AGR-6952 - SAGECREST PLANNING AND ENVIRONMENTAL - MINUTES CLERK STAFFING SERVICES - MARCH 4, 2020q,g-6Rsa
PROFESSIONAL SERVICES AGREEMENT
Staf£mg Services (Minutes Clerk)]
THIS PROFESSIONAL SERVICES AGREEMENT (the "AgreemenP') is made at
Orange, Califomia, on this day of {`J r, 2020 (the "Effective Date") by and
between the CITY OF OItANGE, a municipal corporation ("City"), and SAGECREST
PLANNING AND ENVIRONMENTAL, a California corporation ("Contractor"), who agree as
follows:
1. Services. Subject to the terms and conditions set forth in this Agreement,
Contractor shall provide to the reasonable satisfaction of City the services set forth in Exhibit"A,"
which is attached hereto and incorporated herein by reference. As a material inducement to City
to enter into this Agreement,Contractor represents and warrants that it has thoroughly investigated
and considered the scope of services and fully understands the difficulties and restrictions in
performing the work. Contractor shall perform all services in a manner reasonably satisfactory to
City and in a manner in conformance with the standazds of quality normally observed by an entity
provided such services to a municipal agency. All services provided shall conform to all federal,
state and local laws,rules and regulations and to the best professional standards and practices. The
terms and conditions set forth in this Agreement shall control over any terms and conditions in
Exhibit "A" to the contrary.
Anna Pehoushek, Community Development Assistant Director ("City's Project
Manager"), shall be the person to whom Contractor will report for the performance of services
hereunder. It is understood that Contractor's performance hereunder shall be under the supervision
of City's Project Manager (or his/her designee), that Contractor shall coordinate its services
hereunder with City's Project Manager to the extent required by City's Project Manager, and that
all performances required hereunder by Contractor shall be performed to the satisfaclion of City's
Project Manager and the City Manager.
2. Compensation and Fees.
a. Contractor's total compensation for all services performed under this
Agreement, shall not exceed TEN THOUSAND DOLLARS and 00/100 ($10,000.00)without the
prior written authorization of City.
b. The above compensation shall include all costs, including, but not limited
to, all clerical, administrative, overhead, insurance, reproduction, telephone, travel, auto rental,
subsistence and all related expenses.
3. Pavment.
a. As scheduled services aze completed, Contractor shall submit to City an
invoice for the services completed, authorized expenses and authorized extra work actually
performed orincurred.
b. All such invoices shall state the basis for the amount invoiced, including
services completed, the number of hours spent and any extra work performed.
c.City will pay Contractor the amount invoiced within thirty (30) days afrer
the approval of the invoice.
d. Payment shall constitute payment in full for all services, authorized costs
and authorized extra work covered by that invoice.
4.Chanee Orders. No payment for extra services caused by a change in the scope
or complexity of work, or for any other reason, shall be made unless and until such extra services
and a price therefor have been previously authorized in writing and approved by City as an
amendment to this Agreement. The amendment shall set forth the changes of work, extension of
time, and adjustment of the compensation to be paid by City to Contractor.
5. Licenses. Contractor represents that it and any subcontractors it may engage,
possess any and all licenses which are requued under state or federal law to perform the work
contemplated by this Agreement and that Confractor and its subcontractors shall maintain all
appropriate licenses, including a City of Orange business license, at its cost, during the
performance af this Agreement.
6. Indeaendent Contractor. At all times during the term of this Agreement,
Contractor shall be an independent contractor and not an employee of City. City shall have the
right to control Contractor only insofaz as the result of Contractor's services rendered pwsuant to
this Agreement. CiTy shall not have the right to control the means by which Contractor
accomplishes services rendered pursuant to this Agreement. Contractor shall, at its sole cost and
expense, fumish all facilities, materials and equipment which may be required for fumishing
services pursuant to this Agreement. Contractor shall be solely responsible for, and shall
indemnify, defend and save City harmless from all matters relating to the payment of its
subcontractors, agents and employees, including compliance with social security withholding and
all other wages, salaries, benefits, taxes, exactions, and regulations of any nature whatsoever.
Contractor acknowledges that it and any subconfractors, agents or employees employed by
Contractor shall not,under any circumstances,be considered employees of City,and that they shall
not be entitled to any of the benefits or rights afforded employees of City,including,but not limited
to, sick leaue, vacation leave, holiday pay, Public Employees Retirement System benefits, or
health, life, dental, long-term disabiliTy or workers' compensation insurance benefits.
7.Contractor Not Aeent. Except as City may specify in writing, Contractor shall
have no authority, express or implied, to act on behalf of City in any capacily whatsoever as an
agent. Contractor shall have no authority, express or implied, to bind City to any obligation
whatsoever.
S. Desienated Persons. Only those qualified persons authorized by City's Project
Manager, or as designated in Exhibit"A,"shall perform work provided for under this Agreement.
