The project's overall objective is to engage a consulting firm with expertise in zoning and land use law, public engagement, and urban planning. The consultant will conduct all services with staff and the community to craft a Zoning Code that is clear, equitable, and aligned with the local vision for future growth. In addition to providing these services, the consultant is tasked with reviewing related operations and suggesting additional services and actions that may further benefit the City.
ENVIRONMENTAL
N/A
DISCUSSION
During the process of completing the initial stages of the City's Comprehensive Zoning Code, Lisa Wise Consulting conducted an initial review of existing documentation and processes associated with Community Development. This review identified a need to update and improve the City's Industrial Objective Design Standards.
Industrial Objective Design Standards are specific, measurable criteria used to evaluate and guide the design of industrial buildings and sites, ensuring they meet defined requirements without subjective interpretation. These standards often address site planning, building design, pedestrian and vehicular access, landscaping, and more, aiming to create a functional and safe industrial environment while being aesthetically pleasing. The City's current standards have undergone periodic revisions; however, a thorough review and update of the standards has not been completed. Staff believes that performing this task in conjunction with the City's Comprehensive Zoning Code Update could significantly benefit short-term and long-term City goals by creating a streamlined, updated standard to adhere to.
In addition to being related to the original scope of work, the services associated with this assessment are considered professional/specialized as they can only be performed by a consultant with the necessary training and expertise. Per Santa Fe Springs Municipal Code Section § 34.18(A)(1) – Purchase by Bidding Required Generally; Exceptions, services deemed professional and/or specialized are not required to undergo a bidding process. Staff recommends amending the agreement on this basis to acquire the necessary services.
SUMMARY/NEXT STEPS
Staff recommends approving the attached amendment to an agreement with Lisa Wise.
Upon approval of this amendment, Lisa Wise will provide the required services to conduct an industrial design objective standard.
CITY COUNCIL AGENDA REPORT – AUGUST 19, 2025
AMENDMENT NO. 1 TO AGREEMENT WITH LISA WISE CONSULTING
ATTACHMENTS
A. Amendment No. 1 to Agreement with Lisa Wise Consulting B. Agreement with Lisa Wise Consulting
ITEM STATUS:
APPROVED:
DENIED:
TABLED:
DIRECTION GIVEN:
ATTACHMENT A
AMENDMENT NUMBER 1 TO
PROFESSIONAL SERVICES AGREEMENT
WITH LISA WISE CONSULTING
This Amendment Number 1 (“Amendment”) is made and entered into this 19th day of August 2025, by and between the City of Santa Fe Springs (“City”) and Lisa Wise Consulting (“Consultant”).
WHEREAS, on March 18, 2025, the City and Consultant entered into an agreement to provide consulting services for a Comprehensive Zoning Code Update (“Agreement”); and
WHEREAS, the Agreement provides for the preparation and adoption of updated zoning regulations for the City; and
WHEREAS, the parties desire to amend the Agreement to include the development of Industrial Objective Design Standards as part of the Comprehensive Zoning Code Update; and
WHEREAS, the addition of Industrial Objective Design Standards will require an increase in the Project cost by $42,275.
NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:
1. Scope of Work – The Scope of Work in the Agreement is hereby amended to include preparation of Industrial Objective Design Standards for incorporation into the Comprehensive Zoning Code Update.
2. Compensation – Pursuant to Section 4 of the Agreement, the total compensation is increased by $42,275. The revised total not-to-exceed amount for the Agreement is $641,038.
3. Except as amended herein, all terms, conditions, and provisions of the Agreement shall remain in full force and effect.
ATTACHMENT A
IN WITNESS WHEREOF, the parties hereto have set their hand by their duly authorized representatives as of the day and year first above written.
CITY OF SANTA FE SPRINGS LISA WISE CONSULTING
____________________________ ____________________________ William K Rounds, Mayor Lisa Wise, AICP, President/CEO
Date: ____________________ Date: ____________
ATTEST : LISA WISE CONSULTING
__________________________ ____________________________ Fernando Munoz, City Clerk Henry Pontarelli, Vice President/ Secretary
Date: _____________
APPROVED AS TO FORM:
___________________________
Rick Olivarez, City Attorney
CITY OF SANTA FE SPRINGS
PROFESSIONAL SERVICES AGREEMENT
WITH
LISA WISE CONSULTING
This Professional Services Agreement (“Agreement”) is made and effective as of March 18, 2025 (“Effective Date”), by and between the City of Santa Fe Springs, a California municipal corporation, (“City”) and Lisa Wise Consulting (“Consultant”). For the purposes of this Agreement, City and Consultant may be referred to collectively by the capitalized term “Parties.” The capitalized term “Party” may refer to City or Consultant interchangeably, as appropriate
RECITALS
WHEREAS, City requires professional consulting services for a Comprehensive Zoning Code Update (collectively, the “Project”); and
WHEREAS, City staff has determined that Consultant possesses the experience, skills, and training necessary to competently provide such services to City; and WHEREAS, the execution of this Agreement was approved by the City of Santa Fe Springs City Council (“City Council”) at its Regular Meeting of March 18, 2025; NOW, THEREFORE, for and in consideration of the mutual covenants and conditions herein contained, City and Consultant agree as follows:
AGREEMENT
1. TERM
This Agreement shall commence on the Effective Date and shall remain and continue in effect until March 18, 2027 (“Term”), or until services described herein are completed, unless sooner terminated pursuant to the provisions of this Agreement. This Agreement may be extended for one (1) additional, one (1) year term, if mutually agreed upon in writing.
2. SERVICES
Subject to the terms and conditions of this Agreement, Consultant shall perform the services and tasks described and set forth in the City’s Request for Proposals, attached hereto as Exhibit A, and Consultant’s Proposal, attached hereto as Exhibit B, both incorporated herein as though set forth in full (“Scope of Work”). Consultant further agrees to furnish to City all labor, materials, tools, supplies, equipment, services, tasks and incidental and customary work necessary to competently perform and timely complete the services and tasks set forth in the Scope of Work. Consultant shall complete the services and tasks set forth in the Scope of Work according to any schedule of performance set forth in Exhibit A. To the extent that Exhibit B contains provisions Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E
inconsistent with this Agreement and/or Exhibit A, the provisions of this Agreement and Exhibit A shall govern. For the purposes of this Agreement, the aforementioned services and tasks set forth in the Scope of Work shall hereinafter be referred to generally by the capitalized term “Work.”
3. PERFORMANCE
A. Time is of importance for this Agreement and every provision contained herein.
The Work shall commence upon mutual consent of the Parties subsequent the City’s issuance of a written Notice to Proceed. Consultant shall perform the various tasks identified in, and within the timeframes set forth in, the Scope of Work, and shall complete all of the Work in accordance with the schedule and timeline established by the Parties;
B. Consultant shall at all times faithfully, competently and to the best of Consultant’s ability, experience, and talent, perform all tasks described herein. Consultant shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Consultant under this Agreement;
C. Consultant shall not claim or be entitled to receive any compensation or damage because of the failure of Consultant, or its subconsultants, to have related services or tasks completed in a timely manner;
D. Consultant shall at all times enforce strict discipline and good order among Consultant’s employees; and
E. Consultant, at its sole expense, shall pay all sales, consumer, use or other similar taxes required by law
4. PAYMENT OF COMPENSATION
A. Consultant’s total compensation for the performance of all Work contemplated under this Agreement shall not exceed Five Hundred Ninety-Eight Thousand, Seven Hundred Sixty-Three Dollars ($598,763) during the Term of this Agreement unless additional payment is first approved as provided in this Agreement. In the event Consultant’s charges are projected to exceed the Not-to-Exceed Sum prior to the expiration of this Agreement, City may suspend Consultant’s performance for the relevant Work pending City approval of any anticipated expenditures in excess of the Not-to-Exceed Sum or any other City approved amendment to the compensation terms of this Agreement.
B. Consultant shall not be compensated for any Work rendered in connection with its performance of this Agreement which are in addition to those set forth herein, unless such additional services are authorized in advance and in writing by the City Manager or his/her designee. Consultant shall be compensated for any additional services in the amounts and in the manner as agreed to in writing by Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E
the City and Consultant at the time the City’s written authorization is given to Consultant for the performance of said services.
C. The Not-to-Exceed Sum will be paid to Consultant in monthly increments as the Work is completed. Following the conclusion of each calendar month, Consultant will submit to City an itemized invoice indicating the services performed and tasks completed during the recently concluded calendar month, including services and tasks performed and the reimbursable out-of-pocket expenses incurred. Within thirty (30) calendar days of receipt of each invoice, City will notify Consultant in writing of any disputed amounts included in the invoice. Within forty-five (45) calendar days of receipt of each invoice, City will pay all undisputed amounts included on the invoice. City will not withhold applicable taxes or other authorized deductions from payments made to Consultant..
D. Consultant agrees to participate in the City’s Electronic Funds Transfer program and to receive electronic payments for the Work.
5. ACCOUNTING RECORDS
Consultant will maintain complete and accurate records with respect to all matters covered under this Agreement for a period of three (3) years after the expiration or termination of this Agreement. City will have the right to access and examine such records, without charge, during normal business hours. City will further have the right to audit such records, to make transcripts therefrom and to inspect all program data, documents, proceedings, and activities.
6. ABANDONMENT BY CONSULTANT
In the event Consultant ceases to perform the Work agreed to under this Agreement or otherwise abandons the undertaking contemplated herein prior to the expiration of this Agreement or prior to completion of any or all tasks set forth in the Scope of Work, Consultant will deliver to City immediately and without delay, all materials, records and other work product prepared or obtained by Consultant in the performance of this Agreement. Furthermore, Consultant will only be compensated for the reasonable value of the services, tasks and other Work performed up to the time of cessation or abandonment, less a deduction for any damages, costs or additional expenses which City may incur as a result of Consultant’s cessation or abandonment.
7. CITY’S REPRESENTATIVE
City hereby designates the City Manager or Director of Community Development (the “City Representative”) to act as its representative for the performance of this Agreement.
The City Representative or his/her designee will act on behalf of the City for all purposes under this Agreement. Consultant will not accept directions or orders from any person other than the City Representative or his/her designee.
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8. CONSULTANT REPRESENTATIVE
Consultant hereby designates Jennifer Murillo, Director, to act as its representative for the performance of this Agreement (the “Consultant Representative”). Consultant Representative will have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. Consultant Representative or his/her designee will supervise and direct the performance of the Work, using his best skill and attention, and will be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the Work under this Agreement.
Notice to the Consultant Representative will constitute notice to Consultant.
9. COORDINATION OF SERVICE; CONFORMANCE WITH REQUIREMENTS Consultant agrees to work closely with City staff in the performance of the Work and this Agreement and will be reasonably available to City staff and the City Representative at all reasonable times. All work prepared by Consultant will be subject to inspection and approval by City Representative or his or her designees.
10. STANDARD OF CARE; PERFORMANCE OF EMPLOYEES
Consultant represents, acknowledges and agrees to the following:
A. Consultant will perform all Work skillfully, competently and to the highest standards of Consultant’s profession;
B. Consultant shall at all times employ such force, plant, materials, and tools as will be sufficient in the opinion of the City to perform the Services within the time limits established, and as provided herein. It is understood and agreed that said tools, equipment, apparatus, facilities, labor, and material shall be furnished and said Services performed and completed as required by the Agreement, and subject to the approval of the City’s authorized representative;
C. Consultant will perform all Work in a manner reasonably satisfactory to the City; D. Consultant will comply with all applicable federal, state and local laws and regulations, including the conflict of interest provisions of Government Code Section 1090 and the Political Reform Act (Government Code Section 81000 et seq.). Consultant shall be liable for all violations of such laws and regulations in connection with Services. If Consultant performs any work knowing it to be contrary to such laws, rules and regulations, Consultant shall be solely responsible for all costs arising therefrom;
E. Consultant understands the nature and scope of the Work to be performed under this Agreement as well as any and all schedules of performance; F. All of Consultant’s employees and agents possess sufficient skill, knowledge, training and experience to perform those services and tasks assigned to them by Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E
Consultant; and
G. All of Consultant’s employees and agents (including, but not limited to, subcontractors and subconsultants) possess all licenses, permits, certificates, qualifications and approvals of whatever nature that are legally required to perform the tasks and services contemplated under this Agreement and all such licenses, permits, certificates, qualifications and approvals will be maintained throughout the term of this Agreement and made available to City for copying and inspection.
The Parties acknowledge and agree that Consultant will perform, at Consultant’s own cost and expense and without any reimbursement from City, any services necessary to correct any errors or omissions caused by Consultant’s failure to comply with the standard of care set forth under this Section or by any like failure on the part of Consultant’s employees, agents, contractors, subcontractors and subconsultants. Such effort by Consultant to correct any errors or omissions will be commenced immediately upon their discovery by either Party and will be completed within seven (7) calendar days from the date of discovery or such other extended period of time authorized by the City Representative in writing and in her sole and absolute discretion. The Parties acknowledge and agree that City’s acceptance of any work performed by Consultant or on Consultant’s behalf will not constitute a release of any deficiency or delay in performance. The Parties further acknowledge, understand and agree that City has relied upon the foregoing representations of Consultant, including but not limited to the representation that Consultant possesses the skills, training, knowledge and experience necessary to perform the Work skillfully, competently and to the highest standards of Consultant’s profession.
11. ASSIGNMENT
The skills, training, knowledge and experience of Consultant are material to City’s willingness to enter into this Agreement. Accordingly, City has an interest in the qualifications and capabilities of the person(s) who will perform the services and tasks to be undertaken by Consultant or on behalf of Consultant in the performance of this Agreement. In recognition of this interest, Consultant agrees that it will not assign or transfer, either directly or indirectly or by operation of law, this Agreement or the performance of any of Consultant’s duties or obligations under this Agreement without the prior written consent of the City. In the absence of City’s prior written consent, any attempted assignment or transfer will be ineffective, null and void and will constitute a material breach of this Agreement.
12. SUBSTITUTION OF KEY PERSONNEL
Consultant has represented to City that certain key personnel will perform and coordinate the Services under this agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E
cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the City. The key personnel for performance of this Agreement are as follows: Lisa Wise, AICP (Principal) and Jennifer Murillo (Project Manager).
13. CONTROL AND PAYMENT OF SUBORDINATES; INDEPENDENT
CONTRACTOR
The Work will be performed by Consultant or under Consultant’s strict supervision.
Consultant will determine the means, methods and details of performing the Work subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee. Consultant reserves the right to perform similar or different services for other principals during the term of this Agreement, provided such work does not unduly interfere with Consultant’s competent and timely performance of the Work contemplated under this Agreement and provided the performance of such services does not result in the unauthorized disclosure of City’s confidential or proprietary information. Any additional personnel performing the Work under this Agreement on behalf of Consultant are not employees of City and will at all times be under Consultant’s exclusive direction and control. Consultant will pay all wages, salaries and other amounts due to such personnel and will assume responsibility for all benefits, payroll taxes, Social Security and Medicare payments and the like.
Consultant will be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: Social Security taxes, income tax withholding, unemployment insurance, disability insurance, workers’ compensation insurance and the like.
14. REMOVAL OF EMPLOYEES OR AGENTS
If any of Consultant’s officers, employees, agents, contractors, subcontractors or subconsultants is determined by the City Representative to be uncooperative, incompetent, a threat to the adequate or timely performance of the tasks assigned to Consultant, a threat to persons or property, or if any of Consultant’s officers, employees, agents, contractors, subcontractors or subconsultants fail or refuse to perform the Work in a manner acceptable to the City, such officer, employee, agent, contractor, subcontractor or subconsultant will be promptly removed by Consultant and will not be reassigned to perform any of the Work.
15. COMPLIANCE WITH LAWS
Consultant will keep itself informed of and in compliance with all applicable federal, state or local laws to the extent such laws control or otherwise govern the performance of the Work. Consultant’s compliance with applicable laws will include, without limitation, compliance with all applicable Cal/OSHA requirements, Federal Labor Standards Provisions including the prevailing wage requirements of the DBRA, and all applicable Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E
regulations of the U.S. Department of Housing and Urbanization.
16. NON-DISCRIMINATION
Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such nondiscrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.
17. INDEPENDENT CONTRACTOR STATUS
The Parties acknowledge, understand and agree that Consultant and all persons retained or employed by Consultant are, and will at all times remain, wholly independent contractors and are not officials, officers, employees, departments or subdivisions of City.
Consultant will be solely responsible for the negligent acts and/or omissions of its employees, agents, contractors, subcontractors and subconsultants. Consultant and all persons retained or employed by Consultant will have no authority, express or implied, to bind City in any manner, nor to incur any obligation, debt or liability of any kind on behalf of, or against, City, whether by contract or otherwise, unless such authority is expressly conferred to Consultant under this Agreement or is otherwise expressly conferred by City in writing.
18. INSURANCE
Prior to the beginning of and throughout the duration of the Work, Consultant will procure and maintain policies of insurance that meet the requirements and specifications set forth in Exhibit C. Consultant will procure and maintain the required insurance coverage, at its own expense.
19. INDEMNIFICATION
A. The Parties agree that City and City’s elected and appointed officials, officers, employees, agents and volunteers (hereinafter, the “City Indemnitees”) should, to the fullest extent permitted by law, be protected from any and all loss, injury, damage, claim, lawsuit, cost, expense, attorneys’ fees, litigation costs, or any other cost arising out of or in any way related to the performance of this Agreement. Accordingly, the provisions of this indemnity provision are intended by the Parties to be interpreted and construed to provide the City Indemnitees with the fullest protection possible under the law. Consultant acknowledges that City would not enter into this Agreement in the absence of Consultant’s commitment to indemnify, defend and protect City as set forth herein.
Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to Claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
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Consultant’s obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, its officials, officers, employees, agents or volunteers.
B. To the fullest extent permitted by law, Consultant shall indemnify, hold harmless and defend the City Indemnitees from and against all liability, loss, damage, expense, cost (including without limitation reasonable attorneys’ fees, expert fees and all other costs, and fees of litigation) of every nature arising out of or in connection with Consultant’s performance of work hereunder or its failure to comply with any of its obligations contained in this Agreement, except such loss or damage which is caused by the sole negligence or willful misconduct of the City.
C. City shall have the right to offset against the amount of any compensation due to Consultant under this Agreement, any amount due to City from Consultant as a result of Consultant’s failure to either pay City promptly for any costs associated with Consultant’s obligations to indemnify the City Indemnitees under this Section, or related to Consultant’s failure to either (i) pay taxes on amounts received pursuant to this Agreement, or (ii) comply with applicable workers’ compensation laws.
D. The obligations of Consultant under this Section will not be limited by the provisions of any workers’ compensation act or similar act. Consultant expressly waives its statutory immunity under such statutes or laws as to City and City’s elected and appointed officials, officers, employees, agents, and volunteers.
E. Consultant agrees to obtain executed indemnity agreements with provisions identical to those set forth herein this Section from each and every subcontractor or any other person or entity involved by, for, with or on behalf of Consultant in the performance of this Agreement. In the event Consultant fails to obtain such indemnity obligations from others as required herein, Consultant agrees to be fully responsible and indemnify, hold harmless and defend City and City’s elected and appointed officials, officers, employees, agents, and volunteers from and against any and all claims and losses, costs or expenses for any damage due to death or injury to any person and injury to any property resulting from any alleged intentional, reckless, negligent, or otherwise wrongful acts, errors or omissions of Consultant’s subcontractors or any other person or entity involved by, for, with or on behalf of Consultant in the performance of this Agreement. Such costs and expenses shall include reasonable attorneys’ fees incurred by counsel of City’s choice.
F. City does not and shall not waive any rights that it may possess against Consultant because of the acceptance by City, or the deposit with City, of any insurance policy or certificate required pursuant to this Agreement. This hold harmless and indemnification provision shall apply regardless of whether or not Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E
any insurance policies are determined to be applicable to the claim, demand, damage, liability, loss, cost, or expense.
G. This Section and all provisions contained herein (including but not limited to the duty to indemnify, defend, and hold free and harmless) shall survive the termination or normal expiration of this Agreement and is in addition to any other rights or remedies which the City may have at law or in equity.
20. TERMINATION WITHOUT CAUSE
City may immediately terminate this Agreement at any time for convenience and without cause by giving prior written notice of City’s intent to terminate this Agreement which notice shall specify the effective date of such termination. Upon such termination for convenience, Consultant will be compensated only for those services and tasks which have been performed by Consultant up to the effective date of the termination. Consultant may not terminate this Agreement except for cause as provided under Section 21, below.
If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data, as defined in Section 24, below, and other information of any kind prepared by Consultant in connection with the performance of the Work. Consultant will be required to provide such Documents and Data within fifteen (15) calendar days of City’s written request. No actual or asserted breach of this Agreement on the part of City pursuant to Section 21, below, will operate to prohibit or otherwise restrict City’s ability to terminate this Agreement for convenience as provided under this Section.
21. EVENTS OF DEFAULT; BREACH OF AGREEMENT
A. In the event either Party fails to perform any duty, obligation, service or task set forth under this Agreement (or fails to timely perform or properly perform any such duty, obligation, service or task set forth under this Agreement), an event of default (hereinafter, “Event of Default”) will occur. For all Events of Default, the Party alleging an Event of Default will give written notice to the defaulting Party (hereinafter referred to as a “Default Notice”) which will specify: (i) the nature of the Event of Default; (ii) the action required to cure the Event of Default; (iii) a date by which the Event of Default will be cured, which will not be less than the applicable cure period set forth herein, or if a cure is not reasonably possible within the applicable cure period, to begin such cure and diligently prosecute such cure to completion. The Event of Default will constitute a breach of this Agreement if the defaulting Party fails to cure the Event of Default within the applicable cure period or any extended cure period allowed under this Agreement.
B. Consultant will cure the Event of Default within the following time periods:
i. Within ten (10) business days of City’s issuance of a Default Notice for any failure of Consultant to timely provide City or City’s employees or agents with any information and/or written reports, documentation or work product which Consultant is obligated to provide to City or City’s employees or agents under this Agreement. Prior to the expiration of Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E
the 10-day cure period, Consultant may submit a written request for additional time to cure the Event of Default upon a showing that Consultant has commenced efforts to cure the Event of Default and that the Event of Default cannot be reasonably cured within the 10-day cure period. The foregoing notwithstanding, City will be under no obligation to grant additional time for the cure of an Event of Default under this subsection B.i. that exceeds seven (7) calendar days from the end of the initial 10-day cure period; or
ii. Within fourteen (14) calendar days of City’s issuance of a Default Notice for any other Event of Default under this Agreement. Prior to the expiration of the 14-day cure period, Consultant may submit a written request for additional time to cure the Event of Default upon a showing that Consultant has commenced efforts to cure the Event of Default and that the Event of Default cannot be reasonably cured within the 14-day cure period. The foregoing notwithstanding, City will be under no obligation to grant additional time for the cure of an Event of Default under this Subsection B.ii that exceeds thirty (30) calendar days from the end of the initial 14-day cure period.
In addition to any other failure on the part of Consultant to perform any duty, obligation, service or task set forth under this Agreement (or the failure to timely perform or properly perform any such duty, obligation, service or task), an Event of Default on the part of Consultant will include, but will not be limited to the following: (i) Consultant’s refusal or failure to perform any of the services or tasks called for under the Scope of Work; (ii) Consultant’s failure to fulfill or perform its obligations under this Agreement within the specified time or if no time is specified, within a reasonable time; (iii) Consultant’s and/or its employees’ disregard or violation of any federal, state, local law, rule, procedure or regulation; (iv) the initiation of proceedings under any bankruptcy, insolvency, receivership, reorganization, or similar legislation as relates to Consultant, whether voluntary of involuntary; (v) Consultant’s refusal or failure to perform or observe any covenant, condition, obligation or provision of this Agreement; and/or (vii) CITY’s discovery that a statement representation or warranty by Consultant relating to this Agreement is false, misleading or erroneous in any material respect.
C. City will cure any Event of Default asserted by Consultant within forty-five (45) calendar days of Consultant’s issuance of a Default Notice, unless the Event of Default cannot reasonably be cured within the 45-day cure period. Prior to the expiration of the 45-day cure period, City may submit a written request for additional time to cure the Event of Default upon a showing that City has commenced its efforts to cure the Event of Default and that the Event of Default cannot be reasonably cured within the 45-day cure period. The foregoing notwithstanding, an Event of Default dealing with City’s failure to timely pay any Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E
undisputed sums to Consultant pursuant to this Agreement will be cured by City within five (5) calendar days from the date of Consultant’s Default Notice to City.
D. City, in its sole and absolute discretion, may also immediately suspend Consultant’s performance under this Agreement pending Consultant’s cure of any Event of Default by giving Consultant written notice of City’s intent to suspend Consultant’s performance (hereinafter, a “Suspension Notice”). City may issue the Suspension Notice at any time upon the occurrence of an Event of Default. Upon such suspension, Consultant will be compensated only for those services and tasks which have been rendered by Consultant to the reasonable satisfaction of City up to the effective date of the suspension. No actual or asserted breach of this Agreement on the part of City will operate to prohibit or otherwise restrict City’s ability to suspend this Agreement as provided herein.
E. No waiver of any Event of Default or breach under this Agreement will constitute a waiver of any other or subsequent Event of Default or breach. No waiver, benefit, privilege, or service voluntarily given or performed by a Party will give the other Party any contractual rights by custom, estoppel, or otherwise.
F. The duties and obligations imposed under this Agreement and the rights and remedies available hereunder will be in addition to and not a limitation of any duties, obligations, rights and remedies otherwise imposed or available by law. In addition to any other remedies available to City at law or under this Agreement in the event of any breach of this Agreement, City, in its sole and absolute discretion, may also pursue any one or more of the following remedies:
i. Upon written notice to Consultant, the City may immediately terminate this Agreement in whole or in part;
ii. Upon written notice to Consultant, the City may extend the time of performance;
iii. The City may proceed by appropriate court action to enforce the terms of the Agreement to recover damages for Consultant’s breach of the Agreement or to terminate the Agreement; or
iv. The City may exercise any other available and lawful right or remedy.
Consultant will be liable for all legal fees plus other costs and expenses that City incurs upon a breach of this Agreement or in the City’s exercise of its remedies under this Agreement.
G. In the event City is in breach of this Agreement, Consultant’s sole remedy will be the suspension or termination of this Agreement and/or the recovery of any unpaid Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E
sums lawfully owed to Consultant under this Agreement for completed services and tasks.
22. SCOPE OF WAIVER OF DEFAULT
No waiver of any default or breach under this Agreement will constitute a waiver of any other default or breach, whether of the same or other covenant, warranty, agreement, term, condition, duty or requirement contained in this Agreement. No waiver, benefit, privilege, or service voluntarily given or performed by a Party will give the other Party any contractual rights by custom, estoppel, or otherwise.
23. SURVIVING ARTICLES, SECTIONS AND PROVISIONS
The termination of this Agreement pursuant to any provision of this Agreement or by normal expiration of its term or any extension thereto will not operate to terminate any Section or provision contained herein which provides that it will survive the termination or normal expiration of this Agreement.
24. DOCUMENTS & DATA; LICENSING OF INTELLECTUAL PROPERTY All Documents and Data will be and remain the property of City without restriction or limitation upon their use or dissemination by City. For purposes of this Agreement, the term “Documents and Data” means and includes all reports, analyses, correspondence, plans, designs, notes, summaries, strategies, charts, schedules, spreadsheets, calculations, lists, data compilations, documents or other materials developed and/or assembled by or on behalf of Consultant in the performance of this Agreement and fixed in any tangible medium of expression, including but not limited to Documents and Data stored digitally, magnetically and/or electronically. This Agreement creates, at no cost to City, a perpetual license for City to copy, use, reuse, disseminate and/or retain any and all copyrights, designs, and other intellectual property embodied in all Documents and Data. Consultant will require all subcontractors and subconsultants working on behalf of Consultant in the performance of this Agreement to agree in writing that City will be granted the same right to copy, use, reuse, disseminate and retain Documents and Data prepared or assembled by any subcontractor or subconsultant as applies to Documents and Data prepared by Consultant in the performance of this Agreement.
25. CONFIDENTIALITY
All data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement are deemed confidential and will not be disclosed by Consultant without prior written consent by City. City will grant such consent of disclosure as legally required. Upon request, all City data will be returned to City upon the termination or expiration of this Agreement. Consultant will not use City’s name or insignia, photographs, or any publicity pertaining to the Work in any magazine, trade Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E
paper, newspaper, television or radio production or other similar medium without the prior written consent of City.
26. FALSE CLAIMS ACT
Consultant warrants and represents that neither Consultant nor any person who is an officer of, in a managing position with, or has an ownership interest in Consultant has been determined by a court or tribunal of competent jurisdiction to have violated the False Claims Act, 31 U.S.C., Section 3789 et seq. and the California False Claims Act, Government Code Section 12650 et seq.
27. PROHIBITED INTERESTS
Consultant warrants, represents and maintains that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants and represents that it has not paid, nor has it agreed to pay, any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City will have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with CITY, will have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
28. RELEASE OF INFORMATION
A. All information gained by Consultant in performance of this Agreement shall be considered confidential and shall not be released by Consultant without the City's prior written authorization, unless the information is clearly public. Consultant, its officers, employees, agents, or subconsultants, shall not without written authorization from the City Manager or designee, or unless requested by the City’s attorney, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories, or other information concerning the Services performed under this Agreement or relating to the City. Response to a subpoena or court order shall not be considered “voluntary” provided Consultant gives the City notice of such court order or subpoena.
B. Consultant shall promptly notify the City should Consultant, its officers, employees, agents, and/or subconsultants be served with any summons, complaint, notice of deposition, request for documents, interrogatories, request for admissions, or other discovery request (“Discovery”), court order, or subpoena from any person or party regarding this Agreement and the Services performed hereunder or with respect to any project or property located within the City, unless the City is a party to any lawsuit, arbitration, or administrative proceeding connected to such Discovery, or unless Consultant is prohibited by law from Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E
informing the City of such Discovery. The City retains the right, but has no obligation, to represent Consultant and/or be present at any deposition, hearing, or similar proceeding as allowed by law. Unless the City is a party to the lawsuit, arbitration, or administrative proceeding and is adverse to Consultant in such proceeding, Consultant agrees to cooperate fully with the City and to provide the opportunity to review any response to discovery requests provided by Consultant.
However, the City's right to review any such response does not imply or mean the right by the City to control, direct, or rewrite said response, or that the City has an obligation to review any such response or verifies any response it has reviewed.
29. COOPERATION; FURTHER ACTS
The Parties will fully cooperate with one another and will take any additional acts or sign any additional documents as are reasonably necessary, appropriate or convenient to achieve the purposes of this Agreement.
30. SUBCONTRACTING
Consultant will not subcontract any portion of the Work required by this Agreement, except as expressly stated herein, without the prior written approval of City. Subcontracts (including without limitation subcontracts with subconsultants), if any, will contain a provision making them subject to all provisions stipulated in this Agreement, including provisions relating to insurance requirements and indemnification.
