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HomeMy Public PortalAboutAgreement_2020-11-04 to 2022-11-04_Lisa Wise Consulting_Housing Element Updatelisa wise consulting, inc. planning economics implementation October 8, 2020 Transmittal To: Scott Reimers Interim Community Development Director City of Temple City 9701 Las Tunas Dr. Temple City, CA 91780 (626) 656-7316, ext. 4311 sreimers@templecity.us Re: Lisa Wise Consulting, Inc., Partially executed and notarized Agreement for Services for the Housing Element Update and CEQA Document, 2021-2029 RHNA Cycle Enclosed, please find 2 (two) copies of the Partially executed and notarized Agreement for Services (with wet signatures) for the Temple City Housing Element Update and CEQA Document for 2021-2029 RHNA Cycle. Please forward 1 (one) fully executed contract to: Lisa Wise Lisa Wise Consulting, Inc. 983 Osos Street San Luis Obispo, CA 93401 805.595.1345 Lisa Wise Consulting, Inc., 706 South Hill, 41100, I.os Angeles, CA 90014, www.Iisawiseconsultinq.com 805.595.1345 RIV 44838-6958-3880 v3 DRAFT 1/27/15 AGREEMENT FOR SERVICES By and Between THE CITY OF TEMPLE CITY, a municipal corporation and Lisa Wise Consulting, Inc. -1- AGREEMENT FOR SERVICES BETWEEN THE CITY OF TEMPLE CITY, CALIFORNIA AND LISA WISE CONSULTING, INC. This Agreement for Services ("Agreement") is entered into as of this fifth day of November 2020 by and between the City of Temple City, a municipal corporation ("City") and Lisa Wise Consulting, Inc. an ("Service Provider"). City and Service Provider are sometimes hereinafter individually referred to as "Party" and hereinafter collectively referred to as the "Parties." RECITALS A. City has sought, by request for proposals the performance of the services defined and described particularly in Section 2 of this Agreement. B. Service Provider, following submission of a proposal for the performance of the services defined and described particularly in Section 2 of this Agreement, was selected by the City to perform those services. C. Pursuant to the City of Temple City's Municipal Code, City has authority to enter into this Services Agreement and the City Manager has authority to execute this Agreement. D. The Parties desire to formalize the selection of Service Provider for performance of those services defined and described particularly in Section 2 of this Agreement and desire that the terms of that performance be as particularly defined and described herein. OPERATIVE PROVISIONS NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained here and other consideration, the value and adequacy of which are hereby acknowledged, the Parties agree as follows: SECTION 1. TERM OF AGREEMENT. Subject to the provisions of Section 20 "Termination of Agreement" of this Agreement, the Term of this Agreement is for two years commencing on the date first ascribed above. SECTION 2. SCOPE OF SERVICES & SCHEDULE OF PERFORMANCE. (a) Scope of Services. Service Provider agrees to perform the services set forth in pages 7 through 12 of Exhibit "A" "Response to Request for Proposal" (hereinafter, the "Services") and made a part of this Agreement by this reference. The City Manager RIV 44838-6958-3880 v3 _1_ is authorized to sign change orders to expand the scope to include the optional tasks in pages 11 and 12 of Exhibit "A." (b) Schedule of Performance. The Services shall be completed pursuant to the schedule specified on page 33 of Exhibit "A." Should the Services not be completed pursuant to that schedule, the Service Provider shall be deemed to be in Default of this Agreement. The City, in its sole discretion, may choose not to enforce the Default provisions of this Agreement and may instead allow Service Provider to continue performing the Services. SECTION 3. ADDITIONAL SERVICES. Service Provider shall not be compensated for any work rendered in connection with its performance of this Agreement that are in addition to or outside of the Services unless such additional services are authorized in advance and in writing in accordance with Section 26 "Administration and Implementation" or Section 28 "Amendment" of this Agreement. If and when such additional work is authorized, such additional work shall be deemed to be part of the Services. SECTION 4. COMPENSATION AND METHOD OF PAYMENT. (a) Subject to any limitations set forth in this Agreement, City agrees to pay Service Provider the amounts specified in the budget on page 34 of Exhibit "A" "Compensation" and made a part of this Agreement by this reference. The total compensation, including reimbursement for actual expenses, should not exceed eighty- five thousand dollars ($85,000). The City Manager may authorize increasing the scope of services to include the optional tasks found on pages 11 and 12 of Exhibit "A." The budget for the optional tasks shall not exceed thirty-five thousand dollars ($35,000). Additional compensation can be approved in writing in accordance with Section 26 "Administration and Implementation" or Section 28 "Amendment" of this Agreement. (b) Each month Service Provider shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month. The invoice shall detail charges by the following categories: labor (by sub -category), travel, materials, equipment, supplies, and subcontractor contracts. Subcontractor charges shall be detailed by the following categories: labor, travel, materials, equipment and supplies. If the compensation set forth in subsection (a) and Exhibit "A" include payment of labor on an hourly basis (as opposed to labor and materials being paid as a lump sum), the labor category in each invoice shall include detailed descriptions of task performed and the amount of time incurred for or allocated to that task. City shall independently review each invoice submitted by the Service Provider to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. In the event that no charges or expenses are disputed, the invoice shall be approved and paid according to the terms set forth in subsection (c). In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Service Provider for correction and resubmission. RIV #4838-6958-3880 v3 -2_ (c) Except as to any charges for work performed or expenses incurred by Service Provider which are disputed by City, City will use its best efforts to cause Service Provider to be paid within forty-five (45) days of receipt of Service Provider's correct and undisputed invoice. (d) Payment to Service Provider for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Service Provider. SECTION 5. INSPECTION AND FINAL ACCEPTANCE. City may inspect and accept or reject any of Service Provider's work under this Agreement, either during performance or when completed. City shall reject or finally accept Service Provider's work within sixty (60) days after submitted to City. City shall reject work by a timely written explanation, otherwise Service Provider's work shall be deemed to have been accepted. City's acceptance shall be conclusive as to such work except with respect to latent defects, fraud and such gross mistakes as amount to fraud. Acceptance of any of Service Provider's work by City shall not constitute a waiver of any of the provisions of this Agreement including, but not limited to, Section 16 "Indemnification" and Section 17 "Insurance." SECTION 6. OWNERSHIP OF DOCUMENTS. All original maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files and other documents prepared, developed or discovered by Service Provider in the course of providing the Services pursuant to this Agreement shall become the sole property of City and may be used, reused or otherwise disposed of by City without the permission of the Service Provider. Upon completion, expiration or termination of this Agreement, Service Provider shall turn over to City all such original maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files and other documents. If and to the extent that City utilizes for any purpose not related to this Agreement any maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files or other documents prepared, developed or discovered by Service Provider in the course of providing the Services pursuant to this Agreement, Service Provider's guarantees and warranties in Section 9 "Standard of Performance" of this Agreement shall not extend to such use of the maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files or other documents. SECTION 7. SERVICE PROVIDER'S BOOKS AND RECORDS. (a) Service Provider shall maintain any and all documents and records demonstrating or relating to Service Provider's performance of the Services. Service Provider shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, or other documents or records evidencing or relating to work, services, expenditures and disbursements charged to City pursuant to this Agreement. Any and all such documents or records shall be maintained in accordance with generally accepted accounting principles and shall be sufficiently complete and detailed so as to permit an RIV #4838-6958-3880 v3 -3- accurate evaluation of the services provided by Service Provider pursuant to this Agreement. Any and all such documents or records shall be maintained for three (3) years from the date of execution of this Agreement and to the extent required by laws relating to audits of public agencies and their expenditures. (b) Any and all records or documents required to be maintained pursuant to this section shall be made available for inspection, audit and copying, at any time during regular business hours, upon request by City or its designated representative. Copies of such documents or records shall be provided directly to the City for inspection, audit and copying when it is practical to do so; otherwise, unless an alternative is mutually agreed upon, such documents and records shall be made available at Service Provider's address indicated for receipt of notices in this Agreement. (c) Where City has reason to believe that any of the documents or records required to be maintained pursuant to this section may be lost or discarded due to dissolution or termination of Service Provider's business, City may, by written request, require that custody of such documents or records be given to the City. Access to such documents and records shall be granted to City, as well as to its successors -in -interest and authorized representatives. SECTION 8. INDEPENDENT CONTRACTOR. (a) Service Provider is and shall at all times remain a wholly independent contractor and not an officer, employee or agent of City. Service Provider shall have no authority 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 under this Agreement or is otherwise expressly conferred in writing by City. (b) The personnel performing the Services under this Agreement on behalf of Service Provider shall at all times be under Service Provider's exclusive direction and control. Neither City, nor any elected or appointed boards, officers, officials, employees or agents of City, shall have control over the conduct of Service Provider or any of Service Provider's officers, employees, or agents except as set forth in this Agreement. Service Provider shall not at any time or in any manner represent that Service Provider or any of Service Provider's officers, employees, or agents are in any manner officials, officers, employees or agents of City. (c) Neither Service Provider , nor any of Service Provider's officers, employees or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to City's employees. Service Provider expressly waives any claim Service Provider may have to any such rights. SECTION 9. STANDARD OF PERFORMANCE. Service Provider represents and warrants that it has the qualifications, experience and facilities necessary to properly perform the Services required under this Agreement in a thorough, competent and professional manner. Service Provider shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all RIV 144838-6958-3880 v3 -4- Services. In meeting its obligations under this Agreement, Service Provider shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing services similar to the Services required of Service Provider under this Agreement. In addition to the general standards of performance set forth this section, additional specific standards of performance and performance criteria may be set forth in Exhibit "A" "Scope of Work" that shall also be applicable to Service Provider's work under this Agreement. Where there is a conflict between a general and a specific standard of performance or performance criteria, the specific standard or criteria shall prevail over the general. SECTION 10. COMPLIANCE WITH APPLICABLE LAWS; PERMITS AND LICENSES. Service Provider shall keep itself informed of and comply with all applicable federal, state and local laws, statutes, codes, ordinances, regulations and rules in effect during the term of this Agreement. Service Provider shall obtain any and all licenses, permits and authorizations necessary to perform the Services set forth in this Agreement. Neither City, nor any elected or appointed boards, officers, officials, employees or agents of City, shall be liable, at law or in equity, as a result of any failure of Service Provider to comply with this section. SECTION 11. PREVAILING WAGE LAWS It is the understanding of City and Service Provider that California prevailing wage laws do not apply to this Agreement because the Agreement does not involve any of the following services subject to prevailing wage rates pursuant to the California Labor Code or regulations promulgated thereunder: Construction, alteration, demolition, installation, or repair work performed on public buildings, facilities, streets or sewers done under contract and paid for in whole or in part out of public funds. In this context, "construction" includes work performed during the design and preconstruction phases of construction including, but not limited to, inspection and land surveying work. SECTION 12. NONDISCRIMINATION. Service Provider shall not discriminate, in any way, against any person on the basis of race, color, religious creed, national origin, ancestry, sex, age, physical handicap, medical condition or marital status in connection with or related to the performance of this Agreement. SECTION 13. UNAUTHORIZED ALIENS. Service Provider hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et seq. as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Service Provider so employ such unauthorized aliens for the performance of the Services, and should the any liability or sanctions be imposed against City for such use of unauthorized aliens, Service Provider hereby agrees to and shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorneys' fees, incurred by City. RIV #4838-6958-3880 v3 - 5 - SECTION 14. CONFLICTS OF INTEREST. (a) Service Provider covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Service Provider's performance of the Services. Service Provider further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of the City Manager. Service Provider agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement. (b) City understands and acknowledges that Service Provider is, as of the date of execution of this Agreement, independently involved in the performance of non -related services for other governmental agencies and private parties. Service Provider is unaware of any stated position of City relative to such projects. Any future position of City on such projects shall not be considered a conflict of interest for purposes of this section. (c) City understands and acknowledges that Service Provider will, perform non - related services for other governmental agencies and private Parties following the completion of the Services under this Agreement. Any such future service shall not be considered a conflict of interest for purposes of this section. SECTION 15. CONFIDENTIAL INFORMATION; RELEASE OF INFORMATION. (a) All information gained or work product produced by Service Provider in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Service Provider. Service Provider shall not release or disclose any such information or work product to persons or entities other than City without prior written authorization from the City Manager, except as may be required by law. (b) Service Provider, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the City Manager or