Pinole City Council
September 3, 2024

CITY OF PINOLE

ON-CALL ENVIRONMENTAL PLANNING SERVICES
geological analysis and soils engineering, contaminated site assessment and cleanup, toxicology and risk assessment, and program management/value engineering.

LAK ASSOCIATES
LAK Associates is an urban, environmental and regional planning firm based in Corte Madera, CA. LAK’s range of planning expertise includes preparation of public sector planning documents and large-scale master development plans for private clients. We also have extensive expertise in entitlement processing; public policy evaluation, and public participation plans and programs.  LAK Associates has prepared development plans and written regulations for all types of facilities and communities. LAK Associates can provide the City of Pinole the experienced environmental review and planning expertise requested, including professional assistance for the following services:
● Project management; plan check review; design review; pre-application processing; project intake; project review; preparation of staff reports; managing of sub-consultants; interaction with the applicant; coordination with other departments/agencies; presentation of projects to decision-making bodies, preparation of final reports or documents, closing of files, and other duties as needed based on the project.
● Peer Review of development applications with regards to General Plan and Zoning compliance ● Specific Plans and Master Plans
● Preparation of Initial Studies/Negative Declarations / Environmental Assessments ● Environmental Review for CEQA/NEPA and document preparation ● Mitigation Monitoring and Reporting Plans
● CEQA Notices and appropriate mailing lists
● General Plan update preparation, review, facilitation, and public outreach ● Zoning Compliance and Permits
● Green Building Review

MICHAEL HENDRIX CONSULTING (MHC)
Michael Hendrix Consulting (MHC) is a dynamic environmental, air quality, sustainability, and climate action planning firm that provides individual solutions to each client. MHC stays up-to-date on the ever-changing requirements pertaining to air quality and climate change. Our clients seek our assistance with their high-priority projects where unique environmental compliance issues need innovative solutions.

MHC is dedicated toward providing useful and implementable strategies within the plans, programs, and projects we work on that increase the health, welfare, and safety of the communities they serve. This reflects our belief that our analyses and plans need to function in a coherent, efficient, and implementable fashion that fits the project and character of the community and local government in which they reside.

W-TRANS
Since 1995 W-Trans has provided traffic engineering and transportation planning services that are inclusive and encompass the mobility needs of all potential users.

W-Trans is particularly skilled in retrofitting existing streets and roads to make walking, bicycling and transit use safer and more convenient while also appropriately managing vehicle traffic. W-Trans staff have honed their skills through experience on a variety of projects ranging from complete street corridors, streetscape improvements, traffic impact analysis, downtown revitalization, circulation elements, and area plans to designing transportation facilities such as traffic signals, roundabouts, bike facilities and pedestrian crossing enhancements to traffic safety and traffic signal operations. W-Trans takes a holistic approach to traffic engineering, realizing that solutions must be more www.SummitWestEnv.com
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CITY OF PINOLE

ON-CALL ENVIRONMENTAL PLANNING SERVICES
creative and rely on standards that are continuously evolving. Such efforts must be sensitive to the context of the surrounding land use and community goals to be successful. The company’s strength and focus are on balancing the technical needs and functionality of traffic with the desire of communities to create more livable streets and sustainable transportation systems.

F. COST PROPOSAL
SummitWest closely monitors cost and schedule performance. Using the latest available digital project management systems, we maintain accurate, up-to-date budgets and schedules. We have the ability to share cost and schedule details with the City in real time by efficiently and accurately tracking budgets and regularly updating project schedules.

Please see Attachment A for the billing rate sheets for SummitWest and our subconsultants.

G. RESUMES, RELEVANT PROJECTS/SERVICES, REFERENCES
Resumes for our key staff members are included in Attachment B.

REFERENCES
The following references from our key staff members depict the experience and professional competence in areas directly related to planning and environmental services for this contract. A description of the services provided for each listed project can be found below under Project Experience.

CLIENT CONTACT REFERENCE FOR
County of San Bernardino
Dept of Public Works
825 E. Third St
San Bernardino, CA 92415
Michele Derry
Supervising Planner,
Environmental Mgmt Division
C: (909) 567-1545
[email protected]
Veronika Archer, SWE
CEQA Lead/Regulatory
Specialist
Master Storm Water System
Maintenance Program
As-Needed Environmental
Services 2014-2021
City of Santa Barbara
Parks and Recreation Dept
620 Laguna St.

Santa Barbara, CA 93101
Monique O’Conner
City Planner
C: (805) 560-7576
[email protected]
Linsey Blake, SWE
Principal Project Manager
Hazardous Fuels Reduction
Project - 2023
City of American Canyon
4381 Broadway St, STE 201
American Canyon, CA 94503
Jason Holley
City Manager
C: (707) 647-4351
Sean Kennings,
LAK Associates
Watson Lane Annexation - City
Initiated Annexation
www.SummitWestEnv.com
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CITY OF PINOLE

ON-CALL ENVIRONMENTAL PLANNING SERVICES
City of Larkspur
400 Magnolia Avenue
Larkspur CA 94939
Elise Semonian
Community Development Director
C: (415) 927-5110
Sean Kennings
LAK Associates
Magnolia Village -SB 330
Multi-Use Residential /
Commercial

PROJECT EXPERIENCE
Master Storm Water System Maintenance Program, San Bernardino County Flood Control District (District), San Bernardino, CA
Veronika Archer was the Project Manager overseeing the preparation of the environmental documentation (in compliance with both CEQA and NEPA) and all necessary technical studies and obtaining the permits for this long-term County-wide project. The District is obtaining long-term (20-year) permits from the resource agencies, including the ACOE, CDFW, and State Water Resources Control Board (SWRCB), for the routine operations and maintenance of all flood control facilities within the County. Veronika oversaw the completion of the Maintenance Plan, the Draft and Final EIR and associated technical studies including biological resources technical report, delineation of jurisdictional waters, watershed mapping, air quality and greenhouse gas analysis, noise assessment, hazards assessment, and conceptual mitigation plan.

Veronika facilitated early consultation with all involved agencies and oversaw the preparation and submittal of all permit application to the resource agencies including an Individual Permit from the ACOE, a Water Quality Certification and/or Waste Discharge Requirement from the SWRCB, a Master Streambed Alteration Agreement from CDFW, and Incidental Take Permits from the USFWS and CDFW. Despite early public comments raising concerns about removal of habitat within District facilities, the EIR was approved without contest.

City of Santa Barbara, Hazardous Fuels Reduction Project, Santa Barbara, CA (2023) SummitWest was commissioned by the City to conduct comprehensive biological surveys necessary to support Hazardous Fuels Mitigation and inform recommendations that will mitigate wildfire risk while also improving greenspaces. The field work included pre-project surveys for special status plant and wildlife species, wildlife habitat, and sensitive natural communities, both existing and with potential to occur. These surveys are vital to be able to avoid significant impacts to any sensitive species or habitat that are present within and around the 594 total acres during project activities. Of similar importance, biologists conducted surveys locating invasive plant species to effectively and efficiently target their removal as well as minimize their spread during project implementation. Analyses of field findings fueled the writing of seven Biological Resources Assessment Reports, which included recommended avoidance and minimization measures that may also serve to identify areas for potential restoration projects in the future. A comprehensive GIS data package was also prepared, in support of the City’s preparation of required planning documents.

Southern California Gas (SoCal Gas) Company L4000 Hydrotest: Habitat and JD Waters Mapping, San Bernardino County, CA
SummitWest is in its second year of ongoing support to SoCal Gas for a 30+ mile segment pipeline in need of pressure testing located near San Bernardino, California. SummitWest has provided full project www.SummitWestEnv.com
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CITY OF PINOLE

ON-CALL ENVIRONMENTAL PLANNING SERVICES
management, study design, GIS expertise, field staffing, and report writing for the L4000 Hydrotest project.

This multi-month project has required contributions from a talented team of SummitWest project managers, qualified wildlife biologists, jurisdictional waters delineators, and GIS analysts. Hannah Chickering managed protocol level surveys for special status species for California gnatcatcher as well as mapping and preparing a letter survey report. Lead GIS Analyst Jesse Haag provided GIS mapping services.

Field work included habitat mapping for 22 species of sensitive wildlife and plant species, nesting bird surveys, protocol level surveys for California gnatcatcher, mapping of 20 discrete vegetative communities, and jurisdictional waters mapping. Final reporting has included a complete JD Waters Delineation report and a Biological Constraints Analysis.

City of American Canyon, Watson Lane Annexation - City Initiated Annexation, American Canyon, CA (2022-2024)
LAK Associates was contracted by the City of American Canyon to manage a proposed annexation for the City’s Urban Growth Boundary. Issues of concern including rezoning of agricultural parcels to residential and industrial as well as issues related to a new.

City of Larkspur, Magnolia Village -SB 330 Multi-Use Residential / Commercial, Larkspur CA (2021-2023) LAK Associates was contracted by the City of Larkspur to manage a 20-unit SB 330 streamlined mixed-use residential development in Larkspur. Issues of concern are managing community expectations related to streamlined housing applications and issues specific to height and design characteristics.

H. REQUIRED STATEMENTS

1. This proposal will be valid for a period not less than 90 days from the date of submission and all information provided within the proposal is true and correct.

2. We hereby attest that neither SummitWest Environmental nor the included subconsultants possess an actual, apparent, direct or indirect, or potential conflict of interest relative to the services to be provided under this agreement.

3. SummitWest agrees to and can meet the indemnification and insurance requirements contained in the Standard Contract.

4. Nothing contained in the submitted proposal will be proprietary.

5. SummitWest acknowledges that all documents submitted to the City in connection with the proposal are subject to the California Public Records Act and may be disclosed without notice.

6. SummitWest does not propose any exceptions, alterations or amendments to the Scope of Services or other requirements of this RFP, including the Standard Contract (RFP Attachment A).

7. None of the following circumstances apply: pending bankruptcies, liens, stop payment notices, judgments, lawsuits, arbitrations, mediations, foreclosures, or any similar actions filed or resolved in the past seven (7) years. There have been no instances where a client terminated a contract due to a breach.
www.SummitWestEnv.com
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CITY OF PINOLE

ON-CALL ENVIRONMENTAL PLANNING SERVICES
ATTACHMENT A:

HOURLY RATE SHEETS
www.SummitWestEnv.com
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CITY OF PINOLE

ON-CALL ENVIRONMENTAL PLANNING SERVICES
SummitWest Fee Schedules
2024 SummitWest Fee Schedule
Principal Project Director (Linsey Blake)....………………………………….…………………………………….….…...$308.00/hr Senior Specialist IV ………………………………….……………………………………………………………………….………...$286.00/hr Senior Specialist III.………………...……………………………………………….…..……………………………………....…….$258.00/hr Senior Specialist II (Ken Davies)………………………………………………….…………………………………………….…$242.00/hr Senior Specialist I (Veronika Archer)…………………………….……….……….…………………………………….….…$220.00/hr Specialist V....………………………………………………………………….………………………………………..…………….……$193.00/hr Specialist IV…………………………………………………………………….……………………….………………….…………....…$171.00/hr Specialist III..…………………………………………………….………………….…………………………………...…………….……$149.00/hr Specialist II..…………………………………………………….……………………….…………………..………………………..…….$121.00/hr Specialist I………………………………………………………………………………………….………..……………………………….$110.00/hr Analyst IV……………………………………………………….…………………………….…………..…………………………..……..$143.00/hr Analyst III………………………………………………………………….…….……………….…………………………………..……....$116.00/hr Analyst II…………………………………………………………….…….………………………….…………………………………...….$105.00/hr Analyst I…………………………………………………………………..………………………………………………………………….....$83.00/hr Technician V.………………………………………………….………..…………………….…………….……………………………...$215.00/hr Technician IV…………………………………………………………...……………………………..…………………………………...$171.00/hr Technician III…..……………………………………………………………………………………………………..…………………....$149.00/hr Technician II……………………………………………………………………………………….……………………..…………………$100.00/hr Technician I………………………………………………………………………………………..……….………………….………………$80.00/hr Assistant II…………………………………………………………………………..………………………………………….………………$77.00/hr Assistant I……………………………………………………………………………..………………….…………………………………….$66.00/hr Billing rates will be valid for the duration of the contract. SummitWest reserves the right to adjust the billing category of individual staff throughout the course of the contract as their skill level changes. Billing categories will remain consistent throughout the duration of a specific project or task order as provided in task order specific budgets.

Material and Outside Services – Rental of special equipment, special reproductions and blueprinting, outside data processing and computer services, etc., are charged at 1.0 times the direct cost.

Invoices, Late Charges – All fees will be billed to Client monthly and shall be due and payable upon receipt. Invoices are delinquent if not paid within 30 days from the date of the invoice. Client agrees to pay a monthly late charge equal to 1% per month of the outstanding balance until paid in full.

Per Diem Meal Rates will be charged as follows:
a. Payment for meal expenses is $60.00 per day, including tax and gratuity.

Hotel Per Diem will be charged as follows:
a. Payment for hotels is $250 per night.

Mileage - Mileage will be billed at the current IRS rate.

Travel Time - Travel time will be billed as follows:
a. If not lodging overnight, travel time and mileage to and from home base to project site as well as actual miles drive within the project site will be billed.
b. If lodging overnight, travel time and mileage to and from home base to project site will be billed on the day of travel to and from the project site.

Other Direct expenses - Direct expenses other than those listed above, including subcontractor fees, are subject to a 10% administrative markup.
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CITY OF PINOLE

ON-CALL ENVIRONMENTAL PLANNING SERVICES
Michael Hendrix Fees for Professional Services
Hourly Contracts
Professional services shall be provided on a time and materials basis at current hourly rates ($195/hr).

Hourly rates are subject to review at least annually on or about June 1 of each year, and may be adjusted to reflect changing overhead costs, at my discretion, at that time.

Direct costs shall be reimbursed and are not included in the hourly fee for professional services.

LAK ASSOCIATES, LLC
2024 SCHEDULE OF CHARGES

PERSONNEL

DESCRIPTION RATE
Principal Planner …………………………………………………………………………….………………………………….….$265/hour Project Manager / Senior Planner ...……………………………..………………………………………….……………$225/hour Associate Planner / Arborist ……………………………….…………………………………………………..….…………$185/hour Drafting / AutoCAD / Graphics…………………………………………….……………………………….……..………...$85/hour Administration………………………..……………………………………………….…………………………….………………..$75/hour Miscellaneous Labor ……….……………………………………………………………………………………….…….……...$60/hour

REIMBURSABLES
The following are reimbursable expenses in addition to the consultant's compensation that include actual expenditures made by the consultants for the project:
● Cost of printing or duplication of drawings, specifications, reports and cost estimates. ● Long distance phone charges.
● Postage and delivery charges.
● Fees for local licenses and permits required to perform professional services. ● Fees for consultant services and subcontractors retained with approval of client.

TRAVEL
Travel, lodging, and out‐of‐pocket expenses for authorized travel that is part of the contract. Vehicle travel at $0.60 per mile, plus tolls and parking fees. Travel time billed at hourly rate. www.SummitWestEnv.com
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CITY OF PINOLE

ON-CALL ENVIRONMENTAL PLANNING SERVICES

GEOSYNTEC CONSULTANTS
2024 U.S. RATE SCHEDULE
Rate/Hour
Staff Professional $155
Senior Staff Professional $180
Professional $205
Project Professional $230
Senior Professional $255
Principal $275
Senior Principal $295
Technician I $ 82
Technician II $ 89
Senior Technician I $100
Senior Technician II $107
Site Manager I $120
Site Manager II $132
Construction Manager I $142
Construction Manager II $152
Senior Designer $190
Designer $160
Senior Drafter/Senior CADD Operator $145
Drafter/CADD Operator/Artist $130
Project Administrator $ 85
Clerical $ 70
Direct Expenses Cost plus 10%
Subcontract Services Cost plus 12%
Specialized Computer Applications (per hour) $ 12
Personal Automobile (per mile) Current Gov’t Rate
Rates are provided on a confidential basis and are client and project specific.

Unless otherwise agreed, rates will be adjusted annually based on a minimum of the Producer Price Index for Engineering Services.

Rates for field equipment, health and safety equipment, and graphical supplies presented upon request.

Construction management fee presented upon request.
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2024 FEE SCHEDULE

STAFF POSITIONS/HOURLY RATES
Historic Preservation Specialist.....................................................................$200.00/hour Cultural Resource Specialist..........................................................................$200.00/hour Project Manager...........................................................................................$150.00/hour Principal Architectural Historian ...................................................................$165.00/hour Architectural Historian..................................................................................$130.00/hour Principal Archaeologist.................................................................................$165.00/hour Senior Archaeologist.....................................................................................$130.00/hour Archaeologist ...............................................................................................$95.00/hour Historian/Researcher....................................................................................$95.00/hour Archaeological Laboratory Analyst................................................................$90.00/hour Archaeological Field/Lab Technician .............................................................$75.00/hour Technical Editor............................................................................................$115.00/hour Geographic Information System (GIS) Specialist............................................$115.00/hour Oral Historian/Ethnographer ........................................................................$150.00/hour Paleontologist ..............................................................................................$155.00/hour Bioarchaeologist / Osteologist......................................................................$155.00/hour Zooarchaeologist (Faunal Analyst) ................................................................$155.00/hour Geoarchaeologist..........................................................................................$155.00/hour

DIRECT COSTS
General & Administrative Fees .....................................................................12% Subconsultant Management Fee ..................................................................10% Expedite Fee.................................................................................................25% Travel/Per Diem ...........................................................................................GSA Rates Equipment....................................................................................................Billable based on specialized needs; otherwise, inclusive
23 Evans & DeShazo

490 Mendocino Avenue, Suite 201 SANTA ROSA, CA 95401 707.542.9500 414 13th Street, 5th Floor OAKLAND, CA 94612 510.444.2600 w-trans.com
Fee Schedule
2024 Staff Billing Rates
Position Billing Rate (per hour)
Senior Principal $300 – $375
Principal $230 – $300
Senior Engineer/Planner $195 – $230
Engineer/Planner $175 – $200
Associate Engineer/Planner $155 – $180
Assistant Engineer/Planner $130 – $155
Technician/Administrative $120 – $155
Intern $30 – $80
Field Technician $30 – $75
2024 Expense Charges
Item Charge
Mileage $0.74/mile*
Services and Expenses 10% surcharge
These rates are valid for work performed prior to December 31, 2024. Work performed after January 1, 2025, and any
subsequent year may be billed at the revised rates established for that year.
* Mileage charge will be based on the IRS Standard Mileage Rate (set at $0.67/mile effective January 1, 2024) plus 10 percent. 24

CITY OF PINOLE

ON-CALL ENVIRONMENTAL PLANNING SERVICES
ATTACHMENT B:

TEAM RESUMES
www.SummitWestEnv.com
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LINSEY BLAKE, M.S.

SENIOR PROJECT MANAGER
www.SummitWestEnv.com
CONTACT:
(530) 386-2951
[email protected]
Bend, OR
EDUCATION:

M.S., Wildlife Biology, Utah State
University, Logan, UT, 2010
B.A., Conservation Biology &
Environmental Studies,
Middlebury College, VT, 1999
SPECIES EXPERTISE*:
*Species with > 40 hrs field experience
● Spotted owl
● Bald eagle
● Kit fox
● Northern goshawk
● Southwestern willow
flycatcher
● American marten
● Fisher
● Piping plover
● Least tern
● Mountain lion
EXPERTISE:
● Project Management
● Leadership
● Data Analysis
● Wildlife Surveys and Research
● Botanical Surveys and
Research
● GIS
● Wildlife Capture and
Chemical Immobilization
LICENSES AND PERMITS:
● First Aid and CPR Certified
● Wildlife Capture with Drugs
● Aviation Special Use -
Helicopter
MEET LINSEY:

Linsey has over a decade of experience in designing and managing natural resource projects, and over twenty years of wildlife and botanical monitoring, survey, and research experience. Linsey has worked extensively throughout the western U.S. with a wide range of wildlife taxa, including sensitive and listed species. She is well-versed in study design, budgeting, writing technical reports and manuscripts, building effective teams, and mentoring staff. She has served as a point of contact for several large research and monitoring projects and collaborated with clients, contractors, agency personnel, the public, and other stakeholders.

Linsey holds an MS in Wildlife Biology, a BA in Environmental Studies and Conservation Biology, and loves collaborating with clients and stakeholders to find solutions that meet their diverse needs.

ENERGY AND UTILITIES PROJECT EXPERIENCE:

SoCalGas with Rincon, On-Call O&M Services, Southern CA 2023 - 2024
Senior Project Manager. Provided high-level project management of various on-call, and often short-notice, biological services including nesting bird and pre-construction surveys, monitoring, and administering of WEAP training.

SoCalGas with Rincon, PSEP L4000 Hydrotest Habitat Mapping and Jurisdictional Waters Delineation, California Gnatcatcher Surveys, Southern CA 2022 - 2024
Senior Project Manager. Managed all aspects of this large-scale project which included rare plant, vegetation community, and wildlife habitat surveys, protocol-level California gnatcatcher surveys, and a jurisdictional waters delineation. Submitted bi-weekly project updates with associated spatial data, completed an extensive Biological Constraints Analysis Report, and coordinated submission of Jurisdictional Assessment. Coordinated with the client to quickly accommodate changes to project schedule, footprint, and task orders.

Managed subcontractors and field team.

Southern California Edison (SCE) with Rincon, Bird and Bat Mitigation and Management Plan, Southern CA
2023
Senior Project Manager. Provided high-level oversight of development of Bird and Bat Mitigation Plan in support of SCE’s Cal City Substation 115 kV Upgrade Project. The plan included procedures to comply with federal and state regulations and permits.
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LINSEY BLAKE

SENIOR PROJECT MANAGER
Southern California Edison (SCE) with Rincon, Del Valle Rare Plant Surveys, Del Valle, CA 2023
Senior Project Manager. Managed protocol rare plant surveys within the proposed Del Valle Substation project area. Prepared and submitted technical reports with survey findings and associated GIS data.

NATURAL RESOURCES PROJECT EXPERIENCE:

City of Springfield, Urban Growth Boundary Expansion, Western OR 2022 - 2023
Senior Project Manager. Managed Local Wetlands Inventory, a Riparian Corridor Assessment, and a wildlife habitat assessment to address the requirements of Oregon Statewide Planning Goal 5 within the City of Springfield’s Urban Growth Boundary Expansion areas.

City of Santa Barbara Hazardous Fuels Mitigation Project, Botanical Surveys and Habitat Assessment, Santa Barbara, CA 2023
Senior Project Manager. Provided high-level oversight of rare plant, invasive plant, vegetation communities, and special status wildlife species and habitat across seven open space parks in support of the City of Santa Barbara’s Hazardous Fuels Mitigation Project. Supervised the production of comprehensive Biological Resource Assessment Reports (BRAs).

Midpeninsula Regional Open Space District, Bear Creek Redwoods Biomonitoring, Central CA 2023
Senior Project Manager. Provided high-level oversight to biological and compliance monitoring during tree removal project in accordance with Midpeninsula’s Resource Management Policies and Best Management Practices. Special status species included San Francisco dusky-footed woodrat, western pond turtle, California red-legged frog, California giant salamander, Santa Cruz black salamander, and Townsend’s big-eared bat.
www.SummitWestEnv.com

PROFESSIONAL REGISTRATIONS AND
AFFILIATIONS:
● The Wildlife Society
● Oregon Chapter of the
Wildlife Society
Southern California Edison (SCE) with Rincon, Nesting Bird and Burrowing Owl Mitigation and Management Plans, Southern CA
2023
Senior Project Manager. Provided oversight of development of Nesting Bird and Burrowing Owl Management and Mitigation Plans in support of SCE’s Substation 115 kV Upgrade Project. Plans included mitigation measures in accordance with CEQA and will be reviewed by the California Department of Fish and Wildlife (CDFW), Bureau of Land Management (BLM), and the California Public Utilities Commission (CPUC).

Southern California Edison (SCE) with Rincon, Cal City Rare Plant Surveys Cal City, CA 2023
Senior Project Manager. Managed rare plant surveys in support of SCE’s Cal City Substation 115 kV Upgrade Project. Accommodated short-notice scheduling changes and adjustments to survey footprint.

Prepared thorough technical reports incorporating survey findings and associated GIS data.
27

LINSEY BLAKE

SENIOR PROJECT MANAGER
Resources Conservation District of Monterey County, Wildlife, Botanical, and Cultural Surveys, Los Padres National Forest, CA
2022 - 2024
Senior Project Manager. Managed a multifaceted project in support of the Los Padres National Forest Strategic Community Fuelbreak Improvement Project. Coordinated pre-construction protocol surveys for California spotted owl, marbled murrelet, California tiger salamander, California red-legged frog, and foothill yellow-legged frog. Managed rare plant surveys. QC’d and analyzed project data, submitted progress reports with associated spatial data, and collaborated closely with client, stakeholders, and subcontractors. Managed SummitWest staff who are providing nesting bird surveys and construction monitoring for seamless project implementation.

Habitat Restoration, EarthCorps, Puget Sound Region, WA 2007 - 2009
Program & Project Manager. Developed and implemented habitat restoration projects in the Puget Sound region. Collaborated with clients and stakeholders to achieve project objectives. Developed and managed work plans, budgets, and allocated human, financial, and material resources. Communicated through written reports and oral presentations. Led project safety meetings. Supervised and trained 20 crew leaders, corps members, and logistics staff.

WATERS PROJECT EXPERIENCE:

Los Angeles Department of Water and Power (LADWP) with SWCA 2023
Senior Project Manager. Provided high-level oversight to projects in support of the LADWP’s work including construction monitoring, WEAP training, existing conditions, and special status species surveys.

Southern California Edison (SCE) with AECOM, Aquatic Field Checks, Southern California 2023 - 2024
Senior Project Manager. Provided high-level oversight to Aquatic Field Checks including preliminary reports, delineations and habitat assessments for SCE. Oversaw client communications and submission of deliverables including preliminary data, JD reports, and habitat assessments.

Southern California Edison (SCE) with AECOM, Vegetation Management (VM) Delineations, Southern California 2023 - 2024
Senior Project Manager. Provided high-level oversight to Aquatic Field Checks including preliminary reports, delineations and habitat assessments for SCE. Oversaw client communications and submission of deliverables including preliminary data.

Southern California Edison (SCE) with ERM, Aquatic Field Check, Southern California 2023 - 2024
Senior Project Manager. Provided high-level oversight to Aquatic Field Checks including preliminary reports for SCE. Oversaw client communications and submission of deliverables including preliminary data.

FEDERAL PROJECT EXPERIENCE:

Mosquito Fire BEAR Invasive Plant Survey and Treatment with GeomorphIS, Central CA 2023
www.SummitWestEnv.com
28

LINSEY BLAKE

SENIOR PROJECT MANAGER
Senior Project Manager. Provided high-level oversight of invasive plant surveys and treatments as part of the Burned Area Emergency Response (BAER) Early Detection Rapid Response (EDRR) Invasive Plant Survey and Treatment project. Surveys and treatments occurred across 76,000 acres of the Eldorado and Tahoe National Forest. Oversaw submission of technical reports and associated GIS data.

Angeles National Forest (ANF) Botany Surveys, Southern CA 2022 - 2023
Senior Project Manager. Managed rare plant, invasive plant, and sensitive vegetation community surveys in support of the Angeles National Forest multiple fuels reduction project. Worked with Client on schedule and scope adjustments based on storm-related access issues. Submitted deliverables including reports and GIS data.

Spotted Owl, Bald Eagle, Northern Goshawk, Willow Flycatcher Surveys, USFS, Sierra National Forest, Northern CA 2005
Wildlife Crew Leader. Coordinated and implemented protocol wildlife survey. Supervised, and scheduled field technicians. QAQC’d data. Wrote annual completion reports.

American Marten and Fisher Surveys, USFS, Various National Forests, Central and Northern CA 2002 - 2004
Wildlife Crew Leader. Coordinated and implemented surveys to detect mustelids in six California national forests. Trained and supervised technicians. Coordinated with other crew leaders and agency personnel to accomplish project objectives, QA/QC and archived data.

Kit Fox and Coyote Surveys and Monitoring, Dugway Proving Grounds, Central UT 2001
Wildlife Biologist. Implemented telemetry and den surveys for kit fox and coyote populations. Collected and analyzed scat to determine diet.

Avian Point Count and Mist Net Surveys, Point Reyes Bird Observatory, Lassen National Forest, Northern CA 2000
Wildlife Biologist. Conducted point count and mist net surveys to determine occupancy and status of avian populations.

RESEARCH PROJECT EXPERIENCE:

Arizona Game and Fish Department, Assessment of Grassland Restoration Techniques, Northern and Southwestern AZ 2020 - 2022
Senior Research Biologist. Developed research study to assess grassland restoration techniques efficacy.

Ensured compliance with environmental and cultural resource laws. Coordinated field staff, contractors, and volunteers to conduct four survey sessions across 26 sites. Managed data collection, storage, and analysis.

Arizona Game and Fish Department, Terrestrial Research Branch, Central AZ 2019 - 2022
Senior Research Biologist. Designed and implemented research projects to meet agency management information needs for species including Mexican gray wolf and black bear. Managed and scheduled field staff, contractors, and volunteers. Coordinated with BLM, USFS, Arizona State Land Department, www.SummitWestEnv.com
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LINSEY BLAKE

SENIOR PROJECT MANAGER
Department of Defense, and private landowners. Successfully met reporting requirements of external agencies.