31. NOTICES
All notices permitted or required under this Agreement will be given to the respective Parties at the following addresses, or at such other address as the respective Parties may provide in writing for this purpose:
To the City: City of Santa Fe Springs
11710 E. Telegraph Road
Santa Fe Springs, CA 90670
Attention: City Clerk’s Office
To Consultant: Lisa Wise Consulting
983 Osos Street
San Luis Obispo, CA 93401
Attention: Lisa Wise, AICP
Such notices will be deemed effective when personally delivered or successfully transmitted by facsimile as evidenced by a fax confirmation slip or when mailed, fortyeight (48) hours after deposit with the United States Postal Service, first class postage prepaid and addressed to the Party at its applicable address.
32. TIME IS OF THE ESSENCE
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Time is of the essence for each and every provision of this Agreement.
33. GOVERNING LAW
The City and Consultant understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the municipal, superior, or federal district court with jurisdiction over the City.
34. ENTIRE AGREEMENT
This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, oral or written and pertaining to the subject of this Agreement or with respect to the terms and conditions of this Agreement shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material.
35. FORCE MAJEURE
The Completion Date shall be extended in the event of any delays due to unforeseeable causes beyond the control of Consultant and without the fault or negligence of Consultant, including but not limited to severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental agency, including the City, if the Consultant shall within three (3) calendar days of the commencement of such delay notify the City Representative in writing of the causes of the delay. The City Representative shall ascertain the facts and the extent of delay and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the City Representative such delay is justified. The City Representative’s determination shall be final and conclusive upon the parties to this Agreement. In no event shall Consultant be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused, Consultant’s sole remedy being extension of the Agreement pursuant to this Section.
36. AMENDMENTS; MODIFICATIONS
No amendment, modification or supplement of this Agreement will be valid or binding unless executed in writing and signed by both Parties, subject to City approval. The requirement for written amendments, modifications or supplements cannot be waived and any attempted waiver will be void and invalid.
37. NON-EXCLUSIVE AGREEMENT
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Consultant acknowledges that the City may enter into agreements with other consultants for services similar to the services that are subject to this Agreement or may have its own employees perform services similar to those services contemplated by this Agreement.
38. ATTORNEYS’ FEES
In the event that litigation is brought by any party in connection with this Agreement, the prevailing party shall be entitled to recover from the opposing party all costs and expenses, including reasonable attorneys’ fees, incurred by the prevailing party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof.
39. NO THIRD-PARTY BENEFIT
There are no intended third-party beneficiaries of any right or obligation assumed by the Parties. All rights and benefits under this Agreement inure exclusively to the Parties.
40. SUCCESSORS AND ASSIGNS
This Agreement will be binding on the successors and assigns of the Parties
41. CONSTRUCTION
The parties hereto have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement.
42. WAIVER
The delay or failure of any party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.
43. SEVERABILITY
If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E
which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations.
44. COUNTERPARTS
This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.
45. AUTHORITY TO EXECUTE THIS AGREEMENT
The persons executing this Agreement on behalf of the parties warrant and represents that they have the authority to execute this Agreement on behalf of said parties and has the authority to bind the parties to the provisions of this Agreement.
46. ELECTRONIC SIGNATURES
The parties acknowledge and agree that execution of this Agreement by electronic signature or electronic transmittal of signatures shall have the same effect as handwritten signatures for the purposes of validity, enforceability, and admissibility. [SIGNATURE PAGE TO FOLLOW]
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written.
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CITY OF SANTA FE SPRINGS
Date:
CONSULTANT
Name: Lisa Wise, AICP
Title: President, CEO
Date: 03/03/2025 ----- --- --
ATTEST: CONSULT
Fernando Munoz, Deputy City Clerk Name: ontarelli
APPROVED AS TO FORM:
Rick Olivarez, City Attorney
Attachments: Exhibit A
Exhibit B
Exhibit C
Title: Vi e Pr sident, Secretary
Date: O 2025
City's Request for Proposals
Consultant's Proposal
Insurance Requirements
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René Bobadilla
EXHIBIT A
CITY’S REQUEST FOR PROPOSALS
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REQUEST FOR PROPOSALS
No. 25 - 8
Comprehensive Zoning Code Update
(Revised 11/13/2024)
Issue Date: Thursday, November 14, 2024
Questions Due Date: Tuesday, December 3, 2024, at 2 PM Pacific Proposal Due Date: Thursday, December 19, 2024, at 2 PM Pacific Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E City of Santa Fe Springs
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2 (THIS PAGE INTENTIONALLY LEFT BLANK)
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3 TO PROSPECTIVE PROPOSERS
The City of Santa Fe Springs (“City”) invites proposal submissions under this Request for Proposals (“RFP”). The City will evaluate responses to this solicitation to determine qualifications. Submissions must adhere to the format and content described. Only proposals that adhere to the requirements will be evaluated. The information set forth is the minimum required to qualify for consideration. The successful Proposer will be required to enter into a Professional Services Agreement based on the specifications outlined in this RFP.
DATE OF SOLICITATION
Thursday, November 14, 2024
PROJECT
Comprehensive Zoning Code Update
PROPOSAL OWNER
City of Santa Fe Springs – Department of Community Development 11710 Telegraph Road
Santa Fe Springs, CA 90670
Attn: Cuong Nguyen, Director of Community Development
Contact Phone: (562) 868 - 0511
Contact E-Mail: [email protected]
PROPOSAL CONTACT
City of Santa Fe Springs – Department of Finance
11710 Telegraph Road
Santa Fe Springs, CA 90670
Attn: Micah Herd, Procurement Manager
Contact Phone: (562) 868 - 0511
Contact E-Mail: [email protected]
Any questions about this RFP should be submitted via the City's PlanetBids Portal by Tuesday, December 3, 2024, at 2 PM Pacific.
Proposals must be submitted by Thursday, December 19, 2024, at 2 PM Pacific.
Prospective proposers must register their business with PlanetBids before being able to submit questions and/or proposals. To access the City's PlanetBids Portal, please go to:
https://vendors.planetbids.com/portal/65093/bo/bo-detail/123162 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E City of Santa Fe Springs
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4 CONTENTS
I. Notice Inviting Proposals .....................................................................................................5 II. Introduction.............................................................................................................................6 III. About the City of Santa Fe Springs....................................................................................6 IV. Timeline....................................................................................................................................6 V. Scope of Work/Services........................................................................................................7 VI. Proposal Submittal .............................................................................................................. 11 VII. Proposal Content and Format ........................................................................................... 12 VIII. Evaluation Criteria ............................................................................................................... 14 IX. Proposal Protests ................................................................................................................ 15 X. Execution of Agreement..................................................................................................... 16 XI. Insurance Requirements .................................................................................................... 16 XII. Business License Requirements ...................................................................................... 19 XIII. Use of Federal Funds .......................................................................................................... 19 XIV. Non-Commitment of City.................................................................................................... 20 XV. Labor Requirements............................................................................................................ 20 XVI. Records.................................................................................................................................. 20 XVII. Use of Subcontractors........................................................................................................ 21 XVIII. Modifications/Changes ....................................................................................................... 21 XIX. Disclosure of Information................................................................................................... 21 XX. Ex-Parte Communications ................................................................................................. 21 XXI. General Rights of the City .................................................................................................. 21 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E City of Santa Fe Springs
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5 I. Notice Inviting Proposals
The City seeks proposals from qualified consultants/firms to conduct a comprehensive zoning code update following the specifications, terms, and conditions identified in RFP No. 25 - 8. Prospective respondents are advised to carefully read information related to this opportunity before submitting a response.
To view the complete RFP package, please visit:
https://vendors.planetbids.com/portal/65093/bo/bo-detail/123162 Prospective consultants must register with PlanetBids before being able to view all documentation or submit a response.
Questions must be submitted by Tuesday, December 3, 2024, at 2 PM Pacific. *****QUESTIONS MUST BE SUBMITTED VIA PLANETBIDS*****
Proposals must be submitted via PlanetBids by Thursday, December 19, 2024, at 2 PM Pacific. Responses to this RFP will be evaluated to determine the most qualified Consultant. Responses must adhere to the format and content described in the RFP.
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6 II. Introduction
The City of Santa Fe Springs is seeking proposals from qualified Consultants interested in providing services for a Comprehensive Zoning Code Update. The objective of this RFP solicitation is to identify a consultant whose proposal best complies with the requirements of this RFP and provides the most comprehensive solution.
The successful Consultant will be required to enter into a Professional Services Agreement with the City for the duration of the Project. Final terms, including compensation and length of the agreement, are subject to City Council approval.
III. About the City of Santa Fe Springs
Santa Fe Springs is located in the southeast of the County of Los Angeles. Though incorporated in May 1957, the City's history dates back to 1871 when Dr. James E. Fulton came to the area and discovered a sulfur spring that was later developed into a health spa. Today, the City has approximately 18,800 residents and over 3,000 businesses.
The City provides a full range of municipal services, including police and fire, street maintenance, water utilities, recreational services, public library, and cultural events.
Additionally, the City is responsible for two (2) other legally separate entities, which include the Successor Agency to the Redevelopment Agency and the Housing Successor Agency to the Housing Authority.
The City has a vision statement that affirms, "The City of Santa Fe Springs is a great place to live, work, and play." Its mission statement is, "The City of Santa Fe Springs is committed to enhancing the quality of life of its residents and businesses by providing a safe environment, a thriving business community, quality family, youth, and senior services, and sound financial management of the community's resources." The guiding values are as follows:
Personal integrity, honesty, and ethics
Public service
Compassion
Responsibility, accessibility, and accountability
Dedication
IV. Timeline
Release RFP Thursday, November 14, 2024
Online Q&A Deadline Tuesday, December 3, 2024, 2 PM Pacific Deadline to Submit Responses Thursday, December 19, 2024, at 2 PM Pacific City Review of Submissions Early/Mid-January 2025
Interviews TBD (If Necessary)
Notifications Sent to Consultants Late January 2025
Award Early/Mid-February 2025
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7 V. Scope of Work/Services
The City seeks to streamline and modernize its Zoning Code, ensuring improved clarity, efficiency, and alignment with community needs. Key tasks include extensive public engagement, environmental review and CEQA compliance, and integration with concurrent Specific Plan project. Expected outcomes include a simplified Zoning Code with user-friendly tools for staff and stakeholders.
The City seeks proposals from qualified consultants to provide professional services to assist in a comprehensive update to the Zoning Code (Chapter 155 of Title 15 of the Municipal Code). The primary purpose of this project is to modernize the City’s Zoning Code to improve clarity and efficiency. The consultant will work closely with City staff and key stakeholders, including the public, to identify issues in the Zoning Code and to propose draft language and programs to address such issues. Subsequently, the consultant will work closely with City staff and relevant City departments to ensure that the Zoning Code update aligns with other City projects and goals.
The local community has indicated that there is a need to reform the development review process, reducing the amount of time it takes to review projects, and narrowing the scope of items that require a discretionary design review. The City is interested in hearing suggestions for simplifying the process and procedures. Several required findings and/or criteria must be satisfied for each type of permit. Some of these findings and criteria are duplicative and can be better articulated or consolidated. In response, the City is seeking to rethink how the code can be implemented. The consultant may explore exemptions, process improvements, and guidelines for the update.
The Comprehensive Zoning Code Update must include a comprehensive overview of all zones to remove duplicate language and unnecessarily complex code provisions and reduce the multiple ways that certain standards are interpreted or implemented. Several standards are currently placed in multiple areas of the Zoning Code and need to be consolidated. For example, all definitions should be consolidated into the “Definitions” section. Additionally, the list of allowable uses along Telegraph Road is embedded into each zone rather than a Specific Plan or overlay zone. A person unfamiliar with the Zoning Code may have difficulty locating all of the regulations that pertain to a project. The standards should be organized logically and written with language that is easy to understand and apply to increase the likelihood that an applicant’s initial application submittal meets the City’s Zoning Code. As part of the Comprehensive Zoning Code Update, the City will also evaluate its parking standards and explore amendments to align with industry best practices, ensuring accurate capture of parking demands according to land use.
The City is currently undertaking a Specific Plan project for the Town Center Telegraph Corridor that runs concurrently with this Comprehensive Zoning Code Update. It is essential that both projects are coordinated to ensure consistency between the Zoning Code and the Specific Plan. The consultant will be expected to work closely with the team handling the Specific Plan to avoid conflicting provisions and ensure cohesive land use regulations.
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8 In summary, the Comprehensive Zoning Code Update will require a consultant to conduct a complete review of the Zoning Code, identify especially difficult, duplicative, or unnecessarily complex code sections, propose language to resolve identified issues as well as utilize tables, flowcharts, images, and graphics to aid in understanding complex zoning concepts, and last but not least, reorganize and simplify the individual chapters.
This update will respond to the needs of the residents, design professionals, businesses, City staff, and other stakeholders.
Please note, that the City invites the consultant to propose recommendations or adjustments as desired to how this scope of services can be better fulfilled to increase efficiency and effectiveness. The City and stakeholders alike have high ambitions for this pivotal project and welcome creative and visionary thinking to maximize its success. The Scope of Services shall include the following elements: Timeline and Milestones; Assessment; Environmental Review; Coordination with Concurrent Specific Plan Project; Recommendations; and Deliverables.
A. Timeline and Milestones: The consultant will develop a timeline and milestones for the project that align with the City’s budget. Each phase of the project should be planned with an awareness of the financial limitations, ensuring that all deliverables, public outreach, and meetings are accomplished within the allocated funds.
1. A kick-off meeting will be held with City staff, including representatives from key City departments, to refine the scope of services, discuss interdepartmental collaboration, and agree on an action plan. The action plan will outline regular progress check-ins with City staff and involve input from various departments, as needed, to ensure all relevant stakeholders are aligned throughout the process;
2. The consultant shall prepare an action plan with phases of work and a schedule to accomplish the action plan that identifies minor milestones, including regular meeting dates with staff and work product review deadlines, and major milestones, including a public outreach program. The City anticipates the update will take approximately 24 months. The public outreach program shall include the following:
i. Organize a minimum of five (5) public workshops on various topics on the Zoning Code and key stakeholder group meetings (community groups, neighborhood groups, design professionals, etc.) to solicit feedback on scope and content, and formalize input received from the general public sessions.
ii. Two (2) joint public meetings with the City Council and Planning Commission, and a minimum of two (2) City Council study sessions and quarterly updates to the City Council on key code sections.
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9 iii. Note: for the community workshops and public meetings, the consultant will be required to prepare public outreach, workshop, and meeting materials, attend and present at the community workshops and public meetings (including responding to questions), and provide a list of action items for consideration following each workshop and meeting.
3. The designated consultant team shall be available to work with City staff continuously throughout the duration of the project.
B. Assessment: At a minimum, the consultant’s assessment should include, but should not be limited to, the following activities:
1. Evaluation of Zoning Code. In collaboration with City staff, the consultant will review and evaluate the current Zoning Code (Chapter 155 of Title 15 of the City’s Municipal Code) including all pending and recently approved ordinances to determine the revisions necessary. Recent changes to the zoning code may not need updating.
2. Review of Application Process, Submittal Requirements, Staff Reports, and Planning Commission Hearings. The consultant will review project submittal requirements, a small sample of complex staff reports, review findings, variances, design review criteria, etc., and review records of Planning Commission hearings to become familiar with the implementation of the Zoning Code and review and approval process.
3. Research Zoning Codes from Other Cities. The consultant will study and provide examples of Zoning Codes from other cities to assist in identifying the best and most common practices.
4. Assessment of Public Comment. The consultant will organize and plan public workshops and propose methods to engage select stakeholder groups or segments along with professional facilitation. The consultant will compile and assess all public comments received during public workshops and use comments to inform the direction and scope of the code update. It is expected that the consultant will have the experience and competency to educate the general public on the planning principles and industry best practices that are informing the consultant-recommended code changes.
5. Evaluation of the General Plan. The consultant will review and evaluate the current General Plan and all Elements to ensure that the Zoning Code updates are consistent with the current General Plan. Any necessary General Plan amendments will be flagged and draft language will be provided as a deliverable in the final documents.
6. Evaluation of other Specific Plans and Guidelines. The consultant will review Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E City of Santa Fe Springs
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10 and evaluate existing Zoning Code chapters that reference Specific Plans and Guidelines (specifically the Waste Disposal Incorporated Specific Plan, Freeway Overlay Zone, Landscaping Guidelines, and Signage Guidelines), and make recommendations to determine if changes are necessary as part of the Zoning Code update.
C. Environmental Review
1. California Environmental Quality Act (CEQA) Compliance. Prepare, post, respond, and file the necessary associated environmental documents for the Comprehensive Zoning Code Update and responses to public comments. This is a deliverable.
D. Coordination with Concurrent Specific Plan Project
1. Proposals should include a detailed plan for coordinating with the City’s concurrent Specific Plan project for the Town Center Telegraph Corridor.
Consultants should demonstrate how they will ensure alignment between the Zoning Code Update and the Specific Plan, including approaches for joint meetings, public outreach, and document consistency.
E. Recommendations
1. The consultant will make recommendations to City staff on updates to the Zoning Code and affected General Plan elements, including zoning and General Plan maps. Staff will consider recommendations and provide feedback to the consultant. Consultant and staff will discuss how to implement comments from workshops and public meetings. Ultimately, the consultant will prepare a draft Zoning Code Update to submit to the Planning Commission and City Council. After input from the Planning Commission, the City Council, and comments at the public meetings, the consultant will prepare the final Zoning Code, including agenda reports, ordinances, resolutions, etc. The consultant will also be asked to prepare a list of implementation measures that require follow-up. For example, required updates to GIS layers that may have changed through the code update, required updates to the City’s Community Development webpage and public handouts, etc.
F. Deliverables
1. Timeline with Milestones. Delivered in writing, as described above.
2. Detailed Public Outreach Program and Response to Comments. The public outreach program will be developed in collaboration with City staff and relevant departments to ensure that a comprehensive view of the City’s needs is communicated to the public. Consultants are encouraged to provide an outreach strategy specifying tools like surveys and online engagement Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E City of Santa Fe Springs
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11 methods to reach diverse demographics. A process for analyzing, documenting, and integrating feedback from the public and stakeholders is essential, ensuring measurable engagement outcomes are captured.
3. Marketing. Prepare a public participation program complete with a branding and marketing strategy and a website for public engagement, as described above.
4. Materials. Prepare public meeting presentation materials, memos, letters, website content, and other documents as requested by City staff, including preparation of staff reports and exhibits for the Planning Commission and City Council.
5. Training Materials. Provide training materials to assist City staff in educating both current and new employees on understanding the updates to the Zoning Code.
6. CEQA Compliance. Prepare, post, respond, and file the necessary associated environmental documents for the Comprehensive Zoning Code Update and responses to public comments.
7. Accompanying Documents. As described above, the consultant will prepare agenda reports, ordinances, resolutions, etc., necessary for the adoption of the Comprehensive Zoning Code Update. The consultant will also deliver a list of implementation measures.
8. Draft and Final Documents. The consultant will prepare (1) a reproducible copy in Microsoft Word of the draft Zoning Code Update, also known as “red-line” versions. The consultant will also provide one (1) reproducible copy of the final version, including any changes to the draft required by City officials, for adoption. A draft and final copy of all CEQA documents are required.
9. Financial Reporting. The consultant will be responsible for ensuring that all deliverables, including public outreach, environmental review, and the final Zoning Code Update, are completed within the City’s project budget. The consultant may also be required to provide periodic budget updates to City staff to track progress against the allocated financial resources.
VI. Proposal Submittal
Responses to this solicitation must be submitted electronically:
Please see Section VII – Proposal Format and Content for specific details regarding the information that needs to be included in your submission. Failure to provide all requested information may be considered “non-responsive” and rejected.
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12 by the deadline. Any responses transmitted and/or time-stamped after the deadline will not be accepted. Consultants planning to submit responses to this request are highly encouraged to submit all documentation before the deadline to avoid technical difficulties/errors.
VII. Proposal Content and Format
Proposal Content
Consultants shall prepare a compelling, clear, and concise proposal. The City is requesting proposals which contain, at a minimum, the following information:
A. Letter of Interest - Please include a letter expressing your interest in being considered for the project. Include a statement regarding the Consultant's availability to dedicate time, personnel, and resources to this effort. The letter of interest must include a commitment to the availability of the Consultant and all key project staff during the planning period and a proposed schedule designed to meet the City's needs for the project.
B. Project Understanding and Approach - Please include a statement demonstrating your understanding of the proposed project. Describe your general approach to completing the project successfully, the methodologies and technologies you would employ, and the key milestones and processes you would use. Describe what information you would expect the City to supply.
C. Relevant Experience - Please include information describing your experience providing similar services for public agencies. Provide a minimum of three (3) specific examples of relevant experience. At a minimum, the Consultant should provide a list of the most recent projects (i.e., completed within the last five (5) years is preferred, but samples outside of this timeframe will be accepted if relevant) for which the Consultant has performed similar services of similar size, scope, and complexity.
Using Attachment A – References, please provide details regarding each reference. This should include the name, contact person, address, phone number, and e-mail address of each party for whom the service was provided, as well as a description of the service performed, the dollar amount of the contract, and the date of performance. The City may contact the individual listed at its discretion. Resumes may also be included in this section for any key staff associated with the project.
D. Proposed Statement of Work - Please provide a proposed Statement of Work, based on the Scope of Work contained in this RFP; and discuss any ideas for modifying, clarifying, or improving the City’s proposed scope of work.
Provide a realistic working schedule with key deliverables, milestones, and tasks.
This section should also identify the number of staff that will be provided to Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E City of Santa Fe Springs
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13 address the City’s needs. In addition, the section may be used to propose any procedural or technical enhancements/innovations to the Scope of Work that are consistent with the objectives or required content of this RFP.
E. Conflict of Interest Statement – The Consultant shall disclose any financial, business, or other relationship with the City that may impact the selection process. If the Consultant has no such conflicts, a statement declaring such should be included in their submission.
F. Cost Proposal – Cost proposal should include the following:
Total All-Inclusive Not-To-Exceed Maximum Price: The cost proposal should contain all pricing information relative to performing the scope of work as described in this request and identified in the Line-Item list (See “Line-Item” tab in PlanetBids).
The total all-inclusive maximum not-to-exceed price should contain all direct and indirect costs, including all out-of-pocket expenses. Provide a budget for each significant milestone for the entire scope of services. The proposed budget should include all meetings, conference calls, site visits, and deliverables. It should also include a list of anticipated reimbursable expenses with rates charged for each.
Component Costs: Include separate schedules of all fees and expenses for each of the work tasks and deliverables described in this RFP. These schedules should include hourly rates, the number of hours anticipated for each staff level, and out-of-pocket expenses such as travel and transportation, meals, communications, and duplication costs. The total of these separate schedules should be directly related to the total all-inclusive maximum price.
Rates for Additional Services: If it should become necessary for the City to request the successful Consultant to render additional services to either supplement services requested in this RFP or to perform any additional work as a result of the specific recommendations included in any report issued, resulting from this engagement, then such additional work shall be performed only if outlined in an addendum to the contract between the City and the Consultant. Unless otherwise noted in the proposal, any such additional work would be performed at the same rates submitted in the dollar cost bid.
Proposal Format
To facilitate the evaluation process, all responses must adhere to the following format requirements. The City strongly encourages respondents to thoroughly review their proposals prior to submission to ensure they adhere to the requirements. If the proposal is not formatted or does not include all the listed items/sections, it may be deemed nonresponsive.
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14 Responses shall not exceed thirty (30) pages when printed on 8-½ -inch by 11-inch paper.
Font Times New Roman (preferred), 12pt font size. The thirty (30) page requirement does not include a cover letter/letter of transmittal or any items included as additional attachments. Proposals should also include the following:
A. Title Page showing the request for proposals subject; the Consultant's name; the name, address, e-mail, and telephone number of the contact person; and the date of the proposal.
B. Table of Contents identifying the items/section listed in the “Proposal Content” section of this RFP.
C. Detailed proposal following the order set forth in the "Proposal Content" of this RFP.
VIII. Evaluation Criteria
The City will establish an evaluation committee to review and rate each proposal. The proposal evaluation process will be conducted using a multi-step method, which will include the following steps:
A. Preliminary Proposal Review - The evaluation committee will review each submission to ensure adherence to the minimum/proposal format requirements.
B. Proposal Evaluation - In the second part of this process, the evaluation committee will review and rate proposals based on the following:
1. Experience of Consultant and Project Personnel (40 points) Experience, resources, and qualifications of the Consultant and assigned individuals to perform tasks identified in the scope of work. Good reference checks from primary and/or secondary sources.
2. Proposed Approach & Work Plan (30 points)
Proposer has a clearly defined approach, strategy, and execution plan. The timeline meets the City’s requirements.
Proposal clearly defines what is required from the City.
3. Proposed fees for items/services (20 points)
Proposed fees are reasonable.
4. Responsiveness to RFP (10 points)
Compliance with the required format.
Offered new/innovative services, suggestion.
City Staff will present to the City Council the ratings assigned to each proposal by the evaluation committee, together with Staff’s recommendations. The City Council exercises Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E City of Santa Fe Springs
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15 discretion and judgment in its award of a contract, which is a legislative act, and shall in no way be bound to follow the evaluation committee’s ratings or Staff’s recommendations.
Interviews
If necessary, the City may require top-rated proposers to participate in an interview. The City will e-mail proposers selected for the interview to schedule a date and time.
IX. Proposal Protests
Proposal Protest Procedures (Before Proposal Opening)
A protest filed before the proposal opening must be filed in writing no later than ten (10) working days before opening. The most common types of protest that might be filed before a proposal opening include those based upon restrictive specifications or alleged improprieties in any solicitation that is apparent before the scheduled proposal opening.
When a protest is filed before a scheduled proposal opening, certain steps must be followed:
A. The protest must be submitted in writing within the specified time frame (no later than ten (10) working days prior to a proposal opening). All protests must be filed with the City’s Director of Finance for determination. Protest must be submitted to the Director of Finance by mail or e-mail within the specified time frame. Protests can be sent to:
Mail:
Lana Dich
City of Santa Fe Springs
Attn: Finance Department
11710 Telegraph Road
Santa Fe Springs, CA 90670
Or
E-mail:
[email protected]
B. The protest must contain factual and legal reason(s) and should recommend a proposed remedy. Nevertheless, it should be noted that the City reserves the right not to implement the proposed remedy but to offer alternative solutions where applicable.
C. Where appropriate, the City will hold an informal conference on the merits of a protest with all interested parties allowed to attend. Interested parties may include all proposers, subcontractors, or suppliers, provided they have a substantial economic interest in a portion of the RFP.
D. All potential proposers will be advised of a pending protest.
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16 E. The City shall not open proposals prior to the resolution of the protest unless it is determined that:
• The items to be procured are urgently required;
• Delivery or performance will be unduly delayed by failure to make the award promptly; or
• Failure to make a prompt award will otherwise cause undue harm to the City.
The City will respond in writing within ten (10) business days after receipt of a properly filed protest. The Director of Finance will respond and include a response to each substantive issue raised in the protest.
After the exhaustion of administrative remedies, the protesting party will be given the City’s final decision. The Director of Finance has the authority to decide on all protests.
Proposal Protest Procedures (After Proposal Opening/Post Award) A protest filed after a proposal opening must be filed within three (3) working days after the award. The City will grant the protesting party a fair review and shall have up to ten (10) business days to review the protest and render its decision.
X. Execution of Agreement
The resulting agreement (see attached sample Attachment B) shall be signed by the successful Consultant and returned within the required insurance within ten (10) business days after the City has provided written notice that the Consultant has been awarded.
Failure to execute the agreement and file acceptable insurance documents as provided herein shall cause, at the City's option, for annulment of the award. Please review the insurance requirements and indemnification clause in the attached sample agreement.
Should the successful Consultant decline to execute the agreement, the City can either reject all proposals, accept one of the other proposals, or issue a new solicitation.
XI. Insurance Requirements
Any Consultant conducting services for the City of Santa Fe Springs must obtain and maintain insurance at their own expense. Insurance must be held until completion of services and formal acceptance by the City. The following insurance placed with an insurer admitted to write insurance in California or a non-admitted insurer on California’s List of Eligible Surplus Lines Insurers (LESL):
A. Commercial General Liability
Commercial General Liability (CGL) (equivalent in coverage scope to Insurance Services Office, Inc. Form CG 00 01) shall cover on an “occurrence” basis for bodily injury and property damage, including premise-operations, products-completed, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury, and advertising injury Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E City of Santa Fe Springs
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17 with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, the limit shall be twice the required occurrence limit.
If requested, the "City of Santa Fe Springs, its officials, employees, and agents" must be separately endorsed to the policy as additional insureds on an endorsement equivalent to the Insurance Services Office, Inc. Form CG 20 10 11 85 of CG 20 26 1185.
B. Business Automobile Liability
For owned vehicles, hired, and non-owned vehicles, Insurance Services Office Form CA 00 01 covering, Code 1 (any auto), or if Consultant has not owned autos, Code 8 (hired) and 9 (non-owned) with limit no less than $1,000,000 per accident for bodily injury and property damage.
If an automobile is not necessary to perform services, the Consultant must submit a written request for a waiver of this requirement.
C. Professional Liability or Errors and Omissions
Depending on the work or services to be performed, professional liability or errors and omissions liability insurance may be required. The City will require the Consultant to provide professional liability or errors and omissions liability insurance in an amount not less than $2,000,000 per occurrence or claim.
Architects' and engineers' coverage shall be endorsed to include contractual liability.
D. Workers' Compensation and Employer's Liability
Workers' Compensation as required by the California Labor Code and Employer's Liability in an amount not less than $1,000,000 per accident for bodily injury or disease.
E. Cyber Liability Insurance (if applicable)
With limits not less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by Consultant in this agreement and shall include, but not be limited to, claims involving security breach, system failure, data recovery, business interruption, cyber extortion, social engineering, infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, and alteration of electronic information. The policy shall provide coverage for breach response costs, regulatory fines and penalties as well as credit monitoring expenses.
F. Technology Professional Liability Errors & Omissions (if applicable) Coverage must be appropriate to Consultant's profession and work hereunder, with limits not less than $2,000,000 per occurrence. Coverage shall be sufficiently broad to respond to the duties and obligations undertaken by Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E City of Santa Fe Springs
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18 Consultant shall include, but not be limited to, claims involving security breach, system failure, data recovery, business interruption, cyber extortion, social engineering, infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, and alteration of electronic information. The policy shall provide coverage for breach response costs, regulatory fines and penalties as well as credit monitoring expenses.
The policy shall include, or be endorsed to include, property damage liability coverage for damage to, alteration of, loss of, or destruction of electronic data and/or information “property” of the City in the care, custody, or control of Consultant. If not covered under Consultant’s liability policy, such “property” coverage of City may be endorsed onto Consultant’s Cyber Liability Policy as covered property.
