AGENDA
City Council
Wednesday, April 19, 2023
City Council Chamber – Norco City Hall
2820 Clark Avenue, Norco, CA 92860
CALL TO ORDER 6:00 PM
ROLL CALL Robin Grundmeyer, Mayor
Kevin Bash, Mayor Pro Tem
Katherine Aleman, Council Member
Berwin Hanna, Council Member
Greg Newton, Council Member
CLOSED SESSION
§54956.8 - Conference with Legal Counsel - Real Property Negotiation Property: APNs: 131-112-002, 131-112-003, 131-112-004, 131-112-005, 131-112- 006, 131-112-013, and 131-112-014
City Negotiator: City Manager Lori Sassoon
Under Negotiation: Price and Terms
§54954.5 - Conference with Legal Counsel - Anticipated Litigation Significant exposure to litigation pursuant to paragraph (2) of subdivision (d) of Section 54956.9 - 1 Potential Case
§54957.6 – Conference with Labor Negotiator
Negotiating Party: City Manager Sassoon
Norco General Employees Association, Utility Workers Union of America, AFL-CIO Local 606, Unrepresented Employees: Mid-Management, Confidential, and Management Employees
RECONVENE PUBLIC SESSION 7:00 PM
REPORT OF ACTION(S) TAKEN IN CLOSED SESSION
PLEDGE OF ALLEGIANCE Mayor Robin Grundmeyer
INVOCATION Pastor Fred Griffin
Corona Church of the Open Door
PROCLAMATION
National Volunteer Month
PRESENTATION Homeless Solutions Dashboard
Karen Roper, Homeless Solutions
Manager City of Corona
City Council Agenda - April 19, 2023
1. CITY COUNCIL REPORTS ON REGIONAL BOARDS
2. CONSENT CALENDAR
All items listed under the Consent Calendar are considered to be routine and may be enacted by one motion. Prior to the motion to consider any action by the presiding governmental body, any public comments on any of the Consent Items will be heard. There will be no separate action unless members of the governmental body or the audience request specific items be removed from the Consent Calendar. Items removed from the Consent Calendar will be separately considered under Item 3 of the Agenda.
2.A. Waive Reading of all Ordinance Adoptions on this Agenda and Read by Title Only.
RECOMMENDATION:
Waive reading, by title only, of all Ordinances and Resolutions. Said Ordinances and Resolutions which appear on the agenda shall be determined to have been read by title and further reading waived.
Staff Report - Pdf
2.B. Approval of City Council Regular Meeting Minutes.
RECOMMENDATION:
Approve the City Council Regular Meeting Minutes of March 15, 2023.
Staff Report - Pdf
2.C. Recap of Actions Taken by the Planning Commission at its Meeting Held on April 12, 2023
RECOMMENDATION:
Receive and file the recap of actions taken by the Planning Commission at its meeting held on April 12, 2023
Staff Report - Pdf
2.D. Approve the Procurement of KACE Systems Management Appliance (SMA) and Systems Deployment Appliance (SDA) Software Licenses RECOMMENDATION:
Approve the purchase of KACE SMA and SDA licenses in an amount not to exceed $53,560 over a five (5) year term and authorize the City Manager to approve contract change orders up to $5,000 per each fiscal year to accommodate for additional licenses for potential growth in equipment, for a total of $58,560.
Staff Report - Pdf
City Council Agenda - April 19, 2023
2.E. Quarterly Investment Report for Quarter Ended March 31, 2023 RECOMMENDATION:
Receive and file the Quarterly Investment Report for the Quarter Ended March 31, 2023.
Staff Report - Pdf
2.F. Consulting Contract with PlaceWorks for California Environmental Quality Act (CEQA) Compliance Services
RECOMMENDATION:
Authorize staff to process a Project Management Consultant Contract with PlaceWorks for CEQA compliance services.
Staff Report - Pdf
2.G. Execution of a Cooperative Agreement between the City of Norco, the Riverside County Flood Control & Water Conservation District, and CRP LDF Palomino, LLC for the South Norco Channel (Stage 2) RECOMMENDATION:
Approve the Cooperative Agreement between the City of Norco, the Riverside County Flood Control & Water Conservation District, and CRP LDF Palomino, LLC for the South Norco Channel (Stage 2).
Staff Report - Pdf
2.H. Suspension of Special Event Business License requirement for Citywide Sponsored/Hosted Special Events by the Community Services Department RECOMMENDATION:
Adopt Resolution 2023-14, suspending Special Event Business License Fees for Citywide Sponsored/Hosted Special Events.
Staff Report - Pdf
City Council Agenda - April 19, 2023
2.I. Professional Legal Services Contract with Downey Brand, regarding Riverside Transmission Reliability Project (RTRP)
RECOMMENDATION:
Approve a Professional Legal Services Contract, as recommended by RTRP Subcommittee, with Downey Brand to advocate for undergrounding of RTRP Powerlines; and authorize the Finance Director to move $175,000 from undesignated reserves into the General Fund, and appropriate the $175,000 to the Downey Brand contract.
Staff Report - Pdf
3. ITEM(S) PULLED FROM CONSENT CALENDAR
4. PUBLIC COMMENTS
This is the time when persons wishing to address the presiding governmental body regarding matters not on the agenda may be heard. Please submit a speaker card to the Meeting Clerk. Please limit comments to three minutes or less. The Ralph M. Brown Act limits the governmental body’s ability to respond to comments on non-agendized matters at the time such comments are made.
The governmental body shall not discuss or act relative to any general public comment.
5. LEGISLATIVE MATTERS
5.A. Ordinance No. 1096, Second Reading: Amend Specific Text in Chapter 6.12 "Dogs, Licensing, Control, Rabies"
RECOMMENDATION:
Adopt Ordinance No. 1096, Second Reading, to amend specific text in Norco Municipal Code Sections 6.12.130 and 6.12.150 to make corrections and ensure consistency pertaining to Vicious Dogs. Code Amendment 2023-02.
Staff Report - Pdf
6. PUBLIC HEARING(S)
Order of Presentation for Public Hearing Items:
1. Staff Report Presentation
2. Council Questions of Staff
3. Open Public Hearing
a. Public Comment
4. Close Public Hearing
5. Council Discussion and Action
City Council Agenda - April 19, 2023
6.A. Public Hearing: Adopt an in-lieu fee schedule for Ownership Housing and Apartment Development Projects subject to the Norco Municipal Code Chapter 18.70 “Inclusionary Housing Program”.
RECOMMENDATION:
Adopt Resolution No. 2023-15, to establish an In-Lieu Fee Schedule related to the “Inclusionary Housing Program”.
Staff Report - Pdf
7. CITY COUNCIL / STAFF COMMUNICATIONS
8. ADJOURNMENT
In compliance with the Americans with Disabilities Act, any person who requires a modification or accommodation in order to participate in this meeting is encouraged to contact the City Clerk’s Office at (951) 270-5623 or [email protected] at least 48 hours prior to the meeting so that reasonable arrangements can be made to ensure accessibility. Staff reports are on file in the City Clerk’s Office. Any writings or documents provided to a majority of the presiding governmental body regarding any item on this agenda will be available for public inspection at the City Clerk’s Office during normal business hours at Norco City Hall, located at 2870 Clark Avenue in Norco. The meeting is recorded.
City Council
STAFF REPORT
Date: April 19, 2023 Agenda Item:
2.A.
To: Honorable Mayor and City Council Members
Prepared By: Dana Roa, City Clerk
Department: City Clerk
SUBJECT:
Waive Reading of all Ordinance Adoptions on this Agenda and Read by Title Only.
RECOMMENDATION:
Waive reading, by title only, of all Ordinances and Resolutions. Said Ordinances and Resolutions which appear on the agenda shall be determined to have been read by title and further reading waived.
REVIEWED AND APPROVED BY:
City Council
STAFF REPORT
Date: April 19, 2023 Agenda Item:
2.B.
To: Honorable Mayor and City Council Members
Prepared By: Dana Roa, City Clerk
Department: City Clerk
SUBJECT:
Approval of City Council Regular Meeting Minutes.
RECOMMENDATION:
Approve the City Council Regular Meeting Minutes of March 15, 2023.
REVIEWED AND APPROVED BY:
Certified as to Availability of Funds: Lisette Free, Finance Director Approved by: Lori Sassoon, City Manager
Approved as to Form: Harper and Burns, LLC, City Attorney ATTACHMENT(S):
Draft Minutes, April 5, 2023
DRAFT - MINUTES
City Council
Wednesday, April 5, 2023
City Council Chamber – Norco City Hall
2820 Clark Avenue, Norco, CA 92860
CALL TO ORDER 5:32 PM
ROLL CALL Robin Grundmeyer, Mayor
Katherine Aleman, Council Member
Kevin Bash, Council Member
Greg Newton, Council Member
ISSUANCE OF OATH OF OFFICE
Presentation of Oath of Office to be administered to newly appointed Council Member Berwin Hanna.
Deputy City Clerk Germain administered the Oath of Office to the newly appointed Council Member Berwin Hanna. Council Member Hanna took his seat at the dais.
REORGANIZATION OF CITY COUNCIL
Election of Mayor Pro Tem
Council Members commented on procedures in electing/appointing a Mayor Pro Tem, and the past practice of the rotation of the position. Staff confirmed the City does not have a set policy on procedures for appointing the Mayor or Mayor Pro Tem positions.
Mayor Grundmeyer opened for public comments:
Norah Williams congratulated Council Member Hanna, and stated her support in appointing him as Mayor Pro Tem.
Mayor Grundmeyer closed the public comments. Council Member Aleman made a motion to continue with the past practice of rotating the Mayor Pro Tem position, and to add for future discussion a set policy on the rotation of Mayor and Mayor Pro Tem.
It was seconded by Mayor Grundmeyer.
A substitute motion was made for the following:
M/S NEWTON/HANNA to elect Council Member Kevin Bash as Mayor Pro Tem for the balance of the term ending in December 2023. The Motion was carried by the following roll call vote:
City Council Minutes - April 5, 2023
AYES: BASH, HANNA, AND NEWTON
NOES: GRUNDMEYER AND ALEMAN
ABSENT: NONE
ABSTAIN: NONE
CLOSED SESSION AT 6:00 PM
§54956.8 - Conference with Legal Counsel - Real Property Negotiation Property: APNs: 131-112-002, 131-112-003, 131-112-004, 131-112-005, 131-112-006, 131-112-013, and 131-112-014
City Negotiator: City Manager Lori Sassoon
Under Negotiation: Price and Terms
§54954.5 - Conference with Legal Counsel - Anticipated Litigation Significant exposure to litigation pursuant to paragraph (2) of subdivision (d) of Section 54956.9 - 2 Potential Cases
§54957.6 – Conference with Labor Negotiator
Negotiating Party: City Manager Sassoon
Norco General Employees Association, Utility Workers Union of America, AFL-CIO Local 606, Unrepresented Employees: Mid-Management, Confidential, and Management Employees
RECONVENE PUBLIC SESSION 7:14 PM
ROLL CALL Robin Grundmeyer, Mayor
Kevin Bash, Mayor Pro Tem
Katherine Aleman, Council Member
Berwin Hanna, Council Member
Greg Newton, Council Member
REPORT OF ACTION(S) TAKEN IN CLOSED SESSION
City Attorney Burns stated there was no reportable actions taken; all items are continued for further discussion in Closed Session following the Regular Meeting.
PLEDGE OF ALLEGIANCE Council Member Greg Newton
INVOCATION Pastor Michelle Ehrenberg
The Redeemer's Community Church
PRESENTATIONS
Community Spirit Award
Patrick Mitchell and Chris Faucher, Ecological Agriculture Training Center (E.A.T.)
City Council Minutes - April 5, 2023
Mayor Grundmeyer presented the Community Spirit Award to Patrick Mitchell and Chris Faucher, E.A.T. Program, for their outstanding commitment and service to the City of Norco.
Proclamation
DMV / Donate Life Month – April
Mayor Grundmeyer presented the Proclamation for Donate a Life Month for the month of April to Kathryn Mantz and Debbie Ruiz, both are One Legacy Ambassadors. Ms.
Mantz shared a few words on the importance of considering donation of one's organs after passing.
1. CITY COUNCIL REPORTS ON REGIONAL BOARDS
Mayor Grundmeyer and Council Members provided reports on their recent individual participation in committees, commissions, regional boards, and community organizations.
2. CONSENT CALENDAR
Approval of Consent Calendar as presented.
Mayor Pro Tem Bash pulled items 2.C., 2.D., and 2.J. for discussion.
M/S ALEMAN/HANNA approved the remaining Consent Calendar Items as presented. The Motion was carried by the following roll call vote:
AYES: GRUNDMEYER, ALEMAN, BASH, HANNA, AND NEWTON
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
2.A. Waive Reading of all Ordinance Adoptions on this Agenda and Read by Title Only.
Waived reading, by title only, of all Ordinances and Resolutions. Said Ordinances and Resolutions which appear on the agenda shall be determined to have been read by title and further reading waived.
2.B. Approval of City Council Regular Meeting Minutes and Special Meeting Minutes.
Approved the City Council Regular Meeting Minutes of March 15, and Special Meeting Minutes of March 21, 2023
City Council Minutes - April 5, 2023
2.E. Appointments to the Southern California Association of Governments (SCAG) General Assembly Meeting to be held on May 4-5, 2023.
Adopted Resolution No. 2023-12, appointing Council Member Kevin Bash as the delegate and Council Member Katherine Aleman as the alternate for the SCAG General Assembly on May 4-5, 2023.
2.F. Increase Purchase Order Amount for Multiple Vendors to Provide Waterworks Parts Supplies for Fiscal Year 2022-23.
Approved the increase of the existing combined purchase order authority for Ferguson Waterworks, Core & Main, and United Water Works to a not-to-exceed amount of $250,000 to provide waterworks parts supplies for FY 2022-2023.
2.G. Acceptance of the Shadow Canyon Circle & Various Streets Improvement Project as Complete
Accepted the Shadow Canyon Circle & Various Streets Improvement Project as complete and authorized the City Clerk to file the Notice of Completion with the County of Riverside.
2.H. Acceptance of Right-of-Way Dedication on First Street Accepted the dedication of street right-of-way at APN 125-300-018 on First Street and authorized the City Clerk to record the grant deed.
carried
2.I. Addition of Utility Maintenance Worker positions within the Public Works Department
Authorized the Public Works Department to add two (2) full-time Utility Maintenance Worker positions as part of the FY 2022-2023 budget.
2.K. Cooperative Funding Agreement between the City of Norco and the Riverside County Flood Control & Water Conservation District for the Norco MDP Line N4 Storm Drain Project Approved the Cooperative Funding Agreement between the City of Norco and Riverside County Flood Control & Water Conservation District (RCFC&WCD) to design and construct the Norco MDP Line N-4 Storm Drain Project, subject to non-substantive changes and approval by the Riverside County Board of Supervisors; and authorized the Mayor to execute the agreement.
City Council Minutes - April 5, 2023
2.L. Change Order Request for Norco MDP Line N-4 Storm Drain Project (Design) Reviewed and approved the Change Order Request in the amount of $11,300 for the Norco MDP Line N-4 Storm Drain Project (Design)
3. ITEM(S) PULLED FROM CONSENT CALENDAR
2.C. Annual Adoption of the City Investment Policy
City Manager Sassoon provided an overview of the City Investment Policy and what it entails. She confirmed that the City Treasurer is the Finance Director, as set by Council Resolution. City Manager Sassoon answered additional questions from Council Members.
M/S BASH/NEWTON Approved and Adopted the City Investment Policy No. 208 with recommended changes. The motion was passed by the following roll call vote:
AYES: GRUNDMEYER, ALEMAN, BASH, HANNA, AND NEWTON
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
2.D. Amend Fiscal Year 2023-2027 Capital Improvement Program (CIP) to include additional funding for the 2022-23 Slurry Seal Project; and accept bids and award contract for the 2022-23 Slurry Seal Project.
Mayor Pro Tem Bash pulled this item in order to highlight Measure R taxes at work.
Director Blais provided an overview of this project, as this project, along with many City infrastructure projects, are being funded with Measure R funds. He answered a few more questions from the Council.
Following discussion, motion was made.
M/S BASH/HANNA to approve an amendment to the FY 2023-2027 CIP to appropriate additional Measure R funding in the amount of $250,000 for the 2022- 2023 Slurry Seal Project; accepted the bids and awarded a contract for the Project to All American Asphalt in the amount of $224,786; and authorized the City Manager to approve contract change orders up to 10 percent of the total bid amount. The motion was passed by the following roll call vote:
AYES: GRUNDMEYER, ALEMAN, BASH, HANNA, AND NEWTON
NOES: NONE
ABSENT: NONE
City Council Minutes - April 5, 2023
ABSTAIN: NONE
2.J. Amendment of FY 2023-2027 Capital Improvement Program (CIP) to include additional funding for the MDP Line N-4 Storm Drain Project, acceptance of bids and award of Contract for the MDP Line N-4 Storm Drain Project.
Mayor Pro Tem Bash asked staff to explain the work being done with Measure R funds. Public Works Deputy Director Nelson provided an overview of the project.
M/S BASH/HANNA to appropriate additional Fiscal Year (FY) 2023-2027 CIP Storm Drain funding in the amount of $1,144,697 for the MDP N-4 Storm Drain Project from the Storm Drain Fund and $50,000 in the Water Operating Fund; accepted bids and awarded a contract to AID Builders, Inc. for the MDP Line N-4 Storm Drain Project in the amount of $1,829,725; and authorized the City Manager to approve contract change orders up to 10 percent of the total bid amount. The motion was passed by the following roll call vote:
AYES: GRUNDMEYER, ALEMAN, BASH, HANNA, AND NEWTON
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
4. PUBLIC COMMENTS
David Burwell shared his viewpoint on the rotation of Mayor and Mayor Pro Tem positions.
Bonnie Slager provided the 2023 Norco Horsemen’s Association's Annual 10 Most Needed Trail Improvements list, and stated it has also been provided to the Streets, Trails and Utilities Commission at its recent meeting.
5. DISCUSSION / ACTION ITEM(S)
5.A. Consideration of a resolution in opposition to Initiative No. 21-0042A1, The Taxpayer Protection and Government Accountability Act
City Manager Sassoon introduced the report and Erin Sasse, Regional Public Affairs Manager, Leagues of California Cities, to further explain the Initiative. Ms.
Sasse shared details on the initiative, noting it may be placed on the 2024 ballot.
If this Initiative passes it will take away from community input as well as local control, and requires that any new taxes approved since January 2022 go back for requalification by ballot.
City Council Minutes - April 5, 2023
City Manager Sassoon and Ms. Sasse answered questions and clarified concerns of the Council.
Following discussion, motion was made.
M/S BASH/GRUNDMEYER Adopted Resolution No. 2023-13 opposing Initiative No. 21-0042A1, the Taxpayer Protection and Government Accountability Act. The motion was passed by the following roll call vote:
AYES: GRUNDMEYER, ALEMAN, BASH, HANNA, AND NEWTON
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
5.B. Appointments to Regional Boards, Standing Committees and Other City CouncilAppointed Committees for Calendar Year 2023 – Updated City Manager Sassoon presented the report.
M/S NEWTON/GRUNDMEYER Approved the updated list of Appointments to Regional Boards, Standing Committees, and Other City Council-Appointed Committees for Calendar Year 2023. The motion was by the following roll call vote:
AYES: GRUNDMEYER, ALEMAN, BASH, HANNA, AND NEWTON
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
6. PUBLIC HEARING(S)
6.A. Ordinance No. 1094, First Reading: Amend Specific Text in Chapter 6.12 "DogsLicensing-Control-Rabies" Deputy City Clerk Germain introduced the Code Amendment for its first reading, explaining that on occasion when a new chapter or section is added to the Norco Municipal Code it may affect other chapters/sections, which then requires additional revisions within the affected Chapters/Sections.
Mayor Grundmeyer opened the public hearing; as there was no one wishing to speak, Mayor Grundmeyer closed the public hearing.
M/S BASH/ALEMAN Adopted Ordinance No. 1094, First Reading: Amending specific text in Norco Municipal Code (NMC) Chapter 6.12 "Dogs-LicensingPage 14 of 275 City Council Minutes - April 5, 2023
Control-Rabies" to make corrections and ensure consistency. Code Amendment 2023-02. The motion was by the following roll call vote:
AYES: GRUNDMEYER, ALEMAN, BASH, HANNA, AND NEWTON
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
7. CITY COUNCIL / STAFF COMMUNICATIONS
Council Member Hanna asked Public Works Director Blais about Pedley Avenue reconstruction. Director Blais stated work in is progress and should take care of the puddling that occurs after rain.
Council Member Newton inquired about the Storm Drain Project on Third Street.
Director Blais explained the work schedule and staff's continued dialogue with the Contractor. In response, Director Blais also confirmed discussions are taking place at the Streets, Trails, and Utilities Commission regarding backyard trails.
Council Member Aleman asked for the following item to be considered for discussion at a future Council meeting, AB1000, the "Good Neighbor" Bill.
M/S ALEMAN/BASH to add for future discussion. The motion was carried by the following roll call vote:
AYES: GRUNDMEYER, ALEMAN, BASH, HANNA, AND NEWTON
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
Council Member Aleman asked for the following item to be added for discussion at a future meeting, the development of a policy on the rotation of Mayor and Mayor Pro Tem positions.
M/S ALEMAN/GRUNDMEYER to add for future discussion. The motion was carried by the following roll call vote:
AYES: GRUNDMEYER, ALEMAN, BASH, AND HANNA
NOES: NEWTON
ABSENT: NONE
ABSTAIN: NONE
Council Member Bash commented on backyard trails, and noting that ADUs are being built close to the chain link fence to trail.
Council Member Bash praised the Planning Commission Members attending the Planning Commission Academy hosted by the League of California Cities; this conference provides great education for the Members. He also shared that Goli may be taking the Town and Country facility back with a full staff.
City Council Minutes - April 5, 2023
8. ADJOURNMENT
Mayor Grundmeyer adjourned the meeting to Closed Session at 9:01 p.m.
City Attorney Burns stated there was no reportable actions taken in Closed Session.
Mayor Grundmeyer adjourned the meeting at 9:57 p.m.
________________________
Diane Germain, CMC
Deputy City Clerk
City Council
STAFF REPORT
Date: April 19, 2023 Agenda Item:
2.C.
To: Honorable Mayor and City Council Members
Prepared By: Alma Robles, Planning Director
Department: Planning
SUBJECT:
Recap of Actions Taken by the Planning Commission at its Meeting Held on April 12, 2023
RECOMMENDATION:
Receive and file the recap of actions taken by the Planning Commission at its meeting held on April 12, 2023
REVIEWED AND APPROVED BY:
ATTACHMENT(S):
Draft Minutes- Apr 12, 2023
DRAFT - MINUTES
Planning Commission
Wednesday, April 12, 2023
City Council Chamber – Norco City Hall
2820 Clark Avenue, Norco, CA 92860
CALL TO ORDER 7:00 PM
ROLL CALL Patricia Hedges, Chair
Danny Azevedo, Member
Jeff Shyu, Vice Chair
Fia Sullivan, Member
Tara Young, Member
PLEDGE OF ALLEGIANCE Member Sullivan
1. CONSENT CALENDAR
1.A. Approval of Planning Commission Meeting Minutes
M/S AZEVEDO/SHYU Approve the Planning Commission Meeting Minutes of March 8, 2023. The Motion was carried by the following roll call vote:
AYES: HEDGES, AZEVEDO, SHYU, SULLIVAN, AND YOUNG
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
3. PUBLIC COMMENTS
Bonnie Slager encouraged all to join Horseweek activities.
4. PUBLIC HEARING(S)
4.A. Conditional Use Permit 2016-34, Modification No.1 (Bazzi): A request for approval to allow a new fitness studio (The Camp Transformation Center) to modify an existing CUP to allow an additional 878 sf of floor area for a total area of 3,133 sf at 2641 Hamner Avenue, Unit 105 and 109 located within the C-G (Commercial General) zone.
Planner Diaz presented the staff report on file, and provided a Power Point for all to view.
Planning Commission Minutes - April 12, 2023
Member Azevedo asked about permitting, staff confirmed.
Chair Hedges asked about hour modifications, and asked that a condition be added for Planning Commission to review for approval.
Applicant present, requested that the hours not be limited. Director Robles responded.
M/S SHYU/AZEVEDO to adopt Resolution 2023-04 to approve Conditional Use Permit 2016-34 Modification No 1 with an added condition that any hour modification must be reviewed by the Planning Commission. The Motion was carried by the following roll call vote:
AYES: HEDGES, AZEVEDO, SHYU, SULLIVAN, AND YOUNG
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
4.B. Variance 2023-02 (Perrine): A request for a Variance from the 100-foot rear yard setback requirement of the Norco Municipal Code, Section 18.13.16.C to allow attached patio covers within the rear yard setback area at 3309 Dapplegray Lane (APN 123-441-013) located within the A-1 (Agricultural Low-Density) Zone.
Director Robles presented the staff report on file, and provided a Power Point for all to view.
Member Azevedo questioned about the setback requirements and the history of the issue, staff responded.
Applicant present, noted that there was an error by the Developer, however due to this error he the resident is having to pay for it, he noted there is something wrong with this process, and thanked Member Azevedo for his comments.
M/S SHYU/YOUNG to adopt Resolution 2023-03 to approve Variance 2023-02. The Motion was carried by the following roll call vote:
AYES: HEDGES, AZEVEDO, SHYU, SULLIVAN, AND YOUNG
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
4.C. Zone Code Amendment 2023-01, -02 and Gateway Specific Plan 99-01, Amendment No.10 (City of Norco): City-Initiated proposals to amend Norco
Planning Commission Minutes - April 12, 2023
Municipal Code Chapter 18.24 (M-1 Zone Heavy Commercial/Light Manufacturing), and Section 4.10.1.4 (Industrial District) of the Gateway Specific Plan, amending the City’s existing industrial regulations to provide new/updated development, use, and operational regulations for industrial and warehouse uses; and a proposal to amend Section 18.43.06 (3) of Title 18 of the Norco Municipal Code adding a public notice requirement for conditional use permit approvals on the reuse or redevelopment of any existing warehouse or industrial building with a gross floor area larger than 50,000 in the subject zones.
Director Robles presented the staff report on file, and provided a Power Point for all to view. Director Robles noted there were some items that needed to be removed and cleaned up. Rodger from LWC presented as well via Zoom.
Vice Chair Shyu reviewed his list of items to review and make possible revisions, staff and Commission responded. Member Azevedo provided feedback to Vice Chair Shyu.
Bill Naylor, questioned about the caretaker facilities, staff responded.
M/S SULLIVAN/HEDGES to adopt Resolution 2023-06, recommending approval to the City Council of Zone Code Amendment 2023-01, to amend Norco Municipal Code Title 18 “Zoning”, Chapter 18.24 (M-1 Zone Heavy Commercial/Light Manufacturing), amending the City’s existing industrial regulations to provide new/updated development, use, and operational regulations for industrial and warehouse uses. The Motion was carried by the following roll call vote:
AYES: HEDGES, AZEVEDO, SHYU, SULLIVAN, AND YOUNG
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
M/S AZEVEDO/SHYU to adopt Resolution 2023-07, recommending approval to the City Council of Gateway Specific Plan 99-01, Amendment No. 10, to amend Section 4.10.1.4 (Industrial District) of the Gateway Specific Plan, amending the City’s existing industrial regulations to provide new/updated development, use, and operational regulations for industrial and warehouse uses. The Motion was carried by the following roll call vote:
AYES: HEDGES, AZEVEDO, SHYU, SULLIVAN, AND YOUNG
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
Planning Commission Minutes - April 12, 2023
M/S SHYU/YOUNG to adopt Resolution 2023-08, recommending approval to the City Council of Zone Code Amendment 2023-02, to amend Section 18.43.06 (3) of the Norco Municipal Code adding a public notice requirement for conditional use permit approvals on the reuse or redevelopment of any existing warehouse or industrial building with a gross floor area larger than 50,000 in the M-1 Zone and within the Industrial District of the Gateway Specific Plan. The Motion was carried by the following roll call vote:
AYES: HEDGES, AZEVEDO, SHYU, SULLIVAN, AND YOUNG
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
5. COMMISSION / STAFF COMMUNICATIONS
Chair Hedges questioned about a report of approved projects. Director Robles responded.
6. ADJOURNMENT
Chair Hedges adjourned the meeting at 7:57p.m.
City Council
STAFF REPORT
Date: April 19, 2023 Agenda Item:
2.D.
To: Honorable Mayor and City Council Members
Prepared By: Matt Boudreaux, IT Manager
Department: IT
SUBJECT:
Approve the Procurement of KACE Systems Management Appliance (SMA) and Systems Deployment Appliance (SDA) Software Licenses
RECOMMENDATION:
Approve the purchase of KACE SMA and SDA licenses in an amount not to exceed $53,560 over a five (5) year term and authorize the City Manager to approve contract change orders up to $5,000 per each fiscal year to accommodate for additional licenses for potential growth in equipment, for a total of $58,560.
SUMMARY:
KACE by Quest Technologies is an Unified Endpoint Management (UEM) solution for IT Departments. The KACE SMA and SDA products will aid the IT Department with computer security and patch management, computer imaging, software distribution, inventory and hardware asset management, power management, and software license management. Approval of a multi-year agreement will provide significant savings over its lifetime.
BACKGROUND:
The City currently utilizes GFI Languard, Microsoft WDS/MDT, and BMC Track-It for security patch management, computer imaging, and hardware/software inventory management. Each solution is supported by their respective software vendors and do not share information between the products. In order to consolidate the three programs and avoid paying annual maintenance for each, staff evaluated three comprehensive solutions: KACE SMA and SDA, ManageEngine, and Microsoft SCCM. Staff determined KACE SMA and SDA to be the best value. By unifying all three solutions under the KACE SMA and SDA solution, staff is able to use one interface also known as a "single-pane of glass" that consolidates information in one area.
The KACE SMA and SDA solution also helps meet PERMA cybersecurity insurance requirements for patch management security standards.
In order to provide the City with the best service at the lowest price, staff through cooperative purchasing worked with Dell Technologies to obtain pricing based on the prenegotiated California Department of General Services (DGS) Awards Schedule (CMAS Number 3-22-06-1045). A quote breakdown (Attachment A) with a copy of the DGS Award Schedule (Attachment B) has been provided for Council's review.
FISCAL IMPACT:
There is sufficient funding in the Fiscal Year 2023-2024 Information Technology Division Operating Budget of $10,711 for the initial KACE licensing term with Dell Technologies.
Future KACE licensing costs will be budgeted for in the appropriate fiscal year.
RELATIONSHIP TO STRATEGIC PLAN:
Strategic Direction #5 - Ensure timely preservation, replacement, improvement and acquisition of infrastructure and capital assets, and Action Plan 3 - Implement the actions identified in the IT Assessment and Strategic Plan.
IT Master Plan Initiative #59 - IT Asset Management Automation IT Master Plan Initiative #61 - IT Operations - Enterprise Management Platform REVIEWED AND APPROVED BY:
Certified as to Availability of Funds: Lisette Free, Finance Director Approved by: Lori Sassoon, City Manager
Approved as to Form: Harper and Burns, LLC, City Attorney ATTACHMENT(S):
Attachment A
Attachment B
A quote for your consideration
Based on your business needs, we put the following quote together to help with your purchase decision. Below is a detailed summary of the quote we’ve created to help you with your purchase decision.
To proceed with this quote, you may respond to this email, order online through your Premier page, or, if you do not have Premier, use this Quote to Order.
