HomeMy WebLinkAbout8.2 CommDevMasterConsults
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AGENDA STATE~NT '
CITY COUNCIL MEETING DATE: April 9, 1996
SUBJECT:
Approval of Master Consultant .contracts on, an,lSlleeded basis for
qverflow ~ces in the Conununitr I>eVe19~i~t
(Report Prepared'by Eddie Peab04y,lr.<;p~.utY Development
Director) ~'" " , .',"" "'~' ",.' ,
EXHIBITS A1TAt.:.HED:
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. Consultant ~ and Statenlenti,o(quap1icatipns
RECOMMENDATIO~ l~/'Approve 1996-97 Agreetn~for profe~"S~~'for:
- \--...[,,, · Stevenson, Porto and Pierce, Inc. (P~ " ",~
· Cannon DesigitGroup(planning) ".,." " ,. '
· Jeny Haag and AssociateSre1abnins) , ,,',
· Sycamore AssOciates (BioJogists) " ,
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FINANCIAL STATEMENT: All' cluu'ges to be fWtded thtoush dir~ devol()peffeesforMajor Planned
_" Development ApplicationS Or as approved flinning D~ ~projectsiJttbe 19960-91I;ludget.
. Consultant services ~,be budgeted in the 1996-91 budget asantioipaitd. ,Chitgesfor~ ccmsWtants are 565
. per bour;Contractswill be for a yearlytenn only. , " ',,',
DESClUPTION: With the acCeleration of new develoPment projects in both Western and
East$mDUblin aDd the requirements ro1ated to EastemDublin Implemen~ ,Irioasu~ (Scenic Corridor,
" Biology, Noise, etc.), the Community Development Department hasco~,w:ith:inumerous outside
consulting firms, on a project by project basis. Anticipated W'otkloadsover, tbe next year di~tethat this
Departm<mt retain ongoingconsultantfinns to handle overflow'workj~ ~se:ateaS; "
· Biologicalsite investigation of new projects (mandatbdby EQtem'DUblin' $~ P1a:ti~', .. :.,
'. 'Expertise in Planningteclmical.issues (subdivisions.Planningsta1fanalysit),W~jWinmt Staft"is unable to
complete projects in a timely fashion due to workloads ' , "
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Staff time constraints, the'desire of the Planning Comlnission and City C~dlj to mp\l:lpr~Ots expeditiously,
the availability of the consultant firm.wh~ services are needed;andtheconscio1lis ~~'not to;add pennanent
staffinhigh workloads dictat~:theneed for outside services. Prinie critCriaforthe.leco~~ finns are as
follows: . .
· sman shop, hands-on operations
· Ability to respond in a timely fashion
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,COPIES TO: Consultants, ,
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· Knowledgeable in the range of needed services l:'~~~"''..'
· Track records of working effectively with other members of the development team (public Works, Fire,
Police, outside agencies)
· Acceptable to staff
· Knowledgeable about development issues in growth areas
· Offer highly competitive hourly rates
· Wtlling to work on an "as needed basis" on short notice
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It is important to coordinate the availability of additional Planning resources to those in Public Works, Police,
Fire and other oUtside interests to insure that all necessary resources are available to handle a rapidly growing
development review progriun. These consultants have a proven track records of sound work on projects
common to Dublin Qarge scale Planned Developments, Subdivisions, Site Development Reviews and other
entitlements).
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It is important to note that eacb of these contracts contains provisions that the consultant will only perfonn work
on a time and material basis at the direction of the Community Development Director. No worl$. will be done
without expressed pennission and all costs will be charged to the Community Development Department budget
in accordance wi~ costs associated with that project.
A SUnllnmy of these contract provisions has been included for your infonnation:
CONSULTANT
AREA
SOURCE OF PAYMENT
Stevenson, Porto and Pierce
Cannon Desigtt Group
Jeny Haag & Associates
Planning -
PD applications, tentative maps,
SDR's, CUP's
Planning Application Fees (now
on a cost basis)
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Sycamore Associates
Biological field investigation for Required Eastern Dublin
.. all new projects in Eastern Dublin Implementation costs (in Specific
Plan)
SUMMARY: Again, as noted earlier, DO work will be done or funds uDend~ unless funding is
available and it has been. determined that outside help is needed to meet a sp.ecific time objective. These.standard
contracts are similar in nature and the master contract has been reviewed and approved by the City Attorney.
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STANDARD CONTRACTUAL SERVICES AGREEMENT
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THIS AGREEMENT is made at Dublin, California, as of April 10, 1996, by and between the CITY OF
DUBLIN, a municipal corporation ("CITY"), and Stevenson, Porto and Pierce, Inc. ("CONTRACTOR"), who
agree as follows:
1. SERVICES. Subject to the terms and conditions set forth in this Agreement, CONTRACTOR
shall provide to CITY the services described in Exhibit A. CONTRACTOR shall provide said services at the
time, place and in the manner specified in Exhibit A.
2. PAYMENT. CITY shall pay CONTRACTOR for services rendered pursuant to this Agreement
at the time and in the manner set forth in Exhibit B. The payments specified in Exhibit B shall be the only
payments to be made to CONTRACTOR for services rendered pursuant to this Agreement.' CONTRACTOR
shall submit all billings for said services to CITY in the manner specified in Exhibit B; or, if no manner be
specified in Exhibit B, then according to the usual and customary procedures and practices which
.:: CONTRACTOR uses for billing clients similar to CITY.
3. FACILITIES AND EQUIPMENT. Except as set forth in Exhibit C, CONTRACTOR shall, at its
sole cost and expense, furnish all facilities and equipment which may be required for furnishing services
pursuant to this Agreement. CITY shall furnish to CONTRACTOR only the facilities and equipment li;:,[ed in
Exhfbit C according to the terms and conditions set forth in Exhibit C.
4. GENERAL PROVISIONS. The general provisions set forth in Exhibit D are part of this
Agreement. In the event of any inconsistency between said general provisions and any other terms or
conditions of this Agreement, the other term or condition shall control insofar as it is inconsistent with the
general provisions.
5. EXHIBITS. All exhibits referred to herein are attached hereto and are by this reference
e!ncorporated herein.
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6. CONTRACT ADMINISTRATION. This Agreement shall be administered By Richard C.
Ambrose ("ADMINISTRATOR"). All correspondence shall be directed to or through the ADMINISTRATOR., .
or his or her designee.
7. NOTICES. Any written notice to CONTRACTOR shall be sent to:
Michael Porto, Principal
Stevenson, Porto and Pierce, Inc.
18195 McDunnott, East
Suite C
Irvine, CA 92714
Any written notice to CITY shall be sent to:
City of Dublin Attn: Richard Ambrose
P. O. Box 2340
Dublin. CA 94568
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Executed as of the day first above stated:
CITY OF DUBLIN
a municipal corporation
By
"CITY"
Attest:
City Clerk
By
"CONTRACTOR"
Approved as to form:
City Attorney
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EXHIBIT A
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SCOPE OF SERVICES
Provision of Planning and/or Biological consulting services to the City of Dublin regarding
. Processing of development entitlements
. Conducting biological surveys as may be required in conjunction with development entitlements
Said services shall be performed at the direction of the Community Development Director on an as needed
basis. The term of this contract shall commence on April 10, 1996 and terminate on April 10, 1997.
Exhibit A
Page 1 of 1
4/1/90
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EXHIBIT B
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PAYMENT SCHEDULE
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CITY shall pay CONTRACTOR an amount not to exceed $65.00 per hour for consulting services to be
performed pursuant to this Agreement. The hourly rate is inclusive of all staff support and no additional amounts
shall be payable for faxing, postage, messengers or other material costs. CONTRACTOR shall submit monthly
invoices during the term of this Agreement, but not more often than once a month.
The total hourly sum stated above shall be the total which CITY shall pay for the hourly services to be
rendered by CONTRACTOR pursuant to this Agreement. CITY shall not pay any additional sum for any
expense or cost whatsoever incurred by CONTRACTOR in rendering services pursuant to this Agreement.
CITY shall make no payment for any extra, further or additional service pursuant to this Agreement
unless such extra service and the price therefor is agreed to in writing executed by the City Manager or 0_.
designated official of CITY authorized to obligate CITY thereto prior to the time such extra service is renderep:
The services to be provided under this Agreement may be terminated without cause at any point in time
in the sole and exclusive discretion of CITY. In this event, CITY shall compensate the CONTRACTOR for all
outstanding costs incurred as of the date of written notice thereof and shall terminate this Agreement.
CONTRACTOR shall maintain adequate logs and timesheets in order to verifY costs incurred to date.
The CONTRACTOR is not authorized to perform any services or incur any costs whatsoever under the
tenns of this Agreement until receipt of a fully executed Purchase Order from the Finance Department of the City
of Dublin.
Exhibit B
Page 1 of1
4/1/90
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EXHIBIT C
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! ' CITY shall furnish physical facilities such as desks, filing cabinets, and conference space, as may
! : be reasonably necessary for CONTRACTOR'S use while consulting with CITY employees and reviewing
re..:ords and the information in possession of CITY. The location, quantity, and time of furnishing said
physical facilities shall be in the sole discretion of CITY. In no event shall CITY be obligated to furnish
any facility which may involve incurring any direct expense, including, but not limiting the generality of
this exclusion, long-distance telephone or other communication charges, vehicles, and reproduction
facilities.
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Exhibit C
Page 1 of 1
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EXHIBIT D
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GENERAL PROVISIONS
1.
INDEPENDENT CONTRACTOR. At all times during the term of this Agreement,.
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CONTRACTOR shall be an independent contractor and shall not be an employee of CITY. CITY shall
have the right to control CONTRACTOR only insofar as the results of CONTRACTOR'S services
rendered pursuant to this Agreement; however, CITY shall not have the right to control the means by
which CONTRACTOR accomplishes services rendered pursuant to this Agreement.
2. LICENSES: PERMITS: ETC. CONTRACTOR represents and warrants to CITY that he
has all licenses, permits, qualifications and approvals of whatsoever nature which are legally required for
CONTRACTOR to practice his profession. CONTRACTOR represents and warrants to CITY that
CONTRACTOR shall, at his sole cost and expense, keep in effect at all times during the term of this
Agreement any licenses, permits, and approvals which are legally required for CONTRACTOR to
practice his profession.
3. TIME. CONTRACTOR shall devote such time to the performance of services pursuant to
thi~ A~reement as may. be reasonably necessary for satisfactory performance of CONTRACTOR'S ...
oblIgatIOns pursuant to this Agreement. '
4. INSURANCE REQUIREMENTS. CONTRACTOR shall procure and maintain for the
duration of the contract insurance against claims for injuries to persons or damages to property which may
arise from or in connection with the performance of the work hereunder by the CONTRACTOR, his
agents, representatives, employees or subcontractors.
(a) Minimum Scope ofInsurance. Coverage shall be at least as broad as:
1. Insurance Services Office form number GL 0002 (Ed. 1/73) covenng
comprehensive General Liability and Insurance Services Office form number GL
0404 covering Broad Form Comprehensive General Liability; or Insurance Services
Office Commercial General Liability coverage ("occurrence" form CG 0001.)
2. Insurance Services Office form number CA 0001 (Ed. 1/78) covering Automobile
Liability, code 1 "any auto" and endorsement CA 0025.
3. Workers' Compensation Insurance as required by the Labor Code of the State of .'
California and Employers Liability Insurance.
Exhibit D
Page 1 of5
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(0) Minimum Limits of Insurance. CONTRACTOR shall maintain limits no less than:
1. General Liability: $1,000,000 combined single limit per occurrence for bodily
injury, personal injury and property damage. If commercial General Liability Insurance or
other form with a general aggregate limit is used, either the general aggregate limit shall
apply separately to this project/location or the general aggregate limit shall be twice the
required occurrence limit.
2. Automobile Liability: $1,000,000 combined single limit per accident for bodily
injury and property damage.
3. Workers' Compensation and Employers Liability: Workers' Compensation limits
as required by the Labor Code of the State of California and Employers Liability limits of
$1,000,000 per accident.
(c) Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must
be declared to and approved by the CITY. At the option of the CITY, either the insurer
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shall reduce or eliminate such deductibles or self-insured retentions as respects the CITY,
its officers, officials and employees; or the CONTRACTOR shall procure a bond
guaranteeing payment of losses and related investigations, claim administration and
defense expenses.
(d) Other Insurance Provisions. The policies are to contain, or be endorsed to contain, the
following provisions:
1. General Liability and Automobile Liability Coverages.
a. The CITY, its officers, officials, employees and volunteers are to be covered
as insureds as respects: liability arising out of activities performed by or on
behalf of the CONTRACTOR; products and completed operations of the
CONTRACTOR, premises owned, occupied or used by the
CONTRACTOR, or automobiles owned, leased, hired or borrowed by the
CONTRACTOR. The coverage shall contain no special limitations on the
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scope of the protection afforded to the CITY, its officers, officials,
employees or volunteers.
Exhibit D
Page 2 of5
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b. The CONTRACTOR'S insurance coverage shall be primary 'insurance as
respects the CITY, its officers, officials, employees and volunteers. Any
insurance or self-insurance maintained by the CITY, its officers, officials,.
employees or volunteers shall be excess of the CONTRACTOR'S insurance
and shall not contribute with it.
c. Any failure to comply with reporting provisions of the policies shall not
affect coverage provided to the CITY, its officers, officials, employees or
volunteers.
d. The CONTRACTOR'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.
2. Workers' Compensation and Employers Liability Coverage.
The insurer shall agree to waive all rights of subrogation against the CITY, its
officers, officials, employees and volunteers for losses arising from work performed
by the CONTRACTOR for the CITY.
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Acceptability of Insurers. Insurance is to be placed with insurers with a Bests' rating of no
less than A: VII.
(1) Verification of Coverage. CONTRACTOR shall furnish CITY with certificates of
insurance and with original endorsements effecting coverage required by this clause. The
certificates and endorsements for each insurance policy are to be signed by a person
authorized by that insurer to bind coverage on its behalf. The certificates and endorsements
are to be received and approved by the CITY before work commences. The CITY reserves
the right to require complete, certified copies of all required insurance policies, at any time.
(g) Subcontractors. CONTRACTOR shall include all subcontractors as insureds under its
policies or shall furnish separate certificates and endorsements for each subcontractor. All
coverages for subcontractors shall be subject to all of the requirements stated herein.
(h) The Risk Manager of CITY may approve a variation in those insurance requirements upon a
detennination that the coverages, scope, limits and forms of such insurance are either not .
commercially available or that the CITY's interests are otherwise fully protected.
Exhibit D
Page 3 of5
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CONTRACTOR NO AGENT. Except as CITY may specify in writing, CONTRACTOR shall
have no authority, express or implied, to act on behalf of CITY in any capacity whatsoever as an
agent. CONTRACTOR shall have no authority, express or implied, pursuant to this Agreement to
bind CITY to any obligation whatsoever.
4. ASSIGNMENT PROHIBITED. No party to this Agreement may assign any right or obligation
pursuant to this Agreement. Any attempted or purported assignment of any right or obligation
pursuant to this Agreement shall be void and of no effect.
5. PERSONNEL. CONTRACTOR shall assign only competent personnel to perform servIces
pursuant to this Agreement. In the event that CITY, in its sole discretion, at any time during the
term of this Agreement, desires the removal of any such persons, CONTRACTOR shall,
immediately upon receiving notice from CITY of such desire of CITY, cause the removal of such
person or persons.
6. STANDARD OF PERFORMANCE. CONTRACTOR shall perform all servIces required
pursuant to this Agreement in the manner and according to the standards observed by a competent
practitioner of the profession in which CONTRACTOR is engaged in the geographical area in
which CONTRACTOR practices his profession. All instruments of service of whatsoever nature
which CONTRACTOR delivers to CITY pursuant to this Agreement shall be prepared ill a
substantial, fIrst class and workmanlike manner and conform to the standards of quality normally
observed by a person practicing in CONTRACTOR's profession.
7. HOLD HARMLESS AND RESPONSIBILITY OF CONTRACTORS. CONTRACTOR shall
take all responsibility for the work, shall bear all losses and damages directly or indirectly
resulting to him, to any subcontractor, to the CITY, to CITY officers and employees, or to parties
designated by the CITY, on account of the performance or character of the work, unforeseen
difficulties, accidents, occurrences or other causes predicated on active or passive negligence of
the CONTRACTOR or any subcontractor. CONTRACTOR shall indemnify, defend and hold
harmless the CITY, its officers, officials, directors, employees and agents from and against any or
all loss, liability, expense, claim, costs (including costs of defense), suits, and damages of every
kind, nature and description directly or indirectly arising from the performance of the work. This
paragraph shall not be construed to exempt the CITY, its employees and officers from its own
fraud, willful injury or violation of law whether willful or negligent.
Exhibit D
Page 4 of5
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For purposes of Section 2782 of the Civil Code the parties hereto recognize and agree that this
agreement is not a construction contract. By execution of this agreement CONTRACTOR
acknowledges and agrees that he has read and understands the provisions hereof and that this ..
paragraph is a material element of consideration.
Approval of the insurance contracts does not relieve the CONTRACTOR or subcontractors from
liability under this paragraph.
8. GOVERNMENTAL REGULATIONS. To the extent that this Agreement may be funded by fiscal
assistance from another governmental entity, CONTRACTOR shall comply with all applicable
rules and regulations to which CITY is bound by the terms of such fiscal assistance program.
9. DOCUMENTS. All reports, data, maps, models, charts, studies, surveys, photographs,
memoranda or other written documents or materials prepared by CONTRACTOR pursuant to this
Agreement shall become the property of CITY upon completion of the work to be performed
hereunder or upon termination of the Agreement.
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Exhibit D
Page5 of 5
g :agenda \96\4-9contr
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STEVENSON, PORTO & PIERCE, INC.
COMPANY PROFILE
AND
PERSONNEL PROFILES
FOR ENVIRONMENTAL CONSULTING SERVICES
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COMPANY PROFILE
Stevenson, Porto & Pierce, Inc. ("SPZ") is a multi-disciplinary consulting firm serving
governmental entities and the development conununity throughout California, Arizona,
Nevada, Colorado, Kansas, Oregon and Texas.
The company has provided extensive services to governmental agencies in the specific areas
of large and medium scale (20 to 800 acres in size) development project reviews and
analyses, environmental impact report preparation, environmental documentation,
redevelopment project area formation, negotiation and mapping, public works improvement
projects, code and ordinance preparation and revisions, specific plan preparation, and
streetscape design.
Other services provided by the company consist of land planning, civil engineering, land
surveying and entitlement-to-use processing. Stevenson, Porto & Pierce, Inc. has extensive
capabilities in area, site, specific and engineering planning, engineering design, surveying,
mapping, governmental liaison and developer negotiations. The Company provides all
encompassing services from project inception through project management and construction.
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PERSONNEL PROFILES
LAND PLANNING, ENVIRONMENTAL IMPACT REPORT DOCUMENTATION AND
PREPARATION, AND REDEVELOPMENT PROJECI' AREA ASSISTANCE AND
PARTICIPATION
Stevenson, Porto & Pierce, Inc. is comprised of many recognized authorities in the areas of
land use analysis, redevelopment project area mapping, development design and engineering
analysis, land and environmental planning, parks design and administration, civil engineering
design, land surveying and mapping and entitlement-to-use processing. Our technical staff
of land and environmental pla1ll1ers, engineering designers, and surveyors complement the
prime components of our team. Brief descriptions of individual expertise and experience
are referenced below.
MICHAEL A. PORTO, PRINCIPAL
Mr. Porto holds both a Bachelor of Science degree in Architecture and a Master of Urban
Planning degree from California State Polytechnic University in Pomona. Mr. Porto has
extensive background and experience in all aspects of planning, development and
redevelopment. He has held positions ranging from Project Manager of a development firm,
Director of Planning for an engineering consulting firm and Senior Pla1ll1er for Current
Planning with the City of Irvine.
Mr. Porto's experience is centered in the area of large- and small-scale site planning, specific
plan preparation, redevelopment project area formation, preparation of legal descriptions.
State Board of Equalization mapping, and governmental negotiation and processing. His
expertise extends to entitlement~to-use coordination and project management, organization
and follow through.
Various governmental agencies have come to rely on Mr. Porto's expertise in the design and
preparation of specific plans, environmental documents, zoning codes, zoning ordinances and
urban design elements. He has formulated specific planning documents ranging in size from
small commercial/industrial areas to large-scale, high-end residential developments. He is
known for his ability to extract the maximum land use, thereby creating the best economic
environment to stimulate growth and development.
Intimately acquainted with governmental requirements and procedures, Mr. Porto has been
called upon by several northern and southern California cities to provide design review,
specific plan zoning and tentative tract map review, analysis and public forum presentations
as an augment of city staff.
The following presents a brief view of Mr. Porto's breadth of experience.
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1. City of Brentwood - Brentwood, CA
When faced with an extremely high level of development activity and limited in-house
resources, the City of Brentwood retained Stevenson, Porto & Pierce, Inc. to augment staff
resources and increase the flow of projects through local processes. Mr. Porto's role has
included on-going current planning support in the areas of project review and analysis,
developer negotiation, staff report preparation, ordinance preparation, planning commission
and city council presentations.
Mr. Porto's specific assignments have included all residential projects for the last three and
a half years, including review of developer's plans, developer negotiation, application
processing, staff report preparation and presentations to both planning commission and city
council.
Large scale subdivision projects have required Mr. Porto's thorough review and analysis,
including off-site view considerations, grading, drainage, circulation and infrastructure.
Three projects, each totalling 1,000 units or more within the City's hillside areas, have been
specific projects assigned and completed.
2.
Town of Los Altos Hills - Los Altos Hills, CA
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The Town of Los Altos Hills retained Stevenson, Porto & Pierce, Inc. wherein Mr. Porto
acted as Interim Town Planner. Some of his responsibilities were coordination and
administration of the Planning Department, including advanced and current planning
projects, staff support at Planning Commission and Town Council meetings, as well as
administration of a staff of five.
Additionally, Mr. Porto has preparation tentative subdivision map conditions of approval,
planned development (zoning) texts, negative declarations, annexation plans and sphere of
influence studies.
In addition to providing individual project design and analysis for small-scale projects, Mr.
Porto authored the following development documents:
3. Old Blackhawk Road Specific Plan - Danville, CA
In conjunction with Economic and Planning Systems (EPS) of Berkeley, California, Mr.
Porto prepared the overall conceptual land plan, grading concept, architectural and site
development standards and zoning text for conversion of this 84 acre large-lot (greater than
one acre) rural subdivision to a mixed-use high density residential and commercial
development. EPS prepared the economic feasibility report and analysis for infrastructural .,__,
facilities.
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4. Downto\m DanvilIe Development Ordinance - DanvilIe, CA
A specific plan prepared for the nine separate subareas comprising downtown Danville did
not include adoption of an ordinance to regulate, enforce or implement the plan.
Stevenson, Porto & Pierce, Inc. and Mr. Porto were retained to prepare the development
ordinance incorporating all development standards, land use types, and architectural
standards to assure the historic commitment to the downtown neighborhoods.
5. Grading Ordinance - DanvilIe, CA
Incorporated in 1981, Danville, an area of hilly to rolling terrain with many geologic impacts
including slipping, subsidence, rock ledges and seismic activity, never enacted a grading
ordinance. Stevenson, Porto & Pierce, Inc. and Mr. Porto prepared a comprehensive
grading ordinance which addressed the various geologic issues in addition to the City's desire
to limit hillside development.
6. 317 Acre Specific Plan - California City, CA
California City, located in the upper Mojave Desert, acquired 317 acres around the local
municipal golf course. As a consultant to the City's Redevelopment Agency, Mr. Porto
developed a mixed-use commercia1jbusinessjofficejresidentialland plan, maximizing the
developability of the site while interfacing with the municipal golf course.
