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JZMK Partners
4r � � Al '1 .. ,, ;uI I AN `` xis ! •�/ /'I' i ..t, ,����a l >i R January 5, 2025 Attention: Scott Nespor, Senior Planner 78495 Calle Tampico La Quinta, California 92253 Dear Scott, On behalf of JZMK Partners, we are pleased to present our interest in leading the Master Planning effort for Vista Santa Rosa. We look forward to the opportunity to help shape the long-term evolution of a uniquely rural and culturally rich community within La Quinta's southern Sphere of Influence. This project represents a rare opportunity to guide a landscape defined by agriculture, equestrian tradition, and open -space character into a cohesive, future -ready vision that celebrates its heritage while providing a resilient and enduring framework for generations to come. JZMK Partners is an architecture, planning, and urban design firm headquartered in Irvine, California, with our Irvine office serving as the primary location for this project. Our team understands the delicate balance required where working farms, ranchos, rural homesites, and emerging development interests intersect. The City's vision for a community - informed, bilingual outreach process paired with a Master Plan centered on thoughtful land use, mobility, environmental stewardship, and long-term feasibility aligns directly with our experience designing livable, context -sensitive communities throughout California and beyond. We see strong potential to elevate Vista Santa Rosa's authentic agricultural and equestrian identity while ensuring the plan remains clear, implementable, and fiscally responsible. JZMK Partners brings an extensive track record of delivering successful master -planned communities of similar scope and intent, with a planning approach rooted in placemaking and collaborative engagement. Our experience facilitating community workshops, focus groups, and visioning sessions has proven invaluable in building consensus, shaping policy direction, and delivering outcomes that reflect the aspirations of residents, landowners, and City leadership. These strengths position us well to support La Quinta's goals for phased outreach, alternative land use scenarios, technical studies, and the CEQA environmental review process. J Z M K P ;, r r N L P Our proposed team includes De Novo Planning Group for public engagement support, Economic & Planning Systems (EPS) for fiscal and economic analysis, Fehr & Peers for transportation and mobility analysis, and Sherwood Design Engineers for water resources, environmental, and infrastructure planning. Together, this integrated team provides a coordinated and comprehensive approach tailored to the unique opportunities and constraints of Vista Santa Rosa. We are excited about the opportunity to help realize a Master Plan that honors Vista Santa Rosa's past while looking confidently toward the future. Please feel free to contact me directly at 949-290-6857 or via email at awatkins@ jzmkpartners.com with any questions. This proposal, including all information and pricing provided herein, is valid for ninety (90) days. The undersigned is authorized to bind the firm, and all individuals performing work for the City are free of any conflict of interest. Sincerely, Andrew Watkins, AIA, AICP LEED AP, WELL AP Partner I Director of Urban Design + Planning awatkins@jzmkpartners.com JZMK PARTNERS I architecture I planning I urban design 3080 Bristol St, Ste 350, Costa Mesa, CA 92626 PHONE: 714 426 6900 WWW.JZMKPARTNERS.COM C -'�+� '+� Y . ` �, ,ice ; ti. ' 'Jim JIL COF -4 qF IN" JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN JZMK FIRM BACKGROUND JZMK Partners is an award -winning architecture, planning, and urban design firm with over 60 years in business and more than six decades of experience performing master planning, urban design, and architectural services directly aligned with the scope of this proposal. Founded in 1960, JZMK Partners is headquartered in Costa Mesa, California, and provides comprehensive services including master planning, architectural design, urban design, feasibility studies, outreach support, and community visioning. Our portfolio includes coastal and inland master plans, waterfront districts, civic and recreational facilities, and complex public -agency projects throughout Southern California. We bring extensive experience working within regulatory environments, conducting site capacity and feasibility studies, leading multi -scenario concept development, and facilitating inclusive public engagement processes. Our team includes licensed architects and LEED-accredited professionals, reinforcing our commitment to sustainable, resilient, and high -performing design solutions. JZMK Partners is a privately held firm, incorporated in the State of California, with no parent company or subsidiary relationships. The firm is in strong financial condition, with no bankruptcy filings, no pending litigation, and no planned office closures or business changes that would impede our ability to successfully deliver services under this contract. Our Taxpayer Identification Number #33-0610424 For more than six decades, JZMK Partners has partnered closely with public agencies, cities, and communities, with a focus on transparent communication, clear documentation, and implementable planning outcomes. The following individuals are authorized to bind the firm. Andrew Watkins, AIA, AICP, LEED, WELL AP — President JZMK Partners 3080 Bristol Street, Suite 350, Costa Mesa, CA 92626 714-426-6900 G JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN JZMK FIRM IDENTITY WE LISTEN. WE COLLABORATE. WE SOLVE. WE CREATE. JZMK PARTNERS IS A FUSION OF INSPIRED PEOPLE AND DYNAMIC PROCESSES. We address clients and community needs with planning and design solutions that bring together proven methods and innovative technologies. We engage the team. We consider every outcome. COLLABORATIVE APPROACH TO PROBLEM SOLVING. s THE BEST CLIENTS ARE PARTNERS. Working together as a team, we challenge each other to think outside of the box. Our clients share our VISION and VALUES, and they believe in the power of the collaborative process of design. This process ultimately yields designs that provide LONG-TERM VALUE and effect POSITIVE CHANGE to the built environment. We seek clients who are willing to participate in the planning and design process, and we are grateful for those OPPORTUNITIES. OUR CORE VALUES MUTUAL CREATIVE DO THE SPIRIT OF COMMUNITY RESPECT ENERGY RIGHT THING PARTNERSHIP SERVICE YOUR VISION. TEAM DESIGN. A LASTING LEGACY. Our diverse talent enhances COLLABORATION. Embracing this collaborative spirit, our multi -disciplinary teams emphasize balance of environmental ethos with development objectives. With their fingers on the pulse of emerging industry trends, our highly skilled professionals are sought -out speakers across the country. Committed to giving back, we take pride in maintaining a visible and active role in a variety of civic, charitable and professional organizations. JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN J Z M K PLANNING & URBAN DESIGN SERVICES • Community Planning and Design • Master Planning • Programming • Visioning / Consensus Building • Site Design • Feasibility Studies PLACEMAKING IS AN ART. Starting with a VISION, we develop plans for how our built environments relate to natural systems and how they enhance the human habitat. It's the synthesis of "visioning," design, planning and environments that creates SUSTAINABLE COMMUNITIES and finds the pragmatic balance between practicality and the pursuit of art. It takes CREATIVE PROBLEM SOLVING. Success is achieved when land is transformed into livable cities, communities and neighborhoods. ARCHITECTURE SERVICES • Architectural Design • Programming • Construction Documents • Graphic Design BUILDINGS ARE SUCCESSFUL when they contribute to the qualitative nature of both the private and the public realm. We understand the RELATIONSHIP between built form and building a STRONG COMMUNITY IDENTITY. Whether we are designing a custom home, a new educational facility, a mixed -use urban center or a world -class resort, we employ our TECHNICAL EXPERTISE to provide design solutions that are INNOVATIVE AND INSPIRATIONAL, striving to create places that dignify human existence. K J Z M K s. '"V PROJECT TEAM P A R T N E R S JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN ORGANIZATION CHART ANDREW WATKINS JZMK PARTNER / DIRECTOR OF URBAN DESIGN & PLANNING PARTNERS COSTA MESA, CA PLANNING STUDIO TIMOTHY HAAGEN SENIOR PLANNER COSTA MESA, CA DE NOVO SHERWOOD OUTREACH / CIVIL ENGINEERING ENVIRONMENTAL PLANNING ADRINEE HUTCHINSON SENIOR PLANNER COSTA MESA, CA CONSULTANTS JIMMY GALVEZ AMANDA TROPIANO LOS ANGELES, CA TUSTIN, CA JIM REMLIN STARLA BARKER ATLANTA, GA TUSTIN, CA FEHRS & PEERS TRANSPORTATION JASON PACK IRVINE, CA EPS ECONOMICS JULIE COOPER OAKLAND, CA CHINMAY DAMLE LOS ANGELES, CA J Z M K ' P A R T N E R S Fm JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN J Z M K SIMILAR PROJECTS WITH REFERENCES KEVIN JACKSON Planning & Building Director City of Piedmont 120 Vista Avenue Piedmont, CA 94611 510-420-3039 Contract Dates: 07/2023-09/2025 MORAGA CANYON SPECIFIC PLAN Brief Description: The Moraga Canyon Specific Plan guides development across approximately 18 acres within the canyon, allowing for up to 199 residential units to meet the City's housing element requirements. The plan establishes a framework for enhancing recreational amenities and the City's Corporation Yard, while improving traffic operations, pedestrian and bicycle connectivity, and wildfire safety. Informed by community