Quote No. 3000149550169.1
Total $53,556.48
Customer # 55075275
Quoted On Apr. 04, 2023
Expires by May. 04, 2023
Contract Name
California Multiple Awards
Schedule (CMAS)
Contract Code C000001017520
Customer Agreement # 3-22-06-1045
Sales Rep Jonathan Cortes
Phone (800) 456-3355, 6186360
Email [email protected]
Billing To DEREK WILLIAMSON
CITY OF NORCO
2870 CLARK AVE
NORCO, CA 92860-1903
Message from your Sales Rep
Please contact your Dell sales representative if you have any questions or when you are ready to place an order. Thank you for shopping with Dell! Regards, Jonathan Cortes
Shipping Group
Shipping To
MATTHEW BOUDREAUX
CITY OF NORCO
2870 CLARK AVE
NORCO, CA 92860
(999) 999-9999
Shipping Method
Standard Delivery
Product Unit Price Quantity Subtotal
CA NORCO QUEST KACE SYS MGMT APPL 100 MGD COMP
24X7 LIC/MNT 4/4/23-4/1/28
$27,616.63 1 $27,616.63
CA NORCO QUEST KACE SYS MGMT ADDTL MGD COMP
24X7 LIC/MNT 4/4/23-4/1/28
$93.52 20 $1,870.40
CA NORCO QUEST KACE SYS DEPL APPL 100 MGD COMP
24X7 LIC/MNT 4/4/23-4/1/28
$13,955.49 1 $13,955.49
CA NORCO QUEST KACE SYS MGMT APPL QUICKSTART
PP REM SVC
$4,662.48 1 $4,662.48
CA NORCO QUEST KACE SYS DEPL APPL QUICKSTART
PP REM SVC
$4,662.48 1 $4,662.48
CA NORCO QUEST KACE SYS DEPL ADDTL MGD COMP
24X7 LIC/MNT 4/4/23-4/1/28
$39.45 20 $789.00
Subtotal:
Shipping:
Non-Taxable Amount:
Taxable Amount:
Estimated Tax:
Total:
$53,556.48
$0.00
$53,556.48
$0.00
$0.00
$53,556.48
Shipping Group Details
Shipping To
MATTHEW BOUDREAUX
CITY OF NORCO
2870 CLARK AVE
NORCO, CA 92860
(999) 999-9999
Shipping Method
Standard Delivery
Quantity Subtotal
CA NORCO QUEST KACE SYS MGMT APPL 100 MGD COMP 24X7
LIC/MNT 4/4/23-4/1/28
Estimated delivery if purchased today:
Apr. 16, 2023
Contract # C000001017520
Customer Agreement # 3-22-06-1045
$27,616.63 1 $27,616.63
Description SKU Unit Price Quantity Subtotal
CA NORCO QUEST KACE SYS MGMT APPL 100 MGD COMP 24X7
LIC/MNT 4/4/23-4/1/28 AC530330
- 1 - Quantity Subtotal
CA NORCO QUEST KACE SYS MGMT ADDTL MGD COMP 24X7
LIC/MNT 4/4/23-4/1/28
Estimated delivery if purchased today:
Apr. 16, 2023
Contract # C000001017520
Customer Agreement # 3-22-06-1045
$93.52 20 $1,870.40
Description SKU Unit Price Quantity Subtotal
CA NORCO QUEST KACE SYS MGMT ADDTL MGD COMP 24X7
LIC/MNT 4/4/23-4/1/28 AC530327
- 20 - Quantity Subtotal
CA NORCO QUEST KACE SYS DEPL APPL 100 MGD COMP 24X7
LIC/MNT 4/4/23-4/1/28
Estimated delivery if purchased today:
Apr. 16, 2023
Contract # C000001017520
Customer Agreement # 3-22-06-1045
$13,955.49 1 $13,955.49
Description SKU Unit Price Quantity Subtotal
CA NORCO QUEST KACE SYS DEPL APPL 100 MGD COMP 24X7
LIC/MNT 4/4/23-4/1/28 AC530319
- 1 - Quantity Subtotal
CA NORCO QUEST KACE SYS MGMT APPL QUICKSTART PP REM
SVC
Estimated delivery if purchased today:
Apr. 16, 2023
Contract # C000001017520
Customer Agreement # 3-22-06-1045
$4,662.48 1 $4,662.48
Description SKU Unit Price Quantity Subtotal
CA NORCO QUEST KACE SYS MGMT APPL QUICKSTART PP
REM SVC
AC530347
- 1 - Quantity Subtotal
CA NORCO QUEST KACE SYS DEPL APPL QUICKSTART PP REM
SVC
Estimated delivery if purchased today:
Apr. 16, 2023
Contract # C000001017520
Customer Agreement # 3-22-06-1045
$4,662.48 1 $4,662.48
Description SKU Unit Price Quantity Subtotal
CA NORCO QUEST KACE SYS DEPL APPL QUICKSTART PP REM
SVC
AC530340
- 1 - Quantity Subtotal
CA NORCO QUEST KACE SYS DEPL ADDTL MGD COMP 24X7
LIC/MNT 4/4/23-4/1/28
Estimated delivery if purchased today:
Apr. 16, 2023
Contract # C000001017520
Customer Agreement # 3-22-06-1045
$39.45 20 $789.00
Description SKU Unit Price Quantity Subtotal
CA NORCO QUEST KACE SYS DEPL ADDTL MGD COMP 24X7
LIC/MNT 4/4/23-4/1/28 AC530321
- 20 -
Subtotal:
Shipping:
Estimated Tax:
Total:
$53,556.48
$0.00
$0.00
$53,556.48
Important Notes
Terms of Sale
This Quote will, if Customer issues a purchase order for the quoted items that is accepted by Supplier, constitute a contract between the entity issuing this Quote (“Supplier”) and the entity to whom this Quote was issued (“Customer”). Unless otherwise stated herein, pricing is valid for thirty days from the date of this Quote. All product, pricing and other information is based on the latest information available and is subject to change. Supplier reserves the right to cancel this Quote and Customer purchase orders arising from pricing errors. Taxes and/or freight charges listed on this Quote are only estimates. The final amounts shall be stated on the relevant invoice. Additional freight charges will be applied if Customer requests expedited shipping. Please indicate any tax exemption status on your purchase order and send your tax exemption certificate to [email protected] or [email protected], as applicable. Governing Terms: This Quote is subject to: (a) a separate written agreement between Customer or Customer’s affiliate and Supplier or a Supplier´s affiliate to the extent that it expressly applies to the products and/or services in this Quote or, to the extent there is no such agreement, to the applicable set of Dell’s Terms of Sale (available at www.dell.com/terms or www.dell.com/oemterms), or for cloud/as-a- Service offerings, the applicable cloud terms of service (identified on the Offer Specific Terms referenced below); and (b) the terms referenced herein (collectively, the “Governing Terms”). Different Governing Terms may apply to different products and services on this Quote. The Governing Terms apply to the exclusion of all terms and conditions incorporated in or referred to in any documentation submitted by Customer to Supplier.
Supplier Software Licenses and Services Descriptions: Customer’s use of any Supplier software is subject to the license terms accompanying the software, or in the absence of accompanying terms, the applicable terms posted on www.Dell.com/eula. Descriptions and terms for Supplier-branded standard services are stated at www.dell.com/servicecontracts/global or for certain infrastructure products at www.dellemc.com/en-us/customer-services/product-warranty-and-service-descriptions.htm. Offer-Specific, Third Party and Program Specific Terms: Customer’s use of third-party software is subject to the license terms that accompany the software. Certain Supplier-branded and third-party products and services listed on this Quote are subject to additional, specific terms stated on www.dell.com/offeringspecificterms (“Offer Specific Terms”).
In case of Resale only: Should Customer procure any products or services for resale, whether on standalone basis or as part of a solution, Customer shall include the applicable software license terms, services terms, and/or offer-specific terms in a written agreement with the end- user and provide written evidence of doing so upon receipt of request from Supplier.
In case of Financing only: If Customer intends to enter into a financing arrangement (“Financing Agreement”) for the products and/or services on this Quote with Dell Financial Services LLC or other funding source pre-approved by Supplier (“FS”), Customer may issue its purchase order to Supplier or to FS. If issued to FS, Supplier will fulfill and invoice FS upon confirmation that: (a) FS intends to enter into a Financing Agreement with Customer for this order; and (b) FS agrees to procure these items from Supplier. Notwithstanding the Financing Agreement, Customer’s use (and Customer’s resale of and the end-user’s use) of these items in the order is subject to the applicable governing agreement between Customer and Supplier, except that title shall transfer from Supplier to FS instead of to Customer. If FS notifies Supplier after shipment that Customer is no longer pursuing a Financing Agreement for these items, or if Customer fails to enter into such Financing Agreement within 120 days after shipment by Supplier, Customer shall promptly pay the Supplier invoice amounts directly to Supplier.
Customer represents that this transaction does not involve: (a) use of U.S. Government funds; (b) use by or resale to the U.S. Government; or (c) maintenance and support of the product(s) listed in this document within classified spaces. Customer further represents that this transaction does not require Supplier’s compliance with any statute, regulation or information technology standard applicable to a U.S. Government procurement.
For certain products shipped to end users in California, a State Environmental Fee will be applied to Customer’s invoice. Supplier encourages customers to dispose of electronic equipment properly.
Electronically linked terms and descriptions are available in hard copy upon request. ^DELL BUSINESS CREDIT (DBC): Offered to business customers by WebBank, who determines qualifications for and terms of credit. Taxes, shipping and other charges are extra and vary. The Total Minimum Payment Due is the greater of either $20 or 3% of the New Balance shown on the statement rounded up to the next dollar, plus all past due amounts. Dell and the Dell logo are trademarks of Dell Inc.
Procurement Division
707 Third Street, 2nd Floor, MS #2-202
West Sacramento, CA 95605-2811
State of California
MULTIPLE AWARD SCHEDULE
Dell Marketing L.P. Categories Information
CMAS NUMBER: 3-22-06-1045
CMAS TERM DATES: 6/22/2022 through 1/19/2027
CMAS CATEGORY: Information Technology Goods and Services
APPLICABLE
TERMS & CONDITIONS: January 20, 2022
MAXIMUM ORDER LIMIT:
State Agencies: See Purchasing Authority
Dollar Threshold provision
Local Government Agencies: Unlimited
FOR USE BY: State & Local Government Agencies
BASE SCHEDULE #: 47QTCA22D003G
BASE SCHEDULE HOLDER: Dell Federal Systems L.P.
This California Multiple Award Schedule (CMAS) provides for the purchase, warranty, and installation of hardware, hardware maintenance and repair services, software, software maintenance as a product, Infrastructure as a Service (IaaS), Software as a Service (SaaS), and Information Technology (IT) consulting services. (See page 3 for the restrictions applicable to this CMAS.) NOTICE: Products and/or services on this CMAS may be available on a Mandatory Statewide Contracts. If this is the case, the use of this CMAS is restricted unless the State agency has an approved exemption as explained in the Statewide Contract User Instructions. Information regarding Statewide Contracts can be obtained at the: Statewide Contract Index Listing (www.dgs.ca.gov/PD/About/Page-Content/PD-Branch-Intro-Accordion-List/Acquisitions/StatewideContracts). This requirement is not applicable to local government agencies.
When implementing both IT consulting services and cloud computing solutions on the same purchase order, the IT consulting services provided are only to implement the cloud computing solutions covered.
Effective Date: 6/22/2022 Original Signature on File
Bryan Dugger, Program Analyst, California Multiple Award Schedules Unit
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
DELL MARKETING L.P.
CMAS NO 3-22-06-1045
November 03, 2021 Ordering Instructions and Special Provisions 2 Buyers must verify that the CMAS vendor has a letter of authorization from the manufacturer or an authorized distributor for the sale of the products covered by this CMAS. Service specific letters of authorization from the manufacturer are required if the CMAS vendor is providing installation, maintenance, and repair services.
The services provided under this CMAS are only available in support of the products covered by this CMAS.
The most current Ordering Instructions and Special Provisions, CMAS Terms and Conditions, and products and/or services are included herein. All purchase orders issued by State agencies shall incorporate these Ordering Instructions and Special Provisions and CMAS Terms and Conditions.
Agency non-compliance with the requirements may result in the loss of delegated authority to use the CMAS program.
CMAS contractor non-compliance with the requirements may result in termination.
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
DELL MARKETING L.P.
CMAS NO 3-22-06-1045
November 03, 2021 Ordering Instructions and Special Provisions 3
CMAS PRODUCT & SERVICE CODES
Product & Service Codes listed below are for marketing purposes only. Review the base schedule for the products and/or services available.
Brand-Dell
Brand-EMC
Computer-Laptop
Computer-PC
Hardware-Tablet
LAN/WAN-Wireless Network
Network-Component
Printer
Server-Network
Software
Software as a Service (SaaS)
Software-Application
AVAILABLE PRODUCTS AND/OR SERVICES
All of the products in the base schedule are available within the scope of this CMAS.
The ordering agency must verify all products and/or services are currently available on the base General Services Administration (GSA) schedule. Access the GSA eLibrary at www.gsaelibrary.gsa.gov.
All of the job titles in the base schedule are available within the scope of this CMAS.
You may verify the following current information about the job titles available in the base schedule at the General Services Administration (GSA) eLibrary (www.gsaelibrary.gsa.gov):
• Description of the functional requirements
• Minimum education and experience requirements
• Maximum pricing allowed (lower pricing acceptable)
EXCLUDED PRODUCTS AND/OR SERVICES
Ancillary supplies and servies are not available under this CMAS.
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
DELL MARKETING L.P.
CMAS NO 3-22-06-1045
November 03, 2021 Ordering Instructions and Special Provisions 4
ISSUE PURCHASE ORDER TO
Agency purchase orders must be sent to the following:
Dell Marketing L.P.
One Dell Wayc, M/S RR1-33
Round Rock, TX 78682
Attn: Ashley Salinas
E-mail: [email protected]
Agencies with questions regarding products and/or services may contact the CMAS contractor as follows:
Contact: Ashley Salinas
Phone: (512) 542-1237
E-mail: [email protected]
TOP 500 DELINQUENT TAXPAYERS
In accordance with Public Contract Code (PCC) 10295.4, and prior to placing an order for IT goods and/or services, agencies must verify with the Franchise Tax Board and the California Department of Tax and Fee Administration that this CMAS contractor’s name does not appear on either list of the 500 largest tax delinquencies pursuant to Revenue and Taxation Code 7063 or 19195. See next paragraph for information.
The Franchise Tax Board’s list of Top 500 Delinquent Taxpayers is available at www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/index.html.
The California Department of Tax and Fee Administration’s list of Top 500 Sales & Use Tax Delinquencies in California is available at www.cdtfa.ca.gov/taxes-and-fees/top500.htm.
CALIFORNIA SELLER’S PERMIT
The CMAS contractor’s California Seller’s Permit Number is 199205500026. Prior to placing an order with this company, agencies must verify that this permit is still valid at the California Department of Tax and Fee Administration website (cdtfa.ca.gov).
MINIMUM ORDER LIMITATION
There is no minimum dollar value limitation on orders placed under this CMAS.
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
DELL MARKETING L.P.
CMAS NO 3-22-06-1045
November 03, 2021 Ordering Instructions and Special Provisions 5
CMAS PRICES
The maximum prices allowed for the products and/or services available are those set forth in the base schedule.
The ordering agency is encouraged to seek prices lower than those in the base schedule. When responding to an agency’s Request for Offer (RFO), the CMAS contractor can offer lower prices to be competitive.
ACQUISITION OF IAAS AND/OR PAAS
If using this CMAS for the purpose of acquiring Infrastructure as a Service (IaaS) and/or Platform as a Service (PaaS), State agencies must first obtain approval to use this CMAS from the California Department of Technology (CDT) in accordance with TL 17-06 (www.cdt.ca.gov/wpcontent/uploads/2017/08/TL-17-06.pdf). State agencies must document CDT’s approval and maintain in the procurement file. Contact CDT for all questions related to the acquisition of IaaS and PaaS and TL 17-06.
CALIFORNIA CIVIL RIGHTS LAW CERTIFICATION
Pursuant to PCC 2010, effective January 1, 2017, applicants must certify their compliance with the California Civil Rights laws and Employer Discriminatory Policies (Civil Code 51, GC 12960). It is the agency’s responsibility to verify that the contractor has a California Civil Rights Law Certification on file.
WARRANTY
For warranties, see the base schedule, the CMAS Terms and Conditions, General Provisions, and CMAS Warranty.
CMAS contractor personnel shall have the experience, education, and expertise as defined in the base schedule.
DELIVERY
5-120 days after receipt of order or as negotiated between agency and CMAS contractor and included in the purchase order.
SHIPPING INSTRUCTIONS
F.O.B. (Free On Board) Destination. Seller pays the freight charges.
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
DELL MARKETING L.P.
CMAS NO 3-22-06-1045
November 03, 2021 Ordering Instructions and Special Provisions 6
PURCHASING AUTHORITY DOLLAR THRESHOLD
Order limits for the purchase of goods and/or services is determined by the individual agency purchasing authority threshold.
No CMAS order may be executed by a State agency that exceeds that agency’s purchasing authority threshold. State agencies with approved purchasing authority, along with their dollar thresholds can be obtained at the List of State Departments with Approved Purchasing Authority website (www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-ListFolder/List-of-State-Departments-with-Approved-Purchasing-Authority).
HOW TO USE CMAS
Agencies must adhere to the detailed requirements in the State Contracting Manual (SCM) when using CMAS. The requirements for the following bullets are in SCM, Volume 2, Chapter 6 (for nonIT), SCM, Volume 3, Chapter 6 (for IT), and SCM, Volume FISCal, Chapter 5 (FISCal):
• Develop an RFO, which includes a Scope of Work (SOW) and Bidder Declaration form. For information on the Bidder Declaration requirements, see SCM, Volume 2, Chapter 3, 3.5.7 and Volume 3, Chapter 3, 3.4.7.
• Search for potential CMAS contractors on the CMAS website (www.dgs.ca.gov/PD/About/Page-Content/PD-Branch-Intro-AccordionList/Acquisitions/California-Multiple-Award-Schedules) and select “Find a CMAS Contractor.”
• Request offers from a minimum of 3 CMAS contractors including one small business (SB) and/or Disabled Veteran Business Enterprise (DVBE), if available, who are authorized to sell the products and/or services needed.
• If requesting offers from a certified DVBE, include the Disabled Veteran Business Enterprise Declarations form (Standard 843) in the RFO. This declaration must be completed and returned by the DVBE prime contractor and/or any DVBE subcontractors. (See SCM Volumes 2, 3, and FISCal, Chapter 3).
• This is not a bid transaction, so the small business preference, DVBE incentives, protest language, intent to award, evaluation criteria, advertising, etc., are not applicable. • If less than 3 offers are received, State agencies must document their file with the reasons why the other suppliers did not respond with an offer.
• Assess the offers received using best value methodology, with cost as one of the criteria. • Issue a Purchase Order to the selected CMAS contractor. • For CMAS transactions under $10,000, only one offer is required if the State agency can establish and document that the price is fair and reasonable. The fair and reasonable method can only be used for non-customizable purchases.
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
DELL MARKETING L.P.
CMAS NO 3-22-06-1045
November 03, 2021 Ordering Instructions and Special Provisions 7
SPLITTING ORDERS
Splitting orders to avoid any monetary limitations is prohibited.
Do not circumvent normal procurement methods by splitting purchases into a series of delegated purchase orders, per PCC 10329.
Splitting a project into small projects to avoid either fiscal or procedural controls is prohibited, per State Administrative Manual (SAM) 4819.34.
ORDERING PROCEDURES
1. Purchase Orders
All Ordering Agency purchase order documents executed under this CMAS must contain the applicable CMAS number as show on page 1.
a. State Departments:
Standard 65 Purchase Documents – State departments not transacting in FISCal must use the Purchasing Authority Purchase Order (Standard 65) for purchase execution. An electronic version of the Standard 65 is available at the Department of General Services (DGS), Procurement Division (PD) website
(www.dgsapps.dgs.ca.gov/osp/StatewideFormsWeb/Forms.aspx), select Standard (STD) Forms.
FISCAL Purchase Documents – State departments transacting in FISCal will follow the FISCal procurement and contracting procedures.
b. Local Government Agencies:
Local government agencies may use their own purchase order document for purchase execution.
The agency is required to complete and distribute the purchase order. For services, the agency shall modify the information contained on the order to include the service period (start and end date), and the monthly cost (or other intermittent cost), and any other information pertinent to the services. The cost for each line item must be included in the order, not just system totals.
The contractor must immediately reject purchase orders that are not accurate. Discrepancies are to be negotiated and incorporated into the purchase order prior to product delivery and service implementation.
2. Service and Delivery after CMAS Expiration
The purchase order must be issued before the CMAS expires. However, delivery of the products or completion of the services may be after the CMAS expires (unless otherwise specifically stated in the purchase order). Amending the purchase order to add quantity, time, or money is not possible if the CMAS expired.
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
DELL MARKETING L.P.
CMAS NO 3-22-06-1045
November 03, 2021 Ordering Instructions and Special Provisions 8
3. Multiple CMAS Agreements on a Single Purchase Order
Agencies wishing to include multiple CMAS agreements on a single FISCal purchase order must adhere to the following guidelines:
• All CMAS must be for the same CMAS contractor.
• The purchase order must go to one contractor location. • Enter the word “CMAS” in the space reserved for the Leveraged Procurement Agreement (LPA) number. The word “CMAS” signifies that the purchase order contains items from multiple CMAS agreements. The purchasing agency may only use one bill code. • For each individual CMAS, the agency must identify and group together the CMAS number with the line items and subtotal per CMAS number (do not include tax in the subtotal), and sequentially identify each individual CMAS as Sub #1, Sub #2, Sub #3, etc. This facilitates accurate billing of administrative fees by the Procurement Division. • The total of all items on the purchase order must not exceed the purchase order limit identified in the CMAS.
• Do not combine items from IT and non-IT CMAS agreements. An Information Technology CMAS begins with the number “3” and a non-IT CMAS begins with the number “4.” The purchase order limits are different for these CMAS agreements.
4. Amendments to State Agency's Purchase Orders
Agency purchase orders cannot be amended if the CMAS has expired.
SCM, Volumes 2 & 3, Chapter 6, 6.A5.0 and SCM, Volume FISCal, Chapter 5, 5.A4.0 provides the following direction regarding amendments to all types of LPA purchase orders:
Original orders, which include options for changes (e.g., quantity or time), that were evaluated and considered in the selection for award during the RFO process, may be amended consistent with the terms of the original order, provided that the original order allowed for amendments. If the original order did not evaluate options, then amendments are not allowed unless an NCB is approved for those amendments.
Amendments unique to non-IT services are covered in SCM, Volume 2, Chapter 6, 6.B2.9 and SCM, Volume FISCal, Chapter 5, 5.A4.1 as follows:
If the original contract permitted amendments, but did not specify the changes (e.g., quantity or time), it may be amended, per Public Contract Code (PCC) § 10335 (d)(1). Only a contract may be amended once under this exemption. The time shall not exceed one year, or add not more than 30% of the original order value and may not exceed $250,000. If the original contract did not have language permitting amendments, the NCB process must be followed.
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
DELL MARKETING L.P.
CMAS NO 3-22-06-1045
November 03, 2021 Ordering Instructions and Special Provisions 9
CMAS CONTRACTOR OWNERSHIP INFORMATION
The CMAS contractor is a large business enterprise.
SMALL BUSINESS MUST BE CONSIDERED
Prior to placing orders under the CMAS program, State agencies shall whenever practicable first consider offers from small businesses that have established CMAS (GC 14846(b)). NOTE: DGS auditors will request substantiation of compliance with this requirement when agency files are reviewed.
CMAS Small Business and Disabled Veteran Partners lists (www.dgs.ca.gov/PD/About/PageContent/PD-Branch-Intro-Accordion-List/Acquisitions/California-Multiple-Award-Schedules) can be found on the CMAS website by selecting “Find a CMAS Contractor”.
In response to our commitment to increase participation by small businesses, the Department of General Services waives the administrative fee (a fee charged to customer agencies to support the CMAS program) for orders to California certified small business enterprises.
SMALL BUSINESS/DVBE - TRACKING
State agencies are able to claim subcontracting dollars towards their SB or DVBE goals whenever the CMAS contractor subcontracts a commercially useful function to a certified SB or DVBE. The CMAS contractor will provide the ordering agency with the name of the SB or DVBE used and the dollar amount the ordering agency can apply towards its SB or DVBE goal.
SMALL BUSINESS/DVBE - SUBCONTRACTING
1. The amount an ordering agency can claim towards achieving its SB or DVBE goals is the dollar amount of the subcontract award made by the CMAS contractor to each SB or DVBE.
2. The CMAS contractor will provide an ordering agency with the following information at the time the order is quoted:
a. The CMAS contractor will state that, as the prime contractor, it shall be responsible for the overall execution of the fulfillment of the order.
b. The CMAS contractor will indicate to the ordering agency how the order meets the SB or DVBE goal, as follows:
i. List the name of each company that is certified by the Office of Small Business and DVBE Services that it intends to subcontract a commercially useful function to; and ii. Include the SB or DVBE certification number of each company listed, and attach a copy of each certification; and
iii. Indicate the dollar amount of each subcontract with a SB or DVBE that may be claimed by the ordering agency towards the SB or DVBE goal; and
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)
DELL MARKETING L.P.
CMAS NO 3-22-06-1045
November 03, 2021 Ordering Instructions and Special Provisions 10 iv. Indicate what commercially useful function the SB or DVBE subcontractor will be providing towards fulfillment of the order.
3. The ordering agency’s purchase order must be addressed to the prime contractor, and the purchase order must reference the information provided by the prime contractor as outlined above.
WITHHOLD LANGUAGE (SB588)
Option 1 – Withhold Language
Upon delivery or completion of ordered goods or services for which the Contractor committed to DVBE subcontractor participation, state departments must require the Contractor to certify all the following:
1. The amount and percentage of work the Contractor committed to provide to one or more DVBEs under the requirements of the contract and the amount each DVBE received from the Contractor.
2. That all payments under the contract have been made to the DVBE. Upon request, the Contractor must provide proof of payment for the work.
In accordance with the Military and Veterans Code 999.7, state departments shall withhold $10,000 from the final payment, or the full final payment if less than $10,000, if the Contractor fails to meet the certification requirements identified above. State departments shall notify the Contractor of their failure to meet the certification requirements and give the Contractor an opportunity to comply with the certification requirements. If after 30 calendar days from the date of notice, the Contractor refuses to comply with the certification requirements, the state department shall permanently deduct $10,000 from the final payment, or the full payment if less than $10,000.
Option 2 – No Withhold Language
During the contract term and upon completion of the contract for which a DVBE subcontractor commitment was made, DGS-PD will require the Contractor to certify all participation commitments and payments under the contract have been made to the DVBE. Upon request by DGS-PD, the Contractor shall provide proof of payment for the work.
PRODUCT SUBSTITUTIONS
Substitution of Deliverables may not be tendered without advance written consent of the Buyer.
The Contractor must offer an equivalent or newer model of the product from the same manufacturer at the same or lower price. Contractor cannot use any specification in lieu of those contained in the Contract without written consent from the Buyer.
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NEW EQUIPMENT REQUIRED
The State will procure new equipment. All equipment must be new (or warranted as newly manufactured) and the latest model in current production. Used, shopworn, demonstrator, prototype, or discontinued models are not acceptable.
Where Federal Energy Management Program (FEMP) standards are available, all State agencies shall purchase only those products that meet the recommended standards. All products displaying the Energy Star label meet the FEMP standards.
SPECIAL MANUFACTURED GOODS
Any CMAS for goods to be manufactured by the CMAS contractor specifically for the State and not suitable for sale to others may require progress payments.
TRADE-IN EQUIPMENT
Trade-ins at open market price may be considered. The product description and trade-in allowance must be identified on the purchase order.
Agencies are required to adhere to SAM 3520 through 3520.6, Disposal of Personal Property and Surplus Personal Property, as applicable, when trade-ins are considered. A Property Survey Report, Standard 152, must be submitted for approval prior to disposition of any State-owned personal property, including general office furniture regardless of the acquisition value, or if the property was recorded or capitalized for accounting purposes.
STATE AGENCY BUY RECYCLED CAMPAIGN
State ordering agencies are required to report purchases made within the eleven product categories in the California Department of Resources Recycling and Recovery’s State Agency Buy Recycled Campaign per PCC 12200 through 12217.
Contractor will be required to complete and return a Recycled-Content Certification form (www.calrecycle.ca.gov/contracts/forms) upon request by the state ordering agency.
ELECTRONIC WASTE RECYCLING
State agencies are required to recycle state owned surplus electronic equipment that has no useful life remaining (E-Waste) to the maximum extent possible. State agencies shall dispose of E-Waste using the services of the California Prison Industry Authority (CALPIA), unless the agency meets the pickup quantity and location exemption criteria detailed in SAM 3520.10. Electronic equipment that is usable and still retains value is not considered E-Waste and must be reutilized through DGS, Office of Fleet and Asset Management (OFAM) Surplus Personal Property Warehouse.
State agencies shall determine which equipment meets the definition of E-Waste or reusable Electronic Equipment, per the definitions provided in the SAM Management Memo (MM) 17-06.
OFAM will validate that equipment meets the appropriate definition when reviewing the submitted Property Survey Report (Standard 152).
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November 03, 2021 Ordering Instructions and Special Provisions 12 The electronic waste recycling fee must be shown as a line item on the agency purchase order before the CMAS contractor can include it on their invoice.
See SAM 3520.10 for more information on this policy.
Information for submitting a Standard 152 can be found on the DGS OFAM surplus property website (www.dgs.ca.gov/RESD/Resources/Page-Content/Real-Estate-Services-DivisionResources-List-Folder/DGS-Surplus-Property-Homepage).
Information on the E-Waste - CALPIA Store and the E-Waste Exemption Request Form EWRF400 can be found at catalog.calpia.ca.gov/services/e-waste/#/.
PRODUCT INSTALLATION
The CMAS contractor is fully responsible for all installation services performed under the CMAS.
Product installations must be performed by manufacturer authorized personnel and meet manufacturer documented specifications.
The prime contractor, as well as any subcontractors, must hold any certifications and/or licenses required for the project.
INTEGRATED SERVICES
Agencies are prohibited from using CMAS for large-scale information technology system integration projects except when specifically approved by the California Department of Technology.
CONSULTING OR PERSONAL SERVICES
To ensure sufficient expertise for all consulting or personal services, prior to issuing an order, the agency is required to review the resumes of all personnel the CMAS contractor intends to use to fulfill the order. Each agency is responsible for verifying that contractor personnel meet any education or experience requirements listed in the base schedule.
Each order should contain, as a minimum, a description of the task, a statement of the contractor’s responsibilities, completion criteria, a list of deliverable items (if any), the estimated start date, the scheduled completion date, and a fixed cost for each task.
The aggregate of the fixed costs for all tasks constitutes the fixed price ceiling for all tasks described.
1. Progress Payments
For an IT service CMAS, see the CMAS IT Terms and Conditions, Provision #75, CMAS Progress Payments & Risk Assessment.
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2. Outsourcing Services
Careful analysis must be given by State agencies to using contracted personnel rather than using civil service positions within State government.
GC 19130(c) requires that all persons who provide services to the State under conditions that constitute an employment relationship shall, unless exempted by Article VII (Section 4) of the California Constitution, be retained under an appropriate civil service appointment.
Issuing a CMAS purchase order for services to an independent contractor is permissible when any of the following conditions set forth in GC 19130(b) can be met:
• Exempt under Constitution
• New State function and legislative authority
• Service not available; highly specialized or
• Technical
• Incidental to the purchase or lease
• Conflict of interest; need unbiased findings
• Emergency appointment
• Private counsel, with Attorney General approval and Governor’s Office, if applicable • Contractor will provide deliverables that are not feasible for the State to provide • Training when civil service is not available
• Urgent, temporary, or occasional services when civil service delay would frustrate the purpose (see Option 2)
When justified as outlined above, personal services must fall under one of the two following options:
Option 1. CMAS orders for personal services such as project management, independent verification and validation, systems analysis and design, and miscellaneous services are not limited to the number of hours or months per year that a consultant can work if the services contracted for are not available within civil service, cannot be performed satisfactorily by civil service employees, or are of such a highly specialized or technical nature that the necessary expert knowledge, experience, and ability are not available through the civil service system (GC 19130.b (3)).
Option 2. CMAS personal services orders for programmers, systems analysts, and technical specialists which are of an urgent, temporary, or occasional nature, such that hiring additional civil service positions is not feasible, are limited to 9 months (1,548 hours) per consultant within a twelve consecutive month period (GC 19130.b (10)/California State Constitution, Article VII, Section 5).
This provision is per agency and is inclusive of orders issued on your behalf by another agency.
Contractors must wait three months from CMAS order termination/expiration before submitting the candidate’s resume for work at the same agency/department.
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For each order, the agency must prepare and retain in their file a written justification that includes specific and detailed factual information that demonstrates that the contract meets one or more of the conditions set forth in (GC 19130(b)).
3. State Personnel Board Requirements
State Personnel Board approval is required for a purchase order based on cost savings to the State as justification for not using civil service personnel.
4. Statement of Work
A Statement of Work (SOW) must be prepared as applicable for each purchase order.