Nebraska Game and Parks Commission, Cougar Research Program, Western NE 2015 - 2019
Research Biologist. Managed cougar research program. Cooperated with internal personnel, external agencies, and private landowners to conduct research. Supervised the capture, immobilization, and GPS collaring of cougars. Scheduled and supervised technicians and houndsman. Conducted depredation field visits and reports and coordinated scat detection dog surveys. Developed study databases and field protocols. Used ArcGIS, Python, and Microsoft Excel to organize and analyze data.

Utah State University, MS Thesis Research, Foraging Ecology and Modeling Habitat use of Cougars, Southern MT, Northern WY
2010 - 2013
Graduate Research Assistant. Coordinated research examining foraging ecology and modeling habitat use of cougars in the Pryor Mountains of Montana and Wyoming. Collaborated and maintained permits with NPS, BLM, USFS, Wyoming Game and Fish Department, and Montana Fish Wildlife and Parks.

Scheduled and supervised field technicians and houndsmen. Extensive use of ArcGIS, the Microsoft Office Suite (Access, Excel, Powerpoint, Word), R, and Python to manage and analyze project data.

Prepared written progress and completion reports including an MS thesis and peer-reviewed publications.

PUBLICATIONS:

DeMatteo, K.D., L.W. Blake, J.K. Young, and B. Davenport. 2018. Scat detection dog surveys: How behavior of nontarget species affects perceived accuracy. Scientific Reports 8(1).

Blake, L.W., and E.M. Gese. 2016. Cougar predation rates and prey composition in the Pryor Mountains of Wyoming and Montana. Northwest Science 90(4).

Blake, L.W., and E.M. Gese. 2016. Resource selection by cougars: Influence of behavioral state and season. The Journal of Wildlife Management 80(7).
www.SummitWestEnv.com
30

KENNETH O. DAVIES

CEQA/NEPA LEAD
www.SummitWestEnv.com
CONTACT:
(408) 318-0629
[email protected]
Bend, OR
EDUCATION:

M.S., Environmental Sciences,
San Jose State University, San Jose
CA
B.S., Business Administration,
Cal Poly Pomona, Pomona CA
A.A., General Education, Orange
Coast College, Costa Mesa CA
EXPERTISE:
● Program Development &
Management
● Project Management
● Policy Development
● Sustainability Strategy
● Team Leadership & Mentoring
● Regulatory Management &
Environmental Permitting
● Staff Training & Development
● Stakeholder & Community
Engagement
● Contract Management
● Process Development &
Improvement

PROFESSIONAL REGISTRATIONS,
AFFILIATIONS AND AWARDS:
● Registered Environmental
Manager (REM)
● Honoree, SPUR Impact Award
for Building Electrification
● Principal Member, Urban
Sustainability Directors
Network (USDN)
MEET KEN:

Ken is an accomplished, results-focused Program Manager with over 22 years of diverse experience in environmental program leadership, sustainability, land-use planning, environmental compliance, environmental health and safety, energy and water conservation, water reuse, and regulatory agency relationship management.

Ken has brought multiple major programs from concept to delivery while passing major policies. He is seasoned in designing, implementing, communicating, evaluating and continually enhancing program strategy and innovative solutions that drive program effectiveness and boost collective input.

CAREER EXPERIENCE:

City of San Jose, Deputy Director of Climate Smart San Jose, San Jose, CA Spearhead the daily management and ongoing improvement of an integral community-wide initiative focused on reducing greenhouse gas emissions, saving water, and creating a strong, healthy, and a vibrant community that embraces climate change solutions and a clean energy economy. Provide strategic leadership and subject matter expertise to numerous concurrent and critical project and program elements. Manage a four-member team while stewarding a $650K+ annual budget. Cultivate, grow, and sustain strong relationships with stakeholders and the community at large. ● Led the City in becoming the largest US city to adopt a natural gas ban for new construction in all building types.
● Directed the adoption and implementation of a nationally recognized electrification-friendly “Reach Code” that exceeds the State’s Title 24 requirements, including a prohibition on natural gas connections for some building types and robust implementation of electric vehicle charging infrastructure. ● Managed the adoption of a new building performance
ordinance to better track and incentivize energy and water efficiency in existing commercial and multi-family buildings, with a goal of improving efficiency by 20% or more.
● Oversaw the launch of an equity-focused community
engagement plan that optimizes community value via
greenhouse gas reduction strategies and the introduction of human health drivers and generational equity concepts;
directed an accompanying launch of an informative and
engaging web platform in English, Spanish, and Vietnamese.

City of San Jose, Sustainability & Compliance Manager, San Jose, CA Led division-wide activities with a keen emphasis on regulatory compliance subject area advancement. Supported numerous concurrent climate change, energy efficiency, and conservation programs and subsequent initiatives.
31

KENNETH O. DAVIES

CEQA/NEPA LEAD
● Led a PG&E grant-funded Silicon Valley Energy Watch project and NRDC grand-funded City Energy Program.
● Supported the design, development, and adoption of the Climate Smart San José plan, the department’s key legislative advocacy program, and the creation and implementation of a Community Choice Aggregation program within the City, among other key efforts. ● Led, developed, and supported 26 cross-functional full-time staff while managing a $1M+ budget.

City of San Jose, Environmental Compliance Officer, San Jose, CA Promoted to manage the section encompassing the Municipal Environmental Compliance group, the Environmental Health and Safety Group, and the Land-use Planning Group. Led and mentored staff deployed to City-owned Leaking Underground Storage Tank (LUST) sites, closed municipal landfills, and Phase I/II Environmental Clearances.
● Additionally, oversee work to advance the California Environmental Quality Act (CEQA) analysis and various resource agency permitting requirements on capital projects and land-use decisions throughout the region.
● Managed a team of 10 full-time staff while controlling over $650K in funding and related resources.
● Directed key department-wide EHS efforts and consultant work that improved workplace safety.

City of San Jose, Supervising Environmental Services Specialist, San Jose, CA Played a critical role in developing and supporting the adoption of a $6M 30-year plant master plan and a $2.4M recycled water master plan for the City. Effectively managed a $2.2M consultant contract for a CEQA/EIR process and an additional $2.4M consultant contract and stakeholder process in support of the South Bay Water Recycling Program.
● Consistently recognized for developing innovative solutions reflective of wildlife habitat preservation, marsh restoration, and long-term economic development impact.

City of San Jose, Supervising Environmental Services Specialist, San Jose, CA Initially joined the City to oversee the development and implementation of an ISO 14001-certified Environmental Management System for multiple different geographic locations. Developed critical operational controls and emergency response procedures, sourced and secured key partnerships to achieve desired outcomes and prioritize emissions reductions, and coordinated research into alternative fuels and vehicles.
● Spearheaded multiple third-party environmental compliance audits and corrective actions during tenure.
● Enabled ongoing cost savings and greenhouse gas reductions by developing successful first-cycle environmental management programs and supportive processes. ● Facilitated an operational effectiveness course within the Environmental Services Department University.
www.SummitWestEnv.com
32

VERONIKA ARCHER

SENIOR REGULATORY SPECIALIST
San Bernardino County Special Districts, Snowdrop Road Improvements, Highland, CA (2020-2021) Project Manager/Subject Matter Expert Veronika reviewed existing delineation of jurisdictional waters and biological technical report and determined an error regarding the analysis of significant impacts had been made that was causing a substantial financial burden to the client. Veronika oversaw field surveys, prepared a revised impact analysis, and oversaw an Addendum to the Mitigated Negative Declaration which allowed a substantial reduction in mitigation for the client. Permits were received from the ACOE, RWQCB, and CDFW for impacts to waters and listed species. www.SummitWestEnv.com
CONTACT:
(909) 677-3775
[email protected]
om
EDUCATION:

B.S., Biology, Ecology and
Evolution University of Rochester,
1996
EXPERTISE:
● Delineation of Jurisdictional
Waters (20 yrs)
● Project Management (20 yrs)
● Regulatory Permitting (20 yrs)
● Botanical and Rare Plant
Surveys (10 yrs)
● CRAM
PROFESSIONAL DEVELOPMENT:
● Basic Wetland Delineation
● Advanced Hydric Soils
● Plant Identification for Coastal
Southern California
● California Rapid Assessment
Method Workshop
MEET VERONIKA:

Veronika specializes in the intersection of natural resources and environmental compliance, supporting clients to obtain permits for impacts to waters and species. Veronika prioritizes fostering positive and long-term relationships with clients and regulators, developing permit and mitigation strategies that meet the needs of both the project and the regulating agencies.

Veronika has over 20 years’ experience providing natural resource and regulatory compliance consulting services including preparing California Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA) documents and regulatory compliance documents under the Clean Water Act (CWA), Sections 404 and 401; the federal Endangered Species Act (ESA), Sections 7 and 10; California State Porter-Cologne Act; California ESA (CESA); and California Fish and Game Code Sections 1600–1616.

While Veronika’s experience spans a broad array of projects, her focus for the second half of her career has been primarily with public sector clients including Flood Control Districts, Regional Parks and Open Space, and utility clients.

PROJECT EXPERIENCE:

San Bernardino County Flood Control District, Master Storm Water System Maintenance Program, San Bernardino, CA (2014-2021)
Project Manager/Subject Matter Expert The District is obtaining long-term (20-year) permits from the resource agencies, including the ACOE, CDFW, and State Water Resources Control Board (SWRCB), for the routine operations and maintenance of all flood control facilities within the County. Veronika was the Project Manager overseeing the preparation of the environmental documentation (in compliance with both CEQA and NEPA) and all necessary technical studies and obtaining the necessary permits including an Individual Permit from the ACOE, a Water Quality Certification and/or Waste Discharge Requirement from the SWRCB, a Master Streambed Alteration Agreement from CDFW, and Incidental Take Permits from the USFWS and CDFW.

Client Reference San Bernardino County Flood Control District, Michele Derry, (909) 567-1545 [email protected]
33

VERONIKA ARCHER

PRINCIPAL PROJECT MANAGER
Client Reference San Bernardino County Special Districts, Nancy Sansonetti, (909) 387-1866 [email protected]
County of San Bernardino, Special Districts, As-Needed Services, San Bernardino County, CA (10/2020 - 6/2021) Project Manager As Project Manager on this as-needed contract, Veronika successfully implemented several quick turn-around as needed task orders including nesting bird surveys in support of geotechnical borings and emergency permit services in support of a tunnel repair project.

City of Riverside Public Works Department, As-needed Contract, Riverside, CA. Operations and Maintenance Permits (2019) Lead Biologist Ms. Archer supported the Department with input on biological compliance and regulatory permitting. Two examples are the Tequesquite Creek project and the Santa Ana River Trail Repair Project. On the Tequesquite Creek project, Ms. Archer assisted the Department with vegetation mapping and delineation of jurisdictional waters within a portion of Tequesquite Creek that will be maintained as part of routine operations activities. The studies were prepared in support of a CEQA document and subsequent permit applications.

For the Santa Ana River Trail repair project, a sink hole in the trail was creating a hazard for trail users and had the potential to cause damage to the adjacent highly trafficked road. Ms. Archer conducted a species habitat assessment, vegetation mapping, and a delineation of jurisdictional waters. On both projects, Ms. Archer advised the Department on permitting and agency coordination.

Riverside County Regional Park and Open Space District, Mockingbird Canyon to Harford Springs Regional Trail, Riverside County, CA (2011)
Project Manager The County of Riverside Regional Park and Open Space District developed and implemented a multiuse regional trail. As project manager, Ms. Archer oversaw completion of a constraints analysis to determine the best route for the trail and technical studies in support of a CEQA document. The constraints analysis included stakeholder and public meetings to compile trail goals and selection criteria, review of existing data to identify constraints, determination of selection criteria, use of GIS to prepare several alternative routes, and analysis of the routes to select a preferred alternative.

Primary resource issues included biological resources, consistency with the Western Riverside MSHCP, and cultural resources.

Riverside County Flood Control and Water Conservation District, Mockingbird Canyon Wash Restoration Project, Riverside County, CA (2019)
Project Manager Project Manager for the environmental compliance for this restoration project that includes improvements along approximately 1.5 miles of Mockingbird Canyon Wash to ensure the safe and efficient management of stormwater, sediment deposition, and scour and stream bank erosion. The project includes the preparation of a Mitigated Negative Declaration and associated technical studies including air quality analysis, hazards assessment, cultural resources assessment and biological resources assessment including Western Riverside County MSHCP compliance, focused surveys for Least Bell’s vireo, Burrowing owl and plants, and preparation of a DBESP for impacts to riparian/riverine habitat. The project also requires permitting under section 404/401 of the Clean Water Act and Section 1600-1616 of the Fish and Game Code. Due to the length of the project and presence of riparian habitat occupied by Least Bell’s vireo, mitigation strategy and coordination with the resource agencies is an important aspect of this project.
www.SummitWestEnv.com
34

SEAN KENNINGS

SENIOR URBAN PLANNER
www.SummitWestEnv.com
CONTACT:
(415) 533-2111
[email protected]
Corte Madera, CA
EDUCATION:

Masters in Urban Planning,
Harvard University School of
Design, Cambridge MA (2000)
B.A., Political Science, Geography
Studies, University of California,
Berkeley (1995)
Parsons School of Design, France
(1990)
EXPERTISE:
● Urban Planning (24 years)
● CEQA/NEPA
● Environmental Impact
Assessments
CERTIFICATIONS:
● ISA Certified Arborist - #
WE-9926A, 2012-2016

PROFESSIONAL REGISTRATIONS AND
AFFILIATIONS:
● Urban Land Institute,
Associate member;
● American Planning
Association,
● member;
● International Society of
Arborists, member;
● Harvard Urban Planning
Organization, member;
● Harvard Real Estate Forum,
member;
● Breckenridge Outdoor
Education Center, adaptive
skiing instructor 96/97, 97/98
MEET SEAN:

Sean Kennings is a proficient Planning Consultant with over two decades of experience managing land use planning and project entitlements. His motivation lies in orchestrating the successful execution of diverse development projects while navigating complex regulatory landscapes.

Sean applies his expertise in environmental review, CEQA/NEPA compliance, and entitlement processing to effectively manage multi-disciplinary teams and facilitate inter-agency coordination, ensuring seamless project approvals. His extensive project portfolio includes notable achievements such as managing streamlined residential developments, overseeing mixed-use developments, and leading environmental impact assessments for significant public and private sector initiatives.

PROFESSIONAL EXPERIENCE:

LAK Associates, Corte Madera, CA (2001 – present)
Owner/partner for land use planning consulting firm providing expertise in land planning and project management for myriad development projects. Routinely manage multi-disciplinary consultant teams and inter-agency coordination during approvals process. Specialize in environmental review with regards to CEQA/NEPA and processing entitlements for various projects.

RELEVANT PUBLIC SECTOR PROJECT EXPERIENCE:

City of Mill Valley, 575 Blithedale Avenue – Mixed-Use Development, Mill Valley, CA (2020- Present)
LAK Associates was contracted by the City of Mill Valley to manage a 24-unit SB 330 streamlined mixed-use residential development in Mill Valley. Issues of concern are managing community expectations related to streamlined housing applications and understanding perceived traffic congestion associated with the proposed units.

City of Larkspur, Magnolia Village – Mixed-Use Development, Larkspur, CA (2020- Present)
LAK Associates was contracted by the City of Larkspur to manage a 20-unit SB 330 streamlined mixed-use residential development in Larkspur. Issues of concern are managing community expectations related to streamlined housing applications and issues specific to height and design characteristics.

City of Mill Valley, 999 3rd Street – BioMarin/Whistlestop/Eden Housing Mixed-Use Development, San Rafael, CA (2018 - 2020)
LAK Associates was contracted by the City of San Rafael to manage a General Plan and Zoning Amendment and Environmental Review for the BioMarin/Whistlestop/Eden Housing proposed mixed-use 35

SEAN KENNINGS

SENIOR URBAN PLANNER
City of San Rafael, San Rafael Corporate Center/BioMarin, San Rafael, CA (2013-2015) Served as contract planning staff to the City of San Rafael for the BioMarin/SRCC project. BioMarin, a leading pediatric pharmaceutical company purchased the SRCC and submitted applications for final build-out of the campus, including two new office building and two parking garage structures. As contract planner for the City, drafted Master Use Permit and Zoning Amendments, reviewed all environmental documents for consistency with the City Code and represented the City at any and all public hearings for the project. Important environmental issues included traffic and parking, aesthetics and geotechnical impacts.

City of Vallejo, Solano360, Vallejo, CA/Solano County (2011-2013) Served as contract planning staff to the City of Vallejo for the Solano360 project. Solano360 is the complete reimagining and redevelopment of the Solano County Fairgrounds in Vallejo, CA. As contract planner for the City, drafted General Plan and Zoning Amendments, reviewed all environmental documents for consistency with the City Code and represented the City at any and all public hearings for the project. Important environmental issues included traffic and circulation, air/noise/greenhouse gases, and hydrology impacts.

Marin Healthcare District, Marin General Hospital Replacement Building, Greenbrae, CA (2010-2012) Managed and facilitated the EIR process for the Marin General Hospital Replacement project. Assisted the Healthcare District with the management of sub-consultants needed to produce the background technical studies for environmental review. Assisted the preparation and review of the EIR to ensure a comprehensive and legally defensive document. Environmental issues included traffic, air and noise and aesthetic impacts.
www.SummitWestEnv.com
TECHNICAL SKILLS:

Preparation of graphics and
exhibits for application submittals,
presentations and public
outreach.

Proficient knowledge of design
and word-processing programs:
● Adobe Suite products,
including
Photoshop/Illustrator,
● Arc View GIS,
● Corel Office Suite,
● AutoCAD 2020,
● Microsoft Office Suite
● Sketch Up
development in downtown San Rafael. Issues of concern are specific amendments needed to allow more intense and taller development and the increased vehicle trips associated with the use and improvements.

City of San Rafael, Kaiser Permanente Medical Office Building, San Rafael, CA (2016 - 2018)
LAK Associates was contracted by the City of San Rafael to manage a Zoning Amendment and Environmental Review for Kaiser
Permanente’s proposed medical office building at Los Gamos Drive in north San Rafael. LAK prepared the Environmental Impact Report (EIR) for the project. Issues of concern are specific to the increased vehicle trips associated with the use and improvements required to upgrade the local circulation and intersection network.

Christ Lutheran Church, Victory Village Initial Study, Fairfax, CA ( 2016 - 2017) Prepared an Initial Study and staff reports for the 54-unit senior affordable housing project on a 2-acre parcel owned by the Christ Lutheran Church. The project required the creation of a new Town Zoning district and concessions pursuant to California State Density Bonus Law. Environmental issues included aesthetics, traffic and circulation, air/noise/greenhouse gasses, and hydrology impacts. 36

SEAN KENNINGS

SENIOR URBAN PLANNER
LAK Associates LLC, Sausalito, CA Consulting Arborist (2012 – 2016) Preparation of arborist surveys and tree preservation/construction plans for local agency permitting requirements, including: 360 Mountain Home Road, Woodside, CA; 70 Lee Street, Mill Valley, CA; 249 West Blithedale, Mill Valley, CA
PRIVATE SECTOR PROJECTS:
● Bolinas Community Land Trust – Tacherra Ranch / RV Campground, Bolinas, CA, Planning consultant/planning entitlements
● Bolinas Community Land Trust – Downtown Affordable Housing, Bolinas, CA, Planning consultant/planning entitlements
● Hog Island Oyster Company – Leali Ranch (Master Plan / Agricultural Plan) Project manager/planning entitlements
● 1025 Vision Road (single family residence), Inverness, CA Environmental/entitlements consultant
● PG&E, San Ramon, CA
Contract planner, planning/building entitlements
● Forest Green Estates (120 unit subdivision), Richmond CA – Project manager, environmental coordinator (CEQA)
● Flatiron Construction Corp.(new office building), Benicia, CAInter-agency coordination and entitlement planning ● The Canyons (1,200 unit subdivision), Bakersfield CA
Environmental coordinator (CEQA)
● Franklin Canyon Specific Plan/Contra Costa County, CA Planning department/developer liaison
● East Garrison Specific Plan/Monterey County, East Sacramento County Open Space Plan
● The Reserve Business Campus at Spanos Park West, Stockton, CA Master Plan
www.SummitWestEnv.com
37

STACEY DE SHAZO, M.A.

PRINCIPAL ARCHITECTURAL HISTORIAN
www.SummitWestEnv.com
CONTACT:
707.823.7400
[email protected]
Sonoma County, CA
EDUCATION:
● M.A., Historic Preservation,
Savannah College of Art and
Design (academic scholarship
recipient)
● B.A., Anthropology, San
Francisco State University
EXPERTISE:
● 24 years of professional
experience in Historic
Preservation and Cultural
Resource Management.
● Expert in National Historic
Preservation Act (NHPA),
National Environmental Policy
Act (NEPA), and California
Environmental Quality Act
(CEQA).
● Adjunct Lecturer Sonoma
State University – Master Class,
Practicum in National Register
AFFILIATIONS:
● California Preservation
Foundation
● National Trust for Historic
Preservation
● American Cultural Resources
Association (ACRA)
TRAININGS & CERTIFICATIONS:
● California Preservation
Foundation Conference,
2018,Session Speaker “Tales of
Three Cities: Uncovering Lost
And Forgotten Relics of
California’s African American,
MEET STACEY:

Ms. De Shazo holds advanced degrees in Historic Preservation and Anthropology and boasts over 24 years of expertise in identifying and assessing historic architectural resources across multiple states. Her extensive experience encompasses project management, regulatory compliance, and historical documentation of various historic properties, including homesteads, bridges, and commercial buildings.

She has conducted numerous surveys and evaluations,
demonstrating proficiency in research, budgeting, and report writing for diverse projects. Ms. De Shazo is adept at navigating regulatory frameworks such as NEPA, Section 106 of the NHPA, CEQA, and has contributed significantly to Historic Tax Credit projects and feasibility studies. With her comprehensive knowledge of regional history and preservation practices, she serves as a trusted advisor to local governments and leads initiatives in architectural history, preservation, and cultural resources management.

PROFESSIONAL EXPERIENCE:

Principal Architectural Historian, Evans & Deshazo, Inc. (Eds)., Sonoma County, Ca (2014–Present)
Stacey De Shazo is the Principal Architectural Historian at Evans & DeShazo, Inc. (EDS) in Sonoma County since 2014. With over 24 years of experience, she leads the identification and assessment of historic architectural resources, specializing in project management and regulatory compliance. Ms. De Shazo's expertise includes conducting surveys and providing guidance on preservation practices to local governments.

RELEVANT PROJECT EXPERIENCE:

Marin County Resource Conservation District, Drake Avenue Apartments, Marin City, Marin County, California (2023)
Historic Resource Evaluation (HRE) for the proposed “Drake Avenue Apartments” project within a 1.01-acre property at 825 Drake Avenue in the unincorporated community of Marin City in Marin County, California. The HRE evaluated eight properties for eligibility for listing on the NRHP for their association with the Social History and Exceptional Community Planning and Development of post-World War II public housing and the redevelopment of Marin City, with an estimated period of significance of ca. 1957 to ca. 1974. As well as association with several architectural styles, and architects Vernon DeMars and Donald Reay, of the architectural firm DeMars & Reay, and landscape architect Lawrence Halprin, designer of Marin City.

Napa County Planning, 2195 Golden Gate Drive, Napa County, California (2022) Historic Resource Evaluation (HRE) and Secretary of Interior’s Standards for the Treatment of Historic Properties (Standards) review of a 12.71-acre property at 2195 Golden Gate Drive within 38

STACEY DE SHAZO, M.A.

PRINCIPAL ARCHITECTURAL HISTORIAN
City Of Healdsburg, Texaco Gas Station Documentation, Healdsburg, Sonoma County, California (2016) City of Healdsburg, HABS Documentation in compliance with EIR. Ms. De Shazo completed a HABS documentation for the City of Healdsburg to record the city-owned ca. 1930 Texaco Gas Station located at 185 Healdsburg Avenue, Healdsburg, following the Central Healdsburg Avenue Plan Draft EIR1 mitigation measure CR-1f to address the adverse effect to the historic resource. Before the demolition, Ms. De Shazo provided documentation of the gas station that included professional HABS style photography and 3D laser scanning, and documentation. Ms. De Shazo worked closely with local historical societies and community leaders, and the planning team to ensure proper documentation and compliance before demolition.
www.SummitWestEnv.com
Chinese American, and
Japanese American Pasts”.
● California Preservation
Foundation Annual
Conference, 2017. Session
Speaker, “Graphic
Documentation: Precise Pixels
and Capturing Character”,
Pasadena, CA
● California Preservation
Foundation Conference, 2015;
Presenter 3 Minute Success
Story, San Diego
● State Historic Building Code
Workshop, California
Preservation Foundation, 2014
● CEQA Compliance and Training
Certification, UCLA (LA AEP),
2010
● California Cultural Data Project
Training, Certification 2010,
Instructor: Lauren E. Hutton
● Project Management
Certification, 2009, Instructor:

Alan Bollinger, CH2M Hill
● NEPA Compliance Training
Certification, 2008, Instructor:

Dr. Tom King
● National Historic Preservation
Act, Section 106 Compliance
Certification, 2007; Instructor
Dr. Tom King
unincorporated Napa County. The HRE evaluated a 12.71-acre property including a 1928 dairy storefront, 1939 dairy barn, ca. 1895 house, ca. 1895 stable, 1916 cow barn, 1932 main house, ca. 1940 garage, ca. 1940 woodshed, 1951 shop, 1957 guest house, ca. 1970 small animal pen, ca. 1900 cave, 2017 stable, ca. 1970 chicken coop, and associated landscape in compliance with CEQA. The ranch was evaluated as a district and recorded on District DPR 523 forms.

St. Helena City Council, Main Street St. Helena Pedestrian Improvements Project, St. Helena, Napa County, California (2019-2020)
Historic Resources Evaluation for the Main Street St. Helena Pedestrian Improvements Project, St. Helena, Napa County, California.

As part of the Main Street St. Helena Pedestrian Improvements Project, Ms. De Shazo surveyed 65 properties (i.e., parcels) consisting of 66 buildings, one structure, and one object, of which 40 buildings and part of the one object were located within the St. Helena Commercial Historic District (National Register #97001661) and 26 buildings. As a result of this study, Ms. De Shazo evaluated 33 buildings for listing on the National Register of Historic Places (NRHP).

This complex project resulted in completing a detailed HRE report and 33 sets of DPRS 523 forms.

San Francisco Planning Department, 1030 Francisco Street, San Francisco, San Francisco County, California (2018)
Historic Resource Evaluation, 1030 Francisco Street, San Francisco.

Ms. De Shazo completed an HRE of a 1935 Mediterranean Revival house located at 1030 Francisco Street, San Francisco, San Francisco County, California, within Assessor Parcel Number (APN) 0476-002A (Project Area). The Project Area consisted of a 1935 house that, according to the City of San Francisco Planning Department, is considered a category "B” property, which is defined as “unknown/age-eligible,” meaning the property has not been previously evaluated but is over 45 years of age and could be considered a potential historic resource. The proposed project consisted of the demolition of the 1935 Mediterranean Revival house and the construction of a new three-story house with an upper level and main level visible from the south elevation along Francisco Street and a lower level along the north elevation.
39

SALLY EVANS, M.A., RPA

PRINCIPAL ARCHAEOLOGIST
www.SummitWestEnv.com
CONTACT:
707.823.7400
[email protected]
Sonoma County, CA
EDUCATION:
● M.A. - Cultural Resource
Management -Sonoma State
University, Rohnert Park, CA
● B.A. - Anthropology, CSU Chico
- Chico, CA
EXPERTISE:
● 24 years’ professional
experience in Cultural
Resource Management (CRM)
● 24 years’ experience in
Historic and Precontact Period
Archaeology
● Specialty in Bioarchaeology
and GIS
● 23 years' experience in GIS
● 20 years' experience in Project
Management
AFFILIATIONS:
● American Cultural Resource
Association (ACRA)
● Board of Directors
● RPA
● Society for California
Archaeology (SCA)
● Society for American
Archaeology (SAA)
● Association of Oregon
Archaeologists
● Leadership Santa Rosa - Class
XIX
TRAININGS & CERTIFICATIONS:
● Register of Professional
Archaeologists (RPA)
#29300590
MEET SALLY:

Ms. Evans is a highly qualified Principal Archaeologist, Project Manager, and GIS Specialist at Evans & De Shazo, Inc. (EDS), boasting over 24 years of experience in archaeology and Cultural Resource Management (CRM), with advanced degrees from Sonoma State University and CSU-Chico. She possesses extensive expertise in Geographical Information Systems (GIS), osteology, and cultural resource regulations, including notable acts such as NHPA, NEPA, NAGPRA, CEQA, and Assembly Bill 52. Holding professional registrations and exceeding industry standards, she serves on the ACRA Board of Directors and is recognized as a qualified archaeologist in Oregon. Ms. Evans has successfully managed various cultural resource projects in California, spanning different historical periods and sites, while demonstrating proficiency in producing comprehensive CRM reports and utilizing GIS for data management and mapping. Her skill set encompasses a wide array of tasks from literature reviews and impact assessments to artifact analysis and human bone identification, highlighting her versatility and expertise in the field.

