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MSA ConsultingMSA Consulting, Inc. 34200 Bob Hope Drive Rancho Mirage, CA 92270 (760)320 - 9811 pdepalatis@msaconsultinginc.com July 5, 2019 Cheri Flores Planning Manager City of La Quinta 78-495 Calle Tampico La Quinta, CA 92253 RFP Request for Proposal for On-Call Planning Services Work and Cost Proposal Table of Contents Section A Qualifications, Related Experience and References A.1 Firm Profile 1 A.2 Firm Values 2 A.3 Capabilities 4 A.4 Representative Projects 6 A.5 References 8 Section B Proposed Staffing and Project Organization B.1 Proposed Staffing Summary 9 B.2 Key Personnel 10 B.3 Administrator 13 B.4 Organizational Chart 13 Section C Work Plan and Technical Approach C.1 Understanding of Work Assignments 14 C.2 Methodology 15 C.3 Project Management Tools Required from City 17 Section D Hourly Rates D.1 Payment Method 18 D.2 Hourly Labor Rates and Reimbursables 18 Appendices Letter of Recommendation – Municipal Staff Support Resumes for Key Personnel Insurance Acknowledgement Signed Non-Collusion Affidavit Form Addendum Number 1 MSA Consulting, Inc. City of La Quinta July 5, 2019 On-Call Planning Services On-Call Planning Services P a g e | 1 Section A: Qualifications, Related Experience and References A.1 Firm Profile MSA Consulting, Inc. (MSA) is a multi-disciplinary Planning, Environmental, Civil Engineering and Land Surveying firm providing professional services to public agencies, tribal interests, non-profits, schools and private develsopment since 1976. Known prior to 2004 as Mainiero, Smith and Associates, MSA is located in Rancho Mirage, California and is the Coachella Valley’s largest locally owned, full-service planning, environmental, engineering and surveying company. MSA became an employee-owned company with an ESOP Trust in 2016. In January 2019, MSA welcomed RGA Landscape Architects, Inc., the Coachella Valley’s leading Landscape Architecture firm, into the firm. MSA’s local presence in the Coachella Valley has allowed our staff to develop an extensive understanding of regional and local issues. This includes over 40 years of historic knowledge of the City and the Valley across a range or disciplines unmatched by competing firms. Since many of MSA’s employees are La Quinta residents, our team has a vested interest in maintaining and enhancing the existing environment and systems of the City and the Coachella Valley and we are available, ready and willing to respond immediately to any City need. MSA’s Planning/Environmental department has ten staff members dedicated to providing physical/ policy planning and CEQA/regulatory services for both public and private sector clients. In addition, our planners have immediate access to in-house engineers, surveyors, and landscape architects to consult on the technical aspects of land development. Included in the current staff of 62 are nine registered civil engineers and land surveyors, two registered landscape architects as well as AICP, LEED and QSD Accredited Professional certifications. MSA has an integrated GIS monitoring and data management program and highly qualified support staff that stay in step with the constant regulatory and technical changes that impact the broad foundation of planning and environmental analysis. Equipped with a state-of-the-art network of computer technology, computer applications, high resolution color plotting, and surveying systems, MSA today continues to serve a broad range of repeat clientele from small developers to the Federal government. Over the past 40 years, the firm has successfully completed over 2,500 projects and studies, involving the environmental analysis, planning, design, surveying or construction administration of public works, residential, institutional, resort, or commercial developments. MSA is actively involved in assisting local community groups through participation in organizations such as Urban Land Institute (ULI), Desert Valleys Builders Association (DVBA), American Planning Association (APA), Association of Environmental Professionals (AEP), U.S. Green Building Council (USGBC), American Public Works Association (APWA), and Desert Roundtable. ● Firm’s Complete Name: MSA Consulting, Inc. ● Date of Incorporation: December 21, 1976 ● Type of Firm: California Corporation ● Address of Corporate and only office: 34200 Bob Hope Drive, Rancho Mirage ● Number of Employees: 62 ● Hours of Operation: 8:00 A.M. to 5:00 P.M.; M-F MSA Consulting, Inc. City of La Quinta July 5, 2019 On-Call Planning Services On-Call Planning Services P a g e | 2 MSA discloses no conditions (bankruptcy, pending litigation, planned office closures, mergers, etc.) or organizational conflicts of interest would affect MSA’s ability to perform the required duties. MSA is not debarred, suspended or otherwise declared ineligible to contract with any other federal, state or local public agency. A.2 Firm Values Client Service MSA is committed to the highest level of Client service through understanding, anticipating and addressing our Client’s needs before a problem can arise. We consider your success to be the measure of our success. Timeliness We understand the importance of keeping projects on track. MSA has a proven record of responding to demanding project schedules and only accepts projects when we are confident of meeting timing commitments. As a full-service firm, MSA has the management and staffing capabilities to meet ambitious project schedules and accelerate work levels, if needed, to hit critical milestones. Cost Effectiveness MSA strives to apply resources efficiently, resulting in budgets proportionate to the total effort and time required for a given project. We base this on a complete understanding of Client needs, a clearly defined scope of work, and the application of all available cost saving measures. Our managers are able to monitor each project budget at a detailed task level using accounting tracking software. Project reports can be generated at any time to measure project performance against each individual project budget. Responsiveness MSA places a priority on accessibility and responsiveness. As a professional ethic, we strive to return calls and e-mails the same day. Our central location in Rancho Mirage allows for quick, face-to-face meetings with Clients situated throughout the Coachella Valley and convenient access to all parts of Riverside County. Quality Quality is a part of everything we do, from the attention to detail evident in MSA’s state -of-the- art headquarters to the knowledgeable staff we hand select to be