engagement, fiscal analysis, and financial feasibility studies, the Specific Plan provides clear direction for coordinated implementation and long-term planning. https://www.piedmont.ca.gov/ JONATHANORDUNA Community Development Director City of Laguna Niguel 30111 Crown Valley Pkwy Laguna Niguel, CA 92677 949-362-4300 Contract Dates: 05/2023-05/2025 LAGUNA NIGUEL GENERAL PLAN Brief Description: As part of the City of Laguna Niguel's General Plan Update, JZMK Partners prepared vision plans for multiple opportunity areas, including the Town Center, Dorine Main Street, Crown Valley Mall, and the Marketplace. The effort established a cohesive long-term framework to guide mixed -use, pedestrian -oriented development and support economic and social vitality. Informed by placemaking principles and mobility connections, the visions provide flexible guidance to align land use, urban design, and public realm improvements with the City's long- range goals. https://www.cityoflagunaniguel org ELAINE LISTER City Manager City of Mission Viejo 200 Civic Center Mission Viejo, CA 92691 949-470-3051 Contract Dates: 05/2023-present MISSION VIEJO ODS Brief Description: The Mission Viejo Objective Design Standards (ODS) provides additional objective design and development standards for residential development within the City of Mission Viejo. Responding to recent state legistlation the ODS establishes an agreed upon level of quality from the City that gives developers clear direction for their development projects. The code include chapters covering site planning, site design, building design, architectural styles and landscape. https://www.cityofmissionvi'ej'o. org/government JENNIFER HAGEN Senior Planner, Community Development City of Brentwood 150 City Park Way Brentwood, CA 94513 925-516-5405 Contract Dates:08/2023-present BRENTWOOD ODS Brief Description: The Brentwood Objective Design Standards (ODS) provides additional objective design and development standards for residential development within the City of Brentwood. Responding to recent state legistlation the ODS establishes an agreed upon level of quality from the City that gives developers clear direction for their development projects. The code include chapters covering site planning, site design, building design, architectural styles and landscape. https://www.brentwood.ca.gov/ P A R T N E R S RONALD GARCIA Community Development Director City of San Fernando 117 Macneil St. San Fernando, CA 91340 818-452-3188 Contract Dates: 04/2025-present SAN FERNANDO ODS Brief Description: The San Fernando Objective Design Standards (ODS) provides additional objective design and development standards for residential development within the City of San Fernando. Responding to recent state legistlation the ODS establishes an agreed upon level of quality from the City that gives developers clear direction for their development projects. The code include chapters covering site design, building design, architectural styles and landscape. garcia@SanFernando.gov https://sanfernando.gov Ee ILZ I I .& 46 .Iftm RELEVANT PROJECT EXPERIENCE JZM K P A R T N E R S 19 u 1101,. 111111111111 =1111111111 uuuu paupu11, IV�.A = IIHIM, 1111u1IN � — 1111111 I 14I II . -■-_ — T L, HPLI H �� DMI i i � oil JI ■ � ■— a _ _ .1 ZIT' - 1Mw� 1 60 V. /5mallp J•y'�1"'f' �a Oceanside I ♦, �i�, A► a� ir t�arlsbad r� • � _ "ram �u j 71 y t Encinitas As I 'I L: 1 0, h ��� • ri +� San Marcos or�, *J l nKnw a �. Fw ,,�� !` • '>• � �'r`' ♦ ,-id rip,., �Scondldo t Rancho \ • Santa Fe LOCATION SAN MARCOS, CA CLIENT CITY OF SAN MARCOS SAN MARCOS GENERAL PLAN w�" s UNIVERSITY OF ST. AUGUSTINE /� �� - i•,` FOR HEALTH SCIENCES /. PALOMAR COLLEGE \\ • EDWIN AND FRANCES HUNTER ARBORETUM AT PALOMAR COLLEGE �' �`.-� `\\•� _ SAN MARCOS MIDDLE SCHOOL SUNSET PARK ^� •r / \ rr�- _ / f [J , y / / �V(may • e 57 V'Sto z Rancho Santa Fe *COMPLETED BY ANDREW WATKINS WHILE A PRINCIPAL AT SWA GROUP PROJECT TYPE GENERAL PLAN PROJECT LEAD DE NOVO PLANNING GROUP -- � WFSrMG.�NFo J Z M K CALIFORNIA STATE UNIVERSITY a SAN MARCOS 4 The San Marcos General Plan provides contemporary updates on the key topics of land use, equity, housing, economic development, transportation, and parks and recreation. The process is a community -driven effort to ensure the community's needs and objectives are reflected in an update intended to guide development over the next 10 to 20 years. 23 MEDITERRANEAN STYLE INTRICATE CORNICES VERTICALLY ORIENTED WINDOWS FLAT ROOF FABRIC AWNINGS 311 ` L ;f_`llw LOW PITCHED RED TILE ROOF — EXPOSED RAFTER TAILS law `r RECESSED OPENING MULTI -COLORED STONE FACADE WROUGHT IRON RAILING STUCCO EXTERIOR �✓� FRENCH BALCONY TOWER MASSING ELEMENTS RANCH STYLE SINGLE PITCH ROOF CASEMENT WINDOWS WITH ARCHED ENTRYWAYS OR ARCADE IES LOCATION LAGUNA HILLS, CALIFORNIA J Z M K CLIENT CITY OF LAGUNA HILLS P A R T N E R S LAGUNA HILLS OBJECTIVE DESIGN STANDARDS V V Alk Min. 10' wide landscape buffer f Tree planting along the shared property line 0 Solid masonry 6' privacy wall except in front setback, where 42" walls are permitted. PROJECTTYPE OBJECTIVE DESIGN STANDARDS DATE IN PROGRESS K Build -to zone Front setback Minimum % of building frontage within the build -to zone Building frontage outside of the build -to zone The Mission Viejo Objective Design Standards (ODS) provides additional objective design and development standards for residential development within the City of Mission Viejo. Responding to recent state legistlation the ODS establishes an agreed upon level of quality from the City that gives developers clear direction for their development projects. The code include chapters covering site planning, site design, building design, architectural styles and landscape. 25 JZMK PROPOSAL HOLY NAMES MASTER PLAN It4 A 1.0 is JZMK P A R T N E R S LOCATION PIEDMONT,CALIFORNIA CLIENT CITY OF PIEDMONT MORAGA CANYON SPECIFIC PLAN GEW7- ! PROJECT TYPE SPECIFIC PLAN Encompassing 18 acres spanning both sides of Moraga Avenue j SIZE 18 ACRES within the canyon, the Moraga Canyon Specific Plan recognizes _ - RESIDENTIAL UNITS UP TO 199 UNITS (INCL. 60 AFFORDABLE UNITS) the development of up to 199 housing units while meeting the 20 SPECIAL FEATURES SOCCER PITCH (YOUTH 14) Clty's housing element requirement. The Specific Plan lays the GUrrER AISLE 2.0 YOUTH BASEBALL FIELD OVERLAY foundation for enhancements to existing recreational amenities DRIVE 2.0 5.0 GUTTER 6.0 5.0 SHARED VEHICLE 10.0 BIKE 'SO 6.0 ENHANCED SPORTS FIELD PARKING LOT and the Cit s Corporation Yard. Multiple community engagement Y p p Y SIDEWALK + BIKE LANE DRIVE AISLE RI LANE LANTER SIDEWALK MORAGA AVE. RIGHT-OF-WAY IMPROVEMENTS sessions, fiscal considerations and financial feasibility studies II.OPUBLICREALM 31.0ROAD I1.OPUBLIC REALM BIKE LANE(S) ADDITION educated City Council to provide city staff and the consulting PROPERTY VARIES 58.0ROW RPARK OPEN SPACE , OPEN SPACE TRAIL SYSTEM team with direction for the preparation of the specific plan PUBLIC FACIITIES ENHANCEMENTS document. 1 t, Got , .. to 1 Oc0 60 Legend i FOCUS AREAS CITY BOUNDARY LAND USE DESIGNATION LOW DENSITY RESIDENTIAL LOW -MEDIUM DENSITY RESIDENTIAL MEDIUM DENSITY RESIDENTIAL HIGH DENSITY RESIDENTIAL COMMERCIAL MIXED -USE 25 MIXED -USE 43 MIXED -USE 60 - BUSINESS PARK - MIXED -USE -OFFICE - PROFESSIONAL OFFICE LIGHT INDUSTRIAL URBAN INDUSTRIAL 25 URBAN INDUSTRIAL 43 PUBLIC FACILITY COMMUNITY PARK/OPEN SPACE REGIONAL PARK/OPEN SPACE OPEN SPACE LAKE TRANSPORTATION CORRIDOR LOCATION LAKE FOREST, CA CLIENT CITY OF LAKE FOREST LAKE FOREST GENERAL LAP *COMPLETED BY ANDREW WATKINS WHILE A PRINCIPAL AT SWA GROUP PROJECT TYPE GENERAL PLAN PROJECT LEAD DE NOVO PLANNING GROUP AWARDS 2021 APA ORANGE COUNTY COMPREHENSIVE PLAN OF THE YEAR REFERENCE GAYLE ACKERMAN DIRECTOR OF DEVELOPMENT SERVICES 949-461-3460 GACKERMAN@LAKEFORESTCA.GOV Urban design and planning services were provided for the City of Lake Forest General Plan Update. Lake Forest was pursuing a modern General Plan that would reflect contemporary community values and priorities — and provide the framework to balance quality of life with improved economic and fiscal conditions. As part of the larger General Plan Land Use Map, five focus areas were identified as potential locations for future growth, to support economic development, maintain fiscal sustainability, and help create activity nodes. Architectural Style Strategy upa'aw Low garYn Ulf W un MNKt� N Rr O IPublic Realm Guidelines Site Strategies OConnecting the Core Area with the village green and existing creek ©Adding gathering spaces and green plazas ©Enhancing existing trails through multiple user interactions with Oso Creek S0111111*4010 ILandscape Framework Guidelines (, y .- pa19oda i 1r y 00 >0I001' I tlJ.me Crane m .4 .. O O 4 LOCATION MISSION VIEJO, CA CLIENT CITY OF MISSION VIEJO MISSION VIEJO CORE AREA DESIGN GUIDELINES IArchitectural Massing Site Rmlegles Q Creating more aiLcughon and wwaf interest for slorehdnt Nudes © Anchoring the property edges am nodes abng wsuL condors © V,wai CW addle Id, UUre 10 —gate In. pgm-31 Cattle. lion the puoiic mtt of x y hand and through :he Wrn—al ume, _ 7 - . ,e i w� `1 lowers lit D(N'lP(.rS aW+wva w�.n. � n auaw •non.n «nr.rar a ws •. , n.aw.,w+�r n orw9�rrY wq. rr' 7eiaa iarriw.wrrq wrwawwwwrwaw N'errY SewMnnwnM[nwM rNOGnpnMYYe eorwewl�nn�. w.nsrrrrwreoma. rr.rwrrg_urrw r ■ Al Tow ss Isnortl emaww.��awr�r tt 7- 0 AA22 Towers (ltil) a•�•.•na.xs ba. ew.aV4YwIry Cavvwcroomae.Mbn na IArchitectural Massing Facades Site strategies' Parapets a Lavers GuirMlov> / errrwrnway[aw aew.oron � \." J ■ Towns waen.ai l.a+.a+.eeaae+.v..n..iw q \\✓- tp \ d aeyarirp awwrirl .