PROFESSIONAL EXPERIENCE:

Principal Archaeologist, Evans & Deshazo, Inc. (Eds)., Sonoma County, Ca (2014–Present)
Oversees archaeological projects, manages teams, and utilizes GIS technology to analyze and map cultural resource data. This role entails extensive experience in Cultural Resource Management, compliance with regulations, and directing a variety of CRM projects while maintaining high standards of professionalism and expertise.

RELEVANT PROJECT EXPERIENCE:

Marin Resource Conservation District, Archaeological Review Of Six Projects For The 2023 Marin Coastal Watersheds Permit Coordination Program, Marin County, California (2023)
Ms. Evans completed an Archaeological Review of six projects located on private properties in Marin County undertaken by the Marin Resource Conservation District as part of the 2023 Marin Coastal Watersheds Permit Coordination Program (PCP). Ms. Evans completed the archaeological reviews in accordance with CEQA and the PCP environmental review process to identify any previously documented archaeological resources within the project areas, to assess the potential for archaeological resources to be present, identify built environment resources over 45 years of age within 100 feet of the project areas, and to make recommendations in accordance with the PCP to ensure that significant archaeological resources and built environment resources over 45 years of age were not adversely impacted by the projects. Ms. Evans complete a record 40

SALLY EVANS

PRINCIPAL ARCHAEOLOGIST
Marin Resource Conservation District, Historic Property Survey For The Coyote Family Farms Water Detention Basin, Penngrove, Sonoma County, California (2022)
Ms. Evans completed a Historic Property Survey for the construction of a new water detention basin where water from a nearby creek can be diverted during period of heavy rain or flooding (i.e., inlet works) and allowed to exit as needed (i.e., outlet works). The study was completed to comply with Section 106 of the NHPA due to the need for a permit to be issued by the Army Corps to comply with Section 404 of the Clean Water Act. Ms. Evans served as Principal Archaeologist and Project Manager.

She completed a record search and review, Sacred Lands inventory, Tribal outreach, a pedestrian field survey that was also completed with a representative from a local Tribe, and prepared a report that included an assessment of effects on two cultural resources identified during the study and provided project-specific recommendations in accordance with Section 106 of the NRHP regulations and guidelines.
www.SummitWestEnv.com
● Cultural Awareness –
Understanding, Insight &
● Communication, Seventh
Sovereign LLC (June 2021)
● Tribal Engagement –
Transforming Relationships
with Tribes, Seventh
Sovereign LLC (June 2021)
● Cremains Workshop,
University of Warsaw, Poland,
Institute of Archaeology (June
2019)
● Basics of NEPA and Section
106 Integration E-Learning
Course (ACHP, July 2019)
● Coordinating NEPA and
Section 106 E-Learning
Course (ACHP, July 2019)
● Section 106 Webinar: "I
Concur: Consulting with the
SHPO Under Section 106."
California
● Preservation Foundation, May
14, 2015.
● National Preservation
Institute (NPI), Section 106
Seminar
● California Preservation
Foundation CEQA & Historic
Resources Workshop
● Association of Environmental
Professionals (AEP) CEQA
Basics Workshop
● 24 Hour HAZWOPER
Certification (current)
search, a review of historical maps, aerial photography, and other information to assess the potential for historic-period archaeological resources to be located within the project areas and
built-environment resources over 45 years of age
within or within 100 feet of the project areas, a review of the environmental setting, soils, geology, and geoarchaeological information to assess the potential for precontact period archaeological resources to be located within the project areas, a Native American Sacred Lands inventory, and prepared a report with recommendations.

Marin Resource Conservation District, Historic Property Survey For The Third Valley Creek And Chicken Ranch Beach Restoration Project, Inverness, Marin County, California (2023)
Ms. Evans completed a Historic Property Survey for the Third Valley Creek and Chicken Ranch Beach Restoration project located along the west shore of Tomales Bay in Marin County. The project includes improvements to an artificial drainage ditch and wetland enhancements to minimize bacterial contamination reaching Chicken Ranch Beach. The project was subject to review under CEQA, the California Coastal Act, as well as Section 106 of the NHPA due to the need for a permit to be issued by the Army Corps to comply with Section 404 of the Clean Water Act. Ms. Evans served as Principal Archaeologist and Project Manager for the study. She completed a records search, a buried archaeological site sensitivity desktop analysis, a Native American Sacred Lands inventory, Tribal outreach, managed the pedestrian survey and an extended Phase I (XPI) subsurface investigation, assessed potential affects to a multicomponent cultural resource (P-21-000230) adjacent to the project area, and completed a report with recommendations. Ms.

Evans also prepared an Archaeological Monitoring Plan as part of the mitigation requirements.
41

SALLY EVANS

PRINCIPAL ARCHAEOLOGIST
Marin Resource Conservation District, Historic Property Survey And National Register Evaluation Testing Of A Precontact Period Archaeological Resource For The Shiloh Ranch Regional Park Pond And Creek Restoration Project, Windsor, Sonoma County, California (2021-2023)
Ms. Evans completed a Historic Property Survey for a project that included the stabilization and enhancement of an existing pond and creek within Shiloh Ranch Regional Park located in Windsor, California. The study was completed to comply with Section 106 of the NHPA due to the need for a permit to be issued by the Army Corps to comply with Section 404 of the Clean Water Act. Ms. Evans served as Principal Archaeologist and Project Manager, and completed a record search and review, Sacred Lands inventory, Tribal outreach, a pedestrian field survey, and prepared a report with recommendations. One precontact period archaeological resource was identified within the project area during the study; therefore, Ms. Evans completed a National Register evaluation of the site to determine its eligibility for listing on the National Register. The evaluation consisted of subsurface testing, laboratory analyses, and preparation of a report with recommendations regarding the site’s National Register eligibility.

Marin Resource Conservation District, Archaeological Study For The Proposed "Veranda At Indian Springs" Project, Calistoga, Napa County, California (2020)
Ms. Evans completed an Archaeological Study for a proposed project in Calistoga, Napa County, California that includes the development of a 96-room hotel, restaurant and bar, retail and meeting facilities, pools, well as associated infrastructure, parking and landscaping within a 45.5-acre property.

The Archaeological Study included a record search and review, Sacred Lands inventory, Tribal outreach, a pedestrian field survey, and preparation of a report with recommendations and DPR 523 forms due to the identification of a previously recorded prehistoric archaeological within the project area and the identification of three isolated prehistoric artifacts, and three historic-period artifacts. In addition, through historical research, Ms. Evans identified the location of Calistoga’s former Chinatown, which contained a least six Chinese business and residences as early as 1875 to sometime after 1910.

Las Trampas Wilderness Regional Preserve Management, Cultural And Paleontological Resources Study And Historical Resource Evaluation Services For Southern Las Trampas Land Use Plan Amendment, San Ramon, Contra Costa County, California (2017-2019)
Ms. Evans completed a Cultural and Paleontological Resource Study for the Southern Las Trampas Land Use Plan Amendment (LUPA) project at the Las Trampas Wilderness Regional Preserve (Las Trampas) in compliance with CEQA regulations and guidelines. The project included the construction of three miles of new trails, two trailhead lots, and development of a staging area that required the demolition of an existing corral and barn. Ms. Evans completed a record search and review, oversaw the completion of the field survey by two teams of archaeologists, oversaw the completion of the paleontological study, and prepared a Cultural and Paleontological Resource Study report with recommendations regarding the potential mitigation of impacts to archaeological and paleontological resources.

United States Department Of The Interior, Historic Property Survey For The Hazel Atlas Abandoned Mine Lands (Aml) Priority 1 Project (Ca018-0001) Within The Black Diamond Mine Regional Preserve, Contra Costa County, California (2018) Ms. Evanscompleted a Historic Property Survey (HPS) of the Hazel Atlas Abandoned Mine Lands (AML) Priority 1Project (CA-18-001) for the East Bay Regional Parks District (EBRPD) that consisted of backfilling a mine subsidence feature located within the Black Diamond Mines (BDM) Regional Preserve in Antioch, ContraCosta County, California. The Project was undertaken by the United States (U.S.) Department of theInterior’s Office of Surface Mining Reclamation and Enforcement (OSMRE) and was therefore subject to review under Section 106 of the NHPA. The purpose of the HPS was to identify historic properties that could be adversely affected by the project, including potential adverse impacts to the NRHP-listed BDM Historic District (NRHP #91001425/P-07-001292), and provide www.SummitWestEnv.com
42

SALLY EVANS

PRINCIPAL ARCHAEOLOGIST
project-specific recommendations. Ms. Evans completed a record search and review and a field survey. One historic feature associated with the BDM Historic District was identified and documented during the field survey; therefore, Ms. Evans also assessed the potential adverse effects to the BDM Historic District resulting from the Project and provided recommendations in accordance with NHPA regulations and guidelines and the Park District policies. The project was reviewed by the State Historic Preservation Officer (SHPO), who concurred with the findings and recommendations.

East Contra Costa Habitat Conservancy, Historic Property Survey Of A 96-Acre Portion Of The Roddy Ranch Located On Empire Mine Road In Contra Costa County, California For The East Contra Costa Habitat Conservancy Horse Valley Restoration Project (2017)
Ms. Evans completed an HPS of a 96-acre portion of the Roddy Ranch located off Empire Mine Road in unincorporated Contra Costa County as part of the Horse Valley Creek and Wetland Restoration that was jointly undertaken by the East Contra Costa Habitat Conservancy (Conservancy) and the East Bay Regional Park district (EBRPD). The purpose of the HPS was to identify the presence of any potentially significant cultural resources that could be affected by the Project and to provide further recommendations. The Project required review under CEQA, as well as Section 106 of the NHPA.
www.SummitWestEnv.com
43

MICHAEL HENDRIX

CLIMATE CHANGE AND AIR QUALITY CONSULTANT
www.SummitWestEnv.com
CONTACT:
(951) 236-1896
[email protected]
Hesperia, CA
EDUCATION:

B.S., Environmental Science,
University of California, Riverside
(1998)
EXPERTISE:
● WHO air quality guidelines
● IPCC guidance and protocols
● U.S. Ambient Air Quality
Standards
● NEPA guidelines
● CEQA guidelines
CERTIFICATIONS:
● Certified Air Dispersion
Modeler, Lakes Environmental
2004
● Environmental Planning
Certification, University of
California, Riverside, 2002
● Air Quality Certification,
University of California,
Riverside, 2001

PROFESSIONAL REGISTRATIONS AND
AFFILIATIONS:
● Air & Waste Management
Association
● Association of Environmental
Professionals
● National Association of
Environmental Professionals
MEET MICHAEL:

Mr. Hendrix has over 24 years of experience involving air quality and greenhouse gas (GHG) emissions analysis, climate change analysis, and climate action planning. He has done extensive research analyzing specific technical issues of air quality, GHG emissions, and global climate change, as they relate to project compliance with World Health Organization (WHO) air quality guidelines, United Nations Intergovernmental Panel on Climate Change (IPCC) guidance and protocols, United States Ambient Air Quality Standards (AAQS), the National Environmental Policy Act (NEPA), and the California Environmental Quality Act (CEQA). His experience also includes public outreach efforts for project-specific meetings and for informing local and State officials on general air quality and GHG emissions issues.

RELEVANT PROJECT EXPERIENCE:

City of Chino, On-Call Air Quality Analysis, Greenhouse Gas Analysis, and CAP Review Services. Chino, San Bernardino County, California Michael Hendrix assisted the City in the development of the City’s CAP and 2030 CAP Update. The CAP Update provides a legally defensible document that future projects can tier from in the analysis of climate change during the CEQA process, which streamlines project approval and implementation. Mr. Hendrix developed GHG Screening Tables to facilitate discretionary project review and analysis streamlining, and allowed a flexible way for future discretionary development projects to demonstrate consistency with, and tier from, the CAP. Mr. Hendrix also provides the City On-Call air quality and GHG analysis review services and reviews the CEQA analyses of discretionary development projects for compliance with CEQA and conformity to the City’s CAP Update.

County of Riverside Transportation, and Land Management Agency, Climate Action Plan. Riverside County, California
Mr. Hendrix supervised the development of this project in two phases. In Phase One, Mr. Hendrix calculated communitywide and municipal emission inventories for the County, set 2020 and 2035 reduction goals, and provided energy performance standards for new development projects as part of the General Plan Update. Phase 2 provided a Draft Climate Action Plan (CAP) that developed a detailed comprehensive set of reduction measures and implementation strategy to meet the reduction goal. Michael developed a menu of reduction options called Screening Tables that allowed a flexible way for future development projects to demonstrate consistency with, and tier from, the CAP, which streamlines the CEQA analysis of those development projects. The CAP provides a legally defensible document that future projects can tier from in the analysis of climate change during the CEQA process, which will streamline future project approval and implementation. Mr. Hendrix trained County planning 44

MICHAEL HENDRIX

CLIMATE CHANGE AND AIR QUALITY CONSULTANT
City of Ontario, Municipal and Community Climate Action Plans. Ontario, San Bernardino County, California Mr. Hendrix was technical advisor and assisted the City in the development of the municipal and community Climate Action Plans (CAPs). The CAP development process included inventories, forecasts, reduction targets, and reduction measures. The municipal CAP was completed in 2012 and the community CAP was completed in 2014. To facilitate the implementation of the community CAP, Mr.

Hendrix designed a GHG development review process and associated Screening Tables to ensure that new development would be consistent with the City’s CAP. Through a menu of reduction options, the Screening Tables allow flexibility in how new development implements the reduction measures. The Screening Tables allow new development projects to tier from and demonstrate consistency with the reduction target established in this CAP, thus streamlining the CEQA analysis of project-level GHG emissions as described in CEQA Guidelines §15183.5. The Screening Table is provided to the applicant, who then chooses from a list of GHG emissions-reducing design features that are each assigned a point value. The point values are allocated based on the effectiveness of the strategy in reducing GHG emissions. In order to demonstrate consistency with the CAP, a project that earns 100 points from the Screening Table would implement the project’s fair-share portion of GHG emission reductions within the CAP.

San Bernardino Associated Governments, Multijurisdictional Greenhouse Gas Reduction Plan. San Bernardino County, California
Mr. Hendrix served as a technical advisor to San Bernardino Associated Governments (SANBAG) in developing inventories, traffic modeling, and reduction measures for this multijurisdictional plan. In addition, he served as Project Manager for the EIR in compliance with CEQA. This project was a cooperative planning effort that included 21 cities and the County of San Bernardino with a goal of reducing GHG emissions within the region. The project included a regional traffic model that is compatible with the Senate Bill (SB) 375-compliant Southern California Association of Governments (SCAG) modeling effort to demonstrate on-road transportation sector GHG reductions and a Sustainable Community Strategy (SCS) for the region. SANBAG was the lead agency for the project. The plan fulfilled the requirements of CEQA Guidelines Section 15183.5–Tiering and Streamlining the Analysis of GHG Emissions and allowed CEQA streamlining of future development project analysis within the 21 participating cities and the County.

County of San Bernardino Land Use Services Department, On-Call Air Quality and Greenhouse Gas Analysis Review Services. San Bernardino County, California
Mr. Hendrix provided technical review services to the County reviewing CEQA air quality analysis, Greenhouse Gas (GHG) emissions analysis, and health risk assessments (HRA) for discretionary development projects that the County is Lead Agency. He also reviewed discretionary development projects use of the San Bernardino County GHG Reduction Plan Development Review Process to ensure that the CEQA Streamlining tools including the GHG Screening Tables and County Specific Efficiency Standards were followed correctly. Michael provided County Planning Staff with training on how particular discretionary development projects including logistics/warehousing need to be depicted in air quality models, when to require and HRA, and red flags to look for in air quality analyses. This training resulted in County staff finding errors in the air quality and GHG emissions CEQA analyses, and at times, requesting Michael to provide a technical review of suspicious or technically complex air quality analyses.
www.SummitWestEnv.com
staff in the use of the Screening Tables during CEQA review of discretionary development projects.
45

MICHAEL HENDRIX

CLIMATE CHANGE AND AIR QUALITY CONSULTANT
County of San Bernardino Land Use Services Department, Settlement Agreement between the County of San Bernardino and the California Attorney General’s Office to Provide a GHG Reduction Plan. San Bernardino County, California Mr. Hendrix served as technical advisor to the County during the development of the GHG Reduction Plan. In that role, Mr. Hendrix participated in meetings with the State Attorney General’s Office, the South Coast Air Quality Management District (SCAQMD), the Mojave Desert Air Quality Management District (MDAQMD), the California Air Resources Board (ARB), and the Governor’s Office of Planning and Research to determine the exact scope of work needed to develop and implement the GHG Reduction Plan. He met regularly with the SCAQMD and MDAQMD in the development of the various GHG Emissions Inventories (for years 2006, 2020, and 2030).

Mr. Hendrix also supervised and assisted in data collection for these various emissions inventories in coordination with technical staff at SCAQMD and MDAQMD. Mr. Hendrix negotiated the details needed to fulfill the settlement agreement with the Attorney General’s Office on the County’s behalf. In this role, Mr. Hendrix has acted as an intermediary between these various State Agencies and the County. As a result, the ARB and SCAQMD have both looked to San Bernardino County for guidance on how to address these issues in CEQA analysis of GHG emissions and climate change. Mr. Hendrix played a vital role in reversing the relationship between the Attorney General’s Office and the County of San Bernardino from one of adversaries on the issues of GHG emissions and climate change to one of cooperation.

County of San Bernardino Land Use Services Department, Initial Study/Mitigated Negative Declaration for Gas Station Projects (Devore Gas Station and Bloomington Gas Station). San Bernardino County, California Mr. Hendrix provided two Initial Studies/Mitigated Negative Declarations, for a pair of gasoline service stations within the unincorporated areas of San Bernardino County. The Bloomington Gas Station Project included a service station and convenience store on a ½ acre site adjacent to the I-10 freeway in the unincorporated community of Bloomington. The Devore Gas Station Project included a service station, convenience store, and restaurant on a 1.4-acre site adjacent to the I-215 freeway in the unincorporated community of Devore. The Devore Gas Station Project was controversial because it was a new discretionary development within a rural community. The Devore Rural Protection Association (DARPA), opposed the proposed project because members of DARPA felt that the proposed project would generate more vehicle traffic, potentially contaminate potable water supply wells approximately 1/4 mile south of the project site, and disrupt the rural nature of the community. In total, over 65 comment letters were received from DARPA and other community members. Mr. Hendrix was able to provide responses to comments in a non-confrontational tone that together with community meetings addressed community concerns and calmed community members. County staff listened to the community and offered solutions that is resulting in the proposed project becoming a locally-serving project with minor design modifications to better fit the proposed project into the rural nature of the community.

California High-Speed Rail Authority, California High-Speed Rail Project: San Francisco to San Jose Segment. San Jose, Santa Clara County, California
Mr. Hendrix supervised the Greenhouse Gas Emissions Offset Analysis of the San Francisco to San Jose segment of the California High-Speed Rail Project for the forthcoming Draft Environmental Impact Statement/Environmental Impact Report (EIS/EIR). The analysis included review of the electrification of the Caltrain rail line as a component of the project. The EIS/EIR analysis also reviewed potential air quality impacts, including health risks, to determine impacts to the adjacent receptors from the construction and operation of a high-speed rail line through the area. The analysis used the AERMOD dispersion model and focused on the potential cancer and non-cancer health risks from diesel-operated construction equipment along the line. In addition, the analysis addressed potential for creating carbon monoxide hotspots through project-level increases in traffic idling at intersections or in parking lots at or www.SummitWestEnv.com
46

MICHAEL HENDRIX

CLIMATE CHANGE AND AIR QUALITY CONSULTANT
in the vicinity of the Diridion station. The analysis uses current methodology for determining cancer and non-cancer risks and carbon monoxide impacts and based the significance findings on compliance with Bay Area Air Quality Management District thresholds.

AWARDS:
2021 Merit Award for Providing Guidance to the San Luis Obispo County Air Pollution Control District’s 2021 Interim CEQA Greenhouse Gas Emissions Thresholds, Association of Environmental Professionals The San Luis Obispo County Air Pollution Control District (SLO APCD) nominated Michael Hendrix for this award for his valuable discussions, sound input, and guidance that assisted in the development and refinement of SLO APCD’s 2021 Interim California Environmental Quality Act (CEQA) Guidance for Significance of Greenhouse Gas Emissions. This guidance document provides the technical criteria for CEQA Lead Agencies in San Lois Obispo County to use in determining the significance of greenhouse gas emissions during the CEQA process of development projects. 2013 Consulting & Engineering: Energy and Carbon Management Silver Award, Climate Change Business Journal The award recognized the Climate Action Planning Team, led by Mr. Hendrix, in its development of technology that can help in building a more sustainable economy. The Microsoft Excel-based screening tables provided a menu of options, including energy efficiency, renewable energy, waste diversion, water conservation, transportation-related emissions reductions, GHG emission reduction credits, and other measures. Businesses that develop a new project or expand an existing facility can choose from these options to meet their “fair share” of the County’s GHG reduction goals. The table menus allow maximum flexibility so that businesses and developers can meet reduction allocations and reduce carbon using a business-friendly approach.
2012 Outstanding Environmental Resource Document, Escondido Climate Action Plan, Association of Environmental Professionals
This award was given to the Project Team, led by Mr. Hendrix, for the Escondido Climate Action Plan. The awards jury recognized innovations that improved climate action planning and the reduction of GHG emissions. Innovations within the Climate Action Plan included new ways of providing emission inventories that separated emission sources attributable to the jurisdiction from those of neighboring jurisdictions.

PUBLICATIONS:
● Hendrix, M., Rich Walters, et al. “Best Practices in Climate Action Planning,” AEP White Paper, June 2018.
● Hendrix, M., Rich Walters, et al. “Production, Consumption, and Lifecycle Greenhouse Gas Inventories: Implications for CEQA and Climate Action Plans,” AEP White Paper, August 2017. ● Hendrix, M., Rich Walters, et al. “Beyond Newhall and 2020: A Field Guide to New CEQA Greenhouse Gas Thresholds and Climate Action Plan Targets in California,” AEP White Paper, October 2016. ● Hendrix, M., Rich Walters, et al. “Post 2020 Target Setting for Climate Action Plans,” AEP White Paper, March 2015.
● Hendrix, M., Rich Walters, et al. “California Supplement to the U.S. Community-wide GHG Emissions Inventory Protocols,” AEP White Paper, December 2013.
● Hendrix, M., Chris Gray, and Rich Walters. “SB 375 Consistency in CEQA,” AEP White Paper, May 2012.
● Hendrix, M., Nicole Vermilion, et al. “Forecasting and Target Setting,” AEP White Paper, May 2012. ● Hendrix, M. “Community-wide Greenhouse Gas Emission Inventory Protocols,” AEP White Paper, March 2011.
● Hendrix, M. “Addressing Global Climate Change Impacts of Projects in CEQA Documents,” California Chapter, American Planning Association Journal, September–October 2007. www.SummitWestEnv.com
47

KELLY HAVENS

SENIOR ENGINEER
RELEVANT PROJECT EXPERIENCE:

Fairfield Suisun Sewer District, Kellogg Resiliency Project, Suisan, CA.

Ms. Havens is managing a multi-consultant project team to design a stormwater management and climate resilience solution in Suisun City. As part of the project, she is managing and advising on hydrologic modeling of Municipal Regional Stormwater Permit (MRP) compliant green stormwater infrastructure (GSI) and permitting studies and CEQA documentation prepared by a subconsultant.

City of San Pablo, Sutter Avenue Urban Greening, San Pablo, CA.

Ms. Havens serves as technical advisor for this multi-benefit GSI 100% design plans, specifications, and estimates (PS&E) project located in a disadvantaged community. She developed the project scope of work and coordinated with CBO partner the Watershed Project on public outreach approaches. Ms.

Havens led H&H modeling, developed a memo, and participated in Water Board negotiations on MRP C.3.j credits.

City of Oakland, Hydrology and Stormwater Engineering Services, Oakland, CA.

Ms. Havens manages Geosyntec’s subcontract to update the City’s Storm Drainage Master Plan (SDMP).

Ms. Havens led desktop and field analyses to prioritize City sites for regional stormwater treatment and flood mitigation projects, including hydrologic considerations. She managed 10% concept designs for www.SummitWestEnv.com
CONTACT:
(561) 995-0900
[email protected]
Oakland, CA
EDUCATION:

B.S., Environmental Science,
University of California, Riverside
(1998)
EXPERTISE:
● Stormwater management
● Resilience and adaptation
● Funding approaches
CERTIFICATIONS:
● Professional Civil Engineer
(P.E.), California, Number
80044
MEET KELLY:

Kelly Havens, a licensed Professional Civil Engineer with a master's degree in Civil Engineering from UCLA, boasts over fifteen years of expertise in managing, directing and contributing to stormwater management and climate resilience projects. Currently serving as a Senior Engineer at Geosyntec's Oakland office, she leads various initiatives such as the Kellogg Resiliency Project in Suisun City and the Sutter Avenue Urban Greening project in San Pablo.

Her responsibilities range from managing multi-consultant teams to advising on technical aspects like hydrologic modeling and regulatory compliance. Additionally, she provides technical support to organizations like the Contra Costa Clean Water Program, contributing to tasks related to stormwater permit compliance and resource planning. Havens' extensive experience also includes managing projects such as wetland restoration, regional alternative compliance systems, and sea-level rise adaptation plans, demonstrating her versatility and expertise in the field.

PROFESSIONAL EXPERIENCE:

SENIOR ENGINEER, Geosyntec, Oakland, CA (2008–Present)
Responsibilities include project management and direction, proposal development, junior staff technical training, development of technical approaches, technical report writing, facilitation of technical meetings, publications and presentations, and review of engineering calculations and models.
48

KELLY HAVENS

SENIOR ENGINEER
three sites. Ms. Havens separately manages the City’s GSI Plan implementation project, developing GSI guidance, including drainage related guidance.

City of Contra Costa, Clean Water Program Technical Support and Stormwater Resource Plan, Contra Costa Clean Water Program, CA.

Ms. Havens provides technical support to the CCCWP for Municipal Regional Stormwater Permit (MRP) compliance tasks relating to Provisions C.11/12 POC controls and Provision C.3 GSI planning. She was the technical approach lead for the Contra Costa County PCBs and mercury reasonable assurance analyses (RAAs), which included hydrologic and water quality modeling and geospatial calculations. She also served as a technical lead for the Contra Costa Watersheds Stormwater Resource Plan, developing methodologies to identify, assess, and analyze stormwater capture and GSI opportunities.

Confidential Client, Development Project, Los Angeles County, CA.

Ms. Havens provided support for CEQA related stormwater management planning tasks for a master-planned community. Ms. Havens provided technical advising to staff performing hydrologic and water quality statistical modeling methods, methods she has used on projects over the past 15 years.

Monterey Regional Water Pollution Control Agency, Monterey Peninsula Stormwater Resource Plan, Monterey, CA.

Ms. Havens assisted clients in procuring a Prop 1 Planning Grant and then managed the multi-consultant project to develop a Stormwater Resource Plan. The project identified multi-benefit stormwater capture project opportunities, with a focus on water supply resilience. As part of the project she managed geospatial and drainage analyses, six concept designs, a 30% design, and CEQA checklist developed by a subconsultant.

Contra Costa County, Contra Costa County Wetland Restoration and GSI, Contra Costa, California.

Ms. Havens managed a project focused on developing 10% concept designs and funding strategies for a green street GSI retrofit project in the Bay Point community and a separate Tidal Wetland restoration project considering SLR, and GSI retrofit for a Bayside park. The project included desktop and field analysis, concept designs, cut-fill analysis, and a funding strategy memorandum.

City of San Pablo and Contra Costa County Clean Water Program, Contra Costa County Regional Alternative Compliance (RAC) System, San Pablo, CA.

Ms. Havens managed a multi-consultant team to develop the RAC System, which supports inter-jurisdictional exchanges of treated stormwater. Ms. Havens led TAC, advisory, and project management team meetings, a Summary Report, workshops, and a Literature Review. She supported CCCWP with a successful $1 million USEPA grant application and now manages the WQIF-funded Clean Watersheds for All Project.

Los Angeles County Public Works, Dockweiler Beach Sea Level Rise (SLR) Adaptation Plan, CA.

Ms. Havens is managing a Sea Level Rise Adaptation Plan for Dockweiler Beach box culvert replacement for a Coastal Commission Development Permit. The Plan includes hydrologic modeling and a risk analysis and impact analysis of several alternatives to the permitted project. www.SummitWestEnv.com
49

MIGUEL PARAMES

SENIOR ENGINEER
www.SummitWestEnv.com
CONTACT:
(619) 810-4025
[email protected]
San Diego, CA
EDUCATION:

M.S., Civil and Environmental
Engineering, University of
California, Davis (2010)
B.S., Civil Engineering, University
of California, Davis (2007)
EXPERTISE:
● Hydrology and hydraulics
● Civil Design
● Construction Support
● Erosion and Sediment Control
● Regulatory Compliance
REGISTRATIONS & CERTIFICATES:
● Registered Civil Engineer,
California, C79851
● Qualified SWPPP Developer,
California, C79851
● Qualified SWPPP Practitioner,
California, #26484
● OSHA 24 Hour HAZWOPPER
● MSHA
AFFILIATIONS:
● Society of American Military
Engineers – 2014
● American Society of Civil
Engineers – 2010
● International Erosion Control
Association – 2014
● California Stormwater Quality
Association – 2016
MEET MIGUEL:

Miguel Parames, P.E., QSP/D, is a registered professional engineer in California with over 17 years of experience in civil and environmental engineering. Miguel has a strong educational background in hydrology and hydraulics including a Master’s degree in Civil and Environmental Engineering with a focus on water resource engineering. Beyond his education, his work experience includes hydrologic engineering, hydraulic analysis of rivers and structures, two-dimensional floodplain modeling, dam breach modeling, civil design, EOR services, and construction oversight.