part of the MSA family…and ultimately in every deliverable we provide to our Clients. We have found that a commitment to quality equates to few problems, faster approvals and increased profitability for our Clients. Integrity Integrity is an old fashioned term that relates to steadfastness and solidity in one’s ethical and professional commitments. As a company and as individuals, we seek to maintain a high standard of integrity in the way we approach our work and how we treat our Clients. MSA Consulting, Inc. City of La Quinta July 5, 2019 On-Call Planning Services On-Call Planning Services P a g e | 3 Local Knowledge MSA has been part of the Valley’s growth since 1976. Consequently, we know the people, events, and the fabric of change that forms the backdrop to our planning and environmental projects. Our project managers have an average tenure of 14 years with MSA which adds greatly to the stability and continuity of the firm and our working knowledge of local issues. Solutions Orientation Projects inevitably face challenges. For every challenge, MSA seeks to bring forward the best possible solution or range of solutions for our Clients to consider. We see our job as more than just providing a product, but rather as working alon gside our Client to bring each project to a successful conclusion, regardless of the obstacles it may encounter. Professional Networks Successful projects require extensive collaboration and support, not just with the Client, but also with other team members and regulatory agencies. MSA has developed positive working relationships with private developers, resource agencies, utilities and local government stakeholders throughout the Coachella Valley to facilitate a collaborative approach to solving planning and environmental issues. Innovation At MSA, we seek to continually improve the cost effectiveness, efficiency and quality of our products by staying at the forefront of technological innovation. MSA updates its hardware and software systems regularly to maintain the highest quality engineering, planning, environmental and GIS plans and documents. Sustainability MSA is committed to integrating sustainable and “green” practices wherever possible. We support LEED, are members of the U.S. Green Building Council and promote innovative sustainable solutions both in our office and in our professional work. We recycle over 80% of our office refuse stream. Passive solar techniques, shaded parking and water efficient landscape are incorporated into our building and grounds and we have worked with clients, agencies and through our professional groups to incorporate sustainability into the built environment. MSA uses recycled paper and products and is always looking for ways to reduce our carbon footprint. MSA is green and we invite others to join us. MSA Consulting, Inc. City of La Quinta July 5, 2019 On-Call Planning Services On-Call Planning Services P a g e | 4 A.3 Capabilities Municipal Planning Support MSA’s planning staff includes lead municipal services contractors and allows us to offer a practical, experience-based approach to Municipal Planning assignments. Combined with our physical planning and environmental skills, MSA is able to provide insightful technical review of current planning projects, constructive mediation with project applicants, and sensitivity to the political realities that affect public planning operations. Also, because we understand the private sector “from the inside”, we are able to recognize and identify “win-win” solutions that project a business friendly reputation while also actively looking out for and protecting the public interest. Services Offered: ▪ Project Reviews ▪ Staff Reports ▪ Hearing Presentations ▪ Applicant Interface ▪ Conditions of Approval ▪ General Plans ▪ Specific Plans ▪ Codes & Ordinances ▪ Technical Reports ▪ 3rd Party Reviews ▪ GIS Mapping & Management Project Spotlight: Indian Wells Tennis Garden Expansion Paul DePalatis, MSA’s Director of Planning, provided municipal support services to process plans, prepare staff reports, perform CEQA analysis and make staff presentations for the Indian Wells Tennis Gardens, a high-profile project known internationally for its spring tournament that attracts world class tennis talent to the desert. The project included a new tennis stadium, grand entry and expanded parking facilities. The project was processed through the City’s Architectural Review Committee, Planning Commission and City Council in only four months to facilitate an aggressive construction schedule. All parties involved were highly complementary of the quality and effectiveness of the consulting effort. MSA Consulting, Inc. City of La Quinta July 5, 2019 On-Call Planning Services On-Call Planning Services P a g e | 5 Environmental Support California Environmental Quality Act (CEQA), the National Environmental Protection Act (NEPA) and the Tribal Environmental Policy Act (TEPA). These documents are of critical importance to developers and jurisdictions alike, since environmental litigation is one of the most common avenues to delay or stop a project. MSA’s combined knowledge of the development and environmental processes as well as significant field experience results in practical solutions that keep projects on track while also reducing or eliminating their negative impacts. The team works seamlessly with the lead agency to ensure that documents are timely, thorough, factual and legally defensible. All necessary CEQA/NEPA/TEPA protocols are followed. Services offered include: ▪ Initial Studies/Environmental Assessments (IS/EA) ▪ National Environmental Policy Act (NEPA) ▪ Categorical Exclusion (CE) ▪ Negative Declarations/Findings of No Significant Impact (ND/FONSI) ▪ Mitigated Negative Declarations (MND) ▪ Environmental Impact Reports/Environmental Impact Statements (EIR/EIS) ▪ Tribal Environmental Impact Statements (TEIS) ▪ Statements of Overriding Considerations (SOC) ▪ Mitigation Monitoring and Reporting Programs (MMRP) Project Spotlight: North City Extended Specific Plan EIR (Cathedral City) In 2014, MSA prepared the Environmental Impact Report for a 684-acre Annexation and North City Extended Specific Plan, north of the Interstate 10 Freeway and one of the largest projects in Cathedral City history. The EIR covered all required topics in the CEQA checklist, involved the management and coordination of multiple technical consultants and was certified by the City. MSA Consulting, Inc. City of La Quinta July 5, 2019 On-Call Planning Services On-Call Planning Services P a g e | 6 A.4 Representative