unless requested by the City Attorney of City, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered "voluntary" provided Service Provider gives City notice of such court order or subpoena. (c) If Service Provider, or any officer, employee, agent or subcontractor of Service Provider, provides any information or work product in violation of this Agreement, then City shall have the right to reimbursement and indemnity from Service Provider for any damages, costs and fees, including attorneys fees, caused by or incurred as a result of Service Provider's conduct. (d) Service Provider shall promptly notify City should Service Provider , its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for RIV 44838-6958-3880 v3 -6- admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed thereunder. City retains the right, but has no obligation, to represent Service Provider or be present at any deposition, hearing or similar proceeding. Service Provider agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Service Provider. However, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response. SECTION 16. INDEMNIFICATION. (a) Indemnification for Professional Liability. Where the law establishes a professional standard of care for Service Provider's services, to the fullest extent permitted by law, Service Provider shall indemnify, protect, defend and hold harmless City and any and all of its officials, employees and agents ("Indemnified Parties") from and against any and all liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including attorneys fees and costs, court costs, interest, defense costs, and expert witness fees) arise out of, are a consequence of, or are in any way attributable to, in whole or in part, any negligent or wrongful act, error or omission of Service Provider, or by any individual or entity for which Service Provider is legally liable, including but not limited to officers, agents, employees or sub -contractors of Service Provider, in the performance of professional services under this Agreement. (b) Indemnification for Other than Professional Liability. Other than in the performance of professional services and to the full extent permitted by law, Service Provider shall indemnify, protect, defend and hold harmless City, and any and all of its employees, officials and agents from and against any liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including attorneys fees and costs, court costs, interest, defense costs, and expert witness fees), where the same arise out of, are a consequence of, or are in any way attributable to, in whole or in part, the performance of this Agreement by Service Provider or by any individual or entity for which Service Provider is legally liable, including but not limited to officers, agents, employees or sub -contractors of Service Provider. (c) Indemnification from Subcontractors. Service Provider agrees to obtain executed indemnity agreements with provisions identical to those set forth in this section from each and every subcontractor or any other person or entity involved by, for, with or on behalf of Service Provider in the performance of this Agreement naming the Indemnified Parties as additional indemnitees. In the event Service Provider fails to obtain such indemnity obligations from others as required herein, Service Provider agrees to be fully responsible according to the terms of this section. Failure of City to monitor compliance with these requirements imposes no additional obligations on City and will in no way act as a waiver of any rights hereunder. This obligation to indemnify and defend City as set forth herein is binding on the successors, assigns or heirs of Service Provider and shall survive the termination of this Agreement or this section. RIV #4838-6958-3880 v3 _7 - (d) Limitation of Indemnification. Notwithstanding any provision of this section to the contrary, design professionals are required to defend and indemnify the City only to the extent permitted by Civil Code Section 2782.8, which limits the liability of a design professional to claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the design professional. The term "design professional," as defined in Section 2782.8, is limited to licensed architects, licensed landscape architects, registered professional engineers, professional land surveyors, and the business entities that offer such services in accordance with the applicable provisions of the California Business and Professions Code. (e) City's Negligence. The provisions of this section do not apply to claims occurring as a result of City's sole negligence. The provisions of this section shall not release City from liability arising from gross negligence or willful acts or omissions of City or any and all of its officials, employees and agents. SECTION 17. INSURANCE. Service Provider agrees to obtain and maintain in full force and effect during the term of this Agreement the insurance policies set forth in Exhibit "C" "Insurance" and made a part of this Agreement. All insurance policies shall be subject to approval by City as to form and content. These requirements are subject to amendment or waiver if so approved in writing by the City Manager. Service Provider agrees to provide City with copies of required policies upon request. SECTION 18. ASSIGNMENT. The expertise and experience of Service Provider are material considerations for this Agreement. City has an interest in the qualifications and capability of the persons and entities who will fulfill the duties and obligations imposed upon Service Provider under this Agreement. In recognition of that interest, Service Provider shall not assign or transfer this Agreement or any portion of this Agreement or the performance of any of Service Provider's duties or obligations under this Agreement without the prior written consent of the City. Any attempted assignment shall be ineffective, null and void, and shall constitute a material breach of this Agreement entitling City to any and all remedies at law or in equity, including termination of this Agreement pursuant to Section 20 "Termination of Agreement." City acknowledges, however, that Service Provider, in the performance of its duties pursuant to this Agreement, may utilize subcontractors. SECTION 19. CONTINUITY OF PERSONNEL. Service Provider shall make every reasonable effort to maintain the stability and continuity of Service Provider's staff and subcontractors, if any, assigned to perform the Services. Service Provider shall notify City of any changes in Service Provider's staff and sub -contractors, if any, assigned to perform the Services prior to and during any such performance. SECTION 20. TERMINATION OF AGREEMENT. RIV #4838-6958-3880 v3 -8- (a) City may terminate this Agreement, with or without cause, at any time by giving thirty (30) days written notice of termination to Service Provider. In the event such notice is given, Service Provider shall cease immediately all work in progress. (b) Service Provider may terminate this Agreement for cause at any time upon thirty (30) days written notice of termination to City. (c) If either Service Provider or City fail to perform any material obligation under this Agreement, then, in addition to any other remedies, either Service Provider, or City may terminate this Agreement immediately upon written notice. (d) Upon termination of this Agreement by either Service Provider or City, all property belonging exclusively to City which is in Service Provider's possession shall be returned to City. Service Provider shall furnish to City a final invoice for work performed and expenses incurred by Service Provider, prepared as set forth in Section 4 "Compensation and Method of Payment" of this Agreement. This final invoice shall be reviewed and paid in the same manner as set forth in Section 4 "Compensation and Method of Payment" of this Agreement. SECTION 21. DEFAULT. In the event that Service Provider is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Service Provider for any work performed after the date of default. Instead, the City may give notice to Service Provider of the default and the reasons for the default. The notice shall include the timeframe in which Service Provider may cure the default. This timeframe is presumptively thirty (30) days, but may be extended, though not reduced, if circumstances warrant. During the period of time that Service Provider is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. In the alternative, the City may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Service Provider does not cure the default, the City may take necessary steps to terminate this Agreement under Section 20 "Termination of Agreement." Any failure on the part of the City to give notice of the Service Provider's default shall not be deemed to result in a waiver of the City's legal rights or any rights arising out of any provision of this Agreement. SECTION 22. EXCUSABLE DELAYS. Service Provider shall not be liable for damages, including liquidated damages, if any, caused by delay in performance or failure to perform due to causes beyond the control of Service Provider. Such causes include, but are not limited to, acts of God, acts of the public enemy, acts of federal, state or local governments, acts of City, court orders, fires, floods, epidemics, strikes, embargoes, and unusually severe weather. The term and price of this Agreement shall be equitably adjusted for any delays due to such causes. SECTION 23. COOPERATION BY CITY. All public information, data, reports, records, and maps as are existing and available to City as public records, and which are necessary for carrying out the Services RIV 44838-6958-3880 v3 _9_ shall be furnished to Service Provider in every reasonable way to facilitate, without undue delay, the Services to be performed under this Agreement. SECTION 24. NOTICES. All notices required or permitted to be given under this Agreement shall be in writing and shall be personally delivered, or sent by telecopier or certified mail, postage prepaid and return receipt requested, addressed as follows: To City: City of Temple City Attn: City Manager 9701 Las Tunas Dr. Temple City, CA 91780 To Service Provider: Lisa Wise Consulting, Inc. 706 South Hill Street, Suite 1100 Los Angeles, CA 90014 Notice shall be deemed effective on the date personally delivered or transmitted by facsimile or, if mailed, three (3) days after deposit of the same in the custody of the United States Postal Service. SECTION 25. AUTHORITY TO EXECUTE. The person or persons executing this Agreement on behalf of Service Provider represents and warrants that he/she/they has/have the authority to so execute this Agreement and to bind Service Provider to the performance of its obligations hereunder. SECTION 26. ADMINISTRATION AND IMPLEMENTATION. This Agreement shall be administered and executed by the City Manager or his or her designated representative. The City Manager shall have the authority to issue interpretations and to make amendments to this Agreement, including amendments that commit additional funds, consistent with Section 28 "Amendment" and the City Manager's contracting authority under the Temple City Municipal Code. SECTION 27. BINDING EFFECT. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the Parties. SECTION 28. AMENDMENT. No amendment to or modification of this Agreement shall be valid unless made in writing and approved by the Service Provider and by the City. The City Manager shall have the authority to approve any amendment to this Agreement if the total compensation under this Agreement, as amended, would not exceed the City Manager's contracting authority under the Temple City Municipal Code. All other amendments shall be approved RIV #4838-6958-3880 v3 - 10 - by the City Council. The Parties agree that the requirement for written modifications cannot be waived and that any attempted waiver shall be void. SECTION 29. WAIVER. Waiver by any Party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any Party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision nor a waiver of any subsequent breach or violation of any provision of this Agreement. Acceptance by City of any work or services by Service Provider shall not constitute a waiver of any of the provisions of this Agreement. SECTION 30. LAW TO GOVERN; VENUE. This Agreement shall be interpreted, construed and governed according to the laws of the State of California. In the event of litigation between the Parties, venue in state trial courts shall lie exclusively in the County of Los Angeles, California. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in Los Angeles. SECTION 31. ATTORNEYS FEES, COSTS AND EXPENSES. In the event litigation or other proceeding is required to enforce or interpret any provision of this Agreement, the prevailing Party in such litigation or other proceeding shall be entitled to an award of reasonable attorney's fees, costs and expenses, in addition to any other relief to which it may be entitled. SECTION 32. ENTIRE AGREEMENT. This Agreement, including the attached Exhibits "A" through "C", is the entire, complete, final and exclusive expression of the Parties with respect to the matters addressed therein and supersedes all other agreements or understandings, whether oral or written, or entered into between Service Provider and City prior to the execution of this Agreement. No statements, representations or other agreements, whether oral or written, made by any Party which are not embodied herein shall be valid and binding. SECTION 33. SEVERABILITY. If any term, condition or covenant of this Agreement is declared or determined by any court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions of this Agreement shall not be affected thereby and the Agreement shall be read and construed without the invalid, void or unenforceable provision(s). SECTION 34. CONFLICTING TERMS. RIV 44838-6958-3880 v3 Except as otherwise stated herein, if the terms of this Agreement conflict with the terms of any Exhibit hereto, or with the terms of any document incorporated by reference into this Agreement, the terms of this Agreement shall control. IN WITNESS WHEREOF, the Parties hereto have executed this Agreement on the date and year first -above written. ATTEST: Pei 1-K.A.4,0 Peggy <uo), City Clerk CONTRACTOR: By (Authorized Officer) Name: Lisa Wise Title. (2nd signatu Corporatiop By (Aut orize • Officer) CITY OF TEMPLE CITY Bryan Cook, City Manager APPROVED AS TO FORM: Greg •'y, City A •rney ired if Corporation, Incorporation or Limited Liability Name: Henry Pontarelli Title. Vice President, Secretary RIV #4838-6958-3880 v3 - 12 - NOTE: SERVICE PROVIDER'S SIGNATURES SHALL BE DULY NOTARIZED, AND APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO SERVICE PROVIDER'S BUSINESS ENTITY. RIV #4838-6958-3880 v3 - 13 - A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. ALL-PURPOSE ACKNOWLEDGMENT NOTARY FOR CALIFORNIA STATE OF CALIFORNIA COUNTY OF LOS ANGELES On () C o e 2 , 2024) before me, uate personally appeared IF KENNETH LEROY SILVA Notary Public • California San Luis Obispo County Commission 't 2302394 My Comm. Expires Sep 16, 2023 ame n v4 'a :. - uBCie. e.g. ane ioe, o ary 'u Name of Signer(s) who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. OPTIONAL Sdi ig a ure Nisrary ublic Though this section is optional, completing this information can deter alternation of the document or fraudulent reattachment of this form to an unintended document. CAPACIT(IES) CLAIMED BY SIGNER(S) Signer's Name: 1/c4 60/See Individual Coorr orate Officer'— / "e<idi£nri (' i.e.:, Partner(s) Title(s) Limited General Attorney -In -Fact Trustee(s) Guardian/Conservator Other: Signer is representing: Name Of Person(s) Or Entity(ies) DESCRIPTION OF ATTACHED DOCUMENT Tsirt Cori of '.tm/11 C 7-7 r46makisativT 4a1 S,f2v,t,ES Title or Type of Document Number Of Pages Date Of Document Signer(s) Other Than Named Above RIV #4838-6958-3880 v3 A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. ALL-PURPOSE ACKNOWLEDGMENT NOTARY FOR CALIFORNIA STATE OF CALIFORNIA cm - COUNTY OF LOS ANGELES ©LaI�c� , 20, , before C��` l �kivtf1 �1),) cf C On Date personally appeared re me, Name A d I Itle Ut (Nicer (e.g. "Jae oe, Notary Public") er-Cr Pook-6.