Miguel’’s primary fields of practice include hydrology and hydraulics, civil design, BMP selection and design, construction oversight, construction dewatering and storm water management specializing in NDPES compliance. For the past 10 years, his work has focused on civil design, storm water modeling, erosion and sediment control, regulatory compliance, and post-fire hazard assessments. He is proficient in using several hydraulic and hydrologic computer modeling programs including: HydroCAD, SWMM, HEC-HMS,
HEC-RAS, HEC-RAS2D, and FLO-2D.

PROFESSIONAL EXPERIENCE:

Geosyntec Consultants. San Diego, California ( 2014-present) Led projects in civil and environmental engineering, specializing in hydrology, hydraulics, and erosion control. Managed significant projects such as Oroville Emergency Recovery - Spillway.

WEST Consultants, Inc. San Diego, California ( 2010- 2014) Focused on hydrology, hydraulics, and civil design projects.

Contributed to stormwater conveyance system designs and ensured compliance with regulations.

USACE Hydrologic Engineering Center. Davis, California (2008-2010) Engaged in research and modeling related to hydrologic engineering, hydraulic analysis, and floodplain management.

Foulk, Gomez and Associates, Inc.. Vacaville, California, 2005- 2007 Specialized in civil engineering projects with a focus on design, construction support, and regulatory compliance. Developed erosion and sediment control plans and conducted hydrology evaluations. 50

MIGUEL PARAMES

SENIOR ENGINEER
RELEVANT PROJECT EXPERIENCE:

Oroville Emergency Recovery - Spillway, Kiewit Infrastructure West, Oroville, CA.

Miguel acted as the lead QSD and QSP for the Oroville Emergency Recovery – Spillways (OER-S) project under Kiewit (prime contractor).
350-acre site for 2017-2018, 2018-2019, and 2019-2020 rain season Miguel’s’ responsibilities included developing an erosion and sediment control plan, including developing erosion and sediment control best management practices (BMPs) for disturbed areas of construction and performing a hydrology and hydraulic evaluation to size drainage conveyances and sediment ponds. In addition, Miguel developed an Active Treatment System Plan for managing storm water runoff within the concrete batch plant on-site. Miguel led a team of SWPPP inspectors responsible for performing California Construction General Permit (CGP) required inspections and maintaining regulatory compliance throughout the duration of the project.

Miguel successfully used the RUSLE2 erosion modeling software to demonstrate that the final stabilization plan met CGP permit requirements for Notice-of-Termination (NOT). The NOT was accepted within 6 weeks of submittal. Miguel also supported the development of a construction water management plan to manage process water from concrete activities under the Region 5 Waste Discharge Requirements Limited Threat Discharges to Surface Water Permit and developed a site-specific Aggregate Wash Water Management Plan.

New River LOMR, Imperial County Public Works
Imperial County, California
Miguel was responsible for leading the FEMA Letter of Map Revision (LOMR) for the FEMA Special Flood Hazard Area (SFHA) Zone A portion of the New River near a waste landfill. The project included developing a hydraulic model using FEMA published flows and drone topography.

Miramar Landfill Storm Water Conveyance Improvements, Imperial County Public Works City of San Diego, CA
Miguel was the lead design engineer and engineer of record (EOR) for storm water conveyance improvements at Miramar Landfill. Project components included plans, specifications and estimates with 30%, 60%, 90%, 100%, and Final submittals. Miguel’s responsibilities included preparing hydrologic and hydraulic models following City standards, designing storm water conveyances, designing sediment traps and culverts, expanding an existing sediment basin, designing roads, and erosion and sediment control specifications. Miguel was in charge of all design and worked closely with the engineers, CAD designers, and City staff. Miguel served as the EOR during bid solicitation and construction. As EOR, Miguel was responsible for reviewing submittals, responding to request-for-information (RFIs), design changes, and attending weekly construction meetings.

Honor Rancho Storm Water Basin Improvements
Southern California Gas, Santa Clarita, CA
Miguel was the lead design engineer for a new storm water basin at Honor Rancho Gas Storage Field.

Project components included a sediment trap, forebay, sediment basin, culverts, spillways, and roads.

Miguel’s responsibilities included preparing hydrologic and hydraulic models following Los Angeles County standards and designing project components. Miguel was in charge of all design and worked closely with the engineers, CAD designers, and City staff.
www.SummitWestEnv.com
51

MIGUEL PARAMES

SENIOR ENGINEER
Robinson Mine Drainage and Grading Recommendations
Robinson Nevada Mining Company, Ruth, Nevada
Robinson Mine hired Geosyntec consultants to conduct a drainage evaluation of the facility to determine areas of nuisance ponding and provide recommendations for increasing runoff. As part of a drainage recommendation study, Miguel delineated drainage areas for existing conditions, developed flow paths, and determined routing for the facility. Miguel used TR-55 to calculate storm volumes and flows through existing drainage infrastructure.

Dam Breach Analysis for Coal Combustion Residual Ponds
Confidential Client, Midwest US
Miguel assisted the evaluation for compliance of multiple Coal Combustion Residual (CCR) ponds with the EPA’s 2015 Final Rule governing disposal of CCR from electric utilities. Miguel’s responsibilities included leading the dam breach scenario evaluation to determine the hazard potential classification using the two-dimensional hydraulics program FLO-2D. Miguel calculated dam breach parameters and developed inundation maps under both sunny day and probably maximum flood (PMP) conditions to evaluate the risk to structures and human life caused by potential impoundment failures.

PUBLICATIONS:
● Parames, Pedro M., "Comparing TRMM-based Multi-Satellite Precipitation Analysis (TMPA) Data with Ground-based Rainfall Data,” Graduate Thesis, University of California, Davis, California, March 2010
● Prakash, O., Curtis, David C., Parames, Pedro M., Harris, David J., “Comparisons of Satellite Derived Precipitation Products with Multisensor Precipitation Estimation over Southeast United States,” Proceedings, American Geophysical Union Conference, San Francisco, California, December 2011
● Stefanovic, D., Parames, P.M., Teal, M.J., “Urban Reservoir Breach Analysis and Flood Inundation Mapping,” – Proceedings, United States Society on Dams
www.SummitWestEnv.com
52

MARK BROWN

ASSOCIATE PLANNER, TRAFFIC LEAD
CONTACT:
(510) 444-2600
[email protected]
Pinole, CA
EDUCATION:

Master of Planning (MPA)
Transportation Emphasis,
University of Southern California,
Los Angeles CA (2000)
B.A. Urban Studies and Planning,
Transportation Emphasis,
University of California, San Diego,
San Diego CA (1997)
PROFESSIONAL HISTORY:
● 2023-Preset - W-Trans
● 2022-2023 - City of Vallejo
● 2008-2012 - MUB Consulting
● 2003-2007 - Kimley-Horn and
Associates
● 2000-2003, 2008-2010 - Alta
Planning + Design
MEET MARK:

Associate Planner Mark Brown manages projects and provides support for transportation impact studies, GIS, mapping and transportation planning services.

Mark J. Brown graduated from the University of Southern California in 2000 with a Master of Planning (MPL) and a strong transportation planning emphasis. Originally from the San Fernando Valley of Los Angeles, Mark has been involved in a broad range of transportation projects, having managed numerous transportation impact studies and active transportation master planning efforts across California.

His expertise also extends to geographic information systems, transit alternatives analysis, traffic planning, environmental impact assessment and mitigation as well as mapping and public outreach.

Mark firmly believes in a balanced approach to transportation planning that includes all modes of travel to maximize competitive travel options. His lifelong passion is cartography, and he is especially keen on producing easily understood maps that convey relevant and critical information succinctly for clients and the public.

RELEVANT PROJECT EXPERIENCE:

Transportation Impacts
Healdsburg – Splash Car Wash Transportation Impact Study Lakeport – Tribal Health Consortium Transportation Impact Study Larkspur – Marin County Mart Circulation Assessment (CAP) Study Napa County – Napa Business Park Transportation Impact Study Richmond – 3111 Garrity Way Transportation Impact Study Rohnert Park – Before Surveys on Various Corridors
Sebastopol – The Canopy Transportation Impact Study
Sonoma County – Robledo Family Vineyards Expansion Transportation Impact Study
Geographic Information Systems and Mapping
Davis – Bike Network Sign Inventory
Solano County – Comprehensive Transportation Plan Update Sonoma – General Plan Update and EIR
Active Transportation Planning
Davis – Bike Network Sign Inventory
South Pasadena – Bicycle Master Plan Update
West Hollywood – Bicycle and Pedestrian Mobility Plan
Local and Countywide Plans
Solano County – Comprehensive Transportation Plan Update Sonoma – General Plan Update and EIR
Parking
San Carlos – Downtown Parking Study
San Rafael – 1010 Northgate Drive Parking Study
www.SummitWestEnv.com
53

PROPOSAL TO PROVIDE

CITY OF PINOLE
MAY 6,
2024
4LEAF, INC.
2126 RHEEM DRIVE
PLEASANTON, CA 94588
(925) 462-5959
TO THE

ON-CALL &

ENVIRONMENTAL

PLANNING SERVICES

TABLE OF CONTENTS
3 - 4 SECTION B

SCHEDULE OF WORK

SECTION A

COVER LETTER
5 - 7 SECTION C

PROFILE OF THE FIRM
8 - 15 SECTION D

ORGANIZATION & STAFFING
16 SECTION E

SUBCONSULTANTS
17 SECTION F

DESCRIPTION & APPROACH
18 SECTION G

COST PROPOSAL
19 - 36 SECTION H

REQUIRED STATEMENTS & DOCUMENTS
37 - 38 SECTION I

RESUMES & REFERENCES
1 - 2

SECTION A

ON-CALL & ENVIRONMENTAL

PLANNING SERVICES

COVER LETTER

CITY OF PINOLE
4LEAF, INC.

FOR THE

PROPOSAL TO PROVIDE

Construction Management • Inspection • Plan Check • Planning • code enforcement

2126 Rheem Drive • Pleasanton, CA 94588 • Phone (925) 462-5959 City of Pinole May 6, 2024
Community Development Department
2131 Pear Street
Pinole, CA 94965
Attn: Lilly Whalen,
Community Development Director
RE: Proposal to Provide On-Call & Environmental Planning Services.

Dear Ms. Whalen,
4LEAF, Inc. (4LEAF), a California “C” Corporation, is pleased to present our proposal to provide On-Call & Environmental Planning Services to the City of Pinole (City). 4LEAF is a full-service firm and we have been providing professional consulting services to over 350+ clients throughout California for more than 23 years.

We expand our services organically as industry and client needs fluctuate and have built a qualified Planning team capable of providing strong, experienced, and professional Planning and Environmental services that will excel in meeting the City’s Planning needs. 4LEAF is the ideal firm of choice for the following reasons:
 Familiar & Local Consultant
4LEAF has been providing Plan Review, Inspection, and Staff Augmentation Services to the City of Pinole since 2014. Our firm is very familiar with the City’s staff and procedures. Additionally, we have been providing OnCall Planning and Environmental Services to many clients located throughout the Bay Area. The contract would be handled out of our headquarters located in the City of Pleasanton. One of the biggest strengths of our team is in our depth and history of providing flexible staffing options to our clients. We are currently providing services for local clients including:
• City of Concord
• City of Rohnert Park
• City of Cotati
• City of Healdsburg
• City of Hollister
• City of Palo Alto
• City of Cupertino
• City of San Jose
• City of Fremont
• City of Belmont
• City of Redwood City
• City of Half Moon Bay
• County of San Mateo
• County of Alameda
• County of Santa Clara
• County of Sonoma
• County of Lassen
• Napa Sonoma
Collaborative – Regional
Planning Policy &
Technical Assistance
 Flexible Staffing Model
One of the biggest strengths of our team is in our depth and history of providing flexible-staffing options to our clients. By having 6 California offices and 500+ employees (including 40+ planners), 4LEAF has the dedicated resources to provide the appropriate levels of staffing to the task/work orders issued by the City. This positions our firm to provide a cost-efficient business model that allows our team to be budget-conscious while simultaneously serving each assignment. 4LEAF offers a comprehensive list of Planning personnel including:
 Principal Planners
 Senior Planners
 Associate Planners
 Assistant Planners
 Planning Technicians
 Housing Element Specialists

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole 2126 Rheem Drive • Pleasanton, CA 94588 • Phone (925) 462-5959  On-Call Expertise
4LEAF is the most reliable provider of on-call, as-needed staff augmentation services for Current and LongRange Planning including project processing support, technical analysis, specific development projects, preparation of various planning documents, planning counter support, General Plan Updates, Specific Plans, Housing Element Updates, Zoning Ordinances, Municipal Code, and Environmental review. Our highly adaptable proprietary network of qualified professionals is consistently able to fulfill the unique, localized needs of our many municipal clients. We’re committed to tackling staffing challenges head on, providing our clients with 24-hour turnaround staffing placement options and expedited on- and off-site services full- or parttime as needed.  Project Understanding
After reading the City’s proposed Scope of Work, 4LEAF understands what the City of Pinole is looking for and can provide experienced Planner’s to assist with processing land use entitlement applications, customer support, and current/long-range planning as needed. The scope of work includes project management and communication by the 4LEAF Project Manager. Our staff duties encompass ministerial and discretionary case processing, including California Environmental Quality Act (CEQA) documentation and mitigation, General Plan, and Zoning conformance reviews. Our team will provide hearing support to the City by preparing complete hearing packets that incorporate staff reports, ordinances, findings, conditions of approval, responding to comments, PowerPoint presentations, and attendance at required meeting of City advisory committees, the Planning Commission, and the Pinole City Council.
 Leadership
The contract with the City of Pinole will be managed by Michael Renner, CBO and Daniel Hortert, AICP. Michael will handle all contractual details, project discussions, and staffing requests. Michael and Daniel have a proven record of success managing projects for cities and counties throughout California and will be available to the City for any needs involving this contract.
 Contact
Executive Project Manager Project Manager / Director
of Planning
4LEAF
Headquarters
Michael Renner, CBO
Office: (925) 462-5959
Mobile: (925) 785-3581
Email: [email protected]
Daniel Hortert, AICP
Office: (925) 462-5959
Mobile: (925) 999-6184
Email: [email protected]
2126 Rheem Drive
Pleasanton, CA 94588
Office: (925) 462-5959
Website: 4LEAFINC.COM
As President of 4LEAF, I am authorized to bind the firm and guarantee the proposal will be valid for a period of at least 90 days from the date of submittal and accepts the terms and conditions of the Consulting Services Agreement (Attachment A) of the RFP. 4LEAF acknowledges receipt of the following Addendums: Addendum No. #01, dated April 29, 2024 and Addendum No. #02, dated April 29, 2024. We appreciate this opportunity to provide our proposal. Should you have any questions, please do not hesitate to reach out using the contact information provided above.

Respectfully submitted,
Kevin J. Duggan
President

SECTION B

ON-CALL & ENVIRONMENTAL

PLANNING SERVICES

PROFILE OF THE FIRM

CITY OF PINOLE
4LEAF, INC.

FOR THE

PROPOSAL TO PROVIDE

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 3 Section B: Profile of the Firm May 6, 2024
SECTION B: PROFILE OF THE FIRM
4LEAF, Inc., is a California “C” Company that was established in 1999 and incorporated in 2001. Our extensive team of engineers and managers are fully equipped with training and experience to provide complete services including planning, plan check, inspection, permit technician assistance, code enforcement, professional development training, and other related professional and technical services to the City. Our goal is to set the industry standard for excellent customer service. Over the past 23 years, our firm has grown to over 500 personnel and ten (10) office locations throughout California, Washington, Nevada, Arizona, and New England, and are able to serve any full-time of part-time need the City may have, regardless of scope and duration. 4LEAF employs 50+ professional planners with a variety of skills and experience necessary to meet the City’s needs. 4LEAF approaches client relationships differently than what you might encounter with a large corporation.

The 4LEAF philosophy is to be the best firm by providing our clients with outstanding customer care and firstrate customer service—we put our philosophy into action by building relationships and prioritizing the needs of our clients. This has led us to become the industry leader in providing planning services to public agencies.

Primary Contacts within the Firm
President – Kevin J. Duggan
Phone: (925) 462-5959 - Office
Email: [email protected]
Project Manager/Director of Planning –
Daniel Hortert, AICP
Phone: (925) 999-6184
Email: [email protected]
Executive Project Manager – Michael Renner, CBO
Phone: (925) 785-3581
Email: [email protected]
Assistant Planning Director – Adrianna Ortiz
Phone: (925) 918-2822
Email: [email protected]
Office Locations
Bay Area - Headquarters
2126 Rheem Drive
Pleasanton, CA 94588
Sacramento
8896 North Winding Way
Fair Oaks, CA 95628
San Diego
402 West Broadway, Suite 400
San Diego, CA 92101
Santa Rosa
2235 Mercury Way, Suite 120
Santa Rosa, CA 95407
Southern California
5140 Birch Street, Second Floor
Newport Beach, CA 92660
San Bernardino
424 Vanderbilt Way, Ste A
San Bernardino, CA 92408
Washington
1201 Pacific Avenue, Suite 600
Tacoma, WA 98402
4LEAF Consulting, LLC
125 E. Reno Ave., Suite 3
Las Vegas, NV 89119
New England
132 Central St., Suite 210
Foxboro, MA 02035
Professionals
Title # of Staff Title # of Staff
Senior Planners 15 Principal Planners 7
Environmental Planners 8 AICP Accredited Planners 6
Planning Technicians 30+ Associate Planners 12+

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 4 Section B: Profile of the Firm May 6, 2024
4LEAF provides a complete range of Planning Services including Current Planning, Long-Range Planning, On-Call Planning, Specific Plans, General Plan Amendments, Updates of Housing and Safety Elements, and Environmental Compliance Review, and has worked with clients on Long-Range initiatives related to fire resiliency and disaster recovery.

We realize that budgets and staffing are a challenge, and that’s why 4LEAF is willing to explore cost-saving opportunities for our clients. We regularly partner with other consulting firms who share our philosophy. We are proud of our reputation as a collaborative team that is willing to jump in and do the work to deliver quality products on time and on budget. Our flexibility is key to providing our public agency clients with services that are truly responsive to their needs and their budgets. To this end, we welcome adjustments to our proposed approach. We believe the collaborative partnerships we foster with municipalstaff and other consulting firms is the best approach to meet the requirements specific to the projects we undertake.

Our Planners possess the technical writing and report preparation abilities needed to convey the greatest detail in a manner that is easy to understand with solid recommendations of findings rooted in the plans, policies, and codes that reinforce the City’s vision. We are dedicated to understanding the vision of a community and rigorously working towards that vision. We utilize application checklists as the foundation of our review and translate policies and regulations as they apply to planning development applications. We transpose our findings into informative, concise, and simple to understand staff reports and environmental compliance documentation. These endeavors cannot be accomplished in a vacuum and our staff are well‐versed in project management and will work diligently with other City departments and agencies, including regional agencies, to ensure that the highest levels of review and feedback are achieved.

Our proposed Planning team for the City is composed of professionals with a management team whose members individually have many years of On-Call Planning, Housing and Environmental Review experience, including providing project and program levels services from both the public and private sector perspectives. This experience enables our team to provide insight to successfully manage our Planning and Environmental Review services to the City.

Planning
• Current Planning
• Phase I & II Environmental Assessment.
• CEQA Review
• Initial Studies
• Environmental Impact Reports(EIR)
• Emer. Ordinance & Policy Drafting
• Review for Rebuilds and Temporary Housing
• Housing & Safety Elements
• Site Inspections
• Application Processing
• Developing Submittal Forms
• Property Research
• Land Use Applications
• Design Review
• Cannabis Regulations
• Long-Range Planning

SECTION C

ON-CALL & ENVIRONMENTAL

PLANNING SERVICES

ORGANIZATION & STAFFING

CITY OF PINOLE
4LEAF, INC.

FOR THE

PROPOSAL TO PROVIDE

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 5 Section C: Organization & Staffing May 6, 2024
SECTION C: ORGANIZATION & STAFFING
As your consultant, we understand that our role is to be an advocate on behalf of the City and represent the City’s best interests. 4LEAF’s team will function as an extension of City staff, seamlessly integrating with City personnel and practices, adding perspective and expertise that only 4LEAF can offer. 4LEAF holds its employees in high regard and can ensure the City that all staff involved have the knowledge, training, experience, and competencies to fulfill the roles and responsibilities of their assigned positions. We are confident in the quality team we can provide to the City and guarantee high-quality service in conformity with the City and project standards. Our team members are results- and detail-oriented and uphold the values of our company to the utmost extent—the success of which can be reviewed in the quality of past projects we have worked on. Our Planning team includes:

Management Team
Michael Renner, CBO – Executive Project Manager
Michael has successfully guided development department staff in Planning, Inspection, and Plan Review through all phases of complex and capital-intensive projects. He is experienced utilizing Planning and Development Department permitting software and directing all department responsibilities, including plan review, multi-discipline inspections, office and field supervision, regulatory compliance, code interpretation, and project acceptance.

Michael will assist the City with contractual or project needs.

Office – (925) 462-5959 | Cell – (925) 785-3581 | Email – [email protected] Daniel Hortert, AICP – Project Manager / Director of Planning Daniel has over 30 years of Planning and Development services experience including over 20 as a public servant for municipalities with populations ranging from 3,500 to over 3.5 million. Daniel’s experience covers a range of municipal planning and development functions including Planner, Senior Planner, Planning Manager/Principal Planner, and Department Director for municipal, county, and private sector agencies. He is experienced in land development, construction, community engagement/education, project management, project budget control and oversight, residential, commercial, and industrial site planning and compliance review, and entitlements from single-lots to large complex master-planned communities.

Office - (925) 462-5959 | Cell - (925) 999-6184 | Email - [email protected] Erica Fraser, AICP | Principal Planner
Erica is an accomplished Principal Planner with over 20 years of professional experience in the realm of environmental review, resource management, and land use planning. She has extensive knowledge and skills in a wide variety of projects in both urban and rural areas involving project review and community outreach. With the strong ability to oversee programs and coordinate with others, Erica further shows that she is adept in her skillset on her recent assignment with the City of Hollister serving as a leader and team player. She practices objective thinking and uses unbiased approaches to conflict resolution.

Office - (925) 462-5959 | Cell - (925) 918-2822 | Email - [email protected]

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 6 Section C: Organization & Staffing May 6, 2024
Supporting Staff
Adrianna Ortiz – Assistant Planning Director
Adrianna is an exceptional professional with over 15 years of planning experience in the realm of environmental review, resource management, and land use planning. She also has extensive knowledge and is proficient in environmental document preparation, subconsultant coordination, presentation, and budget and project management. Adrianna has impressive presentation and public speaking skills which she regularly exercises as a volunteer for several agencies/organizations such as Bridge of Faith, RHC Alternative Energy/Technology Program Advisory Board, and the RHC Environmental Technology Program Advisory Board.

Office - (925) 462-5959 | Cell - (951) 269-9497 | Email - [email protected] Magda Gonzalez | Senior Planner
Magda is a skilled Senior Planner with over 10 years of professional experience in the realm of environmental review, resource management, and land use Planning. She also has extensive supervisory experience and is proficient in environmental document preparation, subconsultant coordination, presentation, and budget and project management. Magda excels in her recent assignment with the City of Hollister preparing and reporting performance data, identifying trends and areas for improvement, and analyzing efforts to develop solutions to project issues that may arise.

Office - (925) 462-5959 | Email – [email protected] Isabella Burch | Environmental Planner
Isabella is a Land Use Planner and Environmental Specialist with 4LEAF. Isabella has more than five years of experience in her field. She is proficient in document preparation, specializing in the management, research, and analysis of projects subject to compliance with the California Environmental Quality Act (CEQA). She provides analytical support for a diverse client base consisting of public and private entities and has assisted such jurisdiction as Auburn, Rohnert Park, and Alameda.

Office - (925) 462-5959 | Email: [email protected]
Hana Michaelson | Assistant Planner
Hana is a talented and ambitious professional with over 17 years of customer service experience. She is highly organized, hard-working, and has successful experience working with others to achieve and maintain compliance and a safe work environment while maintaining the utmost professionalism in any situation. Her personal and professional interest in the Planning sphere makes her an ideal candidate for jurisdictions and Planning projects.

Office: (925) 462-5959 | Email: [email protected]

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 7 Section C: Organization & Staffing May 6, 2024
4LEAF Organization Chart
Michael Renner, CBO
Executive Project Manager
Additional Staff Available Upon Request
Daniel Hortert, AICP
Project Manager / Director
of Planning
Erica Fraser, AICP
Principal Planner
Isabella Burch
Environmental
Planner
Hana Michaelson
Assistant Planner
Additional 4LEAF Planning Staff Available
Jane Riley, AICP Aakash Shah Isaac Herrera
Tonya Ward, AICP Tara Hullinger Mindy Davis
Luke Lindenbusch Christian Calisaan Richa Nanavati
Juan Galvan Derrick Ortiz Sarah Wright

Magda Gonzalez
Senior Planner
Adrianna Ortiz
Assistant Planning
Director

SECTION D

ON-CALL & ENVIRONMENTAL

PLANNING SERVICES

DESCRIPTION & APPROACH

CITY OF PINOLE
4LEAF, INC.

FOR THE

PROPOSAL TO PROVIDE

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 8 Section D: Description & Approach May 6, 2024
SECTION D: DESCRIPTION & APPROACH
Project Understanding
After reading the City’s proposed Scope of Work, 4LEAF understands what the City is looking for and can provide an experienced Planning personnel from a Planning Technician to Planning Director, and everything in between. 4LEAF can provide qualified and knowledgeable staff to perform applicant-initiated applications as assigned by the City’s Community Development Department to include conformance reviews, discretionary case processing, project management, entitlement reviews, staff report preparation, zoning compliance, California Environmental Quality Act (CEQA) documentation, review of conditions of approval, and attendance at required meetings for the Planning Commission, and City Council as needed. 4LEAF has thoroughly reviewed the City’s RFQ and is proposing on the following scopes of work:
• 4LEAF will conduct preliminary review of applications during the 30-days of application completeness review pursuant to the Permit Streamlining Act (Government Code Sections 65920, et seq.). • Provide responses to public inquiries via telephone, email, mail or in person regarding permit applications for zoning, plan review comments, and other general inquiries. • Perform plan reviews and re-checks as needed.
• Applicants will be notified of any additional information or studies required to ensure a complete project description is provided prior to the application being deemed complete. • During preliminary review, an assessment of the appropriate environmental review for the project and the potential need for additional information necessary to complete CEQA and/or NEPA reviews. • 4LEAF will provide ministerial review and usher entitlement reviews through discretionary review by decision makers. This review assesses project applications for the appropriate permits and plan amendments for compliance with the City’s General Plan and Housing Element, the Zoning Code, State housing requirements, the Subdivision Map Act, Design Guidelines, and applicable objective design guidelines or specific plan requirements.
• Confer with and provide information to property owners, contractors, developers, engineers, architects, and the public regarding conformance to standards, plans, specifications, and codes. • Prepare staff reports, resolutions, ordinances, and conditions of approval and give oral presentations to the Planning Commission, City Council, and various committees and commissions, and attend evening meetings as required.
• Analyze data for economic, social, environmental, and physical factors affecting land use and prepare environmental documents for public review and adoption. • Process and review City permits, Plan Checks, Zoning Clearances, Master Sign Programs, Administrative Permits, Minor and Major Use Permits, Design and Site Review, Variances, Tree Removal Permits, Tentative Maps, Zoning Map Amendments, and General Plan and Development Code Amendments.

Approach
Our Planners possess the technical writing and report preparation abilities needed to convey the greatest detail in a manner that is easy to understand with solid recommendations of findings rooted in the plans, policies, and

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 9 Section D: Description & Approach May 6, 2024
codes that reinforce the City’s vision. We are dedicated to understanding the vision of a community and rigorously working towards that vision. We utilize application checklists as the foundation of our review and translate policies and regulations as they apply to planning development applications. We transpose our findings into informative, concise, and simple to understand staff reports and environmental compliance documentation. These endeavors cannot be accomplished in a vacuum and our staff are well‐versed in project management and will work collaboratively with other City departments and agencies, including regional and state agencies, to ensure that the highest levels of review and feedback are achieved. 4LEAF Planners will arrive on-site with a positive attitude and will make every attempt to move projects forward to achieve successful outcomes.

We are creative in our approach and can develop alternative methods to achieve the best outcome for the communities, agencies, and applicants.

The Planning Division at 4LEAF is responsible for integrating staff seamlessly into city and county jurisdictions where we are routinely called upon to supplement vacancies and staff shortages. We also provide staff augmentation services when projects require focused processing and management of a variety of land use applications for compliance with land development codes and general, adopted area, and specific plans.
4LEAF’s Planning duties include the development of submittal forms to meet statutory requirements, responding to planning and zoning inquiries on an information hotline and front counter as applicable, and conducting site inspections and property research to support application processing and public meetings. Additionally, our team evaluates development proposals for the appropriate level of environmental review in accordance with the California Environmental Quality Act (CEQA).