+Ir.r. �^ ■ F: TremmaMe C town rwva.wa / aw enrww.ro 3�/ O0' --ma ,� .rrowb.bxaw.ieer p� / . * ewrwur.ren \�! rweigrrww� _ ■ Aaglaonal naps / / / 11��//// _gyp'• • V ■ a I Parapets ■ C I gw�wreaase —r q swrsslarr a..�awWsww.nwnw k / y *COMPLETED BY ANDREW WATKINS WHILE A PRINCIPAL AT SWA GROUP PROJECTTYPE DOWNTOWN DESIGN GUIDELINES DEVELOPMENT STANDARDS SIZE 261 ACRES REFERENCE ELAINE LISTER DIRECTOR OF COMMUNITY DEVLEOPMENT 949-470-3053 ELISTER@CITYOFMISSIONVIEJO.ORG FEE/DATE $48,000 / JANUARY 2020 The Design Guidelines have been prepared as a tool to implement the Vision Plan, to guide property owners and prospective architects and developers as they upgrade and improve properties in the Core Area. The Design Guidelines are particularly important because of the multiple property owners in the Core Area, and thus the reduced likelihood of one developer renovating the entire area at one time. The Design Guidelins provide a harmonious and cohesive design concept for both the individual buildings and outdoor realm. 16r _�a�4� �r �`�"���tM �'r °{i?�•G'JGL 13� K,�, til=r �� x >S '� *�I IK •.' .s� -�. �,♦ "'a. � ♦ a1 ''.,N y r Fist� r l� !O .�''Y✓ / 10* ti 11�� 11S � 'r�i `.tea �f t� � ;%� +4� 7x:= :r,'v;.l •'�r�..'� •� t., j, . 1�1�'��'�"Sr�1V���a+►J'��1vr1'h, � l�i�yZv (�'�A•if���•� �'�� 1,r�,y�����yL,i. r�P•�m_7L:�... �j �{ f Ian+'b ���1 ♦ ♦ f�t•' .�;•"�1�%. i " iY';•.` '�"L +Jr%�^'r}����r ����r�„y .+��._ V. tr J,ti 1�{�,'�, Itr'`'+ �. ."r•..'•1:1 v 1� ' .a' r"`,- .r �► R 1 � j , . (y � ��� 1 � v► n' 1 �.� w I v I ., `, � �. rCr ✓�r'S� ✓F i; i+c•� ��' .. �lr i i•�`.� w I/ ,LfJ. ��• � f• '�'Jr �1+ �' 'Y :J j� t'e'ftT .�r�t •�;� �- `S►��11�- � _ ��j`�v, •i'� ��'w��i`'4'4v1��:�i ��+,�' �v�►,�y.'ir y'' ` `! J �l>''y� r �> ,� 4 ins �4 1N Jo%..,,� JZMK PROPOSAL HOLY NAMES MASTER PLAN Ma: Over Hilltop Creek LOCATION MISSION VIEJO, CALIFORNIA CLIENT RANCHO MISSION VIEJO RIENDA AT RMV J Z M K PROJECT TYPE MASTER PLAN COMMUNITY Rienda establishes a new place in south Orange County - a SIZE 10,000 UNITS place where the Ranch still exists. The plan builds upon the 2,000 ACRES strengths of the site by saving existing canyons referencing the existing landscape of undulating slopes and orchards. Trailheads to Casper's Wilderness are located along the eastern edge of the site, access to the Gobernadora trail on the western edges and connections to Historic Cow Camp and the beach trail along San Juan Creek are located to the South. LOCATION OCEANSIDE, CA LOCATION HESPERIA, CA J Z M K CLIENT SOUTH MORRO HILLS CLIENT DMB DEVELOPMENT SOUTH MORRO HILLS AGRIVISION PLAN SILVERWOOD s WW Ze • r a Nunn ski major gateway along loop road minor gateway within village regional districts j Vab[It YralAtlM4 Ml /. I � _ 1 r_.• _ ,ur... tit -fir Vr: tl I� *COMPLETED BY ANDREW WATKINS WHILE A PRINCIPAL AT SWA GROUP PROJECT TYPE MASTER PLAN SIZE 3,340 AC a4 X t —1 trail network �n 4ivw RoeE 6 9h,•rp (�r j I � I LOW w.win V•�rr South Morro Hills is a 3,340-acre community in which rich agricultural and farming legacies remain vibrant today. The vision plan preserves the area's culture and history while enhancing and fostering a vibrant farming character for the community. Key focus areas include establishing district gateways that express a sense of arrival; capitalizing on views and vistas, which helps reinforce the rural character through scenic countryside moments; and celebrating the area's farm mosaic, which helps create unique experiences and promote agritourism within the region. CLIENT NAME DMB DEVELOPMENT In southern California's vast Inland Empire, Silverwood is the place SIZE 15,663 AC where you can wake up to towering mountains and rolling desert GROSS SITE AREA 9,365 ACRES landscape. Silverwood is a place where trails start right from your front door and wind through stands of Joshua trees. Nearly half the entire community site has been set aside for natural open space, conservation easement, parks, and the Serrano Preserve. Majestic wide-open landscape is among the highlights of the rich natural amenities to a life that expands to the horizon here, complete with 59 miles of off-street trails, 107 miles of paths and paseos, and 387 acres of parks —from pocket parks to neighborhood parks to community parks. J Z M K I e � �.w .ice`~-^ � �Z`�R�1-�r� �.. � r.' � �► 1.. �, , . 1va� „ g PROJECT UNDERSTANDING AND APPROACH P A R [ rJ L H 39 JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN J Z M K APPROACH Our team's process will be adaptable and will evolve in response to the project's needs and concerns of stakeholders. Simultaneously, our process will generally adhere to four key process steps: WE LISTEN The first and most important step is to listen to the City, community members, and stakeholders to understand the unique character and priorities of Vista Santa Rosa. Success begins with understanding the City's planning objectives, regulatory framework, and long-term goals, as well as the agricultural, equestrian, and rural context that defines the area. Through bilingual, culturally responsive outreach and careful evaluation of existing conditions, community history, and opportunities, we shape a shared vision that is both community -informed and achievable. Listening builds trust, aligns expectations, and establishes a collaborative foundation for a transparent and inclusive planning process. WE SOLVE Solving means translating community input, policy direction, and technical analysis into clear, implementable planning solutions. Our approach balances land use alternatives, mobility, infrastructure, environmental stewardship, and fiscal feasibility to ensure the Master Plan is realistic and adaptable over time. We apply data - driven analysis and creative problem -solving to address challenges such as growth management, infrastructure capacity, and environmental review requirements. Through coordinated land use planning, connectivity strategies, and thoughtful placemaking, we develop a framework that supports informed decision -making and long-term community goals. WE COLLABORATE The strongest plans emerge through collaboration and shared expertise. We work closely with City staff, community members, and the consultant team to establish a unified vision that balances community priorities with long-term planning objectives. Our process values research, open dialogue, and coordination across disciplines, ensuring solutions are thoughtful, responsive, and realistic. By addressing land use, infrastructure, environmental considerations, and policy requirements together, we develop a Master Plan that is cohesive, feasible, and context -sensitive. This collaborative approach transforms complexity into clarity and supports outcomes that are broadly supported and implementable. WE CREATE We create planning frameworks that are rooted in place and guided by community values, shaping a future for Vista Santa Rosa that honors its rural, agricultural, and equestrian character while preparing for long-term needs. Open spaces, mobility networks, and land use strategies work together to support daily life and strengthen community identity. Every planning decision is guided by practicality, adaptability, and fiscal responsibility, ensuring the plan remains flexible over time. By blending vision with implementation, we deliver a Master Plan that is clear, durable, and aligned with the City's long-range goals. This framework provides a foundation the community can trust and the City can confidently advance. 41 - 4t Al 61 01, N1, c JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN JZMK SCOPE OF WORK This Agreement is entered into effective March 24, 2026, between JBZ, Inc., dba JZMK PARTNERS, a California corporation ("Architect"), and City of La Quinta ("Client") concerning the providing of planning services only for the following project: Vista Santa Rosa Master Plan located within the southern Sphere of Influence (SOI) of La Quinta, California. I. THE PROJECT The project study area is the Vista Santa Rosa. The Planning studies will focus on the development of three (3) alternatives for a Master Plan of the area. Technical and Special studies will support the analysis. A CEQA and EIR will be performed for the Final Draft Master Plan. II. THE SERVICES A. The Basic Services 1. Phase 1: Community Outreach Strategy a. Project Kick -Off Meeting The JZMK team will attend a kickoff meeting to serve as a forum to review and confirm project goals and objectives. A draft schedule will be reviewed, details for scheduled tasks will be discussed and an operational protocol will be established. We will use this opportunity to collect any relevant studies and information not already transmitted including baseline reports, data, and information sources, and to identify key stakeholders from the community. This will include a site area tour to identify opportunities and constraints early in the project. b. Public Engagement Plan (PIP) The JZMK team will prepare a Public Involvement Plan (PIP) which will serve as a guide to the community and stakeholder engagement process. The PIP will include elements necessary for the City of La Quinta and consultant team to create pathways for active public engagement in the planning process, and incorporate goals for participation, stakeholder list, a communications plan, programs & activities, meeting formats and topics to be covered, roles and responsibilities, and a calendar. The PIP will be a dynamic document, updated as appropriate to reflect changes in the schedule, address issues, and/or take advantage of opportunities. The PIP will include a Fact Sheet to increase recognition, deepen understanding of the process and its objectives, how to get involved, and