7. San Marcos Boulevard Guidelines and Standards - San Marcos, CA
Stevenson, Porto & Pierce, Inc. and Mr. Porto prepared a comprehensive streetscape design
manual for the major commercial core of San Marcos, including establishment of an
architectural theme, Spanish Colonial, through the auspices of the City's Redevelopment
Agency. Services included preparation of all development standards and design of the
boulevard streetscape to include right-of-way, sidewalks, pavement, medians, landscaping,
traffic signals and street lights, all incorporating the early California design scheme.
8. Old TO\m San Marcos Guidelines and Standards - San Marcos, CA
Stevenson, Porto & Pierce, Inc. and Mr. Porto prepared development standards and
guidelines to direct development in and around the heart of the City. Unlike San Marcos
Boulevard, this area was fashioned after the old west and was governed by a different set
of circumstances.
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9. Hawaiian Terrace Senior Apartments ~ Hawaiian Gardens, CA
Stevenson, Porto & Pierce, lnc.'s initial involvement in this project was as the developer's
engineering consultant. The scope of services changed radically when the developer and the
agency could not reach a land purchase price agreement. Mr. Porto worked with the agency
and the developer to prepare a comprehensive proforma detailing all project costs.
Determination of a mutually agreed upon purchase price set the wheels in motion for design
of the site plan. Using the City's zoning code and ordinances, Mr. Porto developed the basic
site layout including building location, parking, pedestrian and vehicular access and
landscaping. The client's architect then developed the building envelope while Stevenson,
Porto & Pierce, Inc. went on to design the engineering systems, provide tentative and final
mapping and process the entire package through the Planning Commission and City Council.
Opened in 1992, this property has generated significant revenue for the City and experiences
100 percent occupancy. The City and developer are extremely pleased with the cost
effective design and operating characteristics.
WILLIAM F. YOUNG, DIRECTOR OF ENGINEERING
Mr.dy oungfisca l~fegis~efeSd Civilp' EI nginhe:f inU t~e st~tytes ofpCaliforniahand Nhevadba. . Red ishisa ., " ,',
gra uate 0 a 1 orma tate 0 ytec mc mverSl at omona were e 0 tame
Bachelor of Science in Civil Engineering. Prior to joining Stevenson, Porto & Pierce, Inc.,
Mr. Young had over twenty years of experience with four private engineering firms and one
municipality where his duties ranged from chainman of survey crews/engineering aide
to Vice President in charge of public works design projects.
Research and analysis are Mr. Young's prime focus. His ability to assist local agencies in
evaluating development projects ranges from in-depth investigations of hydrology and
hydraulics, lotting studies, tentative map analysis, preparation of specific engineering/public
works conditions of approval and appraisal of preliminary design of both dry and wet
utilities. As a plan checker for several cities, Mr. Young concentrates on assuring design
and ultimately construction of infrastructure which meets or exceeds local agency standards
and assures the agency long term maintenance freedom and cost effectiveness.
Mr. Young has a wide range of civil engineering experience. The types of projects which
he has managed and designed include street improvement/widening projects for local and
arterial streets, passenger loading platforms and parking lots for commuter rail stations,
storm drain system designs and deficiency studies, pavement investigation and rehabilitation
projects, major storm channel studies and design, construction administration, pressure and
gravity sewer system designs, sewer lift station design, storm water pump station design and
storage facilities, water system distribution and booster station design, residential and
commercial development design, NPDES storm water permitting and monitoring, and flood .
plain management and mapping to obtain Letter of Map Revision. . "<
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Mr. Young has also prepared investigative studies for the State of California Board of
Registration, insurance companies, municipalities and attorneys. He brings a strong
engineering background to sp2. His duties include engineering management and
development of projects for our clients. Mr. Young's experience and track record of quality
engineering projects is a valuable asset to our clients.
1. City of Brentwood - Brentwood, CA
Stevenson, Porto & Pierce, Inc. and Mr. Young have been retained by the City to assist in
the review of infrastructure improvement plans for development projects within the City.
Project assignments include checking of final maps; street, sewer, water and storm drain
improvement plan review; review of documents for compliance with conditions of approval
and City design criteria; and review of developer proposed deviations from standard criteria.
The majority of this work has focused on residential subdivisions. The design of most
subdivisions in the City includes storm water detention/retention elements which has
required coordination with the City and serving flood control district to maintain and
improve flood protection within the drainage area.
2. Windsor Way, Brentwood RDA - Brentwood, CA
The City of Brentwood Redevelopment Agency acquired property to develop a 2.5 acre
senior housing project. Access to this site needed to be provided since the surrounding
property was only partially developed. Stevenson, Porto & Pierce, Inc. and Mr. Young were
retained to provide street, water and storm drain improvements to serve the site. The
project includes preliminary design profiles for adjacent, partially improved roads and the
design of full improvements for Windsor Way. The remote site location also requires
interim storm drain and retention basin design to handle storm run-off without impacting
down-stream developments.
3. Birmingham Ranch - Yucaipa, CA
Prior to joining Stevenson, Porto & Pierce, Inc., Mr. Young prepared preliminary design
studies and tentative mapping for the 680 acre Birmingham Ranch residential development.
The project concept included the development of residential building pads on estate size lots
within the foothills below the San Bernardino National Forest. Extensive coordination with
City planning and engineering departments, the water district, the National Forest Service,
County fire, and adjacent land owners was successfully guided by Mr. Young. This allowed
the project to proceed and approval of the tentative map was obtained. Of the 680 acres,
336 acres became developable with the remainder becoming open space. Through extensive
work with the City, the plan was revised to eliminate many mass grading areas and still
comply with the City grading ordinance. This resulted in the project enhancing its rural
atmosphere, while still meeting current design standards.
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4. West Corona Commuter Rail Station ~ Corona, CA
While with another engineering firm, Mr. Young prepared preliminary and final design for
a Metrolink Commuter Rail Station in the City of Corona. Preliminary design for the
project included site planning, conditional use permit and variance processing. Mr. Young
worked closely with the City Planning Department to resolve conditional use permit and
variance issues, which included preparation of a white paper on transit facilities parking to
aid in the resolution of variance issues. Mr. Young made a formal presentation of the
project to the City Council and organized a tour of other rail transit facilities in the area to
familiarize the Council with similar design issues. Final design of the project included
management and coordination of architectural, structural, geotechnical, electrical, and civil
disciplines to prepare construction documents. The federally funded project included
processing and coordination with Caltrans, Southern California Regional Rail Authority,
AT &SF Railroad, Riverside County Transportation Commission, and the City of Corona.
S. Tijeras Creek Monitoring Program ~ Orange County, CA
Tijeras Canyon is a pristine area located in southern Orange County. When development
began to occur within a drainage area tributary to this canyon, the County of Orange
Environmental Management Agency wished to investigate the effects development storm
run-off and nuisance flows would have upon the creek bed and canyon. Because of the
uncertainty and differing opinions of County Staff and developers, Mr. Young was retained
to develop a monitoring plan to study the physical and biological aspects of the creek over
a fifteen-year period. This was approximately three~quarters of the ultimate build-out
schedule of the primary developer for the area tributary to the creek. Funding for the
studies was supplied through private development with the County responsible for reviewing
and approving reports and mitigation measures. The Baseline Study for Tijeras Creek was
prepared after some initial development of the area had occurred. Subsequent monitoring
reports were prepared on a biennial basis, or, after any significant storms.
Monitoring of the Creek included field survey at control sections to measure any
erosion/sedimentation of the creek bed, biological surveys to determine changes in plant
life, a photo log of the creek bed, and field review/ observation notes with County Staff.
Mitigation measures were developed and recommended for implementation by Mr. Young
when problem areas were discovered.
6. 213th Street Improvements, Carson RDA - Carson, CA
Tbe City of Carson Redevelopment Agency and a local automobile dealership selected a
site within one of the redevelopment areas for expansion of the dealership's operation. Tbe
site selected required demolition, site cleanup and street improvements/widening of 213th
Street.
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The Carson Redevelopment Agency contracted with Mr. Young, while at a previous firm,
to prepare construction documents for the improvements and rehabilitation of 213th Street.
Construction documents included street improvement plans to widen 213th Street along the
site frontage, rehabilitation of a structural pavement section for a one mile segment of
street, traffic control plans, striping plans, and construction specifications.
7. Technical Expert - State of California
The State Board of Registration for Professional Engineers selected Mr. Young to provide
his professional opinion on a case before the Board. The case involved the design of septic
tank and leech field systems for residential properties. Investigation of the case documents
resulted in the preparation of an eight page opinion by Mr. Young.
8.
Rosamond/Tropico Hills Floodplain Study - Kern County, CA
While in the employ of another firm, Mr. Young prepared floodplain studies and mapping
for a Kaufman & Broad development in the area of Rosamond, California. The studies
established the existing floodplain conditions and mapped revised conditions of the Tropico
Hills' alluvial fan floodplain, which resulted in a Letter of Map Revision from F.E.M.A
Mr. Young prepared additional studies to determine developable land within other
floodplain areas of the valley floor under various development/channelization scenarios.
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In 1995 a professional collaboration was formed between Stevenson, Porto & Pierce, Inc.
and The Pollart - Anderson - Group for the distinct purpose of expanding both fIrms' scope
of services. This was done to provide our clients with the most extensive, professional
planning sources to meet any needs. For the purpose of this Statement of QualifIcations,
Stevenson, Porto & Pierce, Inc. would be the prime consulting fIrm and all services would
be provided under their banner.
TIlE POLLART. ANDERSON. GROUP
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The Poll art - Anderson - Group was established in 1992 by Debra Poll art and Dain
Anderson as a consulting collaborative to provide planning, development, and environmental
services to public agencies, land owners, and the development community. Since their
formation, The Poll art - Anderson - Group has worked with several Bay Area public
agencies for the processing of development applications, the preparation of environmental
analyses, and the conduct of special studies. The Poliart - Anderson - Group's private
sector clients have included individual land owners, architects, and developers for which a
variety of services for a broad spectrum of development issues and projects have been
delivered. The Pollart - Anderson - Group has, during recent years, collaborated with
Stevenson, Porto & Pierce, Inc. in delivering staff support services to a number of Bay Area
agencies.
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The following are among the services offered by The Pollart - Anderson _ Group:
. acquisition of land use entitlement;
. conduct of forward planning;
. conduct of long and short-range planning studies;
. design, coordination, and conduct of community outreach programs;
. development of general plans;
. preparation of environmental analyses;
. provision of expert testimony;
. provision of land use mediation; and
. supplement of local staff resources;
DAIN ANDERSON, PRINCIPAL
Mr. Anderson holds a Bachelor of Science in Urban Planning from California State
Polytechnic University at Pomona. Mr. Anderson's professional experience includes work
for both private and public sector entities involving all aspects of planning and development.
Mr. Anderson has held positions with public agencies involving policy planning,
environmental review coordination and development processing. He has also held a position
with a private development company where he was charged with the responsibility of e
developing site plans for residential and commercial projects. . .'
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DEBRA POLLART, PRINCIPAL
Ms. Poll art holds a Bachelor of Arts in Physical Geography from the University of California
at Santa Barbara. The majority of Ms. PolIart's experience has been focused in the field of
environmental analysis, documentation and environmental impact report preparation.
Prior to forming The PolIart - Anderson - Group, Ms. PolIart served as Director for the
Northern California office of STA Planning, Inc., a multi-disciplinary firm delivering a
variety of land use and development services to public agencies and the development
community.
The Poll art - Anderson - Group's experience is extensive, as illustrated below.
1. Brentwood Country Club Environmental Impact Report. City of Brentwood, Ca
The PolIart - Anderson - Group is currently under contract to the City of Brentwood for
preparation of an Environmental Impact Report for The Back Nine at the Brentwood
Country Club. This Phase of the County Club includes a mixture of residential products and
expansion of the existing Country Club's golf course. Development of the proposed project
by the Blackhawk Nunn Partnership requires conversion of agricultural lands, significant
land form alterations and infrastructure improvements. Specific areas of topical study now
underway include transportation and circulation, hydrology, geology, cultural resources,
biology, land use plans and policies, and aesthetics.
2. Culinary Institute of America West Coast Campus Environmental Impact Report .
St. Helena, Ca
Under contract to the City of St. Helena, The Pollart - Anderson - Group prepared an
Environmental Impact Report for conversion of the historic Christian Brothers' Greystone
Cellars for use as the Culinary Institute of America's West Coast Campus. The project
includes renovation and seismic-retrofitting of the 100 year old stone winery to house the
Institute's educational facilities, a commercial restaurant, and a retail cooking supply store.
Tbe project also includes development of detached dormitories to house students attending
the Institute's program. The project sponsors received a variety of approvals from the City
including a General Plan Amendment, Rezoning, Historic Protection Overlay District, and
a Use Permit.
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Because the winery is listed on the National Register of Historic Places, the overall design
of the proposed renovation, seismic - retrofitting and the new dormitory buildings were a
significant issue within the community and within the Environmental Impact Report. Other
topical areas addressed in the environmental document included land use plans and policies,
transportation and circulation, geology, hydrology, and biology.
3. Naples Beach Vista Subdivision Focused Initial Study and Negative Declaration _
City of Half Moon Bay, Ca
The City of Half Moon Bay contracted with The Pollart - Anderson - Group to prepare
a Focused Initial Study and Negative Declaration for the proposed Naples Beach Vista
Subdivision. The project sponsor sought from the City approval of a General Plan
Amendment and Subdivision, leading to development of a six acre site adjacent to Highway
1 and Naples Creek for residential and retail uses. The two major topical issues addressed
in the Study focused on biotic resources, due to the site's adjacency to the sensitive riparian
habitat of Naples Creek, and traffic and circulation because of the access proposed to be
taken from Highway 1.
4.
Brentwood General Plan Environmental Impact Report Review - City of Brentwood,
Ca
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The Poll art - Anderson - Group was retained by the City of Brentwood to review the
recently completed Environmental Impact Report prepared for the City's proposed new
General Plan. The Pollart - Anderson - Group performed the review on behalf of the City
to ensure that the document was adequate with respect to requirements of the California
Environmental Quality Act and that it satisfied applicable provisions of the California
Government Code.
s. Bel Marin Keys Unit.V' - Novato, Ca
While on staff with the Marin County Community Development Agency, Dain Anderson
served as project manager for the review and processing of the proposed Bel Marin Keys
Unit .V' Rezoning and Master Plan. Mr. Anderson's responsibilities for this large
marina/water recreation-oriented residential community included overseeing a consultant
team responsible for preparation of a combined Environmental Impact State/Environmental
Impact Report, and design review of the overall project design to ensure satisfaction of tbe
Agency's environmental and design goals.
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6. Turtle Rock Enclave VII Master Plan - City of Irvine, Ca
While on staff with the City of Irvine Community Development Department, Dain Anderson
served as project manager for the review and processing of the proposed Turtle Rock
Enclave VII Master Plan and Master Subdivision, as well as all subsequent project
subdivisions and use permits. Mr. Anderson's responsibilities for this hillside community
included directing a multi-disciplinary team of professionals in the review of the proposed
projects to ensure compliance with applicable land use regulations, to ensure that the spirit
of the City's hillside regulations were realized, and to guide architectural designs which
respected the unique hillside environment.
7. Ramos Marina - City of West Sacramento, Ca
While with another fIrm, Ms. Poll art served as project manager for preparation of an
Environmental Impact Report for the proposed development of a 350-slip marina,
Harbormaster, and associated office uses, and a floating restaurant, all adjacent to the
Sacramento River. SignifIcant issues included river congestion (due to other nearby marinas
and associated boat traffic), significant raptor nests located across the site, and potential
impacts to on-site uses/persons due to adjacent fuelj oil storage facilities. In-depth
discussions and negotiations with the State Lands Commission were necessary prior to
project approval.
8. Centrage Town-in- Town EIR - City of Sacramento, Ca
Ms. Poll art, while with STA Planning, Inc. served as project manager for preparation of an
Environmental Impact Report for a large-scale development, which included office, hotel,
commercial, and high-rise residential uses. The site was bordered by Interstate 80, Southern
Pacific Railroad tracks, and single-family residential uses. The project was unique in that
it was the City's first attempt at in-fill development of this type and magnitude. Potential
impacts analyzed in the EIR included transportation/circulation, air quality,
visual/aesthetics, biology, and hazardous resources (methane gas was found to be migrating
on-site from a nearby landfIll). The project itself was highly controversial with the
surrounding single-family residents and was not approved at the time.
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9. City of Concord - Staff Liaison
While with ST A Planning, Inc., Ms. Pollart served as staff liaison between the developers,
contracted EIR consultants, City staff, and the Planning Commission and City Council for
the proposed Crystyl Ranch project. Crystyl Ranch was the first hillside/golf course/high-
end development proposal to come before the City. Ms. Pollart advised City staff as to their
role in project management and review of the application and EIR; met with the EIR
consultants to comment on the EIR; advised the developers on project re-designing to meet
the desires of the City; and advised the City decision makers as to the political and social
ramifications of the project. Ultimately, the EIR was certified and the project was
approved, an approval later reversed by a neighborhood-sponsored initiative.
Other relevant experience 'of The Pollart - Anderson - Group and its principals include:
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Alton Square Village Commercial Center Master Plan, City of Irvine
Baywood Canyon Residential and Equestrian Community General Plan Amendment,
Rezoning, Master Plan, and Tentative Subdivision Map, Marin County Community
Development Agency
Bel Marin Keys Unit II\", Residential and Commercial Community Rezoning and
Master Plan, Marin County Community Development Agency
Braun Court Affordable Housing Development Plan and Tentative Subdivision Map,
Marin County Community Development Agency
Civic Center Site Selection, City of Irvine
Harvard Manor Housing and Community Development Block Grant Program
Administration, City of Irvine
Irvine Fiscal Impact Model and Analysis, City of Irvine
Irvine Master Environmental Assessment, City of Irvine
Kuth Ranieri Parcel Map, Marin County
Mt. Barnabe Cellular Telephone AnteIll1a Site, Marin County Community
Development Agency
Mt. Burdell Telecommunications Tower, Marin County Community Development
Agency
Neil's Island Cellular Telephone AnteIll1a Site, Marin County Community
Development Agency
Quarry Hills Fiscal Impact Analysis, Town of Los Altos Hills
Regional Housing Allocation Model, Kings County Regional Planning Agency
Regional Housing Needs Assessment, Kings County Regional Planning Agency
Regional Transportation Plan Update, Kings County Regional Planning Agency
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. San Anselmo Zoning Ordinance Update and Revision, Town of San Anselmo
. Sewer Enterprise Plan, City of Brentwood
. Shadow Creek Residential Conununity Master Plan and Tentative Subdivision Map,
Marin County Community Development Agency
. Turtle Rock Enclave VII Residential Conununity Master Plan and Subdivision, City
of Irvine
. Turtle Rock Enclave VII Neighborhood Park, City of Irvine
. Village of Westpark Fiscal Impact Model and Analysis, City of Irvine
. Water Enterprise Plan, City of Brentwood
. Zoning Ordinance Update and Revision, Town of San Anselmo
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PROFESSIONAL EXPERIENCE,
EDUCATION,
REGISTRATIONS,
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PROFESSIONAL POSmONS
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MICHAEL A. PORTO
Specific services as an augment to City Staff has been a prime service of Mr. Porto.
Whether working within City facilities on a day-to-day or project-by-project basis, or outside
City offices, he has provided several agencies with extensive background in subdivision
design and analysis, zone code preparation and general current planning activities.
PROFESSIONAL EXPERIENCE
Park and Recreation Planning Tentative Map Review
Site Plan Design Preparation Preparation of Conditions of Approval
Subdivision Design Design Review
Tentative Map Preparation CUP, TUP, Variance Report Preparation
Environmental Impact Report PreparatioRlanning Commission/City Council Presentation
Zoning Ordinance Preparation EngineerIng Procedures Manual Preparation
Building Code Adoption Development Processing
Subdivision Ordinance Preparation General Plan Amendment
Design Guidelines Zone Changes
Redevelopment Project Area Mapping Grading Ordinance Preparation
.. and Legal Description Preparation Blight Report Preparation
EDUCATION
Master of Urban Planning
California State Polytechnic University, Pomona
Pomona, California
1982
Bachelor of Science, Architecture
California State Polytechnic University, Pomona
Pomona, California
1975
Associate of Architecture
East Los Angeles College
Los Angeles, California
1973
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PROFESSIONAL POSmONS
Principal 1985 to Present
Stevenson, Porto & Pierce, Inc.
Irvine and San Francisco, California
(Land Planning, Civil Engineering, Land Surveying,
and Environmental Planning)
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Psomas & Associates
Costa Mesa, California
(Land Planning, Civil Engineering, Land Surveying)
I' Project Manager 1979 to 1983
I Rosenow Spevacek Group, Inc.
Santa Ana and San Diego, California
(Redevelopment Project Area Formation, Administration,
Governmental Consulting, Land Planning, Environmental
Impact Report and Preparation)
Project Manager 1981 to 1982 .
USA Properties Fund, Inc.
Santa Monica, California and Dallas, Texas
(Land Development)
Assistant Director of Planning
Robert Bein, William Frost & Associates
Newport Beach, California
(Land Planning, Civil Engineering, Transportation Planning,
Environmental Services, Governmental Consulting)
1979 to 1981
Senior Planner
City of Irvine
Irvine, California
1976 to 1979
Planner
City of San Gabriel
San Gabriel, California
1974 to 1976
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WILLIAM F. YOUNG
Mr. Young brings a strong engineering background to Stevenson, Porto & Pierce, lnc.. His
duties range from design of infrastructural improvements for cities, counties and local
jurisdictions to plan checking and CIP project management.
PROFESSIONAL EXPERlENCE
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Agency Plan Checking
Preparation of Conditions of Approval
Site Plan Design Preparation
Subdivision Design
Tentative Map Preparation
Sewer System Master Plan & Design
Sewer Pump Station & Force Main Design
Storm Drain Design
Flood Control Detention Design
"Letter of Map Revision" FEMA Processing
Master Plan of Drainage Study Preparation
Stream & Creek Bank Protection Design
lntermodel Rail Facility Planning & Design
Technical Expert for State of California
Pavement Failure Investigations
Plan Check Review
Traffic Control Design
Multiple Agency Coordination/Processing
NPDES Storm Water Permitting
Tentative Tract Map Review
Storm Drain System Deficiency Studies
CUP Variance Processing
Planning Commission/City Council Presentation
Highway and Local Street Design
Water System PI~g & Design
Storm Water Pump Station Design
Flood Control Channel Design
Flood Plain Mapping
Creek Bed Monitoring Reports
Erosion/Sedimentation Study Preparation
Commuter Rail Station Design
Expert Witness Investigation & Testimony
Pavement Rehabilitation Design
Grading Design-Residential & Industrial
Management of Federally Funded Projects
Legal Description Preparation
U.S. Army Corps of Engineers Permitting
Department of Fish & Game Permitting
EDUCATION
Bachelor of Science, Civil Engineering
California State Polytechnic University, Pomona, California
1979
REGISTRATIONS
Civil Engineering
California 35715
Nevada 8262
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PROFESSIONAL POSmONS
V.P./Director of Engineering 1996 to Present
Stevenson, Porto & Pierce, Inc.
Irvine and San Francisco, California
(Land Planning, Civil Engineering, Land Surveying,
and Environmental Planning)
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I Huitt - Zollars
I Tustin, California; Dallas, Texas &
I Phoenix, Arizona
(Civil Engineering, Construction Management,
Land Surveying, Transportation Engineering,
Mechanical Engineering, Architecture, Electrical
Engineering)
Project Manager 1985 to 1992
Williamson & Schmid
Tustin, California .