Information regarding the preparation of a SOW is available at the CMAS website (www.dgs.ca.gov/PD/About/Page-Content/PD-Branch-Intro-AccordionList/Acquisitions/California-Multiple-Award-Schedules), select “Statement of Work Information”, Agencies are strongly encouraged to use this information when developing SOW requirements that will accompany the RFO and the resulting purchase order.
5. Follow-on Contracts Are Prohibited
No person, firm, or subsidiary thereof who has been awarded a purchase order for consulting services, or a purchase order that includes a consulting component, may be awarded a purchase order for the provision of services, delivery of goods or supplies, or any other related action which is required, suggested, or otherwise deemed appropriate as an end product of the purchase order (PCC 10365.5).
Therefore, any consultant who develops a program study or provides formal recommendations is precluded from providing any work recommended in the program study or the formal recommendation.
CONTRACTOR EVALUATIONS
Pursuant to PCC 12102.3, a post evaluation must be completed for all IT services $500,000 and over related to an IT project as defined in the SAM 4819.2. A copy of the post evaluation and subsequent comments from the contractor must be sent to [email protected]. A post evaluation and contractor response pursuant to PCC 12102.3 is exempt from the Public Records Act.
Buyers must complete a Post Evaluation for IT Services Contracts (STD 971) for each completed IT services contract totaling $500,000 or more AND related to an IT project (both delegated and non-delegated IT projects as defined by the State Administrative Manual).
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PRODUCTIVE USE REQUIREMENTS
The customer in-use requirement applies to all procurements of information technology equipment and software, per SCM, Volume 3, Chapter 2, 2.B6.2 and SCM, Volume FISCal, Chapter 2, 2.E3.2.
Each equipment or software component must be in current operation for a paying customer and the paying customer must be external to the contractor’s organization (not owned by the contractor and not owning the contractor).
To substantiate compliance with the Productive Use Requirements, the CMAS contractor must provide upon request the name and address of a customer installation and the name and telephone number of a contact person.
The elapsed time such equipment or software must have been in operation is based upon the importance of the equipment or software for system operation and its cost. The following designates product categories and the required period of time for equipment or software operation prior to approval of the replacement item on CMAS.
Category 1 - Critical Software: Critical software is software that is required to control the overall operation of a computer system or peripheral equipment. Included in this category are operating systems, data base management systems, language interpreters, assemblers and compilers, communications software, and other essential system software.
Cost Installation Final Bid Submission
More than $100,000 8 months 6 months
$10,000 up to $100,000 4 months 3 months
Less than $10,000 1 month 1 month
Category 2 - All Information Technology Equipment and Non-Critical Software: Information technology equipment is defined in SAM 4819.2.
Cost Installation Final Bid Submission
More than $100,000 6 months 4 months
$10,000 up to $100,000 4 months 3 months
Less than $10,000 1 month 1 month
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NOT SPECIFICALLY PRICED ITEMS
The only time that open market/incidental, non-schedule items may be included in a CMAS order is when they fall under the parameters of the Not Specifically Priced (NSP) Items provision.
CMAS contractors must be authorized providers of the hardware, software and/or services they offer under the NSP Items provision.
Agency and CMAS contractor use of the NSP provision is subject to the following requirements:
1. Purchase orders containing only NSP items are prohibited.
2. A purchase order containing NSP items may be issued only if it results in the lowest overall alternative to the State.
3. NSP items shall be clearly identified in the order. Any product or service already specifically priced and included in the base schedule may not be identified as an NSP item.
4. NSP Installation Services: The CMAS contractor is fully responsible for all installation services performed under the CMAS. Product installations must be performed by manufacturer authorized personnel and meet manufacturer documented specifications. The prime contractor, as well as any subcontractors, must hold any certifications and/or licenses required for the project. The total dollar value of all installation services included in the purchase order cannot exceed the dollar value of the products included in the purchase order, nor can they exceed the NSP Maximum Order Limitation.
5. Maximum Order Limitation: For orders $250,000, or less, the total dollar value of all NSP items included in a purchase order shall not exceed $5,000. For orders exceeding $250,000, and at the option of the contractor, the total dollar value of all NSP items in a purchase order shall not exceed 5% of the total cost of the order or $25,000 whichever is lower.
6. An NSP item included in an order issued against a CMAS is subject to all of the terms and conditions set forth in the contract.
7. Trade-ins, upgrades, involving the swapping of boards, are permissible, where the contract makes specific provisions for this action. In those instances, where it is permitted, the purchase order must include the replacement item and a notation that the purchase involves the swapping of a board.
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November 03, 2021 Ordering Instructions and Special Provisions 17 The following NSP items are specifically excluded from any order issued under this CMAS:
1. Items not intended for use in direct support of the priced items included in the same order.
An NSP item must be subordinate to the specifically priced item that it is supporting. For example, a cable, which is not otherwise specifically priced in the base schedule, is subordinate to a specifically priced printer or facsimile machine and is eligible to be an NSP item subject to that cable meeting the remaining NSP requirements. However, a printer or facsimile machine, which is not otherwise specifically priced in the base schedule, is not subordinate to a specifically priced cable, and is not eligible to be an NSP item.
2. Supply type items, except for the minimum amount necessary to provide initial support to the priced items included in the same order.
3. Items that do not meet the Productive Use Requirements for information technology products, per SCM, Volume 3, Chapter 2, 2.B6.2 and SCM, Volume FISCal, Chapter 2,
2.E3.2.
4. Any other item or class of items specifically excluded from the scope of this CMAS.
5. Public Works components NOT incidental to the total purchase order amount.
6. Products or services the CMAS contractor is NOT factory authorized or otherwise certified or trained to provide.
7. Follow-on consultant services that were previously recommended or suggested by the same CMAS contractor.
The CMAS contractor is required to reject purchase orders containing NSP items that do not conform to the above requirements. The CMAS contractor will promptly notify the agency issuing the non-conforming order of its non-acceptance and the reasons for its non-acceptance.
STATE AND LOCAL GOVERNMENTS CAN USE CMAS
State and local government agency use of CMAS is optional. A local government is any city, county, city and county, district, or other local governmental body or corporation, including Universities of California, California State Universities, K-12 schools, and community colleges empowered to expend public funds. While the State makes this CMAS available, each local government agency should make its own determination whether the CMAS program is consistent with its procurement policies and regulations.
PCC 10298 allows any city, county, city and county, district, or other local governmental body or corporation empowered to expend public funds to contract with suppliers awarded CMAS without further competitive bidding.
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(leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=PCC§ionNum=10298).
PCC 10299 allows any school district empowered to expend public funds to utilize CMAS without further competitive bidding.
See complete PCC 10299 language at
(leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=PCC§ionNum=10299).
UPDATES AND/OR CHANGES
A CMAS supplement is not required for updates and/or changes once the update and/or change becomes effective for the base schedule, except as follows:
• A CMAS supplement is required when the CMAS is based on specific products and/or services from another contractor’s multiple award contract and the contractor wants to add a new manufacturer’s products and/or services.
• A CMAS supplement is required for new federal contract terms and conditions that constitute a material difference from existing contract terms and conditions. A material change has a potentially significant effect on the delivery, quantity or quality of items provided, the amount paid to the contractor or on the cost to the State.
SELF-DELETING BASE SCHEDULE TERMS AND CONDITIONS
Instructions, or terms and conditions that appear in the Special Items or other provisions of the base schedule and apply to the purchase, license, or rental (as applicable) of products or services by the US Government in the United States, and/or to any overseas location shall be self-deleting. (Example: "Examinations of Records" provision).
Federal regulations and standards, such as Federal Acquisition Regulation, Federal Information Resources Management Regulation, Federal Information Processing Standards, General Services Administration Regulation, or Federal Installment Payment Agreement shall be self-deleting.
Federal blanket orders and small order procedures are not applicable.
ORDER OF PRECEDENCE
The CMAS Terms and Conditions takes precedence if there is a conflict between the terms and conditions of the contractor's base schedule, packaging, invoices, catalogs, brochures, technical data sheets or other documents (see CMAS Terms and Conditions, CONFLICT OF TERMS).
APPLICABLE CODES, POLICIES AND GUIDELINES
All California codes, policies, and guidelines are applicable. The use of CMAS does not reduce or relieve state agencies of their responsibility to meet statewide requirements regarding contracting or the procurement of goods or services. Most procurement and contract codes, policies, and guidelines are incorporated into CMAS agreements. Nonetheless, there is no guarantee that every possible requirement that pertains to all the different and unique State processes has been included.
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PAYMENTS AND INVOICES
1. Payment Terms
Payment terms for this CMAS are net 45 days.
Payment will be made in accordance with the provisions of the California Prompt Payment Act, GC 927. Unless expressly exempted by statute, the Act requires State agencies to pay properly submitted, undisputed invoices not more than 45 days after (1) the date of acceptance of goods or performance of services; or (2) receipt of an undisputed invoice, whichever is later.
2. Payee Data Record (Standard 204)
State Agencies not transacting in FISCal, must obtain a copy of the Payee Data Record (Standard 204) in order to process payments. State Ordering Agencies must forward a copy of the Standard 204 to their accounting offices. Without the Standard 204, payment may be unnecessarily delayed. State Agencies should contact the CMAS contractor for copies of the Payee Data Record.
3. DGS Administrative and Incentive Fees
Orders from State Agencies:
DGS will bill each State agency directly an administrative fee for use of CMAS. The administrative fee should NOT be included in the order total or remitted before an invoice is received from DGS. This administrative fee is waived for CMAS purchase orders issued to California certified small businesses.
Orders from Local Government Agencies:
CMAS contractors, who are not California certified small businesses, are required to remit to DGS an incentive fee equal to a percentage of the total of all local government agency orders (excluding sales tax and shipping) placed against their CMAS.
The incentive fee is waived for CMAS purchase orders issued to California certified small businesses.
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4. Contractor Invoices
Unless otherwise stipulated, the CMAS contractor must send their invoices to the agency address set forth in the purchase order. Invoices shall be submitted in triplicate and shall include the following:
• CMAS number
• Agency purchase order number
• Agency Bill Code (State Only)
• Line item number
• Unit price
• Extended line item price
• Invoice total
State sales tax and/or use tax shall be itemized separately and added to each invoice as applicable.
The company name on the CMAS, purchase order and invoice must match or the State Controller’s Office will not approve payment.
5. Advance Payments
Advance payment is allowed for services only under limited, narrowly defined circumstances, i.e., between specific departments and certain types of non-profit organizations, or when paying another government agency (GC 11256 through 11263 and 11019).
It is NOT acceptable to pay in advance, except software maintenance and license fees, which are considered a subscription and may be paid in advance if a provision addressing payment in advance is included in the purchase order.
Software warranty upgrades and extensions may also be paid for in advance, one time.
6. Credit Card
The CMAS contractor does not accept the State of California credit card (CAL-Card).
7. Leasing/Financing
California State Agencies are required to utilize the Golden State Financial Marketplace (GS SMart) program for all financing and leasing needs. California Local Government Agencies (counties, cities, K-12 school districts, community colleges, California State Universities, Universities of California, etc.) may utilize the GS SMart program for financing and leasing according to PCC 14937. The minimum dollar amount for Local Government Agency financing and leasing is $100,000.
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8. Lease/Purchase Analysis
State agencies must complete a Lease/Purchase Analysis (LPA) to determine best value when contemplating a lease/rental and retain a copy for future audit purposes (SAM 3710).
For short-term rental equipment, the lease/purchase analysis must be approved by DGS Office of legal Services.
The lease/purchase analysis for all other purchases must be approved by the Department of General Services, GS SMart State Financial Marketplace. Buyers may contact the GS SMart Administrator, Kris Bianchini via e-mail at [email protected] for further information.
9. Leasing
The State reserves the right to select the form of payment for all procurements, be it either an outright purchase with payment rendered directly by the State, or a financing/lease-purchase or operating lease via the State Financial Marketplace (GS SMart and/or Lease SMart). If payment is via the financial marketplace, the Supplier will invoice the State and the State will approve the invoice and the selected Lender/Lessor for all product listed on the State’s procurement document will pay the supplier on behalf of the State.
Buyers may contact the GS SMart Administrator, Kris Bianchini via e-mail at [email protected] for further information.
10.Maintenance Tax
The California Department of Tax and Fee Administration has ruled that in accordance with Section 1546 of the Sales and Use Tax Regulations of the Business Taxes Law Guide, whenever optional maintenance contracts include consumable supplies, such supplies are subject to sales tax.
Generally, the State has two options:
1. For agreements that provide for only maintenance services (i.e., the furnishing of labor and parts necessary to maintain equipment), the charges for the provision of maintenance services are not taxable.
2. For agreements that provide for both maintenance services and consumable supply items (i.e., toner, developer, and staples, for example), the provision of the consumable supplies is considered a taxable sale of tangible personal property. Therefore, State agencies awarding optional maintenance contracts are responsible for paying the applicable sales tax on the consumable supplies used during the performance period of the maintenance contract.
The Contractor will be required to itemize the taxable consumables for State accounting purposes.
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OBTAINING COPY OF ORIGINAL CMAS AND SUPPLEMENTS
A copy of a CMAS and supplements, if any, can be obtained at Cal eProcure (caleprocure.ca.gov).
A complete CMAS consists of the following:
• CMAS cover pages (which includes the signature page, ordering instructions and special provisions, and any attachments or exhibits as prepared by the CMAS Unit) • CMAS Terms and Conditions.
• Base schedule terms and conditions
• Product/service listing and prices
• Supplements, if applicable.
It is important for the agency to confirm that the required products, services, and prices are included in the CMAS and are at or below base schedule rates. To streamline substantiation that the needed items are in the base schedule, the agencies should ask the CMAS contractor to identify the specific pages from the base schedule that include the required products, services, and prices. Agencies should save these pages for their file documentation.
CONTRACTORS ACTING AS FISCAL AGENTS ARE PROHIBITED
When a subcontractor ultimately provides all of the products or performs all of the services that a CMAS contractor has agreed to provide, and the prime contractor only handles the invoicing of expenditures, then the prime contractor's role becomes that of a fiscal agent because it is merely administrative in nature and does not provide a Commercially Useful Function. It is unacceptable to use fiscal agents in this manner because the agency is paying unnecessary administrative costs.
AGENCY RESPONSIBILITY
Each agency is responsible for its own contracting program and purchasing decisions, including use of the CMAS program and associated outcomes.
This responsibility includes, but is not necessarily limited to, ensuring the necessity of the services, securing appropriate funding, complying with laws and policies, preparing the purchase order in a manner that safeguards the State’s interests, obtaining required approvals, and documenting compliance with GC 19130.b (3) for outsourcing services.
It is the responsibility of each agency to consult as applicable with their legal staff and contracting offices for advice depending upon the scope or complexity of the purchase order.
If you do not have legal services available to you within your agency, DGS Office of Legal Services is available to provide services.
CONFLICT OF INTEREST
Agencies must evaluate the proposed purchase order to determine if there are any potential conflict of interest issues. See the CMAS Terms and Conditions, Conflict of Interest, for more information.
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FEDERAL DEBARMENT
When federal funds are being expended, the agency is required to obtain (retain in file) a signed “Federal Debarment” certification from the CMAS contractor before the purchase order is issued.
This certification is required by the regulations implementing Executive Order 12549, Debarment and Suspension, 29 CFR Part 98, Section 98.510, Participants; responsibilities. The regulations were published as Part VII of the May 26, 1988 Federal Register (pages 19160-19211).
CONTRACTOR TRAVEL
Travel costs are not included in the contractor’s awarded hourly rates. If a subsequent user agency purchase allows for travel costs, reimbursement for contractor’s personnel for travel, per diem, lodging, meals and incidentals shall not exceed State rates current at the time of purchase as defined in the California Department of Human Resources Rules 599.615 to 599.635 (www.calhr.ca.gov/employees/Pages/travel-reimbursements.aspx). Travel costs allowed by the user agency shall be itemized separately on the user agency purchase contract.
LIQUIDATED DAMAGES FOR LATE DELIVERY
The value of the liquidated damages cannot be a penalty, must be mutually agreed upon by agency and contractor and included in the purchase order to be applicable.
ACCEPTANCE TESTING CRITERIA
If the agency wants to include acceptance testing for all newly installed technology systems, and individual equipment, and machines which are added or field modified (modification of a machine from one model to another) after a successful performance period, the test criteria must be included in the purchase order to be applicable.
AMERICANS WITH DISABILITY ACT
To view the DGS Accessibility Policy, please visit www.dgs.ca.gov/Configuration/Footer-UtilityLinks/Accessibility/Accessibility.
City Council
STAFF REPORT
Date: April 19, 2023 Agenda Item:
2.E.
To: Honorable Mayor and City Council Members
Prepared By: Lisette Free, Finance Director
Department: Finance
SUBJECT:
Quarterly Investment Report for Quarter Ended March 31, 2023 RECOMMENDATION:
Receive and file the Quarterly Investment Report for the Quarter Ended March 31, 2023.
SUMMARY:
This report has been prepared to meet the requirements of the City’s Investment Policy and applicable sections of the State of California Government Code.
BACKGROUND:
The City’s Investment Policy requires the Treasurer to render a quarterly report to the legislative body. The report is to be prepared in accordance with Government Code Section 53646 (b)(1) and should contain detailed information on all securities, investments, and monies of the local agency; a statement of compliance of the portfolio with the Statement of Investment Policy; and a statement of the City’s ability to meet its cash flow requirements for the next six months. This report, which is for the quarter ended March 31, 2023, meets the requirements of the Investment Policy and Government Code.
It covers funds of the City and the Successor Agency to the former Norco Redevelopment Agency.
The attached schedules (attachments 1 through 4) have been prepared to meet the detailed requirements of the Government Code and the City’s Investment Policy as approved by the Council on April 5, 2023. It is to be noted that the Investment Policy excludes certain investments (bond proceeds) from these requirements. This means that bond proceeds are invested in accordance with the provisions of the bond indentures rather than the provisions of the Investment Policy. Consequently, in determining whether the operating portfolio holdings are in compliance with the Government Code and the approved Investment Policy, investments of bond proceeds have been excluded.
Attachment 1 provides a summary schedule of the City’s operating portfolio holdings by type as of March 31, 2023. This summary also provides information on whether or not each investment category complies with the limitations imposed by State law and the City’s Investment Policy. Investments that are subject to the Statement of Investment Policy are operating or idle funds invested by the Treasurer within the provisions of the approved Investment Policy. During the quarter ended March 31, 2023, the operating portfolio increased by a net amount of $2.9 million from $93.6 million to $96.5 million.
Revenues exceeded disbursements for expenditures for this quarter due to property tax, vehicle license fees, sales tax and Measure R received.
A summary of investments not subject to the provisions of the Investment Policy (bond proceeds and debt service reserve funds) is also shown on Attachment 1. These funds are invested in accordance with applicable bond indenture provisions. During the quarter ended March 31, 2023, bond proceeds and debt service reserve fund portfolio increased by a net amount of $1 million from $6.3 million to $7.3 million due to the transfer from operating funds for the April 1, 2023 debt service payments.
Attachment 2 provides a graphical breakdown of the operating portfolio holdings by investment type as of March 31, 2023. This chart is for investments that are subject to the Investment Policy. The operating portfolio consisted of 70% investment in the State of California Local Agency Investment Fund (LAIF), 27% in US Treasuries and US Agency Securities and the remaining 3% in cash and cash equivalents.
Attachment 3 provides a detailed listing of the City’s portfolio holdings as required by the Government Code. In this listing, “N/A” is used to denote that the information is either not available or not applicable. Agency Securities issued by United States Government Sponsored Entities (GSEs) are rated “AA+” by Moody’s rating service and “AAA” by Fitch rating service.
Attachment 4 indicates cash balances by Fund as additional information to complement the schedule of investment holdings. For the Operating Funds, the cash balance provides an indication of the financial health of each Fund.
CASH FLOWS: Based on cash balances as of March 31, 2023 and anticipated cash receipts for the next six months, staff estimates that there will be sufficient cash to cover disbursements for the City and Successor Agency for the next six months ending September 30, 2023.
FISCAL IMPACT:
Not Applicable.
RELATIONSHIP TO STRATEGIC PLAN:
The Quarterly Investment Report is consistent with Strategic Direction #3 “Economic Development & Financial Stability - Assure financial stability by expanding development efforts, diversifying revenue sources and continuing prudent financial management." REVIEWED AND APPROVED BY:
Certified as to Availability of Funds: Lisette Free, Finance Director Approved by: Lori Sassoon, City Manager
Approved as to Form: Harper and Burns, LLC, City Attorney ATTACHMENT(S):
Attachment 1
Attachment 2
Attachment 3
Attachment 4
Attachment 5
Attachment 1
City of Norco, California
Portfolio Summary
As of March 31, 2023
City Investments Subject to Investment Policy Market Value Percentage Policy Maximum Compliance Cash 2,775,231 $ 2.87% NA In Compliance
Local Agency Investment Fund 67,145,661 69.54% 100% In Compliance U.S. Treasury Securities 8,877,180 9.19% 100% In Compliance U.S. Government Agency Securities 17,753,175 18.39% 100% In Compliance Total $ 96,551,247 100.00%
1.999%
City Investments Not Subject to Investment Policy Market Value Percentage Community Facilities Districts 1,740,679 $ 23.82%
Sewer and Water System 766,965 10.49%
Refunding Tax Allocation Bonds 4,800,318 65.69%
Total $ 7,307,962 100.00%
1.038%
Estimated Portfolio Yield
Estimated Portfolio Yield
Attachment 2
BEGINNING AND ENDING VALUES BREAKDOWN OF INVESTMENTS
Beg. Market Values Ending Market Values
Breakdown 12/31/2022 3/31/2023 Investments Subject to Investment Policy Portfolio % Rating Cash 2,885,825 2,775,231 Local Agency Investment Fund 67,145,661 69.54% Not Rated Local Agency Investment Fund 64,336,668 67,145,661 Federal Home Loan Banks 14,845,845 15.38% AAA U.S. Treasury Securities 8,857,170 8,877,180 Federal Farm Credit Banks 2,907,330 3.01% AAA U.S. Government Agency Securities 17,554,350 17,753,175 Wells Fargo Checking Account 2,473,031 2.56% Not Rated Total Market Value 93,634,013 96,551,247 US Treasury Bills 5,932,020 6.14% Not Rated US Treasury Notes 2,945,160 3.05% AAA
US Bank Principal Cash 302,201 0.31% Not Rated
TOTAL 96,551,247 100%
SUMMARY OF CITY OF NORCO'S PORTFOLIO
INVESTMENTS SUBJECT TO INVESTMENT POLICY
Not Rated
79%
Rated
21%
By Rating
< 1 year
86%
1-3 years
14%
> 3 years
0%
By Maturity (Years)
Local Agency
Investment
Fund
70%
Federal
Home Loan
Banks
15%
Federal
Farm Credit
Banks
3%
Cash
3%
US Treasury
Bills
6%
US Treasury
Notes
3%
By Type
Attachment 3 Page 1
City of Norco, California
Portfolio Details
As of March 31, 2023
Investments Subject to Policy
Cash & Cash Equivalents
Purchase
Date Maturity Date CUSIP # Description of Security
Investment
Policy Account Rating
Coupon
Rate
Yield to
Maturity Face Value Cost Market Value
N/A N/A N/A Checking Accounts N/A Wells Fargo N/A N/A 0.00% N/A 2,473,031 2,473,031 N/A N/A N/A Principal Cash N/A US Bank N/A N/A 0.00% N/A 302,201 302,201 Subtotal 2,775,231 2,775,231
Local Agency Investment Fund
Purchase
Date Maturity Date CUSIP # Description of Security
Investment
Policy Account Rating
Coupon
Rate
Yield to
Maturity Face Value Cost Market Value
N/A N/A N/A Local Agency Investment Fund XI.13 State of California N/A N/A N/A N/A 68,418,989 67,145,661 Subtotal 68,418,989 67,145,661
US Bank Custodial Account
06/28/21 09/30/24 3130AMV74 Federal Home Loan Banks XI.5 US Bank AAA 0.400% 0.425% 5,000,000 5,000,000 4,705,000 12/30/21 12/30/24 3130AQAR4 Federal Home Loan Banks XI.5 US Bank AAA 0.500% 0.527% 2,500,000 2,500,000 2,372,700 12/23/21 12/23/24 3130AQAS2 Federal Home Loan Banks XI.5 US Bank AAA 1.070% 1.131% 2,500,000 2,500,000 2,366,000 12/28/21 03/28/24 3130AQB44 Federal Home Loan Banks XI.5 US Bank AAA 0.875% 0.909% 2,500,000 2,500,000 2,405,325 01/19/22 01/25/24 3133ENLY4 Federal Farm Credit Banks XI.5 US Bank AAA 1.040% 1.073% 3,000,000 3,000,000 2,907,330 12/30/22 12/22/23 3130AUD68 Federal Home Loan Banks XI.5 US Bank AAA 4.750% 4.760% 3,000,000 2,998,200 2,996,820 08/10/22 08/10/23 912796XY0 United States Treasury Bills XI.2 US Bank N/A 4.805% 4.887% 3,000,000 2,909,008 2,949,570 06/14/22 05/18/23 912796W47 United States Treasury Bills XI.2 US Bank N/A 4.646% 4.674% 3,000,000 2,919,260 2,982,450 02/08/23 01/31/24 9128285Z9 United States Treasury Notes XI.2 US Bank AAA 2.500% 2.547% 3,000,000 2,933,610 2,945,160 27,260,079 26,630,355
Total Investments Subject to Policy 98,454,299 96,551,247
Attachment 3 Page 2
City of Norco, California
Portfolio Details
As of March 31, 2023
Investments Not Subject to Policy (Bond Proceeds)
Community Facilities Districts
Cash and Cash Equivalents
Purchase
Date Maturity Date CUSIP # Description of Security
Investment
Policy Account Rating
Coupon
Rate
Yield to
Maturity Face Value Cost Market Value
N/A N/A 9AMMF05B2 US Bank Money Market XI.11 US Bank N/A N/A 0.005% N/A 111 111 N/A N/A 9AMMF05B2 US Bank Money Market XI.11 US Bank N/A N/A 0.005% N/A 65,882 65,882 N/A N/A 9AMMF05B2 US Bank Money Market XI.11 US Bank N/A N/A 0.005% N/A 176 176 N/A N/A 9AMMF05B2 US Bank Money Market XI.11 US Bank N/A N/A 0.005% N/A 23,403 23,403 N/A N/A 31846V203 First American Government XI.11 US Bank N/A N/A 4.343% N/A 52 52 N/A N/A 31846V203 First American Government XI.11 US Bank N/A N/A 4.343% N/A 47,320 47,320 N/A N/A 31846V203 First American Government XI.11 US Bank N/A N/A 4.343% N/A 15,768 15,768 Subtotal 152,712 152,712
Local Agency Investment Fund
Purchase
Date Maturity Date CUSIP # Description of Security
Investment
Policy Account Rating
Coupon
Rate
Yield to
Maturity Face Value Cost Market Value
N/A N/A N/A Local Agency Investment Fund (CFD 2002-1) XI.13 State of California N/A N/A N/A N/A 57,148 58,231 Subtotal 58,231 57,148
U.S. and Agency Securities
Purchase
Date Maturity Date CUSIP # Description of Security
Investment
Policy Account Rating
Coupon
Rate
Yield to
Maturity Face Value Cost Market Value
08/21/19 08/24/25 3136G4Q97 F H L M C M T N XI.5 US Bank AAA 0.650% 0.705% 1,440,000 1,440,000 1,327,766 11/10/20 08/23/24 3135GA4R9 F N M A XI.5 US Bank AAA 0.420% 0.445% 215,000 215,000 203,052 1,655,000 1,655,000 1,530,819
Total Community Facilities Districts 1,865,944 1,740,679 Investments Not Subject to Policy (Bond Proceeds)
Sewer and Water System
Cash and Cash Equivalents
Purchase
Date Maturity Date CUSIP # Description of Security
Investment
Policy Account Rating
Coupon
Rate
Yield to
Maturity Face Value Cost Market Value
N/A N/A 31846V203 First American Government XI.11 US Bank N/A N/A 4.343% N/A 267 267 N/A N/A 31846V203 First American Government XI.11 US Bank N/A N/A 4.343% N/A 766,466 766,466 N/A N/A 31846V203 First American Government XI.11 US Bank N/A N/A 4.343% N/A 226 226 Subtotal 766,965 766,965
Total Sewer and Water System 766,965 766,965
Attachment 3 Page 3
City of Norco, California
Portfolio Details
As of March 31, 2023
Investments Not Subject to Policy (Bond Proceeds)
Refunding Tax Allocation Bonds
Cash & Cash Equivalents
Purchase
Date Maturity Date CUSIP # Description of Security
Investment
Policy Account Rating
Coupon
Rate
Yield to
Maturity Face Value Cost Market Value
N/A N/A 31846V401 First American Government Obligation XI.11 US Bank N/A N/A 4.193% N/A 119,190 119,190 N/A N/A 31846V401 First American Government Obligation XI.11 US Bank N/A N/A 4.193% N/A 361 361 N/A N/A 31846V401 First American Government Obligation XI.11 US Bank N/A N/A 4.193% N/A 262 262 N/A N/A 31846V401 First American Government Obligation XI.11 US Bank N/A N/A 4.193% N/A 318 318 N/A N/A 31846V401 First American Government Obligation XI.11 US Bank N/A N/A 4.193% N/A 30,676 30,676 N/A N/A 9AMMF05B2 US Bank Money Market XI.11 US Bank N/A N/A 0.005% N/A 95 95 N/A N/A 9AMMF05B2 US Bank Money Market XI.11 US Bank N/A N/A 0.005% N/A 23 23 N/A N/A 9AMMF05B2 US Bank Money Market XI.11 US Bank N/A N/A 0.005% N/A 26 26 N/A N/A 9AMMF05B2 US Bank Money Market XI.11 US Bank N/A N/A 0.005% N/A 23,682 23,682 N/A N/A 9AMMF05B2 US Bank Money Market XI.11 US Bank N/A N/A 0.005% N/A 56,344 56,344 N/A N/A 9AMMF05B2 US Bank Money Market XI.11 US Bank N/A N/A 0.005% N/A 11 11 N/A N/A 9AMMF05B2 US Bank Money Market XI.11 US Bank N/A N/A 0.005% N/A 15 15 N/A N/A 9AMMF05B2 US Bank Money Market XI.11 US Bank N/A N/A 0.005% N/A 11,582 11,582 N/A N/A 9AMMF05B2 US Bank Money Market XI.11 US Bank N/A N/A 0.005% N/A 107,416 107,416 N/A N/A 9AMMF05B2 US Bank Money Market XI.11 US Bank N/A N/A 0.005% N/A 76 76 N/A N/A 9AMMF05B2 US Bank Money Market XI.11 US Bank N/A N/A 0.005% N/A 66 66 N/A N/A 9AMMF05B2 US Bank Money Market XI.11 US Bank N/A N/A 0.005% N/A 20,844 20,844 Subtotal 370,988 370,988
Local Agency Investment Fund
Purchase
Date Maturity Date CUSIP # Description of Security
Investment
Policy Account Rating
Coupon
Rate
Yield to
Maturity Face Value Cost Market Value
N/A N/A N/A Local Agency Investment Fund (2010 TABs) XI.13 State of California N/A N/A N/A N/A 24,362 23,908 N/A N/A N/A Local Agency Investment Fund (2003 TABs) XI.13 State of California N/A N/A N/A N/A 111,089 109,022 Subtotal 135,451 132,930
U.S. and Agency Securities
Purchase
Date Maturity Date CUSIP # Description of Security
Investment
Policy Account Rating
Coupon
Rate
Yield to
Maturity Face Value Cost Market Value
11/23/20 08/23/24 3135GA4R9 F N M A XI.5 US Bank AAA 0.420% 0.445% N/A 1,940,000 1,832,194 05/26/21 05/26/26 3130AMG63 Federal Home Loan Banks XI.5 US Bank AAA 0.500% 0.544% N/A 1,040,000 956,259 05/26/21 05/26/26 3130AMG63 Federal Home Loan Banks XI.5 US Bank AAA 0.500% 0.544% N/A 1,055,000 970,051 05/26/21 05/26/26 3130AMG63 Federal Home Loan Banks XI.5 US Bank AAA 0.500% 0.544% N/A 585,000 537,896 Subtotal 4,620,000 4,296,401
Total Refunding Tax Allocation Bonds 5,126,438 4,800,318 Total Investments Not Subject to Policy 7,759,347 7,307,962
Attachment 4
City of Norco, California
Portfolio Details by Fund
As of March 31, 2023
Investments Subject to Policy Qtr ended
03/31/23
Fund Description Balance
012 Successor Agency Project Fund 135,954
016 Cal Home Grant Fund 64,591
017 Successor Agency Fund 191,937
018 Housing Fund 3,719,847
121 General Fund 24,356,104
122 Miscellaneous Grants Fund (94,955)
123 CDBG Fund (192)
124 Water Fund 5,410,310
126 Sewer Fund 3,822,496
127/132 Measure R Fund 15,526,437
128 Equipment Replacement Fund 4,361,947
129 Storm Drain Fund 2,399,890
131 Nancy Newman Fund 94,425
133 Gas Tax Fund 108,547
134 Benefits and Insurance Fund 362,818
135 Information Technology Fund 1,157,739
136 SB1 Road Maintenance & Rehab. Fund 539,873
137 Measure A Fund 1,135,683
139 NPDES Fund 24,657
140 General Govt Improvement Fund 527,279
141 Park Improvement Fund 828,097
142 Fire Improvement Fund 661,501
143 Trail Improvement Fund 232,791
144 Water Capital Fund 5,389,818
146 Public Meeting Facilities Fund 162,896
147 Sewer Facilities Fund 12,268,307
149 Street Improvement Fund 1,727,778
151 Animal Control Fund 47,438
152 Facility Improvement Fund 126,958
153 Special Asset Fund 2,796,362
154 Trust Deposit Fund 1,138,617
155 American Rescue Plan Act - ARPA 2,930,609
156 AQMD Fund 121,185
158 Waste Management Fund 32,729
162 Supplemental Law Grant Fund 16,667
181 CFD 97-1 367,321
182 CFD 2001-1 1,382,623
183 CFD 2002-1 127,604
179 LMD #1 (2,604)
176 LMD #2 (37,312)
177 LMD #3 (10,763)
186 LMD #4 243,967
187 LMD #5 140,513
Subtotal - General Ledger 94,538,490
Various Outstanding Checks/Deposits in Transit 2,012,758 Total Cash and Investments 96,551,247
Attachment 5
Quarterly Investment Portfolio
For the Quarter Ended March 31, 2023
As required by the Government Code, the Treasurer certifies that the investments reported in the accompanying schedules (Attachments 1 through 3) comply with the City of Norco Investment Policy and that sufficient liquidity along with anticipated revenues are available to meet the City and Successor Agency budgeted expenditure requirements for the next six months ending September 30, 2023.