It is understood by the parties that clerical and other nonprofessional work may be performed by
persons other than those designated.
9. Assienment or Subcontractine. No assignment or subcontracting by Contractor
of any part of this Agreement or of funds to be received under this Agreement shall be of any force
or effect unless the assignment has the prior written approval of City. City may temunate this
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Agreement rather than accept any proposed assignment or subcontracting. Such assignment or
subcontracting may be approved by the City Manager or his/her designee.
10. Time of Completion. Except as otherwise specified in Exhibit "A," Contractor
shall commence the work provided for in this Agreement within five(5)days of the Effective Date
of this Ageement and diligently prosecute completion of the work as otherwise agreed to by and
between the representatives of the parties.
11. Time Is of the Essence. Time is ofthe essence in this Agreement. Contractor shall
do all things necessary and incidental to the prosecution of Contractor's work.
12. Reserved.
13. Delays and Extensions of Time. Contractor's sole remedy for delays outside its
control, other than those delays caused by City, shall be an extension of tune. No matter what the
cause of the delay,Contractor must document any delay and request an extension of time in writing
at the time of the delay to the saGsfaction of City. Any extensions ganted shall be limited to the
length of the delay outside Contractor's control. If Contractor believes that delays caused by City
will cause it to incur additional costs, it must specify, in writing, why the delay has caused
additional costs to be incurred and the exact amount of such cost at the time the delay occurs. No
additional costs can be paid that exceed the not to exceed amount stated in Section 2.a, above,
absent a written amendment to this Agreement.
14. Products of Contractor. The documents, studies, evaluations, assessments,
reports, plans, citations, materials, manuals, technical data, logs, files, designs and other products
produced or provided by Contractor for this Agreement shall become the property of CiTy upon
receipt. Contractor shall deliver all such products to City prior to payment for same. City may
use,reuse or otherwise utilize such products withaut restriction.
15. Enual Emulovment Ounortunitv. During the performance of this Agreement,
Contractor agrees as follows:
a.Contractor shall not discriminate against any employee or applicant for
employment because of race, color, religion, sex,national origin, mental or physical disabiliry, or
any other basis prohibited by applicable law. Contractor shall ensure that applicants aze employed,
and that employees aze treated during employxnent, without regazd to their race, color, religion,
sex, national origin,mental or physical disability, or any other basis prohibited by applicable law.
Such actions shall include,but not be limited to the following: employment,upgrading, demotion
or transfer,recruitment or recruitment advertising,layoff or termination,rates ofpay or other forms
of compensation and selection for training, including apprenticeship. Contractor agrees to post in
conspicuous places, available to employees and applicants for employment, a notice setting forth
provisions of this non-discrimination clause.
b. Contractor shall, in all solicitations and advertisements for employees
placed by, or on behalf of Contractor, state that all qualified applicants will receive consideration
for employment without regazd to race, color, religion, sex, national origin, mental or physical
disability, or any other basis prohibited by applicable law.
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c.Contractor shall cause the foregoing pazagraphs(a)and(b)to be inserted in
all subcontracts for any work covered by this Agreement, provided that the foregoing provisions
shall not apply to subcontracts for standazd commercial supplies or raw materials.
16. Conflicts of Interest. Contractor agrees that it shall not make, participate in the
making, or in any way attempt to use iu position as a consultant to influence any decision of City
in which Contractor Imows or has reason to lmow that Contractor, its officers, partners, or
employees have a fmancial interest as defined in Section 87103 of the Govemment Code.
17. Indemnitv.
a. To the fullest extent permitted by law, Contractor agrees to indemnify,
defend and hold City, its City Council and each member thereof, and the officers, officials, agents
and employees of City(collectively the "Indemnitees") entirely harmless from all liability arising
out of:
1) Any and all claims under workers' compensation acts and other
employee benefit acts with respect to Contractor's employees or Contractor's subcontractor's
employees arising out of Contractor's work under this Agreement, including any and all claims
under any law pertaining to Contractor or its employees' status as an independent con actor and
any and all claims under Labor Code section 1720 related to the payment of prevailing wages for
public works projects; and
2) Any claim, loss, injury to or death of persons or damage to properry
caused by any act, neglect, default, or omission other than a professional act or omission of
Contractor, or person, firm or corpora6on employed by Contractor, either d'uectly or by
independent contract, including all damages due to loss or theft sustained by any person, firm or
corporation including the Indemnitees, or any of them, arising out of, or in any way connected
with the work or services which aze the subject of this Agreement, including injury or damage
either on or off City's property; but not for any loss, injury, death or damage caused by the active
negligence or willful misconduct of City. Contractor, at its own expense, cost and risk, shall
indemnify any and all claims, actions, suits or other proceedings that may be brought or instituted
against the Indemnitees on any such claim or liability covered by this subparagraph, and shall pay
or satisfy any judgment that may be rendered against the Indemnitees, or any of them, in any
action, suit or other proceedings as a result of coverage under this subpazagraph.