(Civil Engineering, Land Planning,
Land Surveying)
Project Manager 1979 to 1985
Psomas & Associates
Costa Mesa, California
(Land Planning, Civil Engil!~ering,
Land Surveying)
Design Engineer 1978 to 1979
PRC Toups
Orange, California
(Land Planning, Civil Engineering,
Land Surveying)
Engineer Aide 1974 to 1979
City of Fountain Valley
Fountain Valley, California
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DEBRA POLLART
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PROFESSIONAL EXPERIENCE
Environmental Impact Report Preparation
CEQA Administration/Legal Review
Project Management
Land Use Plan/Policy Development
Proposal Preparation
Public Agency Staff Services
Business Development
Staff Supervision/Development
EDUCATION
Bachelor of Arts Physical Geography
University of California, Santa Barbara
Continuing Education Courses
University of California Extension
AFFILIATIONS
American Planning Association
Urban Land Institute
Association of Environmental Professionals
General Plan preparation
Community Relations
Public Agency Coordination
Public Speaking
Consultant Team Supervision
Development Processing
Inter-Office Budget Financing
Contract Negotiations
1985
On-going
PROFESSIONAL POSmONS
Principal
Poll art Anderson Group
Menlo Park, California
Director - Final Placement
Research Associate - Initial Placement
ST A Planning, Inc.
Newport Beach and San Francisco, California
1992 to Present
1987 to 1992
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Research Assistant
County of Santa Barbara
Resource Management Department
Division of Environmental Review
Santa Barbara, California
1985 to 1986
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DAIN ANDERSON
PROFESSIONAL EXPERIENCE
Environmental Impact Report Preparation
General Plan Development and Administration
Ordinance Development and Administration
Land Use Plan and Policy Development
Contract Negotiation and Administration
Fiscal Impact Analysis
Staff Supervision and Development
Design Review Administration
EDUCATION
Bachelor of Science in Urban Planning
California State Polytechnic University, Pomona
Pomona, California
Associate of Science in Architectural Technology
Southwestern Community College
Chula Vista, California
Continuing Education Courses
University of California Extension Program
CEQA Administration
Project Management
HCDBG Program Administration
Public Speaking
Consultant Team Supervision
Development Processing
LCP Administration
Subdivision Map Act Administration
1975
1972
On-going
PROFESSIONAL POSmONS
Principal
The Pollart Anderson Group
Menlo Park and Mill Valley, California
Principal Planner
County of Marin
Planning Department
San Rafael, California
1992 to Present
1990 to 1994
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Assistant Director of Planning 1989 to 1990
Town of San Anselmo
Public Works and Planning Department
San Anselmo, California
Acting Principal Planner 1978 to 1989
, City of Irvine
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i Community Development Department
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Planner III 1977
County of San Bernardino
I, Environmental Improvement Agency
San Bernardino, California
Planner II 1975 to 1977
Kings County
Planning Department/Regional Planning Agency
Hanford, California .'
Designer 1972 to 1973
Saratoga Development Corporation
San Diego, California
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STANDARD CONTRACTUAL SERVICES AGREEMENT
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THIS AGREEMENT is made at Dublin, California, as of April 10, 1996, by and between the CITY OF
DUBLIN, a municipal corporation ("CITY"), and Cannon Design Group ("CONTRACTOR"), who agree as
follows:
1. SERVICES. Subject to the terms and conditions set forth in this Agreement, CONTRACTOR
shall provide to CITY the services described in Exhibit A. CONTRACTOR shall provide said services at the
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time, place and in the manner specified in Exhibit A.
2.
PAYMENT. CITY shall pay CONTRACTOR for services rendered pursuant to this Agreement
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at the time and in the manner set forth in Exhibit B. The payments specified in Exhibit B shall be the only
payments to be made to CONTRACTOR for services rendered pursuant to this Agreement. CONTRACTOR
shall submit all billings for said services to CITY in the manner specified in Exhibit B; or, if no manner be
specified in Exhibit B, then according to the usual and customary procedures and practices which
.bON ~RACTOR uses for billing clients similar to CITY.
3. FACILITIES AND EQUIPMENT. Except as set forth in Exhibit C, CONTRACTOR shall, at its
sole cost and expense, furnish all facilities and equipment which may be required for furnishing s.:{vices
pursuant to this Agreement. CITY shall furnish to CONTRACTOR only the facilities and equipment listed in
Exhibit C according to the terms and conditions set forth in Exhibit C.
4. GENERAL PROVISIONS. The general provisions set forth in Exhibit D are part of this
Agreement. In the event of any inconsistency between said general provisions and any other terms or
conditions of this Agreement, the other term or condition shall control insofar as it is inconsistent with the
general provisions.
5. EXlllBITS. All exhibits referred to herein are attached hereto and are by this reference
.corporated herein.
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6. CONTRACT ADMINISTRATION. This Agreement shall be administered by Richard C.
Ambrose ("ADMINISTRATOR"). All correspondence shall be directed to or through the ADMINISTRATO~
or his or her designee. ..,
7. NOTICES. Any written notice to CONTRACTOR shall be sent to:
Larry Cannon, Principal
Cannon Design Group
40 Gold Street
San Francisco, CA 94133
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Any written notice to CITY shall be sent to:
City of Dublin Attn: Richard Ambrose
P. O. Box 2340
Dublin. CA 94568
Executed as of the day fIrst above stated:
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CITY OF DUBLIN
a municipal corporation
By
"CITY"
Attest:
City Clerk
Approved as to form:
By
"CONTRACTOR"
City Attorney
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EXHIBIT A
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SCOPE OF SERVICES
Provision of Planning and/or Biological consulting services to the City of Dublin regarding
· Processing of development entitlements
· Conducting biological surveys as may be required in conjunction with development entitlements
Said services shall be performed at the direction of the Community Development Director on an as needed
basis. The term of this contract shall commence on April 10, 1996 and terminate on April 10, 1997.
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eExhibit A
Page 1 of 1
4/1190
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EXHIBIT B
PAYMENT SCHEDULE
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CITY shall pay CONTRACTOR an amount not to exceed $65.00 per hour for consulting services to be
performed pursuant to this Agreement. The hourly rate is inclusive of all staff support and no additional amounts
shall be payable for faxing, postage, messengers or other material costs. CONTRACTOR shall submit monthly
invoices during the term of this Agreement, but not more often than once a month.
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The total hourly sum stated above shall be the total which CITY shall pay for the hourly services to be
rendered by CONTRACTOR pursuant to this Agreement. CITY shall not pay any additional sum for any
expense or cost whatsoever jncurred by CONTRACTOR in rendering services pursuant to this Agreement.
CITY shall make no payment for any extra, further or additional service pursuant to this Agreement
unless such extra service and the price therefor is agreed to in writing executed by the City Manager or 0.,
designated official of CITY authorized to obligate CITY thereto prior to the time such extra service is renderP ,
The services to be provided under this Agreement may be terminated without cause at any point in time
in the sole and exclusive discretion of CITY. In this event, CITY shall compensate the CONTRACTOR for all
outstanding costs incurred as of the date of written notice thereof and shall tenninate this Agreement.
CONTRACTOR shall maintain adequate logs and timesheets in order to verify costs incurred to date.
The CONTRACTOR is not authorized to perform any services or incur any costs whatsoever under the
terms of this Agreement until receipt of a fully executed Purchase Order from the Finance Department of the City
of Dublin.
Exhibit B
Page 1 ofl
4/1/90
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EXHIBIT C
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CITY shall furnish physical facilities such as desks, filing cabinets, and conference space, as may be
reasonably necessary for CONTRACTOR'S use while consulting with CITY employees and reviewing records
and the information in possession of CITY. The location, quantity, and time of furnishing said physical
facilities shall be in the sole discretion of CITY. In no event shall CITY be obligated to furnish any facility
which may involve incurring any direct expense, including, but not limiting the generality of this exclusion,
long-distance telephone or other communication charges, vehicles, and reproduction facilities.
.
Exhibit C
Page 1 of 1
4/1 /90
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EXHIBIT D
1.
INDEPENDENT CONTRACTOR.
GENERAL PROVISIONS
At all times during the term of this Agreemen~
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CONTAACTOR shall be an independent contractor and shall not be an employee of CITY. CITY shall have
the right to control CONTRACTOR only insofar as the results of CONTRACTOR'S services rendered pursuant
to this Agreement; however, CITY shall not have the right to control the means by which CONTRACTOR
accomplishes services rendered pursuant to this Agreement.
2. LICENSES: PERMITS: ETe. CONTRACTOR represents and warrants to CITY that he has all
licenses, permits, qualifications and approvals of whatsoever nature which are legally required for
CONTRACTOR to practice his profession. CONTRACTOR represents and warrants to CITY that
CONTRACTOR shall, at his sole cost and expense, keep in effect at all times during the term of this Agreement
any licenses, permits, and approvals which are legally required for CONTRACTOR to practice his profession.
3. IIME. CONTRACTOR shall devote such time to the performance of services pursuant to this
Agreement as may be reasonably necessary for satisfactory performance of CONTRACTOR'S obligations
pursuant to this Agreement. .
4. INSURANCE REQUIREMENTS. CONTRACTOR shall procure and maintain for the duration
of the contract insurance against claims for injuries to persons or damages to property which may arise from or
in connection with the performance of the work hereunder by the CONTRACTOR, his agents, representatives,
employees or subcontractors.
(a) Minimum Scope ofInsurance. Coverage shall be at least as broad as:
1. Insurance Services Office form number GL 0002 (Ed.I/73) covering comprehensive
General Liability and Insurance Services Office form number GL 0404 covering Broad
Form Comprehensive General Liability; or Insurance Services Office Commercial
General Liability coverage ("occurrence" form CG 0001.)
2. Insurance Services Office form number CA 0001 (Ed. 1/78) covenng Automobile
3.
Liability, code 1 "any auto" and endorsement CA 0025.
Workers' Compensation Insurance as required by the Labor Code of the State of
California and Employers Liability Insurance. .
Exhibit D
Page 1 of5
4/1/90
tlD
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(b) , Minimum Limits ofInsurance. CONTRACTOR shall maintain limits no less than:
1. General Liability: $1,000,000 combined single limit per occurrence for bodily injury,
personal injury and property damage. If commercial General Liability Insurance or other form
with a general aggregate limit is used, either the general aggregate limit shall apply separately to
this project/location or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: $1,000,000 combined single limit per accident for bodily injury
and property damage.
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3. Workers' Compensation and Employers Liability: Workers' Compensation limits as
required by the Labor Code of the State of California and Employers Liability limits of
$1,000,000 per accident.
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(c)
Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be
declared to and approved by the CITY. At the option of the CITY, either the insurer shall reduce
or eliminate such deductibles or self-insured retentions as respects the CITY, its officers,
officials and employees; or the CONTRACTOR shall procure a bond guaranteeing payment of
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losses and related investigations, claim administration and defense expenses.
(d)
Other Insurance Provisions. The policies are to contain, or be endorsed to contain, the following
proVIsIOns:
1. General Liability and Automobile Liability Coverages.
a. The CITY, its officers, officials, employees and volunteers are to be covered as
insureds as respects: liability arising out of activities performed by or on behalf of
the CONTRACTOR; products and completed operations of the CONTRACTOR,
premises owned, occupied or used by the CONTRACTOR, or automobiles
owned, leased, hired or borrowed by the CONTRACTOR. The coverage shall
contain no special limitations on the scope of the protection afforded to the CITY,
its officers, officials, employees or volunteers.
Exhibit D
..Dage 2 of 5
t/l/90
'II
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b. The CONTRACTOR'S insurance coverage shall be primary insurance as respects
the CITY, its officers, officials, employees and volunteers. Any insurance or self- .
insurance maintained by the CITY, its officers, officials, employees or volunteer.
shall be excess of the CONTRACTOR'S insurance and shall not contribute with
it.
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c.
Any failure to comply with reporting provisions of the policies shall not affect
coverage provided to the CITY, its officers, officials, employees or volunteers.
d. The CONTRACTOR'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.
2. Workers' Compensation and Employers Liability Coverage.
The insurer shall agree to waive all rights of subrogation against the CITY, its officers,
officials, employees and volunteers for losses arising from work performed by the
CONTRACTOR for the CITY.
(e)
Acc~ptability of Insurers. Insurance is to be placed with insurers with a Bests' rating of no les.,
than A:VII.
(f)
Verification ofCovera2'e. CONTRACTOR shall furnish CITY with certificates of insurance and
with original endorsements effecting coverage required by this clause. The certificates and
endorsements for each insurance policy are to be signed by a person authorized by that insurer to
bind coverage on its behalf. The certificates and endorsements are to be received and approved
by the CITY before work commences. The CITY reserves the right to require complete, certified
copies of all required insurance policies, at any time.
Cg) Subcontractors. CONTRACTOR shall include all subcontractors as insureds under its policies or
shall furnish separate certificates and endorsements for each subcontractor. All coverages for
subcontractors shall be subject to all of the requirements stated herein.
(h) The Risk Manager of CITY may approve a variation in those insurance requirements upon a
determination that the coverages, scope, limits and forms of such insurance are either not
commercially available or that the CITY's interests are otherwise fully protected.
.
Exhibit D
Page 3 of5
4/1 /90
u,.
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CONTRACTOR NO AGENT. Except as CITY may specify in writing, CONTRACTOR shall have no
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authority, express or implied, to act on behalf of CITY in any capacity whatsoever as an agent.
CONTRACTOR shall have no authority, express or implied, pursuant to this Agreement to bind CITY
to any obligation whatsoever.
4. ASSIGNMENT PROHIBITED. No party to this Agreement may assign any right or obligation pursuant
to this Agreement. Any attempted or purported assignment of any right or obligation pursuant to this
Agreement shall be void and of no effect.
5. PERSONNEL. CONTRACTOR shall assign only competent persolll1el to perform services pursuant to
this Agreement. In the event that CITY, in its sole discretion, at any time during the term of this
Agreement, desires the removal of any such persons, CONTRACTOR shall, immediately upon receiving
notice from CITY of such desire of CITY, cause the removal of such person or persons.
6. STANDARD OF PERFORMANCE. CONTRACTOR shall perform all services required pursuant to
this Agreement in the manner and according to the standards observed by a competent practitioner of the
.:.
profession in which CONTRACTOR is engaged in the geographical area in which CONTRACTOR
practices his profession. All instruments of service of whatsoever nature which CONTRACTOR
delivers to CITY pursuant to this Agreement shall be prepared in a substantial, first class and
workmanlike manner and conform to the standards of quality normally observed by a person practicing
in CONTRACTOR's profession.
7. HOLD HARMLESS AND RESPONSIBILITY OF CONTRACTORS. CONTRACTOR shall take all
responsibility for the work, shall bear all losses and damages directly or indirectly resulting to him, to
any subcontractor, to the CITY, to CITY officers and employees, or to parties designated by the CITY,
on account of the performance or character of the work, unforeseen difficulties, accidents, occurrences or
other causes predicated on active or passive negligence of the CONTRACTOR or any subcontractor.
CONTRACTOR shall indenmify, defend and hold harmless the CITY, its officers, officials, directors,
employees and agents from and against any or all loss, liability, expense, claim, costs (including costs of
defense), suits, and damages of every kind, nature and description directly or indirectly arising from the
performance of the work. This paragraph shall not be construed to exempt the CITY, its employees and
. officers from its own fraud, willful injury or violation of law whether willful or negligent.
Exhibit D
Page 4 of5
4/1 /90
L/~
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For purposes of Section 2782 of the Civil Code the parties hereto recognize and agree that this
agreement is not a construction contract. By execution of this agreement CONTRACTO.-,
acknowledges and agrees that he has read and understands the provisions hereof and that this paragraph
is a material element of consideration.
Approval of the insurance contracts does not relieve the CONTRACTOR or subcontractors from
liability under this paragraph.
8. GOVERNMENTAL REGULATIONS. To the extent that this Agreement may be funded by fiscal
assistance from another governmental entity, CONTRACTOR shall comply with all applicable rules and
regulations to which CITY is bound by the terms of such fiscal assistance program.
9. DOCUMENTS. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda or
other written documents or materials prepared by CONTRACTOR pursuant to this Agreement shall
become the property of CITY upon completion of the work to be perfonned hereunder or upon
termination of the Agreement.
."
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Exhibit D
Page5 of 5
4/1/90
g:agenda \96\4-9contr
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CANNON DESIGN GROUP
EXPERIENCE
BRENTWOOD HILLS -Brentwood, California
CDG served as an e>..1ension of Brent wood's Community Development staff for the review and
processing ofa 300 residential lot development proposal on 100 acres at the cities growing edge.
Larry Cannon reviewed project proposals, prepared staffreports for Plarming Commission study
sessions and hearings, coordinated the work of the selected environmental impact specialist, and
prepared final documents and resolutions for Commission and Council adoption of a General Plan
Amendment, Annexation and Prezoning. He also followed on with detailed review and
coordination of the project's Tentative Map.
Significant issues included revisions of the plan to relate to the special topographic conditions of
the site, coordination of policies for open space buffers between the cities of Brent wood and
Antioch, resolution of uncertainties regarding site access relative to the future Highway 4
Bypass, road and open space connections to adjacent subdivision projects, and the phase out of
several active oil wells.
SPECIAL PLANNlNG AREA "D" - Brentwood, California
CDG also served as an extension of city stafffor this 325-acre mixed use development involving six
property owners. The final plan included residential development at a variety of densities and regional
commercial uses. The planning area was bordered along its entire northern boundary by Marsh Creek
_ a waterway consisting of a mix of natural riparian environment and groomed flood control
channeling. Integration of a substantial flood control basin was a major part of the project's
challenge. CDG worked directly with the land owners and the Planning Commission to craft a
mutually acceptable plan, and prepared the final PD documents for adoption.
Study sessions with the Planning Commission, supported by comprehensive analyses and staff reports,
assisted in isolating issues and making the review and planning process relatively painless for both the
Commission and the Applicant.
COWELL RANCH - Brentwood, California
CDG is currently working with the City ofBrentwood's Community Development Department in the
review and evaluation of a 4300-acre proposed mixed use project including 5300 residential units,
retail shopping, business park uses, recreational facilities and a community college site. The work
has included plan analysis and issues identification for the City and Contra Costa County planning
staffs, the detailed scheduling of review and approval processes, coordination of the project's internal
roadway network with adjacent proposed subdivisions, initial research and contacts related to an
active economic development program by the City and Applicant, and the coordination of review and
approval procedures between the City and County.
CANNON DESIGN GROUP
40 GOLD STREET SAN FRANCISCO CA 94133
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T ASSAJAR-\ VALLEY PLAN REVIEW - South Contra Costa County. California
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CDG is working with Mills Associates on the Environmental Impact Report of a 4500-acre, 6200-unit
proposed development in the valley and adjacent hillsides at the southern boundary of the county
adjacent to Dublin. CDG responsibilities include plan review and visual analysis for this
environmentally sensitive site.
ALAMO SPRINGS - Danville. California
CDG served as coordinating staff for the Town ofDanville and Contra Costa County for a major
residential project on a property spanning the border between the two governmental entities.
Work included the coordination of work by the environmental impact consultant, plan review and
analysis, and the preparation offinal content coordinated documents which could be approved by
both the Town Council and the County Board of Supervisors.
DOWNTOWN DUBLIN SPECIFIC PLAN - Dublin. California
Prepared in 1987 by Larry Cannon, the Specific Plan looked at existing conditions and the future
potentials for the downtown area. The plan was crafted to maintain Downtown Dublin as a
strong regional retail center, enhance the quality of the area, achieve a greater identification with
the City of Dublin and to update development standards inherited from the county.
....
,.
The plan included land use, circulation, parking, and urban design plans as well as strategies for
the implementation of the plan.
PLEASANTON DESIGN REVIEW - Pleasanton. California
CDG serves as a special design review consultant for the City of Pleasanton to evaluate and
recommend changes to projects with substantial public visibility and potential controversy. Recent
projects have includes a 500,000 square foot warehousing facility in Hacienda Business Park, an
Office Max Store, a new freeway-oriented shopping center adjacent to the new Wal-Mart, a new
Sears Store anchor at the Stoneridge Regional Shopping Center, the major redevelopment of a
neighborhood shopping center including a new Safeway store, fast food restaurants, and several
residential developments including apartments and small-lot single family detached homes.
CDG has a long history of preparing comprehensive design guidelines and providing design review
services. Other communities have included Orinda, Pleasant Hill, Hollister, and Redwood City. CDG
also provides these services as a part of their responsibilities as the Campus Consulting Architect to
the University of Victoria in British Columbia and to the California State University at Hayward.
.
CANNON DESIGN GROUP
40 GOLD STREET SAN FRANCISCO CA 94133
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CANNON DESIGN GROUP
The Firm
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CDG is a multi-disciplinary firm providing planning, urban design and architectural services to cities,
counties, institutions of higher education and the private development community. Founded in 1990
by Larry L Cannon, the firm specializes in planning services for projects, plans and regulations where
the character and quality of the built environment are of substantial importance to the community and
project sponsors. CDG is composed of planners, architectS and urban designers who bring to each
project the understanding of public sector goals and prlva1e sector objectives necessary to craft realistic
and successful plans, policies and development regulations.
For seventeen years prior to the founding of CDG, Mr. Cannon was a principal of the well-known San
Francisco :firm of Wurster, Bernardi and Emmons - a :firm perhaps best known for the design of
GhirardeIli Square and their design sensitivity to site and community. He brings to CDG that same
philosophy of planning and design for human needs and visual enrichment that characteriZed WBE's
over flIty years of recogniZed social conscience and design excellence.
The Cannon Design Group emphasiZes a,high level ~f personal service on each and every job. Mr.
Cannon is involved in the derailed planning and design of all projects and brings over twenty-five years
of planning and architectural experience to bear on the unique problems and aspects of each. CDG
always seeks to use its depth of experience to seek solutions which are fresh and uniquely appropriate
to their site and community.
Recent projects have included small community downtown plans, historic conservation plans, a Village
Design Manual, commercial facade improve:inc:nts, university campus master plans, a downtown zoning
ordinance framework for a major metropolitan city, the provision of project management services as
the extension of city and county planning staffs, community design review services, and the planning
and design of a Factory Outlet Mall.
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CA.I'IlNON DESIGN GROI)P
40 GOll) STREET SAN FRANCISCO CA 94133 (415) 433-6945
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P L ,-;. \: :\ I\: G
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CA 9-l-133
FAX: 415 433-695]
TEL 4]:5 433-69-l-~
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THE CAN1'\ON DESIGN GROUP is a multi-
disciplinary firm providing architectural, planning
and urban design services to the public and private
sectors. Founded in 1990 by Larry L. Cannon, the
firm and staff continue the work and traditions
established by him over seventeen year$ as a principal
of Wurster, Bernardi and Emmons, the firm
responsible for San Francisco's Ghirardelli Square.