Projects The following representative projects performed exclusively by our team serve as a sample of the expertise and success we can translate to your projects. Each of these projects was delivered to the client on budget and in accordance with the required schedule. On Call Planning & Environmental Services | Desert Hot Springs MSA Consulting, Inc. is responsible for providing City with on -call planning and environmental consulting services performed on behalf of various developers in connection with the development of various projects located within the jurisdictional boundaries of the City of Desert Hot Springs. Services include environmental review, entitlement processing, plan check, inspections, and miscellaneous tasks as directed by the City. City of Indian Wells Municipal Planning Services | City of Indian Wells MSA Consulting, Inc. was responsible for providing City of Indian Wells with professional municipal planning counter services including staff assigned to counter services, preparation of staff reports and other planning tasks as assigned. Indian Wells Tennis Garden Stadium 2 Expansion | City of Indian Wells MSA provided municipal support services to process plans, prepare staff reports, perform CEQA analysis and make staff presentations for the Indian Wells Tennis Garden, a high profile project known internationally for its spring tournament that attracts wor ld class tennis talent to the desert. The project included a new tennis stadium, grand entry and expanded parking facilities. The project was processed through the City’s Architectural Review Committee, Planning Commission and City Council in only four months to facilitate an aggressive construction schedule. Indian Wells Tennis Garden Stadium 3 Renovation | City of Indian Wells MSA provided municipal support services to process plans, prepare staff reports, perform CEQA analysis and make staff presentations for the Indian Wells Tennis Garden, a high profile project known internationally for its spring tournament that attracts world class tennis talent to the desert. The project included a renovation of Stadium 3 from a temporary to permanent bowl style stadium. The project was processed through the City’s Architectural Review Committee, Planning Commission and City Council in less than three months to facilitate an aggressive construction schedule. On Call Environmental Assessment (CEQA) Services | City of Palm Springs MSA Consulting, Inc. is responsible for providing the City of Palm Springs with as -needed, on-call, environmental assessment services performed for a variety of private and public sector development applications to the City. Services include environmental review, initial study preparation, determination of significance of environmental effects resulting in Negative or Mitigated Negative Declaration and subsequent filings and Environmental Impact Reports with comprehensive mitigation monitoring and reporting programs. MSA Consulting, Inc. City of La Quinta July 5, 2019 On-Call Planning Services On-Call Planning Services P a g e | 7 North City Extended Specific Plan | City of Cathedral City In 2013, MSA was retained to prepare a 590-acre mixed use Specific Plan and annexation to the City of Cathedral City, north of the Interstate 10 Freeway and adjacent to the unincorporated community of Thousand Palms. This included an IFD Study (Infrastructure Finance District) to provide a regional drainage solution and explore use of the Study as a funding mechanism to acquire property and construct facilities. MSA pro vided a full range of services, including Environmental Impact Report (EIR) preparation, preliminary engineering, survey, conceptual land planning, Specific Plan preparation, Water Supply Assessment, oversight of the IFD Study and annexation processing through LAFCO. The MSA team represented the project with presentations and outreach for Agency meetings and hearing (including CVWD and LAFCO) as well as community workshops. Key challenges of the project included the need to address complex hydrology issues and an extensive outreach effort to Cathedral City residents, businesses, public agencies, and the Thousand Palms community prior to City approvals. In 2014, the City of Cathedral City North City Extended Specific Plan was presented with the Economic Planning & Development award from the Inland Empire Section (IES) of the American Planning Association (APA). Section 19 Specific Plan EIR Peer Review | City of Rancho Mirage MSA Consulting, Inc. was responsible for providing a peer review of the Screen Check copy of the EIR prepared by the Planning Center for the Section 19 Specific Plan. The comprehensive review of the SCEIR resulted in modifications to the text to insure an accurate document based on unique conditions within the City of Rancho Mirage and the standards and requirements of CEQA and the State CEQA Guidelines. Section 13 Land Annexation | County of Riverside In 2011, MSA was retained by the City of Rancho Mirage to proceed with annexation of approximately 193 acres of land under the jurisdict ion of Riverside County within the City of Rancho Mirage Sphere of Influence, more specifically west and east of Bob Hope Drive, north of Ramon Road and south of Interstate 10, a portion of Section 13. The annexation allows the City to have direct influence over the design and service impacts on this property with an interest in developing this area as a gateway to the City. MSA provided Planning and Environmental services, including agency representation, necessary to process the annexation through the Local Agency Formation Commission (LAFCO). This included LAFCO Coordination and meetings as well as preparation of the Plan of Services identifying the public facilities and service providers responsible to serve the project and detailing the impact, cost and benefit of the service to the annexed property. In addition, a General Plan Map and Text Amendment, a Zoning Map and Text Amendment, and Amendment to official City Boundary Maps were prepared. Further, an Initial Study was completed resulti ng in adoption of a Negative Declaration. MSA Consulting, Inc. City of La Quinta July 5, 2019 On-Call Planning Services On-Call Planning Services P a g e | 8 Municipal Support Services | Desert Hot Springs Under the direction of the City of Desert Hot Springs Planning staff, MSA provided Planning Case Processing support on behalf of the City for multiple Medical Marijuana Cultivation facilities. MSA Consulting, Inc. was responsible for Case Management, Agency Distribution for project review, architectural and