(e \ CHERYL MERIL COMM. # 2333265 SAN FRANCISCO COUNTY> NOTARY PUBLIC-CALIFORNIAZ MY COMMISSION EXPIRES —s OCTOBER 03, 2024 Name of Signer(s) who proved to me on the basis of satisfactory evidence to be the n`( whose ) 6g/are subscribed to the within instrument and acknowledged to me tha /si i /ll ley executed the same inheritheir authorized paclt ies), and that by his/her/their si at ru e(s) on the instrument the ran(s); or the entity upon behalf of which the pCsori(.sfacted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS read and official se OPTIONAL Signature of Notary Public Though this section is optional, completing this information can deter alternation of the document or fraudulent reattachment of this form to an unintended document. CAPACIT(IES) CLAIMED BY SIGNER(S) Signer's Name: 6.4 64 Individual Corporate Officer V-C. c\- Title(s) Partner(s) Limited General Attorney -In -Fact Trustee(s) Guardian/Conservator Other: Signer is representing: Name Of Person(s) Or Entity(ies) DESCRIPTION OF ATTACHED DOCUMENT Title or Type of Document Number Of Pages Date Of Document Signer(s) Other Than Named Above RIV #4838-6958-3880 v3 DRAFT I/27/15 RIV #4838-6958-3880 v3 DRAFT 1/27/15 EXHIBIT "A" RESPONSE TO REQUEST FOR PROPOSAL A-1 EXHIBIT "A" CITY OF TEMPLE CITY, CA HOUSING ELEMENT UPDATE AND CEQA DOCUMENT RESPONSE TO REQUEST FOR PROPOSAL (RFP) FOR CONSULTANT SERVICES FOR HOUSING ELEMENT UPDATE AND CEQA DOCUMENT FOR THE 2021-2029 RHNA CYCLE SEPTEMBER 16, 2020 Prepared for: TEMPLE CITY Prepared by: LWC City of Temple City 9701 Las Tunas Dr. Temple City, CA 91780 Lisa Wise Consulting, Inc. 706 South Hill Street, Suite 1100 Los Angeles, CA 90014 www.lisawiseconsulting.com (805) 595-1345 Rincon Consultants, Inc 250 East 1st Street, Suite 1400 Los Angeles, CA 90012 (213) 788-4842 GIP( OF TEMPLE CITY I HOUSING ELEMENT UPDATE I ISA WISE (ONtilll [INN, IN(. September 16, 2020 City of Temple City Attn: Scott Reimers Interim Community Development Director 9701 Las Tunas Dr. Temple City, CA 91780 (626) 656-7316, ext. 4311 sreimers@templecity.us f r' RE: Request for Proposal - City of Temple City Housing Element Update and CEQA Document Mr. Scott Reimers, On behalf of our highly qualified and motivated team, we are pleased to submit our proposal to complete the 2021 - 2029 Housing Element Update and CEQA Document for Temple City. Lisa Wise Consulting, Inc.'s (LWC) resume features over 20 HCD-certified and adopted 4th and 5th Cycle Housing Element Updates and expertise in California State Housing legislation. We are also leading 6th Cycle Housing Element Updates in Long Beach, Woodland, and Santa Maria and familiar with new housing legislation and heightened obligations of this current cycle. With a staff of 19 urban planners, public policy analysts, and economics experts, LWC is capable of managing large, sophisticated projects but nimble enough to provide individualized attention to each client. Our team also includes Rincon Consultants, Inc. (Rincon), an employee -owned firm dedicated to creating clear, compliant environmental documentation and noticing. LWC has over 15 years of housing experience, with over 20 HCD-approved and adopted Housing Elements. Our team is currently engaged in three 6th Cycle projects. LWC is dedicated to resilient neighborhoods, vibrant corridors, and equitable access to housing. Rincon brings a staff of over 250 environmental science and land use planning professionals with experience on dozens of Housing Element updates providing clear, compliant CEQA documentation and review. We understand that Temple City is unique in its development patterns and that much of the City is built out. New housing opportunities will depend heavily on infill development. We also understand that the City's intent for this project is to comply with State housing law, facilitate the acceleration of appropriately scaled and priced housing production, and preserve housing units across all income levels. We are aware of the increased pressures of the 6th cycle, including higher Regional Housing Needs Assessment (RHNA) obligations, a commitment to more affordable housing, siting low-income housing in high -opportunity neighborhoods (AB 686), and restrictions on the eligibility of parcels that satisfy low-income RHNA targets (AB 1397). We have experience developing and implementing housing policies such as fair housing ordinances, inclusionary housing programs, density bonus programs, and strategies for accessory dwelling units (ADUs). To this end, our approach will leverage our decades of experience in Housing Element Updates LISA WISE CONSULTING, INC. HOUSING ELEMENT UPDATE I CITY Of TEMPLE CITY I iii and California housing law while prioritizing a close, communicative relationship with City staff to ensure a Housing Element Update that will satisfy HCD requirements and community needs. We are sensitive to the health risks associated with COVID-19 and vigilant about engaging a broad representation of the community. Our public engagement efforts will include webinars, video conferencing, phone interviews, public workshops, and hearings. As the President and CEO, I will be the Principal -in -Charge, ultimately responsible for the quality and timeliness of all deliverables and our adherence to the contract. I will work closely with David Bergman, our Director who brings over 25 years' experience in California housing and project management. David will act as Project Director, supporting our Project Manager, Kathryn Slama, who has dedicated her career to housing and zoning codes and led over a dozen Housing Element Updates. The LWC team also includes Karen Huynh, who has 10 years of public policy, social equity, and affordable housing experience. We appreciate the opportunity to work with Temple City and to produce a comprehensive and compliant 6th Cycle Housing Element Update. Our scope of services, commitment to transparency and communication, and deep experience of Housing Element updates will assure support from the community, adoption from the City Council, and HCD certification. We look forward discussing the proposal with you and will be happy to make refinements at the City's discretion. Sincerely, Lisa Wise, AICP, CPA (inactive) President, CEO Lisa Wise Consulting, Inc. lisa@lisawiseconsulting.com 805.595.1345 iv (ITY OF TEMPLE (ITY HOUSING ELEMENT UPDATE LISA WISE CONSULTING, INC. TABLE OF CONTENTS 01 Project Understanding and Approach Ot Scope of Services . . ••••••••••••• • • .2 03 Project Management Methods ..............1 04 Project Team ...........8 Firm Profile 8 Organization Chart 9 Key Staff Descriptions 10 05 Experience & List of References ..........13 List of References 25 06 Schedule. . . . . . . . . . . . . . . . . . . . . . 27 07 Budget . . . . . . ............. . . . . . . 28 APPENDIX:Resumes....................29 EISA WISE CONSULTING, INC IIOUSING ELEMENT UPDATE I (11Y OF TEMPLE (IlY I v This page intentionally left blank. Project Understanding and Approach 01 Project Understanding and Approach Project Understanding The City of Temple City (City) seeks assistance with the preparation of its 6th Cycle Housing Element Update (HEU). The HEU must be consistent with statewide housing statutes, as established by California Government Code Sections 65580 - 65589.11, and guidelines issued by the Department of Housing and Community Development (HCD), along with recent housing legislation. The HEU must also be consistent with other adopted elements of the City's General Plan and zoning code, as well as other City regulations, policies, and standards. This HEU will address the City's Regional Housing NeedsAssessment (RHNA) obligation, part of the total number of new housing units required to address existing needs and projected growth across all income levels. Based on Southern California Council of Government (SCAG) estimates and draft RHNA methodology, the City must plan for 2,183 RHNA units, including 977 very low- and low-income units. To accommodate this demand, LWC will work closely with the City to create an inventory of adequate vacant and underutilized sites, clearly demonstrating available capacity. If a shortfall is identified, LWC will develop recommendations on how to increase development capacity, such as new programs or General Plan and/or zoning amendments. Project Approach Our approach prioritizes working closely with the City to assess the potential for housing development and create an implementation plan that provides housing choices for current and future citizens. As outlined in our scope of work, LWC will identify the policies, strategies, and actions the City must undertake to facilitate the production and preservation of housing during the 2021-2029 planning period and meet the housing needs for all economic segments of the community. LWC is aware of and prepared for the heightened demands of this 6th Cycle as we are currently engaged in 3 Housing Element Updates and remain up-to-date in California housing law, such as: • Housing Crisis Act (SB330) • Affirmatively Furthering Fair Housing (AB686) • No Net Loss (SB 166) • Adequate Housing Element Sites (AB 1397) Our team has over 15 years of Housing Element experience. We have led over 20 adopted and HCD-certified Housing Element Updates. We achieved this success through compliance with State law and close collaboration with our clients and the HCD. Our approach will ensure a certifiable Housing Element by addressing all technical requirements and soliciting community feedback and support. We look forward to supporting the City to meet its obligations under state housing law while establishing policy that advances the community's vision. LISA WISE CONSULTING, INC, HOUSING ELEMENT UPDAI[ I CITY OF TEMPLE CITY I I Scope of Services Temple City Housing Element Update Scope of Services October 5, 2020 Task 1: Project Management and Coordination Task 11 Kick -Off Meeting Lisa Wise Consulting, Inc. (LWC) will prepare for and attend one kick-off meeting with City staff. The meeting objectives are to: • Establish project goals and objectives • Clarify RHNA, SCAG, and HCD processes and requirements • Refine the scope and clarify the roles and responsibilities of all parties involved • Identify major milestones and dates for intermediate deliverables • Establish communication expectations and coordinate procedures The meeting will be online via video or teleconference. Task 12 Data Collection LWC will identify and gather key information, reports, maps, and databases, as well as submit a data request to the City for relevant material that has not been previously compiled. Task 13 Project Management LWC will maintain a close working relationship with the City, through open and frequent email, phone, and videoconference communication. LWC will schedule regular conference calls with City staff to provide progress updates, gather feedback, and assure the work is accomplished in an effective and timely manner. Deliverables • Meeting agendas and summary notes with follow-up items • Refined project schedule documenting key milestones and deliverables for the project Task 2: TechnicalAssessment Task 21 Review Existing Plans and Policies LWC will review the City's current Housing Element, Annual Housing Element Progress Reports, General Plan, and other supporting materials as needed to gain insight and understanding of Temple City's housing progress and priorities. This review will include an evaluation of previous housing programs, policies, and incentives, as well as a summary of their effectiveness. LISA WISE CONSULTING, INC. HOUSING ELEMENT UPDATE I CITY OF TEMPLE CITY I 1 Task 2 2 Housing Needs Assessment In accordance with Government Code 65583(a), LWC will utilize available U.S. Census data and City data to analyze and update key population, housing, and employment characteristics and their implications to identify the City's specific housing needs and evaluate its housing conditions. LWC will establish the nature and extent of housing needs for Temple City including existing and projected housing needs and the housing needs of special groups. The needs assessment will also provide data to assist the City in meeting the State's Affirmatively Furthering Fair Housing goals. Key data characteristics include: • Demographics (e.g. age, race/ethnicity, employment projections) • Household type/size, age and income (by race and ethnicity) • Housing stock characteristics (e.g. type, vacancy, age/condition, and cost/affordability, including where households are most significantly impacted by costs) • Assessment of overcrowding and cost burden • Special Needs (e.g. large households, persons with disabilities) Task 2 3 Sites Inventory In accordance with Government Code 65583.2, LWC will prepare an inventory of land suitable for residential development, including vacant sites and sites having the potential for redevelopment. The inventory shall be used to identify sites that can be developed for housing within the planning period. LWC will work closely with staff to develop a parcel -level inventory of sites with near -term residential development potential at appropriate densities. The inventory must be adequate to accommodate the RH NA figures as provided by Southern California Association of Governments (SCAG). The assessment will also include an analysis of the availability of infrastructure for sites included in the inventory. This task assumes the City has adequate parcel -level GIS data (including APN, existing use, zoning, lot size, and assessor's data) available. As part of this task LWC will review recent multi -family project applications to determine realistic achievable densities to support the sites analysis. Task 2 4 Housing Constraints Assessment In accordance with Government Code 65583(a), LWC will conduct a constraints analysis. This analysis will differentiate between governmental constraints (such as land use, zoning, height, setbacks, and impact fees), non -governmental constraints (such as mortgage lending availability), and environmental constraints to inform decision makers on the most effective and appropriate policies to reduce constraints and facilitate housing production. Task 2 5 Housing Resources Assessment In accordance with Government Code 65583(a), LWC will identify housing resources, including programmatic, financial, and physical development opportunities. The analysis will include a review of funding sources for housing development and improvement, regulatory incentives for affordable housing and opportunities for energy conservation. 2 I CITY OF TEMPLE CITY I HOUSING ELEMENT UPDATE LISA WISE CONSULTING, INC. Scope of Services Task 2 6 Implementation Plan In accordance with Government Code 65583(a), LWC will produce an implementation plan that outlines policies and programs that will satisfy the housing goals and objectives of the City during the eight -year planning period. This plan provides actionable steps the City is already taking or will undertake to accommodate its housing need. Deliverables (to be incorporated into the draft Housing Element in Task 4.1).