNITY CENTERHomeless Svcs - Aug '24 10/07/2024 73940 34,972.00 0000003783 Vendor Subtotal: 34,972.00
100-7021-5401-00 13 STARS MEDIA Ad - Safety & Prep Fair 9/5/24 10/03/2024 73861 268.00 Vendor Subtotal: 268.00
AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 8 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No 100-7021-5405-00 CR PRINT Citywide Postcard - 2024 Wildfire Assmt 10/03/2024 73875 2,387.10 Vendor Subtotal: 2,387.10
100-7021-5640-00 LASER TECHNOLOGY INC Sheriff Equipment - Lidar Repair 10/03/2024 73886 315.29 100-7021-5640-00 LASER TECHNOLOGY INC Sheriff Equipment - Lidar Repair 10/03/2024 73886 145.00 Vendor Subtotal: 460.29
100-7021-5640-00 SOUTHERN CALIFORNIA EDISON COMPANY Tier - Aug '24 10/10/2024 74011 157.52 Vendor Subtotal: 157.52
100-7021-5640-00 WILLIAM F DUNABLE Sheriff Equipment - Lidar Repair 10/03/2024 73902 405.00 Vendor Subtotal: 405.00
100-7021-5710-00 COMMUNICATIONS RELAY LLC Quarterly Space Rental - Container D 10/1-12/31/24 1007/2024 73918 450.00 Vendor Subtotal: 450.00
100-7021-6160-00 ETC BUILDING & DESIGN INC Safety Fair - Earthq Simulator Final Pymt 9/15/24 10/03/2024 73900 2,000.00 Vendor Subtotal: 2,000.00
100-7021-6160-00 STAPLES CONTRACT & COMMERCIAL LLC Office Supplies - EOC 10/10/2024 74014 32.74 Vendor Subtotal: 32.74
100-7054-5100-00 FOSTER & FOSTER CONSULTING ACTUARIES INC GASBS 68 Report - Jun '24 10/10/2024 73990 1,700.00 Vendor Subtotal: 1,700.00
100-7054-5100-00 GOVERNMENTAL FINANCIAL SERVICES CPA Svcs - FY 23/24 YE Prep - Sep '24 10/10/2024 73994 15,510.00 0000004320 Vendor Subtotal: 15,510.00
AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 9 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No 100-7054-5100-00 MATRIX CONSULTING GROUP LTDFee Study - Aug '24 10/03/2024 73892 3,812.00 0000004241 Vendor Subtotal: 3,812.00
100-7054-5117-00 SOLID WASTE SOLUTIONS INC Film Permits - Sep '24 10/10/2024 74013 17,907.74 0000004067 Vendor Subtotal: 17,907.74
100-7054-6120-00 SPRINGBROOK HOLDING COMPANY LLC Employee Self-Service Module - Aug '24 10/03/2024 73904 283.50 0000004191 Vendor Subtotal: 283.50
100-7054-6160-00 STAPLES CONTRACT & COMMERCIAL LLC Office Supplies - Finance 10/10/2024 74014 38.67 Vendor Subtotal: 38.67
100-7058-5100-00 MONJARAS AND WISMEYER GROUP INC Accommodation Meeting 8/1 - 12/12/23 10/10/2024 74003 140.00 Vendor Subtotal: 140.00
100-7058-5320-00 PAIGE S APAR Fingerprinting - New Employees (4) 10/03/2024 73887 220.00 Vendor Subtotal: 220.00
100-7058-5320-00 MUNICIPAL RESOURCE GROUP LLCHR Support Svcs - Aug '24 10/03/2024 73894 9,000.00 0000004158 Vendor Subtotal: 9,000.00
100-7058-5340-00 ALICIA FREEMAN Mileage - A. Freeman 8/6 - 9/26/24 10/07/2024 73922 419.02 100-7058-5340-00 ALICIA FREEMAN Mileage - Lunch/Learn Event 10/3/24 10/10/2024 73991 15.88 Vendor Subtotal: 434.90
100-7059-4201-00 CalPERS Retirement PR 10.10.2024 PEPRA ER Contribution-Rounding 10/09/2024 0 -0.02 Vendor Subtotal: -0.02
100-7059-5205-00 SARINA FLORES Reimb - USPS Vendor Pymt Postage 10/10/2024 73989 35.04 AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 10 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 35.04
100-7059-5210-00 PUBLIC AGENCY RETIREMENT SVCS PARS Admin Fee - Jul '24 10/03/2024 73897 300.00 Vendor Subtotal: 300.00
100-7059-5210-00 SOUTHERN CALIFORNIA EDISON COMPANY Service Fee - Aug '24 10/10/2024 74011 35.40 Vendor Subtotal: 35.40
100-7059-5640-00 ARC DOCUMENT SOLUTIONS LLCHP Pagewide XL4100 MFP - Through 9/26/2410/07/2024 73913 33.27 Vendor Subtotal: 33.27
100-7059-5640-00 EXCEL OFFICE SERVICES Copier Maint 8/17 - 9/16/24 10/07/2024 73921 1,320.70 Vendor Subtotal: 1,320.70
100-7059-5720-00 ACCESS INFORMATION INTERMEDIATE HOLDINGS 1 LLC 2024 Offsite Records Svcs - Sep 10/07/2024 73909 1,730.21 0000003532 Vendor Subtotal: 1,730.21
100-7059-5721-00 FRONTIER CALIFORNIA INC Bluffs Park Public Wifi 9/17 - 10/16/24 10/07/2024 73923 148.48 Vendor Subtotal: 148.48
100-7059-5721-00 NEXTIVA INC City Hall Phone Svcs 9/18 - 10/17/24 10/10/2024 74006 4,290.82 0000003853 Vendor Subtotal: 4,290.82
100-7059-5721-00 T-MOBILE USA INC Phone/iPads - Fire Safety 8/21 - 9/20/24 10/07/2024 73947 482.10 Vendor Subtotal: 482.10
100-7059-5800-00 US BANK NATIONAL ASSOCIATIONToshiba Leases 9/15 - 10/15/24 10/07/2024 73948 1,424.06 Vendor Subtotal: 1,424.06
AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 11 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No 100-7059-5800-00 XEROX CORPORATION Xerox Lease - B8170 9/22 -10/21/24 10/10/2024 74019 687.50 0000003712 100-7059-5800-00 XEROX CORPORATION Xerox Lease - C8155 9/22 - 10/21/24 10/10/2024 74020 519.20 0000003859 Vendor Subtotal: 1,206.70
100-7059-6160-00 CR PRINT Business Cards - City Staff 10/10/2024 73986 768.44 Vendor Subtotal: 768.44
100-7059-6160-00 ALICIA FREEMAN Reimb - Lunch/Learn Event Supplies 10/3/24 10/10/2024 73991 33.17 Vendor Subtotal: 33.17
100-7059-6160-00 STAPLES CONTRACT & COMMERCIAL LLC Office Supplies - Toner 10/07/2024 73945 187.10 100-7059-6160-00 STAPLES CONTRACT & COMMERCIAL LLC Office Supplies - Non Departmental 10/10/2024 74014 768.13 100-7059-6160-00 STAPLES CONTRACT & COMMERCIAL LLC Office Supplies - Toner 10/10/2024 74015 187.10 Vendor Subtotal: 1,142.33
Subtotal for Section 1: 100 1,987,277.57
101-0000-3203-00 TESLA ENERGY OPERATIONS INCRef - Building Permit 22-1246, 4490 Encinal Cyn Rd 10/07/2024 73946 82.00 101-0000-3203-00 TESLA ENERGY OPERATIONS INCRef - Building Permit 22-1069, 6215 Kanan Dume Rd 10/07/2024 73946 76.40 Vendor Subtotal: 158.40
101-0000-3208-00 TESLA ENERGY OPERATIONS INCRef - Electrical Permit 22-1070, 6215 Kanan Dume Rd 10/07/2024 73946 382.00 101-0000-3208-00 TESLA ENERGY OPERATIONS INCRef - Electrical Permit 22-1247, 4490 Encinal Cyn Rd 10/07/2024 73946 410.00 Vendor Subtotal: 792.00
101-0000-3408-00 NEW IN THE BU LLC Reissue Ck#72961 Bio Fees APR 23-028, 23601 Malibu Colony 10/03/2024 73895 430.00 Vendor Subtotal: 430.00
101-0000-3410-00 OCTAVIO QUINONEZ Ref - Plan Check Fees TN 24-0344, 31648 Broad Beach Rd 10/03/2024 73898 215.00 AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 12 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 215.00
101-0000-3410-01 IPERMIT Ref - Admin Fees IPC 24-0447, 6402 Surfside Wy 10/10/2024 73995 53.75 Vendor Subtotal: 53.75
101-0000-3410-01 OCTAVIO QUINONEZ Ref - Admin Fees TN 24-0344, 31648 Broad Beach Rd 10/03/2024 73898 53.75 Vendor Subtotal: 53.75
101-0000-3411-00 IPERMIT Ref - Tier 2 Fees IPC 24-0447, 6402 Surfside Wy10/10/2024 73995 107.50 Vendor Subtotal: 107.50
101-0000-3412-00 MARNY RANDALL Ref - Geo Fees TN 24-0282, 23325 Malibu Colony 10/07/2024 73941 528.00 Vendor Subtotal: 528.00
101-0000-3419-00 IPERMIT Ref - Credit Card Fees 10/10/2024 73995 4.98 Vendor Subtotal: 4.98
101-0000-3419-00 NEW IN THE BU LLC Reissue Ck#72961 Credit Card Fees 10/03/2024 73895 12.59 Vendor Subtotal: 12.59
101-0000-3419-00 OCTAVIO QUINONEZ Ref - Credit Card Fees 10/03/2024 73898 8.09 Vendor Subtotal: 8.09
101-0000-3419-00 ELIZABETH RIDDICK Ref - Credit Card Fees 10/07/2024 73942 7.42 Vendor Subtotal: 7.42
101-0000-3421-00 BRUIN REALTY LLC Ref - Geo Fees APR 22-033, 6326 Trancas Cyn Rd 10/03/2024 73864 528.00 Vendor Subtotal: 528.00
AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 13 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No 101-2001-5100-00 CIVIC SOLUTIONS INC Contract Planning Svcs - Aug '24 10/03/2024 73870 15,217.50 0000003646 Vendor Subtotal: 15,217.50
101-2001-5100-00 COURTNEY JEAN MCCAMMON City Proj Contract Biologist - Aug '24 10/07/2024 73917 150.00 0000003797 Vendor Subtotal: 150.00
101-2001-5100-00 JOSEPH D SMITH Planning Svcs - Aug '24 10/03/2024 73871 52,103.50 0000003899 Vendor Subtotal: 52,103.50
101-2001-5100-00 ALLISON COOK Housing Element Code - Aug '24 10/03/2024 73872 8,625.00 0000004260 101-2001-5100-00 ALLISON COOK City Planning Svcs - Aug '24 10/03/2024 73872 13,275.00 0000003985 Vendor Subtotal: 21,900.00
101-2001-5100-00 CSG CONSULTANTS INC Planning Consultant Svc 7/27 - 8/30/24 10/03/2024 73876 18,973.75 0000003986 Vendor Subtotal: 18,973.75
101-2001-5100-00 JLEE ENGINEERING INC Contract Planner - Aug '24 10/03/2024 73882 13,600.00 0000003791 Vendor Subtotal: 13,600.00
101-2001-5100-00 JOYCE PARKER-BOZYLINSKI General Planning Consulting Svcs - Jul '24 10/03/2024 73896 12,265.00 0000003505 101-2001-5100-00 JOYCE PARKER-BOZYLINSKI Planning Consulting Svcs - Jul '24 10/03/2024 73896 685.00 0000003505 Vendor Subtotal: 12,950.00
101-2001-5100-01 COURTNEY JEAN MCCAMMON Contract Biologist - Aug '24 10/07/2024 73917 11,266.00 0000003797 Vendor Subtotal: 11,266.00
101-2001-5107-00 OFFICE TEAM A ROBERT HALF COMPANY Temp Staff - A. Brown 9/20/24 10/10/2024 73978 1,792.00 101-2001-5107-00 OFFICE TEAM A ROBERT HALF COMPANY Temp Staff - A. Brown 9/27/24 10/10/2024 73978 1,792.00 AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 14 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 3,584.00
101-2001-5107-00 WILLDAN ENGINEERING Temp Staff - S. Lopez 9/1 - 9/15/24 10/07/2024 73949 4,980.00 0000004302 Vendor Subtotal: 4,980.00
101-2001-5210-00 LA COUNTY REGISTRAR-RECORDER LA CO CLERK CEQA Filing - 7037 Dume Dr - APR 24-020 10/07/2024 73936 75.00 101-2001-5210-00 LA COUNTY REGISTRAR-RECORDER LA CO CLERK CEQA Filing - 26508 Latigo Shore Dr - ACDP 22-038 10/07/2024 73929 75.00 101-2001-5210-00 LA COUNTY REGISTRAR-RECORDER LA CO CLERK CEQA Filing - 26740 Latigo Shore Dr - CDP 22-017 10/07/2024 73930 75.00 101-2001-5210-00 LA COUNTY REGISTRAR-RECORDER LA CO CLERK CEQA Filing - 33616 Pacific Coast Hwy - CDPA 24-004 10/07/2024 73931 75.00 101-2001-5210-00 LA COUNTY REGISTRAR-RECORDER LA CO CLERK CEQA Filing - 6295 Murphy Way - CDPA 24-001 10/07/2024 73933 75.00 101-2001-5210-00 LA COUNTY REGISTRAR-RECORDER LA CO CLERK CEQA Filing - 6464 Ramirez Mesa Dr, Parcel - APR 22-053 10/07/2024 73935 75.00 101-2001-5210-00 LA COUNTY REGISTRAR-RECORDER LA CO CLERK CEQA Filing - 20749 Cool Oak Way - APR 23-001 1/07/2024 73928 75.00 101-2001-5210-00 LA COUNTY REGISTRAR-RECORDER LA CO CLERK CEQA Filing - 5663 Calpine Dr - APR 23-02910/07/2024 73932 75.00 101-2001-5210-00 LA COUNTY REGISTRAR-RECORDER LA CO CLERK CEQA Filing - 6463 Zuma View Pl - ACDP 19-090 1/07/2024 73934 75.00 101-2001-5210-00 LA COUNTY REGISTRAR-RECORDER LA CO CLERK CEQA Filing - 32440 Pacific Coast Hwy - ACDP 22-054 10/10/2024 73998 75.00 101-2001-5210-00 LA COUNTY REGISTRAR-RECORDER LA CO CLERK CEQA Filing - 6301 Trancas Cyn Rd - CDP 19-091 1/10/2024 73999 75.00 101-2001-5210-00 LA COUNTY REGISTRAR-RECORDER LA CO CLERK CEQA Filing - 6307 Via Cataldo St - ACDP 23-011 1/10/2024 74000 75.00 Vendor Subtotal: 900.00
101-2001-5340-00 JASON ERNST Mileage - Packet Deliveries Sep '24 10/07/2024 73920 27.34 Vendor Subtotal: 27.34
101-2001-5401-00 CR PRINT Public Notice Postcard Mailings 10/03/2024 73875 527.52 0000004077 101-2001-5401-00 CR PRINT Public Notice Postcard Mailings - Citywide 10/03/2024 73875 453.26 0000004077 Vendor Subtotal: 980.78
101-2004-5100-00 COTTON, SHIRES & ASSOCIATES INC Coastal Engr Reviews - Aug '24 10/03/2024 73874 3,693.00 0000004314 101-2004-5100-00 COTTON, SHIRES & ASSOCIATES INC EH Counter Hours - Aug '24 10/03/2024 73874 10,769.25 0000004314 101-2004-5100-00 COTTON, SHIRES & ASSOCIATES INC Geotech Reviews - Aug '24 10/03/2024 73874 32,120.00 0000004314 101-2004-5100-00 COTTON, SHIRES & ASSOCIATES INC B&S Misc - Shoreline - Aug '24 10/10/2024 73985 1,910.00 0000004314 101-2004-5100-00 COTTON, SHIRES & ASSOCIATES INC B&S Misc - As-Built - Aug '24 10/10/2024 73985 5,085.38 0000004314 101-2004-5100-00 COTTON, SHIRES & ASSOCIATES INC B&S Misc - GeoDynamics - Aug '24 10/10/2024 73985 1,528.00 0000004314 101-2004-5100-00 COTTON, SHIRES & ASSOCIATES INC Geo/Coastal Engr Counter Hours - Aug '24 10/10/2024 73985 23,779.50 0000004314 Vendor Subtotal: 78,885.13
AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 15 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No 101-2004-5100-00 CSG CONSULTANTS INC In-House Plan Check 7/27 - 8/30/24 10/03/2024 73876 12,375.00 0000004308 Vendor Subtotal: 12,375.00
101-2004-5100-00 KIMLEY-HORN AND ASSOCIATES INC Dark Sky Program - Through 8/31/24 10/10/2024 73997 3,675.00 0000004338 Vendor Subtotal: 3,675.00
101-2004-5107-00 APPLEONE Temp Staff - J. Bellonby 9/14/24 10/07/2024 73912 1,521.60 101-2004-5107-00 APPLEONE Temp Staff - J. Bellonby 9/28/24 10/10/2024 73980 1,521.60 101-2004-5107-00 APPLEONE Temp Staff - J. Bellonby 9/21/24 10/10/2024 73980 1,521.60 Vendor Subtotal: 4,564.80
101-2004-5210-00 DEPT OF CONSERVATION Strong Motion/Seismic Hazard Mapping Jul-Sep '24 10/10/2024 73987 4,794.59 Vendor Subtotal: 4,794.59
101-2004-5300-00 CALIFORNIA BUILDING OFFICIALSCALBO - Education Week Training, Costa Mesa10/03/2024 73867 2,505.00 Vendor Subtotal: 2,505.00
101-2010-5100-00 COTTON, SHIRES & ASSOCIATES INC EH Reviews - Aug '24 10/03/2024 73874 23,946.00 0000004314 Vendor Subtotal: 23,946.00
101-2012-5300-00 JESSE RODRIGUEZ Mileage - Roundtrip toTraining 9/23 - 9/27/24 10/07/2024 73943 413.39 Vendor Subtotal: 413.39
101-2012-5340-00 ALLEN TRIPOLSKIY Mileage - Roundtrip CACEO Training 9/26/2410/10/2024 74016 94.20 Vendor Subtotal: 94.20
101-3003-5100-00 RINCON CONSULTANTS INC On-Call Environmental Svcs - Jul '24 10/10/2024 74009 71,843.50 0000004337 101-3003-5100-00 RINCON CONSULTANTS INC On-Call Environmental Svcs - Aug '24 10/10/2024 74009 42,992.25 0000004337 101-3003-5100-00 RINCON CONSULTANTS INC On-Call Environmental Svcs T5 - Aug '24 10/10/2024 74009 31,486.00 0000004337 AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 16 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 146,321.75
Subtotal for Section 1: 101 437,107.21
102-3002-5100-00 LORRIE FEINBERG DB Updates - Woolsey Fire - Aug '24 10/07/2024 73925 776.25 0000004147 Vendor Subtotal: 776.25
102-3002-5100-01 COURTNEY JEAN MCCAMMON WF Contract Biologist - Aug '24 10/07/2024 73917 1,200.00 0000003797 Vendor Subtotal: 1,200.00
102-3002-5100-02 JOSEPH D SMITH WF Planning Svcs - Aug '24 10/03/2024 73871 188.00 0000003899 Vendor Subtotal: 188.00
102-3002-5100-03 COTTON, SHIRES & ASSOCIATES INC WF Geo Reviews - Aug '24 10/03/2024 73874 7,644.50 0000003347 102-3002-5100-03 COTTON, SHIRES & ASSOCIATES INC WF EH Reviews - Aug '24 10/03/2024 73874 1,522.00 0000003347 102-3002-5100-03 COTTON, SHIRES & ASSOCIATES INC WF Counter Hours - Aug '24 10/10/2024 73985 7,070.50 0000003347 Vendor Subtotal: 16,237.00
Subtotal for Section 1: 102 18,401.25
103-9050-5100-00 PACIFIC COAST ELEVATOR CORPElevator/Lift Maint Q2 10/1 - 12/31/24 10/07/2024 73911 833.97 0000003836 Vendor Subtotal: 833.97
103-9050-5100-00 ULTIMATE MAINTENANCE SERVICES INC City Hall Janitorial Svcs - Oct '24 10/10/2024 74017 4,350.00 0000004018 Vendor Subtotal: 4,350.00
103-9050-5610-00 BEAR CONTRACTORS INC Alarm Monitoring - Oct to Dec'24 10/10/2024 73983 255.00 Vendor Subtotal: 255.00
103-9050-5610-00 CALIFORNIA DEPARTMENT OF TAX & FEE ADMINISTRATION Aqua Chem - Sep '24 Water Treatment Acct#101-349966 10/07/2024 73915 320.82 AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 17 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 320.82
103-9050-5610-00 EMERGENCY LIGHTING EQUIPMENT SERVICE COMPANY INC c EM Lighting Bi-Annual Inspection 10/07/2024 73919 1,400.00 Vendor Subtotal: 1,400.00
103-9050-5610-00 MASTER COOLING CORPORATIONHVAC Parts 10/03/2024 73891 18.35 103-9050-5610-00 MASTER COOLING CORPORATIONHVAC Repairs 10/07/2024 73938 982.99 Vendor Subtotal: 1,001.34
103-9050-5610-00 WESTCO CONTRACTORS INC Remote Lighting 10/03/2024 73907 187.50 Vendor Subtotal: 187.50
103-9050-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY City Hall - Aug '24 10/10/2024 74011 12,449.30 Vendor Subtotal: 12,449.30
103-9050-5725-00 GI INDUSTRIES Garbage - City Hall Green Waste - Oct '24 10/10/2024 73992 67.79 Vendor Subtotal: 67.79
103-9050-6160-00 HD SUPPLY INC City Hall - Janitorial Supplies 10/07/2024 73924 580.24 Vendor Subtotal: 580.24
103-9050-6400-00 SMASH ATHLETICS INC Sr Maint Tech - Sweatshirt 10/10/2024 74012 90.60 Vendor Subtotal: 90.60
Subtotal for Section 1: 103 21,536.56
105-9088-5100-00 13 STARS MEDIA Ad - Community Land Feedback 8/29/24 10/03/2024 73861 268.00 Vendor Subtotal: 268.00
AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 18 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No 105-9088-5210-00 US BANK COP 2018A - Annual Admin Fee 10/10/2024 74018 2,667.50 Vendor Subtotal: 2,667.50
Subtotal for Section 1: 105 2,935.50
203-3009-5145-00 VENTURA TRANSIT SYSTEM, INC.Dial-A-Ride - Jul '24 10/07/2024 73971 8,996.00 0000003330 Vendor Subtotal: 8,996.00
Subtotal for Section 1: 203 8,996.00
207-3004-5100-00 SOLID WASTE SOLUTIONS INC CalRecycle/AB 939 - Sep '24 10/10/2024 74013 779.75 0000004074 Vendor Subtotal: 779.75
207-3004-5100-01 SOLID WASTE SOLUTIONS INC Lid Enforcement - Sep '24 10/10/2024 74013 1,695.50 0000004074 Vendor Subtotal: 1,695.50
207-3004-5401-00 13 STARS MEDIA Ad - Gardening 101 9/5/24 10/03/2024 73861 268.00 207-3004-5401-00 13 STARS MEDIA Ad - Annual Bulky Item Pickup 9/26/24 10/10/2024 73977 268.00 207-3004-5401-00 13 STARS MEDIA Ad - Annual Bulky Item Pickup 10/3/24 10/10/2024 73977 268.00 Vendor Subtotal: 804.00
207-3004-5850-00 13 STARS MEDIA Ads - SB 1383 Organic Recycling 9/5 & 9/12/2410/03/2024 73861 536.00 Vendor Subtotal: 536.00
207-3004-5850-00 SOLID WASTE SOLUTIONS INC SB 1383 Grant - Sep '24 10/10/2024 74013 697.50 Vendor Subtotal: 697.50
Subtotal for Section 1: 207 4,512.75
211-7021-5115-00 LA CO SHERIFF'S DEPARTMENT Sheriff's Svcs - Brulte - Aug '24 10/03/2024 73884 23,490.35 0000004305 AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 19 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 23,490.35
Subtotal for Section 1: 211 23,490.35
215-7070-5931-01 MALIBU COMMUNITY LABOR EXCHANGE CDBG Day Labor Exchange - Aug '24 10/03/2024 73889 816.00 0000004322 Vendor Subtotal: 816.00
Subtotal for Section 1: 215 816.00
290-6002-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Asmt Dist Big Rock - Aug '24 10/10/2024 74011 2,014.40 290-6002-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Big Rock Inland Pump - Aug '24 10/10/2024 74011 111.31 Vendor Subtotal: 2,125.71
Subtotal for Section 1: 290 2,125.71
291-6003-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Asmt dst Malibu Rd - Aug '24 10/10/2024 74011 110.52 Vendor Subtotal: 110.52
Subtotal for Section 1: 291 110.52
292-6004-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Asmt Dist Rambla-Calle - Aug '24 10/10/2024 74011 19.62 292-6004-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Asmt Dist Calle Del - Aug '24 10/10/2024 74011 38.81 292-6004-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Calle Del Barco - Aug '24 10/10/2024 74011 13.57 Vendor Subtotal: 72.00
Subtotal for Section 1: 292 72.00
310-9002-7901-00 J & H ENGINEERING GENERAL CONTRACTORS INC Malibu Park Resurfacing Proj - Retention 10/10/2024 73996 31,203.83 0000004219 Vendor Subtotal: 31,203.83
310-9002-7901-00 TORO ENTERPRISES INC Morning View Dr Improvements - Jul '24 10/03/2024 73906 455,669.64 0000004324 AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 20 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 455,669.64
310-9066-5100-00 KIMLEY-HORN AND ASSOCIATES INC PCH Signal Sync - Jul '24 10/03/2024 73883 33,475.00 0000003068 Vendor Subtotal: 33,475.00
310-9066-5100-00 SOUTHERN CALIFORNIA EDISON COMPANY New Meter - 20649.5 PCH Signal Sync 10/03/2024 73903 508.00 Vendor Subtotal: 508.00
Subtotal for Section 1: 310 520,856.47
500-7008-5130-00 ANAWALT LUMBER CO INC Legacy Park - Bench Repairs 10/07/2024 73952 14.29 Vendor Subtotal: 14.29
500-7008-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Legacy Park Lift Station - Aug '24 10/10/2024 74011 1,168.47 500-7008-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY 23661 PCH - Aug '24 10/10/2024 74011 1,171.70 Vendor Subtotal: 2,340.17
500-7008-5723-00 LA CO MALIBU TREASURER-WATERWORKS Water - Legacy Irrigation 7/8 - 9/4/24 Acct#29648063 10/07/2024 73963 203.99 500-7008-5723-00 LA CO MALIBU TREASURER-WATERWORKS Water - Supercare Pharmacy 7/8 - 9/4/24 Acct#29152982 10/07/2024 73963 326.62 500-7008-5723-00 LA CO MALIBU TREASURER-WATERWORKS Water - Legacy 7/8 - 9/4/24 Acct#29648060 10/07/2024 73963 5,228.81 500-7008-5723-00 LA CO MALIBU TREASURER-WATERWORKS Reissue Ck72343 Water - Legacy Irrigation 1/4 - 3/6/24 10/07/2024 73963 194.95 Vendor Subtotal: 5,954.37
Subtotal for Section 1: 500 8,308.83
515-3010-5656-00 RINCON CONSULTANTS INC CCWTF Water Quality Monitoring - Aug '24 10/03/2024 73899 19,085.32 0000004135 Vendor Subtotal: 19,085.32
515-3010-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Injection Wells/CCWWTF - Aug '24 10/10/2024 74011 310.28 515-3010-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY CCWWTF - Aug '24 10/10/2024 74011 13,743.08 AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 21 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 14,053.36
Subtotal for Section 1: 515 33,138.68
601-3005-5722-00 SOUTHERN CALIFORNIA EDISON COMPANY Electric Car Charger - Aug '24 10/10/2024 74011 734.67 Vendor Subtotal: 734.67
601-3005-6330-00 VASUDEVAN NAICKER Car Wash City Vehicles 10/3/24 10/10/2024 74004 200.00 Vendor Subtotal: 200.00
601-3005-6500-00 WRIGHT EXPRESS FSC WEX BANKGas Receipts 8/24 - 9/23/24 10/07/2024 73916 1,812.55 Vendor Subtotal: 1,812.55
Subtotal for Section 1: 601 2,747.22
602-7060-5100-00 ACME VALLEY SECURITY SERVICES, INC. TV Wire Installation 8/1/24 10/03/2024 73862 1,165.00 602-7060-5100-00 ACME VALLEY SECURITY SERVICES, INC. Internet Cable Installation 7/29/24 10/03/2024 73862 3,150.00 Vendor Subtotal: 4,315.00
602-7060-5100-00 BLUEBEAM INC Virtual Training 5/25/24 - 5/24/25 10/07/2024 73914 5,500.00 0000004333 Vendor Subtotal: 5,500.00
602-7060-5100-00 KONICA MINOLTA BUSINESS SOLUTIONS USA INC OnBase Annual Maint 9/1/24 - 8/31/25 10/07/2024 73926 23,504.50 0000004330 602-7060-5100-00 KONICA MINOLTA BUSINESS SOLUTIONS USA INC OnBase Upgrade Milestone #4 Enviro Creation10/07/2024 73926 5,000.00 0000004211 Vendor Subtotal: 28,504.50
602-7060-5300-00 MAHAN AMIRKIAN Reimb - Hyland Conf Travel Sep '24 10/07/2024 73910 79.35 Vendor Subtotal: 79.35
602-7060-5721-00 FRONTIER CALIFORNIA INC Fiber Optics Svcs 9/15 - 10/14/24 10/07/2024 73923 1,630.00 AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 22 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 1,630.00
602-7060-6120-00 GOVCONNECTION INC Additional Adobe Acrobat Licenses 10/10/2024 73993 44.50 Vendor Subtotal: 44.50
Subtotal for Section 1: 602 40,073.35
710-0000-2270-04 CHRISTOPHER CORTAZZO Grading Bond Release - 28885 Cliffside Dr #19-2121 10/03/2024 73873 16,398.00 Vendor Subtotal: 16,398.00
710-0000-2270-06 LA CO SHERIFF'S DEPARTMENT Sheriff's Svcs - Special Event - Chili Cookoff 8/31/24 10/03/2024 73884 3,832.13 Vendor Subtotal: 3,832.13
710-0000-2270-12 DAY 2 PRODUCTIONS LLC Ref - L. Bautista Security Deposit 7/27/24 10/07/2024 73954 250.00 Vendor Subtotal: 250.00
710-0000-2270-12 DONALD HALFERTY Ref - D. Halferty Security Deposit 9/21/24 10/07/2024 73957 250.00 Vendor Subtotal: 250.00
710-0000-2270-12 ANDREA HAMMER Ref - A. Hammer Security Deposit 9/14/24 10/07/2024 73958 250.00 Vendor Subtotal: 250.00
710-0000-2270-12 SHAHBOD HOSSEINI Ref - S. Hosseini Security Deposit 9/14/24 10/07/2024 73960 50.00 Vendor Subtotal: 50.00
710-0000-2270-12 TATIANA RIVERA Ref - T. Rivera Security Deposit 8/5/24 10/07/2024 73966 50.00 Vendor Subtotal: 50.00
710-0000-2270-12 VISIONS ADOLESCENT TREATMENT CENTER Ref - P. Barter Security Deposit 8/11/24 10/07/2024 73972 100.00 AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 23 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 100.00
710-0000-2270-44 13 STARS MEDIA Ads - MLSS Safiya Noble 9/5 & 9/12/24 10/03/2024 73861 536.00 710-0000-2270-44 13 STARS MEDIA Ad - MLSS - 'My Ascension' Screening 9/19/2410/07/2024 73950 268.00 Vendor Subtotal: 804.00
710-0000-2270-54 REGISTRAR-RECORDER/COUNTY CLERK Recorded Doc Fees - Aug '24 10/07/2024 73937 82.00 Vendor Subtotal: 82.00
710-0000-2270-57 FILM PERMITS UNLIMITED Ref - Film Permit Bond No. 24-144 10/10/2024 73988 1,000.00 Vendor Subtotal: 1,000.00
710-0000-2270-57 PACIFIC PRODUCTION SERVICES INC Ref - Film Permit Bond #24-119 10/07/2024 73939 1,000.00 Vendor Subtotal: 1,000.00
Subtotal for Section 1: 710 24,066.13
900-0000-2040-00 CalPERS Retirement PR Batch 70010.10.2024 PERS Addl Retiremnt Svc Credit 10/09/2024 0 1,781.60 900-0000-2040-00 CalPERS Retirement PR Batch 70010.10.2024 PERS EEShare/ERPaid10/09/2024 0 10,641.96 Vendor Subtotal: 12,423.56
900-0000-2040-01 CalPERS Retirement PR Batch 70010.10.2024 PEPRA ER Contribution 10/09/2024 0 16,709.40 900-0000-2040-01 CalPERS Retirement PR Batch 70010.10.2024 PERS ERShare 10/09/2024 0 20,234.92 Vendor Subtotal: 36,944.32
900-0000-2040-02 CalPERS Retirement PR Batch 70010.10.2024 PEPRA EE Contribution 10/09/2024 0 16,852.41 Vendor Subtotal: 16,852.41
900-0000-2041-00 US BANK PR Batch 70010.10.2024 PARS - EE Share 10/09/2024 73976 942.72 900-0000-2041-00 US BANK PR Batch 70010.10.2024 PARS - ER Share 10/09/2024 73976 197.66 AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 24 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 1,140.38
900-0000-2042-00 ICMA-MISSION SQUARE RETIREMENPR Batch 70010.10.2024 ICM T - 303615 A Def Comp - % of Salary 10/09/2024 73973 1,318.19 900-0000-2042-00 ICMA-MISSION SQUARE RETIREMENPR Batch 70010.10.2024 ICM T - 303615 A Def Comp - Flat Amount 10/09/2024 73973 13,100.39 900-0000-2042-00 ICMA-MISSION SQUARE RETIREMENPR Batch 70010.10.2024 ER Contribution to ICMA T - 303615 10/09/2024 73973 3,400.00 Vendor Subtotal: 17,818.58
900-0000-2042-01 ICMA-MISSION SQUARE RETIREMENPR Batch 70010.10.2024 ICM T - 303615 A Loan Program10/09/2024 73973 1,002.60 Vendor Subtotal: 1,002.60
900-0000-2043-00 ICMA-MISSION SQUARE RETIREMENPR Batch 70010.10.2024 ICM T - 108658 A - City Manager10/09/2024 73974 600.00 Vendor Subtotal: 600.00
900-0000-2043-00 ICMA-MISSION SQUARE RETIREMENPR Batch 70010.10.2024 ICM T - 108650 A - Dept Heads 10/09/2024 73975 875.00 Vendor Subtotal: 875.00
900-0000-2050-00 Federal Taxes from PR PR Batch 70010.10.2024 Federal Income Tax 10/09/2024 0 48,781.60 Vendor Subtotal: 48,781.60
900-0000-2051-00 State of California PR Taxes PR Batch 70010.10.2024 State Income Tax 10/09/2024 0 19,688.86 Vendor Subtotal: 19,688.86
900-0000-2053-00 Federal Taxes from PR PR Batch 70010.10.2024 Medicare EE Share 10/09/2024 0 5,991.34 900-0000-2053-00 Federal Taxes from PR PR Batch 70010.10.2024 Medicare ER Share 10/09/2024 0 5,820.03 Vendor Subtotal: 11,811.37
Subtotal for Section 1: 900 167,938.68
AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 25 Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21 Account Number Vendor Description GL Date Check No Amount PO No Report Total: 3,304,510.78
AP-Transactions by Account (10/16/2024 - 9:26 AM) Page 26 Report Total: 3,304,510.78
Clearing House Electronic AP: (146,502.10)
3,158,008.68
Docusign Envelope ID: 2C430298-5FF3-4779-94E2-20645917CD21
Agenda Item # 1.B.3.
Council Agenda Report
To: Mayor Stewart and the Honorable Members of the City Council Prepared by: Kelsey Pettijohn, City Clerk
Approved by: Steve McClary, City Manager
Date prepared: October 16, 2024 Meeting date: October 28, 2024 Subject: Approval of Minutes
RECOMMENDED ACTION: Approve the minutes for the September 4, 2024 Special Meeting and the September 9, 2024 Regular Meeting.
FISCAL IMPACT: There is no fiscal impact associated with the recommended action.
STRATEGIC PRIORITY: This item is part of the day-to-day operations identified in the Adopted FY 2023-24 Strategic Priority Project List. Staff continue to work on ongoing projects and normal business while the FY 2024-25 Strategic Priority Plan is finalized.
DISCUSSION: Staff has prepared draft minutes for the Council meetings on September 4, 2024 and September 9, 2024.
ATTACHMENTS:
September 4, 2024 Special Meeting
September 9, 2024 Regular Meeting
City Council Meeting
10-28-24
Item
1.B.3.
1 ATTACHMENT 1
MINUTES
MALIBU CITY COUNCIL
SPECIAL MEETING
SEPTEMBER 4, 2024
COUNCIL CHAMBERS
10:30 A.M.
MEETING CALL TO ORDER
Mayor Stewart called the meeting to order at 10:30 a.m.
ROLL CALL
The following persons were recorded in attendance by the Recording Secretary:
PRESENT: Mayor Doug Stewart; Mayor Pro Tem Marianne Riggins; and Councilmembers Paul Grisanti, Bruce Silverstein and Steve Uhring.
PLEDGE OF ALLEGIANCE
Gregg Devereaux led the Pledge of Allegiance.
REPORT ON POSTING OF AGENDA
Deputy City Clerk Lawrence reported that the agenda for the meeting was properly posted on August 29, 2024.
APPROVAL OF AGENDA
MOTION Councilmember Uhring moved, and Councilmember Grisanti seconded a motion to approve the agenda. The motion carried unanimously.
PUBLIC COMMENT ON CLOSED SESSION
Mayor Stewart opened the floor to public comment.
Speakers: Jacob
RECESS TO CLOSED SESSION
At 10:35 a.m., the Council recessed to Closed Session to discuss the following items listed on the Closed Session agenda:
Personnel Matters pursuant to Government Code Section 54957:
1. Public Employee Performance Evaluation
Title: City Manager
2 Malibu City Council
Minutes of September 4, 2024
_________________________
Conference with Labor Negotiator pursuant to Government Code Section 54957.6:
1. City representative: Interim City Attorney Trevor Rusin Unrepresented employee: City Manager Steve McClary
CLOSED SESSION REPORT
Interim City Attorney Rusin reported that the meeting convened at 10:30 a.m., after which time the City Council recessed to a Closed Session pursuant to Government Code Section 54957 and 54957.6, with all Councilmembers present. He stated the Council discussed the items on the Closed Session agenda and took no reportable action.
ADJOURNMENT
Mayor Stewart adjourned the meeting at 2:10 p.m.
Approved and adopted by the City Council of the
City of Malibu on __________.
_________________________________
DOUG STEWART, Mayor
ATTEST:
_________________________________
KELSEY PETTIJOHN, City Clerk
(seal)
3 ATTACHMENT 2
MINUTES
MALIBU CITY COUNCIL
REGULAR MEETING
SEPTEMBER 9, 2024
COUNCIL CHAMBERS
6:30 P.M.
MEETING CALL TO ORDER
Mayor Stewart called the meeting to order at 5:30 p.m.
ROLL CALL
The following persons were recorded in attendance by the Recording Secretary:
PRESENT: Mayor Doug Stewart; Mayor Pro Tem Marianne Riggins; and Councilmembers Paul Grisanti, Bruce Silverstein and Steve Uhring.
PUBLIC COMMENT ON CLOSED SESSION
Mayor Stewart opened the floor to public comment.
Speakers: None.
RECESS TO CLOSED SESSION
At 5:31 p.m., the Council recessed to Closed Session to discuss the following items listed on the Closed Session agenda:
Conference with Legal Counsel – Anticipated Litigation
1. Initiation of litigation pursuant to paragraph (4) of subdivision (d) of Government Code section 54956.9
Number of potential cases: (1)
REGULAR SESSION CALL TO ORDER
Mayor Stewart called the meeting to order at 6:30 p.m.
ROLL CALL
The following persons were recorded in attendance by the Recording Secretary:
PRESENT: Mayor Doug Stewart; Mayor Pro Tem Marianne Riggins; and Councilmembers Paul Grisanti, Bruce Silverstein and Steve Uhring.
ALSO PRESENT: Trevor Rusin, Interim City Attorney; Steve McClary, City Manager; Joseph Toney, Assistant City Manager; Alexis Brown, Deputy City Manager; Kelsey Pettijohn, City Clerk; Kristin Riesgo, Community Services Director; Yolanda Bundy, Environmental Sustainability Director; Maureen Tamuri, Interim Planning Director; Susan 4 Malibu City Council
Minutes of September 9, 2024
_________________________
Dueñas, Public Safety Director; Parker Davis, Media Technician; Renee Neermann, Financial Controller; Christina Muñoz, Deputy City Clerk; Kate Manisco, Recreation Manager; Solishia Andico, Environmental Health Administrator; Julie Bauer, Supervising Permit Services Technician; Tracey Rossine, Environmental Programs Manager; and Joseph Smith, Contract Planner
PLEDGE OF ALLEGIANCE
Dane Skophammer led the Pledge of Allegiance.
CLOSED SESSION REPORT
Interim City Attorney Rusin reported that the meeting convened at 5:30 p.m., after which time the City Council recessed to a Closed Session pursuant to Government Code Section 54956.9, with all Councilmembers present. He stated the Council discussed the items on the Closed Session agenda and took no reportable action.
REPORT ON POSTING OF AGENDA
City Clerk Pettijohn reported that the agenda for the meeting was properly posted on August 30, 2024, with the amended agenda posted on September 6, 2024.
APPROVAL OF AGENDA
MOTION Mayor Pro Tem Riggins moved, and Councilmember Uhring seconded a motion to approve the agenda. The motion carried unanimously.
ITEM 1 CEREMONIAL/PRESENTATIONS
A. Presentation of 2024 Jake Kuredjian Citizenship Award Parks and Recreation Commission Chair Dane Skophammer and Commissioner Georgia Goldfarb presented the awards to Shari Latta and Kian and Joel Schulman.
Ms. Latta thanked the Council and discussed her history and service.
Ms. Schulman thanked the Council and discussed Poison Free Malibu’s work with the City.
B. Presentation of Commendation to William Bema for Assisting with a Rescue in Malibu Canyon
Mayor Stewart announced the presentation would be rescheduled.
ITEM 2.A. PUBLIC COMMENTS
John Honigsfeld discussed increasing security at City Hall and suggested the male 5 Malibu City Council
Minutes of September 9, 2024
_________________________
employees wear security uniforms.
Scott Dittrich announced a candidate forum on Saturday, September 14, 2024 at Fire Camp 8 at 10:00 a.m. He announced the Public Safety Expo on September 15, 2024.
Norm Haynie discussed removal of the water tank in Lower Encinal Canyon during construction of the new water tank. He discussed the safety hazard and the approval process for water tanks.
Haylynn Conrad announced she was running for City Council and thanked the Councilmembers for their hard work.
Jeremy stated he was using an alias due to fear of retribution. He discussed previous threats made to a City employee and information shared about that employee. He discussed Councilmember Uhring’s and Councilmember Silverstein’s actions on the Council. He discussed Councilmember Uhring’s mortgage and the open code enforcement case on his property.
Andy Lyon stated he attended the Malibu Surfing Classic at Surfrider Beach. He stated people were parking on the sidewalks and parking tickets were issued to the event attendees. He requested those tickets be voided.
Barry Haldeman stated he was on the Malibu Arts Commission and the Malibu Film Society. He discussed the Temporary Use Permit Ordinance.
Mayor Stewart requested the speaker hold their comments on the TUP item until Item No. 4.A.
Bob G. requested an update on Public Works Commissioner Jo Drummond’s residency. He requested she sign an affidavit that she had resided at her property in the City for her entire term on the Planning Commission.
Jo Drummond stated she was willing to sign an affidavit confirming that she lives in the City. She stated Malibu Township Council was being targeted during the election campaigns. She discussed the accusations and the mission of the Malibu Township Council.
ITEM 2.B. COMMISSION / COMMITTEE / CITY MANAGER UPDATES Scott Dittrich, Public Works Commission, discussed Caltrans’ public outreach on PCH design projects. He discussed challenges implementing bike lanes in Eastern Malibu. He encouraged the public to participate in upcoming Caltrans workshops on September 12, 2024.
City Manager McClary discussed the legislature’s approval of SB 1297 authorizing speed cameras in Malibu and SB 1509 adding additional penalties for exceeding 6 Malibu City Council
Minutes of September 9, 2024
_________________________
the speed limit on PCH. He stated the next step was the Governor’s approval. He announced the California Coastal Commission (CCC) hearing for the appeal of the Lechuza Beach project on Friday. He stated staff would attend the meeting and speak at the hearing. He discussed a shopping cart retrieval operation in front of the Malibu Library. He stated the LAZ overnight parking team was fully in place and had issued 156 oversized vehicle citations in the last month. He discussed oversized vehicles in the City. He announced the Public Safety and Preparedness Fair on Sunday. He announced a Malibu Disaster Council meeting on Thursday to review the City’s updated Emergency Operation Plan. He discussed Phase 2 of the Community Land Outreach Project and announced a pop-up event on September 17, 2024. He discussed the new 5:30 p.m. start time beginning at the October 14, 2024 Regular meeting and the new agenda format for Regular meetings. He discussed an increase in citations issued for hazardous driving and speeding since contracting with California Highway Patrol. He announced the virtual workshop for the Caltrans PCH Master Plan on September 12, 2024. He announced the public hearing for the Housing Element on September 23, 2024. He stated he attended a PCH Master Plan workshop and a Business Roundtable meeting.
Sergeant Chris Soderlund, Los Angeles County Sheriff Department, presented the crime statistics for August 2024. He stated there were 307 Part One crimes for the year, which was a decrease from last year. He stated there was also a reduction in vehicle burglaries and theft from unlocked vehicles. He stated the Beach Team issued 396 citations for alcohol on the beach, made seven arrests, issued 402 traffic citations, issued 1,472 parking citations, and towed 287 vehicles. He discussed an incident on September 6, 2024 with a fight in progress at Malibu Colony Liquor.
He discussed incidents of reckless driving. He discussed the Special Assignment Deputies and stated they made 13 arrests and discussed their training.