Current Planning (Counter Intake and Project Review)
4LEAF’s Planning duties include ensuring the project team quickly and effectively becomes familiar with City regulations. This approach minimizes the time needed for our Planning Team to become effective answering questions at the Planning Counter regarding Planning application and Environmental Review requirements as well as conducting Project review. This approach ensures cost and time effectiveness of our provision of services to the City and is a foundational principal in our Planning Team’s approach as detailed below.

Planning
• Current Planning
• Phase I & II Environmental Assessment.
• CEQA Review
• Initial Studies
• Environmental Impact Reports(EIR)
• Emer. Ordinance & Policy Drafting
• Review for Rebuilds and Temporary Housing
• Housing & Safety Elements
• Site Inspections
• Application Processing
• Developing Submittal Forms
• Property Research
• Land Use Applications
• Design Review
• Cannabis Regulations
• Long-Range Planning

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 10 Section D: Description & Approach May 6, 2024
Project Application Processing
The Counter Planning Technician is an important and vital member of the Planning Team. They will be the first person most applicants and public will encounter at the Planning Counter and will be professional, informative, and able to be appropriately empathetic with applicants in the regulatory compliance context. They will be responsible for application intake and project file creation, establishing the project review calendar, including completeness review pursuant to the Permit Streamlining Act (Government Code § 65920 et seq.).

Our team will use the existing submittal forms and advise the City of potential need for updates to keep pace with the many recent changes to Planning and Housing regulations. The Planning Technician will work with the City and 4LEAF management and planners to ensure staff assignments are confirmed for all Planning applications received. Our Planning Technician has confidence in coming up to speed quickly and providing information over the phone, via email, and assisting with project updates to the City website. Being diligent to, taking in and reviewing project applications for applicant notification of commencement of environmental review or a need for additional materials to be submitted for the City to determine the application complete.

The 4LEAF Planning and Environmental team is composed of experienced Supervisors and Senior level project managers, Associate and Assistant Planners, and Planning Technicians. Our Project Case Planners are assigned cases by the Supervisor or Project Manager in coordination with City staff.

Project review assignments will be made to our Planning team depending on the complexity of the project and the applicable experience of the Planner assigned.

Our project management approach serves to maximize team ability to process applications effectively from compliance and environmental review to design review and decision-maker hearings. This approach also ensures that our Planning Team is assigned the appropriate number of projects suited to their experience and qualifications, thereby realizing cost and time effective management as part of our approach.

Planning Review Process
Our Planning team members will come to the City informed by our prior experience processing a range of project types:
from mixed use commercial and residential projects, hotels, commercial, industrial uses, energy permitting and
environmental. Our housing project review experience
includes new, rebuilding, and temporary housing. Our planners understand compliance with a range of new legislation adopted by the Governor since 2017 aimed at addressing the statewide housing shortage at the local level. 4LEAF understands the City is looking for experienced Planning personnel. 4LEAF provides qualified and knowledgeable staff to perform applicant-initiated applications as assigned, including conformance reviews, discretionary case processing, project management, staff report preparation, review of conditions of approval, and attendance at required meetings for the Planning Commission and City Council.

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 11 Section D: Description & Approach May 6, 2024
Our Planning Team provides project review such as:
• 4LEAF will conduct preliminary review of applications during the 30-days of application completeness review pursuant to the Permit Streamlining Act (Government Code Sections 65920, et seq.). • During review of applications, assess project descriptions for CEQA determination whether adequate information is provided to allow an assessment of environmental effects consistent with the in applications for consistency with County requirements and notify the applicant. • Projects deemed to have a complete application, which are not deemed Exempt from CEQA review, shall undergo preparation of the following CEQA documents, consistent with CEQA: Initial Studies (IS), Negative Declarations (ND), Mitigated Negative Declarations (MND), Environmental Impact Reports (EIR). • Tasks may include 4LEAF peer review of Phase I & II Hazardous Substances reports, Stormwater Pollution and Prevention plans (SWPPP), Groundwater, Air Quality monitoring for both the Planning and Public Works departments.
• Provide responses to public inquiries via telephone, email, mail or in person regarding applications. • Applicants will be notified of any additional information or studies required to ensure a complete project description is provided prior to the application being deemed complete. • During initiation of project level environmental review, outreach will be conducted to adjacent local and responsible agencies for air quality, water quality, transportation planning, and tribal consultation as warranted.
• Peer review services will be provided by qualified 4LEAF staff and entail reviewing applicant prepared technical studies and tribal consultation letters submitted with project applications when needed.

Depending on the environmental review scope, 4LEAF will partner with qualified experts to provide as needed technical studies.
• 4LEAF will provide ministerial review and usher entitlement reviews through discretionary review by decision makers. This review assesses project applications for the appropriate permits and plan amendments for compliance with the City’s General Plan and Housing Element, the Zoning Code, State housing requirements, the Subdivision Map Act, Design Guidelines, and applicable objective design guidelines or specific plan requirements.

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 12 Section D: Description & Approach May 6, 2024
• Confer with and provide information to property owners, contractors, developers, engineers, architects, and the public regarding conformance to standards, plans, specifications, and codes. • Prepare staff reports, resolutions, ordinances, and conditions of approval and give oral presentations to the Planning Commission, City Council, and various committees and commissions, and attend evening meetings as required.
• Analyze data for economic, social, environmental, and physical factors affecting land use and prepare environmental documents for public review and adoption. • Perform project management duties including the maintenance of the development database and tracking of deadlines, application submittal requirements, and workload while maintaining quality work products, meeting timelines, and staying within budget. • Process and review City permits, Plan Checks, Zoning Clearances, Master Sign Programs, Administrative Permits, Minor and Major Use Permits, Design and Site Review, Variances, Tree Removal Permits, Tentative Maps, Zoning Map Amendments, and General Plan and Development Code Amendments.

Long-Range Planning
Our long-range Planning team helps cities draft General Plans, policies, and programs designed to guide their physical design and development. We have over 30 years of experience preparing housing elements, general plans, specific and area plans, and environmental documents in diverse types of ecological, land use, and socioeconomic settings. Our mission is to provide our clients with high-level professional expertise, leveraging our local experience and diverse team of experts to create a plan that is contextual and implementable, and meets the requirements and needs of the community. Our approach to every project is centered upon the design and development of innovative solutions that respond to our clients’ specific needs in a cost-effective manner.

Updating a City’s General Plan represents a unique opportunity for a community to update and better define its vision and guiding principles for the future, update policy to meet community needs and State requirements, and create easy-to-use and responsive plans that will help achieve a desired vision and goals. Our Planning team has developed a comprehensive project approach that includes an intimate knowledge of a community’s specific political and cultural setting, extensive and inclusive community outreach and engagement, comprehensive planning and community design, integrated environmental review, expert scheduling and budget management, and effective implementation tools.

The team would work with City staff, residents, neighborhood and business groups, developers, and other community stakeholders to help the City achieve its goals. Our long-range Planning Team can:
 Update and implement General Plans, including Housing Elements, Safety Elements  Prepare and update Community Plans and Specific Plans  Prepare plans for specific opportunity areas within the City. These plans may focus on economic or employment development, neighborhood design or enhancement, transit, mixed-uses, or a combination  Prepare, update, and implement a City’s Climate Action Plan

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 13 Section D: Description & Approach May 6, 2024
 Update the Zoning Ordinance to improve the planning process and development standards  Organize community programs and outreach events
Housing Planning
4LEAF Planning specializes in advanced and housing planning services, offering comprehensive solutions tailored to meet the evolving needs of communities. With a keen focus on implementing critical programs outlined in the 2023-2031 Housing Element of the General Plan, as well as adhering to the City’s Below Market Rate Housing Ordinance, our team is adept at navigating complex regulatory landscapes to ensure successful outcomes. We excel in facilitating both private and public development opportunities, providing invaluable support throughout the entire project lifecycle—from conceptual review and site plan assessment to permit processing and beyond.

Drawing upon extensive experience, we seamlessly integrate Department of Housing and Urban Development (HUD) and Department of Housing and Community Development (HCD) policies and regulations into our strategic planning approach. Our meticulous attention to detail extends to reviewing applications for completeness and consistency with local, state, and federal regulations, guaranteeing compliance and mitigating potential challenges. Our Planning Team has the expert guidance and unparalleled expertise in advancing housing initiatives and fostering sustainable community development.

In addition, 4LEAF leads the Napa Sonoma Collaborative, an ABAG-supported technical assistance effort funded by Regional Early Action Planning (REAP) grants. The Collaborative assists 16 jurisdictions in Napa and Somona counties with Housing Element updates and implementation. 4LEAF convenes regional stakeholders, guides fair housing analysis, and delivers presentations on legislative updates and planning to City Councils, Boards of Supervisors, and Planning Commissions (see https://napa-sonoma-collaborative-housing-connectrincon.hub.arcgis.com/).

Environmental Review Services
Our team evaluates the General Plan, Zoning, Subdivision regulations consistency and environmental impacts of private and public development proposals and coordinates with other divisions to ensure compliance with City standards are met with new
development. 4LEAF will prepare the Project Description for review by the City and applicant. The Project Description is an important first step in the project as it defines the project for review for Exemption from environmental review, or whether an Initial Study should be prepared. The Initial Study technical analysis will assess the project’s potential effects on the environment and existing uses as compared to the existing baseline condition.

The Project Description is an important first step in the project as it defines the project for review in the Initial Study. It also provides an important opportunity to revise the project to address environmental issues. The Initial Study technical analysis will assess the potential for the proposed project and the potential effects on the environment and existing uses from the proposed project as compared to the existing baseline condition.

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 14 Section D: Description & Approach May 6, 2024
The purposes of an Initial Study, as detailed in the CEQA Guidelines § 15063(c)(2) (Initial Study) (Purposes), are to ensure:
• Provision to the Lead Agency [City] with information to use as the basis for deciding whether there is ample support in the public record to support a Negative Declaration (ND) or with mitigation to prepare a Mitigated Negative Declaration (MND).
• Enable an applicant or Lead Agency to modify the project, mitigating adverse impacts and thereby enabling the project to qualify for a ND as detailed in CEQA Guidelines, or • Whether there is evidence in the entire project record that significant environmental effect(s) would result from implementation of the project and that an Environmental Impact Report shall be prepared. 4LEAF has broad experience managing a range of subconsultants providing technical studies to inform Environmental Review services for resource areas not provided in-house. These resource areas for example include biological resources, cultural and historic resources, and complex traffic and Vehicle Miles Travelled (VMT) analyses. Our Planning team will coordinate with the City to ensure appropriate sub-consultants are identified for each project, either on the City’s Qualified Consultant’s List or our current partner firms who are qualified to be added to the City’s list. 4LEAF’s Planning Team is also experienced preparing both Requests for Proposals and Qualifications for technical planning subconsultants. Our Planning Team provides full environmental compliance services from beginning to completion. This encompasses site visits at project initiation and for monitoring for compliance with approved conditions of project approval and environmental mitigation reporting (MMRP), and at the request and authorization by the City.

Project Meeting and Committees
4LEAF recognizes the importance of clear and consistent communication and places a high value on ensuring mutual understanding throughout the project. To achieve this, the 4LEAF team will meet with City staff, including City Councilmembers, Planning & Transportation Commission, Economic Development Advisory Commission, Zoning Administrator, Downtown Advisory Committee, various businesses and associations, and other committees necessary throughout the project to refine the scope of work as needed. Our Planning team will facilitate discussions with the City and organizations involved about project goals, potential outreach and engagement techniques, site opportunities and constraints, relevant background information and documents for site conditions, project schedule, and project management protocols. Community concerns relevant to the sites will be discussed, as well as community-based organizations and stakeholders.

Training
4LEAF planners will assess existing training protocols and manuals currently being utilized by the City and recommend necessary updates based on required legal statutes and best practices, if applicable. Planning and environmental training opportunities will be scheduled appropriately and on an as-needed basis as updates to the General Plan and Zoning Ordinance or as planning entitlements are being processed for public hearing reviews. 4LEAF anticipates that training to city staff, City Council and Planning Commission will be a customized approach

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 15 Section D: Description & Approach May 6, 2024
based on timing of these specific updates or individual land use projects of special interest or as the City implements strategic planning goals. As to a broader approach of training efforts, the Project team will recommend and assist with the coordination of training materials, courses, webinars, or conferences that may better familiarize these parties with planning and environmental regulation, laws, and best practices.

Management of Resources
Due to the inconsistent demand of on-call services, 4LEAF takes a proactive approach to resource management.

To offset any uncertainty, 4LEAF has implemented three strategies that allow a cooperative process between offices and the ability to scale up or scale down based upon activity. These strategies include:
• Strong Mix of Full-time and Part-Time personnel – 4LEAF employees over 40+ planners available “asneeded” to bolster our staffing capabilities. Our assortment of staff allows us to accommodate any immediate needs of the City without unnecessary expenses and/or delays. This allows 4LEAF to control costs and service our clients in the same fashion.
• Overtime Staff Augmentation – 4LEAF services a number of clients by providing optional expedited and overtime staff augmentation services. As required, 4LEAF can utilize our staff to quickly meet the sudden needs of our clients and pay them an over-time rate to do so. Although it is a greater expense to 4LEAF, this is utilized to ensure the City is able to meet project deadlines without needless setbacks. • Technology – Our firm places immense value on technological aptitude, and our staff are fully trained with all industry-standard software, in addition to a number of documentation applications and our own proprietary scheduling system. Due to our extensive training, 4LEAF personnel are always ready to integrate with any Development Services Department and hit the ground running.

SECTION E

ON-CALL & ENVIRONMENTAL

PLANNING SERVICES

SCHEDULE OF WORK

CITY OF PINOLE
4LEAF, INC.

FOR THE

PROPOSAL TO PROVIDE

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 16 Section E: Schedule of Work (Environmental) May 6, 2024 SECTION E: SCHEDULE OF WORK (ENVIRONMENTAL)
Our Planning team members will come to the City informed by our prior experience processing a range of project types: from mixed use commercial and residential projects, hotels, commercial, industrial uses, energy permitting and environmental. Our housing project review experience includes new, rebuilding, and temporary housing, Our planners understand compliance with a range of new legislation adopted by the Governor since 2017 aimed at addressing the statewide housing shortage at the local level. The following list details typical project review as provided by our Planning Team.
• 4LEAF will conduct preliminary review of applications during the 30-days of application completeness review pursuant to the Permit Streamlining Act (Government Code Sections 65920, et seq.). • During Preliminary review, 4LEAF will assess applications for complete project descriptions pursuant to CEQA Guidelines section 15124 (Project description).
• Applicants will be notified of any additional information or studies required to ensure a complete project description is provided prior to the application being deemed complete. • During preliminary review, an assessment of the appropriate environmental review for the project and the potential need for additional information necessary to complete CEQA reviews as required.
• Process development permits, administrative plan reviews, site plan reviews, minor modifications, variances, conditional use permits, subdivisions, parcel maps, and other entitlements as assigned. • Projects deemed to have a complete application, which are not deemed Exempt from CEQA review, shall undergo preparation of the following CEQA documents, consistent with CEQA: Initial Studies (IS), Negative Declarations (ND), Mitigated Negative Declarations (MND), Environmental Impact Reports (EIR).
• CEQA Addendums and Supplements, and Mitigation Monitoring and Reporting Programs (MMRP) and implementation coordinated with onsite construction monitoring within the City. • Peer review services will be provided by qualified 4LEAF staff and entail reviewing applicant prepared technical studies submitted with project applications.
• Review proposed development plans for compliance with the City’s General Plan, City Code and Zoning Ordinance, and the development standards set forth therein, and any applicable design guidelines or specific plan requirements.
• Confer with and provide information to property owners, contractors, developers, engineers, architects, and the public regarding conformance to standards, plans, specifications, and codes. • Explain codes, requirements, procedures, and evaluates alternatives. • Make presentations to the Design Review, Planning Commission, City Council, and various committees and commissions, and attend evening or remote meetings as required. • Prepare staff reports, resolutions, and ordinances for Planning Commission, and City Council. • Perform project management duties including the maintenance of the development database and tracking of deadlines, application submittal requirements, and workload.

SECTION F

ON-CALL & ENVIRONMENTAL

PLANNING SERVICES

SUBCONSULTANTS

CITY OF PINOLE
4LEAF, INC.

FOR THE

PROPOSAL TO PROVIDE

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 17 Section F: Subconsultants May 6, 2024
SECTION F: SUBCONSULTANTS
4LEAF will not be including any subconsultants for the contract with the City at this time. However, we understand that the inclusion of any future subconsultant will require prior written authorization from the City and that the City maintains the right to accept or reject any proposed changes to the project team members.

SECTION G

ON-CALL & ENVIRONMENTAL

PLANNING SERVICES

COST PROPOSAL

CITY OF PINOLE
4LEAF, INC.

FOR THE

PROPOSAL TO PROVIDE

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 18 Section G: Cost Proposal May 6, 2024
SECTION G: COST PROPOSAL
FY2024-2025 FEE SCHEDULE & BASIS OF CHARGES

FOR THE CITY OF PINOLE
All Rates are Subject to Basis of Charges
Planning
Housing Policy Director ....................................................................................................................$225/hour Planning Director..............................................................................................................................$205/hour Principal/Planning Manager.............................................................................................................$185/hour Environmental Planner.....................................................................................................................$165/hour Senior Planner ..................................................................................................................................$155/hour Associate Planner.............................................................................................................................$135/hour Assistant Planner .............................................................................................................................$110/hour Planning Technician..........................................................................................................................$98/hour Project Management
Project Manager.................................................................................................................................$190/hour Principal-in-Charge .............................................................................................................................$280/hour

BASIS OF CHARGES
Rates are inclusive of “tools of the trade” such as forms, telephones, and consumables. • All invoicing will be submitted monthly.
• These above rates reflect the FY2024-2025 contract period. 4LEAF assumes a 3% escalation for FY2025- 2026, FY2026-2027, upon market conditions.
• Overtime and Premium time will be charged as follows:
- Regular time (work begun after 5AM or before 4PM) 1 x hourly rate - Nighttime (work begun after 4PM or before 5AM) 1.125 x hourly rate - Overtime (over 8-hour M-F or Saturdays) 1.5 x hourly rate - Overtime (over 8 hours Sat or 1st 8-hour Sun) 2 x hourly rate - Overtime (over 8 hours Sun or Holidays) 3 x hourly rate • Overtime will only be billed with prior authorization of the Director or other designated City personnel. • All work with less than 8 hours rest between shifts will be charged the appropriate overtime rate. • Mileage driven during the course of Inspections will be charged at cost plus 20%. • Payment due on receipt. All payments over 30 days will be assessed a 1.5% interest charge. • Client shall pay attorneys’ fees, or other costs incurred in collecting delinquent amounts. • Client agrees that 4LEAF’s liability will be limited to the value of services provided. • In accordance with California’s Meal Break and Rest Break Law requirements, Client will be billed one (1) additional hour per day at the regular rate for each missed meal or rest break due to Client-directed tasks or requirements. Client should allow 4LEAF’s non-exempt, hourly employees the opportunity to take their entitled rest and meal breaks during each work shift.

SECTION H

ON-CALL & ENVIRONMENTAL

PLANNING SERVICES

RESUMES & REFERENCES

CITY OF PINOLE
4LEAF, INC.

FOR THE

PROPOSAL TO PROVIDE

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 19 Section H: Resumes & References May 6, 2024
SECTION H: RESUMES & REFERENCES
City of Sausalito
On-Call Planning Services
4LEAF is currently providing On-Call Planning to the City of Sausalito for consulting roles including Interim Community Development Director and Senior Planner—in addition to roles from our Building Department contract. 4LEAF’s Director of Planning Services, Daniel Hortert, AICP, is currently assigned to the City and performs duties in the capacity of the Interim Community Development Director. Daniel oversees functions of the Community Development Department, which encompasses Planning, Building, Code Enforcement, and Administration for the City. His responsibilities include:
 Supervising a staff of 9.
 Acting as Secretary to the Planning Commission.
 Performing Design Review for projects and presenting to City Council and the Planning Commission.  Processing discretionary development applications such as Design Review, Condo Conversions, heightened review projects, CUPs, and variances.
 Processing administrative/ministerial projects such as ADU/JADUs, SB 9 (urban lot splits, SB 9 structures), and administrative variances.
 Developing departmental budgets.

Current/Recent Projects:
 SB 9 Adoption – CA HOME (Housing Opportunity and More Efficiency) Act: Modifies residential zoning rules to allow up to four homes to be built on a property zoned for one house. The standards for Sausalito include a maximum of 1,200 square foot units and a maximum height of 16 feet and a State-mandated 4- foot side and rear setbacks.
 Historic Context Statement: 4LEAF worked with City’s consultant to get approved at City Council. This endeavor has been in the works for many years—the document is intended to give residents and other stakeholders a better understanding of the history and context of Sausalito's built environment and help guide future decisions about historic preservation.
 Land Acknowledgement Statement/Policy
Agency Name: City of Sausalito
Client Contact: Chris Zapata, City Manager
Client Telephone: (415) 289-4166
Client Email: [email protected]
Contract Dates: 2022 - Present

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 20 Section H: Resumes & References May 6, 2024
City of Pleasant Hill
On-Call Planning Services
4LEAF provided a Senior-Level Planner to the City where we oversee several complex Planning projects. All projects with the City of Pleasant Hill are developer-funded and responsibilities included:
 Preparing staff reports, resolutions, and ordinances
for recommendations by the Architectural Review
Commission, Planning Commission and City Council
 Processing applications for minor/major subdivisions
 Planned Unit Development/Specific Plan
 General Plan Amendment
 Minor/Major Subdivisions
 Development Plans
 CEQA Review
 Architectural Review Permits
Current/recent project support:
 Downtown Cleveland Multi-Family Specific Plan: Architectural Review, Planned Unit Development/Specific Plan “Concept Plan”, Development Plan, General Plan Amendment, and environmental review for a 189-unit multi-family residential development near the City’s Downtown.

Project is preparing for public hearings before the Architectural Review Commission, Planning Commission, and City Council.
 Oak Park Specific Plan: 34 lot major subdivision, development plan, and rezone (PUD). Rezone from R10 (SFR 10,000 min) to Multi-family very low density as part of a Planned Unit Development/Specific Plan, development plan review. Prepared all staff reports and made presentation to the Architectural Review Commission, Planning Commission, and City Council.  590 Creekside Minor Subdivision: 2-lot single family subdivision. Prepared all staff reports findings and resolution for approval before the Planning Commission and City Council.  2001 CCB Façade Improvements: Façade improvements for a medium sized retail center. Architectural Review permit. Application withdrawn because of costs.

In addition, our Planner assisted the City with securing their SB2 grant.

Agency Name: City of Pleasant Hill
Client Contact: Troy Fujimoto, City Planner
Client Telephone: (925) 671-5209
Client Email: [email protected]
Contract Dates: 8/2019 - Ongoing

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 21 Section H: Resumes & References May 6, 2024
City of Vallejo
On-Call Building Inspection, Building Official, Permit Support, Planning, Plan Review, Code Enforcement 4LEAF is providing On-Call full Building & Community Development Department services for the City. We are providing on- and off-site plan review for all building codes, including architectural, structural, plumbing, mechanical, and electrical plan check. We currently staff positions including Permit Technicians, Inspectors, Plans Examiners, Planners, and Code Enforcement Officers, ensuring that all project deadlines are delivered as per the City’s contract.

Scopes of work include:
• Providing on-call personnel to the Building Department including construction inspectors, building inspectors, building officials, permit technicians, on-site plans examiners/engineers, civil engineers, and code enforcement personnel.
• Providing Building and Civil Plan Review as needed.
• Provide on-call personnel to the Planning Department including Assistant Planners, Planning Technicians, Associate Planners, Senior Planners, Planning Managers, and Planning Directors. • Reviewing plans and supporting documents submitted for projects. • Checking for compliance with all applicable codes adopted by the City, including, but not limited to California Building, Mechanical, Plumbing, and Electrical Codes, Uniform Solar Energy Code, and any applicable adopted local amendments, State of California codes or regulations. • Confirming building use, occupancy, and type of construction, and reviewing construction of buildings and structures to determine satisfaction of safety requirements. • Coordinating building permit requirements and interfacing with City Departments and other agencies, including but not limited to the Public Works Department and Planning Division. • Enforcing conditions of approval associated with discretionary permits regarding building and safety regulations, as adopted by the City.
• Providing special inspections by qualified inspectors and conduct investigations as directed by the City, including field and office research and the preparation of letters and/or documents. • Preparing inspection logs, notice of violations and other documents of building and safety code violation cases for submittal to the City Attorney’s office when prosecution action is necessary to obtain compliance with the above codes and regulations.
• Receiving, processing, and issuing building permits and coordinate the plan check and inspection process, including the tracking, routing and storage of building plans and the filing of building permit applications. Input information into the City’s computer tracking system.

Agency Name: City of Vallejo
Client Contact: Christina Ratcliffe, Director
Client Telephone: (707) 648-4387
Contact Email: [email protected]
Project Dates: 2021 – Present

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 22 Section H: Resumes & References May 6, 2024
Housing Element Update
4LEAF completed the Housing Update for the City of Rohnert Park, located in Northern California.

The city has a RHNA of approximately 1,580 units compared to 899 units in RHNA Cycle 5, representing a 76% increase from the last Planning cycle. To ensure an adequate inventory of viable sites, the 6th Cycle Housing Element Update necessitates rezoning in targeted areas.

The city chose 4LEAF because our team of professional planners have an established working relationship with HCD and a thorough understanding of State housing law. Our team has demonstrated the ability to be proactive in maintaining communication, meeting deadlines, and addressing all the new statutory requirements for 6th Cycle Housing Elements. Rohnert Park’s Housing Element was among the first in the Association of Bay Area Governments (ABAG) region to achieve full HCD certification of compliance with State housing laws in March 2023.

Our services for this project include:
• Project management
• Community outreach and engagement
• Housing Element preparation
• CEQA compliance (with Rincon Consultants based on concurrent General Plan Update EIR) Some of our Housing Element work can be viewed on the City’s website at: https://nsc-housing.org/city-ofrohnert-park

Agency Name: City of Rohnert Park
Contact Name: Jenna Garcia, Housing Manager
Contact Email: [email protected]
Contact Telephone: (707) 588-2238
City of Rohnert Park

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Daniel J. Hortert, MCP, AICP
Project Manager / Director of Planning
Experience
25+ years
Core Competencies
Technical Plan and Compliance Review
Project Management
Policy Development and Administration
Technical Writing and Presentations
Education
University of Cincinnati (1996-1998),
Master of Community Planning
(MCP)
University of Southern California
(1993- 1996), BS Planning and
Development (BS PLDV)
Grossmont Community College (1991-
1993), AA General
Studies/Architecture
Certificates & Achievements
American Institute of Certified Planners
#016957 (7/2001)
International Code Council certifications
(7) for residential and commercial
construction
Experience Summary
Daniel has over 25 years of Planning and Development services experience including 20 as a public servant for municipalities with populations ranging from 3,500 to over 3.5 million. Daniel’s experience covers a range of municipal functions including Planning Director, Senior Planner, Planning Manager/Principal Planner, and Community Development Department Director for public and private sector agencies. He is experienced in land development, construction, community engagement/education, project management, project budget control and oversight, residential, commercial, and industrial site planning and compliance review, and entitlements from single-lots to large complex master planned communities.

Daniel has extensive experience administering and managing regulatory document preparation including creating and updating land development ordinances, comprehensive and general plans, traditional and form-based coding, development agreement negotiations, and residential and commercial design guidelines. His recent planning assignments on behalf of 4LEAF include the cities of Sausalito, Larkspur, Pinole, Greenfield, and Jackson County, OR.

Plan2040 Comprehensive Plan
Doña Ana County, NM
CNU27 Charter Award Winner
Professional Affiliations
American Institute of Certified
Planners (2001-Present)
American Planning Association
(1993-Present)
California Chapter (Current Chapter
International Economic Development
Council (2012-Present)
International City/County
Management Association # 749050
Select Professional Experience
4LEAF, Inc. - City of Larkspur & City of Sausalito
Project Manager / Director of Planning
Daniel oversaw the Community Development Department for the cities of Larkspur and Sausalito, which included managing the Planning, Building, and Code Enforcement scopes. Additional responsibilities included providing information to the public regarding zoning regulations and permit procedures, active project proposals, and permit and property records.
4LEAF, Inc. - City of Greenfield, CA
Principal Planner
Daniel was responsible for coordinating the development of the Community Development Policy & Procedure Guidelines for the department. Additional work included cannabis policy, development and cannabis deposit accounts, and development process flowcharts.

Daniel J. Hortert, MCP, AICP
2 of 3
4LEAF, Inc. - City of Pleasant Hill, CA
Contract Project Planner
• Acted as project manager for five development applications. • Client liaison to commissions, boards, and council.
• Performed design and compliance review with City standards. • Tentative Maps.
• Master Sign Programs.
• General and Specific Plan Development/Amendments.
• Researched and assisted with grant funding application (SB 2). 4LEAF, Inc. - City of Pinole, CA
Contract Planning Manager
• Supervised Planning, Building, Code Enforcement, and Permitstaff. • Administered General Plan/Specific Plans, Zoning/Subdivision Ordinances, Design Guidelines, and CEQA Compliance.
• Advised at various councils, boards, commissions, and elected officials on planning-related issues • Served as liaison and performed functions in support of the Planning Commission including project review, staff reports, recommendations, resolutions, and conditions of approval. • Provided customerservice to the public, internal and external departments, and agencies. • Provided environmentalreviewsfor development projects.