• • Review of existing housing policies • Housing needs assessment • Inventory of suitable residential sites • Constraints analysis • Assessment of housing resources • Implementation plan Task 3: Public Meetings Task 31 Community Presentations and Meetings LWC will lead two (2) public workshops during the development and review of the Housing Element. These events will be held as webinars with presentation material prepared by LWC. City Staff is anticipated to prepare meeting notifications and participate in the meetings in order address community member questions. Prior to the meetings, LWC will work with the City to develop an outreach strategy to clarify timing and objectives of the outreach efforts. Task 3 2 Meetings with Planning Commission and City Council LWC will provide support for City staff during meetings with the Planning Commission and City Council. LWC will facilitate: • One (1) study session with the Planning Commission and City Council • One (1) public hearing with the Planning Commission • One (1) public hearing with the City Council Deliverables • Meeting agendas, summaries, and presentations for community engagement meetings • Meeting presentation materials for Planning Commission and City Council meetings • Sample staff reports and resolutions from other jurisdictions EISA WISE CONSULTING, INC. HOUSING ELEMENT UPDATE 1 CITY OF TEMPLE CITY 13 Task 4: Housing Element Documents (2021-2029) Task 41 Prepare Draft Housing Element LWC will prepare a draft Housing Element in compliance with all applicable State and federal laws, including all supporting documents, tables, maps, charts, etc. Drafts will include: • Administrative Draft (PDF, Word) • Public Review Draft (PDF, Word) LWC will revise the draft Housing Element to incorporate comments from City staff and prepare a Public Review Draft. LWC assumes staff will submit a single set of non -conflicting comments for each draft. Task 4 2 Prepare Final Documents LWC will revise the Public Review Draft in response to feedback from HCD, City staff, the Planning Commission, and City Council and will prepare a draft Final Housing Element to present to the Planning Commission and City Council for adoption. LWC will make any revisions following adoption and submit the Final Housing Element to HCD for certification. Documents will include: draft Final Housing Element (to submit to HCD) (PDF, Word). Task 4 3 Coordination with HCD LWC will assist the City in achieving State certification of the Housing Element after adoption by City Council. LWC will work closely with HCD and the City to ensure that the City meets State requirements and will recommend modifications to the adopted Housing Element, if required to obtain certification. LWC will communicate with HCD throughout the project and during the review and approval period, ensuring thorough review and appropriate response to comments. Deliverables • Administrative Draft (PDF, Word) • Public Review Draft (PDF, Word) • Draft Final Housing Element (to submit to HCD) (PDF, Word) • Coordination and communication with HCD, including review meetings Task 5: CEQA Task 51 Background and Project Description Section 15164 of the California Environmental Quality Act (CEQA) Guidelines states that an addendum to a previously certified Environmental Impact Report (EIR) should be prepared if a proposed project incurs only minor technical changes that do not involve new significant effects or a substantial increase in the severity of previously identified significant effects. 4 I CITY OF TEMPLE CITY I HOUSING ELEMENT UPDATE USA WISE CONSULTING, INC. Scope of Services Rincon will participate in a kick-off meeting and a review of the proposed project against all previous CEQA documentation for the site to determine the appropriate CEQA review for the project. If an Addendum is the correct CEQA approach, Rincon will prepare an Introduction & Project Description as part of this task. This discussion provides a brief description of the project history and explains the relationship of this document to previous analyses. The Introduction provides a description of the required contents of an Addendum, and the Project Description will provide a clear discussion of the proposed project activities with respect to how they differ from the previously analyzed project, thereby facilitating an assessment of the difference in potential impacts that may occur. If it is determined that an Addendum is not the appropriate CEQA review for the project, Rincon will notify the City and provide a scope and cost estimate for an alternative CEQA review. Deliverables • Draft Introduction and Project Description and evaluation of CEQA approach (PDF, Word) Optional Tasks Task A 14`fiiliiif-oroduii*lili!ili[i(i, 1 1'v110iivA LWC will perform additional analysis as part of Task 2 Technical Assessment, as needed on a time and materials basis. This additional analysis may be related to any element of Task 2. However, areas which likely need additional support and assessment are: • Task 2.2 Needs Assessment- additional review and assessment of existing housing need, including special needs • Task 2.3 Site Inventory- additional analysis related to reuse of sites from 5th cycle and non -vacant sites • Task 2.4 Constraints- detailed analysis of non —governmental constraints • Task 2.6 Implementation Plan- additional coordination on policies and programs Deliverables • Additional technical analysis, to be incorporated into the Administrative Draft Housing Element Task B Additional Outreach LWC will participate in additional outreach events and activities, on a time and materials basis. LWC may also support the City in preparation of outreach materials (e.g flyers) and/or materials for website or social media posting. Potential outreach events could include: • Focus Group meetings, • Stakeholder interviews, and/or • Additional Planning Commission and/or City Council study sessions Deliverables • Participation in outreach events • Preparation of outreach and/or website materials LISA WISE CONSULTING, INC, HOUSING ELEMENT UPDATE I CITY OF TEMPLE CITY 15 Task C Additional Coordination with HCD LWC will participate in additional meetings/conference calls with HCD to facilitate review of draft Technical Analyses (Task 2), especially regarding an approved approach to demonstrate adequacy of sites to meet the City's RHNA. Deliverables • Coordination with HCD Task D ENS Addendum Rincon will prepare an Administrative Draft Addendum for review by City staff. In accordance with CEQA Guidelines, an Addendum should not provide extensive detail beyond that required for evaluation and review. The Administrative Draft Addendum will be in a memorandum format, and include the following content: • Introduction and Project Description: Work done in Task 5.1 will be incorporated. • Environmental Analysis: The environmental impact analysis characterizes potential impacts of the proposed project. This analysis will describe why the proposed project would not result in new or substantially more severe environmental impacts compared to those disclosed in the original and will provide justification as to why a subsequent IS- MND or EIR is not necessary for the proposed project. The Addendum will address each of the issues covered in the Final PEIR, comparing the impacts of the currently proposed project to the original proposal for the project site. As feasible, the difference in impacts between the current and original development planned for the project site will be quantified and compared to applicable thresholds of significance. • Summary & Conclusions: This section will provide determinations of the analysis of environmental impacts associated with the proposed project. This section will also describe how previously identified mitigation measures for the original project will be implemented under the proposed project to minimize or avoid potential impacts. Based upon present understanding of the proposed project, it is not anticipated that additional mitigation measures will be necessary. Deliverables • Administrative Draft and Final EIR Addendum (PDF, Word) 61 CITY OF TEMPLE CITY I HOUSING ELEMENT UPDATE LISA WISE CONSULTING, INC. Project Management Methods 03 Project Management Methods LWC is committed to delivering accurate, complete, and attractive work products on time and within budget. Our project management approach relies on systematic and hierarchical review of deliverables and real-time progress tracking. The use of online project management tools and our constant review and evaluation of project progress ensures that our staff has sufficient time and resources dedicated to each task and every aspect of the project. This comprehensive approach enables our team to complete work in a cost-efficient manner while ensuring a high level of performance. We rely on the following project management precepts: • Tiered system of review that ensures efficiencies and polished, complete deliverables. All deliverables, internal to LWC and from subconsultants, are reviewed by LWC project directors and project managers before delivery to the City. • Regular forecasting using BigTime, an online project management system, to track budget burn rate, level of task/subtask completion in real-time and to identify and schedule appropriate staff to appropriate tasks throughout the project. • Weekly progress benchmarking against timeline and expected budget with our project managers, principals, and business manager. • Actionable items, identified as a result of our review, forecasting, benchmarking, and communication with the client to correct or adjust any aspect of the project as needed. These steps are developed through close collaboration with the City through weekly or biweekly scheduled phone/video meetings, and email and phone communication between our project manager (Kathryn), the City and the consultant team. LWC uses BigTime, a powerful online time management and project management platform. LISA WISE CONSULTING, INC. HOUSING ELEMENT UPDATE I CITY OF TEMPLE LILY 17 Project Team 04 Project Team Firm Profile LWC LISA WISE CONSULTING, INC. LWC is an urban planning and economics firm that specializes in promoting strong pedestrian and transit -oriented neighborhoods and preparing feasible, equitable housing strategies and modern zoning codes that facilitate sustainable, well -designed places to live, work, and recreate. LWC has a strong resume in housing policy and implementation, land use economics, zoning code updates, real estate finance, and fiscal analysis, with a constant focus on community involvement and feasible implementation. LWC core capabilities: • Housing Policies, Affordable Housing, and Anti -Displacement Strategies • Zoning Ordinances, Development Codes, and Form -Based Codes • Specific Plans, Master Plans, and Community Plans • Market Analyses, Revitalization Strategies, and Financial Feasibility Studies • Public Engagement, Visioning, and Community Consensus Modeling LWC was founded in 2006 and has offices in Los Angeles, San Francisco, and San Luis Obispo. LWC is a Disadvantaged Business Enterprise (DBE) in California and Texas and a certified California Small Business Enterprise (SBE). RINCON CONSULTANTS, INC. Rincon is a multi -disciplinary environmental science, planning, and engineering consulting firm that provides quality professional services to government and industry. Rincon prides itself on the considerable depth of its staff. Our approach to projects is centered upon the development of well -designed and creative solutions that respond to our clients' specific needs in a cost-effective manner. Rincon has provided planning and environmental consulting services for communities throughout the state for over 25 years, including Housing Element and General Plan Updates. Our philosophy on all projects is to encourage early agency and public input, and to develop and maintain close communication between the local lead agency, consultants, and other stakeholders as appropriate, to ensure technical adequacy and timely review of required project deliverables. This approach has enabled us to identify and avoid costly and time-consuming constraints early in the environmental review process and to minimize or avoid potential conflicts with funding deadlines, 8 I CITY OF TEMPLE CITY I HOUSING ELEMENT UPDATE LISA WISE CONSULTING, INC. Project Team Organization Chart • • • • • • • • • • • • • • • • • • • • • • • • TEMPLE CITY • Lisa Wise, AICP President, CEO Principal -In -Charge Jennifer Daugherty, AICP Senior Associate • • • • • • • • • Brenna Weatherby Senior Program Manager Stephen Svete, AICP, LEED, AP ND Principal Jason Montague Environmental Planner Kathryn Slama, Senior Associate 706 South Hill Street, Suite 1100 Los Angeles, CA 90014 kathryns@lisawiseconsulting.com 805.595.1345 I Office • • • • • • • • • • • • • • • LISA WISE CONSULTING, INC HOUSING ELEMENT UPDATE I MY OF TEMPLE (ITY 19 Project Team Key Staff Descriptions LISA WISE COI S flT'NNG, INC. I ISA WISM I AICP (PA 011(41 vP) PRFSIDF \ I, (ro As a certified planner, Lisa has over 30 years of professional experience in housing policy, zoning codes, economic development strategies, financial analysis and managing complex engagements. Lisa is considered a national expert on housing policy and code reform and presents on the topics regularly at State and National APA, League of California Cities, ULI and the New Partners for Smart Growth conferences. Lisa is adjunct faculty at the California Polytechnic State University in San Luis Obispo focusing on courses in housing and real estate finance. Lisa has been directly responsible for over 20 housing policy engagements, 34 code updates, 23 master and specific plans, and 35 economic projects. Lisa holds a Masters of City and Regional Planning degree from California Polytechnic State University, San Luis Obispo, a Masters in Accountancy from DePaul University in Chicago and a Bachelor of Science degree in Business Administration from University of Cincinnati. As the Owner and President of LWC, Lisa will be ultimately responsible for LWC's adherence to scope, budget, timeline and to the tenets of the contract. Lisa will work closely with David Bergman (Director) and Kathryn Slama (Project Manager) to guide LWC's approach and review and approval of final deliverables. DAVID BERGMAN I AICP DRAIN With over 25 years of experience, David has focused on community development, real estate and urban planning projects, with an emphasis on the formation and implementation of urban and regional development strategies, and public private - partnerships. David's strengths and expertise include public policy and alternatives analysis that balance economic feasibility, fiscal performance and community vision. He also brings an understanding of California Housing Law, earned working directly with California cities and counties on the identification and assessment of financing options for affordable housing, student and workforce housing and inclusionary housing, and strategies for improved jobs/housing balance and anti -displacement programs. As the Director of Planning for the City of South Pasadena, he oversaw the successful approval of the Citys first density bonus application and adoption of an Accessory Dwelling Unit (ADU) Ordinance, that was approved by the California Department of Housing and Community Development (HCD). David holds a Master of Geography and Urban Planning from the University of California, Los Angeles, and a Bachelor of Arts degree in Geography and Classical History from the University of Wisconsin in Madison. David will serve as Project Director, working closely with Kathryn Slama (Project Manager) and Karen Huynh (Associate) to set the framework for deliverables, contribute to technical analysis, review draft documents, and track project milestones and performance. David will develop the framework and method for research and reporting, sequencing of tasks, and outreach strategies. 10 ICILY OF TEMPLE (ITY I HOUSING ELEMENT UPDATE LISA WISE CONSULTING, INC. Project Team KATHRYN SIL.AMA I SENIOR ASSOCIATE Kathryn has over seven years of hands-on housing, zoning code, station area planning, and project management experience, and leads the team on housing policy, regulatory analysis, implementation strategies, and streamlined and compliant zoning codes. Kathryn has successfully led Housing Element Updates in Richmond, Livermore, Benicia, Arroyo Grande, Atascadero, Tehachapi, and Loomis. Kathryn also brings strong writing, public speaking and community engagement skills and has facilitated dozens of public workshops, steering committee meetings and hearings. She holds a Masters of City and Regional Planning degree from California Polytechnic State University, San Luis Obispo and a Bachelor of Arts degree in Environmental Studies from University of California, Santa Barbara. Role: As Project Manager, Kathryn will be responsible for day-to-day communication with the City and Rincon Consultants, Inc. She will work closely with David Bergman, Karen Huynh and LWC staff to conduct site analyses, and draft, review and edit the housing element. She will coordinate review and submittal to HCD. Kathryn will be responsible for ensuring deliverables are complete, accurate, and submitted on time and and within budget to meet and exceed client expectations. She will work with the LWC Business Manager to assure invoices are complete, correct, and timely. JENNIFER DAUGHERTY I AICP I SENIOR ASSOCIATE Jen brings over 13 years hands-on experience managing complex long-range planning, housing and economic development projects and assures that LWC deliverables are produced on time, within budget and exceed client expectations. Jen's resume showcases housing experience with strong economic development and fiscal impact assessment capabilities. She leads the LWC team in developing land use strategies for affordable housing, short term rental impact assessments and ordinances, market analysis, financial modeling, pro forma development, and fiscal impact analysis. Jen also has strong public engagement skills grounded in empathy, maintaining open lines of communication and assuring community feedback is reflected in final policies, programs and regulation. Jen combines her MBA and project management experience for a strategic and balanced approach to planning and the economics of land use. 