In response to Councilmember Grisanti, Sergeant Soderlund stated he did not know if the reckless drivers were Malibu residents.
Councilmember Uhring discussed complaints he received from the public regarding issues related to homelessness.
In response to Councilmember Uhring, Sergeant Soderlund recommended Councilmember Uhring review the Board of Supervisor’s statements on the issue.
Councilmember Silverstein discussed ways to tow vehicles with proper notice.
Mayor Stewart indicated support for bringing back an item.
MOTION Councilmember Grisanti moved, and Councilmember Uhring seconded a motion to direct staff to bring back an item to discuss enforcement options for vehicles which have been issued multiple parking tickets. The motion carried unanimously.
ITEM 2.C. SUBCOMMITTEE REPORTS / COUNCIL COMMENTS
7 Malibu City Council
Minutes of September 9, 2024
_________________________
In response to Councilmember Grisanti, Mr. Haynie discussed the requirements for county water tanks. He discussed his proposal for 25,000-gallon private water tanks and how they could be approved. He stated he would look into using rain for rent trailers.
Mayor Pro Tem Riggins stated the County’s plans for the water tank replacement were still being developed. She recommended City staff stay in contact with the County regarding their plans.
Councilmember Grisanti stated he attended a meeting at Pepperdine University and discussed Pepperdine’s new nursing program. He stated he attended Smart Coast California’s Annual Symposium at his own expense. He stated he participated in the Blue Flag Beach panel and an insurance panel. He discussed sand replenishment projects. He stated he participated in the Wave of Flags set-up at Pepperdine University.
Councilmember Uhring discussed an anonymous letter he received from Concerned Citizens of Malibu regarding code enforcement complaints. He stated the letter was sent to property owners with open code enforcement cases. He suggested staff run a search for code enforcement complaints made by himself, John Mazza, or the Malibu Township Council. He discussed misleading anonymous letters sent to the residents in the past.
Councilmember Silverstein addressed Jeremy and discussed individuals’ right to say what they want at public meetings. He stated it was off-putting when individuals commented anonymously and he had not taken any retribution against public speakers. He invited Jeremy to call him anonymously and discuss his statements. He refuted the accusations against him. He discussed the letter from Concerned Citizens of Malibu and encouraged the City to disclose any code enforcement complaints from the individuals named in the letter.
Mayor Pro Tem Riggins stated she attended a PCH Master Plan workshop, and the Community Lands meeting at Trancas field. She proposed adopting a resolution supporting the school bond for Malibu schools.
MOTION Mayor Pro Tem Riggins moved and Councilmember Grisanti seconded a motion to direct staff to bring back an item to consider supporting Measure MM, the Malibu School Bond. The motion carried unanimously.
Mayor Stewart stated he attended an Administration and Finance Subcommittee meeting and a Business Roundtable meeting. He thanked Senator Allen, Assemblymember Irwin, Supervisor Horvath, Deputy City Manager Brown, Michele Shane, Bridgette Thompson, Barry Stewart, California Strategies Lobbyists, and Captain Seetoo for their work on the speed camera bill. He discussed fire danger and recommended everyone download the app Watch Duty to tack brush fires. He discussed the Line Fire in San Bernadino County and other fires in Orange County and Glendora.
8 Malibu City Council
Minutes of September 9, 2024
_________________________
ITEM 3 CONSENT CALENDAR
Item No. 3.A.1. was pulled by the public. Item Nos. 3.A.1. was pulled by the Council.
MOTION Councilmember Silverstein moved, and Councilmember Uhring seconded a motion to approve the Consent Calendar, pulling Item No. 3.A.1. The motion carried unanimously.
The Consent Calendar consisted of the following items:
B. New Items
1. Waive Further Reading
Recommended Action: After the City Attorney has read the title, waive full reading of ordinances considered on this agenda for introduction on first reading and/or second reading and adoption.
2. Approve Warrants
Recommended Action: Allow and approve warrant demand numbers 73380-73526 on the register from the General Fund and direct the City Manager to pay out the funds to each of the claimants listed in Warrant Register No. 753 in the amount of the warrant appearing opposite their names, for the purposes stated on the respective demands in a total amount of $2,667,927.00. City of Malibu payroll check number 5483 and ACH deposits were issued in the amount of $646,655.16.
3. Approval of Minutes
Recommended Action: Approve the minutes for the July 8, 2024 Regular Meeting and July 22, 2024 Regular Meeting.
4. Professional Services Agreement with California Skateparks Recommended Action: Authorize the Mayor to execute a sole source Professional Services Agreement with California Skateparks related to repairs of the Temporary Skate Park.
5. Approve Amendment to Contract for Special Legal Services with Leech, Tishman, Fuscado & Lampl, Inc. to Provide for Representation of the City related to the Matter of City of Malibu v. Federal Aviation Administration related to Aviation Noise and Impacts Generated from Changes to Los Angeles International Airport Flight Paths
Recommended Action: Authorize the City Manager to execute a fourth amendment to the Agreement for Legal Services with Leech, Tishman, Fuscado & Lampl, Inc. for representation of the City related to the matter of Malibu v. Federal Aviation Administration, No. 24-2503.
The following items was pulled from the consent calendar for individual consideration:
A. Previously Discussed Items
1. Malibu Inn Motel Project Denial
9 Malibu City Council
Minutes of September 9, 2024
_________________________
Recommended Action: Pursuant to the City Council’s direction at the May 13, 2024 meeting, review and adopt draft Resolution No. 24-46 granting Appeal No. 23-004 to the Planning Commission’s approval of the Malibu Inn Motel Project (Project); finding the proposed denial exempt under the California Environmental Quality Act (CEQA) and rescinding adoption of Mitigated Negative Declaration (MND) No. 20-003 and Initial Study (IS) No. 20-003; denying Coastal Development Permit No. 09-067 for the construction of a new 7,693 square foot, 20-room motel above a new subterranean parking garage, surface parking lot, rooftop deck with swimming pool, spa and bar area, grading, retaining walls, landscaping, a new onsite wastewater treatment system (OWTS), including Variance (VAR) No. 18-030 for construction on slopes steeper than 3 to 1, VAR No. 18-031 for a retaining wall that is an integral part of the building in excess of 12 feet in height, VAR No. 20-035 for surface parking within the required front yard setback, and Site Plan Review (SPR) No. 18-025 for a building height in excess of 18 feet, not to exceed 24 feet for a flat roof; denying Conditional Use Permit (CUP) No. 18-002 for a motel in the Commercial Visitor Serving-1 (CV-1) zoning district and sale of alcohol; and disallowing authorization for the Planning Director to submit a Letter of Public Convenience or Necessity for the Sale of Alcohol; for the Project located in the CV-1 zoning district at 22959 Pacific Coast Highway (Surfrider Plaza, LLC).
Mayor Stewart opened the floor to public comment.
Speakers: Matthew D. Hinks, Steven Hakim, Jo Drummond, Doug Burdge, and Andy Lyon
As there were no other speakers present, Mayor Stewart returned the matter to the table for discussion.
The Council discussed the item and directed questions to staff.
MOTION Mayor Pro Tem Riggins moved, and Councilmember Uhring seconded a motion to adopt draft Resolution No. 24-46 granting Appeal No. 23-004 to the Planning Commission’s approval of the Malibu Inn Motel Project (Project); finding the proposed denial exempt under the California Environmental Quality Act (CEQA) and rescinding adoption of Mitigated Negative Declaration (MND) No. 20-003 and Initial Study (IS) No. 20-003; denying Coastal Development Permit No. 09-067 for the construction of a new 7,693 square foot, 20-room motel above a new subterranean parking garage, surface parking lot, rooftop deck with swimming pool, spa and bar area, grading, retaining walls, landscaping, a new onsite wastewater treatment system (OWTS), including Variance (VAR) No. 18-030 for construction on slopes steeper than 3 to 1, VAR No. 18-031 for a retaining wall that is an integral part of the building in excess of 12 feet in height, VAR No. 20-035 for surface parking within the required front yard setback, 10 Malibu City Council
Minutes of September 9, 2024
_________________________
and Site Plan Review (SPR) No. 18-025 for a building height in excess of 18 feet, not to exceed 24 feet for a flat roof; denying Conditional Use Permit (CUP) No. 18-002 for a motel in the Commercial Visitor Serving-1 (CV-1) zoning district and sale of alcohol; and disallowing authorization for the Planning Director to submit a Letter of Public Convenience or Necessity for the Sale of Alcohol; for the Project located in the CV-1 zoning district at 22959 Pacific Coast Highway (Surfrider Plaza, LLC).
The Council discussed the item.
The question was called, and the motion carried unanimously.
The Council discussed the project’s application number.
RECESS At 8:30 p.m., Mayor Stewart recessed the meeting. The meeting resumed at 8:40 p.m. with all Councilmembers present.
ITEM 4 ORDINANCES AND PUBLIC HEARINGS
A. Amendment to Malibu Municipal Code Chapter 17.68 (Temporary Use Permits) Recommended Action: 1) After the City Attorney reads the title of the ordinance, introduce on first reading Ordinance No. 522, adopting Zoning Text Amendment No. 21-005 amending Malibu Municipal Code Chapter 17.68 to update regulations related to Temporary Use Permits and finding the action exempt from the California Environmental Quality Act; and 2) Direct staff to schedule the second reading and adoption of Ordinance No. 522 for the September 23, 2024 Regular City Council meeting.
Contract Planner Smith presented the staff report.
CM, CC, and CA discussed PSPS in the City.
Contract Planner Smith continued the staff report.
The Council directed questions to staff.
Mayor Stewart opened the floor to public comment.
Speakers: Norm Haynie, Mark Wetton, Kenneth Ehrlich, Jackson McNeill, Matt Boroyzuer, Jo Drummond, E Barry Haldeman, and Karin Al-Hardan As there were no other speakers present, Mayor Stewart returned the matter to the table for discussion.
The Council discussed the item and directed questions to staff. 11 Malibu City Council
Minutes of September 9, 2024
_________________________
CONSENSUS
By consensus, the Council directed staff to bring back a revised Temporary Use Permit Ordinance with additional analysis based on the City Council’s feedback MOTION Councilmember Silverstein moved, and Mayor Pro Tem Riggins second a motion hear Item No. 4.B. after 10:30 p.m. The motion carried unanimously.
B. Proposed Schedule of Fees Fiscal Year 2024-25
Recommended Action: 1) Conduct the Public Hearing; and 2) Adopt Resolution No. 24-25 establishing the Schedule of Fees for Fiscal Year 2024-25.
Assistant City Manager Toney and Kushboo Ingle, Matric Consulting, presented the staff report.
The Council directed questions to staff.
Mayor Stewart opened the floor to public comment.
Speakers: Jo Drummond (Kevin Keegan deferred time to Jo Drummond) As there were no other speakers present, Mayor Stewart returned the matter to the table for discussion.
The Council discussed the item and directed questions to staff.
MOTION Councilmember Grisanti moved to adopt Resolution No. 24-25 establishing the Schedule of Fees for Fiscal Year 2024-25.
The motion died on the floor due to lack of a second.
The Council discussed the item.
CONSENSUS
By consensus, the Council directed staff to schedule a Work Session for the Schedule of Fees for Fiscal Year 2024-25.
ITEM 5 OLD BUSINESS
None.
ITEM 6 NEW BUSINESS
None.
ITEM 7 COUNCIL ITEMS
None.
12 Malibu City Council
Minutes of September 9, 2024
_________________________
ADJOURNMENT
At 11:47 p.m., Mayor Pro Tem Riggins moved, and Councilmember Grisanti seconded a motion to adjourn the meeting. The motion carried unanimously.
Approved and adopted by the City Council of the
City of Malibu on __________.
_________________________________
DOUG STEWART, Mayor
ATTEST:
_________________________________
KELSEY PETTIJOHN, City Clerk
(seal)
13 City of Malibu
Memorandum
Agenda Item # 1.B.4.
To: Mayor Stewart and the Honorable Members of the City Council From: Ruth F. Quinto, CPA, City Treasurer
Subject: Investment Report for the Month Ending September 30, 2024 RECOMMENDED ACTION: Receive the Investment Report for the month ending September 30, 2024.
The portfolio is in compliance with the City’s Investment Policy. The City has sufficient liquidity to meet expenditure requirements for at least six months. This monthly Investment Report is in conformance with Government Code 53636, stating the Treasurer may render a quarterly report to the legislative body within 45 days following the end of the quarter covered by the report.
The City’s portfolio is invested in the following categories:
Cash and Cash Equivalents 21.03%
U.S. Treasury 71.57%
U.S. Agencies 0.00%
Certificates of Deposit 7.40%
Investments month to month:
Investment
Issuer/Instrument Type
August 31, 2024 September 30, 2024
Amount
(in millions) Yield(A) %
Amount
(in millions) Yield(A) %
Operating Cash Cash $14.19 4.68% 13.03% $10.83 4.25% 10.15% LAIF Cash $2.21 4.57% 2.03% $2.21 4.58% 2.08%
CDs Investment $8.61 4.34% 7.91% $7.89 4.26% 7.40%
Treasury Bills Investment $0.00 0.00% 0.00% $0.00 0.00% 0.00% Treasury Notes Investment $79.69 4.37% 73.14% $76.06 4.40% 71.32% Treasury STRIPS Investment $0.26 4.21% 0.24% $0.26 4.21% 0.25% Money Market Cash $3.99 5.32% 3.66% $9.39 5.27% 8.80%
Total/Blended Yield $108.95 4.45% $106.64 4.45%
Total Duration(Years) 1.16 1.07
(A)Yield is based on Purchase Yield for Treasury Bills
2-Year U.S. Treasury Note Benchmark, as of September 30, 2024: 3.66% The fair market value of all investments held by the City is $106,639,851 as of September 30, 2024.
ATTACHMENTS:
1. City of Malibu Investment Statement
2. City of Malibu Portfolio Analysis Statement
City Council Meeting
10-28-24
Item
1.B.4.
1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
SNAPSHOT
Current period ending September 30, 2024
ACCOUNT NAME: CITY OF MALIBU
RUTH QUINTO
ACCOUNT NUMBER:
Your Financial Advisor:
WILLIAM GOMBERG 701 S PARKER STREET
Phone: 714-497-1366 SUITE 2500
ORANGE, CA 92868
If you have more than one account with us, why not link them and receive summary information for your entire household? Contact Your Financial Advisor for more details.
CITY OF MALIBU Message from Our Firm
RUTH QUINTO THE UNAUDITED STATEMENT OF FINANCIAL CONDITION AS OF JUNE 30, 2024, FOR WELLS 23825 STUART RANCH ROAD FARGO CLEARING SERVICES LLC IS AVAILABLE AT WELLSFARGOCLEARINGSERVICESLLC.COM. IF YOU WOULD LIKE A PAPER COPY, AT NO MALIBU CA 90265-4861 COST, PLEASE CALL 1-866-281-7436.
News
SHOULD YOU NEED ADDITIONAL DETAILS ABOUT A SPECIFIC TRANSACTION REFLECTED ON
YOUR STATEMENT, THE INFORMATION IS AVAILABLE ONLINE OR BY CONTACTING THE CLIENT SERVICE NUMBER ON YOUR STATEMENT.
Investment and Insurance Products are: Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), a registered broker-dealer and non-bank affiliate of Wells Fargo • Not Insured by the FDIC or Any Federal Government Agency & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank entity is a separate entity from WFAFN. Account(s) carried by Wells Fargo Clearing Affiliate Services, LLC, Member SIPC.
• Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
SNAPSHOT
072 ANCA ANC9
25 General About your rights and responsibilities instructions and disclosures Questions and complaints about Your Account: This account statement contains important information About this statement about your brokerage account, including recent transactions. All account statements sent to you shall be deemed Clearing services: Wells Fargo Clearing Services, LLC (WFCS), an indirect wholly owned subsidiary of Wells complete and accurate if not objected to in writing within ten days of receipt. We encourage you to review the details Fargo & Company, is a clearing broker-dealer registered with the Securities and Exchange Commission (SEC) and in this statement. If you do not understand any of the information in your statement or if you believe there are any the Municipal Securities Rulemaking Board (MSRB) and is a member of the New York Stock Exchange (NYSE), the inaccuracies or discrepancies in your statement, you should promptly report them to both WFCS and to the manager Financial Industry Regulatory Authority (FINRA) and all principal U.S. exchanges. WFCS carries your account(s) and of the Wells Fargo Advisors Financial Network office listed on the front of your statement. To further protect your acts as your custodian for funds and securities deposited with us directly by you, through our affiliated broker-dealer, rights, including any rights under the Securities Investor Protection Act, any verbal communications with either your Wells Fargo Advisors Financial Network, LLC (Wells Fargo Advisors) or as a result of transactions WFCS processes Wells Fargo Advisors Financial Network office or with WFCS should be re-confirmed in writing. Inquiries or for your account. Twice a year, WFCS publishes on its web site www.wfclearing.com a statement of the firm's complaints about your account statement, including the positions and balances in your account, may be directed to financial condition. A financial statement of this organization is available for your personal inspection at its offices, or Wells Fargo Advisors Client Services at (866) 258-4606 or ATTN: H0005-087, 1 N. Jefferson Ave, St. Louis, MO a copy of it will be mailed upon your written request. Unless and until we receive written notice from you to the 63103. contrary, WFCS may, without inquiry or inves igation, accept from Wells Fargo Advisors (i) orders for the purchase or Public disclosure: You may reach FINRA by calling the FINRA BrokerCheck Hotline at (800) 289-9999 or by visiting sale of securities for your account on margin or otherwise, and (ii) any other instructions concerning your account. the FINRA website at www.finra.org. An investor brochure that includes information describing FINRA BrokerCheck Trade date statement and trade details: All activity and positions on this statement are shown as of the date a is available from FINRA upon request. A brochure describing the FINRA Pricing of Securities Regula ion Public trade is entered on the brokerage trading system (i.e., the trade date). Proceeds from the sale of securities and costs Disclosure Program is also available from the FINRA upon request. for the purchase of securities are not transacted through your account until the actual settlement date of the trade. MSRB disclosure: A brochure describing the protections available under MSRB rules and how to file a complaint is The time of the transactions, the name of the buyer or seller, and the source and amount of any commission or fee available at www.MSRB.org. will be furnished upon written request.
Account protection: WFCS is a member of the Securities Investor Protection Corporation (SIPC) which protects Pricing of securities: Securities prices on your statement may vary from actual liquidation value. Prices are against the loss of cash and securities held in client accounts of a SIPC member firm in the event of the member's provided by outside quotation services which we believe are reliable but due to the nature of market data the accuracy insolvency and liquidation. SIPC coverage is limited to $500,000 per customer, including up to $250,000 for cash. For cannot be guaranteed. In the absence of such pricing, prices are estimated by WFCS using available information and more information on SIPC coverage, please see the explanatory brochure at www.sipc.org or contact SIPC at (202) its judgment. Such estimates may not reflect actual trades and do not reflect a commitment by the firm to buy or sell 371-8300. In addition, WFCS maintains additional insurance coverage provided through London Underwriters (led by at those prices. Securities listed on a national exchange are priced as of the close of the statement period. Unlisted Lloyd's of London Syndicates). This additional insurance policy becomes available to clients if their SIPC limit is shares may be valued at the current best published "bid-price", and, if none exists, the last reported transaction if exhausted and provides additional protection up to a firm aggregate of $1 billion, including up to $1.9 million for cash occurring within the last 45 days. Prices of securities not actively traded may not be available and are indicated by per client. SIPC does not insure the quality of investments or protect against market losses. SIPC only protects the "N/A." Corporate and municipal bonds and other fixed income securities are priced by a computerized pricing service custody function of their members, which means that SIPC works to restore to clients their securities and cash that or, if less actively traded, by utilizing a yield-based matrix system to arrive at an estimated market value. Listed are in their accounts when the member firm liquidation begins. Not all investments are protected by SIPC. In general, options are priced based on the closing "bid-ask" prices and the last reported trade. Mutual fund shares are priced at SIPC does not cover instruments such as unregistered investment contracts, unregistered limited partnerships, fixed net asset value. Shares of direct participation program (DPP) and real estate investment trust (REIT) securities that annuity contracts, escrow receipts, direct investments, currency, commodities or related contracts, hedge funds and are not listed on a national exchange are generally illiquid. Because no trading market exists for these investments, certain other investments. their values are estimated. Unless otherwise indicated, the values shown for DPP and REIT securities have been provided by the management of each program and represent that management's estimate of the investor's interest in Free credit balances: Free credit balances are not segregated and may be used by WFCS in the operation of its the net assets of the program. See statement sections for additional pricing information. Values for hedge funds and business in accordance with applicable laws and regulations. You have the right to receive from us in the course of certain managed futures funds are provided on a month delay basis. Other managed futures funds may be priced normal business operations, subject to any open commitments in any of your accounts, any free credit balances to more frequently. Long-term certificates of deposit (maturity beyond one year from date of issue) are priced using a which you are entitled. market value pricing model. The sale or redemption price of your securities may be higher or lower than the prices Investment objectives/Risk tolerances: Please inform us promptly of any material change that might affect shown on your statement. For an actual quote, contact the individual servicing your account. your investment objectives, risk tolerances or financial situation, or if you wish to impose or change any reasonable Estimated annual income/yield: Estimated Annual Income (EAI), when available, reflects the estimated amount restrictions on the management of your account. A copy of the Investment Advisory Services Disclosure document is you would earn on a security if your current position and its related income remained constant for a year. Estimated available without charge upon request. Please contact the individual denoted on the front of your statement to update Annual Yield (EAY), when available, reflects the current estimated annual income divided by the current value of the your information and to receive a copy of this document. security as of the statement closing date. EAI and EAY are estimates and the actual income and yield might be lower Option accounts: Pursuant to FINRA Rule 2360, option assignment notices are randomly allocated by an or higher than the estimated amounts. EAY reflects only the income generated by an investment. It does not reflect automated process amongst all client short option positions that are subject to exercise, including posi ions changes in its price, which may fluctuate. The information used to derive these estimates is obtained from various established on the day of assignment. Transaction confirmations that were previously furnished to you provides outside vendors; WFCS and Wells Fargo Advisors Financial Network, LLC are not responsible for incorrect or information on commissions and other charges related to your option transaction executions. Details of our random missing estimated annual income and yields. Past performance is not a guarantee of future results. allocation procedures and copies of transaction confirmations are available upon request.
Income summary: The Income summary displays all income as recorded in the tax system as of period end date.
The totals in the Cash flow snapshot may not match the totals in the Income snapshot due to reclassifications or other corrections made in the tax system. Remember, you may have certain products that are not included in these figures and whose income is only available on the tax forms sent to you at year-end. Reclassifications and other tax reporting requirements may alter these numbers both during and after year end. You should rely only on tax reporting documents. Contact your tax advisor if you have any questions about the tax consequences of your brokerage activity.
Texas designation: If you are a resident of Texas who has purchased mutual fund shares, you may designate a representative to receive notification to assist in avoiding escheatment of assets in your investment account to the State of Texas. The designated representative does not have any rights to your account. Please use the Texas Unclaimed Property link (https://claimittexas.org/) to access the Designation of Representative for Notice Request form which you may complete and return to us at ATTN: H0006-08K, 1 N. Jefferson Ave, St. Louis, MO 63103 or return by email at [email protected].
Tax reporting: We are required by federal law to report annually to you and to the Internal Revenue Service (IRS) on Form(s) 1099 interest income, dividend payments and sales proceeds including cost basis information for applicable transactions credited to your account.
26 News from Wells Fargo Advisors
Important notice regarding amendments to your account agreement Please note that some of the terms and conditions of the General Account Agreement and Disclosure Document (GAADD) have been amended to reflect the following:
1. INTRODUCTION
The terms and conditions of this Client Agreement ("Agreement") will control the brokerage account and your Advisory Program Account you are opening with Wells Fargo Clearing Services, LLC ("WFCS") or Wells Fargo Advisors Financial Network, LLC ("WFAFN") and any other brokerage account you previously opened with our predecessors, or open with us in the future. Based on your selection and eligibility, your Account will be either a cash brokerage account or margin account.
4. COMMUNICATIONS, RECORDING AND MONITORING, STATEMENTS AND CONFIRM You agree that your beneficiaries and trusted contacts have authorized you to share their contact information with us, and consent to receive communications related to this account from Wells Fargo. We will only contact your beneficiaries in the event of your death or incapacity, or as otherwise permitted by law. You agree that we are authorized to contact any designated trusted contact and disclose information about your account(s) to address possible financial exploitation, to confirm the specifics of your current contact information, health status, or the identity of any legal guardian, executor, trustee or holder of a power of attorney, or as otherwise permitted by applicable rules and law including, but not limited to, FINRA Rule 2165. You agree that we may communicate with persons who claim to have legal authority to act on your behalf to determine whether those persons have such legal authority. Further, if we suspect any suspicious, irregular, fraudulent, unauthorized or unlawful activities regarding your Account, you agree that we may notify certain third parties who we reasonably believe, in our sole discretion, are closely associated with you solely about the concerning activity. This authorization applies only to Wells Fargo Advisors; all other business units within Wells Fargo will remain bound to any solicitation preferences that have otherwise been requested by you with Wells Fargo. This authorization will remain in effect until it is specifically revoked by you. This authorization will not be affected by any subsequent solicitation preference requests you make of Wells Fargo generally.
10. SECURITY INTEREST, INDEBTEDNESS, AND LIQUIDATION
a) Non-IRAs and Non-ERISA Accounts
Except for IRAs and ERISA Accounts, which are discussed in section 10(b) below, the Securities and/or Other Property that we or our Affiliates currently hold, hold in the future, carry, or maintain for you shall be subject to a lien, a continuing and perfected security interest, and a right of set-off for the discharge of any and all indebtedness or any other obligation you may have to us, regardless of when such indebtedness or obligation accrued, and are to be held by us as security for the payment of any liability or indebtedness of yours to us in any of your Accounts held by us or any of our Affiliates. WFA will maintain a right to charge, or continue to charge, your Account for commissions, account fees or other fees that are normal and customary as part of this Agreement or your relationship with us.
17. FEES AND CHARGES
We may assess your Account with charges to cover our services, or the termination of services, including, but not limited to, an annual household fee, operational and service fees, custodial fees, and transaction fees and commissions. Agents for foreign securities may impose a fee for custodial services rendered. If this fee is imposed, it will be passed to the client. You agree to pay the fees and charges specified in the Schedule of Miscellaneous Account and Services Fees, which may be amended at any time without notification to you.
You agree that we may debit your Account for any fees or charges that you incur, regardless of when such fees or charges were incurred, or any reasonable out-of-pocket expenses we may incur on your behalf. You agree to pay or reimburse us for all applicable state and local excise taxes. You will reimburse us for any actual expenses we incur to execute, cancel, or amend any wire transfer payment order, or perform any related act at your request. We may charge any Account of yours for such costs and expenses without prior notice to you.
27 *** THIS PAGE IS INTENTIONALLY LEFT BLANK ***
28 29
SNAPSHOT Page 2 of 25
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Cash flow summary THIS PERIOD THIS YEAR
Opening value of cash and sweep balances $2,783.49
Income and distributions 652,431.94 2,354,497.11
Securities sold and redeemed 4,750,000.00 20,057,400.87 Net additions to cash $5,402,431.94 $22,411,897.98
Securities purchased -5,155,184.59 -22,451,276.73
Net subtractions from cash -$5,155,184.59 -$22,451,276.73 Closing value of cash and sweep balances $250,030.84
Income summary * THIS PERIOD THIS YEAR
TAXABLE Money market/sweep funds 241.67 9,006.41
Interest 633,672.42 2,163,816.40
Ordinary dividends and ST capital gains 18,517.85 160,740.11 Total taxable income $652,431.94 $2,333,562.92
Total federally tax-exempt income $0.00 $0.00
Total income $652,431.94 $2,333,562.92
* Certain distributions made in the current year are reported as prior year income according to IRS regulations. This may cause a difference between Cash Flow and Income Summary totals.
Gain/loss summary UNREALIZED THIS PERIOD REALIZED THIS YEAR REALIZED Short term (S) 840,653.03 0.00 0.00
Long term (L) 943,346.27 0.00 0.00
Total $1,783,999.30 $0.00 $0.00
SNAPSHOT
072 ANCA ANC9
30 SNAPSHOT Page 3 of 25
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Your Financial Advisor Client service information
WILLIAM GOMBERG 701 S PARKER STREET Client service: 800-266-6263 Phone: 714-497-1366 SUITE 2500 Website: www.wellsfargoadvisors.com ORANGE, CA 92868
Account profile
Full account name: CITY OF MALIBU
RUTH QUINTO
Account type: Brokerage Cash Services For your consideration Brokerage account number: Go paperless. Accessing your account documents online is easy, secure, and Brokerage Cash Services number: costs nothing. Sign on at wellsfargoadvisors.com, go to Portfolio and select Tax status: Non-Profit Statements & Docs, and then click on the Delivery Preferences link. Choose Investment objective/Risk tolerance:* CONSERVATIVE INCOME Paperless - All Docs or view your Delivery Settings details to select specific Time horizon:* INTERMEDIATE (3-5 YEARS) account documents for paperless delivery. If you do not have a Username and Liquidity needs:* MODERATE Password, visit wellsfargoadvisors.com/signup or call 1-877-879-2495 for Cost Basis Election: First in, First out enrollment assistance.
Sweep option: ALLSPRING GOVERNMENT MONEY
MARKET Document delivery status
*For more information, please visit us at: www.wellsfargoadvisors.com/disclosures Paper Electronic Statements: X Available funds Trade confirmations: X
Cash -518.74 Tax documents: X
Money market and sweep funds 250,549.58 Shareholder communications: X Available for loan 0.00 Other documents: X
Your total available funds $250,030.84
SNAPSHOT
072 ANCA ANC9
31
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Bond maturity schedule % OF
MATURING IN: AMOUNT MATURING CURRENT VALUE MATURING VALUE under 1 year 33,110,000.00 32,908,913.80 38.65
60,000,00 1 to 5 years 52,560,000.00 51,300,968.75 61.35 6 to 10 years 0.00 0.00 0.00
40,000,00 11 to 15 years 0.00 0.00 0.00
16 to 20 years 0.00 0.00 0.00
21 to 30 years 0.00 0.00 0.00
20,000,00 over 30 years 0.00 0.00 0.00
Total $85,670,000.00 $84,209,882.55 100.00%
0 under 1 1 - 5 6 - 10 11 - 15 16 - 20 21 - 30 Over 30
Years
Additional information
THIS PERIOD THIS YEAR THIS PERIOD THIS YEAR
Accrued interest on purchases 0.00 -78,256.65 Gross proceeds 4,750,000.00 20,057,400.87 Portfolio detail
Cash and Sweep Balances
Sweep Balances - You have the right, in the course of normal business operations, to withdraw balances in the Bank Deposit Sweep Program(s) or redeem shares of the money market mutual fund used in the sweep, subject to any open commitments in any of your accounts and have the proceeds returned to your accounts or remitted to you. The money market mutual funds in the sweep reserve the right to require one or more day's prior notice before permitting withdrawals.
Money Market Mutual Fund - Funds seek to preserve a value at $1.00 per share, but it is possible to lose money by investing in these funds. Investments in money market funds are not bank deposits and are not insured by the FDIC or any other government agency. They are instead covered by SIPC. Estimated Annual Yield on money market funds, when available, reflects the current estimated yield for the Interest Period dates displayed. For more complete information, including fees, expenses and risks, please request a prospectus from Your Financial Advisor.
% OF CURRENT EST MATED ESTIMATED CURRENT
DESCRIPTION ACCOUNT MARKET VALUE ANNUAL INCOME YIELD (%) Cash 0.00 -518.74 0.00 N/A
ALLSPRING 0.27 250,549.58 11,801.00 4.71
GOVERNMENT MONEY MARKET
Interest Period 09/01/24 - 09/30/24
Total Cash and Sweep Balances 0.27 $250,030.84 $11,801.00 072 ANCA ANC9
Amount Maturing
32
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Fixed Income Securities
Corporate and municipal bonds and other fixed income securities are priced by a computerized pricing service or, for less actively traded issues, by utilizing a yield-based matrix system to arrive at an estimated market value.
Government Bonds
ESTIMATED
% OF ADJ PRICE/ ADJ COST/ CURRENT CURRENT UNREALIZED ACCRUED ANNUAL ANNUAL DESCRIPTION ACCOUNT QUANTITY ORIG PRICE ORIG COST PRICE MARKET VALUE GAIN/LOSS INTEREST INCOME YIELD (%) US TREASURY ^
NOTES
CPN 2.250% DUE 10/31/24
DTD 10/31/17 FC 04/30/18
Moody AAA
CUSIP 9128283D0
Acquired 10/19/23 S 11.04 10,360,000 97.01 10,050,353.13 99.7820 10,337,415.20 287,062.07 97,547.28 233,100 2.25
US TREASURY
NOTES
CPN 4.250% DUE 12/31/24
DTD 01/03/23 FC 06/30/23
Moody AAA
CUSIP 91282CGD7
Acquired 10/02/23 S 4.58 4,290,000 98.88 4,242,319.62 99.8850 4,285,066.50 42,746.88 46,076.70 182,325 4.25
US TREASURY
NOTES
CPN 1.500% DUE 02/15/25
DTD 02/15/22 FC 08/15/22
Moody AAA
CUSIP 91282CDZ1
Acquired 08/09/23 L 5.51 5,215,000 95.21 4,965,249.23 98.8890 5,157,061.35 191,812.12 9,990.70 78,225 1.51
US TREASURY
NOTES
CPN 1.750% DUE 03/15/25
DTD 03/15/22 FC 09/15/22
Moody AAA
CUSIP 91282CED9
Acquired 03/15/23 L 4,000,000 96.35 3,854,194.52 3,954,080.00 99,885.48 Acquired 08/10/23 L 5,330,000 95.31 5,080,154.94 5,268,811.60 188,656.66 Total 9.85 9,330,000 $95.75 $8,934,349.46 98.8520 $9,222,891.60 $288,542.14 $7,216.58 $163,275 1.77 072 ANCA ANC9
33
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Fixed Income Securities
Government Bonds continued
ESTIMATED
% OF ADJ PRICE/ ADJ COST/ CURRENT CURRENT UNREALIZED ACCRUED ANNUAL ANNUAL DESCRIPTION ACCOUNT QUANTITY ORIG PRICE ORIG COST PRICE MARKET VALUE GAIN/LOSS INTEREST INCOME YIELD (%)
US TREASURY
NOTES
CPN 3.125% DUE 08/15/25
DTD 08/15/22 FC 02/15/23
Moody AAA
CUSIP 91282CFE6
Acquired 11/30/23 S 1.55 1,465,000 97.59 1,429,755.44 99.2010 1,453,294.65 23,539.21 5,847.07 45,781 3.15
US TREASURY
NOTES
CPN 3.500% DUE 09/15/25
DTD 09/15/22 FC 03/15/23
Moody AAA
CUSIP 91282CFK2
Acquired 03/15/23 L 4,000,000 99.85 3,994,132.00 3,981,760.00 -12,372.00 Acquired 08/09/23 L 15,120,000 97.78 14,785,075.41 15,051,052.80 265,977.39 Total 20.33 19,120,000 $18,779,207.4 99.5440 $19,032,812.80 $253,605.39 $29,577.90 $669,200 3.52 $98.21 1
US TREAS STRIPS 02/26
INTEREST PMT
DUE 02/15/26
DTD 02/15/96
Moody NR , S&P NR
CUSIP 912833LY4
Acquired 01/24/24 S 0.28 276,000 94.44 260,660.64 94.9060 261,940.56 1,279.92 N/A N/A N/A
91.79 253,355.50
US TREASURY
NOTES
CPN 2.250% DUE 03/31/26
DTD 03/31/19 FC 09/30/19
Moody AAA
CUSIP 9128286L9
Acquired 03/15/23 L 4.18 4,000,000 96.38 3,855,382.00 97.8080 3,912,320.00 56,938.00 245.90 90,000 2.30 072 ANCA ANC9
34
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Fixed Income Securities
Government Bonds continued
ESTIMATED
% OF ADJ PRICE/ ADJ COST/ CURRENT CURRENT UNREALIZED ACCRUED ANNUAL ANNUAL DESCRIPTION ACCOUNT QUANTITY ORIG PRICE ORIG COST PRICE MARKET VALUE GAIN/LOSS INTEREST INCOME YIELD (%)
US TREASURY
NOTES
CPN 3.750% DUE 04/15/26
DTD 04/15/23 FC 10/15/23
Moody AAA
CUSIP 91282CGV7
Acquired 04/02/24 S 2.14 2,000,000 98.53 1,970,772.62 100.0030 2,000,060.00 29,287.38 34,631.15 75,000 3.74
US TREASURY
NOTES
CPN 0.750% DUE 08/31/26
DTD 08/31/21 FC 02/28/22
Moody AAA
CUSIP 91282CCW9
Acquired 03/15/23 L 4.05 4,000,000 91.07 3,643,007.00 94.6520 3,786,080.00 143,073.00 2,569.06 30,000 0.79
US TREASURY
NOTES
CPN 2.500% DUE 03/31/27
DTD 03/31/22 FC 09/30/22
Moody AAA
CUSIP 91282CEF4
Acquired 03/15/23 L 4.16 4,000,000 96.45 3,858,132.00 97.4290 3,897,160.00 39,028.00 273.22 100,000 2.56
US TREASURY
NOTES
CPN 2.625% DUE 05/31/27
DTD 05/31/22 FC 11/30/22
Moody AAA
CUSIP 91282CET4
Acquired 03/21/24 S 2.34 2,245,000 95.32 2,139,978.18 97.5620 2,190,266.90 50,288.72 19,804.76 58,931 2.69
US TREASURY
NOTES
CPN 3.125% DUE 08/31/27
DTD 08/31/22 FC 02/28/23
Moody AAA
CUSIP 91282CFH9
Acquired 03/15/23 L 2.00 1,894,000 98.59 1,867,461.42 98.7610 1,870,533.34 3,071.92 5,068.54 59,188 3.16 072 ANCA ANC9
35
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Fixed Income Securities
Government Bonds continued
ESTIMATED
% OF ADJ PRICE/ ADJ COST/ CURRENT CURRENT UNREALIZED ACCRUED ANNUAL ANNUAL DESCRIPTION ACCOUNT QUANTITY ORIG PRICE ORIG COST PRICE MARKET VALUE GAIN/LOSS INTEREST INCOME YIELD (%)
US TREASURY
NOTES
CPN 1.250% DUE 04/30/28
DTD 04/30/21 FC 10/31/21
Moody AAA
CUSIP 91282CBZ3
Acquired 04/02/24 S 2.94 2,985,000 88.91 2,654,128.14 92.2220 2,752,826.70 98,698.56 15,614.47 37,313 1.35
US TREASURY
NOTES
CPN 1.375% DUE 12/31/28
DTD 12/31/21 FC 06/30/22
Moody AAA
CUSIP 91282CDP3
Acquired 02/15/24 S 4.96 5,075,000 88.22 4,477,363.89 91.4060 4,638,854.50 161,490.61 17,634.93 69,781 1.50
US TREASURY
NOTES
CPN 2.875% DUE 04/30/29
DTD 04/30/22 FC 10/31/22
Moody AAA
CUSIP 91282CEM9
Acquired 04/30/24 S 1.62 1,565,000 92.50 1,447,763.07 97.0350 1,518,597.75 70,834.68 18,828.91 44,994 2.96 Total Government Bonds 81.54 77,820,000 $74,575,883.2 $76,317,181.85$1,741,298.60 $310,927.17 $1,937,113 2.54 5 $74,568,578.1
1 ^ Denotes bonds with a maturity date in the next 60 days. Please contact us for further investment opportunities or any assistance. 072 ANCA ANC9
36
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Fixed Income Securities
Certificates of Deposit
Long-term certificates of deposit (maturity beyond one year from date of issue) are priced using a market value pricing model.