With a strong base of experience in both the
architectural and planning fields, the firm specializes
in physical design solutions which are sensitive to
both site and community. Past projects have ranged
in scale from downtown plans for small communities
to new town plans, from small commercial
rehabilitation projects to shopping center plans, and
from neighborhood revitalization to major
redevelopment strategies. Specialized experience
and services include:
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PLANNING
Specific Plans
Master Plans
Downto'.;':,,: R, "'italization Plans
Zoning :':::.: ,- ,;,:1 Ordinances
Waterfr()n~ ?;J:1S
School Reuse Plans
Campus Plans
URBAN DESIGN
Urban Design Plans
Design Guidelines
Design Review
Publi c Improvements Design
Facade Rehabilitation Programs
Design Consultation
REDEVELOPMENT
Redevelopment Strategies
Redevelopment Master Plans
Parcel Offerings and Guidelines
Implementation and Funding Plans
HISTORIC PRESERVATION
Historic Conservation Plans
Historic District Design Guidelines
Adaptive Reuse Design
PROJECT MANAGEMENT
Development Review
Public Agency Staff Suppon
Subdivision Review and Processing
ARCHITECTURE
Downtown COmmercial Buildings
Facade Rehabilitation
Performing Ans Theatres
Residential Development
Higher Education Facili ties
Public Libraries
San Francisco Pier 3
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Hollister Puhlic Improyements
San Jose Nihonmachi Guidelines
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Historic Conservation Plan
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Cin' ofBrenm'ood
Brentv.'ood Hills Project Management
Cit)' of Campbell
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Hamilton School Site Reuse Study
Cin' ofCarfsbad
Carisbad Vil1aee Master Plan and
Implementation Strategy
Cin'ofDublin
DO\\.lltown Specific Plan
Cin' of Hoboken, Nel\' JerseY
Eri e- Lackawanna Railroad and F eITY
T errninal Renovation
DowntO\\ll Waterfront Plan
Waterfront Housing
City of Hollister
Do~nto\\ll Urban Design Plan
Downto\\ll Design Guidelines
Facade Improvement Program
City oflrvine
Pertorrning Arts Theatre
CitJ of Lake Oswego, Oregon
Do\\ntown Master Plan
Cin' of Michigan Citv ,Indiana
North End Reaeveloprnent Strategy Plan
North End Recreation Master Plan
Cln' ofMountaln View
North Bay Shore Development Plan
Bill GTaham Presents
.Amphitheater Master Plan
Ferrari Land Fill Site Reuse Study
CitvofOriDda
Theime Square Design Review
Latvian Church Design Review
Allen Office Building Design Review
Cin' of Pasadena
West Colorado Boulevard Revitalization
Plan
Cif)' of Pins burg
New Y orkLanding Design Guidelines
Cin' of Pleasant Hill
DoWntown Redevelopment Master Plan
Redevel~entProjects Design
ConsultanoD
Redevelopment Parcel Offerings
City Hall Siting Evaluation
Citv of Pleasant on
Libiary Planning and Design
Cin' of Sacramento
oak' Park Neicllborhood Redevelopment
Plan -
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Representative Clients and Projects
City of San Jose
Do~nlOv,ll ZoniIll! Ordinance
Jackson-Tavlor Neicllborhood
Rc\;talizati'on Plan -
Nihonmachi Neicllborhood Business
District Plan -
Monroe County. Florida .
Key West HarbOr Redevelopment
New World Development Corporation
Tai Mui Sha, China, New Town Plan
Pasadena Redevelopment Agencv
Plaza Pasadena DesilID Revie\\' .
Consultation -
Ci\'ic Center Plaza Study
Price Development Company
Downtown Boise Redevelopment Plan
Downtown Santa Barbara Shopping Cente:
Study
The Woodlands Development
Corporation
New Town Commercial Center
Office Center Master Plan
Lake Woodlands Development Master PIa:-,
Town ofDanville
Downtown Plan and Implementation
Program
Hartz Avenue Mini-Park Plan
Charlotte Wood School Site Reuse
New Branch Library Predesign
Universin' of Victoria
Campus Consulting Architect
Married Student Housing Master Plan
California State U niversit)',HaY"..' '~',..:,
Campus Consulting Architect ' '
Campus Expansion Study
Student Housing Design Review
CSUHFoundation
Bookstore Mixed-Use Building
Upside Associates
Orinda Office Building Renovation
Cin' of San Mateo
Hilisdale Meadows Area Specilic Plan
Cin' of San Rafael
Highway 101 Corridor Design Guidelines
Cin' of San Ramon
Alcosta Mall Area Plan
Kodak Facility Reuse Study
Ci\;c Facilities Master Plan
Cin' ofSunm'yaJe
Southern pacific Railroad Corridor Specific
Plan
City ofUkiab
Redevelopment Strategy Plan
Contra Costa Counn'
Alamo Springs ProjectManagement
Interfand Development Compan~'
San Francisco Pier 3 Development Plan
Jeff ersoDyille, Indiana Redevelopment
Acrency
Fails L8nding Waterfront Redevelopment
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Los Angeles Communit)'
Redevelopment Agenc"
Bunker Hill Downtown Redevelopment
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Miami Beach RedevelopmentAgenc~'
South Shore Redevelopment Plan
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CANNON DESIGN GROUP
Planning and Design Services
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CDG is a multi--disciplioary flnn providing planning, urban design and architectural services. Founded
in 1990, the flnn specializes in public sector planning services for projectS, plans and regulations where
the character and quality of the bunt environment are of substantial importance to the community.
Composed of planners, arch1tectS and urban designers, the :firm brings to each project the
understanding of public sector goals and private sector objectives necessary to craft realistic and
successful plans, policies and development regulations.
· Downtown Revitalization Plans
CDG staff has a depth of experience in downtOwn, commercial, and mixed-use area revitalization planning.
Services include assistance to the community and business associations in formulating commonly shared
visions for future change, development of revitalization strategies, preparation of land use plans and
development regulations, and preparation of comprehensive implementation plans. The firm's work has
included both small, more rural communities and larger urban downtown areas.
· Specific Plans
The firm has many years of experience in the coordination and preparation of comprehensive area plans
which include market analyses, transportation plans, public infrastnlcrore elements, land use regulations,
development controls, design guidelines and funding strategies. Teams are generally assembled for these
projects to include market analysts, transportation planners, implementation and funding specialists and
environmental assessment expertS in addition to the CnG planning and urban design sraff,
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· Urban Design Plans
Over a number of years, CDG has prepared a wide variety of urban design plans including downtown design
plans, street and alleyway beautification plans, community entry and character designs, and mini-park plans.
These plans address the design of specific areas and the means by which public sectOr improvements can
establish a physical framework conducive to increased private sector investment.
· Redevelopment
COG has provided a wide range of services to California redevelopment agencies including redevelopment
SIIategies, area master plans, public sectOr improvement designs, redevelopment parcel offerings and design
review. Projects have ranged from two of the largest redevelopment projects in the United States to modest
redevelopment areas in communities with populations under 25,000 residents. The firm is intimately familiar
with legal requirements and financing mechanisms under California Redevelopment Law.
· Neighborhood Revitalization
The preservation and improvement of existing neighborhoods, especially those under pressure from adjacent
commercial or inappropriate infill development has been a special interest of CDG. Revitalization plans have
analyzed the neighborhood in, its larger physical and social context, clearly defined current problems, and
oafted plans, policies and regulations to address those problems. Older urban neighborhoods often require
special policies and regulations to deal with small lot sizes, high densities of development and other special
problems inherent in their age and development histories.
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CANNON DESIGN GROUP
40 GOlD STREET SAN FRANCISCO CA 94133 (415) 433-6945
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Cannon Design Group
Planning and Design Services 2
· Design and Development Review
Larry Cannon provides design review services to communities and institutions of higher learning for all project
types, Services have included the pIan and architectural review for all projects within redevelopment projects
as weIl as the review of design-challenging projects for which city planning staffs or planning commissions
may need some independent review and advice. Services generally include consultation with city staff,
discussion and negotiations with project applicants and their design professionals, and testimony before
Planning Commissions and City Councils. CDG is often called upon when a city would like to approve a
project but JUSt cannot reach -:greement with the applicants on certain aspects of the project's design. Mr.
Cannon works "'1th all panidp:,,; lIS [Q balance city goals and developer objectives while maintaining the basic
integrity of the architect's design concepts,
· Design Guidelines
Design guidelines is a specialty of CDG which fully utilizes the firm's depth of experience in urban design and
architeCture. Guidelines are formulated which are appropriate to the type and nature of anticipated
development, easy to understand by property owners, and tailored ro the community's established design
re\1ew and approval processes. The rum typically uses successful existing buildings or special design srudies
[Q illustrate design principles and bases design guidelines on these real-life models. Guidelines documents
are heavily illustrated to convey both inspiration and information. Mr. Cannon has over twenty-five years of
design review e>'''perience including service on the Civic Design Committee of the San Francisco Art
Conunission.
· Historic Preservation Plans
CDG prepared two recent Historic Conservation Plans for the City of Benicia - one for the downrown
commercial and residential histOriC district and one for the fonner United States Military Arsenal Property.
CDG staff works with other histOric specialists and local historic society volunteers to establish supportable
historic records and defensible histOric district boundaries. The ftrm also prepares design guidelines and
review processes for property renovation, additions to existing structures and new construction. Larry Cannon
is a former member of the San Francisco Landmarks Preservation Advisory Board and Chair of the City-wide
San Frandsco Parapet Preservation Task Force.
· Facade Improvement Programs
CDG has worked with a number of communities in reviralizing commercial areas through programs to
encourage facade and signage improvements. The work has ranged from the preparation of concept studies
to encourage property owners to take advantage of city facade improvement programs to the detailed
architecU1ral design of building facades for individual owners. The firm emphasizes improvements which are
appropriate to the building character, the community and the customer base of the business. Facade
improvements are designed ro be COSt effective and contribute to the overall Vitality of the surrounding
commercial environment as well as to the site specillc businesses.
· Annexations, General Plan Amendments and Planned Developments
CDG works closely with Community Development staffs in the evaluation of proposed projectS and the
preparation of analyses, staff reports, resolutions and background materials for annexations, prezoning actions,
General Plan amendments, and LAFCO approvals. Work has included comprehensive analysis and text
changes to insure conSistency among the General Plan, Zoning Ordinance and a Specillc Plan.
CA1~'NON DESIGN GROUP
40 GOLD STREET SAN FRANCISCO CA 94133 (415) 433-6945
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Planning and Design Services 3
· Project Management
CDG has worked in the past with the City of Brentwood, the Town of Danville and Conu-.a COSta County as
an e>..'tension of their planning staffs to evaluate and manage specific development projects from inception to
fInal approval. These services have been provided where CUrrent staffing levels require additional assistance
or where coordination of reviews and approvals is needed among multiple jurisdictions, COG prepares issues
analyses, conducts Planning Commission swdy sessions, assembles staff reportS, coordinates submittals and
project changes with the applicant, oversees the environmental review process, and drafts the necessary
documents and resolutions for project approvals.
.
· Development Regulations
Regulations and ordinances are often prepared based more upon specific language in other community's
documents than upon a desired result or the special conditions within the jurisdiction. COG prepares
ordinances which are carefully researched as well as tailored to specific goals related to the development and
design goals of the community. Recent examples include downtown zoning ordinances, zoning provisions
for factory outlet malls and Sign ordinances within downtown pedestrian-oriented areas,
· Community Facilitation
COG assists residents and business groups in identifying community design and development issues, in
visualizing alternative fuwres, and in recommending policies and projects for public action and assistance.
Interviews, focus groups and community workshops are all employed to soliCit community input, and
eXtensive gr.aphic materials are used to u-.anslate ideas into concrete examples for community review,
discussion and modification.
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· Signage and Graphics
CDG prepares entry, directional and environmental sign designs for the public sector in addition to public
building signage design including compliance with ADA standards.
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40 GOLD S'T'RfET SAN FRANCISCO CA 94133 (415) 433-694;
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Representative Experience
. Downtown Revitalization Plans
Carlsbad Village Master Plan - Carlsbad, CA
Atascadero DowntOwn Master Plan - Atascadero, CA
Nihonmachi QapantOwn) Revitalization Plan - San Jose, CA
Belmont DowntOwn Revitalization srudy - Belmont, CA
Downtown Shopping Center Plan - Eugene, OR
Hoboken Downtown Revitalization Srudy - Hoboken, NJ
Downtown Shopping Center Srudy - Santa Barbara, CA
DowntOwn Shopping Center Plan - Eugene, OR
West Colorado Boulevard Revitalization Plan - Pasadena, CA
Additional downtown planning experience is included under Redevelopment below
. Specific Plans '
Oakley Old Town Specific Plan - Oakley, CA
HilIsdale Meadows Specific Plan - San Mateo, CA
Dublin Downtown Specific Plan - Dublin, CA
Southern Pacific Railroad Corridor Specific Plan - Sunnyvale, CA
. Master Plans
San Ramon Civic Facilities Study - San Ramon, CA
Kodak Facility Community Reuse srudy - San Ramon, CA
Medford Cultural Needs Analysis - Medford, OR
Shoreline Amphitheatre Master Plan - Mountain View, CA
Fremont Cultural Arts Center Master Plan Competition - Fremont, CA
Danville Public ubrary Predesign Services - Danville, CA
Ferrari Land Fill Reuse Study - Mountain View, CA
Family Student Housing Master Plan - University of Victoria, British Columbia
Hamilton School Site Reuse srudy - Campbell, CA
Waterfront Revit:alization Master Plan - Hoboken, NJ
Falls Landing Mixed Use Master Plan - Jeffersonville, IN
Tai Mui Sha New Town Plan -- The Peoples Republic of China
The Woodland Marina Center Master Plan - The woodlands,TX
. Urban Design Plans
Tucson ArtS District Concept Plan - Tucson, AZ
DowntOwn Design Plan - Benida, CA
Downtown Urban Design Plan - Hollister, CA
River Walk Master Plan - The Woodlands, TX
Forry.First Street Beautification Plan - Miami Beach, CA
Hartz Avenue Mini-Park Studies - Danville, CA
Jackson Street Beautification plan - San Jose, CA
CA,...'NON DESIGN GROUP
40 COW SnEET SAN FRANCISCO CA 94133 (415) 433-6945
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Cannon Design Group
Representative Experience 2
. Redevelopment
Boise Downtown Redevelopment Master Plan - Boise, ID
South Shore Redevelopment Master Plan - Miami Beach, Fl
Ukiah Redevelopment Strategy - Ukiah, CA
Dam;ille DowntOwn Master Plan - Danville, CA
Campbell Downtown Redevelopment Plan - Campbell, CA
Corvallis Downtown Redevelopment Plan - CorvalliS, OR
Lake Oswego Central Business District Master Plan - Lake oswego, OR
North End Redevelopment Strategy -- Michigan City, IN
Oak Park Redevelopment Plan - Sacramento, CA
Julian StocktOn Project Design Coordination - San Jose, CA
Pleasant Hill Commons Redevelopment Area - Pleasant Hill, CA
Redevelopment Master Plan
pubUc Improvements Plan
Redevelopment Parcel Offerings
Planning ,?,nd Architectural Design RevieW
School Yard Annex Master Plan .
Charlotte Wood School Site - Danville, CA
Reuse Master Plan Study
Redevelopment Parcel Offering Design Guidelines
Alcosta Mall Reuse Master Plan - San Ramon, CA
. Neighborhood Revitalization
Jackson.Taylor Neighborhood Revitalization Plan - San Jose, CA
Oak Park Neighborhood Plan - SacramentO, CA
San Pablo Old Town Redevelopment Strategy - San Pablo, CA
. Design and Development Review
Pleasanton Design Review Consultation - Pleasanton, CA
Unisource
Office Max
Metro 580
Orbits
Orinda Design Review Consultation - Orinda, CA
Theatre Square Theatre, Retail and Office Complex
Latvian Church and Community Center
Office Projects
Hollister Design Review Consultation
500 Block Mixed-Use project
Retail / Office Buildings
Plaza Pasadena Design Review - Pasadena, CA
Community Shopping Center - Hercules, CA
Albany Library and Community Center - Albany, CA
Nathan Road Highrise Commercial Building - Hong Kong
University of VictOria, British Columbia
Over 3 0 projects covering alljorms oj academic and student housing types
Phoenix Housing Project I Phase 2 - The California State University, Hayward
CANNON DESIGN GROUP
40 GOLD STREET SAN FRANCISCO CA 94133 (-415) 433-6945
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· Design Guidelines
Carlsbad Village Design Manual ~ Carlsbad, CA
Highway 101 Corridor Design Guidelines - San Rafael, CA
Downtown Design Guidelines - Hollister, CA
Woodlands Office Complex Design Guidelines - The Woodlands, TX
Benida Historic Districts Design Guidelines - Benicia, CA
Campbell Downtown Design Guidelines - Campbell, CA
Atascadero Downtown Design Guidelines - AtaScadero, CA
Old Town Design Guidelines - Oakley, CA
. Historic Preservation Plans
Benicia Downtown Historic Conservation Plan - Benida, CA
Benida Military Arsenal Historic Conservation Plan - Benida, CA
Erie-lackawanna Railroad Terminal Adaptive Reuse Srudy - Hoboken, N]
New York landing HistOric District Design Guidelines - Pitrsburg, CA
Railroad Car Manufacturing Plant Adaptive Reuse Study - Clarksville, IN
. Facade Im.provement Programs
Hollister DowntOwn Design Assistance to Owners - HolliSter, CA
Redwood City Facade Design Assistance to Owners - Redwood City, CA
Bruhn Building -- Hollister, CA
One Camino Sobrante Mixed Use Building - Orinda, CA
Cannon Design Group
Representative Experience 3
. Annexations, General Plan Amendments and Planned Developments
Alamo Springs Residential Subdivision - Danville, CA
Brentwood Hills Residential Subdivision -- Brentwood, CA
Napa Airport Factory Outlet Mall -- Napa County, CA
. Project Management
Town of Danville and Contra Costa County, CA
Alamo Springs Residential Subdivision
City of Brentwood, CA
Brentwood Hills Residential Subdivision
SpeCial Planning Area "D" Mixed Use I Multiple Owner Project
. Ordinances
Downtown Zoning Ordinance Framework - San Jose, CA
Downtown Sign Ordinance - Hollister, CA
. Signage and Graphics
Commercial and Real Estate Signage Studies - Danville, CA
Lucky Shopping Center Resigning Srudy - Brentwood, CA
The California State University, Hayward -- Contra COSta Campus
Exterior Campus Signage Design
Interior Campus Signage Design
The California State University, Hayward -- Main Campus
New Campus Enlry Signs
University Tbeatre Marquee Sign
CANNON DESIGN GROUP
40 GOLD STREET SAN FRANClSCO CA 94133 (415) 433-6945
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CANNON DESIGN GROUP
Public Sector Client and Project list
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City of Atascadero, CA
Downtown Master Plan and ImplementatiOn Program
City of Belmont, CA
Downtown Redevelopment Strategies Pian
City of Benida, CA
Downtown Design Pian
Downtown Historic Conservation Plan
U.S. Military Arsenal Historic Conservation Plan
City of Campbell, CA
Downtown Development Pian
Hamilton Scbool Site Reuse Study
City of Carlsbad, CA
Downtown Master Plan and Implementation Strategy
'ViJlage Design Manual
City of Corvallis, OR
Downtown Redevelopment Pian
City of Dublin, CA
Downtown SpecifiC Plan
City of Hercules, CA
Design RevieW Consultation
City of Hoboken, NJ
Erie-Lackawanna Railroad and Ferry Terminal Master Plan
Downtown Waterfront Pian
City of Hollister, CA
Downtown Urban Design Pian
Downtown Design Guidelines
DowntOwn Sign Ordinance
Facade Improvements Design Assistance
Cinema / Performing Arts Theatre Destgn Studies
City of Irvine, CA
Irvine Barclay Peiforming Arts Center
City ofIake Oswego, OR
Downtown Master Pian
City of Medford, OR
South Interchange Area Master Pian
City of Michigan City, IN
North End Redevelopment Strategy Pian
North End Recreation Master Pian
City of Mountain View. CA
North Bayshore Area Development Plan
Shoreline Amphitheatre Master Plan
Ferrari Land Fal Site Reuse Pian
City of Orinda, CA.
Theatre Square Design Review
Latvian church and, Community Center Design Review
Allen Office Building Design Review
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40 GOLD STREET SAN FRANCISCO CA 94133 (415) 433-6945
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Cannon Design Group
Public Client List 2
City of Pasadena, CA
West Colorado Boulevard Revitalization Plan
Plaza Pasadena Design ConsultatiOn
City of Pittsburg, CA
New York lAnding Historic District DeSign Guidelines
City of Pleasant Hill, CA
Downtown Redetielopment Master Plan
Redevelopment Planning and Design Consultation
Redevelopment Parcel Offerings
Downtown Urban Design Plan
City Hall Siting EvaluatiOn
City of Pleasanton, CA
DeSign Review ConsultatiOn
City of Sacramento, CA
Oak Park Neighborhood Redevelopment Plan
City ofSan]osc; CA
Jackson-Taylor Neighborhood Revitalization Plan
Nihonmachi Neighborhood Business District !,lan
Nihonmachi Urban Design Plan
City of San Mateo, CA
Hillsdale Meadows Area Specific Plan
City of San Pablo, CA
Old Town Redevelopment Strategy Plan
City of San Rafael. CA .
Highway 101 Corridor Design Guidelines
City of San Ramon, CA
Alcosta Mall Area Plan
Kodak Facility Reuse Study
Civic Facilities Master Plan
Peiforming A11S Tbeatre Siting Study
City of Sunnyvale, CA
Southern Pacific Railroad Corridor Specific PlaTl
City of Ukiah, CA
Redevelopment Strategy Plan
Town of Danville, CA
Downtown Redevelopment Plan and Implementation Strategy
Alamo Springs Project Management
Ha11z Avenue MiTli-park Plan
Charlotte Wood School Site Reuse Study
Charlotte Wood School Site Parcel Offering Design Guidelines
Public Library Predesign Services
Contra Costa County
Alamo Springs Project Management
Oakley OId Town Specific Plan
Napa County
Napa Airp011 Area Specific Plan Update Study
FaCt01Y Outlet Mall Development Standards and Design Guidelines
40 GOW STREET SAN FRANClSCO CA 94133 (415) 433-6945
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RECENT PROJECTS
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DOWNTOWN REVITALIZATION PlANS
Carlsbad Village DesJgn Manual- Carlsbad, California
Redevelopment Action Plan for 250-acre mixed commercial and residential neighborhood. Vision
facilitation, development prototypes and feasibility analyses, land use and development standards, site
development and building guidelines, sign age guidelines, parking district, and development review
process.
Oakley Old Town Specific Plan - Oakley, California
Specific Plan for 54-acre mixed commercial and residential area bisected by a state highway.
Alternative highway capacity and alignment studies, alternative concept plans and detailed analyses,
parking district, land use and development standards, urban design plan and design guidelines, .
implementation action plan. and detailed funding plan and strategy.
HISTORIC CONSERVATION PLANS
Beoicia Downtown and u.S. Milit3ty Anena1 Historic Conservation Plans - Benicia, California
Preservation Plans for the historic Downtown and U.S. Benicia Arsenal consisting of buildings dating
from 1856 up through the end of WW n. Identification of historic resources, design review procedures,
governing policies, and design guidelines.
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MASTER PLANNING AND URBAN DESIGN
Napa Factory outlet Mall. Napa County, California
Master site plan and building design for 250,000 sq. ft. factory outlet mall adjacent to the Napa County
Airport.
University of Victoria Family Student Housing. Victoria, British Columbia
181 townhouse and apartment units on 21-acres adjacent to the campus. Master plan, design standards
and the coordination and design review of the work of six separate Victoria architects assigned to the
design of the various villages.
University of Victoria Undergraduate Cluster Housing - Victoria, British Columbia
94 apartment units and townhouse units of 4 students per apartment housing within a village
atmosphere. Conceptual master plan, coordination of multiple design charenes, and design review of
local architect's work.
Cal State Hayward Campus Master Plan - Hayward, California
Complete master plan update for the Hayward campus of the California State University. Building
locations, pedestrian nerwork, campus entries improvements and parking plan.