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. Role: As Senior Associate, Jennifer will be responsible for research, analysis, and assuring accuracy and consistency of output from cost/benefit models. She will work closely with David, Kathryn, and Karen to make adjustments and edits where necessary and to complete all draft and final documents. KAREN HUYNH I ASSOCIATE Karen brings 10 years of experience to LWC in affordable housing, real estate finance, land use economics, and fiscal analysis. She has a deep understanding of local government program management, funding, and implementation. Her strengths include housing feasibility studies, market analysis, housing policy analysis as well as fiscal impactanalysis, developmentfeasibility, and communityengagementtechniques. She works closely with each client to deliver tailored research and recommendations aimed at creating more livable, accessible, equitable, and resilient places. Karen holds a Master of Public Policy degree from University of California, Berkeley, where LISA WISE CONSULTING, INC. HOUSING ELEMENT UPDATE I CITY OF TEMPLE CITY 111 Project Team she specialized in homelessness/housing policy and economic inequality and a Bachelor of Arts degree in Neuroscience from Columbia University. As Project Associate, Karen will work closely with Kathryn Slama to review and summarize archival documents, conduct socio-economic research and policy assessment, evaluate existing programs, prepare materials for outreach events, and develop draft reports, memos, and informative and attractive graphics. Karen will also be responsible for project file management and archiving. RINCON CONSULTANTS, INC. STEPHEN SVETE I AICP, FEED, AP ND PRINCIPAL Stephen Svete is a founding Principal at Rincon Consultants and served as the firm's President from 2000 to 2011. He currently oversees a range of urban planning and land use studies. He also works to develop approaches to community involvement and environmental analysis work. He has directed successful projects ranging from focused central city corridor revitalization studies to general plans and annexation studies in rural areas of California. Mr. Svete has developed an expertise in the area of active transportation, trails, and open space and recreation systems. He is a noted planning commentator, serving for 11 years as Contributing Editor to California Planning & Development Report. BRENNA WEATHERBY I SENIOR PROGRAM MANAGER Ms. Weatherby has extensive experience in the management of large scale development projects throughout the land use planning, design, and entitlement phases. She has led multidisciplinary consultant and developer teams while coordinating with City Staff, stakeholders and community groups to successfully gain discretionary project approvals. Ms. Weatherby has led strategic planning sessions and neighborhood forums and has worked with citizens to address issues and gain support for controversial projects. As an experienced land use planner, Ms. Weatherby is knowledgeable in land use planning, NEPA and CEQA regulations, and is skilled in the preparation of Zoning Ordinances, General Plans, Specific Plans, and CEQA-related documents. JASON MONTAGUE I ENVIRO MENTAL PLANNER Mr. Montague has experience in land use and environmental planning, entitlement processing, technical studies, and CEQA/NEPA documents. His planning experience includes work on the City of Vista Housing Element, the City of Carlsbad Housing Element, and the California State University, Fullerton Master Plan Update EIR. Mr. Montague also has previous planning experience with the Ventura County Planning Division working with the General Plan Update, Long- range Planning, Permit Administration, and Planning Programs teams. 121CITY OF TEMPLE CITY 1 HOUSING LLLMLNI UPDATE LISA WISE CONSULTING, INC. Experience & list of References 05 Experience & List of References Arroyo Grande Atascadero Benicia El Dorado Grover Beach King City Livermore Long Beach Loomis Monte Sereno Pacific Grove Pismo Beach Placer County Richmond Santa Maria Tehachapi Tulare Vallejo 4th & 5th 4th & 5th 4th & 5th 4th 4th 4th 5th 6th 3rd, 4th, & 5th 4th 4th 4th 4th 4th & 5th 6th 4th & 5th 4th 5th Atascadero, CA, Equity Sharing Ability to Pay Analysis and Criteria Austin, TX, Land Development Code Update Flagstaff, AZ, Zoning Ordinance Update Livermore, CA, Development Code Update and Form -Based Code Lompoc, CA, Zoning Ordinance Update Mammoth Lakes, CA, Affordable Housing Conceptual Land Use Plan Pismo Beach, CA, 360 Park Affordable Housing RFP Process Management Atascadero, CA, Housing Element Implementation Pismo Beach, CA, Housing Element Implementation Richmond, CA, Assessment and Development of Fair Housing Ordinances, Implementation of Priorities in the General Plan For over 14 years, LWC has worked with cities and counties to comply with State housing law and assure eligibility for planning and implementation funding, by: • Understanding the community vision; • Assessing local housing needs; Inventorying available sites for housing development; • Analyzing constraints to housing development; • Proposing programs to reduce constraints, if necessary, making additional sites available, and • Attaining HCD approval of the Housing Element Update, LWC has a thorough understanding of State housing law and has worked with over 15 jurisdictions on successful State certification in the 4th, 5th, and 6th (current) Housing Element cycles. LWC's approach to Housing Element Updates and housing policy prioritizes streamlining the approval process for housing development, facilitating housing affordability and enabling a di- versity of housing types that are consistent with the community vision and State Planning Priorities. LWC's approach also relies on substantive online and in -person public engagement with special interest groups, property and business owners, civic leaders, elected officials, City staff, and the housing community. LWC's housing resume also includes the assessment and development of Fair Housing Ordinances, Short Sale Provision for a Moderate -Income Affordable Housing Program and advising cities on the evaluation and selection of a development team to build affordable housing on a City -owned property. LWC has also developed inclusionary housing programs in Austin, TX, Flagstaff, AZ, Livermore and Lompoc, CA as part of our city-wide zoning ordinance update work. irri46b wAvie Sans 1A — - aw Mei 111111111 LISA WISE CONSULTING, INC. HOUSING ELEMENT UPDATE I MY OF TEMPLE (ITY 113 Experience & list of References 4th & 5th Cycle Housing Elements 4th Cycle Adopted by City Council, January 2011 Certified by HCD April 2011 5tt" Cycle Adopted by City Council, January 2015 Certified by HCD April 2015 4th Cycle - 2009 - 2011 5th Cycle - 2014 - 2015 4th Cycle - $53,130 5th Cycle - $22,740 Warren Frace (Former), Director, Community Development City of Atascadero (Current) Community Development Director City of Paso Robles Phone: 805-237-3970 Email: wfrace@prcity.com City of Atascadero 2014-2019 Housing Element Vacant Land Inventory Map • A LWC was hired by the City of Atascadero to prepare the 4th Cycle Housing Element for the 2007- 2014 planning period and the 5th Cycle Housing Element for 2015- 2023 period. Atascadero is a small, residential community with a growing downtown area located in Northern San Luis Obispo County. LWC worked closely with City Staff to identify opportunities and constraints given Atascadero's Regional Housing Needs Allocation (RHNA), approval by the Department of Housing and Community Development (HCD) and unanimous adoption by the City Council. LWC achieved community engagement objectives by facilitating a Public Workshop, Planning Commission Workshop and contacting over 25 local and regional housing related organizations to gather input on access to housing in the City. Groups include Habitat for Humanity, People's Self- help Housing, and Central Coast Commission for Senior Citizens and Transitions Mental Health. After assessing demographic and socio-economic conditions on rental and homeownership prices, LWC identified vacant, underutilized and redevelopable sites, and physical and environmental barriers to housing production. Based on these findings and the City's RHNA, LWC worked closely with the City and the community to create policies and programs aimed at meeting the housing needs of all income levels as well as special groups such as elderly, disabled, and single parents. LWC helped the city in developing clear policy and program language to demonstrate compliance with recently pertaining of'family', adopted legislation to the definition needs for person with developmental disabilities, and persons experiencing homelessness. LWC worked closely with City staff to submit draft documents to the Planning Commission and City Council and make revisions requested by HCD to ensure the 4th and 5th Cycle Housing Element Updates were certified by the State. 14 I (IN OF IEMPLE CITY I HOUSING EEEMENI UPDATE LISA WISE CONSULTING, INC. Experience & List of References LWC CITY OF LIVERMORE Housing Element Update, 5th Cycle Adopted and Certified in 2015 2014 - 2015 $41,000 Christine Rodrigues Assistant to the City Manager City of Livermore 1052 South Livermore Ave. Livermore, CA 94550 (925) 960-4410 cnrodrigues@ci.livermore. ca, us City of Livermore 2015 Housing Element Z Pepoedby City of Overmor • 1g01100100YLKIlUlq We:An., nee ere/ if .Yesenta Y re we Inv:eye Le • enesnie IOLYILKLY ti->m. re*. ran a.a noun..-.Y....+ nri every LL, try am+. ro.e... p>, f.-+--i a swf n,n-.n Cuy yu next Yee4ne •41..555.-.5a,. ten Yet, U..r..t of ,I one. ar,+. est.oLeon e. ern of r sew tun: lyy 1114 tr... le II teal .125.1 1350 lr el erele Me en 1.Y.F.60 NICK .van.-.. ,7.1....a ono e.... trvA «rain.-o+t-..4 Caw • .,C t. C. alen-. -0 ern, .-, reel P.n.en Yrem tints on Lt..ya.f en tkeny>,..-. e• fet [e .n.e.rt.ea..1r> SwonW,:elseLR:o� >v4f. LWC was hired by the City of Livermore to lead the 5th Cycle update to the Housing Element for the planning period 2015 through 2022. The goals, policies, and programs of the Housing Element are designed to reduce barriers to housing development of all types and facilitate and encourage creation and preservation of affordable housing. As part of the update, LWC assessed housing needs for all socio-economic classes in the community including special needs groups; evaluated performance and effectiveness of 4th cycle Housing Element policies and program; and identified housing resources, opportunities, and constraints. A key part of the constraints analysis was determining achievable densities to estimate City land capacity to accommodate projected growth and future housing demand. LWC was able to simplify layers of regulations, including form -based zoning standards, inclusionary policies, and density bonus program, to demonstrate the City has adequate sites to meet housing targets. LWC also worked to understand and clarify the City's growth management programs, including the "Housing Implementation Program (HIP)", ensuring the policies are not overly restrictive to housing production. The competitive HIP allocates a limited number of housing permits over a 3-year period to focus growth in certain areas, promote a variety of housing types, and ensure adequate infrastructure and services. Projects with affordable housing are given priority, and certain projects are exempt. LWC worked closely with the City and the State Department of Housing and Community Development (HCD) staff to ensure compliance with recently adopted state requirements and streamline review. The Housing Element complies with all State requirements, was adopted in March 2015, and certified by HCD in April 2015. Residential Sites Inventory 2015-22 Housing Element Update Cty L4nts - &isa NittboAwod Pbn Mlryovnaa tkyhtethood Plan Realistic Density (dwelling units/acre) I. 0.1.3.0 - 3.1-6.0 - 6.1- 18.0 18.1.30.0 - 30.1.62.0 LISA WISE CONSULTING, INC. HOUSING ELEMENT UPDATE I CITY OF TEMPLE CITY 115 Experience & Lisl of References LWC CITY OF [ONG BEACH Housing Element Update, 6th Cycle Ongoing 2020 - 2021 $927,000 Patricia Deifenderfer Advanced Planning Officer City of Long Beach 411 W. Ocean Blvd., 3rd Floor Long Beach, CA 90802 562-570-6261 patricia. diefenderfer@ longbeach.gov LWC is currently leading the development of a Housing Element Update for the City of Long Beach. With a population of over 460,000, Long Beach is the 7th largest city in California and represents a diverse and complex set of community conditions and overlapping land use regulations. The team has conducted four community -wide forums that introduced the project, provided an overview of local housing conditions, and solicited feedback on both the current housing element goals and potential policy solutions. In order to engage a broad representation of the community, 2 workshops were held in Spanish. In the preparation of the Housing Element Update, key tasks have included a GIS-driven site identification process that examined over 86,000 eligible parcels. This work was supported by a detailed analysis of opportunities at key development sites. Ongoing work includes evaluating constraints to housing production in the city and the preparation of policies and plan documents that will conform to the State of California's requirements for Housing Elements. Because of Long Beach's size and diversity, critical issues that are being considered include the need to affirmatively further fair housing and to identify enough suitable site for below -market rate housing in an already developed city. 16 I CITY OF TEMPLE CITY I HOUSING ELEMENT UPDATE I ISA WISE CONSUL IING, INC. Experience & List of References LWC c� AA ti) L'\),,(())\\.\\''I I:, Housing Element Update, 4th Cycle Adopted and Certified in 2011 2010 - 2011 $47,000 Sarah Hardgrave Senior Planner City of Pacific Grove 300 Forest Avenue 4th Floor Pacific Grove, CA 93950 (831) 648-3188 shardgrave@ci.pg.ca.us .....4.4„/ ..,,,lr .."11)911A1i � 1114•0••,1 - LWC was retained by the City of Pacific Grove to update the City's Housing Element for the planning period from July 2007 to June 2014. LWC worked closely with City Staff to craft a Housing Element that complies with State law and is tailored to Pacific Grove's unique characteristics. The Housing Element addresses the housing allocation from the current and previous (2000 to 2007) planning periods. Pacific Grove is a small City bordered by Pebble Beach, the City of Monterey, Monterey Bay, and the Pacific Ocean. There is no possibility of expansion and the City is nearly 100 percent built out, which created a challenge in meeting the housing allocations. The Housing Element relies on infill development including second units, potential reuse of underutilized sites, and a few vacant sites zoned for a mix of uses to meet the allocations. Pacific Grove has a distinctive character and a number of historic properties. The Housing Element includes policies and programs to preserve and enhance existing homes and create new housing opportunities in the downtown and Forest Hill areas. The Housing Element also outlines strategies for increasing the supply of affordable units such as an affordable housing overlay, flexible parking standards, and guidelines for mixed -use development. The Housing Element was adopted by City Council in May 2011 and certified by the State Department of Housing and Community Development in December 2011. LISA WISE CONSULTING, INC. HOUSING ELEMENT UPDATE I CITY OF TEMPLE CITY I 17 Experience & Lisl of References LWC thL Housing Element Update, 4th and 5th Cycle 4th Cycle- Adopted and Certified in November 2012 5th Cycle- Adopted in May and Certified in June 2015 4th Cycle- March - November 2012 5th Cycle- March - June 2015 4th Cycle $28,000 5th Cycle $35,000 Lina Velasco Director of Planning and Building Services City of Richmond 450 Civic Center Plaza Richmond, CA 94804 (510) 620-6706 Lina Velasco@ci.richmond. ca. us Seifel Consulting (partner on the 4th Cycle) 11ICIIMONI) RICHMOND HOUSING ELEMENT WORKSHOP Thursday, Jun. 111, 2012, 41.00400 PM City Council Chambers 440 Cr.c Cenbr Para R<r lord CA 94404 Co.... Min to. pin Rkh.and'. housing W+ra Old poNd al T•e Magog, Om. n ...mod 1eMoe ham, r•. .