outcomes of the project process. c. Website Content and Digital Surveys The JZMK team will create and manage a dedicated project website to share information and gather public input. The website will identify the schedule of upcoming meetings, serve as a library of project documents, and allow the public an opportunity to participate in surveys and comment on the process. The project team will design two surveys, one during the visioning stage and the other during the alternatives stage. Surveys will be conducted in both English and Spanish. OR codes will be generated for these surveys for utilization in popup events and educational materials. d. Stakeholder Engagement (5) The JZMK team will conduct up to five (5) virtual interviews with key stakeholders to better understand critical issues and opportunities. Interviewees will be determined in consultation with the City of La Quinta. Potential interviewees include property owners, businesses, and appointed and elected City Officials, as well as key City staff representatives. A stakeholder interview summary will be provided summarizing key findings. The stakeholder meetings will focus on gathering early input, identifying priorities and concerns, and collaboratively shaping a shared vision for the Vista Santa Rosa Master Plan. Discussion will inform key objectives, opportunities, and constraints to guide development of plan alternatives and future decision - making. e. Community Meetings/ Public Workshops (3) I. Visioning Workshop In the Visioning Workshop, participants will explore ideas, needs, and goals for the study area, addressing big - picture "what if" questions about its future. Our team will present existing conditions, including land use, utilities, and demographic analyses. Input will be gathered on the ideas and values most relevant to the community, helping to shape the project vision and guide the development of three alternative Master Plan concepts. Small group discussions will provide an opportunity for in-depth feedback on the vision for the area. ii. Concept Alternatives Workshop This community workshop will present the three Master Plan concept alternatives and invite feedback from the community. Participants will review and discuss key elements, trade-offs, and potential impacts of each alternative, helping to identify strengths, concerns, and preferences to inform refinement of the concepts and next steps in the planning process. iii. Final Draft Master Plan Open House This community workshop will serve as an open house to present the draft Vista Santa Rosa Master Plan. Attendees will be able to review the proposed land use, circulation, open space, and development strategies, learn about key features of the plan, and understand how it addresses community priorities. f. Reoccurring Bi-Weekly Meetings The JZMK team will facilitate twice monthly virtual meetings, as needed, with City staff to ensure that the project is on time, on budget, and that any issues are quickly resolved. Deliverables: Branding package including source files; Administrative and Final Public Engagement Plan; dedicated project website including hosting and two online bilingual surveys; up to five (5) stakeholder interviews; three community meetings and bi-weekly meetings with staff. 2. Phase 2: Master Plan a. Existing Document Review The JZMK team will review existing documents including the 2035 La Quinta General Plan, the Municipal Code, Title 9 Zoning, Zoning and General Plan Maps, as well as various planning efforts that have taken place since then. These planning efforts will be incorporated into the planning process for the Vista Santa Rosa Master Plan. b. Existing Planning Analysis On the basis of background studies, on -site investigation, base maps and special information provided by the Client and other project consultants, JZMK shall consider and evaluate the following factors: Project area configuration; ii. Relationships to adjoining land and parcels; iii. Existing locations and extent of public and private roads 45 JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN JZMK SCOPE OF WORK iv. Existing Land Use V. Existing development within project area; vi. GIS mapping layers for utilities and available as -built drawings vii. Utility infrastructure reports/ Monitoring data (specifically for water and sewer) viii. Geotechnical and environmental reports ix. Limitations in the form of land use & zoning controls; X. Access potentials; A. Views, visual characteristics and scenic factors; xii. Public facilities and schools; xiii. Recreation and open space. xiv. Topography, slopes and orientation; xv. Existing water bodies, shorelines; xvi. Tree cover and vegetation; xvii. Climate and wind factors. c. Existing Traffic Analysis As part of the Traffic Analysis, we will collect 24- hour roadway segment traffic counts on 12 roadway segments. We will also collect turning movement counts at up to 6 local intersections. While the Vista Santa Rosa area covers more than 6 intersections, most consistent of the intersection of two rural roadways where existing traffic is expected to be limited, and our study of existing conditions would primarily focus on the areas of Jackson Street where current development is concentrated. Traffic counts and intersection LOS (analysis described below in Task 3d) will be included in the existing conditions mapping, which will also include roadway capacity and a description of limited access to bike and pedestrian infrastructure and transit service. d. Existing Utilities Analysis Following our team's review of existing information and associated reports, the JZMK team will set up and conduct targeted meetings with city personnel to further uncover existing infrastructure concerns, system operations and components, capital improvement projects and potential opportunities that could align with long term infrastructure goals for the community. Our team will develop a conceptual level analysis of the existing wet utility systems (water, non -potable, sewer) and their capacity to support future growth. This effort will include review of past reports and where necessary high level modeling of pipe capacity based on sewersheds, pipe sizing provided and current land uses. This will help our team determine how this infrastructure is currently supporting the existing development and where and if capacity issues are present and likely to be exceeded in the future. This analysis will provide early guidance on where infrastructure network improvements are likely and allow for future scenarios to be developed with these improvements in mind. Our team has a deep background in evaluating system wide infrastructure networks and identifying water/infrastructure sustainability goals that could not only improve short term capacity needs but also address long term resiliency goals. We have found that understanding these opportunities early can assist in making more deliberate decisions about infrastructure aligned with both future growth and long-term sustainability. e. Existing Demographic Studies & Analysis The JZMK team will prepare a demographic and real estate market conditions study to serve as a baseline profile for the Vista Santa Rosa Master Plan. Utilizing CoStar, ESRI, and other data sources, the study will analyze key economic and real estate factors affecting the community, as well as how those factors compare to the broader region. The report will analyze supply and demand conditions and trends for a variety of land uses —including retail, hospitality, office, industrial, and residential —in the community. For each land use category and associated market sector, we will consider historical trends, recent market activity and performance (including rents and absorption rates), and future growth pressures and opportunities. This analysis will be summarized in a technical report and will be used to inform the constraints and opportunities analysis. f. Existing Conditions Summary The JZMK team will summarize significant data from the Existing Conditions Analysis by composite maps, diagrams and supplementary visual displays to indicate the opportunities and limitations of the site. The existing conditions work will include considerations for identifying improvements to and locating new utility corridors with considerations for long-term maintenance, access, phasing and future resilience as it relates to network needs and future growth. From our initial existing conditions research, review and mapping, our team will developing a series of maps and supporting narrative that highlight existing system health, constraints and opportunities to consider when developing future alternatives. The existing conditions summary will cover wet and dry utility system understanding, system layout and where possible, identification of key constraints to keep in mind for future alternative development. g. Three (3) Conceptual Alternatives Based on a thorough analysis of existing conditions and extensive engagement with stakeholders and the community, three conceptual alternatives will be developed for the Vista Santa Rosa Master Plan. These alternatives will explore innovative and context -sensitive land use strategies that respond to the area's unique character and diverse uses. Our team will review and guide future land use and plan alternatives. With each alternative, our team will provide guidance related to stormwater management and green infrastructure, water supply distribution, sanitary sewer collection and electrical distribution. For each alternative and its supporting infrastructure network needs, our team will provide insights into potential phasing options and identify