b. To the fullest extent permitted by law, Conuactor agrees to indemnify and
hold Indemnitees entirely harmless from all liability arising out of any claim, loss, injury to or
death of persons or damage to property caused by its negligent professional act or omission in the
performance of professional services pursuant to this Agreement.
c.Except for the Indemnitees, the indemnifications provided in this
Agreement shall not be construed to extend any third party indemnification rights of any kind to
any person or entity which is not a signatory to this Agreement.
d. The indemnities set forth in this section shall survive any closing,
rescission,or termination of this Agreement, and shall continue to be binding and in full force and
effect in perpetuiTy with respect to Contractor and its successors.
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18. Insurance.
a.Contractor shall carry workers' compensation insurance as required by law
far the protection of its employees during the progress of the work. Contractor understands that it
is an independent contractor and not entitled to any workers' compensation beneFits under any
City program.
b. Contractor shall maintain during the life of this Agreement the following
minimum amount of comprehensive general liability insurance or commercial general liabiliTy
insurance: the greater of (1) One Million Dollars ($1,000,000) per occurrence; or (2) all the
insurance coverage and/or limits carried by or available to Contractor. Said insurance shall cover
bodily injury, death and property damage and be written on an occurrence basis.
c.Contractor shall maintain during the life of this Agreement, the following
minimum amount of automotive liability insurance: the greater of(1) a combined single limit of
One Million Dollars ($1,000,000); or (2) all the insurance coverage and/or limits canied by or
available to Contractor. Said insurance shall cover bodily injury, death and property damage for
all owned, non-owned and hired vehicles and be written on an occurrence basis.
d. Any insurance proceeds in excess of or broader than the minimum required
coverage and/or minimum required limits which aze applicable to a given loss shall be available
to City. No representation is made that the minimum insurance requirements of this Agreement
aze sufficient to cover the obligations of Conh actor under this Agreement.
e.Each policy of general liability and automotive liabiliTy shall provide that
City, its officers, officials, agents, and employees aze declazed to be additional insureds under the
terms of the policy, but only with respect to the work performed by Contractor under this
Agreement. A policy endorsement to that effect shall be provided to City along with the certificate
of insurance. In lieu of an endorsement, CiTy will accept a copy of the policy(ies)which evidences
that City is an additional insured as a contracting party. The minimum coverage required by
Subsection 18.b and c, above, shall apply to City as an additional insured.
f.Contractor shall maintain during the life of this Agreement professional
IiabiliTy insurance covering errors and omissions arising out of the perFormance of this Agreement
with a minimum limit of One Million Dollazs ($1,000,000) per claim. Contractor agrees to keep
such policy in force and effect for at least five (5) years from the date of completion of this
Agreement.
g. The insurance policies maintained by Confractor shall be primary insurance
and no insurance held or owned by CiTy shall be called upon to cover any loss under the policy.
Contractor will deternune its own needs in procurement of insurance to cover liabilities other than
as stated above.
h. Before Contractor performs any work or prepares or delivers any materials,
Contractor shall furnish certificates of insurance and endorsements, as required by City,
evidencing the aforementioned minimum insurance coverages on forms acceptable to CiTy,which
shall provide that the insurance in force will not be canceled or allowed to lapse without at least
ten (10) days' prior written notice to City.
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i.Except for professional liability insurance coverage that may be required by
this Agreement, all insurance maintained by Contractor shall be issued by companies admitted to
conduct the pertinent line of insurance business in Califomia and having a rating of Grade A or
better and Class VII or better by the latest edition of Best Key Rating Guide. In the case of
professional liability insurance coverage, such coverage shall be issued by companies either
licensed or admitted to conduct business in California so long as such insurer possesses the
aforementioned Best rating.
j Contractor sha11 immediately notify City if any required insurance lapses or
is otherwise modified and cease performance of this Agreement unless otherwise directed by City.
In such a case, City may procure insurance or self-insure the risk and chazge Contractor for such
costs and any and all damages resulting therefrom, by way of set-off from any sums owed
Contractor.
k. Contractor agrees that in the event of loss due to any of the perils for which
it has agreed to provide insurance, Contractor shall look solely to its insurance for recovery.
Contractor hereby grants to CiTy,on behalf of any insurer providing insurance to either Contractor
or City with respect to the services of Contractor herein,a waiver of any right to subrogation which
any such insurer may acquire against City by virtue of the payment of any loss under such
insurance.
l.Contractor shall include all subcontractors, if any, as insureds under its
policies or shall fumish sepazate certificates and endorsements for each subcontractor to CiTy for
review and approval. All coverages for subcontractors shall be subject to all of the requirements
stated herein.