•.•s rr.., ear., U. .1e••e••• • .slim ea pot.. POI O. Io.e Mow.. oo T•. ws..vd1 Waa o.•...e r...r e •.as•• a •,:...,.->w A tawny roe. ro+•w-. Niassm. rdu• 1•,,w •d <p•!n• .•••r)Mh.•^/.r v. MIA woClwanw 1. W I ,T- me. ore vKAINV Owe T ..�.". *MP.c.... n r. 00 e++ v. ;`_. LWC was hired by the City of Richmond to update its 4th Cycle and 5th Cycle Housing Elements (HEU). The City of Richmond has a history of working hard to provide equitable housing opportunities and protect its most vulnerable residents. LWC worked closely with the City to review and update housing goals, policies, and programs in response to community input received through public workshops, small group interviews with community housing advocates, and public hearings. A major element of the 4th Cycle Housing Element update was an expanded outreach program focused on primary housing issues, such as foreclosures, development of a Community Land Trust, rent control, blight, and inclusionary housing requirements. LWC worked quickly to address HCD comments on the draft 4th Cycle Housing Element, prioritizing an updated vacant land inventory, and O.rnnl Plus 1111 Land Use Designations 1 1 Hn • IIlid. It.+1.44 gs a C1 u• Le. Dwarf ln4e.ld(SIS Ohm) I.. 1ut•UddueOm* Solar►r(1040 (Vow) 1_17) NW • Ketti orleodaemdua. (a 10elf sot) RIM • Maim Dimly Wed Maps) (tss)ohm) r 1 GM • lkduss twwyweeUse cs soai as) �1 IaiIU • Lledr. YMut, Abed We CIS dim* IWJ • Hpr IA.rmq Mud OH PaikekfAlrCxeM (1tS ahae) RCW • &gland CornrW Mod Ur* SO Pisa.) LW tANNa►OS00 (—i SU•tuintie pHMdvAW II liNG • aYsw W Wrdaace.m.chl A0•Ap40k,A 02 Aran.) PR. ?NU rd R.awm PI. Pak, CrAM., rd uslsAam GOALS. POLICIES & PROGRAMS • Programs crafted for Richmond's specific needs • Identifies timeframes & responsibility • Refinement of existing programs Main prepared an element that meets State requirements. LWC also made recommendations to update City's Zoning Code to be in compliance with recently adopted Senate Bill 2 (SB2) related to transitional and supportive housing and emergency shelters. For the 5th Cycle, LWC built on work done for the 4th Cycle to develop an efficient two -month update timeline, only updating components of the 4th cycle that were out of date, such as the vacant land inventory and needs assessment, as well as ensure additional outreach in compliance with State law. LWC supported the City through close coordination with HCD on deadlines and progress. The 4th Cycle HEU was adopted by the City and certified by the Department of Housing and Community Development (HCD) in November of 2012 and the 5th Cycle HEU was adopted and certified in June of 2015. .7 IMO t es _T1fE`t I t ^.Il s. _ _� != r _ Ar ft•'II 1iA- u,t r.l I. Llt 'I lit � it - r r�' c o, b i 117 Wit 11,; ti a' 7.. ' •• II 9, j• tires• 11 it aw �' 111' • Ais � 4 ms lip ,.NI it: Ivie .• Biel U llnErll II II II 1 ;ro • ■ _ � 1(t Ifi"' '11. • as a�1_ •i --_ !`•. � —s • , 1t 1 Titi at: i') tlal Itif#4 ^A �.. ���'` • .1111 I111;Ii1111!;H 1111. L. • ems._ 18 I CITY OF TEMPLE (11Y I HOUSING ELEMENT UPDATE LISA WISE CONSULTING, IN(. Experience & List of References LWC CITY OF TEHAthAI Housing Element Update, 4th and 5th Cycle 4th Cycle Certified June 2014 5th Cycle Certified December 2015 4th Cycle- 2012 - 2014 5th Cycle- 2015 - 2015 5th Cycle $29,092 4th Cycle $23,940 Jay Schlosser Development Services Director City of Tehachapi 115 S. Robinson St. Tehachapi, CA 93561 (661) 822-2200 x 115 jschlosser@ tehachapicityhall. corn LWC was retained by the City of Tehachapi to prepare the to prepare the City's 4th and 5th Cycle Housing Elements. LWC worked closely with City Staff to craft a Housing Element that complies with State law and is tailored to Tehachapi's unique characteristics, opportunities, and constraints. Tehachapi is a small mountain town in southern California, located 35 miles south of Bakersfield. The goal of the Housing Element is to maintain the small town character while also conserving existing affordable housing; providing adequate housing sites; assisting in the development of affordable housing; removing constraints to housing development; and promoting equal housing opportunities. LWC worked analyzed the latest data on rental and homeownership prices to assess cost burden, performed a vacant and underutilized land survey to identify opportunity sites, and assessed physical and environmental barriers to housing production. Legend Areas with residential Areas without residential 11 Tehachapi City limit NMI Redevelopment Zone Vacant Residential Parcels - High Density Residential 11.1 Medium Density Residential Low Density Residential 1 Central Commercial i Estate Approved for Development After the 4th Cycle, the City adopted a new form -based zoning code that regulated form without providing maximum residential densities. A key challenge during the 5th Cycle update was adequately demonstrating to the State department of Housing and Community Development (HCD) that the City had adequate opportunity sites at minimum densities to accommodate their Regional Housing Needs Allocation for low -,very low-, and extremely low-income households. LWC, who also led the Code update, was able to translate the City's transect- based zoning regulations into effective densities, based on lot size, building typology, building massing and form standards, and parking requirements. LWC worked closely with City staff and HCD to submit draft documents and make revisions throughout the process to ensure adoption by City Council and certification by the State. LISA WISE CONSULTING, INC. HOUSING ELEMENT UPDATE I CITY OF TEMPLE CITY 119 Experience & List of References City of Carlsbad - Housing Element Update, General Plan Maintenance, and Environmental Review Client Information: Timeframe: January 2020 to Present Scott Donnell, Senior Planner Cost of Services: $698,085 City of Carlsbad 760-602-4618 I scott.donnell@carlsbadca.gov Rincon is assisting the City of Carlsbad in the preparation of their Housing Element Update, General Plan Maintenance, and associated environmental review services. The project kicked off in January 2020, with the initial priority of inventorying the existing, but underutilized, and available housing sites and conducting environmental constraints analyses for air quality, biological resources, cultural resources, GHG emissions, noise, and transportation. Rincon will play a significant role in public outreach and information management, as well as oversee the citizen housing advisory committee meetings. Rincon will review legislation including those related to environmental justice, GHG emissions, infill and affordable housing development, vehicle miles traveled, climate change adaptation and resiliency including threats from wildfire and sea level rise. We will then review other Carlsbad land use documents, to determine if additional amendments are necessary. We will prepare revisions to existing goals, policies, and actions, and propose new goals, policies, and actions, as appropriate. Rincon will also prepare a Supplemental EIR to address environmental impacts that have not already been addressed in the existing General Plan EIR. 20 I CITY OF TEMPLE CITY I HOUSING EEEMENI UPDATE LISA WISE CONSULTING, INC. Experience & List of References City of Lompoc - General Plan Update and EIR Client Information: Brian Halvorson, Planning Manager City of Lompoc 100 Civic Center Plaza Lompoc, California 93438 805-875-8228 I bhalvorson@ci.lompoc.ca.us Timeframe: Completed in 2015 Cost of Services: $908,500 Rincon prepared a comprehensive update of the City of Lompoc General Plan. The General Plan Update addresses the community's vision for development during the planning horizon and implemented the programmatic direction of the city's Housing Element at a policy level. The General Plan Land Use Element and Circulation Element Updates focused on the implementation of programs from the Housing Element Update to satisfy State affordable housing standards and on the potential physical expansion of the city in four locations. A Program EIR was prepared to evaluate the intensification of residential development in the city as a result of implementation of these programs. Following completion of the Land Use Element, Circulation Element, and Housing Element Updates and Program EIR, Rincon updated the remaining General Plan Elements, including Conservation and Open Space, Noise, Safety, Parks and Recreation, Public Services, and Urban Design, and prepared a Supplemental EIR. The Housing Element Update contained an updated Housing Plan, Community Profile, Needs Assessment, and Housing Constraints Analysis. LISA WISE CONSULTING, INC. HOUSING ELEMENT UPDATE 1 CITY OF TEMPLE CITY 1 21 Experience & Iist of References City of Los Angeles - Citywide General Plan Framework EIR Addendum Client Information: Matthew Glesne Housing Planner City of Los Angeles 201 N Figueroa Street, #4 Los Angeles, California 90012 213-978-2666 Timeframe: Ongoing (June 2017 - present) Cost of Services: $450,245 Rincon prepared an addendum to the Los Angeles Citywide General Plan Framework for the City's 2013-2021 Housing Element Update. The addendum included analysis to demonstrate that the growth forecasts contained in the 1996 Framework EIR remained valid and that the Housing Element would not involve any additional development outside these forecasts. Consequently, it was determined that these new projects did not result in new significant impacts or substantially increase the significance of impacts previously identified in the 1996 FEIR and as such, an addendum to that EIR was the appropriate CEQA document. 22 CITY OF TEMPLE CITY HOUSING ELLMENI UPDATE LISA WISE CONSULTING, INC. Experience & Lisl of References City of Malibu - 2008-2014 Housing Element EIR Client Information: Bonnie Blue, AICP Planning Director City of Malibu 23825 Stuart Ranch Road Malibu, California 90265 310-456-2489 Timeframe: April 2012 to October 2013 Cost of Services: $123,000 Rincon prepared an EIR examining Malibu's proposed 2008-2014 Housing Element. The Housing Element established programs, policies and actions to further the goal of meeting the City's existing and projected housing needs. It also identified three candidate sites for rezoning that would enable the City to meet its affordable housing requirements under the Regional Housing Needs Assessment (RHNA). The EIR included a conceptual analysis of citywide land use policies as well as site specific analyses of each of these three rezone sites and four alternative sites. Key EIR issues included traffic, biological resources, geologic hazards, and aesthetics. LISA WISE CONSULTING, INC. HOUSING ELEMENT UPDATE I CITY OF TEMPLE CITY 123 Experience & List of References City of Seaside - Housing Element Update (IS/MND) Client Information (Subconsultant to Veronica Tam and Associates): Gloria Stearns, Director of Community Development City of Seaside 400 Harcourt Avenue Seaside, CA 93955 831-899-6830 I GStearns@ci.seaside.ca.us Timeframe: June 2016 to December 2019 Cost of Services: $39,589 Rincon assisted the City of Seaside with the preparation of an IS-MND for their 5th Cycle Housing Element Update. While not complicated from and environmental perspective, the General Plan growth forecast became the subject of litigation, significantly delaying the General Plan/Housing Element adoption process. To move forward with the Housing Element so the City would be eligible for SB 2 grants, the Housing Element was revised to rely on the current General Plan (instead of the proposed General Plan) for the Regional Housing Needs Allocation. The Element was also updated to reflect the changes in Housing Element requirements due to the 2017 and 2018 housing bills. 24 I (11Y OF TEMPLE (IIY I HOUSING ELEMENT UPDATE IISA WISE CONSULTING, INC. Experience & List of References List of References CISA WISE CONSULTING, INC City of Arroyo Grande Housing Element Update, 4th and 5th Cycle Teresa McClish Community Development Director (former) City of Arroyo Grande Special Projects Manager (current) City of San Luis Obispo (805) 783-7840 tmcclish@slocity.org City of Atascadero Housing Element Update, 4th and 5th Cycle Warren Frace Community Development Director (former) City of Atascadero Community Development Director (current) City of Paso Robles (805) 237-3970 wfrace@prcity.com City of Livermore Housing Element Update, 5th Cycle Christine Rodrigues Assistant to the City Manager (925) 960-4410 cnrodrigues@ci.livermore.ca.us City of Long Beach Housing Element Update, 6th Cycle Patricia Deifenderfer Advanced Planning Officer (560) 570-6261 patricia.diefenderfer@longbeach.gov City of Pacific Grove Housing Element Update, 4th and 5th Cycle Sarah Hardgrace Senior Planner (831) 648-3188 shargrave@ci.pg.ca.us City of Richmond Housing Element Update, 4th and 5th Cycle Lina Velasco Director of Planning and Building Services (510) 620-6706 lina_velasco@cisichmond.ca.us City of Tehachapi Housing Element Update, 4th and 5th Cycle jay Schlosser Deverlopment Services Director (661) 822-2220 x 115 jschlosser@tehachapicityhall.com LISA WISE CONSULTING, INC. HOUSING ELEMENT UPDATE 1 (IlY OF TEMPLE (ITY 1 25 ExpeiienKe & fisf of References RINCON CONSULTANTS, INC City of Carlsbad Housing Element Update and General Plan Maintenance Scott Donnell Senior Planner (760) 602-4618 scott.donnell@carlsbadca.gov City of Lompoc General Plan Update and EIR Brian Halvorson Planning Manager (805) 875-8228 bhalvorson@ci.lompoc.ca.us City of Los Angeles Citywide General Plan Framework EIR Addendum Matthew Glesne Housing Planner (213) 978-2666 City of Malibu 2008-2014 Housing Element EIR Bonnie Blue, AICP Planning Director (310) 456-2489 City of Seaside Housing Element Update (IS/MND) Gloria Stearns Director of Community Development (831) 899-6830 gsterns@ci.seaside.ca.us 26I (IIY OE TEMPLE CITY I HOUSING ELEMENT UPDATE LISA WISE CONSULTING, INC. Schedule 06 Schedule City of Temple (jrh Housing Element Update Project Timeline September 16, 2020 Task 1: Project Management and Coordination 1.1 Kick -Off Meetings 1.2 Data Collection 1.3 Project Management i ask 2: Technical Assessment 2.1 Review Existing Plans and Policies 2.2 Housing Needs Assessment 2.3 Sites Inventory 2.4 Housing Constraints Assessment 2.5 Housing Resources Assessment 2.6 Implementation Plan ask 3: Public Meetings 3.1 Community Presentations & Meetin : s 3.2 Meetings with PC and CC Task 4: Housing Element Documents (2021-2029) 4.1 Prepare Draft Housing Elements 4.2 Prepare Final Documents 4.3 Coordination with HCD Task 5: CEQA 5.1 Background and Project Description LISA WISE CONSULTING, IN(. 