Required insurance documentation
A. Certificate of Insurance
The Certificate Holder must be listed as follows:
City of Santa Fe Springs
11710 Telegraph Road
Santa Fe Springs, CA 90670
Attn: Risk Management
B. Endorsements (if requested)
In addition to the Certificate of Insurance, the Consultant must provide the following endorsements:
1. Additional insured endorsements to the general liability and auto liability insurance policies. The "City of Santa Fe Springs, its officials, employees, and agents" must be endorsed to the Consultant's general liability policy as well as the auto liability policy as additional insureds on an endorsement equivalent to ISO forms CG 20 10 11 85 or CG 20 26 11 85.
2. Cancellation notice endorsements. Each policy must be endorsed to certify that it will not be cancelled or non-renewed by either party or reduced in coverage or limits (except by paid claims) unless the insurer has provided the City with thirty (30) days prior written notice of cancellation (ten (10) days for cancellation due to nonpayment of premium is acceptable).
3. Primary, non-contributory coverage endorsements. The general liability and professional liability (if required) policies must be endorsed to provide that each policy shall apply on a primary, non-contributing basis with any insurance or self-insurance, primary or excess, maintained by or available Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E City of Santa Fe Springs
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19 to the City or its officials, employees and agents.
C. Waiver and Modifications of the Insurance Requirements The City has the authority to modify these insurance requirements at any time at its discretion.
In general, any contract deemed sole source, professional/professional services, involve the disclosure of proprietary information, and/or a public works project, may require revisions to the City's standard insurance requirements.
Any revisions to the insurance requirements will be identified within the associated service contract terms and conditions.
Consultants may request a waiver or modification of these insurance requirements. Waiver or modification requests must be submitted in writing.
The request should state the specific insurance requirement that is being considered for waiver or modification and provide a brief explanation for the request. Requests will be reviewed on a case-by-case basis, and the decision will ultimately depend on the scope of services. The final decision to approve or deny a request will be at the City's legal authority or an authorized designee's discretion.
XII. Business License Requirements
Consultants that conduct business within city limits may be required to obtain City of Santa Fe Springs business license if selected. The business license must be acquired before commencing any work. Additional information regarding the City's Business License program may be obtained by visiting the City's website at:
https://www.santafesprings.org/business/opening_a_business/new_application.php Or by calling the City of Santa Fe Springs Business Support Center at (562) 264 - 5219.
XIII. Use of Federal Funds
The City may elect to use funding from Federal sources for a portion of or all expenses related to this project. The United States Federal Government requires purchases of items and services to meet specific standards when using Federal funds, including grants, cooperative agreements, contracts, and Federal funds "passed-through" to the City from a non-Federal entity (i.e., sub-recipient agreements). These requirements are codified under the Code of Federal Regulation's (CFR) Title 2, Subtitle A, Chapter II, Part 200 (also referred to as "2 CFR 200" or "Uniform Guidance") and the Federal Acquisition Regulations (FAR), as applicable.
The following standards apply to all purchases of items and services using Federal funds:
Transactions shall be conducted lawfully and ethically. Unnecessary/duplicative purchases are not permitted.
Utilizing a vendor or supplier on the U.S. Federal Government's Debarred and Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E City of Santa Fe Springs
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20 Suspended List (available at SAM.gov) is prohibited. All individuals involved in the expenditure of federal monies must avoid any actual or apparent conflict of interest.
Procurement transactions must be conducted in a manner providing full and open competition.
Opportunities should be provided to minority businesses, women's business enterprises, and labor surplus area firms when possible. Contracts and purchase orders should include the contract provisions required by 2 CFR 200 Appendix A.
Purchases of goods and services must include documentation detailing the procurement history.
XIV. Non-Commitment of City
While the City intends to select a Consultant through this process, this intention is subject to change at any time during the process. The City does not commit to awarding an agreement, paying any costs incurred in preparing the proposal for this request, and/or procuring or contracting any items or services.
XV. Labor Requirements
A. Background: All personnel engaged in the performance of this work shall be employees of the Consultant and, as such, shall be warranted to possess sufficient experience and reliability to perform this work.
B. Health: All personnel engaged in the performance of this work shall be in good health and free of contagious diseases. The Consultant shall not allow any person(s) under the influence of alcohol or drugs on the premises or in the building. Neither shall the Consultant allow the use of or presence of alcohol or drugs on the premises or in the building.
C. Non-Discrimination: The Consultant shall not engage in discrimination in the employment of persons because of race, color, national origin, ancestry, mental/physical disabilities, sex, or religion of such persons.
D. Conduct: No person(s) shall be employed for this work that is found to be incompetent, disorderly, and troublesome, under the influence of alcohol and drugs, which fails or otherwise refuses to perform the work properly and acceptably or is otherwise objectionable. Any person found to be objectionable shall be discharged immediately and not re-employed for this work.
E. Age: The Consultant will only hire individuals who are of legal age to work.
XVI. Records
The Consultant agrees to permit the City Manager or designee access to records, reports, files, and other papers or property of the Consultant to audit any performance aspect under this agreement.
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21 XVII. Use of Subcontractors
The Consultant shall be responsible for all work performed under the final agreement and shall keep all work under their control. No portion of the work may be subcontracted without the prior written consent of the City. All subcontractors used on this work shall be 18 and be under the direct supervision of the Consultant and shall be considered as their employees. Any approved subcontractors must provide insurance indemnifying the City with limits at or exceeding the limits of the primary's insurance.
XVIII.Modifications/Changes
Changes in the areas serviced and/or specifications may be necessary during the agreement term. Changes in the agreement requirements and corresponding changes in compensation may be implemented upon mutual understanding between the City and the Consultant. These changes will be processed by the City Manager.
XIX. Disclosure of Information
A. The Consultant agrees that it will not, during or after the term of the agreement, disclose any proprietary information or confidential business information of the City, including but not limited to its costs, charges, operating procedures, or methods of doing business to any person, Consultant, corporation, association, or other entity or the general public for any reason or purpose whatsoever, without the prior written consent of the City. Such confidential or proprietary information received by the Consultant shall be used exclusively in connection with the performance of services.
B. The Consultant shall not issue or release for publication any articles, advertising, or publicity matters relating to the services performed by the Consultant hereunder or mentioning or implying the name of the City or its respective personnel without the prior written consent of the City.
XX. Ex-Parte Communications
Consultants and their representatives should not engage in unauthorized communications with elected officials, officers, employees, or agents of the City about this RFP. This requirement also includes any evaluation panel member, except for designated RFP facilitators. This requirement remains in effect until after award notifications have been made.
This restriction does not prohibit consultants and their representatives from making oral statements or presentations to City representatives during a scheduled public meeting.
XXI. General Rights of the City
At its discretion, the City reserves the right to:
A. Reject any and/or all proposals for no reason or any reason including, but not limited to, the following:
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22 1. The proposal is incomplete, non-responsive, obscure, irregular, or lacking necessary detail and specificity.
2. The Consultant, in the sole judgment of the City, lacks the qualifications, experience, and/or responsibility necessary to provide the services.
3. The Consultant failed or neglected to complete and submit any information within the time specified by the City and as may be otherwise required herein.
B. Reject any proposal that, in the opinion of the City, is so unbalanced in comparison to other proposals received and/or to the City’s internal estimates that it does not accurately reflect the cost to perform; C. Accept all or any part of a proposal;
D. Make multiple awards;
E. Cancel the entire RFP;
F. Issue subsequent RFPs; or
G. Waive any errors or informalities in any proposal to the extent law permits
PLEASE REVIEW
Attachment A – References
Attachment B – Sample PSA
Attachment C – General Plan
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E
EXHIBIT B
CONSULTANT’S PROPOSAL
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E City of
Santa Fe Springs
Comprehensive
Zoning Code Update
Response to Request for Proposals
December 19, 2024
Lisa Wise Consulting, Inc.
Contact: Lisa Wise, AICP
939 South Broadway, Suite 611
Los Angeles, CA 90015
[email protected]
(805) 595-1345
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E Prepared for:
City of Santa Fe Springs
11710 Telegraph Road
Santa Fe Springs, CA 90670
EPD Solutions, Inc.
3333 Michelson Drive, Suite 500
Irvine, CA 92612
www.epdsolutions.com
(949) 794-1180
Lisa Wise Consulting, Inc.
939 South Broadway, Suite 611
Los Angeles, CA 90015
www.lisawiseconsulting.com
(805) 595-1345
Prepared by:
ii | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E Table of Contents
A. Letter of Interest. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Proposed Schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 B. Project Understanding and Approach. . . . . . . . . . . . . . . . . . . . . . 3 Project Understanding. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Project Approach. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 C. Relevant Experience. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Firm Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Specific Examples of Relevant Experience. . . . . . . . . . . . . . . . . . . . . . . . . 8 Recent Zoning Code Projects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 D. Proposed Statement of Work. . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 E. Conflict of Interest Statement. . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 F. Cost Proposal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Attachments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Project Team Resumes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Organizational Chart. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | iii Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E This page intentionally left blank.
iv | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E December 19, 2024
Micah Herd
Procurement Manager, Department of Finance
City of Santa Fe Springs
11710 Telegraph Road
Santa Fe Springs, CA 90670
(562) 868-0511
[email protected]
RE: LWC Proposal for the City of Santa Fe Springs RFP No. 25 – 8, Comprehensive Zoning Code Update Dear Micah:
Lisa Wise Consulting, Inc. (LWC) is very pleased to submit our proposal to complete a Comprehensive Zoning Code Update for the City of Santa Fe Springs. As a California corporation that has focused on comprehensive zoning code updates for over 18 years and completed over 80 successful zoning code update engagements, this is a target project for us. The LWC Team includes EPD Solutions to prepare, post, respond, and file the necessary associated environmental documents and support the outreach effort.
Given our detailed understanding of the scope of services, milestones and timeline of this project, relative to the demands on the firm through the next 24 months, we have more than sufficient staff availability at every level to bring the Comprehensive Zoning Code update project to completion and meet the expectations of the City. The proposed schedule is included below. We look forward to reviewing and refining the scope of work, budget, and timline to meet the City's needs and expectations.
The LWC Team of California development code experts includes Jennifer Murillo, AICP (Director and Project Manager), with over 19 years of dedicated development code experience, and Stefano Richichi (Deputy Project Manager) with 9 years of comprehensive development code experience. The LWC Team also includes Ethan Stan, AICP (Lead Associate) and Abby Weizer (Associate). Key project staff from EPD Solutions includes Terrance Smalls (Environmental Principal Planner), Konstanza Dobreva, JD (VP of Environmental Planning), and Meghan Macias, TE (Director of Technical Services). As the President and owner of the LWC, I bring over 30 years of zoning code update and management of complex development code projects and will be responsible for adherence to the tenets of the contract and the quality and timeliness of all deliverables.
I am the primary point of contact regarding the proposal and wholly responsible for communication with the City and will support our Project Manager, Jennifer Murillo, and our entire staff throughout the engagement. My direct phone number and email address are included below. I acknowledge that LWC complies with State and Federal nondiscrimination requirements and that we have read, understand, and can comply with all the components of the RFP and addenda.
A. Letter of Interest
Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 1 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E We remain available to address questions or comments and appreciate the opportunity to participate in the City of Santa Fe Springs Comprehensive Zoning Code Update.
Sincerely,
Lisa Wise, AICP
President, CEO
Lisa Wise Consulting, Inc.
939 South Broadway, Suite 611
Los Angeles, CA 90015
[email protected]
(805) 595-1345
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1
Task A: Timeline and
Milestones
Task B: Assessment
Task C: Environmental
Review
Task D: Coordination with
Concurrent Specific Plan
Project*
Task E: Recommendations
* To be determined based on coordination with the Specific Plan team. 2025 2026 2027
Kick-off
Meeting
Public
Outreach
Program
Public Outreach
Summary Report #2
Public Outreach
Summary Report #1
Table of Contents
& Style Guide
Public Review
Draft Zoning Code
Public Hearing
Draft Zoning Code
Staff Training
Sessions (2)
Public
Hearings (2)
Admin Draft
Zoning Code
Review
Meetings (3)
Admin Draft
Recs Memo
Final Recs
Memo
Workshop #1 #2 CC Study
Session #1
CC Study
Session #2
#3 #4 #5
Action Plan/
Timeline
Data
Request
Final Zoning Code
City of Santa Fe Springs
Comprehensive Zoning Code and Map Update
Project Schedule | December 19, 2024
Staff Review
Meeting
PC/CC
Meeting #1
PC/CC
Meeting #2
Public
Hearing
Consultant
Effort
Meeting/
Study Session
Workshop/
Community Event Product
Proposed Schedule
2 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E B. Project Understanding and Approach
Project Understanding
We understand that the Comprehensive Zoning Code
Update is integral to implementing the Vision for Santa Fe Springs 2040, which aspires to maintain the City
as a great place to live, work, and play. The updated
code will enact the General Plan’s goals by enhancing
quality of life for residents and businesses; fostering a safe environment and thriving business community;
providing quality family, youth, and senior services;
and ensuring sound financial management.
The City’s mission to sustain a balance between
its robust industrial base and diverse housing
opportunities, while preserving stable neighborhoods,
is at the forefront of this project. The updated code
must also position Santa Fe Springs to attract and
retain businesses and workers, support a vibrant
downtown, leverage transit-oriented districts around
Metro’s L Line and Metrolink stations, and enable
civic improvements that benefit the entire community.
We appreciate the City’s commitment to modernizing
its development review process and reducing protracted
discretionary design review to better accommodate
the rapid pace of change in business and technology.
By streamlining processes and introducing clearer,
consolidated standards and user-friendly tools, the
updated code will make zoning more accessible for
residents, businesses, and developers alike.
The City has thoughtfully outlined a step-by-step
process to assess the current code that includes:
• A thorough assessment of the current General Plan,
Zoning Code, and Specific Plans to discern where
changes are needed.
• Incorporating best practices from across the State
and country.
• Comprehensive public engagement from start to
finish.
• Conducting thorough environmental review and
actionable recommendations.
• Delivering a draft and final code that aligns with
the City’s goals for clarity, flexibility, and efficiency – working closely with City staff throughout the
project.
The LWC EPD Team is uniquely qualified to meet
and exceed the City’s expectations. With decades
of experience delivering successful zoning codes
updates and ensuring environmental compliance,
we are well-equipped to navigate the complexities
of this engagement. Our approach is grounded in
open communication, comprehensive research and
analysis, and close collaboration with City staff. Our
highly qualified staff are available for the duration of the project and will address this work as the highest
priority. We are committed to delivering an updated
code on time and within budget that reflects the vision and priorities of Santa Fe Springs.
Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 3 Images from the City's 2040 General Plan, illustrating the City's vision for industrial redevelopment and complete neighborhoods.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E Project Approach
LWC’s approach to the Comprehensive Zoning
Code Update for Santa Fe Springs is grounded in our
extensive experience on similar projects and our deep
understanding of the City’s goals. All facets of our
work - public engagement, code evaluation, application
process review, and code drafting - will center on the
City’s objective of creating a streamlined, clear, and
efficient zoning code that:
• Accommodates modern uses and evolving business
needs.
• Reflects the community’s priorities through
meaningful public input.
• Ensures CEQA compliance.
• Integrates seamlessly with the ongoing Town Center
Telegraph Corridor Specific Plan.
Public Engagement
Our approach is anchored in inclusive and
proactive public participation, ensuring that the
community priorities are evident in findings and final
recommendations. LWC brings 18 years of expertise
in designing and implementing successful Public
Engagement Strategies. We leverage diverse tools such
as interviews, focus groups, surveys, workshops, open
houses, study sessions, public hearings, and dynamic
digital platforms (webpages, social media). We
understand that a robust public engagement process
builds trust and produces a zoning code that reflect
the aspirations and needs of residents, businesses, and stakeholders.
Project Management
We emphasize clear and consistent communication
with the City, employing regularly scheduled progress
meetings, detailed invoices with clear cover letters,
and the use of BigTime, a powerful online time
management platform. BigTime enables real-time
tracking of project progress, tasks, staff allocation,
and budget metrics, ensuring accountability and ontime delivery. Weekly internal project status meetings allow us to anticipate challenges and make necessary
changes before issues arise. All deliverables undergo a rigorous internal review process to guarantee accuracy, clarity, and the highest professional quality.
BigTime enables LWC to track project performance
by staff member and by task relative to timeline
and budget, allowing us to better evaluate and
anticipate the needs of the project.
4 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E Equity. Ensures that the benefits and burdens of the new code are shared across the community, expand opportunities for affordable housing and affordable commercial space, and support a diversity of businesses.
Viability. Fosters development that supports city goals for housing, employment growth, vibrant commercial centers and business districts while considering market forces, economic feasibility and fiscal performance.
Quality. Assures standard of excellence that retains value, is long lasting, and responds to context and character of neighbor-hoods, corridors, and districts.
Context. Responds and enhances to the unique character of neighborhoods, corridors, centers, and districts.
Predictability. Offers a high degree of control and assures alignment with expectations of development outcomes for the City, property owners, businesses, and the development community.
Flexibility. Able to accommodate reasonable adjustments to assure positive outcomes and community compatibility over time.
Clarity. Be easy to understand for community members, developers, and City officials and staff, and enable consistent interpretation at the planning counter.
As a firm, we are dedicated to the following principles on all of our engagements:
Tailored Expertise
LWC’s approach is informed by best practices and
lessons learned from over 80 zoning code updates
projects, including engagements in fast-growing
jurisdictions like Rancho Cucamonga, Beaumont, and
Lompoc, as well as larger cities such as Long Beach,
Las Vegas and Columbus, OH. We bring specialized
expertise in:
• Industrial zone regulations and standards for parking, truck loading bays, landscaping buffers, and signage
logistics, aligning with State legislation (AB 98).
• Drafting objective design standards for building
design and location to ensure legal defensibility
while advancing community character goals.
By focusing on collaboration, precision, and alignment
with Santa Fe Springs’ vision, our team will deliver
an updated zoning code that is user-friendly, legally
robust, and well-positioned to guide the City’s future
growth and prosperity.
At LWC, we believe that a zoning code should make
a city more resilient, equitable and prosperous. We
also believe zoning codes should serve the present,
acknowledge the future and be accessible to all users.
The LWC team is committed to delivering a communitydriven zoning code update in close collaboration with the community and City staff. Each LWC code effort is
unique, reflecting the needs, desires, character, social and economic realities of each community. However,
each effort reflects a consistent philosophy that zoning and development regulations should:
Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 5 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E C. Relevant Experience
Firm Overview
Lisa Wise Consulting, Inc. (LWC)
specializes in assessing, updating,
and modernizing zoning codes aimed
at promoting pedestrian and transitoriented communities, and facilitating sustainable, prosperous, and equitable cities. The
LWC team addresses each engagement with a deep
understanding of zoning principles, best practices,
strong project management, and professional writing
skills. LWC’s approach to code updates relies on
listening, learning, and a focus on creating ease of use, consistency, modernizing uses and implementing the
community’s vision. LWC was founded in 2006 and
has grown to a staff of 20 urban planning professionals and support staff with offices in Los Angeles, San
Francisco, and San Luis Obispo.
LWC core competencies include:
• Zoning Ordinance, Development Code Updates
and Diagnoses, Industrial Zone Updates, AB 98
Compliance
• Community Engagement Strategies, Workshops,
Study Sessions, Surveys
• Long-Range Planning, Specific Plans, TOD Plans,
and Corridor Plans
• Housing Law Compliance, Implementation, and
Affordable Housing Policy
LWC has successfully completed code audits, code
updates and technical planning projects in California,
Arizona, Nevada, North Dakota, Texas, Ohio, Hawaii,
Oklahoma, Maine, Iowa, Massachusetts, and the
Kingdom of Saudi Arabia. Our resume includes
80 comprehensive code updates, diagnoses, and
regulatory compliance assessments; 16 sign code
updates; and over 130 long range planning, housing,
economic, and finance projects delivered on time and
to our client’s satisfaction.
EPD Solutions, Inc. (EPD)
specializes in providing
environmental, technical,
and planning services that balance environmental
responsibility with community enhancement and
regulatory compliance. Founded in 2013, EPD offers
over 25 years of senior project management experience,
preparing CEQA and NEPA documentation and
managing complex projects throughout Southern
California. Our multidisciplinary expertise ensures
defensible environmental documents, timely
project delivery, and innovative planning solutions.
EPD has a proven track record in Santa Fe Springs,
supporting projects like the Bloomfield Avenue
Development, Florence Avenue Townhomes, and
Pioneer Building Development. Core competencies
include General Plans and Zoning Ordinances, traffic
and transportation analyses, air quality and GHG
assessments, and health risk evaluations. By integrating environmental planning, policy development, and
technical analysis, EPD supports cities in achieving
sustainable, impactful development outcomes.
6 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E Zoning Code Updates and Audits
LWC is a national expert in zoning ordinance and
development code updates, audits, and strategies. Our
18-year code resume includes over 80 successful coderelated projects. We are committed to working closely with communities to:
• Establish a vision
• Assess current zoning and land use regulations
• Investigate development patterns, typologies
• Streamline, modernize, and standardize
• Collaborate on drafts, edits, and final presentations • Facilitate code training
LWC’s code update philosophy emphasizes ease of
use, consistency, clarity, and the accommodation
of modern land uses. LWC's approach prioritizes
attractive graphics and web-interfacing capabilities.
Our comprehensive approach assures compliance with
federal, state, and local policies and implementing the community vision.
LWC has developed zoning codes for fast-growing cities
focused on their downtown core, communities hoping
to preserve traditional uses and neighborhoods, and
communities focused on the development of key nodes
and corridors and accommodating modern uses.
Austin, TX, Land Development Code Update
Beaumont, CA, Zoning Code Updates
Benicia, CA, Mixed-Use Development
Standards Ordinance
Cincinnati, OH, Unified Development Code
Columbus, OH, Comprehensive Zoning
Code Assessment and Code Update
Fargo, ND, Land Development Code
Diagnostic
Flagstaff, AZ, Zoning Ordinance Update
Goleta, CA, Zoning Ordinance and Coastal
Implementation Plan
Grover Beach, CA, Development Code
Update
Hayward, CA, Downtown Form-Based
Code and Mission Boulevard FBC Update
Henderson, NV, Development Code Update
Indio, CA, Zoning Code Update
Kingman, AZ, Citywide Zoning Code Update
Kingsburg, CA, Development Code Update
La Quinta, CA, Highway 111 FBC
Las Vegas, NV, Downtown FBC
Livermore, CA, Development Code Update
and FBC
Lompoc, CA, Zoning Code Update
Long Beach, CA, Zoning Code Audit
Malibu, CA, Zoning Code and LIP Update
Marin County, CA, Development Code
Amendments
Mesa, AZ, FBC and Regulating Plan
Milpitas, CA, Comprehensive Zoning
Ordinance and Zoning Map Update
Morgan Hill, CA, Monterey Corridor FBC
Napa, CA, Zoning Code and Map Update
Newark, CA, Zoning Ordinance Update
Oklahoma City, OK, Land Development
Code Update
Pacific Grove, CA, Zoning Ordinance Update
Palmdale, CA, Comprehensive Zoning
Code Update
Park City, UT, Land Management Code
Amendments
Pismo Beach, CA, Implementation Plan
and Zoning Code Update
Rancho Cucamonga, CA, Comprehensive
Development Code Update
Richmond, CA, Livable Corridors Plan and
FBC
South San Francisco, CA, Citywide Code
Update and Form-Based Code
St. Helena, CA, Zoning Code Update
Tehachapi, CA, Citywide Zoning Code
Update
Vacaville, CA, Land Use and Development
Code Audit and Update
Kaua’i County, HI, Form-Based Code
West Sacramento, CA, Zoning Modernization
Westerville, OH, Zoning Ordinance Update
CALIFORNIA
CODE PROJECTS
NATIONAL CODE PROJECTS
983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 939 S BROADWAY, STE 611, LOS ANGELES, CA 90015 LISAWISECONSULTING.COM Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 7 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E 983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 939 S BROADWAY, STE 611, LOS ANGELES, CA 90015 LISAWISECONSULTING.COM In November 2023, the City of Beaumont
hired LWC to conduct a Comprehensive
Update to the City’s Zoning Code and
Zoning Map. The Zoning Code was last
updated in 2007 and while amended
numerous times, it has not kept pace
with changes to state laws, economic
and development trends, and modern
uses and terms.
LWC is working closely with the City
to conduct an update that prioritizes
implementing the vision in the recently
updated (2020) General Plan by
modernizing and streamlining the
Zoning Code, making it more userfriendly, and preparing commercial and industrial design standards that reduce
noise, privacy, parking, and design
impacts to neighboring residential
land uses. The Zoning Code Update
focuses on implementing the General
Plan and priorities of the City, while
maintaining an appropriate level of
control desired by the community in
compliance with state law. Additionally,
LWC is working to consolidate land
uses to mitigate the need for and
eliminate delays of discretionary review,
increase consistency across applicable
City documents, and ensure a more
transparent, predictable permitting and
public participation process.
LWC initiated a comprehensive review
of the existing Zoning Code, General
Plan, Housing Element, Downtown
Beaumont Revitalization Plan, Parking
Management Master Plan, Economic
Development Master Plan, and other
relevant plans, regulations, and
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produced a Recommendations Report
for public review which sets strategic
recommendations for the update.
To ensure the community’s voice will be
evident in the Zoning Code Update, LWC
conducted meetings with representatives
from City departments and held study
sessions with the City Council and
Planning Commission.
The new Zoning Code will feature
streamlined, modernized, legally
compliant Zoning Districts, Use
Regulations, Citywide Standards, Sign
Standards, and Administrative and
Permit Procedures. The updated Zoning
Map will clearly illustrate zoning districts
and overlays and updated zoning for
inconsistencies with the General Plan.
Anticipated adoption of the
Comprehensive Zoning Code Update is
June 2025.
CITY OF BEAUMONT
Comprehensive Zoning Code and Zoning Map Update
STATUS:
Anticipated adoption
June 2025
TIMEFRAME:
November 2023 –
July 2025
BUDGET:
$368,080
REFERENCE:
Carole Kendrick
Interim Community
Development Director
City of Beaumont
550 E. 6th Street
Beaumont, CA 92223
(951) 572-3237
CKendrick@
beaumontca.gov
Specific Examples of Relevant Experience
8 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E 983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 939 S BROADWAY, STE 611, LOS ANGELES, CA 90015 LISAWISECONSULTING.COM 7KH&LW\RI5DQFKR&XFDPRQJDKLUHG
LWC to conduct a comprehensive
update of its Development Code
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implementation of the vision
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be “the cultural and economic hub
of the Inland Empire.” The City has
experienced rapid population and
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venues.
The previous Development Code was
amended numerous times as the City
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urban fabric.
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Update team to identify inconsistencies
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development expectations. LWC also
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into the Citywide Development Code.
As a part of the Comprehensive Code
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Standards for multi-family and
residential mixed-use developments
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based code standards that apply to
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The new Code applies form-based
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character and quality of established
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transitions between public and private
realms and more balanced shifts
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streetscape.
The updated Code was adopted
unanimously by the City Council on
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the new Code.
CITY OF RANCHO CUCAMONGA
Comprehensive Development Code Update and Objective Design Standards STATUS:
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TIMEFRAME:
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$SULO
BUDGET:
REFERENCE:
0DWWKHZ%XUULV$,&3
'HSXW\&LW\0DQDJHU
&LW\RI5DQFKR&XFDPRQJD
&LYLF&HQWHU'ULYH
5DQFKR&XFDPRQJD&$
[email protected]
Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 9 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E 983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 939 S BROADWAY, STE 611, LOS ANGELES, CA 90015 LISAWISECONSULTING.COM The City of Milpitas hired LWC to
conduct a Comprehensive Update
to the City’s Zoning Ordinance and
Zoning Map. The Zoning Ordinance
was last updated in 2008 and while
amended numerous times, it has not
kept pace with economic realities,
current land use and housing, and
needs organization and streamlining.
LWC is working closely with the City
to conduct an update that prioritizes
implementing the vision in the 2040
General Plan by modernizing the
Zoning Ordinance and making it more
user-friendly, ensuring consistency
across all applicable City documents,
and promoting more compact,
mixed-use, and transit-oriented
development types. The Zoning
Ordinance Update will ensure legal
compliance, implement the 2023-
2031 Housing Element, and apply
clear, consistent, and user-friendly
graphics and formatting. Additionally,
LWC is working to assure a more
transparent, predictable permitting
process to better promote attractive
and valuable design, accommodate
modern land uses, protect residential
neighborhood character, and support
a more vibrant economy.
LWC initiated the project with a City
tour and a comprehensive review
of the existing Zoning Ordinance,
General Plan, Housing Element,
6SHFL¿F3ODQV2EMHFWLYH'HVLJQ
Standards, Economic Development
Strategy, and other relevant plans,
regulations, and documents. Based
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Recommendations Report which set
foundational recommendations for the
update.
To assure the community’s voice
will be evident in the Zoning
Ordinance Update, LWC conducted
stakeholder interviews with residents,
representatives from the business
community, special interest groups,
and civic leaders; developed a project
website (www.milpitaszoningupdate.
org); met with the Technical Advisory
Committee and Zoning Advisory
Group; conducted an online survey;
and facilitated workshops and study
sessions with the City Council and
Planning Commission.
Phase 1, which included prioritized
new zoning districts, 2023-2031
Housing Element implementation
amendments, and an updated
Zoning Map, was unanimously
adopted in June 2024. Phase 2, the
comprehensive Ordinance Update, is
scheduled for adoption in June 2025.
STATUS:
Anticipated adoption June 2025
TIMEFRAME:
February 2023 – July 2025
BUDGET:
$879,515
REFERENCE:
Holly Pearson, AICP
Zoning Update Project Manager
City of Milpitas
455 E. Calaveras Blvd.
Milpitas, CA 95035
(408) 609-0072
[email protected]
CITY OF MILPITAS
Comprehensive Zoning Ordinance and Zoning Map Update
10 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E 983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 939 S BROADWAY, STE 611, LOS ANGELES, CA 90015 LISAWISECONSULTING.COM
CITY OF LOMPOC
Zoning Code Update and Sign Code Update
LWC was hired by the City of Lompoc
to conduct a comprehensive Zoning
Code aimed at implementing the
recently adopted General Plan,
complying with federal and state
law, and incorporating best practices
and community sentiment in a manner
that is concise, clear, and user-friendly.
Lompoc is in Santa Barbara County,
the heart of the Santa Rita Hills wine
growing region and Santa Barbara
Wine Trail. Lompoc also abuts
Vandenburg Space Force Base and
the West Coast home of the SpaceX
Program.