19. Termination. City may for any reason termivate this Agreement by giving
Contractor not less than five (5) days' written notice of intent to terminate. Upon receipt of such
notice, Contractor shall immediately cease work, unless the notice from CiTy provides otherwise.
Upon the termination of this Ageement, City shall pay Contractor for services satisfactorily
provided and all allowable reimbursements incurred to the date of termination in compliance with
this Agreement, unless termination by City shall be for cause, in which event City may withhold
any disputed compensation. City shall not be liable for any claim of lost profits.
20. Maintenance and Insnection of Records. In accordance with generally accepted
accounting principles, Contractor and its subcontractors shall maintain reasonably full and
complete books, documents, papers, accounting records, and other information (collectively, the
records")pertaining to the costs of and completion of services performed under this Agreement.
City and its authorized representatives shall have access to and the right to audit and reproduce
any of Contractor's records regarding the services provided under this Agreement. Contractor shall
maintain all such records for a period of at least three (3) yeazs after termination or completion of
ttus Agreement. Contractor agrees to make available all such records for inspection or audit at its
offices during normal business hours and upon three(3)days' notice from City,and copies thereof
shall be furnished if requested.
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21. Compliance with all Laws/Immieration Laws.
a.Contractor shall be knowledgeable of and wmply with all local, state and
federal laws which may apply to the performance of this Agreement.
b. If the work provided for in this Agreement constitutes a"public works," as
that term is defined in Section 1720 ofthe California Labor Code,for which prevailing wages must
be paid, to the extent Contractor's employees will perform any work that falls within any of the
classifications for which the Deparhnent of Labor Relations of the State of California promulgates
prevailing wage determinations, Contractor hereby agrees that it, and any subcontractor under it,
shall pay not less than the specified prevailing rates of wages to all such workers. The general
prevailing wage determinations for crafts can be located on the website of the Deparhnent of
Industrial Relations (www.dir.ca.sov/DLSR). Additionally,to perform work under this Contract,
Contractor must meet all State registration requirements and criteria,including project compliance
monitoring.
c.Contractor represents and warrants that Contractor:
1) Has complied and shall at all times during the term of this
Agreement comply, in all respects, with all immigration laws, regulations, statutes, rules, codes,
and orders, including, without limitation, the Immigration Reform and Control Act of 1986
IRCA); and
2) Has not and will not knowingly employ any individual to perform
services under this Agreement who is ineligible to work in the United States or under the terms of
this Agreement; and
3) Has properly maintained, and shall at all times during the term of
this Agreement properly maintain, all related employment documentation records including,
without limitation, the completion and maintenance of the Form I-9 for each of Contractor's
employees; and
4) Has responded, and shall at all times during the term of this
Agreement respond, in a timely fashion to any government inspection requests relating to
immigration law compliance and/or Form I-9 compliance and/or worksite enforcement by the
Deparhnent of Homeland Security, the Department of Labor, or the Social Security
Administration.
d. Contractor shall require all subcontractors or subconsultants to make the
same representations and warranties as set forth in Subsection 21.b.
e.Contractor shall, upon request of CiTy, provide a list of all employees
working under this Agreement and shall provide,to the reasonable satisfaction of City,verification
that all such employees aze eligible to work in the United States. All costs associated with such
verification shall be borne by Contractor. Once such request has been made, Contractor may not
change employees working under this Agreement without written notice to City, accompanied by
the verification required herein for such employees.
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f.Contractor shall require all subcontractors or sub-consultants to make the
same verification as set for[h in Subsection 21.d.
g. If Contractor or subcontractor knowingly employs an employee providing
work under this Agreement who is not authorized to work in the United States, and/or fails to
follow federal laws to determine the status of such employee,that shall constitute a material breach
of this Agreement and may be cause for immediate temunation of this Agreement by City.
h. Contractor agrees to indemnify and hold City, its officers, officials, agents
and employees harmless for, of and from any loss, including but not limited to fines,penalties and
corrective measures City may sustain by reason of Contractor's failure to comply with said laws,
rules and regulations in connection with the perFormance of this Agreement.
22. Governine Law and Venue. This Agreement shall be construed in accordance
with and govemed by the laws of the State of Califomia and Contractor agrees to submit to the
jurisdicYion of California courts. Venue for any dispute arising under this Ageement shall be in
Orange County, Califomia.
23. Intearation. This Agreement constitutes the entire agreement of the parties. No
other agreement,oral or written,pertaining to the work to be performed under Uus Agreement shall
be of any force or effect unless it is in writing and signed by both parties. Any work performed
which is inconsistent with or in violation of the provisions of this Agreement shall not be
compensated.