landscape review packet assembly, staff report and case presentation, Planning Commission and City Council project review, documentation preparation and case presentation for issuance of Conditional Use Permits. Indian Wells Highway 111 Corridor Master Plan Project | City of Indian Wells MSA Consulting, Inc. was responsible for providing the City of I ndian Wells with RFP technical support services for the City of Indian Wells Highway 111 Corridor Master Plan project. Services included review and organization of all relevant project documentation for City Council, individual interviews with City Council members to establish project vision, determine interest in master planning effort, and identify and compile comprehensive list of groups and individuals to be included in outreach efforts of the process. A.5 References We encourage the City to contact our client references to confirm our team’s performance. ▪ Indian Wells Municipal Services (2015 – 2019) Contact: Warren Morelion, Project Planner (Formerly City of Indian Wells Director of Planning) City of Chino - 13220 Central Ave., Chino, CA 91710 909.334.3253 Contact: Jon Berg, Senior Planner City of Indian Wells - 44-950 Eldorado Drive, Indian Wells, CA 92210 760.766.0229 jberg@indianwells.com ▪ Desert Hot Springs Municipal Services (2015 – 2019) Contact: Martin Magana, Director of Transportation (Formerly DHS City Manager) Coachella Valley Association of Governments 760.346.1127 mmagana@cvag.org Contact: Scott Taschner, Senior Planner City of Desert Hot Springs - 65-950 Pierson Blvd., Desert Hot Springs, CA 92240 760.329.6411 ▪ City of Cathedral City Contact: Leisa Lukes, Cannabis Licensing Manager (Formerly Planning Director) 68770 Avenida Lalo Guerrero, Cathedral City, CA 92234 760.770.0386 llukes@cathedralcity.gov MSA Consulting, Inc. City of La Quinta July 5, 2019 On-Call Planning Services On-Call Planning Services P a g e | 9 ▪ General Contact John Peña, City Council Member City of La Quinta 760.777.7030 jpena@laquintaca.gov Section B: Proposed Staffing B.1 Proposed Staffing Summary The MSA Team would be led by Paul DePalatis, Director of Planning Services, who will serve as Project Manager and the City’s primary contact. His contact information follows: Mr. Paul DePalatis, AICP, Director of Planning Services 34200 Bob Hope Drive, Rancho Mirage, CA 92270 760.320.9811 pdepalatis@msaconsultinginc.com Mr. DePalatis will work closely with the City to ensure that project requirements are satisfied and share in the day-to-day responsibilities in his respective fields of expertise. Chris Brizuela, having provided staff support in multiple Cities, would be an integral part of the Team, will provide immediate response to the day to day needs of the La Quinta Planning Department. The Managerial staff and in-house individuals whose abilities best fit the City’s Municipal Planning needs will assist Chris and Paul as appropriate. Strong, uniquely qualified in-house teams would be assembled, based on each individual project scope, to develop the most-effective approach for the implementation of the requested planning services. Our project team consists of senior-level professionals who will oversee the required services, taking a hands-on approach to maintain in-depth and intimate knowledge of each project, while assigning day-to-day tasks to individually qualified support staff. This approach improves overall project management, reduces the chances of costly mistakes and time delays, and will provide timely, efficient services at an optimal value . . . resulting in successful projects. MSA Consulting, Inc. City of La Quinta July 5, 2019 On-Call Planning Services On-Call Planning Services P a g e | 10 B.2 Key Personnel Key team members are listed in the summaries that follows: Paul DePalatis, Vice President / Director of Planning Services Mr. DePalatis has worked as a professional planner for over 30 years with a focus on the Inland Empire and Coachella Valley areas of Southern California. He joined MSA Consulting, Inc. in April of 2013 after serving as Planning Director for various major California planning, engineering and environmental firms and running his own consulting practice in the Coachella Valley during the mid-2000’s. He earned his Bachelor of Arts in Urban Planning from Stanford University in 1979. Because Mr. DePalatis has served as a consultant to public agencies and private developers, he understands the needs, goals and priorities of each. He has managed scores of private development, CEQA/NEPA and municipal planning projects and clients have consistently rated his customer service and product quality as among the highest they have experienced. Mr. DePalatis is AICP certified, a member of the American Planning Association (APA) and the Association of Environmental Professionals (AEP) and, during his career, has also served as a Planning Commissioner, a board member for the APA California Chapter, Inland Empire Section and a general member of the Building Industry Association. In April, 2018, Mr. DePalatis became a Vice President of the firm. Christopher Brizuela, Planner Mr. Brizuela joined MSA’s Planning Department at the end of 2015 after intern and contract work with the Engineering and Planning Departments of the City of Hemet. His previous experience includes work for the Cities of Temecula and Perris. As Planner for MSA, he works closely with clients and Project Managers to ensure a timely submittal and quality entitlement process, while also managing sub-consultant and agency interactions. His other responsibilities include specific plan writing, CEQA document research, and preparing GIS exhibits for presentations and senior staff. Having worked in the public sector for multiple municipal agencies, he understands the importance of a close working relationship between local government, developers, and the public. Mr. Brizuela’s work in the public sector includes counter assistance, field work, grant writing, staff report and ordinance writing, participation in development review committees, and presenting at commission and council meetings. With his firm understanding of city government, land use policies, and general plan and zoning regulations, Mr. Brizuela produces quality reports, plans, and exhibits that are both communicative and effective. MSA Consulting, Inc. City of La Quinta July 5, 2019 On-Call Planning Services On-Call Planning Services P a g e | 11 Michelle Witherspoon, Director of Environmental Services LEED AP BD+C, CPESC, WSD, REPA Certified Ms. Witherspoon joined the Planning Department of MSA Consulting