LWC worked closely with the City
to integrate economic objectives
established in the General Plan
which focused on preserving and
strengthening the Wine Ghetto District,
modernizing existing land uses,
and creating updated development
standards to promote economic
revitalization, encourage high quality
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and preserve historic character. At the
City’s direction, LWC also focused on
streamlining and reorganizing the code
to be succinct, easy to navigate, and
more reliant on clear graphics, tables,
DQG¿JXUHV
LWC initiated the project with
stakeholder interviews, an
online survey, public hearings,
and workshops, followed by a
comprehensive Code Diagnostic
Analysis and a preliminary
recommendations report. The City
directed prioritization of the Sign Code
to ensure consistency with the Reed
v Town of Gilbert US Supreme Court
decision and to provide new sign
standards that would support local
businesses. The updated Sign Code
was unanimously adopted by the City
Council in December 2016 and is one
RIWKH¿UVWLQ&DOLIRUQLDVLQFHWKH86
Supreme Court’s ruling.
LWC completed the comprehensive
Zoning Code update in November and
it was adopted by the City Council
unanimously in December by a vote of
5 – 0.
STATUS:
Adopted December 2019
TIMEFRAME:
August 2015 - December 2019
BUDGET:
$404,794
REFERENCE:
Brian Halvorson
Planning Manager
City of Lompoc
100 Civic Center Plaza
Lompoc, CA 93436
(805) 875-8228
[email protected]
PARTNER:
Rincon Consultants (CEQA)
AWARD:
American Planning Association
(APA), California Central Coast
Chapter: Merit for Best Practice
Award, 2017 (Sign Code)
Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 11 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E Relevant Project Experience
PROJECT NAME NWC Telegraph and Santa Fe Springs Road Redevelopment Project PROJECT CITY, COUNTY Santa Fe Springs, Los Angeles County PROJECT NUMBER 23-090
MARKET/PROJECT TYPE ☒ Industrial
☐ Solar/Renewable
☐ Local/State Government
☐ Residential
☐ Educational/Institutional
☐ Other
EPD SERVICES ☒ CEQA
☒ Entitlement
☐ Enviro Planning
☒ Traffic Analysis
☐ Post Entitlement
☐ Public Outreach
☒ Development Mgt
☐ Construction Mgt
TIMEFRAME 2023 – 2024 BUDGET $528,981
DESCRIPTION EPD performed development management services, CEQA compliance services and supported the entitlements process for a redevelopment project that proposed to demolish an existing onsite building, abandon the existing onsite oil wells, and construct two new warehouse buildings with parking, landscaping, and access improvements. The two buildings would consist of 298,373 SF and 286,305 SF, for a total of 584,678 SF of industrial development. Related site improvements included parking, loading docks, decorative landscaping, associated onsite infrastructure, and a new cul-de-sac driveway. The proposed redevelopment project required review and approval of a Tentative Parcel Map and a Development Plan Approval from the City of Santa Fe Springs. EPD’s team prepared an Initial Study, EIR, Air Quality/GHG Emissions and Energy Analysis, and Traffic Impact Analysis for the project and managed the work of six technical specialists in the preparation of the supporting technical studies listed below.
TECHNICAL STUDIES o Phase I & II ESA – Partner Engineering and Science, Inc. o Noise Study – Urban Crossroads, Inc.
o Geotechnical Report – LGC Geotechnical, Inc.
o Cultural & Paleontological Survey – BFSA Environmental Services o Biological Resources Assessment – Hernandez Environmental Services o Air Quality & Greenhouse Gas Emissions & Energy – EPD Solutions, Inc. o Low Impact Development (LID) Plan – Huitt Zollars
o Traffic Impact Analysis – EPD Solutions, Inc.
o Caltrans Interim Safety Queueing Analysis
LEAD AGENCY City of Santa Fe Springs
CLIENT Bridgeland Resources, LLC
REFERENCE
Name Jimmy Wong
Title Associate Planner
Email [email protected]
EPD PROJECT TEAM
EPD PROJECT MANAGER Tatiana Torres
Transportation Engineer Meaghan Truman
Team Member Name Alex Garber
12 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E
Relevant Project Experience
PROJECT NAME Redlands General Plan Transit Villages District and Specific Plan Project PROJECT CITY, COUNTY Redlands, Riverside County
MARKET/PROJECT TYPE ☐ Industrial
☐ Solar/Renewable
☒ Local/State Government
☒ Residential
☐ Educational/Institutional
☒ Mixed-Use/Hospitality/Open
Space
EPD SERVICES ☒ CEQA
☐ Entitlement
☒ Enviro Planning
☒ Traffic Analysis
☐ Post Entitlement
☐ Public Outreach
☐ Development Mgt
☐ Construction Mgt
TIMEFRAME 2019-2022 BUDGET $399,819
DESCRIPTION EPD prepared the Environmental Impact Report for the Redlands General Plan Transit Villages District and Specific Plan Project. The Transit Villages Specific Plan (TVSP) provides for infill development, redevelopment and development of a number of vacant parcels located within the Project area. The maximum development that would occur from buildout of the TVSP would include up to 2,400 dwelling units, 220 hotel rooms, 265,000 square feet (SF) of retail commercial uses, 238,000 SF of office uses, and 280,000 SF of open space and parks. The total square-footage and dwelling units that are included in buildout of the TVSP could be constructed at the present time under the current GP2035 land use designations and current zoning designations within the Project area buildout pursuant to the TVSP would be within the buildout provided for within the GP2035. However, the proposed TVSP would provide a formbased code to achieve preferred building forms and design, promote compact and walkable urban form in the vicinity of the train stations, introduce a greater variety of transportation options (and reduce vehicle trips and vehicle miles traveled), and provide more public open space and amenities that provide aesthetic and community benefits.
TECHNICAL STUDIES o Noise Study – Urban Crossroads
o Cultural & Paleontological Survey – Material Culture Consulting o Biological Resources Assessment – Hernandez Environmental Services o Air Quality & Greenhouse Gas Emissions & Energy – Urban Crossroads o Traffic Impact Analysis – EPD Solutions, Inc.
LEAD AGENCY / CLIENT City of Redlands
REFERENCE
Name Brian Foote
Title Planning Manager
Email
Phone
[email protected]
909.798.7562
Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 13 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E
Relevant Project Experience
PROJECT NAME Tustin Housing Element Update and IS/MND
Subsequent RHNA Rezone EIRs: Market Place Rezone Project, Enderle Center Rezone Project, and Tustin Legacy Specific Plan Amendment Project
PROJECT CITY, COUNTY Tustin, Orange County
MARKET/PROJECT TYPE ☐ Industrial
☐ Solar/Renewable
☒ Local/State Government
☒ Residential
☐ Educational/Institutional
☒ Other (Planning)
EPD SERVICES ☒ CEQA
☐ Entitlement
☒ Enviro Planning
☒ Traffic Analysis
☐ Post Entitlement
☒ Public Outreach
☒ Development Mgt
☐ Construction Mgt
TIMEFRAME 2021-2022 BUDGET $80,430 (MND)
$354,820; $335,490; $475,770
(RNHA EIRs, respectively)
DESCRIPTION EPD provided Housing Element advisory services and assisted with the preparation of the City of Tustin’s Housing Element 6th Cycle Update and prepared the supporting Initial Study and Negative Declaration. The Housing Element Update provided a plan to meet anticipated population growth and housing needs, including incorporation of an additional 6,782 housing units to meet Regional Housing Needs Allocation accommodating varying income distributions.
EPD also assisted the City with preparation and distribution of SB 18 and AB 52 tribal consultation letters. EPD worked with the City to meet an aggressive schedule and obtain certification of the Housing Element on time.
EPD prepared two expedited EIRs and one SEIR concurrently for the City of Tustin's three major rezone efforts related to their approved Housing Element shortfall sites. The EIRs analyzed the potential addition of 4,970 dwelling units spread out over two neighborhoods of the Tustin Legacy Specific Plan, the allowance of up to 900 units over 18 acres of the existing Tustin Marketplace, and potential development of 413 units over approximately 7 acres of Tustin's existing Enderle Center commercial site. Each project required preparation of an independent VMT Study, Traffic Impact Assessment, Air Quality Study, Noise Study, and Cultural Study to support the CEQA findings. All three EIRs were prepared and within public circulation within one year of the kickoff date with the City. EPD worked closely with the City to ensure that the City met the state's three-year rezone requirement of shortfall sites identified within their certified housing element. EPD also prepared the traffic analysis for the project and oversaw preparation of the additional technical analyses.
TECHNICAL STUDIES o Noise Study – LSA
o Cultural & Paleontological Survey – BFSA Environmental Services o Biological Resources Assessment – Hernandez Environmental Services o Air Quality & Greenhouse Gas Emissions & Energy – LSA LEAD AGENCY / CLIENT City of Tustin
REFERENCE
Name Justina Willkom
Title Community Development Director
Email
Phone
[email protected]
714.573.3115
14 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E Jurisidction Project Description Status Start
Date End Date
Alameda County, CA Castro Valley General Plan
Implementation In Progress 08/2016 *Spring 2026
Alameda County, CA Ashland and Cherryland Business
District Specific Plan and Code Update Complete 2013 2015 Arlington, MA Sign Regulations Update Complete 09/2018 04/2019 Beaumont, CA Comprehensive Zoning Code and
Zoning Map Update In Progress 11/2023 *07/2025
Belmont, CA Zoning Ordinance Amendments In Progress 11/2023 *Spring 2025 Columbus, OH Comprehensive Zoning Code
Assessment and Update In Progress 4//2020 *Summer 2026
Cypress, CA Inclusionary Housing Ordinance and Fee
Modification Study Complete 06/2023 11/2023
Fargo, ND Land Development Code Diagnostic and
Alternatives Recommendations Complete 08/2019 05/2021
Goleta, CA Zoning Ordinance and Coastal
Implementation Plan Complete 06/2015 01/2019
Hayward, CA Downtown Specific Plan, Code, and EIR Complete 09/2016 04/2019 Hayward, CA Form-Based Code Complete 06/2018 08/2020
Indio, CA Zoning Code and General Plan Update Complete 03/2020 10/2022 Iowa City, IA South District Form-Based Code Complete 04/2019 08/2020 Kauai County, HI West Kauai’i Community Plan and
Form-Based Code Complete 11/2017 08/2020
Kingman, AZ Citywide Zoning Code Update Complete 07/2019 04/2021 La Quinta, CA Highway 111 Corridor Form-Based
Code In Progress 11/2020 *01/2025
Recent Zoning Code Projects
A list of recent zoning code projects completed by LWC in the past five years is provided below. Additional information about any project listed is available immediately at the City's request.
Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 15 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E Jurisidction Project Description Status Start
Date End Date
Las Vegas, NV Downtown Form Based Code Complete 04/2017 06/2023 Long Beach, CA Zoning Code Audit Complete 05/2019 06/2020 Long Beach, CA Sidewalk Vendor Program Complete 06/2022 05/2023 Long Beach, CA Food Truck Ordinance Complete 05/2021 12/2021 Long Beach, CA ADU and SB 9 Ordinances In Progress 02/2023 *04/2025 Mammoth Lakes, CA Main Lodge Specific Plan In Progress 03/2022 *12/2026 Millbrae, CA Citywide Objective Design Standards
and Zoning Code Amendments In Progress 12/2023 *06/2025 Milpitas, CA Comprehensive Zoning Ordinance and
Zoning Map Update In Progress 02/2023 *Summer 2025
Mountain View, CA
Update R-3 Zoning, Financial Feasibility
Analysis, and Anti-Displacement
Strategy
In Progress 3/2020 *10/2025
Napa, CA Zoning Ordinance Update In Progress 06/2024 *Summer 2026 Oxnard, CA Local Coastal Program (LCP) Update In Progress 02/2024 *07/2027 Palmdale, CA Comprehensive Zoning Code Update Complete 7/2021 05/2023 Park City, UT Land Management Code Amendments Complete 06/2023 02/2024 Piedmont, CA
Multifamily and Mixed Use Objective
Design Standards, Proformas, and
Prototype Plans and Incentives for
Accessory Dwelling Units
Complete 08/2020 09/2023
Portland, MA Comprehensive Sign Code Update Complete 06/2019 11/2020 16 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E Jurisidction Project Description Status Start
Date End Date
Rancho Cucamonga, CA Industrial Zones Update Complete 12/2020 07/2021 Rancho Cucamonga, CA Etiwanda Heights Neighborhood and
Conservation Plan Complete 2015 2019
Rancho Cucamonga, CA Comprehensive Development Code
Update and Objective Design Standards Complete 12/2019 04/2022 Riyadh, Saudi Arabia Form-Based Code Framework and
Update Strategy Complete 03/2019 04/2021
Saratoga, CA Objective Design Standards Complete 09/2022 10/2023 Seal Beach, CA Objective Design Standards and Zoning
Code Amendments Complete 03/2022 05/2024
Sonoma, CA Sign Code Update Complete 02/2023 03/2025
South San Francisco, CA Citywide Code Update and Form-Based Code Complete 05/2019 10/2022
St. Helena, CA Zoning Code Update Complete 08/2019 10/2023 Tehachapi, CA Oak Tree Village Specific Plan Complete 01/2016 05/2020 Thousand Oaks, CA Comprehensive Development Code
Update and Rezoning Program In Progress 08/2024 *Summer 2026 Vacaville, CA Land Use and Development Code Audit
and Update Complete 03/2019 08/2022
West Sacramento, CA Zoning Modernization Project Complete 01/2016 05/2019 Woodland, CA Comprehensive Zoning Update Complete 08/2019 05/2024 * Expected End Date
Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 17 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E arising from the project, and coordinate upcoming
deliverables or engagement activities. LWC prepare
agendas and provide summaries of each meeting.
4. Data Request. LWC will prepare a list of data needs
for City staff prior to the kick-off meeting, including for example, maps, GIS data, uncodified ordinances,
process flow charts, a list of technical zoning issues or interpretations, and representative projects for use in reviewing how specific standards are applied.
5. Public Outreach Program. LWC will prepare a
Public Outreach Program Memo in collaboration with
City staff and relevant departments to ensure that a
comprehensive view of the process is communicated
to the public. The Program will provide opportunities
for broad participation from community stakeholders,
decision makers, members of the public, and City
staff to engage in the project as regulations are being formulated. The Memo will include approaches that
seek to provide substantive and inclusive engagement,
clarify community values, and collect meaningful data
and qualitative input about priorities and desires for
land uses, urban form, and entitlement procedures.
The Memo will outline all workshops, events, study
sessions, adoption hearings, website/social media
content, and roles and responsibilities.
The Memo will also outline a branding strategy to use
for the website, project material, and other marketing
efforts.
Based on City staff's review of an Administrative
Draft Public Engagement Strategy Memo, LWC will
prepare a final Memo.
6. Workshops. LWC will organize, prepare for, and
host five in-person public workshops to engage key
stakeholder group meetings (community groups,
neighborhood groups, design professionals, etc.). The
purpose of the workshops is to educate the public,
discuss best practices, solicit input on proposed content, and provide feedback loops. LWC will prepare an
agenda, PowerPoint presentation, and summary notes
This proposed Scope of Work describes a work plan
for the comprehensive update of the City of Santa
Fe Springs Comprehensive Zoning Code (Chapter
155 of Title 15). The Scope of Work is based on
LWC’s understanding of the City’s expectations and
experience with similar projects. LWC will revise the
Scope of Work and budget as necessary to meet the
City’s expectations or to address changes in the City’s objectives.
A. Project Initiation and Analysis
1. Kick-off Meeting. LWC will attend an inperson kick-off meeting with City staff, including representatives from key City departments, to refine
the scope of services, discuss interdepartmental
collaboration, and agree on an action plan. The action
plan will outline regular progress check-ins with City
staff and involve input from various departments, as
needed, to ensure all relevant stakeholders are aligned throughout the process.
As part of the kick-off meeting, LWC recommends that
the team tours the City with staff to discuss the built environment, become more familiar with development
resulting from implementation of current regulations,
and to look for opportunities for improvement.
2. Action Plan and Project Timeline. LWC will
prepare an action plan with phases of work and a
schedule to accomplish the action plan that identifies
minor milestones, including regular meeting dates
with staff, work product review deadlines, and major
milestones, including the public outreach program
(Task B). The City anticipates the update will take
approximately 24 months. LWC will be available
to work with City staff continuously throughout the
duration of the project.
3. Regular Calls with Staff. LWC will hold monthly
project management meetings (virtual) with City staff
to ensure a shared understanding of project progress
and ongoing coordination. LWC will provide updates
on deliverables and milestones, discuss questions
D. Proposed Statement of Work
18 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E for the events, as well as posters, handouts, flyers, or other materials as needed and for use on the City’s
website and social media accounts. The City will be
responsible for locating spaces and posting/sending
invitations.
LWC will work with City staff to finalize the approach
to the community events and anticipates covering the
following topics:
• Project Kickoff and Goals
• Assessment and Opportunities
• Recommendations and Best Practices
• Public Draft Zoning Code Release
7. City Council and Planning Commission
Meetings. LWC will prepare for and attend two inperson joint meetings with the City Council and Planning Commission, two in-person City Council
study sessions, and quarterly updates to the City
Council on key code sections. LWC will virtually
attend the quarterly updates.
8. Public Outreach Summary Report. LWC will
compile the summaries of each engagement event
and prepare a Public Outreach Summary Report that
compiles and assesses the comments and data gathered
from the community meetings for appropriate phases
of the project. LWC and staff will discuss how to
implement comments from workshops and public
meetings. This input will inform and drive the direction of the update.
9. Website and Social Media Materials. LWC will
prepare materials, including simplified timelines,
project updates, meeting summaries, and photos/
graphics for posting on the City’s website and social
media to inform and educate community members
about the Zoning Code Update.
Meetings
• Kick-off meeting
• Regular staff calls (24)
• 5 workshops
• 2 joint City Council and Planning Commission
meetings
• 2 City Council study sessions
• Quarterly updates to the City Council (6
meetings)
Deliverables
• Action Plan/Timeline
• Kick-off meeting agenda and summary notes
(Word, PDF)
• Staff call agendas and summary notes (Word,
PDF, email)
• Data request (Word, PDF)
• Public Engagement Program Memo (Word,
PDF; draft and final)
• Workshop, meeting, and study session
presentations and supplemental engagement
materials (Word, PPT, PDF; draft and final)
• Digital engagement materials (JPG, PDF)
• Public Outreach Summary Report (PDF, draft
and final)
B. Assessment
1. Evaluation of Zoning Code. In collaboration with
City staff, LWC will review and evaluate the current
Zoning Code (Chapter 155 of Title 15) including
all pending and recently approved ordinances to
determine the revisions necessary. Recent changes to
the zoning code may not need updating.
2. Review of Application Process, Submittal
Requirements, Staff Reports, and Planning
Commission Hearings. LWC will review project
submittal requirements, a small sample of complex
staff reports, review findings, variances, design
review criteria, etc., and review records of Planning
Commission hearings to become familiar with the
implementation of the Zoning Code and review and
approval process.
3. Research Zoning Codes from Other Cities. Based
on LWC’s evaluation and review above and input from
staff, LWC will study and provide examples of Zoning
Codes from other cities to assist in identifying the best and most common practices for specific topic areas.
LWC anticipates 3 or 4 topic areas.
4. Evaluation of the General Plan. LWC will review
and evaluate the current General Plan and all Elements
Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 19 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E to ensure that the Zoning Code updates are consistent
with the current General Plan. Any necessary General
Plan amendments will be flagged and draft language
will be provided as a deliverable in the final documents.
5. Evaluation of other Specific Plans and
Guidelines. The consultant will review and evaluate
existing Zoning Code chapters that reference Specific
Plans and Guidelines (specifically the Waste Disposal
Incorporated Specific Plan, Freeway Overlay Zone,
Landscaping Guidelines, and Signage Guidelines),
and make recommendations to determine if changes
are necessary as part of the Zoning Code update.
6. Legal Consistency. LWC will perform a legal
consistency review to identify any inconsistencies
between the City’s existing regulations and State and
Federal law (as in effect at the time of the analysis).
7. Assessment and Recommendations Memo. LWC
will summarize the results of the assessment in an
Assessment and Recommendation Memo. LWC will
prepare an Administrative Draft Assessment and
Recommendations Memo for City review
8. Staff Review Meeting. LWC will participate in a
virtual working meeting with City staff to review and
discuss the findings from the Administrative Draft
Assessment and Recommendations Memo. Based on
City staff's review of an Administrative Draft Memo,
LWC will prepare a final Memo.
Deliverables
• Assessment and Recommendations Memo (Word,
PDF; draft and final)
C. Environmental Review
EPD will prepare an Addendum to the certified
General Plan and Targeted Zoning Code Update
Final Environmental Impact Report (EIR)
(SCH#2021050193) to ensure compliance with the
California Environmental Quality Act (CEQA). An
Addendum is appropriate when proposed changes,
such as updates to zoning policies and development
standards, do not introduce new or more severe
environmental impacts beyond those analyzed in the
certified EIR.
Before beginning work on the Addendum, EPD will
conduct a thorough review of all relevant existing
documents, including the certified EIR and supporting
technical analyses. This review will inform the
development of a detailed Project Description that
outlines the scope of the zoning code updates. The
Project Description will include changes to land use
categories, development standards, and policies, as
well as implementation timelines and any infrastructure requirements. Maps and visual aids will be prepared
to clearly depict the geographic and contextual scope
of the updates. The Consultant Team will collaborate
closely with City staff to ensure the Project Description aligns with the City’s goals and the assumptions in the original EIR.
Using the certified EIR as a baseline, EPD will
evaluate whether the proposed changes affect key
environmental resource areas, including air quality,
greenhouse gas emissions, noise, biological resources,
land use, transportation, and cultural resources. The
Addendum will focus only on areas impacted by the
proposed updates, documenting where the existing
EIR analysis remains sufficient and confirming that no
new mitigation measures are necessary unless new or
previously unanalyzed impacts arise. EPD will prepare
the Addendum in accordance with CEQA Guidelines
Section 15164, demonstrating that the zoning code
updates are within the scope of the original EIR and
do not require a Supplemental or Subsequent EIR.
The Addendum will include a summary of findings, a
focused analysis of any relevant impacts, and a clear
explanation of why additional environmental review
is unnecessary.
EPD will have staff in attendance at two public hearings for the zoning update to provide support and address
any questions related to the environmental review
process. While public circulation is not required for an Addendum, EPD will assist the team with preparing
materials for public meetings and hearings as needed.
This includes ensuring that the Addendum is clear,
user-friendly, and accessible, providing decisionmakers, including the City Council and Planning Commission, with the information they need to make
an informed decision.
20 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E If the project is approved, EPD will assist the City
in preparing and filing the Notice of Determination
(NOD) in accordance with CEQA requirements. Filing
the NOD will establish the project’s approval date and
initiate the applicable statute of limitations for legal challenges, ensuring CEQA compliance is formally
documented.
Throughout the process, the Consultant Team will
maintain close coordination with City staff to ensure
the Addendum is delivered efficiently and aligns with
the City’s timeline and objectives. This streamlined
environmental review will provide a clear and
defensible CEQA pathway, supporting the City’s
Comprehensive Zoning Code Update while facilitating
informed decision-making.
D. Coordination with Concurrent
Specific Plan Project
LWC will coordinate with the City’s team (to be
selected) for the Town Center Telegraph Corridor
Specific Plan. LWC will participate in two virtual
meetings with the Town Center Telegraph Corridor
Specific Plan team to discuss project approaches
and alignment of the two projects. Conducting joint
outreach engagements, which could include meetings
in an open house format, may be successful in
increasing outreach for both projects. LWC assumes
joint outreach would occur with the meetings already
identified in this scope of work.
LWC anticipates that project alignment may include
LWC reserving logical locations in the updated Zoning
Code for future zones as necessary for implementation
of the Town Center Telegraph Corridor Specific
Plan. LWC does not assume preparation of new
zoning districts to implement the future Town Center
Telegraph Corridor Specific Plan.
E. Recommendations
1. Table of Contents and Style Guide. LWC will
propose a structure and organization of the Zoning Code to facilitate usability and clarity. LWC will prepare an annotated Table of Contents that describes the purpose
and intent of chapters, sections, and subsections.
Where appropriate, the Table of Contents will list
existing Ordinance chapters and sections to establish
a trail between the two documents indicating where
chapters and sections from the current Ordinance are to be relocated and the anticipated degree of change (i.e., carried forward with or without changes) and which
chapters or sections (if any) of the current Ordinance
will not be carried forward or replaced entirely.
LWC will also prepare a preliminary Style Guide
focusing on page layout, cross-references, terminology, fonts, graphics, charts, maps, etc. to create a Zoning
Code that is organized and easy-to-use. Based on City
staff's review of the Administrative Draft Table of
Contents and Style Guide, LWC will prepare a final
Table of Contents and Style Guide.
2. Administrative Draft Zoning Code. Using
the public outreach and the Assessment and
Recommendations Memo (Task B), LWC will
prepare an Administrative Draft Zoning Code. LWC
anticipates completing the following work as part of
the Administrative Draft Zoning Code. Throughout
the process of working on the Administrative Draft,
LWC will continue to check-in with City staff on
regular calls and discuss topics or issues as they arise. • Zones. LWC will update the base and overlay
zones, consolidating, modifying, and/or creating
new districts where appropriate to implement
the General Plan land use designations and
address issues and recommendations identified
in Task B. Each Zone will contain a complete
set of development regulations pertaining to the
applicable zone provided in a user-friendly table
format with supporting graphics and diagrams.
• Use Regulations. LWC will review and update the
land use regulations, including emphasis on the
following:
⸰ Land Use Definitions. A complete list of updated
definitions of land uses regulated by the Zoning
Code. Land uses will be defined through a clearly
articulated and modern use classification system
using best practices that reflects contemporary
land uses and groups them based on common
functional, product, or physical characteristics.
Use groups will be broad enough to allow the
classification of any new unanticipated uses.
Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 21 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E ⸰ Zoning District Use Regulations. Land use
regulations by zoning district, clearly indicating in
tables which uses are permitted and what type of
approval is required for each use. Permitted land
uses will be consistent with the corresponding
General Plan land use designation and adaptable
to contemporary trends in land use.
⸰ Standards for Specific Uses. Supplemental
standards for uses that warrant special
consideration such as accessory dwelling units,
home occupations, live/work units, or temporary
uses.
• Citywide Standards. LWC will analyze current
standards that apply in some or all zoning
districts and prepare new or revised standards
addressing issues identified in the Assessment
and Recommendation Memo and through public
engagement efforts and City staff input. Topics
are anticipated to include, but are not limited to:
landscaping, parking, lighting, and wall and fences.
LWC assumes objective design standards are being
addressed separately and no additional objective
design standards work is required.
• Sign Standards. LWC will prepare revised sign
regulations that include regulations for specific
sign types, limitations on the amount of signage,
graphics, and sign review procedures. LWC
assumes minimal revisions necessary for contentneutral compliance consistent with the US Supreme Court’s 2015 decision in Reed v. Town of Gilbert.
• Administration and Permit Procedures. LWC
will update administration and permit procedures,
consisting of the following:
⸰ Administration and Procedures. Provisions for
administration and amendments to the Zoning
Code and Zoning Map, and procedures that are
common to the application and processing of a
variety of different permits and approvals, such as
noticing and hearing requirements.
⸰ Land Use and Development Permits. Procedures
for all zoning decisions, from ministerial
approvals (such as zoning certification) to more
technical and substantive discretionary approvals,
including conditional use permits and variances.
⸰ Enforcement. Provisions for the enforcement of
the Zoning Code.
⸰ Nonconforming Provisions. Procedures and
requirements for nonconforming uses, buildings,
and structures.
• Definitions. LWC will update definitions and
methods of measurement, adding new definitions
or measurements as appropriate. (This is in addition
to Land Use definitions above.)
3. Administrative Draft Review Meetings. LWC
will participate in up to three virtual working meetings with City staff to review and discuss staff input on the Administrative Draft. LWC assumes staff will deliver
one set of consolidated non-conflicting comments on
the Administrative Draft.
4. Public Review Draft Zoning Code. LWC will
review all City comments on the Administrative Draft
Zoning Code and will prepare a Public Review Draft
Zoning Code to be available for public review. LWC
will work collaboratively to appropriately address all
City comments on the Administrative Draft in order
to submit a complete and high-quality Public Review
Draft.
5. General Plan Amendments. LWC will provide
draft General Plan amendments language, if necessary,
based on feedback from City staff and the draft Zoning
Code. Any LWC draft General Plan amendment
language is assumed to be minimal, and the scope
of any General Plan amendments will be agreed
upon by LWC and the City after the Assessment and
Recommendations Memo is completed and based on
budget available.
6. List of Implementation Measures. LWC will
prepare a list of implementation measures that
require follow-up, such as GIS layers that may have
changed through the code update, updates to the City’s
Community Development webpage, public handouts,
etc.
22 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E
7. Public Hearings and Final Documents.
• Hearings. LWC will prepare a Public Hearing
Draft Zoning Code based on City’s direction and
public comments received on the Public Review
Draft Zoning Code. LWC will attend one Planning
Commission and one City Council public hearings
to present and respond to questions for the adoption
of the updated Zoning Code. LWC’s presentations
will focus on the key proposed improvements
and changes to the Zoning Code, clarifying how
existing standards and procedures would be altered,
and the rationale supporting the amendments. LWC
will prepare staff reports, ordinances, resolutions,
and PowerPoint presentations (draft and final) for
the public hearings.
• Final Documents. Based on City Council action
and final text changes provided by City staff, LWC
will prepare the final Zoning Code as both Microsoft
Word and PDF files.
8. Staff Training and How to Use the Code. LWC
will prepare two training sessions for City staff to
provide them with an overview of the new Zoning
Code’s updated structure and content, review new
standards and explain new or updated administrative
procedures. Each training will consist of an
approximately 90-minute workshop with City staff
via an online video conference platform. Training
sessions will include materials to help staff understand the new Zoning Code and how to utilize the code
in project review. These materials could be used by
future employees.
Meetings
• Staff review meetings (3) with City staff (Virtual)
• Planning Commission (1) and City Council
Hearings (1)
• Staff training sessions (2)
Deliverables
• Table of Contents (Excel, PDF; draft and final)
• Style Guide (Word; draft and final)
• Administrative Draft Zoning Code (1 digital
copy, Word)
• Public Review Draft Zoning Code (1 digital
copy, Word strikeout, 1 digital copy Word 'clean')
• Final Zoning Code (1 digital copy, Word)
• General Plan Amendments (TBD)
• List of Implementation Measures (Word)
• Staff training materials
F. Deliverables
The following are included as deliverables in the
Scope of Work.
1. Timeline with Milestones (Task A.2)
2. Detailed Public Outreach Program and Response
to Comments (Task A.5)
3. Marketing (Task A.5, A.9)
4. Materials (Task A)
5. Training Materials (Task E.8)
6. CEQA Compliance (Task C)
7. Accompanying Documents (Task E)
8. Draft and Final Documents (Task C and E)
9. Financial Reporting. LWC will be responsible for
ensuring that all deliverables, including public
outreach, environmental review, and the final
Zoning Code Update, are completed within the
City’s project budget. LWC will provide monthly
invoices that track progress against the allocated
financial resources.