24. Notice. Except as othenvise provided herein, all notices required under this
Agreement shall be in writing and delivered personally, by e-mail, or by first class U.S. mail,
postage prepaid, to each party at the address listed below. Either party may change the notice
address by notifying the other party in writing. Notices shall be deemed received upon receipt of
same or within three (3) days of deposit in the U.S. Mail, whichever is eazlier. Notices sent by e-
mail shall be deemed received on the date of the e-mail transmission.
CONTRACTOR" CITY"
Sagecrest Plamiing and Environmental City of Orange
2400 E. Katella Avenue, Suite S00 300 E. Chapman Avenue
Maheim, CA 92806 Orange, CA 92866-1591
At[n.: Amy Vazquez Attn.: Anna Pehoushek
Telephone: (714) 783-1863 x705 Telephone: (714) 744-7200
E-Mail: avazquez@sagecrestplanning.com E-Mail: apehoushek@ciTyoforange.org
25. Counteroarts. Tlus Agreement may be executed in one or more counterparts,each
of which shall be deemed an original, but all of which together shall constitute one and the same
instrument. Signatures h ansmitted via facsimile and electronic mail shall have the same effect as
original signatures.
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IN WITNESS of this Agreement, the parties have entered into this Agreeinent as of the
yeaz and day fust above written.
LCONTRACTOR" CITY"
SAGECREST PLANNING AND CITY OF ORANGE, a municipal corporation
ENVIRONMENTAL, a Califomia corporation
By: By: .'
Printed Name: 7I1 Rick tto, City Manager
Title: Si
sgy.
P ' edN
Title: i w Y'ti "
APPROVED AS TO FORM:
Mary E. Binn g
Senior Assistant City Attorne
NOTE:City requires the following signature(s) on behalf of the Contractor:
1) the Chairman of the Board,the President or a Vice-President,AND (2) the
Secretary, the Chief Financial Officer, the Treasurer, an Assistant Secretary
or an Assistant Treasurer. If only one corporate officer exists or one corporate
officer holds more than one corporate office, please so indicate. OR
The corporate officer named in a corporate resoluHan as authorized to enter
into this Agreement. A copy of the corporate resolution, certified by the
Secretary close in time to the execution of the Agreement,must be provided to
City.
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EXHIBIT "A"
SCOPE OF SERVICES
Beneath this sheet.]
SAGECREST
plann ing+environ m enta I
January 20,2020
City of Orange
Attn:Anna Pehoushek,AICP,Assistant Community Development Director
300 E. Chapman Avenue
Orenge,CA 92866
SUBIECT:Ciry of Orenge Contrect Staffing Services(Minutes Clerk)
Dear Ms. Pehoushek:
Thank you for the opportunity to submit a proposal in response to the City of Orenge's(Cit/s) request
for planning and administrative consulting services.The team at Sagecrest Planning+Environmental
Sagecrest) provides planning and environmental review services to local jurisdictions throughout
California.Our planners have expertise in discretionary case processing, preparation and review of
zoning codes,specific plans,generel plans,and other planning documents,code compliance, project
management,and environmental analysis,documentation, and review.Our planners have all worked in
various positions for local jurisdictions.
Sagecrest delivers the highest level of service with proactive solutions,ongoing communication and
dependable coordination.We adapt our services to the CitWs needs and complement its in-house
resources as an extension of City staff. Our planners are trained on the latest planning, zoning and
environmental legislation and case law and are adept at using public counter permit trecking and GIS
systems.
Sagecrest is a local Southern California-based firm with corporate offices in Anaheim. Our clienu are
located in Orange,San Diego, Riverside,San Bernardino and Los Angeles Counties,which allows us to be
accessible to our clients at a momenYs notice.We are accustomed to being proactive and anticipating
the needs of our clients and recommending practical solutions to complex planning issues. In addition,
due to our efficient structure,we are competitive on price while adhering to stringent budgets and
schedules.
Sagecrest looks forward to your favorable review of our firm's proposal. For additional information or to
further discuss our qualifications, please contact me directly at the phone numbers or email below.
Sincerely,
v
Amy Vazquez, President
O ce:(714f 783-1863x705
Mo6ile:(714J 914-5605
E-mail:avazquez a sagecrestplanning.com
2400 E. Katella Ave. • Suite 800 • Anaheim, CA 92806
City of Orenge
SAGECREST
lanuary 2oz0
raMmv.a wN.xai
Proiect Aooroach
Sagecrest's approach to providing planning and adminisiretive services, including representative tasks
as appropriate for the class title assigned, is descri6ed below:
1. Provide minutes tlerk services We provide experienced administretive services contract staff.
to the Planning Services Services include taking stenographic minutes of public hearings
Division,as directed. and/or transcribing minutes for official business meetings,
ensuring that legal notices and hearing publications are prepared
and posted in accordance with state law and city ordinances,and
providing support services to city clerical staff.