ESTIMATED
% OF ADJ PRICE/ ADJ COST/ CURRENT CURRENT UNREALIZED ACCRUED ANNUAL ANNUAL DESCRIPTION ACCOUNT QUANTITY ORIG PRICE ORIG COST PRICE MARKET VALUE GAIN/LOSS INTEREST INCOME YIELD (%) BANK HAPOALIM BM NY CD ^
NEW YORK NY ACT/365
FDIC INSD
CPN 5.050% DUE 11/26/24
DTD 05/26/23 FC 11/26/23
CUSIP 06251A5N6
Acquired 05/18/23 L 0.27 250,000 100.00 250,000.00 99.9900 249,975.00 -25.00 4,427.40 12,625 5.05
MANUF & TRADERS TR CO CD
BUFFALO NY ACT/365
FDIC INSD
CPN 4.900% DUE 12/09/24
DTD 12/07/22 FC 06/07/23
CUSIP 564759RJ9
Acquired 11/28/22 L 0.27 250,000 100.00 250,000.00 100.0270 250,067.50 67.50 3,893.15 12,250 4.89
AMERICAN EXPR NATL BK CD
SALT LAKE CTY UT ACT/365
FDIC INSD
CPN 2.050% DUE 03/24/25
DTD 03/23/22 FC 09/23/22
CUSIP 02589ABV3
Acquired 03/17/22 L 0.21 200,000 100.00 200,000.00 98.8360 197,672.00 -2,328.00 89.86 4,100 2.07
ALLY BANK CD
BENSALEM PA ACT/365
FDIC INSD
CPN 5.250% DUE 03/24/25
DTD 03/23/23 FC 09/23/23
CUSIP 02007GM34
Acquired 03/14/23 L 0.27 250,000 100.00 250,000.00 100.3570 250,892.50 892.50 287.67 13,125 5.23
WELLS FARGO BANK NA CD
SIOUX FALLS SD ACT/365
FDIC INSD
CPN 4.900% DUE 05/23/25
DTD 05/23/23 FC 06/23/23
CUSIP 949764CT9
Acquired 05/18/23 L 0.27 250,000 100.00 250,000.00 100.3560 250,890.00 890.00 268.49 12,250 4.88 072 ANCA ANC9
37
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Fixed Income Securities
Certificates of Deposit continued
ESTIMATED
% OF ADJ PRICE/ ADJ COST/ CURRENT CURRENT UNREALIZED ACCRUED ANNUAL ANNUAL DESCRIPTION ACCOUNT QUANTITY ORIG PRICE ORIG COST PRICE MARKET VALUE GAIN/LOSS INTEREST INCOME YIELD (%)
BMO HARRIS BANK NA CD
CHICAGO IL ACT/365
FDIC INSD
CPN 4.850% DUE 05/27/25
DTD 05/24/23 FC 11/24/23
CUSIP 05600XQK9
Acquired 05/18/23 L 0.27 250,000 100.00 250,000.00 100.2890 250,722.50 722.50 4,318.49 12,125 4.83
AMERICAN COML BK & TR CD
OTTAWA IL ACT/365
FDIC INSD
CPN 5.000% DUE 06/06/25
DTD 12/06/23 FC 01/06/24
CUSIP 02519ACB1
Acquired 11/29/23 S 0.27 250,000 100.00 250,000.00 100.4670 251,167.50 1,167.50 856.17 12,500 4.97
BANK OF HOPE CD
LOS ANGELES CA ACT/365
FDIC INSD
CPN 4.400% DUE 07/14/25
DTD 01/12/24 FC 07/12/24
CUSIP 062683JQ1
Acquired 01/04/24 S 0.27 250,000 100.00 250,000.00 100.1150 250,287.50 287.50 2,441.10 11,000 4.39
FLAGSTAR BANK NA CD
TROY MI ACT/365
FDIC INSD
CPN 4.600% DUE 08/11/25
DTD 01/10/24 FC 07/10/24
CUSIP 33847GBY7
Acquired 01/04/24 S 0.27 250,000 100.00 250,000.00 100.3710 250,927.50 927.50 1,638.36 11,500 4.58
GOLDMAN SACHS BK USA CD
NEW YORK NY ACT/365
FDIC INSD
CPN 4.400% DUE 08/13/25
DTD 08/13/24 FC 08/13/25
CUSIP 38150VWM7
Acquired 08/05/24 S nc 0.27 250,000 100.00 250,000.00 100.2330 250,582.50 582.50 1,476.72 11,000 4.38 072 ANCA ANC9
38
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Fixed Income Securities
Certificates of Deposit continued
ESTIMATED
% OF ADJ PRICE/ ADJ COST/ CURRENT CURRENT UNREALIZED ACCRUED ANNUAL ANNUAL DESCRIPTION ACCOUNT QUANTITY ORIG PRICE ORIG COST PRICE MARKET VALUE GAIN/LOSS INTEREST INCOME YIELD (%)
BMW BK N AMERICA CD
SALT LAKE CTY UT ACT/365
FDIC INSD
CPN 5.100% DUE 09/17/25
DTD 03/17/23 FC 09/17/23
CUSIP 05580AX58
Acquired 03/14/23 L 0.27 250,000 100.00 250,000.00 101.0250 252,562.50 2,562.50 489.04 12,750 5.04
STATE BANK OF INDIA CD
NEW YORK NY ACT/365
FDIC INSD
CPN 4.950% DUE 12/02/25
DTD 12/02/22 FC 06/02/23
CUSIP 856285V81
Acquired 11/28/22 L 0.27 250,000 100.00 250,000.00 101.1200 252,800.00 2,800.00 4,102.39 12,375 4.89
SALLIE MAE BANK/SALT CD
SALT LAKE CTY UT ACT/365
FDIC INSD
CPN 4.750% DUE 12/15/25
DTD 12/13/23 FC 06/13/24
CUSIP 795451DG5
Acquired 12/07/23 S 0.27 250,000 100.00 250,000.00 100.9660 252,415.00 2,415.00 3,578.76 11,875 4.70
BANK OF AMERICA NA CD
CHARLOTTE NC ACT/365
FDIC INSD
CPN 4.950% DUE 01/05/26
DTD 07/03/24 FC 01/03/25
CUSIP 06051XFE7
Acquired 06/26/24 S 0.27 250,000 100.00 250,000.00 101.2660 253,165.00 3,165.00 3,051.37 12,375 4.88
ISRAEL DISCOUNT BK OF CD
NEW YORK NY ACT/365
FDIC INSD
CPN 4.450% DUE 02/09/26
DTD 08/07/24 FC 02/07/25
CUSIP 465076UQ8
Acquired 08/05/24 S 0.27 250,000 100.00 250,000.00 100.7230 251,807.50 1,807.50 1,676.37 11,125 4.41 072 ANCA ANC9
39
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Fixed Income Securities
Certificates of Deposit continued
ESTIMATED
% OF ADJ PRICE/ ADJ COST/ CURRENT CURRENT UNREALIZED ACCRUED ANNUAL ANNUAL DESCRIPTION ACCOUNT QUANTITY ORIG PRICE ORIG COST PRICE MARKET VALUE GAIN/LOSS INTEREST INCOME YIELD (%)
DOLLAR BANK FSB PA CD
PITTSBURGH PA ACT/365
FDIC INSD
CPN 4.000% DUE 02/27/26
DTD 08/28/24 FC 02/28/25
CUSIP 25665QDE2
Acquired 08/20/24 S 0.27 250,000 100.00 250,000.00 100.1590 250,397.50 397.50 931.51 10,000 3.99
COMENITY BANK CD
WILMINGTON DE ACT/365
JUMBO CD FDIC INSURED
CPN 2.000% DUE 03/18/26
DTD 03/18/22 FC 04/18/22
CUSIP 99000QQW7
Acquired 03/15/22 L 0.21 200,000 100.00 200,000.00 96.8551 193,710.20 -6,289.80 142.47 4,000 2.06
SYNCHRONY BANK CD
DRAPER UT ACT/365
FDIC INSD
CPN 5.000% DUE 03/24/26
DTD 03/24/23 FC 09/24/23
CUSIP 87165HX21
Acquired 03/14/23 L 0.27 250,000 100.00 250,000.00 101.5900 253,975.00 3,975.00 239.73 12,500 4.92
BARCLAYS BANK/DELAWAR CD
WILMINGTON DE ACT/365
FDIC INSD
CPN 4.000% DUE 08/28/26
DTD 08/28/24 FC 02/28/25
CUSIP 06740KSW8
Acquired 08/20/24 S 0.27 250,000 100.00 250,000.00 100.2940 250,735.00 735.00 931.51 10,000 3.98
TEXAS EXCHANGE BK SSB CD
CROWLEY TX ACT/365
CALLABLE FDIC INSD
CPN 1.100% DUE 10/29/26
DTD 10/29/21 FC 11/29/21
CALL 10/29/24 @ 100.000
CUSIP 88241TMC1
Acquired 10/22/21 L 0.25 250,000 100.00 250,000.00 94.6070 236,517.50 -13,482.50 15.06 2,750 1.16 072 ANCA ANC9
40
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Fixed Income Securities
Certificates of Deposit continued
ESTIMATED
% OF ADJ PRICE/ ADJ COST/ CURRENT CURRENT UNREALIZED ACCRUED ANNUAL ANNUAL DESCRIPTION ACCOUNT QUANTITY ORIG PRICE ORIG COST PRICE MARKET VALUE GAIN/LOSS INTEREST INCOME YIELD (%)
DISCOVER BANK CD
GREENWOOD DE ACT/365
FDIC INSD
CPN 4.950% DUE 11/16/26
DTD 11/15/22 FC 05/15/23
CUSIP 254673Z66
Acquired 11/09/22 L 0.22 200,000 100.00 200,000.00 102.3230 204,646.00 4,646.00 3,770.13 9,900 4.83
UBS BANK USA CD
SALT LAKE CTY UT ACT/365
FDIC INSD
CPN 1.150% DUE 12/08/26
DTD 12/08/21 FC 01/08/22
CUSIP 90348JX96
Acquired 11/30/21 L 0.25 250,000 100.00 250,000.00 94.4420 236,105.00 -13,895.00 181.17 2,875 1.21
CALPRIVATE BANK CD
LA JOLLA CA ACT/365
FDIC INSD
CPN 4.050% DUE 02/16/27
DTD 08/14/24 FC 02/14/25
CUSIP 13135NCY4
Acquired 08/05/24 S 0.27 250,000 100.00 250,000.00 100.5570 251,392.50 1,392.50 1,331.51 10,125 4.02
VALLEY NATL BK WAYNE CD
WAYNE NJ ACT/365
FDIC INSD
CPN 4.600% DUE 03/11/27
DTD 03/11/24 FC 09/11/24
CUSIP 919853KW0
Acquired 03/05/24 S 0.27 250,000 100.00 250,000.00 101.8400 254,600.00 4,600.00 630.14 11,500 4.51
BRADESCO BANK CD
CORAL GABLES FL ACT/365
FDIC INSD
CPN 4.500% DUE 03/22/27
DTD 03/21/24 FC 09/21/24
CUSIP 10421AAT4
Acquired 03/05/24 S 0.27 250,000 100.00 250,000.00 101.6400 254,100.00 4,100.00 308.22 11,250 4.42 072 ANCA ANC9
41
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Fixed Income Securities
Certificates of Deposit continued
ESTIMATED
% OF ADJ PRICE/ ADJ COST/ CURRENT CURRENT UNREALIZED ACCRUED ANNUAL ANNUAL DESCRIPTION ACCOUNT QUANTITY ORIG PRICE ORIG COST PRICE MARKET VALUE GAIN/LOSS INTEREST INCOME YIELD (%)
BNY MELLON NA CD
NEW YORK NY ACT/365
FDIC INSD
CPN 4.600% DUE 06/01/27
DTD 05/29/24 FC 11/29/24
CUSIP 05584CP59
Acquired 05/23/24 S 0.27 250,000 100.00 250,000.00 101.9720 254,930.00 4,930.00 3,938.36 11,500 4.51
EAGLEMARK SVGS BK CD
CARSON CTY NV ACT/365
FDIC INSD
CPN 4.700% DUE 07/02/27
DTD 07/03/24 FC 01/03/25
CUSIP 27004PFE8
Acquired 06/26/24 S 0.27 250,000 100.00 250,000.00 102.2920 255,730.00 5,730.00 2,897.26 11,750 4.59
CELTIC BANK CD
SALT LAKE CTY UT ACT/365
FDIC INSD
CPN 2.000% DUE 12/27/27
DTD 12/27/19 FC 01/27/20
CUSIP 15118RTH0
Acquired 12/09/19 L 0.25 250,000 100.00 250,000.00 94.6960 236,740.00 -13,260.00 54.80 5,000 2.11
BEAL BANK USA CD
LAS VEGAS NV ACT/365
FDIC INSD
CPN 4.700% DUE 05/30/29
DTD 06/05/24 FC 12/05/24
CUSIP 07371DR66
Acquired 05/23/24 S 0.28 250,000 100.00 250,000.00 104.5920 261,480.00 11,480.00 3,798.63 11,750 4.49
BEAL BANK - PLANO TX CD
PLANO TX ACT/365
FDIC INSD
CPN 4.700% DUE 05/30/29
DTD 06/05/24 FC 12/05/24
CUSIP 07371BVU2
Acquired 05/23/24 S 0.28 250,000 100.00 250,000.00 104.5920 261,480.00 11,480.00 3,798.63 11,750 4.49 072 ANCA ANC9
42
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Fixed Income Securities
Certificates of Deposit continued
ESTIMATED
% OF ADJ PRICE/ ADJ COST/ CURRENT CURRENT UNREALIZED ACCRUED ANNUAL ANNUAL DESCRIPTION ACCOUNT QUANTITY ORIG PRICE ORIG COST PRICE MARKET VALUE GAIN/LOSS INTEREST INCOME YIELD (%)
MORGAN STANLEY PVT BK CD
PURCHASE NY ACT/365
FDIC INSD
CPN 4.650% DUE 05/30/29
DTD 05/30/24 FC 11/30/24
CUSIP 61768E4J9
Acquired 05/23/24 S 0.28 250,000 100.00 250,000.00 104.3470 260,867.50 10,867.50 3,949.32 11,625 4.45
TOYOTA FINL SGS BK CD
HENDERSON NV ACT/365
FDIC INSD
CPN 4.500% DUE 06/28/29
DTD 06/28/24 FC 12/28/24
CUSIP 89235MPR6
Acquired 06/26/24 S 0.28 250,000 100.00 250,000.00 103.7440 259,360.00 9,360.00 2,928.08 11,250 4.33 Total Certificates of Deposit 8.43 7,850,000 $7,850,000.00 $7,892,700.70 $42,700.70 $62,441.87 $332,500 4.21 Total Fixed Income Securities 89.97 $82,425,883.2 $84,209,882.55$1,783,999.30 $373,369.04 $2,269,613 2.70 5 $82,418,578.1
1 ^ Denotes Certificate of Deposit with a maturity date in the next 60 days. Please contact us for further investment opportunities or any assistance. nc Cost information for this tax lot is not covered by IRS reporting requirements. Unless indicated, cost for all other lots will be reported to the IRS. 072 ANCA ANC9
43
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Mutual Funds
If a portion of your fund position was converted, the 'Client Investment' value may include reinvestments from previously held positions.
Open End Mutual Funds
Open End Mutual Fund shares are priced at net asset value. Estimated Annual Income and Yield refer to Dividends and Interest Income only, and typically do not reflect Total return.
Although retail and government money market funds seek to preserve a net asset value (NAV) of $1.00 per share, in a negative interest rate environment, the fund's net asset value (NAV) may float to the nearest 1/100th of a cent (i.e., $0.9999). When the NAV is floating, the value of your investment will fluctuate and lose value.
EST MATED
% OF ADJ PRICE/ ADJ COST/ CURRENT CURRENT UNREALIZED ANNUAL ANNUAL DESCRIPTION ACCOUNT QUANTITY ORIG PRICE ORIG COST PRICE MARKET VALUE GAIN/LOSS INCOME YIELD (%)
FIDELITY FUNDS
FIDELITY TREASURY ONLY
PORT INSTL CLASS SHS
FRSXX
On Reinvestment
Acquired 03/17/23 L nc 3,550,121.57000 1.00 3,550,121.57 3,550,121.57 0.00 Acquired 05/23/24 S nc 111,317.64000 1.00 111,317.64 111,317.64 0.00 Acquired 09/16/24 S nc 4,478,298 1.00 4,478,298.00 4,478,298.00 0.00 Acquired 09/27/24 S nc 306,000 1.00 306,000.00 306,000.00 0.00 Acquired 09/30/24 S nc 352,368.74000 1.00 352,368.74 352,368.74 0.00 Reinvestments L nc 97,250.46000 1.00 97,250.46 97,250.46 0.00 Reinvestments S nc 242,383.43000 1.00 242,383.43 242,383.43 0.00 Total 9.76 9,137,739.84000 $1.00 $9,137,739.84 1.0000 $9,137,739.84 $0.00 $483,386 5.29 Client Investment (Excluding Reinvestments) $8,798,105.95 Gain/Loss on Client Investment (Including Reinvestments) $339,633.89 Total Open End Mutual Funds 9.76 $9,137,739.84 $9,137,739.84 $0.00 $483,386 5.29 Total Mutual Funds 9.76 $9,137,739.84 $9,137,739.84 $0.00 $483,386 5.29 nc Cost information for this tax lot is not covered by IRS reporting requirements. Unless indicated, cost for all other lots will be reported to the IRS. 072 ANCA ANC9
44
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Activity detail
Income and distributions
DATE ACCOUNT TYPE TRANSACTION QUANTITY DESCRIPTION PRICE AMOUNT 09/03 Cash DIVIDEND FIDELITY FUNDS 18,517.85
FIDELITY TREASURY ONLY
PORT INSTL CLASS SHS
083024 3,982,555.25000
AS OF 8/30/24
09/03 Cash INTEREST US TREASURY 29,593.75
NOTES
CPN 3.125% DUE 08/31/27
DTD 08/31/22 FC 02/28/23
083124 1,894,000
AS OF 8/31/24
CUSIP 91282CFH9
09/03 Cash INTEREST US TREASURY 15,000.00
NOTES
CPN 0.750% DUE 08/31/26
DTD 08/31/21 FC 02/28/22
083124 4,000,000
AS OF 8/31/24
CUSIP 91282CCW9
09/06 Cash INTEREST AMERICAN COML BK & TR CD 1,061.64
OTTAWA IL ACT/365
FDIC INSD
CPN 5.000% DUE 06/06/25
DTD 12/06/23 FC 01/06/24
090624 250,000
CUSIP 02519ACB1
09/09 Cash INTEREST UBS BANK USA CD 244.18
SALT LAKE CTY UT ACT/365
FDIC INSD
CPN 1.150% DUE 12/08/26
DTD 12/08/21 FC 01/08/22
090824 250,000
AS OF 9/08/24
CUSIP 90348JX96
072 ANCA ANC9
45
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Activity detail continued
Income and distributions
DATE ACCOUNT TYPE TRANSACTION QUANTITY DESCRIPTION PRICE AMOUNT 09/11 Cash INTEREST VALLEY NATL BK WAYNE CD 5,797.26
WAYNE NJ ACT/365
FDIC INSD
CPN 4.600% DUE 03/11/27
DTD 03/11/24 FC 09/11/24
091124 250,000
CUSIP 919853KW0
09/16 Cash INTEREST US TREASURY 334,600.00
NOTES
CPN 3.500% DUE 09/15/25
DTD 09/15/22 FC 03/15/23
091524 19,120,000
AS OF 9/15/24
CUSIP 91282CFK2
09/16 Cash INTEREST US TREASURY 81,637.50
NOTES
CPN 1.750% DUE 03/15/25
DTD 03/15/22 FC 09/15/22
091524 9,330,000
AS OF 9/15/24
CUSIP 91282CED9
09/16 Cash INTEREST US TREASURY 7,500.00
NOTES
CPN 0.375% DUE 09/15/24
DTD 09/15/21 FC 03/15/22
091524 4,000,000
AS OF 9/15/24
CUSIP 91282CCX7
09/17 Cash INTEREST BMW BK N AMERICA CD 6,427.40
SALT LAKE CTY UT ACT/365
FDIC INSD
CPN 5.100% DUE 09/17/25
DTD 03/17/23 FC 09/17/23
091724 250,000
CUSIP 05580AX58
09/17 Cash DIVIDEND ALLSPRING 88.09
GOVERNMENT MONEY MARKET
SWEEP CLASS
072 ANCA ANC9
46
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Activity detail continued
Income and distributions
DATE ACCOUNT TYPE TRANSACTION QUANTITY DESCRIPTION PRICE AMOUNT 09/18 Cash INTEREST COMENITY BANK CD 339.73
WILMINGTON DE ACT/365
JUMBO CD FDIC INSURED
CPN 2.000% DUE 03/18/26
DTD 03/18/22 FC 04/18/22
091824 200,000
CUSIP 99000QQW7
09/23 Cash INTEREST AMERICAN EXPR NATL BK CD 2,066.85
SALT LAKE CTY UT ACT/365
FDIC INSD
CPN 2.050% DUE 03/24/25
DTD 03/23/22 FC 09/23/22
092324 200,000
CUSIP 02589ABV3
09/23 Cash INTEREST BRADESCO BANK CD 5,671.23
CORAL GABLES FL ACT/365
FDIC INSD
CPN 4.500% DUE 03/22/27
DTD 03/21/24 FC 09/21/24
092124 250,000
AS OF 9/21/24
CUSIP 10421AAT4
09/23 Cash INTEREST ALLY BANK CD 6,616.44
BENSALEM PA ACT/365
FDIC INSD
CPN 5.250% DUE 03/24/25
DTD 03/23/23 FC 09/23/23
092324 250,000
CUSIP 02007GM34
09/23 Cash INTEREST WELLS FARGO BANK NA CD 1,040.41
SIOUX FALLS SD ACT/365
FDIC INSD
CPN 4.900% DUE 05/23/25
DTD 05/23/23 FC 06/23/23
092324 250,000
CUSIP 949764CT9
072 ANCA ANC9
47
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Activity detail continued
Income and distributions
DATE ACCOUNT TYPE TRANSACTION QUANTITY DESCRIPTION PRICE AMOUNT 09/24 Cash INTEREST SYNCHRONY BANK CD 6,301.37
DRAPER UT ACT/365
FDIC INSD
CPN 5.000% DUE 03/24/26
DTD 03/24/23 FC 09/24/23
092424 250,000
CUSIP 87165HX21
09/26 Cash INTEREST MORGAN STANLEY BK NA CD 13,750.00
SOUTH JORDAN UT ACT/365
FDIC INSD
CPN 5.500% DUE 09/26/24
DTD 09/27/23 FC 09/26/24
092624 250,000
CUSIP 61690DEM6
09/27 Cash INTEREST BANK OF BARODA CD 13,750.00
NEW YORK NY ACT/365
FDIC INSD
CPN 5.500% DUE 09/27/24
DTD 09/28/23 FC 09/27/24
092724 250,000
CUSIP 06063HRH8
09/27 Cash INTEREST CELTIC BANK CD 424.66
SALT LAKE CTY UT ACT/365
FDIC INSD
CPN 2.000% DUE 12/27/27
DTD 12/27/19 FC 01/27/20
092724 250,000
CUSIP 15118RTH0
09/30 Cash INTEREST COMERICA BANK TEXAS CD 6,616.44
DALLAS TX ACT/365
FDIC INSD
CPN 5.250% DUE 09/30/24
DTD 03/30/23 FC 09/30/23
093024 250,000
CUSIP 200339FB0
072 ANCA ANC9
48
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Activity detail continued
Income and distributions
DATE ACCOUNT TYPE TRANSACTION QUANTITY DESCRIPTION PRICE AMOUNT 09/30 Cash INTEREST US TREASURY 50,000.00
NOTES
CPN 2.500% DUE 03/31/27
DTD 03/31/22 FC 09/30/22
093024 4,000,000
CUSIP 91282CEF4
09/30 Cash INTEREST US TREASURY 45,000.00
NOTES
CPN 2.250% DUE 03/31/26
DTD 03/31/19 FC 09/30/19
093024 4,000,000
CUSIP 9128286L9
09/30 Cash INTEREST TEXAS EXCHANGE BK SSB CD 233.56
CROWLEY TX ACT/365
CALLABLE FDIC INSD
CPN 1.100% DUE 10/29/26
DTD 10/29/21 FC 11/29/21
092924 250,000
AS OF 9/29/24
CUSIP 88241TMC1
09/30 Cash DIVIDEND ALLSPRING 153.58
GOVERNMENT MONEY MARKET
SWEEP CLASS
093024 250,396
Total Income and distributions: $652,431.94
Securities sold and redeemed
DATE ACCOUNT TYPE TRANSACTION QUANTITY DESCRIPTION PRICE AMOUNT 09/16 Cash REDEMPTION -4,000,000.00000 US TREASURY 4,000,000.00 NOTES
CPN 0.375% DUE 09/15/24
DTD 09/15/21 FC 03/15/22
CUSIP 91282CCX7
09/26 Cash REDEMPTION -250,000.00000 MORGAN STANLEY BK NA CD 250,000.00 SOUTH JORDAN UT ACT/365
FDIC INSD
CPN 5.500% DUE 09/26/24
DTD 09/27/23 FC 09/26/24
CUSIP 61690DEM6
072 ANCA ANC9
49
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Activity detail continued
Securities sold and redeemed
DATE ACCOUNT TYPE TRANSACTION QUANTITY DESCRIPTION PRICE AMOUNT 09/27 Cash REDEMPTION -250,000.00000 BANK OF BARODA CD 250,000.00 NEW YORK NY ACT/365
FDIC INSD
CPN 5.500% DUE 09/27/24
DTD 09/28/23 FC 09/27/24
CUSIP 06063HRH8
09/30 Cash REDEMPTION -250,000.00000 COMERICA BANK TEXAS CD 250,000.00 DALLAS TX ACT/365
FDIC INSD
CPN 5.250% DUE 09/30/24
DTD 03/30/23 FC 09/30/23
CUSIP 200339FB0
Total Securities sold and redeemed: $4,750,000.00
Securities purchased
DATE ACCOUNT TYPE TRANSACTION QUANTITY DESCRIPTION PRICE AMOUNT 09/03 Cash REINVEST DIV 18,517.85000 FIDELITY FUNDS -18,517.85
FIDELITY TREASURY ONLY
PORT INSTL CLASS SHS
REINVEST AT 1.000
09/16 Cash PURCHASE 4,478,298.00000 FIDELITY FUNDS 1.0000 -4,478,298.00
FIDELITY TREASURY ONLY
PORT INSTL CLASS SHS
09/27 Cash PURCHASE 306,000.00000 FIDELITY FUNDS 1.0000 -306,000.00
FIDELITY TREASURY ONLY
PORT INSTL CLASS SHS
09/30 Cash PURCHASE 352,368.74000 FIDELITY FUNDS 1.0000 -352,368.74
FIDELITY TREASURY ONLY
PORT INSTL CLASS SHS
Total Securities purchased: -$5,155,184.59
072 ANCA ANC9
50
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Cash sweep activity
Our Cash Sweep program allows you to earn a return on the idle cash balances in your account by automatically investing such balances into one of our cash sweep options. These 'sweep transactions' may represent a net amount for the day and occur on settlement date. The following section displays transfers into and out of your sweep option. Transactions displayed here are Transfer To, Transfer From and Reinvested Dividends and Interest. These transaction amounts are not included in your cash flow summary.
DATE TRANSACTION DESCRIPTION AMOUNT DATE TRANSACTION DESCRIPTION AMOUNT 09/01 BEGINNING BALANCE 2,783.49 09/19 TRANSFER TO ALLSPRING 339.73
GOVERNMENT MONEY MARKET
09/04 TRANSFER TO ALLSPRING 44,593.75 09/24 TRANSFER TO ALLSPRING 15,394.93
GOVERNMENT MONEY MARKET GOVERNMENT MONEY MARKET
09/09 TRANSFER TO ALLSPRING 1,061.64 09/25 TRANSFER TO ALLSPRING 6,301.37
GOVERNMENT MONEY MARKET GOVERNMENT MONEY MARKET
09/10 TRANSFER TO ALLSPRING 244.18 09/27 TRANSFER TO ALLSPRING 263,750.00
GOVERNMENT MONEY MARKET GOVERNMENT MONEY MARKET
09/12 TRANSFER TO ALLSPRING 5,797.26 09/30 REINVEST DIV ALLSPRING 153.58
GOVERNMENT MONEY MARKET GOVERNMENT MONEY MARKET
09/17 TRANSFER FROM ALLSPRING -54,480.32 09/30 TRANSFER FROM ALLSPRING -41,825.34
GOVERNMENT MONEY MARKET GOVERNMENT MONEY MARKET
09/18 TRANSFER TO ALLSPRING 6,435.31 09/30 ENDING BALANCE 250,549.58
GOVERNMENT MONEY MARKET
Bank Deposits Through Teller September 1 - September 30 Wells Fargo Bank, N.A. (Member FDIC) Account number Questions? Call us at 1-800-266-6263 Deposits made in a bank branch on the last business day of the month will typically appear on your next statement.
DATE TRANSACTION DESCRIPTION AMOUNT BANK BALANCE
09/01 BEGINNING BALANCE $0.00
072 ANCA ANC9
51
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Bank Deposits Through Teller continued
DATE TRANSACTION DESCRIPTION AMOUNT BANK BALANCE
09/30 ENDING BALANCE $0.00
Realized gain/loss
Realized Gain/Loss Summary
THIS PERIOD THIS PERIOD THIS PERIOD THIS YEAR THIS YEAR THIS YEAR
GAIN LOSS NET GAIN LOSS NET
Short term 0.00 0.00 0.00 0.00 0.00 0.00
Long term 0.00 0.00 0.00 0.00 0.00 0.00
Total Realized Gain/Loss $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Realized Gain/Loss Detail
Long term
ADJ PRICE/ DATE ADJ COST/
DESCRIPTION QUANTITY ORIG PRICE ACQUIRED CLOSE DATE PROCEEDS ORIG COST GAIN/LOSS COMERICA BANK TEXAS CD 250,000.00000 100.0000 03/20/23 09/30/24 250,000.00 250,000.00 0.00 DALLAS TX ACT/365
FDIC INSD
CPN 5.250% DUE 09/30/24
DTD 03/30/23 FC 09/30/23
CUSIP 200339FB0
US TREASURY 4,000,000.00000 100.0000 03/15/23 09/16/24 4,000,000.00 4,000,000.00 0.00
95.0703 3,802,819.52
072 ANCA ANC9
52
CITY OF MALIBU
RUTH QUINTO
SEPTEMBER 1, 2024 - SEPTEMBER 30, 2024
ACCOUNT NUMBER:
Realized Gain/Loss Detail continued
Long term
ADJ PRICE/ DATE ADJ COST/
DESCRIPTION QUANTITY ORIG PRICE ACQUIRED CLOSE DATE PROCEEDS ORIG COST GAIN/LOSS NOTES
CPN 0.375% DUE 09/15/24
DTD 09/15/21 FC 03/15/22
CUSIP 91282CCX7
Total Long term $4,250,000.00 $4,250,000.00 $0.00
$4,052,819.52
Specific instructions and disclosures
Available funds
"Available for loan" reflects the approximate amount available as of the statement period ending date and should be reduced by any pending checks and Visa charges not yet cleared. This amount is the approximate amount available for withdrawal and loans. A margin loan is a variable rate loan secured by your account.
Income on non-reportable accounts
Your income summary is categorized into taxable and tax-exempt income based upon the securities that you hold. Please be aware that, since this is a 1099 non-reportable account, this income will NOT be reported to the IRS, but is being provided to you for informational purposes only.
Callable Securities
Securities that are subject to a partial call will be selected by an impartial lottery process in which the probability of your securities being selected for redemption is proportional to the holdings of all shareholders of such securities held in street name. If a security is called prior to maturity it may affect the yield you receive. Additional information is available at www.wellsfargoadvisors.com under Legal Disclosures or the written procedures are available upon request.
Cost basis - To add or update information or modify your reporting options, please contact Your Financial Advisor.
This statement presents estimated unrealized or realized gains or losses for your information only. If acquisition or other information is not available, the gain/loss information may not be displayed and section and summary totals may not reflect your complete portfolio. Cost basis information is not verified by WFCS or Wells Fargo Advisors Financial Network and should not be relied upon for legal or tax purposes. Revisions to this information (due to corporate mergers, tenders and other reorganizations) may be required from time to time.
Cost basis for factored bonds (GNMA, CMO, etc.) will be adjusted for paydown of principal. Systematic investments in mutual funds and reinvested dividends for mutual funds and stocks have been consolidated for each position. Unit cost data for systematic investments and dividend reinvestment securities is provided for informational purposes only and is a non-weighted average.
Your account statement should not be used for tax preparation without assistance from your tax consultant. We do not report capital gains or losses for non-covered securities to he IRS.
Cost basis options
Unless specific tax lots are selected at trade time, sales of tax lots will occur using the cost basis election reflected in the Account profile section.
Estimated accrued interest on Fixed Income securities
Estimated accrued interest is included in the Portfolio summary as a convenience to you and represents the estimated portion of he interest that would be received upon the sale of he Fixed Income posi ions in your account, calculated from the date of the last coupon (or dated date) through the date of the account statement, based upon information provided by the issuer. This is not a guarantee that this amount will be realized in your account. Actual income will be based upon the payout schedule of the securities held in your account. If you own a Foreign Fixed Income security, and it is denominated in a foreign currency, the Estimated accrued interest will not be accurate. 072 ANCA ANC9
53 *** THIS PAGE IS INTENTIONALLY LEFT BLANK ***
54
Agenda Item # 1.B.5.
Council Agenda Report
To: Mayor Stewart and the Honorable Members of the City Council Prepared by: Kristin Riesgo, Community Services Director Approved by: Steve McClary, City Manager
Date prepared: October 14, 2024 Meeting date: October 28,2024 Subject: Amendment with California Skateparks
RECOMMENDED ACTION: Authorize the Mayor to execute Amendment No. 4 to the Professional Services Agreement with California Skateparks in the amount of $29,100 for City design services and $50,400 for design services related to the 600 Spring Settlement Agreement.
FISCAL IMPACT: No appropriation is required. An unspent $48,711 in Designated Reserve for the Case/Crummer Parcel to Account Number 310-9090-5100-00 (CIP – Skate Park) from FY 2023-24 will be rolled over at mid-year, bringing the projected Designated Reserve for the Case/Crummer Parcel to $331,197 for FY 2024-25.
Costs associated with the design changes related to the Skatepark Settlement Agreement of $50,400 will be deducted from the Bluffs-Crummer Parcel (Settlement), bringing the balance to $99,600.
STRATEGIC PRIORITY: This item supports the Permanent Skate Park priority identified in the Adopted FY 2023-24 Strategic Priority Project List. Staff continue to work on ongoing projects and normal business while the FY 2024-25 Strategic Priority Plan is finalized.
DISCUSSION: Council approved a Professional Services Agreement (Agreement) with California Skateparks (Consultant) to provide design services and construction documents for the Permanent Skate Park (Skate Park) in February 2020. The Agreement included work related to the public design process, design engineering, and construction documents.
City Council Meeting
10-28-24
Item
1.B.5
1
Agenda Item # 1.B.5.
On May 24, 2021, the Council approved Amendment No. 1 with the Consultant to prepare architectural design plans for drainage, grading, erosion control, stormwater control, landscaping, and project coordination and administration. The Civil Engineering and Landscape Architect working with the Consultant is RRM Design Group (Subconsultant).
Amendment No. 3 was approved in January 2024. It included design services related to the irrigation system, including the plans and system layout, locations of hydro zones, and non-potable water sources. Irrigation was added to establish native vegetation, resulting in a robust landscape.
Recently, the Consultant worked with staff to prepare and update the construction documents as the process moves forward through the plan check phase. Items that were required but not part of the original scope of work were included in Addendum No. 4 and included work related to the addition of the restroom facility, electrical requirements, and design plans for underground utilities (gas, electrical, potable water, reclaimed water).
The proposed cost for the work is $29,100 (Attachment).
Following the 600 Spring Settlement Agreement, the Consultant revised the Skatepark design to meet the agreement requirements. The final design plan depicts changes related to landscaping, the skatepark location, and the height of skate elements. The Settlement Agreement stated 600 Spring would provide a deposit to the City of $150,000, which would be used for costs and expenses the City incurs related to the skatepark changes. The associated design costs are $50,400 (Attachment).
ATTACHMENTS: Amendment No. 4 to Agreement with California Skateparks
2 AMENDMENT NO. 4 TO AGREEMENT
THIS AMENDMENT NO. 4 TO AGREEMENT is made and entered in the City of Malibu on October 28, 2024, by and between the CITY OF MALIBU, hereinafter referred to as City, and California Skateparks, hereinafter referred to as Consultant.
The City and the Consultant agree as follows:
R E C I T A L S
A. On February 24, 2020, the City entered into an Agreement with the Consultant for the design of the permanent skate park (the “Agreement”).
B. On May 24, 2021, the City approved Amendment No. 1 for the Consultant to provide additional engineering and architectural design plan services for the permanent skate park.
C. On February 13, 2023, the City approved Amendment No. 2, extending the term of the Agreement with the Consultant to February 24, 2024.
D. On January 22, 2024, the City approved Amendment No. 3, extending the term of the Agreement with the Consultant to February 24, 2025, and to provide construction management and additional engineering and architectural design plans for the irrigation system and restroom facilities.
E. The City desires to amend the Agreement for the Consultant to provide engineering, landscape, and architectural design modifications that were approved as part of the 600 Spring Settlement Agreement. In addition to design services for electrical, landscape, and civil engineering for the restroom facility and other permanent skatepark amenities, and the Consultant has submitted a proposal for this purpose that is acceptable to the City.
NOW THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter contained, the parties hereto agree as follows:
1. Section 1.0 – Scope of the Consultant’s Services, of the Agreement, is hereby amended as set forth in Exhibit A attached hereto.
2. Section 4.0 – Compensation for Services of the Agreement, is hereby amended as set forth in Exhibit D and Exhibit E attached hereto shall be in addition to Exhibit A, Exhibit B, and Exhibit C. The total cost of services contemplated by Exhibit D shall not exceed $29,100 for a total not to exceed the cost of $213,500. Design services contemplated by Exhibit E related to the 600 Spring Settlement Agreement shall not exceed $50,400. The Consultant shall only bill the City for hours actually worked and services provided.
3. The Parties agree that this Amendment will be considered signed when the signature of a party is delivered physically or by facsimile transmission or scanned and delivered via electronic mail. Such facsimile or electronic mail copies will be treated in all respects as having the same effect as an original signature.
4. All terms and conditions of the Agreement not amended by this Amendment No. 1 not amended by this Amendment No. 4 remain in full force and effect.
This Agreement is executed on ______________________, at Malibu, California, and effective as of October 28, 2024.
3 Amendment No. 4 to Agreement
California Skateparks
255-2
CITY OF MALIBU: ____________________________________ DOUG STEWART, Mayor ATTEST: ____________________________________ KELSEY PETTIJOHN, City Clerk (seal)
APPROVED AS TO FORM: CONSULTANT: _____________________________________ ____________________________________ TREVOR RUSIN, Interim City Attorney JOSEPH CIAGLIA JR., President California Skateparks
4 Proposal
California Skateparks | 273 N Benson Ave, Upland, CA 91786 | (909) 949-1601 | F: (909) 608-0212 californiaskateparks.com | Page 1 of 3
DATE: October 7, 2024
TO:
RE:
City of Malibu
23825 Stuart Ranch Road
Malibu, CA 90265-4861
City of Malibu Permanent Skatepark Amendment
The California Skateparks (CSP) project team is prepared to perform all the necessary work to complete this project with the highest level of design
centered on providing the highest level of service to you while exceeding all project goals and expectations.
This proposal represents an outline of the additional scope of work, as requested by the city for the Malibu B uffs Permanent Skatepark.
CSP will perform added the scope of work related to the addition of a Restroom, Electrical Requirements and Related Amenities outlined below for the Project as follows:
1. Design & Consultant Management
o Meetings with city representatives, stakeholders, and subconsultants to update the Design, CDs, Specs, and Subconsultant Services and modifications to project goals. o Design modifications and updates
o CD modifications and updates
o Technical Specification modifications and updates
o Opinion of Probable Cost modifications and updates
o Management and coordination of added Electrical, Landscape, and SOW CSP will oversee and coordinate the deliverables from the Electrical Engineer, Restroom Vendor, Landscape Architect and Civil Engineer including the managing of their involvement in the design updates, conducting regular reviews of their progress, and ensuring seamless integration of their scope into the broader project framework.
2. Lucci & Associates Inc. Subconsultant
o Site visit of the existing project area to confirm existing conditions and electrical point of service.
o We will coordinate with SCE for a new electrical service to the site. The adjacent property has an SCE service at 277/480 vac, but is about 300 feet from the potential point of service for electrical power. With the Restroom being a 120/240vac single phase load at 100A (around 10kW connected load) and the EV chargers (approximately 6 total at around 60kW of connected load), we would need a service size of around 400A of 120/240vac single phase power or 200A of 120/208vac, 3-phase power to minimally power the site. If parking lot lighting or site lighting is included, the power service size may have to be adjusted accordingly. Per CA Green Code we have to provide the electrical infrastructure for any EV charging including power capacity at completion of construction. o Only power on site is a single pump with the controller and pump design by others. o Provide 100% CD level electrical plans plus specifications for submission to plan check and provide any necessary corrections requested by the City for resubmittal. (Only one submittal is to be provided no 30%, 60%, or 90% sets)
o Provide review of contractor submittals and respond to RFIs during construction. 5 EXHIBIT D
California Skateparks | 273 N Benson Ave, Upland, CA 91786 | (909) 949-1601 | F: (909) 608-0212 californiaskateparks.com | Page 2 of 3
3. RRM Subconsultant
The following supplemental tasks and fees are proposed in addition to Add Service 1 to complete the remaining work required.
Subtask XC.10: On-Site Underground Utility Plan
RRM will prepare plan view construction documents for domestic water, reclaimed water irrigation service, and wastewater. Water and wastewater plans will include vertical and horizontal design information. Dry utilities, including electrical, gas, and communications, will be shown for reference only; design of dry utility services will be done by others. These plans will include a large-scale plan sheet to include horizontal and vertical information on domestic water and reclaimed water; profiles will be provided when deemed necessary by the engineer.
Pricing
This pricing includes all the services described above. Pricing may be modified by design modifications and upon mutual agreement.
No. Description Amount
1 CSP - Design & Consultant Management $6,500
2 Lucci - Subconsultant $15,800
3 RRM - Subconsultant $6,800
PROPOSAL TOTAL AMOUNT $29,100
*** CSP Time and Material Rates and fees 1
Exclusions
Please note that the tasks to be performed are limited purely to those outlined above. Substantive changes requested inconsistent with prior approvals are subject to
additional services fees. Any additional services that CSP or Subconsultant are asked to perform over and beyond those described above will be billed on a negotiated and Client-approved, fixed-fee, or hourly basis per the terms of the Prime Agreement.
The following services or tasks are specifically excluded from the scope:
Additional rounds of City review beyond those specifically listed above Value engineering, project construction scheduling and/or phasing plan Multiple bid packages for phased construction
Off-site improvements/public right-of-way design and coordination Separate plan packages for on-site and off-site improvements Attendance to public hearings other than those listed in previous contract Soils engineering/infiltration tests
Environmental, biological, or cultural coordination and studies Photometrics analysis, lighting schedules, and/or lighting studies Structural engineering and/or calculations
Project signage program, signage design, and detailing
Coordination of hazardous materials removal and/or abatement Design changes based on revisions to building codes or other regulations LEED or other Green Building program coordination
Arborist services or reports (available upon request)
Special environmental studies and reports
Three-dimensional presentation models, perspectives, and photo simulations (available upon request) Title company services
CASP review/inspection/auditing
Traffic-related engineering services
QSP (SWPPP) inspection services
Substitution requests after completion of bid phase
6 EXHIBIT D
California Skateparks | 273 N Benson Ave, Upland, CA 91786 | (909) 949-1601 | F: (909) 608-0212 californiaskateparks.com | Page 3 of 3
Meeting minutes
Project record and/or as-built drawings
Post-occupancy evaluations
Structural Engineering is excluded from our proposal.
No security system conduits or design is included in our proposal.
No EIR, or lighting impact study or comments will be provided by our office. No lighting design will be included as a portion of this scope of work.
No CA Title 24 lighting calculations will not be provided by our office.
No pathway lighting will be provided as a portion of this project.
Motorized gates are excluded in our proposal.
AGREEMENT
This proposal represents the entire agreement for the project and services above. The above scope of work and specifications are satisfactory and hereby accepted.
Client Date
7 EXHIBIT D
California Skateparks | caskateparks.com | (909) 949-1601 RE: Design, Consulting, & PM
California Skateparks provides services including Design Development, Drafting, 3D Render Development, Specification & Detail Development, Construction Documentation, Construction Support, and Project Management for the fees indicated in the following schedule.
SERVICES, EXPENSES, AND SUB-CONSULTANTS
Services provided will be compensated according to the following hourly rate schedule:
Design / Consulting Services Unit Rate
Principal Hourly $190.00
Project Manager Hourly $165.00
Landscape Architect Hourly $150.00
Designer I Hourly $135.00
Drafts Person Hourly $115.00
Estimator Hourly $110.00
Graphic Designer Hourly $110.00
Administrative Support Workday $80.00
Expenses will be compensated according to the following cost schedule:
Expense Description Rate
Additional Site Visits Site Visit, Travel, Reporting $1,500/Visit Reprographics Printing, Plotting, Replicating At-Cost Plus 10% Other Direct Expenses At-Cost Plus 10%
Sub-Consultant services will be compensated At-Cost plus 10%.
Examples of Sub-Consultant & Outsourced Services Include Surveying, Inspections, Permitting, Electrical Engineering, Mechanical Engineering 8 EXHIBIT D
EXHIBIT SCHEDULE 1
Bill Rate Ranges
Subject to change effective March 1st each year
ARCHITECTURE INTERIOR DESIGN
Architect $ 95 - $ Designer I 155 $ 55 - $ 85
Assistant Manager of Architecture $ 130 - $ Designer II 195 $ 65 - $ 115 Design Director $ 145 - $ Interior Designer I 240 $ 75 - $ 125 Designer I $ 70 - $ Interior Designer II 100 $ 90 - $ 150 Designer II $ 80 - $ Intern 125 $ 45 - $ 80
Designer III $ 90 - $ Senior Interior Designer 150 $ 110 - $ 195 Intern $ 45 - $ 80
Job Captain $ 90 - $ 150 LANDSCAPE ARCHITECTURE
Manager of Architecture $ 145 - $ Assistant Designer 255 $ 70 - $ 110 Principal $ 180 - $ Associate Designer 350 $ 80 - $ 125 Project Architect $ 110 - $ Designer 185 $ 95 - $ 135
Project Designer $ 110 - $ Intern 180 $ 45 - $ 80
Project Manager $ 110 - $ Landscape Architect 185 $ 95 - $ 145 Senior Architect $ 135 - $ Manager of Landscape Architecture 220 $ 150 - $ 245 Senior Designer $ 135 - $ Principal 210 $ 180 - $ 350
Senior Project Manager $ 135 - $ Principal Landscape Architect 230 $ 135 - $ 235 Senior Designer $ 105 - $ 165
ENGINEERING & SURVEYING Senior Landscape Architect $ 110 - $ 175 Associate Engineer $ 90 - $ 135
Construction Inspector $ 105 - $ 175 PLANNING
Designer I $ 55 - $ Assistant Planner 95 $ 75 - $ 120
Designer II $ 75 - $ Associate Planner 120 $ 90 - $ 155 Designer III (Structural) $ 90 - $ Intern 135 $ 45 - $ 80 Engineer I $ 85 - $ Manager of Planning 135 $ 145 - $ 26 Engineer II $ 105 - $ Principal 160 $ 180 - $ 350
Land Surveyor $ 115 - $ Principal Planner 160 $ 140 - $ 250 Manager of Engineering Services $ 170 - $ Senior Planner 280 $ 115 - $ 205 Manager of Surveying $ 150 - $ Senior Urban Designer 230 $ 115 - $ 205 Party Chief $ 90 - $ Urban Designer 145 $ 90 - $ 155
Principal $ 180 - $ 350
Project Engineer $ 125 - $ 180 CORPORATE SERVICES
Project Manager $ 145 - $ Accounting Specialist 230 $ 60 - $ 110 Senior Associate Engineer $ 110 - $ Business Development Coordinator 185 $ 85 - $ 135 Senior Designer $ 110 - $ Chief Executive Officer 185 $ 195 - $ 500 Senior Land Surveyor $ 130 - $ Graphic Designer 195 $ 80 - $ 135 Senior Party Chief $ 115 - $ Marketing Manager 185 $ 110 - $ 220 Senior Project Engineer $ 135 - $ Marketing Specialist 225 $ 90 - $ 150 Supervisor of Surveying $ 135 - $ Office Coordinator 205 $ 70 - $ 125 Survey Technician I $ 60 - $ Project Accountant 90 $ 65 - $ 135 Survey Technician II $ 75 - $ Project Administrator 115 $ 70 - $ 125 Survey Technician III $ 90 - $ Receptionist 155 $ 40 - $ 80 Surveying Crew Rates
REGULAR
One person w/ GPS or Robotic Workstation 125 $ - $ 155
Two person $ 175 - $ 290
Three person $ 235 - $ 390
PREVAILING WAGE
One person w/ GPS or Robotic Workstation 150 $ - $ 180
Two person $ 225 - $ 340
Three person $ 325 - $ 490
Rev 3/1/2021
9 EXHIBIT D
Proposal
California Skateparks | 273 N Benson Ave, Upland, CA 91786 | (909) 949-1601 | F: (909) 608-0212 californiaskateparks.com | Page 1 of 3
DATE: October 4, 2024
TO:
RE:
City of Malibu
23825 Stuart Ranch Road
Malibu, CA 90265-4861
City of Malibu Permanent Skatepark Amendment
The California Skateparks (CSP) project team is prepared to perform all the necessary work to complete this project with the highest level of design
centered on providing the highest level of service to you while exceeding all project goals and expectations.
This proposal represents an outline of the additional scope of work, as requested by the city, related to the appeal process and settlement agreement for the Malibu B uffs Permanent Skatepark.
CSP will perform added the scope of work outlined below for the Project as follows:
Design & Consultant Management
o Prepare and participate in meetings to support city staff in final settlement efforts CSP will actively engage in and lead collaborative meetings with internal staff, subconsultants, and city staff. The meetings are intended to provide detailed insights and recommendations. Additionally, the meetings will allow CSP to propose and communicate supporting data, potential exhibits, and visual aids aimed at resolving outstanding issues with stakeholders and aid city staff in final settlement efforts.
Meetings and communication are tailored to ensure that all project aspects align with the city's expectations and requirements throughout the appeal and settlement process.
o Prepare and provide Exhibits, Plans, and Visual Aids to support city staff in final settlement efforts
CSP will create exhibits with visual representations, plans, and high-quality renders, to effectively communicate the design intent and settlement agreement revisions. These visuals will be presented to city officials, helping to ensure that proposed changes are clearly understood and aligned with the city's objectives for the Malibu B uffs Permanent Skatepark.
o Meetings with city representatives, stakeholders, and subconsultants to update the Design, Construction Documents, Specifications, and Subconsultant Services for compliance with the final settlement agreement
CSP will coordinate and attend multiple meetings with key project stakeholders including city representatives, internal staff, community members, and specialized subconsultants. During these sessions, we will review and discuss the modifications to the design, construction documents (CDs), and technical specifications to ensure complete compliance with the terms outlined in the final settlement agreement. o Design modifications and updates for compliance with the final settlement agreement requirements
CSP will review and make the necessary adjustments to the overall design of the skatepark, ensuring that all updates align with the agreed stipulations in the settlement agreement. These changes will incorporate city feedback, address any lingering concerns, and enhance the functionality and aesthetic quality of the design while 10 EXHIBIT E
California Skateparks | 273 N Benson Ave, Upland, CA 91786 | (909) 949-1601 | F: (909) 608-0212 californiaskateparks.com | Page 2 of 3
o CD modifications and updates for compliance with the final settlement agreement requirements
Our team will review the existing construction documents (CDs) in detail, revising and updating them as necessary to reflect all changes required by the settlement agreement. These updates will ensure the project remains compliant with goals, city requirements, and the settlement agreement's requirements. o Technical Specification modifications and updates for compliance with the final settlement agreement requirements
revisions to bring them into alignment with the final settlement agreement. This task involves adjusting quantifications, performance criteria, and construction methods to meet the agreed-upon settlement terms.
o
CSP will oversee and coordinate the additional work assigned to the Landscape Architect and Civil Engineer to ensure their contributions adhere to the settlement agreement requirements. This includes managing their involvement in the design updates, conducting regular reviews of their progress, and ensuring seamless integration of their scope into the broader project framework.
2. RRM Subconsultant
The following supplemental tasks and fees are proposed in addition to Add Service 1 to complete the remaining work required.
Subtask XC.2.1: 60% PS&E
RRM will submit the 60% PS&E package to California Skateparks and the Client Team for all necessary City staff and departments to review internally prior to the initial submittal to the building department for permit. The 60% PS&E submittal will be comparable to a 100% design development package. This will include an updated site plan, diagrammatic irrigation layout of mainline, valves, controller location, irrigation equipment schedule, tree locations, and a schematic plant schedule.