G. Optional Task
• Stakeholder Interviews. LWC will conduct
30-minute, one-on-one or small group interviews
(targeting up to 20 individuals) with a diverse
range of civic leaders, elected officials, codeusers, property and business owners and operators, real estate professionals, architects, developers,
special interest groups, and others with interest in
or familiarity with the City’s regulatory framework
and built environment. Interviews will be conducted
via phone call or virtual (e.g., Zoom) meeting. The
issues identified by stakeholders will be classified
and sorted by common themes and summarized in
a memo.
Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 23 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E • Online Feedback Form. Working with the City,
LWC will prepare an online questionnaire asking
questions informing the preparation of the draft
zoning code update or to solicit feedback on the
draft zoning code update. LWC will upload and
host the questionnaire on the online Survey Monkey
platform. The questionnaire will not exceed 20
closed-ended questions, and will be designed to
gain the most targeted information possible without
overburdening respondents. The questionnaire will
end with an open-ended question (e.g., “Do you
have anything else to add?”) followed by space to
provide a narrative response. The questionnaire is
anticipated to be “live” for at least two weeks in
order to provide sufficient awareness and access for
the community to participate.
LWC assumes City staff will advertise and promote
the questionnaire and ensure that all community
members (i.e., those that may not have access to
a personal computer or electronic device) are also
able to access the questionnaire. The City will
provide any and all language translations of the
online questionnaire and translations of non-English
responses to the questionnaire.
LWC will analyze the questionnaire responses and
report on the results. The analysis will be delivered
to the City via a Questionnaire Responses Summary.
• Zoning Map/GIS. LWC will compare the existing
and proposed zoning in GIS and produce a map
and associated data documenting existing zoning,
General Plan land use, and proposed zoning, to review
with staff. The purpose of this task is to understand
and confirm the potential zoning map changes based
on the General Plan, as well as identify unexpected
conflicts. Based on this work, LWC will prepare an
Administrative Draft, Screencheck Draft, and Public
Review Draft Zoning Maps for staff review. LWC
will provide relevant Zoning Map data as shapefiles
in GIS and an Excel spreadsheet listing parcels that
will get rezoned.
• Application Forms and Handouts. LWC will
review existing City application forms and handouts
and provide staff with recommendations for updates
in a memo format. LWC will update forms and
handouts as directed by staff. LWC will prepare an
Administrative Draft of each new form or handout.
Based on comments from City staff and City Clerk,
LWC will prepare final forms/handouts.
24 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E As the President and CEO, I attest that Lisa Wise Consulting, Inc. has no financial, business, or other relationship with the City that may impact the selection process or create a real or perceived conflict of interest.
Lisa Wise, AICP
President, CEO
Lisa Wise Consulting, Inc.
E. Conflict of Interest Statement
Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 25 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E F. Cost Proposal
Assumptions
Based on the tasks identified in the Scope of Work,
LWC is pleased to offer the following cost estimate for the City of Santa Fe Springs Zoning Code Update. We
have budgeted for all of the tasks with a level of effort that we believe is necessary to meet the City’s project objectives and achieve an overall consensus among
stakeholders and decision makers.
We are confident that we can complete the project
according to the proposed Scope of Work and
Budget, but we remain flexible and willing to discuss
refinements with City staff to understand how they
could be altered to better fit the City’s needs or
constraints.
This proposal is based on the following assumptions:
• All deliverables will be provided in electronic format unless specified as hard copy with an associated
number of copies.
• City staff will provide comments on draft materials
as a single set of consolidated, non-conflicting,
and actionable comments. The City’s comments
will include comments from the City Attorney as
appropriate as determined City staff. City Attorney
comments will be compiled with City staff comments
when provided.
• City staff will prepare staff reports, resolutions, and notices for Planning Commission and City Council
meetings.
• City staff will conduct all noticing as required by State law and provide any translations or interpretation
services.
• The City is responsible for identifying stakeholders
and stakeholder groups, scheduling and securing
locations for workshops, study sessions and/or
public hearings, and sending invitations.
• GIS data provided will be complete and accurate.
LWC will not be responsible for creating or recreating GIS data unless otherwise specified in this scope of work.
• City GIS data includes parcel-level General Plan
designations and zoning classifications, including
all zoning overlays.
• The proposal acknowledges laws and statutes
enacted at the time of its writing. The parties will
agree on amendments to the scope of services and
budget that may become necessary if any changes
occur to applicable rulings and create requirements
that were unexpected at the time of the execution of
this proposal.
• Budget for optional tasks dependent on finalized
scope to be determined at time of contract
negotiations. Budget is affected by finalized scope of
work, additional analysis requests, number of public
meetings, number of hearings, number and timing of
deliverables, number of staff meetings, and level of
CEQA review and specialized studies.
26 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 27 City of Santa Fe Springs - Comprehensive Zoning Code Update Prepared by Lisa Wise Consulting, Inc
December 19, 2024
Hours Fee Hours Fee Hours Fee Hours Fee Hours Fee Hours Fee Hours Fee Hours Fee Hours Fee Hours Fee Hours Fee Hours Fee Hours Fee Hours Fee TASK A Timeline and Milestones
1 Kick-off Meeting 2 $ 598 14 $ 3,640 16 $ 3,440 4 $ 720 - $ 24 - $ 3,960 60 $ 12,358 - $ - - $ - - $ - - $ - - $ - - $ - 12,358 60 $ 2 Action Plan and Project Timeline - $ - 4 $ 1,040 8 $ 1,720 4 $ 720 - $ 16 - $ 2,640 32 $ 6,120 - $ - - $ - - $ - - $ - - $ - - $ - 6,120 32 $ 3 Regular Calls with Staff (24) 2 $ 598 24 $ 6,240 48 $ 10,320 - $ - - $ 36 - $ 5,940 110 $ 23,098 - $ - - $ - - $ - - $ - - $ - - $ - 23,098 110 $ 4 Data Request - $ - 2 $ 520 2 $ 430 8 $ 1,440 4 $ 720 8 $ 1,320 24 $ 4,430 - $ - - $ - - $ - - $ - - $ - - $ - 4,430 24 $ 5 Public Outreach Program - $ - 8 $ 2,080 6 $ 1,290 8 $ 1,440 - $ 20 - $ 3,300 42 $ 8,110 - $ - - $ - - $ - - $ - - $ - - $ - 8,110 42 $ 6 Workshops (5) - $ 60 - $ 15,600 80 $ 17,200 60 $ 10,800 - $ 120 - $ 19,800 320 $ 63,400 - $ - - $ - - $ - - $ - - $ - - $ - 63,400 320 $ 7 City Council and Planning Commission Meetings - $ 40 - $ 10,400 80 $ 17,200 40 $ 7,200 - $ 100 - $ 16,500 260 $ 51,300 - $ - - $ - - $ - - $ - - $ - - $ - 51,300 260 $ 8 Public Outreach Summary Report - $ - 4 $ 1,040 16 $ 3,440 8 $ 1,440 - $ 32 - $ 5,280 60 $ 11,200 - $ - - $ - - $ - - $ - - $ - - $ - 11,200 60 $ 9 Website and Social Media Materials - $ - 4 $ 1,040 12 $ 2,580 16 $ 2,880 - $ 20 - $ 3,300 52 $ 9,800 - $ - - $ - - $ - - $ - - $ - - $ - 9,800 52 $ SUBTOTAL - TASK A 4 $ 1,196 160 $ 41,600 268 $ 57,620 148 $ 26,640 4 $ 720 376 $ 62,040 960 $ 189,816 - $ - - $ - - $ - - $ - - $ - - $ - 189,816 960 $ TASK B Assessment
1 Evaluation of Zoning Code - $ - 2 $ 520 4 $ 860 8 $ 1,440 - $ 16 - $ 2,640 30 $ 5,460 - $ - - $ - - $ - - $ - - $ - - $ - 5,460 30 $ 2 Review of Application Process, Submittal Requirements, Staff Reports, and Planning Commission Hearings - $ - 4 $ 1,040 8 $ 1,720 8 $ 1,440 - $ 12 - $ 1,980 32 $ 6,180 - $ - - $ - - $ - - $ - - $ - - $ - 6,180 32 $ 3 Research Zoning Codes from Other Cities 1 $ 299 4 $ 1,040 8 $ 1,720 8 $ 1,440 - $ 12 - $ 1,980 33 $ 6,479 - $ - - $ - - $ - - $ - - $ - - $ - 6,479 33 $ 4 Evaluation of the General Plan - $ - 6 $ 1,560 16 $ 3,440 24 $ 4,320 - $ 32 - $ 5,280 78 $ 14,600 - $ - - $ - - $ - - $ - - $ - - $ - 14,600 78 $ 5 Evaluation of other Specific Plans and Guidelines - $ - 6 $ 1,560 8 $ 1,720 12 $ 2,160 2 $ 360 24 $ 3,960 52 $ 9,760 - $ - - $ - - $ - - $ - - $ - - $ - 9,760 52 $ 6 Legal Consistency 1 $ 299 6 $ 1,560 16 $ 3,440 20 $ 3,600 - $ 12 - $ 1,980 55 $ 10,879 - $ - - $ - - $ - - $ - - $ - - $ - 10,879 55 $ 7 Assessment and Recommendations Memo 2 $ 598 8 $ 2,080 12 $ 2,580 8 $ 1,440 2 $ 360 24 $ 3,960 56 $ 11,018 - $ - - $ - - $ - - $ - - $ - - $ - 11,018 56 $ 8 Staff Review Meeting - $ - 2 $ 520 4 $ 860 8 $ 1,440 - $ - 8 $ 1,320 22 $ 4,140 - $ - - $ - - $ - - $ - - $ - - $ - 4,140 22 $ SUBTOTAL - TASK B 4 $ 1,196 38 $ 9,880 76 $ 15,480 96 $ 17,280 4 $ 720 140 $ 23,100 358 $ 68,516 - $ - - $ - - $ - - $ - - $ - - $ - 68,516 358 $ TASK C Environmental Review
1 CEQA Kick Off - $ - 1 $ 260 4 $ 860 - $ - - $ - 2 $ 330 7 $ 1,450 2 $ 600 2 $ 470 2 $ 400 2 $ 330 - $ - 1,800 8 $ 3,250 15 $ 2 Review of Existing Documents - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - 1,600 8 $ 20 $ 3,300 - $ 28 - $ 4,900 4,900 28 $ 3 Administrative Draft Addendum - $ - 1 $ 260 4 $ 860 - $ - - $ - 4 $ 660 9 $ 1,780 2,400 8 $ - $ 24 - $ 4,800 15,840 96 $ 1,200 8 $ 136 $ 24,240 26,020 145 $ 4 Revised Administrative Draft Addendum - $ - 1 $ 260 2 $ 430 - $ - - $ - 2 $ 330 5 $ 1,020 1,200 4 $ - $ - 1,600 8 $ 32 $ 5,280 4 $ 600 48 $ 8,680 9,700 53 $ 5 Screencheck Draft Addendun - $ - - $ 2 - $ 430 - $ - - $ - 1 $ 165 3 $ 595 2 $ 598 - $ - 1,720 8 $ 1,440 8 $ 2 $ 360 20 $ 4,118 4,713 23 $ 6 Final Draft Addendum - $ - - $ 1 - $ 215 - $ - - $ - 1 $ 165 2 $ 380 1 $ 299 - $ - 2 $ 430 2 $ 360 1 $ 180 1,269 6 $ 1,649 8 $ 7 Notice of Determination - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - 2 $ 430 1,440 8 $ 2 $ 360 12 $ 2,230 2,230 12 $ 8 CEQA Project Management - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - 1,290 6 $ 24 $ 4,320 - $ 30 - $ 5,610 5,610 30 $ SUBTOTAL - TASK C - $ - 3 $ 780 13 $ 2,795 - $ - - $ 10 - $ 1,650 26 $ 5,225 5,097 17 $ 2 $ 470 12,270 60 $ 192 $ 32,310 2,700 17 $ 288 $ 52,847 58,072 314 $ TASK D Coordination with Concurrent Specific Plan Project 1 Coordination with Concurrent Specific Plan Project 2 $ 598 8 $ 2,080 12 $ 2,580 8 $ 1,440 - $ - 4 $ 660 34 $ 7,358 - $ - - $ - - $ - - $ - - $ - - $ - 7,358 34 $ SUBTOTAL - TASK D 2 $ 598 8 $ 2,080 12 $ 2,580 8 $ 1,440 - $ - 4 $ 660 34 $ 7,358 - $ - - $ - - $ - - $ - - $ - - $ - 7,358 34 $ TASK E Recommendations
1 Table of Contents and Style Guide - $ - 8 $ 2,080 16 $ 3,440 8 $ 1,440 - $ 40 - $ 6,600 72 $ 13,560 - $ - - $ - - $ - - $ - - $ - - $ - 13,560 72 $ 2 Administrative Draft Zoning Code 8 $ 2,392 100 $ 26,000 100 $ 21,500 140 $ 25,200 - $ 320 - $ 52,800 668 $ 127,892 - $ - - $ - - $ - - $ - - $ - - $ - 127,892 668 $ 3 Administrative Draft Review Meetings (3) 3 $ 897 3 $ 780 3 $ 645 3 $ 540 - $ - 3 $ 495 15 $ 3,357 - $ - - $ - - $ - - $ - - $ - - $ - 3,357 15 $ 4 Public Review Draft Zoning Code 2 $ 598 32 $ 8,320 48 $ 10,320 60 $ 10,800 - $ 120 - $ 19,800 262 $ 49,838 - $ - - $ - - $ - - $ - - $ - - $ - 49,838 262 $ 5 General Plan Amendments - $ - 8 $ 2,080 16 $ 3,440 16 $ 2,880 - $ 20 - $ 3,300 60 $ 11,700 - $ - - $ - - $ - - $ - - $ - - $ - 11,700 60 $ 6 List of Implementation Measures - $ - 2 $ 520 6 $ 1,290 8 $ 1,440 - $ 10 - $ 1,650 26 $ 4,900 - $ - - $ - - $ - - $ - - $ - - $ - 4,900 26 $ 7 Public Hearings (2) and Final Documents 2 $ 598 40 $ 10,400 40 $ 8,600 64 $ 11,520 - $ 100 - $ 16,500 246 $ 47,618 - $ - - $ - - $ - - $ - - $ - - $ - 47,618 246 $ 8 Staff Training and How to Use the Code - $ - 8 $ 2,080 12 $ 2,580 8 $ 1,440 - $ 16 - $ 2,640 44 $ 8,740 - $ - - $ - - $ - - $ - - $ - - $ - 8,740 44 $ SUBTOTAL - TASK E 15 $ 4,485 201 $ 52,260 241 $ 51,815 307 $ 55,260 - $ 629 - $ 103,785 1,393 $ 267,605 - $ - - $ - - $ - - $ - - $ - - $ - 267,605 1,393 $ TASK F Deliverables
1 Financial Reporting 4 $ 1,196 4 $ 1,040 24 $ 5,160 - $ - - $ - - $ 32 - $ 7,396 - $ - - $ - - $ - - $ - - $ - - $ - 7,396 32 $ SUBTOTAL - TASK F 4 $ 1,196 4 $ 1,040 24 $ 5,160 - $ - - $ - - $ 32 - $ 7,396 - $ - - $ - - $ - - $ - - $ - - $ - 7,396 32 $ Project Total 8,671 29 $ 414 107,640 $ 634 136,310 $ 559 100,620 $ 8 1,440 $ 1,159 191,235 $ 2,803 545,916 $ 17 5,097 $ 2 470 $ 60 12,270 $ 192 32,310 $ 17 2,700 $ 288 52,847 $ 3,091 598,763 $ Optional Tasks
Stakeholder Interviews 10 $ 2,990 12 $ 3,120 16 $ 3,440 16 $ 2,880 - $ 24 - $ 3,960 78 $ 16,390 - $ - - $ - - $ - - $ - - $ - - $ - 16,390 78 $ Online Feedback Form 4 $ 1,196 12 $ 3,120 32 $ 6,880 16 $ 2,880 20 $ 3,600 40 $ 6,600 124 $ 24,276 - $ - - $ - - $ - - $ - - $ - - $ - 24,276 124 $ Review of Parking Requirements - $ - 2 $ 520 8 $ 1,720 8 $ 1,440 - 8 $ 1,320 26 $ 5,000 1,200 4 $ 3,760 16 $ 34 $ 6,800 40 $ 6,600 - $ 94 - 18,360 $ 23,360 120 $ Zoning Map/GIS 2 $ 598 12 $ 3,120 24 $ 5,160 24 $ 4,320 14,400 80 $ 12 $ 1,980 154 $ 29,578 - $ - - $ - - $ - - $ - - $ - - $ - 29,578 154 $ Application Forms and Handouts 2 $ 598 12 $ 3,120 20 $ 4,300 40 $ 7,200 - $ 80 - $ 13,200 154 $ 28,418 - $ - - $ - - $ - - $ - - $ - - $ - 28,418 154 $ Associate Total Principal Senior Tech Planner
LWC EPD
TOTAL
$165 $150
GIS Specialist
$180
Principal Director Senior Lead Associate
$299 $260 $215 $180 $165 $300 $235 $200
Associate Assistant Technical Editor Total
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E Attachments
RFP 25-8
Comprehensive Zoning Code Update
ATTACHMENT A – References
(COMPLETE AND RETURN WITH YOUR PROPOSAL)
Entity Name
Entity Address
Name of Contact
Telephone Number of Contact
Email of Contact
Project Title
Date of Project
Entity Name
Entity Address
Name of Contact
Telephone Number of Contact
Email of Contact
Project Title
Date of Project
Entity Name
Entity Address
Name of Contact
Telephone Number of Contact
Email of Contact
Project Title
Date of Project
City of Rancho Cucamonga
10500 Civic Center Dr, Rancho Cucamonga, CA 91730
Matthew Burris, AICP
(909) 474-7201
[email protected]
Comprehensive Development Code Update and Objective Design Standards December 2019 - April 2022
City of Beaumont
550 E. 6th St, Beaumont, CA 92223
Carole Kendrick
(951) 572-3237
[email protected]
Comprehensive Zoning Code and Zoning Map Update
November 2023 – July 2025
City of Milpitas
455 E. Calaveras Blvd, Milpitas, CA 95035
Holly Pearson, AICP
(408) 609-0072
[email protected]
Comprehensive Zoning Ordinance and Zoning Map Update
February 2023 – July 2025
28 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E Project Team Resumes
983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 939 S BROADWAY, STE 611, LOS ANGELES, CA 90015 LISAWISECONSULTING.COM
LISA WISE, AICP
President, CEO
As a certified planner, Lisa has over 30 years of experience in code audits and updates, specific plans, housing policy, financial feasibility analysis, and the economic assessment of land use. Lisa is considered a national expert on code reform and is a part time lecturer at California Polytechnic State University in San Luis Obispo, where she leads classes on real estate finance and housing.
Lisa has been directly responsible for a variety of projects that assess land use regulation, develop strategies for code updates, and support more vibrant and resilient communities. These include 80 code audits and updates, 35 economic engagements, 23 specific plans and corridor plans, 40 housing element updates, and inclusionary and employee housing programs. Her work also includes Project Manager of the Code Framework and Code Update in Riyadh (pop. 7 million) as well as a Code Assessment and Comprehensive Code and Map Update in Columbus, OH (pop. 920,000).
Lisa holds a Master’s Degree in Accountancy from the University of De Paul in Chicago and a Master’s in City and Regional Planning from California Polytechnic in San Luis Obispo, CA, where she is adjunct staff and lectures on Real Estate Finance and Housing.
Relevant Project Experience:
• Alameda County, CA | Ashland Cherryland Business District Specific Plan Update and Form-Based Code
• Austin, TX | Land Development Code Update
• Benicia, CA | Mixed-Use Master Plan and Form-Based Code • Columbus, OH | Zoning Code Assessment and Update Strategy • Columbus, OH | Zoning Code and Map Update
• Flagstaff, AZ | Zoning Ordinance Update
• Hayward, CA | Downtown Specific Plan and Form-Based Code • Henderson, NV | Land Use and Development Code Audit and Update • Las Vegas, NV | Downtown Form-Based Code
• Livermore, CA | Development Code Update
• Lompoc, CA | Zoning Code Update
• Malibu, CA | Zoning Code and Local Implementation Plan Update • Mesa, AZ | Form-Based Code and Regulating Plan
• NEOM, Saudi Arabia | Form Based Code Framework
• Oklahoma City, OK | Code Audit and Update Strategy
• Petaluma, CA | SMART Rail Station Areas: TOD Master Plan • Richmond, CA | Livable Corridors Plan and Form-Based Code • Riyadh, Saudi Arabia | Strategic Zoning Framework, Form-Based Code Strategy, and Zoning Code Update
• Soledad, CA | Downtown Specific Plan, Vision, and Form-Based Code • Tehachapi, CA | Zoning Code Update, Housing Element 4th/5th Cycle • Vacaville, CA | Land Use and Development Code Audit and Update • Woodland, CA | Comprehensive Zoning Code Update
PAST WORK EXPERIENCE
EDUCATION
CERTIFICATIONS & MEMBERSHIPS
California Polytechnic State University
Adjunct Faculty | San Luis Obispo, CA | 2002 -
Present
Crawford, Multari & Clark Associates
Professional Consultant | San Luis Obispo, CA
2001 – 2006
Governor’s Office of Planning & Research (OPR)
Intern | Sacramento, CA | 1999 – 2000
PricewaterhouseCoopers, LLP
Financial Services Manager | New York, NY
1990 – 1999
California Polytechnic State University
M. of City & Regional Planning | San Luis Obispo, CA
DePaul University
M.S., Accountancy | Chicago, IL
University of Cincinnati
B.S., Business Administration in Marketing & Finance
American Planning Association (APA)
American Institute of Certified Planners (AICP)
California Planning Foundation
Treasurer, 2019 – Present
Dean’s Leadership Council
California Polytechnic State University, College of
Architecture & Environmental Design, 2018 – Present
Congress for the New Urbanism (CNU)
Paul Crawford Award for Excellence in Planning, 2017
Form-Based Code Institute (FBCI)
Chair, 2015 – 2018 | Treasurer, 2014 – 2015
Certified Public Accountant, 1991 – 1999
Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 29 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E 983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 706 SOUTH HILL STREET, STE 1100, LOS ANGELES, CA 90014 LISAWISECONSULTING.COM
PAST WORK EXPERIENCE
Town of Mammoth Lakes, CA
Senior Planner
March 2014 - August 2015
Town of Mammoth Lakes, CA
Associate Planner
December 2007 - February 2014
Town of Mammoth Lakes, CA
Assistant Planner
June 2006 - November 2007
EDUCATION
Indiana University
Bloomington, IN, Master of Business
Administration
University of California, Santa Barbara
B.A., Environmental Studies
B.A., Geography
CERTIFICATIONS & MEMBERSHIPS
American Institute of Certified Planners
2015 - Present
American Planning Association
2013 - Present
Association of Environmental Professionals
2013 - Present
Adjunct Lecturer ‒ California Polytechnic State
University, San Luis Obispo
College of Architecture and Environmental Design
JENNIFER MURILLO, AICP
Director
Jennifer has over 19 years of experience on development code and zoning ordinance updates, specific plans, master plans, housing regulation, short-term rental ordinances, and implementation strategies. Jennifer has consistently led increasingly complex code projects, including code audits and updates in Lompoc, CA, Park City, UT, and Westerville, OH.
Jennifer’s strengths are working with communities to establish a vision, crafting and refining a code that implements the vision, and testing for unintended outcomes and financial feasibility to ensure the code accounts for market realities and local context. Jennifer also has strong public engagement skills and experience grounded in maintaining open lines of communication, raising public awareness, and building relationships aimed at feasible implementation strategies.
She holds a Master of Business Administration from Indiana University and Bachelor of Arts degrees in Environmental Studies and Geography from University of California, Santa Barbara.
Relevant Project Experience:
• Alameda County, CA, 6th Cycle Housing Element Update
• Beaumont, CA, 6th Cycle Housing Element Update, Objective Design Standards, and ADU Ordinance
• Beaumont, CA, Zoning Code Update
• Long Beach, CA, Short Term Rental Housing Program and Regulations • Lompoc, CA, Zoning Code Update
• Mammoth Lakes, CA, Conceptual Land Use Plan, The Parcel • Mammoth Lakes, CA, North Village Specific Plan Amendment • Mammoth Lakes CA, Main Lodge Specific Plan
• Mammoth Lakes, CA, Zoning Code Update
• Marin County, CA, Code Amendments
• Marin County, CA, Objective Design Standards
• Milpitas, CA, Comprehensive Zoning Ordinance Update
• Moraga, CA, Downtown Specific Plan Implementation
• Morgan Hill, CA, Monterey Corridor Form-Based Code
• Park City, UT, Land Management Code Amendments
• Paso Robles, CA, Beechwood Specific Plan
• Pismo Beach, CA, Zoning Code and Coastal Implementation Plan Update • Pleasanton, CA, 6th Cycle Housing Element Update
• Rancho Cucamonga, CA, Pro Forma Development and TDR Strategy for the Etiwanda Heights Neighborhood and Conservation Plan
• Richmond CA, 6th Cycle Housing Element Update, Housing Equity Roadmap • San Gabriel CA, 6th Cycle Housing Element Update, Density Bonus Program, Inclusionary Housing Ordinance and ADU Guidebook
• San Pablo, CA, Priority Development Area Implementation Plan • Santa Maria CA, 6th Cycle Housing Element Update and Market Analysis • Santa Maria CA, HUD, Voluntary Compliance Memo
• Tehachapi, CA, Oak Tree Village Specific Plan
• Westerville, OH, Zoning Code Update
30 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E 983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 939 S BROADWAY, STE 611, LOS ANGELES, CA 90015 LISAWISECONSULTING.COM
STEFANO RICHICHI
Senior Associate
Stefano has over nine years of zoning code, comprehensive plan, affordable housing, and community development experience. He supports the LWC team in comprehensive code review, assessment and strategies to ensure more user-friendly, streamlined, modern development regulations that implement the community’s vision, and simplify the entitlement process. He also ensures that zoning codes are compliant with State and federal law, lead to more predictable development outcomes, and support harmonious transitions between the public and private realm.
Stefano has held increasingly responsible roles on comprehensive zoning code updates in Palmdale CA, Milpitas CA, Riyadh, Saudi Arabia, and Las Vegas NV. He has also overseen the implementation of rezoning programs, accessory dwelling unit ordinances, and other housing policies and programs aimed at accelerating housing production, and providing attractive, affordable housing across a range of incomes.
Stefano has a Bachelor of Arts in Economics and Philosophy from Azusa Pacific University in Azusa, CA and has recently completed the Smart Growth America/ Form-Based Code Institute’s three-course curriculum on form-based codes.
Relevant Project Experience:
• Alameda County, CA | 6th Cycle Housing Element Update • Alameda County, CA | Castro Valley Business District Specific Plan • Beaumont, CA | 6th Cycle Housing Element Update, Objective Design Standards, ADU Ordinance
• Beaumont, CA | Comprehensive Zoning Code Update
• Coachella, CA | 6th Cycle Housing Element Update
• Columbus, OH | Zoning Code Assessment and Update Strategy • Las Vegas, NV | Downtown Form-Based Code
• Lassen County, CA | Comprehensive Economic Development Strategy • Lassen County, CA | Housing Element Update
• Lassen County, CA | Noise Element Update
• Los Altos, CA | 6th Cycle Housing Element Update
• Mammoth Lakes, CA | Mammoth Main Base Redevelopment Project • Milpitas, CA | Comprehensive Zoning Code Update
• Novato, CA | 6th Cycle Housing Element Update
• Palmdale, CA | Zoning Code Update
• Piedmont, CA | 6th Cycle Housing Element Update
• Pleasanton, CA | 6th Cycle Housing Element Update
• Richmond, CA | 6th Cycle Housing Element Update
• Riyadh, Kingdom of Saudi Arabia | Riyadh Urban Code Update • San Gabriel, CA | 6th Cycle Housing Element Update
• Santa Maria, CA | 6th Cycle Housing Element Update
• Seal Beach, CA | 6th Cycle Housing Element Update
• Tehachapi, CA | 6th Cycle Housing Element Update
• Temple City, CA | 6th Cycle Housing Element Update
PAST WORK EXPERIENCE
EDUCATION
CERTIFICATIONS & MEMBERSHIPS
Lassen County, CA
Senior Planner | January 2020 – August 2021
Associate Planner | April 2017 – January 2020
Assistant Planner | May 2015 – April 2017
City of Monterey Park, CA
Economic Development Intern
November 2014 – April 2015
Azusa Pacific University
B.A., Economics (Concentration in Business)
B.A., Philosophy
American Planning Association (APA)
Member, 2021 – Present
Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 31 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E 983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 939 S BROADWAY, STE 611, LOS ANGELES, CA 90015 LISAWISECONSULTING.COM
ETHAN STAN, AICP
Lead Associate
Ethan brings over four years of focused experience in zoning updates, and code audits. His work is marked by strong analytical, organizational, and technical writing skills and attention to detail. As a Lead Associate, he focuses on historical and existing conditions research, supporting community engagement efforts, assessing current zoning regulations relative to planning goals, and working with LWC Project Managers to produce, draft, and refine final material. He also supports the LWC team through strong proficiency with InDesign, Illustrator, SketchUp, ArcGIS, and managing large databases in Excel.
Ethan has contributed to increasingly complex engagements, including the Pismo Beach Zoning Code and Local Coastal Plan Update, Columbus Zoning Code and Map Update, Indio Zoning Code Update, and Las Vegas Downtown Form-Based Code.
Ethan graduated with a Master of City & Regional Planning from California Polytechnic State University in San Luis Obispo. He also holds a B.S. in Conservation & Resources Studies from UC Berkeley.