2020 2021 N D JIMA M 1 1 A S ON D __) 1 Study Session P( Hearing (( Hearing in. Draft •-1Public Review Draft to H(D 60•Day Review Period Final Housing Element Adoption IM Consultant Work ♦ Product Public Hearing HOUSING ELEMENT UPDATE I CITY OF TEMPLE CITY 127 Lisa Wise Consulting, Inc. Budget: Temple City 6th Cycle Housing Element Update [DRAFT] Temple City, CA 6th Cycle Housing Element Update Task 1 Project Management and Coordination 1.1 Kick -Off Meeting 1.2 Data Collection 1.3 Project Management Task 2 Technical Assessment 2.1 Review Existing Plans and Policies 2.2 Housing Needs Assessment 2.3 Sites Inventory 2.4 Housing Constraints Assessment 2.5 Housing Resources Assessment 2.6 Implementation Plan Task 3 Public Meetings 3.1 Community Presentations and Meetings (2) 3.2 Meetings with Planning Commission and City Council (3) Task 4 Housing Element Documents (2021-2029) 4.1 Prepare Draft Housing Element 4.2 Prepare Final Documents 4.3 Coordination with HCD Task 5 CEQA 5.1 Background and Project Description TOTAL FEE Optional Tasks A Technical Analysis B Additional Outreach C Coordination with HCD D EIR Addendum LWC, Inc. Rincon LWC TOTAL RINCON TOTAL Hours Cost Hours Cost 12 $ 10 $ 48 $ 2,000 1,520 8,280 24 $ 3,760 32 $ 4,920 72 $ 11,620 38 $ 6,290 22 $ 3,450 27 $ 4,445 50 $ 8,170 28 $ 4,480 70 $ 11,210 38 $ 6,050 18 $ 3,290 12 $ 2,020 21 $ 3,470 501 $ 81,505 21 $ 3,470 56 $ 10,060 52 $ 8,860 21 $ 3,645 10 $ 1,660 77 $ 10,740 TOTAL FEE + OPTIONAL TASKS 640 $ 105,730 98 $ 14,210 APPENDIX: RESUMES LISA WISL AR» President, Owner As a certified planner and public accountant, Lisa has over 30 years of professional experience in land use planning, real estate finance, and the management of complex projects. Lisa is considered a national expert on housing policy and code reform, and presents on the topics regularly at State and National APA, League of California Cities, ULI and the New Partners for Smart Growth conferences, and has recently received the CNU Paul Crawford award for Excellence in Planning. Lisa is a part-time lecturer at the California Polytechnic State University in San Luis Obispo focusing on courses in housing and real estate finance. Lisa has been directly responsible for a breadth of large-scale projects that assess land use policy and economic performance and make recommendations for more vibrant and resilient communities. These include 20 housing elements, 23 master and specific plans, 34 code updates, 35 economic projects, and several inclusionary and employee housing studies. Prior to starting LWC in 2006, Lisa worked for land use planning firm Crawford, Multari & Clark Associates. From 1990 to 1999, Lisa was a Manager at PricewaterhouseCoopers (PwC), one of the "Big Four" international accounting, financial services and management consulting firms. At PwC, Lisa's responsibilities included managing large financial services engagements, building client relationships, mentoring staff, and teaching in-house classes. Relevant Project Experience; • Arroyo Grande, CA, Housing Element Update, 4th and 5th Cycle Atascadero, CA, Affordable Housing Short sale Policy, Housing Element Implementation and Housing Element 4th and 5th Cycle • Benicia, CA, Housing Element Update, 4th and 5th Cycle • Flagstaff, AZ, Zoning Ordinance Update Grover Beach, CA, Zoning Code Update, West Grand Avenue Masterplan, and 4th Cycle Housing Element Update • King City, CA, Housing Element, 4th Cycle • Livermore, CA, Development Code Update and 5th Cycle Housing Element Update • Loomis, CA, Housing Element Update 3rd, 4th and 5th Cycle • Malibu, CA, Zoning Code and Local Implementation Plan Update • Merced, CA, Bellevue Corridor Plan • Mesa, AZ, Form -Based Code and Regulating Plan • Petaluma, CA SMART Rail Station Areas: TOD Master Plan • Pismo Beach, CA, Housing Element, 4th Cycle • Richmond, CA, Livable Corridors Plan, South Shore Specific Plan, and 4th and 5th Cycle Housing Element Update • Vallejo, CA, Housing Element Update 5th Cycle • Tehachapi, CA, Housing Element Update 4th and 5th Cycle LWC California Polytechnic State University San Luis Obispo, CA, Adjunct Faculty, 2002 - Present Crawford, Multari & Clark Associates San Luis Obispo, CA, Professional Consultant, 2001 - 2006 San Luis Obispo County San Luis Obispo, CA, Staff Planner, 2000 - 2001 Governor's Office of Planning & Research Sacramento, CA, Intern, 1999 - 2000 PricewaterhouseCoopers, LLP New York, NY, Financial Services Manager, 1990 - 1999 California Polytechnic State University San Luis Obispo, CA, Master of City & Regional Planning, 2001 DePaul University Chicago, IL, M.S. Accountancy, 1990 University of Cincinnati Cincinnati, OH, B.S. Business Administration in Marketing & Finance, 1987 American Planning Association (APA) 2001 - Present Certified Public Accountant, 1991 Congress for New Urbanism 2003 - Present Paul Crawford Award for Excellence in Planning. 2017 Form -Based Code Institute Chair, 2015 - 2018; Treasurer, 2014 - 2015 Dean's Leadership Council California Polytechnic, School of Architecture 2018-Present I.ISA WISE CONSULTING, INC. HOUSING ELEMENT UPDATE I CITY OF TEMPLE CITY 129 With over 25 years of experience, David has focused on community development, real estate and urban planning projects, with an emphasis on the formation and implementation of urban and regional development strategies, and public private -partnerships. David's strengths and expertise include public policy and alternatives analysis that balance economic feasibility, fiscal performance and community vision. He also brings an understanding of California Housing Law, earned working directly with California cities and counties on the identification and assessment of financing options for affordable housing, student and workforce housing and inclusionary housing, and strategies for improved jobs/housing balance and anti -displacement programs. As the Director of Planning for the City of South Pasadena, he oversaw the successful approval of the City's first density bonus application and adoption of an Accessory Dwelling Unit (ADU) Ordinance, that was approved by the California Department of Housing and Community Development (HCD). David's commitment to client service centers around providing strategy alternatives based on market -driven research and consideration of local, regional and state law and precedent. His experience features large-scale mixed -use and urban infill developments, and planned communities. He has provided feasibility analysis and funding strategies across all major property sectors including residential, retail, office, industrial, hospitality, and institutional. Recent examples of David's work include: • Beverly Hills, CA, Fiscal Impacts • Coachella Music and Arts Festival, Marketing and Promotion Programs, and Economic Impacts • Long Beach, CA, 6th Cycle Housing Element Update and Housing Feasibility Study • Long Beach, CA, Low- and Moderate -Income Housing Site Analysis • Los Angeles, CA, Economic and Fiscal Impact Study, Los Angeles International Airport (LAX) • Pasadena, CA, General Plan Economics and Land Use Element San Diego, CA, Barrio Logan Affordable Housing Strategy San Fernando, CA, Workforce Housing Economic Analysis and Strategy Alternatives Santa Clarita, CA, General Plan Economics and Land Use Element Santa Maria, CA, 6th Cycle Housing Element Update, Market Analysis and Annexation Strategy Santa Rosa, CA, Jobs Housing Balance Study State of California General Services Division, Community College and Residential Master Plan Sun Cal, Anaheim, CA, Inclusionary Housing Strategy, Palatium Triangle LWC Metropolitan Research and Economics Santa Monica, CA, Principal, Director and Owner 2009 - 2020 City of South Pasadena, CA Director, Planning and Building 2018 - 2019 City of Santa Cruz, CA Manager of Special Projects, Economic Development 2014 - 2017 Economics Research Associates Los Angeles, CA, Principal 1996 - 2009 University of California Los Angeles, CA, Master of Arts, Geography Urban Planning University of Wisconsin Madison, WI, B.A., Geography and Classical History University of Southern California School of Architecture, 2016 - 2019 Southern California Institute of Architecture 2001 - 2016 University of Michigan School of Architecture, 2009 - 2010 30 I (IlY 01 IEMPLE (ITY I HOUSING ELEMENT UPDATE I.ISA WISE CONSULTING, INC. KATHRYN SIA1A Senior Associate Kathryn has over seven years of hands-on housing, zoning code, station area planning, and project management experience, and is the Senior in charge of LWC's Los Angeles office. Kathryn leads the team on detailed policy and regulatory analysis, formulation of implementation strategies, housing policy, and streamlined and compliant zoning codes. Kathryn has worked with communities throughout California and across the country to reach consensus on priorities and develop strategies to clarify, streamline, and modernize development codes, with a focus on economic revitalization, resilience, and enabling well -designed places to live, shop, and do business. Kathryn was the project manager on over 12 LWC Housing Element Updates, with certification by the California Department of Housing and Community Development (HCD) and adoption by the cities. She has led several large-scale, complex development code projects from start to finish, on time and within budget in Fargo, ND, Alameda County, and Hayward CA. Kathryn holds a Masters of City and Regional Planning degree from California Polytechnic State University, San Luis Obispo, where she graduated at the top of her class and a Bachelor of Arts degree in Environmental Studies from University of California, Santa Barbara. Relevant Project Experience at LWC: • Alameda County, CA, Ashland Cherryland Business District Specific Plan Update and Code • Arroyo Grande, CA, Housing Element Update, 4th and 5th Cycle • Atascadero, CA, Housing Element Implementation, Housing Element Update, 4th and 5th Cycle • Austin, TX, Land Development Code Update • Benicia, CA, Housing Element Update, 4th and 5th Cycle • Hayward, CA, Downtown Specific Plan and Form -Based Code • Hayward, CA, Form -Based Codes Update • Hermosa Beach, CA, General Plan Update • Livermore, CA, Development Code Update,Housing Element Update • Lompoc, CA, Zoning Code Update • Long Beach, CA, Project Management Services • Loomis, CA, Housing Element Update, 5th Cycle • Pacific Grove, CA, Development Code Update • Richmond, CA, Housing Element Update, 4th Cycle • San Luis Obispo, CA, San Luis Ranch Specific Plan and Code • Tehachapi, CA, Housing Element Update, 4th and 5th Cycle • Tehachapi, CA, Zoning Ordinance Update and General Plan Consistency California Polytechnic State University San Luis Obispo, CA Teaching Assistant January 2013 - June 2013 City of Clearlake, CA Graduate Student Planner September 2012 - June 2013 City of Carpinteria, CA Graduate Student Planner March 2012 - June 2012 California Polytechnic State University San Luis Obispo, CA Master of City & Regional Planning University of California, Santa Barbara B.A., Environmental Studies American Planning Association (APA) 2011 - Present Cal Poly Graduate Student Planning Association 2011 -2013 LISA WISE CONSULTING, INC. HOUSING ELEMENT UPDATE I CITY OF TEMPLE CITY 131 JEN DAUGCaMTA:Cr Senior Associate Jen brings over 13 years' experience managing long-range planning and economic development projects with a focus on providing diverse housing alternatives and assuring deliverables exceed client expectations. Her career combines 5 years in the fast -paced consulting industry with 8 years as a Senior Planner at the Town of Mammoth Lakes which gives her a comprehensive perspective and balanced approach to planning and the economics of land use. Jen's has taken housing element updates, housing code and fee assessments, grant programs, and environmental review from start to finish. She has also been responsible for leading comprehensive code updates, specific plans, market analyses and economic and fiscal elements. Jen has strong public engagement skills grounded in empathy, maintaining open lines of communication and assuring community feedback is reflected in final policies, programs and regulation. She is an expert in tracking project performance, making adjustments where necessary and maintaining close and consistent communication with the client. Jen's recent project management experience includes leading a comprehensive code updates for the Cities of Lompoc, and Westerville OH and a Conceptual Land Use Plan for the Town of Mammoth Lakes which established a development program of 450 affordable units and opportunities for rental and ownership. 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: • Beaumont, CA, General Plan Update, Market Analysis, Fiscal Model, Code Update • Hayward, CA, Downtown Specific Plan Market Analysis • Livermore, CA, General Plan Land Use Conversion Fiscal Impact Analysis • Local Government Commission, Local Funding Guidebook • Lompoc, CA, Zoning Code Update • Long Beach, CA, Short Term Rental Ordinance • Mammoth Lakes, CA, 2014-2019 Housing Element Update • Mammoth Lakes, CA, General Plan Update • Marin County, CA, Code Amendments • Marin County, CA, Short Term Rental Ordinance • Morgan Hill, CA, Commercial Capacity Analysis Monterey Corridor • Morgan Hill, CA, Form Based Code Monterey Corridor • Paso Robles, CA, Beechwood Specific Plan • Rancho Cucamonga, CA, Pro Forma Development for the North Eastern Sphere Annexation Specific Plan Transfer of Development Rights Analysis • San Pablo, CA, Priority Development Area Implementation Plan • Tehachapi, CA, Oak Tree Village Specific Plan • UCSF, Comparative Financial Performance Analysis Infrastructure Alternatives • University of Hawaii Infrastructure Master Plan Financial Analysis • Vallejo, CA, Zoning Code Update • Westerville, OH, Zoning Code Update California Polytechnic State University San Luis Obispo, CA, Part-time Faculty, 2018 - Present 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 Indiana University Bloomington, IN, Master of Business Administration University of California, Santa Barbara B.A., Environmental Studies B.A., Geography American Institute of Certified Planners 2015 - Present American Planning Association 2013 - Present Association of Environmental Professionals 2013 - Present 32 1 (IlY OF TEMPLE (11Y I HOUSING ELEMENT UPDATE LISA WISE CONSULTING, INC. Associate Karen brings 10 years of experience to LWC in fiscal analysis, real estate finance, land use economics and manipulating large complex databases. Her strengths include housing feasibility studies, market analysis, long- range planning, and housing policy analysis. She brings expertise across multiple practice areas, such as affordable housing, economic development, fiscal impact analysis and development feasibility. She is adept in effective online and in -person community engagement techniques such as personal interviews, focus groups, workshops, and surveys. Combined with quantitative analyses, Karen brings a more holistic understanding of market conditions and regulatory frameworks to help cities address existing and anticipated challenges. She works closely with each client to deliver tailored research and recommendations aimed at creating more liveable, accessible, equitable and resilient places. In addition to policy and planning, Karen also brings a deep understanding of local government program management, funding and implementation. Karen holds a Master of Public Policy degree from University of California, Berkeley, where she specialized in homelessness/housing policy and economic inequality. During graduate school, Karen conducted research on homeless policy in San Francisco and assessed performance of economic development incentives in U.S. cities before and after the 2008 depression. Relevant Project Experience: Culver City, CA, General Plan Update Gary, IN, Knight Foundation Financial Sustainability Strategy for Local Nonprofit • La Canada Flintridge, CA, Descanso Gardens Business Strategy • Long Beach, CA, 6th Cycle Housing Element Update • Los Angeles, CA, Taylor Yards G2 Park Financial Sustainability Strategy • Mountain View, CA, R3 "Missing Middle" Zoning Update • Santa Maria, CA, General Plan Update, Market Analysis, Housing Element Update and Annexation Study • Santa Monica, CA, Affordable Housing Production Program Update • Urban Land Institute, Assessment of Health and Social Equity in Real Estate LWC I-IR&A Advisors, Inc. Housing and Economic Development Analyst 2018-2020 Los Angeles County, Dept. of Health Services Program Manager, Housing for Health 2017-2018 Tipping Point Graduate Student Consultant, Homeless Policy 2017 Institute for Research on Labor & Employment, U.C. Berkeley, Graduate Student Researcher 2016 University of California, Berkeley Berkeley, CA, Master of Public Policy Columbia University New York, NY, B.A., Neuroscience Emerging LA, Participant Salon series hosted by Molly Rysman, Housing and Homelessness Deputy, to address homelessness in LA County New Leaders Council - LA, Fellow Program aimed at developing leadership in politics, government, and law LISA WISE CONSULTING, INC. HOUSING ELEMENT UPDATE I CITY OF TEMPLE CITY 133 EDUCATION M.A., Architecture and Urban Planning, UCLA Graduate School of Architecture and Urban Planning B.A., Geography, University of California, Riverside D.E.U.G., University Paul Valery, Montpellier, France AFFILIATIONS American Institute of Certified Planners (#6943) LEED AP Neighborhood Development (#10577131) Member, California State University Channel Islands Campus Planning Committee