ways in which utility corridors can be best aligned with circulation upgrades necessary to support future development. During this task, out team will attend meetings with city/county/agency staff to confirm existing utility infrastructure and proposed development considerations. Using the information developed for future scenarios, we will provide feedback in diagrammatic and narrative format in response to: Circulation: Streetscape improvements ii. Site Utilities: Existing and proposed utility corridors • Wet Utilities (Storm / Green Infrastructure, Water, Non -potable, Sewer) • Dry Utilities (Electrical distribution) We will also prepare trip generation estimates for 47 JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN JZMK SCOPE OF WORK up to three (3) project alternatives and develop trip distribution and assignment for use in Task 3d. We will develop strategies for addressing vehicular circulation and network design and for considering how transportation infrastructure is introduced to rural roadways (streetlights, sidewalk widths, signage, curb and gutter improvements) in the streetscape framework. The concepts will consider nurseries, large -lot single-family homes, agricultural lands, vacant desert parcels, and country club and residential developments adjacent to rural and equestrian - oriented areas. Each alternative will aim to balance growth, preservation, and recreation, while enhancing connectivity and maintaining the area's distinctive agricultural, rural, and equestrian identity. Together, the alternatives will provide a framework to guide future development, reflect community priorities, and foster a shared vision for the future of Vista Santa Rosa. h. Design Guidelines The JZMK team will prepare design guidelines to enhance the unique character of Vista Santa Rosa through context -sensitive standards for site planning, building form & scale, landscaping, and streetscapes. These guidelines will ensure new development complements the area's agricultural, rural, and equestrian character, promotes compatible transitions between uses, and supports a cohesive community vision. i. Market Analysis for Three (3) Alternatives The JZMK team will estimate market demand and potential absorption rate for the projected buildouts. This evaluation will be informed by the demographic and real estate market conditions analysis completed in Task 2.d., and will be utilized in determining the preferred land use plan to be included in the Final Master Plan. The market analysis will be summarized in a technical memorandum and PowerPoint slide deck for presentation to key stakeholders and the community. Optional Fiscal Impact Analysis The JZMK team will evaluate the fiscal impacts of proposed land use programs on the City's General Fund revenues and costs. We will employ a planning -level approach, based on an evaluation of the City's budget and estimates related to primary revenue generators (for example, property and sales tax). Our team expects that the City will provide budget documents and any other supporting information regarding the General Fund. For quantifying fiscal revenue impacts, we will employ a per -capita methodology, supplemented where necessary with a limited case -study approach, to estimate increases in General Fund revenues attributable to new development. For quantifying public service cost impacts resulting from the Proposed Plan, our tam will use an average cost methodology for forecasting increases in service demand and associated expenditures by land use category. The fiscal impact analysis will be summarized in a technical report. j. Final Draft Master Plan The JZMK team will prepare the Final Draft Master Plan by integrating community input on the three conceptual alternatives with a comprehensive understanding of existing physical and programmatic conditions. The plan will establish a clear, cohesive framework to guide future growth and investment across the planning area. It will define overall land use patterns and identify the general location, density, character, and extent of each land use. Additionally, our team will provide supporting narrative with suggestions on short- and long- term phasing of the future plan and identification of resilience/sustainability goals that should be embedded in the future buildout. These could include, but are not limited to, environmental goals associated with water quality and erosion control, health and wellness goals associated with heat island effect, tree canopy coverage, and infrastructure resilience associated with potable water reduction for non -potable needs. The plan will address vehicular circulation, major access points, parking, and relationships to adjacent uses, while incorporating recreation, open space, natural resources, hydrology, and water resources. Major community facilities, planting areas, and landscape massing will be identified, along with high-level utility system concepts for water, sewer, stormwater, and electricity. Supporting data will summarize acreage, densities, and phasing to clearly communicate the plan's structure and long- term vision. 3. Phase 3: Special Studies a. Biological Resources Analysis Readily available information, including relevant literature, databases, agency websites, various previously completed reports and management plans, Geographic Information Systems (GIS) data, maps, aerial imagery from public domain sources, and in-house records will be researched to: 1) assess habitats, special -status plant and wildlife species, jurisdictional waters, critical habitats, and wildlife corridors that may occur in and near the plan area, and 2) identify local or regional plans, policies, and regulations that may apply to the Project. Relevant literature will be reviewed, including but not limited to California Natural Diversity Database (CNDDB), California Native Plant Society (CNPS) Inventory of Rare and Endangered Plants, National Wetlands Inventory (NWI), National Hydrography Database (NHD), the Natural Resources Conservation Service (NRCS) Soils Database. The goal of the Biological Resources Impact Analysis will be to characterize the biological resources that are known to occur or that have a potential to occur, and then to assess potential impacts to these resources from the proposed future projects described in the Master Plan and within the Vista Santa Rosa area. A detailed biological resources assessment report will be prepared that describes the potential future project, environmental and regulatory settings, maps broad plant communities and sensitive habitats in the plan area, discusses the potential for jurisdictional features and special -status species to occur on the plan area, wildlife movement corridors and habitat linkages, and assesses the potential impacts from the proposed development to any protected resources that might occur (if any). The mitigation measures will be at a programmatic level and consistent with the City's General Plan to conduct biological resources analysis at the project specific level. However, the report will quantify potential impacts from any specific proposed changes in land use that could alter the quality of wildlife or plant habitats. b. Cultural Resources Analysis A California Historical Resources Information Systems (CHRIS) records search of the approximately 7,700-acre Master Plan Area will be conducted at the South Coastal Information Center (SCIC), which houses cultural records for Riverside County. The purpose of a records search is to identify any previously recorded cultural 49 JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN JZMK SCOPE OF WORK resources; review historical maps of the City; review the Archaeological Resource Directory and Built Environment Resource Directory lists; and gather information on ethnographies. In addition, the lists for the National Register of Historic Places (NRHP), the California Register of Historical Resources (CRHR), and the lists of California State Historical Landmarks, and California Points of Historical Interest will be reviewed. We assume the direct costs associated with the records search will not exceed $1,500. The California Native American Heritage Commission (NAHC) will be contacted for a review of their Sacred Lands File. The NAHC will determine if any NAHC-listed Native American sacred lands are located within or adjacent to the Plan Area. In addition, the NAHC will provide a list of Native American contacts for the Project who should be contacted for additional information. It is assumed any contact with the Native American contacts will occur as part of the government -to -government Native American consultation (AB 52 and SIB 18), described previously. c. Air Quality and Greenhouse Gas Analysis The JZMK team will Air quality, energy and greenhouse gas emissions (GHG) analysis will be prepared as sections within the EIR based on assessment methodologies developed by the South Coast Air Quality Management District (SCAQMD) and accepted industry standards. The Energy analysis will include an evaluation of the energy consumption (electricity, oil, and natural gas) and a review of the project related to the Title 24, Part 6 of the California Code of Regulations, known as the Building Energy Efficiency Standards (Standards), including the CALGreen standards. The Air Quality and GHG analyses will address regional and local air quality; short-term (i.e., construction) emissions; localized construction emissions; long-term (operational) emissions; localized operations; and odorous and toxic contaminants. d. Traffic and Vehicle Miles Traveled Analysis The JZMK team will evaluate the intersection Level of Service