Subtask XC.2.3: 100% PS&E
RRM Landscape Architecture will prepare 100% completed construction documents for incorporate minor revisions to address comments provided by the Client and Building Department in plan check #1. The City will distribute the set to all relevant departments, consolidate the various comments into a single list document, and reconcile conflicting comments from different plan reviewers prior to distributing to RRM.
Subtask XC.5.1: Project Coordination and Meetings Landscape Architecture Internal QA/QC, constructability review, schedule maintenance, day-to-day coordination, general correspondence, and video conferencing.
Subtask XC.6.1: Landscape Construction Administration
requests for information (RFI) and provide general assistance on landscape-related items for the Client during the construction period. (In addition to the original task). 11 EXHIBIT E
California Skateparks | 273 N Benson Ave, Upland, CA 91786 | (909) 949-1601 | F: (909) 608-0212 californiaskateparks.com | Page 3 of 3
Subtask XC.8: Additional Construction Document Updates Civil Engineering In-person attendance to the Planning Commission Hearing, work related to the settlement agreement and appeal process, additional revisions to the preliminary plans, and the coordination needed to support California Skateparks and the City during the extended period of discretionary review.
The following supplemental tasks and fees are proposed to complete the remaining work required for building permit issuance and final approvals:
Pricing
This pricing includes all the services described above. Pricing may be modified by design modifications and upon mutual agreement.
No. Description Amount
1 CSP - Design & Consultant Management $38,000
2 Subconsultant $12,400
PROPOSAL TOTAL AMOUNT $50,400
*** CSP Time and Material Rates and fees 1
Exclusions
Please note that the tasks to be performed are limited purely to those outlined above. Substantive changes requested additional services fees. Any additional services that CSP or Subconsultant are asked to perform over and beyond those described above will be billed on a negotiated and Client-approved, fixed-fee, or hourly basis per the terms of the Prime Agreement.
The following services or tasks are specifically excluded from the scope:
rounds of City review beyond those specifically listed above -site improvements/public right-of-way design and coordination -site and off-site improvements
engineering and/or calculations
AGREEMENT
This proposal represents the entire agreement for the project and services above. The above scope of work and specifications are satisfactory and hereby accepted.
Client Date
12 EXHIBIT E
California Skateparks | caskateparks.com | (909) 949-1601 RE: Design, Consulting, & PM
California Skateparks provides services including Design Development, Drafting, 3D Render Development, Specification & Detail Development, Construction Documentation, Construction Support, and Project Management for the fees indicated in the following schedule.
SERVICES, EXPENSES, AND SUB-CONSULTANTS
Services provided will be compensated according to the following hourly rate schedule:
Design / Consulting Services Unit Rate
Principal Hourly $190.00
Project Manager Hourly $165.00
Landscape Architect Hourly $150.00
Designer I Hourly $135.00
Drafts Person Hourly $115.00
Estimator Hourly $110.00
Graphic Designer Hourly $110.00
Administrative Support Workday $80.00
Expenses will be compensated according to the following cost schedule:
Expense Description Rate
Additional Site Visits Site Visit, Travel, Reporting $1,500/Visit Reprographics Printing, Plotting, Replicating At-Cost Plus 10% Other Direct Expenses At-Cost Plus 10%
Sub-Consultant services will be compensated At-Cost plus 10%.
Examples of Sub-Consultant & Outsourced Services Include Surveying, Inspections, Permitting, Electrical Engineering, Mechanical Engineering 13 EXHIBIT E
Agenda Item # 1.B.6.
Council Agenda Report
To: Mayor Stewart and the Honorable Members of the City Council Prepared by: Maureen Tamuri, Interim Planning Director
Patricia Salazar, Development and Operations Manager
Reviewed by: Joseph D. Toney, Assistant City Manager
Approved by: Steve McClary, City Manager
Date prepared: October 14, 2024 Meeting date: October 28, 2024 Subject: Professional Services Agreements for Contract Planning Services RECOMMENDED ACTION: 1) Authorize the Mayor to execute a professional services agreement with 4Leaf, Inc. for contract planning services; 2) Authorize the Mayor to execute a professional services agreement with Capstone City Planning for contract planning services; and 3) Authorize the Mayor to execute a professional services agreement with CSG Consultants, Inc. for contract planning services.
FISCAL IMPACT: No additional appropriation is required. Funding for these agreements is included in the Adopted Budget for FY 2024-25 in Account No. 101-2001-5100.00 (Planning Department – Professional Services).
WORK PLAN: This item supports day-to-day operations and priorities identified in the Adopted FY 2023-24 Strategic Priority Project List such as the 2021-2029 Housing Element, Accessory Dwelling Unit Ordinance, and the Malibu Community Labor Exchange Permanent Office. Staff continues to work on ongoing projects and normal business while the FY 2024-25 Strategic Priority Plan is finalized.
DISCUSSION: The Planning Department utilizes contract planners to augment staffing levels to aid in the processing of current planning development applications, long-range planning efforts, and inter-agency projects. For FY 2024-25, the City Council approved $1,570,000 for Planning Professional Services for a variety of services. The table below shows approximate amounts for each type of service. Attachment 1 includes a detailed breakdown of the professional services budget for this fiscal year.
City Council Meeting
10-28-24
Item
1.B.6.
1
Agenda Item # 1.B.6.
Table 1 – Planning Professional Services by Category
Category Budget
Other Services $285,000
Long Range Planning $425,000
Current Planning $860,000
$1,570,000
In addition, to the Planning Professional Services, the City Council approved $300,000 for a dedicated Woolsey Fire rebuild contract planner in a separate account. However, it is important to note that all planners, including contract planners, work on fire rebuild applications.
The existing agreements for contract planning services provide for 12 to 14 contract planners, the equivalent of 4.0 full-time employees, with differing levels of experience from former planning directors to associate planners. Contract planners assist the Department in processing approximately 120 planning applications and managing the Department’s digital submittals.
During the process of adopting the FY 2024-25 Budget, it was anticipated that vacancies would continue to be filled, and contract planners would be assisting staff with longrange planning projects and the backlog of planning projects due to staffing turnover. At the time this report was prepared, the Planning Department has 9 planner vacancies, which includes the recent resignations from the Planning Director and Assistant Planning Director. As such, the Department issued an RFP for contract planning services.
In the most recent RFP, staff decided that it would be more efficient to obtain planners with more experience. As a result, the RFP requested contract planning services at the senior planner or higher level and to obtain a planner to manage digital submittals.
In order to obtain the most qualified firms, the RFP was advertised to planning professional associations in addition to the City’s website. The City received 15 proposals1 and is currently interviewing candidates and negotiating agreements. As agreements are negotiated, staff will present agreements for the Council’s consideration.
To date, based on the response to the RFP, interviews, and qualifications, staff recommends the Mayor execute two-year professional services agreements with 4Leaf, Inc, Capstone City Planning, and CSG Consultants, Inc.
1 Responding firms: 4LEAF, Capstone Planning, California Coastal Works, Casswell Consulting, City Advisors, Civic Solutions, Inc., CSG Consultants, Interwest, Joyce Parker-Bozylinski, JLee Engineering, Inc, Michael Baker International, MNS Engineering, Premium Planning Solutions, RFM Land Use Consulting, Rincon Consultants, and The Code Group.
2
Agenda Item # 1.B.6.
Tracking Progress
In 2022, the City Council increased the Planning Professional Services budget by $900,000, totaling $1.5 million. This infusion of funds for contract planners made a significant impact on the Department’s ability to complete the Council Strategic Priority Project List, improve the development process, increase the level of customer service, improve staff’s response times, and lower the caseload per planner.
As part of the FY 2024-25 budget hearings, staff reported that with the assistance of contract planners, the Department was able to complete the Strategic Priority Project List adopted by the Council including the Permanent Skate Park coastal development permit, ADU Ordinance, Malibu Middle and High School Specific Plan, and significant progress on the Wireless Ordinance Update, Temporary Use Permit Ordinance, Housing Element, and Dark Sky Ordinance.
Also, in 2022, staff reported that the average caseload per planner was 57 cases. Today, the caseload has been reduced to 35 cases per planner, thanks in large part to the addition of contract planning resources. This Department workload is in addition to staffing the public counter, the planning hotline, email inquiries, Planning Commission and City Council attendance, assigned programs and required City and Department training. The Department also supports the planning efforts of other Departments, as well as long-range planning activities and programs.
In March 2023, the Department implemented performance metrics. To date, staff has met 4 of the 9 performance metrics. Most significant is the progress made for Metric 1 (first review within 30 days of the date of application). In 2023, only 35% of applications received a response within 30 days, as of today, staff has met the target at 75% of applications.
In addition, staff reported on efforts to improve the development review process including the implementation of the Development Portal. Since the launch of the portal in April 2024, planning staff has received over 700 new and revised application submittals, totaling over 3,200 documents. This work is handled by a contract planning technician.
This has allowed the City planners to focus on processing applications.
Lastly, lowering the number of applications per planner has enabled the Department to offer Associate Planner consultations at the public counter twice per week.
CONCLUSION: Staff recommends the Mayor authorize these agreements to continue the level of service provided while recruitment for full-time planners continues. 3
Agenda Item # 1.B.6.
ATTACHMENTS:
1. Planning Department Consultant Budget
2. Professional Services Agreement with 4Leaf, Inc.
3. Professional Services Agreement with Capstone City Planning
4. Professional Services Agreement with CSG Consultants, Inc.
5. Responses to RFP
4 Planning Professional Services Cateogry of Services Total Budget for FY 2425 CDBGR Multifamily Housing Program Other 75,000.0 $ 0
LEAP ADU Outreach (Web design and workshop) Other $ LEAP IntraDepartment Workflow Other 4,134.0 $ 0
New WC Hearing Officer Other $ 3,000.00
Misc Services (Cotton Shires) Other $ 10,000.00
City Arborist Other 5,000.0 $ 0
Database Maintenance Other 30,000.0 $ 0
City Biologist Nonreimbursable reviews Other $ 6,000.00 Jlee Engineering Other 37,060.00
Premium Planning Solutions Other $ 112,460.00
Capstone Housing Element Code Amendments LongRange Planning $ 78,218.00 Rincon Housing Element LongRange Planning 70,908.00
Joyce ParkerBozylinski LongRange Planning 100,000.0 $ 0 California CW LongRange Planning $ 176,000.00
Capstone Contract Planning Services Current Planning $ 107,000.00 Casswell Consulting Current Planning $ 175,000.00
Civic Solutions Current Planning $ 215,000.00
CSG Consultants Current Planning $ 175,000.00
4LEAF Current Planning $ 115,200.00
Other Contract Planner TBD Current Planning $ 75,020.00 *Provided current and longrange planning servies
Other Services $ 282,654.00
Long Range Planning $ 425,126.00
Current Planning Projects $ 862,220.00
TOTAL BUDGET $ 1,570,000.00
Planning Consultant Budget
5 Attachment 1
6 Attachment 2
7 8
9 10
11 Agreement for Professional Services
4Leaf, Inc.
with those obligations at his or her expense. Prior to consultant commencing services hereunder, the City's Manager shall prepare and deliver to consultant a memorandum detailing the extent of Consultant's disclosure obligations in accordance with the City's Conflict oflnterest Code.
City Initials
7.2 Disclosure not Required. By their initials next to this paragraph, City and Consultant hereby acknowledge that Consultant is not a "consultant" for the purpose of the California Political Reform Act because Consultant's duties and responsibilities are not within the scope of the definition of consultant in Fair Political Practice Commission Regulation 18700.3(a) and is otherwise not serving in staff capacity in accordance with the City's Conflict of Interest Code.
City Initials-=---
Consultant Initials �
This Agreement is executed on ----------, at Malibu, California, and effective as of October 28, 2024.
[REMAINDER OF PAGE INTENTIONALLY LEFT BLANK]
12 13
14 SECTION 1 - SCOPE OF WORK
PART A – CURRENT PLANNING SERVICES
The Consultant shall perform professional municipal planning case management services at the Project Manager / Principal Planner level for applicant-initiated applications as assigned by the Planning Department to include the following services: conformance reviews, discretionary case processing, project management, staff report preparation, CEQA documentation, review of conditions of approval, and attendance at required meetings for the Environmental Review Board (ERB), Planning Commission, and City Council. As part of this work, the selected consultant shall:
• Demonstrate expertise similar to a Project Manager / Principal Planner in municipal planning case management.
• Review applications for complex residential and commercial development; evaluate alternatives and conformance with the City’s General Plan, Municipal Code, Local Coastal Program, and State laws; and prepare recommendations for action by City staff, elected or appointed officials.
• Process coastal development permits (CDP), administrative plan reviews (APR), site plan reviews (SPR), minor modifications, variances, conditional use permits, subdivisions, parcel maps, and other entitlements as assigned.
• Confer with and provide information to property owners, contractors, developers, engineers, architects, and the public regarding conformance to standards, plans, specifications and codes; explain codes, requirements and procedures, and evaluates alternatives. • Coordinate with outside agencies and City departments involved as part of the development review process.
• Conduct final planning inspections, story pole visits, and other site visits as necessary. • Review applications and projects for compliance with CEQA. • Make presentations to the Planning Commission, City Council, and various committees and commissions, and attend evening meetings as required.
• Prepare staff reports, resolutions, and ordinances for the Planning Commission, Environmental Review Board, and City Council.
• May be requested to work on long-range planning projects. • Demonstrate an area of expertise with regulatory documents similar to those used by the City of Malibu Planning Department:
City of Malibu Local Coastal Program
City of Malibu Municipal Code Title 16 (Subdivision) and Title 17 (Zoning) City of Malibu General Plan
City Maps including LCP maps, Zoning Maps, Land Use Maps, Cultural Resources Maps, Overlay Districts, etc.
Coastal Act
CEQA Guidelines
Subdivision Map Act
Permit Streamlining Act
• Prepare documentation, in a form prescribed by the City, normally associated with case processing. • Incomplete/Complete Letters processed within 30 calendar days of project submittal (target goal)
• Noticing Requirements for CDPs shall be processed before applications are deemed complete
• Notice of Decisions for APR/SPRs shall be processed no sooner than 21 days no later than 30 calendar days from the date of the issuance of the Notice of Application • Ensure that Planning fees are paid and included in incomplete letters • Staff reports for the Planning Commission, Environmental Review Board, and City Council shall be submitted to staff in final form including attachments, resolutions, and 15 Scope of Work
ordinances, if applicable. This includes thorough editing and proofreading and preparation of exhibits prior to submittal to staff for review. • Update Planning long range agenda and keep abreast of pertinent deadlines. • The Development Database shall be maintained. All project milestones shall be entered as they are performed. The Note section shall reflect current status of the project and all communications with applicants, owners, appellants, and interested parties. • Attend Planning Department staff meetings only upon the request by the Planning Director or his/her designee
• Attend trainings as requested by the Planning Director or his/her designee • Stay abreast of new City and/or departmental policies and procedures as provided in emails, meetings, etc.
• Provide other services as requested by the Planning Director • Review Conditions of Approval prior to final planning approval • Stamp plans at appropriate review stages and conform plans accurately to reflect project approval
• Perform project management duties including the maintenance of the development database and tracking of deadlines, application submittal requirements, and workload.
PART B – OTHER
• Perform project management duties including the maintenance of the development database and tracking of deadlines, application submittal requirements, and workload. • Response Turnaround Times: Respond within one (1) business day to questions from City staff and members of the public Record Keeping: Maintain proper record keeping. Files shall be organized, up to date, and ready for public review at all times including digital records. All records shall be date-stamped and properly identified. City records, including planning files, shall not be removed from City Hall without authorization. In addition, the Development Database shall be maintained with all project milestones and reflect current status. • Meetings: Meetings with applicants and members of the public shall be held in City Hall or on the project site (e.g., onsite visits). In an effort to create a perception of unbiased level of customer service, socializing with applicants is strongly discouraged. • Demonstrate knowledge of computer applications including Microsoft Office Word, Excel, PowerPoint, Access, Teams, and GIS.
16 Scope of Work
SECTION 2 - SCHEDULE OF FEES
This section describes the rates and general payment terms for the services described in this Scope of Work.
1. AGREEMENT
Scope of Work Amount
Woolsey Fire Rebuild Contract Planning Services $600,000 Not to exceed $25,000 per month
General Planning Services $350,000
Not to exceed $14,400 per month
*Amounts allocated for Scope of Work are general guidelines and may be changed by the Planning Director or his/her designee.
*Not-to-exceed amounts are general guidelines to maintain services throughout the term of the agreement.
2. FEE
Consultant will perform the services on an hourly basis, in accordance with Schedule 1 below. The Not to Exceed Fee represents all cost associated with the delivery of each task including travel time with the exception of travel expenses as described in Section 2 below. An itemized invoice of specific tasks shall be provided on invoices.
All hourly rates include overhead costs including, but not limited to, salaries, benefits, Workers Compensation Insurance, travel, and office expenses.
Prior to commencing work for the City of Malibu by any consultant staff members, authorization must be granted by the Planning Director or his/her designee.
17 Scope of Work
2. TRAVEL EXPENSE BUDGET
Reimbursement for all expenses reasonably incurred by the Consultant in connection with services provided such as lodging and transportation cost which exceed attendance of meeting in excess of 50 miles from Consultant’s address. An estimate of travel expenses shall be pre-approved by the Planning Director.
Mileage shall be reimbursed at the IRS prevailing rate. City will not reimburse for meals. Expenses will appear on invoices without any markup, with proof of payment, and due and payable within thirty (30) days after receipt by the City.
3. NON-BILLABLE ADMINISTRATIVE OVERHEAD
The Consultant will bill only for time spent performing assigned professional work. All other activities associated with carrying out the contract are not billable, and are therefore, considered overhead or administrative functions contained within the hourly rate. Typical examples of non-billable overhead activities are:
• Discussion with staff or applicant about the cost of services or to address billing disputes. • Meetings to discuss work performance, contract or additional services. • Travel time to and from the City of Malibu (not related to Scope of Work). • Preparation of invoices and other administrative clerical services. • Contract administration, such as preparing or discussing contract amendments. • Time spent resolving errors in the event the Consultant is responsible. 18 19
20 21
22 23
24 25
26 AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement is made and entered into as of October 28, 2024 by and between the City of Malibu (hereinafter referred to as the "City"), and Capstone City Planning hereinafter referred to as "Consultant").
The City and the Consultant agree as follows:
R E C I T A L S
A. The City does not have the personnel able and/or available to perform the services required under this Agreement.
B. The City desires to contract out for consulting services for certain projects relating contract planning services.
C. The Consultant warrants to the City that it has the qualifications, experience and facilities to perform properly and timely the services under this Agreement.
D. The City desires to contract with the Consultant to perform the services as described in Exhibit A of this Agreement.
NOW, THEREFORE, the City and the Consultant agree as follows:
1.0 SCOPE OF THE CONSULTANT’S SERVICES. The Consultant agrees to provide the services and perform the tasks set forth in the Scope of Work, attached to and made part of this Agreement, except that, to the extent that any provision in Exhibit A conflicts with this Agreement, the provisions of this Agreement govern. The Scope of Work may be amended from time to time by way of a written directive from the City.
2.0 TERM OF AGREEMENT. This Agreement will become effective on October 28, 2024, and will remain in effect for a period of two years from said date unless otherwise expressly extended and agreed to by both parties or terminated by either party as provided herein.
3.0 CITY AGENT. The City Manager, or his or her designee, for the purposes of this Agreement, is the agent for the City; whenever approval or authorization is required, Consultant understands that the City Manager, or his or her designee, has the authority to provide that approval or authorization.
4.0 COMPENSATION FOR SERVICES. The City shall pay the Consultant for its professional services rendered and costs incurred pursuant to this Agreement in accordance with the Scope of Work’s fee and cost schedule. The cost of services shall not exceed $200,000 for the term of the agreement, except for work performed under an Applicant Deposit (as more particularly described in Section 4.2). No additional compensation shall be paid for any other expenses incurred, unless first approved by the City Manager, or his or her designee. 27 Attachment 3
Agreement for Professional Services
Capstone City Planning
4.1 The Consultant shall submit to the City, by no later than the 10th day of each month, its bill for services itemizing the fees and costs incurred during the previous month.
The City shall pay the Consultant all uncontested amounts set forth in the Consultant's bill within 30 days after it is received.
4.2 Applicant Deposit means a project where an applicant submits a financial deposit to the City as required by the City’s fee schedule or other rule or regulation. City shall have the sole authority to determine whether work performed by the Consultant is subject to this Agreement or an Applicant Deposit. In the event the amount of an Applicant Deposit is less than the accumulated cost of the applicant’s project, the Consultant will not be required to continue work on the applicant’s project after expiration of a 15-day written notice from Consultant regarding the deposit funding issue. The immediately preceding sentence shall not apply in the event that the City notifies the Consultant that it will continue to compensate the Consultant regardless of the deposit funding issue or the applicant provides an additional financial deposit to the City.
5.0 CONFLICT OF INTEREST. The Consultant represents that it presently has no interest and shall not acquire any interest, direct or indirect, in any real property located in the City which may be affected by the services to be performed by the Consultant under this Agreement. The Consultant further represents that in performance of this Agreement, no person having any such interest shall be employed by it.
5.1 The Consultant represents that no City employee or official has a material financial interest in the Consultant’s business. During the term of this Agreement and/or as a result of being awarded this contract, the Consultant shall not offer, encourage or accept any financial interest in the Consultant’s business by any City employee or official.
5.2 If a portion of the Consultant’s services called for under this Agreement shall ultimately be paid for by reimbursement from and through an agreement with a developer of any land within the City or with a City franchisee, the Consultant warrants that it has not performed any work for such developer/franchisee within the last 12 months, and shall not negotiate, offer or accept any contract or request to perform services for that identified developer/franchisee during the term of this Agreement.
6.0 GENERAL TERMS AND CONDITIONS.
6.1 Termination. Either the City Manager or the Consultant may terminate this Agreement, without cause, by giving the other party ten (10) days written notice of such termination and the effective date thereof.
6.1.1 In the event of such termination, all finished or unfinished documents, reports, photographs, films, charts, data, studies, surveys, drawings, models, maps, or other documentation prepared by or in the possession of the Consultant under this Agreement shall be returned to the City. If the City terminates this Agreement without cause, the Consultant shall prepare and shall be entitled to receive compensation pursuant to a close-out bill for services rendered and fees incurred pursuant to this Agreement through the notice of termination.
If the Consultant terminates this Agreement without cause, the Consultant shall be paid only for those services completed in a manner satisfactory to the City. 28 Agreement for Professional Services
Capstone City Planning
6.1.2 If the Consultant or the City fail to fulfill in a timely and proper manner its obligations under this Agreement, or if the Consultant or the City violate any of the covenants, agreements, or stipulations of this Agreement, the Consultant or the City shall have the right to immediately terminate this Agreement by giving written notice to the other party of such termination and specifying the effective date of such termination. The Consultant shall be entitled to receive compensation in accordance with the terms of this Agreement for any work satisfactorily completed hereunder. Notwithstanding the foregoing, the Consultants shall not be relieved of liability for damage sustained by virtue of any breach of this Agreement and any payments due under this Agreement may be withheld to off-set anticipated damages.
6.2 Non-Assignability. The Consultant shall not assign or transfer any interest in this Agreement without the express prior written consent of the City.
6.3 Non-Discrimination. The Consultant shall not discriminate as to race, creed, gender, color, national origin, or sexual orientation in the performance of its services and duties pursuant to this Agreement, and will comply with all applicable laws, ordinances and codes of the Federal, State, County and City governments.
6.4 Insurance. The Consultant shall submit to the City certificates indicating compliance with the following minimum insurance requirements no less than one (1) day prior to beginning of performance under this Agreement. Consultant further agrees to comply with all provisions in the attached Exhibit B which is incorporated herein.
6.5 Indemnification.
To the fullest extent permitted by law, Consultant shall indemnify and hold harmless City and any and all of its officials, employees, agents, and/or volunteers (“Indemnified Parties”) from and against any and all losses, liabilities, damages, costs, and expenses, including attorneys’ fees and costs, caused in whole or in part by the negligent or wrongful act, error or omission of Consultant, its officers, agents, employees or subconsultants (or any agency or individual that Consultant shall bear the legal liability thereof) in the performance of services under this Agreement. Consultant’s duty to indemnify and hold harmless City shall not extend to the City’s sole or active negligence or willful misconduct.
6.5.1. Duty to defend:
In the event the Indemnified Parties, individually or collectively, are made a party to any action, lawsuit, or other adversarial proceeding arising from the performance of the services encompassed by this Agreement, and upon demand by City, Consultant shall defend the Indemnified Parties at Consultant’s cost or at City’s option, to reimburse City for its costs of defense, including reasonable attorneys’ fees and costs incurred in the defense of such matters to the extent the matters arise from, relate to or are caused by Consultant’s negligent acts, errors or omissions. Payment by City is not a condition precedent to enforcement of this provision. In the event of any dispute between Consultant and City, as to whether liability arises from the sole or active negligence or willful misconduct of the City or its officers, employees, or agents, Consultant will be obligated to pay for City’s defense until such time as a final judgment has been entered adjudicating the Indemnified Parties as solely or actively negligent or to have acted with willful misconduct. Consultant will not be entitled in the absence of such a determination to any reimbursement of defense costs including but not limited to attorneys’ fees, expert fees, and 29 Agreement for Professional Services
Capstone City Planning
costs of litigation.
6.6 Compliance with Applicable Law. The Consultant and the City shall comply with all applicable laws, ordinances, and codes of the federal, state, county, and city governments, including, without limitation, Malibu Municipal Code Chapter 5.36 Minimum Wage.
6.7 Independent Contractor. This Agreement is by and between the City and the Consultant and is not intended, and shall not be construed, to create the relationship of agency, servant, employee, partnership, joint venture, or association, as between the City and the Consultant.
6.7.1. The Consultant shall be an independent contractor and shall have no power to incur any debt or obligation for or on behalf of the City. Neither the City nor any of its officers or employees shall have any control over the conduct of the Consultant, or any of the Consultant’s employees, except as herein set forth, and the Consultant expressly warrants not to, at any time or in any manner, represent that it, or any of its agents, servants or employees are in any manner employees of the City, it being distinctly understood that the Consultant is and shall at all times remain to the City a wholly independent contractor and the Consultant's obligations to the City are solely such as are prescribed by this Agreement.
6.8 Copyright. No reports, maps or other documents produced in whole or in part under this Agreement shall be the subject of an application for copyright by or on behalf of the Consultant.
6.9 Legal Construction.
(a) This Agreement is made and entered into in the State of California and shall in all respects be interpreted, enforced, and governed under the laws of the State of California.
(b) This Agreement shall be construed without regard to the identity of the persons who drafted its various provisions. Each and every provision of this Agreement shall be construed as though each of the parties participated equally in the drafting of same, and any rule of construction that a document is to be construed against the drafting party shall not be applicable to this Agreement.
(c) The article and section, captions and headings herein have been inserted for convenience only and shall not be considered or referred to in resolving questions of interpretation or construction.
(d) Whenever in this Agreement the context may so require, the masculine gender shall be deemed to refer to and include the feminine and neuter, and the singular shall refer to and include the plural.
30 Agreement for Professional Services
Capstone City Planning
6.10 Counterparts. This Agreement may be executed in counterparts and as so executed shall constitute an agreement which shall be binding upon all parties hereto.
6.11 Final Payment Acceptance Constitutes Release. The acceptance by the Consultant of the final payment made under this Agreement shall operate as and be a release of the City from all claims and liabilities for compensation to the Consultant for anything done, furnished or relating to the Consultant’s work or services. Acceptance of payment shall be any negotiation of the City’s check or the failure to make a written extra compensation claim within ten (10) calendar days of the receipt of that check. However, approval or payment by the City shall not constitute, nor be deemed, a release of the responsibility and liability of the Consultant, its employees, sub-consultants and agents for the accuracy and competency of the information provided and/or work performed; nor shall such approval or payment be deemed to be an assumption of such responsibility or liability by the City for any defect or error in the work prepared by the Consultant, its employees, sub-consultants and agents.
6.12 Corrections. In addition to the above indemnification obligations, the Consultant shall correct, at its expense, all errors in the work which may be disclosed during the City’s review of the Consultant’s report or plans. Should the Consultant fail to make such correction in a reasonably timely manner, such correction shall be made by the City, and the cost thereof shall be charged to the Consultant.
6.13 Files. All files of the Consultant pertaining to the City shall be and remain the property of the City. The Consultant will control the physical location of such files during the term of this Agreement and shall be entitled to retain copies of such files upon termination of this Agreement.
6.14 Waiver; Remedies Cumulative. Failure by a party to insist upon the performance of any of the provisions of this Agreement by the other party, irrespective of the length of time for which such failure continues, shall not constitute a waiver of such party's right to demand compliance by such other party in the future. No waiver by a party of a default or breach of the other party shall be effective or binding upon such party unless made in writing by such party, and no such waiver shall be implied from any omissions by a party to take any action with respect to such default or breach. No express written waiver of a specified default or breach shall affect any other default or breach, or cover any other period of time, other than any default or breach and/or period of time specified. All of the remedies permitted or available to a party under this Agreement, or at law or in equity, shall be cumulative and alternative, and invocation of any such right or remedy shall not constitute a waiver or election of remedies with respect to any other permitted or available right of remedy.
6.15 Mitigation of Damages. In all such situations arising out of this Agreement, the parties shall attempt to avoid and minimize the damages resulting from the conduct of the other party.
6.16 Partial Invalidity. If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions will nevertheless continue in full force without being impaired or invalidated in any way. 31 Agreement for Professional Services
Capstone City Planning
6.17 Attorneys' Fees. The parties hereto acknowledge and agree that each will bear his/her or its own costs, expenses and attorneys' fees arising out of and/or connected with the negotiation, drafting and execution of the Agreement, and all matters arising out of or connected therewith except that, in the event any action is brought by any party hereto to enforce this Agreement, the prevailing party in such action shall be entitled to reasonable attorneys' fees and costs in addition to all other relief to which that party or those parties may be entitled.
6.18 Entire Agreement. This Agreement constitutes the whole agreement between the City and the Consultant, and neither party has made any representations to the other except as expressly contained herein. Neither party, in executing or performing this Agreement, is relying upon any statement or information not contained in this Agreement. Any changes or modifications to this Agreement must be made in writing appropriately executed by both the City and the Consultant.
6.19 Notices. Any notice required to be given hereunder shall be deemed to have been given by depositing said notice in the United States mail, postage prepaid, and addressed as follows:
CITY: Steve McClary CONSULTANT: Allison Cook
City Manager Owner/Principal
City of Malibu Capstone City Planning
23825 Stuart Ranch Road 253 Camino Toluca
Malibu, CA 90265-4861 Camarillo, CA 93010
TEL (310) 456-2489 x 226 TEL: (805) 415-1991
FAX (310) 456-2760 EMAIL:
6.20 Warranty of Authorized Signatories and Acceptance of Facsimile or Electronic Signatures. Each of the signatories hereto warrants and represents that he or she is competent and authorized to enter into this Agreement on behalf of the party for whom he or she purports to sign. The Parties agree that this Contract, agreements ancillary to this Contract, and related documents to be entered into in connection with this Contract will be considered signed when the signature of a party is delivered physically or by facsimile transmission or scanned and delivered via electronic mail. Such facsimile or electronic mail copies will be treated in all respects as having the same effect as an original signature.
7.0 GENERAL TERMS AND CONDITIONS.
7.1 Disclosure Required. By their respective initials next to this paragraph, City and Consultant hereby acknowledge that Consultant is a “consultant” for the purposes of the California Political Reform Act because Consultant’s duties would require him or her to make one or more of the governmental decisions set forth in Fair Political Practices Commission Regulation 18700.3(a) or otherwise serves in a staff capacity for which disclosure would otherwise be required were Consultant employed by the City. Consultant hereby acknowledges 32 Agreement for Professional Services
Capstone City Planning
his or her assuming-office, annual, and leaving-office financial reporting obligations under the California Political Reform Act and the City’s Conflict of Interest Code and agrees to comply with those obligations at his or her expense. Prior to consultant commencing services hereunder, the City’s Manager shall prepare and deliver to consultant a memorandum detailing the extent of Consultant’s disclosure obligations in accordance with the City’s Conflict of Interest Code.
City Initials ______
Consultant Initials ______
7.2 Disclosure not Required. By their initials next to this paragraph, City and Consultant hereby acknowledge that Consultant is not a “consultant” for the purpose of the California Political Reform Act because Consultant’s duties and responsibilities are not within the scope of the definition of consultant in Fair Political Practice Commission Regulation 18700.3(a) and is otherwise not serving in staff capacity in accordance with the City’s Conflict of Interest Code.
City Initials ______
Consultant Initials ______
[REMAINDER OF PAGE INTENTIONALLY LEFT BLANK]
33 Agreement for Professional Services
Capstone City Planning
This Agreement is executed on _____________________, at Malibu, California, and effective as of October 28, 2024.
CONSULTANT:
_______________________________________
By: ALLISON COOK, Owner/Principal
Capstone City Planning
CITY OF MALIBU:
___________________________________
DOUG STEWART, Mayor
ATTEST:
___________________________________
KELSEY PETTIJOHN, City Clerk
(seal)
APPROVED AS TO FORM:
___________________________________
TREVOR RUSIN, Interim City Attorney
34 Agreement for Professional Services
Capstone City Planning
EXHIBIT A
SCOPE OF WORK
35 SECTION 1 - SCOPE OF WORK
PART A – CURRENT PLANNING SERVICES
The Consultant shall perform professional municipal planning case management services at the Project Manager / Principal Planner level for applicant-initiated applications as assigned by the Planning Department to include the following services: conformance reviews, discretionary case processing, project management, staff report preparation, CEQA documentation, review of conditions of approval, and attendance at required meetings for the Environmental Review Board (ERB), Planning Commission, and City Council. As part of this work, the selected consultant shall:
• Demonstrate expertise similar to a Project Manager / Principal Planner in municipal planning case management.
• Review applications for complex residential and commercial development; evaluate alternatives and conformance with the City’s General Plan, Municipal Code, Local Coastal Program, and State laws; and prepare recommendations for action by City staff, elected or appointed officials.
• Process coastal development permits (CDP), administrative plan reviews (APR), site plan reviews (SPR), minor modifications, variances, conditional use permits, subdivisions, parcel maps, and other entitlements as assigned.
• Confer with and provide information to property owners, contractors, developers, engineers, architects, and the public regarding conformance to standards, plans, specifications and codes; explain codes, requirements and procedures, and evaluates alternatives. • Coordinate with outside agencies and City departments involved as part of the development review process.
• Conduct final planning inspections, story pole visits, and other site visits as necessary. • Review applications and projects for compliance with CEQA. • Make presentations to the Planning Commission, City Council, and various committees and commissions, and attend evening meetings as required.
• Prepare staff reports, resolutions, and ordinances for the Planning Commission, Environmental Review Board, and City Council.
• May be requested to work on long-range planning projects. • Demonstrate an area of expertise with regulatory documents similar to those used by the City of Malibu Planning Department:
City of Malibu Local Coastal Program
City of Malibu Municipal Code Title 16 (Subdivision) and Title 17 (Zoning) City of Malibu General Plan
City Maps including LCP maps, Zoning Maps, Land Use Maps, Cultural Resources Maps, Overlay Districts, etc.
Coastal Act
CEQA Guidelines
Subdivision Map Act
Permit Streamlining Act
• Prepare documentation, in a form prescribed by the City, normally associated with case processing. • Incomplete/Complete Letters processed within 30 calendar days of project submittal (target goal)
• Noticing Requirements for CDPs shall be processed before applications are deemed complete
• Notice of Decisions for APR/SPRs shall be processed no sooner than 21 days no later than 30 calendar days from the date of the issuance of the Notice of Application • Ensure that Planning fees are paid and included in incomplete letters • Staff reports for the Planning Commission, Environmental Review Board, and City Council shall be submitted to staff in final form including attachments, resolutions, and 36 Scope of Work
ordinances, if applicable. This includes thorough editing and proofreading and preparation of exhibits prior to submittal to staff for review. • Update Planning long range agenda and keep abreast of pertinent deadlines. • The Development Database shall be maintained. All project milestones shall be entered as they are performed. The Note section shall reflect current status of the project and all communications with applicants, owners, appellants, and interested parties. • Attend Planning Department staff meetings only upon the request by the Planning Director or his/her designee
• Attend trainings as requested by the Planning Director or his/her designee • Stay abreast of new City and/or departmental policies and procedures as provided in emails, meetings, etc.
• Provide other services as requested by the Planning Director • Review Conditions of Approval prior to final planning approval • Stamp plans at appropriate review stages and conform plans accurately to reflect project approval
• Perform project management duties including the maintenance of the development database and tracking of deadlines, application submittal requirements, and workload.
PART B – OTHER
• Perform project management duties including the maintenance of the development database and tracking of deadlines, application submittal requirements, and workload. • Response Turnaround Times: Respond within one (1) business day to questions from City staff and members of the public Record Keeping: Maintain proper record keeping. Files shall be organized, up to date, and ready for public review at all times including digital records. All records shall be date-stamped and properly identified. City records, including planning files, shall not be removed from City Hall without authorization. In addition, the Development Database shall be maintained with all project milestones and reflect current status. • Meetings: Meetings with applicants and members of the public shall be held in City Hall or on the project site (e.g., onsite visits). In an effort to create a perception of unbiased level of customer service, socializing with applicants is strongly discouraged. • Demonstrate knowledge of computer applications including Microsoft Office Word, Excel, PowerPoint, Access, Teams, and GIS.
37 Scope of Work
SECTION 2 - SCHEDULE OF FEES
This section describes the rates and general payment terms for the services described in this Scope of Work.
1. FEE
Consultant will perform the services on an hourly basis, in accordance with Schedule 1 below. The Not to Exceed Fee represents all cost associated with the delivery of each task including travel time with the exception of travel expenses as described in Section 2 below. An itemized invoice of specific tasks shall be provided on invoices.
Schedule 1 – Hourly Rate
Allison Cook, Principal $165/hr (consultant rate)
Not-to-Exceed Monthly amount: $8,000
*Not-to-exceed amount is a general guideline to maintain services throughout the term of the agreement.
This agreement is for a sole proprietor and as such no employees are authorized to conduct work under this agreement. Should the Consultant desire to add employees, an amendment to the agreement is required.
After execution of the agreement, the City will submit a Notice to Proceed to the Consultant which will include an agreed upon Not to Exceed Per Month amount. This amount shall not be exceeded without the express permission of the Planning Director or his or her designee.
2. TRAVEL EXPENSE BUDGET
Reimbursement for all expenses reasonably incurred by the Consultant in connection with services provided such as lodging and transportation cost which exceed attendance of meeting in excess of 50 miles from Consultant’s address. An estimate of travel expenses shall be pre-approved by the Planning Director.
Mileage shall be reimbursed at the IRS prevailing rate. City will not reimburse for meals. Expenses will appear on invoices without any markup, with proof of payment, and due and payable within thirty (30) days after receipt by the City.
3. NON-BILLABLE ADMINISTRATIVE OVERHEAD
The Consultant will bill only for time spent performing assigned professional work. All other activities associated with carrying out the contract are not billable, and are therefore, considered overhead or administrative functions contained within the hourly rate. Typical examples of non-billable overhead activities are:
• Discussion with staff or applicant about the cost of services or to address billing disputes. • Meetings to discuss work performance, contract or additional services. • Travel time to and from the City of Malibu (not related to Scope of Work). • Preparation of invoices and other administrative clerical services. • Contract administration, such as preparing or discussing contract amendments. • Time spent resolving errors in the event the Consultant is responsible. 38 Agreement for Professional Services
Capstone City Planning
EXHIBIT B
INSURANCE LANGUAGE
Without limiting Consultant’s indemnification of City, and prior to commencement of work and/or services under this Agreement, 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.
General Liability Insurance. Consultant shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.
Automobile Liability Insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non-owned, or rented vehicles, in an amount not less than 1,000,000 combined single limit for each accident.
Professional Liability (Errors & Omissions) Insurance. Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this agreement and Consultant agrees to maintain continuous coverage through a period no less than three years after completion of the services required by this agreement.
OTHER PROVISIONS OR REQUIREMENTS
Proof of Insurance. Consultant shall provide certificates of insurance and required endorsements to City as evidence of the insurance coverage required herein. 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 for the contract period and any additional length of time required thereafter. City reserves the right to require complete, certified copies of all required insurance policies, at any time.
Duration of Coverage. Consultant shall procure and maintain for the contract period, and any additional length of time required thereafter, insurance against claims for injuries to persons or damages to property, or financial loss which may arise from or in connection with the performance of the Work hereunder by Consultant, their agents, representatives, employees, or subconsultants.
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 with it. The limits of insurance required herein may be satisfied by a combination of primary and 39 Agreement for Professional Services
Capstone City Planning
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.
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.
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 VII (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager.
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.
Enforcement of Contract Provisions (Non Estoppel). Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder.
Requirements Not Limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the 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.
Notice of Cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide the 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. If any of the Consultant’s insurers are unwilling to provide such notice, then Consultant shall have the responsibility of notifying the City immediately in the event of Consultant’s failure to renew any of the required insurance coverages, or insurer’s cancellation or non-renewal. 40 Agreement for Professional Services
Capstone City Planning
Additional Insured Status. General liability, automobile liability, and umbrella/excess liability insurance 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.
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.
Separation of Insureds. A severability of interests’ provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions.
Pass Through Clause. Consultant agrees to ensure that its subconsultants, subcontractors, and any other party who is brought onto or involved in the project/service by Consultant (hereinafter collectively “Subcontractor”), provide the same minimum insurance coverage and endorsements required of Consultant under this Agreement. 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. However, in the event Consultant’s Subcontractor cannot comply with this requirement, which proof must be submitted to the City, Consultant may still be able to utilize the Subcontractor provided Consultant shall be required to ensure that its Subcontractor provide and maintain insurance coverage and endorsements sufficient to the specific risk of exposure involved with Subcontractor’s scope of work and services, with limits less than required of the Consultant, but in all other terms consistent with the Consultant’s requirements under this Agreement. This provision does not relieve the Consultant of its contractual obligations under the Agreement and/or limit its liability to the amount of insurance coverage provided by its subcontractors. This provision is intended solely to provide Consultant with the ability to utilize a Subcontractor who may be otherwise qualified to perform the work or services but may not carry the same insurance limits as required of the Consultant under this Agreement given the limited scope of work or services provided by the subcontractor. Consultant agrees that upon request, all agreements with Subcontractors, and others engaged in the project and/or services, will be submitted to City for review.
City’s Right to Revise Specifications. The City reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the Consultant ninety (90) days’ advance written notice of such change. If such a change results in substantial additional costs to the Consultant, the City and Consultant may renegotiate the Consultant’s compensation.
Self-Insured Retentions. Any self-insured retentions must be declared to and approved by the City. City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible, or require proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention through confirmation from the underwriter.
41 Agreement for Professional Services
Capstone City Planning
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.
Additional Insurance. The 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.
42 AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement is made and entered into as of October 28, 2024 by and between the City of Malibu (hereinafter referred to as the "City"), and CSG Consultants, Inc. (hereinafter referred to as "Consultant").
The City and the Consultant agree as follows:
R E C I T A L S
A. The City does not have the personnel able and/or available to perform the services required under this Agreement.
B. The City desires to contract out for consulting services for certain projects relating contract planning services.
C. The Consultant warrants to the City that it has the qualifications, experience and facilities to perform properly and timely the services under this Agreement.
D. The City desires to contract with the Consultant to perform the services as described in Exhibit A of this Agreement.
NOW, THEREFORE, the City and the Consultant agree as follows:
1.0 SCOPE OF THE CONSULTANT’S SERVICES. The Consultant agrees to provide the services and perform the tasks set forth in the Scope of Work, attached to and made part of this Agreement, except that, to the extent that any provision in Exhibit A conflicts with this Agreement, the provisions of this Agreement govern. The Scope of Work may be amended from time to time by way of a written directive from the City.
2.0 TERM OF AGREEMENT. This Agreement will become effective on October 28, 2024, and will remain in effect for a period of two years from said date unless otherwise expressly extended and agreed to by both parties or terminated by either party as provided herein.
3.0 CITY AGENT. The City Manager, or his or her designee, for the purposes of this Agreement, is the agent for the City; whenever approval or authorization is required, Consultant understands that the City Manager, or his or her designee, has the authority to provide that approval or authorization.
4.0 COMPENSATION FOR SERVICES. The City shall pay the Consultant for its professional services rendered and costs incurred pursuant to this Agreement in accordance with the Scope of Work’s fee and cost schedule. The cost of services shall not exceed $300,000 for the term of the agreement, except for work performed under an Applicant Deposit (as more particularly described in Section 4.2). No additional compensation shall be paid for any other expenses incurred, unless first approved by the City Manager, or his or her designee.
Attachment 4
43 Agreement for Professional Services
CSG Consultants, Inc.
4.1 The Consultant shall submit to the City, by no later than the 10th day of each month, its bill for services itemizing the fees and costs incurred during the previous month.
The City shall pay the Consultant all uncontested amounts set forth in the Consultant's bill within 30 days after it is received.
4.2 Applicant Deposit means a project where an applicant submits a financial deposit to the City as required by the City’s fee schedule or other rule or regulation. City shall have the sole authority to determine whether work performed by the Consultant is subject to this Agreement or an Applicant Deposit. In the event the amount of an Applicant Deposit is less than the accumulated cost of the applicant’s project, the Consultant will not be required to continue work on the applicant’s project after expiration of a 15-day written notice to City regarding the deposit funding issue. The immediately preceding sentence shall not apply in the event that the City notifies the Consultant that it will continue to compensate the Consultant regardless of the deposit funding issue or the applicant provides an additional financial deposit to the City.
5.0 CONFLICT OF INTEREST. The Consultant represents that it presently has no interest and shall not acquire any interest, direct or indirect, in any real property located in the City which may be affected by the services to be performed by the Consultant under this Agreement. The Consultant further represents that in performance of this Agreement, no person having any such interest shall be employed by it.
5.1 The Consultant represents that no City employee or official has a material financial interest in the Consultant’s business. During the term of this Agreement and/or as a result of being awarded this contract, the Consultant shall not offer, encourage or accept any financial interest in the Consultant’s business by any City employee or official.
5.2 If a portion of the Consultant’s services called for under this Agreement shall ultimately be paid for by reimbursement from and through an agreement with a developer of any land within the City or with a City franchisee, the Consultant warrants that it has not performed any work for such developer/franchisee within the last 12 months, and shall not negotiate, offer or accept any contract or request to perform services for that identified developer/franchisee during the term of this Agreement.