EXPERIENCE Rincon Consultants, Inc. (1994 — present) Fugro West, Inc. (1988— 1994) Envicom Corporation (1986 — 1988) Urban Innovations Group (1985 — 1986) Alhambra Redevelopment Agency (1984 — 1985) Rincon Consultants, Inc. Environmental Scientists • Planners • Engineers Stephen Svete, AICP, LEED, AP ND PRINCIPAL Stephen Svete is a founding Principal at Rincon Consultants and served as the firm's President from 2000 to 2011. He currently oversees a range of urban planning and land use studies. He also works to develop approaches to community involvement and environmental analysis work. He has directed successful projects ranging from focused central city corridor revitalization studies to general plans and annexation studies in rural areas of California. Mr. Svete has developed an expertise in the area of active transportation, trails, and open space and recreation systems. He is a noted planning commentator, serving for 11 years as Contributing Editor to California Planning & Development Report. PROJECT EXPERIENCE GENERAL PLANS AND ELEMENTS • City of Seaside General Plan Update and EIR • City of City of Millbrae General Plan Update, PDA Specific Plan, and EIR • City of Novato General Plan Technical Studies and EIR • City of Alhambra General Plan and EIR • City of Calipatria General Plan • City of Avalon General Plan, Local Coastal Plan, and EIR • City of Calabasas General Plan and EIR • City of Ventura General Plan City of Paso Robles General Plan • City of Santa Paula General Plan and EIR • City of Thousand Oaks Safety Element • City of Santa Monica Circulation Element EIR • City of Santa Maria Sphere of Influence and Concurrent Annexation Study • City of San Luis Obispo Land Use/Circulation Elements EIR CEQA DOCUMENTATION • Carmel Rio Road Subdivision EIR, County of Monterey • Seaside Campustown Specific Plan EIR, City of Seaside • California PEO Home Alhambra Senior Living Center EIR, City of Alhambra/New Life Mgmt • Baldwin Park Transit Center Apartments EIR/EA, City of Baldwin Park • Olson Company Residential Development IS-MND, City of La Verne • El Segundo Aquatics Site Feasibility Alternatives Project EIR, City of El Segundo • Santa Monica Place IS-MND, City of Santa Monica • 1131 Arizona Ave Rest Home EIR, City of Santa Monica • 2001 Main Street Mixed Use Development EIR, City of Santa Monica • Gateway Project EIR, City of Beverly Hills • 680 East Colorado Blvd EIR, City of Pasadena 3/11 MY OI II MPH. (IIY I HOUSING El FlaNI UPDAII USA WISE CONSULTING, INC. EDUCATION MCP, City Planning, San Diego State University BS, Environmental Policy Analysis and Planning, University of California, Davis Rincon Consultants, Inc. Environmental Scientists • Planners • Engineers Brenna Weatherby Senior Program Manager Ms. Weatherby has extensive experience in the management of large scale development projects throughout the land use planning, design, and entitlement phases. She has led multidisciplinary consultant and developer teams while coordinating with City Staff, stakeholders and community groups to successfully gain discretionary project approvals. Ms. Weatherby has led strategic planning sessions and neighborhood forums and has worked with citizens to address issues and gain support for controversial projects. As an experienced land use planner, Ms. Weatherby is knowledgeable in land use planning, NEPA and CEQA regulations, and is skilled in the preparation of Zoning Ordinances, General Plans, Specific Plans, and CEQA-related documents. SELECT PROJECT EXPERIENCE Project Manager, City of Carlsbad — Housing Element Update and General Plan Maintenance, Carlsbad Ms. Weatherby is currently serving as the Project Manager for the Carlsbad Housing Element Update and General Plan Maintenance project. Ms. Weatherby is the team lead for all General Plan Update and public engagement activities, including facilitation and management of the City's Housing Element Advisory Committee. Project Manager, City of Vista — Housing Element Update, Vista Ms. Weatherby is currently serving as the Project Manager for the Vista Housing Element Update project. Ms. Weatherby's team is responsible for updating the land inventory analysis determining the City's potential for housing unit production, Housing Element policies and programs, and conducting public workshops. Project Manager, City of Bakersfield — General Plan Update Recommendations Report, Bakersfield Ms. Weatherby provided project management and land use consulting services to the City of Bakersfield as they planned for an upcoming update to the City's General Plan. Ms. Weatherby prepared a report which provided background information on the general plan update process, examined three options for the next update, and laid out recommended revisions to each element. Project Manager, City of Menifee — Contract Planning, Menifee Ms. Weatherby has provided contract planning services for the City of Menifee since 2018. She served as a staff planner for the Menifee Valley Specific Plan project, providing Specific Plan peer review services. Ms. Weatherby also led the preparation of CEQA documents for the Ethanac Square and Owens Road projects. Project Manager, California State University, Fullerton — Master Plan Update, Orange County Ms. Weatherby is providing project management, land use and environmental planning, and public engagement services to California State University, Fullerton for the Master Plan Update project. Ms. Weatherby provided land use and environmental guidance while the university developed design ideas to be included in an update to their 2003 Master Development Plan. Following development of the proposed land use plan for future on -campus development over the next 20 years, Ms. Weatherby led the team responsible for preparation of the project Environmental Impact Report. LISA WISE CONSULTING, INC. HOUSING ELEMENT UPDATF I (ITY OF TEMPLE CITY 135 EDUCATION MPPA, Master of Public Policy and Administration, California Lutheran University BA, Political Science, minor in Community Development, Portland State University CERTIFICATIONS/ REGISTRATIONS American Planning Association Rincon Consultants, Inc. Environmental Scientists • Planners • Engineers Jason Montague Environmental Planner Mr. Montague has experience in land use and environmental planning, entitlement processing, technical studies, and CEQA/NEPA documents. His planning experience includes work on the City of Vista Housing Element, the City of Carlsbad Housing Element, and the California State University, Fullerton Master Plan Update EIR. Mr. Montague also has previous planning experience with the Ventura County Planning Division working with the General Plan Update, Long-range Planning, Permit Administration, and Planning Programs teams. SELECT PROJECT EXPERIENCE Planner, City of Vista — Housing Element Update, Vista Rincon worked with Veronica Tam and Associates to update the City of Vista's Housing Element and meet the City's 6th cycle RHNA numbers as determined by the Southern California Association of Governments. Mr. Montague worked with City data, aerial imagery, assessor's data, and census information to identify viable vacant and underutilized sites within the City and create a site inventory to meet the City's RHNA numbers. Mr. Montague also worked on the preparation of a draft Housing Element and updated the document based on new census data. Planner, City of Carlsbad — Housing Element Update and General Plan Maintenance, Carlsbad Rincon was tasked with updating the Carlsbad Housing Element and providing maintenance services to the City of Carlsbad General Plan. Mr. Montague identified and compiled federal, state, and local housing policies and programs that will be included within the Housing Element. He also worked with Rincon staff to the General Plan Recommendations Report. Additionally, he served as a Minutes Clerk for the Housing Element Advisory Committee. Planner, County of Ventura — General Plan Update Development Capacity and Housing Element, Ventura County Mr. Montague worked with the County of Ventura to formulate a methodology to determine what parcels in the County are underutilized. Parcels were analyzed by compiling a database of Assessor Parcel Numbers and analyzing the data to determine their tax assessed use vs. actual use. This process was used to determine what sites were underutilized within the County and is described in the General Plan Development Capacity Alternatives Report, Development Capacity Chapter. Planner, City of Temecula — Murrieta Creek Bridge Project Environmental Services, Temecula Rincon prepared an IS/MND and other environmental services for the Murrieta Creek Bridge. Mr. Montague provided general support to the Rincon team which included preparing the IS/MND, addressing comments from the City and Caltrans on various CEQA and NEPA documents, and assisting the technical services team in preparing the technical reports. Planner, City of Eastvale — Limonite Gap Closure Environmental Services, Eastvale Rincon was retained by the city of Eastvale to prepare an environmental assessment for the Limonite Gap Closure. Mr. Montague prepared an Initial Study for this project and address comments from the City on the technical studies prepared by Rincon. Rincon Consultants, Inc. Environmental Scientists • Planners • Engineers 36 I (I1Y OF IEMPLE CITY I HOUSING EIEMENI UPDAME EISA WISE CONSULTING, INC. This page intentionally left blank. SAN LUIS OBISPO SAN FRANCISCO LWC LISAWISECONSULTING.COM 1805-595-1345 I OS ANGELES EXHIBIT "B" INSURANCE A. Insurance Requirements. Service Provider shall provide and maintain insurance, acceptable to the City, in full force and effect throughout the term of this Agreement, against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the Services by Service Provider, its agents, representatives or employees. Insurance is to be placed with insurers with a current A.M. Best's rating is an assigned policyholders' Rating of A (or higher) and Financial Size Category Class VII (or larger). Only the following "marked" requirements are applicable and Service Provider shall provide the following scope and limits of insurance: 1. Minimum Scope of Insurance. Coverage shall be at least as broad as: X Commercial General Liability. Insurance Services Office form Commercial General Liability coverage (Occurrence Form CG 0001). X Automobile Liability. Service provider shall maintain automobile insurance at least as board as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Service Provider arising out of or in connection with work to be performed under this Agreement, including coverage for any owned, hired, non -owned or rented vehicles. X Workers' Compensation. Workers' Compensation Insurance (Statutory Limits) and Employer's Liability Insurance as required by the Labor Code of State of California covering all persons providing Services on behalf of the Service Provider and all risks to such persons under this Agreement. X Professional (Errors and Omissions) Liability. Professional liability insurance appropriate to the Service Provider's profession. This coverage may be written on a "claims made" basis, and must include coverage for contractual liability. The insurance must be maintained for at least three (3) consecutive years following the completion of Service Provider's services or the termination of this Agreement. During this additional three (3) year period, Service Provider shall annually and upon request of the City submit written evidence of this continuous coverage. Service Provider shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement. Any policy inception date, continuity date, or retroactive date must be before the effective date of this agreement and Service Provider agrees to maintain continuous coverage through RIV 44838-6958-3880 v3 DRAFT 1/27/I5 B-1 a period of no less than three years after completion of the services required by this agreement. 1. Minimum Limits of Insurance. Service Provider shall maintain limits of insurance no less than: (1) Commercial General Liability. $1,000,000 per occurrence, $2,000,000 general aggregate for bodily injury, personal injury and property damage. (2) Automobile Liability. No less than $1,000,000 combined single limit for each accident. (3) Workers' Compensation. Workers' Compensation as required by the Labor Code of the State of California of not less than $1,000,000 per occurrence and Employer's Liability Insurance with limits of at least $1,000,000. (4) Professional Liability. $1,000,000 per claim and in the aggregate. B. Other Provisions. Insurance policies required by this Agreement shall contain the following provisions: 1. All Policies. Each insurance policy required by this Agreement shall be endorsed and state the coverage shall not be suspended, voided, cancelled by the insurer or either Party to this Agreement, reduced in coverage or in limits except after 30 days' prior written notice by certified mail, return receipt requested, has been given to City. 2. Commercial General Liability and Automobile Liability Coverages. (1) City, and its respective elected and appointed officers, officials, and employees and volunteers are to be covered as additional insureds as respects: liability arising out of activities Service Provider performs; products and completed operations of Service Provider; premises owned, occupied or used by Service Provider; or automobiles owned, leased, hired or borrowed by Service Provider. The coverage shall contain no special limitations on the scope of protection afforded to City, and their respective elected and appointed officers, officials, or employees. (2) Service Provider's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. RIV N4838-6958-3880 v3 DRAFT 1/27/15 B-2 (3) Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Vendor maintains higher limits than the minimums shown above, the Agency requires and shall be entitled to coverage for the higher limits maintained by the Vendor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Agency. (4) Coverage provided by the CONTRACTOR shall be primary and any insurance or self-insurance or maintained by Agency shall not be required to contribute to it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of Agency before the Agency's own insurance or self-insurance shall be called upon to protect is as a named insured. (5) Any failure to comply with the reporting or other provisions of the insurance policies, including breaches of warranties, shall not affect coverage provided to City, and its respective elected and appointed officers, officials, employees or volunteers. 3. Workers' Compensation Coverage. Unless the City Manager otherwise agrees in writing, the insurer shall agree to waive all rights of subrogation against City, and its respective elected and appointed officers, officials, employees and agents for losses arising from work performed by Service Provider. C. Other Requirements. Service Provider agrees to deposit with City, at or before the effective date of this Agreement, certificates of insurance necessary to satisfy City that the insurance provisions of this contract have been complied with. The City may require that Service Provider furnish City with copies of original endorsements effecting coverage required by this Exhibit "C". The certificates and endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. City reserves the right to inspect complete, certified copies of all required insurance policies, at any time. 1. Service Provider shall furnish certificates and endorsements from each subcontractor identical to those Service Provider provides. 2. Any deductibles or self -insured retentions must be declared to and approved by City. At the option of City, either the insurer shall reduce or eliminate such deductibles or self -insured retentions as respects City or its respective elected or appointed officers, officials, employees and volunteers or the Service Provider shall RIV #4838-6958-3880 v3 DRAFT 1/27/15 B-3 procure a bond guaranteeing payment of losses and related investigations, claim administration, defense expenses and claims. 3. The procuring of such required policy or policies of insurance shall not be construed to limit Service Provider's liability hereunder nor to fulfill the indemnification provisions and requirements of this Agreement. RIV #4838-6958-3880 v3 DRAFT 1/27/15 B-4