at the six intersections. We will prepare intersection LOS calculations for the exiting condition and up to three (3) project alternatives in the AM and PM peak hours to understand existing traffic patterns and understand how the project may affect local traffic conditions and vehicle delay. As part of this analysis, we will also evaluate intersection control for any unsignalized or uncontrolled intersections. Given that the Vista Santa Rosa community is largely agricultural and rural with limited traffic, we could consider testing the LOS at six intersections as representing "typical" configurations at buildout of the Master Plan alternatives to confirm that appropriate intersection geometry and control could accommodate traffic. A summary of the LOS under existing and project alternatives will be summarized in a technical memorandum. Existing conditions would be completed and provided as part of the materials prepared for Task 2e. Our team will prepare the VMT analysis required for the CEQA document. The Riverside County Transportation Model (RIVCOM) is the most appropriate tool to estimate VMT within Riverside County, and all analysis will be consistent with the City of La Quinta PC Resolution 202-006 Vehicle Miles Traveled Thresholds and VMT Policy. A project -level and cumulative level VMT assessment will be conducted utilizing the RIVCOM. The following scenarios are to be analyzed as part of this effort: Baseline (2025) No Project ii. Baseline (2025) Plus Project iii. Cumulative (2045) No Project iv. Cumulative (2045) Plus Project Project Level Assessment For the project level assessment, the JZMK team will utilize off -the -shelf RIVCOM base year VMT data from the proposed Project's respective TAZ and calculate VMT per service population including our VMT estimates to compare against the City's threshold of significance. Cumulative Level Assessment We will also review the RIVCOM and 2024 SCAG RTP/SCS land use assumptions to confirm consistency with the general plan and RTP land use. If the Project is not assumed in the general plan and RTP buildout year land use, a cumulative VMT analysis will be completed. Mitigation If the Project is found to have a significant VMT impact, potential mitigation options will be recommended and discussed with the project team for their inclusion as mitigation. The mitigation strategies will be based on transportation demand management (TDM) measures that have been found to be effective in reducing VMT for the housing uses being developed as part of the Project and in the context of La Quinta, consistent with the requirements in the California Air Pollution Control Officers Association (CAPCOA) Handbook for Analyzing Greenhouse Gas Emission Reductions, Assessing Climate Vulnerabilities, and Advancing health and Equity (2021). The results of this study will be summarized in a draft technical report. The draft report will be submitted to the project team for review. We will respond to up to two rounds of consolidated comments and submit the final version of the report. The JZMK team will also prepare transportation - related metrics to support the Environmental Impact Report (EIR) air quality, greenhouse gas, and noise analyses. Tasks include the following for air quality, greenhouse gas, and noise: i. Air Quality and Greenhouse Gas Emissions Metrics: • Weekend daily vehicle trips and trip generation for the following scenarios: o Existing o Proposed Project with up to Three Project Alternatives • VMT forecasts for the following scenarios: o Existing o Proposed Project with up to Three Project Alternatives • VMT or trips by fleet mix (e.g., % passenger vehicles, % medium -duty trucks, % heavy duty trucks) by referencing the Southern California Association of Governments (SCAG) Model, the ITE Trip Generation Manual, Caltrans Annual Average Daily Trips (AADT) data, or other data sources as available • VMT reductions from Specific Plan Policies thar support transit, bicycles, walking, or from Transportation Demand Management (TDM) ii. Noise Metrics • ADT segment volumes for the roadway segments collected in Task 1 in the traffic study area in tabular format for the following scenarios: o Existing o Future No Project o Future with Project • Fleet mix (auto, medium -duty, and heavy- duty) for the above segments for existing and future timeframes. • Speed limits on the above segments for existing and future timeframes. • Number of lanes for the above segments. e. Noise Impact Analysis The JZMK team will conduct noise measurements and noise modeling; prepare noise contours; and conduct an analysis of potential short- and long- 51 JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN JZMK SCOPE OF WORK term noise and vibration impacts associated with the Master Plan. Deliverables: Draft and Final Biological Resources and Cultural Resources Assessments; AQ/Energy/ GHG and Noise incorporated directly in the EIR, Traffic and Vehicle Miles Traveled Analysis 4. Phase 4: California Environmental Quality Act (CEQA) Environmental Analysis and Document Preparation The JZMK team will prepare a Program Environmental Impact Report (PEIR) that addresses all potential environmental impacts associated with the proposed Master Plan work program. A Program -level EIR will serve as a "tiering document" to facilitate streamlined environmental review and potential exemption of subsequent development, planning, and infrastructure projects undertaken in the city, which are consistent with the Master Plan, pursuant to CEQA Guidelines Section 15182. a. EIR Notice of Preparation/ Initial Study and Scoping Pursuant to the RFP, preparation of an Initial Study (IS) has been included within the proposed work program. However, since it is anticipated that an EIR will be required, the City may choose to forego preparation of an Initial Study pursuant to CEQA Guidelines Section 15060(d), which states if a lead agency can determine an EIR will be clearly required for a project, the agency may skip further initial review and begin work directly on the EIR. The Initial Study will be prepared consistent with the requirements of CEQA and Appendix G of the CEQA Guidelines. The contents of the Initial Study will be consistent with all applicable provisions of CEQA and the CEQA Guidelines. The determination page will conclude the appropriate CEQA action based upon the environmental analysis, anticipated to be preparation of a Program Environmental Impact Report. The Administrative Draft Initial Study will be provided to the City for review. The JZMK team will revise the Initial Study, providing the City with a Second Administrative Draft Initial Study with revisions in tracked changes for ease of review. The JZMK team will prepare and distribute the Notice of Preparation (NOP) and facilitate a Public Scoping Meeting during the NOP review period. The Draft NOP will be provided to the City for review. We will revise the NOP, providing the City with a Second Draft NOP with revisions in tracked changes for ease of review. Upon acceptance by the City, we will finalize the NOP/IS for public distribution. This task includes filing the NOP/IS with the County Clerk, State Clearinghouse through the CEQA Submit portal, and mailing the NOP/IS to a City -approved distribution list. It is assumed City staff will prepare and publish the newspaper notice. Comments received in response to the NOP/IS will be evaluated during the preparation of the EIR. A public scoping meeting is anticipated to be scheduled during the NOP/IS public review period. The JZMK team will prepare presentation materials and facilitate the meeting. The scoping meeting will include an overview of the Master Plan project and the environmental review process, as well as identification of environmental issues that will be addressed in the EIR. After completion of the scoping meeting, we will provide a summary of environmental issues raised. Additional follow-up with agencies, if necessary, will be completed as part of the Administrative Draft EIR preparation. Our team will assist the City in meeting AB 52 and SIB 18 requirements by drafting consultation letters to those Tribes that have previously requested notification from the City regarding projects within the City's jurisdiction and within the Tribe's traditional use area. The letters will be provided to the City for review and sent via certified mail. It is important to note that the consultation required under both AB 52 and SB 18 is between Tribes and the City and the City will be responsible for responding to any requests for consultation received from the Tribes. However, the JZMK team will assist the City with consultation, if such consultation is requested. Deliverables: Administrative Draft, Revised Draft, and Final NOP/IS (digital copy); Filing of NOP/IS at County Clerk; Submittal of NOP/IS and NOC to SCH CEQA Submit portal; Distribution of NOP/IS preparation/facilitation of scoping meeting; AB 52 & SIB 18 certified mail b. Preparation of the Administrative Draft PEIR Prior to the preparation of the Administrative Draft PEIR, the JZMK team will prepare the Project Description for the environmental document. The Project Description is a critical element of the environmental document and establishes the foundation for the technical analysis. The Project Description will detail the Project location and environmental setting, Project characteristics (construction and operation), discretionary actions, and required permits and approvals based on available information. Our team will submit the Project Description to the City for review and approval. We will prepare the Administrative Draft PEIR addressing the required CEQA