___________________________ ___________________
Lisette Free, Finance Director Date
April 19, 2023
City Council
STAFF REPORT
Date: April 19, 2023 Agenda Item:
2.F.
To: Honorable Mayor and City Council Members
Prepared By: Alma Robles, Planning Director
Department: Planning
SUBJECT:
Consulting Contract with PlaceWorks for California Environmental Quality Act (CEQA) Compliance Services
RECOMMENDATION:
Authorize staff to process a Project Management Consultant Contract with PlaceWorks for CEQA compliance services.
SUMMARY:
CEQA compliance consulting services are necessary to assist Planning staff on an asneeded basis on general environmental services (CEQA documentation and processing), technical studies, and with peer review of CEQA compliance documents such as Environmental Impact Reports (EIRs) of up-coming large projects.
BACKGROUND:
The City is the Lead Agency for ensuring CEQA compliance for projects that involve land use approvals. CEQA compliance ranges from from simple documentation of projects that are exempt from CEQA, to more complex documents such as EIRs that involve public input, and a large volumes of technical studies.
In the increasingly litigious world of land development, review of environmental impact documents by a CEQA professional is necessary to avoid potential vulnerabilities and pitfalls. Public review documents are read and often scrutinized by a wide variety of stakeholders and their representatives - from people with no knowledge at all of the process and issues, to subject matter experts hired by stakeholders who are simply trying to be thorough, to some who hire attorneys to look for loopholes.
In the case of large projects either requiring a Negative Declaration or an EIR, the applicant submits all of the CEQA compliance documents for review by the the City. A professional third party/peer review of the documents is necessary to ensure CEQA procedures are followed and so that environmental impacts are adequately addressed.
There was no Request for Proposal (RFP) as PlaceWorks was chosen based on their qualifications and their experience in working with Cities on CEQA compliance.
PlaceWorks staff has a wealth of experience conducting peer reviews for both overall CEQA documents and individual technical studies prepared by others. PlaceWorks performs peer review services for dozens of lead agencies statewide as an extension of lead agency staff, particularly if they allow the applicant’s team to prepare documents (see Statement of Qualifications, attached).
Funding for CEQA consultation services (should the need arise) for small projects and for City-initiated projects has been included in the Fiscal Years (FY) 2022-2023 under contractual services. On large private projects that require extensive CEQA review such as an EIR, the applicant is responsible for the cost of the service.
FISCAL IMPACT:
Funding for CEQA consultation services for small projects and for City-initiated projects has been included in the FY 2022-2023 Operating Budget under contractual services.
Future costs will be appropriated in subsequent Operating Budgets. For private larger projects, funding allocation may be requested on a case-by case basis; however, the allocation will be off-set by the applicant being responsible for the cost of service.
RELATIONSHIP TO STRATEGIC PLAN:
This item is consistent with Strategic Plan Direction No. 3 - Economic Development and Financial Stability: Assure financial stability by expanding development efforts, diversifying revenue sources and continuing prudent financial management.
REVIEWED AND APPROVED BY:
Certified as to Availability of Funds: Lisette Free, Finance Director Approved by: Lori Sassoon, City Manager
Approved as to Form: Harper and Burns, LLC, City Attorney ATTACHMENT(S):
Statement of Qualifications
CITY OF NORCO • NOVEMBER 2022
Statement of Qualifications
for Environmental Services,
including Third-Party Peer Review
PLACEWORKS.COM
SUBMITTED TO:
CITY OF NORCO
Joshua Altopp | Senior Planner
2870 Clark Avenue, Norco, CA 92860
951.270.5642 | [email protected]
SUBMITTED BY:
PLACEWORKS
Alan Loomis AICP | Principal, Urban Design
700 S. Flower Street, Suite 600 | Los Angeles CA 90017
213.623.1443 x2101 | [email protected]
with
JoAnn C. Hadfield | Principal, Environmental Services
3 MacArthur Place, Suite 1100 | Santa Ana CA 92707
714.966.9220 | [email protected]
NOVEMBER 2022
Statement of Qualifications
for Environmental Services,
including Third-Party Peer Review
3 MacArthur Place, Suite 1100, Santa Ana, California 92707 | 714.966.9220 | PlaceWorks.com November 2022
Joshua Altopp, Senior Planner
CITY OF NORCO
2870 Clark Avenue
Norco CA 92860
Transmitted via Email with Download Link to: [email protected] Subject: Statement of Qualifications to Provide On-Call Environmental Services Dear Joshua:
We appreciate the diverse nature of this request and believe that our qualifications demonstrate our strength in both general environmental services (CEQA documentation and processing) and technical studies. As shown, we frequently take on the role of extended City staff and look forward to an opportunity to work with the City of Norco.
PlaceWorks is a multidisciplinary environmental, planning, and design firm, in business since 1975. For environmental services, we offer:
• Depth of CEQA staff. As detailed in this submittal, we have a large, multi-disciplined staff available to efficiently respond to demanding schedules on complex projects. We have extensive experience in the Inland Empire, Orange County, Los Angeles, and throughout California.
• Extensive In-House Technical Expertise. PlaceWorks has a wide range of environmental technical experts in house including noise/vibration, air quality/GHG, hazardous materials site assessments (Phase Is, PEAs, and remediation), geology, and civil engineering services (water quality, hydrology, health risk), as well as in-house economics, land use planning, visual/lighting analysis, and design expertise. • Experience with Similar On-Call Contracts. We have successful, continuously renewed on-call master service agreements with dozens of jurisdictions statewide, such as the cities of Rancho Cucamonga, Colton, San Bernardino, Anaheim, Irvine, Santa Ana, Los Angeles, Long Beach, Industry, Claremont, Fontana, and Laguna Hills; the counties of Orange, Los Angeles, and San Bernardino; and many more. • Practical Planning Knowledge and In-House Support. As a planning/environmental and design firm, we integrate our services. The majority of our CEQA staff has completed CEQA compliance for general plans, specific plans, and related entitlements. Since these plans are often-times prepared by PlaceWorks, we have an inherent understanding of the process, statutory and regulatory requirements.
As we understand it, the City of Norco may be particularly interested in PlaceWorks’ Third-Party Peer Review Services. In the increasingly litigious world of land development, we recognize and appreciate the importance of professional peer review of environmental impact documents. Our environmental documentation is routinely reviewed by consultants retained by lead agencies, and our staff has a wealth of experience conducting peer reviews for both overall CEQA documents and individual technical studies prepared by others.
We know that public review documents are read and often scrutinized by a wide variety of stakeholders and their representatives—from people with no knowledge at all of the process and issues, to subject matter experts hired by stakeholders who are simply trying to be thorough, to some who hire attorneys to look for loopholes.
PlaceWorks performs peer review services for dozens of lead agencies statewide as an extension of lead agency staff, particularly if they allow applicant and applicant’s team to prepare documents. We ensure that
our documents and processes are objective and consistent with recent legislation and court cases, and that our conclusions are substantiated. Our peer review services helps clients avoid potential vulnerabilities and pitfalls.
JoAnn Hadfield, will serve as overall Principal-in-Charge/Project Manager, and Mark Teague AICP will serve as an as-needed alternate principal—both ensuring the highest levels of quality control both of project work and client service. Each has over 35 years of public and private planning experience and an extensive background in environmental planning and processing. Their contact information is provided below.
JoAnn C. Hadfield
Principal, Environmental Services
PlaceWorks
3 MacArthur Place Suite 1100
Santa Ana CA 92707
714.966.9220 x2319 | [email protected]
Mark Teague AICP
Managing Principal, Environmental Services
PlaceWorks
101 Parkshore Drive Suite 200
Folsom CA 95630
714.966.9220 x2730 | [email protected]
We look forward to establishing a relationship with the City of Norco. As principals, both JoAnn and Mark are authorized to bind PlaceWorks, Inc. (legal company name) to the contents of this submittal and to negotiate contracts on behalf of the firm.
We welcome an opportunity to speak with City staff about our qualifications and how we may assist the City in achieving its goals. Please contact either JoAnn (x2319) or Mark (x2730) at 714.966.9220 or jhadfield@placeworks. com or [email protected] with any questions.
Respectfully submitted,
PLACEWORKS
JoAnn C. Hadfield Mark Teague AICP
Principal, Environmental Services Managing Principal, Environmental Services
i
Contents
Statement of Qualifications: Environmental Services • PLACEWORKS
CONTENTS
ABOUT PLACEWORKS 1
Overview and Approach. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 KEY PERSONNEL 7
Team Organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Key Personnel Qualifications and Roles. . . . . . . . . . . . . . . . . . . . . . . . . . 8 RELATED EXPERIENCE 13
PlaceWorks’ Environmental Services. . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Our Approach to Environmental Planning. . . . . . . . . . . . . . . . . . . . . . . 15 Technical Studies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 On-Call Environmental Master Agreements. . . . . . . . . . . . . . . . . . . . . 22 TESTIMONIALS 27
FEE SCHEDULE 33
APPENDIX A-1
Resumes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1 Relevant Project Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-33
ii
Contents
PLACEWORKS • Statement of Qualifications: Environmental Services This page intentionally left blank.
Just the right size and staff make up to be
truly multidisciplinary. No silos here.
ABOUT
PLACEWORKS
Statement of Qualifications: Environmental Services • PLACEWORKS 1 PlaceWorks is one of the West’s most eminent planning, design, and environmental consulting firms serving communities. The firm serves both public- and private-sector clients in the fields of comprehensive planning, urban design, landscape architecture, environmental analysis, and GIS. Founded in 1975, PlaceWorks now employees a staff of approximately 135 people in six offices. The majority of work on this project will be performed from our Orange County and Los Angeles offices with support from staff in other offices as needed. Our broad experience and technical proficiency have enabled us to develop a keen understanding of the complexities of public policies, project designs, and legal requirements. A summary of PlaceWorks’ services is provided below..
PlaceWorks has completed thousands of environmental documents and risk analyses—from CEQA/NEPA documentation, environmental Company Ownership
Company Type: California
S-Corporation
Incorporated: September 5, 1975
Office Locations
Santa Ana (headquarters)
Los Angeles
Ontario
San Diego
San Luis Obispo
Berkeley
Sacramento
Primary Contact
JoAnn C. Hadfield
Principal, Environmental Services
3 MacArthur Place, Suite 1100
Santa Ana CA 92707
714.966.9220
[email protected]
Website
https:\\placeworks.com
Community Planning
• Comprehensive Planning,
including General Plans, Specific
Plans
• Community Engagement
• Housing Research and Analysis
• Climate Adaptation and Resiliency
Planning
• Zoning and Form-Based Code
• Infill Planning and Design
• Corridor Planning
• Transportation and Active
Transportation Planning
• Transit-Oriented Development
Planning
• Municipal Services
• Geographic Information Systems
• Creative Media
• Transferable Development Rights
Design
• Transit-Oriented Design
• Downtown Planning
• Design Standards/Guidelines
• Site Planning
• Large-Scale Planning and Design
• Strategic Plans
Economics
• Economic and Market Analysis
• Economic Development Planning
• Site Selection and Development
• Feasibility Studies
Landscape Architecture
• Streetscape Design
• Parks and Trails Planning
• Urban Agriculture and Urban
Forestry
• Storm Water Management
Planning
• Evidence-Based Design
Environmental Services
• CEQA/NEPA Documentation
• Third-Party Review
• Technical Studies, including
Air Quality/GHG, Noise/Vibration,
Traffic/Parking, Geology/Hazards,
Environmental Site Assessment,
Health Risk, Visual Impact Analysis
• Site Investigation
• Remedial Engineering Design
• Health Risk Assessment
• Regulatory Compliance
ABOUT PLACEWORKS
2 About PlaceWorks
PLACEWORKS • Statement of Qualifications: Environmental Services site investigations and remediation, and health risk assessments to landscape architecture and transportation and bicycle plans. Our dedicated in-house team consists of project managers, environmental planners and scientists, licensed engineers, environmental assessors, registered geologists, designers, economists, transportation planners, and air quality/GHG and noise modeling experts.
Our broad experience and technical proficiency have enabled us to develop a keen understanding of the complexities of both public policies and project designs for sustainable development. In addition to providing the requisite technical support for wide-ranging tasks, we often serve as a sounding board for clients to explore design strategies and their environmental and regulatory implications.
OVERVIEW AND APPROACH
PlaceWorks is uniquely qualified for the environmental consulting services solicited by the City of Norco. We have a talented environmental services staff—with in-house technical expertise—that is committed to delivering high quality, defensible environmental documentation. Our approach to providing these services to the City is based on the following principles and strengths.
CEQA EXPERTISE
PlaceWorks is one of the West Coast’s leading environmental planning firms. We have provided environmental documentation to public and private sector clients for over four decades under the California Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA). Our projects include large-scale comprehensive planning efforts, site-specific developments, and infrastructure improvements.
Our reputation is built on our consistent production of effective and defensible environmental documents. Our team of senior staff continually monitor and report on environmental legislation, case law, and policies to ensure our documents reflect the latest developments and can withstand legal scrutiny. We translate this expertise into a variety of publications—including our popular and multiawardwinning publication, A Practical Guide to CEQA, and topical PlaceViews newsletters. These publications make the procedural and substantive requirements of CEQA accessible to cities’ staff, decision makers, and the public.
3 About PlaceWorks
Statement of Qualifications: Environmental Services • PLACEWORKS
INTEGRATED APPROACH
PlaceWorks takes an integrated and holistic approach to our planning and environmental projects. We are one of the few firms in California that offer services in environmental review as well as comprehensive planning and design. An ability to view projects through the prism of community planning is one of our strengths and a valuable perspective.
Our environmental planners have broad planning backgrounds, understand the regulatory and policy framework, and consistently work closely with our urban and policy planners on work efforts. We believe that environmental considerations inform the planning process, and our acclaimed work on hundreds of general, specific, and master plans speaks to the success of such efforts.
IN-HOUSE TECHNICAL EXPERTISE
PlaceWorks’ scientists, engineers, designers, and other specialists are experts in the technical aspects of comprehensive environmental review, including air quality, greenhouse gases, noise and vibration, shade/shadow analysis, geology, and hydrology and water quality. Our staff brings rigorous methodologies to bear on the evaluation process.
In the context of increasing litigation of environmental documentation, we believe this expertise is critical to maintaining analytically thorough, defensible documents. Further, we are able to offer ancillary services to our clients, such as environmental due diligence and water quality permitting, drawing from the breadth of our in-house technical expertise.
To supplement and complement our in-house technical team, PlaceWorks has long-standing relationships with qualified technical consultants for the following disciplines: transportation/traffic, cultural resources (including historical, archaeology, paleontology), biological resources, and infrastructure/water quality.
SOLUTIONS-ORIENTED FOCUS
Environmental analysis is not simply the accounting of impacts, but should address serious environmental concerns by anticipating issues and proactively working to solve problems. PlaceWorks’ approach combines problem solving, accuracy, and attention to detail. We consider each project objectively and work with our clients to develop workable plans and programs. We find the most effective solutions often involve early input into the building design process so that measures can be incorporated as project features to lessen environmental impacts.
“I have been thoroughly
satisfied with their work
on all projects which
we have been jointly
involved and appreciate
their professionalism and
thoughtful guidance on
complex issues. In addition
to demonstrating a clear
understanding of our needs,
they have brought to bear a
unique combination of public
policy knowledge and private
development expertise. Their
commitment to the City is
reflected in their quality of
work, timely response and
customized solutions to
our challenges, and overall
responsiveness. I consider
them a close extension of our
staff and highly recommend
their services.”
— Barry Curtis
City of Irvine
4 About PlaceWorks
PLACEWORKS • Statement of Qualifications: Environmental Services
EFFECTIVE PROJECT MANAGEMENT
PlaceWorks has a strong track record of providing personalized service to clients, meeting project schedules, managing tight budgets, and coordinating closely with staff and subconsultants. We are experienced at managing complex projects, drawing on our breadth of staff and in-house technical expertise, and have great working relationships with an array of subconsultants. If the City has certain specifications or requirements in this regard, we look forward to new teaming opportunities. We also use management tools such as Microsoft Project and Deltek software to maintain schedules and budgets. Ultimately, we recognize that our reputation is based on client satisfaction, and we embrace principles of timeliness, quality, and efficiency in our work. We have a Quality Control process involving technical editors, word processors, associates, and project managers to ensure that our documents are complete, reader-friendly, and technically accurate. “PlaceWorks’ project
managers have consistently
communicated complex
schedules, efficiently,
timely managed tasks, and
provided accurate and up-todate accounting information on their budgets. I highly
recommend their services.”
— Larry Mainez
Community Development Director,
City of Highland
Dedicated, experienced, and personable staff.
Methodically creative.
KEY PERSONNEL
Statement of Qualifications: Environmental Services • PLACEWORKS 7
KEY PERSONNEL
TEAM ORGANIZATION
Air Quality/GHG/Energy
JOHN VANG JD
Senior Associate
Hydrology/Water Quality
DINA EL CHAMMAS GASS PE
Senior Engineer
Noise/Vibration
ALEJANDRO GARCIA INCE-USA
Senior Associate
Health Risk Assessment
STEVE BUSH PE
Senior Engineer
Visual Impact Analysis
SCOTT ASHLOCK, ASLA
Associate Principal
GIS
KIM HERKEWITZ
GIS Manager, Southern California
Geology/Geohazards
MICHAEL J. WATSON PG
Senior Geologist
Env. Site Assessment
MICHAEL J. WATSON PG
Senior Geologist
PLACEWORKS
CITY OF NORCO
JOANN C. HADFIELD
Principal
Principal-in-Charge/Overall PM
NICOLE VERMILION
Principal
Principal, Technical Studies
Traffic/Parking, Biological, Cultural/Historic, Civil, Geotechnical PlaceWorks maintains solid relationships and hires the best subconsultants for each particular project.
However, if the City has preferred or contracted consultants, we are happy to work with any.
TECHNICAL EXPERTS
CEQA GENERALIST SENIOR PROJECT MANAGERS AND OTHER PLANNERS Senior Project Manager, or Assistant Project Manager to Principal-in-Charge/Project Manager Also included are a full staff of Associate Planners, Project Planners, and Planners, who are CEQA Generalists that provide research, analysis, writing, technical expert and subconsultant coordination, and project management assistance.
ARABESQUE
SAID-ABDELWAHED
Senior
Associate
ELIZABETH
KIM
Senior
Associate
JORGE
ESTRADA
Senior
Associate
MARIANA
ZIMMERMANN
Senior
Associate
JENNIFER
KELLEY
Senior
Associate
ADDIE FARRELL
Principal
Alternate As-Needed Principal
MARK TEAGUE AICP
Managing Principal
Alternate As-Needed Principal
8 Key Personnel
PLACEWORKS • Statement of Qualifications: Environmental Services
KEY PERSONNEL QUALIFICATIONS AND ROLES
Brief qualifications for key personnel are provided in the matrix below. Full resumes for these and other proposed staff are provided in the Appendix.
Name | Title
Potential Roles on Projects Education Experience
JOANN C. HADFIELD
Principal, Environmental
Services
Principal in Charge, Overall
Project Manager
• BS, Urban Planning, University
of Utah
• Civil Engineering, Cal State
San Diego (all engineering
coursework for BS degree
completed)
Specializes in management of CEQA/NEPA
projects, CEQA peer review, and CEQA training/
teaching. Current on CEQA legislation and go-to
contact for information in the environmental
planning industry.
MARK TEAGUE, AICP
Managing Principal,
Environmental Services
As-Needed Alternate Principal
• BA, Political Science, Stanislaus
State University, Turlock
Experience includes a variety of controversial
and complex projects of all sizes and virtually
all project types as both a public agency and
private-sector planner. Facilitates internal
agency departmental discussions and conducts
evaluations of ordinances, policies and operations
making recommendations to help improve
customer service and respond to public concerns.
ADDIE FARRELL
Principal
As Needed Alternate Principal
• BA, Natural Resource and
Environmental Geography, San
Diego State University
A seasoned project manager who navigates the
CEQA and NEPA processes for a wide range of
project types, from remediation to recreation to
entertainment to health care and beyond. Leads
PlaceWorks’ CEQA/ NEPA practice for the Los
Angeles region and oversees environmental staff
from our Los Angeles office, managing diverse
in‐house and subconsultant teams. Oversees all
aspects of the environmental process and ensures
adherence to budget and scope.
NICOLE VERMILION
Principal
Principal, Air Quality/GHG/
Energy, and Noise Services
• Master of Urban & Regional
Planning, UC Irvine
• BS with Honors, Ecology &
Evolutionary Biology, UC Santa
Cruz
• BA with Honors, Environmental
Studies, UC Santa Cruz
Expert in air quality/GHG CEQA analysis and
a SCAQMD CalEEMod beta tester. Prepares
air quality/GHG technical studies for general/
specific plans, and virtually all PlaceWorks CEQA
documents. Provides air quality/GHG training/
workshops and participates in the AEP Climate
Change Committee and San Joaquin Valley Air
Pollution Control District’s CEQA GHG significance
thresholds working group.
ARABESQUE SAIDABDELWAHED
Senior Associate
CEQA Project Manager/Planner
• Master of Public Policy, UC
Irvine
• BA, anthropology (emphasis in
archaeology), UC Riverside
Manages CEQA and NEPA review documents for
school facilities planning and other project types
from the proposal stage to adoption/certification
within approved budgets and schedules. Also
manages relationships with existing and new
clients, including federal, state, and local agencies
and private developers.
9 Key Personnel
Statement of Qualifications: Environmental Services • PLACEWORKS Name | Title
Potential Roles on Projects Education Experience
ELIZABETH KIM
Senior Associate
CEQA Project Manager/Planner
• MURP, UC Irvine
• BA, Environmental Analysis &
Design, UC Irvine
Skilled in environmental analysis, policy analysis,
and municipal planning; manages environmental
documentation and constraints mapping; provides
research and analysis for EIRs/MNDs.
JORGE ESTRADA
Senior Associate
CEQA Project Manager/Planner
• BS, Urban & Regional Planning,
Cal Poly Pomona
• Certificate in Engineering/
Architectural AutoCAD, Cal
State Long Beach
Specializes in both environmental and community
planning and design. Prepares and manages
environmental documents and specific plans;
entitlement services. Manages general plan and
specific plan EIRs and MNDs.
MARIANA ZIMMERMANN
Senior Associate
CEQA Project Manager/Planner
• MURP, UCLA
• BS. Environmental Studies, UC
Santa Barbara
Leads the production of environmental
documents pursuant to CEQA and NEPA;
coordinating with the project team, lead agency,
public agencies, and community stakeholders; and
attends public hearings, project team meetings,
scoping meetings, and community outreach.
JENNIFER KELLEY
Senior Associate
CEQA Project Manager/Planner
• Master, City Planning, Boston
University
• Bachelor, Landscape
Architecture, Cal Poly San Luis
Obispo
Leads CEQA and NEPA analyses for development
and infrastructure projects from the proposal
stage through entitlement. Expertise includes
senior-level review of documents; coordination
with clients, subconsultants, and public agencies;
keeping project schedules and budgets on track;
and supervising analyses prepared by junior staff.
JOHN VANG, JD
Associate
Air Quality/GHG Analysis Lead,
Health Risk Assessment
• Master of Urban Planning,
Design, & Development,
Cleveland State University
• JD, Cleveland-Marshall College
of Law, Cleveland State
University
• BA, Anthropology, UCLA
Specialist on the air quality, greenhouse gas, and
noise assessment team. Proficient in the various
modeling software for air quality, health risk, and
noise technical studies, such as EMFAC, AERMOD,
SCREEN3, CALINE4, and the Federal Highway
Administration’s Traffic Noise Model.
ALEJANDRO GARCIA, INCE-USA
Senior Associate
Noise and Vibration Lead
• BS, Acoustics, Columbia College,
Chicago
Measures and analyzes noise data and prepares
stand-alone technical studies to support CEQA/
NEPA compliance documents for projects such
as residential, commercial, mixed-use, industrial,
schools, and transportation.
STEVE BUSH, PE
Senior Engineer
Health Risk Assessment Lead,
Water Quality/Hydrology
• MS, Chemical Engineering,
UCLA
• BS, Chemical Engineering, UC
Santa Barbara
Registered Civil Engineer. Conducts air quality/
GHG analyses and health risk assessments for
various projects, including stormwater outlets/
marsh areas. Proficient in different air quality
modeling software such as CalEEMod2011,
BREEZE7.
10 Key Personnel
PLACEWORKS • Statement of Qualifications: Environmental Services Name | Title
Potential Roles on Projects Education Experience
DINA EL CHAMMAS GASS, PE
Senior Engineer/Planner
Hydrology/Water Quality Lead,
Health Risk Assessment, CEQA
CEQA Project Manager/Planner
• MEng, Environmental and
Water Resources Engineer,
American University of Beirut,
Lebanon
• BEng, Civil Engineering,
American University of Beirut,
Lebanon
• MA, East Asian Studies,
Maharishi University of
Management, Fairfield, Iowa
Registered Civil Engineer. Experience in the fields
of sustainability, environmental engineering,
and sustainable watershed management; has
helped prepare environmental impact statements
for large construction sites and performed
field baseline studies and data modeling and
assessment, working with EPA, EU, and WHO
environmental legislation and regulations.
MICHAEL J. WATSON, PG
Senior Geologist
Geology/Geohazards Lead, Site
Assessments Lead
• BS, Geology, UC Riverside Registered Professional Geologist. Proficient in conducting site assessments, geohazard studies,
air quality and industrial hygiene assessments,
groundwater investigations, and remedial actions.
SCOTT ASHLOCK, ASLA
Associate Principal
Visual Impact Analysis Lead
• BS, Landscape Architecture, Cal
Poly Pomona
Registered Landscape Architect. Uses advanced
skills in Adobe Creative Suite, ArcGIS, AutoCAD,
3DS Max, and SketchUp, tackles a wide range of
aesthetic issues for a wide range of the most often
complex of projects.
KIM HERKEWITZ
GIS Manager, So. Cal.
GIS Lead
• BS, Geography, Cal State Long
Beach
Significant experience combining and analyzing
information from a variety of perspectives
combining GIS with other applications such as
Rhino 3D/RhinoTerrain, Mapbox/TileMill, and
JavaScript/HTML5 to highlight crucial information
and make it more accessible.
.
Documents, processes, and peer review services with clear, consistent, and substantiated analysis and findings.
RELATED
EXPERIENCE
Statement of Qualifications: Environmental Services • PLACEWORKS 13
RELATED EXPERIENCE
ENVIRONMENTAL SERVICES
PlaceWorks has over 40 years of experience preparing CEQA and NEPA documents for various jurisdictions and federal agencies. Environmental analysis should address serious environmental concerns, including those from local opposition groups, and find opportunities to solve problems while achieving overall project objectives (i.e., schedule, budget and legal defensibility). We use our expertise to formulate workable plans and programs while remaining objective to ensure our environmental documentation withstands legal scrutiny.
We view ourselves as our clients’ environmental strategist, and because CEQA is California’s broadest environmental law and is a rapidly changing landscape, it is critical to have a deep understanding of the process and legal requirements. We continually integrate new case law, legislative proposals, and regulatory guidance to provide the highest level of legal integrity. Other environmental principals and senior staff add value to our services with decades of CEQA and NEPA experience.
Although CEQA and NEPA are law and the process is the same for all lead agencies, the application of CEQA and NEPA is nuanced by a variety of factors, including the type of project, geographical area, and lead agency.
PlaceWorks understands that each project is unique—in both its physical and political context—and we have the experience and skills to identify when projects may be subject to CEQA and/or NEPA. We apply creative thinking rather than a standard, one-size-fits-all approach. We know the right questions to ask to identify the right CEQA, NEPA, or joint CEQA/ NEPA documentation and process. Our first course of action is always to determine whether any categorical exclusions (NEPA) or categorical exemptions (CEQA) apply to the project. Taking advantage of exclusions and exemptions helps us to optimize efficiency while ensuring legal defensibility. If no exclusions or exemptions apply, our next step is to determine whether an individual or joint CEQA/NEPA document would be required. If a joint document is required, we have the experience to know how to scope our work for technical studies/analyses that will provide the required analysis under both CEQA and NEPA without redundancy or overkill.
PlaceWorks stays current with ever-changing state requirements, amendments to these requirements, and court interpretations so we can navigate the complexities of environmental planning, avoid pitfalls, and expedite approvals in a cost-efficient manner. The breadth of our environmental consulting services is shown in the list below. "Throughout the CEQA
process, PlaceWorks
demonstrated superior
work quality, knowledge,
and efficiency. They were
on budget, on schedule,
provided timely response,
communicated clearly
about the potential
issues, and consistently
found the most time- and
cost-efficient paths to
environmental clearance."