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CANNON DESIGN GROUP
40 GOLD STREET SAN FRANCISCO CA 94133 (415) 433-6945
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.'\..."1\"EXA.TIONS, GENERAL PIA..?I.i AMEro."DMENTS A.ND Pl.A.1'Ill\'ED DEVELOPME:!\"TS
Brentwood Hills - Brentwood, California
Special consultant to the City of Brentwood for a 285 unit subdivision project on 100-acres. Detailed
review of applicant's plans, coordination of the ErR consultant, preparation of Annexation and General
plan amendment documents, preparation of Planned Development document, staff reportS for Planning
Commission hearings, review and conditioning of the Tentative Map.
Special Planning Area "D" - Brentwood, California
Special consultant to the City of Brentwood for 325-acre mixed use development. Detailed review of
applicants' plans, identification of issues, Planning Commission study session, coordination of
applicants' plan changes and review of Planned Development document.
Napa County Airport Area - Napa County, CaIifornJa
Research and planning for a change in land use from business/industrial park to regional destination
commercial. General Plan changes, Zoning Ordinance changes, Napa County Airport Area Specific
Plan changes and development guidelines.
DEVELOPMENT REGUlATIONS
San Jose Downtown Zoning Ordinance - SanJose, California
Research into downtown zoning ordinances in various major west coast cities. Development of the
framework for a new downtown zoning ordinance.
Downtown Hollister Sign. Ordinance - Hollister, California
Revisions and major additions to the existing city-wide sign ordinance to provide special standards for
the downtown pedestrian retail area.
SIGNAGE DESIGN
The Callfornia State University at Hayward - Contra Costa Campus
Complete new interior and exterior sign age program for the Contra Costa Campus to improve
readability and update signage for compliance with the Americans with Disabilities Act. Entry
monuments, site directional signs, parking control signs, site and building directories, classrooms,
faculty and Staff offices and building identification.
Lucky Shopping Center - Bretttwood., California
Design studies for city as assistance to shopping center tenants wishing to upgrade the quality and
readability of the center's signage.
DESIGN CONSULTATION
Design Review - Pleasanton, CallfornJa
Design review of major projects as needed: Family Recreation Center, 500,000 sq. ft. Unisource
-warehouse in Hacienda Business Park, Office Max, Power Shopping Center.
Tassajara Valley Project Em - Contra Costa County, CaIifornJa
Visual analysis for the EIR of proposed 4500-acre mixed use development on significant hillSides and
within a valley at the edge of the existing communities of Danville, San Ramon and Dublin.
Facade Improvements
Design assistance to propeny owners and tenants for several retail, restaurant and mixed use buildings
in the cities of Hollister and Redwood City.
CANNON DES1GN GROUP
40 GOLD STREET SAN FRANClSCO CA 94133 (415) 433-6945
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STANDARD CONTRACTUAL SERVICES AGREEMENT
THIS AGREEMENT is made at Dublin, California, as of April 10, 1996, by and between the CITY O.
DUBLIN, a municipal corporation ("CITY"), and Jerry Haag and Associates ("CONTRACTOR"), who agree as
follows:
1. SERVICES. Subject to the terms and conditions set forth in this Agreement, CONTRACTOR
shall provide to CITY the services described in Exhibit A. CONTRACTOR shall provide said services at the
i ' time, place and in the manner specified in Exhibit A.
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2. PAYMENT. CITY shall pay CONTRACTOR for services rendered pursuant to this Agreement
at the time and in the manner set forth in Exhibit B. The payments specified in Exhibit B shall be the only
payments to be made to CONTRACTOR for services rendered pursuant to this Agreement. CONTRACTOR
shall submit all billings for said services to CITY in the manner specified in Exhibit B; or, if no manner be
specified in Exhibit B, then according to the usual and customary procedures and practices WhiC_:-,.
CONTRACTOR uses for billing clients similar to CITY.
3. FACILITIES AND EQUIPMENT. Except as set fot;th in Exhibit C, CONTRACTOR shall, at its
sole cost and expense, furnish all facilities and equipment which may be required for furnishing services
pursuant to this Agreement. CITY shall furnish to CONTRACTOR only the facilities and equipment listed in
Exhibit C according to the terms and conditions set forth in Exhibit C.
4. GENERAL PROVISIONS. The general provisions set forth in Exhibit D are part of this
Agreement. In the event of any inconsistency between said general provisions and any other terms or
conditions of this Agreement, the other term or condition shall control insofar as it is inconsistent with the
general provisions.
5.
EXHIBITS. All exhibits referred to herein are attached hereto and are by this reference.',
incorporated herein.
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6.' CONTRACT ADMINISTM TION. This Agreement shall be administered by Richard C.
.-. Ambrose ("ADMINISTRA. TOR"). All correspondence shall be directed to or through the ADMINISTRATOR
.~r his or her designee.
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7. NOTICES. Any written notice to CONTRACTOR shall be sent to:
Jerry Haag, Principal
Jerry Haag and Associates
2029 University Avenue
Berkeley, CA 94704
Any written notice to CITY shall be sent to:
City of Dublin Attn: Richard Ambrose
P. O. Box 2340
Dublin. CA 94568
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Executed as of the day first above stated:
CITY OF DUBLIN
a municipal corporation
By
"CITY"
Attest:
City Clerk
By
"CONTRACTOR"
Approved as to form:
City Attorney
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EXHIBIT A
SCOPE OF SERVICES
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Provision of Planning andlor Biological consulting services to the City of Dublin regarding
· Processing of development entitlements
· Conducting biological surveys as may be required in conjunction with development entitlements
Said services shall be performed at the direction of the Community Development Director on an as needed
basis. The term of this contract shall commence on April 10, 1996 and terminate on April 10, 1997.
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Exhibit A
Page 1 of 1
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EXHIBIT B
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PAYMENT SCHEDULE
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CITY shall pay CON1RACTOR an amount not to exceed $65.00 per hour for consulting services to be
performed pursuant to this Agreement. The hourly rate is inclusive of all staff support and no additional amounts
shall be payable for faxing, postage, messengers or other material costs. CONTRACTOR shall submit monthly
invoices during the term of this Agreement, but not more often than once a month.
The total hourly sum stated above shall be the total which CITY shall pay for the hourly services to be
rendered by CONTRACTOR pursuant to this Agreement. CITY shall not pay any additional sum for any
expense or cost whatsoever incurred by CONTRACTOR in rendering services pursuant to this Agreement.
CITY shall make no payment for any extra, further or additional service pursuant to this Agreement
.:-,: unless such extra service and the price therefor is agreed to in writing executed by the City Manager or other
designated official of CITY authorized to obligate CITY thereto prior to the time such extra service is rendered.
The services to be provided under this Agreement may be terminated without cause at any point in time
in the sole and exclusive discretion of CITY. In this event, CITY shall compensate the CONTRACTOR for all
outstanding costs incurred as of the date of written notice thereof and shall tenninate this Agreement.
CONlRACTOR shall maintain adequate logs and timesheets in order to verifY costs incurred to date.
The CONTRACTOR is not authorized to perform any services or incur any costs whatsoever under the
terms of this Agreement until receipt ofa fully executed Purchase Order from the Finance Department of the City
of Dublin.
Exhibit B
Page 1 of I
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EXHIBIT C
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CITY shall furnish physical facilities such as desks, filing cabinets, and conference space, as may be
reasonably necessary for CONTRACTOR'S use while consulting with CITY employees and reviewing records
and the information in possession of CITY. The location, quantity, and time of furnishing said physical
facilities shall be in the sole discretion of CITY. In no event shall CITY be obligated to furnish any facility
which may involve incurring any direct expense, including, but not limiting the generality of this exclusion,
long-distance telephone or other communication charges, vehicles, and reproduction facilities.
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Exhibit C
Page 1 of 1
4/1/90
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EXHIBIT D
GENERAL PROVISIONS
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INDEPENDENT CONTRACTOR.
At all times during the term of this Agreement,
CONTRACTOR shall be an independent contractor and shall not be an employee of CITY. CITY shall have
the right to control CONTRACTOR only insofar as the results of CONTRACTOR'S services rendered pursuant
to this Agreement; however, CITY shall not have the right to control the means by which CONTRACTOR
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accomplishes services rendered pursuant to this Agreement.
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2. LICENSES: PERMITS: ETC. CONTRACTOR represents and warrants to CITY that he has all
licenses, permits, qualifications and approvals of whatsoever nature which are legally required for
CONTRACTOR to practice his profession. CONTRACTOR represents and warrants to CITY that
CONTRACTOR shall, at his sole cost and expense, keep in effect at all times during the term of this Agreement
any licenses, permits, and approvals which are legally required for CONTRACTOR to practice his profession.
3. TIME. CONTRACTOR shall devote such time to the performance of services pursuant to this
Agreement as may be reasonably necessary for satisfactory performance of CONTRACTOR'S obligations
."mrsuant to this Agreement.
4. INSURANCE REQUIREMENTS. CONTRACTOR shall procure and maintain for the duration
of the contract insurance against claims for injuries to persons or damages to property which may arise from or
in connection with the performance of the work hereunder by the CONTRACTOR, his agents, representatives,
employees or subcontractors.
(a) Minimum Scope ofInsurance. Coverage shall be at least as broad as:
1. Insurance Services Office form number GL 0002 (Ed.l/73) covering comprehensive
General Liability and Insurance Services Office form number GL 0404 covering Broad
Form Comprehensive General Liability; or Insurance Services Office Commercial
General Liability coverage ("occurrence" form CG 0001.)
2. Insurance Services Office form number CA 0001 (Ed. 1/78) covenng Automobile
Liability, code 1 "any auto" and endorsement CA 0025.
3.
Workers' Compensation Insurance as required by the Labor Code of the State of
California and Employers Liability Insurance.
.xhibit D
Page 1 of5
411/90
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(b) Minimum Limits of Insurance. CONTRACTOR shall maintain limits no less than:
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1. General Liability: $1,000,000 combined single limit per occurrence for bodily injury,
personal injury and property damage. If commercial General Liability Insurance or other fore
with a general aggregate limit is used, either the general aggregate limit shall apply separately to
this project/location or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: $1,000,000 combined single limit per accident for bodily injury
and property damage.
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3. Workers' Compensation and Employers Liability: Workers' Compensation limits as
required by the Labor Code of the State of California and Employers Liability limits of
$1,000,000 per accident.
(c) Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be
declared to and approved by the CITY. At the option of the CITY, either the insurer shall reduce
or eliminate such deductibles or self-insured retentions as respects the CITY, its officers,
officials and employees; or the CONTRACTOR shall procure a bond guaranteeing payment of .,',
losses and related investigations, claim administration and defense expenses. e:
(d) Other Insurance Provisions. The policies are to contain, or be endorsed to contain, the following
provisions:
I. General Liability and Automobile Liability Coverages.
a. The CITY, its officers, officials, employees and volunteers are to be covered as
insureds as respects: liability arising out of activities performed by or on behalf of
the CONTRACTOR; products and completed operations of the CONTRACTOR,
premises owned, occupied or used by the CONTRACTOR, or automobiles
owned, leased, hired or borrowed by the CONTRACTOR. The coverage shall
contain no special limitations on the scope of the protection afforded to the CITY,
its officers, officials, employees or volunteers.
Exhibit D
Page 2 of5
411/90
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b, The CONTRACTOR'S insurance coverage shall be primary insurance as respects
the CITY, its officers, officials, employees and volunteers. Any insurance or self-
insurance maintained by the CITY, its officers, officials, employees or volunteers
shall be excess of the CONTRACTOR'S insurance and shall not contribute with
it.
c.
Any failure to comply with reporting provisions of the policies shall not affect
coverage provided to the CITY, its officers, officials, employees or volunteers.
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The CONTRACTOR'S insurance shall apply separately to each insured against
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whom claim is made or suit is brought, except with respect to the limits of the
insurer's liability.
Workers' Compensation and Employers Liability Coverage.
The insurer shall agree to waive all rights of subrogation against the CITY, its officers,
officials, employees and volunteers for losses arising from work performed by the
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CONTRACTOR for the CITY.
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(e)
Acceptability of Insurers. Insurance is to be placed with insurers with a Bests' rating of no less
than A:VII.
(f) Verification ofCoverag:e. CONTRACTOR shall furnish CITY with certificates of insurance and
with original endorsements effecting coverage required by this clause. The certificates and
endorsements for each insurance policy are to be signed by a person authorized by that insurer to
bind coverage on its behalf. The certificates and endorsements are to be received and approved
by the CITY before work commences. The CITY reserves the right to require complete, certified
copies of all required insurance policies, at any time.
(g) Subcontractors. CONTRACTOR shall include all subcontractors as insureds under its policies or
shall furnish separate certificates and endorsements for each subcontractor. All coverages for
subcontractors shall be subject to all of the requirements stated herein.
(h) The Risk Manager of CITY may approve a variation in those insurance requirements upon a
determination that the coverages, scope, limits and forms of such insurance are either not
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commercially available or that the CITY's interests are otherwise fully protected.
Exhibit D
Page 3 of5
411/90
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CONTRACTOR NO AGENT. Except as CITY may specify in writing, CONTRACTOR shall have no
authority, express or implied, to act on behalf of CITY in any capacity whatsoever as an agen.t.
CONTRACTOR shall have no authority, express or implied, pursuant to this Agreement to bind CIT
to any obligation whatsoever.
ASSIGNMENT PROHIBITED. No party to this Agreement may assign any right or obligation pursuant
to this Agreement. Any attempted or purported assigrunent of any right or obligation pursuant to this
Agreement shall be void and of no effect.
PERSONNEL. CONTRACTOR shall assign only competent personnel to perform services pursuant to
6.
this Agreement. In the event that CITY, in its sole discretion, at any time during the term of this
Agreement, desires the removal of any such persons, CONTRACTOR shall, immediately upon receiving
notice from CITY of such desire of CITY, cause the removal of such person or persons.
STANDARD OF PERFORMANCE. CONTRACTOR shall perform all services required pursuant to
this Agreement in the manner and according to the standards observed by a competent practitioner of the
profession in which CONTRACTOR is engaged in the geographical area in which CONTRACTOR
practices his profession. All instruments of service of whatsoever nature which CONTRACTO.:,:,
delivers to CITY pursuant to this Agreement shall be prepared in a substantial, first class and
workmanlike manner and conform to the standards of quality normally observed by a person practicing
in CONTRACTOR's profession.
7. HOLD HARMLESS AND RESPONSIBILITY OF CONTRACTORS. CONTRACTOR shall take all
responsibility for the work, shall bear all losses and damages directly or indirectly resulting to him, to
any subcontractor, to the CITY, to CITY officers and employees, or to parties designated by the CITY.
on account of the performance or character of the work. unforeseen difficulties, accidents, occurrences or
other causes predicated on active or passive negligence of the CONTRACTOR or any subcontractor.
CONTRACTOR shall indemnify, defend and hold harmless the CITY, its officers, officials, directors,
employees and agents from and against any or all loss, liability, expense, claim, costs (including costs of
defense), suits, and damages of every kind, nature and description directly or indirectly arising from the
performance of the work. 'This paragraph shall not be construed to exempt the CITY, its employees and
officers from its own fraud, willful injury or violation of law whether willful or negligent. .
Exhibit D
Page 4 of5
411/90
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For purposes of Section 2782 of the Civil Code the parties hereto recogmze and agree that this
agreement is not a construction contract. By execution of this agreement CONTRACTOR
acknowledges and agrees that he has read and understands the provisions hereof and that this paragraph
is a material element of consideration.
Approval of the insurance contracts does not relieve the CONTRACTOR or subcontractors from
liability under this paragraph.
8. GOVERNMENTAL REGULATIONS. To the extent that this Agreement may be funded by fiscal
assistance from another governmental entity, CONTRACTOR shall comply with all applicable rules and
regulations to which CITY is bound by the terms of such fiscal assistance program.
9, DOCUMENTS. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda or
other written documents or materials prepared by CONTRACTOR pursuant to this Agreement shall
become the property of CITY upon completion of the work to be performed hereunder or upon
termination of the Agreement.
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Exhibit D
__ Page50f5
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:agenda\96\4-9contr
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2029 University Ave.
Berkeley CA 94704
(510) 644 2106
fax (510) 548 6123
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March 11, 1996
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Mr. Eddie Peabody, Community Development Director
City of Dublin
100 Civic Center Plaza
Dublin CA 9456~
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Subject: Proposal for Consultant Services
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Dear Mr. Peabody:
It was a pleasure seeing you again in Dublin City ha1l1ast Friday. I have enjoyed providing .' " ':
professional planning services to Dublin over the part few months and look forward to
continuing service to the community.
I would be very interested in being added to the consultant list to provide "on-call" services as
dictated by he volume of work facing the Planning Department I am presently successfully
providing similar services to a number of other clients.
I would also like to be considered by the City to assist in the preparation of a new Zoning
ordinance, should the opportunity arise. In discussions with your staff, an effon has been
underway for approximately a year to modernize and upgrade the ordinance but, due to ,other
time constraints, the update has not proceeded far. I am currently working with the firm of
\tf""""r:: N!:I'\"'" 'P;'h"''''k S-i1"p.r !:Inri UT;lScn +n 1'\","&".,.,.,., .. C11rn;lQT fn",..";,," for t1..,.. Cl....' nf'
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Healdsburg and I believe I have some unique insights into an approach that will result in an
ordinance that is very user friendly, design oriented and which can be accomplished for a
reasonable budget
My professional experience includes more than twenty-three years of professional planning
experience, divided between public and private sector employment Highlights of my career
include:
· Contract Plannin~ Experience: The majority of my work over the last nine years has been
in a contract planner position, which I view more as an extension of permanent staff than
as an outside consultant. I attempt to work within the system, recognizing the strengths of ,.,-,
established procedures, but alert to recommending changes where appropriate. My record
of work is exemplary... every initial contract has led to additional assignments for the
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Dublin Services Proposal
3/96
page 2
same jurisdiction. I am presently serving in the cities of Healdsburg, San Leandro, South
San Francisco, Ontario, Orange, Tracy as well as Dublin
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· Urban Plannin~ and Environmental Experience. Recent assignments include working for
the City of Hea1dsburg prepare a number of Gen~ral Plan Amendments, preparation of a
"state-of-the-art" Development Code for the City of Ontario. and preparation of a number
of complex environmental impact reports for the City of Newark. From 1988 to 1989. I
served as project manager for preparation of the East Dublin Specific Plan and EIR.
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Input from previous clients indicate that my work is thorough, complete. and prepared in a way
that is easily understood by public agencies and the public. Also, I have had the opponunity to
manage a number of land development projects for private sector applicants and have come to
understand many of the pressures and constraints which drive decision-making in the non-
governmental world.
In sum, I would greatly appreciate the opportUnity to undertake work in the City of Dublin. I am
enclosing a copy of my resume which lists all recent projects as well as recent references. Please
feel free to check out my past performance in similar circumstances.
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Respectfully Submitted.
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copy: resume
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Jerry P. Haag
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Mr. Haag is an urban and environmental planner with
over twenty three years experience equally divided
between the public and private sector. Areas of
expertise include management of large-scale projects.
staff support planning. environmental documentation
and special planning projects. His wide range of
experience in a number of California communities
allows him to work effectively with city staff and the
public to ensure thorough work products within
established time frames.
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Prior to beginning independent practice. Mr. Haag
served as Northern California Planning Division
Manager for Willdan Associates. a major Califomia-
based planning and engineering rum. Mr. Haag was
also Northern California office manager and Vice
President ofP&D Technologies (fonnerly PRe
Toups). an international planning, engineering and
professional services organization. He has also served
as a planner for the California cities of Orange,
Ontario and Garden Grove.
Selected Experience: Specific Plans and
Master Plans
Mr. Haag has a wide range of experience completing a
number of special planning projects, including:
. Toyota/Ontario Business Park Specific Plan: Mr.
Haag managed. and authored this specific pian for a
22 million square foot business park, intended as
the location for Toyota Motor Sales' national parts
distribution facility. The pian allows for and
related warehousing and COIp01llte offices on the
100-acre site.
Comact: Kelly Kerns, Project Manager, Toyota
Motor Sales (USA), 310/618-4000.
The Ontario Center Specific Plan: Mr. Haag
authored a specific pian for a 700-acre mixed use
development project on the site of the fonner
Ontario Motor Speedway. Land uses includes a
regional shopping mall. office development.
urban residential and 134 acres of business park
and employment uses. Approximately one third
of the planning area is constructed.
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Contact: Byron Ely, Community Development
Director, 909/391-2510
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East Dublin Specific Plan: Mr. Haag commenced
preparation of a major specific plan and EIR on
7,200 acres located in East Dublin. The planning
area involved numerous large and small property
o~ners. Mr. Haag's role included initial meetings
WIll all owners and authoring of an opportunities
and constraints report
Contact: Larry Tong, Planning Director,
510/833-6610
Industrial Area Specific Plan: Mr. Haag authored
a specific plan for a 300-acre indusnial area for
the City of Newman, located near Modesto.
Contact: Steve Hollister. City Manager
Housing Element Update: For the City of
Healdsburg, Mr. Haag recently completed an
amendment to the Housing Element. working
with the mayor and City Manager to devise a
new method for providing affordable housing.
Completion of the Element revision involved a
significant amount of community outreach and
allowed settlement of a three year lawsuit
brought against the City by a housing advocacy
group. The revised Element received HCD
certification in July, 1994.
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Contact: Mike Wilson. City Manager, 707/431-
3316.
Other Specific Plans and Masler Plans: Mr. Haag
has prepared or participated on teams to prepare
large-scale master plans for Rancho Santa
Margarita in southern Orange County, a 3000-
acre master plan for residences and a ski resort in
Steamboat Springs Colorado, a 1500-acre mixed
use plan in Mesa Arizona, a master plan for a
20,OOO-acre property on the outskirts of Colorado
Springs.
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Jerry Haag
Selected Experience: Project Management
and Staff Support
Mr. Haag's experience in municipal planning can
assist cities short of staff by extending staff Typical
duties might include management of complex
environmental projects. reviewing development
applications. working with citizen groups and
fulfilling other typical staff functions.
Experience includes:
Ontario Mills Specific Plan and EIR: Mr. Haag
was selected by the City of Ontario to serve as a
special project manager for the review of a 1.9
million square foot discount regional shopping
center and ancillary development The project
included a specific plan, ElR, site development
plan and parcel map. He is currently completing
the mitigation monitoring and reporting program
Wlder CEQA.
Contact: Byron Ely, Ontario Community
Development Director, 909/391-2510.
Shearwater Specific Plan and ElR: Mr. Haag
was recently selected to provide consulting
support services for a retail and gaming facility
adjacent to San Francisco Bay where major issues
include on-site wetlands and hazardous materials.
Contact: Bob Beyer, Community Development
Director, 4151877~3990.
South Schulte Specific Plan: Mr. Haag is
currently working with the City of Tracy to
review a mixed use specific plan for a 1200-acre
plan which includes a mix of residential densities
and a commWliry center. He will also be the
principal author of the ElR for the project
Contact: Bob Conant, Tracy Senior Planner,
209/836 2665
General Plan Land Use Map: Mr. Haag is
working with the San Leandro Development
Services Department to prepare a Land Use Map
as part of the General Plan.
Contact: Steve Emslie, Planning Manager, 510/
577-3325.
Page 2
Residential Mosler Plans. Mr. Haag served the
City of Tracy as a consulting planner to review
five residential plans totaling over 3.000 lots
scattered throughout Tracy. He also completed
annexations for each of the properties.
Con lOCI: Bob Conant, Senior Planner. City of
Tracy
City of Hea/dsburg: Mr. Haag as served as a
consulting planner to the City for nearly three
years, providing a variety of services. including
general plan amendments, project reviews,
Planning Commission staff support and many
other services.