topics consistent with Appendix G of the CEQA Guidelines for City review and comment. Each environmental topic area will address existing conditions, thresholds of significance, impact analysis/conclusions, and policies/actions and mitigation measures. Cumulative impacts will also be assessed. Up to three alternatives to the proposed project, including the No Project Alternative, as required by CEQA will be analyzed. These alternatives will be described qualitatively and quantitatively and contrasted with the proposed project in terms of the extent that the alternatives can achieve project objectives or reduce adverse impacts. The alternatives options will be provided to City staff for their review prior to the preparation of the Administrative Draft PEIR. Deliverables: Draft Project Description (digital copy); Administrative Draft EIR (digital copy) c. Preparation of the Revised Draft and Public Review Draft PEIR The JZMK team will prepare a Revised Draft PEIR addressing City comments received on Administrative Draft PEIR. We will respond to a second review of the Draft EIR. Upon approval, we will prepare the Draft EIR for the required 45- day public review period. In addition, the Notice of Completion (NOC) and Notice of Availability (NOA) will be prepared. This task includes filing the NOA with the County Clerk and submitting the NOC, Draft EIR, and Appendices to the State Clearinghouse through the CEQA Submit portal. Our team will mail the NOA/NOC to the City -approved distribution list. It is assumed City staff will prepare and publish the newspaper notice. Our budget includes the County Clerk filing fee. Deliverables: Revised Draft PEIR (digital copy); Public Review Draft PEIR (3 hard copies and digital); Submittal of Draft EIR, Appendices, NOC and NOA to SCH CEQA Submit portal; and file NOA at County Clerk; Distribute NOA to City's distribution list d. Preparation of the Final EIR, Findings/ SOC and NOD At the conclusion of the Draft PEIR public review period, the JZMK team will respond to written comments received by the City. Upon completion, copies of the Administrative Final EIR will be forwarded to the City for review. The Final EIR document, which will be separately bound, will include the comment letters, responses, revisions, or Errata to the Draft (text to be revised will be shown as an excerpt demarcated with underline for new text and strikethrough for deleted text), and Mitigation Monitoring and Reporting Program (MMRP), if required. We assume one round of City review of the Administrative Final EIR and one round of City 53 JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN review of the Revised (Screencheck) Final EIR prior to public release. At this time, the extent of public and agency comments that will result from the review process is unknown. This task assumes a maximum budget of staff time for the preparation of responses by the JZMK team. The scope of work does not assume supplemental technical studies or extensive additional analysis will be required to provide responses to comments. If it is determined that supplemental technical studies or additional analysis are needed, our team will work with the City to determine the associated scope of work and additional funding necessary. CEQA Findings of Fact/Statement of Overriding Considerations (Findings) will be prepared that identify each potentially significant and significant impact, describe mitigation for the impact, and the resultant level of significance after mitigation. The Findings will identify each alternative and, if the alternative was not selected as the proposed project, identify why the alternative was not feasible, and considerations for not selecting the alternative. For each significant and unavoidable impact, the Findings will identify economic, legal, social, technical, or other defensible reasons why the project should be approved despite the significant effects of the project. The JZMK team will prepare and file a Notice of Determination (NOD) with the County Clerk and State Clearinghouse within five days of EIR certification and project approval. Our budget includes the filing fees for the County Clerk; however, any applicable California Department of Fish and Wildlife (CDFW) fees are excluded. Deliverables: Administrative Draft Final PEIR (digital copy); Screencheck Draft Final PEIR (digital copy); Final PEIR (3 hard copies and digital); Draft and Final Findings and Statement of Overriding Considerations (digital copy); Prepare and file NOD e. Public Hearings and Meetings The JZMK team will participate in progress/ project conference calls and/or meetings with City staff, as necessary. For budgeting purposes, the following meetings are assumed: I. One (1) kickoff meeting with City staff specific to the EIR; ii. Up to two (2) public hearings; and iii. Conference calls with City staff to discuss work program and progress, resolve any issues, review comments on administrative documents, and/or receive any necessary direction. We have assumed up to two (2) of our team members will attend the hearings. THE INDIVIDUALS EXECUTING THIS AGREEMENT REPRESENT THEY HAVE READ AND UNDERSTOOD ITS PROVISIONS, AND THAT THEY ARE AUTHORIZED TO BIND THE PARTIES FOR WHICH THEY SIGN. JZMK PARTNERS City of La Quinta By: Andrew Watkins, AIA AICP LEED AP Title: Partner I President Title: Date: Date: License Number: C34720 SCHEDULE / TIMELINE J Z M K P A R T N E R S 57 JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN SCHEDULE J Z M K _Milestone Primary Responsibility Working Period Support 2026 YN 0 o o aNNus n `> o 0 OU OUN I ❑oo zco>7 z[o>O ❑roN0N ¢z 16 & W c6 o 'o & W 1b Z Z ❑Um N o h ro z0o ro u> Ste SubTask No0N Vh N N & O N M> N 1 Phase 1: Community Outreach Strategy a Project Kick -Off Meeting b Public Engagement Plan (PIP) c Website Content and Digital Surveys d Stakeholder Engagement (5) e Community Meetings/ Public Workshops (3) , ■ . f Reoccurring Bi-Weekly Meetings 2 Phase 2: Master Plan a Existing Document Review , b Existing Conditions Analysis c Existing Utilities Analysis d Demographic Studies & Analysis e Existing Conditions Summary ■ f Three (3) Conceptual Alternatives g Design Guidelines h Market Analysis for Three (3) Altternatives , i Final Draft Master Plan , ■ 3 Phase 3: Special Studies a Biological Resources Analysis b Cultural Resources Analysis c Air Quality and Greenhouse Gas Analysis d Traffic and Vehicle Miles Traveled Analysis e Noise Impact Analysis ase 4: California Environmental Quality Act (CEQA) Environmental a EIR Notice of Preparation/ Initial Study and Scoping b Preparation of the Administratieve Draft PEIR c Preparation of the Revised Draft and Public Review Draft PEIR d Preparation of Final EIR, Findings/ SOC and NOD e Public Hearings and Meetings 59 JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN J Z M K SCHEDULE 2027 O0 O> d Q Q T T T T C C C m m m Q Q Q > O > O > O U U U U N N N rn z _ rn rn rn O O O O o z z z ❑ ❑ ❑ Step SubTask N m r a N N LL LL ¢ Q Q (n O c2u'1 Z Z N T ❑ t2 O I� rn W ❑ LL N W N N N h N N N N N N m N M O N N V N W N N O N N 1 Phase 1: Community Outreach Strategy a Project Kick -Off Meeting b Public Engagement Plan (PIP) c Website Content and Digital Surveys d Stakeholder Engagement (5) e Community Meetings/ Public Workshops (3) f Reoccurring Bi-Weekly Meetings I 2 Phase 2: Master Plan a Existing Document Review , b Existing Conditions Analysis c Existing Utilities Analysis d Demographic Studies & Analysis e Existing Conditions Summary f Three (3) Conceptual Alternatives g Design Guidelines h Market Analysis for Three (3) Altternatives , i Final Draft Master Plan , 3 Phase 3: Special Studies a Biological Resources Analysis b Cultural Resources Analysis c Air Quality and Greenhouse Gas Analysis d Traffic and Vehicle Miles Traveled Analysis e Noise Impact Analysis 4 Phase 4: California Environmental Quality Act CEQA Environmental Analysis and Document Preparation a EIR Notice of Preparation/ Initial Study and Seeping ■ b Preparation of the Administratieve Draft PEIR c Preparation of the Revised Draft and Public Review Draft PEIR _ d Preparation of Final EIR, Findings/ SOC and NOD ■ e Public Hearings and Meetings 61 1 0 JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN J Z M K FEE SCHEDULE HOURLY RATES Vista Santa Rosa Master Plan HOURLY RATE 5 Task Fee Hours 1 Phase 1: Community Outreach Strategy Average hourly billable rates for: a Project Kick -Off Meeting $ 7,700 37 b Public Engagement Plan (PIP) $ 7,400 36 Partner $325.00 c Website Content and Digital Surveys $ 24,700 124 d Stakeholder Engagement (5) $ 12,400 59 e Community Meetings/ Public Workshops (3) $ 46,500 202 Principal $275.00 f Reoccurring Bi-Weekly Meetings $ 35,400 161 Task 1 Subtotal $ 134,100 618 Studio Manager/Director $250.00 2 Phase 2: Master Plan Senior Designer/Senior Project Manager $230.00 a Existing Document Review $ 23,100 115 b Existing Conditions Analysis $ 15,700 82 c Existing Utilities Analysis $ 28,200 140 Project Manager $220.00 d Demographic Studies & Analysis $ 19,400 96 e Existing Conditions Summary $ 53,200 266 Senior Planner $210.00 f Three (3) Conceptual Alternatives $ 168,400 846 g Design Guidelines $ 33,100 161 h Market Analysis for Three (3) Altternatives $ 29,300 145 Planner 2 $190.00 i Final Draft Master Plan $ 70,400 357 Task 2 Subtotal $ 440,800 2,207 Senior Job Captain $185.00 3 Phase 3: Special Studies Job Captain $180.00 a Biological Resources Analysis $ 13,300 66 b Cultural Resources Analysis $ 14,000 69 c Air Quality and Greenhouse Gas Analysis $ 15,600 77 Intermediate Designer $175.00 d Traffic and Vehicle Miles Traveled Analysis $ 65,300 326 e Noise Impact Analysis $ 