2. Review,analyze and process Sagecrest provides entitlement processing services for
discretionary cases consistent development applications and management of City-initiated
with City codes, policies and projects that may require generel plan amendments,specific
standards. Utilize City plans, reclassifications, Conditional Use Permits,subdivision maps,
electronic and paper files to variances,design review,annexations, and other discretionary and
research previous and/or administrative aMions.Sagecrest planners are skilled project
related cases.managers who provide excellent customer service to the applicant
and the City. We guide the applicant through the entitlement
process,timelines,technical studies, interdepartmental
comments, revisions to the application,and the review and
approval process.Team members utilize the City's historical files,
Geographic Information Systems, permit tracking software,and
zoning code to respond to inquiries at the public counter and to
research entitlements.
3 Prepare environmental Sagecrest planners are well versed in current environmental law
analysis, including, but not and preparing CEQq documents for discretionary projects or City-
limited to, Initial Studies and initiated plans and programs. The Sagecrest team includes
Negative Declaretions, as planners who can prepare streamlining checklists, Initial Studies,
required by the California Mitigated) Negative Declarations, EIRs, Mitigation Monitoring and
Environmental Quality Act Reporting Programs, and all required CEQA notices.Sagecrest
CEQp).planners have also managed CEQA consultant teams.We have
reviewed and commented on numerous CEQA documents from
outside agencies to ensure the City's comments and concerns
are represented. Christine Saunders, Principal, previously served
as the CEQq planner for the City of Anaheim and provides CEQA
technical support to the entire Sagecrest team.
City of Orange
SAGECREST
January 2020
w.m,m.,bi
4. Route plans to City Sagecrest planners are experienced project managers.
departments;consolidate Entitlement case processing generelly entails routing plans to
comments;and present various City departments;consolidating comments; resolving
recommendations and internal inconsistencies; and presenting recommendations and
revisions to the applicant.revisions to the applicant.Once the application is complete, our
Work with other departments planners will write clear, concise, and accurate staff reports and
to ensure consistency of manage the project through public outreach, reviews and
comments. Prepare staff approvals by staff, Planning Commission, any other required
reports and presentations to approval body, and the City Council.
citizen committees and
decision-making bodies.
5. Maintain communication with Sagecrest takes pride in our communication and customer service
applicants, interested parties, with applicants, interested parties, property owners, homeowner
property owners,homeowner associations,various governmental agencies,and other City
associations,etc. Respond to departments.Our planners quickly learn the frequently asked
inquiries about projects from questions(i.e. business license,special events, building inspection
residents and applicants. requests,etc.) and provide "one-stop shopping' at the public
counter.
6. Prepare notices for public Sagecrest understands the importance of preparing timely, clear,
meetings and hearings in concise and accurate public notices.We are experienced in
accordance with City and preparing publications for the newspaper, posting on and/or near
CEQA requirements.the project site and mailing notices to interested parties who may
be affected by a proposed action.
7. Attend community meetings Sagecrest planners have solid presentation skills and have
and public hearings,as presented entitlement applications and reports to city councils,
required,and present reports commissions, and community groups. We are often
to various Boards, commended for the ability our staff has to take complex issues
Commissions,and the City and present them in a way that is clear and concise.We are
Council. passionate about working with stakeholders to communicate the
direction of the City early in the process so they understand
what the goals are and how to be a part of the ultimate
salution.
7. Manage the project schedule We proactively manage our caseload to ensure that all projects
in accordance with the City's stay on schedule and in accordance with the Citys adopted
adopted timelines. timelines.We coordinate with various City departments for
comments and build relationships with department
representatives to ensure good communication and coordination
is maintained throughout the life of each project.We understand
the importance to applicants of maintaining established timelines.
J,] City of Orange
J't January 2020
SAGECREST
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8. Open, maintain and close Proper records management and organization is crucial. Our
electronic and paper files in planners have all worked for public agencies and understand the
accordance with City importance of working diligently to maintain the public record,
procedures. proper publications,filing, indexing, and safekeeping of all
proceedings of the Planning Commission and City Council. We
work with the City Clerk to ensure the public record is kept
permanently and is set up for efficient retrieval.
9. Review grading and building Plan checking is completed in accordance with conditions of
plans for consistency with approval associated with each discretionary approval and
discretionary approvals and applicable codes,ordinances and standards adopted by the City.
environmental mitigation,if
applicable.
10. Provide staff at the public Our team members are skilled at reviewing a City's historical
information counter. files, zoning map,zoning code and other data and files to
respond to inquiries at the public counter. Our planners are well
versed in determining when a project is ready for plan submittal.
we quickly learn the frequently asked questions (i.e. business
license,special events, building inspection request,etc.) that
are typical to customers visiting City Hall to provide as
much assistance as possible and help provide "one-stop
shopping" for questions and needs.We take pride in our
exceptional customer service skills.