Relevant Project Experience:
• Alameda County, CA | 6th Cycle Housing Element Update • Beaumont, CA | 6th Cycle Housing Element Update, Objective Design Standards, and ADU Ordinance
• Coachella, CA | 6th Cycle Housing Element Update
• Columbus, OH | Zoning Code Assessment and Update Strategy • Columbus, OH | Zoning Code and Map Update
• Henderson, NV | Development Code Update
• Indio, CA | Zoning Code Update
• Kingman, AZ | Zoning Ordinance Update
• La Quinta, CA | Highway 111 Form-Based Code
• Las Vegas, NV | Downtown Form-Based Code
• Los Altos, CA | 6th Cycle Housing Element Update
• Modesto, CA | Comprehensive Housing Plan, Code Analysis, and ProHousing Policy Recommendations • Morgan Hill, CA | Monterey Corridor Form-Based Code
• Novato, CA | 6th Cycle Housing Element Update
• Park City, UT | Land Management Code Amendments
• Piedmont, CA | 6th Cycle Housing Element Update
• Pismo Beach, CA | Zoning Code/Local Coastal Plan Update • Pleasanton, CA | 6th Cycle Housing Element Update
• Richmond, CA | 6th Cycle Housing Element Update
• San Gabriel, CA | 6th Cycle Housing Element Update
• Santa Maria, CA | 6th Cycle Housing Element Update
• Santa Maria CA | HUD Voluntary Compliance Memo
• Tehachapi, CA | 6th Cycle Housing Element Update
PAST WORK EXPERIENCE
EDUCATION
CERTIFICATIONS & MEMBERSHIPS
California Polytechnic State University
Research Assistant | San Luis Obispo, CA
November 2019 – April 2020
Science Discovery
Environmental Educator | San Luis Obispo, CA
March 2019 – October 2019
Export Japan
Writer, Historic Interpretation | Chūō City, Tokyo
October 2018 – January 2019;
July 2019 – November 2019
California Polytechnic State University
M. of City & Regional Planning | San Luis Obispo, CA
University of California, Berkeley
B.S., Conservation & Resource Studies
Minor in Geographic Information Systems (GIS)
American Institute of Certified Planners (AICP)
2022 – Present
American Planning Association, California Chapter
Young & Emerging Planners Officer, Central Coast
Section | 2019 – 2022
Cal Poly, SLO Graduate Student Representative,
Central Coast Section | 2020 – 2021
California Polytechnic State University
Service Award & Academic Excellence Award,
Department of City & Regional Planning | 2022
32 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E 983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 939 S BROADWAY, STE 611, LOS ANGELES, CA 90015 LISAWISECONSULTING.COM
ABBY WEIZER
Associate
Abby brings over three years of experience in zoning code updates, zoning code diagnosis, and industrial zone analysis and updates, with a focus on resilience, equity, and community design. She supports the LWC team in the research and drafting of existing conditions reports, updating and modernizing zoning codes, as well as the review of zoning codes for consistency and regulatory compliance. She has developed an expertise on AB 98, State requirmnets on standards relating to warehouse design and location, parking, truck loading bays, landscape buffers, entry gates, and singage.
Abby has an intuitive eye for graphics and design. She is adept at portraying attractive block- and building-level illustrations that reflect a community’s vision and the range of development allowed under a code, with a proficiency in Adobe InDesign, Adobe Photoshop, Adobe Illustrator, and SketchUp.
Abby holds a Bachelor of Science degree in City & Regional Planning with minors in Architecture and Real Property Development from California Polytechnic State University, San Luis Obispo.
Relevant Project Experience:
• Beaumont, CA | 6th Cycle Housing Element Update
• Beaumont, CA | Zoning Code Update
• Columbus, OH | Zoning Code Update
• Fresno, CA | Housing Element Implementation
• Khaybar, Saudi Arabia | Khaybar Master Plan & Economic Analysis • Lompoc, CA | Housing Market Analysis
• Long Beach, CA | ADU and SB 9 Ordinances
• Los Altos, CA | 6th Cycle Housing Element Update
• Mammoth Lakes, CA | Main Base Specific Plan
• Milpitas, CA | Comprehensive Zoning Ordinance Update
• Morgan Hill, CA | Monterey Corridor Form-Based Code
• Napa, CA | Comprehensive Zoning Code Update
• Piedmont, CA | 6th Cycle Housing Element Update
• Pleasanton, CA | 6th Cycle Housing Element Update
• Richmond, CA | 6th Cycle Housing Element Update
• Riyadh, Saudi Arabia | Urban Code Update
• San Gabriel, CA | 6th Cycle Housing Element Update
• Saratoga, CA | Objective Design Standards
• Seal Beach, CA | Zoning Code Update
• Seal Beach, CA | 6th Cycle Housing Element Update
• Solano County | Highway Interchange & Economic Development Study • Sonoma, CA | Sign Code Update
• Woodland, CA | Zoning Code Update
• Western Riverside Council of Governments, AB 98 Implementation Support
PAST WORK EXPERIENCE
EDUCATION
MEMBERSHIPS & AWARDS
California Polytechnic State University
Teacher’s Assistant | San Luis Obispo, CA
January 2022 – March 2022
Mintier Harnish
Professional Intern | Sacramento, CA
June 2021 – September 2021
California Polytechnic State University
Research Assistant | San Luis Obispo, CA
March 2021 – June 2021
California Polytechnic State University, SLO
B.S., City & Regional Planning
Minor in Architecture
Minor in Real Property Development
American Planning Association (APA)
Member, 2019 – Present
Emerging New Urbanists
Member, 2023 – Present
M-Group Cal Poly Scholars Fund Award
Cal Poly Scholars Program, 2019 - 2023
Outstanding Student Award for Transportation
2023
Cal Poly Real Estate Competition
2nd Prize, 2022
Associated Students in Planning (ASP)
Member, 2019 – 2023
Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 33 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E www.epdsolutions.com | 3333 Michelson Drive, Suite 500, Irvine, CA 92612 | 949-794-1180 Page 1 of 1 Terrance Smalls
Environmental Principal Planner
REPRESENTATIVE PROJECTS PROFILE
MH/60 REALIGNMENT ENVIRONMENTAL
ASSESSMENT,
Naval Base Coronado, San Diego County
P742 BACHELORS ENLISTED QUARTERS,
Naval Base Coronado, San Diego County
P880 MH60 HANGAR PROJECT,
Naval Base Coronado, San Diego County
ACTIVITY OVERVIEW PLAN P750 VADM,
Naval Base Coronado, San Diego County
MARTIN FITNESS CENTER PROJECT P909
MH60 SIMULATOR FACILITY,
San Diego County
MOJAVE MICRO MILL PROJECT EIR,
Kern County
PELICANS JAW SOLAR PROJECT EIR,
Kern County
GEM HILL QUARRY PROJECT EIR,
Kern County
RECOLOGY BLOSSOM VALLEY ORGANICS
PROJECT EIR,
Kern County
EDWARDS AIR FORCE BASE SOLAR
PROJECT EIR/EIS,
Kern County
WESTSIDE INDUSTRIAL PROJECT EIR,
Kern County
HIGHWAY 46 WAREHOUSE PROJECT EIR,
Kern County
H.M. HOLLOWAY LANDFILL EIR,
Kern County
BORON COMMERCIAL DEVELOPMENT
PROJECT EIR,
Kern County
Terrance Smalls is a seasoned city and urban planning professional with over a decade of experience dedicated to enhancing communities through strategic planning and resource management. With a background in urban planning and extensive experience in environmental assessment and policy formulation, Terrance has been instrumental in guiding large-scale projects towards compliance with regulatory standards while minimizing ecological impact.
He possesses extensive experience in preparing CEQA and NEPA documents, while also overseeing project documentation, implementation and compliance for projects. His strategic vision and collaborative approach have led to the successful implementation of innovative environmental planning strategies, ensuring that development initiatives strike a harmonious balance between economic growth and environmental conservation.
Terrance spent nearly a decade working for the United States Navy’s Naval Facilities Engineering Command (NAVFAC), where he honed his skills in community planning, environmental compliance, and project management.. As a Community Planner, Terrance played a pivotal role in coordinating engineering projects and supporting over 140 tenant commands across multiple sprawling naval installations, both stateside and abroad. His contributions were instrumental in the successful execution of multi-million-dollar construction projects and the development of comprehensive plans to optimize infrastructure utilization.
Terrance’s dedication to excellence was recognized with prestigious awards, including the NAVFAC Excellence Award, underscoring his commitment to delivering innovative solutions and fostering collaboration across diverse stakeholders.
EDUCATION PROFILE
Master of City Planning
Completed coursework in Urban Design, Public Administration and Finance, Statistical Analysis, and Historic Preservation, San Diego State University
Bachelor of Arts, Political Science
Specialized in International Relations and Public Policy University of California
_____________________
TENURE
Environmental Principal Planner, EPD Solutions, Inc., 2024-present Supervising Planner, Kern County, 2017-2024
Community Planner, Naval Facilities Engineering Command, 2007-2016 34 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E www.epdsolutions.com | 3333 Michelson Drive, Suite 500, Irvine, CA 92612 | 949-794-1180 Page 1 of 1 Konstanza Dobreva, JD
Vice President of Environmental Planning
REPRESENTATIVE PROJECTS PROFILE
SEC BLOOMFIELD AND TELEGRAPH
INDSTRIAL PROJECT CEQA
COMPLIANCE AND DESIGN SERVICES,
City of Santa Fe Springs
ROMMANDEL INDUSTRIAL PROJECT,
City of Santa Fe Springs
FLORENCE AVENUE TOWNHOMES
PROJECT,
City of Santa Fe Springs
11729 IMPERIAL HIGHWAY PROJECT,
City of Norwalk
TRANSIT VILLAGES SPECIFIC PLAN
EIR AND TECHNICAL STUDIES,
City of Redlands
WOODLAND HILLS COUNTRY CLUB
COMMERCIAL PROJECT,
Los Angeles County
WEST COAST BASIN BARRIER
PROJECT, UNIT 13,
County of Los Angeles Department of
Public Works
4TH STREET INDUSTRIAL PROJECT,
City of Irwindale
4200 WEST VALLEY INDUSTRIAL
PROJECT CEQA SERVICES,
City of Pomona
DON JULIAN ROAD INDUSTRIAL
PROJECT,
City of Industry
NORCO HOUSING ELEMENT UPDATE,
City of Norco
TUSTIN HOUSING ELEMENT UPDATE,
City of Tustin
Konnie’s more than 25 years of public and private sector planning and legal experience have made her an expert in entitlements, environmental and policy planning, a keen analyst and an effective writer of environmental documents. She has managed and prepared environmental documents for a diverse range of projects and clients: smallscale residential and large planned communities, commercial office, industrial, mixeduse, and schools. In law school, Konnie specialized in alternative dispute resolution.
She clerked for two private law firms and the Thousand Oaks City Attorney’s Office.
She was also a full-time extern for the Honorable Warren J. Ferguson, 9th Circuit Court of Appeals. Konnie has been a planner with the City of Lake Forest and a planning consultant for the cities of Irvine, Anaheim, and Rancho Santa Margarita. Her duties included project management, evaluating development proposals, presenting staff reports and resolutions before the Zoning Administrator and Planning Commission, evaluating grading and building plans, and environmental review and documentation.
Konnie’s diverse planning and legal experience provides her with a unique understanding of planning and zoning law, and the California Environmental Quality Act (CEQA). She is a frequent lecturer on CEQA for the Association of Environmental Professionals (AEP) Advanced CEQA Workshop and CEQA Basics Workshop, which provides training to many of the area developers, agency planners and attorneys.
EDUCATION PROFILE
Juris Doctor
Pepperdine University School of Law
Bachelor of Arts, cum laude, Environmental Analysis & Design, Minor in Urban & Regional Planning
University of California, Irvine
Certificate in Alternative Dispute Resolution
Straus Institute
_____________________
PROFESSIONAL AFFILIATIONS
Board of Directors, Orange County Association of Environmental Professionals (AEP)
Co-chair, AEP Professionals State Conference (2005 and 2014) ______________________
TENURE
VP of Environmental Planning, EPD Solutions, Inc., 2020-present Director of Environmental Planning, EPD Solutions, Inc., 2014-2020 Senior Planner, PlaceWorks, 2004-2014
Planning Consultant, Cities of Irvine, Anaheim, Rancho Santa Margarita Planner, City of Lake Forest
Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 35 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E www.epdsolutions.com | 3333 Michelson Drive, Suite 500, Irvine, CA 92612 | 949-794-1180 Page 1 of 1 Meghan Macias, TE
Director of Technical Services
REPRESENTATIVE PROJECTS PROFILE
CUSHMAN WALKEFIELD VMT
ANALYSIS,
City of Santa Fe Springs
SEATON AND CAJALCO INDUSTRIAL
PROJECT PARKING ANALYSIS,
County of Riverside
BAKER LAKE ELSINORE WAREHOUSE
PARKING ANALYSIS,
City of Lake Elsinore
STANTON BADMINTON FACILITY
PARKING ANALYSIS,
City of Stanton
ORCO STANTON MIXED-USE PROJECT
PARKING ANALYSIS,
City of Stanton
11729 IMPERIAL HIGHWAY
INDUSTRIAL PROJECT,
City of Norwalk
GLEN HELEN PARKWAY TRAILER
PARKING PROJECT,
County of San Bernardino
MISSION DR. RESIDENTIAL TRIP
GENERATION, VMT SCREENING,
CONCEPTUAL STRIPING PLAN,
City of Rosemead
TRANSIT VILLAGES SPECIFIC PLAN
TRAFFIC AND VMT ANALYSIS,
City of Redlands
DEVELOPMENT OF VMT-BASED
SCREENING THRESHOLDS,
City of Redlands
FOOD EXPRESS, INC. OFFICE &
TRUCK TRAILER REPAIR PROJECT,
County of San Bernardino
Meghan’s primary responsibilities include preparation of technical analyses, of varied projects throughout California including land development, infrastructure, active transportation, and Master/Specific/General Plans. Meghan has a proven track record of managing complicated and controversial projects to achieve defensible and implementable solutions to technical issues. Her expertise in traffic engineering and operations analysis methodologies is complemented by her knowledge of the California Environmental Quality Act (CEQA).
TRANSPORTATION PLANNING EXPERTISE
Meghan has over 20 years of experience in the transportation planning field and has worked on hundreds of projects throughout California. She has a deep understanding of the regulations and methodologies used by local and regional agencies including application of local traffic study guidelines, CMP, CEQA requirements, Mitigation Fee Act, SB 743, and the implementation of VMT analyses. Meghan uses her experience to provide strategic transportation planning services to public- and private- sector clients.
Her work is focused on providing implementable solutions that satisfy various stakeholders including developers, local agencies, and affected citizens.
EDUCATION PROFILE
Master of Urban and Regional Planning
University of California, Irvine
Bachelor of Arts in Geography
California State University, Fullerton
_____________________
PROFESSIONAL AFFILIATIONS
Orange County Association of Environmental Professionals, Treasurer Institute of Transportation Engineers (ITE)
Member of San Diego Section SB743 Subcommittee Orange County Traffic Engineering Council (OCTEC)
_____________________
CERTIFICATION
California Traffic Engineer 2697
______________________
TENURE
Director of Technical Services, EPD Solutions, Inc., 2017-present Transportation Planning Manager, Transpo Group, 2014-2017 Principal, LSA Associates, 1999-2014
36 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E www.epdsolutions.com | 3333 Michelson Drive, Suite 500, Irvine, CA 92612 | 949-794-1180 Page 1 of 1 Abby Pal
Senior Transportation Planner
REPRESENTATIVE PROJECTS PROFILE
FREEMAN AND TELEGRAPH
INDUSTRIAL PROJECT CEQA
COMPLIANCE AND DESIGN SERVICES,
City of Santa Fe Springs
BLOOMFIELD AND TELEGRAPH
INDUSTRIAL PROJECT CEQA
COMPLIANCE AND DESIGN SERVICES,
City of Santa Fe Springs
TELEGRAPH AND SANTA FE SPRINGS
ROAD WAREHOUSE PROJECT CEQA
COMPLIANCE, DESIGN SERVICES, AND
ENTITLEMENT MANAGEMENT,
City of Santa Fe Springs
WOODLAND HILLS COUNTRY CLUB
PROJECT TRAFFIC AND
TRANSPORTATION SERVICES,
County of Los Angeles
VIA ORO INDUSTRIAL PRPOJECT
CEQA AND TECHNICAL SERVICES,
City of Long Beach
CITRUS CROSSRADS MIXED-USE
PROJECT CEQA AND TECHNICAL
SERVICES,
City of Fontana
14970 JURUPA INDUSTRIAL PROJECT
CEQA AND TECHNICAL SERVICES,
City of Fontana
TRAFFIC AND TRANSPORTATION
SERVICES, ODFL TRUCK TERMINAL
FACILITY,
County of San Bernardino
SOCCCD ADVANCED TECHNOLOGY
AND EDUCATION PARK (ATEP),
City of Tustin
Abby is a transportation planner with over seven years of experience preparing and reviewing analyses and planning documents related to transportation safety, vehicle miles traveled, and traffic impact assessments (TIA). Her broad range of experience includes collision analysis, transportation safety infrastructure, signing and striping plans, traffic estimation and impact assessment for proposed developments, traffic calming, and transit-oriented development. Abby works on a variety of projects including residential, industrial, commercial, institutional, solar utility, mixed-use development, and specific plans. With her experience in transportation design, Abby peer reviews TIA reports, and she routinely provides civil engineering teams with guidance on site circulation and traffic design to keep projects on schedule, avoiding major future design setbacks. Guiding her team through the successful completion and timely delivery of projects, Abby maintains project schedules, oversees budgets, and coordinates with city staff, subconsultants, and stakeholders. Her experience includes expeditiously working with multinational companies and non-profit organizations in the fields of urban design, campus sustainability, and community outreach. With her creative approach to problem solving and strategic thinking, Abby Pal continues to make valuable contributions to the field of planning and to the success of EPD and its clients.
EDUCATION PROFILE
Master’s in Urban Design
Carnegie Mellon University, Pittsburgh
Bachelor of Arts in Architecture
Pune University, Pune, India
_____________________
PROFESSIONAL AFFILIATIONS
Institute of Transportation, Engineers (ITE), Member
Orange County Traffic Engineering Council, Member
______________________
TENURE
Senior Transportation Planner, EPD Solutions, Inc., 2023-present Transportation Planner, EPD Solutions, Inc., 2020-2023
Assistant Transportation Planner, TJKM, 2018-2020
Urban Design and Transportation Planning Volunteer,
Squirrel Hill Urban Coalition, 2017-2018
Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 37 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E www.epdsolutions.com | 3333 Michelson Drive, Suite 500, Irvine, CA 92612 | 949-794-1180 Page 1 of 1 Meaghan Truman
Associate Environmental Planner
REPRESENTATIVE PROJECTS PROFILE
NEC FREEMAN AND TELEGRAPH
INDUSTRIAL PROJECT CEQA
COMPLIANCE AND DESIGN
SERVICES,
City of Santa Fe Springs
14830 CARMENITA INDUSTRIAL
PROJECT,
City of Norwalk
SEATON AND CAJALCO INDUSTRIAL
PROJECT PARKING ANALYSIS,
County of Riverside
BAKER LAKE ELSINORE
WAREHOUSE PARKING ANALYSIS,
City of Lake Elsinore
STANTON BADMINTON FACILITY
PARKING ANALYSIS,
City of Stanton
ORCO STANTON MIXED-USE
PROJECT PARKING ANALYSIS,
City of Stanton
15th STREET INDUSTRIAL PROJECT
CEQA SERVICES,
County of Los Angeles
GRISWOLD RESIDENTIAL PROJECT
EIR CEQA SERVICES,
County of Los Angeles
EL MONTE AND OAK RESIDENTIAL
PROJECT CEQA SERVICES,
County of Los Angeles
FEDEX PARKING EXPANSION
INDUSTRIAL PROJECT,
County of San Bernardino
TRANSIT VILLAGES SPECIFIC PLAN
EIR,
City of Redlands
Meaghan has experience in environmental planning, entitlements, and policy planning, and she is an expert in CEQA compliance. She has worked on a wide variety of project types and environmental documents, including Initial Studies, Mitigated Negative Declarations, Environmental Impact Reports, Exemptions, and Addenda for business centers, residential developments, mixed-use projects, and transit-oriented developments.
Meaghan has extensive experience providing environmental and planning services to support projects throughout the Inland Empire. Her recent experience includes preparing CEQA and NEPA documentation for large-scale projects in Fontana (14387 Valley Blvd and 16025 Slover Ave), Redlands (Transit Villages Specific Plan), and the County of San Bernardino (Bloomington Business Park).
Meaghan brings a unique perspective and skill set to the EPD team, having previously worked for the City of Manhattan Beach’s Community Development Department. She has provided her technical expertise on a broad range of development and utility projects for both public and private sector clients.
EDUCATION PROFILE
Bachelor of Arts in Environmental Studies
Loyola Marymount University
_____________________
PROFESSIONAL AFFILIATIONS
Board of Directors,
Orange County Association of Environmental Professionals ______________________
TENURE
Associate Environmental Planner III, EPD Solutions, Inc., 2023-Present Associate Environmental Planner, EPD Solutions, Inc., 2022-2023 Assistant Environmental Planner, EPD Solutions, Inc., 2020-2022 38 | City of Santa Fe Springs | Comprehensive Zoning Code Update Lisa Wise Consulting, Inc.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E Organizational Chart
Lisa Wise, AICP
President, CEO
Jennifer Murillo
Director/Project Manager
Stefano Richichi
Senior Associate
Ethan Stan, AICP
Lead Associate
Abby Weizer
Associate
Terrance Smalls
Environmental Principal
Planner
Konstanza Dobreva, JD
Vice President of
Environmental Planning
MEghan Macias, TE
Director of Technical
Services
Abby Pal
Senior Transportation
Planner
Meaghan Truman
Associate
Environmental Planner
Lisa Wise Consulting, Inc. Comprehensive Zoning Code Update | City of Santa Fe Springs | 39 Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E
SAN LUIS OBISPO SAN FRANCISCO LOS ANGELES
LISAWISECONSULTING.COM | 805-595-1345
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E
EXHIBIT C
INSURANCE REQUIREMENTS
Without limiting Consultant’s indemnification of the City, and prior to commencement of Services, Consultant shall obtain, provide, and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to the City. If Consultant maintains higher limits than the minimum limits shown below, the City requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
Commercial General Liability Insurance. Consultant shall procure and maintain commercial general liability insurance (“CGL Coverage”) with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than One Million Dollars ($1,000,000.00) per occurrence, Two Million Dollars ($2,000,000.00) general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.
Automobile Liability Insurance. Consultant shall procure and maintain automobile liability insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Services to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than One Million Dollars ($1,000,000.00) per accident for bodily injury and property damage.
Professional Liability (Errors & Omissions) Insurance. For the full term of this Agreement and for a period of three (3) years thereafter, Consultant shall procure and maintain professional liability insurance appropriate to Consultant’s profession. Such coverage shall have the minimum limits of no less than One Million Dollars ($1,000,000.00) per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three (3) years after completion of the services required by this Agreement.
Workers’ Compensation Insurance. Consultant shall procure and maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least One Million Dollars ($1,000,000.00) per accident for bodily injury or disease), which will indemnify, insure and provide legal defense for both Consultant and City against any loss, claim or damage arising from any injuries or occupational diseases occurring to any worker employed by or any persons retained by Consultant in the course of carrying out the Work contemplated in this Agreement.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E Consultant shall submit to the City, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of the City, its officers, agents, employees, and volunteers.
Umbrella or Excess Liability Insurance. Consultant shall obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal injury and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability, automobile liability, and employer’s liability. Such policy or policies shall include the following terms and conditions:
• A drop-down feature requiring the policy to respond if any primary insurance that would otherwise have applied proves to be uncollectible in whole or in part for any reason;
• Pay on behalf of wording as opposed to reimbursement; • Concurrency of effective dates with primary policies; • Policies shall “follow form” to the underlying primary policies; and • Insureds under primary policies shall also be insureds under the umbrella or excess policies.
Other provisions or requirements
Proof of insurance. Consultant shall provide certificates of insurance to the City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by the City’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement. The City reserves the right to require complete, certified copies of all required insurance policies at any time.
Duration of coverage. Consultant shall procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Consultant, or Consultant’s agents, representatives, employees or subconsultants.
Primary/noncontributing. Coverage provided by Consultant shall be primary and any insurance or self-insurance procured or maintained by the City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of the City before the City’s own insurance or self-insurance shall be called upon to protect it as a named insured.
The City’s rights of enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E the City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by the City will be promptly reimbursed by Consultant or the City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, the City may immediately terminate this Agreement.
Acceptable insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VI (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager.
Waiver of subrogation. All insurance coverage maintained or procured pursuant to this Agreement shall be endorsed to waive subrogation against the City, its elected or appointed officers, agents, officials, employees and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against the City and shall require similar written express waivers and insurance clauses from each of its subconsultants.
Enforcement of Agreement provisions (non estoppel). Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder.
Requirements not limiting. Requirements of specific coverage features or limits contained in this Agreement are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type.
Notice of cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide to the City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
Additional insured status. General liability policies shall provide or be endorsed to provide that the City and its officers, officials, employees, agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies.
Prohibition of undisclosed coverage limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to the City and approved of in writing.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E Separation of insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions.
Pass through clause. Consultant agrees to ensure that its subconsultants, subcontractors, and any other party involved with the Services who is brought onto or involved in the Services by Consultant, provide the same minimum insurance coverage and endorsements required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with consultants, subconsultants, and others engaged in the Services will be submitted to the City for review.
The City’s right to revise specifications. The City reserves the right at any time during the term of the Agreement to change the amounts and types of insurance required by giving Consultant ninety (90) days advance written notice of such change. If such change results in substantial additional cost to Consultant, City and Consultant may renegotiate Consultant’s compensation or come to some other agreement to address the additional cost.
Self-insured retentions. Any self-insured retentions must be declared to and approved by the City. The City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by the City.
Timely notice of claims. Consultant shall give the City prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies.
Additional insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the Services.
Failure to Maintain Coverage. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced immediately so as to avoid a lapse in the required coverage, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement effective upon notice.
Docusign Envelope ID: 5F7D7BB6-0D8C-4D21-B109-3DED5EA0FD2E ITEM # 27
CITY OF SANTA FE SPRINGS
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Cuong Nguyen, Director of Community Development
SUBJECT: APPROVAL OF AN EXCLUSIVE NEGOTIATION AGREEMENT WITH INLAND KENWORTH INC. FOR THE DEVELOPMENT OF A MEDIUM
AND HEAVY-DUTY TRUCK DEALERSHIP
DATE: August 19, 2025
RECOMMENDATIONS:
It is recommended that the City Council:
1) Approve the Exclusive Negotiation Agreement (ENA) between the City of Santa Fe Springs and Inland Kenworth Inc., for the potential purchase and development of a medium- and heavy-duty truck dealership within the City limits; 2) Authorize the City Manager to execute the ENA in substantially the form presented, with such minor modifications as approved by the City Attorney; and 3) Take such additional, related action that may be desirable.
FISCAL IMPACT
The ENA requires Inland Kenworth to deposit $15,000 with the City upon execution. The deposit ensures the Developer will proceed diligently and in good faith during the negotiation period and serves as partial consideration for the City’s exclusivity commitment. The deposit is refundable upon expiration or termination of the ENA, subject to the Developer’s compliance with the Agreement. No General Fund appropriation is required at this time.
CITY COUNCIL AGENDA REPORT – MEETING OF AUGUST 19, 2025
KENWORTH TRUCK DEALERSHIP - ENA
BACKGROUND
Inland Kenworth Inc. has expressed interest in purchasing City-owned property or another property wthin Santa Fe Springs for the development of a medium- and heavy-duty truck dealership (“Project”). The City and Developer wish to enter into an ENA to define a limited period for property identification and negotiation of a potential Development and Disposition Agreement (DDA) or similar binding agreement.
The ENA provides a 60-day negotiation period, during which the parties will collaborate to identify suitable property for the Project and negotiate mutually agreeable terms. The ENA also establishes regular 14-day “check-in” points, during which either party may terminate the agreement without breach.
ANALYSIS
The ENA serves several important functions:
• Property Identification: Allows the City and Developer to explore suitable Cityowned property locations for the Project. • Exclusive Negotiations: Commits both parties to negotiate only with each other regarding the Project for the duration of the Negotiation Period. • Defined Timeline: Provides a structured 60-day term, with options for early termination at 14-day intervals and potential extension upon mutual agreement. • Financial Assurance: Requires a $15,000 deposit from the Developer to ensure good faith negotiations and protect City interests.
• Clear Remedies: Limits remedies in the event of breach to the agreed liquidated damages amount ($15,000), avoiding costly disputes.
If negotiations are successful, staff will return to the City Council for consideration of a DDA or similar agreement outlining the terms for property conveyance, development requirements, and related obligations.
ENVIRONMENTAL
Approval of the ENA is not a project under the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15378, as it is an administrative action that will not result in direct or indirect physical changes in the environment. Any future development agreement and associated Project will be subject to full CEQA review.
CITY COUNCIL AGENDA REPORT – MEETING OF AUGUST 19, 2025
KENWORTH TRUCK DEALERSHIP - ENA
DISCUSSION
N/A
SUMMARY/NEXT STEPS
Approval of the ENA with Inland Kenworth Inc. will initiate a focused, time-limited negotiation process to determine the feasibility and terms of a medium- and heavy-duty truck dealership development on City-owned property.
Upon execution of the ENA, staff will:
• Collaborate with Inland Kenworth to identify a viable project site; • Negotiate the terms of a DDA or similar agreement; and • Return to the City Council with the proposed agreement for consideration.
This approach provides the City with flexibility, financial safeguards, and the ability to pursue a significant economic development opportunity aligned with the City Council’s goals.
ATTACHMENT(S):
A. Exclusive Negotiation Agreement (Kenworth Truck Dealership) ITEM STATUS:
APPROVED:
DENIED:
TABLED:
DIRECTION GIVEN:
1 THE CITY OF SANTA FE SPRINGS
EXCLUSIVE NEGOTIATION AGREEMENT
(Kenworth Truck Dealership)
THIS EXCLUSIVE NEGOTIATION AGREEMENT ("Agreement") is made and entered into this ______ day of __________________ 2025 (“Effective Date”), by and between the City of Santa Fe Springs, a California municipal corporation ("City") and Inland Kenworth Inc., a California corporation ("Developer"). The City and the Developer are sometimes referred to in this Agreement individually as a "Party" and collectively as the "Parties."
RECITALS
WHEREAS, the Developer is interested in purchasing City-owned real property located within the City for the operation of a medium- and heavy-duty truck dealership (the “Project”); and WHEREAS, the intent of both the City and the Developer in entering into this Agreement is to establish a specific, limited period of time to identify City-owned real property located within the City that is suitable for the Project and negotiate a future agreement regarding the development of the Project on such real property, all subject to mutually agreeable terms, conditions, covenants, restrictions and agreements to be documented in such future agreement.
NOW, THEREFORE, THE CITY AND THE DEVELOPER AGREE AS FOLLOWS:
1. Incorporation of Recitals. The Recitals of fact set forth above are true and correct and are incorporated into this Agreement by this reference.
2. Term of Agreement. This Agreement shall commence on the Effective Date and continue in effect for a period of sixty (60) consecutive calendar days ("Negotiation Period") and shall automatically terminate at the end of the Negotiation Period. Fourteen (14) calendar days after the Effective Date, and every fourteen (14) calendar days (each calendar 14 days, a “Check-In Date”) thereafter during the Negotiation Period, either Party shall have the option to terminate this Agreement by written notice to the other Party, effective immediately unless otherwise stated in the termination notice. Such termination notice shall be delivered in accordance with Section 9 of this Agreement. If neither Party provides the other with such termination notice, this Agreement shall continue in force and effect unless either Party delivers a termination notice at a subsequent Check-In Date until the end of the Negotiation Period. Either Party’s exercise of its option to terminate pursuant to this Section 2 shall not be deemed a breach of this Agreement.