ContaCI: Richard Pusich, CommWlity
Development Director. 707/4313346
Other Staff Support: Mr. Haag has served as a
contract planner for the cities of Ontario, Lake
Elsinore. and Saratoga.
Selected Experience: Specwl Projects
Ordinance Preparation: Mr. Haag is presently
comprehensive Development Codes for the Cities
of Healdsburg and Ontario.
Annexations and Spheres of Influence: Mr. Haag
has extensive experience processing municipal
annexation requests and analyzing spheres of
influence. Clients have included Orange. Ontario,
Tracy and Healdsburg.
Selected Experience: Environmentlll
Planning
Experience includes preparation of initial smdies,
negative declarations and environmental impact
r~. including:
Gateway Business Park EIR. Mr. Haag is
currently completing a full ElR for the
development of a high-tech business patk in the
City of Newark. Proposed by the landowner, the
Cargill Company. the site is envisioned to
accommodate 2.1 million square feet of floor
space. Major issues includes treatment of on~site
wetlands and relationship to the adjacent Bay.
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Jerry Haag
Page 3
Contact: Jim Reese, Community Development
Director. 510n90-7214.
Mayhev.'s Landing E1R: Mr. Haag was recently selected
by the City of Newark to prepare an Em for a residential
subdivision located adjacent to the San Francisco Bay
Wildlife Refuge.
Contact: Jim Reese, Community Development Director
Newark General Plan EIR: Mr. Haag completed
an EIR for the comprehensive update of the
City's General Plan.
Burbank Housing EIR. Mr. Haag authored an
EIR to assess potential impacts of constructing a
45-unit low income housing project in the City
of Healdsburg. Issues included water quality,
traffic, land use and noise.
Other EIRs: Environmental Impact Reports have
completed for the cities of Vallejo, Half Moon
Bay, unincorporated Calaveras County and St
Helena, California under the direct supervision of
Mr. Haag.
Education
M Public Administration, California State
University. Fullerton.
B.A. Political Science, University of California,
Berkeley.
Certificate. Light Construction Management,
University of California. Irvine.
Affiliations
American Planning Association.
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STANDARD CONTR.A.CTUAL SERVICES AGREEMENT
THIS AGREEMENT is made at Dublin, California, as of April 10, 1996, by and between the CITY OF
. DUBLIN, a municipal corporation ("CITY"), and Sycamore Associates ("CONTRACTOR"), who agree as
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follows:
I. SERVICES. Subject to the terms and conditions set forth in this Agreement, CONTRACTOR
shall provide to CITY the services described in Exhibit A. CONTRACTOR shall provide said services at the
time, place and in the maxmer specified in Exhibit A.
2. PA YMENT. CITY shall pay CONTRACTOR for services rendered pursuant to this Agreement
at the time and in the manner set forth in Exhibit B. The payments specified in Exhibit B shall be the only
payments to be made to CONTRACTOR for services rendered pursuant to this Agreement. CONTRACTOR
shall submit all billings for said services to CITY in the maxmer specified in Exhibit B; or, if no maxmer be
specified in Exhibit B, then according to the usual and customary procedures and practices which
._:CONTRACTOR uses for billing clients similar to CITY.
3. FACILITIES AND EQUIPMENT. Except as set forth in Exhibit C, CONTRACTOR shall, at its
sole cost and expense, furnish all facilities and equipment which may be required for furnishing services
pursuant to this Agreement. CITY shall furnish to CONTRACTOR only the facilities and equipment li:ted in
Exhibit C according to the terms and conditions set forth in Exhibit C.
4. GENERAL PROVISIONS. The general provisions set forth in Exhibit D are part of this
Agreement. In the event of any inconsistency between said general provisions and any other terms or
conditions of this Agreement, the other term or condition shall control insofar as it is inconsistent with the
general provisions.
5. EXlllBITS. All exhibits referred to herein are attached hereto and are by this reference
.ncorporated herein.
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6, CONTRACT ADMINISTRATION. This Agreement shall be administered by Richard C.
Ambrose ("ADMINISTRATOR"). All correspondence shall be directed to or through the ADMINISTRATO~
or his or her designee. .
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7. NOTICES. Any written notice to CONTRACTOR shall be sent to:
Marylee Guinon, Principal
Sycamore Associates
910 Mountain View Drive
Lafayette, CA 94549
Any written notice to CITY shall be sent to:
,City of Dublin Attn: Richard Ambrose
P. O. Box 2340
Dublin. CA 94568
Executed as of the day first above stated:
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CITY OF DUBLIN
a municipal corporation
By
"CITY"
Attest:
City Clerk
Approved as to form:
By
"CONTRACTOR"
City Attorney
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EXHIBIT A
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SCOPE OF SERVICES
Provision of Planning and/or Biological consulting services to the City of Dublin regarding
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. Processing of development entitlements
. Conducting biological surveys as may be required in conjunction with development entitlements
Said services shall be performed at the direction of the Community Development Director on an as needed
basis, The term of this contract shall commence on April 10, 1996 and terminate on April 10, 1997.
...
_xhibit A
Page 1 of I
411/90
$1
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EXHmIT B
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PAYMENT SCHEDULE
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CITY shall pay CONTRACTOR an amount not to exceed $65,00 per hour for consulting services to be
performed pursuant to this Agreement. The hourly rate is inclusive of all staff support and no additional amounts
shall be payable for faxing, postage, messengers or other material costs. CONTRACTOR shall submit monthly
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invoices during the term of this Agreement, but not more often than once a month.
The total hourly sum stated above shall be the total which CITY shall pay for the hourly services to be
rendered by CONTRACTOR pursuant to this Agreement. CITY shall not pay any additional sum for any
expense or cost whatsoever incurred by CON1RACTOR in rendering services pursuant to this Agreement.
CITY shall make no payment for any extra, further or additional service pursuant to this Agreement
unless such extra service and the price therefor is agreed to in writing executed by the City Manager or Oth.,.-
designated official of CITY authorized to obligate CITY thereto prior to the time such extra service is rendered. ,,--'
The services to be provided under this Agreement may be tenninated without cause at any point in time
in the sole and exclusive discretion of CITY. In this event, CITY shall compensate the CONTRACTOR for all
outstanding costs incurred as of the date of written notice thereof and shall tenninate this Agreement.
CONTRACTOR shall maintain adequate logs and timesheets in order to verify costs incurred to date.
The CONTRACTOR is not authorized to perform any services or incur any costs whatsoever under the
terms of this Agreement until receipt of a fully executed Purchase Order from the Finance Department of the City
of Dublin.
Exhibit B
Page I of I
411190
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EXHIBIT C
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CITY shall furnish physical facilities such as desks, filing cabinets, and conference space, as may be
reasonably necessary for CONTRACTOR'S use while consulting with CITY employees and reviewing records
and the information in possession of CITY. The location, quantity, and time of furnishing said physical
facilities shall be in the sole discretion of CITY. In no event shall CITY be obligated to furnish any facility
which may involve incurring any direct expense, including, but not limiting the generality of this exclusion,
long-distance telephone or other communication charges, vehicles, and reproduction facilities.
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Exhibit C
Page 1 of 1
411/90
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EXHIBIT D
GENERAL PROVISIONS
1.
INDEPENDENT CONTRACTOR.
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At all times during the term of this Agreement,
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CONTRACTOR shall be an independent contractor and shall not be an employee of CITY. CITY shall have
the right to control CONTRACTOR only insofar as the results of CONTRACTOR'S services rendered pursuant
to this Agreement; however, CITY shall not have the right to control the means by which CONTRACTOR
accomplishes services rendered pursuant to this Agreement.
2. LICENSES: PERMITS: ETC. CONTRACTOR represents and warrants to CITY that he has all
licenses, permits, qualifications and approvals of whatsoever nature which are legally required for
CONTRACTOR to practice his profession. CONTRACTOR represents and warrants to CITY that
CONTRACTOR shall, at his sole cost and expense, keep in effect at all times during the term of this Agreement
any licenses, permits, and approvals which are legally required for CONTRACTOR to practice his profession.
3. TIME. CONTRACTOR shall devote such time to the performance of services pursuant to this
Agreement as may be reasonably necessary for satisfactory performance of CONTRACTOR'S obligations
pursuant to this Agreement.
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4. INSURANCE REQUIREMENTS. CONTRACTOR shall procure and maintain for the duration
of the contract insurance against claims for injuries to persons or damages to property which may arise from or
in connection with the performance of the work hereunder by the CONTRACTOR, his agents, representatives,
employees or subcontractors.
(a) Minimum Scope ofInsurance. Coverage shall be at least as broad as:
1. Insurance Services Office form number GL 0002 (Ed.l/73) covering comprehensive
General I,iability and Insurance Services Office form number GL 0404 covering Broad
Form Comprehensive General Liability; or Insurance Services Office Commercial
General Liability coverage (" occurrence II form CG 000 I.)
2. Insurance Services Office form number CA 0001 (Ed. 1/78) covering Automobile
Liability, code 1 "any auto" and endorsement CA 0025.
3.
California and Employers Liability Insurance.
Workers' Compensation Insurance as required by the Labor Code of the State of
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Exhibit D
Page I of5
4/1190
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(b)
Minimum Limits ofInsurance, CONTRACTOR shall maintain limits no less than:
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I. General Liability: $1,000,000 combined single limit per occurrence for bodily injury,
personal injury and property damage. If commercial General Liability Insurance or other form
with a general aggregate limit is used, either the general aggregate limit shall apply separately to
this project/location or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: $1,000,000 combined single limit per accident for bodily injury
and property damage.
3. Workers' Compensation and Employers Liability: Workers' Compensation linlits as
required by the Labor Code of the State of California and Employers Liability limits of
$1,000,000 per accident.
(c) Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be
declared to and approved by the CITY. At the option of the CITY, either the insurer shall reduce
or eliminate such deductibles or self-insured retentions as respects the CITY, its officers,
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officials and employees; or the CONTRACTOR shall procure a bond guaranteeing payment of
losses and related investigations, claim administration and defense expenses.
(d)
Other Insurance Provisions. The policies are to contain, or be endorsed to contain, the following
prOVIsIOns:
1. General Liability and Automobile Liability Coverages.
a. The CITY, its officers, officials, employees and volunteers are to be covered as
insureds as respects: liability arising out of activities performed by or on behalf of
the CONTRACTOR; products and completed operations of the CONTRACTOR,
premises owned, occupied or used by the CONTRACTOR, or automobiles
owned, leased, hired or borrowed by the CONTRACTOR. The coverage shall
contain no special limitations on the scope of the protection afforded to the CITY,
its officers, officials, employees or volunteers.
Exhibit D
.Jage 2 of 5
~11/90
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b,
The CONTRACTOR'S insurance coverage shall be primary insurance as respects
the CITY, its officers, officials, employees and volunteers. Any insurance or self-
insurance maintained by the CITY, its officers, officials, employees or voluntee.'
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shall be excess of the CONTRACTOR'S insurance and shall not contribute with
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it.
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c.
Any failure to comply with reporting provisions of the policies shall not affect
coverage provided to the CITY, its officers, officials, employees or volunteers.
d. The CONTRACTOR'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.
2. Workers' Compensation and Employers Liability Coverage.
The insurer shall agree to waive all rights of subrogation against the CITY, its officers,
officials, employees and volunteers for losses arising from work performed by the
CONTRACTOR for the CITY.
(e)
Acceptability of Insurers. Insurance is to be placed with insurers with a Bests' rating of no les..~ _:_
than A:VII.'
(f)
Verification ofCovera~e. CONTRACTOR shall furnish CITY with certificates of insurance and
with original endorsements effecting coverage required by this clause. The certificates and
endorsements for each insurance policy are to be signed by a person authorized by that insurer to
bind coverage on its behalf. The certificates and endorsements are to be received and approved
by the CITY before work commences. The CITY reserves the right to require complete, certified
copies of all required insurance policies, at any time.
(g) Subcontractors. CONTRACTOR shall include all subcontractors as insureds under its policies or
shall furnish separate certificates and endorsements for each subcontractor. All coverages for
subcontractors shall be subject to all of the requirements stated herein.
(h) The Risk Manager of CITY may approve a variation in those insurance requirements upon a
determination that the coverages, scope, limits and forms of such insurance are either not
commercially available or that the CITY's interests are otherwise fully protected.
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Exhibit D
Page 3 of5
4/1190
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CONTRACTOR NO AGENT. Except as CITY may specify in writing, CONTRACTOR shall have no
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authority, express or implied, to act on behalf of CITY in any capacity whatsoever as an agent.
CONTRACTOR shall have no authority, express or implied, pursuant to this Agreement to bind CITY
to any obligation whatsoever.
4.
ASSIGNMENT PROHIBITED. No party to this Agreement may assign any right or obligation pursuant
to this Agreement. Any attempted or purported assignment of any right or obligation pursuant to this
Agreement shall be void and of no effect.
5. PERSONNEL. CONTRACTOR shall assign only competent personnel to perform services pursuant to
this Agreement. In the event that CITY, in its sole discretion, at any time during the term of this
Agreement, desires the removal of any such persons, CONTRACTOR shall, immediately upon receiving
notice from CITY of such desire of CITY, cause the removal of such person or persons.
6. STANDARD OF PERFORMANCE. CONTRACTOR shall perform all services required pursuant to
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this Agreement in the manner and according to the standards observed by a competent practitioner of the
profession in which CONTRACTOR is engaged in the geographical area in which CONTRACTOR
practices his profession. All instruments of service of whatsoever nature which CONTRACTOR
delivers to CITY pursuant to this Agreement shall be prepared in a substantial, first class and
workmanlike manner and conform to the standards of quality normally observed by a person practicing
in CONTRACTOR's profession.
7. HOLD HARMLESS AND RESPONSIBILITY OF CONTRACTORS. CONTRACTOR shall take all
responsibility for the work, shall bear all losses and damages directly or indirectly resulting to him, to
any subcontractor, to the CITY, to CITY officers and employees, or to parties designated by the CITY,
on account of the performance or character of the work, unforeseen difficulties, accidents, occurrences or
other causes predicated on active or passive negligence of the CONTRACTOR or any subcontractor.
CONTRACTOR shall indemnify, defend and hold harmless the CITY, its officers, officials, directors,
employees and agents from and against any or all loss, liability, expense, claim, costs (including costs of
defense), suits, and damages of every kind, nature and description directly or indirectly arising from the
performance of the work. This paragraph shall not be construed to exempt the CITY, its employees and
." officers from its own fraud, willful injury or violation of law whether willful or negligent.
Exhibit D
Page 4 of5
411/90
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For purposes of Section 2782 of the Civil Code the parties hereto recogmze and agree that th~
agreement is not a construction contract. By execution of this agreement CONTRACTO"
acknowledges and agrees that he has read and understands the provisions hereof and that this paragraph
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is a material element of consideration.
Approval of the insurance contracts does not relieve the CONTRACTOR or subcontractors from
liability under this paragraph.
8, GOVERNMENTAL REGULATIONS. To the extent that this Agreement may be funded by fiscal
assistance from another governmental entity, CONTRACTOR shall comply with all applicable rules and
regulations to which CITY is bound by the terms of such fiscal assistance program.
9. DOCUMENTS. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda or
other written documents or materials prepared by CONTRACTOR pursuant to this Agreement shall
become the property of CITY upon completion of the work to be performed hereunder o~ upon
termination of the Agreement.
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Exhibit D
Page5 of 5
411/90
g:agenda\96\4-9contr
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CITY OF DUBLIN
MONITORING AND BIOLOGICAL STUDIES
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Prepared
by
SYCAMORE ASSOClA TES LLC
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,.; .t.J~ i 8 1996
OUBLiN PLANNING
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SYCAMORE ASSOCIATES LLC
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910 MOUNTAIN VIEW DRIVE' LAFAYETTE, CA 94549, 510,284,1766' FAX: 510,284,8170
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March 15, 1996
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Ms, Carol Cirelli
City of Dublin
Department of Planning
PO Box 2340
Dublin, CA 94568
Proposal: To The City of Dublin For On-Call Senrices Related To Biological Studies and
Construction Monitoring
Dear Ms, Cirelli,
Sycamore appreciates the opportunity to provide this proposal to the City of Dublin to provide
biological studies, field construction monitoring, and other services requested by the City of
Dublin. We have tho:ougWYhi~njoYle~ wOhir~g with city staff on the Eastern Dublin project and e" __:,:
look forward to contmuing t s re atIOns p.
Sycamore has significant experience with biological studies, field construction monitoring and
restoration planning. Because we are local, our staff can efficiently provide support services to
staffin a number of areas, We are qualified to conduct all wetland, wildlife and plant studies,
conununicate findings in plain English, and identifY feasible solutions to constraints, We
understand that the City wants the Eastern Dublin project to proceed efficiently and smootWy, and
we believe our familiarity with the subregion and the programs of the Specific Plan make us
particularly well suited to provide these services.
Depending upon the specific nature ofthe scope, biological studies would be provided by our
botanist/ecologist, wildlife biologist or restorationist, at a rate of $65 per hour. Construction
monitoring would primarily be provided by Project Manager, Judy Bendix, at a rate of $65 per
hour, or Principal, Marylee Guinon, at a rate of $85 per hour.
Our attached list of representative projects shows a number of biological studies, however several
studies currently underway are not in the list. These include: wetland, plant or animal surveys in
Livermore, San Ramon, Palo Alto, Orinda, Santa Clara, San Francisco, Y ountvilIe, Martinez,
Concord, and unincorporated Contra Costa County lands. We are well versed with recent agency
protocols, 'especially time-of-year requirements, As we have discussed, these surveys are different
than preconstruction surveys, which are scheduled specifically around anticipated construction
starting dates.
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Sycamore has provided construction monitoring in a number of capacities, Currently we are the
County of Contra Costa's construction monitor for the County Club at Gale Ranch project, We
report to Debbie Chamberlain (510-646-2031) and are responsible for a range of tasks, from
preconstruction surveys to inspection of grading, construction fencing, wetlands protections and
erosion control measures. We have also provided construction monitoring of grading and
landscape contractors for implementation of restoration projects. We recently provided these
services to the City of Lafayette (Mark Lander 510-284-1951) for two restoration projects that
Sycamore designed on Grizzly and Las Trampas creeks,
We are very familiar with this area of the County and would bring a significant amount of
biological expertise and construction experience to the project, which will allow us to provide
these services in a most efficient manner.
Sycamore's extensive experience in environmental planning and mitigation has been gained through
permitting, mitigation design, field implementation, maintenance and monitoring of numerous public
and private projects. We have broad experience throughout California in a variety of wetland and
upland habitats, Our revegetation construction experience began in the early 1980's with many
design-build projects, giving Judy Bendix and I a real world appreciation of contractor and
equipment requirements, from adequate site access and staging areas to cost effective grading
approaches and field flexibility, Since the advent of mitigation plans and specs, Sycamore has
monitored construction projects on a number of occasions and we fully understand the challenges
presented by contractor education and communication, schedule demands, equipment
restrictions, and workable problem solving approaches in the field, Our construction supervision
experience allows us to identify potential problems that would occur during construction, and
suggest feasible proactive solutions. Our monitoring will emphasize clear documentation of each site
visit, consistency of message, proactive identification of conflicts, thorough follow-up and feasible
problem solving should problems arise,
In the absence of specific information, we cannot prepare a specific scope, I would suggest the City
issue a purchase order not to exceed a certain amount without prior authorization from the City of
Dublin. When a task arises, Sycamore will prepare a fee estimate and scope for that particular task.
This is similar to the way we operate with Debbie Chamberlain of Contra Costa County.
If you require any additional information or have any questions concerning the contents of this
proposal, please contact me. Weare enthusiastic about continuing to work with the City and thank
you for your review of our proposal.
Sincerely,
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Marylee Guinon
Principal, Sycamore Associates LLC
Enclosures: SOQ; Fee Schedule; Assistance Provided From Client
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ATTACHMENTS
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SYCAMORE ASSOCIATES LLC
FEE SCHEDULE
TITLE HOURLY RATE
Principal $85
Project Manager $65
Project Biologist $65
Assistant Project Manager $50
Clerical $40
Reimbursable ExpensesIDirect Costs Cost plus 10%
..; Per diem Cost plus 10%
Mileage shall be charged at $0.30 (2WD)
and $0.45 (4WD)
Fees from subconsultants shall be marked-up 10 percent.
Hourly rates are subject to change on a yearly basis.
Rates for deposition and trails are 1,5 times those rates shown above.
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ASSISTANCE REQUIRED FROM THE CLIENT
I, The client shall provide several base maps and a recent aerial photo of the site being surveyed.
2, Sycamore will require access to project reports, photos and maps relating to the site's
environmental resources in order to provide the described scope of services in an efficient
manner.
3, The City of Dublin will inform Sycamore of the anticipated construction schedule and together
we can project a preconstuction monitoring schedule, Delays in construction start can trigger a
repeat of surveys for wildlife, but rarely plants,
4. Rates rates provided are effective in 1996 and rates are subject to change each year .
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SYCAMORE ASSOCIATES LLC
FEE SCHEDULE
TITLE HOURLY RATE
Principal $85
Project Manager $65
Project Biologist $50-65
...\ssistant Project Manager $50
Clerical $40
Reimbursable ExpensesIDirect Costs Cost plus 10%
.:- Per diem Cost plus 10%
Mileage shall be charged at $0.30 (2WD)
and $0.45 (4WD)
Fees from subconsultants shall be marked-up 10 percent.
Hourly rates are subject to change on a yearly basis,
Rates for deposition and trails are 1,5 times those rates shown above,
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Rlic;.;rVE"
Mt.R 1 8 1996
DUBLIN PlANNiNG
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SYCAMORE ASSOCIATES LLC
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Statement of Qualifications
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DUBLIN PLA)j\HN:;
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SYCAMORE ASSOCIATES LLC
910 Mountain View Drive
Lafayette, California 94549
(510) 284-1766
FAX (510) 284-8170
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Professional Services
SYCAMORE ASSOCIATES L.'_
Sycamore Associates LLC provides state-{)f-the-art environmental consulting services including biological
assessment and impact analysis, restoration and mitigation planning and implementation, permitting,
biodiversity conservation planning, economic and feasibility analysis, and landscape consulting. We have the
management and biological expertise to undertake environmental projects from planning to field
implementation and monitoring.
Sycamore's reputation for innovative problem solving and creative solutions is based on the consistent
involvement of the firm's highly competent senior staff, familiar with a broad nmge of issues, regulations
and local nOnTIS. Responsiveness and prompt attention to detail are matters of great pride to Sycamore.
Sycamore's strong project management experience can focus client's efforts through the development of
critical path schedules and tight project oversight. Sycamore is often able to secure streamlined responses
from regulatory agencies because of the strong relationships we have cultivated and our thorough
understanding of how to strategize the permit negotiation process. Our reputation for the highest level of
professional and technical competence is based upon our ability to produce technically based, scientifically
defensible products, and work successfully with multi-disciplinary teams.