Doña Ana County, NM
Economic Development Manager/Director/Senior Planner
8/2011 - 1/2019
• Oversaw County Economic Development functions.
• Promoted, expanded, and retained business operations county-wide. • Processed and administered Local Economic Development Act (LEDA) applications/contracts. • Worked with area agenciesto bring economic prosperity to each region. • Directed Community Development Department consisting of 40+ employees including Current and Advance Planning, Building Services, Geographic Information/Mapping, Grants and Administration, and Animal Control/Code Enforcement Divisions. • Fostered and encouraged team atmosphere amongst Community Development divisions as well as other county departments and external agencies/organizations. • Developed department and County policiesrelated to the efficiency of daily operations.

RBF Consulting - Phoenix and San Diego Offices
Senior Planner/Associate/Project Manager
6/2005 - 9/2010
• Successfullymanaged a variety of commercial and residential development projectapplications. • Routinely interacted with City/County staff on submittal of complex planning projects. • Coordinated various internal/external disciplines to ensure complete submittal packages. • Managed complex planning studies, development applications, and reviewed proposals.

Daniel J. Hortert, MCP, AICP
3 of 3
• Reviewed and processed complex general, master, and comprehensive plan amendments, rezoning requests, annexations, site plans, minor and major subdivision plats, CEQA compliance (CA only) including assisting with EIRs, Initial Studies, and Categorical Exemptions, and a Coastal Permit in Del Mar, San Diego County.
• Developed project budgets, verified contract expenditures and compliance. • Conducted research and prepared reports on land use, physical, social, and economic issues. • Provided professional planning assistance to member communities on varied land use projects. • Performed field inspections.

Town of Chino Valley, AZ
Planning Manager/Director
3/2003 - 6/2005
• Oversaw Development Services Department including recruitment and staff evaluation. • Developed organization-wide and department-wide goals, objectives, policies, andprocedures. • Reviewed and approvedministerial/minor application submittals(lot-splits, R-O-W dedications). • Prepared division/department operations budget including revenues, expenditures, and staffing. • Ensured that Town Boards and Commissions were fully informed on application submittals. • Lead Planner during General Plan and Unified Development Ordinance rewrites. • Lead author of the Town’s Property Maintenance Code.
• Reviewed and approved all departmental reports and presentations to ensure that local state and federal regulations were complied with.
• Prepared grant applications for AZ Growing Smarter funding, procured two grants ($10,000/$2,500 for the 2003 General Plan Amendment).

Cranberry Township, PA
Planner/Code Enforcement Officer
1/2000 - 3/2003
• Managed multiple residential and commercial development project applications including building plan review, site plan review, approval of building plans, all aspects of residential and commercial site and structural inspections.
• Facilitated developer negotiations and drafted agreements for large development projects. • Performed code enforcement duties for compliance with Township regulations including inspection, citation, and fines/court.
• Prepared written and oral reportsfor Township Boards and Commissions.

Butler Township, PA
Planner/RegulationsInspector
8/1998 - 1/2000
• Managed residential and commercial development project applications (Zoning and Subdivisions). • Performed code enforcement duties.
• Performed residential and commercial building plan reviews.

Erica Fraser, AICP
Principal Planner
Experience Summary
Erica is an accomplished Principal Planner with over 20 years of professional experience in the realm of environmental review, resource management, and land use planning. She has extensive knowledge and skills in a wide variety of projects in both urban and rural areas involving project review and community outreach. With the strong ability to oversee programs and coordinate with others, Erica further shows that she is adept in her skillset on her recent assignment with the City of Hollister serving as a leader and team player. She practices objective thinking and uses unbiased approaches to conflict resolution.

Select Professional Experience
4LEAF, Inc.

Principal Planner
2022 - Present
Erica is currently serving the City of Hollister on behalf of 4LEAF as a Senior Planner. She assists in managing projects for administrative, discretionary, and legislative compliance, processing development proposals and preparing environmental documents for land use development projects. Erica’s other duties may include:
• Working in regional program zones including natural and water resources planning, community development, hazard modification, and coastal zone management. • Completing field inspections to collect data related to development review processes and verifying that development projects comply with approved plans.
• Serving as a liaison and communicating reports and findings from inspections and research to staff, officials, and planning and zoning boards and commissions. • Developing project budgets, directing bidding processes, and verifying expenses and compliance.

M-Group (Planning Consultants)
Senior Planner
2012 - 2013
Assisted the City of Pleasanton and the City of Foster City with staff reports, presenting projects to the Planning commission and City councils, and preparing environmental review documents (CEQA).

City of Dublin
Senior Planner
2005 - 2010
• Prepared staff reports and presented projects to the Planning commission and City council and provided project assistance and answered questions for Planning staff when needed. • Performed design review of large-scale and small residential and commercial improvements and environmental review (CEQA & NEPA) including the preparation of environmental documents.

Experience
24+ years
Education
B.S., City and Regional Planning
CalPoly State University San Luis Obispo
Certifications
AICP
Professional Affiliations
American Institute of Certified Planners
American Planning Association

Erica Fraser
• Supervised Assistant and Associate Planners, zoning ordinance overhaul, general and specific plan updates, and coordinated review of projects between City departments. • Managed high-profile projects such as Metropolitan (mixed-use development), Downtown Dublin specific plan, Windstar multi-family housing (infill, downtown Dublin housing), Grafton Station (large shopping center), Vargas development (residential) Arroyo Vista redevelopment (affordable and market rate housing), and Moller Ranch annexation and Planned Development Zoning (single family development).

City of Foster City
Senior Planner
2004 - 2005
• Prepared staff reports and presented projects to the Planning commission and City council. • Reviewed all building permits for compliance with municipal codes and determined whether proposals for commercial building permits are compliant with all municipal codes and zoning. • Coordinated review of projects between all City departments, environmental review, large scale commercial projects, and design review of residential and commercial improvements including controversial additions and projects.
• Provided customer service at the Planning counter, mentored new employees on City protocols, and updated department web pages.
• Assisted with projects such as Bayside Towers (new 100,000 sq. ft office building and parking garage), general plan update, City policies and amendments to the municipal code.

Associate Planner
2002 - 2004
• Prepared staff reports and presented projects to the Planning commission and City council and mentored new employees on City protocols.
• Reviewed all building permits for compliance with municipal codes and performed design review of residential and commercial property improvements.
• Assisted with projects such as a new private school on 12 acres, VISA International office building, community profile, and general plan updates.

Assistant Planner
2000 - 2002
• Prepared staff reports and presented projects to the Planning commission. • Performed design review of room additions and residential and commercial property improvements. • Provided customer service at the Planning counter and updated department web page. • Assisted with projects such as community profile, general plan update, and special reports to the Planning commission.

Adrianna Ortiz
Assistant Planning Director
1 of 2
Experience Summary
Adrianna is an exceptional professional with over 15 years of planning experience in the realm of environmental review, resource management, and land-use planning. She also has extensive knowledge and is proficient in environmental document preparation, subconsultant coordination, presentation, and budget and project management. Adrianna has impressive presentation and public speaking skills which she regularly exercises as a volunteer for several agencies/organizations such as Bridge of Faith, RHC Alternative Energy/Technology Program Advisory Board, and the RHC
Environmental Technology Program Advisory Board. Her ability to Serve as a leader and team player who practices objective thinking and uses unbiassed approaches to conflict resolution, makes her an asset to any team and work environment. Adrianna will be testing for AICP in the early fall.

Select Project Experience
4LEAF, Inc.

Assistant Planning Director
2021 - Present
Adrianna has been with 4LEAF for more than two years as the Assistant Planning Director. She has spent the last year as the Interim Planning Director for the City of Hollister on behalf of 4LEAF where she recruited, hired, and implemented a team of eight Planners of various levels from Technician through Director Level to compliment the existing two City Planner’s at the City. Adrianna also took on several complex projects and helped create new streamlined approaches to provide consistency to the Planning Division. She also routinely presented to Council and Planning Commission meetings and interfaced successfully with City Management and elected. Adrianna contributes to 4LEAF’s Planning Department by:
• Managing planning studies and development applications and examining consultant proposals. • Developing budgets, directing bidding processes, and verifying contract expenses and compliance.
• Researching and organizing statistical reports on land-use, physical, social, and economic topics. • Working in regional program zones including natural and water resources planning, community development, hazard modification, coastal zone management, and more. • Completing field inspections to collect data related to development review processes and verifying that development projects comply with approved plans. • Serving as a liaison and communicating reports and findings from inspections and research to staff, officials, and planning and zoning boards and commissions.

Experience
15+ years
Education
Masters, Business Administration/Leadership
Management – University of La Verne
B.S., Urban & Regional Planning
California State Polytechnic University
Pomona
B.A., Business Administration
University of La Verne – Irvine, CA
A.S., Alternative Energy Technology
Rio Hondo College – Whittier, CA
A.A., Liberal Arts
Rio Hondo College – Whittier, CA
Certifications
NDPTC: Advanced Disaster Recovery
Strategies for Local Communities
FEMA, Fundamentals of Emergency
Management IS-00230.d
FEMA, Introduction to Incident Command
System ICS-100.B, IS-100
FEMA, National Incident Management
System (NIMS) An Introduction IS-700.a
CERT, LA County Fire Department
Cal/OSHA 30-hr General Industry Outreach
Cal/OSHA 40-hr HAZWOPER
Rio Hondo College Train the Trainer
Certification
DBE/ACDBE Certification

2 of 2
Adrianna Ortiz
• Providing Planning assistance to member communities on diverse land-use projects. • Supervising and mentoring Junior Planners.

San Bernardino County Department of Airports – Chino, CA Airport Planner
2019 - 2021
• Reviewed and coordinated the development of comprehensive plans, proposals, and programs for utilization of land and physical facilities to determine recommendations to management. • Recommended facility projects which can be funded through federal or state agencies. • Prepared estimates, made recommendations, gathered information, and assisted in the Planning and preparation of federal and state grant applications for capital improvement projects. • Researched and reviewed technical reports, prepared maps, site locations, and presented compiled data to advise and inform management.
• Served as a project lead representing the Department of Airports for improvement projects. • Distributed solicitation of proposals and requested scopes and estimates on proposed projects and prepared on-call contractor with notices to proceed. • Prepared and maintained necessary records, reports, and correspondence and ensured the implementation of inspection, maintenance, and operational reporting procedures for meeting mandated report submission requirements.
• Met with prospective lessees to determine facility needs, coordinated with staff to complete use permit applications, participated in negotiations of long- and short-term lease agreements. • Participated in new hire selection and interview process as well as trained personnel.

Romo Planning Group – Rancho Cucamonga, CA
Project Director
2017 - 2021
• Provided guidance to developers, residents, and prospective investors in complying with municipal code, design guidelines, general plan, and state and federal laws. • Resolved and expedited land use entitlements applications – Lot mergers, lot line adjustments, wireless facilities, minor conditional use permits, and tentative map extensions. • Completed staff reports and evaluated conformance with municipal code, California Environmental Quality Act (CEQA), National Environmental Policy Act (NEPA), Airport Land Use Compatibility reports (ALUM), and Tribal Consultation (AB 52, SB 18) requirements. • Draftedmunicipal code to allowcannabis dispensaries and reviewed cannabis permit applications to determine approval or denial.

San Bernardino County Land Use Services – San Bernardino, CA Planner
2016 – 2017
• Managed front counter, phone, and email inquiries by providing residents and developers with applicable information in accordance with the current county development code. • Coordinated with county code enforcementto resolve cases and assistresidents and landowners with becoming compliant and understanding the stipulations of the development code. • Handled lot mergers, zoning verifications, rebuild letters, and land use entitlement research.

Magda Gonzalez
Senior Planner
Experience Summary
Magda is a skilled Senior Planner with over 10 years of professional experience in the realm of environmental review, resource management, and land use Planning. She also has extensive supervisory experience and is proficient in environmental document preparation, subconsultant coordination, presentation, and budget and project management. Magda excels in preparing and reporting performance data, identifying trends and areas for improvement, and analyzing efforts to develop solutions to project issues that may arise. With the strong ability to oversee programs and coordinate with others, Magda further shows that she is adept in her skillset with the ability to serve as a leader and team player who practices objective thinking and uses unbiassed approaches to conflict resolution that make her an asset to any team and environment.

Select Professional Experience
4LEAF, Inc.

Senior Planner
2022 - Present
Magda contributes to municipal Planning Departments on behalf of 4LEAF and her recent assignment include the cities of Hollister, Sausalito, Moreno Valley, Culver City, and Fernley, NV. Her responsibilities as a Senior Planner include:
• Managing complicated Planning studies and development applications. • Successfully managed a variety of commercial and residential development projectapplications. • Routinely interacted with City/County staff on submittal of complex planning projects. • Coordinated various internal/external disciplines to ensure complete submittal packages. • Developing project budgets, directing bidding processes, and verifying expenses and compliance. • Conducting research and organizing reports on land use, physical, social, and economic topics. • Working in reginal program zones including natural and water resources planning, community development, hazard modification, coastal zone management, and more. • Completing field inspections to collect data related to development review processes and verifying that development projects comply with approved plans.
• Serving as a liaison and communicating reports and findings from inspections and research to staff, officials, and planning and zoning boards and commissions. • Providing planning assistance to member communities on diverse land use projects. • Supervising and mentoring junior Planners.

Experience
10+ years
Education
M.P.A.

CSU, San Bernardino
B.S., Business Administration
CSU, San Bernardino
B.A., International Business Administration
CSU, San Bernardino
Skills
MS Office Suite
Bluebeam
ArcMap GIS
Adobe
Accela
Languages
English
Spanish

Magda Gonzalez
San Bernardino County Land Use Services – San Bernardino, CA Senior Planner
2012 - 2022
• Reviewed and process land use applications for urban and rural development proposals and applied San Bernardino County countywide plan, development code regulations, ordinances, policies, and state environmental law.
• Analyzed, interpreted, and presented environmental, zoning, and other county Planning data to explain the entitlement process.
• Effectively communicated with Planning Commissioners, staff, internal and external agencies, and residents, as well as community organizations.
• Performed in-depth historical research to make informed entitlement determinations and utilized effective written communication to compose initial studies, staff reports, and correspondence. • Actively participated in the development of a streamlined functional application processing system Accela which enabled the Planning Division to digitalize their applications, use permits, and entitlement processes.
• Completed environmentalreviews utilizing environmental and focused studies in compliance with the California Environmental Quality Act and in adherence with Assembly Bill 52. • Reviewed site plan designs to ensure compliance with applicable regulations (i.e., land use, setbacks, etc.) and conducted extensive research in specific or general project areas. • Drafted ordinances to address community concerns and compliance with State regulations.

San Bernardino County Dept. of Behavioral Health – Victorville, CA Office Assistant II
2011 - 2012
• Interpreted, applied, and explained department rules, regulations, policies and procedures to clients and the public.
• Researched and established/modified accounts according to insurance benefits or client’s financial responsibility.
• Coded and reviewed billing.

San Bernardino County ATC / Central Collections – San Bernardino, CA Office Assistant II
2010 - 2011
• Executed arithmetical computations to determine fees/fines owed. • Updated, coded, and edited accounts as well as reconciled accounts to maintain fiscal accountability.
• Explained department procedures and regulations, clarified court ordered payment schedules.

Victor Elementary School – Victorville, CA
Bilingual Instructional Assistant
2007 - 2010
• Coordinated and administered standardized testing.
• Assisted SAM and principal in allocating funds to appropriate programs. • Provided information regarding school enrollment, school attendance review board process and spearheaded ELAC parent program.

Isabella (Buddy) Burch
Environmental Planner
1 of 2
Experience Summary
Isabella is a land use planner and environmental specialist with over 8 years of experience in document preparation, specializing in the management, research, and analysis of projects subject to compliance with the California Environmental Quality Act (CEQA). Provides analytical support for a diverse client base consisting of both public and private entities. Experienced in providing on-call environmental planning services and serving as a contract planning staff for Southern California and Northern California municipalities.

Isabella possesses a strong analytic aptitude with a realistic approach to problem solving. She is a dedicated professional that is driven by facilitating reliable initiatives that provide continuous improvements for communities. Isabella is an excellent self-starter and proactive asset that can identify voids in processes and adapt to any team.

Select Professional Experience
4LEAF, Inc.

Environmental Planner
2024 – Present
• Assist with project needs in response to requests from the Community Development Director and public agencies.
• Provide California Environmental Quality Act (CEQA) reviews. • Work on Housing Element Updates.

Brian Silveira and Associates
Consultant
2023 – 2024
• Provide technical services for CEQA and NEPA documents. • Manage document production, editing, and other consulting services. • Prepare Class 32 Categorical Exemptions for Infill Development Falck Ambulance
Emergency Medical Technician
2023 – 2024
• Supported Los Angeles County Fire Department in response to 911 emergency calls. • Provided care to patients within the Basic Life Saving scope of practice. • Operated an ambulance while driving Code 2 and Code 3 per State of California and company protocols.

Experience
8+ years
Education
M.U.P Master of Urban Planning,
University of Southern California, LA
B.A., Government and Philosophy,
Claremont McKenna College
Software
Microsoft Office Suite
Adobe Suite

2 of 2
Isabella (Buddy) Burch
ICF
Environmental Planner
2022 – 2023
• Prepared CEQA and NEPA documents for California state public agencies. • Created and oversaw project schedules and work distribution for multi-year projects. • Developed well-formatted presentations and work products for public and private clients.

GPA Consulting
Environmental Planner
2021 – 2022
• Assisted with the preparation and writing of environmental documents and technical analysis. • Prepared deliverables for delivery to the client by formatting, printing, binding, and mailing. • Supported the preparation of presentations for clients, the public, and boards or commissions.

Scott AG
Project Manager
2018 – 2019
• Manage client/designer/fabricator relationships for multi-phase environmental graphic design projects.
• Coordinate with general contractors on installation timelines at 15 projects including multi-family and commercial developments.
• Recommend strategies for planning department and zoning administration approval at 10 projects.

The Climate Center
Legislative Research Assistant
2017 - 2019
• Produced policy briefs on California State Legislature bills. • Participated in policy strategy alignment meetings.
• Authored white papers for internal and external presentations on electric vehicles and just transitions.

Scott AG
Design Group Assistant
2017 – 2018
• Researched signage codes for cities and states.
• Produced plan documents using Adobe Illustrator and InDesign. • Compiled interior and exterior finish studies.

McMaster-Carr Supply Co.

Management Development
2016 – 2017
• Gathered and analyzed data for E-Commerce and transportation projects. • Produced employee training manuals in Adobe Illustrator and InDesign. • Evaluated customer fit for marketing campaigns.

Hana Michaelson
Assistant Planner
Experience Summary
Hana has a B.A. degree in Environmental Studies and City Planning. She is a talented and ambitious professional with over 17 years of customer service experience. Hana is highly organized, hard-working, and has successful experience working with others to achieve and maintain compliance and a safe work environment while maintaining the utmost professionalism in any situation. Her personal and professional interest in the Planning sphere makes her an ideal candidate for jurisdictions and Planning projects. Hana’s ability to maintain composure in difficult situations and find proactive solutions is one of her greatest strengths, among many, and makes her a great addition to any team or project.

Select Professional Experience
4LEAF, Inc.

Assistant Planner
2023 - Present
Hana is serving in the capacity of an Assistant Planner for 4LEAF clients to fulfill on-call Planning needs.

Some of her duties include:
• Reviewing, approving, or rejecting building permits for the Planning Department. • Reviewing, researching, and preparing architectural review reports. • Providing Planning counter assistance, including interacting with the public regarding general Planning inquiries.
• Conducting various research projects as well as on-site Planning inspections on behalf of the jurisdiction.

Volt Workforce Solutions – Santa Rosa, CA
Account Manager / Staffing Consultant
2022 - 2023
• Increased selling opportunities in a targeted market, identified prospects, and signed new business.
• Developed strategies to grow business inside of existing client portfolios while ensuring customer satisfaction.
• Recruited candidates for direct placement and temporary positions.

Experience
17+ years
Education
B.A., Environmental Studies and City
Planning
Sonoma State University
Skills
MS Office Suite
KPI
Contract Negotiation
Data Entry

Hana Michaelson
Seed-O-Sphere – Santa Rosa, CA
Sales Consulting / Packaging Design
2013 - 2022
• Created packaging designs and sales consulting for family seed company focused on beautiful drought tolerant and pollinator supporting gardens.
• Provided customer service to clients including government agencies, green businesses, wedding industry, and gardeners.

Michel-Schlumberger Wine Estates – Healdsburg, CA
Wine Sales DTC Professional
2017 - 2022
• Provided special offerings and exclusive outreach sales. • Commissioned position focused on club incentives, new business, issue resolution, and meeting of stringent sales goals.

Vintage Wine Estates – Santa Rosa, CA
Sales Manager / Sales Operations
2014 - 2017
• Managed and trained 20+ sales representatives.
• Managed sales analysis & projections, reporting, policy implementation and review, order processing, issue resolution, client relations, inventory coordination, procedural assistance, departmental trainings, and presentations.

EcoNugenics, Inc. – Santa Rosa, CA
Sales & Marketing / Business Development Director
2008 – 2013
• Increased B2B sales and expanded B2C customer base, with talent for creating new revenue streams, cross functional teams, profitable programs and promotions, and operation efficiency. • Consistently exceeded rigorous sales goals by maximizing key accounts; Amazon.com, Source Naturals, NOW Foods, and Emerson Ecologics.
• Drafted, negotiated, and implemented private label program, product agreements and contracts. • Increased direct mail, web, and email campaign revenue by $2 million between 2010 and 2012.

Sculpturesite (A New Leaf Gallery) – Sonoma, CA
Sales & Gallery Manager
2006 - 2008
• Managed all sales for commercial fine art gallery.
• Responsible for staffing, website management, photography, gallery openings, public relations, artist communications, and installations.

Michael Renner, CBO
Executive Project Manager
1 of 2
Experience Summary
Mr. Renner is a highly experienced development professional, with extensive administration and management experience. He has successfully guided development department staff in inspection and plan review through all phases of complex and capital-intensive projects. He is experienced utilizing development department permitting software and directing all department responsibilities, including plan review, multi-discipline inspections, office and field supervision, regulatory compliance, code interpretation, and project acceptance. Michael is a result-oriented leader and is regarded as a mentor to many junior staff members. With his customer-first attitude and approach, he makes a difference to those he works with through his skills in complaint resolution, problem solving and team building.

Michael’s management approach focuses on mentoring his staff and improving department processes to ensure services are delivered with a high level of customer service. He is committed to serving the needs of our clients through strong leadership and an effective collaborative approach. Michael has knowledge of building and fire codes for local, state and federal ordinances – ICC, UMC, UPC, NFPA, NEC, OSHA, ADA and health regulations. Michael has managed several billion-dollar construction projects including:
- Sonoma County Resiliency Permit Center: $5 Billion
- Town of Paradise, Paradise Fire Recovery: $9.5 Billion Select Project Experience
County of Sonoma, CA – Resiliency Permit Center (RPC) | 2019 - Present Executive Project Manager
The 2017 Complex Fires resulted in the destruction of 3,000+ residential structures in unincorporated Sonoma County. The Resiliency Permit Center is an on-site disaster recovery center exclusively dedicated to the residential reconstruction permitting needs and offers a full range of development services to residents, contractors, and developers in Sonoma County. Michael serves as the Executive Project Manager and has overseen the RPC from staff recruitment, community outreach, the implementation of permitting procedures, plan review management, and building inspections, all while maintaining a cohesive partnership between the County of Sonoma and the 4LEAF, Inc.

Experience
15+ years
Education
Building Inspection Technology Program
Butte College, California
Certifications
ICC Certified Building Official
ICC Residential Building Inspector
ICC Residential Mechanical Inspector
ICC Residential Combination Inspector
ICC Commercial Building Inspector
ICC Residential Plans Examiner
ICC Residential Plumbing Inspector
ICC Building Plans Examiner
ICC Residential Electrical Inspector
ICC Building Inspector
ICC Building Code Specialist
State of California Post Disaster Safety
Assessment Evaluator
Professional Affiliations
California Building Officials Assoc. of Ca.

East Bay Chapter, ICC
Yosemite Chapter, ICC
Peninsula Chapter, ICC
San Joaquin Chapter, ICC
Napa Solano Chapter, ICC
Sacramento Valley Assoc of Building
Officials
Green Building Council Assoc.

Served on Board for ICC East Bay Chapter

2 of 2
Michael Renner, CBO
Town of Paradise - Fire Recovery | 2019 - Present
Executive Project Manager
Michael is the Executive Project Manager responsible for the management of the Community Development Services to the Town of Paradise. This four-year contract was put into place and 4LEAF is to provide Permitting, Plan Review, Building Inspections, Public Works Inspections, Planning, Code Enforcement, Debris Removal Management, and Public Outreach for this $9.5 Billion rebuild set to take place over the next 10 years. 4LEAF is assisting the Town with a post disaster recovery-centered office that offers permit intake and processing, record support, plan review, and inspections services for the peak rebuild during the next several years.

This office will offer the full range of planning and building assistance to residents, contractors, and developers. In addition, 4LEAF provides outreach specialists to help provide education and outreach to the community on processes and progress of rebuilding. 4LEAF and its staff utilize the Accela software for permitting, building, and inspections and our staff currently include 15 personnel and will scale to 20 personnel by the end of 2019.

Calaveras County, CA – Butte Fire Recovery | 2016 - 2017 Interim Building Official
Michael acted as the Interim Building Official during the Butte Fire Recovery process. The Butte Fire burned over 70,000 acres and destroyed over 1,000 structures throughout the County. Michael oversaw the expedited redevelopment of the County.

California Energy Commission, CA – Carlsbad Energy Center | 2017 - 2018 Delegate Certified Building Official
Michael acted as the Delegate Building Official to the California Energy Commission for the construction of the Carlsbad Energy Center. Michael oversaw the plan review, inspections, safety, and quality control of this 527-MW simple-cycle gas-fired power facility.

West Coast Code Consultants, Inc., San Ramon, CA | 2016 - 2019 Regional Manager
Michael oversaw the North Bay, Sacramento, and Central California Region providing Project Management and Building Official services. He was responsible for the oversight, coordination and quality control of the various service lines to WC3’s regional clients. Michael has recently served as the project manager for the Sonoma County Resiliency Permit Center, interim Building Official for the County of Calaveras, the County of Napa, the City of Parlier, and the City of Livingston.

Interwest Consulting Group, Stockton, CA | 2012 -2016
Building Official
Michael provided review services for residential and non-residential construction project plans for compliance with California Building, Plumbing, Mechanical, Electrical Codes, Energy Standards and California Accessibility Standards, state and local building codes, policies, amendments, and ordinances.

He provided as-needed in-house plan review services for the County of Napa and the Town of Atherton.

Self-Employed, Modesto, CA | 2009- 2012
Consultant
Michael worked with various contractors in Northern California reviewing and inspecting construction projects for compliance with all State, Federal, and local policies and regulations.

SECTION I

ON-CALL & ENVIRONMENTAL

PLANNING SERVICES

REQUIRED STATEMENT &

DOCUMENTS

CITY OF PINOLE
4LEAF, INC.

FOR THE

PROPOSAL TO PROVIDE

Proposal to Provide On-Call & Environmental Planning Services to the City of Pinole Page 37 Section I: Required Statements & Documents May 6, 2024
SECTION I: REQUIRED STATEMENTS & DOCUMENTS

1. Disclose any actual, apparent, direct or indirect, or potential conflicts of interest that may exist with respect to the consultant, management, or employees relative to the services to be provided under the Agreement. Consultant must disclose any real or apparent conflict of interest associated with this project or with working for the City of Pinole. If a Consultant has no conflicts of interest, a statement to that effect shall be included in the Proposal. 4LEAF, Inc. has NO actual, direct, indirect, or potential conflicts of interests that may exist with respect to the firm, management, or employees of the firm relative to the services to be provided under the Agreement.

2. Ability and agreement to fulfill the indemnification and insurance requirements contained in the standard contract.
4LEAF, Inc. has the ability and agrees to fulfill the indemnification and insurance requirements contained in the sample contract. (Please see next page for proof of insurance)

3. A statement that nothing contained in the submitted proposal will be proprietary. 4LEAF, Inc. acknowledges that nothing contained in this proposal will be proprietary.

4. Acknowledgement that the Consultant understands that all documents submitted to the City in connection with the proposal are subject to the California Public Records Act and may be disclosed without notice to the Consultant.
4LEAF, Inc. acknowledges that all submitted proposal documents to the City are subject to the California Public Records Act and may be disclosed without notice.

5. A description of any and all proposed exceptions, alterations or amendments to the Scope of Services or other requirements of this RFP, including the Standard Contract (Attachment A). 4LEAF, Inc. has NO proposed exceptions, alterations, or amendments to the Scope of Services or other requirements, including the Standard Contract (Attachment A) for On-Call & Environmental Planning Services for the City of Pinole contained within this RFP.