in June of 2000. With a Master’s Degree in Urban and Regional Planning from CA State Polytechnic University, Pomona and a BS in Zoology from the University of Oklahoma, she enhances MSA’s ability to help Lead Agencies as well as Clients in identification of Environmental challenges and solutions that work. She was instrumental in the formation and management of Environmental Services in 2000 and GIS Services in 2005. She is responsible for all aspects of the firm’s environmental planning, including proposals, staffing and the technical integrity of completed documents. In addition, Ms. Witherspoon brings an understanding of the convergence of natural systems, technical research and planning. She is a LEED Accredited Professional, Registered Environmental Property Assessor, Certified Professional in Erosion and Sediment Control, Qualified SWPPP Developer and holds a certification in Coachella Valley Fugitive Dust Control from South Coast Air Quality Management District and CALTRANS 24 Hour SWPPP Training. As Director of Environmental Services and a project manager for the firm, she oversees the preparation of the firm’s environmental documents/plans including CEQA Initial Studies and Environmental Impact Reports, NEPA Environmental Assessments and Environmental Impact Statements, PM-10 Fugitive Dust Mitigation Plans, Storm Water Pollution Prevention Plans, Water Quality Management Plans, Water Supply Assessments, Designated Waters Permitting and Phase I Environmental Site Assessments. Nicole Vann, Planner Nicole Vann joined the Planning Department at MSA Consulting, Inc. in 2004. As Planner for both traditional planning and environmental services, she coordinates all components of the Department. She also works with the Engineering and Survey Departments to coordinate the generation and submittal of closely associated Environmental and Entitlement products. Nicole is involved with projects from Due Diligence to Final Design, playing a vital role in managing resources and documents as well as Client, subconsultant and agency interactions. She assists in the preparation and processing of the firm’s Environmental and Planning documents/plans including CEQA and NEPA Analyses, PM-10 Fugitive Dust Mitigation Plans, NPDES Construction and Management Permits, Designated Waters Permitting, Phase I Environmental Site Assessments and Specific Plans. MSA Consulting, Inc. City of La Quinta July 5, 2019 On-Call Planning Services On-Call Planning Services P a g e | 12 The following table reflects the key MSA Consulting, Inc. team members who may be involved in any of the City’s requests MSA CONSULTING, INC. Staff Member Title Description of Tasks Municipal Planning Services – MSA Consulting, Inc. Paul DePalatis, AICP Director of Planning Services Project Manager; Senior Oversight; Project Review, Public Presentation Christopher Brizuela Planner Current and Advanced Planning; Counter Support; Public Presentation Taylor Libolt Varner Planner Technical Writing; Public Notices David Dewegeli Design Development Coordinator Planning Exhibits; Environmental Assistance Derek Gallerani Environmental/Planning CADD Technician Environmental/Planning Graphics Environmental/GIS Services – MSA Consulting, Inc. Michelle Witherspoon Director of Environmental Services Environmental Documents; Plans Content and Compliance Nicole Vann Planner Planning and Environmental Support; Public Notices Jesus Herrera-Cortez Planner / GIS Specialist Environmental Writing; GIS Asia Lee Assistant Environmental Planner Technical Writing/Support Jonathan Reisfeld Assistant Environmental Planner Technical Writing/Support Technical Support – MSA Consulting, Inc. Mike Rowe, PE Vice President / Principal Engineer Senior Advisor; Engineering; Grading; Utilities Ron Gregory, ASLA Vice President/Landscape Architect Senior Advisor; Landscaping Chuck Harris, RLS Survey and Mapping Director Senior Advisor; Survey and Mapping For a complete description of the entire MSA Team please visit our website at www.msaconsultinginc.com MSA Consulting, Inc. City of La Quinta July 5, 2019 On-Call Planning Services On-Call Planning Services P a g e | 13 B.3 Administrator Paul DePalatis will serve as Firm Administrator to provide a single contact for the City. Paul will oversee all contractual and planning aspects of the project and engage on selective assignments requiring senior-level involvement. Chris Brizuela will assist with day-to-day services for the City. B.4 Organizational Chart MSA Consulting, Inc. City of La Quinta July 5, 2019 On-Call Planning Services On-Call Planning Services P a g e | 14 Section C: Work Plan and Technical Approach C.1 Understanding of Work Assignments MSA provides a full range of planning and environmental consulting services including development review, environmental analysis, policy planning (general plans, specific plans, zoning codes), and municipal planning staff support (staff reports, zoning ordinances, hearing notices, applicant interface, etc.). The following describes the types of assignments anticipated. ▪ Project Management Management of specialized and complex projects may include City-wide advanced planning assignments (e.g. General Plans, Zoning Ordinances) or large, high-profile privately proposed land developments. MSA has managed large project teams, prepared planning policy documents and complex large-project CEQA documents. MSA can function in the capacity of lead project manager including City Staff and contract consultants. The MSA team will work hand in hand with City Staff to ensure the implementation of City goals and successful completion of these projects. ▪ Planning Studies The MSA team believes that good planners are professionals that can facilitate the decision- making process by producing well written, comprehensive, and thoroughly r esearched reports and analysis that allow decision-makers to implement the best actions for their community. Effective planning requires thorough research and understanding planning challenges from many perspectives. Our extensive project experience, in both the public and the private sector, gives our team a unique perspective on the planning process as we understand planning issues from both sides of the counter. Furthermore, our commitment to accurately identifying and evaluating planning issues ensures that our work is insightful, logical, and comprehensive. ▪ Development Reviews The development review process is an essential part to producing well planned and quality development that is consistent with City policies and the General Plan. The collaborati on