Companv Information
Sagecrest is an award winning,full service,professional planning firm providing con[rect planning, land
use, and environmental consulting to public agencies throughout California_The American Planning
Association (APA) recently awarded Sagecrest the 2018 Emerging Planning& Design Firm by the Orange
Section and the 2019 Grassroots Initiative Award by the California State Chapter and the Orenge
Sec[ion.
With considereble experience in Southern California,the Sagecrest team has strong working
relationships with key staff, applicants and public officials. Our mission is to provide outstanding service
at competitive retes to the clients and communities we serve while adding value and making a positive
impression with each assignment. Because of our extensive experience and focus on providing planning
staff to public agencies,Sagecrest is uniquely qualified to deliver high-quality on-call services.
We have assembled an exceptional team of experienced planners and administrative services staff.Our
staff has professional planning experience in the public sector,giving them a unique and thorough
understanding of the processes and the challenges faced by planning departments.We employ highly
qualified and experienced professionals whose skills,qualifications and previous responsibiiities are a
strong match to the needs of the City of Orange.We ensure this high level of quality by employing the
following practices:
Gity of Orange
SAGECREST
lanuary 2020
plunniiq anlmrvnwld
City contract managers interview proposed staff before they are assigned.
Our staff has experience working for public agencies prior to working with us,allowing them to
integrate seamlessly into department operations.
We know that our reputation is our most valuable asset. With that in mind,we do not
overcommit our staff and only accept workthat our staff has the qualifications to perform.
Our staff maintains ongoing professional development and we provide extensive treining in
project management, land use law,California Environmental Quality Act(CEQA),writing a d
public presentation skills.
We are based in Anaheim,maintain regular office hours,and are accessible as needed.
We reliably meet departmental standards,including:deadlines, quality of work products,
courtesy and accessibility,accurecy of reports and information given to the public,and
responsiveness.
We ensure we have a clear understanding of expectations and maintain consistent
communication with our clients.
We are committed to providing services that are cost effective while maintaining high standards
of quality and productivity.
The Sagecrest management team has over 50 years of combined experience in a broad renge of land use
planning and development activities.Specifically,the Sagecrest team has extensive experience as
municipal agency staff,which gives us insight into the interdisciplinary coordination required to deliver
the environmental review for the Proposed Project that other private consulting firms may not have.
Sagecrest is uniquely positioned to integrate the project management of the environmental review
process with the Applicant,their architect,civil engineer,technical consultants, and City staff.One of
our unique strengths is the ability to understand the project delivery process from inception to
completion.
The Sagecrest environmental team is led by Christine Saunders, Principal. Christine is available for
overell project management,organization of technical experts,and document writing.Sagecrest has a
strong working relationship with professionals from a wide range of technical disciplines that comprise
the subconsultant team.Sagecrest is available to prepare CEQq analysis and documents,including initial
studies, exemptions, negative declaretions,mitigated negative declarations, environmental impact
reports, associated technical studies, i.e.air quality,biology, noise and traffic, mitigation and
implementation measures,and all related notices and filings.
The Sagecrest contact forthis contrect is:
Amy Vazquez, President
2400 East Katella,Suite 800
Anaheim, CA 92806
a va zq u e z@ s a ge c re st p I a n n i n g.co m
Office: (714)783-1863 ext.705
Mobile: (714)914-5605
j,1 CityofOrenge
lanuary 2020
SAGECRESm
Companv Personnel
The Sagecrest team is comprised of a diverse group of planners and other professionals with expertise in
urban planning and design,environmental planning, public policy,and project management. Our team is
recognized for the collaborative and insightful approach that results in high quality work and proven
results.
EXECUTIVE TEAM
Amy Vazquez
President
Amy has been a professional planner since 1999 and is the
Co-Founder and President of Sagecrest
Planning+Environmental-an award winning,full service,
t professional planning firm providing planning, land use and
environmental consulting services to public agencies
throughout California. She is a practiced planner who has
t experience successfully managing large and controversial
planning projects for the Cities of Anaheim and San
1 n
j Clemente. Amy is also the Section Direc[or Elect for the
Orange Section of the American Planning Association and
M has 6een an active board member for nearly a decade.
fF F GregMcCafferry
e,,6' S i Vice President
Greg has over 30 years of experience in both local
y.,;
li ; government and the private sedor in all aspects of project
o N 'i development, planning, and environmental review. He is
A _ _ i responsible for leading the Sagecrest management team,
stretegic growth,client relations,quality assurance and
a ' ' administretion.Greg has strong presentation skills and has
2: ,, represented both public and private sector clients at public
hearings and community meetings. His exposure to a
diverse range of project types allows him to develop
i specialized approaches tailored to each clienYs needs.
Greg was a planner for the City of Anaheim for 18 years and
f served as the Principal Planner priorto Director of Planning
roles for the Sheldon Group and Chambers Group. He
founded Environmental Advisors in 2012.