Notwithstanding the foregoing, the Parties may agree to extend the Negotiation Period in accordance with Section 8 of this Agreement.
3. Deposit. Concurrent with the Developer's execution of this Agreement, the Developer shall pay to the City a deposit in the amount of Fifteen Thousand Dollars ($15,000.00) in immediately available funds ("Deposit") to ensure that the Developer will proceed diligently and in good faith to fulfill its obligations under this Agreement during the Negotiation Period and as part of the consideration for the City's agreement not to negotiate with any other entity who owns or operates medium- and heavy-duty truck dealerships during the Negotiation Period. On or before thirty (30) calendar days after the termination of this Agreement, the City shall return the entire Deposit to the Developer, provided that the Developer is not in breach of this Agreement. This provision shall survive termination of this Agreement.
4. Identification of Project Location and Negotiation of Agreement. During the Negotiation Period, the City and the Developer shall diligently and in good faith collaborate to identify 2 City-owned real property located within the City that is suitable for the Project and negotiate the terms and conditions of a future agreement regarding the purchase and subsequent development of the Project on such real property. The City and the Developer shall generally cooperate with each other and supply such available documents and information as may be reasonably requested by the other to facilitate the conduct of the negotiations. The exact terms and conditions of a future agreement regarding the development of the Project on real property located within the City, if any, shall be determined during the course of the Negotiation Period, resulting in the execution of a development and disposition agreement (“DDA”) or other similar agreement. The Parties acknowledge and agree that nothing in this Agreement shall be interpreted or construed to be a representation or agreement by either the City or the Developer that a future agreement must be produced from negotiations under this Agreement. The Developer acknowledges and agrees that the City's consideration of any proposed agreement is subject to the sole and absolute discretion of the City’s governing body and all legally required public hearings, public meetings, notices, factual findings and other determinations required by law.
5. Exclusivity. During the Negotiation Period, the City and its staff agree not to negotiate or enter into any binding agreement with any other entity that owns or operates medium- or heavy-duty truck dealerships regarding the development of such a dealership within the City. Similarly, Developer agrees that it shall not negotiate or enter into any binding agreement with any other entity for the purchase and development of a medium- or heavy-duty truck dealership on property located outside the City. Neither Parties nor any of their representatives, officers, employees, directors, agents, subsidiaries, or affiliates shall initiate, solicit, entertain, negotiate, accept, or discuss, directly or indirectly, any proposal or offer from any entity, other than the other Party and its affiliates, to enter into any transaction which would interfere with any future agreement between the Parties regarding the potential purchase and development of a mediumor heavy-duty truck dealership within the City until the termination of this Agreement.
6. Breach of Agreement; Non-Waiver. Either Party’s failure to comply with the terms of exclusivity provided in Section 5, above, shall be in breach of this Agreement. Any failure or delay by either Party in asserting any of its rights or remedies as to any breach of the other Party shall not operate as a waiver of any default or of any rights or remedies associated with a breach.
7. Limitations on Damages and Remedies.
(a) THE PARTIES ACKNOWLEDGE THAT IT IS EXTREMELY DIFFICULT
AND IMPRACTICAL TO ASCERTAIN THE AMOUNT OF DAMAGES THAT WOULD BE
SUFFERED BY EITHER PARTY UPON THE BREACH OF THIS AGREEMENT BY THE OTHER PARTY. HAVING MADE DILIGENT BUT UNSUCCESSFUL ATTEMPTS TO ASCERTAIN THE
ACTUAL DAMAGES THAT EITHER PARTY WOULD SUFFER UPON THE BREACH OF THIS
AGREEMENT BY THE OTHER PARTY, THE PARTIES AGREE THAT A REASONABLE ESTIMATE OF EITHER PARTY’S DAMAGES IN SUCH EVENT IS FIFTEEN THOUSAND DOLLARS ($15,000.00) (THE “LIQUIDATED DAMAGES AMOUNT”). (i) CITY BREACH. UPON THE BREACH OF THIS AGREEMENT BY
THE CITY, THIS AGREEMENT SHALL TERMINATE AND THE CITY SHALL PAY THE LIQUIDATED DAMAGES AMOUNT TO THE DEVELOPER IN ADDITION TO CITY’S RETURN OF THE DEPOSIT TO DEVELOPER PURSUANT TO SECTION 3 OF THIS AGREEMENT. (ii) DEVELOPER BREACH. UPON THE BREACH OF THIS
AGREEMENT BY THE DEVELOPER, THIS AGREEMENT SHALL TERMINATE AND THE CITY
SHALL KEEP THE DEPOSIT AS PAYMENT OF THE LIQUATED DAMAGES AMOUNT DEPOSITED PURSUANT TO SECTION 3 OF THIS AGREEMENT.
3 _________________ _________________
Initials of Authorized Initials of Authorized
Representative of City Representative of Developer
(b) THE CITY AND THE DEVELOPER EACH ACKNOWLEDGE AND AGREE
THAT NEITHER PARTY WOULD HAVE ENTERED INTO THIS AGREEMENT, IF IT WERE TO BE
LIABLE TO THE OTHER PARTY FOR ANY ADDITIONAL MONETARY DAMAGES, MONETARY
RECOVERY, OR ANY REMEDY OTHER THAN TERMINATION OF THIS AGREEMENT AND PAYMENT OF THE LIQUIDATED DAMAGES AMOUNT. ACCORDINGLY, THE CITY AND THE DEVELOPER AGREE THAT EACH PARTY’S SOLE AND EXCLUSIVE RIGHT AND REMEDY
UPON THE BREACH OF THIS AGREEMENT BY THE OTHER PARTY IS TO TERMINATE THIS AGREEMENT AND RECEIVE THE LIQUIDATED DAMAGES AMOUNT.
(c) THE PARTIES ACKNOWLEDGE THAT THEY ARE AWARE OF THE
MEANING AND LEGAL EFFECT OF CALIFORNIA CIVIL CODE SECTION 1542, WHICH PROVIDES:
A GENERAL RELEASE DOES NOT EXTEND TO CLAIMS THAT THE
CREDITOR OR RELEASING PART DOES NOT KNOW OR SUSPECT TO
EXIST IN HIS OR HER FAVOR AT THE TIME OF EXECUTING THE
RELEASE AND THAT, IF KNOWN BY HIM OR HER, WOULD HAVE
MATERIALLY AFFECTED HIS OR HER SETTLEMENT WITH THE
DEBTOR OR RELEASED PARTY.
(d) CALIFORNIA CIVIL CODE SECTION 1542 NOTWITHSTANDING, IT IS
THE INTENTION OF THE PARTIES TO BE BOUND BY THE LIMITATION ON DAMAGES,
RECOVERY, AND REMEDIES SET FORTH IN THIS SECTION, AND EACH PARTY HEREBY
RELEASES ANY AND ALL CLAIMS AGAINST THE OTHER PARTY FOR ADDITIONAL
MONETARY DAMAGES, MONETARY RECOVERY, OR OTHER LEGAL OR EQUITABLE RELIEF
RELATED TO ANY BREACH OF THIS AGREEMENT, EXCEPT RECEIPT OF THE LIQUIDATED
DAMAGES AMOUNT, WHETHER OR NOT ANY SUCH RELEASED CLAIMS WERE KNOWN OR UNKNOWN TO EITHER PARTY AS OF THE EFFECTIVE DATE OF THIS AGREEMENT. EACH PARTY SPECIFICALLY WAIVES THE BENEFITS OF CALIFORNIA CIVIL CODE SECTION 1542
AND ALL OTHER STATUTES AND JUDICIAL DECISIONS (WHETHER STATE OR FEDERAL) OF
SIMILAR EFFECT WITH REGARD TO THE LIMITATIONS ON DAMAGES AND REMEDIES AND WAIVERS OF ANY DAMAGES AND REMEDIES CONTAINED IN THIS SECTION. _________________ _________________
Initials of Authorized Initials of Authorized
Representative of City Representative of Developer
8. Amendments; Assignments. This Agreement shall not be modified or amended unless done so in a writing signed by authorized representatives of both Parties. No portion of this Agreement may be assigned by either Party without express written consent of the other Party.
9. Notice. All notices required under this Agreement shall be presented in person, by nationally recognized overnight delivery service, or by first class certified or registered United States Mail, with return receipt requested, to the address for the Party set forth in this Section 9. Notice shall be deemed confirmed by United States Mail effective the third (3rd) business day after deposit with the United States 4 Postal Service. Notice by personal service or nationally recognized overnight delivery service shall be effective upon delivery. Either Party may change its address for receipt of notices by notifying the other Party in writing. Delivery of notices to courtesy copy recipients shall not be required for valid notice to a Party.
To DEVELOPER: Inland Kenworth Inc.
2482 Douglas Road
Burnaby, BC V5C 6C9
Attn: Mathew McConnachie, Project Manager
Email: [email protected]
To CITY: City of Santa Fe Springs
11710 Telegraph Road
Santa Fe Springs, CA 90670
Attn: René Bobadilla, City Manager
Email: [email protected]
With Courtesy Copy to: Olivarez Madruga Law Organization, LLP (which shall not constitute 500 S. Grand Avenue, 12th Floor notice) Los Angeles, CA 90071
Attn: Paloma Perez-McEvoy
Email: [email protected]
10. Entire Agreement. This Agreement is the entire agreement between the Parties regarding the subject matter contained herein. It supersedes, and its terms govern, all prior proposals, agreements, or other communications between the Parties, oral or written, regarding the subject matter contained herein.
11. Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
12. No Third-Party Beneficiaries. Nothing in this Agreement is intended to benefit any person or entity other than the City or the Developer.
13. Governing Law/Venue. This Agreement shall be interpreted and governed according to the laws of the State of California. In the event of litigation between the Parties, venue, without exception, shall be in the Los Angeles County Superior Court of the State of California. If, and only if, applicable law requires that all or part of any such litigation be tried exclusively in federal court, venue, without exception, shall be in the Central District of California located in the City of Los Angeles, California.
14. Attorneys’ Fees. If either Party commences any legal action or proceeding to enforce, interpret or construe this Termination Agreement, the prevailing Party shall be entitled to recover from the other Party reasonable attorneys' fees and court costs, as determined by the court.
15. Non-Liability of City Officials. No member, official, officer, employee, agent, representative, volunteer, or consultant of the City shall be personally liable to Developer, or any successor in interest of the Developer, in the event of any default or breach by the City or for any amount which may become due to the Developer or its successor, or for any obligations under the terms of this Agreement.
16. Counterpart Originals. This Agreement may be executed by the City and the Developer in multiple counterpart originals, all of which together shall constitute a single agreement. 5 17. Warranty of Authority. The individuals executing this Agreement on behalf of each Party represent and warrant that they have the legal power, right, and actual authority to bind each Party to the terms and conditions hereof.
[SIGNATURES ON FOLLOWING PAGES]
6 THE CITY OF SANTA FE SPRINGS
EXCLUSIVE NEGOTIATION AGREEMENT
(Kenworth Truck Dealership)
IN WITNESS WHEREOF, the City and the Developer have executed this Agreement on the dates indicated next to each of the signatures of their authorized representatives, as appear below.
DEVELOPER:
Dated:
Inland Kenworth Inc., a California corporation
By:
Name:
Its:
CITY:
Dated:
City of Santa Fe Springs, a California
municipal corporation
By:
René Bobadilla, City Manager
APPROVED AS TO FORM:
By:
Rick Olivarez, City Attorney
ITEM # 28
CITY OF SANTA FE SPRINGS
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Maricela Balderas, Director of Community Services
SUBJECT: ART IN PUBLIC PLACES FY 2025-26 ART EDUCATION GRANT
PROGRAM AWARDS
DATE: August 19, 2025
RECOMMENDATION(S):
It is recommended that the City Council:
1) Authorize the FY 2025-26 award distribution of $66,911.45, as recommended by the Heritage Arts Advisory Committee (HAAC), to fund the Art Education Grant Program recipients.
2) Take such additional, related, action that may be desirable.
FISCAL IMPACT
The Public Art & Art Education Program Activity (No. 10511001) is entirely funded by developers’ fees through the Art in Public Places Special Fund (No. 2510). FY 2025-26 Grant awards will be disbursed from the Public Art & Art Education ProgramContribution/Art Education Grants account (No. 10511001-593000).
BACKGROUND
For over 30 years, the City’s Heritage Artwork in Public Places Program has supported art education in local schools through the Art Education Grant Program. This longstanding initiative provides financial support to K–12 schools serving Santa Fe Springs residents, enabling projects that foster age-appropriate art education experiences.
Funded projects culminate in student exhibitions, performances, demonstrations, or artrelated field trips, enriching both students and the community.
In Fiscal Year 2024–25, the City awarded a record $69,992.50 to 29 local schools. The CITY COUNCIL AGENDA REPORT – MEETING OF AUGUST 19, 2025 APPROPRIATION OF FUNDS FROM CITY’S ART IN PUBLIC PLACES FUND FOR CITY’S ART EDUCATION GRANT PROGRAM FOR FISCAL YEAR 2025-2026
ITEM STATUS:
APPROVED:
DENIED:
TABLED:
DIRECTION GIVEN:
record amount reflected both a growing interest in the program and rising costs for art supplies.
Grant recipients are required to submit a final report by May of the academic year, detailing the use of funds and providing supporting financial documentation. Any unspent funds must be returned to the City upon approval of the final report. To date, all unexpended funds from previous years have been returned in accordance with program requirements.
ANALYSIS
Applications for the 2025–26 school year were made available to local school staff in early 2025 and were due by June 15, 2025. A record 30 applications were received.
On July 29, 2025, the Heritage Arts Advisory Committee (HAAC) convened a special meeting to review the submissions. The Committee recommends that the City Council approve funding for 28 of the 30 applicants, totaling $66,911.45 (see Attachment A). Two applications were not recommended for funding: one included an improperly itemized budget, and the other lacked the required principal's signature.
In accordance with the Art Education Grant Guidelines, only eligible expenses are being recommended. Ineligible items such as contracted printing services, pre-made costumes, and non-art tools/supplies were excluded from funding.
ENVIRONMENTAL
N/A
SUMMARY/NEXT STEPS
Upon City Council approval, City staff will coordinate with the Finance Department to process and disburse grant awards to the approved Art Education Grant recipients for the 2025–26 school year.
ATTACHMENT(S):
A. 2025-2026 Art Education Grant Applications List
DATE APPLICANT GRADES / GRANT AMOUNT
RECEIVED NAME NO. OF YOUTH / PER STUDENT REQUESTED
A 6.13.25 Cresson Elementary School Erin Dunroe Addressing Mental Health Through Art 4-5th grades / 65 students / $73.84 $4,800.00 $4,800.00 Approved $4,800.00 $4,800.00
B 6.13.25 Jersey Avenue Elementary School Margaret Gomez Folklorico Dance Program K-5th grades/ 65 students / $76.92 $5,000.00 $4,250.00 Approved - T-shirts not approved.
C 6.13.25 Jersey Avenue Elementary School Heather Norris Garden Art & Art Parent Night TK-5th grades / 60 students / $42.00 $2,520.00 $620.00 Approved - Parent cost not allowed, supplies not approved as not itemized properly. $7,520.00 $4,870.00
D 6.10.25 Lake Center Middle School Amy Jordan Field Trip 6-8th grades / 184 students / $24.03 $4,420.00 $4,420.00 Approved E 6.3.25 Lake Center Middle School Susie Luu Painting with Ceramics 6th grade / 118 students / $38.29 $4,518.00 $4,248.00 Aproved - Delivery fee not approvedF 6.2.25 Lake Center Middle School Sabrina Ireland Art Through the Seasons 6th grade / 198 students / $23.00 $4,554.00 $4,554.00 Approved G 6.12.25 Lake Center Middle School Jennifer Conforti Mosaic Tile Coaster 8th grade / 132 students / $23.79 $3,140.42 $2,980.42 Approved - Sub teacher not approved $16,632.42 $16,202.42
H 6.13.25 Lakeland Elementary School
Georgette BaltierrezManohorathat Folklorico at Lakeland Elementary K-5th grades / 40 students / $112.00 $4,480.00 $2,688.00 Approved - Costumes not allowed $4,480.00 $2,688.00
I 6.13.25 Lakeview Elementary School Ruby Dominguez Take 2 Drama Club & Visual & Perf. Arts K-5th grades / 150 students / $33.33 $5,000.00 $3,791.50J 6.13.25 Lakeview Elementary School Susana Carranza Second Grade Art Program 2nd grade / 75 students / $43.45 $3,259.00 NA Rejected-Incorrect itemized budget and revised itemization submitted late K 6.10.25 Lakeview Elementary School Nicole Baski Art in Primary! (Special Education Prgm.) TK-5th grades / 20 students / $43.15 $862.98 $862.98 Approved L 5.19.25 Lakeview Elementary School Raquel Ponce TK Indoor / Outdoor Creations TK grade / 40 students / $123.13 $4,925.10 $1,451.41 Approved - Several items not approved per guidelinesM 6.10.25 Lakeview Elementary School Kelly Love Meet the Masters K-5th grades / 440 students / $7.25 $3,189.76 $3,189.76 Approved $17,236.84 $9,295.65
N 6.13.25 Rancho Santa Gertrudes Elem. School Alysia Odipo Rancho Santa Gertrudes Elem. Art Initiative TK-5th grades / 318 students / $15.72 $5,000.00 $667.50 Approved - Several items not approved per guidelines $5,000.00 $667.50
O 6.10.25 Santa Fe High School Terry Dawson Band & Mariachi Sheet Musice & Guest Artist 9-12th grades / 90 students / $27.78 $2,500.00 $2,500.00 Approved P 6.11.25 Santa Fe High School Giao Nguyen Under the Sea 9-12th grades / 150 students / $31.31 $4,696.13 $4,237.62 Approved - Several items not approved per guidelinesQ 6.13.25 Santa Fe High School Jessica Guiragossian Under the Sea: Fish, Fashion, & Fantasy 9-12th grades / 175 students / $28.50 $4,987.07 $4,899.47 Approved - Several items not approved per guidelines $12,183.20 $11,637.09
R 5.15.25 Santa Fe Springs Christian School Cindy Jarvis Art Master Legacy Series 2 K-8th grades / 150 students / $40.60 $6,089.12 $5,000.00 Approved S 5.15.25 Santa Fe Springs Christian School Andrea Neely Kindergarten Art Projects K grade / 15 students / $10.29 $154.40 $154.40 Approved T 5.15.25 Santa Fe Springs Christian School Danielle Michaels First Grade Art Supplies 1st grade / 17 students / $7.68 $130.62 $130.62 Approved U 5.15.25 Santa Fe Springs Christian School Shinar Lumahan Dinosaurs and Masks 2nd grade / 12 students / $16.54 $198.48 $198.48 Approved V 5.15.25 Santa Fe Springs Christian School Lori Chronister Social Studies Projects (incl. holidays) 3rd grade / 24 students / $9.25 $221.96 $221.96 Approved W 5.15.25 Santa Fe Springs Christian School Marie Gomez 4th Grade Art Grant 4th grade / 15 students / $13.36 $200.43 $200.43 Approved X 5.15.25 Santa Fe Springs Christian School Natalia Reynoso Revolutionary War Project 5th grade / 25 students /$12.42 $310.46 $310.46 Approved Y 5.15.25 Santa Fe Springs Christian School Adriana Stanphill Places in our World 6-8th grades / 50 students / $5.90 $294.91 $294.91 Approved Z 5.15.25 Santa Fe Springs Christian School Sharon Powell Walk Through the Ancient World 6-7th grades / 26 stduents / $22.50 $585.00 $585.00 Approved AA 5.15.25 Santa Fe Springs Christian School Jennifer Senglaub Jr. High Performing Arts 6-8th grades / 25 students / $14.80 $370.08 $370.08 Approved $8,555.46 $7,466.34 Approved
BB 6.11.25 St. Paul High School Ashwin Mitchell From Studoi Saint Paul 9-12th grades / 120 students / $41.64 $4,997.27 $4,466.87 Approved - No Printing Allowed CC 6.13.25 St. Paul High School Ashley Lynch Rhythm in Motion: Elevating HS Dance Ed. 9-12th grades / 25 students / $40.27 $1,006.75 NA Rejected - Not signed by Principal $6,004.02 $4,466.87
DD 5.27.25 St. Pius X Parish School Yessica Chacon Meet the Masters K-8th grades / 155 students / $31.08 $4,817.58 $4,817.58 Approved $4,817.58 $4,817.58
Total Awarded:
TOTAL NO. OF APPLICATIONS RECEIVED: 30 TOTAL GRANT FUNDS REQUESTED: $87,229.52 $66,911.45 TOTAL:TOTAL:TOTAL:TOTAL:TOTAL:TOTAL:TOTAL:TOTAL:
NO. SCHOOL NAME TITLE OF GRANT
HAAC
RECOMMENDED/
APPROVED COMMENTS ON APPLICATION
Grant Applications List
Attachment A - 2025-2026 Art Education
ITEM # 29
CITY OF SANTA FE SPRINGS
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Maricela Balderas, Director of Community Services
SUBJECT: APPROVAL OF TRANSPORTATION SERVICES AGREEMENT WITH
PCAM, LLC
DATE: August 19, 2025
RECOMMENDATION:
It is recommended that the City Council:
1) Adopt Resolution No. 9975 approving a cooperative contract services agreement with PCAM, LLC dba Parking Company of America in the amount of $672,900 for the management and operations of the City’s Dial-A- Ride (DAR) services in accordance with Santa Fe Springs Municipal Code §34.18; and 2) Authorize the City Manager to execute the contract agreement with PCAM, LLC dba Parking Company of America (PCAM); and
3) Appropriate $672,900 from the Transit Budget Account No. 10105850 for DAR operations; and
4) Take such additional, related, action that may be desirable.
FISCAL IMPACT
Funding for this contract is included in the Fiscal Year 2025–2026 Transit Budget. The proposed annual cost for PCAM services are not to exceed $672,900 consistent with the appropriated funds for Dial-A-Ride operations. The services are fully funded through Los Angeles County Local Transportation Return programs Proposition A, Proposition C, and Measure M with no impact to the General Fund.
CITY COUNCIL AGENDA REPORT – MEETING OF AUGUST 19, 2025
APPROVAL OF TRANSPORTATION SERVICES AGREEMENT WITH PCAM, LLC
BACKGROUND
The City of Santa Fe Springs DAR service is a long-standing program operated and managed by the City to provide essential curb-to-curb transportation for residents who may otherwise have limited mobility options. This service is designed specifically for qualified elderly residents (60 years and older) and individuals with special needs in compliance with the provisions of the Americans with Disabilities Act (ADA) of 1990.
Santa Fe Springs Bus Operators are trained, experienced, and dedicated to delivering safe, dependable, and accessible transportation. The DAR program helps residents maintain independence, improve quality of life, and access vital community resources.
Riders can schedule trips for virtually any purpose within Santa Fe Springs, including medical appointments, hair salons, grocery shopping, social visits, and other personal errands. Medical pickups and drop-offs receive priority to ensure timely and reliable access to healthcare services.
ANALYSIS
Over the years, DAR has become a trusted mobility lifeline for the community’s senior and disabled populations, reducing social isolation and supporting access to essential services. In response to increasing demand and to ensure cost-effective, efficient, and uninterrupted service, staff identified an opportunity to leverage the City of Covina’s competitively bid transportation contract with PCAM through a cooperative piggyback agreement. This approach allows the City to benefit from the favorable pricing and service standards established by the City of Covina, avoiding the administrative burden and delays associated with issuing a new competitive bid. Under the proposed agreement, PCAM will:
• Operate and manage Dial-A-Ride services, including scheduling, and dispatching. • Employ and train drivers in accordance with City and state safety standards. • Provide customer-focused services designed to enhance the rider experience. • Collaborate with City staff to monitor service quality, address operational concerns, and submit regular performance reports.
• Allow the City to secure competitive pricing through piggybacking off the City of Covina’s contract, expediting implementation without compromising service quality.
• Provide routine maintenance, preventive maintenance (PM) and fuel requirements for the fleet.
• Supply qualified drivers to operate vehicles on Dial-A-Ride. • Generate reports for the City and submit required information for the National Transit Database (NTD), including number of passengers, fueling, and all other necessary information to be in compliance.
• Ensure adherence to CHP inspection requirements, including the mandated 45- day vehicle inspection cycle.
CITY COUNCIL AGENDA REPORT – MEETING OF AUGUST 19, 2025
APPROVAL OF TRANSPORTATION SERVICES AGREEMENT WITH PCAM, LLC
ITEM STATUS:
APPROVED: ☐
DENIED: ☐
TABLED: ☐
DIRECTION GIVEN: ☐
ENVIRONMENTAL
The project has been reviewed for compliance with the California Environmental Quality Act (CEQA) and is exempt per Section 15061 (b)(3) (Common Sense Exemption). The project is covered by the general rule that CEQA only applies to projects that have the potential for causing a significant effect on the environment. The proposed action pertains to a contract that will allow the continuation of Santa Fe Springs existing DAR transit services. This contract agreement will not result in any significant change in services or physical changes to the environment.
DISCUSSION
City staff recommends utilizing a cooperative purchasing contract by piggybacking on the City of Covina’s existing agreement. This approach allows the City to obtain competitive pricing and expedite implementation without compromising service quality.
The cooperative contract complies with all applicable public procurement laws, ensuring transparency and fairness, and is authorized under Santa Fe Springs Municipal Code Section 34.18(B)(3).
SUMMARY/NEXT STEPS
Upon City Council approval, City staff will initiate DAR services with PCAM, LLC dba Parking Company of America, ensuring uninterrupted, reliable, and cost-efficient services for the City’s seniors and residents with disabilities.
ATTACHMENT(S):
A. Resolution No. 9975
B. PCAM, LLC Agreement
RESOLUTION NO. 9975
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA FE SPRINGS,
CALIFORNIA, APPROVING AN AGREEMENT BY AND BETWEEN THE CITY OF
SANTA FE SPRINGS AND PCAM, LLC DBA PARKING COMPANY OF AMERICA (PCAM) FOR DIAL-A-RIDE TRANSPORTATION SERVICES
WHEREAS, per Section 34.18(B)(3) (Purchase by Bidding Required Generally; Exceptions) of Chapter 34 (Finance and Revenue) of the Santa Fe Springs Municipal Code (hereinafter, “Section 34.18”), the purchasing policy may be dispensed with when competitive purchasing procedures, similar to those required by the City, were used to secure such services; and
WHEREAS, the City of Covina conducted a competitive bidding process and awarded a transportation services contract to PCAM, LLC dba Parking Company of America (hereinafter, “PCAM”), through a Request for Proposals (RFP) process that complies with competitive procurement standards; and
WHEREAS, the City of Santa Fe Springs (“City”) has identified the opportunity to enter into a cooperative piggyback agreement utilizing the competitively awarded contract between the City of Covina and PCAM to provide cost-effective, efficient, and uninterrupted Dial-A-Ride transportation services to its community; and WHEREAS, Parking Company of America is an experienced transit services provider and is able to meet the service expectations and operational needs of the City; and
WHEREAS, staff has reviewed the terms of the agreement and recommends entering into the proposed agreement with PCAM for Dial-A-Ride services; and WHEREAS, the City Council finds that it is in the best interest of the City to enter into this agreement to continue serving senior and disabled residents with safe and reliable transportation options.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Santa Fe Springs as follows:
SECTION 1. The City Council, after consideration of the staff report and presentation, discussion, oral testimony, and evidence presented, finds that the above recitals are true and correct and incorporates them herein.
SECTION 2. The City Council finds that the City has satisfied applicable local procurement requirements through the use of a cooperative purchasing agreement consistent with Section 34.18(B)(3) of the Santa Fe Springs Municipal Code.
SECTION 3. The City Council hereby approves an agreement with PCAM, LLC dba Parking Company of America to provide Dial-A-Ride transportation services under the terms of the cooperative agreement with the City of Covina.
SECTION 4. The City Council authorizes the City Manager to execute the agreement with Parking Company of America, and to execute any ancillary documents reasonably necessary to carry out the purpose and intent of this Resolution.
SECTION 5. The City Clerk shall attest and certify to the passage and adoption of this Resolution and enter it into the book of original resolutions, and it shall become effective immediately upon its approval.
PASSED, APPROVED, and ADOPTED this 19 day of August 2025.
THE CITY OF SANTA FE SPRINGS
William K. Rounds, Mayor
Fernando N. Muñoz, City Clerk
AYES:
NOES:
ABSTAIN:
ABSENT:
1 2025
COOPERATIVE CONTRACT SERVICES AGREEMENT
(Contractor: PCAM, LLC dba Parking Company of America)
(Paratransit Operation Services)
THIS COOPERATIVE CONTRACT SERVICES AGREEMENT (hereinafter, “Agreement”) is made and entered into as of this 19th day of August 2025 (“Effective Date”), by and between the CITY OF SANTA FE SPRINGS, a municipal corporation (hereinafter, “CITY”) and PCAM, LLC dba Parking Company of America (hereinafter, “CONTRACTOR”). For the purposes of this Agreement, CITY and CONTRACTOR may be referred to collectively by the capitalized term “Parties.” The capitalized term “Party” may refer to CITY or CONTRACTOR interchangeably.
RECITALS
WHEREAS, CITY is a municipal corporation organized under the laws of the State of California, with power to contract for services necessary to achieve its purpose; and WHEREAS, CITY requires the services of an independent contractor to provide public transit operations services for the CITY’s Dial-A-Ride Program; and WHEREAS, Section 34.18(B)(1)-(3) of the Santa Fe Springs Municipal Code exempts certain purchases from the CITY’s regular purchasing procedures where such purchases qualify as cooperative or piggyback purchases, wherein the CITY may procure supplies, equipment and services on unit pricing terms that are equal to or better than pricing obtained by another public agency or non-profit using their own competitive contract awarding procedures; and WHEREAS, as a material condition to the CITY’s award of this Agreement, CONTRACTOR, as stated in its correspondence of June 4, 2025 is willing to perform the services contemplated herein on the same or better pricing terms officered to the City of Covina and CONTRACTOR entitled “Third Amendment to Agreement Between the City of Covina and PCAM, LLC Amending the Professional Services Agreement for Transit Operations Servies to Extend Term Limits and Increase Compensation for FY 2026 and FY 2027” dated June 17, 2025 WHEREAS, on April 7, 2022, the City of Covina (“Covina”) issued a Request for Proposals (“RFP”) for the transit operations of the Dial-A-Ride program; and WHEREAS, on June 21, 2022, Covina awarded the project for the transit operations of the Dial-A-Ride program to CONTRACTOR; on September 19, 2023 Covina and CONTRACTOR entered into a First Amendment of that certain Agreement; on November 21, 2023 Covina and CONTRACTOR entered into a Second Amendment of that certain Agreement; on June 17, 2025 Covina and CONTRACTOR entered into a Third Amendment of that certain Agreement; and WHEREAS, CONTRACTOR warrants and represents itself as possessing the necessary experience, skills and qualifications to provide the services required by CITY and to ensure that all work is performed in a professional manner; and
2 WHEREAS, CONTRACTOR warrants and represents that it has the necessary staff to deliver the services within the time frame herein specified and is fully qualified to perform those services within the specified time frame in accordance with the highest standards of CONTRACTOR’S profession; and
WHEREAS, the execution of this Agreement was approved by the Santa Fe Springs City Council in accordance with Section 34.18(B)(1)-(3) of the Santa Fe Springs Municipal Code at its Regular Meeting of August 19, 2025, under Agenda Item No. 29.