between a developer, the Planning Division, and various City departments is crucial for creating a smooth, constructive, and efficient development process. Having both private and public sector experience, the MSA team has the technical knowledge and p rocessing expertise to provide appropriate project management, design review of specialized or complex entitlement projects. The MSA team will provide municipal support and work alongside as an extension to City staff. MSA staff will be available for the preparation of staff reports, plan reviews, meetings, research, and other planning tasks as assigned. The MSA team will also assist City Staff with meeting attendance and case presentation support for City functions and public hearings as needed. MSA Consulting, Inc. City of La Quinta July 5, 2019 On-Call Planning Services On-Call Planning Services P a g e | 15 ▪ Parking Surveys MSA is very familiar with the parking needs of residential, commercial, industrial and mixed use projects and uses it as one of the key parameters to drive effective site design. There are changes currently in process with traditional parking ratios due to the phenomenon of social media ride sharing (Uber, Lift) and the effects of on -line retail on the traditional brick and mortar centers. La Quinta has recently taken a progressive approach to revisit/reduce parking ratios in commercial areas. MSA is prepared to assist the City with parking surveys to assess development options, especially in the Hwy 111 commercial the corridor. ▪ Environmental Documents California Environmental Quality Act (CEQA), the National Environmental Protection Act (NEPA) and the Tribal Environmental Policy Act (TEPA). These documents are of critical importance to developers and jurisdictions alike, since environmental litigation is one of the most common avenues to delay or stop a project. MSA’s combined knowledge of the development and environmental processes as well as significant field experience results in practical solutions that keep projects on track while also reducing or eliminating their negative impacts. The team works seamlessly with the lead agency to ensure that documents are timely, thorough, factual and legally defensible. All necessary CEQA/NEPA/TEPA protocols are followed. Services offered include: ▪ Bluebeam Review Software MSA has Bluebeam Revit software in house and is familiar with its application to plan review & comment processes. MSA has used this software for entitlement projects in various jurisdictions and is familiar with posting comments and using online collaboration to facilitate development reviews. C.2 Methodology The set of techniques and methodologies used by MSA to manage projects are governed by the high level of complexity and low error tolerance on representative projects. To make sure that scopes for every project are completed in a timely and professional ma nner, MSA’s project management will include the following processes. ▪ Contract Administration Each individual agreement is reviewed in detail to ensure compliance with specific requirements. Special attention is given to City processes, project products, financial reporting and other requirements. MSA Consulting, Inc. City of La Quinta July 5, 2019 On-Call Planning Services On-Call Planning Services P a g e | 16 ▪ Project Initiation Project Manager will hold a team kick-off meeting to coordinate contact information, communication protocols; chain of command within both the City staff and teams; anticipated project schedules; clarification of scope items, expectations of the City not expressed in the RFP; known public concerns to be addressed; data collection from City; identification of all products required, and other items as applicable. ▪ Project Timeline For each assigned project, identify project milestones and target dates. Microsoft Project software is available for use at project initiation if necessary for complex projects. Tasks, resources, project interdependencies of events and tasks, and constrain ts are identified and updated as the project progresses. The resulting Gantt chart easily displays the critical path, project schedule and project status. ▪ Project Review MSA possesses Blubeam Revu Standard software that will be used for electronic review of plans and maps. ▪ Coordination/Meetings Effective communication and coordination with City, Consultants, and subconsultants is essential to properly manage a project to a successful conclusion and minimize conflict and delay. This is achieved by close working relationships with key team members and regular tracking of progress in working toward upcoming milestones. Participation in meetings will occur as needed and MSA is centrally located in the Valley for prompt response to City meeting requests. ▪ Mitigation For environmental reviews, identify and address special project concerns and implement mitigation measures, if applicable. Ideally, potential impacts would be identified early and mitigations incorporated into project design to ensure most efficient project processing. ▪ Public Notification and Involvement When appropriate, notify and engage the public of the project, and continue communication throughout the project. ▪ Quality Assurance/Quality Control MSA has an established QA/QC program to ensure deliverables are complete, accurate and withstand internal peer review. This Program provides a strategy and framework for continuously improving performance across the full spectrum of services. MSA personnel consider it his/her responsibility to follow the procedures set forth in MSA’s Program, as well as using common sense and good judgment during all facets of work. MSA Consulting, Inc. City of La Quinta July 5, 2019 On-Call Planning Services On-Call Planning Services P a g e | 17 ▪ Documentation MSA understands the value of accurate and reliable documentation. From project inception to record drawings, MSA documentation will be thorough including e-mail correspondence, contracts, sub-consultant contracts, agendas, meeting notes, schedules, plans, specifications and cost estimates. All documentation will be available in commonly accepted format. ▪ Financial MSA effectively works with project support staff to monitor and control projects to achieve financial targets. Team members will have the ability to effectively monitor the budget of each project using company software that will track the budget at a detailed task level. Project reports can be generated at any time to measure project performance against each individual project budget. ▪ Mentoring MSA mentors and coaches