− Heather Allen
City of Anaheim
14 Related Experience
PLACEWORKS • Statement of Qualifications: Environmental Services CEQA Documentation
• Environmental Impact Reports (EIRs)
• Mitigated Negative Declarations (MNDs)
• Exemptions
• Mitigation Monitoring Programs
• Findings/Resolutions
• Third-Party CEQA Adequacy Review
• Litigation Support
Technical Studies
• Air Quality Assessments and Dispersion Modeling
• Greenhouse Gas Emissions/Evaluations
• Climate Action Plans/GHG Reduction Plans
• Noise Assessments, Mapping and Monitoring
• Vibration Assessments
• Hydrology Studies
• Water Quality Studies
• Shade/Shadow Analysis
• Light and Glare Studies
• Visual Impacts/Simulations
NEPA Documentation
• Environmental Impact Statements (EISs)
• Environmental Assessments (EAs)
• Findings of No Significant Impact (FONSIs)
Site Investigation/DTSC Compliance
• Phase I/Phase II Environmental Site Assessments (ESA) • Preliminary Environmental Assessments (PEA)
• Remedial Investigation/Feasibility Studies (RI/FS)
• Environmental Information Management
• Geologic/Hydrologic Characterization
• Soil, Soil Vapor and Groundwater Sampling &
Assessment
Remedial Engineering Design
• Feasibility Studies
• Remedial Action and Removal Action Plans, and Closure Reports
• Methane Mitigation Design & Engineering
• Remedial Program Design, Implementation &
Monitoring
Regulatory Compliance and Safety
• Safe Routes to School
• Facility/Site Audits
• Permits/Approvals Acquisition
• Hazardous Waste Characterization and Management
• SWPPPs/WQMPs
• SPCCPs
• NPDES Monitoring and Permits
• Air Permits
• CDFW/Corps Permitting
• Regulatory Agency Interface and Strategy
CCR Title 5 Risk Assessments
• Health Risk Assessments (Toxic Air Emissions)
• Geohazard Studies
• Railroad Risk Studies
• Pipeline/Water Storage Tank Risk Studies
• Dam Inundation Studies
• EMF (Electro Magnetic Field) Management Plans
• SFPD (School Facilities Planning Division) SelfCertification Forms Support Services
• Outdoor Educational Planning/Design Services
• Entitlement Processing
• General Plan Amendments
• Zoning Changes
• Conditional Use Permits
• Master Planning
• Feasibility Studies
• Site Planning and Design
• Grading/Feasibility Studies
• GIS Mapping, Graphics, and Media Support
• Demographic Studies and Reports
• Community Outreach/Public Participation
• Hearing Coordination and Support
• Foreign Language Interpreters/Translation
• CEQA Scoping Meetings
• Staff Services, On-Call/Temporary Staff Placement
15 Related Experience
Statement of Qualifications: Environmental Services • PLACEWORKS
OUR APPROACH TO
ENVIRONMENTAL PLANNING
PlaceWorks’ approach to all projects focuses on collaboration. Our CEQA/NEPA practitioners confer with our policy planners, designers and technical specialists to create responsive and site-sensitive plans and environmental documents that satisfy regulatory demands. Whether managing public outreach, analyzing environmental impacts, or crafting practical, cost-effective mitigation, we serve as integral partners in a host of environmental and planning processes. Overall, our approach to CEQA/NEPA environmental documents combines problem solving, accuracy, and attention to detail. Even projects that share common elements benefit from a fresh evaluation. We consider each project objectively and use our experience and imagination to formulate workable plans and programs.
Our obligations to our clients include the following:
Quality. We value our reputation as a quality firm, providing quality products and services to quality clients. To maintain the highest levels, PlaceWorks exercises quality control procedures wherein all project staff actively take part in quality control.
Objectivity. Our environmental review systems rely on objective, unbiased reporting. We take very seriously our role in producing clearly written, objective documents.
Professionalism. Our clients deserve high-quality work—the type of work that comes from a team dedicated to getting the details right. Equally important, we strive to stay on the leading edge of our profession.
Defensibility. CEQA is constantly changing through court interpretations, statutory amendments and amendments to the guidelines. PlaceWorks closely tracks these changes to ensure that our environmental documents are legally adequate.
Timely Performance. Criticisms of CEQA are often related to the amount of time needed to satisfy its requirements. We pride ourselves in our ability to apply the resources necessary to satisfy our commitments. Our current and prior clients are the best indication for our ability to perform.
PlaceWorks has over four decades in environmental planning and science, bringing technical expertise and a long-term perspective in shaping responses to the dynamic State and federal regulatory environment. Our in-house project managers, and environmental planners have handled projects of virtually every size and type.
We use our expertise to formulate workable plans and programs while remaining neutral and objective to ensure environmental
16 Related Experience
PLACEWORKS • Statement of Qualifications: Environmental Services documentation withstands legal scrutiny. We deliver comprehensive environmental services, and client satisfaction is our top priority.
LEGAL DEFENSIBILITY
More and more, project opponents attempt to use challenges to environmental documentation and/or the process to delay or kill a project. It is our responsibility to ensure that the City of Fontana’s projects are not hindered by successful challenges to CEQA and/or NEPA compliance. Review of documentation by our principals is built into our process. Moreover, PlaceWorks is diligent in staff education so that our environmental staff stay apprised of the constantly updated environmental requirements and statutes.
We provide in-depth CEQA/NEPA compliance management, legal oversight, and careful quality control, particularly when conducting third-party peer review. Whether coming in on a project to help resolve issues, reviewing team members’ work, or serving as on-call staff at other agencies, we are skilled at reviewing the work of our peers and providing the compliance and quality control to ensure our clients’ projects are successful.
TECHNICAL STUDIES
AIR QUALITY, GREENHOUSE GAS
EMISSIONS, AND CLIMATE PLANNING
Continued public concern about poor air quality and changing climates due to increased greenhouse gas (GHG) emissions requires a more stringent approach to meeting evolving regulations. PlaceWorks helps clients navigate these critical decisions with individually tailored air quality, GHG, and energy analyses and modeling for environmental processing under CEQA. We obtain and make use of key data from the California Air Resources Board (CARB), the Environmental Protection Agency (EPA), the South Coast Air Quality Management District (South Coast AQMD), the California Energy Commission, and the Energy Information Administration. Our staff also has a strong technical grasp of modeling tools and protocols for quantifying air quality parameters and GHG emissions, including the California Emissions Estimator Model (CalEEMod), CARB’s EMission FACtor (EMFAC) model, Atmospheric Dispersion Modeling (AERMOD), CARB’s Off-Road model, and CALINE.
We beta tested the CalEEMod emissions inventory model for SCAQMD, including the recent version, CalEEMod 2016.3.1.
We are on top of the changing regulatory environment for GHGs, criteria air pollutants, and toxic air contaminants (TACs). PlaceWorks applies our knowledge of the South Coast AQMD CEQA Guidelines and modeling tools (e.g., CalEEMod, EMFAC, Offroad, AERMOD) to all
17 Related Experience
Statement of Qualifications: Environmental Services • PLACEWORKS projects we undertake in southern California. We work closely with the lead agency and South Coast AQMD in order to ensure that the air quality modeling provides a conservative estimate of emissions, follows South Coast AQMD modeling protocols, and addresses recent case law, including the Sierra Club v. County of Fresno (Friant Ranch, L.P.) (2018) 6 Cal.5th 502. Our staff are members of the Association of Environmental Professional’s (AEP) Climate Change Committee and have been involved in GHG thresholds development since AB 32 was adopted.
Additionally, there is new CEQA case law regarding use of an efficiency metric (Golden Door Properties, LLC v. County of San Diego/Sierra Club, LLC v. County of San Diego (2018) 27 Cal.App.5th 892). For projects that exceed the South Coast AQMD thresholds, we consider use of on-site reductions as well as use of GHG emissions offsets with clearly defined performance standards in order to achieve GHG reduction goals (Golden Door Properties, LLC/Sierra Club v. County of San Diego (2020) Fourth District D075328, D075478, D075504).
PlaceWorks in-house technical services staff is well versed in analyzing both how projects impact the environment and how existing air emission sources in the environment affect sensitive populations.
PlaceWorks stays up-to-date with the latest recommendations and studies prepared by CARB, California Environmental Protection Agency (CAL/EPA), and Office of Environmental Health Hazards Assessment (OEHHA), as well as the BAAQMD. PlaceWorks is proficient in air dispersion modeling software, such as Environmental Protection Agency’s AERMOD and OEHHA’s 2015 Guidelines for Health Risk Assessments. PlaceWorks has completed numerous operational and construction related Health Risk Assessments for industrial projects, residential developments, and school sites.
PlaceWorks’ technical staff has presented at conferences for the American Planning Association, Association of Environmental Professionals (AEP), Urban Land Institute, and other organizations. Our staff includes members of AEP’s Climate Change Committee; they have assisted in the development of white papers on baseline GHG emissions inventories, forecasting GHG emissions inventories, establishing GHG reduction targets for general plans and GHG reduction planning, and most recently, a white paper on establishing GHG reduction targets and thresholds for post-2020 GHG emissions analyses. PlaceWorks is also familiar with the California Air Pollution Control Officers Association’s (CAPCOA) Quantifying Greenhouse Gas Mitigation Measures, which it has regularly applied to community GHG emissions forecasts for the transportation sector.
Air Quality/GHG and Health
Risk Assessment Services
Air Quality and Greenhouse Gas
Emission Inventories
Rule 9510 Air Impact
Assessments (AIA)
Localized Dispersion Modeling
Health Risk Assessments
Air Pollution Permits
Climate Action/Greenhouse
Gas Reduction Plans
Carbon Monoxide (CO) Hot
Spot Analyses
Odor Analyses
Air Quality Conformity Reports
Vapor Intrusion Analyses
Third-Party Environmental
Adequacy Reviews
18 Related Experience
PLACEWORKS • Statement of Qualifications: Environmental Services Noise and Vibration Assessments
With more demand for large, multifamily housing projects, mixeduse developments, and repurposed facilities, the increased overlap of residential and industrial land uses seems unavoidable. The need to address noise and vibration during the planning, engineering, and start-up stages of a project is more important than ever. PlaceWorks’ principals, engineers, and noise specialists have extensive experience in applied engineering acoustics and industrial noise control. Our library of investigative software includes commercial packages such as SoundPLAN as well as powerful in-house, proprietary analysis models to evaluate every possible noise condition.
PlaceWorks uses the SoundPLAN Model to assess noise levels and display the results in noise contours. This model takes into account varying terrain types, building attenuation, and other factors. The resulting color-coded contour map is far more informative than tables of results because it shows the geographic extent of the generated noise. When laid over an aerial map, the noise contours developed by this model illustrate noise exposure and magnitude at surrounding residences.
Environmental Noise & Vibration Impact Assessment
Ambient Noise Monitoring
Predictive Computer Modeling
(SoundPLAN, Traffic Noise Model, FHWA Roadway
Construction Noise Model, FRA horn noise model, FTA
CREATE railroad noise model, etc.)
Regulation & Criteria Review
Environmental Impact Documents
Mitigation Recommendations
Code Enforcement Evaluations
Public Hearing Attendance
Community Workshop Attendance
Lon-Term Construction Noise and Vibration Monitoring
Underwater Construction Noise Prediction and
Monitoring
Remote Noise and Vibration Monitoring Services and
Alert Notifications
Third Party Peer Review
Constraints Analyses
Transportation Noise Analyses
Caltrans Noise Study Reports
Prepare Noise Barrier Specifications
Evaluate Noise Abatement Reasonableness and Feasibility Criteria
Transit Noise & Vibration Evaluations
Predictive Computer Modeling (TNM, FTA, RCNM, FRA,
etc.)
Occupational Noise Exposure
Worker Health & Safety Assessments
Architectural & Building Acoustics
Title 24 and CALGreen interior acoustical studies
Partition Isolation Evaluations
Sound Intrusion Measurements
Room Acoustics Testing (STC/IIC)
Planning
General Plan Noise Contours
General Plan Noise Element Goal & Policy Updates
Municipal Code Updates
19 Related Experience
Statement of Qualifications: Environmental Services • PLACEWORKS Geology/Soils and Environmental Site Assessments
Our professionally licensed geologists frequently supplement analyses with expert input on geophysically challenged projects. The range of specialized, in-house expertise is diverse, embracing various aspects of hydrogeology, slope stability, contaminant fate and migration, aerial photograph review and interpretation, erosion control, and grading.
PlaceWorks offers services that combine site assessment and environmental engineering. Our staff are expert in a variety of fields and include environmental scientists, licensed professional engineers and geologists, and experienced environmental assessors. PlaceWorks understands the strengths and limitations of remedial technologies and relies on numerous tools to provide innovative, practical, and costeffective solutions—risk assessment, modeling, treatability studies, negotiation, and practical know-how. Our ability to understand and apply regulatory and political closure requirements and to succinctly describe complex data sets allows us to prepare closure documents that are understandable, compliant, and trusted by local regulators and communities. .
Visual Simulations
PlaceWorks has skilled staff who prepare graphics for visual impact analyses that help identify opportunities and constraints of existing conditions and proposed projects, both onsite and in the surrounding environment. Physical changes to an area as a result of proposed project alternatives, and the resulting change in appearance, are identified, documented, and assessed in terms of their visual impact. Field studies are also conducted to determine potentially affected viewer groups within and near the project limits. Visual simulations and graphics are used to assess the potential visual impacts of the project, including any blocking or disruption of scenic views or vistas, damage or removal of any recognized scenic resources, substantially altered visual quality or visual character within the project limits, or creation of a substantial new source of light or glare.
• Shade and shadow analyses
• Lighting analyses
• Digital 3D modeling and animations of topographic grading, buildings, streets, and landscapes
• Photorealistic and rendered view simulations
Hydrology and Water Quality Studies
PlaceWorks has certified stormwater pollution prevention plan developers and practitioners (QSD/QSPs). Our services include:
• Prepare stormwater pollution prevention plans (SWPPPs) • Prepare water quality management plans (WQMPs)
20 Related Experience
PLACEWORKS • Statement of Qualifications: Environmental Services • Prepare water supply assessments
• Develop postconstruction stormwater operation and maintenance plans
• Integrate low impact development (LID) and best management practices (BMPs) into site design
• Conduct stormwater runoff modeling: pre- and postdevelopment conditions
• Review hydrology reports prepared by other consultants and integrate their findings into sections of EIRs
• Determine reductions in peak flow rates with implementation of site LIDs and BMPs
• Storm sewer system design for projects of 10 acres or less Site Assessment and Remediation
PlaceWorks offers services that combine site assessment and environmental engineering. Our staff is expert in a variety of fields and includes environmental scientists and licensed professional engineers and geologists.
PlaceWorks has prepared hundreds of Phase I ESAs, ranging from relatively routine property screenings to real estate due diligence programs associated with billion-dollar corporate mergers. We have been very successful at negotiating on Phase Is and PEAs to avoid unnecessary sampling and work.
PlaceWorks has completed hundreds of Phase II and PEA investigations of varying sizes and scopes. We have negotiated numerous favorable investigations, remediation and PEA work plans, and final reports. Our technical staff are conversant with routine site assessment techniques as well as more innovative techniques such as noninvasive geophysical methods and passive diffusion bag groundwater sampling.
Remedial Investigation/Feasibility Studies (RI/FS)
and Removal Action Workplans (RAW)
RIs are undertaken to determine the nature and extent of a hazardous material release and generally emphasize data collection through sampling and monitoring and site characterization. RIs are generally performed concurrently and interactively with FSs, which develop and evaluate options for remedial actions. A RAW is allowed for a remediation program that is expected to cost less than $2 million.
PlaceWorks understands the strengths and limitations of remedial technologies and relies on numerous tools to provide innovative, practical, and cost-effective solutions—risk assessment, modeling, treatablity studies, negotiation, and practical know-how. Our ability to understand and apply regulatory and political closure requirements and to succinctly describe complex data sets allows us to prepare closure
21 Related Experience
Statement of Qualifications: Environmental Services • PLACEWORKS documents that are understandable, compliant, and trusted by local regulators and communities.
Methane Gas Mitigation
PlaceWorks provides simple and effective solutions to methane mitigation. We have conducted numerous methane monitoring surveys, and we have the necessary in-house sampling and analytical equipment to mount a cost-effective methane testing program. PlaceWorks has isolated methane and hydrogen sulfide sources associated with sewage leaks, peat deposits, and abandoned oil wells. Using the survey data, senior professionals work closely with the building managers to develop an action plan to remedy or mitigate any potential risks detected by the survey. Postconstruction monitoring is an integral part of our practice in this service area.
Regulatory Agency Coordination and Review of
Environmental Documents
Over the years, we have developed professional and personal working relationships with numerous agency personnel, which helps ensure successful outcomes for our clients. Our expertise is acknowledged by these agencies—we occasionally receive agency referrals and our staff has been asked to serve on advisory technical panels during the formulation of new or revised agency guidelines. Our relationships with and knowledge of the DTSC, Regional Water Quality Control Boards, US Environmental Protection Agency, and various agencies and air quality management districts uniquely qualify us to assist clients during negotiations and coordination efforts.
Air Toxics Health Risk Assessment
As California builds out, conflicts between sensitive uses (residential, schools, open space and parks) and major pollutant sources (freeways, rail yards, distribution centers, ports, and refineries) have become more frequent. As a result, air toxics and land use compatibility assessment is a growing area in environmental analysis. PlaceWorks has a solid track record in this specialty area of air toxics assessment. Our health risk professionals know current EPA and state risk assessment protocols and use the most recent data for specific contaminants.
Typically in conjunction with proposed real estate development, an air toxics assessment report incorporates an inventory of air emissions, anticipated ambient air concentrations, population exposure, and the resulting health risk. We are currently contracted with several jurisdictions to conduct air toxics studies to determine appropriate setbacks from pollutant sources or mitigation measures (e.g., special filters) when setbacks are not feasible. Our risk assessments are based on defensible, site-specific information and assumptions that are not overly conservative, but still protect public health.
22 Related Experience
PLACEWORKS • Statement of Qualifications: Environmental Services
ON-CALL ENVIRONMENTAL
MASTER AGREEMENTS
PlaceWorks has built strong relationships with many clients and prepared hundreds of CEQA/NEPA documents through our on-call environmental and planning services contracts (most of which are multirepeat contracts), including those on this partial list:
• Anaheim
• Claremont
• Colton
• Eastvale
• El Monte
• Fontana
• Fullerton
• Industry
• Inglewood
• Irvine
• Irwindale
• Laguna Hills
• Laguna Niguel
• Long Beach
• Los Angeles, City Planning
• Los Angeles, Recreation & Parks
• LA County, CEO Office
• LA County, DOT
• LA County, Parks & Recreation
• LA County, Regional Planning
• Menifee
• Ontario Water District
• Orange
• OC Public Works
• Rancho Cucamonga
• Rancho Santa
Margarita
• San Bernardino County
• San Clemente
• San Juan Capistrano
• Santa Ana
• Wildomar
• Yucaipa
In addition, we have worked with several private-sector clients to usher projects and applications through the development review process— plan review, environmental documentation, preparation of staff reports, attendance at public hearings, and other tasks as needed to process development projects.
CITY OF ANAHEIM | 2004 to Present
In addition to providing third-party review for projects in the City of Anaheim, PlaceWorks has completed or is in the process of completing CEQA documentation for more than six dozen projects, including:
• OC Vibe EIR Addendum
• Anaheim River Walk IS/MND
• Honda Center EIR
• Angels Stadium Redevelopment Initial Study Checklist
• EIR for The Residences at Knoll Ranch
• Beach Boulevard Corridor Specific Plan and EIR
• Ana Bella Hotel EIR
• Gene Autry Experience EIR
• Anaheim General Plan Update EIR
• Platinum Triangle EIR and Subsequent EIR
• Anaheim Canyon Specific Plan EIR
• EIR for DR Horton Stadium Mixed-Use Project
• Anaheim Plaza Hotel Addendums
• Kaiser Permanente EIR
<< https://www.ocvibe.com/
23 Related Experience
Statement of Qualifications: Environmental Services • PLACEWORKS CITY OF CLAREMONT | 2010 to 2015
PlaceWorks has led nearly 10 projects under a master services agreement with the City of Claremont. These include:
• DR Horton Serrano Residential Project MND
• City Ventures Residential Project MND
• New Police Communications Tower Environmental Clearance • Olson Company Residential Project MND Addendum
• Western Christian School EIR
CITY OF INDUSTRY | 1989 to Present
PlaceWorks has served as an environmental consultant to the City of Industry since 1989. To date, we have completed or are in the process of completing the CEQA documentation for more than 500 projects, including:
• Industry Business Center/NFL Stadium EIR
• Puente Hills Intermodal Facility EIR
• Grand Central Recycling and Transfer Station EIR
• Wohl Property Group Industrial Project EIR
• Eastern Industry/Majestic Realty Industrial Project EIR • Santa Fe Industrial Park EIR
CITY OF LOS ANGELES DEPARTMENT OF RECREATION
AND PARKS | 1999 to Present
PlaceWorks has completed or is in the process of completing CEQA and site assessment documentation for roughly 65 projects, including:
• Greek Theatre Improvements EIR
• Hansen Dam Skate Park EIR
• 109th Street Pool and Bathhouse EIR
• Boyle Heights Sports Center EIR
COUNTY OF LOS ANGELES | 2010 to Present
PlaceWorks has led multiple environmental projects with the County of Los Angeles Chief Executive Office and Department of Regional Planning including:
• Consolidated Correctional Treatment Facility (Men’s Central Jail Expansion) EIR
• Los Angeles County General Plan EIR
• Antelope Valley Community Plan EIR
• Virginia Robinson Gardens EIR
• San Fernando Valley Family Support Center EIR
• West Carson TOD Specific Plan and EIR
• Connect Southwest Los Angeles TOD Specific Plan and EIR Details about these and other relevant projects can be found in the Appendix.
24 Related Experience
PLACEWORKS • Statement of Qualifications: Environmental Services This page intentionally left blank.
TESTIMONIALS
Statement of Qualifications: Environmental Services • PLACEWORKS 27
TESTIMONIALS
References will be made available upon request. In the meantime, a few formal letters of reference are provided on the following pages.
28 TESTIMONIALS
PLACEWORKS • Statement of Qualifications: Environmental Services City of Anaheim
PLANNING AND BUILDING DEPARTMENT
Advanced Planning Division
July 25, 2022
To Whom It May Concern:
I am happy to provide this letter of reference for PlaceWorks, who prepared CEQA documentation and technical studies for “Hub Fullerton,” a specific plan for studentoriented housing in the City of Fullerton. Prior to my current position in Anaheim, I served as the City of Fullerton’s Planning Manager.
In 2021, PlaceWorks was selected as the City’s CEQA consultant and prepared a Mitigated Negative Declaration/Initial Study for the development of 420 units of student-oriented housing (1,251 beds) and ground-floor retail by a private developer on a three and a half acre infill site. Throughout the CEQA process, PlaceWorks demonstrated superior work quality, knowledge, and efficiency. They were on budget, on schedule, provided timely response, communicated clearly about the potential issues, and consistently found the most time- and cost-efficient paths to environmental clearance.
PlaceWorks’ close review of the applicant’s plans and studies found that the project planned to use Geopier’s or an equivalent foundation system instead of traditional excavation for building foundations, a detail that was not immediately apparent. This reduced construction impacts related to air quality, noise, hydrology, and archaeological and tribal cultural resources.
During a public hearing, the issue of lack of parking emerged as the main concern of residents and City officials. Because of this concern, the applicant revised the project to provide more parking at the last minute, and even at short notice, PlaceWorks prepared a technical memo to substantiate that the changes would not have an environmental impact that would require recirculation. I was very satisfied with all their work on the project and appreciated their professionalism and thoughtful guidance throughout the process.
I found that PlaceWorks is highly qualified, with professionals who worked hard to find the best environmental solutions within our established timeline and budget. I highly recommend PlaceWorks’ services. If you have any questions, please contact me at (714) 765-4958.
Sincerely,
Heather Allen, AICP
Principal Planner
29 TESTIMONIALS
Statement of Qualifications: Environmental Services • PLACEWORKS
30 TESTIMONIALS
PLACEWORKS • Statement of Qualifications: Environmental Services
FEE SCHEDULE
Statement of Qualifications: Environmental Services • PLACEWORKS 33
FEE SCHEDULE
PlaceWorks – 2023 Standard Fee Schedule
Staff Level Hourly Bill Rate
Principal $210–$335
Associate Principal $195–$275
Senior Associate II $170–$260
Senior Associate I $160–$215
Associate II $135–$190
Associate I $125–$200
Project Planner $105–$165
Planner $90–$145
Graphics Specialist $90–$155
Administrator $145–$200
Clerical/Word Processing/Technical Editor $45–$150
Intern $75–$115
Subconsultants are billed at cost plus 10%.
Mileage reimbursement rate is the standard IRS‐approved rate.
Possible Yearly Increase of 5% on bill rates.
2023_v.0_(11‐04‐22)
PlaceWorks - 2023 Standard Fee Schedule
34 Fee Schedule
PLACEWORKS • Statement of Qualifications: Environmental Services This page intentionally left blank.
Key Staff Resumes followed by
Relevant Project Details
APPENDIX
A-1
APPENDIX
RESUMES
JOANN C. HADFIELD
Principal, Environmental Services
JoAnn has 35 years of experience focusing on CEQA and NEPA compliance services. She has been responsible for document preparation and processing for hundreds of projects, including rail and highway improvement projects, water/wastewater projects, big-box commercial developments, downtown redevelopment projects, a wasteby-rail “mega” landfill, a heap-leach gold mine, sensitive coastal and hillside development projects, and large-scale mixed-use communities.
JoAnn is well versed in the entire environmental process and has a solid working knowledge of and ongoing relationships with a myriad of federal, state, regional, and local agencies. She frequently performs third-party peer review for a wide variety of clients and projects.
JoAnn’s experience also encompasses policy planning; site-specific, community, and regional land use planning; and entitlement and regulatory permit processing. Her public sector work has included the preparation of housing plans, transportation and air quality studies, and Local Coastal Plans, while her private sector experience has included specific plan preparation and general plan amendments, zone changes, conditional use permit entitlement processing, and coastal development permits. JoAnn’s experience includes coordination and processing of regulatory permits, including US Army Corps of Engineers Section 404 Permits, California Department of Fish and Game Streambed Alteration Permits, RWQCB Section 401 Water Quality Certifications, and National Pollutant Discharge Elimination System permits.
HIGHLIGHTS OF EXPERIENCE
• Laguna Niguel Town Center EIR | Laguna Niguel CA
• On-Call CEQA Services Multi-Year Contract | Laguna Hills CA • Hyatt Regency Expansion EIR | Newport Beach CA
• Newport Beach Land Use Element EIR | Newport Beach CA • Uptown Newport EIR and Uptown EIR Addendum | Newport Beach CA • Museum House EIR | Newport Beach CA
• Seashore Village Residential Project IS/MND | Newport Beach CA • Mariner’s Pointe IS/MND | Newport Beach CA
• CEQA Documentation (3 IS/MNDs) for Fuel Modification Plans | Laguna Beach CA
• Irvine CEQA Manual | Irvine CA
• Santa Ana General Plan Update EIR and Various On-Call Services | Santa Ana CA • Santa Ana Circulation Element Update EIR | Santa Ana CA • Santa Ana Housing Element Update EIR | Santa Ana CA
• Environmental/Regulatory Permitting for Public Works projects and County staff training in CEQA/NEPA/Regulatory Permitting | Orange County CA
EDUCATION
• BS, Urban Planning, University of
Utah
• Civil Engineering, California
State University, San Diego (all
engineering coursework for BS
degree completed)
CERTIFICATIONS
• Engineer-in-Training (EIT)
AFFILIATIONS
• ULI Orange County/Inland Empire,
Leader of SB 743 Strike Team
• ULI OC/IE former Vice Chair of
Infrastructure Council
• Association of Environmental
Professionals (AEP), former Vice
President of Programs
• Team member since 2004
A-2
JOANN C. HADFIELD
Principal
[email protected]
• EIR for the San Bernardino Countywide Plan | San Bernardino County CA • Greenspot Village and Marketplace EIR | Highland CA
• Agua Mansa Commerce Park Specific Plan EIR | Jurupa Valley CA • Etiwanda Avenue/Country Village Road Truck Restriction Ordinance EIR and Environmental Justice | Jurupa Valley CA
• Clovis General Plan Update EIR | Clovis CA
• Highland General Plan Update EIR | Highland CA
• El Monte General Plan Update EIR | El Monte CA
• Industry Housing Element EIR | Industry CA
• Fresno El Paseo EIR | Fresno CA
PRIOR EXPERIENCE
• Amtrak, Los Angeles Union Station Run-Through Tracks EIS/EIR | Los Angeles CA • Canyon Park Specific Plan | Los Angeles County CA
• North Lake Specific Plan | Los Angeles County CA
• Rancho Malibu Project | Los Angeles County CA
• Cimarron Valley Estates EIR | Riverside County CA
• Saddle Creek/Saddle Crest Final EIR & Mitigation Monitoring Plan | Trabuco Canyon CA
• OCSD Supplemental Full Secondary Treatment CEQA Documentation for Collection System Improvements | Orange County CA
• East Lake Specific Plan Supplemental EIR | Lake Elsinore CA • Mountain View Avenue Bridge Widening | Loma Linda CA
• North Main Street District Specific Plan, Environmental Compliance | Corona CA • Crest View/Wal-Mart General Plan Amendment, Zone Change, and CUP Project EIR | Huntington Beach CA
• Barbadanes Park Master Plan | Mission Viejo CA
• El Sobrante Landfill Project EIR | Riverside County CA • Chula Vista Urban Core Specific Plan EIR Third-Party Review | Chula Vista CA • Bolo Station/RailCycle Landfill Project | San Bernardino County CA • Port of Long Beach Liquified Natural Gas Import and Distribution Terminal Third-Party Review | Long Beach USD
• Crown Valley Elementary Ball Field Lighting Project | Laguna Niguel CA
SPEAKING ENGAGEMENTS
• “Examining Potential Consequences and Solutions: Diverse Perspectives on SB 743” | 2015 AEP CA State Conference, Santa Barbara CA • CEQA Advanced Workshop | AEP Orange County, CA, 2011–2015 • “Against All Odds: Infill Land Use Compatibility for the Uptown Newport Mixed-Use Project” | 2014 AEP CA State Conference, Huntington Beach CA • CEQA Basics Workshop | AEP Orange County, CA, 2008, 2009, 2013 • CEQA Basics Guest Lecture | CSU Fullerton, UC Irvine, Chapman University • Individualized CEQA Training | Shopoff Group, OC Public Works, Building Industry Association, Urban Land Institute
• “Urban Decay Analysis: Are You Serious?” | 2010 AEP CA State Conference, Palm Springs CA
• “Defensible, Not Gold Plated: Preparing Cost-Effective, Comprehensive and Meaningful EIRs” | 2009 AEP CA State Conference, San Francisco CA “I’ve worked directly with
JoAnn and have found
her to be professional,
friendly and exceptionally
knowledgeable about
CEQA. She has clearly
demonstrated that she is
well qualified to complete
the tasks requested by the
City and her work product
deliverables have been of
a high-quality.
I would also like to
highlight, JoAnn’s 30
years of CEQA experience,
strong reference referrals,
and background providing
CEQA workshops and
training were factors in
the City awarding the EIR
contract to PlaceWorks.”
—John Morgan
Planning Manager, City of
Laguna Niguel
A-3
NICOLE VERMILION
Principal, Air Quality, GHG, and Noise Services
Nicole oversees project staffing and timing for the air quality, greenhouse gas (GHG), and noise technical team’s impact evaluations under CEQA. She is responsible for expanding and fine-tuning the team based on changes in technology, legislation, and client needs and for ensuring that PlaceWorks air quality and GHG studies are defensible and consistent with recent case law. She closely follows the rapid changes in requirements and the latest information on CEQA thresholds and analysis methodology. She has performed numerous GHG emissions inventories for individual projects as well as citywide emissions inventories for general plans.
Nicole frequently presents at conferences, including the California Chapters of both APA and AEP. She participated in the San Joaquin Valley Air Pollution Control District’s CEQA GHG significance thresholds working group for development projects and is a beta tester for the CalEEMod program. As a member of AEP’s Climate Change Committee, Nicole has contributed to white papers addressing GHG emissions inventories for climate action plans and general plans, post-2020 GHG thresholds, and Friant Ranch.