Depth of experience throughout California enables Sycamore to provide service to the development
community, local, regional and state government, industry and non-profit organizations. Our experience
with comprehensive en~onmen~ assessment, ~licy analysis, conse~sus building and p~blic in~ol~em:.\
makes Sycamore ASSOCIates partlcularly well SUlted to meet the growmg demand for regIonal bIodIversI ,-..
conservation planning. Sycamore Associates is a certified Woman Business EnteIprise. ,-
Restoration and Mitigation Planning and Permitting
. Environmental pennitting and compliance
. Agency policy analysis and recommendations
. Design of biological corridors
. Biodiversity conservation plaruting
. Genetic conservation programs and recommendations
. Restoration conceptual design plans in a variety of ecosystems
. Restoration final plans, drawings and contract specifications
. Comprehensive construction scheduling and cost estimates
. Application of bioengjneering techniques
. Grading, hydroseeding and landscape contract supervision
. Design and implementation of maintenance and monitoring
programs
. Design of Environmental Qual ity Assurance Programs per
AB 3180
. Comtruction monitoring
. Identification of funding oppommities for restoration
. Expen witness testimony
Biological Assessment and Impact Analysis
. Rare plant and wildlife surveys
. Vegetation mapping
. Wetlands delineation
. Habitat Evaluation Procedures (HEP)
. Resource management plans
. Evaluation of project constraints and alternatives
Landscape ConsuJting
. Landscaping and mitigation guidelines
. Integration of natural areas with urban elements
. Economic analysis of drought impact to landscapes
. Recommendations for drought-tolerant landscaping
. Native grassland establishment in conjunction with
golf course design
. Forest management services by Judy Bendix, RPF
#2369
. Tree protection plans
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Clients
Public Agencies
California Coastal Conservancy
California Department of Parks and Recreation
Cities of Alamo, Danville, Fairfield, Half
Moon Bay. Lafayette, Pacific Grove, San
Diego, San Francisco, San Ramon, and
Walnut Creek
Contra Costa County Flood Control District
Counties of Orange and Santa Barbara
East Bay Regional Park District
Metropolitan Water District of So. California
Regional Water Quality Control Board
San Diego Association of Governments
San Diego County Water Authority
Southern California Edison
Tamalpais Community Services District
University of California
U.S. Army Corps of Engineers
U.S. Forest Service
land Development Companies
Asset Marketing. Inc.
Braddock and Logan
Brown and Caldwell
Emerald Homes
Cannery Row
Canyon Center Associates
Castlegate Development
Corrie Development Corporation
CT Ranch
First Interstate Bank
General Growth of California
Gregory Group
Hyatt Santa Barbara
Krikorian and Associates
Pardee Construction
Pebble Beach Company
Prestige Homes
RB McComic
Stanly Ranch
Tassajara Valley Property Owners Association
The Irvine Company
SYCAMORE ASSOCIATES LLC
Private
Aliquot Engineering
Balance Hydrologies
Bechtel
Better Homes Realty
Bolton Design Group
Butler Roach Associates
David Gates Associates
Diablo Valley Christian School
Dillingham Associates
DK Associates
Dudek and Associates
ENGEO
Envicom
Foster Associates
Granite Rock
John Northmore Roberts
Katzmaier Newell Kehr
Keller Mitchell Caronna
Lettieri-McIntyre and Associates
Ogden Environmental Services
Pardee Construction
Philip Williams and Associates
Poppy Hills Golf Course
Spectrum Economics
Rockwell International
ROMA Design Group
The Morro Group
U1trapower
Unimin Mining Company
Non-Profit Groups
Algerian Friendly Forest
Applied Forest Genetics
California Oak Foundation
Friends of Islais Creek
Richmond Boulevard Neighborhood Assoc.
The Monarch Project
The Nature Conservancy
The Xerces Society
Urban Creeks Council
Wetlands Training Institute
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SYCAMORE ASSOCIATES LLC
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REPRESENT A TIVE PROJECTS
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Representative Projects
SYCAMORE ASSOCIATES LLC
Biological Assessment and Impact Analysis .
Tassajara Valley Development Plan
Prepared a detailed analysis of existing conditions, opportunities and constraints for 5,000 acres of
riparian forest, wetlands, grassland and oak woodland habitat in southern Contra Costa County for the
Tassajara Valley Property Owners Association. Conducted field surveys for vegetation and wildlife,
and delineated wetlands. Assisted planners in preparation of development plans that protect sensitive
species and habitats, including nesting golden eagles and other raptors, red-legged frogs, California
tiger salamanders, tricolored blackbirds, and alkali seeps. Incorporated wildlife corridor concepts into
the planning process. Provided guidelines for creek restoration and other open space elements.
Conducted surveys for the San Joaquin kit fox, the California tiger salamander and the red-legged
frog, according to U.S. Fish and Wildlife Service protocols. Coordinated design review and
mitigation strategies with environmental agencies.
Stanly Ranch Specific Plan
Analyzed existing conditions, opportunities and constraints for a 900-acre golf resort and residential
development on the Napa River. Conducted initial studies to identify sensitive resources, including
freshwater and salt marsh wetlands, nesting raptors, and riparian corridors. Assisted in land use
planning and provided restoration guidelines for preservation and restoration of open space and
establishment of biOlogiCally viable connections between wetland and upland habitats. Developed a
plan for the phased removal of 7,000 hazardous eucalyptus trees and replacement ,with native
woodland species.
CT Ranch Development Plan
Evaluated wetland resources on a site proposed for residential and commercial development. Provided
recommendations on environmental evaluations, documentation and permitting requirements.
Nipomo Dunes Oil Spill Remediation
For the California Coastal Conservancy, evaluated biological impacts to dune preserve and
opportunities and constraints to emergency remediation plan. Issues included: groundwater
contamination, protection of sensitive plant and wildlife species, dune restoration and interagency
coordination.
Diablo Valle)' Christian School
Conducted biological surveys for sensitive species and habitats at a proposed school site in
Pleasanton.
Antioch Wetland Delineation and Permitting
Conducted formal wetland delineation and secured permits from Army Corps of Engineers and Water
Quality Control Board for a residential development in Contra Costa County. Negotiated off-site
wetland mitigation on behalf of owner.
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Biodiversity Conservation Planning
San Diego County Multiple Species Consenation Program
As a sub-consultant to Ogden Environmental, Sycamore Associates assisted in the execution of several
tasks for a large.scale regional conservation plan for 567,000 acres of coastal San Diego County. The
program identified critical habitat conservation requirements for many endangered species and plant
communities, focusing on critical sage scrub habitats for the endangered California gnatcatcher and
cactus wren. Sycamore Associates provided biological field surveys, review of preserve design
criteria, gap analysis, evaluation of land use compatibility with preserve design, and policy
recommendations. Sycamore prepared extensive guidelines that address appropriate land uses and
management activities within the preserve system, inclUding mining operations, agriculture,
recreation, habitat restoration, development, grazing, fire management, transportation, water projects,
hydrology, military use, itinerant work camps, insects and disease, fencing, signing, lighting,
landscaping and predator and exotic animal control.
North County Multiple Habitat Conservation Program
As a sub-consultant to Dudek & Associates, Sycamore Associates assisted in the execution of several
tasks for a regional conservation plan for the northern part of San Diego County. The program
closely followed methods developed for the Multiple Species Conservation Program for identification
of critical habitat areas and conservation requirements for many endangered species and plant ._';
communities, focusing on the endangered California gnatcatcher and cactus wren. Sycamore _
Associates provided biOlogical field surveys, identification of key resource areas, refinement of habitat
quality evaluation procedures, review of preserve design criteria, evaluation of wildlife corridors and
identification of areas suitable for restoration or enhancement.
Applied Forest Genetics Forestry Improvement Projects
Shared responsibility in planning and implementing a start-up firm specializing in forest tree
improvement, genetic conservation and environrnental restoration. ResponSibilities included: business
management, nursery operations, custom seed collections, clonal propagation, erosion control
projects, bioengineering, biomass regeneration, environmental restoration and formation of a
Mendocino County redwood cooperative. Clients included landowners, timber companies, California
Department of Forestry, University of California Wildland Resource Center, East Bay Regional Park
District, Christmas tree growers, cogeneration plants, private developers and European institutes.
California Department of Parks and Recreation Land Management Guidelines
With USFS geneticists, prepared comprehensive standards and guidelines for restoration projects and
open space management of Parks and Recreation land. Guidelines emphasize genetic conservation
principles. Analyzed park policies and recommended additional policies for the conservation of
biodiversity through the management of genetic resources.
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Restoration and Mitigation
Palacio Del Mar Restoration and Monitoring
Designed restoration plan, supervised field installation and conducted four year monitoring program
pursuant to an ACOE 404 permit' and Fish and Game 1603 agreement. Mitigation included creation
of 11 acres of riparian woodland, freshwater marsh and sage scrub habitats in San Diego County.
Provided specifications for planting natives throughout the golf course to link wildlife corridors.
Hyatt Santa Barbara Mitigation Plan and Field Implementation
Planned, designed, permitted and prepared working drawings and specifications for an $800,000
restoration project comprising 35 acres of salt marsh, riparian, coastal strand and coastal sage scrub
in Santa Barbara County. Responsibilities included public access planning, interfacing restoration
areas with ornamental landscapes, preservation and enhancement of three sensitive species, protection
of sensitive archeological sites, hazardous waste containment, chemical and mechanical exotic plant
eradication, erosion control, planting, irrigation, Environmental Quality Assurance Program design
per AB 3180, maintenance and monitoring.
Spanish Bay Resort Coastal Dune Restoration
Over 65 acres of coastal strand community and two wetland areas were created at the Pebble Beach
Company's Spanish Bay Resort and Golf Links located on the Monterey Peninsula. Managed
implementation phases of a $750,000 multiple-use project which included mitigation design,
construction and revegetation of sand dunes, forest and riparian areas, over 85 acres of exotic plant
eradication, sensitive species management, on-site propagation facilities, erosion control, planting,
monitoring, maintenance, public relations and coordination with the Coastal Commission.
Crystyl Ranch Revegetation Plan
Developed plane; and specifications for mitigation of oak woodlands, riparian corridors, open space,
California tiger salamander habitat, and construction areas on a 500-acre residential development site
in Contra Costa County. Provided guidelines for preservation of heritage trees, revegetation of graded
slopes, enhancement of habitat and aesthetic values of the riparian corridor, use of drought-tolerant
landscaping, and maintenance of open space for habitat value, grazing, and fire safety. Evaluated in-
channel developments, such as detention basins and diversions, for impacts and potential habitat
values. Evaluated regional wildlife corridors in conjunction with future land use plans, including a
regional trail plan. Obtained ACOE Nationwide permit.
Country Club at Gale Ranch Construction Monitoring
WiJI provide construction monitoring of Shapell Industries' grading and construction activities and
review revegetation plans and specifications for the Contra Costa County Community Development
Department. Critical issues include burrowing owl surveys, riparian area protection, construction
phasing and riparian and wetland habitat restoration in a golf course setting.
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Rocketdyne Former Sodium Disposal Facility Revegetation Plan
Provided plan and detailed specifications for revegetation of a two acre former disposal facility to
provide native habitat and erosion control. Included selection of native plant species for establishing
regional scrub and grassland, and specifications for planting, irrigation, maintenance and monitoring.
Also provided guidelines for selection and placement of imported fill and top soil.
Gregory Group Riparian Restoration
Provided final design and revegetation installation services for a two acre mitigation project in a flood
control channel in Alameda County. Designed and installed a temporary irrigation system.
Laguna Laurel Conceptual Restoration Plan
Prepared a conceptual plan and monitoring program for the Metropolitan Water District of Southern
California to mitigate impacts to coastal sage scrub and gnatcatcher habitat. Issues included soil
solarization, prescribed fire, custom seed collection and mycorrhizal inoculation. Also performed
reference area data collection and analysis.
Survey of Selected Sage Scrub Restoration Sites in Southern California
Surveyed restoration projects, including several mine revegetation projects, in sage scrub habitat and
summarized findings. Evaluated the efficacy of restoration strategies and techniques, and made
recommendations for future sage scrub restoration.
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Tapo and Dry Canyons Mitigation Plan
Prepared specifications for the restoration and creation of alkaline marsh, alluvial scrub and riparian
habitat for HMDI to fulfill regulatory requirements for a residential development in Ventura County.
Required the development of a detailed implementation schedule, incorporation of hydrologic analysis,
soils information, exotic species treatments, horticultural and monitoring recommendations.
Southern California Edison Mitigation Site Selection and Restoration Costing
Field evaluations of over 200 acres of coastal sage scrub and grassland habitat were used to analyze
restoration feasibility and develop detailed mitigation cost estimates. Biological criteria for the
restoration of these lands, including regional biodiversity issues were developed.
Oak Springs Residential Development Mitigation
Conducted biological assessment, designed mitigation, negotiated permits, developed and currently
conducting five year monitoring on a 48.6 acre residential development in Contra Costa County.
Issues included: specimen oak: protection and mitigation, enhancement of riparian corridor, creation of
Stipa grassland, and construction precautions to protect resources during development.
Bayshore Mall Restoration Plan, Implementation and Monitoring
In Humboldt County, planned and implemented a mitigation project for the construction of a regional
shopping center owned by General Growth of California. Field implementation consisted of site
preparation, enhancement of the hydrologic regime, installation of 12,000 plants and monitoring to
mitigate impacts on freshwater and saltwater wetlands and a riparian area.
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Santa Clara River Riparian Mitigation
Prepared riparian mitigation plans and specifications, and a monitoring program per Army Corps of
Engineers pennit requirements for a quarry operator in Ventura County. Developed an innovative
approach to a significant exotic species problem (Arundo donax) within the entire watershed, which
may be implemented at a large scale if successful in this 13 acre pilot project. Other issues included:
hydrology, soils, sensitive wildlife species and mitigation banking.
Pebble Beach Company Borrow Pit Remediation
Designed and implemented a revegetation plan for an abandoned mine on the Monterey Peninsula,
Key issues included: soil suitability, drainage and local plant collections.
Rancho Palo Verde Restoration and Monitoring
Designed riparian, oak: woodland and chaparral mitigation plans and monitoring programs for two
crossings of the Sweetwater River in San Diego County.
Irvine Center Drive--Widening Project Mitigation Plan and Implementation
Planned, pennitted, and supervised contractors in implementation and maintenance of a two acre
riparian mitigation planting located in Orange County for the City of Irvine. Planting mitigated
impacts of a road-widening project on riparian habitat along San Diego Creek. Implementation
consisted of grading, constructing an irrigation system, planting riparian trees and establishing a
maintenance program.
Handy Creek Riparian Restoration
Provided mitigation plans and specifications, and conducted field installation in Orange County for
The Irvine Company.
Unimin Mine Reclamation
Designed and implemented a reclamation plan in Contra Costa County involving riparian and oak:
woodland species. Native soils were replaced and graded to natural contours, then seeded with a
custom seed mix representative of the local flora. Oaks and riparian trees were propagated from local
sources and established on-site. Conducted one year of post-installation maintenance and monitoring,
Specimen Oak Relocation and Restoration
Planned for the relocation of oaks and designed a restoration plan for a riparian and oak: woodland
project in San Jose for Shapelllndustries.
Fairview Regional Park Enhancement Plan
Assisted in planning and implementation of a restoration plan for Fairview Park, located near the
Santa Ana River mouth in Orange County. Provided soils and water evaluations, restoration plans and
specifications, a detailed maintenance program and construction observation for the creation of 90
acres of coastal strand, native grassland, woodland and wetlands. Significant issues included
eradication of exotic species, application of reclaimed water, soil and water quality and long-term
maintenance.
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Sorrento Valley Utilities Improvement Mitigation Plan
For the City of San Diego, prepared mitigation plans and specifications for 15 acres of salt, brackish,
and freshwater marsh, and sage scrub habitats in Penasquitos Lagoon to mitigate impacts associated
with the construction of sewage and water pumping facilities. Developed construction precautions for
operations in this extremely sensitive ecosystem. Critical issues included impacts to the sensitive salt
panne daisy, control of exotic species, and providing suitable habitat for halophytic species given
recent hydrologic changes that are converting portions of the lagoon from salt to brackish/freshwater
marsh conditions.
Granite Oak Woodland Restoration
Prepared a site analysis and conceptual mitigation plan for an oak woodland in Santa Cruz County in
cooperation with a landscape architecture firm.
Poppy Hills Golf Course Restoration
Designed and implemented a forest and -wetland restoration project within a Robert Trent Jones, Jr.
golf course on the Monterey Peninsula.
Wright Schuchart Harbor Eel Grass Mitigation
Established eel grass meadow sites on mud flats in Humboldt Bay to mitigate impacts associated with
the installation of a harbor facility.
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Rancho Malibu Mesa Restoration
Provided native plant expertise to a landscape architecture firm for the revegetation of open space,
including use of native bunch grasses.
Resource Management Plans
Monarch Habitat Protection and Enhancement Plan
In cooperation with the Monarch Project, prepared plans, working drawings and specifications for the
protection and enhancement of the native Monterey pine and coast live oak stands in Washington
Park, on the Monterey Peninsula. Major issues included monarch butterfly habitat requirements, soil
compaction, epidemic beetle infestation, reforestation, native revegetation, stand management, the
managed trail system and boardwalks, interpretive signing, public awareness and community
involvement.
Forest Management and Erosion Control Plans
Prepared botanical reportS, forest management and erosion control plans for landowners on the
Monterey Peninsula. Responsibilities included site constraints analysis, Monterey County and Coastal
Commission permits, specimen tree preservation, coordination with project engineer, architect and
landscape architect, and native landscape installation.
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Contra Costa Tree Protection Plan
Analyzed impacts to native and planted trees associated with the subdivision and development of a
tract of land in Walnut Creek for a private landowner. Worked with engineer to move improvements
to protect the more valuable trees on the property. Developed construction precautions to protect trees
during development, and prepared a report addressing tree removals and protection measures to
address County concerns.
Presidio Tree Hazard Assessment Plan
Provided the Army Corps of Engineers with a hazard assessment plan and evaluation of trees growing
in the Presidio, San Francisco.
Urban Creek and Park Planning
C,ity of Lafayette Las Trampas Creek Water Treatment and Restoration
Working with hydrologists, designed and oversaw construction of a series of wetland sedimentation
ponds to improve the water quality of storm runoff discharging into Las Trampas Creek. The project
involved wildlife surveys, revegetation of ponds and tributary, and several environmental permits.
Golden Gate Park Lakes
Conducted surveys for sensitive wildlife species, including the California red-legged frog,
southwestern pond turtle, monarch butterfly, and San Francisco fork-tailed damselfly. Mapped other
important habitat features at the lakes in Golden Gate Park for the Department of Parks and
Recreation and Deparonent of Public Works, City of San Francisco. Analyzed critical biological and
regulatory issues affecting plans to repair the lakes, which are currently leaking. Assisted landscape
architects, hydrologists and engineers with the development of conceptual shoreline treatments for the
reconstruction of the lakes.
City of Walnut Creek Urban Creek Master Plan
Teamed with landscape architect and hydrologist to prepare a master plan for the restoration of three
urban creeks. Major issues include flood control, bank stabilization, bioengineering techniques, exotic
plant eradication, habitat enhancement for wildlife and fisheries, creation of wildlife corridors, genetic
resource conservation, location of a pedestrian trail, complex property ownership along the creeks,
funding, phasing of restoration and use of volunteer groups in implementation. Prepared plans and
specifications, and will provide construction observation in pilot project.
City of Fairfield Urban Creek Master Plan
Worked with Bay Conservation and Development Commission (BCnC), the City of Fairfield,
engineers and planners to design a restoration plan to provide flood control and public access, while
protecting anadromous fisheries. Assisted BCDC in the revision of a creek protection ordinance to
accommodate flood control and improvement of habitat values.
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San Ramon Creek Master Plan
Worked with a team of planners and hydrologists on a trails master plan for the cities of San Ramon,
Danville, and Alamo. Conducted field surveys and identified restoration opportunities for ten miles of
creek with riparian, marsh and oak woodland habitats. Issues addressed included biological corridors,
phasing of restoration, bioengineering solutions, recreation and habitat compatibility, and funding. A
comprehensive restoration and trails plan was developed.
Grizzly Creek Restoration
Working with hydrologists, designed and oversaw construction of creek bank stabilization project for
the City of Lafayette. The project involved wildlife surveys, relocation of low flow channel,
reconfiguration and revegetation of steep banks, and protection of adjacent private and public
properties. Prepared and secured environmental permits from Army Corps of Engineers, Department
of Fish and Game, and Water Quality Control Board. Conducting five year monitoring program.
Pilarcitos Creek Restoration
Provided the City of Half Moon Bay with site evaluation and design review for riparian habitat
restoration and recreational trail installation along Pilarcitos Creek. The creek is scheduled for habitat
enhancement and an interpretive program, focusing on areas of significant migratory bird use. Also
assisted the City with urban creek restoration grant applications.
Friends of Islais Creek Channel
Provided revegetation consulting services and field supervision of volunteers to this citizen action
group in their efforts to stabilize and restore the Islais Creek Channel in San Francisco.
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Novato Riparian Mitigation Plan
Permitted and prepared final mitigation plans and specifications for a residential development project
in Marin County.
San Diego Creek Restoration Plan
Provided mitigation plans and specifications to engineers for the design of a flood control project in
Orange County. Analyzed cost feasibility of relocating specimen oaks.
Richmond BouJe\'ard Neighborhood Association
Provided a professional evaluation of a proposed revegetation plan for this neighborhood association
in their efforts to modify a proposed development on Glen Echo Creek in Alameda County.
Economic and Feasibility Analysis
Expert Witness Mitigation Costing
Provided detailed cost estimates for 17 acres of habitat restoration in Gaviota State Park in Santa
Barbara County. Cost figures were employed to secure a settlement to compensate for damages
sustained during pipeline construction.
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Regulator)' and Biological Feasibility Analysis of Pamo Dam
Managed regulatory and biological feasibility analysis and final evaluation of the controversial Pamo
Dam project involving the City and County Water Authority of San Diego, Army Corps of
Engineers, Environmental Protection Agency, Fish and Wildlife Service, Department of Fish and
Game, the Forest Service and several community groups. The proposed project included creation of
over 1,500 mitigation acres of wetland riparian and oak woodland habitats. Major issues involved the
404 (c) EPA veto, site and mitigation plan feasibility, massive exotic plant eradication, restoration
costs, habitat creation for the least Bell's vireo, and long-term maintenance and monitoring. Feasible
alternatives to the proposed mitigation plan were identified as were recommendations on management
of the regulatory process.
Economic Impacts of the Drought and Associated Water Restrictions
Conducted field surveys of residences, commercial and public landscapes throughout Santa Barbara
County, assessing the vegetation losses due to drought and irrigation restrictions. Created a
drought-susceptibility-index to the species encountered and generated theoretical vegetation loss
scenarios for Santa Barbara County for future droughts. Also evaluated the role of vegetation in the
Santa Barbara fire of 1990. Worked with economists to identify additional economic losses to the
community and related findings to state water policy. Recommended water conservation landscaping
practices specific to the City of Santa Barbara, which prepared a booklet for its citizens entitled
Unique UnthirsT)' ReplacemenTs for Common Plants, based on Sycamore's technical report.
In-ine Company Restoration Costs Analysis
Provided comprehensive restoration cost figures used by landowners, agencies and developer in initial
site planning decisions.
Expert Witness Testimony for Tamalpais Community Sen'ices District
Provided expert wimess testimony on repair prescriptions using bioengineering techniques for a Marin
County watershed. Supplied comprehensive cost estimates to repair erosion damage.