project team members and provides constructive feedback on team member performance. ▪ Relationships MSA maintains good relationships with City personnel, agency contacts, consultants, subconsultants, and project team members through continual communication and coordination. C.3 Project Management Tools Required from City MSA will require the City to provide the following: ▪ Desk and internet access (when Staff required to be present at City). ▪ Access to City forms and sample documents in electronic format. ▪ Access to City data files if GIS mapping is requested. ▪ Staff collaboration and direction as needed to facilitate project work. MSA Consulting, Inc. City of La Quinta July 5, 2019 On-Call Planning Services On-Call Planning Services P a g e | 18 Sections D : Hourly Rates D.1 Payment Method Charges to be in accordance with Section 2. Compensation in the City’s draft Professional Agreement, should we be successful in our proposal efforts. Specific billing method to be determined at the time of contract award. D.2 Hourly Labor Rates and Reimbursables The following is a summary of costs to provide the services outlined in the Request for Proposal (RFP) for On Call Contract Planning Services and will be used as the basis for negotiating a Professional Services Agreement (PSA): Professional Planning Staff Hourly Rate Director of Planning $220.00 Director of Survey and Mapping $220.00 Director of Design Services $220.00s Director of Environmental Services $185.00 Design Development Coordinator $145.00 Environmental Planner / GIS Specialist $140.00 Planner $125.00 CADD Technician $115.00 Assistant Environmental Planner $105.00 Assistant Planner $105.00 Reimbursables Cost per Unit B/W Print $0.10 Color Print $0.15 B/W Bond $0.50 per sq. ft. Color Bond $0.75 per sq. ft. Mylar $3.00 per sq. ft. Labor, materials and incidental expenses such as vehicle mileage, postage, and toll calls are included in the above referenced rates. Consultant may request a price adjustment not to exceed the Bureau of Labor Statistic's Consumer Price Index (CPI) for the LA/Riverside/Anaheim region for the prior 12-month period effective on the anniversary date of the contract. Optional renewal years and any associated CPI increases are at the mutual consent of the City and Contractor. Paul has managed scores of private development, CEQA/NEPA and municipal planning projects and clients have consistently rated his customer service and product quality as among the highest they have experienced. EDUCATION Bachelor of Arts, 1979 Urban Planning Stanford University, Stanford, CA EXPERIENCE 38 years PROFESSIONAL CERTIFICATIONS • American Institute of Certified Planners AICP #6686 • Project Manager Certification PROFESSIONAL ASSOCIATIONS • Member, American Planning Association • Member, Association of Environmental Professionals MSA CONSULTING, INC. Vice President / Director of Planning Services Paul De Palatis, AICP Mr. DePalatis has worked as a professional planner for over 30 years with a focus on the Inland Empire and Coachella Valley areas of Southern California. He joined MSA Consulting, Inc. in April of 2013 after serving as Planning Director for various major California planning, engineering and environmental firms and running his own consulting practice in the Coachella Valley during the mid-2000’s. He earned his Bachelor’s Degree in Urban Planning from Stanford University in 1979. Because Mr. DePalatis has served as a consultant to public agencies and private developers, he understands the needs, goals and priorities of each. He has managed scores of private development, CEQA/NEPA and municipal planning projects and clients have consistently rated his customer service and product quality as among the highest they have experienced. Mr. DePalatis is AICP certified, a member of the American Planning Association (APA) and the Association of Environmental Professionals (AEP) and, during his career, has also served as a Planning Commissioner, a board member for the APA California Chapter, Inland Empire Section and a general member of the Building Industry Association. EXPERIENCE Indian Wells Tennis Garden Expansion Planning Palm Springs Aerial Tramway Modernization MND; Palm Springs California High Speed Rail EIR-EIS; Los Angeles West Anchorage District Plan; Municipality of Anchorage, Alaska Redlands General Plan and MEA/EIR; Redlands Vista Laguna/Paradiso Project Master Plan/TTM, Indio Centex Homes, Eastvale Tract Entitlements, Co of Riverside Lennar/U.S. Homes, Murrieta Springs Golf Course Tentative Tract Entitlements Rilington Communities, Dolce; Palm Desert Rilington Communities, Nickelcreek; Coachella Shopping Center EIR; City of Riverside Eagle Mountain Landfill EIR; County of Riverside Crescendo Residential MND; City of Palm Springs Rimrock Heights MND; City of Palm Springs Seawest Windpower EIR; County of Riverside Mountain Falls Golf Preserve EIR, Palm Springs EDUCATION • B.A. Economics, University of California Los Angeles (UCLA) UCLA, Luskin School of Public Affairs Urban and Reginal Planning EXPERIENCE 5 years PROFESSIONAL ASSOCIATIONS • Member, American Planning Association • Member, Association of Environmental Professionals MSA CONSULTING, INC. Planner Christopher Brizuela Mr. Brizuela joined MSA’s Planning Department in 2015 after contract work with the Engineering and Planning Departments of the City of Hemet. His previous experience includes work for the Cities of Temecula and Perris. As a Planner for MSA, he works closely with clients and design teams to ensure a timely submittal and quality entitlement process, while also managing sub-consultant and agency interactions. His other responsibilities include specific plan and CEQA writing, municipal code research, and presenting to City Council and various committees. Having worked in the public sector for multiple municipal agencies, he understands the importance of a close working relationship between local government, developers, and the public. Mr. Brizuela’s work in the public sector includes counter assistance, field work, grant writing, staff report and ordinance writing, participation in development review committees, and presenting at commission and council meetings. With his firm understanding of city government, land use policies, and general plan and zoning regulations, Mr. Brizuela produces quality reports, plans, and exhibits that are both communicative and effective EXPERIENCE Del Webb at Rancho Mirage (Section 24 SP), Rancho Mirage Vista Soleada Specific Plan, County of Riverside Trilogy at The Polo Club, Indio Skyborne Specific Plan, Desert