6. List and explain any pending bankruptcies, liens, stop payment notices, judgments, lawsuits, arbitrations, mediations, foreclosures, and any similar actions filed or resolved in the past seven (7) years. Please indicate whether a client has ever terminated a contract for breach, and if so, please explain.
4LEAF, Inc. has NO pending nor prior litigations bankruptcies, liens, stop payment notices, judgements, lawsuits, arbitrations, mediations, foreclosures, and any other similar actions filed or resolved against them in the past seven (7) years related to performance of a professional services agreement or participation on a project.

Additionally, 4LEAF has experience zero (0) contracts or agreements that have been terminated due to breach of contract, or any other reason.

Proposal to Provide On
-Call & Environmental Planning Services to the City of Pinole Page 38 Section I: Required Statements & Documents May 6, 2024

CITY OF
PINOLE
Proposal Prepared By

CSG CONSULTANTS
550 Pilgrim Drive | Foster City, CA 94404
TEL : 650.522.2500 | FAX : 650.522.2599
www.csgengr.com
Proposal for On-Call & Environmental
Planning Services
MAY 6, 2024

Request for Proposals On-Call & Environmental Planning Services i May 6, 2024
Lily Whalen, Community Development Director
City of Pinole
Community Development Department
2131 Pear Street
Pinole, California 94965
Subject: Request for Proposals On-Call & Environmental Planning Services Dear Ms. Whalen,
Thank you for the opportunity for CSG Consultants (CSG) to present an overview of our Planning and Environmental Planning services qualifications to the City of Pinole (City). A bayfront community with approximately 19,000 residents, the City has experienced an increase in development within the last five years with an anticipated steady increase in planning requests and entitlements. In addition to development projects, the City also anticipates the need for longrange planning assistance associated with major updates to the General Plan, adoption of a Climate Action and Adaptation Plan, and implementation of the Housing Element. Given the increase in development and long-range planning needs, we understand the City has requested assistance with On-Call and Environmental Planning Services, specifically for (1) Environmental Planning Services and (2) On-Call Planning Services. To meet the City’s needs, CSG brings specialized Planning expertise, a depth and breadth of highly experienced staff, a deep bench of technical consultants, an office within proximity to the City, and the ability to adapt to the City’s changing needs. CSG has partnered with a subconsultant team which includes FirstCarbon Solutions (FCS), WRA Environmental Consultants (WRA), Ninyo & Moore, Cornerstone Earth Group, Inc. (Cornerstone), and TJKM Transportation Consultants (TJKM) to provide support on technical studies for this environmental review. CSG has been providing services to the City of Pinole, Community Development Department since 2021.

Through our many years of service to our public agency clients, we have learned that key attributes a consultant can offer a client are expertise, experience, responsiveness, flexibility, and a solid understanding of community concerns. In addition to acting on these service principles, CSG has as a main objective – to focus on ensuring integrity and excellence in our analyses and processes, culminating in mutually beneficial solutions and the successful review of projects.

CSG is an employee-owned company and works solely for public agencies, serving as a seamless extension of municipal staff. We currently furnish planning, environmental, sustainability, building and safety, fire prevention, code enforcement, public works, and a host of additional services to over 250 municipal clients throughout California.

From our broad bench of licensed and certified professionals, we can select and readily commit team members ideally suited to deliver the exact services required and customize support to meet our clients’ unique and challenging needs.

Mr. Ethan Edwards, AICP, CSG’s Vice President of Planning Services, will serve as the Quality Assurance and Quality Control (QA/QC) manager. Mr. Bradley J. Misner, AICP, CSG’s Director of Development Services for Northern California, will serve as the client manager and QA/QC provider for this contract. Ms. Lorraine Weiss, Principal Planner, will serve as the main point of contact for the City. Contact information for Mr. Misner and Ms. Weiss is provided above.

We look forward to assisting the City with its Planning and Environmental needs. As President, I am authorized to legally bind the firm, and confirm our proposal is valid for (90) days. CSG is willing to accept the terms and conditions of the Standard Consulting Agreement without alteration and can fulfill the requirements of the Agreement; however, we request that the City consider a few revisions discussed in Section I, Required Statements/Documents. We have received and reviewed Addendum No: #01 (dated April 29, 2024) and Addendum No: #02 (dated April 29, 2024). Ms.

Weiss would be happy to answer any questions regarding our proposal.

Sincerely,
____________________________
Cyrus Kianpour, PE, PLS
President, CSG Consultants, Inc.

PROJECT CONTACTS
Bradley Misner, AICP
Director of Development
Services, Northern California
925.931.0370
[email protected]
Lorraine Weiss
Principal Planner
415.987.3057 Mobile
[email protected]

Request for Proposals On-Call & Environmental Planning Services ii

TABLE OF CONTENTS

SECTIONS
Cover Letter.................................................................................................................................................................i B. Company Profile .....................................................................................................................................................1 C. Organization and Staffing.......................................................................................................................................3 D. Description and Approach......................................................................................................................................8 E. Schedule of Work .................................................................................................................................................12 F. Subconsultants......................................................................................................................................................13 G. Cost Proposal .......................................................................................................................................................23 H. Resume, Relevant Project/Services with References ..........................................................................................29 I. Required Statements/Documents.........................................................................................................................34 TABLE
Table 1 Illustrative Schedule...............................................................................................................................................................................................12 Table 2 Hourly Rate Schedule-CSG.................................................................................................................................................................................23 Table 3 Hourly Rate Schedule-FCS ..................................................................................................................................................................................24 Table 4 Hourly Rate Schedule-WRA...............................................................................................................................................................................25 Table 5 Hourly Rate Schedule-Ninyo & Moore.......................................................................................................................................................26 Table 6 Hourly Rate Schedule-Cornerstone..............................................................................................................................................................27 Table 7 Hourly Rate Schedule-TJKM..............................................................................................................................................................................28 FIGURE
Figure 1. Organizational Chart............................................................................................................................................................................................ 4

APPENDICES
A
Resumes...........................................................................................................................................................................37

Request for Proposals On-Call & Environmental Planning Services 1 B. COMPANY PROFILE

FIRM PROFILE
CSG Consultants, Inc. (CSG) is an employee-owned California company with its local and headquarters office in Foster City, California. Additional support is available from our other offices in Fresno, Newman, Orange, Paso Robles, Pleasanton, Sacramento, and San Jose. Founded in 1991, CSG performs work solely for public agencies, eliminating the potential for conflicts of interest between developers and agencies. In this way, we can focus exclusively on the specific needs of our municipal clients. CSG has grown steadily in both revenue and staff size, and now has over 350 employees serving customers throughout California.

NAME OF FIRM: CSG Consultants, Inc.

YEARS IN BUSINESS: 33 (Established in 1991)
PRIMARY CONTACT: Lorraine Weiss, | Principal Planner
415.987.3057 cell | [email protected] email
HEADQUARTERS: 550 Pilgrim Drive, Foster City, CA 94404
REGIONAL OFFICES: 3875 Hopyard Road, Suite 141, Pleasanton, CA 94588 5151 North Palm Avenue, Suite 530, Fresno, CA 93704
3150 Almaden Expressway #255, San Jose, CA 95118
1303 J Street, Suite 270, Sacramento, CA 95814
930 Fresno Street, Newman, CA 95360
809 9th Street, Suite 2A, Paso Robles, CA 93446
3707 W. Garden Grove Boulevard, Orange, CA 92868
EMPLOYEES: 350+
TYPE OF BUSINESS: California Corporation • Incorporated June 15, 2000 • Federal ID: 91-2053749 Our multi-disciplined municipal services staff consists of the following types of professionals:

Request for Proposals On-Call & Environmental Planning Services 2

COMPREHENSIVE MUNICIPAL SERVICES
CSG provides a wide range of services to community development and public works departments, serving as an extension of agency staff. We are customer-centric and organized into the lines of business outlined below, each managed by highly experienced industry experts.

Request for Proposals On-Call & Environmental Planning Services 3 C. ORGANIZATION AND STAFFING

TEAM AND ORGANIZATIONAL STRUCTURE
CSG’s business model is to serve as an extension of municipal staff. Our team members excel at customer service and maintain CSG’s high standards of integrity, responsiveness, and work quality. We do this seamlessly, minimizing disruption to the City’s existing workflows and processes.

The majority of the 350+ individuals within our firm have provided public agency services throughout their entire careers. Our talented personnel, having held positions within communities facing similar development concerns as the City of Pinole, bring a wealth of ideas, experience, and solutions. Depending upon the needs of our clients, we can serve in either a project-specific or on-call staff augmentation capacity.

CSG proposes the following staff and organizational structure found on the following page, Figure 1, Organizational Chart, for this contract. We take pride in providing team members who have a variety of project experience, who are motivated to excel in the Planning field, and who have technical and customer service skills that are crucial to on-the-job success. CSG’s Director of Developmental Services, Bradley Misner, AICP, will serve as contract manager and QA/QC for the City. Ms. Weiss will serve as the main point of contact for the City for this contract and will be supported by Principal Planner, Farhad Mortazavi; Lisa Newman, Senior Planner; Matthew Weintraub, Senior Planner; Glenn Lajoie, AICP, Director of Environmental Services; Liza Debies, Senior Environmental Planner; and Kelli Allen, Associate Environmental Planner. Ms. Weiss will manage the workflow associated with assigned planning projects and Mr. Lajoie will manage the environmental work. Additional information about the subconsultants supporting CSG in this contract are provided in Section F, Subconsultants, below.

Following the Organization Chart is a summary of each individual as well as the work to be performed by each individual. Summaries for key staff for our subconsultant team is provided in Section F, Subconsultants.

References and relevant project experience for CSG staff members is provided in Section H, Resume, Relevant Project/Services with References. References for subconsultant staff members is available upon request.

Resumes for our proposed team members (including subconsultants) are provided in Appendix A. The resumes provide additional information, including qualifications, licenses, and experience of each individual.

Request for Proposals On-Call & Environmental Planning Services 4 Figure 1. Organizational Chart

ENVIRONMENTAL STAFF
Glenn Lajoie, AICP
Director of Environmental Services
Liza Debies
Senior Environmental Planner
Kelli Allen
Associate Environmental Planner
Bradley Misner, AICP
Director of Development Services, NorCal

PLANNING STAFF
Lorraine Weiss
Principal Planner
Farhad Mortazavi
Principal Planner
Lisa Newman
Senior Planner
Matthew Weintraub
Senior Planner

CONTRACT MANAGER
Ethan Edwards, AICP
Vice President of Planning Services

QA/QC MANAGER

SUBCONSULTANTS
FIRSTCARBON SOLUTIONS (air quality/GHG analyses, biological resources/wetland, cultural resources, & acoustical studies) Jackie Winkel, MUP - Air Quality/Greenhouse Gas Emissions and Energy Analyses Specialist Robert Carroll - Biological Resources and Wetland Studies Specialist Dana DePietro, PhD, RPA - Cultural Resources Studies Specialist Philip Ault, MS, LEED AP - Acoustical Studies Specialist WRA (biological resources and wetland studies)
Leslie Allen - Principal Regulatory Permitting Specialist Bernhard Warzecha - Senior Regulatory Permitting Specialist NINYO & MOORE (hydrological, geotechnical, and hazardous materials studies) Aubrey Cool, PG - Principal Geologist
William Larkin, CAC, LRC I/A & PM - Principal Environmental Scientist Peter Connolly, PE, GE - Principal Engineer
CORNERSTONE EARTH GROUP (geotechnical and hazardous materials studies) John R. Dye, PE, GE - Senior Principal Engineer
Chris J. Heiny, PG - Principal Geologist
TJKM (transportation studies)
Nayan Amin, TE - President
Sandeep Paparaju - Senior Project Manager
Praveena Samaleti - Senior Project Manager

Request for Proposals On-Call & Environmental Planning Services 5 ETHAN EDWARDS | AICP | VICE PRESIDENT OF PLANNING SERVICES About Mr. Edwards serves as the Vice President of Planning Services for CSG Consultants. To this role, he brings expertise in current and advanced planning, design review, coastal development review and CEOA, project and planning staff management, and professional practice building from over 24 years of increasingly complex land use planning and management experience in Orange and Los Angeles Counties, northern California, and the State of Oregon. Prior to joining CSG, Mr. Edwards served as a planner for several public and private sector organizations and has served in various management roles including Community Development Director, Planning Manager, and Principal Planner. Mr. Edwards will serve as the QA/QC manager.

Relevant Projects The District at South Bay | Carson, California – Project Manager City of El Segundo Planning Services | El Segundo, California – Principal Planner City of Garden Grove Planning Services | Garden Grove, California – Principal Planner BRADLEY MISNER | AICP | DIRECTOR OF DEVELOPMENT SERVICES FOR NORTHERN CALIFORNIA About To his role as Director of Development Services for Northern California for CSG Consultants, Mr.

Misner brings expertise gained from over 28 years in the field, including extensive public agency employment experience. His wide range of municipal planning skills and experience includes current and policy planning, zoning law creation and administration, and public administration.

Further, as the Community Development Director for the City of Benicia, Mr. Misner directed the creation of objective planning standards, including the public outreach and public hearing process. Mr. Misner will serve as the client manager and QA/QC provider.

Relevant Projects City of Fullerton Planning Services | Fullerton, California – Principal Planner City of El Segundo Planning Services | El Segundo, California – Principal Planner City of Sonora Planning Services | Sonora, California – Principal Planner LORRAINE WEISS | PRINCIPAL PLANNER
About Ms. Weiss serves as a Principal Planner for CSG Consultants and provides planning assistance to public agency clients using her knowledge of land use entitlements, development processes, CEQA, public engagement, and policy analysis for municipalities. Ms. Weiss is a land use planner with over 30 years of experience, has well-developed communication, organizational, and project management skills, and is passionate about contributing to creating a sense of place through community input and quality design. Ms. Weiss will serve as the main point of contact for the City and will provide senior management for the provision of planning services.

Relevant Projects Town of Corte Madera Planning Services | Corte Madera, California – Environmental Services Manager
City of Mill Valley Planning Services | Mill Valley, California – Principal Planner Town of Colma Planning, Environmental, and Sustainability Program Management Services | Colma, California – Principal Planner
FARHARD MORTAZAVI | PRINCIPAL PLANNER
About Mr. Mortazavi provides principal planner services on behalf of CSG Consultants. Through his over 25 years of experience, he has developed expertise in urban and regional planning; governmental affairs and associated communications; and departmental management in planning, building, and code enforcement. He has held positions including Development Services Director with the City of Shasta Lake, Community Development Director for the City of Millbrae, Design Review Officer for San Mateo County, and has served as a contract CSG Planning Manager for multiple jurisdictions. Mr. Mortazavi will provide senior management for the provision of planning services for this contract.

Relevant Projects City of Plymouth Planning and Environmental Services | Plymouth, California– Planning Director City of Jackson Planning Services | Jackson, California – City Planner Town of Colma Planning, Environmental, and Sustainability Program Management Services | Colma, California – City Planner

Request for Proposals On-Call & Environmental Planning Services 6 MATTHEW WEINTRAUB | SENIOR PLANNER
About Mr. Weintraub has more than 20 years of experience in a wide range of planning fields, including application review and project implementation, environmental review, historic preservation, transportation planning, and geographic information systems (GIS). He has served jurisdictions throughout California including some of the largest cities and some of the smallest towns. His broad planning experience, background in geography, and technical knowledge of GIS make him a versatile team member. Mr. Weintraub will provide day-to-day planning services and GIS support.

Relevant Projects Janss Marketplace Hotel EIR | Thousand Oaks, California – GIS Support Staff EV Charger Infrastructure | Thousand Oaks, California – GIS Support Staff Town of Colma Bicycle and Pedestrian Master Plan | Colma, California – GIS Support Staff GLENN LAJOIE | AICP | PRINCIPAL, DIRECTOR OF ENVIRONMENTAL PLANNING About Mr. Lajoie has over 35 years of experience in the environmental planning profession. Mr. Lajoie’s diverse background includes a wide range of CEQA/ NEPA compliance studies, including policy, development, and infrastructure projects. He has served in various roles on projects, including Project Director, Project Manager, Quality Control, and lead for navigating complex regulatory processes. Mr. Lajoie has an extensive background with agencies throughout California. The geographic context is wide ranging including: resort and destination projects in the Town of Mammoth Lakes; numerous infrastructure and desalination project reviews in the Community of Cambria; downtown high rise and mixed-use proposals in Long Beach; city center and neighborhood revitalization opportunities in Lancaster; buildout of the City’s Business Park Master Plan in Cypress; over two million square feet of expansion for the Raytheon Corporate facility in El Segundo; campus modernization and enhancement projects in the University of California, Riverside; the master plan update for the Hotel del Coronado; and the 2035 General Plan Update for Buena Park. Mr. Lajoie will provide senior management for the provision of environmental services.

Relevant Projects Janss Marketplace Hotel EIR | Thousand Oaks, California – Project Director 1890 South Coast Highway, Mixed-Use Redevelopment Project IS/MND | Laguna Beach, California – Project Director
ARCO Commercial Center and Car Wash Project | Plymouth, California – Project Director LIZA DEBIES | SENIOR ENVIRONMENTAL PLANNER
LISA NEWMAN | SENIOR PLANNER
About Ms. Newman has provided a comprehensive range of city and environmental planning services in the San Francisco Bay Area for more than 30 years. She has served as both public agency staff and as the Principal/Owner of Newman Planning Associates (NPA). Ms. Newman is adept at building and managing teams of professionals, advisory groups, and non-profit Board members to achieve strategic goals. Prior to her service in Mill Valley, she ran an independent consulting firm where she provided comprehensive current and long-range planning and environmental services to local government agencies, community organization, and private clients throughout the Bay Area. Ms. Newman will provide day-to-day planning services.

Relevant Projects Mill Valley Lumber Yard Redevelopment | Mill Valley, California – Senior Planner 550 Miller Avenue Mixed Use Development | Mill Valley, California – Senior Planner Bayside Park Pier Reconstruction | Mill Valley, California – Senior Planner About Ms. Debies has more than 12 years of professional experience and more than 8 years of experience in managing the preparation of CEQA and NEPA documents, including EIRs, IS/MNDs, Addenda, Environmental Assessments (EAs), and Categorical Exemptions and Categorical Exclusions. She has completed CEQA and/or NEPA documentation for public infrastructure, materials recovery facilities (MRFs), mixed-use developments, residential, commercial, retail, transportation, industrial, recreational, and institutional projects. She has expertise in aesthetics, land use and planning and land use compatibility, transportation and circulation, utilities and services systems, and alternatives analysis, as well as in evaluating large public infrastructure projects. Ms. Debies will review environmental analysis documents and provide senior management.

Request for Proposals On-Call & Environmental Planning Services 7 Relevant
Projects
1890 South Coast Highway, Mixed-Use Redevelopment Project IS/MND | Laguna Beach, California – Senior Project Manager
Mixed Use Special District Project Supplemental EIR | Walnut Creek, California – Senior Project Manager
2023–2031 (6th Cycle) Housing Element Update Program EIR | Pleasanton, California – Senior Project Manager
KELLI ALLEN | ASSOCIATE ENVIRONMENTAL PLANNER
About Ms. Allen serves as an Associate Environmental Planner for CSG Consultants with 2 years’ experience in the environmental planning field. She is a recent graduate of UCLA, earning two Bachelor of Arts Degrees in Environmental Studies and Political Science. Ms. Allen has experience preparing environmental impact reports, initial studies/mitigated negative declarations, and safety elements. Ms. Allen recently assisted in the preparation of an IS/MND for a proposed gas station, car wash, and commercial project in the City of Plymouth, and an EIR for a proposed dual hotel and retail use in the City of Thousand Oaks and is currently preparing an IS/MND for a mixed-use redevelopment project in Laguna Beach. Ms. Allen has experience drafting presentations and communicating with public agencies and clients, and writing administrative CEQA documents, including Project Descriptions, Notices of Availability, Preparation, and Determination, and OPR summary documents. Ms. Allen will prepare environmental review documents and provide project management support.

Relevant
Projects
Janss Marketplace Hotel EIR | City of Thousand Oaks – Lead Analyst 1890 South Pacific Coast Highway, Mixed-Use Redevelopment Project | City of Laguna Beach – Lead Analyst
ARCO Commercial Center and Car Wash Project | City of Plymouth – Lead Analyst

Request for Proposals On-Call & Environmental Planning Services 8 D. DESCRIPTION AND APPROACH
CSG views every assignment and project as an opportunity to build long-lasting, meaningful working relationships with our clients. We ensure a clear line of communication with every client, stakeholder, agency, decisionmaker, and project team member to ensure assignments and projects achieve and exceed expectations. We are solutionsoriented, focused on teamwork, and maintain a high level of professionalism in everything we do. Our mission is to consistently meet or exceed our client’s expectations in a responsible and efficient manner.

At CSG, we act as project managers in most of our efforts, but we are first and foremost planners. Our goal is to always perform as a “partner planner” for our clients, providing additional support and services to existing agency staff members. CSG’s project managers bring decades of project management experience, implementing best practices, while delivering work products on time and within budget.

A comprehensive approach to project management includes attention to land use planning, economic feasibility, urban design, and the environment. Our project management philosophy is built upon the anticipation of, and preparation for, all issues that may arise throughout the project process. By constantly considering and developing the appropriate process and plan to address political, environmental, social, and design challenges/opportunities, we can better serve the City while delivering the highest quality product. Our management team of senior professionals will work in close partnership with City staff to ensure continuous coordination of our proposed services. They will assist the City in determining planning and environmental review requirements with support from additional CSG planners and technical staff that allow our team to provide a wide range of services in a cost-effective manner.

With each assignment, we assemble our CSG team and partner with technical subconsultants most appropriate and experienced for the required analysis. Our subconsultant team of experts has worked together with the Planning and Environmental Planning team for many years, assuring continuity and the understanding of expectations for concise writing styles, analysis, documentation, and time management. In addition, upon initiation of a project, each team member along with the subconsultant team will be provided with the agreed upon scope of work, project schedule and budget, and will attend project initiation meetings, as needed. CSG’s Project Manager will serve as the main point of contact, ensuring a consistent flow of information between City staff, CSG, and subconsultants.

CURRENT AND ADVANCED PLANNING
At CSG we believe that changing environmental conditions, increased need for housing, diminishing raw land inventory, complex mobility issues, urban infill opportunities, and economic feasibility are all becoming pivotal factors driving projects and the future of development. Our team fuses thoughtful creativity with function, practicality with aesthetics, and connecting places with people.

CSG's approach to current and long-range planning is to “dig in” and become familiar with the City’s General Plan, Zoning Code, other development process resources, ongoing projects, and development trends so that we may best assist the City. Our staff planners perform planning activities, such as (but not limited to):
 Analyzing a project’s compliance with the City’s plans, policies, and regulations. Our staff is familiar with conducting site plan review, plan checks, and design review; historic review, evaluating Tentative Maps, development permits, conditional use permits, and other permits; and conducting General Plan and zoning amendments;
 Reviewing and processing both ministerial and discretionary applications;  Researching, compiling, and analyzing social, economic, environmental, and associated data;  Preparing the necessary long-range planning documents and amendments;

Request for Proposals On-Call & Environmental Planning Services 9  Meeting with developers, their consultants and other project proponents, such as property owners and other interested groups. We recognize that these are important groups and individuals to any project; and  Providing public counter services, including but not limited to, answering general questions and processing Zoning Clearances, Accessory Dwelling Unit Zone Clearances, Temporary Use Permits, Home Occupation Permits, and/or Short-Term Rentals permits.

Members of our staff are actively working in a variety of methods both hybrid and full-time in agency offices, holding regular office hours, and answering public inquiries by email, mail, or telephone, whichever schedule the client wishes. Our staff are available to attend community meetings and present at public hearings; prepare staff reports, resolutions, ordinances; and prepare in-person and/or electronic presentations.

CSG staff also has knowledge and experience in providing affordable housing support, preparing and administering grants, preparing parking studies, performing fiscal and economic analyses, as well as providing Geographic GIS assistance.

Current Planning
CSG’s Planning team provides contract staff support, entitlement services, and project management for a variety of types of projects. We excel at interfacing with public agencies and elected officials, tackling a wide range of current planning issues, and serving as case planners, applicant liaisons, or even assisting the public at the counter. Our staff planners perform daily planning activities, including (but not limited to):
 Zoning review and compliance;
 Project entitlement services;
 Subdivision Map Act compliance;
 Site plan review and design review;
 Plan check;
 Construction inspection services based on approved plans and conditions of approval; and  Other services as needed.

Our planning staff also serve as an extension of City staff, preparing staff reports, ordinances, resolutions, and making presentations to Zoning Hearing Administrators, Design Review Boards, Planning Commissions, City Councils or Boards of Supervisors.

Advanced Planning
CSG’s planners are well versed in the creation and management of long-range policy documents, and assist communities with community engagement, visioning, goal setting and implementation, as well as project coordination for applicants and their consultant teams. Our team has prepared General Plans, Specific Plans as well as Community and Area Plans, Climate Action and Adaptation Plans, Design Guidelines, Zoning Code updates, and Economic Development Plans.

ENVIRONMENTAL PLANNING SERVICES
CSG has the environmental staff resources to manage and prepare clear, concise, and legally defensible environmental documents under the California Environmental Quality Act (CEQA) and the National Environmental Policy Act (NEPA) for projects of all types, including development, infrastructure improvements, ecological enhancements, and policy adoption documents, such as General Plans and Specific Plans. CSG will serve as an

Request for Proposals On-Call & Environmental Planning Services 10 extension of City staff to ensure that the entire environmental review process is conducted in a comprehensive manner. Our objective is to provide premium services to our clients, along with highly accurate technical documentation and impact determinations.

We can assist the City with recommendations and scoping for the appropriate CEQA and NEPA documentation and, should an EIR be the determined clearance, CSG can lead the preparation of response to comments and any required findings of facts/statement of overriding considerations. We are also ready to assist the City with project stakeholder coordination, filing of public notices (including electronic filing with the State Clearinghouse), participation in public hearings, peer review of technical studies, and complete project management services throughout the environmental review process.

Our range of types of CEQA studies includes (but is not limited to):
 Categorical Exemptions,
 Initial Studies (with all applicable technical reports to support an adequate determination),  Negative Declarations,
 Mitigated Negative Declarations,
 Environmental Impact Reports (EIRs)
 Project/Program/Focused/Supplemental/Subsequent EIRs,  Addendum to previously approved and certified environmental analyses  Consistency checklists,
 Mitigation monitoring programs,
 All notices required per CEQA such as Notices of Intent/Preparation/Determination, and  Providing peer review of CEQA documents prepared by project applicants.

Approach to Environmental Planning
CSG planners are environmental stewards for our natural and built environments. CSG’s approach to environmental documentation is to understand and analyze each project based on the pertinent environmental issues. CSG’s methods emphasizes technically solid, impartial analysis, and active management to keep projects on schedule and within budget. Our approach entails an efficient process to ensure that studies are comprehensive, objective, technically accurate, and complete, while maintaining a focus on the schedule established for review. Our management style includes consistent and regular interaction and communications between staff, the CSG team, and other interested/responsible governmental agencies and parties, as appropriate, allowing for frequent exchange of information without loss of time or resources. We pride ourselves on our ability to turn products around quickly and effectively without sacrificing quality and accuracy.

We understand the importance of confirming the Project Description as early in the process as possible to ensure consistency between technical documents and avoid the need to redo analyses. We also complete a comprehensive review of the project to determine whether it is exempt from environmental review. If it is determined the project is not exempt, CSG then proceeds with the preparation of an Initial Study pursuant to Appendix G of the CEQA Guidelines in consultation with the City. The Initial Study provides a screening and threshold review for each topical area to confirm and proceed with the appropriate CEQA clearance review. CSG also considers recent legislation and court decisions pertaining to environmental review, along with City requirements.

Additionally, and more specifically, we embrace the following steps in the review process:

Request for Proposals On-Call & Environmental Planning Services 11  Establish a communications protocol and technical leads, including subconsultants and other key team members to ensure project critical information is efficiently and accurately conveyed across the team.  Ensure roles/responsibilities are clear for efficient management of assignments and quality control of services and deliverables.
 Determine key project description details with the City early to facilitate accurate and consistent reviews and analysis.  Agree on initial project schedule and budget and a protocol for updating status during project phases.  Verify that the technical approach/scope of services, as conveyed in the proposal, meets City’s expectations following completion of the Project Description.
 Collaborate upfront with the City on standard templates for project deliverables, including peer review technical memoranda and CEQA document components.

Request for Proposals On-Call & Environmental Planning Services 12 E. SCHEDULE OF WORK
CSG will meet with City staff during the project initiation phase to determine an initial schedule and protocol for updating status during project phases. We possess state-of-the-art computer infrastructure, equipped with highperformance hardware and advanced software applications. Our robust network ensures secure and efficient schedule management, facilitating seamless communication and collaboration among our team members. Our Environmental Planning team meets weekly to discuss the status of projects. Once a project is underway, we recommend scheduling regular status meetings with City staff. This ensures challenges and constraints are discussed as soon as they come up, and the CSG team can recommend short and/or long-term solutions to keep a project moving forward. Table 1, Illustrative Schedule, provides a sample schedule for different types of CEQA clearance.

NEPA projects would have similar timelines for projects with similar levels of environmental review. CSG’s scope of work and proposed tasks will depend on the nature of a specific project.