6.0 GENERAL TERMS AND CONDITIONS.
6.1 Termination. Either the City Manager or the Consultant may terminate this Agreement, without cause, by giving the other party ten (10) days written notice of such termination and the effective date thereof.
6.1.1 In the event of such termination, all finished or unfinished documents, reports, photographs, films, charts, data, studies, surveys, drawings, models, maps, or other documentation prepared by or in the possession of the Consultant under this Agreement shall be returned to the City. If the City terminates this Agreement without cause, the Consultant shall prepare and shall be entitled to receive compensation pursuant to a close-out bill for services rendered and fees incurred pursuant to this Agreement through the notice of termination.
If the Consultant terminates this Agreement without cause, the Consultant shall be paid only for those services completed in a manner satisfactory to the City. 44 Agreement for Professional Services
CSG Consultants, Inc.
6.1.2 If the Consultant or the City fail to fulfill in a timely and proper manner its obligations under this Agreement, or if the Consultant or the City violate any of the covenants, agreements, or stipulations of this Agreement, the Consultant or the City shall have the right to terminate this Agreement by giving written notice to the other party of such termination and specifying the effective date of such termination. The Consultant shall be entitled to receive compensation in accordance with the terms of this Agreement for any work satisfactorily completed hereunder. Notwithstanding the foregoing, the Consultants shall not be relieved of liability for damage sustained by virtue of any breach of this Agreement and any payments due under this Agreement may be withheld to off-set anticipated damages.
6.2 Non-Assignability. The Consultant shall not assign or transfer any interest in this Agreement without the express prior written consent of the City.
6.3 Non-Discrimination. The Consultant shall not discriminate as to race, creed, gender, color, national origin, or sexual orientation in the performance of its services and duties pursuant to this Agreement, and will comply with all applicable laws, ordinances and codes of the Federal, State, County and City governments.
6.4 Insurance. The Consultant shall submit to the City certificates indicating compliance with the following minimum insurance requirements no less than one (1) day prior to beginning of performance under this Agreement. Consultant further agrees to comply with all provisions in the attached Exhibit B which is incorporated herein.
6.5 Indemnification.
To the fullest extent permitted by law, Consultant shall indemnify and hold harmless City and any and all of its officials, employees, agents, and/or volunteers (“Indemnified Parties”) from and against any and all losses, liabilities, damages, costs, and expenses, including attorneys’ fees and costs, caused in whole or in part by the negligent or wrongful act, error or omission of Consultant, its officers, agents, employees or subconsultants (or any agency or individual that Consultant shall bear the legal liability thereof) in the performance of services under this Agreement. Consultant’s duty to indemnify and hold harmless City shall not extend to the City’s sole or active negligence or willful misconduct.
6.5.1. Duty to defend:
In the event the Indemnified Parties, individually or collectively, are made a party to any action, lawsuit, or other adversarial proceeding arising from the performance of the services encompassed by this Agreement, and upon demand by City, Consultant shall defend the Indemnified Parties at Consultant’s cost or at City’s option, to reimburse City for its costs of defense, including reasonable attorneys’ fees and costs incurred in the defense of such matters to the extent the matters arise from, relate to or are caused by Consultant’s negligent acts, errors or omissions. Payment by City is not a condition precedent to enforcement of this provision. In the event of any dispute between Consultant and City, as to whether liability arises from the sole or active negligence or willful misconduct of the City or its officers, employees, or agents, Consultant will be obligated to pay for City’s defense until such time as a final judgment has been entered adjudicating the Indemnified Parties as solely or actively negligent or to have acted with willful misconduct. Consultant will not be entitled in the absence of such a determination to 45 Agreement for Professional Services
CSG Consultants, Inc.
any reimbursement of defense costs including but not limited to attorneys’ fees, expert fees, and costs of litigation.
6.6 Compliance with Applicable Law. The Consultant and the City shall comply with all applicable laws, ordinances, and codes of the federal, state, county, and city governments, including, without limitation, Malibu Municipal Code Chapter 5.36 Minimum Wage.
6.7 Independent Contractor. This Agreement is by and between the City and the Consultant and is not intended, and shall not be construed, to create the relationship of agency, servant, employee, partnership, joint venture, or association, as between the City and the Consultant.
6.7.1. The Consultant shall be an independent contractor and shall have no power to incur any debt or obligation for or on behalf of the City. Neither the City nor any of its officers or employees shall have any control over the conduct of the Consultant, or any of the Consultant’s employees, except as herein set forth, and the Consultant expressly warrants not to, at any time or in any manner, represent that it, or any of its agents, servants or employees are in any manner employees of the City, it being distinctly understood that the Consultant is and shall at all times remain to the City a wholly independent contractor and the Consultant's obligations to the City are solely such as are prescribed by this Agreement.
6.8 Copyright. No reports, maps or other documents produced in whole or in part under this Agreement shall be the subject of an application for copyright by or on behalf of the Consultant.
6.9 Legal Construction.
(a) This Agreement is made and entered into in the State of California and shall in all respects be interpreted, enforced, and governed under the laws of the State of California.
(b) This Agreement shall be construed without regard to the identity of the persons who drafted its various provisions. Each and every provision of this Agreement shall be construed as though each of the parties participated equally in the drafting of same, and any rule of construction that a document is to be construed against the drafting party shall not be applicable to this Agreement.
(c) The article and section, captions and headings herein have been inserted for convenience only and shall not be considered or referred to in resolving questions of interpretation or construction.
(d) Whenever in this Agreement the context may so require, the masculine gender shall be deemed to refer to and include the feminine and neuter, and the singular shall refer to and include the plural.
46 Agreement for Professional Services
CSG Consultants, Inc.
6.10 Counterparts. This Agreement may be executed in counterparts and as so executed shall constitute an agreement which shall be binding upon all parties hereto.
6.11 Final Payment Acceptance Constitutes Release. The acceptance by the Consultant of the final payment made under this Agreement shall operate as and be a release of the City from all claims and liabilities for compensation to the Consultant for anything done, furnished or relating to the Consultant’s work or services. Acceptance of payment shall be any negotiation of the City’s check or the failure to make a written extra compensation claim within ten (10) calendar days of the receipt of that check. However, approval or payment by the City shall not constitute, nor be deemed, a release of the responsibility and liability of the Consultant, its employees, sub-consultants and agents for the accuracy and competency of the information provided and/or work performed; nor shall such approval or payment be deemed to be an assumption of such responsibility or liability by the City for any defect or error in the work prepared by the Consultant, its employees, sub-consultants and agents.
6.12 Corrections. In addition to the above indemnification obligations, the Consultant shall correct, at its expense, all errors in the work which may be disclosed during the City’s review of the Consultant’s report or plans. Should the Consultant fail to make such correction in a reasonably timely manner, such correction shall be made by the City, and the cost thereof shall be charged to the Consultant.
6.13 Files. All files of the Consultant pertaining to the City shall be and remain the property of the City. The Consultant will control the physical location of such files during the term of this Agreement and shall be entitled to retain copies of such files upon termination of this Agreement.
6.14 Waiver; Remedies Cumulative. Failure by a party to insist upon the performance of any of the provisions of this Agreement by the other party, irrespective of the length of time for which such failure continues, shall not constitute a waiver of such party's right to demand compliance by such other party in the future. No waiver by a party of a default or breach of the other party shall be effective or binding upon such party unless made in writing by such party, and no such waiver shall be implied from any omissions by a party to take any action with respect to such default or breach. No express written waiver of a specified default or breach shall affect any other default or breach, or cover any other period of time, other than any default or breach and/or period of time specified. All of the remedies permitted or available to a party under this Agreement, or at law or in equity, shall be cumulative and alternative, and invocation of any such right or remedy shall not constitute a waiver or election of remedies with respect to any other permitted or available right of remedy.
6.15 Mitigation of Damages. In all such situations arising out of this Agreement, the parties shall attempt to avoid and minimize the damages resulting from the conduct of the other party.
6.16 Partial Invalidity. If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions will nevertheless continue in full force without being impaired or invalidated in any way. 47 Agreement for Professional Services
CSG Consultants, Inc.
6.17 Attorneys' Fees. The parties hereto acknowledge and agree that each will bear his/her or its own costs, expenses and attorneys' fees arising out of and/or connected with the negotiation, drafting and execution of the Agreement, and all matters arising out of or connected therewith except that, in the event any action is brought by any party hereto to enforce this Agreement, the prevailing party in such action shall be entitled to reasonable attorneys' fees and costs in addition to all other relief to which that party or those parties may be entitled.
6.18 Entire Agreement. This Agreement constitutes the whole agreement between the City and the Consultant, and neither party has made any representations to the other except as expressly contained herein. Neither party, in executing or performing this Agreement, is relying upon any statement or information not contained in this Agreement. Any changes or modifications to this Agreement must be made in writing appropriately executed by both the City and the Consultant.
6.19 Notices. Any notice required to be given hereunder shall be deemed to have been given by depositing said notice in the United States mail, postage prepaid, and addressed as follows:
CITY: Steve McClary CONSULTANT: Ethan Edwards
City Manager Vice President,
City of Malibu CSG Consultants, Inc.
23825 Stuart Ranch Road 550 Pilgrim Drive
Malibu, CA 90265-4861 Foster City, CA 94404
TEL (310) 456-2489 x 226 TEL (714) 568-1010
FAX (310) 456-2760 EMAIL [email protected]
6.20 Warranty of Authorized Signatories and Acceptance of Facsimile or Electronic Signatures. Each of the signatories hereto warrants and represents that he or she is competent and authorized to enter into this Agreement on behalf of the party for whom he or she purports to sign. The Parties agree that this Contract, agreements ancillary to this Contract, and related documents to be entered into in connection with this Contract will be considered signed when the signature of a party is delivered physically or by facsimile transmission or scanned and delivered via electronic mail. Such facsimile or electronic mail copies will be treated in all respects as having the same effect as an original signature.
7.0 GENERAL TERMS AND CONDITIONS.
7.1 Disclosure Required. By their respective initials next to this paragraph, City and Consultant hereby acknowledge that Consultant is a “consultant” for the purposes of the California Political Reform Act because Consultant’s duties would require him or her to make one or more of the governmental decisions set forth in Fair Political Practices Commission Regulation 18700.3(a) or otherwise serves in a staff capacity for which disclosure would otherwise be required were Consultant employed by the City. Consultant hereby acknowledges his or her assuming-office, annual, and leaving-office financial reporting obligations under the California Political Reform Act and the City’s Conflict of Interest Code and agrees to comply with those obligations at his or her expense. Prior to consultant commencing services hereunder, 48 Agreement for Professional Services
CSG Consultants, Inc.
the City’s Manager shall prepare and deliver to consultant a memorandum detailing the extent of Consultant’s disclosure obligations in accordance with the City’s Conflict of Interest Code.
City Initials ______
Consultant Initials ______
7.2 Disclosure not Required. By their initials next to this paragraph, City and Consultant hereby acknowledge that Consultant is not a “consultant” for the purpose of the California Political Reform Act because Consultant’s duties and responsibilities are not within the scope of the definition of consultant in Fair Political Practice Commission Regulation 18700.3(a) and is otherwise not serving in staff capacity in accordance with the City’s Conflict of Interest Code.
City Initials ______
Consultant Initials ______
This Agreement is executed on _____________________, at Malibu, California, and effective as of October 28, 2024.
[REMAINDER OF PAGE INTENTIONALLY LEFT BLANK]
CK
49 Agreement for Professional Services
CSG Consultants, Inc.
CONSULTANT:
_______________________________
By: CYRUS KIANPOUR, Principal
CSG Consultants, Inc.
CITY OF MALIBU:
___________________________________
DOUG STEWART, Mayor
ATTEST:
___________________________________
KELSEY PETTIJOHN, City Clerk
(seal)
APPROVED AS TO FORM:
___________________________________
TREVOR RUSIN, Interim City Attorney
President
50 Agreement for Professional Services
CSG Consultants, Inc.
EXHIBIT A
SCOPE OF WORK
51 SECTION 1 - SCOPE OF WORK
PART A – CURRENT PLANNING SERVICES
The Consultant shall perform professional municipal planning case management services at the Project Manager / Principal Planner level for applicant-initiated applications as assigned by the Planning Department to include the following services: conformance reviews, discretionary case processing, project management, staff report preparation, CEQA documentation, review of conditions of approval, and attendance at required meetings for the Environmental Review Board (ERB), Planning Commission, and City Council. As part of this work, the selected consultant shall:
• Demonstrate expertise similar to a Project Manager / Principal Planner in municipal planning case management.
• Review applications for complex residential and commercial development; evaluate alternatives and conformance with the City’s General Plan, Municipal Code, Local Coastal Program, and State laws; and prepare recommendations for action by City staff, elected or appointed officials.
• Process coastal development permits (CDP), administrative plan reviews (APR), site plan reviews (SPR), minor modifications, variances, conditional use permits, subdivisions, parcel maps, and other entitlements as assigned.
• Confer with and provide information to property owners, contractors, developers, engineers, architects, and the public regarding conformance to standards, plans, specifications and codes; explain codes, requirements and procedures, and evaluates alternatives. • Coordinate with outside agencies and City departments involved as part of the development review process.
• Conduct final planning inspections, story pole visits, and other site visits as necessary. • Review applications and projects for compliance with CEQA. • Make presentations to the Planning Commission, City Council, and various committees and commissions, and attend evening meetings as required.
• Prepare staff reports, resolutions, and ordinances for the Planning Commission, Environmental Review Board, and City Council.
• May be requested to work on long-range planning projects. • Demonstrate an area of expertise with regulatory documents similar to those used by the City of Malibu Planning Department:
City of Malibu Local Coastal Program
City of Malibu Municipal Code Title 16 (Subdivision) and Title 17 (Zoning) City of Malibu General Plan
City Maps including LCP maps, Zoning Maps, Land Use Maps, Cultural Resources Maps, Overlay Districts, etc.
Coastal Act
CEQA Guidelines
Subdivision Map Act
Permit Streamlining Act
• Prepare documentation, in a form prescribed by the City, normally associated with case processing. • Incomplete/Complete Letters processed within 30 calendar days of project submittal (target goal)
• Noticing Requirements for CDPs shall be processed before applications are deemed complete
• Notice of Decisions for APR/SPRs shall be processed no sooner than 21 days no later than 30 calendar days from the date of the issuance of the Notice of Application • Ensure that Planning fees are paid and included in incomplete letters • Staff reports for the Planning Commission, Environmental Review Board, and City Council shall be submitted to staff in final form including attachments, resolutions, and 52 Scope of Work
ordinances, if applicable. This includes thorough editing and proofreading and preparation of exhibits prior to submittal to staff for review. • Update Planning long range agenda and keep abreast of pertinent deadlines. • The Development Database shall be maintained. All project milestones shall be entered as they are performed. The Note section shall reflect current status of the project and all communications with applicants, owners, appellants, and interested parties. • Attend Planning Department staff meetings only upon the request by the Planning Director or his/her designee
• Attend trainings as requested by the Planning Director or his/her designee • Stay abreast of new City and/or departmental policies and procedures as provided in emails, meetings, etc.
• Provide other services as requested by the Planning Director • Review Conditions of Approval prior to final planning approval • Stamp plans at appropriate review stages and conform plans accurately to reflect project approval
• Perform project management duties including the maintenance of the development database and tracking of deadlines, application submittal requirements, and workload.
PART B – OTHER
• Perform project management duties including the maintenance of the development database and tracking of deadlines, application submittal requirements, and workload. • Response Turnaround Times: Respond within one (1) business day to questions from City staff and members of the public Record Keeping: Maintain proper record keeping. Files shall be organized, up to date, and ready for public review at all times including digital records. All records shall be date-stamped and properly identified. City records, including planning files, shall not be removed from City Hall without authorization. In addition, the Development Database shall be maintained with all project milestones and reflect current status. • Meetings: Meetings with applicants and members of the public shall be held in City Hall or on the project site (e.g., onsite visits). In an effort to create a perception of unbiased level of customer service, socializing with applicants is strongly discouraged. • Demonstrate knowledge of computer applications including Microsoft Office Word, Excel, PowerPoint, Access, Teams, and GIS.
53 Scope of Work
SECTION 2 - SCHEDULE OF FEES
This section describes the rates and general payment terms for the services described in this Scope of Work.
1. FEE
Consultant will perform the services on an hourly basis, in accordance with Schedule 1 below. The Not to Exceed Fee represents all cost associated with the delivery of each task including travel time with the exception of travel expenses as described in Section 2 below. An itemized invoice of specific tasks shall be provided on invoices.
All hourly rates include overhead costs including, but not limited to, salaries, benefits, Workers Compensation Insurance, travel, and office expenses.
*Not-to-exceed monthly: $12,375
The not-to-exceed amount is a general guideline to maintain services throughout the term of the agreement.
Prior to commencing work for the City of Malibu by any consultant staff members, authorization must be granted by the Planning Director or his/her designee.
54 Scope of Work
2. TRAVEL EXPENSE BUDGET
Reimbursement for all expenses reasonably incurred by the Consultant in connection with services provided such as lodging and transportation cost which exceed attendance of meeting in excess of 50 miles from Consultant’s address. An estimate of travel expenses shall be pre-approved by the Planning Director.
Mileage shall be reimbursed at the IRS prevailing rate. City will not reimburse for meals. Expenses will appear on invoices without any markup, with proof of payment, and due and payable within thirty (30) days after receipt by the City.
3. NON-BILLABLE ADMINISTRATIVE OVERHEAD
The Consultant will bill only for time spent performing assigned professional work. All other activities associated with carrying out the contract are not billable, and are therefore, considered overhead or administrative functions contained within the hourly rate. Typical examples of non-billable overhead activities are:
• Discussion with staff or applicant about the cost of services or to address billing disputes. • Meetings to discuss work performance, contract or additional services. • Travel time to and from the City of Malibu (not related to Scope of Work). • Preparation of invoices and other administrative clerical services. • Contract administration, such as preparing or discussing contract amendments. • Time spent resolving errors in the event the Consultant is responsible. 55 Agreement for Professional Services
CSG Consultants, Inc.
EXHIBIT B
INSURANCE LANGUAGE
Without limiting Consultant’s indemnification of City, and prior to commencement of work and/or services under this Agreement, 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.
General Liability Insurance. Consultant shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.
Automobile Liability Insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non-owned, or rented vehicles, in an amount not less than 1,000,000 combined single limit for each accident.
Professional Liability (Errors & Omissions) Insurance. Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this agreement and Consultant agrees to maintain continuous coverage through a period no less than three years after completion of the services required by this agreement.
Workers’ Compensation Insurance. Consultant shall maintain Workers’ Compensation Insurance (statutory limits) and Employer’s Liability insurance (with limits of at least $1,000,000).
Consultant shall submit to Agency, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of City, its officers, agents, employees, and volunteers.
Umbrella or Excess Liability Insurance. Consultant shall obtain and maintain an umbrella liability insurance policy with limits that will provide bodily injury, personal injury, and property damage liability coverage, including commercial general liability, automobile liability, and employer’s liability. Such policy or policies shall include the following terms and conditions:
• 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, other than bankruptcy or insolvency of said primary insurer;
• “Pay on behalf of” wording as opposed to “reimbursement”; • Concurrency of effective dates with primary policies. 56 Agreement for Professional Services
CSG Consultants, Inc.
Should Consultant obtain and maintain an excess liability policy, such policy shall be excess over commercial general liability, automobile liability, and employer’s liability policies. Such policy or policies shall include wording that the excess liability policy follows the terms and conditions of the underlying policies.
OTHER PROVISIONS OR REQUIREMENTS
Proof of Insurance. Consultant shall provide certificates of insurance and required endorsements to City as evidence of the insurance coverage required herein. 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 for the contract period and any additional length of time required thereafter. City reserves the right to require complete, certified copies of all required insurance policies, at any time.
Duration of Coverage. Consultant shall procure and maintain for the contract period, and any additional length of time required thereafter, insurance against claims for injuries to persons or damages to property, or financial loss which may arise from or in connection with the performance of the Work hereunder by Consultant, their agents, representatives, employees, or subconsultants.
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 with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of City before the City’s own insurance or self- insurance shall be called upon to protect it as a named insured.
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.
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 VII (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager.
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 57 Agreement for Professional Services
CSG Consultants, Inc.
shall require similar written express waivers and insurance clauses from each of its subconsultants.
Enforcement of Contract Provisions (Non Estoppel). Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder.
Requirements Not Limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the 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.
Notice of Cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide the 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. If any of the Consultant’s insurers are unwilling to provide such notice, then Consultant shall have the responsibility of notifying the City immediately in the event of Consultant’s failure to renew any of the required insurance coverages, or insurer’s cancellation or non-renewal.
Additional Insured Status. General liability, automobile liability, and umbrella/excess liability insurance 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.
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.
Separation of Insureds. A severability of interests’ provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions.
Pass Through Clause. Consultant agrees to ensure that its subconsultants, subcontractors, and any other party who is brought onto or involved in the project/service by Consultant (hereinafter collectively “Subcontractor”), provide the same minimum insurance coverage and endorsements required of Consultant under this Agreement. 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. However, in the event Consultant’s Subcontractor cannot comply with this requirement, which proof must be submitted to the City, Consultant may still be able to utilize the Subcontractor provided Consultant shall be required to ensure that its Subcontractor provide and maintain insurance coverage and endorsements 58 Agreement for Professional Services
CSG Consultants, Inc.
sufficient to the specific risk of exposure involved with Subcontractor’s scope of work and services, with limits less than required of the Consultant, but in all other terms consistent with the Consultant’s requirements under this Agreement. This provision does not relieve the Consultant of its contractual obligations under the Agreement and/or limit its liability to the amount of insurance coverage provided by its subcontractors. This provision is intended solely to provide Consultant with the ability to utilize a Subcontractor who may be otherwise qualified to perform the work or services but may not carry the same insurance limits as required of the Consultant under this Agreement given the limited scope of work or services provided by the subcontractor. Consultant agrees that upon request, all agreements with Subcontractors, and others engaged in the project and/or services, will be submitted to City for review.
City’s Right to Revise Specifications. The City reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the Consultant ninety (90) days’ advance written notice of such change. If such a change results in substantial additional costs to the Consultant, the City and Consultant may renegotiate the Consultant’s compensation.
Self-Insured Retentions. Any self-insured retentions must be declared to and approved by the City. City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible, or require proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention through confirmation from the underwriter.
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.
Additional Insurance. The 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.
59 PROPOSAL TO PROVIDE
CITY OF MALIBU
JULY 8, 2024
4LEAF, INC.
4440 VON KARMAN AVE, SUITE 300
NEWPORT BEACH, CA 92660
(949) 877-9432
TO THE
CONTRACT PLANNING
SERVICES
60 PROFILE OF THE FIRM
4LEAF, INC.
TABLE OF
CONTENTS
SECTION 1
SECTION 4
SECTION 3
SECTION 2
COVER LETTER
ORGANIZATION & STAFFING
*RESUMES
1 - 2
3 - 4
5 - 22
23 - 27
SECTION 5
UNDERSTANDING OF THE SCOPE OF WORK
28 - 35
REFERENCES
SECTION 6
STATEMENT OF COMPLIANCE
36 Attachment 5
61 SECTION 1
CONTRACT PLANNING SERVICES
COVER LETTER
CITY OF MALIBU
4LEAF, INC.
TO THE
PROPOSAL TO PROVIDE
62 Construction Management • Inspection • Plan Check • Planning • code enforcement
4440 Von Karman Ave, Suite 300 • Newport Beach, CA 92660 • Phone (949) 877-9432 City of Malibu July 8, 2024
Planning Department
23825 Stuart Ranch Road
Malibu, CA 90265
Attn: Patricia Salazar,
Development & Operations Manager
RE: Proposal to Provide Contract Planning Services
Dear Ms. Salazar,
4LEAF, Inc. (4LEAF), a California “C” Corporation, is pleased to present our proposal to provide Contract Planning Services to the City of Malibu (City). 4LEAF is a full-service firm and we have been providing professional consulting services to over 350+ clients throughout California for more than 23 years. We expand our services organically as industry and client needs fluctuate and have built a qualified Planning team capable of providing strong, experienced, and professional Planning and Environmental services that will excel in meeting the City’s Planning needs. 4LEAF is the ideal firm of choice for the following reasons:
Familiar & Local Consultant
4LEAF is currently work with the City of Malibu’s Planning Department and other local clients, providing a full range of services from our regional office in the City of Newport Beach. Our personnel are already exceedingly familiar with local codes, standards, and ordinances, and we have the local personnel available to service the City’s project and staffing needs. 4LEAF is supplying similar services to clients throughout Southern California, including, but not limited to:
• City of Laguna Beach
• City of Santa Clarita
• City of Santa Ana
• City of Fullerton
• City of Moreno Valley
• City of Culver City
• City of Norwalk
• City of Hesperia
• City of Ventura
• City of San Diego
• County of Los Angeles
• County of San Diego
Flexible Staffing Model
One of the biggest strengths of our team is in our depth and history of providing flexible-staffing options to our clients. By having 6 California offices and 500+ employees (including 90+ planning personnel), 4LEAF has the dedicated resources to provide the appropriate levels of staffing to the task/work orders issued by the City.
This positions our firm to provide a cost-efficient business model that allows our team to be budget-conscious while simultaneously serving each assignment. 4LEAF offers a comprehensive list of Planning personnel including:
Principal Planners
Senior Planners
Associate Planners
Assistant Planners
Planning Technicians
Housing Element Specialists
On-Call Expertise
4LEAF is the most reliable provider of on-call, as-needed staff augmentation services for Current and LongRange Planning including project processing support, technical analysis, specific development projects, 63 Proposal to Provide Consulting Planning Services to the City of Malibu 4440 Von Karman Ave, Suite 300 • Newport Beach, CA 92660 • Phone (949) 877-9432 preparation of various planning documents, planning counter support, General Plan Updates, Specific Plans, Housing Element Updates, Zoning Ordinances, Municipal Code, and Environmental review. Our highly adaptable proprietary network of qualified professionals is consistently able to fulfill the unique, localized needs of our many municipal clients. We’re committed to tackling staffing challenges head on, providing our clients with 24-hour turnaround staffing placement options and expedited on- and off-site services full- or parttime as needed. Project Understanding
After reading the City’s proposed Scope of Work, 4LEAF understands what the City of Malibu is looking for and can provide experienced Planner’s to assist with processing land use entitlement applications, customer support, and current/long-range planning as needed. The scope of work includes project management and communication by the 4LEAF Project Manager. Our staff duties encompass ministerial and discretionary case processing, including California Environmental Quality Act (CEQA) documentation and mitigation, Coastal Development permits, General Plan, and Zoning conformance reviews. Our team will provide hearing support to the City by preparing complete hearing packets that incorporate staff reports, ordinances, findings, conditions of approval, responding to comments, PowerPoint presentations, and attendance at required meeting of City advisory committees, the Planning Commission, the Environmental Review Board (ERB), and the Malibu City Council.
Leadership
The contract with the City of Malibu will be managed by Michael Renner, CBO. Michael will handle all contractual details and project discussions. Michael has a proven record of success managing projects for cities and counties throughout California and will be available to the City for any needs involving this contract. Contact
Executive Project Manager Director of Planning 4LEAF
Managing Office
Michael Renner, CBO
Office: (949) 877-9432
Mobile: (925) 785-3581
Email: [email protected]
Daniel Hortert, AICP
Office: (949) 877-9432
Mobile: (925) 999-6184
Email: [email protected]
4440 Von Karman Ave, Ste 300
Newport Beach, CA 92660
Office: (949) 877-9432
Website: 4LEAFINC.COM
As President of 4LEAF, I am authorized to bind the firm. We appreciate this opportunity to provide our proposal.
Should you have any questions, please do not hesitate to reach out using the contact information provided above.
Respectfully submitted,
Kevin J. Duggan Michael Renner, CBO
President Executive Project Manager
64 SECTION 2
CONTRACT PLANNING SERVICES
PROFILE OF THE FIRM
CITY OF MALIBU
4LEAF, INC.
TO THE
PROPOSAL TO PROVIDE
65 Proposal to Provide Contract Planning Services to the City of Malibu Page 3 Section 2: Profile of the Firm July 8, 2024
SECTION 2: PROFILE OF THE FIRM
4LEAF, Inc., is a California “C” Company, that was established in 1999 and incorporated in 2001. Our extensive team of engineers and managers are fully equipped with training and experience to provide complete services including planning, plan check, inspection, permit technician assistance, code enforcement, professional development training, and other related professional and technical services to the City. Our goal is to set the industry standard for excellent customer service. Over the past 23 years, our firm has grown to over 500 personnel and ten (10) office locations throughout California, Washington, Nevada, Arizona, Hawaii, and New England, and are able to serve any full-time of part-time need the City may have, regardless of scope and duration. 4LEAF employs 90+ professional planning personnel with a variety of skills and experience necessary to meet the City’s needs. 4LEAF approaches client relationships differently than what you might encounter with a large corporation. The 4LEAF philosophy is to be the best firm by providing our clients with outstanding customer care and first-rate customer service—we put our philosophy into action by building relationships and prioritizing the needs of our clients. This has led us to become the industry leader in providing planning services to public agencies.
Primary Contacts within the Firm
President – Kevin J. Duggan
Phone: (925) 462-5959 - Office
Email: [email protected]
Principal Planner – Tonya Ward, AICP
Phone: (949) 877-9432
Email: [email protected]
Executive Project Manager – Michael Renner, CBO
Phone: (925) 785-3581
Email: [email protected]
Director of Planning – Daniel Hortert, AICP
Phone: (925) 999-6184
Email: [email protected]
Office Locations (*Office contract/personnel will be managed from) *Southern California
4440 Von Karman Way, Suite 300
Newport Beach, CA 92660
Sacramento
8896 North Winding Way
Fair Oaks, CA 95628
San Diego
402 West Broadway, Suite 400
San Diego, CA 92101
Santa Rosa
2235 Mercury Way, Suite 120
Santa Rosa, CA 95407
Bay Area (HQ)
2126 Rheem Drive
Pleasanton, CA 94588
San Bernardino
424 Vanderbilt Way, Ste A
San Bernardino, CA 92408
Washington
1201 Pacific Avenue, Suite 600
Tacoma, WA 98402
4LEAF Consulting, LLC
125 E. Reno Ave., Suite 3
Las Vegas, NV 89119
New England
132 Central St., Suite 210
Foxboro, MA 02035
Professionals
Title # of Staff Title # of Staff
Senior Planners 15 Principal Planners 7
Environmental Planners 8 AICP Accredited Planners 6
Planning Technicians 30+ Associate Planners 12+
66 Proposal to Provide Contract Planning Services to the City of Malibu Page 4 Section 2: Profile of the Firm July 8, 2024
4LEAF provides a complete range of Planning Services including Current Planning, Long-Range Planning, On-Call Planning, Specific Plans, General Plan Amendments, Updates of Housing and Safety Elements, and Environmental Compliance Review, and has worked with clients on Long-Range initiatives related to fire resiliency and disaster recovery.
We realize that budgets and staffing are a challenge, and that’s why 4LEAF is willing to explore cost-saving opportunities for our clients. We regularly partner with other consulting firms who share our philosophy. We are proud of our reputation as a collaborative team that is willing to jump in and do the work to deliver quality products on time and on budget. Our flexibility is key to providing our public agency clients with services that are truly responsive to their needs and their budgets. To this end, we welcome adjustments to our proposed approach. We believe the collaborative partnerships we foster with municipalstaff and other consulting firms is the best approach to meet the requirements specific to the projects we undertake.
Our Planners possess the technical writing and report preparation abilities needed to convey the greatest detail in a manner that is easy to understand with solid recommendations of findings rooted in the plans, policies, and codes that reinforce the City’s vision. We are dedicated to understanding the vision of a community and rigorously working towards that vision. We utilize application checklists as the foundation of our review and translate policies and regulations as they apply to planning development applications. We transpose our findings into informative, concise, and simple to understand staff reports and environmental compliance documentation. These endeavors cannot be accomplished in a vacuum and our staff are well‐versed in project management and will work diligently with other City departments and agencies, including regional agencies, to ensure that the highest levels of review and feedback are achieved.
Our proposed Planning team for the City is composed of professionals with a management team whose members individually have many years of On-Call Planning, Housing and Environmental Review experience, including providing project and program levels services from both the public and private sector perspectives. This experience enables our team to provide insight to successfully manage our Planning and Environmental Review services to the City.
Planning
• Current Planning
• Phase I & II Environmental Assessment.
• CEQA Review
• Initial Studies
• Environmental Impact Reports(EIR)
• Emer. Ordinance & Policy Drafting
• Review for Rebuilds and Temporary Housing
• Housing & Safety Elements
• Site Inspections
• Application Processing
• Developing Submittal Forms
• Property Research
• Land Use Applications
• Design Review
• Cannabis Regulations
• Long-Range Planning
67 SECTION 3
CONTRACT PLANNING SERVICES
ORGANIZATION & STAFFING
CITY OF MALIBU
4LEAF, INC.
TO THE
PROPOSAL TO PROVIDE
68 Proposal to Provide Contract Planning Services to the City of Malibu Page 5 Section 3: Organization & Staffing July 8, 2024
SECTION 3: ORGANIZATION & STAFFING
As your consultant, we understand that our role is to be an advocate on behalf of the City and represent the City’s best interests. 4LEAF’s team will function as an extension of City staff, seamlessly integrating with City personnel and practices, adding perspective and expertise that only 4LEAF can offer. 4LEAF holds its employees in high regard and can ensure the City that all staff involved have the knowledge, training, experience, and competencies to fulfill the roles and responsibilities of their assigned positions. We are confident in the quality team we can provide to the City and guarantee high-quality service in conformity with the City and project standards. Our team members are results- and detail-oriented and uphold the values of our company to the utmost extent—the success of which can be reviewed in the quality of past projects we have worked on. Our Planning team includes:
Management Team
Michael Renner, CBO – Executive Project Manager
Michael has successfully guided development department staff in Planning, Inspection, and Plan Review through all phases of complex and capital-intensive projects. He is experienced utilizing Planning and Development Department permitting software and directing all department responsibilities, including plan review, multi-discipline inspections, office and field supervision, regulatory compliance, code interpretation, and project acceptance.
Michael will assist the City with contractual or project needs.
Office – (949) 877-9432 | Cell – (925) 785-3581 | Email – [email protected] Daniel Hortert, AICP – Director of Planning
Daniel has over 30 years of Planning and Development services experience including over 20 as a public servant for municipalities with populations ranging from 3,500 to over 3.5 million. Daniel’s experience covers a range of municipal planning and development functions including Planner, Senior Planner, Planning Manager/Principal Planner, and Department Director for municipal, county, and private sector agencies. He is experienced in land development, construction, community engagement/education, project management, project budget control and oversight, residential, commercial, and industrial site planning and compliance review, and entitlements from single-lots to large complex master-planned communities.
Office - (949) 877-9432 | Cell - (925) 999-6184 | Email - [email protected] Supporting Staff
Tonya Ward, AICP – Principal Planner
Tonya is a skilled Principal Planner with over 22 years of professional experience in the realm of current and long- range land use projects, environmental permitting, urban design, General Plan preparation and implementation, municipal code updates, economic development, historic preservation, and housing program implementation. She also has extensive public sector experience that progressed her management and processing of projects, leading her into a seasoned Principal role.
Office - (949) 877-9432 | Cell - (925) 667-0547 | Email - [email protected] 69 Proposal to Provide Contract Planning Services to the City of Malibu Page 6 Section 3: Organization & Staffing July 8, 2024
Buddy Burch – Environmental Planner
Buddy is a Land Use Planner and Environmental Specialist with 4LEAF. She has more than five years of experience in her field. Buddy is proficient in document preparation, specializing in the management, research, and analysis of projects subject to compliance with the California Environmental Quality Act (CEQA). She provides analytical support for a diverse client base consisting of public and private entities and has assisted such jurisdiction as Auburn, Rohnert Park, and Alameda.
Office: (949) 877-9432 | Email: [email protected]
Jose Torres – Associate Planner / GIS Specialist
Jose provides expertise in data analysis and visualization and direct experience with coastal planning amid sea level rises. His experience with the Georgia-Alabama Land Trust included actions to preserve and protect Gulf Coast wetlands from environmental degradation, and proactively mitigate against the growing implications of coastal changes. His expertise in creating compelling visuals supports public understanding of spatial research and complex geographic data.
Office: (949) 877-9432 | Email: [email protected]
Aakash Shah – Associate Planner
Aakash has 7 years of hands-on experience in understanding and interpreting City Codes, analyzing policies, and reviewing site plans. He also understands municipal bylaws, legislations and development regulations and has a background in City Planning, Higher Education, and Multifamily Housing. Aakash has been working with the City of Malibu on behalf of 4LEAF since 2019 and is locally available to provide support for this contract as needed.
Office - (949) 877-9432 | Email – [email protected]
Availability
4LEAF’s goal, which we have successfully accomplished on previous clients’ projects, is to have our staff integrate with yours and be accepted as an essential part of the City. Any 4LEAF staff member that is designated to the City will be available during City Hall hours for staff applicants to communicate electronically, by phone, and if necessary, in person. 4LEAF personnel will also attend evening or weekend meetings, or hearings as required by task.
Due to the nature of on-call, as-needed work, 4LEAF staff will be fit to the specific times, needs, and tasks of any current City projects. We guarantee the City will receive unlimited access to our qualified staff pool for the duration of the contract. Our firm cooperates with our clients to provide personnel that meet their unique local requirements. 4LEAF’s highly adaptable staffing network provides us with the ability to quickly adjust our staff to match demand and client feedback in real time. We have bolstered our robust personnel pool in order to provide our clients with the breadth of talent and experience necessary to complete complex projects on time and under budget.
70 Proposal to Provide Contract Planning Services to the City of Malibu Page 7 Section 3: Organization & Staffing July 8, 2024
4LEAF Organization Chart
Michael Renner, CBO
Executive Project Manager
Additional Staff Available Upon Request
Daniel Hortert, AICP
Director of Planning
Buddy Burch
Environmental Planner
Tonya Ward, AICP
Principal Planner
Jose Torres,
Associate Planner / GIS
Specialist
Additional 4LEAF Planning Staff Available
Jane Riley, AICP Jonathan Pacheco Bell Adrianna Ortiz
Luke Lindenbusch, AICP Tara Hullinger Isaac Herrera
Eduardo Hernandez Hannah Michaelson Kaitlin Roberts
Juan Galvan Derrick Ortiz Sarah Wright
Aakash Shah
Associate Planner
71 Michael Renner, CBO
Executive Project Manager
1 of 2
Experience Summary
Mr. Renner is a highly experienced development professional, with extensive administration and management experience. He has successfully guided development department staff in inspection and plan review through all phases of complex and capital-intensive projects. He is experienced utilizing development department permitting software and directing all department responsibilities, including plan review, multi-discipline inspections, office and field supervision, regulatory compliance, code interpretation, and project acceptance. Michael is a result-oriented leader and is regarded as a mentor to many junior staff members. With his customer-first attitude and approach, he makes a difference to those he works with through his skills in complaint resolution, problem solving and team building.
Michael’s management approach focuses on mentoring his staff and improving department processes to ensure services are delivered with a high level of customer service. He is committed to serving the needs of our clients through strong leadership and an effective collaborative approach. Michael has knowledge of building and fire codes for local, state and federal ordinances – ICC, UMC, UPC, NFPA, NEC, OSHA, ADA and health regulations. Michael has managed several billion-dollar construction projects including:
- Sonoma County Resiliency Permit Center: $5 Billion
- Town of Paradise, Paradise Fire Recovery: $9.5 Billion Select Project Experience
County of Sonoma, CA – Resiliency Permit Center (RPC) | 2019 - Present Executive Project Manager
The 2017 Complex Fires resulted in the destruction of 3,000+ residential structures in unincorporated Sonoma County. The Resiliency Permit Center is an on-site disaster recovery center exclusively dedicated to the residential reconstruction permitting needs and offers a full range of development services to residents, contractors, and developers in Sonoma County. Michael serves as the Executive Project Manager and has overseen the RPC from staff recruitment, community outreach, the implementation of permitting procedures, plan review management, and building inspections, all while maintaining a cohesive partnership between the County of Sonoma and the 4LEAF, Inc.
Experience
20+ years
Education
Building Inspection Technology Program
Butte College, California
Certifications
ICC Certified Building Official
ICC Residential Building Inspector
ICC Residential Mechanical Inspector
ICC Residential Combination Inspector
ICC Commercial Building Inspector
ICC Residential Plans Examiner
ICC Residential Plumbing Inspector
ICC Building Plans Examiner
ICC Residential Electrical Inspector
ICC Building Inspector
ICC Building Code Specialist
State of California Post Disaster Safety
Assessment Evaluator
Professional Affiliations
California Building Officials Assoc. of Ca.
East Bay Chapter, ICC
Yosemite Chapter, ICC
Peninsula Chapter, ICC
San Joaquin Chapter, ICC
Napa Solano Chapter, ICC
Sacramento Valley Assoc of Building
Officials
Green Building Council Assoc.
Served on Board for ICC East Bay Chapter
72 2 of 2
Michael Renner, CBO
Town of Paradise - Fire Recovery | 2019 - Present
Executive Project Manager
Michael is the Executive Project Manager responsible for the management of the Community Development Services to the Town of Paradise. This four-year contract was put into place and 4LEAF is to provide Permitting, Plan Review, Building Inspections, Public Works Inspections, Planning, Code Enforcement, Debris Removal Management, and Public Outreach for this $9.5 Billion rebuild set to take place over the next 10 years. 4LEAF is assisting the Town with a post disaster recovery-centered office that offers permit intake and processing, record support, plan review, and inspections services for the peak rebuild during the next several years.
This office will offer the full range of planning and building assistance to residents, contractors, and developers. In addition, 4LEAF provides outreach specialists to help provide education and outreach to the community on processes and progress of rebuilding. 4LEAF and its staff utilize the Accela software for permitting, building, and inspections and our staff currently include 15 personnel and will scale to 20 personnel by the end of 2019.
Calaveras County, CA – Butte Fire Recovery | 2016 - 2017 Interim Building Official
Michael acted as the Interim Building Official during the Butte Fire Recovery process. The Butte Fire burned over 70,000 acres and destroyed over 1,000 structures throughout the County. Michael oversaw the expedited redevelopment of the County.
California Energy Commission, CA – Carlsbad Energy Center | 2017 - 2018 Delegate Certified Building Official
Michael acted as the Delegate Building Official to the California Energy Commission for the construction of the Carlsbad Energy Center. Michael oversaw the plan review, inspections, safety, and quality control of this 527-MW simple-cycle gas-fired power facility.
West Coast Code Consultants, Inc., San Ramon, CA | 2016 - 2019 Regional Manager
Michael oversaw the North Bay, Sacramento, and Central California Region providing Project Management and Building Official services. He was responsible for the oversight, coordination and quality control of the various service lines to WC3’s regional clients. Michael has recently served as the project manager for the Sonoma County Resiliency Permit Center, interim Building Official for the County of Calaveras, the County of Napa, the City of Parlier, and the City of Livingston.
Interwest Consulting Group, Stockton, CA | 2012 -2016
Building Official
Michael provided review services for residential and non-residential construction project plans for compliance with California Building, Plumbing, Mechanical, Electrical Codes, Energy Standards and California Accessibility Standards, state and local building codes, policies, amendments, and ordinances.
He provided as-needed in-house plan review services for the County of Napa and the Town of Atherton.
Self-Employed, Modesto, CA | 2009- 2012
Consultant
Michael worked with various contractors in Northern California reviewing and inspecting construction projects for compliance with all State, Federal, and local policies and regulations. 73 1 of 3
Daniel J. Hortert, MCP, AICP
Director of Planning
Experience
25+ years
Core Competencies
Technical Plan and Compliance Review
Project Management
Policy Development and Administration
Technical Writing and Presentations
Education
University of Cincinnati (1996-1998),
Master of Community Planning
(MCP)
University of Southern California
(1993- 1996), BS Planning and
Development (BS PLDV)
Grossmont Community College (1991-
1993), AA General
Studies/Architecture
Certificates & Achievements
American Institute of Certified Planners
#016957 (7/2001)
International Code Council certifications
(7) for residential and commercial
construction
Experience Summary
Daniel has over 25 years of Planning and Development services experience including 20 as a public servant for municipalities with populations ranging from 3,500 to over 3.5 million. Daniel’s experience covers a range of municipal functions including Planning Director, Senior Planner, Planning Manager/Principal Planner, and Community Development Department Director for public and private sector agencies. He is experienced in land development, construction, community engagement/education, project management, project budget control and oversight, residential, commercial, and industrial site planning and compliance review, and entitlements from single-lots to large complex master planned communities.
Daniel has extensive experience administering and managing regulatory document preparation including creating and updating land development ordinances, comprehensive and general plans, traditional and form-based coding, development agreement negotiations, and residential and commercial design guidelines. His recent planning assignments on behalf of 4LEAF include the cities of Sausalito, Larkspur, Pinole, Greenfield, and Jackson County, OR.
Plan2040 Comprehensive Plan
Doña Ana County, NM
CNU27 Charter Award Winner
Professional Affiliations
American Institute of Certified
Planners (2001-Present)
American Planning Association
(1993-Present)
California Chapter (Current Chapter
International Economic Development
Council (2012-Present)
International City/County
Management Association # 749050
Select Professional Experience
4LEAF, Inc. - City of Larkspur & City of Sausalito
Director of Planning
Daniel oversaw the Community Development Department for the cities of Larkspur and Sausalito, which included managing the Planning, Building, and Code Enforcement scopes. Additional responsibilities included providing information to the public regarding zoning regulations and permit procedures, active project proposals, and permit and property records.
4LEAF, Inc. - City of Greenfield, CA
Principal Planner
Daniel was responsible for coordinating the development of the Community Development Policy & Procedure Guidelines for the department. Additional work included cannabis policy, development and cannabis deposit accounts, and development process flowcharts. 74 Daniel J. Hortert, MCP, AICP
2 of 3
4LEAF, Inc. - City of Pleasant Hill, CA
Contract Project Planner
• Acted as project manager for five development applications. • Client liaison to commissions, boards, and council.
• Performed design and compliance review with City standards. • Tentative Maps.
• Master Sign Programs.
• General and Specific Plan Development/Amendments.
• Researched and assisted with grant funding application (SB 2). 4LEAF, Inc. - City of Pinole, CA
Contract Planning Manager
• Supervised Planning, Building, Code Enforcement, and Permitstaff. • Administered General Plan/Specific Plans, Zoning/Subdivision Ordinances, Design Guidelines, and CEQA Compliance.