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RESTORATION PLANS FOR TECOLOTE
AND EASTERN UPLAND NATURAL AREAS
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OCT09El'11991
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and Field Implementation
location: Santa Barbara, California
Size: 35 acres
Project Description:
. Restoration of salt marsh, riparian, coastal strand and coastal sage scrub habitats as
open space for the Hyatt Resort
. Preservation and habitat enhancement of three sensitive species: the tidewater
goby, the globose dune beetle and the monarch butterfly
. Restoration design compatible with resort and public access
. Preparation of restoration working drawings and specifications
. Restoration construction budget of $800,000
Key Issues:
. Erosion control
. Interface of restoration open space with resort landscapes
. Sensitive species and archaeological resources
. Buried hazardous waste
. Public access
. Permitting with agencies
Sycamore Associate's Role:
. Designed restoration project to interface with omam en tal landscape and
protect sensitive archaeological sites, while enhancing wildlife habitat
. Prepared working drawings and specifications for site preparation, chemical and
mechanical exotic plant eradication, planting, hydromulching and irrigation
. Prepared maintenance manual and habitat monitoring program
. Prepared biological elements of Environmental Quality Assurance Program
design per AB 3180
. Obtained necessary permits and approvals
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location: Contra Costa County, California
S-ize: 13 miles
Project Description:
. Preparation of two master plans for the restoration of three urban creeks for the
cities of Walnut Creek, Alamo, Danville and San Ramon
Key Issues:
. Habitat enhancement for wildlife and fisheries
. Flood control
. Bioengineering techniques
. Wildlife corridors
. Extension of green belt into city
. Genetic resource conservation
. Complex property ownership along creeks
. Funding for restoration
. Integration of volunteer groups in implementation
Sycamore Associate's Role:
. Identified, with hydrologists, alternative bioengineering techniques to resolve
flood control, bank stabilization and habitat objectives
. Prepared extensive guidelines for the eventual restoration of the urban creeks
. Identified opportunities to create wildlife corridors
. Identified opportunities for integrating volunteer groups into
project implementation
. Worked with landscape architect to ensure optimal placement of pedestrian trail
while protecting wildlife habitat
. Incorporation of genetic resource conservation strategies into restoration guidelines
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location: Santa Barbara County
Size: County of Santa Barbara
Project Description:
. Investigation of impacts to private, public and commercial landscapes caused
by the extended California drought, and subsequent water restrictions placed
on users
. Analysis of economic impacts to real estate and green industries
· Analysis of monetary loss caused by vegetation damage due to the drought
and associated water restrictions
Key Issues:
. Experimental design considering demographic economic variables
. Economic valuation of landscapes
· Identificatiotl of economic losses to the community due to drought
. Relationship of findings to regional water policy
Sycamore Associate's Role:
. Conducted extensive field surveys of residential, commercial and public
landscapes throughout Santa Barbara County
. Assessed vegetation losses due to the drought and irrigation restrictions
. Generated hypothetical loss scenarios in a continued drought
. Evaluated the drought's role in the 1990 Paint Cave fire
. Recommended water conservation landscaping practices specific to Santa Barbara,
developed into the booklet Unique Unthirsry Replacements for Common Plants
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Spanish Bay Resort Coastal Dune Restoration
Location: Monterey Peninsula, California
Size: 236 acres
Project Description:
. Creation of over 65 acres of coastal strand community
. Revegetation of sand dunes, wetland and forest areas
. Multiple use project requiring integration of restoration area with the
Spanish Bay Golf Links
. Restoration construction cost of $750,000
Key Issues:
. Sensitive species enhancement
. Multiple-use compatibility
. Exotic plant eradication
. Erosion control
. On-site nursery facilities
. Permitting with agencies
Sycamore Associate's Role:
. Designed mitigation plan, managing for sensitive species, erosion control,
habitat enhancement and multiple-use needs of project
. Designed and implemented exotic plant eradication on 85 acres
. Managed implementation phases, including on-site propagation facilities,
construction, revegetation of sand dunes and restoration of forest and
riparian areas
. Over 700 pounds of custom collected seed from 30 species were hydromulched
onto sand dunes
. Prepared maintenance program and trained golf course staff
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MARYLEE GUINON
Owner/Principal
EDUCATION
1982
Graduate Studies, Forest Genetics
North Carolina State University, Raleigh
1981
Post Graduate Fellow
University of Gotlingen and West German Lower Saxony
Research Institute at Escherode, West Germany
1980
B.S., Forest Genetics/Statistics (minor)
University of California, Berkeley
Dean's Honor's List, Max Cook Scholastic Award, California State Scholar, President
of the Forest Products Society, Louisiana Pacific and Weyerhauser Internships.
PROFESSIONAL EXPERIENCE
1989-present
Owner/Principal
Sycamore Associates, Lafayette, California
1986.1989
PrincipallNorthern California Office Regional Manager
LSA Associates, Point Richmond, California
1983-1986
Operations Manager
Applied Forest Genetics, Inc., Mendocino County, California
1982-1983
Office Manager
Equitec Financial Group. Oakland, California
1979
Forest Products Consultant
Small Tree Utilization Measurement Project, Blodgett, California
1977-1980
Research Coordinator
University of California Department of Forestry, Berkeley
California Forest Products Laboratory, Richmond
Ms. Guinon has extensive experience in planning, permitting, designing, implementing and monitoring
environmental restoration projects, including the restoration of riparian, salt and freshwater marsh, coastal dune,
forest, native grassland, sage scrub, oak woodland and upland plant communities througbout California. Integrating
her natural resource expertise, restoration experience and management skills. Ms. Guinon has authored several
biodiversity planning documents.
As owner and principal of Sycamore Associates, Ms. Guinon coordinates multi-disciplinary teams consisting of
agencies, landscape architects, engineers, planners, architects, land owners, community groups and non-profit
organizations for the execution of restoration activities such as site preparation, grading, erosion control,
bioengineering stabilization, plant eradication. propagation facilities design, revegetation, irrigation, experimental
research and development, gene conservation, and maintenance and monitoring.
Ms. Guinon manages natural resource projects with multiple-use issues such as habitat protection, recreation
compatibility, public access, erosion and flood control, bioengineering solutions. biological corridors, landscape
linkages, community involvement and funding. Major restoration projects include a $750,000, 85-acre restoration
of coastal dune, wetland and forest habitat at the Spanish Bay Resort on the Monterey Peninsula; and an $800,000,
35-acre restoration of riparian and salt marsh areas, coastal sage scrub and coastal strand habitat for the Hyatt in
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Santa Barbara County. Ms. Guinon has completed numerous biological assessments for CEQA and regulatory.
compliance and has negotiated permits with environmental agencies. She prepared genetic resource conservation .,
guidelines for the California Department of Parks and Recreation and land management guidelines for biodiversity
preserves in San Diego County, Ms. Guinon is a guest lecturer for several graduate programs at UC Berkeley.
PROFESSIONAL AFFILIATIONS
Society for Conservation Biology
Society for Ecological Restoration (Chairman. Certification Committee)
Society of American Foresters
California Native Plant Society
Exotic Pest Plant Council (Database Committee)
Association of Wetlands Scientists
PUBLICATIONS
Habitat valuation and restoration costing. In Interface between ecology and land development in California. Ed. by
J.E. Keeley. Southern California Academy of Sciences. 1993.
Biodiversity and habitat restoration: the genetically correct solution. M~ Guinon. Society for Ecological Restoration
Conference Proceedings, Orlando, Florida. 1991.
Guidelines for conservation of genetic resources in parks and reserves. M. Guinon and C. Millar. General Technical
Report. PSW-GTR-OOO. Albany, CA. Pacific Southwest Research Station, Forest Service, U.S. Department of
Agriculture. In press.
The costs of water shortages: case study of Santa Barbara. M. Guinon. Prepared for the Metropolitan water.
District, Los Angeles. CA. 1991. \
Global warming: plant the right tree. M. Guinon. Whole Earth Ecolog, Harmony Press, New York. 1990. . -
Project elements determining comprehensive restoration costs and repercussions of hidden and inaccurate costs. M.
Guinon. Society for Ecological Restoration Conference Proceedings, Oakland. CA. 1989.
Dune restoration at Spanish Bay. M. Guinon. Fremontia, Yol. 16 No.3, October. 1988.
Dune restoration. M. Guinon. Restoration and Management Notes. The University of Wisconsin Madison
Arboretum. 1987.
Restoration of Dune Habitats. M. Guinon. Restoring the Earth Conference Proceedings, Berkeley, CA. 1988.
The restoration of dune habitat at Spanish Bay 1. Implementation and n. Preliminary results. M. Guinon and D.
Allen. In Proceedings of the second native plant revegetation symposium. Rieger, J.T. and B.K. Williams, Eds.,
San Diego, CA. 1988.
A clonal study of intraspecific variability in J3diata pine II. Growth and form. M. Guinon et al. Australian Forest
Research 12. 1982.
Die Holzeigenschaften des Mammutbaumes insechs mitteleuropaischen Yersuchsanbauten Teil 2. M. Guinon et
al. Holz-Zentralblatt 105 & 89. 1983.
Frost resistance and early growth of Sequoiadefuiron gigameum seedlings of different origin. M. Guinon et aJ.
Silvae Genetics 31 (5) 1982.
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JUDY A. BENDIX
Natural Resource Manager
EDUCATION
1987
M.S., Wildland Resource Science
University of California, Berkeley
Herb Sampert Memorial Award, Charles Lathrop Pack Essay Award
1978
B.S., Forestry
University of California, Berkeley
LICENSE
California Registered Professional Forester, Number 2369
PROFESSIONAL EXPERIENCE
1993-present
Natural Resource Manager
Sycamore Associates, Lafayette, California
1989.1993
Forester and Policy Analyst
Pacific Meridian Resources, Emeryville, California
1988-1989
Environmental Consultant
Thomas J. Pehrson, Urban Forestry Consultants, Orinda, California
1986-1988
Executive Director
Trinity Resource Action Council, Weaverville, California
1983-1986
Research and Teaching Assistant
Dr. Ted Bradshaw, Dr. Sally Fairfax, Dr. Jeff Romm, Dr. Arnold Schultz
University of California, Berkeley, California
1980-1983
Forestry Contractor
Self-employed, Berkeley, California
1982
Assistant to the Director
California Gene Resources Program, Berkeley, California
1978.1980
Professional Intern
Weyerbaeuser Company, Centralia, Washington
1976-1978
Research Assistant
Dr. W.J. Libby, University of California, Berkeley, California
Ms. Bendix bas extensive experience in natural resource management planning and implementation as well as policy
analysis. Ms. Bendix has worked with industrial and nonindustrial land owners, state and federal government
agencies, other consultants, and non-profit organizations on resource management, policy development and
socioeconomic impact analysis relating to different land management strategies. She bas conducted field inventories
and environmental assessments in a wide variety of vegetative communities throughout the Pacific Coast states. Ms.
Bendix uses ber strong background in field implementation, monitoring and consensus building to manage restoration
projects.
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Ms. Bendix has analyzed policies and made recommendations on biodiversity protection and enhancement, hardwood
utilization and conservation, local, state and federal land management programs, below-cost timber sales, public
and private vegetation management practices, and nonindustrial forest management. As part of the Sycamore
Associates project team for the Multiple Species Conservation Program (MSCP), Ms. Bendix made policy
recommendations, and provided extensive guidelines that dictate land uses and management activities within the
preserve system. Land use and management activities included: passive recreation, active recreation, agriculture,
development, water projects, transportation, mineral extraction, military use, itinerant work camps, fire
management, grazing, ecological restoration, hydrology, insects and disease, fencing, signing, lighting, landscaping,
and predator and exotic animal control for a 567,000 acre study area in San Diego County. The project utilized GIS,
population viability analyses and preserve design criteria to enable long~term biodiversity planning to proceed.
.
Ms. Bendix is a California Registered Professional Forester, and as such, has prepared and executed Timber Harvest
Plans in sensitive watersheds and where public scrutiny of timber harvest has been extreme. She has extensive on.
the-ground experience in forest resource inventory, reforestation and rehabilitation projects in a variety of forest
habitat types. Ms. Bendix has worked extensively in a leadership role in managing conflicts over forest resource
use and has successfully conducted numerous public education efforts with a wide number of interest groups with
divergent views of appropriate resource management.
PROFESSIONAL AFFILIATIONS
California Licensed Foresters Ass!)ciation
Society of American Foresters
PUBLICATIONS
Protecting critical hardwood resources with landowner conservation incentive techniques. S. Doak, J. Bendix and
S. Fulton. California Department of Forestry and Fire Protection, Strategic and Resource Planning Program.
Sacramento, CA 78 pgs. March 1993.
.
Vegetation management on utility rights~f-way: literature survey and status report. J. Bendix and M. AIkon. PG&E
Research and Development, Environment, Health and Safety. 55 pgs. Issued July 29, 1992.
Trees for Union City. J. Bendix. Union City Department of Public Works. 1992.
The market for forest tree seedlings in California. J. Bendix. California Department of Forestry and Fire Protection.
Sacramento, CA. January 1991.
Woodland Trends. Ed. J.Bendix. Periodic newsletter published by Pacific Meridian Resources. Emeryville, CA.
1990-1992.
Public subsidy and private forest investment: analyzing the selectivity and leverage of a common policy form.
Romm, J. and C. Washburn, R. Tuazon, J. Bendix. Land Economics. Vol. 63, No. 2: 153~167. 1987.
TRAC Record. J. Bendix. Periodic newsletter published by the Trinity Resource Action Council. Weaverville, CA.
1986.88.
Marijuana cultivation and non-industrial forest use in California's north coast region. J. Bendix. Awarded the
Charles Lathrop Pack Essay Award. Department of Forestry and Resource Management. Berkeley, CA. 1985.e
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MICHAEL K. WOOD
PLANT ECOLOGIST
EDUCATION
1989
M.A., Ecological and Systematic Biology (Distinguished Graduate)
San Francisco State University
1981
B.S., Ornamental Horticulture
California Polytechnic State University, San Luis Obispo
1993
OSHA Hazardous Waste Operations Training (40 hour course)
1990
Basic Wetlands Delineation, Wetland Training Institute
1986
Institute fur Deutch als Fremdsprache
University of Heidelberg, Germany (German Language Study)
PROFESSIONAL EXPERIENCE
1993-present
BotanistN egetation Ecologist
Sycamore Associates, 'Lafayette, California
1989.1992
BotanistN egetation Ecologist
Ogden Environmental and Energy Services
1986-1989
Research Assistant
Dr. V. Thomas Parker, Professor of Biology
San Francisco State University
1987-1989
Freelance Botanical Consultant
As a botanist-vegetation ecologist, Mr. Wood has considerable experience conducting field-intensive evaluations of
wetlands, rare plants and natural communities for habitat management, environmental impact and restoration
planning. Mr. Wood brings to projects a wide range of experience in plant ecology, soils and geology, fire ecology,
wetlands ecology and delineation, environmental policy and permitting, and hazardous materials assessment. He
has worked with other consultants, agencies, planners, non-profit organizations and local universities on the
constraints and opportunities presented by botanical resources, especially rare and endangered species, for impact
analysis of coastal sage scrub, vernal pool, salt and freshwater marsh, riparian, oak woodland, native grassland,
wildlife and fisheries resources.
Mr. Wood participated in biological surveys for the Multiple Species Conservation Program, a large-scale
biodiversity and planning project covering 567,000 acres in San Diego County. He coordinated biologists for
extensive surveys of over 50 target sensitive plant species, detailed vegetation mapping, and habitat evaluation of
over 30,000 acres of undeveloped and previously uninventoried lands in San Diego County. The project utilized GIS
and population viability analyses to identify biologically valuable regions of the County to assist in long-term growth
planning, preserve design and sensitive species recovery.
For Metropolitan Water District of Southern California, Mr. Wood conducted focused surveys for 20 target sensitive
plant species at four reservoir site alternatives, off-site facilities, and potential mitigation sites in eastern Riverside
County, for the Eastside Reservoir Project. Tasks included mapping and estimating population sizes of sensitive
species populations, analyzing potential impacts and recommending mitigation measures. The project included a
survey for the federally-listed endangered slender-homed spineflower, collection of quantitative density data, seed
collection, and initiation of a seed generation program.
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Mr. Wood assisted in the design, installation. and monitoring of a mitigation program for the state-listed endangered
thread-leaf brodiaea (Brodiaea filifolia) near the town of San Marcos, San Diego County. The program entailed
establishing a 12-acre preserve for tbe restoration of suitable babitat, transplantation of the species, reestablishment
of native purple needlegrass, establishing experimental plots, and collecting field data to monitor the effects of
different treatments and overall project success. The project required negotiation of a Memorandum of
Understanding (MOU) between the client and the California Department of Fish and Game,
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PROFESSIONAL AFFILIATIONS
California Botanical Society
California Native Plant Society
Society for Conservation Biology
California Academy of Sciences
American Museum of Natural History
PUBLICATIONS
Substratum and secondary chemistry in an unusual lichen population. S. Hammer, M. Jaszienski, and M. Wood.
In press.
Maximizing cbaparral vegetation response to preScribed bums: experimental considerations. Proceedings of the Fire
and Watershed Management Conference, Watershed Management Council, Sacramento, California. October 26-28,
1988. pp. 158. C. Rogers, V.T. Parker, V.R. Kelly, and M.K. Wood. 1989.
Factors affecting the distribution of Arctostaphylos myrtifolia Parry (Ericaceae): the role of soil-plant and plant-plant
intentctions. Master's Thesis, San Francisco State University. pp. 147. M.K. Wood. 1989,
Factors affecting the distribution of Arctostaphylos myrtifolia and A. viscida: the role of soil-plant and plant-plant
interactions. Presentation to the GJ1lduate Student Meetings, California Botanical Society, beld at San Jose State
Univ. October. M.K. Wood. 1988.
.
Soil-plant interactions affecting the distribution of Arctostaphylos myrtifolia: a California endemic. Bull. EcoJ. Soc.
Am 69:346. Published abstract of presentations at the annual meeting of the American Institute of Biological
Sciences, Davis. M.K. Wood. August 1988.
Soil/plant interactions and their effects on endemism in Arctostaphylos myrrifolia. Presentation to the Graduate
Student Meetings, California Botanical Society, held at the University of California, Davis. M.K. Wood. May 1987.
Management of Arctostaphylos myrtifolia at the Apricum Hill Ecological Reserve. Unpublished technical report to
the California Department of Fish and Game. M.K. Wood and V.T. Parker. January 1988.
The soil gradient and vegetation patterns associated with the r.ue endemic, Arctostaphylos mynifolia. M.K. Wood
and V.T. Parker. In preparation.
Response of a rare chaparral species, Arctostaphylos myrtifo/ia, to prescribed burning. M.K. Wood and V.T.
Parker. In preparation.
Effect of burning on the recovery of a rare chaparral species, Arctostaphylos mynifo/ia, following population
dieback due to a fungal pathogen. M.K. Wood and V.T. Parker. In preparation.
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DAVID L. SUDDJIAN
Wildlife Biologist
EDUCATION
1988
B.A. Biology
University of California, Santa Cruz
PROFESSIONAL EXPERIENCE
1993
Wildlife Biologist
Sycamore Associates, Lafayette, California
1989.1993
Wildlife Biologist
The Habitat Restoration Group, Scotts Valley, California
1988
Wildlife Biologist
Harvey and Stanley Associates, AJviso, California
1987-present
Project Coordinator
Santa Cruz County BrW:ling Birds Atlas Project
1986.present
Subregional Editor
American Birds
Mr. Suddjian is a wildlife biologist with expertise in avian habitat requirements. He has considerable knowledge
of the status, habitat requirements, and distribution of birds in California, with a special understanding of the central
California coastal region. His interests include shorebirds in marine environments, marbled murrelet breeding
biology, patterns of waterbird dispersal and migration, waterbird use of man-made lakes, avian use of riparian
habitats, historical changes in bird populations' distribution, and faunal changes in successional communities.
Recent academic work includes coordination and preparation of a grid-based atlas of breeding bird distribution for
Santa Cruz County, participation as a regional coordinator and steering committee member for the Santa Clara
County and San Mateo County breeding bird atlas projects, and acting as a subregional editor for the journal
American Birds. He has studied waterbird use of the Pajaro River estuary system, waterbird and raptor use of the
sloughs of southern Santa Cruz County, the distribution and habitat requirements of breeding birds in the southern
Santa Cruz Mountains, seabird migration along the central California coast, seasonal and yearly changes in the age
structure of Monterey Bay's brown pelican population, and the distribution, abundance, and habitat requirements
of Santa Clara County's burrowing owl population. He is the author of Atlasser's Assistant: A Preliminary Analysis
of The Distribution of The Breeding Birds of Santa Cruz County. Mr. Suddjian is the co-leader of the Santa Cruz
Mountains Murrelet Group. As a member of the Pacific Seabird Group's Marbled Murrelet Technical Committee,
Mr. Suddjian has led training seminars in marbled mUlTelet survey techniques and habitat assessment. He is
currently preparing a paper describing the status, distribution, and habitat requirements of threatened wildlife species
in Santa Cruz County.
Mr. Suddjian has helped to develop restoration and management plans for the Salinas River Lagoon, Pajaro River
Lagoon, Soquel Creek Lagoon, San LoreD20 River, Adobe Creek, Westlake Park in Santa Cruz, and a coastal pond
in Marina. He has heen a key team member in the development of wetlands restoration plans in Moss Landing,
and has contributed to the design of a freshwater marsh and riparian mitigation sites in San Jose. Mr. Suddjian has
also participated in the design of riparian revegetation plans at Coyote Creek and the Guadalupe River in Santa Clara
County, and along the Hetch Hetchy Pipeline in AJameda County. He has participated in the master planning team
for Rancho San Antonio County Park and the Burnett Park Site at Coyote Creek Parkway in Santa Clara Count)'.
Mr. Suddjian has surveyed habitat for threatened and endangered species, including marbled murrelet, spotted owl,
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burrowing owl. red.legged frog. California tiger salamander. San Francisco garter snake. Santa Cruz long-toed
salamander. bay checkerspot butterfly. California c1ap~ rail. California least tern. San Joaquin kit fox. American
badger, and monarcb butterfly. He is certified to perform Hahitat Evaluation Procedures analyses. Mr, Suddjian
bas experience with CEQA and permitting as well as resource agency consultation. He can assess wildlife habitat
values, evaluate project impacts, and provide mitigation for projects related to land development, flood control.
stream diversion. timber harvests and mining. He has d=,",eloped and implemented monitoring plans to measure the
success of wetland restoration projects, and to determine construction impacts to great blue berons, pigeon
guillemots, and black swifts. Mr, Suddjian bas performed opportunities and constraints analyses and prepared
development guidelines for the protection and enbancement of wildlife habitat.
.
Mr. Suddjian participated as a key team member in the development of restoration and management plans for the
Salinas River Lagoon, Pajaro River Lagoon, Soquel Creek Lagoon, San Lorenzo River, Adobe Creek (Santa Clara
County), Westlake Park in Santa Cruz, and seven coastal ponds in Marina, Monterey County. He was team leader
in the development of a tidal wetlands restoration plan in Moss Landing, and participated in the design of riparian
revegetation plans at Coyote Creek and the Guadalupe River in Santa Clara County, and along the Hetcb Hetchy
Pipeline in Alameda County. He was on tbe master planning team for Rancho San Antonio and Burnett County
Parks in Santa Clara County.
Mr. Suddjian has completed a course in hazardous mat....'"1ials and site operations.
PROFESSIONAL AFFILlATI.ONS
The American Ornithologists Union
The Cooper Ornithological Society
The Wilson Ornithological Society
Association of Field Ornithologists
Pacific SeabiTd GTOUp
Western Field Ornithologists
The Wildlife Society
North American Ornithological Atlas Committee
Society for Ecological Restoration
California Native Plant Society
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PUBLICATIONS
Fledging of marbled murrelets from two tree nests with notes on nest site behavior and forest stand characteristics.
S.W. SingeT, D.L. Suddjian and S.A. Singer. In re\"i=w.
Varied thrush nesting in the Santa Cruz Mountains of California - a 385 kilometer southward breeding range
extension. D.L. Suddjian, B.M. Mori, B. Dolman and C. Nieukirk. In review.
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