NOW THEREFORE, in consideration of these recitals and the mutual covenants contained herein, the Parties agree as follows:
1.0 TERMS OF AGREEMENT
1.1 This AGREEMENT shall have a term of five (5) years commending commencing as of the Effective Date and shall expire automatically upon the 5 th anniversary of the Effective Date
(hereinafter, the “Term”). The AGREEMENT may be extended by the CITY subject to its same terms and conditions for one (1), two-year extension terms, provided the CITY issues written notice of its intent to extend the Term of the Agreement prior to the expiration of the initial Term.
Nothing in this Section shall operate to prohibit or otherwise restrict the CITY’s ability to terminate this AGREEMENT at any time for convenience or for cause as provided herein.
1.2 This AGREEMENT is a firm, fixed-price contract for all labor and materials including, but not limited to, document scanning, indexing, and conversion from paper to digital format. All tasks to be performed are to be completed, or this AGREEMENT is otherwise terminated. Prices shall remain firm upon execution of this AGREEMENT. The foregoing notwithstanding, in no event may CONTRACTOR’s total compensation exceed the aggregate sum of SIX HUNDRED SEVENTY-TWO THOUSAND NINE HUNDRED DOLLARS AND NO CENTS ($672,900.00), unless otherwise amended by mutual written agreement of the Parties in the form of a written amendment to this Agreement.
1.3 Time is of the essence in the performance of all obligations under this AGREEMENT. The work shall commence upon mutual consent of the Parties subsequent to the CITY’S issuance of a written Notice to Proceed. CONSULTANT shall perform the various tasks identified in, and within the timeframes set forth in, the Scope of Services, and shall complete all of the work in accordance with the schedule and timeline established by the Parties. Failure to meet the schedule contained in this AGREEMENT is a default by the CONTRACTOR.
1.4 CONTRACTOR shall, without additional compensation, correct or revise any services performed pursuant to this AGREEMENT that do not meet the specifications and/or professional standards required of the CONTRACTOR.
2.0 SCOPE OF SERVICES
2.1 Subject to the terms and conditions of this Agreement, CONTRACTOR agrees to provide 3 and perform the various services and tasks described in the following
2.1.1 CONTRACTOR shall provide CITY with the services and documents described in ATTACHMENT A, which is attached hereto and incorporated herein by this reference as though fully set forth at length and is hereinafter referred to as the “SERVICES.” The general manner in which the CONTRACTOR shall render the SERVICES is set forth in ATTACHMENT A. While CITY is, in general, concerned with the manner in which the SERVICES are rendered, under this AGREEMENT, as represented by CONTRACTOR, it is not concerned with, nor shall it direct, the specific means and methods of operations on the part of CONTRACTOR in the performance of its SERVICES under this AGREEMENT. CONTRACTOR shall provide all labor, materials, equipment, tools and services required by and shall perform all work described in this AGREEMENT;
2.1.2 A true and correct copy of the Covina Agreement is attached and incorporated hereto as ATTACHMENT B.
3.0 COMPENSATION AND PAYMENT PROCEDURES
3.1 CONTRACTOR shall perform all the SERVICES in accordance with the schedule of rates and charges established under ATTACHMENT A.
3.2 Section 3.1, above notwithstanding, in no event may CONTRACTOR’s total compensation exceed the aggregate sum of SIX HUNDRED SEVENTY-TWO THOUSAND NINE HUNDRED DOLLARS AND NO CENTS ($672,900.00), unless approved by the City Council of the City of Santa Fe Springs and memorialized in the form of a written amendment to this AGREEMENT.
3.3 Following the completion of each calendar month, CONTRACTOR shall submit to CITY an itemized invoice indicating the SERVICE performed in the recently concluded calendar month.
The invoice shall identify all services and tasks performed during the recently concluded calendar month and the corresponding subtotal for the same as well as all equipment costs and other charges.
If the amount of CONTRACTOR’s compensation includes hours worked by CONTRACTOR’s personnel, the invoice shall indicate the number of hours worked in connection with the specific service or task requested, the persons responsible for performing the SERVICES, the rate of compensation at which such SERVICES were performed, the subtotal for each task and service performed and a grand total for all services performed. Within thirty (30) calendar days of receipt of each invoice, CITY shall notify CONTRACTOR in writing of any disputed amounts included in the invoice. Within forty-five (45) calendar days of receipt of each invoice, CITY shall pay all undisputed amounts included on the invoice. CITY shall not withhold applicable taxes or other authorized deductions from payments made to CONTRACTOR.
3.4 CONTRACTOR shall comply with all applicable Federal, State and local laws pertaining to the subject matter hereof or in any way regulating the activities undertaken by CONTRACTOR or any subcontractor hereunder.
4.0 CHANGES TO SCOPE OF WORK
CONTRACTOR shall not perform work in excess of the SERVICES without the prior 4 written approval of the Contract Officer. All requests for extra work shall be by written change order submitted to the Contract Officer prior to the commencement of such work.
5.0 SUBCONTRACTING
5.1 Subcontracting is prohibited under this Agreement.
6.0 ENTIRE AGREEMENT
6.1 This AGREEMENT, the incorporated attachments and all Applicable Terms & Conditions of Covina’s Third Amendment to the Master Agreement for transit operations for the Dial-A-Ride program, dated as of June 17, 2025, set forth the entire understanding of the Parties with respect to the subject matters herein. If there are any conflicts or inconsistencies as between the provisions of the incorporated attachments and the provisions of this AGREEMENT, the provisions of this AGREEMENT shall govern and control. If there are any conflicts or inconsistencies as between the provisions of this AGREEMENT and its attachments and the provisions of the applicable Terms & Conditions for Covina’s Third Amendment to the Master Agreement, dated as of June 17, 2025 (the “Master Agreement Terms”), the provisions of the Master Agreement Terms shall govern and control. There are no other understandings, terms or other agreements expressed or implied, oral or written, except as set forth herein. No change, alteration, or modification of the terms or conditions of this AGREEMENT, and no verbal understanding of the Parties, their officers, officials, agents, representatives, contractors, subcontractors or employees shall be valid unless agreed to in writing by both Parties.
7.0 TERMINATION OF AGREEMENT
7.1 In the event of CONTRACTOR’S failure to prosecute, deliver, or perform the SERVICES, CITY may terminate this AGREEMENT immediately by notifying CONTRACTOR by certified mail of said termination. Thereupon, CONTRACTOR shall cease work and, within two (2) working days, place all work in progress in a safe and protected condition. The City Manager of CITY shall make a determination of the percentage of work that CONTRACTOR performed that is usable and of worth to CITY. Based upon that finding, CITY shall determine any final payment due to CONTRACTOR. For purposes of this Agreement, the term “working day” means those days of each week, excluding Saturday and Sunday or any national holiday.
7.2 This AGREEMENT may be terminated by the CITY, without cause, upon the giving of fifteen (15) days’ written notice to the CONTRACTOR. Prior to the fifteenth (15th) day following the giving of the notice, the CONTRACTOR shall assemble the completed work product to date, and put the same in order for proper filing and closing, and deliver said product to the CITY. The CONTRACTOR shall be entitled to just and equitable compensation for any satisfactory work completed. The CONTRACT OFFICER and CONTRACTOR shall endeavor to agree upon a percentage complete of the contracted work if fees are fixed, or an agreed dollar sum based on services performed if hourly, and terms of payment for services and reimbursable expenses.
CONTRACTOR hereby expressly waives any and all claims for damages or compensation arising under this AGREEMENT except as set forth herein.
5 8.0 [RESERVED – NO TEXT]
9.0 COVENANT AGAINST CONTINGENT FEES
9.1 CONTRACTOR represents and warrants that it has not employed or retained any company or person, other than a bona fide employee working for CONTRACTOR, to solicit or secure this AGREEMENT, and that CONTRACTOR has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting from, the award or making of this AGREEMENT. For breach or violation of this representation and warranty, CITY shall have the right to terminate this AGREEMENT without liability or, at CITY’S sole discretion, to deduct from the AGREEMENT price or consideration, or otherwise recover the full amount of such fee, commission, percentage, brokerage fee, gift or contingent fee.
10.0 STATUS OF CONTRACTOR
10.1 CONTRACTOR shall perform the SERVICES in a manner of CONTRACTOR’S own choice, as an independent CONTRACTOR and in pursuit of CONTRACTOR’S independent calling, and not as an employee of CITY. CONTRACTOR shall be under control of CITY only as to the result to be accomplished and the personnel assigned to the project. However, CONTRACTOR shall confer with CITY prior to implementing any changes proposed to the SERVICES. Neither CONTRACTOR nor CONTRACTOR’S employees shall be entitled in any manner to any employment benefits, including but not limited to, employer paid payroll taxes, Social Security, retirement benefits, health benefits, or any other benefits, as a result of this AGREEMENT. It is the intent of the Parties that neither CONTRACTOR nor its employees are to be considered employees of CITY, whether “common law” or otherwise, and CONTRACTOR shall indemnify, defend and hold CITY harmless from any such obligations on the part of its officers, employees, representatives and agents.
11.0 ASSIGNMENT OF CONTRACT
11.1 This AGREEMENT and any portion thereof shall not be assigned or transferred, nor shall any of the CONTRACTOR’s duties be delegated or sub-contracted, without the express written consent of the CITY.
12.0 INDEMNITY – HOLD HARMLESS
12.1 To the fullest extent permitted by law, CONTRACTOR agrees that CITY and its elected and appointed boards, officials, officers, agents, employees, representatives and volunteers (individually and collectively, "CITY Indemnitees") shall have no liability to CONTRACTOR or any other person for, and CONTRACTOR shall indemnify, defend and hold harmless CITY Indemnitees from and against, any and all liabilities, claims, demands, actions, causes of action, proceedings, suits, damages, judgments, liens, levies, costs and expenses, including reasonable attorneys' fees and disbursements (collectively "Claims") that arise out of, pertain to, or relate to this AGREEMENT or any act or omission of CONTRACTOR or its officers, directors, representatives, employees, agents or subcontractors (collectively “CONTRACTOR’S 6 PERSONNEL”) in connection with this AGREEMENT, including, but not limited to, performance of or failure to perform the SERVICES.
12.2 CONTRACTOR’s obligation herein does not extend to liability for damages for death or bodily injury to persons, injury to property, or other loss, damage or expense arising from the sole negligence or willful misconduct by the CITY or its elected and appointed boards, officials, officers, agents, employees, representatives or volunteers.
12.3 CONTRACTOR shall provide a defense (with counsel acceptable to CITY) to the CITY’s Indemnitees, or at the CITY’s sole option, reimburse the CITY’s Indemnitees for all costs, attorneys’ fees, expenses and liabilities (including judgment or portion thereof) incurred with respect to any litigation in which the CONTRACTOR is obligated to indemnify, defend and hold harmless the CITY pursuant to this AGREEMENT.
12.4 PERS Eligibility Indemnification. In the event that any of CONTRACTOR’s PERSONNEL is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS of the CITY, CONTRACTOR shall indemnify, defend (with counsel acceptable to CITY), and hold harmless CITY for the payment of any employer and employee contributions for PERS benefits on behalf of CONTRACTOR’s PERSONNEL as well as for payment of any penalties and interest on such contributions which would otherwise be the responsibility of the CITY.
Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, CONTRACTOR’s PERSONNEL providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation and benefit including but not limited to eligibility to enroll in PERS as an employee of CITY and entitlement to any contributions to be paid by CITY for employer contributions and/or employee contributions for PERS benefits.
12.5 Limitation of CITY Liability. The payment made to CONTRACTOR pursuant to this contract shall be the full and complete compensation to which CONTRACTOR and CONTRACTOR’s PERSONNEL are entitled for performance of any work under this contract. Neither CONTRACTOR nor CONTRACTOR’s PERSONNEL are entitled to any salary or wages, or retirement, health, leave or other fringe benefits applicable to employees of the CITY. The CITY will not make any federal or state tax withholdings on behalf of CONTRACTOR. The CITY shall not be required to pay any workers’ compensation insurance on behalf of CONTRACTOR.
12.6 Indemnification for Employee Payments. CONTRACTOR agrees to defend (with counsel acceptable to CITY), and indemnify and hold harmless the CITY for and against any obligation, claim, suit or demand for tax, retirement contribution including any contribution to the Public Employees Retirement System (PERS), social security, salary or wages, overtime payment, or workers’ compensation payment which the CITY may be required to make on behalf of CONTRACTOR or CONTRACTOR’s PERSONNEL for work done under this AGREEMENT.
12.7 The provisions of this Section 12 shall not be limited by any provision of insurance 7 coverage that the CONTRACTOR may have in effect, or may be required to obtain and maintain, during the term of this AGREEMENT. The provisions of this Section 12 shall survive expiration or termination of this AGREEMENT.
12.8 CITY shall timely notify the CONTRACTOR of the receipt of any third-party claim, relating to the AGREEMENT, and the CITY shall be entitled to recover its reasonable costs incurred in providing the notification.
12.6 Responsibility For Equipment. Notwithstanding anything in this AGREEMENT to the contrary, CITY shall not be responsible nor held liable for any damage whatsoever, including, but not limited to persons or property, resulting from or arising out of the use, misuse or failure of any equipment used by CONTRACTOR or any of its agents, employees or subcontractors, even if such equipment has been furnished, rented or loaned to CONTRACTOR by CITY. Any and all equipment furnished, rented or loaned to CONTRACTOR by CITY is provided on an “as is” basis.
CITY MAKES NO REPRESENTATIONS OR WARRANTIES, EXPRESS OR IMPLIED,
REGARDING ITS EQUIPMENT, AND HEREBY EXPRESSLY DISCLAIMS ALL
WARRANTIES OF ANY KIND, INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTY OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.
The acceptance or use of any CITY equipment by CONTRACTOR or its agents, employees, or subcontractors shall be with all faults and shall be construed to mean that CONTRACTOR accepts full responsibility for and agrees to defend, indemnify and hold harmless CITY from and against any and all claims for any damage whatsoever resulting from the use, misuse or failure of such equipment. CONTRACTOR HEREBY RELEASES, WAIVES, DISCHARGES AND
CONVENANTS NOT TO SUE CITY FOR ANY AND ALL LIABILITY FROM ANY AND ALL CLAIMS RELATING TO ANY CITY EQUIPMENT.
13.0 INSURANCE
13.1 CONTRACTOR shall procure and maintain for the duration of this AGREEMENT insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the SERVICES and the results of that work by CONTRACTOR’S PERSONNEL. Insurance shall be placed with insurers with a current A.M.
Best’s rating of no less than “A” and “VII” unless otherwise approved in writing by the CITY’s Risk Manager.
13.2 CONTRACTOR shall obtain, and during the term of this AGREEMENT shall maintain, policies of general liability, automobile liability, contractual liability and property damage insurance from an insurance company or companies authorized to be in business in the State of California, in an insurable amount of not less than one million dollars ($1,000,000) per occurrence and two million dollars ($2,000,000) aggregate or the limits specified below, whichever are greater. The insurance policies shall provide that the policies shall remain in full force during the full term of this AGREEMENT and shall not be canceled, terminated, or allowed to expire or not be renewed without thirty (30) days prior written notice to CITY from the insurance company, and shall contain a blanket waiver of subrogation. Statements that the carrier “will endeavor” and “failure to mail such notice shall impose no obligation or liability upon the company, its agents or representatives,” will not be acceptable on insurance certificates. Maintenance of specified 8 insurance coverage is a material element of this AGREEMENT.
13.3 Types and Amounts Required. CONTRACTOR shall maintain, at minimum, the following insurance coverage for the duration of this AGREEMENT:
13.3.1 Commercial General Liability (CGL). CONTRACTOR shall maintain CGL Insurance written on an ISO Occurrence form or equivalent providing coverage at least as broad as CG 00 01 which shall cover liability arising from any and all personal injury or property damage, including ongoing and completed operations, in the amount no less than $2,000,000.00 per occurrence and subject to an annual aggregate of $4,000,000.00. If limits apply separately to this project (CG 25 03 or 25 04) the general aggregate limit shall not apply. There shall be no endorsement or modification of the CGL limiting the scope of coverage for either insured vs. insured claims or contractual liability. All defense costs shall be outside the limits of the policy.
If CONTRACTOR maintains higher limits than the limits shown above, the CITY shall be entitled to coverage for the higher limits maintained by the CONTRACTOR. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the CITY. Any excess or umbrella policies being used to meet the required limits of insurance will be evaluated separately and must meet the same qualifications as the CONTRACTOR’s primary policy.
13.3.2 Commercial Automobile Liability. CONTRACTOR shall maintain Commercial Automobile Liability Insurance for all of the CONTRACTOR's automobiles, including owned, hired and non-owned automobiles, automobile insurance written on an ISO form CA 00 01 12 90 or a later version of this form or an equivalent form providing coverage at least as broad for bodily injury and property damage for a combined single limit of no less than $1,000,000.00 per occurrence. Insurance certificate shall reflect coverage for any automobile (any auto).
13.3.3 Workers' Compensation. CONTRACTOR shall maintain Worker’s Compensation insurance for all of CONTRACTOR's PERSONNEL who are subject to this AGREEMENT and to the extent required by applicable state or federal law, a Workers' Compensation policy providing at minimum $1,000,000.00 employers' liability coverage. The CONTRACTOR shall provide an endorsement that the insurer waives the right of subrogation against the CITY and its respective elected officials, officers, employees, agents and representatives.
13.4 The CITY and its officers, officials, employees, agents, representatives and volunteersshall be named as additional insureds on the required liability policies with respect to liability arising out of work or operations performed by or on behalf of the CONTRACTOR including materials, parts, or equipment furnished in connection with such work or operations. The CITY's additional insured status must be reflected on additional insured endorsement form (20 10 1185 or 20 10 1001 and 20 37 1001), which shall be submitted to the CITY.
13.5 All policies shall contain a provision stating that the CONTRACTOR’S policies are primary insurance and that insurance (including self-retention) of the CITY or any named insured shall not be called upon to contribute to any loss, as reflected in an endorsement at least as broad as CG 20 01 04 13, which shall be submitted to the CITY. This provision shall apply regardless 9 of any language of the policy maintained by the CONTRACTOR during the term of this AGREEMENT.
13.6 Before CONTRACTOR shall employ any person or persons in the performance of the AGREEMENT, CONTRACTOR shall procure a policy of Workers' Compensation Insurance as required by the Labor Code of the State of California or shall obtain a certificate of self-insurance from the Department of Industrial Relations.
13.7 Prior to commencement of work under this AGREEMENT, CONTRACTOR shall furnish to the CONTRACT OFFICER proof of the insurance required in this section. Failure by the CONTRACT OFFICER to object to the contents of the certificate and/or policy endorsement or the absence of same shall not be deemed a waiver of any and all rights held by the CITY. Failure on the part of CONTRACTOR to procure or maintain in full force the required insurance shall constitute a material breach of contract under which the CITY may exercise any rights it has in law or equity including, but not limited to, terminating this AGREEMENT pursuant to Paragraph
7.1 above.
13.8 The CITY reserves the right to review the insurance requirements of this section during the effective period of the AGREEMENT and to modify insurance coverages and their limits when deemed necessary and prudent by CITY’s Risk Manager based upon economic conditions, recommendation of professional insurance advisors, changes in statutory law, court decisions or other relevant factors. The CONTRACTOR agrees to make any reasonable request for the deletion, revision, or modification of particular insurance policy terms, conditions, limitations, or exclusions (except where those policy provisions are established by law, or are established by regulations that are binding upon either party to the contract, or are binding upon the underwriter to the contract).
Upon request by CITY, CONTRACTOR shall exercise reasonable efforts to accomplish such changes in policy coverages and shall pay the cost thereof.
13.9 Any deductibles or self-insured retentions are the responsibility of CONTRACTOR and must be declared to and approved by the CITY. At the CITY's option, the CONTRACTOR shall demonstrate financial capability for payment of such deductibles or self-insured retentions.
13.10 CONTRACTOR hereby grants to CITY a waiver of any right to subrogation that any insurer of said CONTRACTOR may acquire against the CITY by virtue of the payment of any loss under such insurance. This provision applies regardless of whether or not the CITY has requested or received a waiver of subrogation endorsement from the insurer.
14.0 DISPUTES
14.1 If a dispute should arise regarding the performance of this AGREEMENT, the following procedures shall be used to address the dispute:
a. If the dispute is not resolved informally, then, within five (5) working days thereafter, the CONTRACTOR shall prepare a written position statement containing the party’s full position and a recommended method of resolution and shall deliver the position statement to the CONTRACT OFFICER.
10 b. Within ten working (10) days of receipt of the position statement, the CONTRACT OFFICER shall prepare a response statement containing the CITY’s full position and a recommended method of resolution and shall deliver the response statement to the CONTRACTOR.
c. After the exchange of statements, if the dispute is not resolved within ten working (10) days, the CONTRACTOR and the CONTRACT OFFICER shall deliver the statements to the City Manager who shall make a determination within ten working (10) days.
14.2 If the dispute remains unresolved for ten (10) working days following the City Manager’s determination, and the parties have exhausted the procedures of this section, the parties may then seek resolution by mediation or such other remedies available to them by law or in equity.
15.0 NOTICES
15.1 Any notices to be given under this AGREEMENT, or otherwise, shall be served by certified mail.
15.2 For the purposes hereof, unless otherwise provided in writing by the Parties hereto, the address of the Parties and the proper person to receive any notice on each Party’s behalf is:
For CITY:
City of Santa Fe Springs
Department of Community Services
ATTN: Maricela Balderas
11710 Telegraph Rd.
Santa Fe Springs, CA 90670
For CONTRACTOR:
PCAM, LLC dba Parking Company of America
Eric Chaves, President
3165 Garfield Avenue
Los Angeles, CA 90040
15.4 CONTRACTOR represents and warrants that its employer's identification number (“EIN”) is 20-2264403.
16.0 CONTRACTOR’S CERTIFICATION OF AWARENESS OF IMMIGRATION REFORM AND CONTROL ACT OF 1986
16.1 CONTRACTOR certifies that CONTRACTOR is aware of the requirements of the Immigration Reform and Control Act of 1986 (8 USC §§ 1101-1525) and has complied and will comply with these requirements including, but not limited to, verifying the eligibility for 11 employment of all agents, employees, subcontractors and consultants before they perform any SERVICES under this AGREEMENT.
17.0 GENERAL PROVISIONS
17.1 Accounting Records. CONTRACTOR shall keep records of the direct reimbursable expenses pertaining to the SERVICES and the records of all accounts between the CONTRACTOR and any subcontractors. CONTRACTOR shall keep such records on a generally recognized accounting basis. These records shall be made available to the Contract Officer, or the Contract Officer's authorized representative, at mutually convenient times, for a period of three (3) years from the completion of the SERVICES.
17.2 Contract Officer. The Director of Public Works shall serve as the CITY’s “Contract Officer” for this AGREEMENT and has the authority to direct the CONTRACTOR, approve actions, request changes, and approve additional services within her/his authority. Any obligation of the CITY shall be the responsibility of the Contract Officer. Excepting the provisions pertaining to dispute resolution, no other person shall have any authority under this AGREEMENT unless specifically delegated in writing.
17.3 Governing Law. This AGREEMENT and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this AGREEMENT shall be held exclusively in a state court in the County of Los Angeles. CONTRACTOR hereby irrevocably consents to service outside the State of California and to the personal jurisdiction of and exclusive venue in the state and federal courts in the County of Los Angeles, California and waives any objection to such jurisdiction or venue. CONTRACTOR hereby waives the right to remove any action from Los Angeles County as is otherwise permitted by California Code of Civil Procedure Section 394.
17.4 Business Certificate. CONTRACTOR and its subcontractors, if any, are required to obtain and maintain a City Business Certificate during the duration of this AGREEMENT.
17.5 Compliance with Law. The CONTRACTOR shall be responsible for complying and ensuring its subcontractors comply with all local, state, and federal laws, rules, regulations, orders, policies, protocols and guidance, whether or not said laws are expressly stated or referred to herein, including, but not limited to complying with COVID-19 sanitation protocols, health orders and guidance.
17.6 [RESERVED – NO TEXT]
17.7 Responsibility for Others. CONTRACTOR shall be responsible to the CITY for its services and the services of its subcontractors. CONTRACTOR shall not be responsible for the acts or omissions of other parties engaged by the CITY nor for their construction means, methods, techniques, sequences, or procedures, or their health and safety precautions and programs.
17.8. Drafting Ambiguities. The Parties agree that they are aware that they have the right to be advised by counsel with respect to the negotiations, terms and conditions of this AGREEMENT, 12 and the decision of whether or not to seek advice of counsel with respect to this AGREEMENT is a decision that is the sole responsibility of each Party. This AGREEMENT shall not be construed in favor of or against either Party by reason of the extent to which each Party participated in the drafting of the AGREEMENT.
17.9. Conflicts between Terms. If an apparent conflict or inconsistency exists between the main body of this AGREEMENT and the Attachments, the main body of this AGREEMENT shall control. If a conflict exists between an applicable federal, state, or local law, rule, regulation, order, or code and this AGREEMENT, the law, rule, regulation, order, or code shall control. Varying degrees of stringency among the main body of this AGREEMENT, the Exhibits, and laws, rules, regulations, orders, or codes are not deemed conflicts, and the most stringent requirement shall control. Each Party shall notify the other immediately upon the identification of any apparent conflict or inconsistency concerning this AGREEMENT and shall cooperate in good faith to resolve the same.
17.10 Non-Discrimination. CONTRACTOR shall not discriminate against any employee or applicant for employment because of sex, race, color, age, religion, ancestry, national origin, disability, military or veteran status, medical condition, genetic information, gender expression, marital status, or sexual orientation. CONTRACTOR shall take affirmative action to ensure that applicants are employed and that employees are treated during employment without regard to their sex, race, color, age, religion, ancestry, national origin, disability, military or veteran status, medical condition, genetic information, gender expression, marital status, or sexual orientation and shall make reasonable accommodation to qualified individuals with disabilities or medical conditions. Such action shall include, but not be limited to the following: employment, upgrading, demotion, transfer, recruitment, or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship.
CONTRACTOR agrees to post in conspicuous places available to employees and applicants for employment any notices provided by CITY setting forth the provisions of this non-discrimination clause.
17.7 Rights Cumulative. All rights, options, and remedies of the CITY contained in this AGREEMENT shall be construed and held to be cumulative, and no one of the same shall be exclusive of any other, and the CITY shall have the right to pursue any one of all of such remedies or any other remedy or relief that may be provided by law or in equity, whether or not stated in this AGREEMENT.
17.8 Waiver. No waiver by either Party of a breach by the other Party of any of the terms, covenants, or conditions of this AGREEMENT shall be construed or held to be a waiver of any succeeding or preceding breach of the same or any other term, covenant or condition herein contained. No waiver of any default of either Party hereunder shall be implied from any omission by the other Party to take any action on account of such default if such default persists or is repeated, and no express waiver shall affect default other than as specified in said waiver.
17.9 Third Parties. No provision contained in the AGREEMENT shall create or give to third parties any claim or right of action against the CITY or CONTRACTOR or their respective officers, directors, officials, employees, representatives, contractors, subcontractors or agents. 13 17.10 Survival. The provisions of the AGREEMENT that by their nature survive termination or final completion of the AGREEMENT, including all warranties, indemnities, payment obligations, and the CITY's right to audit CONTRACTOR's books and records, shall remain in full force and effect after final completion or any termination of the AGREEMENT.
17.11 Severability. In the event that any part of this AGREEMENT is found to be illegal or unenforceable under the law as it is now or hereafter in effect, either Party will be excused from performance of such portion or portions of this AGREEMENT as shall be found to be illegal or unenforceable without affecting the remaining provisions of this AGREEMENT.
17.12 Exhibits Incorporated. All Attachments/Exhibits referenced in this AGREEMENT are incorporated into the AGREEMENT by this reference.
[SIGNATURES CONTINUED ON NEXT PAGE]
14 18. SIGNATURES
18.1 Each signatory and Party hereto hereby warrants and represents to the other Party that it has legal authority and capacity and direction from its principal to enter into this AGREEMENT, and that all resolutions or other actions have been taken so as to enable it to enter into this AGREEMENT.
CITY: CONTRACTOR:
By: ______________________________
René Bobadilla, City Manager
By: ______________________________
Eric Chaves, President
Date: _____________________________ Date: ____________________________ ATTEST:
____________________________________ ___________________ Fernando Muñoz, City Clerk Date
APPROVAL AS TO FORM:
____________________________________ ___________________ Rick Olivarez, City Attorney Date
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[SEE NEXT PAGE]
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ATTACHMENT B
Original and Third Amendment to Agreement Between the City of Covina and PCAM, LLC for the Professional Services Agreement for Transit Operations Services. [SEE NEXT PAGE]
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ITEM # 30
CITY OF SANTA FE SPRINGS
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Julio Morales, Director of Finance
SUBJECT: APPROVE PROFESSIONAL SERVICES AGREEMENT WITH VASQUEZ & COMPANY LLP FOR FINANCIAL AUDIT SERVICES
DATE: August 19, 2025
RECOMMENDATION:
It is recommended that the City Council:
1) Authorize the City Manager to execute a Professional Services Agreement with Vasquez & Company LLP for server upgrades required for Financial Audit Services in the amount of $227,694 through June 30, 2027; and
2) Authorize the City Manager, at their discretion, to execute extension options for Year 4 and Year 5 in an additional amount that shall not exceed $159,487; and 3) Take such additional, related, action that may be desirable.
FISCAL IMPACT
Vasquez & Company proposed a 3-year contract with two optional 1-year extensions.
The proposed fee of $62,000, plus a twenty (20) percent annual contingency. The annual fee increased by two (2) percent per annum.
The proposed fee in year one of $62,000 is less than the fee paid for FY 24-25 audit of $63,333 to our current auditor Clifton Larson Allen, LLP (CLA). The total cost of service over a 5-year period is not expected to exceed $387,181. The table below is a detailed breakdown which identifies the per fiscal year cost associated with the project:
CITY COUNCIL AGENDA REPORT – MEETING OF AUGUST 19, 2025
APPROVE PROFESSIONAL SERVICES AGREEMENT WITH VASQUEZ & COMPANY LLP