• Advised at various councils, boards, commissions, and elected officials on planning-related issues • Served as liaison and performed functions in support of the Planning Commission including project review, staff reports, recommendations, resolutions, and conditions of approval. • Provided customerservice to the public, internal and external departments, and agencies. • Provided environmentalreviewsfor development projects.
Doña Ana County, NM
Economic Development Manager/Director/Senior Planner
8/2011 - 1/2019
• Oversaw County Economic Development functions.
• Promoted, expanded, and retained business operations county-wide. • Processed and administered Local Economic Development Act (LEDA) applications/contracts. • Worked with area agenciesto bring economic prosperity to each region. • Directed Community Development Department consisting of 40+ employees including Current and Advance Planning, Building Services, Geographic Information/Mapping, Grants and Administration, and Animal Control/Code Enforcement Divisions. • Fostered and encouraged team atmosphere amongst Community Development divisions as well as other county departments and external agencies/organizations. • Developed department and County policiesrelated to the efficiency of daily operations.
RBF Consulting - Phoenix and San Diego Offices
Senior Planner/Associate/Project Manager
6/2005 - 9/2010
• Successfullymanaged a variety of commercial and residential development projectapplications. • Routinely interacted with City/County staff on submittal of complex planning projects. • Coordinated various internal/external disciplines to ensure complete submittal packages. • Managed complex planning studies, development applications, and reviewed proposals. 75 Daniel J. Hortert, MCP, AICP
3 of 3
• Reviewed and processed complex general, master, and comprehensive plan amendments, rezoning requests, annexations, site plans, minor and major subdivision plats, CEQA compliance (CA only) including assisting with EIRs, Initial Studies, and Categorical Exemptions, and a Coastal Permit in Del Mar, San Diego County.
• Developed project budgets, verified contract expenditures and compliance. • Conducted research and prepared reports on land use, physical, social, and economic issues. • Provided professional planning assistance to member communities on varied land use projects. • Performed field inspections.
Town of Chino Valley, AZ
Planning Manager/Director
3/2003 - 6/2005
• Oversaw Development Services Department including recruitment and staff evaluation. • Developed organization-wide and department-wide goals, objectives, policies, andprocedures. • Reviewed and approvedministerial/minor application submittals(lot-splits, R-O-W dedications). • Prepared division/department operations budget including revenues, expenditures, and staffing. • Ensured that Town Boards and Commissions were fully informed on application submittals. • Lead Planner during General Plan and Unified Development Ordinance rewrites. • Lead author of the Town’s Property Maintenance Code.
• Reviewed and approved all departmental reports and presentations to ensure that local state and federal regulations were complied with.
• Prepared grant applications for AZ Growing Smarter funding, procured two grants ($10,000/$2,500 for the 2003 General Plan Amendment).
Cranberry Township, PA
Planner/Code Enforcement Officer
1/2000 - 3/2003
• Managed multiple residential and commercial development project applications including building plan review, site plan review, approval of building plans, all aspects of residential and commercial site and structural inspections.
• Facilitated developer negotiations and drafted agreements for large development projects. • Performed code enforcement duties for compliance with Township regulations including inspection, citation, and fines/court.
• Prepared written and oral reportsfor Township Boards and Commissions.
Butler Township, PA
Planner/RegulationsInspector
8/1998 - 1/2000
• Managed residential and commercial development project applications (Zoning and Subdivisions). • Performed code enforcement duties.
• Performed residential and commercial building plan reviews. 76 Tonya Ward, AICP, MUP
Principal Planner
1 of 4
Experience Summary
Tonya has 25 years of professional planning experience in current and long-range land use projects, coastal and shoreline permitting, historic preservation, urban design, General Plan preparation and implementation, municipal code updates, local coastal program updates, economic development, and housing program
implementation. She has extensive public sector experience that progressed her management and processing of projects, leading her into a seasoned Senior role.
Tonya’s professional and academic experience contribute to her extensive knowledge of municipal planning and impressive presentation and public speaking skills. She is passionate about helping facilitate responsible initiatives that provide continuous opportunities for livable and equitable communities, and her ability to serve as a leader makes Tonya is an asset to any team, project, and work environment she is assigned.
Select Professional Experience
4LEAF, Inc.
Principal Planner
2022 - Present
Tonya contributes to 4LEAF’s municipal Planning Department clients by:
• Working in regional program zones including natural and water resources, coastal zone management, community development, downtown revitalization, hazard planning, and more. • Conducting research and organizing reports on land use, historical preservation, housing, open space, recreation, urban design, and environmental protection. • Serving as a liaison and communicating reports and findingsfrom inspections and research to staff, officials, Planning, Design and Historic Commissions, City Councils and County Board of Supervisors.
• Managing complicated Planning and environmental studies and development applications and examining proposals.
• Developing budgets, directing bidding processes, and verifying contract expenses and compliance. • Completing field inspectionsto collect data related to developmentreview processes and verifying that development projects comply with approved plans and entitlements. • Providing Planning assistance to member communities on diverse land use projects. • Supervising and mentoring junior planners.
Experience
25 years
Education
Master of Urban & Regional Planning
San Jose State University
B.A., Political Science
University of Missouri, St. Louis
Affiliations
American Institute of Certified Planners
American Planning Association, CA Chapter
International Code Council
Software
Microsoft Office Suite
GIS
Granicus
Accela
HDL
TRAKiT
Tyler Technologies
77 2 of 4
Tonya Ward, AICP, MUP
City of Auburn
Senior Planner
2018 - 2022
• Planned, managed, organized, and oversaw operations and services of the Planning Department including current, advanced, and environmental planning; processing of all ministerial and discretionary planning entitlements and General Plan Updates; implementing Master Plans and entitlements associated with the City’s Municipal Airport and Waste Treatment Plant; participated as a technical contributor for the City’s Local Hazard Mitigation Plan and Airport Land Use Compatibility Plan; prepared and implemented CEQA and NEPA documents. • Interacted with and assisted the public, development, and business community regarding the planning and/or building process.
• Managed consultants and negotiated professional service contracts. • Reviewed and commented on Historic Resource Evaluations prepared by consultants and Historic Resource Determination Supplemental Applications and completed additional research as necessary.
• Provided comments on proposed projects for compliance with the Secretary of the Interior’s Standards for the Treatment of Historic Properties and prepared appropriate environmental documentation.
• Developed policies and procedures; prepared and administered budgets and grants; provided responsible and complex staff support to the City Council, City Manager, Commissions and Committees, and coordinated activities with other City officials, departments/divisions, outside agencies, and organizations.
• Prepared, reviewed, attended, and present staff reports and various updates to the City Council, Planning Commission, Historical Design Review Commission, Placer County Transportation PlanningAgency/ Airport Land Use Commission,CaliforniaHousing and Community Development Department, Sacramento Area Council of Governments, and variety of community groups. • Coordinated Population and Land Use forecast scenarios including assisting consultants with supply side updates,revising recordsfor Area Plans and Development projects, and providing upto-date information. • Supported area plans, neighborhood plans, and other UPC Initiatives. • Provided regular and timely transport, planning, design, public realm, spatial analysis, and mapping expertise to various master plans, neighborhood plans, and otherrevitalization projects. • Reviewed transport aspects of development applications and used GIS for better integration of land use and transportation planning.
City of Millbrae
Community Development Director
2015 - 2018
• Planned, managed, oversaw, and directed all operations and services of the Community Development Department, including activities in the Planning, Building, Code Enforcement, Housing, and Economic Development divisions.
• Managed staff and consultants through direct and subordinate supervisors; developed department goals, policies, and procedures; prepared and administered budgets; provided responsible and complex staff support to the City Council, Planning Commission, City Manager, 78 3 of 4
Tonya Ward, AICP, MUP
and coordinated activities with other City officials, departments/divisions, outside agencies. • Participated in establishing the strategic action plan for the Department including implementation of the organization’s mission, vision, goals, and objectives, and participated in follow-through monitoring to assure accomplishment of established goals. • Monitored and provided policy direction on complex development applications or activities includingGeneral PlanUpdate,MillbraeArea StationSpecific Plan,DowntownEnhancement Plan, Housing Element implementation, Parks Master Plan Update, Community Center Restoration, Committee and Commission Reorganization, Grand Boulevard Initiative development, Capital Improvement Projects, grant administration, and modernization of computerized tracking systems, data, and fee schedules.
CSG Consultants, Inc.
Principal Land Use Consultant
2013 - 2015
• City of Millbrae, CA: Developed and implemented new planning and customer service processes for the Community Development Department; prepared environmental review; managed and trained planning staff; prepared staffreports and presented at public hearings; acted asliaison to the Planning Commission; reviewed and issued a variety of entitlements for consistency with applicable laws; reviewed, coordinated, assisted, and developed required ordinance revisions. • City of Marina, CA: Prepared a Mitigated Negative Declaration for the ADA accessibility and habitat restoration of Dunes State Beach including parking and trail/walkway enhancements.
Processed a Planned Development land use application and managed consultants.
City of Half Moon Bay
Associate Planner/Acting Planning Director
2004 - 2013
• Managed the Planning Department’s work programs and activities including counter permit and fees, coordination of projects, and support to the Planning Commission, Historic Design Commission, City Council and California Coastal Commission, as applicable. • Interpreted architectural and engineering plans and specifications; reviewed and approved building permit applications; assisted the City Engineer with the coordination of large and complex public works and/or capital facilities construction project(s). • Surveyed historic properties, including noting architectural features, sketching site plans, taking photographs, and utilizing building permit software for GIS mapping of historical landmarks, properties, and objects within the City.
• Processed a significant number of building and discretionary permits for design review including new development, schools, civic buildings and multi-family housing affecting historic resources. • Prepared and implemented CEQA and NEPA environmental assessment documents; interpreted and applied laws, ordinances, and regulations governing planning activities; analyzed and compiled technical and statistical information and reports to draft General Plan elements. • Interacted with and assisted the general public and the development community regarding the planning and building process; responded to and resolved difficult and sensitive citizen inquiries and complaints; monitored and evaluated the efficiency and effectiveness of service delivery methods and procedures.
• Provided comments on proposed projects for compliance with the Secretary of the Interior’s 79 4 of 4
Tonya Ward, AICP, MUP
Standards for the Treatment of Historic Properties and prepared nominations for local points of interest.
• Provided lead direction and supervision to consultants,technical, junior, and clericalstaff;trained and assigned staff in areas of work including planning methods, procedures, and techniques. • Managed project budgets, scope of work, schedule of performance, and regulatory compliance; prepared and evaluated Requests for Proposals/Request for Qualifications for site development and professional consultants; selected and managed consultants.
City of Walnut Creek
Assistant Planner
2001 - 2003
• Interacted with the general public and development community regarding the planning and/or building process; performed building plan checks and inspections; reviewed design and landscape improvements to the City’s downtown revitalization plan; coordinated Planning and Building Department activities; issued business licenses and supported Code Enforcement staff. • Processed planning assignments in accordance with environmental law; primary planner responsible for public inquiries regarding permit process; presented staff reports and recommendations to Committees, Zoning Administrator, and Planning Commission. • Managed various projects and implemented Planning Department goals and objectives; drafted ordinances and resolutions and assisted in amendments to the City’s General Plan and zoning ordinance.
80 Isabella Burch
Environmental Planner
1 of 2
Experience Summary
Isabella is a land use planner and environmental specialist with over 8 years of experience in document preparation, specializing in the management, research, and analysis of projects subject to compliance with the California Environmental Quality Act (CEQA). Provides analytical support for a diverse client base consisting of both public and private entities.
Isabella possesses a strong analytic aptitude with a realistic approach to problem solving. She is a dedicated professional that is driven by facilitating reliable initiatives that provide continuous improvements for communities. Isabella is an excellent self-starter and proactive asset that can identify voids in processes and adapt to any team.
Select Professional Experience
4LEAF, Inc.
Environmental Planner
2024 – Present
Isabella helps contribute to the productivity of 4LEAF’s Planning Department by:
• Assisting with project needs in response to requests from the Community Development Director and the City Council
• Reviewing development and architectural design plans for industrial, commercial, residential, and multi-family projects.
• Preparing staff reports, resolutions, and ordinances for recommendations for Design Review, Planning Commission, City Council, and Director Hearings. • Processing parcel maps and subdivisions in compliance with the Subdivision Map Act. • Providing California Environmental Quality Act (CEQA) reviews. • Working on Housing Element Updates and General Plan amendments.
Brian Silveira and Associates
Consultant
2023 – 2024
• Provided technical services for CEQA and NEPA documents. • Managed document production, editing, and other consulting services. • Prepared Class 32 Categorical Exemptions for Infill Development. • Created and oversaw project schedules and work distribution for multi-year projects.
Experience
8+ years
Education
M.S., Urban/Environmental Planning,
University of Southern California, LA
B.A., Government and Philosophy,
Claremont McKenna College
Software
Microsoft Office Suite
81 2 of 2
Isabella Burch
• Authored white papers for internal and external presentations on electric vehicles and just transitions.
Falck Ambulance
Emergency Medical Technician
2023 – 2024
• Supported Los Angeles County Fire Department in response to 911 emergency calls. • Provided care to patients within the Basic Life Saving scope of practice. • Operated an ambulance while driving Code 2 and Code 3 per State of California and company protocols.
ICF
Environmental Planner
2022 – 2023
• Prepared CEQA and NEPA documents for California state public agencies. • Created and oversaw project schedules and work distribution for multi-year projects. • Developed well-formatted presentations and work products for public and private clients.
GPA Consulting
Environmental Planner
2021 – 2022
• Assisted with the preparation and writing of environmental documents and technical analysis. • Prepared deliverables for delivery to the client by formatting, printing, binding, and mailing. • Supported the preparation of presentations for clients, the public, and boards or commissions.
Scott AG
Project Manager
2018 – 2019
• Managed client/designer/fabricator relationships for multi-phase environmental graphic design projects.
• Coordinated with general contractors on installation timelines at 15 projects. • Recommended strategies for planning department and zoning administration approval at 10 projects.
The Climate Center
Legislative Research Assistant
2017 - 2019
• Produced policy briefs on California State Legislature bills. • Participated in policy strategy alignment meetings.
• Authored white papers for internal and external presentations on electric vehicles and just transitions.
82 Jose Torres, AICP
Associate Planner & GIS Specialist
1 of 2
Experience Summary
Jose is a dynamic AICP-certified planner and Geographic Information Systems (GIS) specialist with extensive experience across diverse sectors.
He is fluent in Spanish and brings a unique cultural perspective to his work, facilitating meaningful community engagement and public participation initiatives. His expertise encompasses advocacy for affordable housing, leading inclusive planning projects, and integrating GIS technology into urban development strategies. Jose's notable achievements include leading community-driven initiatives, managing conservation easements, and revitalizing urban spaces through participatory planning. He is dedicated to cultivating diverse, inclusive communities.
Select Professional Experience
4LEAF, Inc. – Pleasanton, CA
Associate Planner, AICP
2023 - Present
• Assists in producing and managing building codes, land regulations, and construction ordinances. • Manages and distributes permits and interprets zoning regulations for the public. • Process Mendocino County cannabis cultivation permit applications, conduct environmental regulatory compliance review, support applicants, maintain records. • Spanish translation for marketing materials, community outreach and engagement efforts. • GIS mapping for Napa Sonoma Collaborative Housing Connect tool; AB2334 density bonus eligible tax parcels, SB4 religious institutions, and Transit Oriented Corridors. • Developed site inventory analysis for the 6th Housing Element Planning Cycle, focusing on site identification, capacity analysis, and infrastructure requirements.
LandWatch Monterey County
Housing Advocate
April 2023 – December 2023
• Oversaw advocacy efforts for housing elements across Monterey County during the 6th Regional Housing Needs Allocation (RHNA).
• Lead initiatives promoting affordable and fair housing, aligning zoning density with RHNA allocations, and integrating affordable housing into high-opportunity areas. • Managed the LandWatch Public Data Viewer portal, providing essential resources for municipalities, including RHNA site inventory parcel data, administrative boundaries, land use and Experience
5+ years
Education
M.A., Community Planning
Auburn University – Auburn, AL
M.Sc., Geography
Auburn University - Auburn, AL
B.A., Chinese Language & Literature
University of California Los Angeles
A.A., Spanish Literature
San Francisco State University
Languages
English
Spanish
Japanese
Mandarin Chinese
Affiliations
APA, Hazard Mitigation and Disaster
Recovery Planning Division
William Averette Anderson Fund
83 2 of 2
Jose Torres
zoning information, transportation data, emergency management details, census and demographic statistics, and facility locations.
City of Seaside Community Development Department
Associate Planner
• Administered the city’s General Plan and Zoning Ordinance, reviewed development applications, and helped shape the future of the community.
• Led the development of a baseline GIS for the Planning and Building Department, streamlining permitting history from 2013 to 2022.
• Created an interactive web map to display Zoning and Land Use data, consolidating crucial land use information into one publicly accessible platform.
• Collaborated with Computer Science interns from California State University at Monterey Bay and established a GIS-based City of Seaside Building Permit Archive, ensuring accurate data management and standardization of building permit records.
City of Berkeley Public Works Department
Assistant Planner & Geographic Information Systems Specialist • Led various projects aimed at enhancing infrastructure management and operational efficiency. • Developed an ESRI Field Maps application for collecting sidewalk condition assessment data and established data formatting policies for consultant deliverables. • Data manager and trainer for the implementation of the NEXGEN Enterprise Asset Management System for all Public Works Divisions assets.
• Oversaw street imagery and point cloud capture for the Cyclomedia project and assisted in the training and program implementation of a Global Positioning System (GPS) tracking software for the Public Works Zero Waste Division's service vehicles (Zero-Waste Division).
Georgia-Alabama Land Trust, Inc.
Geographic Information Systems Specialist & Regional Stewardship Manager • Oversaw the management of conservation easements in the Chattahoochee River Region and ensured compliance and scheduled maintenance of land management activities. • Rebuilt a geodatabase for conservation easements spanning over 400,000 acres of natural resources and contributed to the development of a GIS model for the Wetlands/In-Lieu Fee Mitigation program managed by the U.S. Army Corps of Engineers in Georgia City of Culver City
CivicSpark Water Fellow
• Researched and planned for the revitalization of Ballona Creek in Culver City, California, utilizing GIS for data analysis and identifying maintenance areas. • Developed a comprehensive three-lens framework focusing on Community, Environment, and Mobility to guide the restoration project.
• Mapped parcel ownership and multiple agencies' maintenance jurisdictions along the nine-mile stretch of the creek.
• Organized a meeting with over 50 major stakeholders, which led to the formation of the official Ballona Creek Task Force and the prioritization of projects and initiatives for improvement. 84 Aakash Shah
Associate Planner
1 of 2
Experience Summary
Aakash has five years of hands-on experience in understanding and interpreting City codes, analyzing policies, reviewing site plans, designing for urban environments, and reviewing proposals. His extensive academic and professional knowledge of the field makes him a strong addition to any project and team.
With a creative and technical mind, Aakash is able to use his abilities to bring projects from creation into successful completion. His communication skills allow him to better understand and work with others, which makes him a great team player. Aakash’s attention to detail, problem-solving skills, and quality work are just some of his many strengths and 4LEAF is excited to welcome him to our team.
Select Project Experience
4LEAF, Inc. – Newport Beach, CA
Associate Planner
2019 – Present
Aakash currently assists the City of Malibu’s Planning Department on behalf of 4LEAF including such duties as:
• Interpreting and applying state, county, and local codes, ordinances, and regulations (as applicable).
• Initiating necessary actions to correct deficiencies or regulatory violations. • Conducting extensive research in projects ranging from general to specific. • Writing and presenting formal and technical reports, working papers, and correspondence. • Writing ordinances and regulations relating to development controls. • Attending evening and weekend meetings as needed.
AZ Tech Technologies, LLC – United States
Assistant Planner
2018 – 2019
In his role as Assistant Planner, Aakash’s responsibilities included:
• Preparing and presenting reports such as planning elements, neighborhood plans, demographics and housing analyses, code amendments, and miscellaneous land use studies. • Reviewing development proposals, RFPs, and RFQs for various projects. • Participating in design development.
• Coordinating ongoing planning-related programs or projects involving multi-department and multi-jurisdictional cooperation.
Experience
9+ years
Education
Cleveland State University, Levin
College of Urban Affairs
M.S., Urban Planning
University of Pune, M.M. College of
Architecture
B.A., Architecture
Professional Affiliations
Council of Architecture, India
LEED Green Associate, U.S. Green
Building Council
85 2 of 2
Aakash Shah
Office of University Architect, Cleveland State University – Ohio Planner
2017 – 2018
• Evaluated and reported drawing and construction issues to achieve final record drawings. • Achieved consistent level of detailing to maintain record drawings by proposing new standards. • Served on Planning and Design committee to improve, update, and suggest changes in University Master Plan.
• Served on a committee in the pre-construction and bidding process. • Worked on estimating renovations ranging from 100k-500k within University campus.
SoftTech Engineers Ltd.
Project Manager
2015 – 2016
• Tested building plans in AutoDCR, a software that reads CAD drawings and produces reports. • Validated and verified the reports generated against the prevailing City codes and ordinances. • Provided solutions through online help-desk service.
• Prepared presentations, help manuals, and video tutorials and provided training to architects and City officials.
Shiv Developers
Site Manager
2014 – 2015
• Directed oversight and responsibility for the management of multiple renovation and new construction projects, facilitating project scheduling and milestone achievement, budget allocation and management, and overall project communication. • Ensured workmanship standards were achieved in accordance with specifications, building regulations, and health and safety legislation.
H.M. Kadam and Associates Architects
Assistant Architect
2013 – 2015
• Assisted in streamlining the reviews of shop drawings, submittals, and drawing changes with responsibility for the participation in the schematic design, development, construction documentation, and administration phase of projects.
• Created 2D and 3D Architectural and Construction drawings using CAD, Revit, and Photoshop. 86 SECTION 4
CONTRACT PLANNING SERVICES
REFERENCES
CITY OF MALIBU
4LEAF, INC.
TO THE
PROPOSAL TO PROVIDE
87 Proposal to Provide Contract Planning Services to the City of Malibu Page 23 Section 4: References July 8, 2024
SECTION 4: REFERENCES
City of Santa Clarita
Housing and Safety Element Updates
4LEAF was chosen to perform the Housing and Safety Element Updates and prepare related Zoning Code amendments for the City of Santa Clarita, located in Southern California. The City is taking a proactive approach to smart, balanced growth of residential, commercial, and business park land uses. The City encompasses over 70 square miles and has a population of approximately 225,000 residents. The current number of housing units within the City is approximately 77,815. For this project, 4LEAF has four planners assigned to work on the City’s Housing Element Update for the 2021-2029 planning period with certification by the California Department of Housing and Community Development (HCD) pending. The Safety Element update was completed and adopted in early 2022.
The City chose 4LEAF because our team of
professional Planners has an established working
relationship with HCD and a familiarity with State
housing law. Our team has demonstrated the
ability to be proactive in maintaining
communication, meeting deadlines, and
addressing SB 379 (requiring all cities to include
climate adaptation and resiliency strategies in
the General Plan’s Safety Element in conjunction
with the next Housing Element Update).
4LEAF teamed with Rincon Consultants, Inc. to provide CEQA services. Together, our teams have worked with City staff to ensure consistency between Elements and meet legal requirements.
Our services for this project include:
Public workshops and community outreach efforts
Hard-reach-community outreach and Spanish translation of all public documents Data collection
Drafting the Housing Element
Housing Sites Inventory
Preparation of Zoning Code amendments
Presentations
Attending and participating in Planning Commission and City Council meetings Contact Information:
Erika Iverson, Senior Planner
23920 Valencia Blvd
Santa Clarita, CA 91355
(661) 255-4962
[email protected]
88 Proposal to Provide Contract Planning Services to the City of Malibu Page 24 Section 4: References July 8, 2024
City of Ventura
On-Call Planning Services
4LEAF is currently providing On-Call Planning Services to the City of Ventura. A recent placement includes a Senior Planner whose main task is reviewing residential development proposals, plans, and applications for the Thomas Fire Rebuild. Our support team for the City also performs inspections of properties and structures for compliance with City zoning codes and regulations and recommends improvements and rehabilitation programs.
Additional responsibilities performed by 4LEAF staff includes:
Preparing staff reports, resolutions, and ordinances for recommendations by the Development Review Committee, Planning Commission, City Council, and Director’s Hearing. Processing applications for minor/major subdivisions. Working on development plans for industrial, commercial, and multi-family projects. Providing CEQA review.
Working on General Plan amendments.
Reviewing architectural permits.
Assisting with project needs in response to the Thomas Fire Rebuild.
Current/Recent Projects:
Thomas Fire Rebuild: Assist the City with their pre-submittal review process, residential plan check submittal screening checklist, grading permits, and construction permit applications to ensure all information is accurate and conforms with municipal standards. Documents include information on landscaping requirements, green building code requirements, and materials and methods to ensure new residential structures are more wildfire resistant. Other minor applications including SB 9 lot splits and Alcohol Use Permits: Our team has worked on the modification of residential zoning rules to allow up to four homes to be built on a property zoned for one house. The standards for Ventura include a maximum of 1,200 square foot units and a maximum height of 16 feet and a State-mandated 4-foot side and rear setbacks. Determine whether alcohol sales permits follow Alcoholic Beverage Control (ABC) rules and regulations, zoning, and CEQA guidelines. Prepare findings to be presented by Planning Commission during a duly noticed public hearing. New industrial, commercial, and residential entitlements: Assist the City with Industrial projects consisting of two developments – New warehouse/storage buildings over 5,000 sqft. Our team has worked on Residential developments including SB 9 lot splits, Mixed-Use development within the Downtown Specific Plan, Mixed-Use building with commercial and residential use, and Administrative Coastal Development Permits for additions.
Agency Name: City of Ventura
Contact Name: Levi Hill, Principal Planner
Telephone: (805) 654-7869
Email: [email protected]
Address: 501 Poli Street, Ventura, CA 93001
89 Proposal to Provide Contract Planning Services to the City of Malibu Page 25 Section 4: References July 8, 2024
City of Norwalk
On-Call Planning Services
4LEAF is currently providing On-Call Planning Services to the City of Norwalk. Our current placement includes an Associate Planner whose main task is reviewing residential development proposals, plans, and applications for consistency with the general plan and zoning ordinance.
Our prepares California Environmental Quality Act (CEQA) compliance documents for projects in the City. 4LEAF also provides building inspections of properties and structures ensuring compliance with the City municipal code and California building codes (Title 24).
Additional responsibilities performed by 4LEAF staff includes:
Assisting with project needs in response to requests from the Community Development Director and the City Council
Reviewing development and architectural design plans for industrial, commercial, residential, and multifamily projects. Preparing staff reports, resolutions, and ordinances for recommendations for Design Review, Planning Commission, City Council, and Director Hearings.
Processing parcel maps and subdivisions in compliance with the Subdivision Map Act. Providing California Environmental Quality Act (CEQA) reviews. Working on General Plan amendments.
Current/Recent Projects:
Rosecrans-Marilla General Plan and Zoning Amendment: Our team prepared an Initial Study and Mitigated Negative Declaration (IS/MND) for proposed general plan and zoning amendments to merge five existing commercial parcels to allow for development of new residential housing adjacent to the Rosecrans Avenue corridor. Issues addressed in the IS/MND included potential construction impacts to Cultural and Tribal Resources, noise, and air quality.
Agency Name: City of Norwalk
Contact Name: Manraj G. Bhatia AICP, Senior Planner
Contact Email: [email protected]
Contact Telephone: (562) 929-5710
Dates of Service: 2021 – Present
Address: 12700 Norwalk Blvd., Norwalk CA 90650
90 Proposal to Provide Contract Planning Services to the City of Malibu Page 26 Section 4: References July 8, 2024
City of Foster City
Planning and Consulting Services
4LEAF provided the City of Foster City with a Planning Technician who oversaw both processing permits and plans under the direction of the Community Development Director. Main duties included but were not limited to:
Researching, reviewing, and preparing documents for minor architectural and design reviews.
Reviewing building permits for planning and external consistencies. Researching miscellaneous assignments for hiring ranking staff and department heads. Answering questions from the public via phone, email, or the public counter at City Hall. Conducting Planning Department inspections on an as-needed basis.
Current/recent project support:
Lantern Cove Apartment Redevelopment: Architectural Review, Planned Unit Development/Specific Plan “Concept Plan”,
Development Plan, General Plan Amendment, and environmental review to add 420 new dwelling units and 518 new parking spaces on a 16.8-acre site. The site includes thirty-five (35) 2-story apartment buildings containing 232 dwelling units, a leasing/amenity building, and 482 parking spaces.
Pilgrim Triton Phase C/Laguna Vista Development: 70 townhousestyle condominium unit subdivision known as Laguna Vista, and 22 Workforce Housing Apartment units that will be owned by the City of Foster City. Project also includes the enlargement and completion of the Pilgrim Triton Plaza Park.
New Hotel Development: New hotel development approximately 83,190 sf, seven-story hotel and associates site improvements. Hotel to feature approximately 156 guest rooms and include a limitedservice restaurant and bar, meeting space, rooftop terrace, and uncovered garden deck. The building is to be constructed on a raised podium above ground-level parking and will be surrounded by a 141- space surface parking field.
Agency Name: City of Foster City
Client Name: Sophia Mangalam
Client Telephone: (650) 286-3239
Client Email: [email protected]
Contract Dates: 8/2021 – Ongoing
Address: 610 Foster City Blvd., Foster City, CA 94404
91 Proposal to Provide Contract Planning Services to the City of Malibu Page 27 Section 4: References July 8, 2024
City of Cloverdale
6th Cycle Housing Element Update
4LEAF was chosen to perform the Housing Update for the City of Cloverdale, located in Northern California. The updated Housing Element will need to address the requirements of State law, including recent changes regarding the analysis of sites and zoning-related requirements for housing entitlements. We currently have three 4LEAF Planners assigned to work on this endeavor including one (1) Principal Planner and two (2) Associate Planners.
The City selected 4LEAF due to its demonstrated ability to adapt a successful suite of 5th Cycle programs to meet new statutory requirements. Cloverdale has taken substantial steps to address housing needs for its most vulnerable residents and working families, with progress on programs prioritizing affordable and workforce housing development in the 5th Cycle including the development of City-owned permanent and transitional housing for people experiencing homelessness.
4LEAF facilitated a 57-unit expansion from the original RHNA in an agreement with the Association of Bay Area Governments (ABAG) due to an annexation-related transfer from unincorporated Sonoma County. Despite the increase, the Housing Element reflected capacity for 179% of the City’s final RHNA through pipeline projects and opportunity sites.
Our services for this project include:
Project management
Community outreach and engagement
Housing Element preparation
RHNA transfer associated with annexations
CEQA compliance
Native American Tribal Consultation
Contact Information:
Rafael Miranda, Associate Planner
124 N Cloverdale Blvd.
Cloverdale, CA 95425
(707) 894-2521
[email protected]
92 SECTION 5
CONTRACT PLANNING SERVICES
UNDERSTANDING OF THE SCOPE
OF WORK
CITY OF MALIBU
4LEAF, INC.
TO THE
PROPOSAL TO PROVIDE
93 Proposal to Provide Contract Planning Services to the City of Malibu Page 28 Section 5: Understanding of the Scope of Work July 8, 2024 SECTION 5: UNDERSTANDING OF THE SCOPE OF WORK
Project Understanding
After reading the City’s proposed Scope of Work, 4LEAF understands what the City is looking for and can provide a comprehensive range of planning services tailored to meet the specific needs of the City of Malibu. With our extensive experience and expertise in municipal planning and development, particularly in coastal cities, 4LEAF is well-positioned to support the City with the capacity to provide qualified and knowledgeable staff to perform applicant-initiated applications as assigned by the City’s Planning Department to include conformance reviews, discretionary case processing, project management, entitlement reviews, staff report preparation, zoning compliance, City of Malibu Local Coastal Program, City of Malibu Municipal Code Title 16 (Subdivision) and Title 17 (Zoning), California Environmental Quality Act (CEQA) documentation, Coastal Act, review of conditions of approval, and attendance at required meetings for the Environmental Review Board (ERB), Planning Commission, and City Council as needed. 4LEAF has thoroughly reviewed the City’s RFQ and is proposing on the following scopes of work:
• 4LEAF will conduct preliminary review of applications during the 30-days of application completeness review pursuant to the Permit Streamlining Act (Government Code Sections 65920, et seq.). • Provide responses to public inquiries via telephone, email, mail or in person regarding permit applications for zoning, plan review comments, and other general inquiries. • Perform plan reviews and re-checks as needed.
• Applicants will be notified of any additional information or studies required to ensure a complete project description is provided prior to the application being deemed complete. • During preliminary review, an assessment of the appropriate environmental review for the project and the potential need for additional information necessary to complete CEQA and/or NEPA reviews. • 4LEAF will provide ministerial review and usher entitlement reviews through discretionary review by decision makers. This review assesses project applications for the appropriate permits and plan amendments for compliance with the City’s General Plan and Housing Element, the Zoning Code, State housing requirements, the Subdivision Map Act, Design Guidelines, and applicable objective design guidelines or specific plan requirements.
• Confer with and provide information to property owners, contractors, developers, engineers, architects, and the public regarding conformance to standards, plans, specifications, and codes. • Prepare staff reports, resolutions, ordinances, and conditions of approval and give oral presentations to the Environmental Review Board (ERB), Planning Commission, City Council, and various committees and commissions, and attend evening meetings as required.
• Analyze data for economic, social, environmental, and physical factors affecting land use and prepare environmental documents for public review and adoption. • Process and review City permits, Coastal Permits, Plan Checks, Zoning Clearances, Local Coastal Program, Master Sign Programs, Administrative Permits, Minor and Major Use Permits, Municipal Code, Design and Site Review, Variances, Tree Removal Permits, Tentative Maps, LCP and Land Use Maps, Zoning Map Amendments, and General Plan and Development Code Amendments. 94 Proposal to Provide Contract Planning Services to the City of Malibu Page 29 Section 5: Understanding of the Scope of Work July 8, 2024 Approach
Our Planners possess the technical writing and report preparation abilities needed to convey the greatest detail in a manner that is easy to understand with solid recommendations of findings rooted in the plans, policies, and codes that reinforce the City’s vision. We are dedicated to understanding the vision of a community and rigorously working towards that vision. We utilize application checklists as the foundation of our review and translate policies and regulations as they apply to planning development applications. We transpose our findings into informative, concise, and simple to understand staff reports and environmental compliance documentation. These endeavors cannot be accomplished in a vacuum and our staff are well‐versed in project management and will work collaboratively with other City departments and agencies, including regional and state agencies, to ensure that the highest levels of review and feedback are achieved. 4LEAF Planners will arrive on-site with a positive attitude and will make every attempt to move projects forward to achieve successful outcomes.
We are creative in our approach and can develop alternative methods to achieve the best outcome for the communities, agencies, and applicants.
The Planning Division at 4LEAF is responsible for integrating staff seamlessly into city and county jurisdictions where we are routinely called upon to supplement vacancies and staff shortages. We also provide staff augmentation services when projects require focused processing and management of a variety of land use applications for compliance with land development codes and general, adopted area, and specific plans.
4LEAF’s Planning duties include the development of submittal forms to meet statutory requirements, responding to planning and zoning inquiries on an information hotline and front counter as applicable, and conducting site inspections and property research to support application processing and public meetings. Additionally, our team evaluates development proposals for the appropriate level of environmental review in accordance with the California Environmental Quality Act (CEQA).
Current Planning (Counter Intake and Project Review)
4LEAF’s Planning duties include ensuring the project team quickly and effectively becomes familiar with City regulations. This approach minimizes the time needed for our Planning Team to become effective answering questions at the Planning Counter regarding Planning application and Environmental Review requirements as well Planning
• Current Planning
• Phase I & II Environmental Assessment.
• CEQA Review
• Initial Studies
• Environmental Impact Reports(EIR)
• Emer. Ordinance & Policy Drafting
• Review for Rebuilds and Temporary Housing
• Housing & Safety Elements
• Site Inspections
• Application Processing
• Developing Submittal Forms
• Property Research
• Land Use Applications
• Design Review
• Cannabis Regulations
• Long-Range Planning
95 Proposal to Provide Contract Planning Services to the City of Malibu Page 30 Section 5: Understanding of the Scope of Work July 8, 2024 as conducting Project review. This approach ensures cost and time effectiveness of our provision of services to the City and is a foundational principal in our Planning Team’s approach as detailed below.
Project Application Processing
The Counter Planning Technician is an important and vital member of the Planning Team. They will be the first person most applicants and public will encounter at the Planning Counter and will be professional, informative, and able to be appropriately empathetic with applicants in the regulatory compliance context. They will be responsible for application intake and project file creation, establishing the project review calendar, including completeness review pursuant to the Permit Streamlining Act (Government Code § 65920 et seq.).
Our team will use the existing submittal forms and advise the City of potential need for updates to keep pace with the many recent changes to Planning and Housing regulations. The Planning Technician will work with the City and 4LEAF management and planners to ensure staff assignments are confirmed for all Planning applications received. Our Planning Technician has confidence in coming up to speed quickly and providing information over the phone, via email, and assisting with project updates to the City website. Being diligent to, taking in and reviewing project applications for applicant notification of commencement of environmental review or a need for additional materials to be submitted for the City to determine the application complete.
The 4LEAF Planning and Environmental team is composed of experienced Supervisors and Senior level project managers, Associate and Assistant Planners, and Planning Technicians. Our Project Case Planners are assigned cases by the Supervisor or Project Manager in coordination with City staff. Project review assignments will be made to our Planning team depending on the complexity of the project and the applicable experience of the Planner assigned. Our project management approach serves to maximize team ability to process applications effectively from compliance and environmental review to design review and decision-maker hearings. This approach also ensures that our Planning Team is assigned the appropriate number of projects suited to their experience and qualifications, thereby realizing cost and time effective management as part of our approach.
Planning Review Process
Our Planning team members will come to the City informed by our prior experience processing a range of project types:
from mixed use commercial and residential projects, hotels, commercial, industrial uses, energy permitting and
environmental. Our housing project review experience
includes new, rebuilding, and temporary housing. Our planners understand compliance with a range of new legislation adopted by the Governor since 2017 aimed at addressing the statewide housing shortage at the local level. 4LEAF understands the City is looking for experienced Planning personnel. 4LEAF provides qualified and knowledgeable staff to perform applicant-initiated applications as assigned, including conformance reviews, discretionary case processing, project management, staff report preparation, review of conditions of approval, and attendance at required meetings for the Environmental Review Board, Planning Commission, and City Council. 96 Proposal to Provide Contract Planning Services to the City of Malibu Page 31 Section 5: Understanding of the Scope of Work July 8, 2024 Our Planning Team provides project review such as:
• 4LEAF will conduct preliminary review of applications during the 30-days of application completeness review pursuant to the Permit Streamlining Act (Government Code Sections 65920, et seq.). • During review of applications, assess project descriptions for CEQA determination whether adequate information is provided to allow an assessment of environmental effects consistent with the in applications for consistency with County requirements and notify the applicant. • Projects deemed to have a complete application, which are not deemed Exempt from CEQA review, shall undergo preparation of the following CEQA documents, consistent with CEQA: Initial Studies (IS), Negative Declarations (ND), Mitigated Negative Declarations (MND), Environmental Impact Reports (EIR). • Tasks may include 4LEAF peer review of Phase I & II Hazardous Substances reports, Stormwater Pollution and Prevention plans (SWPPP), Groundwater, Air Quality monitoring for both the Planning and Public Works departments.
• Provide responses to public inquiries via telephone, email, mail or in person regarding applications. • Applicants will be notified of any additional information or studies required to ensure a complete project description is provided prior to the application being deemed complete. • During initiation of project level environmental review, outreach will be conducted to adjacent local and responsible agencies for air quality, water quality, transportation planning, and tribal consultation as warranted.
• Peer review services will be provided by qualified 4LEAF staff and entail reviewing applicant prepared technical studies and tribal consultation letters submitted with project applications when needed.
Depending on the environmental review scope, 4LEAF will partner with qualified experts to provide as needed technical studies.
• 4LEAF will provide ministerial review and usher entitlement reviews through discretionary review by decision makers. This review assesses project applications for the appropriate permits and plan amendments for compliance with the City’s General Plan and Housing Element, the Zoning Code, State housing requirements, the Subdivision Map Act, Design Guidelines, and applicable objective design guidelines or specific plan requirements.
97 Proposal to Provide Contract Planning Services to the City of Malibu Page 32 Section 5: Understanding of the Scope of Work July 8, 2024 • Confer with and provide information to property owners, contractors, developers, engineers, architects, and the public regarding conformance to standards, plans, specifications, and codes. • Prepare staff reports, resolutions, ordinances, and conditions of approval and give oral presentations to the Environmental Review Board (ERB), Planning Commission, Coastal Commission, City Council, and various committees and commissions, and attend evening meetings as required. • Analyze data for economic, social, environmental, and physical factors affecting land use and prepare environmental documents for public review and adoption. • Coordinate with the California Costal Commission (CCC) staff in preparing LCP Amendments. • Perform project management duties including the maintenance of the development database and tracking of deadlines, application submittal requirements, and workload while maintaining quality work products, meeting timelines, and staying within budget. • Process and review City permits, Coastal Permits, Plan Checks, Zoning Clearances, Local Coastal Program, Master Sign Programs, Administrative Permits, Minor and Major Use Permits, Municipal Code, Design and Site Review, Variances, Tree Removal Permits, Tentative Maps, LCP and Land Use Maps, Zoning Map Amendments, and General Plan and Development Code Amendments.
Long-Range Planning
Our long-range Planning team helps cities draft General Plans, policies, and programs designed to guide their physical design and development. We have over 30 years of experience preparing housing elements, general plans, specific and area plans, and environmental documents in diverse types of ecological, land use, and socioeconomic settings. Our mission is to provide our clients with high-level professional expertise, leveraging our local experience and diverse team of experts to create a plan that is contextual and implementable, and meets the requirements and needs of the community. Our approach to every project is centered upon the design and development of innovative solutions that respond to our clients’ specific needs in a cost-effective manner.
Updating a City’s General Plan represents a unique opportunity for a community to update and better define its vision and guiding principles for the future, update policy to meet community needs and State requirements, and create easy-to-use and responsive plans that will help achieve a desired vision and goals. Our Planning team has developed a comprehensive project approach that includes an intimate knowledge of a community’s specific political and cultural setting, extensive and inclusive community outreach and engagement, comprehensive planning and community design, integrated environmental review, expert scheduling and budget management, and effective implementation tools.
The team would work with City staff, residents, neighborhood and business groups, developers, and other community stakeholders to help the City achieve its goals. Our long-range Planning Team can:
Update and implement General Plans, including Housing Elements, Safety Elements Prepare and update Community Plans and Specific Plans 98 Proposal to Provide Contract Planning Services to the City of Malibu Page 33 Section 5: Understanding of the Scope of Work July 8, 2024 Prepare plans for specific opportunity areas within the City. These plans may focus on economic or employment development, neighborhood design or enhancement, transit, mixed-uses, or a combination Prepare, update, and implement a City’s Climate Action Plan Update the Zoning Ordinance to improve the planning process and development standards Organize community programs and outreach events
Prepare amendments for the City’s Municipal Code and Local Coastal Program.
Housing Planning
4LEAF Planning specializes in advanced and housing planning services, offering comprehensive solutions tailored to meet the evolving needs of communities. With a keen focus on implementing critical programs outlined in the 2023-2031 Housing Element of the General Plan, as well as adhering to the City’s Below Market Rate Housing Ordinance, our team is adept at navigating complex regulatory landscapes to ensure successful outcomes. We excel in facilitating both private and public development opportunities, providing invaluable support throughout the entire project lifecycle—from conceptual review and site plan assessment to permit processing and beyond.
Drawing upon extensive experience, we seamlessly integrate Department of Housing and Urban Development (HUD) and Department of Housing and Community Development (HCD) policies and regulations into our strategic planning approach. Our meticulous attention to detail extends to reviewing applications for completeness and consistency with local, state, and federal regulations, guaranteeing compliance and mitigating potential challenges. Our Planning Team has the expert guidance and unparalleled expertise in advancing housing initiatives and fostering sustainable community development.
In addition, 4LEAF leads the Napa Sonoma Collaborative, an ABAG-supported technical assistance effort funded by Regional Early Action Planning (REAP) grants. The Collaborative assists 16 jurisdictions in Napa and Somona counties with Housing Element updates and implementation. 4LEAF convenes regional stakeholders, guides fair housing analysis, and delivers presentations on legislative updates and planning to City Councils, Boards of Supervisors, and Planning Commissions (see https://napa-sonoma-collaborative-housing-connectrincon.hub.arcgis.com/).
Environmental Review Services
Our team evaluates the General Plan, Zoning, Subdivision regulations consistency and environmental impacts of private and public development proposals and coordinates with other divisions to ensure compliance with City standards are met with new
development. 4LEAF will prepare the Project Description for review by the City and applicant. The Project Description is an important first step in the project as it defines the project for review for Exemption from environmental review, or whether an Initial Study should be prepared. The Initial Study technical analysis will assess the project’s potential effects on the environment and existing uses as compared to the existing baseline condition. 99 Proposal to Provide Contract Planning Services to the City of Malibu Page 34 Section 5: Understanding of the Scope of Work July 8, 2024 The Project Description is an important first step in the project as it defines the project for review in the Initial Study. It also provides an important opportunity to revise the project to address environmental issues. The Initial Study technical analysis will assess the potential for the proposed project and the potential effects on the environment and existing uses from the proposed project as compared to the existing baseline condition.
The purposes of an Initial Study, as detailed in the CEQA Guidelines § 15063(c)(2) (Initial Study) (Purposes), are to ensure:
• Provision to the Lead Agency [City] with information to use as the basis for deciding whether there is ample support in the public record to support a Negative Declaration (ND) or with mitigation to prepare a Mitigated Negative Declaration (MND).
• Enable an applicant or Lead Agency to modify the project, mitigating adverse impacts and thereby enabling the project to qualify for a ND as detailed in CEQA Guidelines, or • Whether there is evidence in the entire project record that significant environmental effect(s) would result from implementation of the project and that an Environmental Impact Report shall be prepared. 4LEAF has broad experience managing a range of subconsultants providing technical studies to inform Environmental Review services for resource areas not provided in-house. These resource areas for example include biological resources, cultural and historic resources, and complex traffic and Vehicle Miles Travelled (VMT) analyses. Our Planning team will coordinate with the City to ensure appropriate sub-consultants are identified for each project, either on the City’s Qualified Consultant’s List or our current partner firms who are qualified to be added to the City’s list. 4LEAF’s Planning Team is also experienced preparing both Requests for Proposals and Qualifications for technical planning subconsultants. Our Planning Team provides full environmental compliance services from beginning to completion. This encompasses site visits at project initiation and for monitoring for compliance with approved conditions of project approval and environmental mitigation reporting (MMRP), and at the request and authorization by the City.