HIGHLIGHTS OF EXPERIENCE
Air Quality and GHG Analyses
• City General Plan EIRs: Counties of Contra Costa, Los Angeles, and San Bernardino and Cities of:
» ClovisCupertino
» El Monte
» Highland
» Industry
» La Habra
» Long Beach
» Menlo Park
» Morgan Hill
» Newark
» Newport Beach
» Palm Springs
» Palo Alto
» Pasadena
» Rancho Mirage
» San Clemente
» San Leandro
» San Rafael
» Santa Ana
» Sierra Madre
» Stockton
» Temple City
» Torrance
» Tulare
» Vacaville
» Vallejo
» Westminster
• Corridor, TOD, Station Area Specific Plan EIRs: Valley Corridor, San Bernardino County; Connect Southwest LA TOD and West Carson TOD, Los Angeles County; Beach Boulevard, Anaheim; Midtown, Long Beach; Millbrae Station, Millbrae
• Downtown/Town Center and Civic Center Projects: Men’s Central Jail (Treatment Center) for LA County; Laguna Niguel Town Center; Orange County Civic Center; Downtown Hayward Specific Plan; Atherton Civic Center; Walnut Creek Downtown Specific Plan; Del Avenue Specific Plan • Hotel Projects: Hyatt Regency Newport Beach; Courtyard Marriott Glendale; DeAnza and Village Hotels in Cupertino; Hilton Garden Inns in Walnut Creek and San Jose; Anabella Hotel Anaheim
EDUCATION
• Master of Urban & Regional
Planning, University of California,
Irvine
• BS with Honors, Ecology &
Evolutionary Biology, University of
California, Santa Cruz
• BA with Honors, Environmental
Studies, University of California,
Santa Cruz
AFFILIATIONS
• American Planning Association
(APA)
• Association of Environmental
Professionals (AEP)
ACTIVITIES
• Climate Change Committee |
California AEP
• CalEEMod Beta-Tester | South
Coast Air Quality Management
District
Team member since 2004
A-4
NICOLE VERMILION
Principal
[email protected]
• Senior Living and Medical Facility Projects: Newport Beach Vivante Senior Living; Torrance Memorial New Main Tower Project; Del Amo Senior Village; Kaiser Medical Centers in Irvine and Anaheim; City of Hope Cancer Research Center Expansion in the cities of Duarte & Irwindale; The Springs at Bethsaida Senior Living in Tustin
• Retail Centers and Mixed-Use Developments: Brea Mall, Brea Plaza, Broadway Mixed-Use project in Redwood City; Serramonte Shopping Center Expansion in Daly City; Fresno El Paseo Marketplace in Fresno; Platinum Triangle Marketplace in Highland; San Leandro Shoreline Development; Butcher’s Corner in Sunnyvale;
• Industrial Projects: Proposed Rule 2305 Indirect Source Review – Warehouses Environmental Assessment for SCAQMD; Prologis Warehouse EIR in Los Angeles; CenterPoint Properties Warehouse at Greenleaf Avenue in Santa Fe Springs; Ontario Ranch Specific Plan EIR; Agua Mansa Logistics Center Addendum and Colton Southwest Regional Operations Center IS/ MND in Colton; 12+ warehouse/industrial projects in the City of Industry; 2000 Marina Boulevard Tech Studies - AQ/GHG in San Leandro; Cordes Ranch Annexation Specific Plan in Tracy; Dixon Northeast Quadrant Specific Plan Addendum in Dixon; CenterPoint Properties Warehouse in Richmond Additional Projects
• City of Industry Climate Action Plan | City of Industry CA • TIGER II Grant for the San Bernardino International Airport | Highland CA • Antelope Valley Area Plan EIR | County of Los Angeles CA • Concord Hills Regional Park EIR | East Bay Regional Parks District CA • 1700 Dell Avenue Office EIR | Campbell CA
• Measure E Bond Program CEQA and Site Assessment Services | Fremont CEQA Projects Managed by Nicole Vermilion
• City of Irvine CEQA Manual | Irvine CA
• General Plan EIRs: Corona, Los Alamitos, Ontario, Yucca Valley, Yucaipa • Specific Plan EIRs: Brea, Cal State Fullerton/City of Fullerton, Hemet, Yucaipa • Residential Project EIRs: Anaheim, Brea, Claremont, Mission Viejo • Colton Safety Element MND | Colton CA
• Agua Mansa Logistics Center Addendum | Colton CA
• Colton Southwest Regional Operations Center MND | Colton CA • Irvine Business Complex EIR and GHG Inventory | Irvine CA
SPEAKING ENGAGEMENTS
• “All About the Offsets – Mitigating GHG Impacts with GHG Credits” | AEP February 2020 | Irvine CA
• “CEQA GHG Emissions Thresholds: The Past, Present and Future – Bracing for Climate Change: Strategies for Mitigation and Resiliency” | Air and Waste Management Association December 2019 | Santa Barbara CA • “Climate Change and Air Quality Workshop – Linking Project level emissions with Health Impacts: What does the Friant Ranch Case tell us? What is required for a CEQA analysis?” | 2019 AEP CA State Conference | Monterey CA • “When is it Defensible to Mitigate CEQA GHG Emissions Impacts with GHG Credits?” | 2019 AEP CA State Conference | Monterey CA
• “Beyond Newhall and 2020: A Field Guide to New CEQA GHG Thresholds and Climate Action Plan Targets for California” | 2016 AEP CA State Conference | San Diego CA
ARTICLES AND
PUBLICATIONS
AEP Climate Change Committee
White Papers
• AEP Climate Change Committee
White Papers/Articles/Comment
Letters
» “We Can Model Regional
Emissions, But Are the Results
Meaningful for CEQA?” Jan. 2020
» “Comments on CARB’s 2017
Draft Climate Change Scoping
Plan Update, Jan. 2017
» “The Proposed Strategy for
Achieving California’s 2030 GHG
Target,” Apr. 2017
» Final White Paper “Beyond 2020
and Newhall: A Field Guide to
New CEQA GHG Thresholds and
Climate Action Plan Targets for
California,” Oct. 2016
» “Beyond 2020: The Challenge of
GHG Reduction Planning by Local
Governments in California,” Mar.
2015
» “Assessment of SEEC ClearPath
California Tool,” Nov. 2014
» “Forecasting CommunityWide GHG Emissions & Setting
Reduction Targets,” May 2012
• “Tiering Off Climate Action
Plans: Potential Advantages to
Jurisdictions under the Proposed
CEQA Guidelines,” Environmental
Monitor (AEP), Fall 2009
• “Getting Serious on Global
Warming,” Green Home Builder,
October 2007
A-5
MARK TEAGUE AICP
Managing Principal, Environmental Services
EDUCATION
• BA, Political Science, California
State University, Stanislaus
CERTIFICATIONS
• American Institute of Certified
Planners #019631
AFFILIATIONS
• American Planning Association
Team member since 2016
In over 35 years of public- and private-sector experience, Mark has worked throughout California in agencies large and small and is considered an innovative problem solver. His projects include planned communities, shopping center EIRs, general plan and zoning code updates, impact fees, and public outreach for projects highly scrutinized by the public. Mark is often able to offer a unique approach to meeting a critical goal of a project. His experience as a planning director, staff liaison, and ability to see the whole of the project, ensures that every document meets the need of the client. He has served as oncall extension of staff for numerous cities throughout northern and southern California including Anderson, Mount Shasta, Wildomar and Eastvale.
Mark is also an excellent public speaker and regularly presents at the League of California Cities Planning Commissioner’s Academy on topics such as design guidelines, CEQA compliance, and how to read an EIR. He also teaches planning to staff with a focus on how new legal decisions affect daily activity. Because of his public outreach skills, Mark has helped with projects ranging from Walmart to water-bottling plants and conducted town hall meetings about development services department efficiencies and increases in utility fees.
With a great deal of experience in smaller communities, Mark has experience using available resources to meet the clients needs. Small agencies have the same issues to resolve as larger agencies, what they lack is resources. Using previously prepared studies, data collected for several projects and from different sources as a resource to complete tasks. By talking with the community about an issue, Mark is often able to arrive at solutions using information the agency has already paid for.
He is known for recommending solutions that are less expensive and in tune with the community.
HIGHLIGHTS OF EXPERIENCE
• Barstow General Plan EIR and General Consulting Services | Barstow CA • Rancho Cucamonga General Plan Update and EIR | Rancho Cucamonga CA • On-Call Environmental Services | Banning CA
• Waterman Gardens Specific Plan Program EIR | San Bernardino CA • Temple City General Plan Update EIR | Temple City CA
• Temple City Development Code Update | Temple City CA
• North School Reconstruction EIR | Hermosa Beach CA
• John Killen/Fox Luggage Warehouse Project IS/MND | Industry CA • Residential Care Facility Specific Plan IS/EIR | Solana Beach CA
A-6
MARK TEAGUE
Managing Principal
[email protected]
• County of Riverside 5th Cycle Housing Element, Rezoning, and EIR | Riverside CA
• WRCOG Member Jurisdiction Development Agreement Reconciliation | Riverside CA
• 3Roots San Diego Specific Plan and Carroll Canyon Master Plan | San Diego CA • Fiesta Island/Mission Bay Park Master Plan | San Diego CA • Laguna Hills Housing Element Update | Laguna Hills CA • City of Palm Desert General Plan and EIR | Palm Desert CA • La Costa Meadows Elementary School Reconstruction Project | San Marcos CA
• Stockton Neighborhood Action Plans | Stockton CA
• Vacaville Comprehensive Housing Analysis | Vacaville CA • San Mateo General Plan Update | San Mateo CA
• Sacramento County Infill Program Update | Sacramento County CA • Hollister General Plan Update and Environmental Review | Hollister CA • Contra Costa County General Plan Update | Contra Costa CA • Livermore General Plan Update | Livermore CA
• Santa Rosa General Plan Update | Santa Rosa CA
• Butte County General Plan Update and EIR | Butte County CA • Marin County US 101 Bus on Shoulder Feasibility Study | Marin County CA • Yuba City General Plan Update | Yuba City CA
• Big Basin Visioning Project | Statewide CA
• Sunnyvale Housing Development Objective Standards | Sunnyvale CA • Rohnert Park Housing Services | Rohnert Park CA
• Richmond Mills Act Ordinance Update | Richmond CA
• River Crossing Market Place Specific Plan EIR | Redding CA • Addendum to Northeast Quadrant Specific Plan EIR | Dixon CA • Valley Transportation Authority Transit Oriented Development Visioning | Gilroy CA
• Tuolumne County Title 17 Zoning Code Comprehensive Update and ADU Ordinance | Tuolumne County CA
• Imperial County Housing Element Update | Imperial County CA • Marysville Housing Element Update | Marysville CA
• Yountville Housing Element Update | Yountville CA
Staff Services
• On-Call Staff Services, Wildomar CA
• On-Call Environmental Staff Services, Eastvale CA
• Western Riverside Council of Governments Planning Support Services | Riverside CA
• County of Riverside Transportation and Land Management Agency On-Call Planning Services, Riverside CA
ACTIVITIES
Teaching
• UC San Diego Instructor Online CEQA Training Courses | San Diego CA • Imperial County CEQA Training, July/August 2016
APA 2017-Present
• Sacramento Valley APA PLAN Program 2018-2019
• California APA Conference 2017-2020
“Thank you so much for
the excellent presentation
you made last night. Your
style of systematically
walking the Board through
the process, providing
context, referencing our
work with the city and
providing rationale under
CEQA, as well as pointing
out when a comment
didn’t fall under CEQA—it
was extremely informative
and appreciated.”
—Patricia Escalante,
Superintendent
Hermosa Beach City School
District
A-7
ADDIE FARRELL
Principal
Addie is a seasoned project director who navigates the CEQA and NEPA processes for a wide range of project types, from remediation to recreation to infrastructure to health care and beyond. She excels at providing her clients with strategic and holistic support, advising on a broad array of technical and strategic issues. She oversees on-call contracts with various jurisdictions throughout Los Angeles overseeing CEQA services delivery as well as focused technical tasks. Her dedication and professional style have brought her a number of complex and highprofile projects that have earned awards from both AEP and APA. She is an active member of AEP, presenting on panels and trainings.
Addie leads PlaceWorks’ CEQA/NEPA practice for the Los Angeles region and oversees environmental staff from our Los Angeles office, managing diverse in-house and subconsultant teams. She oversees all aspects of the environmental process and ensures adherence to budget and scope.
She also leads public and stakeholder meetings and excels at delivering public and staff presentations, even in high-pressure settings. She pays keen attention to quality and detail and maintains that attention in the most challenging situations.
HIGHLIGHTS OF EXPERIENCE
• Norwalk Entertainment District-Civic Center Specific Plan EIR | Norwalk CA • Norwalk Entertainment District-Civic Center Specific Plan and EIR | Norwalk CA • Tapia Ranch Residential EIR | Los Angeles County CA
• The Mercury Mixed-Use Development Project IS/MND | Pico Rivera CA • Anaheim General Plan Update EIR | Anaheim CA
• Orange County Great Park Phase 2 EIR | Irvine CA
• Bullhead Solar EIR | Kern County CA
• Del Amo Circle Residential Apartments Sustainable Communities Environmental Assessment (SCEA) | Torrance CA
• Malibu Middle and High Schools Specific Plan and EIR | Santa Monica-Malibu USD • McKinley Elementary School EIR for Campus Master Plan Update | Santa Monica-Malibu USD
• Grant Elementary School EIR for Campus Master Plan Update | Santa Monica-Malibu USD
• Crescenta Valley High School Field Improvement Project EIR | Glendale USD • Bright Star Schools Rise Kohyang Charter High School IS/MND | Los Angeles USD • Rose Bowl Operating Company Brookside Golf Club Expansion IS/MND | Pasadena CA
• Rose Bowl Operating Company Arroyo Seco Music and Arts Festival EIR
EDUCATION
• BA, Natural Resource and
Environmental Geography, San
Diego State University
AFFILIATIONS
• Association of Environmental
Professionals
PROFESSIONAL
ACTIVITIES
• Panelist, AEP Annual Conference
2021, “Subsequent Environmental
Review Amidst a Sea of Evolving
CEQA Law and Regulations”
• Instructor, 2017 AEP CEQA
Essentials Workshop, Inland Empire
Chapter
• Chair, AEP Awards Committee, San
Diego Chapter | 2007–2009
Team member since 2020
A-8
ADDIE FARRELL
Principal
[email protected]
Addendum | Pasadena CA
• Prologis Vermont and Redondo EIR | Los Angeles CA
• Peer Review Los Angeles Aerial Rapid Transit EIR for California State Parks | Los Angeles CA
• Various Environmental Peer Reviews for City of Inglewood | Inglewood CA • Southwest Valley Community Plans EIR | Los Angeles CA • Multiview Drive Single-Family Residence IS/MND | Los Angeles CA • Medical Office Building at 508 Las Tunas Drive IS/MND Addendum | Los Angeles CA
• Sepulveda Basin Burrowing Owl Surveys | Los Angeles CA • EA Form Preparation for 6-Lot Subdivision | Granada Hills CA • Los Alamitos Town Center GPA Addendum | Los Alamitos CA
PRIOR EXPERIENCE
• Inglewood Basketball and Entertainment Center EIR | Inglewood CA • Arroyo Seco Music and Arts Festival EIR | Pasadena CA • Rancho Los Amigos EIR | Los Angeles County CA
• Treeland Homes EIR | Los Angeles CA
• Pacific Square San Gabriel Mixed-Use Project EIR | San Gabriel CA • Topock Compressor Station Environmental Review, Multiple EIRs under DTSC contract | Needles CA
• Santa Susana Field Laboratory Final EIR for DTSC | Ventura County CA • Shriners Hospital for Children MND | Pasadena CA
• Platinum Residential Project MND | Pasadena CA
• AngelFest Environmental Assessment | Los Angeles CA
• Hollywood Center EIR | Los Angeles CA
• Rose Bowl Lighting Replacement Project | Pasadena CA
• Griffith Park Performing Arts Center MND | Los Angeles CA • Hansen Dam Skate Park IS/MND and Environmental Assessment | Los Angeles CA
• Sheldon Skate Plaza IS/MND | Los Angeles CA
• Lake Machado Operation and Long-Term Maintenance Plan | Los Angeles CA • Point Fermin and Battery Osgood Historic Evaluation | Los Angeles CA • Exposition Park Rose Garden Historic Evaluation | Los Angeles CA • Kern County Solar Projects, Multiple EIRs | Kern County CA • Santa Barbara Courthouse | Santa Barbara CA
AWARDS
• 2018 Environmental Planning Award, APA | Arroyo Seco Music and Arts Festival EIR
• 2017 Merit Award, Outstanding Environmental Analysis Document, AEP | Arroyo Seco Music and Arts Festival EIR
• 2016 Merit Award, Outstanding Environmental Analysis Document, AEP | Topock Compressor Station Soil Investigation EIR
“On behalf of DTSC, I would
like to extend a big “Thank
You” to all of you for your
many years of assistance on
this project. It is definitely
a bittersweet moment
with the expiration of the
CEQA contract. Addie…
you have been our partner
on this project for over a
decade - with the first draft
of the groundwater NOP in
Feb 2008. I have journeyed
together professionally
as well as experienced
significant personal life
changes during this past
decade. You will sincerely be
missed!”
—Aaron Yue
Contract Manager, DTSC
(re: Topock CEQA, Multiple EIRs)
A-9
ELIZABETH KIM
Senior Associate
With more than 15 years of professional experience, Elizabeth has steadily developed her skills in environmental analysis, policy analysis, and municipal planning. Her position as a planning intern for the City of Glendale gave Elizabeth a hands-on knowledge of land use regulations and municipal policy implementation. She has worked extensively with school districts, managing environmental documentation and constraints mapping. Her responsibilities also include research, analysis, and report preparation for a variety of environmental and public policy efforts.
At PlaceWorks, Elizabeth worked on the Platinum Triangle Subsequent EIR for the City of Anaheim, a mixed-use project that required compliance with previously adopted documents and the integration of many technical studies into a consistent, easy-to-read public document.
She assisted the Imperial Unified School District, which was dealing with new growth and development, to understand urban planning concepts and the environmental review process, and compiled information for a constraints map showing various environmental, health, and safety concerns. As project manager for an early education center and child development center, she navigated successfully through community opposition and frequent project changes.
HIGHLIGHTS OF EXPERIENCE
• CEQA Environmental Services
• Anaheim Canyon Specific Plan EIR | Anaheim CA
• The Platinum Triangle Subsequent EIR | Anaheim CA
• The Gene Autry Experience EIR | Anaheim CA
• A-Town Stadium and Orangewood Condominium Project | Anaheim CA • Amendment to The Platinum Triangle Master Land Use Plan EIR | Anaheim CA • Southeast Urban Center | Clovis CA
• Hemet Stock Farm Specific Plan EIR | Hemet CA
• Patriotic Hall Rehabilitation EIR | Los Angeles County CA • Town Center EIR | Yorba Linda CA
• Olson Company Residential Projects | Westminster CA
• Vortex Specific Plan & EIR | Desert Hot Springs CA
• Continental Marketing Services Industrial Warehouses | Industry CA • Harrison Avenue Business Park | Industry CA
• Valley Boulevard Improvements | Industry CA
• Liu Company Warehouse Additions | Industry CA
• Valley/7th Avenue Widening | Industry CA
• Sign Ordinance Amendment | Industry CA
• 2nd Street & E Street Mixed Use Project EIR | San Bernardino CA
EDUCATION
• Master of Urban & Regional
Planning, University of California,
Irvine
• BA, Environmental Analysis &
Design, University of California,
Irvine
AFFILIATIONS
• Association of Environmental
Professionals
Team member since 1999
A-10
ELIZABETH KIM
Senior Associate
[email protected]
• Seashore Village | Newport Beach CA
• Kaiser Permanente Noise Assessment | Ontario CA
• Lewis Retail Centers | Pomona CA
• School Facilities Planning
• Fontana High School No. 4 EIR | Fontana USD
• Lincoln II South Elementary School EIR | San Bernardino City USD • New High School EIR | Placentia-Yorba Linda USD
• Review of Port of Los Angeles Southern California International Gateway EIR for school-related issues | Long Beach USD
• Constraints Mapping and School Master Plan | Imperial USD • Colton High School Modernization & Improvement Mitigated Negative Declaration (MND) | Colton Joint USD
• Elementary School No. 26 MND | Moreno Valley USD
• La Jolla Elementary School MND | Moreno Valley USD
• Education Center Conversion | Pomona USD
• High School No. 4 MND | Alvord USD
• Middle School No. 5 MND | Colton Joint USD
• Temecula Valley High School Modernization & Improvement MND | Temecula Valley USD
• New Gratts Primary Center & Early Childhood Education Center MND | Los Angeles USD
• Fontana Elementary School No. 31 MND | Fontana USD
• New K–8 School in the Lake Hills Development MND | Alvord USD • Quinta De Lago Elementary School MND | Temecula Valley USD • Long Beach Airport Terminal Improvement Project | Long Beach USD • Yorba Linda High School EIR | Placentia-Yorba Linda USD • K–8 School at Brea Sports Park | Brea-Olinda USD
• High School No. 5 EIR and Rail Risk Study | Fontana USD
A-11
ARABESQUE SAID-ABDELWAHED
Senior Associate
Arabesque is responsible for managing CEQA review documents for school facilities planning and other project types. She manages projects from the proposal stage to adoption/certification within approved budgets and schedules and manages relationships with existing and new clients, including federal, state, and local agencies and private developers. Before joining PlaceWorks, Arabesque was also a project manager and led interdisciplinary teams in preparation of CEQA/NEPA environmental documents and technical studies for school districts, public infrastructure, private development (solar and mixed use), and other markets. She was responsible for executing and overseeing all task orders for an on-call services contract with LAUSD and for directing the preparation of Phase I Environmental Site Assessments for private developers and Phase I Initial Assessments for Caltrans review.
Arabesque has significant experience performing Phase I environmental site assessments / environmental site reports. She is an ASTM-trained environmental site assessment professional and has conducted dozens of Phase I ESAs in California and Nevada.
Arabesque has a technical background in cultural resources management, including the preparation of cultural resources literature reviews, archaeological surveys, archaeological testing, and data collection. She has also authored cultural resources reports required for environmental review and analysis in accordance with CEQA and NEPA.
HIGHLIGHTS OF EXPERIENCE
• Malibu Middle and High Schools Specific Plan and EIR, Santa Monica-Malibu USD | Malibu CA
• Tapia Ranch Project EIR | Los Angeles County CA
• Linbrook Villas CEQA Class 32 Categorical Exemption | Anaheim CA • Laguna Niguel City Center Mixed Use Project EIR | Laguna Niguel CA • Compton High School EIR RAW Addendum | Compton CA
• San Bernardino County SB 2 CEQA Streamlining | San Bernardino County CA
PRIOR EXPERIENCE
• Burbank Avion EIR | Burbank CA
• Santa Susana Field Laboratory Draft and Final EIR | Ventura County CA • Baldwin Park TOD Specific Plan EIR | Baldwin Park CA
• Indian Wells Valley Land Use Management Plan program EIR | Kern County CA • Circle City Project | cities of Corona and Norco, and the surrounding communities of unincorporated northwestern Riverside County CA • Richard A. Reynolds Desalination Plant Phase 2 Expansion Solar Project IS/ MND | Chula Vista CA
EDUCATION
• Master of Public Policy
University of California, Irvine
• BA, Anthropology
University of California, Riverside
AFFILIATIONS
• Urban Land Institute
• American Planning Association
PROFESSIONAL
ACTIVITIES
• Panelist, AEP Annual Conference
2021, “Subsequent Environmental
Review Amidst a Sea of Evolving
CEQA Law and Regulations”
Team member since 2021
A-12
ARABESQUE SAID-ABDELWAHED
Senior Associate
[email protected]
• Walmart Supercenter Project EIR | Lake Elsinore CA
• MFRO Facility for Agriculture Project IS/MND | Escondido CA • Eastern Recycled Water System IS/MND | Escondido and San Diego County CA • Keith 1220-Zone Potable Water Tank IS/MND | Corona CA • Cabazon II Outlet Expansion Project IS/MND | Riverside County CA • March Joint Powers Authority On-Call Environmental Services | Riverside County CA
• Water Facilities Project | Corona CA
• AngelFest Environmental Assessment | Los Angeles CA
• Treeland Homes EIR | Los Angeles CA
• 333 North Prairie Avenue Project | Inglewood CA
• South Bay Galleria EIR | Redondo Beach CA
• Bristol Mini-Storage Facility and Food Court Building IS/MND | Costa Mesa CA • 36-Unit Live/Work Project, Placentia Avenue and 20th Street IS/MND | Costa Mesa CA
• Newport and Ford Residential Project IS/MND | Costa Mesa CA • Cerritos Avenue Single-family residential project IS/MND | Orange CA • Peters Canyon 4f De Minimis Memorandum to support IS/MND | Irvine CA • Heritage Mixed-Use Development project EIR | Santa Ana CA • Park View at Town and Country Manor Project EIR | Santa Ana CA • Downtown 39 IS/MND and Technical Studies Review | Anaheim CA Schools
• Fremont High School Removal Action Workplan IS/MND| Los Angeles CA • Thomas Jefferson High School Comprehensive Modernization Project IS/MND| Los Angeles CA
• Buroughs Middle School Comprehensive School Modernization Project EIR | Hancock Park CA
• San Pedro High School Comprehensive Modernization Project EIR | San Pedro CA • Bonsall High School EIR | Community of Fallbrook, San Diego County CA • Lawndale Wellness and Activity Center Initial Study and Categorical Exemption | Lawndale CA
Cultural
• Avenue D at Wilson Creek Bridge / Box Culvert | Yucaipa CA • 13th Street at Wilson Creek Bridge / Box Culvert | Yucaipa CA • Newport Beach Learning Center Paleontological and Cultural Resources Monitoring | Newport Beach CA
• World Logistics Center Specific Plan Phase I and Phase 2 Cultural Resources Assessment | Moreno Valley CA
• LADWP Powerline Road Maintenance Project: Victorville to Baker Segment, Class III Cultural Resource Assessment | San Bernardino County CA • APN 650-020-008 Cultural Resources Assessment | Thousand Palms CA • Solar I Cultural Resources Survey | Mojave Desert CA
• Solar 2 Cultural Resources Survey | Yuha Desert CA
• Redlands Crossing Walmart EIR | Redlands CA
Hazards/Phase I ESA or ISA (Caltrans)
• I-10/Jackson Street Interchange Improvement Project Initial Site Assessment | Indio CA
• Interstate 215 Bi-County Landscape Project Initial Site Assessment | San Bernardino County CA
• Deer Creek Solar I Project Phase I Environmental Site Assessment | Tulare County CA
A-13
JORGE ESTRADA
Senior Associate
Jorge is an exceptionally diverse planner. His knowledge and experience encompass the public and private sector, project management and administration, and both environmental and community planning.
He has reputation for thorough, quality work; attention to detail; and client satisfaction. Jorge has a clear understanding of planning and environmental principles and a solid working knowledge of their considerable regulatory systems, processes, and regulations. A natural communicator, he is known for his motivation, high energy, and expertise, which make him invaluable to project teams and clients alike.
Jorge processes, oversees, and manages all aspects of projects with a depth of knowledge and breadth of perspective that are assets to both the Environmental and Community Planning & Design teams.
His environment work focuses on CEQA compliance and spans a wide range of public- and private-sector projects, from general plans and specific plans to small infill projects. For community planning projects, he prepares and manages specific plans and provides entitlement services. He also provides in-house Spanish translations for an array of environmental and planning-related documents and materials.
HIGHLIGHTS OF EXPERIENCE
CEQA Environmental Services
• New Elementary and Middle School at 425 North Lyon Avenue MND | San Jacinto CA
• Pathways to College Charter School MND | Hesperia CA
• Real Journey Academies Charter High School MND | Fontana CA • General Plan EIRs for the cities of Temple City, Sierra Madre, and Industry | California
• Century Villages at Cabrillo Specific Plan EIR | Long Beach CA • Oak Creek Community Park Expansion and Improvements Plan | Irvine CA • Cornerstone Bible Church Expansion MND | Glendora CA
• Citrus Crossroads Commercial Retail Center MND | Fontana CA • Grand Central Recycling and Transfer Station EIR Addendum | Industry CA • Jackson Ranch Specific Plan EIR | Kings County CA
• Laverne Elementary Preparatory Academy MND | Hesperia CA • Cardon Arbor View School CEQA Exemption | Rancho Cucamonga CA • Desert Trails Preparatory Academy MND | Victorville CA • Glendora Self-Storage Facility MND | Glendora CA
• Lakeview Senior Living Subsequent EIR | Yorba Linda CA
EDUCATION
• BS, Urban & Regional Planning,
California Polytechnic State
University, Pomona
• Certificate in Engineering/
Architectural AutoCAD, California
State University, Long Beach
AFFILIATIONS
• American Planning Association
Team member since 2005
A-14
JORGE ESTRADA
Senior Associate
[email protected]
• Newport Crossings Mixed Use Project EIR | Newport Beach CA • Christ’s Church of the Valley Expansion MND | Rancho Cucamonga CA • San Bernardino Road Public Safety Facility MND |Rancho Cucamonga CA • Los Alamitos Luxury Apartments MND | Los Alamitos CA
• Sausalito Street Condominiums MND | Los Alamitos CA
• City Plaza Apartments and Hotel EIR Addendum | Orange CA • Specific Plan No. 12 (Hampton Inn & Suites) MND | Claremont CA • Hyatt Regency Expansion EIR | Newport Beach CA
• Chapman Apartments MND | Orange CA
• City Parkway Apartments MND | Orange CA
• Temple City Crossroads Specific Plan EIR | Temple City CA • Midtown Specific Plan EIR | Long Beach CA
• Yorba Linda Gardens Residential Development MND | Yorba Linda CA • San Juan Hills High School Campus Improvements MND | San Juan Capistrano CA • San Clemente High School Campus Improvements MND | San Clemente CA • Westside Gateway MND | Costa Mesa CA
• Specific Plan No. 3 MND | Walnut CA
• The Olson Company Townhomes on Washington Avenue MND | Orange CA • Covington Townhomes EIR Addendum | Yorba Linda CA
• Uptown Newport EIR | Newport Beach CA
• Harbor Corridor Specific Plan EIR | Santa Ana CA
• Magnolia Residential Project EIR | Upland CA
• Cash 4 Cans + Recycling Center CEQA Exemption | Westminster CA • San Bernardino TOD Overlay District EIR Addendum | San Bernardino CA • Industry Housing Element ND | Industry CA
• Valley Boulevard Widening MND | Industry CA
• Wenzlaff Elementary School Conversion MND | Desert Hot Springs CA • Serrano I and II Residential Project MND | Claremont CA • City Ventures Residential Project MND | Claremont CA
• Western Christian Schools Campus Improvements MND | Claremont CA • Taylor Morrison Residential Project MND Addendum | Claremont CA • Olson Company Residential Project MND | Claremont CA
• Frontier Enterprises, The Colony EIR Addendum | San Bernardino CA • Baldwin Park Industrial MND | Industry CA
• Oakbrook Village EIR Addendum | Laguna Hills CA
• Courts at Monte Vista MND Addendum | Claremont CA
• Police and Public Works Facilities EIR | San Gabriel CA • Irvine CEQA Guidelines | Irvine CA
• Section 19 Specific Plan EIR | Rancho Mirage CA
A-15
MARIANA ZIMMERMANN
Senior Associate
Mariana is a fast-rising star at PlaceWorks, managing and supporting environmental analyses. With more than seven years of CEQA experience, she has worked on many different types and sizes of projects from schools and public facilities to private developments to general plans and specific plans. She is a quick study, highly adaptable, and works well with staff at all levels—an asset to any project team. As a project manager, she is diligent about organization and follow-through.
She also has a knack for coordinating with clients, subconsultants, and agencies that helps keep her projects on time and budget without sacrificing quality.
Mariana has a background in sustainability, energy efficiency, and climate change research, so she supports climate action planning projects and safety element updates. She has worked on sustainability for the city of Los Angeles—as a Hilton Global Summer Scholar on the UN’s Sustainable Development Goals for the city, and as a sustainability intern for the Mayor’s Office of Sustainability. Her technical software experience includes ArcGIS, Adobe Creative Suite, and SketchUp.