Table 1
Illustrative Schedule
Tasks Timeline/Month
Monthly Progress Reports
Kickoff Meeting
Monthly
1 Master Schedule
Data Needs Request
Administrative Draft Project Description
City Staff Review of Administrative Draft Project Description Approval of Project Description
1 1
1 1
1 Technical Analyses 2
Administrative Draft Initial Study
Meeting to Discuss the Initial Study Findings
2 2
Initial Study/Mitigated Negative Declaration
Administrative Draft Initial Study/Mitigated Negative Declaration Preliminary Draft Initial Study/Mitigated Negative Declaration Public Review Draft Initial Study/Mitigated Negative Declaration 30 Day Public Review Period
Administrative Draft Responses to Comments and MMRP
Final Initial Study/Mitigated Negative Declaration
3 3
4 4-5
5-6
6 Environmental Impact Report
Administrative Draft Notice of Preparation
Publish Notice of Preparation
30 Day Scoping Period
Administrative Draft Environmental Impact Report
Preliminary Draft Environmental Impact Report
Public Review Draft Environmental Impact Report
45 Day Public Review Period
Administrative Draft Responses to Comments and MMRP
Final EIR
3 3
3-4
6 6
6-7
7-9
9 9
Public Hearings/Project Approval
Notice of Determination Within 5 Days of
adoption/certification of
Hearings To Be Determined

Request for Proposals On-Call & Environmental Planning Services 13 F. SUBCONSULTANTS
A brief firm profile of each subconsultant, summary of key staff, references, and relevant projects is provided below.

Resumes for the subconsultant team are provided in Appendix A. The resumes provide additional information, including qualifications, licenses, and experience of each individual. A fee schedule for each subconsultant is provided in Section G, Cost Proposal, below. Additional references are available upon request.

FIRSTCARBON SOLUTIONS
Founded and incorporated in 1982, FCS International, Inc., doing business as FCS, is a California Corporation that has provided hundreds of local governments, State, and federal agencies, as well as private development clients with oncall environmental and planning services. For more than 41 years, FCS has prepared a full range of environmental documentation for a variety of projects, including planned communities, residential subdivisions, industrial, commercial, retail, mixed-use, waste treatment facilities, transportation facilities, schools, theaters, landfills, dams, reservoirs, cemeteries, churches, and golf courses. FCS also provides air quality and greenhouse gas (GHG) emissions analysis, energy analysis, noise analysis, and biological, cultural and archaeological, historic, visualization/geographic information system (GIS), and sustainability planning services. FCS serves clients in the Western United States with 135 staff members located in Walnut Creek, Sacramento, Fresno, Irvine (HQ), and San Bernardino. Below are FCS’s broad-based environmental services:
• CEQA/NEPA Documentation
• Air Quality and GHG Emissions Analyses
• Archaeological Surveys, Testing, and Salvage
• Biological Surveys and Assessments
• Climate Action Plans (CAPs)
• Cultural Resources Evaluations (Section 106)
• Development Applications and Entitlements
Processing/Review
• Due Diligence-level Site Assessments
• Energy Analyses
• Expert Witness Testimony, Peer Review, and
Consensus Building
• Fugitive Dust Control and Construction
Mitigation Plans
• GIS Mapping and Analyses
• Habitat Characterizations, Mapping, and
Impact Analyses
• Hazardous Materials Risk Analyses
• Health Risk Assessments (HRAs)
• Historic Property Survey Reports
• Historic Resources Compliance Reports
• Legislative and Policy Analyses
• Mitigation Monitoring and Reporting
Plans/Programs (MMRPs)
• Municipal Ordinance Updates
• Native American Consultation
• Noise and Vibration Analyses
• Opportunities and Constraints Analyses
• Paleontological Surveys and Salvage
• Permit Processing (Clean Water Act [CWA]
404, CWA 401, Fish and Game Code 1600,
Endangered Species Act Section 7)
• Phase I Environmental Site Assessments
(ESAs)
• Public Outreach Programs (Websites,
Microsites, Scoping Meetings, Public Noticing,
Mailing Lists, Public Hearings)
• Regulatory Compliance Assistance
• Renewable Energy Site Assessments
• Site-specific Community Planning
• Special-status Species Surveys
• Specific Plans
• Sustainable Community Analyses
• Visual Simulations/Visualization Services
• Wetlands Delineation and Permitting
• Zoning Compliance and Permits

Request for Proposals On-Call & Environmental Planning Services 14 JACKIE WINKEL | MUP | AIR QUALITY/GREENHOUSE GAS EMISSIONS AND ENERGY ANALYSES

SPECIALIST
About Ms. Winkel is an environmental and air quality planning professional with more than 12 years of experience in air quality and GHG emissions impact analyses, urban planning, and project management. Ms. Winkel has a thorough knowledge and understanding of air quality analysis, including factors affecting air pollution distribution, emissions quantification, and mitigation strategies. She is well versed in the CEQA process and in reviewing and commenting on air quality and GHG emissions analyses in CEQA documents. Additionally, Ms. Winkel is knowledgeable in the implementation and analysis of BAAQMD CEQA guidelines and thresholds and proficient in the use of air quality and GHG emissions models, such as California Emissions Estimator Model (CalEEMod), American Meteorological Society/Environmental Protection Agency Regulatory Model (AERMOD), OFFROAD, and EMission FACtors (EMFAC). She is proficient in communicating with, and presenting to, local government staff, consultants, the general public, and other stakeholders. Ms. Winkel also has experience in training, supervising, and guiding junior level staff.

Ms. Winkel will be responsible for the preparation of the air quality and GHG emissions analyses, as needed, for future projects.

ROBERT CARROLL | BIOLOGICAL RESOURCES AND WETLAND STUDIES SPECIALIST About Mr. Carroll has more than 15 years of experience in environmental analysis, biological resources, and regulatory permitting. Mr. Carroll’s expertise includes multi-agency regulatory permitting and compliance (NEPA, CEQA, and California and federal Endangered Species Acts), natural resource assessments, special-status flora and fauna species surveys, construction compliance monitoring, and wildlife habitat assessments. Mr. Carroll has extensive experience managing wetland delineation projects and performing regulatory permitting pursuant to the jurisdiction of the CDFW, the RWQCB, the USACE, and other local and regional agencies and organizations. He is well versed in the CWA Sections 404 and 401 permitting and the CDFW Code 1602 permitting. Mr.

Carroll will be responsible for the preparation of the biological resources analyses and wetland studies, as needed, for future projects.

DANA DEPIETRO | PHD, RPA | CULTURAL RESOURCES STUDIES SPECIALIST About Dr. DePietro is a Registered Professional Archaeologist (License No. 13517) who meets the Secretary of the Interior’s Standards for historic preservation programs in archaeology. Dr.

DePietro has more than 21 years of experience in all aspects of cultural resources management, including prehistoric and historic archaeology, paleontology, materials conservation, history of art and architecture, and community engagement. He has experience in compliance with NEPA, CEQA, the National Historic Preservation Act (NHPA), and the Archaeological Resources Protection Act. Dr. DePietro has completed cultural resource projects that have involved agency, client, Native American, and subcontractor coordination; treatment plans and research design development; archival research; field reconnaissance; site testing; data recovery excavation; construction monitoring; site recordation; site protection/preservation; mapping/cartography; spatial analysis/GIS; laboratory analysis; materials conservation; artifact curation and exhibition; and report production. He has completed projects in California within the jurisdiction of the Bureau of Land Management (BLM) and other federal agencies requiring compliance with Section 106 of the NHPA. He has also completed projects throughout California under CEQA for State and local governments and municipalities and has worked with clients to ensure deliverables meet and exceed the standards set by the California Office of Historic Preservation (OHP). Dr. DePietro will be responsible for the preparation of the cultural resources analyses, as needed, for future projects.

Request for Proposals On-Call & Environmental Planning Services 15 PHILIP AULT | MS, LEED AP | ACOUSTICAL STUDIES SPECIALIST About Mr. Ault has more than 18 years of experience in noise environmental impact analysis. As the Director of Noise Services, Mr. Ault is responsible for overseeing climate-sustainability strategy, noise studies, and environmental management systems and regulatory compliance with CEQA and NEPA requirements. He has prepared project-level technical noise analyses and programmatic noise and vibration impact analyses for programmatic-level CEQA analyses, including general plans, general plan updates, and specific plans. Mr. Ault has managed more than 900 projects that included the coordination of technical teams across multiple disciplines, firms, and municipal staff. In the past five years, Mr. Ault has also taken on the management of multiple CEQA and NEPA projects that involved the preparation of Addenda, Exemptions, Initial Studies, Environmental Impact Reports (EIRs), and Environmental Assessments (EAs). In his role as Manager of the Noise Team, he trains staff on conducting field noise measurements in compliance with Federal Highway Administration (FHWA), California Department of Transportation (Caltrans), Federal Transit Administration (FTA), and Housing and Urban Development (HUD) standards, as well as providing director-level review of all noise analyses. Mr. Ault also provides senior oversight, peer review, and expert testimony for FCS’s noise services. Mr. Ault will be responsible for the preparation of the acoustical studies, as needed, for future projects.

Client References/Relevant Projects
Client: City of San Ramon
Reference: Ryan Driscoll, Associate Planner| 7000 Bollinger Canyon Road, San Ramon, CA 94583 925.973.2568 | [email protected]
Addendum to the North Camino Ramon Specific Plan EIR for the Iron Horse Village Project | City of San Ramon, California
May – December 2023
FCS prepared an Addendum to the North Camino Ramon Specific Plan EIR to evaluate the potential environmental impacts of the development of 117 dwelling units located on an approximately 9.5-acre site at 3401 Crow Canyon Road. Additionally, the project would include parking, as well as bioretention basins, lawn, and pedestrian pathways.

FCS’s deliverables included a Comprehensive Project Description, Administrative Draft Addendum, and the preparation of a Final Addendum. FCS also provided CEQA support, such as attending public hearings, preparing a Notice of Determination when completed, and general project management/coordination. The project and Addendum were approved on December 11, 2023.

Request for Proposals On-Call & Environmental Planning Services 16 WRA
WRA is an environmental consultancy that is making a net positive impact. They partner with public agencies, nonprofits, and private entities on multidiscipline projects in a variety of markets. From their roots in wetland research and supporting their first clients in the Bay Area following the inception of the federal Clean Water Act, they have more than 40 years of experience in California's diverse ecoregions. This gives them an understanding of the unique habitats throughout the state and the growing needs of local communities. WRA is proud to be an employee-owned, certified small business (SB-PW ref. #13333) with 100 team members working from four offices in California, including their headquarters in San Rafael, Emeryville, Petaluma, and San Diego.

WRA has a 40-year history and broad experience working with various Bay Area cities and counties. Their on-call agreements include the towns of Hillsborough, Colma, and Corte Madera; cities of San Rafael, South San Francisco, East Palo Alto, Burlingame, Redwood City, Mill Valley, Hayward, Livermore, San Ramon, and San Mateo; the counties of Marin, Santa Clara, and Sonoma; and agencies including Caltrans District 4, and Sonoma-Marin Area Rail Transit (SMART). WRA has provided environmental consulting services for 250 projects in Contra Costa County, including a handful of projects in the City of Pinole.

They understand that providing quality service to public agency clients goes beyond checking the appropriate boxes and writing reports. With their capacity and experience, they can provide the City and CSG with quick response times to task order requests, short lead times for mobilizing and completing field work, and strict schedules for completing necessary reports, while ensuring that the actions taken to meet these goals today does not impede progress on future projects and programs.

LESLIE ALLEN | PRINCIPAL REGULATORY PERMITTING SPECALIST About Ms. Allen specializes in managing multidisciplinary teams to support municipal clients through complex environmental permitting, mitigation, and monitoring efforts in the greater San Francisco Bay Area. The technical skills that Ms. Allen developed earlier in her career as a field biologist, wetland delineator, and construction monitor inform her approach to navigating environmental compliance and the relationships among regulators, project proponents, construction contractors, and other stakeholders. Ms. Allen is experienced with managing projects from conception to completion. Ms. Allen will provide senior management for the provision of biological analyses, wetland delineations, and regulatory permitting, as needed, for future projects.

BERNHARD WARZECHA | SENIOR REGULATORY PERMITTING SPECIALIST About Mr. Warzecha has over 13 years of experience delivering biological consulting projects, including managing multidisciplinary teams and subcontractors, and successfully establishing and strengthening relationships with colleagues, agencies, and clients. His expertise focuses on successfully completing all aspects of the permitting process required by USACE, RWQCB, USFWS, CDFW, BCDC, and local Habitat Conservation Plans; and the delivery of related technical documentation. Mr. Warzecha will complete biological resources (including wetlands) evaluations and will draft and review reports. He will also prepare regulatory permitting packages and coordinate will regulators, as needed, for future projects.

Client References/Relevant Projects
Client: Town of Hillsborough
Reference: Linda Roberson, Associate Planner| 1600 Floribunda Avenue, Hillsborough, CA 94010 650.375.7437 | [email protected]
On-Call Environmental Consulting Services | Town of Hillsborough, California 2019-Ongoing
In 2019, the Town awarded WRA an on-call professional services agreement to provide environmental review services and technical expertise. To date, WRA has been awarded four task orders. These task orders have all involved coordination with property owners or their contractors to assess their properties for biological and regulatory constraints. WRA biologists conduct activities such as stream corridor and riparian mapping, wetland delineations, habitat and land cover mapping, and special-status species reviews. Their results inform the property owners’ designs and facilitate their projects’ review by the Town’s Building and Planning Divisions.

Request for Proposals On-Call & Environmental Planning Services 17

NINYO & MOORE
Ninyo & Moore, a California Corporation, was established in San Diego in 1986 to provide exceptional geotechnical engineering, geologic, hydrogeologic, soil testing, materials testing and special inspection, and environmental consulting services to the public and private sectors. For the past 37 years, Ninyo & Moore has provided these services for the design and construction of municipal and commercial developments, industrial developments, highways and roadways, airports, bridges, dams, educational facilities, harbor and offshore structures, hospitals, landfills, light rail transit lines, pipelines, power stations, railroads, residential developments, reservoirs and tanks, transmission lines, tunnels, water and wastewater treatment plants, and other public and private development. Ninyo & Moore has 16 locations throughout the western United States including San Jose, Alameda, San Francisco, Sacramento, San Diego, Irvine, Fontana, and Los Angeles, California; Las Vegas, Nevada; Phoenix, Prescott, Safford, and Tucson, Arizona; Denver, Colorado; Houston, Texas; and Salt Lake City, Utah.

Ninyo & Moore’s personnel are licensed in their specific disciplines and are fully committed to providing the necessary resources for successful completion of projects. The geotechnical group provides services during the planning, design, value engineering, construction and post-construction phases of projects. These services include dam characterization, earthquake and fault studies, earthwork and grading, foundation design, geologic hazard evaluations, landslide evaluations, liquefaction, pavement design, seismic design and seismic hazard assessments, and slope stability. The environmental group has extensive experience with Phase I and II environmental site assessments and audits, asbestos and lead paint surveys, underground storage tank assessments, hazardous waste investigations, regulatory compliance, water resource development, soil and groundwater contamination studies, and remediation services. The geotechnical and environmental project staff brings a wealth of experience and diversity to any project and includes Registered Engineers and Geotechnical Engineers (PE, GE), Professional Geologists (PG, RG, CEG, CPG), Professional Hydrogeologists (HG), Professional Geophysicists (RGP), Certified Industrial Hygienists (CIH), Certified Safety Professionals (CSP), Certified Stormwater Professionals (QSD/P, QISP) and personnel with other applicable registrations, licenses, and certifications including Certified Asbestos Consultants (CAC), Certified Site Surveillance Technicians (CSST) and Certified Asbestos and Lead Professionals (AHERA, CDPH).

Request for Proposals On-Call & Environmental Planning Services 18 Client References/Relevant Projects
Client: Urban Tilth
Reference: Adele Ho, Construction Project Manager| 323 Brookside Drive, Richmond, CA 94801 510.232.0911 | [email protected]
Urban Titlth Nabeta Property | City of Richmond, California June 2023 – March 2024
Ninyo & Moore was retained by Urban Tilth to review a previously completed Phase I and Phase II ESAs for a former rose and cut flower nursery that operated from the 1940s until 1994 and was leased for organic farming after that.

The site is 6.7 acres in size and consists of 14 large greenhouses, a decommissioned boiler, a related former 4,000- gallon above ground storage tank (AST), an irrigation/domestic water well, and three residences. Based on their review, a Phase II ESA was conducted at the site to investigate the presence of hazardous materials. In addition, a drip line assessment for lead based paint and asbestos was conducted around the building on the property. Following the assessment, Ninyo & Moore has been working with Urban Tilth to mitigate the issues identified to allow organic farming to continue at the property.

Client: Transystems
Reference: Marian Rule, Principal and Senior Vice President| 2000 Center Street, Suite 303, Berkeley, CA 94704 510.835.2761 | [email protected]
AUBREY COOL | PG | PRINCIPAL GEOLOGIST
About As a Principal Geologist for Ninyo & Moore, Ms. Cool has experience in the environmental industry, specializing in Leaking Underground Fuel Tank (LUFT) case project management; groundwater monitoring program management; and soil, groundwater, and soil vapor investigations. Ms. Cool possesses an expert knowledge of California’s Low-Threat Underground Storage Tank Case Closure Policy and has provided her clients with the professional expertise to develop technical strategies to achieve timely and cost-effective case closures. Ms. Cool will provide senior management for the provision of geological and hazardous materialstudies, as needed, for future projects.

WILLIAM LARKIN | CAC, LRC I/A & PM |PRINCIPAL ENVIRONMENTAL SCIENTIST About Mr. Larkin has extensive experience in all aspects of asbestos and lead-based paint surveys and construction management programs, as well as environmental planning programs including transportation and city planning projects. He has participated in multi-family asbestos and leadbased paint surveys in both occupied and unoccupied buildings, aided in asbestos project design and provided project management and construction monitoring in educational, commercial, industrial, residential, and laboratory facilities. Mr. Larkin has conducted numerous environmental due diligence assessments and compliance reviews of retail, industrial, and commercial properties, as well as numerous biological/mold assessments for private and public clients. He has performed hundreds of Hazardous Building Material Surveys (HBMS) throughout the San Francisco Bay Area and Northern California. Mr. Larkin will be responsible for the completion of hazardous material studies, as needed, for future projects.

PETER CONNOLLY | PE, GE |PRINCIPAL ENVIRONMENTAL SCIENTIST About As Principal Engineer for Ninyo & Moore, Mr. Connolly manages and conducts geotechnical evaluations for commercial and public facilities, including highways, railroads, pipelines, and bridges.

He routinely performs slope stability analyses, flexible and rigid pavement, and underground pipeline design, prepares and reviews geotechnical reports, develops geotechnical design parameters, and provides recommendations for shallow and deep foundations, retaining structures, in-situ ground remediation, and earthwork. In a Project Management role, he performs project administration and management, provides supervision of and technical support to staff-level engineers and geologists, and reviews laboratory results, project plans, and specifications. Mr.

Connolly will be responsible for the completion of geological studies, as needed, for future projects.

Request for Proposals On-Call & Environmental Planning Services 19 Intermodal and Auto Facilities | Cities of Oakland and Richmond, California August – November 2019
Ninyo & Moore performed a limited geotechnical evaluation for the BNSF Oakland Intermodal Facility in Oakland, California and the BNSF Richmond Auto Facility in Richmond, California. The purpose of these evaluations was to assess the subsurface conditions at the sites and to provide recommendations for rehabilitation of the asphalt paved parking area. Ninyo & Moore’s services included review of previous geotechnical reports for the site vicinity and readily available geologic maps, and aerial photographs; performance of a site reconnaissance to observe the general site conditions and visually evaluate the pavement condition; coordination with Underground Service Alert to fieldmark underground utilities near the exploration locations; subsurface exploration consisting of coring the asphalt pavement and hand-excavating below the asphalt at the core locations to evaluate subsurface conditions on the site and to collect samples for laboratory testing; geotechnical laboratory testing on bulk soil samples collected from the excavation; compilation and engineering analysis of the field and laboratory data and the findings from the background review; and preparation of a report presenting the findings and conclusions from the evaluation and recommendations for repair or replacement of the asphalt pavement.

Request for Proposals On-Call & Environmental Planning Services 20

CORNERSTONE EARTH GROUP
Cornerstone integrates environmental consulting, geotechnical engineering, engineering geology, and construction services into a single, client-focused team to facilitate cost-effective site selection, project design, and site development. Cornerstone’s construction and remediation expertise allows the development of creative but practical solutions. With over 200 years of combined Principal experience, their team has the project leadership, experience, and practical focus to provide the value-adding service required by the City.

Cornerstone was founded in March 2007 and is a California Corporation with offices in Sunnyvale and Lafayette. Their staff of approximately 60 employees includes registered civil and geotechnical engineers, registered geologists, certified engineering geologists, certified hydrogeologists, staff engineers, staff geologists, engineering technicians and administrative personnel. They understand the importance of clear and concise communication and of maintaining a consistent project team during the design and construction phases to keep projects on schedule and on budget.

JOHN R. DYE |PE, GE | SENIOR PRINCIPAL ENGINEER
About Mr. Dye has over 33 years of experience in geotechnical engineering. His qualifications include extensive subsurface investigations, construction observation and management, analysis and design, cost estimating, and project management for public works, educational, residential, commercial, and industrial developments throughout Central and Northern California. Mr. Dye has extensive design and analysis experience in the following areas: soft soil settlement, slope stability, and surcharge design analyses of compressible soil sites; liquefaction mitigation studies, construction dewatering, underground utility, lift station, bore & jack, and water tank investigations; roadway and fill slope construction, landslide repairs, hillside grading, and expansive soils. Mr. Dye will provide senior management for the preparation of geotechnical studies, as needed, for future projects.

CHRIS J. HEINY, PG | PRINCIPAL GEOLOGIST
About Mr. Heiny has over 19 years of experience in environmental consulting services. He has performed environmental investigations for public agencies and school districts, commercial and industrial sites, and residential developments throughout California and the United States. Mr. Heiny has experience in managing site assessments; designing, implementing, and evaluating soil, soil vapor, and groundwater investigations; groundwater modeling; remedial system design, installation, and operation; and coordinating with local regulatory agencies. Mr. Heiny has other environmental experience, including groundwater statistical analysis, hazardous waste compliance, storm water compliance, air quality compliance and permitting, underground storage tank compliance, and landfill regulatory compliance and reporting. He is familiar with federal, state, and local environmental regulations, as well as working with public agencies. He is experienced with working with staff at the RWQCB, DTSC, ARB, local air districts including the BAAQMD, local water districts, and county health departments. Mr. Heiny will provide senior management for the preparation of Phase I Environmental Site Assessments (ESAs), as needed, for future projects.

Client References/Relevant Projects
Client: TKG/Jordex Management, Inc.

Reference: Nancy Kivelson | 214 Grant Avenue, Suite 325, San Francisco, CA 94108 415.434.4003 | [email protected]
Pinole Vista Shopping Center Renovations and Additions | City of Pinole, California 2010-2015
Cornerstone provided geotechnical engineering services for the Pinole Vista Shipping Center, which included geotechnical observation and testing during construction for several stores and pavement investigation for distressed pavements.

Environmental Consulting Services | City of Pinole, California 2010-Ongoing
Since 2010, Cornerstone has provided geotechnical services for over 10 projects within the City of Pinole.

Request for Proposals On-Call & Environmental Planning Services 21 TJKM
Founded in 1974, TJKM is a traffic engineering, traffic operation, and transportation planning firm that provides professional services throughout California, Texas, and Florida. TJKM is a disadvantaged and small business enterprise (DBE #40772 & SBE #38780). The TJKM Team is spread out amongst seven offices with selected senior staff members that permanently reside in California. TJKM currently has a staff of 40 employees with offices in Pleasanton (corporate), San Jose, Sacramento, Fresno, and Santa Rosa, CA; Austin, TX; and Tampa, FL. For 50 years, more than 3,500 satisfied clients in more than 380 jurisdictions have entrusted TJKM with their critical work. They serve a fullrange of clients, including municipalities, congestion management agencies, metropolitan planning organizations, transportation agencies, private developers, other consulting firms, and attorneys. TJKM’s primary service categories include transportation planning, traffic operations, traffic engineering design (including Plans, Specifications, and Estimates [PS&Es]), corridor studies, intelligent transportation systems (ITS), traffic safety, and multimodal studies.

TJKM has been involved in more than 8,000 transportation projects throughout California, and averages about 240 new projects each year. Traffic Impact Analysis (TIA) are a specialty at TJKM and staff are well trained and highly effective in analyzing potential impacts created by a new or modified development, and they develop creative solutions that our clients can implement. TJKM’s TIA services typically include Identifying Level of Service deficiencies, recommending alternative circulation systems, producing forecasts using transportation models, and providing mitigation measures for traffic impacts associated with a proposed development.

NAYAN AMIN |TE | PRESIDENT
About Mr. Amin has 34 years of both public and private sector experience in the areas of transportation planning, traffic impact studies, transportation management plans, construction scheduling, construction area signs, signing and striping, traffic signal coordination, traffic operations, transit priority, traffic signal systems, freeway and arterial management studies, and intelligent transportation systems planning, design and construction oversight. He specializes in macro and microscopic model development and application for analysis of impacts across all modes of transportation. His projects range from traffic studies for developments, specific plans, general plans, corridor studies, and area-wide studies to long-term planning studies. Studies also include multimodal operations, light-rail, bus rapid transit, pedestrian, bicyclists and traffic safety and operations. Mr. Amin will serve as the principal in charge and the QA/QC manager, as needed, for future projects.

SANDEEP PAPARAJU | SENIOR PROJECT MANAGER
About Mr. Paparaju has 11 years of professional experience in the areas of traffic operations, signal coordination, traffic impact studies, simulation modelling, bridge design, and construction oversight.

He has completed a variety of engineering tasks for many express lane projects, corridor system management plans, highway corridor operation analysis, signal timing, and transportation management plans. He is familiar with Caltrans project study phases: Preliminary Planning Study, Project Study Report, and Project Study Report-Project Development Support, Project Approval/Environmental Documentation, and PS&Es. He has extensive experience using various transportation engineering software packages, including Synchro, FreQ, VISSIM, TransModeler, HCS, Traffix, Vistro, and Sidra. Mr. Paparaju will provide senior management for the preparation of transportation analyses, as needed, for future projects.

PRAVEENA SAMALETI | SENIOR PROJECT MANAGER
About Ms. Samaleti has 17 years of experience in transportation/traffic engineering. She has completed a variety of engineering tasks for signal coordination projects, signal timing, congestion management programs, corridor studies, and multi-modal transportation analysis projects. She has also worked on traffic impact study projects, Comprehensive Traffic and Transportation studies, and Feasibility studies in India. She has experience with a variety of software packages, including Synchro 10, SimTraffic 10, Traffix, Vistro, HCS and VISSIM. Ms. Paparaju will be the traffic analysis task lead and will prepare the transportation analyses, as needed, for future projects.

Request for Proposals On-Call & Environmental Planning Services 22 Client References/Relevant Projects
Client: City of Pinole
Reference: Misha Kaur, Capital Improvement & Environmental Program Manager| 2131 Pear Street, Pinole, CA 94564 510.724.9839 | [email protected]
Local Road Safety Plan | City of Pinole, California
2021-2023
TJKM assisted the City of Pinole in preparing their Local Road Safety Plan (LRSP) to identify and address traffic safety issues on Pinole streets. This project included a review of the transportation system; systemic collision analysis; identification of the top 10 high risk intersections and 10 roadway segments; Emphasis Areas with 4 E’s strategies; a countermeasure toolbox; and safety projects. Two stakeholder meetings were conducted to receive feedback and comments and a project website with an interactive map tool was developed and utilized to gather community input.

The final report was submitted to the City in March 2023.

Client: Contra Costa County
Reference: Jeff Valeros, Senior Civil Engineer| 255 Glacier Drive, Martinez, CA 94553 925.313.2031 | [email protected]
On-Call Traffic and Transportation Engineering Services |Contra Costa County, California 2019-Ongoing
TJKM served as an on-call traffic and transportation engineering consultant to Contra Costa County. Some of the tasks that were assigned through this contract included the following projects:

Feasibility Study for Road Diet and Signal Coordination along San Pablo Dam Road: The purpose of this study was to optimize signal timing and evaluate the feasibility of a “Road Diet” on San Pablo Dam Road between El Portal Drive and Castro Ranch Road. TJKM was tasked with developing, implementing, fine-tuning, and optimizing signal timing at 12 intersections and evaluating the feasibility of a Road Diet. The study included the evaluation of six scenarios, including a combination of the existing roadway geometry and volume, and 2040 traffic volumes with and without the option of a Road Diet. The proposed road diet was evaluated and analyzed to convert the four-lane arterial street to a three-vehicular lanes roadway (one lane in each direction plus a two-way center left-turn lane) with bicycle lanes in both directions. TJKM also developed signal timing coordination at 12 intersections along San Pablo Dam Road. The various tasks performed as part of the study included traffic data collection, collision analysis, intersection level of LOS, and queuing analysis.

HSIP Cycle 10 Applications: TJKM prepared HSIP grant applications for Cycle 10 and submitted them to the County for review. The applications included traffic control system upgrades throughout the San Pablo Dam Road Corridor and the Bailey Road Corridor. This included numerous system upgrades as countermeasures to reduce serious collisions as well as significantly increase safety for all modes of travel.