Project Meeting and Committees
4LEAF recognizes the importance of clear and consistent communication and places a high value on ensuring mutual understanding throughout the project. To achieve this, the 4LEAF team will meet with City staff, including City Councilmembers, Planning & Transportation Commission, Environmental Review Board (ERB), Economic Development Advisory Commission, Zoning Administrator, Downtown Advisory Committee, California Coastal Commission (CCC), various businesses and associations, and other committees necessary throughout the project to refine the scope of work as needed. Our Planning team will facilitate discussions with the City and organizations involved about project goals, potential outreach and engagement techniques, site opportunities and constraints, relevant background information and documents for site conditions, project schedule, and project management protocols.
Community concerns relevant to the sites will be discussed, as well as community-based organizations and stakeholders.
100
Proposal to Provide Contract Planning Services to the City of Malibu Page 35 Section 5: Understanding of the Scope of Work July 8, 2024 Training
4LEAF planners will assess existing training protocols and manuals currently being utilized by the City and recommend necessary updates based on required legal statutes and best practices, if applicable. Planning and environmental training opportunities will be scheduled appropriately and on an as-needed basis as updates to the General Plan and Zoning Ordinance or as planning entitlements are being processed for public hearing reviews. 4LEAF anticipates that training to city staff, City Council and Planning Commission will be a customized approach based on timing of these specific updates or individual land use projects of special interest or as the City implements strategic planning goals. As to a broader approach of training efforts, the Project team will recommend and assist with the coordination of training materials, courses, webinars, or conferences that may better familiarize these parties with planning and environmental regulation, laws, and best practices.
Management of Resources
Due to the inconsistent demand of on-call services, 4LEAF takes a proactive approach to resource management.
To offset any uncertainty, 4LEAF has implemented three strategies that allow a cooperative process between offices and the ability to scale up or scale down based upon activity. These strategies include:
• Strong Mix of Full-time and Part-Time personnel – 4LEAF employees over 40+ planners available “asneeded” to bolster our staffing capabilities. Our assortment of staff allows us to accommodate any immediate needs of the City without unnecessary expenses and/or delays. This allows 4LEAF to control costs and service our clients in the same fashion.
• Overtime Staff Augmentation – 4LEAF services a number of clients by providing optional expedited and overtime staff augmentation services. As required, 4LEAF can utilize our staff to quickly meet the sudden needs of our clients and pay them an over-time rate to do so. Although it is a greater expense to 4LEAF, this is utilized to ensure the City is able to meet project deadlines without needless setbacks. • Technology – Our firm places immense value on technological aptitude, and our staff are fully trained with all industry-standard software, in addition to a number of documentation applications and our own proprietary scheduling system. Due to our extensive training, 4LEAF personnel are always ready to integrate with any Development Services Department and hit the ground running. 101
SECTION 6
CONTRACT PLANNING SERVICES
STATEMENT OF COMPLIANCE
CITY OF MALIBU
4LEAF, INC.
TO THE
PROPOSAL TO PROVIDE
102
Proposal to Provide Contract Planning Services to the City of Malibu Page 36 Section 6: Statement of Compliance July 8, 2024
SECTION 6: STATEMENT OF COMPLIANCE
4LEAF, Inc. has no proposed exceptions, alterations, or amendments to the Professional Services Agreement or for Contract Planning Services for the City of Malibu.
4LEAF, Inc. has no pending nor prior litigation, mediation, or arbitration filed against them or any of 4LEAF’s key personnel within the last 5 years, related to performance of any services similar to the Scope of Work described in the City’s RFP.
4LEAF accepts that it shall comply with the California Labor Code pursuant to said regulations entitles; Federal Labor Standards provisions; Federal Prevailing Wage Decision; State of California Prevailing Wage Rates, and the City of Malibu’s Minimum Wage Ordinance. We have no objections. 103
COST PROPOSAL
CITY OF MALIBU
JULY 8, 2024
4LEAF, INC.
4440 VON KARMAN AVE, SUITE 300
NEWPORT BEACH, CA 92660
(949) 877-9432
TO THE
CONTRACT PLANNING
SERVICES
104
Proposal to Provide Contract Planning Services to the City of Malibu Page 1 Cost Proposal July 8, 2024
COST PROPOSAL
FY2024-2025 FEE SCHEDULE & BASIS OF CHARGES
FOR THE CITY OF MALIBU
All Rates are Subject to Basis of Charges
Planning
Housing Policy Director .................................................................................................................... $235/hour Planning Director.............................................................................................................................. $215/hour Principal/Planning Manager............................................................................................................. $180/hour Environmental Planner.....................................................................................................................$170/hour Senior Planner .................................................................................................................................. $160/hour Associate Planner............................................................................................................................. $140/hour Assistant Planner ............................................................................................................................. $120/hour Planning Technician.......................................................................................................................... $103/hour Project Management
Project Manager................................................................................................................................. $195/hour Principal-in-Charge ............................................................................................................................. $285/hour
BASIS OF CHARGES
Rates are inclusive of “tools of the trade” such as forms, telephones, and consumables. • All invoicing will be submitted monthly.
• These above rates reflect the FY2024-2025 contract period. 4LEAF assumes a 3% escalation for FY2025- 2026, FY2026-2027, etc. upon market conditions.
• Overtime and Premium time will be charged as follows:
- Regular time (work begun after 5AM or before 4PM) 1 x hourly rate - Nighttime (work begun after 4PM or before 5AM) 1.125 x hourly rate - Overtime (over 8-hour M-F or Saturdays) 1.5 x hourly rate - Overtime (over 8 hours Sat or 1st 8-hour Sun) 2 x hourly rate - Overtime (over 8 hours Sun or Holidays) 3 x hourly rate • Overtime will only be billed with prior authorization of the Director or other designated City personnel. • All work with less than 8 hours rest between shifts will be charged the appropriate overtime rate. • Mileage driven during the course of Inspections will be charged at cost plus 20%. • Payment due on receipt. All payments over 30 days will be assessed a 1.5% interest charge. • Client shall pay attorneys’ fees, or other costs incurred in collecting delinquent amounts. • Client agrees that 4LEAF’s liability will be limited to the value of services provided. • In accordance with California’s Meal Break and Rest Break Law requirements, Client will be billed one (1) additional hour per day at the regular rate for each missed meal or rest break due to Client-directed tasks or requirements. Client should allow 4LEAF’s non-exempt, hourly employees the opportunity to take their entitled rest and meal breaks during each work shift.
105
253 Camino Tolcua, Camarillo, CA 93010
(805) 415-1991 │ [email protected]
June 7, 2024
Patricia Salazar
Development and Operations Manager
Planning Department
City of Malibu
23825 Stuart Ranch Road
Malibu, CA 90265-4861
Via e-mail at [email protected]
Dear Patricia:
I am happy to provide you with this proposal for contract planning services for the City of Malibu Planning Department, based on the City’s Request for Proposals dated May 24, 2024. It has been a pleasure to serve as a contract planner with the City since November 2022, and I would appreciate the opportunity to continue being a part of the City with the next consultant selection. I am interested in both long-range planning and current case planning opportunities.
In addition to working for the City of Malibu in case planning and with the Municipal Code and Local Implementation Plan amendments for the City’s 2021-2029 Housing Element implementation, this past year and a half, I have been assisting many other municipalities with Municipal Code updates.
These range from housing programs to design guidelines and sign regulations. A full list of my relevant experience is included in the attached proposal.
In addition to the proposal, Attachment A is a copy of my resume. Attachment B is my Rate Schedule/Fees, under separate cover as requested.
If I can provide you with any other information, or if you have questions, please let me know. Thank you very much for your consideration.
Sincerely,
Allison Cook
Allison Cook AICP
Principal/Owner, Capstone City Planning
106
107
Capstone City Planning
1 PROPOSAL FOR PLANNING
CONTRACT SERVICES
CITY OF MALIBU
1. ORGANIZATION, CREDENTIALS AND
EXPERIENCE
Capstone City Planning is a planning
consulting company based in Camarillo,
CA that began in June 2022, and is owned
and staffed by myself, Allison Cook, AICP.
I am the company Principal and would be
serving as the contract planner for the
City of Malibu projects. I am experienced
in both current planning/development
review and long-range planning.
Attachment A is my resume. I have
worked as a planner for 35 years,
primarily with cities, but also in the
private sector. From 1992 to 2004, as
part of Allison Cook Land Use and
Environmental Consulting, I provided
case planning, permit expediting,
California Environmental Quality Act
(CEQA) document preparation, and
research and grant making consulting as
a contract planner to the City of Santa
Barbara, City of Calabasas, City of
Carpinteria, Santa Barbara Airport, and
Solimar Research Group, among others.
I have worked as permanent staff to the
Cities of Santa Barbara, Carpinteria and
Agoura Hills, most recently as the
Assistant Planning Director of the City of
Agoura Hills, from which I retired from
government in June 2022.
Since I started Capstone City Planning, I
have been happy to work for the City of
Malibu, City of San Marino, and the
planning and design consulting firm of
Moore Iacofano and Goltsman (MIG).
The following paragraphs highlight my
most relevant current
planning/development review and longrange planning experience to assist the City of Malibu.
Current Planning/Development Review
• Case planner for 12+
development applications for the
City of Malibu Planning
Department, including
residential and commercial
projects, some involving
legislative changes such as Zone
Map Amendments, General Plan
Amendments, and Local Coastal
Program Amendments (City of
Malibu).
• Project manager/case planner for
two large mixed-use multi-family
residential-commercial
developments within the Agoura
Village Specific Plan area in the
City of Agoura Hills, including
Environmental Impact Reports
(EIRs). Key issues included:
inclusionary/affordable housing,
state density bonus, sensitive
habitat, creeks, oak trees,
cultural resources, Specific Plan
Amendment, and Variances (City
of Agoura Hills).
• Project manager/case planner for
a hillside senior residential care
facility in the City of Agoura Hills,
including Mitigated Negative
Declaration (City of Agoura Hills).
• Project manager/case planner for
a hillside multi-family residential
and church development in the
Ladyface Mountain Specific Plan
area of Agoura Hills. Key issues
included hillside, oak trees,
108
Capstone City Planning
2 cultural resources, Specific Plan
Amendment and General Plan
Amendment (City of Agoura
Hills).
• Project manager/case planner for
a mixed-use multi-family
residential and commercial
project adjacent to Highway 101
in the City of Carpinteria (City of
Carpinteria).
• Project manager/case planner for
multiple single-family residences,
condominium conversions, and
office buildings for the City of
Carpinteria, City of Calabasas,
and City of Agoura Hills. Key
issues included Coastal Zone,
creeks, and very high fire hazard
severity zone (Cities of Agoura
Hills and Carpinteria, Allison Cook
Land Use and Environmental
Planning).
• Project manager for
development of city-sponsored
affordable housing projects,
managing a team of design
consultants, as part of
Redevelopment Agency (City of
Agoura Hills).
• Project manager/case planner for
25-unit residential subdivision
(City of Carpinteria).
• Airport planner/permit expediter
for multiple commercial and
airfield-related development
projects, including the Airline
Terminal Master Plan and Airport
Facilities Plan. Responsible for
coordinating with federal, state
and local agencies for regulatory
and environmental permits and
approvals, including coastal
development permits. Key issues
included Coastal Zone, cultural
resources, creeks and riparian
habitat, and wetlands/Goleta
Slough (City of Santa Barbara).
Long Range Planning
• Planner for the City of Malibu
2021-2029 Housing Element
implementation involving
Municipal Code Amendments
and LCP Local Implementation
Plan Amendments
(current)(Capstone City
Planning).
• Planner for a Specific Plan in Los
Angeles County currently
underway, in conjunction with
the consulting firm of MIG
(current)(Capstone City
Planning).
• Planner for the City of Santa Ana
Zoning Code Update to
implement the General Plan, in
conjunction with the consulting
firm of MIG (current)(Capstone
City Planning).
• Project Manager for the City of
Culver City Sign Code Update, in
conjunction with the consulting
firm of MIG (current)(Capstone
City Planning).
• Planner for Zoning Code Updates
for the Cities of Atascadero and
Paso Robles, in conjunction with
the consulting firm of MIG (2023-
2024)(Capstone City Planning).
• Planner for preparation of the
City of Baldwin Park and County
of San Diego Objective Design
Standards, in conjunction with
the consulting firm of MIG (2023-
2024)(Capstone City Planning).
109
Capstone City Planning
3 • Project Manager for preparation
of the City of San Marino
Objective Design Standards
(2023)(Capstone City Planning).
• Planner for the City of Loma Linda
Zoning Code Update for
Streamlined Housing
Development Projects on
Housing Element Sites, in
conjunction with the consulting
firm of MIG (2023)(Capstone City
Planning).
• Project Manager for the City of
Agoura Hills General Plan 2035
(completed in 2010) and 2020
General Plan Update (completed
in 2022), including EIRs,
community outreach and
workshops, General Plan
Advisory Committee leader, and
management of consultants and
budgets (City of Agoura Hills).
• Project Manager for the City of
Agoura Hills’ Housing Elements
4 th, 5th and 6th Cycles, and
Mitigated Negative Declarations
and EIRs, including overseeing
consultants and budgets (City of
Agoura Hills).
• Project Manager for creation of
Objective Design Standards,
overseeing work of consultant
and budget (City of Agoura Hills).
• Preparer of design guidelines for
the Old Agoura area of Agoura
Hills (City of Agoura Hills).
• Preparer of Objective
Development Standards,
comprehensive Zoning
Ordinance Amendments, Zone
Changes, Specific Plan
Amendments, General Plan
Amendments to implement the
General Plans and Housing
Elements noted above, including
creation of new zoning districts
(City of Agoura Hills).
• Co-Project Manager for the
Agoura Village Specific Plan
(2008), a mixed-use multi-family
residential and commercial
planned area of approximately
300 acres, and project manager
for the EIR (City of Agoura Hills).
• Preparer of Zoning Ordinance
Amendments, including
Inclusionary Housing, Density
Bonus, Wireless
Telecommunications, Massage,
Reasonable Accommodations,
and Parking (City of Agoura Hills).
References
Laura Stetson, AICP
Principal, MIG
Tel.: (818) 388-4286
E-mail: [email protected]
Joyce Parker Bozylinski, AICP
Planning Consultant
Tel.: (805) 368-7236
E-mail: [email protected]
Isidro Figueroa
Community Development Director, City of
San Marino
Tel.: (805) 815-5284
E-mail: [email protected]
110
Capstone City Planning
4 2. UNDERSTANDING OF THE SCOPE OF
WORK
The City of Malibu is seeking a contract
planner at the Senior Planner or higher level
to process planning development
applications and long-range planning
projects. The contract case planner would be
responsible for carrying out tasks normally
associated with municipal case planning,
including: analyzing a project’s conformance
with city policies, regulations and guidelines,
and state requirements, including that of the
California Coastal Act; processing the case
through discretionary reviews and
coordinating with other city departments
and outside agencies; managing the project
overall; conducting California Environmental
Quality Act (CEQA) review and preparing
environmental documents; maintaining
excellent and timely communication with
the applicant team, public, and city staff;
preparing staff reports and resolutions,
including findings; preparing conditions of
approval; conducting presentations before
decision-making bodies; and conducting
final planning inspections and site visits,
including for story pole approval.
In carrying out long range planning services,
the contract planner would prepare
amendments to the Municipal Code,
General Plan, and the Local Coastal Program
(LCP) and related documents, as directed by
the Planning Department. In addition to
working with City staff, this role would
require coordination with the California
Coastal Commission staff in preparing LCP
amendments and consistency analysis.
The contract planner must have expertise
with regulatory documents used by the City
of Malibu, including the General Plan, LCP,
Zoning Code, Subdivision Code, other
Municipal Code sections, and numerous
maps (zoning, etc.). The contract planner
must also be experienced in applying various
state regulations and Government Code and
Public Resource Code provisions, including
the California Coastal Act, CEQA and the
CEQA Guidelines, the Subdivision Map Act,
and the Permit Streamlining Act.
Expectations for the contract planner
include maintaining a set schedule during
regular business hours of the city and
maintaining detailed accounting of the cityconsultant contract budget. The contract planner must have knowledge of Microsoft
Office Word, Excel, PowerPoint, and Access,
as well as GIS. Additionally, the contract
planner must be effective at case project
management, to include database
maintenance, milestones and deadline
tracking, monitoring application submittal
items and balancing workload with other
duties and cases.
The City of Malibu is a unique and wellregarded community, entirely within the Coastal Zone. The citizenry is active in City
affairs and interested in maintaining the
natural beauty and quality of life of Malibu,
and therefore has high expectations for City
staff and leaders. At the same time, the
business community and land developers
desire to maintain their interests. Natural
resources in Malibu include the beach,
coastal bluffs, Malibu Lagoon, creeks,
hillsides, and natural habitat. View
preservation and aesthetics are paramount
when considering development. Given its
natural location, Malibu is also challenged
with wildfires and a very high fire hazard
severity zone, and hillside stability concerns.
111
Capstone City Planning
5 The following paragraphs describe my
specific qualifications for meeting the scope
of services and my proposal for performing
the work.
Technical Expertise
My professional life has mostly been in the
public sector working for small- and
medium-sized cities, most of which have
natural resources and open space, and value
managed growth. As a result, I have full
knowledge of local municipal planning and
the tasks associated with current planning
and application processing. I have processed
complex discretionary approvals, including
site plan reviews, conditional use permits,
variances and modifications, parcel and tract
maps, General Plan Amendments, and
Specific Plan Amendments. I have worked
with all types of regulatory documents, and
have prepared most of them, such as
General Plans, Housing Elements,
Ordinances, Specific Plans, municipal code
amendments, and design standards and
guidelines.
As a case planner, I have processed
numerous applications for all types of
residential and commercial uses, including
mixed-use projects, from taking in the
application to signing off on the certificate of
occupancy and final inspection. I understand
the full planning and development process. I
have spent the past two years working for
the City of Malibu processing over 12
development applications of various
complexity. I have become familiar with City
regulatory documents, policies and
procedures, as well as overall Planning
Department processes and staff.
I started in planning as a preparer of CEQA
documents and have maintained that
expertise throughout my planning career. I
managed the Environmental Program for the
City of Agoura Hills, training staff in
preparing CEQA documents. I also led a
workshop in advanced CEQA for the
Association of Environmental Professionals.
My work in CEQA has led to my
understanding of environmental and
resource issues, such as cultural resources
(archaeology and historic) and biological
habitat (riparian, wetland, endangered
plants). I have been present during
archaeological exploration and biological
surveys. I understand Native American tribal
consultation requirements and have led
tribal consult meetings.
I am experienced at reviewing a variety of
technical documents as part of not only the
CEQA review but development review
process, and understanding technical terms,
such as those involving transportation,
geologic/geotechnical, Low Impact
Development, hydrology, and cultural and
biological resources. Having worked as a
planner in the very high fire hazard severity
zone in Agoura Hills and prepared the Safety
Element of the Agoura Hills 2020 General
Plan, I am familiar with wildfire and fuel
modification issues.
I am well versed in housing policy and law. I
am currently preparing Zoning Code and LIP
amendments for the City of Malibu’s 2021-
2029 Housing Element implementation. I
have prepared three (3) cycles of Housing
Elements at the City of Agoura Hills and have
applied Housing Element policies and state
housing laws to development projects,
particularly in the Agoura Village Specific
Plan and Ladyface Mountain Specific Plan
areas of the City of Agoura Hills. I oversaw an
112
Capstone City Planning
6 inter-disciplinary team to design citysponsored affordable housing projects in Agoura Hills as part of the former
Redevelopment Agency. I serve on the
California Chapter of the American Planning
Association (APA) Legislative Review Team,
providing input to APA on proposed state
legislation related to planning, which in past
years has been dominated by housing bills. I
am able to apply this knowledge in a contract
planner role, both as a case planner in
development review and also as a longrange planner creating housing policy and regulations. In the last two years, I have
worked for many cities in Southern
California updating their Zoning Ordinances
to comply with State housing law, including
drafting model Accessory Dwelling Unit,
Density Bonus, and SB 9 (urban lot splits)
ordinances.
My Coastal Zone experience includes
working these past two years in the City of
Malibu. I also worked in development review
in the City of Carpinteria, and for the City of
Santa Barbara in obtaining approval for
projects at the Santa Barbara Airport,
directly adjacent to the Goleta Slough. At the
airport, I was responsible for preparing
Coastal Development Permit applications
and coordinating with both the City of Santa
Barbara Planning Division and the California
Coastal Commission to obtain approvals.
I am proficient in Microsoft programs, such
as Word, Excel and PowerPoint, and familiar
with Access and Geographic Information
Systems (GIS), particularly the City of
Malibu’s GIS. I work regularly with the
Development Database and OnBase
software the City uses, and have recently
been brought up to speed with Bluebeam. I
understand the story pole procedures for
the City and have coordinated with City of
Malibu applicants in approving story pole
plans.
Communication
I have excellent written and oral
communication skills. My writing includes
long-range planning documents (e.g.,
General Plan), ordinances, resolutions, staff
reports (including findings and conditions of
approval), and detailed memorandums to
the Planning Commission and City Council. I
have presented controversial projects and
policy items to the Planning Commission and
City Council and fielded challenging
questions. In Malibu, I have presented to the
City’s Environmental Review Board. I have
effectively presented at public workshops
(Housing Element, Agoura Village Specific
Plan) and led advisory committees
composed of members at large,
stakeholders, and Planning Commission and
City Council members (General Plan
Advisory Committee, Agoura Village
Advisory Committee).
Day-to-day communication with City staff
(including City departments other than
Planning), applicants, consultants, and
members of the public is an opportunity to
foster excellent working relationships and
trust that reflect well on the City. I am highly
responsive and helpful in my role as a
contract planner, providing necessary
information in a clear and cordial manner.
My priority is to find common ground and
explore solutions to challenges. I return
most phone calls and e-mails the same day,
but at least by the morning of the next
business day. I value superior customer
service, including in my relationship with
clients, and work in a flexible way to
accommodate the needs of my clients.
113
Capstone City Planning
7 I have maintained effective and friendly
working relationships with Planning
Commissions, City Councils and other
appointed and elected bodies over many
years and different cities. I understand the
demands and needs of elected and
appointed officials, and my role in serving
them. I anticipate potential controversies
and challenges, and prepare to address them
in advance, providing elected and appointed
officials, as well as city management, with
necessary information to make decisions. I
exhibit a high level of discretion and
sensitivity in my working relationships.
I am able to keep regular business hours that
meet the needs of the City, and attend
meetings, including during the evening. I
track progress and status on milestones and
budget related to the city-consultant
contract regularly and can provide
information readily.
Project Management and Leadership
As a manager in a municipal Planning
Department for 14 years, supervising and
training staff, overseeing administrative
programs, and preparing budgets, I
understand some of the demands of city and
department management. I am sensitive to
those needs and work accordingly. I
understand the special role of a contract
planner in relationship to a client city, and I
am dedicated to serving in that position to
support the city.
As a planner, I am very organized, diligent,
efficient and thorough. I meet all deadlines
and often complete work early. I keep track
of progress on tasks and deliverables so that
I am able to adjust and notify others in
advance if milestones are not on track. I
maintain task sheets for each project
indicating items that I need to attend to
immediately, in the short-range, in the longrange, and items I am waiting on from others. Planning is in many ways a team
effort, involving input or deliverables from
other city departments, city consultants,
other agencies, and the applicant and
applicant team. My manner in working with
others to obtain necessary information or
items is to respect their roles and workload,
and find a mutually-acceptable, congenial
approach to moving the project forward.
Work Proposal
Planning Application Case Management
The following is the proposed work
approach for planning application case
management. Since I have been working for
the City of Malibu, I am familiar with the
Planning Department and its procedures.
Under the guidance of the Planning
Department staff, I will continue to do the
following:
• Briefly review the case and conduct
preliminary regulatory consistency
• Discuss the case with the Senior
Planner/Team Lead
• Coordinate with other city
departments, outside agencies, and
other relevant groups for comment
on application completeness and
other project details
• Provide a letter(s) to the applicant
regarding application completeness
• Conduct detailed case review and
consistency determination with
regulations, policies, guidelines
• Make a CEQA determination (and
prepare document, if applicable)
• Approve story pole plan and review
installation (if applicable)
114
Capstone City Planning
8 • Prepare staff report, resolutions, and
other written materials, and
incorporate City staff comments
• Communicate with the public on any
public comments and concerns on
the project
• Provide oral presentation to
decision-making bodies
• Review construction drawings during
Building Safety plan check
• Inspect construction at key junctures
• Sign off on Certificate of Occupancy
and conduct final inspection
This is written as a straight-forward case
processing schedule, although the process
early on is often more iterative while the
application is still incomplete and comments
from other departments and agencies are
pending. Throughout the process schedule, I
will keep the Senior Planner/Team Lead up
to date on key project issues and milestones.
Embedded into this schedule is ongoing
coordination with the applicant and
applicant team, City consultants, City
departments, other agencies, and members
of the public. The goal is to ensure the
application contains adequate information,
is clearly understood by the public, is
processed expeditiously and that the
materials prepared by the case planner are
thorough. The case will be processed
according to deadlines under the Permit
Streamlining Act, Subdivision Map Act, and
CEQA (as applicable), as well as other city
timelines. In the instance where an
environmental document pursuant to CEQA
is required, it is assumed that the City would
engage a consultant for preparation of the
document if it is a higher-level document,
which would be overseen by the contract
planner, or I can prepare a lower-level
document.
Long-Range Planning Services
Each long-range planning task is unique. I
would tailor my work approach to the
particular needs of the assignment and at
the direction of the City. To any long-range
project, I would bring my expertise in State
regulations and experience from other
municipalities to complete a project
responsive to Malibu’s particular
circumstances. The general work approach is
summarized below:
• Meet with City staff to determine
service needs and scope of work
• Propose a specific scope of work (and
budget/timeline, as needed)
• Review relevant documents and legal
requirements
• Conduct other research and studies,
as needed
• Prepare administrative draft and
public draft versions of the longrange document for City staff comment
• Prepare final versions of the longrange document
• Prepare Planning Commission and
City Council staff reports and
presentations at workshops and
hearings
• Prepare application and analysis for
the Coastal Commission, as
necessary
• Participate in any public workshops
and outreach, as needed
• Provide regular communication and
coordination to City staff though
meetings and phone calls
115
Capstone City Planning
9 3. PROFESSIONAL SERVICES AGREEMENT
I have read the Professional Services
Agreement, Attachment 1 of the RFP, and
can meet all of the requirements, including
insurance. I would request that the City of
Malibu consider waiving the requirement for
Umbrella or Excess Liability Insurance since I
am a small, sole proprietor business with
only one employee and not in a commercial
office space.
4. LABOR CODE COMPLIANCE
I will comply with the California Labor Code,
Federal Labor Standards provisions, Federal
Prevailing Wage Decision, State of California
Prevailing Wage Rates, and the City of
Malibu’s Minimum Wage Ordinance. Please
note that I am a sole proprietor with no
employees.
5. LITIGATION
I have no past, current or pending litigation
related to Allison Cook or Capstone City
Planning.
6. FEES
Please see Attachment B, Fees, under
separate cover.
Date: 6-7-24
116
Capstone City Planning
10 117
Attachment A
Resume
118
Allison Cook, AICP
253 Camino Toluca
Camarillo, CA 93010 805-415-1991
[email protected]
PROFILE
Consultant to municipalities with 30+ years of public and private sector experience.
EXPERIENCE
Capstone City Planning
Owner – Camarillo, CA – 6/2022-present
Provide current planning, zoning and long-range planning consulting services, including zoning ordinances, General Plans, Specific Plans, Housing Element implementation, CEQA peer review and project management to public sector clients.
City of Agoura Hills
Assistant Planning Director – 2015-2022
Principal Planner – 2008-2015
Senior Planner – 2005-2008
Managed long-range planning division, and customer service-focused current planning division, including development review, environmental review (CEQA), front counter services, and architectural review. Project manager for 4th, 5th and 6th Housing Element cycles, General Plan Updates 2010 and 2022, and the Agoura Village Specific Plan, including preparation and implementation. Redevelopment Agency staff managing interdisciplinary design team for City-sponsored affordable housing projects. Project manager of complex and controversial mixed-use development applications, City sponsored annexation proposals, ZOAs, and First Time Homebuyer Program. Supervised all planning department staff.
City of Carpinteria
Senior Planner – 2004-2005
Processed all types of discretionary permits and land divisions, including serving as case planner for single-family residential subdivisions and mixed-use developments in the Coastal Zone. Prepared CEQA documents.
119
Allison Cook Land Use and Environmental Consulting
Owner/Principal, Ventura, CA – 1992-2004
Planning consulting services to a variety of municipal entities, consulting companies, and non-profits, including City of Calabasas, City of Carpinteria, City of Santa Barbara, Santa Barbara Airport, Rincon Consultants, Padre Associates, and Solimar Research Group.
Group facilitation/mediation, development of grant making strategies for private foundations, CEQA document preparation, development review and entitlement, and master plan preparation.
Santa Barbara Airport
Airport Planner – 1992-1997
Responsible for current and long-range aviation, environmental, and land use planning and design. Project manager for major wetland impact and mitigation project. Assisted in preparation of the Airport Master Plan, including expansion of Terminal and runways/taxiways. Processed entitlements for Airport development projects, including obtaining regulatory environmental clearance, and conducted ongoing environmental mitigation and monitoring. Staff to the Goleta Slough Management Committee, charged with protection of the Slough.
EDUCATION
UCLA – M.A. Urban Planning, 1992
Connecticut College – B.A. Sociology/Art History, 1989, Magna Cum Laude, Phi Beta Kappa
AFFILIATIONS AND ACTIVITIES
American Planning Association (APA) – since 1990
Association of Environmental Professionals (AEP) – since 2005 Legislative Officer, Central Coast Section, CA APA Board – 2015-2017 CA AEP Advanced CEQA Seminar 2019- Speaker/Instructor
CA APA Legislative Review Team – 2015-present
120
Attachment B
Rate Sheet (Fees)
121
Capstone City Planning
Rate Sheet (2024)
Staff Name Title Hourly Rate
Allison Cook Owner/Principal $165
122
CITY OF
MALIBU
Proposal/Qualifications Prepared By
CSG CONSULTANTS
3707 W. Garden Grove Blvd., Suite 100 | Orange, CA 92868 TEL : 714.568.1010 | FAX : 714.568.1028
www.csgengr.com
Proposal for Contract Planning Services
JULY 8, 2024
123
1 July 9, 20204
Attn: Patricia Salazar
Development and Operations Manager
Malibu Planning Department
23825 Stuart Ranch Road
Malibu, CA 90265-4861
Subject: RFP for Contract Planning Services
Dear Ms. Salazar,
Thank you for the opportunity for CSG Consultants (CSG) to present our proposal for contract planning servicesto the City of Malibu (City). To meet the City’s needs, CSG brings specialized Planning and Environmental expertise, a depth and breadth of highly experienced staff, an office within proximity to the City, and the ability to adapt to the City’s changing needs. Having served the City since 2022 in a similar capacity, we look forward to furthering this successful relationship.
Through our many years of service to our public agency clients, we have learned that key attributes a consultant can offer a client are expertise, experience, responsiveness, flexibility and a solid understanding of community concerns. In addition to acting on these service principles, CSG has as a main objective: to focus on ensuring integrity and excellence in our analyses and processes, culminating in win-win solutions and the successful review of projects.
CSG is an employee-owned company and works solely for public agencies, serving as a seamless extension of municipal staff.
We currently furnish planning, environmental, sustainability, building and safety, fire prevention, code enforcement, public works and a host of additional services to over 250 municipal clients throughout California. From our broad bench of licensed and certified professionals, we can select and readily commit team members ideally suited to deliver the exact services required and customize results to meet our clients’ unique and challenging needs.
PROJECT CONTACTS
Mr. Ethan Edwards, AICP, CSG’s Vice President of Planning Services, will serve as the Quality Assurance and Quality Control (QA/QC) manager. Ms. Gena Guisar, AICP, CSG’s Director of Development Services for Southern California, will serve as the Client Manager and QA/QC providerfor this contract. Their contact information is provided above.
We look forward to assisting the City of Malibu with its Contract Planning needs. As President, I am authorized to legally bind the firm. Mr. Edwards and/or Ms. Guisar would be happy to answer any questions regarding our proposal.
Sincerely,
____________________________
Cyrus Kianpour, PE, PLS
President
PROJECT CONTACTS
Ethan Edwards, AICP
Vice President of Planning Services
714.699.4297
[email protected]
Gena Guisar, AICP
Director of Development Services
714.568.1010
[email protected]
124
2 TABLE OF CONTENTS
SECTIONS
Cover Letter................................................................................................................................................................1
1. Organization, Credentials and Experience .............................................................................................................3
2. Understanding of the Scope of Work.....................................................................................................................9
3. Professional Services Agreement.........................................................................................................................15
4. Compliance ...........................................................................................................................................................16
5. Litigation...............................................................................................................................................................17
6. Fees..………………………………………………………………………………………………………………………………………………………………18
7. Timeline ................................................................................................................................................................19
APPENDIX
A Resumes
125
3 1. ORGANIZATION, CREDENTIALS AND EXPERIENCE
FIRM PROFILE
CSG Consultants, Inc. (CSG) is an employee-owned California company with its local and headquarters office in Foster City, California. Additional support is available from our other offices in Fresno, Newman, Orange, Paso Robles, Pleasanton, Sacramento and San Jose. Founded in 1991, CSG performs work solely for public agencies, eliminating the potential for conflicts of interest between developers and agencies. In this way, we can focus exclusively on the specific needs of our municipal clients.
NAME OF FIRM: CSG Consultants, Inc. (C Corporation) (EIN #91-2053749) DATE OF ESTABLISHMENT: Founded in 1991
HEADQUARTERS: 550 Pilgrim Drive, Foster City, CA 94404
(650) 522-2500 phone, (650) 522-2599 fax
www.csgengr.com | [email protected]
REGIONAL OFFICES: 3707 W. Garden Grove Boulevard, Orange, CA 92868 3150 Almaden Expressway #255, San Jose, CA 95118
3875 Hopyard Road, Suite 141, Pleasanton, CA 94588
930 Fresno Street, Newman, CA 95360
2121 North Palm Avenue, Suite 530, Fresno, CA 93704
809 9th Street, Suite 2A, Paso Robles, CA 93446
1303 J Street, Suite 270, Sacramento, CA 95814
NUMBER OF EMPLOYEES: 350+
Our multi-disciplined municipal services staff consists of the following types of professionals:
126
4 CLIENT REFERENCES
Our track record of success with our clients is outstanding, and we encourage you to contact our references. The following is a partial list of references for which CSG has provided planning and/or environmental services.
City of Carson
Saied Naaseh
Community Development Director
701 E. Carson Street
Carson, CA 90745
(310) 952-1761 x13654
[email protected]
Planning Services
City of Norwalk
John Ramirez
Community Development Director
12700 Norwalk Boulevard
Norwalk, CA 90650
(562) 929-5700
[email protected]
Planning Services
City of Fullerton
Sunayana Thomas
Interim Director of Community & Economic Dev.
303 W. Commonwealth Ave.
Fullerton, CA 92832
(714) 738-6837
[email protected]
Planning Services
Town of Colma
Daniel Barros
City Manager
1198 El Camino Real
Colma, California 94404
650.997.8318
[email protected]
On-Call Planning, Environmental, and Sustainability
Program Management Services
City of Laguna Beach
Anthony Viera
Principal Planner
505 Forest Avenue
Laguna Beach, California 92651
949.497.0398
[email protected]
CEQA Services; Laguna Beach
Downtown Specific Plan; 1890 S. Coast Hwy IS/MND
City of El Segundo
Eduardo Schonborn
Planning Manager
350 Main Street
El Segundo, CA 90245
(310) 524-2312
[email protected]
Planning Services
2016−Ongoing
City of Tustin
Raymond Barragan
Principal Planner,
300 Centennial Way,
Tustin 92780
(714) 573-3016
[email protected]
Planning and Environmental Review Services
City of Laguna Beach
Anthony Viera, Principal Planner
505 Forest Avenue
Laguna Beach, CA 92561
(949) 497-0398
[email protected]
Environmental Services
127
5 ORGANIZATIONAL CHART
CSG proposes the following staff and organizational structure for this contract. We take pride in providing team members who have a variety of project experience, who are motivated to excel in the Planning field, and who have technical and customer service skills that are crucial to on-the-job success. CSG’s Vice President of Planning Services, Ethan Edwards, AICP, will serve as contract manager and QA/QC for the City. Resumes for our proposed team members have been provided in Appendix A.
CONTRACT MANAGER
ENVIRONMENTAL STAFF
Glenn Lajoie, AICP
Director of Environmental Services
Liza Debies
Senior Environmental Planner
Gina Paolini
Senior Planner
Kelli Allen
Associate Environmental Planner
Ethan Edwards, AICP
Vice President of Planning Services
PLANNING STAFF
Gena Guisar, AICP
Director of Development Services
Leila Carver, PTP
Senior Planner
Gina Paolini
Senior Planner
Sergio Klotz
Principal Planner
Farhad Mortazavi
Principal Planner
CONTRACT MANAGER
128
6 PLANNING EXAMPLES
Our track record of success is outstanding. The following is a small sampling of on-call contracts and projects performed under our On-Call Planning and Environmental consulting services.
PLANNING SERVICES | CITY OF NORWALK, CALIFORNIA
CSG staff is currently managing and preparing the Norwalk Transit Village project, a 32-acre Mixed Use Eco-District in the City of Norwalk.
The property sits roughly 0.25 acres from a Metrolink Station and is immediately adjacent to a 9.4-acre public park. The project will include up to 770 dwelling units (40% affordable), ample open space, a 150-key hotel, and neighborhood commercial space. CSG’s responsibilities include drafting the Specific Plan, managing the CEQA compliance document (in this case, an EIR), Public Outreach, management of due diligence activities and a Remediation Action Plan, entitlement processing and Project Team management. This unique project will occupy the site of a former State-owned Youth Correctional Facility and is subject to the Surplus Land Act. CSG also provides on-call planning staff augmentation.
STAFF AUGMENTATION SERVICES | CITY OF FULLERTON, CALIFORNIA CSG staff currently provide project management, entitlement, plan review, managerial, and housing related services to the City of Fullerton. Staff is managing complex land use entitlements, provides daily supervision of staff, coordinates and presents internal staff review committee meetings, prepares staff reports, resolutions, conditions of approval, and housing compliance reports. CSG staff has also worked in an advisory role to help create strategies, including creation of standards, for Housing Element compliance.
STAFF AUGMENTATION SERVICES | CITY OF THOUSAND OAKS, CALIFORNIA CSG staff currently work with the City of Thousand Oaks to provide staff augmentation planning services by reviewing plans for compliance with zoning, design standards, and procedural requirements. Additionally, our staff help research land use issues, trends, and best practices and are assisting with the preparation of new land use regulations including ordinance amendments on self-storage facilities.
PLANNING SERVICES | CITY OF CARSON, CALIFORNIA
CSG provides On-Call planning and environmental services to the City of Carson. As part of this process, our Planning Lead manages technical consultants, provides document review, conducts community outreach, and attends community and City Council meetings. Our staff is currently managing The District at South Bay Specific Plan amendment for a modification to the permitted land uses and development standards for a portion of its 157-acres. The site remains undeveloped, as it was used as a landfill site for the deposition of waste/refuse from areas throughout Los Angeles County between 1959 and 1965, prior to the incorporation of the City of Carson.
129
7 STAFF AUGMENTATION SERVICES | CITY OF BURBANK, CALIFORNIA CSG provides as-needed planning services for the City. Services include reviewing single family development permits to comply with the cities’ design guidelines and neighborhood compatibility review, working with the applicants and city staff to create compatible development projects within the existing historical neighborhoods and special districts, and drafting approval letters, mailing notices and sign requirements.
STAFF AUGMENTATION SERVICES | CITY OF LAGUNA NIGUEL, CALIFORNIA CSG provided planning support services to the City of Laguna Niguel. Services include site plan reviews, entitlement processing, and public counter support.
PLANNING SERVICES | CITY OF GARDEN GROVE, CALIFORNIA
CSG staff currently provides project management and staff augment planning services to the City of Garden Grove.
Staff manages the entitlement process for various priority developments and serves as the main point of contact representing the City. Staff also provides plan review, plan check and public counter coverage services.
PLANNING SERVICES | CITY OF EL SEGUNDO, CALIFORNIA
CSG staff provides project management and entitlement processing services for the City of El Segundo. We currently manage several high-profile projects, including a ±140-acre mixed use site on the former Raytheon manufacturing site, the Los Angeles Chargers headquarters/training facility, and a mixed-use media campus.
Other noteworthy projects include the Smoky Hollow Specific Plan Amendment and EIR for the Grand Kansas II Project. CSG staff provides entitlement project management and conducted a peer review of the environmental documentation for this office and commercial development. Our services also include Site Plan Review, Specific Plan Amendments, Coastal Development Permits, public outreach and grant administration.
Los Angeles Chargers Headquarters & Training Facility: For this project to develop the Los Angeles Chargers headquarters and training facility, CSG’s Planning team, Leila Carver and Brad Misner, assumed a project manager role in working with the applicants to process the requisite entitlements which including an EIR Addendum, Development Agreement Amendment, Minor Amendment of the Smoky Hollow, Specific Plan, Vesting Tentative Tract Map, and Site Plan Review. CSG successfully presented the entitlement package, staff reports, resolutions, and project presentation to both the Planning Commission and the City Council, and both were approved. All together this 14-acre project comprises a threestory, 143,702 sf headquarter facility with office space, studio space, and player training; three practice fields, storage buildings, 347 parking spaces, and privacy netting along eastern and southern boundaries.
City of El Segundo – Entitlement Processing
130
8 ENVIRONMENTAL PLANNING PROJECTS
JANSS MARKETPLACE HOTEL EIR | CITY OF THOUSAND OAKS, CALIFORNIA CSG is preparing an Environmental Impact Report (EIR) to evaluate the potential environmental impacts of the development of a hotel at 225 North Moorpark Road in Thousand Oaks. The proposed project includes demolition of the current two-story retail building, to be replaced by a five-story dual hotel and retail pad, the creation of a map to designate airspace rights, and a zoning change to the footprint of the hotel to increase the building’s height limitation.
RANCHO DEL MAR AFFORDABLE HOUSING OVERLAY ZONE IS/ND | CITY OF ROLLING HILLS, CALIFORNIA CSG prepared an environmental document to evaluate the potential environmental effects of the City of Rolling Hills at 38 Crest Road site. The proposed project included the addition of a Mixed-Use Multi-Family Overlay Zone (Rancho Del Mar Affordable Housing Overlay Zone); all associated General Plan Land Use Element updates; as well as all related Zoning Ordinance and associated Map changes. The proposed mixed-use, multi-family overlay zone would accommodate the existing uses of the site and allow for new multi-family units to be developed at a future date.
While preparing the IS/ND for the initial overlay zoning, General Plan and Zoning Ordinance changes, CSG was able to assist the City of Rolling Hills initialize all associated CEQA requirements for the Housing Element updates for the 4th and 5th Cycle updates, by the end of the calendar year 2020.
ADMINISTRATIVE HEADQUARTERS PROJECT | ORANGE COUNTY SANITATION DISTRICT, FOUNTAIN VALLEY, CALIFORNIA CSG provided peer review services for the Initial Study/Addendum to the Fountain Valley Crossings Specific Plan EIR for the proposed Administrative Headquarters Building Project sponsored by the Orange County Sanitation District. CSG’s peer review services identified potential issues and topics of concern related to the adequacy of the tiering document, consistency with impacts and conclusions of the EIR and applicability of proposed and referenced mitigation. 131
9 2. UNDERSTANDING OF THE SCOPE OF WORK
CSG’S UNDERSTANDING OF THE CITY’S SCOPE OF WORK
CSG understands the City is seeking contract planning services to augment staffing levels to support the processing of planning development permits and long-range planning projects. If selected, CSG would perform professional municipal planning case management services and assign a Senior Planner (or higher level) for applicant-initiated applications as assigned by the Planning Department. Services would include conformance reviews, discretionary case processing, project management, staff report preparation, CEQA documentation, review of conditions of approval, and attendance at required meetings for the ERB, Planning Commission, and City Council. CSG has a long track record of demonstrated success in coastal cities throughout California, and is well positioned to deliver the following services to the City of Malibu:
Reviewing applications for complex residential and commercial development and evaluating alternatives and conformance with the City’s General Plan, Municipal Code, Local Coastal Program, and State Laws. Based on information from reviews, preparing recommendations for actions by City staff, elected or appointed officials.
Processing coastal development permits, administrative plan reviews, site plan reviews, minor modifications, variances, conditional use permits, subdivisions, parcel maps, and other entitlements as assigned Working with property owners, contractors, developers, engineers, architects, and the public regarding conformance to standards, plans, specifications, and codes. CSG staff excels at working with these parties to explain codes, requirements, procedures, and evaluation of alternatives. Coordination with outside agencies and City departments involved as part of the development review process Conducting final planning inspections, story pole visits, and other site visits as needed Review of applications and projects for compliance with CEQA Presentations for the Planning Commission, City Council, and various committees and commission, and attendance of evening meetings as required.
Preparing staff reports, resolutions, and ordinances for the Planning Commission, ERB, and City Council.
Documentation will be prepared in a form prescribed by the City, normally associated with case processing.
METHODS AND APPROACH
CSG views every assignment and project as a way to build long-lasting, meaningful working relationships with our clients. We always seek to excel in maintaining a clear line of communication with every client, stakeholder, agency, decisionmaker and project team members to ensure assignments and projects are achieving and exceeding expectations. We work with positive attitudes, focused on teamwork and have a shared determination in exhibiting professionalism in everything we do. Our mission is to consistently meet or exceed our client’s expectations in a responsible and efficient manner.
At CSG, we act as project managers in most of our efforts, but we are first and foremost planners. Our goal is to always perform as a “partner planner” for our clients, providing additional support and services to existing agency staff members. CSG’s project managers bring decades of project management experience, implementing best practices, while delivering work products on time and within budget while.
We believe that a comprehensive approach to project management includes attention to land planning, economic feasibility, urban design, and the environment. Our project management philosophy is built upon the anticipation of, 132
10 and preparation for, all issues that may arise throughout the project process. By constantly considering and developing the appropriate process and plan to address political, environmental, social, and design challenges/opportunities, we can better serve the City while delivering the highest quality product. Our management team of senior professionals will work in close partnership with City staff to ensure continuous coordination of our proposed services. They will assist the City in determining planning and environmental review requirements with support from additional CSG planners and technical staff that allow our team to provide a wide range of services in a cost-effective manner.