HIGHLIGHTS OF EXPERIENCE
Environmental Planning
• Norwalk Entertainment District-Civic Center Specific Plan EIR | Norwalk CA • Ecology Recycling Facility Addendum to Pacific Rail Metal Shredding EIR| Colton CA
• The Mercury (Mixed-Use) IS/MND | Pico Rivera CA
• Medical Office Building at 508 Las Tunas Drive IS/MND Addendum | San Gabriel CA
• Prologis Vermont and Redondo Project EIR | Los Angeles CA • Newhall Ranch CEQA and Entitlement Processing | Los Angeles County CA • SA Recycling Lease Extension EIR Addendum | Port of Los Angeles CA • Century Villages at Cabrillo Phase VI EIR | Long Beach CA • 201 West PCH Project Addendum | Long Beach CA
• Addendum to the Midtown Specific Plan EIR for 201-231 W. PCH Mixed Use Apartment Project | Long Beach CA
• The Invitation Multifamily Residential Project IS/MND | Anaheim CA • Lincoln and Euclid IS/MND | Anaheim CA
• Santa Ana Transit Zoning Code Amendment EIR Addendum | Santa Ana CA • One Broadway Plaza Project Addendum | Santa Ana CA
• Santa Ana General Plan Update EIR | Santa Ana CA
• Brea 265 Specific Plan EIR | Brea CA
EDUCATION
• Master of Urban and Regional
Planning, University of California,
Los Angeles
• BS, Environmental Studies,
University of California, Santa
Barbara
AFFILIATIONS
• American Planning Association
PROFESSIONAL
ACTIVITIES
• Hilton Global Summer Scholar on
the United Nations Sustainable
Development Goals for City of Los
Angeles, July–September 2018
• Intern, City of Los Angeles Mayor’s
Office of Sustainability, July–August
2019
Team member since 2019
A-16
MARIANA ZIMMERMANN
Senior Associate
[email protected]
• Brea Mall Mixed Use Project EIR | Brea CA
• Los Alamitos Town Center GPA Addendum | Los Alamitos CA • One Metro West EIR | Costa Mesa CA
• City Center Mixed-Use Project EIR| Laguna Niguel CA
• Creekside Specific Plan EIR | San Juan Capistrano CA
• Yucaipa Housing Element Update Addendum | Yucaipa CA
• Ontario Ranch Business Park Specific Plan EIR | Ontario CA • Proposition 68 Aquatics and Recreational Center Project Addendum | Yucca Valley CA
• Jackson Ranch Specific Plan EIR | Kings County CA
Environmental Planning for School Facilities
• Malibu Middle and High School Campus Specific Plan EIR | Santa MonicaMalibu USD • Redlands East Valley High School Stadium EIR | Redlands USD • Crescenta Valley High School Field Improvement EIR | Glendale USD • CEQA for James Foster Elementary School Modernization | Saugus USD • Beckman High School New CTE Building and Auxiliary Gym NOE | Tustin USD • NOEs for Solar Energy Projects | ABC USD
• NOE for Rancho Elementary School | Temecula Valley USD Planning
• Dana Point Housing and Safety Elements Update and Associated CEQA | Dana Point CA
• La Habra Comprehensive Housing and Safety Elements Update | La Habra CA • Laguna Hills Housing and Safety Elements Update | Laguna Hills CA
PRIOR EXPERIENCE
• Lyons Avenue / Dockweiler Drive Extension Project EIR | Santa Clarita CA • New Dana Strand Phase IV IS/MND and EA | Los Angeles CA • 8th and Spring IS/MND | Los Angeles CA
• 732 Spring Street IS/MND | Los Angeles CA
• 4th and Spring IS/MND | Los Angeles CA
• Fallbrook Village Project IS/MND | Los Angeles CA
• North Reseda Boulevard IS/MND | Los Angeles CA
• Olivo Shopping Center at Mission Hills IS/MND | Los Angeles CA • Blake Avenue Riverfront IS/MND | Los Angeles CA
AWARDS
• 2019 Award for Service to the Department | UCLA Luskin School of Public Affairs, Department of Urban Planning
• 2019 Capstone Poster Competition Winner | UCLA Luskin School of Public Affairs, Department of Urban Planning
• 2019 Ralph and Shirley Shapiro Fellowship | UCLA Luskin School of Public Affairs, Department of Urban Planning
• 2018 Outstanding Student Award Runner-Up | California Planning Foundation • 2018 Paul Walk Sustainability Scholarship | California Planning Foundation
A-17
JENNIFER KELLEY
Senior Associate
Jennifer is a skilled environmental professional with nine years of experience leading CEQA and NEPA analyses for development and infrastructure projects. Jennifer has managed CEs, MNDs, and EAs for mixed-use, infill development projects from the proposal stage through entitlement, and served as a deputy project manager on large-scale EIRs. Jennifer’s management expertise includes seniorlevel review of documents; coordination with clients, subconsultants, and public agencies; keeping project schedules and budgets on track; and supervising analyses prepared by junior staff. Prior to joining PlaceWorks, Jennifer served in environmental planning and management roles where she used her background in urban planning and environmental design to lead numerous comprehensive land use and aesthetics compatibility analyses and produced supporting visual graphics. She is also proficient in producing quantitative studies to measure cumulative impacts on public services and utilities using local, regional, and state-level data.
HIGHLIGHTS OF EXPERIENCE
• Redondo Beach General Plan Update EIR | Redondo Beach CA • Great Park Phase 2 EIR | Irvine CA
PRIOR EXPERIENCE
Programmatic
• Downtown Community Plan Update/New Zoning Code EIR | Los Angeles CA • Los Angeles Sports and Entertainment District Specific Plan Addendum | Los Angeles CA
• The Terraces of Walnut Specific Plan EIR | City of Walnut Mixed-Use
• 1000 Grand MND | Los Angeles CA
• 11701 Santa Monica Boulevard MND | Los Angeles CA
• 1400 S. Figueroa Street MND | Los Angeles CA
• 777 North Front Street EIR | Burbank CA
• 7985 Santa Monica Boulevard EIR |West Hollywood CA
• City Market of Los Angeles EIR | Los Angeles CA
• Sapphire Project EIR | Los Angeles CA
• Sunset and Gordon EIR | Los Angeles CA
• 801 S. Olive Street MND | Los Angeles CA
• Apex II MND | Los Angeles CA
• G12 MND | Los Angeles CA
• High Line West MND | Los Angeles CA
EDUCATION
• Master of City Planning,
Boston University
• Bachelor of Landscape
Architecture,
California Polytechnic State
University, San Luis Obispo
AFFILIATIONS
• Association of Environmental
Professionals
• American Planning Association
Team member since 2022
A-18
JENNIFER KELLEY
Senior Associate
[email protected]
• Industrial Street Lofts MND | Los Angeles CA
• LA Main MND | Los Angeles CA
• La Tijera/Sepulveda Eastway MND | Los Angeles CA
• Olympic and Olive Mixed-Use Project MND | Los Angeles CA • Onyx MND | Los Angeles CA
• Panorama City Center EIR | Los Angeles
• The Alexan Addendum | Los Angeles CA
• Valencia Mixed-Use Project MND | Los Angeles CA
Industrial
• 1601 San Francisco Avenue MND | Long Beach CA
• 300 Studebaker Road Industrial Project MND | Long Beach CA Infrastructure
• Lyons Avenue/Dockweiler Drive Extension EIR | Santa Clarita CA • Pipeline Safety Enhancement Plan Various | Southern California Gas Company
Residential
• 780-808 Francesca Drive MND | Walnut CA
• Agave at Palm Canyon EA | County of Riverside CA
• Palo Verde MND | El Monte CA
• Rolland Curtis MND | Los Angeles CA
• Winnetka Williams Homes MND | Los Angeles CA
• Willowbrook III MND | County of Los Angeles CA
Schools & Institutional Campuses
• Kaiser Permanente Baldwin Hills Outpatient Medical Facility MND | Los Angeles CA
• Kaiser Permanente West Los Angeles Medical Center Parking Expansion MND | Los Angeles CA
• Santa Monica Community College Malibu Campus EIR | Malibu CA • Shalhevet High School and Fairfax Mixed-Use MND | Los Angeles CA
A-19
JOHN VANG JD
Senior Associate
John is a senior associate on the air quality, greenhouse gas, and noise assessment team. His background and experience give him a solid foundation in quantitative and qualitative analysis—a valuable asset and indispensable to the assessment of environmental impacts. He completes and assists with technical analyses for a wide variety of projects—general plans and specific plans; schools; and developments with commercial, industrial, warehouse, residential, and mixed uses.
John was a beta-tester for CalEEMod versions 2013, 2016, and 2020, and he is proficient in the various modeling software for air quality and health risk technical studies, such as EMFAC, OFFROAD, HARP, and AERMOD. He also has experience preparing energy, traffic, and other sections for CEQA documents.
HIGHLIGHTS OF EXPERIENCE
CEQA Analysis
• Prologis Vermont and Redondo Project EIR | Los Angeles CA • Proposed Rule 2305 and Proposed Rule 316 EA | South Coast Air Quality Management District
• Jackson Ranch Specific Plan EIR | Kings County CA
• Ontario Ranch Business Park Specific Plan EIR | Ontario CA • City of Corona General Plan Update EIR | Corona CA
• City of Jurupa Valley Etiwanda Avenue/Country Village Road Truck Restriction Ordinance EIR | Jurupa Valley CA
• Hayward Downtown Specific Plan and Associated Zoning Code Update EIR | Hayward CA
• Southwest Fresno Specific Plan EIR | Fresno CA 2017
• City of Hope Campus Plan EIR | Duarte CA 2016
• Warner Avenue Widening from Main Street to Grand Avenue EIR | Santa Ana CA • Los Angeles County General Plan Update EIR | Los Angeles County CA • Clovis General Plan and Development Code Update EIR | Clovis CA • Pasadena General Plan EIR | Pasadena CA
• Landmark Hotel EIR | San Carlos CA
• Temple Industrial Warehouse/Office | Industry CA
• San Clemente General Plan EIR | San Clemente CA
• Harbor Corridor Specific Plan EIR | Santa Ana CA
• Crummer Site Subdivision EIR | Malibu CA
• The Platinum Triangle Subsequent EIRs | Anaheim CA
• Moran Street Specific Plan EIR | Westminster CA
• Fresno El Paseo Master Plan EIR | Fresno CA
EDUCATION
• Master of Urban Planning, Design,
& Development, Cleveland State
University
• Juris Doctor, Cleveland-Marshall
College of Law, Cleveland State
University
• BA, Anthropology, University of
California, Los Angeles
ACTIVITIES
• CalEEMod Emissions Inventory
Model Beta-Testing | South Coast
Air Quality Management District
Team member since 2008
A-20
JOHN VANG
Senior Associate
[email protected]
• Circulation Element Update & MND | Fountain Valley CA • Greenspot Village & Marketplace Specific Plan EIR | Highland CA • Vortex Specific Plan EIR | Desert Hot Springs CA
• Ontario General Plan Update EIR | Ontario CA
• Puente Hills Intermodal Facility EIR | Industry CA
• Logistics Terminals, Inc., Development Plan & Zone Exception IS | Industry CA • 109th Street Pool & Bathhouse Replacement Project EIR | Los Angeles CA Technical Studies
• 506 Brookside Drive Industrial Project Air Quality and Greenhouse Gas | North Richmond CA
• Greenleaf Business Center, Air Quality, Greenhouse Gas Emissions, and Operational Health Risk Assessment | Santa Fe Springs CA • Rancho Cucamonga Fire Protection District Fire Training Center, Air Quality and Greenhouse Gas Emissions | Rancho Cucamonga CA
• Anaheim Energy Organic Waste to Energy Facility Air Quality and Greenhouse Gas Emissions | Anaheim CA
• Serramonte Shopping Center Expansion Construction Health Risk Assessment | Daly City CA
• Landmark Hotel Construction Health Risk Assessment | San Carlos CA • Torrance Memorial Medical Center | Torrance CA
• Noise Monitoring for Specific Highways, Noise Memorandum | Cerritos CA • Coca-Cola Warehouse Expansion Air Quality Memorandum | Orange CA • Carlsbad New High School No. 2 Noise Impacts on Least Bell’s Vireo and California Gnatcatcher Habitat, Carlsbad USD | Carlsbad CA • Distrito La Novia San Juan Meadows Planned Community Air Quality and Noise | San Juan Capistrano CA
• Green Dot Public Schools High School Air Quality and Greenhouse Gas Emissions | Los Angeles County CA
• Sycamore Academy Greenhouse Gas Emissions | Wildomar CA School Facilities Planning
• UC Berkeley Long Range Development Plan EIR, University of California | Berkeley CA
• Southwest Campus EIR, Mt. San Jacinto Community College District | Wildomar CA
• Menifee Valley Campus EIR, Mt. San Jacinto Community College District | Menifee CA
• SAUSD Sports Complex EIR, Santa Ana USD | Santa Ana CA • Ontario High School Improvements EIR | Chaffey Joint Union High School District | Ontario CA
• Wiseburn High School Sports Complex, Wiseburn USD | El Segundo CA • School Upgrade Program EIR, Los Angeles USD | Los Angeles CA • Castaic High School EIR, William S. Hart Union High School District | Castaic CA • Middle School No. 8.75 IS/MND, Fontana USD | Fontana CA • Citrus Continuation High School IS/MND, Fontana USD | Fontana CA • Jurupa Hills Adult Education Center Conversion IS/MND, Fontana USD | Fontana CA
• New High School at College and Cannon EIR, Carlsbad USD | Carlsbad CA • South Region Elementary School No. 12 EIR, Los Angeles USD | Los Angeles CA
A-21
ALEJANDRO GARCIA INCE-USA
Senior Associate, Noise, Vibration, and Acoustics
Alejandro Garcia is a senior associate with experience in environmental, industrial, and occupational noise throughout California, and across the United States and Mexico. As the leader of PlaceWorks’ Noise Group, he measures and analyzes noise data and assists with the preparation of stand-alone technical studies to support CEQA/NEPA compliance documents for projects such as schools, residential, commercial, mixeduse, industrial, and transportation.
Before joining PlaceWorks, Alejandro performed noise surveys, collected environmental and urban noise data, and worked directly with industrial plant managers at Amazon, General Motors, John Deere, and Ford, among others. He assisted senior staff monitoring urban noise levels and analyzing data, such as from concerts at a major league baseball team’s stadium and conducted EHS/Industrial Hygiene noise-exposure assessments. Alejandro’s technical software experience includes GIS, TNM, INSUL, Acoustic Information Model, Google SketchUp, Odeon Room Acoustics Simulator, and Bluebeam Revu.
HIGHLIGHTS OF EXPERIENCE
• Midtown Long Beach Specific Plan EIR | Long Beach CA
• Century Village at Cabrillo EIR and Techical Study | Long Beach CA • Redondo Beach General Plan EIR and Noise Element | Redondo Beach CA • Newport Airport Village Project Addendum | Newport Beach CA • Brea Mall Mixed Use Project EIR | Brea CA
• Brea 265 Specific Plan EIR | Brea CA
• Entrada South Valencia Commerce Center Peer Review | Santa Clarita CA • Residences at Nohl Ranch EIR | Anaheim CA
• Santa Anita Park North Barn EIR | Arcadia CA
• Mercury Residential Project EIR | Brea CA
• Stevens Creek Residential Project IS/MND | Cupertino CA • San Leandro Shoreline Addendum | San Leandro CA
• Laguna Niguel Town Center Mixed Use Project EIR | Laguna Niguel CA • Lincoln at Euclid IS/MND | Anaheim CA
• Irvine Construction and Vibration Peer Review | Irvine CA • Santa Fe Springs Warehouse at Greenleaf Avenue IS/MND | Santa Fe Springs CA • Rancho Cucamonga Community College Campus Master Plan EIR, Chaffey Community College District | Rancho Cucamonga CA
• New Fontana Campus Master Plan EIR, Chaffey College Community College District | Fontana CA
• IS/MND Sports Facilities Lighting at Six High Schools | San Bernardino County CA • Redlands East Valley HS Stadium Project EIR | Redlands CA
EDUCATION
• BS, Acoustics, Columbia College,
Chicago
CERTIFICATIONS
• Institute of Noise Control
Engineering (INCE) Certificate of
Completion for Course 1 of 3 for
INCE Board Certification
• Certificate of Continuing Education,
SoundPLAN Software & Noise
Modeling Training March, 2022
AFFILIATIONS
• Institute of Noise Control
Engineering
Team member since 2018
A-22
ALEJANDRO GARCIA
Senior Associate
[email protected]
• Crescenta Valley HS Field Improvement Project EIR, Glendale USD | La Crescenta CA
• Interim Housing at Esencia K–8 School Initial Study, Capistrano USD | Rancho Mission Viejo CA
• Del Norte HS Classroom Expansion and Sports Field Lighting Project EIR Addendum | Poway CA
• Isaac L. Sowers School Redevelopment Noise and Vibration Technical Memorandum | Huntington Beach CA
• Compton HS Reconstruction Project Removal Action Workplan EIR Addendum | Compton CA
• Beckman HS Lighting Project Noise Technical Memorandum, Tustin USD | Irvine CA
• Rise Kohyang MS IS/MND, Bright Star Schools | Los Angeles CA • Real Journey Academies Charter School IS/MND | Fontana CA • Addendum to the West Park Area HS Project EIR for Six New Tennis Courts | Roseville CA
• Wedgeworth K–8 School and Residential Development Project EIR | Hacienda Heights CA
• Richmond ES Replacement IS/MND, Sierra Sands USD | Ridgecrest CA • Beaumont HS Expansion EIR | Beaumont CA
• Moreno ES Replacement | Moreno Valley CA
• Arlington HS Modernization and New Construction EIR | Riverside CA • Desert Trails Preparatory Academy IS/MND | Victorville CA • Solana Vista ES Reconstruction IS/MND | Solana Beach CA • Longfellow ES Expansion EIR | Riverside CA
• Elizabeth Learning Center Comprehensive Modernization IS/MND | Los Angeles CA
• Addendum to Great Park EIR for Heritage Fields K-8 School | Irvine CA • Cardon Arbor View School IS/MND | Rancho Cucamonga CA • Point Dume ES IS/MND, Santa Monica-Malibu USD | Malibu CA • Office Master Plan Initial Study Technical Memorandum, Val Verde USD | Perris CA
PRIOR EXPERIENCE
• Amazon Fulfillment Center Noise Surveys | Arizona, Nevada, Indiana, Texas, North Carolina, Kentucky
• Amazon Distribution Center ABE8 Noise Survey | Florence NJ • Chicago Cubs Perimeter Noise Monitoring | Chicago IL
• Chicago Cubs Stadium Concert Noise Monitoring | Chicago IL • Township Noise Monitoring | Filer Charter Township MI • Ford Motors Assembly Plant Noise Surveys | Kentucky, Ohio, Illinois, Michigan • Ford Stamping and Assembly Plant Noise Survey | Cuautitlán Mexico • General Motors (GM) Global Propulsion Systems Noise Survey | Pontiac MI • GM Assembly Plant Noise Surveys | Various Locations MI • GM Powertrain and Engine Noise Surveys | Michigan and Ohio • John Deere Foundry Operations Noise Study | Waterloo IA • John Deere Product Engineering Center Noise Survey | Waterloo IA
LEADERSHIP AND
COMMUNITY
• Volunteer, KidWorks Program:
From Pre-K to BA—KidWorks
College Success Initiative, https://
kidworksoc.org, January 2022–
Present
SPEAKING
ENGAGEMENTS
• Guest Speaker, Society of America,
Columbia College Chicago Student
Chapter, 2022, Virtual
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STEVE BUSH, PE
Senior Engineer
Steve Bush, PE, Senior Associate is member of both the Environmental Sciences and the CEQA teams, Steve’s skill set covers a wide range of technical services. He leads our Title 5 risk assessment practice for school construction and modernization projects (Air Toxics/ Health Risk, Pipeline Safety, Railroad Safety, EMF), and applies his knowledge and skills to sampling and data analysis for Phase I environmental site assessments (ESA), and site investigations. He has also done extensive work with soil and groundwater sampling, air monitoring, and stormwater analysis and management. As a member of the Environmental Sciences team, Steve has completed numerous Hydrology and Water Quality analyses for a variety of projects, including proposed school sites and commercial properties.
HIGHLIGHTS OF EXPERIENCE
Environmental and Health Risk Assessments
• Wiseburn New High School EIR | Hawthorne CA
• Health Risk Assessment, Pipeline Safety Hazard Assessment, and Railroad Safety Study for Pioneer High School | Whittier CA
• Health Risk Assessments for Central Region Elementary School and South Region Span K–8 #1 | Los Angeles CA
• Rail and Pipeline Safety Studies, San Luis Coastal USD | San Luis Obispo CA • Aboveground Water Tank Safety Hazard Assessment, Waterstone Environmental, Inc.
• Health Risk Assessment for Irvine Technology Center | Irvine CA • CNG and Propane Risk Assessment for Ramona Elementary | Moreno Valley CA • UC Berkeley 2021 Long Range Development Plan EIR | Berkeley CA • UC Berkeley Long Range Campus Plan Update and 201-247 Golden Gate Avenue Mixed-Use Project EIR, UC Hastings College of Law | San Francisco CA • The Gateway New Academic Building Project Addendum, UC Berkeley | Berkeley CA
• Measure E Bond Program CEQA and Site Assessment Services | Fremont CA • Napa Valley Unified School District Measure H CEQA Review | Napa CA • 4840/4950 Mission Street Mixed Use EIR | San Francisco CA • Hayward Unified School District Master CEQA Services | Hayward CA • Tennyson and Hayward High Schools CEQA Services | Hayward CA • 2016 CEQA Economic Benefits Study
• BART to Livermore Program EIR, Bay Area Rapid Transit District (BART) • BART to Livermore Project EIR, Bay Area Rapid Transit District (BART) • Measure H Bond Program CEQA Consultant Services, Napa USD | Napa CA • Water Pipeline Safety Hazard Assessment for New Court Community School, Napa County Office of Education | Napa CA
• Borello Elementary School EMF Survey and Field Management Plan, Morgan Hill USD | Morgan Hill CA
EDUCATION
• MS, Chemical Engineering,
University of California, Los Angeles
• BS, Chemical Engineering,
University of California, Santa
Barbara CA
REGISTRATIONS
• State of California Professional
Engineer No. 83997
CERTIFICATIONS
• 40 Hour HAZWOPER
Team member since 2007
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STEVE BUSH
Senior Engineer
[email protected]
• Martin Luther King Jr Middle School Health Risk Assessment and Railroad Safety Study | Hayward CA
• Clayton Valley Charter High School Preliminary Fatal Flaw Analysis | Concord CA • Pittsburg School Campus Rail Safety Study and Pipeline Safety Hazard Assessment | Pittsburg CA
• New Elementary School Hydrology -FEMA Zone D Determination | Gilroy CA • New Elementary School Site Dam Inundation Study | Gilroy CA • Lomita Park Elementary School Health Risk Assessment, Pipeline Safety Hazard Assessment, and Rail Safety Study | Millbrae CA
Air Quality/GHG and CEQA
• Valhalla Inn by the Bay Initial Study | Sausalito CA
• The Landing at Walnut Creek Apartments EIR | Walnut Creek CA • Ocean Outlets Maintenance Manual Air Quality and Greenhouse Gas Analyses, Orange County Flood Control District | Orange County CA • Breuner Marsh Restoration Air Quality and Greenhouse Gas Analyses | Richmond CA
Site Investigation
• Central Region Elementary School No. 20 Environmental Oversight of Remedial Action Plan, LAUSD | Los Angeles CA
• Site Remediation for former Sargent Industries Property | Huntington Park CA • Phase I Environmental Site Assessments for City Recreation and Parks | Los Angeles CA
• High School Site No. 5, Fontana USD | Fontana CA
• Alessandro Boulevard and Kitching Street Alternative High School Site | Moreno Valley CA
• High School No. 5 Alternate Sites EIR | Moreno Valley CA • Citrus Heritage Middle School IS/MND | Riverside CA
• Tri-City Community Day School IS/MND, San Bernardino County Superintendent of Schools | San Bernardino County CA
• AZ Winter Mesa Towing Site Subdivision EIR | Malibu CA • Crummer Site Subdivision EIR | Malibu CA
PUBLICATIONS
• With J. Curren, S. Ha, M. Stenstrom, S. Lau, and I.H. Suffet, “Identification of subwatershed sources for chlorinated pesticides and polychlorinated biphenyls in the Ballona Creek watershed,” Science of The Total Environment 403, no. 13 (2011): 2525–33
• With M. Philibert, F. L. Rosario-Ortiz, and I. H. Suffet, “Advances in the characterization of the polarity of DOM under ambient water quality conditions using the polarity rapid assessment method,” Water Science & Technology: Water Supply 8, no. 6 (2008): 725–733
AWARDS
• Engineering Honor Society, Tau Beta Pi, 2002
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DINA EL CHAMMAS GASS PE
Senior Engineer
Dina is a member of the Environmental Planning team and Technical Services Group. She provides technical support related to hydrology, water quality, and utilities, including third-party peer reviews, water supply assessments, written verifications of supply, and utility capacity reports. Dina also performs quantitative health risk assessments and pipeline safety hazard assessments.
Dina processes, oversees, and manages CEQA projects as project manager or assistant project manager. She also contributes research, analysis, and review—particularly in the fields of water quality, hydrology, utilities, and hazards and hazardous materials—and prepares CEQA-compliant documents.
Dina came to PlaceWorks with eclectic experience in the fields of sustainability, environmental engineering, and sustainable watershed management. She was an assistant professor of sustainability and an environmental engineer in the Gulf and Caspian regions, where she prepared and implemented environmental management plans; pollution prevention plans; and management plans for waste, water, and wastewater.
HIGHLIGHTS OF EXPERIENCE
Hydrology/Water Quality, and Utilities
• On-Call Services for Water Supply Assessments and Written Verifications | Ontario CA
• Merrill Commerce Center Specific Plan; Water Supply Assessment | Ontario CA • Ontario Ranch Business Park Specific Plan; Water Supply Assessment | Ontario CA
• Jackson Ranch Specific Plan; Water Supply Assessment | Kettleman City CA • Westminster Mall Specific Plan; Water Supply Assessment | Westminster CA • Disneyland Resort Four Diamond Hotel Project; Third Party Peer Review Hydrology Report, WQMP, and WSA |Anaheim CA
• Aqua Mansa Specific Plan; Third Party Peer Review Utility Report and WSA | Jurupa Valley CA
• 4416 Azusa Canyon Road Project; Third Party Peer Review Hydrology Report, Hydraulics Report, and WQMP | Irwindale CA
Environmental and Health Risk Assessments
• Etiwanda Avenue/Country Village Road Truck Restriction Ordinance Health Risk Assessment | Jurupa Valley CA
• Temecula Valley Charter School Health Risk Assessment | County of Riverside CA • Villa Park High School Modernization Pipeline Risk Assessment | Orange CA • Solana Vista Elementary School Reconstruction Pipeline Risk Assessment | Solana Beach CA
• Brownwell Middle School Project Pipeline Risk Assessment | Gilroy CA
EDUCATION
• Master of Engineering,
Environmental and Water
Resources Engineer, American
University of Beirut, Lebanon
• Bachelor of Engineering, Civil
Engineering, American University of
Beirut, Lebanon
• MA, East Asian Studies, Maharishi
University of Management,
Fairfield, Iowa
AFFILIATIONS
• California Stormwater Association
(CASQA)
REGISTRATIONS
• State of California Professional
Engineer No. 91182
• State Water Resources Board’s
Qualified Storm Water Pollution
Prevention Plan Developer (QSD)
Team member since 2018
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DINA EL CHAMMAS GASS
Senior Engineer
[email protected]
CEQA
• 4416 Azusa Canyon Road Project IS/MND | Irwindale CA
• Whitmore Villa Residential Development IS/MND | Monterey Park CA • San Bernardino Countywide Plan EIR | San Bernardino County CA • Agua Mansa Commerce Park Specific Plan EIR | Jurupa Valley CA • Etiwanda Avenue/Country Village Road Truck Restriction Ordinance EIR | Jurupa Valley CA
• Proposed Rule 2305; Warehouse Indirect Source Rule Environmental Assessment | South Coast Air Basin CA
• New City Center Mixed-Use Project EIR | Laguna Niguel CA • Newport Crossings Mixed Use Project EIR | Newport Beach CA
PRIOR EXPERIENCE
• Crowe Creek State Revolving Fund Project | Fairfield IA • Baku Tbilisi Cheyhan Pipeline | Republic of Georgia
• Crescent New Gas Processing Plant | United Arab Emirates • Mitigation of NGL Plants Flares and RAG Utilization Project | Qatar • Dorood Project Onshore Facilities | Iran
• Expansion and Development of the Harweel Miscible Gas Injection Enhanced Oil Recovery Project| Oman
• Kashagan Field Development Project | Kazakhstan
PUBLICATIONS
• “Immerse in Your Watershed: Problem Based, Service Learning for Undergraduate Sustainability Education,” The Journal of Sustainability Education, January 2017.
• “Potentiality of Wastewater Reclamation and Reuse in the Lebanon: A Case Study,” Master’s Thesis, American University of Beirut, Beirut, Lebanon, 2003.
AWARDS
• 2002 Abd El Aal Research Award for the Advancement of Water Resource Engineering Research
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SCOTT ASHLOCK ASLA
Associate Principal
Scott’s background in architecture and landscape architecture combined with his savvy technological skills make him well versed in the nuts and bolts of design. His vigorous desire to expand his knowledge and his extensive travels make his approach to any project exciting and remarkable. He helps develop creative design solutions and carries them forward from concept to project completion.
Scott’s skill with Adobe Creative Suite, ArcGIS, AutoCAD, 3DS Max, and SketchUp has made him a “wearer of many hats.” He also has extensive experience handling construction documents, planting plans, and site designs and has worked with contractors and crews to ensure that the design intent and vision of a project are captured. Scott develops creative design solutions and carries them forward from concept to project completion. For CEQA/NEPA documentation, he leads his group’s efforts in Visual Impact Analysis, which consists of visual simulations and shade & shadow and light & glare analyses, with capabilities in drone photography and videography.
HIGHLIGHTS OF EXPERIENCE
Lighting and Viewshed Studies
• Visual Simulations of Proposed Solar Array Installations at Various High Schools and District Office | Capistrano Unified School District • Yorba Linda High School Pool Lighting | Yorba Linda CA • The Forum Lighting and View Shed Analysis | Inglewood CA • The Forum Sign Project | Inglewood CA
• Indian Springs High School Stadium Lighting Study | Indian Springs CA • Corona del Mar High School Stadium Lighting Study | Corona del Mar CA • Target at Hillsdale Shopping Center EIR | San Mateo CA • West Carson TOD Specific Plan | Los Angeles County CA • CalWater Water Tank Assessment View Simulations
• Rosewood Park Elementary School Billboard Project | Montebello CA • Crummer Site Subdivision | Malibu CA
• El Toro High School Lighting & Bleachers Lighting Study | Laguna Hills CA Master Plans
• Irvine Company Community Master Planning | Irvine CA
• Tesoro Viejo Master Plan | Madera CA
• Skyline Ranch Master Plan | Los Angeles County CA
• Berge Val Vista Master Plan | Gilbert AZ
• Waterston Master Plan | Gilbert AZ
• Brookside Master Plan | Walnut CA
• Lost Canyon Master Plan and video modeling simulation | Simi Valley CA
EDUCATION
• BS, Landscape Architecture,
California State Polytechnic
University, Pomona
REGISTRATIONS
• Licensed Landscape Architect in
California, No. 6177
AFFILIATIONS
• Urban Land Institute
• American Society of Landscape
Architects
Team member since 2011
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SCOTT ASHLOCK
Associate Principal
[email protected]
• Daybreak Reno Master Plan and video modeling simulation | Reno NV • Natomas Meadows Master Plan | Natomas CA
• Hawks Ridge Master Plan | Duvall WA
• Tesoro Del Valle Master Plan | Los Angeles County CA
• Mission Bay Park Master Plan Amendment | San Diego CA • Centennial New Town Master Plan | County of Los Angeles CA • Newhall Ranch Master Plan | County of Los Angeles CA
• Calimesa Creek Master Plan | Calimesa CA
Specific Plans and Other Planning Services
• Westminster Mall Specific Plan | Westminster CA
• Millerton Lake Specific Plan | Fresno County CA
• West Ming Specific Plan | Bakersfield CA
• Meadowood Specific Plan | San Diego County CA
• Angels Crossing Specific Plan | Stanislaus County CA
• Butterfield Specific Plan | Banning CA
• South West Village Specific Plan | San Diego CA
• NorthLake Specific Plan | Los Angeles County CA
• De Anza Park Revitalization Plan | San Diego CA
• Tesoro Viejo Site Planning| Madera CA
• Greenspot Specific Plan | Highland CA
• CollegeTown Specific Plan | Fullerton CA
• French Valley Specific Plan | County of Riverside CA
• Garrett Ranch Specific Plan | Hemet CA
• Mill Creek Specific Plan | Chino CA
• Arbor Vista Specific Plan | Temecula CA
• Renaissance Specific Plan | Rialto CA
• Seven Oaks Business Park Design Guidelines | Bakersfield CA • March Airforce Base Joint Powers Association Design Charrette | Riverside CA • Carmenita Truck Center Planning Services | Santa Fe Springs CA • Desert Horizons Community Amenity Planning | Indian Wells CA Corridor Planning and Transit-Oriented Development
• San Bernardino Transportation-Oriented Development | San Bernardino CA • Beach Boulevard Corridor Fly-through Model | Buena Park CA • Highland Baseline Corridor Fly-through Model | Highland CA • Harbor Boulevard Corridor Plan and Vision | Santa Ana CA AWARDS
• 2016 Innovation in Green Community Planning for the Tesoro Viejo Plan | APACA, Central Section
• 2010 Water Feature Design Competition | Aquatic Technologies
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KIM HERKEWITZ
GIS Manager
As GIS Manager, Kim participates in nearly every PlaceWorks project.