Hot Springs Highway 111 West Specific Plan, Rancho Mirage Hemet Downtown Specific Plan, City of Hemet General Plan Zoning Cosistency Plan, City of Hemet Temecula Valley Entrepeneures Exchange, City of Temecula NPDES Review and Master Strom Drain Plan, City of Perris MSA CONSULTING, INC. Director of Environmental Services Michelle Witherspoon Ms. Witherspoon has over 20 years’ experience understanding the convergence of natural systems, technical research and planning for land development. She joined MSA Consulting, Inc. in 2000 as a member of the Planning Department and was instrumental in the formation and management of Environmental Services in 2001 and GIS Services in 2005. With a Master’s Degree in Urban and Regional Planning from CA State Polytechnic University, Pomona and a BS in Zoology from the University of Oklahoma, she enhances MSA’s ability to help Lead Agencies as well as clients in identification of Environmental challenges and solutions that work. As Director of Environmental Services and a project manager for the firm, she oversees the preparation of the firm’s environmental documents/plans including, but not limited to: CEQA Initial Studies, Environmental Impact Reports, NEPA Environmental Assessments, Environmental Impact Statements, Fugitive Dust Control Plans, Stormwater Pollution Prevention Plans, Water Quality Management Plans, Water Supply Assessments, Designated Waters Permitting and Phase I Environmental Site Assessments. In addition, she provides consultation for various projects which have particularly challenging site assessment issues or environmental constraints. EXPERIENCE Morongo Entertainment Center – NEPA EA, SWPPP Cabazon Imagine Schools – CEQA MND, Indio North City Extended SP – CEQA EIR, WSA, Annexation, Cathedral City Children’s Museum of the Desert- CEQA MND, QSD SWPPP, Rancho Mirage Coachella Valley Housing Coalition – CEQA MND, WQMP, QSD/QSP, Indio College of the Desert Campuses – QSD/QSP, Palm Desert Annenberg Center at Sunnylands – WQMP, QSD/QSP, Rancho Mirage DHS Boys and Girls Club – QSD SWPPP Indian Wells Tennis Garden – CEQA EIR Addendum, Indian Wells Rancho MIrage Section 19 – CEQA EIR Peer Review, Rancho Mirage Riverside Convention Center- WQMP, SWPPP, Riverside Van Horn Youth Center – QSD SWPPP, Riverside County CVLink – GIS, Coachella Valley Palm Springs Park – WQMP, SWPPP, Palm Springs On-Call Environmental Consultant – City of Palm Springs On-Call Environmental Consultant – City of Desert Hot Springs On-Call Environmental Consultant – City of La Quinta Michelle Witherspoon joined MSA enhance MSA’s ability to help Lead Agencies as well as clients in identification of Environmental challenges and solutions that work. EDUCATION M.A. Urban and Regional Planning, Cal Poly Pomona B.S. Zoology, University of Oklahoma EXPERIENCE 20+ years PROFESSIONAL CERTIFICATIONS • Coachella Valley Fugitive Dust Control Certification CV1502- 001721-1803 • Certified Professional In Erosion and Sediment Control #5971 • Qualified SWPPP Developer/Practitioner #20152 • LEED AP BD+C #10187135-AP-BD+C • Registered Environmental Property Assessor #897425 PROFESSIONAL ASSOCIATIONS • American Planning Assn • APWA • US Green Building Council • Association of Environmental Professionals Nicole is involved with projects from Due Diligence to Final Design, playing a vital role in managing resources and documents as well as client, sub-consultant and agency interactions. EDUCATION Land Use Environmental Planning Certificate; University of California, Riverside Land Use Planning CEQA, Map Act and Zoning Law Project Review and Planning Practices FIRM EXPERIENCE MSA Consulting, Inc. (11 years) MSA CONSULTING, INC. ENVIRONMENTAL PLANNER Nicole Vann Nicole Vann joined the Planning Department at MSA Consulting, Inc. in 2004. As Planner for both traditional planning and environmental services, she coordinates all components of the Department. She also works with the Engineering and Survey Departments to coordinate the generation and submittal of closely associated Environmental and Entitlement products. She assists in the preparation and processing of the firm’s Environmental and Planning documents/plans including CEQA and NEPA Analyses, PM-10 Fugitive Dust Mitigation Plans, NPDES Construction and Management Permits, Designated Waters Permitting, Phase I Environmental Site Assessments and Specific Plans and LAFCO documents. EXPERIENCE North City Extended Specific Plan EIR North City Extended Annexation, Plan of Service Rancho Mirage Annexation, Plan of Service City of Palm Springs Serena Park EIR Imagine Schools, City of Coachella Alta Verde, Linea, Palm Springs Desert Palisades, California Department of Fish and Wildlife Lake or Streambed Alteration Permit City of Desert Hot Springs Municipal Services City of Palm Springs Desert Palisades Specific Plan and EIR City of La Quinta La Paloma Specific Plan City of Indio Fred Young Specific Plan and MND Borrego Springs Water District Wilcos Reservoir Initial Study City of Palm Springs Monte Sereno Channel Permitting City of La Quinta Coral Mountain Apartments Stormwater Outlet Structure Insurance Acknowledgement: After review of Exhibit E, Insurance Requirements in the City’s draft Professional Agreement, MSA acknowledges the requirements and can meet them should we be successful in our proposal efforts. DATE: June 28, 2019 TO: All Prospective On-Call Planning Services RFP Consultants RE: On-Call Planning Services RFP ADDENDUM NUMBER 1 The shall be considered as incorporated into the Request for Proposal (RFP) for the above referenced services. Portions of RFP not specifically mentioned in this Addendum remain in force. The following are the City’s responses to the questions received: 1) Will the successful Consultant be prohibited from processing entitlement projects for private applicants while under contract with the City to avoid conflict of interest? No, this would be reviewed on a case-by-case basis to ensure there are no conflicts. 2) Would the City consider awarding multiple on-call contracts for added flexibility, to have access to various pre-approved consultants should a conflict arise? No, the City intends to contract with one consultant to provide On- Call Planning Services. 3) Is there an Insurance Acknowledgement form that is to be appended to the proposal submittal? No, there is not an Insurance Acknowledgement form. For the insurance acknowledgement, a sample of your insurance COI (certificate of insurance) is sufficient to satisfy this requirement. APPROVED: CHERI FLORES Planning Manager END OF ADDENDUM NUMBER 1