77' ., City of Orenge
y`
i
SAGECREST
lanuary 2020
n omer..w.mi
q A Amy Stonich,AICP
Director of Planning Services
a Amy is a certified planner with over 20 years of professional
experience in the public and private sedor working for a
s , variety of cities including small and large jurisdictions andn
coastal and urban communities in California.She is
t y ,. experienced with current and advance planning and has
W processed challenging entitlements and drafted multiplexS
y S
a , .
code amendments, induding housing element updates,
p short-term lodging and Accessory Dwelling Units (ADU).
Amy is an active member of the American Planning
r `",x''- Association predicing as a certified planner(AICP).She
x ,. . •currently holds the position of Vice Director of Programs
and is the former Director of Orenge Section American
Planning Association (APA)and served as the 2014 APA
California Conference Chair for Progrems.
Christine Saunders
4 Director of Environmental Services
Christioe has worked as an urban and environmental
planner since 2000. Christine will be responsible for overall
x environmental project management,organization of
technical experts, and document writing.She foased most
r I .
of her career in the public sector managing the land use
r ' development permit process, induding compliance with
sr`CEQA and other applicable plans, policies, programs,
regulations and laws.She has extensive experience
r preparing and reviewing CEQA documents for development
and capital improvement projects. Christine's strength is in
providing clear,concise,internally mnsistent, accurate,and
w "' legally defensible CEQA documents that translate technical
jargon into a document that speaks to the non-professional
s in one voice.She is skilled at analyzing plans, progrems, and
w t policies and providing recommendations to policy makers.
Christine is the Professional Development Officer for the
Inland Empire Section of the American Planning Association
and is the 2020 California Conference Co-Chair for
Programs.
1 City of Orange
January 2020
SAGECREST
oe;.,.m d
s Lindsay Ortega,AICP
Senior Project Manager
Lindsay is an experienced planner who is part of the
Sagecrest management team and has worked in cities
including Anaheim, Huntington Beach,San Juan Capistreno
and Brea.Lindsay has worked in the areas of planning,y;
development, marketing, and community outreach since
2006. Lindsay is well versed in managing and processing a
variety of project entitlement applications for compliance
with local,state and federal regulations.Such projects
include specific plan preparetion,comprehensive sign
progrems,CUPs, infill residential projects, and industrial
and commercial developments.She is the lead planner for
the company's entitlement processing for private entity
projects. She has also been a board member in both
Y_ i elected and appointed positions for the APA Orenge
Section over the past eight years
City of Orange
SAGECREST January 2020
o.. w,.,,.ma
Experience and References
The team at Sagecrest includes a collaboration of managing principals and staff who have eMensive
experience in performing work of a similar nature to that solicited in this request for services.
Asstgnment/ Location/
P,ojett Qescri tion
Im
Clfent
Cfient Contact
Niki Wetzel
Administrative Support August 2017—City of Lake Assistant Director of Community
Services November2017 Forest
Development
nwetzel(lakeforestca.eov
949)461-3479
David Brentley
Minutes Clerk Services
August 2017- City of Yorba Community Development Director
Present Linda DBrantley@yorba-linda.org
714j961-7130
Matt Foulkes
Contract Zoning September 2017- City of Fullerton Community Development DirectorAdministratorServicespresenttwhite(ci.fullerton.ca.us
714)738-6878
Cityof
1anelames
Contrec[ Planning November 2017- Planning Manager
Services resent
Huntington
P Beach liames@surfcitv-hb.ore
714)536-5271
Wayne Morrell
Contrect Planning City of Santa Fe Director of Planning
Services
1u1y2017-present Springs wavnemorrell@santafesprinRs.or¢
562) 868-0511
Jaime Murillo
Contract Planning August 2017-July City of Newport Senior Planner
Services 2018 Beach imurillo(alnewoortbeachca.¢ov
949)6443209
Jim Pechous
Contrect Planning December 2017- City of Laguna Assistant Director of Community
Services present Beach Jpechous(lala¢unabeachcitv.net
949j497-0320
Barry Curtis
Contrect Planning September 2017- City of Costa
Director of Economic and
Development Services
Services present Mesa
barrv.curtis(a costamesaca.¢ov
714)754-5278
I::;J a City of Orange
SAGE T January 2020
n unnmv am.mimmml
Pricine
Classification/Title and Hourly Rates
Sagecrest will perform consulting services based on the following breakdown of classification of
hourly retes for key personnel:
Position Hourly rate I
Planning Director 160.00
I
i
City Planner 150.00
Zoning Administretor I $140.00
Printipal Planner 130.00
Senior Planner I $110.00
i
Associate Planner 95.00
I
Assistant Planner 75.00
PlanningTechnician 60.00
MinutesClerk/PlanningAdministretion 45.00