She has significant experience combining and analyzing information from a variety of perspectives, and she is adept at mapping and analyzing that data for planning projects and online applications.
Kim’s design work is deceptively simple and always unique, distinguished by the accuracy of her eye and her rigorous aesthetic logic. Her meticulous attention to detail and balance are particularly evident in her mapping and online applications. She has worked on site and grading plans, illustrative and land use plans, 3D visualization and modeling, web design, and various types of presentations. She is proficient with the entire ArcGIS suite of programs as well as ArcGIS Online, SketchUp, Google Earth, Photoshop, InDesign, and Illustrator. She is experienced with Python programming and Javascript/HTML5.
HIGHLIGHTS OF EXPERIENCE
GIS/Urban Planning
• San Bernardino Web-Based Countywide Plan and Program EIR | San Bernardino County CA
• Anaheim First Community Assessment | Anaheim CA
• City of Moorpark General Plan Update and EIR | Moorpark CA • Palm Springs 2019 Limited General Plan Update and EIR | Palm Springs CA • Santa Ana 2019 General Plan Update | Santa Ana CA
• Long Beach SEADIP Specific Plan, LCP Amendment | Long Beach CA • City of San Clemente General Plan Update | San Clemente CA • City of Fountain Valley 2040 General Plan Update and EIR | Fountain Valley • City of Ontario 2019-20 General Plan Update and EIR | Ontario CA • County of San Bernardino Strategic Visioning | San Bernardino County CA • New Jersey Highlands Council Fiscal Impact Assessment | Chester NJ • San Bernardino County Visioning, Phase 3 | San Bernardino County CA • Renaissance Rialto Specific Plan | Rialto CA
• North Fontana Specific Plan | Fontana CA
• Temple City General Plan Update and EIR | Temple City CA • Yucaipa 2035 General Plan Update and PEIR | Yucaipa CA • Newhall Ranch Open Space and Land Use Analysis | Valencia CA • City of Redondo Beach Focused General Plan Update | Redondo Beach CA • City of Menifee General Plan and EIR | Menifee CA
• La Habra General Plan Update | La Habra CA
• Bloomington Community Plan Update |San Bernardino CA
• Sierra Madre General Plan Update and EIR | Sierra Madre CA • Westminster General Plan Update and EIR | Westminster CA
EDUCATION
• BS, Geography, California State
University, Long Beach
Team member since 2006
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KIM HERKEWITZ
GIS Manager
[email protected]
• Town of Yucca Valley General Plan Update | Yucca Valley CA • Los Alamitos General Plan and EIR | Los Alamitos CA
• City of San Bernardino General Plan Update and EIR | San Bernardino CA • County of San Bernardino Underutilized Land Analysis | San Bernardino County CA
• City of Industry General Plan Update | City of Industry CA • City of Irvine Climate Action Plan | Irvine CA
• City of Irvine Climate Action Plan Phase 2| Irvine CA • Anthem Master Plan | United Arab Emirates
• La Mesa Downtown Village Specific Plan | La Mesa CA
• Rialto Airport Land Use Study | Rialto CA
• Mammoth Crossings Planning Study & Specific Plan | Mammoth Lakes CA • Palm Springs General Plan Update and Downtown Urban Design Program | Palm Springs CA
• Shafter-Lerdo Specific Plan | Bakersfield CA
• Winchester Crossroads Specific Plan | Riverside County CA • Greenspot Village and Marketplace Specific Plan EIR | Highland CA • Hemet Stock Farm Specific Plan | Hemet CA
• Thomas Winery Retail Center Redevelopment | Rancho Cucamonga CA Graphic Design
• The Arboretum Specific Plan Project Branding and Graphics Package | Fontana CA
• Artesia Corridor Specific Plan, Project Branding | Gardena CA • Clovis General Plan Update & EIR | Clovis CA
• El Monte General Plan & Development Code Update Graphics Package | El Monte CA
• Centennial Specific Plan Graphics Package, Tejon Ranch | Los Angeles County CA • The Meadows at Cummings Valley Master Plan Graphics Package | Tehachapi CA • Renaissance Rialto Specific Plan Graphics Package | Rialto CA • Valley Trails Specific Plan Graphics Package | Fontana CA • Santa Ana General Plan Housing Element Update Graphics Package | Santa Ana CA
• University Heights Specific Plan & Annexation Graphics Package | San Marcos CA • SCAG 2% Compass Blueprint Strategy Implementation Demonstration Projects: 3D Modeling and Visualization | Southern California
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MICHAEL J. WATSON PG
Senior Geologist
With over a decade in the environmental consulting industry, Mike is proficient in providing field and office support to project managers performing site assessment and remediation. He performs site assessments, geohazard studies, air quality and industrial hygiene assessments, groundwater investigations, and remedial actions. Mike also manages materials acquisition, field equipment maintenance, and subcontractor coordination on large field investigations and monitoring programs.
A dedicated geologist, Mike continually strives to refine his knowledge, methods, and efficacy. He is especially committed to his current work for numerous school districts throughout California, where he assists in site assessment services and the Department of Toxic Substances Control’s school site approval process. He performs Phase I ESAs, PEAs, geohazard studies, supplemental site investigations, remedial investigation reports, removal action documents, feasibility study reports, Title 5 Constraints Studies, and fill testing reports. In addition, he assists with the management and implementation of field investigations, assembles project data, and arranges methodical and comprehensive procedures to attain the client’s goals.
HIGHLIGHTS OF EXPERIENCE
Mike served as the lead geologist for the following projects:
Environmental Site Assessments
• PEAs, Phase I ESAs, Geohazards Study Reports, and Title 5 Studies for various schools | Moreno Valley USD
• PEAs and Fill Testing for various schools | Clovis USD • PEA for Proposed Castaic High School | William S. Hart Union High School District
• Phase I ESA for Proposed K–8 Parker Dam School | Needles USD • Removal Action, Fill Testing, and Quarterly Groundwater Sampling for Central Region High School No. 13 | Los Angeles USD
• Removal Actions for Chaffey West Community Day School and Chino Early Education Center | San Bernardino County Superintendent of Schools • Phase I ESA for Citrus Creek Residential Development | Upland CA • Phase I ESA for the Arrowhead Springs Resort | San Bernardino CA • Phase I/II ESAs for Former Gas Station | Los Angeles CA • Quarterly Groundwater Sampling, Remedial Investigation and Remedial Action for Santa Fe Springs Athletic Fields | Little Lake City School District/ Santa Fe Springs CA
• Environmental Services for various schools | Hayward USD
EDUCATION
• BS, Geology, University of
California, Riverside
REGISTRATIONS
• California Professional Geologist
No. 8177
CERTIFICATIONS
• 40-Hour Hazardous Waste Workers
(HAZWOPER) Certification
• 24-Hour First Responders
Certification
• 8-Hour HAZWOPER Refresher
Certification
• CPR/First Aid Certification
• NITON X-ray Fluorescence (XRF)
Analyzer Certification
AFFILIATIONS
• Geological Society of America
• Association of Environmental and
Engineering Geologists
• Seismological Society of America
• Inland Geological Society
• South Coast Geological Society
Team member since 2005
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MICHAEL J. WATSON
Senior Geologist
[email protected]
Regulatory Compliance & Strategic Planning
• Environmental Auditing for General Motors Railroad Locomotive Service Facility | Commerce CA
• Construction Site Review Implementation, RAW, and Methane Mitigation System Inspection for Hull Middle School | Torrance USD • Underground Storage Tank Closure Report and Construction Response – Removal of Six Hydraulic Lifts for Central Region Elementary School No. 13 | LAUSD
• Removal Action, Oil Well Reabandonment, Crude Oil Pipeline Removal, Construction Response Services, and Construction Site Review Implementation for Harry Bridges Span K–8 | Los Angeles USD • Operations and Maintenance Inspection and Monitoring Reports, Five-Year Review Report, and Decommissioning of Methane Mitigation System at Woodcrest Jr. High and Liberty Elementary | Chino Valley USD • Corrective Measures Study and Quarterly Groundwater Monitoring for Raymond A. Villa Fundamental Intermediate School │ Santa Ana USD • Soil Vapor and Groundwater Monitoring, Soil Vapor Extraction System Monitoring and AQMD compliance for Former Sargent Industries Facility │ Huntington Park CA
CEQA/Title 5 Assessments
• CollegeTown Specific Plan EIR │ Fullerton CA
• Anaheim Canyon Specific Plan EIR │ Anaheim CA
• Title 5 studies for various schools in Westminster and Huntington Beach | Westminster School District
• City of El Monte General Plan | El Monte CA
• City of Industry General Plan | Industry CA
• Irvine Business Center | Irvine CA
PUBLICATIONS
• Watson, M. J., and S. Jorgensen, 2001. Geologic Map of the Margarita Peak
7.5 Minute Quadrangle, San Diego County, California: A Digital Database, Version 1.0. Mapping by S. S. Tan. California Division of Mines and Geology, Preliminary Geologic Map.
• Watson, M. J. and others, 2003. Quaternary Geologic Materials Map of Part of the Juniper Hills 7.5 Minute Quadrangle, California. In Seismic Hazard Zone Report for the Juniper Hills 7.5-Minute Quadrangle, Los Angeles County, California. Mapping by A. G. Barrows, D. J. Beeby, D. B. Burke, T. W. Dibblee Jr., J. E. Kahle, and D. J. Ponti. California Geological Survey Seismic Hazard Zone Report 102.
• Watson, M.J., K.R. Bovard, R.M. Alvarez, and C.I. Gutierrez, 2007, Geologic Map of the Oceanside 30’ X 60’ Quadrangle, California, Mapping by M.P.
Kennedy and S.S. Tan. California Geological Survey Regional Geologic Map Series, Map No. 2: Scale 1:100,000.
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RELEVANT PROJECT DETAILS
COMMERCIAL DESIGN
STANDARDS AND GUIDELINES
City of Wildomar
Planning Commission Workshop
February 20, 2019
PlaceWorks serves as staff to the City of Wildomar’s planning department at all levels—from intake through senior staff. We provide information to staff and the public on planning issues that involve interpretation of city ordinances, architectural review of projects, preparation of CEQA documents, and management of other consultants.
As an extension of staff, we work in the city office with the city’s team to provide information to residents. We also prepare staff reports and presentations for the planning commission, city council, and other city committees. This role includes preparing CEQA documents such as environmental impact reports and initial studies, assisting with grant applications and reports, and any other planning-related duties requested. Recent individual projects include:
• General Plan Zoning Consistency Program
• Palomar Road Widening Project Phase I Technical Studies • Cannabis Zoning Ordinance
• Commercial Design Standards and Guidelines
• Multifamily Residential Design Standards
CITY OF WILDOMAR ON-CALL
Planning and Environmental Staff Services
Project Type
On-Call Staffing Services
Location
Wildomar, California
Size
23 square miles; 36,932 population
Client
City of Wildomar
Date Completed
Ongoing
Services Provided
Counter Staffing; Staff Reports;
CEQA Documents; General Plan
Amendments; Technical Studies; CEQA
Peer Review; Research, Briefings, and
PowerPoint Presentations; Education
of Staff, Commission, and Council;
Outside Consultant Management
“We reached a milestone last night with City Council approval of the zoning consistency program. This was a big project from the beginning, and all of you performed extremely well and played an integral part in its success. It’s a pleasure working with you and having you as part of the Wildomar team. You make my job much easier knowing I can rely on you all to get the job done.” Matthew Bassi, Planning Director
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PlaceWorks provided a third-party review of a highly controversial industrial project adjacent to the March Air Reserve Base. The Moreno Valley Logistics Center EIR provides comprehensive analysis of a
1.7-million-square-foot industrial warehouse building.
In collaboration with the City of Moreno Valley and the project applicant team, PlaceWorks strategized the CEQA analysis and methodology to ensure a legally adequate EIR. Major areas of concern related to air quality, greenhouse gas emissions, health risk, and noise impacts.
Meaningful project alternatives reflected stakeholder input and evaluated which alternatives had the potential to achieve the majority of project objectives and reduce or eliminate significant impacts.
PlaceWorks provided key input on cumulative projects and transportation analysis, including State facilities. Our collaborative process was a win-win for the city and the project.
MORENO VALLEY LOGISTICS CENTER
Third-Party CEQA Review
Project Type
Third-Party DEIR Review
Location
Moreno Valley, California
Size
89.4 acres
Client
City of Moreno Valley
Date Completed
December 2018
Services Provided
Peer Review of EIR and Technical
Studies—Air Quality Impact Analysis,
Mobile Source Diesel Health Risk
Assessment, Biological Technical
Report, Jurisdictional Delineation,
Cultural Resources Survey, Greenhouse
Gas Analysis, Phase I Environmental
Assessment, Preliminary Hydrology
Calculations, Water Quality
Management Plan, Noise Impact
Analysis, Traffic Impact Analysis
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PlaceWorks prepared an environmental impact report for the Ontario Ranch Business Park Specific Plan, which encompasses 11 parcels and
85.6 acres in Ontario. The proposed project consisted of a general plan amendment, specific plan, development plan review, tentative parcel maps, and a development agreement for an industrial and business park.
The development proposed eight warehouse buildings—from 46,900 square feet to 618,353 square feet—with a maximum development of 1,905,027 square feet of warehouse and office uses. Office uses were ancillary to the warehouses and occupied up to 236,000 square feet spread among the eight buildings.
The EIR identified potentially significant impacts for agricultural resources; air quality; biological resources; cultural resources; geology and soils; greenhouse gas emissions; hazards/hazardous materials; noise; transportation; and tribal cultural resources.
ONTARIO RANCH BUSINESS PARK EIR
New Warehousing Specific Plan
Project Type
Specific Plan EIR
Location
Ontario, California
Size
85.6 acres
Client
City of Ontario
Date Completed
2020
Services Provided
Environmental Impact Report; Air
Quality, Greenhouse Gas, and Noise
Technical Studies; Peer Review of
Applicant Technical Studies
P
Source: Google Earth Pro, 2019
Figure 5.11-1 - Approximate Noise Monitoring Lo
0 Scale (Feet)
650 Short-Term Noise Measurement Locations (3)
Long-Term Noise Measurement Locations (2)
ST-#
LT-#
Project Boundary
Residential
Commercial
Farmland
Farmland
Purdue Ave
Sultana Ave
ST-1 LT-1
LT-2
ST-2
ST-3
Eucalyptus Ave
Cypress Ave
Merrill Ave
Morehouse St
Edinboro St
Baylor Ave
Longwood Ave
Euclid Ave
Birmingham Dr
San Antonio Ave
Avignon Wy
City Boundary
ONTARIO
CHINO
ONTARIO RANCH BUSINESS PARK SPECIFIC PLAN D
CITY OF
5. Environmental A
PlaceWorks
Figure 5 - Maximum Exposed Receptor Location for Operational Analysis
ONTARIO RANCH BUSINESS PARK SPECIFIC PLAN HEALTH RISK ASSESSMENT
CITY OF ONTARIO
Source: Nearmap, 2019
0 Scale (Feet)
900
Project Boundary
Truck Route
Residential MER
Eucalyptus Ave
Euclid Ave
Merrill Ave
Chino Airport Herman G. Stark
Youth
Correction
Center
Purdue Ave
Longwood Ave
Edinboro St
Avignon Wy
Dublin Dr
La Rochelle Wy
Caladonia Wy
Fern Ave
Albers Wy
Receptors - Residential
Bldg. 2
Bldg. 1
Bldg. 3
Bldg. 4
Bldg. 6 Bldg. 7 Bldg. 8
Bldg. 5
A-36
In northeast Jurupa Valley, Riverside County, the Agua Mansa Commerce Park Specific Plan proposed to develop an industrial park with general warehousing and light industrial uses, a business park, and a 70.9- acre open space/recreational park area. Most of the project area was occupied by a cement plant that had been in operation since 1909, and a quarry was also on the site. Both were now closed, but the cement plant’s uncovered dust piles held pollutants that required thorough remediation. Extensive grading was also needed to level the quarry, and this grading and demolition of the cement plant would create substantial air quality and GHG emissions impacts.
The project proponent entered a voluntary site cleanup program with the Department of Toxic Substances Control (DTSC) to meet the stringent regulatory requirements and mitigate potential hazards and hazardous materials impacts. PlaceWorks worked closely with the city of Jurupa Valley, DTSC, and the project proponent to disclose the impacts and remediation of the recently closed quarry and cement plant in the EIR. The EIR also detailed the phasing and interaction of the demolition, grading, remediation, and development activities.
AGUA MANSA COMMERCE PARK EIR
Creating a New Future for a Former Industrial Problem
Project Type
Specific Plan EIR
Location
Jurupa Valley, California
Size
302.8 acres
Client
City of Jurupa Valley
Date Completed
March 2020
Services Provided
Draft and Final EIR; Public Scoping
Meeting; Peer Review of Technical
Studies, including Air Quality, GHG,
Health Risk, Geotechnical Resources,
and Numerous Site Assessment and
Remediation Studies
A-37
The CCAEJ
lawsuit against
the original
project was
the catalyst
for the State
of California to
mandate the
inclusion of
environmental
justice
elements in
general plans.
In 2011, Riverside County approved the Mira Loma Commerce Center, a warehousing and distribution facility adjacent to residential uses.
The Center for Community Action and Environmental Justice (CCAEJ) filed a lawsuit against the county and the city of Jurupa Valley—which had incorporated in the meantime—and the city became a party in the settlement agreement with CCAEJ and the county.
The city conducted traffic, noise, and air quality studies for the potential impacts of an ordinance to restrict trucks over 16,000 pounds from part of Etiwanda Avenue. The initial evaluation determined that such an ordinance would divert truck traffic to other sensitive areas in the city and affect surrounding jurisdictions. Ultimately, an EIR was needed to fully evaluate potential impacts.
With the city, PlaceWorks conducted public and stakeholder agency scoping meetings. We teamed with Iteris, who had performed the initial traffic analysis. The analysis evaluated the beneficial impacts to the originally affected residential areas as well as the potential adverse impacts to other sensitive land uses within and surrounding Jurupa Valley. Impact analysis included potential impacts to Ontario, Fontana, and Eastvale.
ETIWANDA AVENUE TRUCK ORDINANCE EIR
Balancing Regional Needs with Local Environmental Justice Project Type
Environmental Impact Report
Location
Jurupa Valley, California
Client
City of Jurupa Valley
Date Completed
October 2019
Services Provided
EIR Preparation, Environmental
Justice, Air Quality and GHG Impact
Analysis, Noise Impact Analysis, Health
Risk Assessment, Public Scoping
Meeting, Agency Outreach Meetings
Awards
2020 Merit Award for Environmental
Analysis Document, AEP California
A-38
Part of the purpose of the Wilson Creek Business Park Specific Plan is to control flooding along Oak Glen and Wilson Creeks on the southern half of the project site, bringing the northern half out of the flood plain. PlaceWorks prepared an EIR for the Specific Plan, which included development of a 23- to 32-acre business park, a 3-acre school, a 9-acre trade school (optional), and a 55-acre open space/recreational area with multiuse trails and a 200-acre-foot detention basin.
The realignment of Oak Glen Wash and the construction of the detention basin in the Wilson Creek drainage course greatly reduce or eliminate downstream flooding and channel erosion. Moreover, the improvements facilitate groundwater recharge and preserve downstream natural habitat.
PlaceWorks’ approach entailed a program EIR for the Specific Plan and a project-level EIR for the flood control component. Also, we anticipate that individual projects will not require additional EIRs because the program EIR analyzes conservative assumptions for the Specific Plan land uses, so future development can rely on it.
OAK GLEN CREEK SPECIFIC PLAN EIR
Harnessing the Flood on Wilson and Oak Glen Creeks
Project Type
EIR and Land Use Alternatives
Feasibility Study
Location
Yucaipa, California
Size
90 acres
Client
City of Yucaipa
Date Completed
February 2018
Services Provided
CEQA Documentation and Processing;
Air Quality, Greenhouse Gases, and
Noise Studies; Market Research and
Feasibility Study for Alternative Land
Uses; Development of Alternative
Conceptual Land Use Plans
A-39
PlaceWorks served as the on-call environmental consultant to the city of Claremont from 2010 to 2016 and established a strong relationship with the city and its staff. We successfully completed the necessary CEQA documentation and related technical studies for a variety of projects in different parts of the city (partial list below). Technical studies included air quality/GHG and noise technical studies and, when necessary, health risk assessments and an electromagnetic-field study.
Some of the challenges we encountered were health risks and noise due to placing housing next to a freeway; health risk and fire safety from placing housing next to high-power electrical lines; and coordination with multiple agencies and utility providers. We successfully resolved each challenge in coordination with the city, project applicants, and their consultants.
• Multiple Residential Project MNDs and Addenda
• New Police Communications Tower ND
• Initial Study for Project at Terminus of Auto Center Drive • Western Christian Schools Claremont Campus Improvements MND • Hampton Inn and Suites Specific Plan Initial Study/MND
CLAREMONT ON-CALL SERVICES
Environmental Consulting
Project Type
Environmental Services (CEQA and
Technical)
Location
Claremont, California
Size
Citywide (various locations)
Client
City of Claremont
Date Completed
2017
Services Provided
CEQA, Air Quality/GHG and Noise
Technical Studies, Health Risk
Assessments, Electromagnetic Field
Studies
A-40
PlaceWorks assisted the City of Brea with environmental processing for the Mercury Lane residential project at the southeast corner of Mercury Lane and Berry Street. The site was vacant and adjacent to the downtown, surrounded by industrial uses. The project proposed a five-story, 141,137-square-foot podium structure that would house 114 workforce housing units to accommodate the “missing middle.” The project will include recreational amenities such as barbeques and a bocce ball court, an outdoor courtyard on the third-floor, and a fitness center and clubhouse.
The project site is designated Light Industrial and zoned CommercialIndustrial (C-M), so approval of the project required a zone change to Planned Community (PC). PlaceWorks prepared an EIR and associated technical studies, including hazards (Phase I Environmental Site Assessment), air quality/greenhouse gas emissions, and noise and vibration.
BREA MERCURY LANE RESIDENTIAL PROJECT
Workforce Housing: An Approach to the Missing Middle
Project Type
Environmental Review and Clearance
Location
Brea, California
Size
1.01 acres
Client
City of Brea
Date Completed
2020
Services Provided
Environmental Processing (CEQA), AQ/
GHG, Noise, Hazards (Phase I)
Source: Humphrey & Partners Architects
A-41
As a result of the closure and acquisition of the Sears parcel by Retail Property Trust, the majority landowner and operator of the Brea Mall and project proponent is proposing redevelopment of the Sears parcel and adjoining transition areas adjacent to Nordstrom and Macy’s on the southwest part of the 74-acre Brea Mall. In January 2020, the city issued a Draft EIR for the Brea Mall Mixed Use project. In March 2020, as a result of the statewide COVID-19 restrictions, retail malls and restaurants in California temporarily closed, and the project proponent put the application on hold.
In late 2020, the project proponent wanted to continue processing its application, but informed the city that it had made modifications to the proposed project and site plan in response to the changing retail, commercial, and residential market. PlaceWorks prepared a Final EIR in September 2022. The Brea Mall Mixed Use Project increased new commercial uses by a net 47,425 square feet , including a lifetime fitness center, and 380 apartment units.
BREA MALL MIXED USE PROJECT
Mall Site Redeveloped into Mixed Use
Project Type
CEQA Review
Location
Brea, California
Size
17.5 acres
Client
City of Brea
Date Completed
2022
Services Provided
Environmental Planning (CEQA)
A-42
The Norwalk Entertainment District Civic Center Specific Plan outlines a vision and development framework for enhancing the city hall area as a thriving and experience-oriented center for residents and visitors. At the site of the current city hall lawn and surface parking lot, the mixed-use development plan capitalizes on the unique features of the area, allows flexibility for unique and imaginative design, and achieves the city’s objectives to:
• Provide communal spaces for community gatherings.
• Diversify and expand the city’s housing stock with multifamily housing, including affordable units.
• Create a sense of place and a destination with uses that support existing uses in the district.
Support transit and active transportation but provide sufficient parking for current and future users.
The PlaceWorks team completed this project in a challenging eightmonth schedule to achieve approval before the coming election cycle and avoid triggering the Surplus Land Act.
NORWALK ENTERTAINMENT DISTRICT
Civic Center Specific Plan and EIR
Project Type
Specific Plan and EIR
Location
Norwalk, California
Size
12.2 acres
Client
Primestor
(Lead Agency: City of Norwalk)
Date Completed
October 4, 2022
Services Provided
Specific Plan, EIR, Air Quality/
GHG/Energy Analysis, Health Risk
Assessment, Phase I Environmental
Site Assessment, Noise/Vibration
Analysis, Tribal Noticing and
Consultation Support
A-43
PlaceWorks
Source: Nearmap, 2021
0 Scale (Feet)
120
Project Site
W Las Tunas Dr
N Santa Anita St
Bradbury Dr
Rosemont Blvd
Padilla St
Residential
Commercial
Residential
Commercial
Newport
Seafood
Restaurant
Carl’s Jr
Mitsuwa
Market
San Gabriel Valley
Medical Center
Commercial
Commercial
San Gabriel Valley
Medical Plaza
Medical/Dental Plaza
PlaceWorks provided the city of San Gabriel with CEQA strategy services to ensure the appropriate level of environmental review documentation for a modified project that had previously been approved. The project involved construction of a 96,975-square-foot medical building on an infill site in a medical-use part of the city. The project evaluated was a five-story building with ground-floor retail and restaurant uses.
PlaceWorks prepared a defensible and comprehensive addendum to a previously adopted Initial Study/MND to evaluate impacts associated with the modified project. We reviewed the previous MND and technical studies to ensure the correct baseline (previously approved project) and to confirm that there was enough substantial evidence to support an addendum. The project was prepared on an accelerated timeline and was approved by city decision makers within seven months of contract approval.
MEDICAL OFFICE BUILDING ADDENDUM
A Revised Project at 508 Las Tunas Drive
Project Type
IS/MND Addendum and CEQA Strategy
Services
Location
San Gabriel, California
Size
96,975 SF
Client
City of San Gabriel
Date Completed
2021
Services Provided
CEQA Tiering, Third Party Review,
Addendum Preparation, Consistency
Review
A-44
Great Park on the former Marine Corps Air Station El Toro in Irvine has been envisioned as the nation’s next great metropolitan park. Like the park itself, the undeveloped areas around Great Park represent an unparalleled opportunity to shape the future of the region. The Great Park Neighborhoods, now known as Heritage Fields, aimed to improve the region’s jobs-housing balance by locating new mixed-use neighborhoods and diverse types of housing around the perimeter of the park.
In the 2011 Supplemental EIR, PlaceWorks assessed the impacts of a revised land use plan that included modifications to the configuration and permitted density of the residential units and nonresidential square footage analyzed in the 2003 Orange County Great Park EIR. The 2011 Supplemental EIR required a heightened focus on traffic, noise, and public services. It also had to address new requirements for greenhouse gas emissions. PlaceWorks enlisted a talented group of subconsultants to aid in its thorough impact analysis and created a CEQA document that was careful to examine the multifaceted nuances of the revised project.
PlaceWorks also prepared the second Supplemental EIR, which was completed in December 2013.
GREAT PARK NEIGHBORHOODS SEIR
Understanding the Nuances of a Modified Project
Project Type
Supplemental EIR
Location
Irvine, California
Size
4,693 acres; 4,894 residential
units; 6,585,594 square feet of
nonresidential uses
Client
Heritage Fields El Toro LLC
Date Completed
December 2013
Services Provided
CEQA Analysis for Master Planned
Community, General Plan Amendment,
Zone Change, and Tentative Maps; Air
Quality, Greenhouse Gases, and Noise
Studies
A-45
The proposed project replaced 2.6 acres in Centennial Park that were leased to Rancho Santiago Community College District. The construction and operation of replacement parkland was necessary because property in Centennial Park is subject to a public benefit conveyance deed from the federal government, and the replacement sites were brought under that deed. The replacement parkland encompassed three sites and 2.76 acres—a 6th Street site, a Raitt Street site, and the Pacific Electric Park on McFadden—also in Santa Ana.
The Department of the Interior is the federal sponsoring agency, and the National Park Service administers the Federal Lands to Parks Program. Therefore, the project required NEPA approval through an environmental assessment as well as CEQA approval through a mitigated negative declaration. Different federal agencies/departments have slightly different processes and formats for EA and NEPA processing, which required coordinating with the National Park Service and its program.
CENTENNIAL PARK REPLACEMENT
CEQA/NEPA for Federal Lands to Parks Land Exchange
Project Type
NEPA and CEQA Processing
Location
Santa Ana, California
Size
2.76 acres
Client
City of Santa Ana
Date Completed
2018
Services Provided
Environmental Assessment, Initial
Study/Mitigated Negative Declaration,
Coordination Between Agencies,
Public Noticing
A-46
The Brookside Golf Course is set in the backdrop of the Rose Bowl Stadium and Central Arroyo in Pasadena. The Rose Bowl Operating Company considered various improvements, including reorienting and expanding the heavily used driving range from 20 to 60 hitting bays, with new netting, poles, lighting, and tracking technology. The project also included development of a new miniature golf course for family use, with low-level themed design, educational information, and lowlevel lighting. It included an 18-hole ADA accessible course with play options for 9 holes.
The Brookside Golf Complex is part of the Pasadena Arroyo Park and Recreation District, a historic district with 27 contributing historic features (including the Brookside Golf Course) that is listed on the National Register of Historic Places for its association with the development of Pasadena as a recreational mecca. Because of this historical significance, the Initial Study/MND included a historical study to evaluate impacts to the historic district. Other key issues included biological impacts and construction impacts.
BROOKSIDE GOLF COURSE IMPROVEMENT
New Recreational Opportunities in a Historic Setting
Project Type
Environmental Review
Location
Pasadena, California
Size
10 acres
Client
Rose Bowl Operating Company
Date Completed
December 2021
Services Provided
Initial Study/MND, Historic Evaluation
A-47
The city received the property for Centennial Park as a grant from the federal government in the late 1940s with the agreement that the city would use the property in accordance with an approved program. When the city leased about two and a half acres of the park to the Rancho Santiago Community College District to build and operate a career education center, that acreage was out of compliance with the program of utilization. The National Park Service therefore only agreed to a five-year extension to its agreement with the city. As a condition to extending the agreement, the NPS required that RSCCD either move from Centennial Park or provide replacement park land of equal recreational value.
The city asked PlaceWorks for a recreational value report to assess a replacement site (Pacific Electric Park); research program needs, options, and opportunities for the site; and prepare alternative concept plans and cost estimates. PlaceWorks also prepared the environmental documents for project approval—an Initial Study/Mitigated Negative Declaration and a Phase I Environmental Site Assessment. We also prepared a National Environmental Policy Act Environmental Assessment because of the NPS and its discretionary authority.
McFADDEN-ORANGE PARK
CEQA and NEPA Clearance for Pacific Electric Park
Project Type
CEQA and NEPA documentation
Location
Santa Ana, California
Size
1.4 acres
Client
City of Santa Ana Parks, Recreation,
and Community Services
Date Completed
August 2012
Services Provided
IS/MND, Phase I ESA, Recreational
Value Analysis/Report, NEPA EA
A-48
The Wilson Middle School Multipurpose Field Project was a joint use project between the City of Glendale and Glendale Unified School District. The project proposed to redevelop the existing grass field and paved basketball courts with a joint-use, multipurpose field with football, soccer, and lacrosse markings; surrounding rubberized surface jogging track; fitness equipment; perimeter security fence with privacy screening; restroom and storage/maintenance building(s); walkways, landscaping, and irrigation; regrading of the basketball court surface; and sports field lighting.
The site was surrounded by single- and multifamily residential uses, so issues relating to light trespass, off-site parking, and increased noise and safety were of particular concern. PlaceWorks took detailed noise measurements to precisely determine the difference the project would make. We also prepared a traffic and parking analysis that evaluated the impacts to the circulation network in the area, to neighborhood residential streets, and to parking.
WILSON MS MULTIPURPOSE FIELD
EIR for a Joint City-School District Project
Project Type
Environmental Impact Report
Location
Glendale, California
Size
3.85 acres
Client
City of Glendale
Date Completed
2020
Services Provided
CEQA Services, EIR Preparation, Traffic
Study, Noise Study, Visual Lighting
Simulations