PLANNING
CSG's approach to current and long-range planning is to “dig in” and become familiar with the City’s General Plan, Zoning Code, ongoing projects, and development trends so that we may best assist the City. Our approach includes:
Analyzing a project’s compliance with the City’s plans, policies and regulations. Our staff is familiar with
conducting plan checks and design review; evaluating
Tentative Maps, development permits, conditional use
permits, and other permits; and conducting General Plan and zoning amendments;
Reviewing and processing both ministerial and discretionary applications;
Researching, compiling and analyzing social, economic, environmental and associated data; Preparing the necessary long-range planning documents and amendments; Meeting with developers, their consultants and other project proponents, such as property owners and other interested groups, for any project. We recognize that these are important groups and individuals to any project; and
Providing public counter services, including but not limited to, answering general questions and processing Zoning Clearances, Accessory Dwelling Unit Zone Clearances, Temporary Use Permits, Home Occupation Permits, and/or Short-Term Rentals permits.
Members of our staff are currently actively working in a variety of methods both hybrid and in agency offices, holding regular office hours, and answering public inquiries by email, mail, or telephone, whichever schedule the client wishes. Our staff are available to attend community meetings and present at public hearings; prepare staff reports, resolutions, ordinances; and prepare oral and/or electronic presentations. CSG staff have demonstrated expertise with regulatory documents used by the City of Malibu Planning Department. These include, but are not limited to:
City of Malibu Local Coastal Program
City of Malibu Municipal Code Title 16 (Subdivision) and Title 17 (Zoning) City of Malibu General Plan
City Maps including LCP maps, Zoning Maps, Land Use Maps, Cultural Resources Maps, Overlay Districts, etc.
Coastal Act
CEQA Guidelines
Subdivision Map Act
Permit Streamlining Act
City of Santa Ana—On-Call Planning Services
133
11 CSG staff also has knowledge and experience in providing affordable housing support, preparing and administering grants, preparing parking studies, performing fiscal and economic analyses, as well as providing Geographic Information System (GIS) assistance. Our staff is well-verse in utilizing computer applications such as Microsoft Office, Excel, PowerPoint, Access, and GIS programs.
CURRENT AND ADVANCED PLANNING
At CSG we believe that changing environmental conditions, increased need for housing, diminishing raw land supply, complex mobility issues, urban infill opportunities, and affordability are all becoming pivotal factors driving projects and the future of development. Our team is capable of fusing thoughtful creativity with function, practicality with aesthetics, and connecting places with people. Our staff have the expertise to work on various current and advanced planning projects.
Current Planning
CSG’s Planning team provides contract staff support, entitlement services and project management for a variety of types of projects. We excel at interfacing with public agencies and elected officials, tackling a wide range of current planning issues, and serving as case planners, applicant liaisons, or even assisting the public at the counter. Our staff planners perform daily planning activities, such as (but not limited to): zoning review and compliance, project entitlement services, Subdivision Map Act compliance, site plan review and design review, plan check, construction inspection services based on approved plans and conditions of approval, and other services as needed. Our planning staff also serve as an extension of city or City staff in a number of jurisdictions, preparing staff reports, ordinances, resolutions, and making presentations to Design Review Boards, Planning Commissions, City Councils or Boards of Supervisors.
Advanced Planning (Long-Range Planning)
CSG’s planners are well versed in the creation and management of long-range policy documents, and assist communities with visioning, goal setting and implementation, as well as project coordination for applicants and their consultant teams. Our team has prepared General Plans, Specific Plans as well as Community and Area Plans, Design Guidelines, Zoning Code updates, and Economic Development Plans. CSG can assist the City in long-range planning services that include, but are not limited to the following:
Preparing amendments to the Malibu Municipal Code, General Plan, and Local Coastal Program amendments—including staff reports, resolutions, and ordinances. CSG’s staff has extensive experience in the California Coastal Commission certification review process. Acting as a liaison between the City and other agencies, while attending hearings as needed Preparing policy, interpretations, and procedural documents on behalf of the Planning Director Making presentations to the Planning Commission, City Council, and various committees and commissions, while attending evening meeting as required
Working closely alongside the California Coastal Commission (CCC) staff in the preparation of LCP Amendments and attending CCC hearings if requested by staff Preparing LCP Consistency Analysis as part of any LCP amendments
ENVIRONMENTAL PLANNING SERVICES
CSG has the environmental staff resources to manage and prepare clear, concise, and legally defensible environmental documents under the California Environmental Quality Act (CEQA) and the National Environmental Policy Act (NEPA) for projects of all types, including development, infrastructure improvements, ecological enhancements, and policy adoption documents, such as General Plans and Specific Plans. CSG will serve as an extension of City staff to ensure that the entire environmental review process is conducted in a comprehensive manner. CSG will consider recent legislation, court decisions pertaining to CEQA and NEPA and agency requirements. 134
12 Our objective is to provide premium services to our clients, along with highly accurate technical documentation and impact determinations. Our approach entails an efficient process to ensure that studies are comprehensive, objective, technically accurate, and complete, while maintaining a focus on the schedule established for the review. Our approach includes consistent and regular interaction and communications between staff, our team and other interested/responsible governmental agencies and parties, as appropriate, allowing for frequent exchange of information without loss of time or resources.
Our range of types of CEQA studies includes Categorical Exemptions, Initial Studies, Negative Declarations, Mitigated Negative Declarations, Project/Program/Focused/Supplemental/Subsequent and Addendum Environmental Impact reports (EIR’s), consistency checklists, as well as mitigation monitoring programs. We can assist the City with recommendations and scoping for the appropriate CEQA and NEPA documentation and, should an EIR be the determined clearance, CSG can lead the preparation of response to comments and any required findings of facts/statement of overriding considerations. We are also ready to assist the City with project stakeholder coordination, filing of public notices, participation in public hearings and complete project management services throughout the environmental review process.
Approach to Environmental Planning
CSG planners are environmental stewards for our natural and built environments. CSG’s approach to any environmental documentation (whether for CEQA or NEPA) is to understand and analyze each project based on the environmental issues that are pertinent to a project. CSG’s approach to environmental documentation emphasizes technically solid, impartial analysis, and active management to keep projects on schedule and within budget. We pride ourselves on our ability to turn products around quickly and effectively without sacrificing quality and accuracy.
CSG recognizes that future City projects, depending on their type, size and issues of concern, may require several different types of CEQA and NEPA processes. For NEPA, the evaluation and associated environmental assessment will be prepared in accordance with the format and content specified by the NEPA lead agency. For CEQA, the work program will be initiated following the completion and confirmation of the Project Description. As directed by the City, CSG can then proceed with the preparation of an Initial Study pursuant to Appendix G of the CEQA Guidelines.
The Initial Study will provide a screening and threshold review for each topical area in order to confirm and proceed with the appropriate CEQA clearance review.
Additionally, and more specifically, we embrace the following steps in the review process:
Establish a communications protocol and technical leads, including subconsultants and other key team members to ensure project critical information is efficiently and accurately conveyed across the team. Ensure roles/responsibilities are clear for efficient management of assignments and quality control of services and deliverables.
Utilize experienced staff with extensive relevant experience who will do the job right the first time. Agree on initial project schedule and budget and a protocol for updating status on both during all project phases. Determine key project description details with the City early to facilitate accurate and consistent reviews and analysis. Verify that the technical approach/scope of services, as conveyed in the proposal, meet City expectations following completion of the Project Description.
Collaborate up front with the City on standard templates for project deliverables, including peer review technical memoranda and CEQA document components.
135
13 Communications and Techniques. As previously mentioned, CSG’s goal is to provide cost-effective, technically sound, and legally defensible environmental consulting and documentation services to our municipal clients. To this end, we emphasize frequent, informal communications with agencies and prepare concise verbal and written summaries of project information that can be readily shared with project participants and City staff. Our firm’s management style involves “no surprises”, which means that if we encounter a challenge or constraint, we will immediately notify the City and be prepared to provide proven, short and/or long-term strategies for remedying any situation we encounter.
Our project management philosophy revolves around an infrastructure of effective communications and problem solving, resulting in effective results for a particular situation.
Developing Project Descriptions and Context. One of the most important factors in preparing a legally defensible environmental document is having a complete and accurate understanding of the proposed project/action prior to initiating environmental analysis or review. Taking the time to fully describe “the whole of the action” can result in significant time and cost savings. Further, initiating technical studies and starting the CEQA process at the appropriate time eliminates the need to backtrack and redo analysis due to new or changing project circumstances. CSG will assist City staff in defining the precise location and boundaries of all of the components, facilities, and associated infrastructure to be studied for a proposed project. CSG will also assist the City in identifying opportunities to keep a project moving forward, despite uncertainties. For example, if a specific utility alignment is not yet known, CSG can evaluate a larger area in the field in order to provide flexibility in the project design, while allowing the environmental studies to proceed.
Conducting Preliminary Environmental Compliance Review. CSG’s proposed approach to preparing environmental documentation is reflective of our experience in dealing with the preparation of documentation for a wide range of projects. After conducting a preliminary environmental compliance review to confirm whether and at what level a project is subject to CEQA, CSG will consider whether a statutory or categorical exemption may apply and provide the appropriate recommendation. CSG will also evaluate whether a project may be eligible to utilize one or more of the applicable CEQA streamlining provisions.
Preparing Initial Studies. When it is determined that a project/action is subject to CEQA and no statutory or categorical
exemptions/exclusions apply, CSG would recommend that an Initial Study be prepared to determine the level of CEQA clearance that is required. An Initial Study is the common supporting review documentation for a (mitigated) negative declaration determination.
In certain instances, we know early on that a proposed activity may have the potential to result in significant impacts and that the preparation of an EIR will be required. In these cases, depending upon a project’s circumstances, CSG can either bypass the preparation of an initial study and immediately proceed with preparing an EIR, or we may recommend that it is beneficial to prepare an Initial Study as a tool for scoping an EIR to only those topical areas that may result in a potentially significant impact.
Preparing EIRs. When there is substantial evidence that a proposed project or action may result in potentially significant impacts on the environment, CSG provides the technical capabilities and expertise to assist our agency clients in preparing an EIR, including, but not limited to: defining the project description, identifying stakeholders and affected agencies, maintaining the administrative record, preparing and distributing the notice of preparation for a 30 day review, conducting a scoping meeting, preparing supporting technical reports and Administrative Draft EIR for internal review, preparing and circulating the Public Review Draft EIR for a 45 day review period, drafting responses to comments, preparing the Final EIR and Mitigation Monitoring and Reporting Program, preparing 136
14 Findings of Facts, and, as necessary, preparing a Statement of Overriding Considerations to support a lead agency’s final decision on a project.
Leveraging Knowledge of Local, State, and Federal Regulations. CSG regularly works with regulatory agencies through the CEQA process to identify, discuss, and resolve key environmental issues, as well as during the regulatory permitting phases of a project. We have professional working relationships with local, State, and Federal agency staff and can facilitate discussions and meetings as needed for items and issues for discussion. Our management and technical staff have excellent working relationships with Caltrans, California Department of Fish and Wildlife, the Regional Water Quality Control Boards, California Housing and Community Development, the Army Corps of Engineers, and other State and Federal agencies.
Public Input Processes and Dissemination of Information. CSG will help the City ensure that responses to public comments received on environmental documents are complete and accurate for the purposes of CEQA. CSG can assist the City in preparing robust community outreach plans that include ongoing public engagement opportunities, or we can attend public hearings and meetings either to answer questions on the City’s behalf or present our findings to the decision-making body. Should any additional/new public comments be raised at these hearings and meetings, CSG can assist the City in appropriately responding to these comments.
Ensuring Compliance with Processing and Legal Requirements. The CSG team has historically prepared CEQA documentation for low to highly controversial projects and we have an excellent record of legal defensibility for the documentation we prepare. We exercise particular care to ensure that CSG’s environmental documents contain thorough environmental analysis and explicitly document all data sources and research contacts. This approach reduces the potential for successful legal challenges and assists lead agencies in preparing the administrative record.
CSG staff are experienced in conducting environmental review for controversial projects and we have developed research and documentation techniques that can reduce the potential for legal challenges.
Quality Assurance/Control. CSG is committed to providing high quality documentation that engenders client satisfaction, meets the needs of the project, and withstands legal scrutiny. Therefore, conducting in-house QA/QC reviews concurrently with the preparation of written technical documents is a critical part of our delivery of technically sound and legally defensible environmental documents. Our approach to achieving the envisioned level of quality includes the following steps: First, our QA/QC process begins with the assignment of staff members who have the appropriate technical expertise to complete the work. Second, all work products are prepared with oversight and reviewed by an assigned technical lead. Third, upon completion of the first internal draft of a technical document or report, it is reviewed by the project manager for consistency with the project description, compliance with the approved scope of work, and technical accuracy. Once the documentation has been revised and updated to the satisfaction of the project manager, it is sent to our technical editor for review of grammar, proper nomenclature, references, and methodology consistency. The last step before the document is submitted to the City is a thorough and complete word processing review that produces a correctly formatted document, with accurate references to tables, exhibits, appendices, and the table of contents. Only then is the document submitted to the City for review. 137
15 3. PROFESSIONAL SERVICES AGREEMENT
CITY’S STANDARD PROFESSIONAL SERVICES AGREEMENT
CSG confirms it can comply with the terms and conditions of the City’s Standard Professional Services Agreement as attached to this RFP.
138
16 4. COMPLIANCE
COMPLIANCE STATEMENT
CSG shall comply with the California Labor Code pursuant to said regulations entitled: Federal Labor Standards provisions, Federal Prevailing Wage Decision, State of California Prevailing Wage Rates, and the City of Malibu’s Minimum Wage Ordinance.
139
17 5. LITIGATION
LITIGATION HISTORY (PAST FIVE YEARS)
Eric and Jen Hoogeveen.
The claimant alleged damages to their sump pump outlet pipe due to a resurfacing project for which CSG was providing construction management services in July of 2019. The case was settled in January 2020 for an amount of $2,250.
Stephen Estrella v. City of South San Francisco Code Enforcement, a Public Entity, et al. (Case #20-CIV-05257). A CSG employee was driving his personal vehicle and allegedly drove over Stephen Estrella’s foot while the CSG employee was working for the City of South San Francisco. A claim was made against the CSG employee’s auto insurance, and damages were paid. On November 24, 2020, a lawsuit was filed against the City of South San Francisco and CSG for the same incident. The case was settled and closed on February 23, 2024.
Tilafaiga Taape, Jr. v. Rosemary Hanson and CSG Consultants. The property owner at 34 Visitacion Avenue in Brisbane was named along with CSG for a railing that failed on private property. CSG provides services to the City of Brisbane for building plan review and inspection. CSG was released from the case since it was not involved in the condition of the existing railing on the private property. The CSG dismissal forms for this case were completed on March 2, 2021. 140
18 6. FEES
HOURLY RATE SCHEDULE
CSG’s fee schedule has been provided as a separate file, per the City’s request. 141
19 7. TIMELINE
TIMELINE FOR CONTRACT AWARD
CSG understands the City intends to award a contract for services to begin in August 2024, with a professional service agreement base term of two years.
142
APPENDIX A
Resumes
143
144
1 Glenn Lajoie, AICP
PRINCIPAL, DIRECTOR OF ENVIRONMENTAL PLANNING
Mr. Lajoie has over 35 years of experience in the practice of CEQA/NEPA environmental review and Community Planning for clients and agencies throughout California. His range of environmental review studies has included policy, land development and infrastructure projects. Along with an extensive background in CEQA/NEPA, his practices have also encompassed policy planning programs, such as General Plans, Specific Plans, neighborhood studies and due diligence analysis. Mr.
Lajoie’s skill set includes project and budget management, quality assurance, meeting facilitation, agency staff service assistance, and third party/peer review verification of analysis and findings. His primary objective as a professional planner has always focused on assuring integrity, quality and legal defensibility of analysis and processes, culminating in win-win solutions for clients and communities.
Mr. Lajoie has an extensive background with local and regional agencies throughout California. The geographic context is wide ranging including: resort and destination projects in the Town of Mammoth Lakes; numerous infrastructure and water availability/desalination project reviews in the Community of Cambria; city center and neighborhood revitalization opportunities in Lancaster: over two million square feet of expansion for the Raytheon Corporate facility in El Segundo; Long Point (Terranea Resort) in Rancho Palos Verdes; downtown high rise and mixed-use proposals in Long Beach; The 2035 General Plan Update for Buena Park; buildout of the Cypress Business Park Master Plan in Cypress; campus modernization and enhancement projects at the University of California, Riverside and the master plan for beautification and growth at the Hotel Del Coronado.
Relevant Project Experience
Amazon Delivery Station IS/MND, West Covina
Beverly Hills Gardens and Montage Hotel Mixed
Use Project EIR
Brookhurst/Adams Intersection Improvements
EIR, Huntington Beach
Dana Point Town Center IS/MND, Dana Point
Department of Water and Power Specific Plan
Amendment EIR, Seal Beach
Downtown Fairfield Justice Center Campus
IS/MND, Solano County
Historic Downtown Upland Specific Plan/EIR, Upland
Hyundai North American Corporate Campus EIR,
Fountain Valley
In-house CEQA Training, Laguna Beach
Janss Marketplace Hotel EIR, Thousand Oaks
Lincoln (Nelles) Specific Plan EIR, Whittier
Mammoth Yosemite Airport Regional Air Service
IS/MND, Mammoth Lakes
Manteca Marketplace Section 15183 CEQA
Consistency Checklist, Manteca
Mission Viejo Medical Center Office Building EIR
North Third Street Mixed Use IS/MND, Burbank
Oasis Road Specific Plan Master EIR, Redding
On-call Environmental Planning Service, Calaveras County On-call CEQA Review, Colma
Palmdale Transit Village Specific Plan/EIR, Palmdale
Piercy Road Industrial Warehouse IS/MND, San Jose
Robinson Ranch North EIR, Yucaipa
South Pasadena Downtown Revitalization Project
EIR, South Pasadena
South San Francisco 2040 General Plan Update EIR
Southeast Development Area Specific Plan Program
EIR, Fresno
The Colonies at San Antonio Specific Plan EIR, Upland Education
Master’s Degree in Public Policy
and Administration
California State University
Long Beach, California
Bachelor of Arts, Geography/
Urban Studies
California State University
Long Beach, California
Professional Affiliations
American Planning Association
(APA)
Association of Environmental
Professionals (AEP)
145
1 Gena Guisar, AICP
PRINCIPAL PLANNER
Ms. Guisar, AICP, is a highly experienced urban planner in both the private and public sectors. Ms. Guisar has designed and managed a wide variety of development applications and led teams through the entitlement and environmental review process. Her approach to General Plan Updates, Specific Plans, master planning, CEQA compliance, yield studies, code analysis, historic research, demographic studies, conceptual grading and conceptual landscape design involves placemaking, sustainability, and economic feasibility. Ms. Guisar’s thorough knowledge of the principles and practices of urban and regional planning, zoning, and subdivision concepts makes her an asset to any development team. The scale and scope of Ms.
Guisar’s projects not only require her to be creative and detail oriented, but flexible, adaptable and multidisciplinary.
Relevant Project Experience
Contract Principal Planner | City of Carson, California – Ms. Guisar recently served as the Interim Planning Manager for the City of Carson. She currently serves as a Contract Principal Planner where she manages several highprofile, complex entitlement projects. Ms. Guisar oversees every aspect of each project, including coordination with the applicant team and city staff, project review, public outreach, schedule and budget management, preparation of staff reports and notices, and presentations to elected officials and stakeholders. Ms. Guisar is also responsible for the CEQA compliance documentation, which is an EIR for all projects.
Contract Principal Planner | City of Norwalk, California – Ms. Guisar is currently assisting the City of Norwalk in the project management of a large mixed-use TOD redevelopment project. Ms. Guisar oversees all aspects of the project including due diligence, CEQA compliance, urban design, public outreach, the Specific Plan and the Development Agreement. Ms. Guisar coordinates closely with City Staff, subconsultants and the applicant team while maintaining schedules and budgets.
Contract Principal Planner | City of Palos Verdes Estates, California – Ms. Guisar is preparing the sixth cycle Housing Element Update for the City of Palos Verdes Estates. Ms. Guisar’s involvement includes extensive meetings and coordination with the California State Department of Housing and Community Development, community outreach and public hearings.
Contract Principal Planner | City of El Segundo, California – As a contract principal planner, Ms. Guisar led the effort to administer an SB 2 grant for the City of El Segundo. The SB 2 grant will fund several activities related to the City’s Housing Element Update, such as public outreach, the housing sites inventory, zoning analysis, and housing-related ordinances.
In addition, Ms. Guisar also managed other complex entitlement projects, prepares agendas, reviews and prepares reports; and conducts presentations to elected officials, commissions, and citizen groups.
Contract Principal Planner | City of Fullerton, California – Ms. Guisar provided oversight for design and development review for various projects within the City of Fullerton. Ms. Guisar’s services included zoning text amendments, ordinance preparation, and coordination with various City staff.
Contract Planner | City of Garden Grove, California – In her role as a contract Planner for the City of Garden Grove, Ms. Guisar managed a variety of development applications, reviewed and processed administrative permits, and participated in long range planning efforts. Ms. Guisar services also included the preparation of reports and presentations to the Zoning Administrator, Planning Commission and City Council.
Education
Masters, Urban and Regional Planning
University of California, Irvine
Bachelor of Arts, Social Science
Research & Analytical Methods
University of California, Irvine
Professional Affiliations
ULI Women’s Leadership Initiative
Council Member
American Planning Association
American Institute of Certified
Planners
Urban Land Institute
ULI NEXT Council Member
UCI MURP Graduate Student Mentor
146
14 Leila Carver, PTP
SENIOR PLANNER
Ms. Carver serves as a Senior Planner for CSG Consultants. Ms. Carver has experƟse in project management, CEQA, GIS and demographic research and excels in leadership and customer service. She gained skills and knowledge in many areas of transportaƟon planning from her nine years of experience with Caltrans. Ms. Carver is an independent worker, has outstanding verbal and wriƩen communicaƟon skills, and is an integral part of the CSG team.
She is currently serving as a ConsulƟng Planner for the ciƟes of TusƟn, Oxnard and Town of Colma and serves as a Board Member for the APA California Chapter, Orange SecƟon.
Relevant Experience
Planner | City of TusƟn, California. Ms. Carver serves as a planner for the City of TusƟn where she manages complex discreƟonary permit cases. She also provides mapping services to the staff.
Planner | City of Oxnard, California. Ms. Carver serves as a planner for the City of Oxnard where she assists with complex discreƟonary permit cases.
Planner | City of El Segundo, California. Ms. Carver serves as a planner for the City of El Segundo where she assists with complex discreƟonary permit cases. Ms. Carver conducts project review, prepares staff reports and noƟces, presents to community and stakeholders and coordinates with applicants and their consultants as part of these efforts.
Planner | Town of Colma, California. Ms. Carver provides planning and transportaƟon planning services to the Town of Colma by assisƟng with the Town’s Bike and Pedestrian Master Plan, General Plan Update and Environmental Impact Report, and Climate AcƟon Plan Update.
Planner | City of Burbank, California. Ms. Carver served the Planning Division with the review and processing of several proposed single-family development special development permits in compliance with the City’s requirements for Neighborhood CompaƟbility Review.
Planner | City of Carson, California. Ms. Carver served as a planner for the City of Carson where she managed several complex discreƟonary permit cases. Ms. Carver conducted project review, managed schedules, prepared staff reports and noƟces, presented to Planning Commission and stakeholders and coordinates with applicants and their consultants as part of these efforts.
She also provided transportaƟon planning experƟse to the City for development and capital improvement projects and fee programs. Ms. Carver parƟcipated in the Community Outreach and Public ParƟcipaƟon team including aƩending mulƟple community events to solicit input from public/community for General Plan Update.
Planner | City of Compton, California. Ms. Carver served as a planner for the City of Compton where she reviewed various development plans, prepared comment leƩers, and assisted City Staff with priority projects. She managed the development review for a transiƟonal housing project for a discreƟonary permit applicaƟon for a conversion from an exisƟng hotel to transiƟonal housing project with supporƟve services. She also parƟcipated in the community outreach efforts/charreƩes for a new Downtown Specific Plan.
EducaƟon
Master, Urban and Regional
Planning
California State Polytechnic
University
Pomona, California
Bachelor of Arts
PoliƟcal Science & Geography -
California State University,
Fullerton
Professional AffiliaƟons
American Planning AssociaƟon
(APA) |
Vice Director Finance, Board
Member for California Chapter
Orange SecƟon
Professional TransportaƟon
Planner TransportaƟon
Professional CerƟficaƟon Board
Awards
Superior Accomplishment Award,
2015
ParƟcipaƟon and leadership on
the Caltrans Development
Review Geobased Tracking
System soŌware applicaƟon
PresentaƟons
Panelist for UCI Diversity Panel
for University of Irvine, CA
Moderator for APA Orange
SecƟon Program July 2020, Zoom
147
15 Other Relevant Experience
TransportaƟon Planner | California Department of TransportaƟon (Caltrans), Local Development-Intergovernmental Review (LD-IGR)/CEQA review Coordinator and Specialist. Ms. Carver was responsible for internal and external coordination for review of Regionally Significant Local Development projects during the local entitlement process, and prior to/during the Caltrans Encroachment Permit process. She provided technical support and training to Planning staff.
InformaƟon Technology/SoŌware Projects
Caltrans Local Development-Intergovernmental Review (LD-IGR) Geo-based Tracking System (GTS) software/website, State of California – Leila provided a leadership role on the Project Team for LD-IGR GTS soŌware applicaƟon including project management, data art and System Logic, development and deployment of soŌware, and district and statewide training. The GTS is LD-IGR’s centralized statewide database that captures, stores, and retrieves documentaƟon and allows mulƟple users to add, update, and query projects simultaneously. This data driven database documents and maps local development programs, plans, projects, and various documents.
Caltrans District 11 Online tracking system, San Diego, California – Lead person for District 11 local development review online tracking system and parƟcipated in development and deployment of Phase 2 of online tracking system with SANDAG and Caltrans GIS.
Transit/GIS Intern | Metrolink Trains/Southern California Regional Rail Authority (SCRRA), Los Angeles, California.
Ms. Carver participated in socioeconomic and demographic research and analysis, and Title VI compliance including assisting with the Wye and Loop Safety project for the 2005 Glendale train crash, and production of maps and chart for Title VI Report.
She assisted with market-based research and analysis using GIS and other tools including ridership projections to support long term strategic planning needs, and customer-based survey research related to service quality and customer satisfaction. She also helped with activities related to SCRRA board meetings and coordinated with joint power member agencies (SCAG, RCTC, SANBAG, OCTA, and LA Metro).
148
1 Farhad Mortazavi
PRINCIPAL PLANNER
Mr. Mortazavi provides principal planner services on behalf of CSG Consultants. Through his over 25 years of experience, he has developed expertise in urban and regional planning, governmental affairs and associated communications, and departmental management in planning, building, and code enforcement. He has held positions including Development Services Director with the City of Shasta Lake, Community Development Director for the City of Millbrae, and has served as a contract CSG Planning Manager for multiple jurisdictions.
CSG Relevant Experience
City Planner | Town of Colma, California. As a contract city planner, Mr.
Mortazavi manages current planning daily operation, including supervision of the Town’s assistant and associate planner, coordinating with stakeholders and other departments, managing major planning permit applications, preparing planning reports for city council consideration, presenting to city council, monitoring Daly City/South San Francisco/San Mateo County projects.
For advance planning, Mr. Mortazavi’s work has included: processing and adoption of Colma’s General Plan (GP) Update and its associated Environmental Impact Report, adoption of Housing Element Update, Town’s first Bike and Pedestrian Master Plan, preparing/processing Economic Development Plan, managed Zoning Code Update for compatibility with General Plan land uses, assisting implementation of Colma’s 2040 General Plan vision, processing/participating in development of: Serramonte Master Plan, El Camino Real Master Plan, Regional Housing Needs Allocation, Countywide Stormwater program, Reimagine SamTrans, and Climate Action Plan.
City Planner | City of Jackson, California. As a contract city planner, Mr. Mortazavi managed current planning daily operations, including: processing all planning permit applications, interacting with all City divisions for project processes and implementation of codes, supervision of the contract assistant and senior planners, coordinating with stakeholders , interacting with City Attorney’s office and the City Manager for legal clearance and operational details, preparing planning reports for consideration by Design Review Committee, Planning Commission, and City Council, and monitoring Amador County and other adjacent municipalities for regional projects.
For advance planning, Mr. Mortazavi’s work included assisting with consultant’s work on City’s Housing Element Update and reviewing and assisting the process of City’s General Plan Update.
Project Manager | City of Hayward, California. Mr. Mortazavi managed State Density Bonus law integration into City’s Zoning Ordinance by processing and presentations to both planning commission and City Council members.
Interim Community Development Director | City of Pinole, California. As the interim director, Mr. Mortazavi oversaw the daily operation of Planning, Building and Code Enforcement Departments, assisted in the selection of Economic Development Plan’s consulting group, oversaw the entitlement process and permitting of a 174-unit transit-oriented senior housing project, assisted in the process and selection of Housing Element Update’s consulting team, and participated in Planning Commission and City Council meetings.
Planning Manager | City of Berkeley, and County of Sonoma, California. Mr. Mortazavi performed management and staff augmentation for the Planning/Community Development Departments and processing of Planning entitlement Education
Masters, Urban Planning
San Jose State University
San Jose, California
Bachelor of Science, Urban and
Regional Planning
Cal Poly Pomona
Pomona, California
Professional Affiliations
American Planning Association (APA)
149
2 applications, performed major development consultations and application processing, performed advance planning consultation including management of updates to Specific Plans and General Plans, and Zoning and regulatory ordinance preparations, and interacted with public agencies and elected officials, and facilitated public meetings Additional Experience
Development Services Director | City of Shasta Lake, California. Mr. Mortazavi performed the following duties:
Supervised Planning, Building, Economic Development and Code Enforcement Divisions. Passed 18 new/amended Ordinances to satisfy City’s socioeconomic needs as the previously adopted Shasta County Ordinance (City incorporated in 1993) was insufficient. Some of new Ordinances includes graffiti abatement; FEMA Ordinance amendment; Accessory Dwelling Units, Reduction in retail parking requirements; amendment to residential densities for different residential zones; public nuisances; administrative citations; camping ordinance; state-mandated building permit expedition; establishment of zoning and zoning maps for commercial cannabis and regulations for commercial cannabis activities from cultivation to manufacturing, distribution and sales of cannabis products. Oversaw (and assisted) the new City Hall and Community Center project’s architecture in floor plans, elevations, and architectural design/features.
Oversaw the design of the new 32-units multilevel Veteran Housing project. Assisted in the site plan of Commercial Center project comprising of a hotel, and a strip mall. Assisted in the expansion of Sierra Pacific Lumber Industries. Conducted Planning Commission meetings, attended City Council, Commissions and community meetings to present recommendations for project approvals and changes to city planning policies. Assured projects’ conformity with CEQA by conducting Initial Studies and preparing Negative Declarations or by reviewing required studies and analysis for EIRs.
Participated in Shasta County regional transportation planning processes - in coordination with local transportation agency, Redding Area Bus Authority (RABA). Prepared Development Services Department’s annual operational budgets.
Community Development Director | City of Millbrae, California. Mr. Mortazavi performed the following duties:
Directed and supervised the operations of Community Development Department comprising of Current Planning, Advanced Planning, Building, Code Enforcement, Housing, Economic Development and oversaw the dissolution of City's Redevelopment Agency between 2012 and 2014. Attended City Council, Planning Commissions, and community meetings to present recommendations for project approvals; changes to city planning policies; and updates on regional planning initiative such as HighSpeed Rail, Millbrae Station Area Specific Plan Amendment, Grand Boulevard (El Camino Real) Initiative, affordable housing projects, etc.
Managed and passed City of Millbrae Economic Development Plan. As part of Economic Development revitalization, oversaw major development opportunities for two sites located at the Millbrae Multimodal BART and Caltrain Station – with one as a BART-owned property with San Francisco International Airport (SFO), Federal Aviation Administration, Caltrain, High-speed Rail, Sam Trans (bus services) and shuttle and taxi services as major stakeholders. Oversaw expansion of major hotel (Aloft) and the new podium-design Safeway grocery store in downtown Millbrae. Managed two mixed-use, transit-oriented developments along El Camino Real business corridor - 142 units Millbrae Paradise condominiums and 54 units Pindera deluxe apartments. Supervised completion of City’s Housing Element Update, adopted in 2013. Managed and passed City of Millbrae Wayfinding Signage program, approved in 2014. Supervised long term maintenance and preservation of buildings, neighborhoods including the Downtown Business District.
150
3 Oversaw revisions and updates to building codes (Green Building Ordinance, adopted by the Council in 2011). Oversaw preparation of Environmental Impact Reports (EIR) for Millbrae Station Area Specific Plan. Prepared Community Development Department’s annual operational budgets for four years.
Design Review Officer | County of San Mateo, California. Mr. Mortazavi performed the following duties:
Performed duties as Design Review (DR) Officer which included conducting bi-weekly design review hearings for the entirety of the County – consisting of County’s Bayside and the Coast-side Design Review applications – of up to 20 permits/month.
Managed staff consisting of the DR assistant, DR interns and administrative assistant. Functioned as a key member of the planning management team responsible for hiring and training of new planners, and coordination with Building, Code Enforcement, Advanced Planning, and administration support staff. Processed various planning permit applications including subdivisions, variances, use permits, coastal development, and open space district permits.
Prepared documents and reports for presentations to County’s Design Review Committee, Zoning Hearing Officer, Planning Commission, and County Board of Supervisors. Processed CEQA environmental review, conducted and published Initial Studies and Mitigated Negative Declarations. 151
1 Sergio Klotz, AICP
PRINCIPAL PLANNER
Mr. Klotz brings more than 35 years of planning experience to CSG and its clients, having held roles as a Planning Manager, Principal Planner, Senior Planner, and Associate Planner throughout his career.
CSG Project Experience
Planner | City of Tustin, California. Mr. Klotz provides plan review and entitlement project management services for various land use applications.
Previous Relevant Experience
Acting Director/Assistant Director | City of San Juan Capistrano, California. As Acting Director (2015-2016) and Assistant Director (2014-2022) for the City of San Juan Capistrano’s Development Services Department, Mr. Klotz assisted in the development of the department budget and objectives, while also serving as Project Manager for a variety of complex development projects. In these roles, he supervised, managed and directed staff members and assisted in secretarial duties for the Planning Commission, Cultural Heritage Commission and Zoning Administration.
Principal Planner | City of Santa Ana, California. For more than 25 years (1986-2014), Mr. Klotz was an integral member of the City of Santa Ana’s Planning and Building Agency (PBA) and Community Development Agency (CDA).
During this time, he held positions that include the following:
Principal Planner (PBA) – 2008-2014
Zoning Administrator (PBA) – 2007-2014
Senior Planner (PBA) – 2002-2008
Interim Downtown Development Manager (CDA) – 2001
Associate Planner (CDA) – 1999-2001
Associate Planner (PBA) – 1990-1999 & 2001-2002
Assistant Planner (PBA) – 1987-1990
Planning Technician (PBA) – 1986-1987
Education
Bachelor of Arts, Urban and
Transportation Planning
San Diego State University
San Diego, California
Professional Affiliations
American Institute of Certified
Planners
152
1 Gina Paolini
SENIOR PLANNER
Ms. Paolini brings more than 30 years of planning experience to CSG, including expertise in CEQA review, current planning, permit center procedures and code enforcement. She also possesses a comprehensive knowledge of General Planning Law, The Subdivision Map Act, and other state and federal laws related to planning (SB330 and SB35). Ms. Paolini has spent 23 years alone managing public sector planning agencies.
Prior Project Experience
Principal Planner | City of Morgan Hill, California. Ms. Paolini served as the Principal Planner for the City of Morgan Hill for a nine-year period. In this role, she was responsible for providing technical reviews of all staff reports and public hearing notices, while managing the publication of the Planning Commission agenda. Ms. Paolini also managed, coached and mentored planning and support staff, in addition to collaborating with clerical staff to update procedures manuals. Notable programs/projects she was directly involved with during her time with the City include:
Principal-in-Charge of the City’s Growth Control Program, known as the “Residential Development Control System.” Principal-in-Charge of the development of the Objective Design Standards, as well as SB 330 and SB 35 residential development processes
Coordinated review of NEPA compliance and HUD funding documentation for 100% Affordable Housing developments.
Management Specialist | County of Monterey, California. As Management Specialist for the Code Enforcement Division, Ms. Paolini assisted the Chief Building Official with administrative oversight of staff—including planning, organizing, scheduling, assigning and managing the work of technical and support personnel. She was also responsible for analyzing and recommending improvements for the Code Enforcement Hearing Officer program, including new policies and procedures to facilitate success. Additional duties included providing land use expertise to Code Enforcement staff and acting as a liaison for the Planning Department to help clear cases.
Senior Planner/Principal Planner | County of El Dorado, California. For a 12-year period, Ms. Paolini served as Senior Planner/Principal Planner for El Dorado County, managing the Planning Division for Development Services. In this role, she supervised staff planners and consultants in a variety of planning functions, including current planning, permit compliance, and permit center operations. Ms. Paolini also worked directly with the Deputy Director and fiscal unit to review monthly invoices, in addition to working with clerical staff to update Development Services applications.
Senior Planner | City of Scotts Valley, California. For more than four years, Ms. Paolini served as Senior Planner for the City of Scotts Valley, supervising planners in a variety of planning functions. These included, but were not limited to current planning, permit compliance, permit counter and grant administration. She wasresponsible for interviewing, hiring, training and evaluating new planning staff—while also overseeing the work of existing planning staff assigned to work for the City.
Additionally, Ms. Paolini prepared annual State of the City reports and worked with the Director to prepare yearly budgets.
Education
Bachelor of Science
City and Regional Planning
California State Polytechnic
University
San Luis Obispo, California
Professional Affiliations
Ongoing Training Through UC
Extensions and San Francisco
Bay Area Planning and Urban
Research Association (SPUR)
Annual CEQA and Land Use
Updates and Housing Law
Updates
153
1 Liza Debies
SENIOR ENVIRONMENTAL PLANNER
Liza Debies has more than 12 years of professional experience and more than 8 years of experience in managing the preparation of CEQA and NEPA documents, including EIRs, IS/MNDs, Addenda, Environmental Assessments (EAs), and Categorical Exemptions and Categorical Exclusions. She has completed CEQA and/or NEPA documentation for public infrastructure, materials recovery facilities (MRFs), mixed-use developments, residential, commercial, retail, transportation, industrial, recreational, and institutional projects. She has expertise in aesthetics, land use and planning and land use compatibility, transportation and circulation, utilities and services systems, and alternatives analysis, as well as in evaluating large public infrastructure projects.
Relevant Project Experience
Walnut Creek – Mixed Use Special District Project Supplemental EIR, City of Walnut Creek, California. Ms. Debies managed the prepara�on of a Supplemental EIR for the Mixed Use Special District Project in the City of Walnut Creek.
The project would create an Auto Sales–Custom Manufacturing Mixed Use Special District overlay on approximately
6.2 acres owned or controlled by Toyota Walnut Creek.
2023–2031 (6th Cycle) Housing Element Update Program EIR, City of Pleasanton, California. Ms. Debies managed the prepara�on of the Housing Element Update Program EIR for the City of Pleasanton. Under Ms. Debies’s management, the City prepared streamlined CEQA documents for several of the housing sites iden�fied in the Housing Element Update.
Solid Waste and Recycling Transfer Sta�on Replacement Project EIR, City of Berkeley, California. Ms. Debies managed the prepara�on of the Solid Waste and Recycling Transfer Sta�on Replacement Project EIR for the City of Berkeley Public Works Department, Zero Waste Division (Zero Waste Division).
Oak Park Proper�es Specific Plan EIR, City of Pleasant Hill, California. Ms. Debies managed the prepara�on of an EIR for a 15-acre Program Area, which included a new public library, housing, and athle�c fields.
Del Hombre Apartments Project EIR, Contra Costa County, California. Ms. Debies managed the prepara�on of an EIR for the construc�on of a 284-unit apartment building on a 2.40-acre site located in the unincorporated area of Walnut Creek, next to the Pleasant Hill BART/Contra Costa Center Bart Transit Village.
College Creek Apartments Project Consistency Checklist, City of Santa Rosa, California. Ms. Debies managed the prepara�on of a 15183 Consistency Checklist for the College Creek Apartments Project in the City of Santa Rosa. The project site is 7.49 acres (gross) with 1.67 acres of the parcel reserved for an exclusive easement to Sonoma Water for flood channel maintenance associated with College Creek, and public ROW dedica�on for the creekside pedestrian trail. The remaining 5.82 acres would be developed with three residen�al buildings with a total of 168 dwelling units, community center, pool, and other ameni�es.
Billboard Ordinance Update Project IS/MND, City of Orange, California. Ms. Debies managed the prepara�on of an IS/MND to amend the City's Billboard Ordinance to allow for reloca�on, which included the conversion of an exis�ng sta�c billboard display to a digital display.
Education
Bachelor of Arts,
Environmental Studies
Minor in Anthropology, with
Honors, Pitzer College,
Claremont, California
Study Abroad, visiting student in
Biotechnology, Athlone Institute
of Technology, Ireland, 2011
154
1 Kelli Allen
ASSOCIATE ENVIRONMENTAL PLANNER
Kelli Allen serves as an Associate Environmental Planner for CSG Consultants and is currently providing staff support to CSG clients. Ms. Allen’s background aligns well with her roles and growth as a contributor to the environmental practice and CEQA compliance study assignments at CSG. Ms. Allen is a recent graduate of UCLA, earning a Bachelor of Arts Degree in Geography, with a focus on Environmental Studies, and in Political Science. Her responsibilities with the project review will include research and background baseline information for various topical areas.
Relevant Project Experience
Janss Marketplace Hotel EIR | City of Thousand Oaks, California. Ms. Allen assisted in the preparation of an environmental impact report to evaluate the potential environmental impacts of the development of a hotel at 225 North Moorpark Road in Thousand Oaks. The proposed project includes demolition of the current two-story retail building, to be replaced by a fivestory dual hotel and retail pad, the creation of a map to designate airspace rights, and a zoning change to the footprint of the hotel to increase the building’s height limitation. (2022-2023).
ARCO Commercial Center and Car Wash Project | Plymouth, California. Ms. Allen assisted in the preparation of an initial study/mitigated negative declaration to evaluate the potential environmental impacts of the development of a commercial store, gas station, and car wash at 18725 CA 49 in Plymouth. The proposed project includes development of the currently vegetated site to construct a fuel canopy, car wash, convenience store, and parking lot, a general plan amendment, and a zoning change to accommodate the high-traffic commercial use in the downtown area. (2023) 1890 South Coast Highway IS/MND | Laguna Beach, California. Ms. Allen is assisting in the preparation of an initial study/mitigated negative declaration to evaluate the potential environmental impacts of the development of a mixeduse retail and residential project at 1890 South Coast Highway in Laguna Beach. The proposed project involves the demolition of an existing car wash facility to be replaced by a mixed-use retail and residential complex with a subterranean garage and approximately 5,200 square feet of deck area. (2023-On-going) Safety Element Update | Gustine, California. Ms. Allen is assisting in the preparation of a safety element update for the City of Gustine. The element evaluates the future hazard risks associated with fire, flood, dam inundation, seismic and geologic conditions, cybercrime, outdated emergency services infrastructure and staffing, and climate change in Gustine. (2023) Sewer Line Reconstruction Project IS/MND | Millbrae, California. Ms. Allen is assisting in the preparation of an initial study/mitigated negative declaration to evaluate the potential environmental impacts of the development of upgraded sewer infrastructure in the City of Millbrae. (2023-On-going) M&J Pallet Building IS/MND | San Bernardino, California. Ms. Allen assisted in the preparation of an initial study/mitigated negative declaration to evaluate the potential environmental impacts of the development of a pallet building warehouse the County of San Bernardino. The proposed project involves the demolition of all existing on-site improvements, to be replaced by an approximately 22,267 square foot commercial warehouse and parking and circulation system improvements. (2023)
Education
Bachelor of Arts Degree,
Geography/Environmental Studies and
Political Science with International
Relations Concentration.
University of California
Los Angeles
Minor in Global Studies
University of California
Los Angeles
Wildlands Studies Belize Program
Concentration in Environmental
Conservation
Environmental Wildlands Studies
Environmental Field Survey
Wildlands Environment and Culture
Western Washington University
Professional Affiliations
Association of Environmental
Professionals Member
155
Gena Guisar, AICP | Principal Planner
CSG Consultants
3707 W Garden, Suite 100
Garden Grove, California, 92868
Tel: 714.568.1010
Fax: 714.568.1028
Email: [email protected]
Website: www.csgengr.com
Foster City • Orange • Sacramento • Pleasanton • San Jose • Newman • Fresno • Paso Robles
PROJECT CONTACT
156
CITY OF
MALIBU
Proposal/Qualifications Prepared By
CSG CONSULTANTS
3707 W. Garden Grove Blvd., Suite 100 | Orange, CA 92868 TEL : 714.568.1010 | FAX : 714.568.1028
www.csgengr.com
Fees - Cost Proposal
JULY 8, 2024
157
18 6. FEES
HOURLY RATE SCHEDULE
CSG’s fee schedule for Planning personnel is provided in the table below.
PERSONNEL / ROLE HOURLY RATE
GIS Technician $133
GIS Analyst $145
GIS Manager $192
Planning Technician $125
Planning Technician $125
Assistant Planner $145
Associate Planner $166
Senior Planner $182
Principal Planner $197
Planning Manager $223
Planning Director $239
Assistant Environmental Planner $151
Associate Environmental Planner $171
Senior Environmental Planner $187
Environmental Director $223
Sustainability Programs Analyst $156
Sustainability Programs Manager $208
Principal-in-Charge $244
Note: All hourly rates include overhead costs including, but not limited to, salaries, benefits, Workers Compensation Insurance, travel and office expenses. Overtime work will be billed at 1.5x the hourly rates indicated in the table above. On July 1 of each year following the contract start year, CSG will initiate a rate increase based on change in CPI for the applicable region. CSG will deliver an invoice every month for services rendered during the prior month.
158
Gena Guisar, AICP | Principal Planner
CSG Consultants
3707 W Garden, Suite 100
Garden Grove, California, 92868
Tel: 714.568.1010
Fax: 714.568.1028
Email: [email protected]
Website: www.csgengr.com
Foster City • Orange • Sacramento • Pleasanton • San Jose • Newman • Fresno • Paso Robles
PROJECT CONTACT
159