15,600 77 Technical Designer/ Planner 1 $160.00 Task 3 Subtotal $ 123,800 615 4 Phase 4: California Environmental Quality Act (CEQA) Environmental Analysis and Project Accountant/Graphic Designer/Intern $125.00 Document Preparation a EIR Notice of Preparation/ Initial Study and Scoping $ 33,000 165 Administrative $105.00 b Preparation of the Administratieve Draft PEIR $ 77,100 385 c Preparation of the Revised Draft and Public Review E $ 48,200 241 d Preparation of Final EIR, Findings/ SOC and NOD $ 20,500 102 e Public Hearings and Meetings $ 8,700 43 Task 4 Subtotal $ 187,500 937 Total Fee $ 886,200 4378 65 SUBCONTRACTING SERVICES I r •Ilhi ►' �I r 1 J Z M K P A R T N E R S 67 JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN THE TEAM JZMK P A R T N E R S Architecture + Planning JZMK Partners is a boutique architecture, planning, and urban design firm specializing in community -focused master planning and public -agency work. Our approach is intentionally collaborative and customized, allowing us to assemble a project -specific team tailored to the unique needs of each community. For the Vista Santa Rosa Master Plan, JZMK Partners serves as lead planner and coordinator, integrating outreach, technical studies, and policy guidance into a cohesive and implementable framework. Our long-standing relationships with trusted subconsultants support a seamless, efficient process grounded in shared experience and mutual respect. De Novo Planning Group ME A Land Use Planning, Design, and Environmental Firm Role: Public Outreach Strategy I Community Engagement De Novo Planning Group leads culturally responsive, bilingual community outreach and facilitation efforts. Their experience working with diverse communities ensures inclusive engagement and meaningful participation that directly informs planning decisions. Fehr& Peers Role: Transportation I Traffic I Mobility Planning Fehr & Peers provides transportation planning expertise including traffic analysis, vehicle miles traveled (VMT) evaluation, and multimodal mobility strategies. Their work supports safe, efficient circulation aligned with land use planning and long-term community goals. SHERWOOD DESIGN ENGINEERS Role: Water Resources I Environmental Planning I Infrastructure Analysis Sherwood Design Engineers supports the Master Plan with expertise in water supply assessment, environmental considerations, and infrastructure planning. Their integrated approach strengthens the technical foundation of the plan and supports regulatory compliance and future CEQA documentation. C Economic & Planning Systems, Inc. The Economics of Land Use Role: Fiscal Impact Analysis I Economic Feasibility I Market Analysis EPS provides fiscal and economic analysis to support land use alternatives, infrastructure planning, and long-term feasibility of the Master Plan. With decades of experience working with cities throughout California, EPS delivers clear, defensible analysis that supports informed decision -making and public policy. JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN JZMK DISCLOSURES P A R T N E R S DISCLOSURE STATEMENT JZMK Partners affirms that there have been no significant prior or ongoing agreement failures, and no civil or criminal litigation, investigations, or legal proceedings pending or concluded within the past five (5) years in which the firm has been judged guilty or liable. JZMK Partners has no negative history to disclose. 71 JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN JZMK INSURANCE STATEMENT P A R T N E R S JZMK Partners acknowledges and agrees that, if selected, we will procure and maintain all required insurance coverage and provide indemnification in full compliance with the City of La Quinta's Agreement for Contract Services, including the minimum insurance limits and indemnification provisions set forth in Exhibits E and F, respectively, as included in Attachment 1 of the Request for Proposals. ACKNOWLEDGMENT OF INSURANCE REQUIREMENTS 73 JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN NON -COLLUSION AFFIDAVIT ,4aQuita - ( aw uanu - ATTACHMENT 3 NON -COLLUSION AFFIDAVIT FORM Must be executed by proposer and submitted with the proposal Andrew Watkins am Partner / President (Title) (name) hereby declare as follows: of JZMK Partners (Company) the party making the foregoing proposal, that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived, or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from proposing; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any other proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the agreement of anyone interested in the proposed agreement; that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative hereto, or paid, and will not pay, any fee to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof to effectuate a collusive or sham proposal. I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Proposer Signature: Proposer Name: Proposer Title: Company Name: Address: Andrew Watkins Partner / President JZMK Partners 3080 Bristol Street Suite 350 Costa Mesa CA 92626 Page 1 of 1 75 JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN ACKNOWLEDGEMENT OF RECEIPT OF ADDENDA �W QLLNNW ATTACHMENT 4 Must be executed by proposer and submitted with the proposal; If no addenda has been issued, mark "N/A" under Addendum No. indicating Not Applicable and sign ADDENDUM NO. I SIGNATURE INDICATING RECEIPT Addendum Number 1 ACKNOWLEDGEMENT OF ADDENDA Page 1 of 1 77 J Z M K a PROFESSIONAL SERVICES AGREEMENT P A R T N E P, 79 ATTACHMENT 1 AGREEMENT FOR CONTRACT SERVICES This Agreement for Contract Services (the "Agreement") is made and entered into by and between the City of La Quinta, ("City"), a California Municipal Corporation and Charter City organized under the Constitution and laws of the State of California with its principal place of business at 78495 Calle Tampico, La Quinta, California 92253, and [insert name and type of business entity, e.g. sole proprietorship, California Limited Liability Corporation, etc], with a place of business at ("Contracting Party"). The parties hereto agree as follows: SERVICES OF CONTRACTING PARTY. 1.1 Scope of Services. In compliance with all terms and conditions of this Agreement, Contracting Party shall provide those services related to , as specified in the "Scope of Services" attached hereto as "Exhibit A" and incorporated herein by this reference (the "Services"). Contracting Party represents and warrants that Contracting Party is a provider of first Glass work and/or oer.,ines and Gentran+inn Dart., is experienced in performing the Services contemplated herein and, in light of such status and experience, Contracting Party covenants that it shall follow industry standards in performing the Services required hereunder,d that all materials, aY,e e oquality, if nwill be good purpose fit for the prpose inteRderl For purposes of this Agreement, the phrase "industry standards" shall mean_: Standard of Care: The standard of care for all professional services performed or furnished by Consultant under this Agreement will be the care and skill used by members of Consultant's profession practicing under similar circumstances at the same time and in the same locality. Consultant makes no warranties, express or implied, under this Agreement or otherwise. in connection with Consultant's services.these standards of iDrantiGe Compliance with Law. All Services rendered hereunder shall be provided in accordance with all -applicable ordinances, resolutions, statutes, rules, regulations, and laws in effect at the execution date of contract of the City and any Federal, State, or local governmental agency of competent jurisdiction. 1.2 Wage and Hour Compliance. Contracting Party shall comply with applicable Federal, State, and local wage and hour laws. 1.3 Licenses, Permits, Fees and Assessments. Except as otherwise specified herein, Contracting Party shall obtain at its sole cost and expense such licenses, permits, and approvals as may be required by law for the performance of the Services required by this Agreement, including a City of La Quinta business license. Contracting Party and its employees, agents, and subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required for the performance of the Services required by this Agreement. Contracting Party shall have the sole obligation to pay for any fees, assessments, and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for the performance of the Services required by this Agreement, and shall indemnify, defeRd (with nei insel selented by Gity), and hold City, its elected officials, officers, employees, and agents, free and harmless against any such fees, assessments, taxes, penalties, or interest levied, assessed, or imposed against City hereunder. Contracting Party shall be responsible for all subcontractors' compliance with this Section. 1.4 Familiarity with Work. By executing this Agreement, Contracting Party warrantsacknowledges that (a) it has theroi ghly investigated and considered the Services to be performed, (b) it has investigated -visited the site where the Services are to be performed, if any, and fu*acquainted itself with the general visible and accessible conditions there existing, (c) it has carefully considered how the Services should be performed, and (d) it fu4j-understands the general visible and accessible facilities, difficulties, and restrictions attending performance of the Services under this Agreement. Should Contracting Party discover any latent or unknown conditions materially differing from those inherent in the Services or as represented by City, Contracting Party shall immediately inform City of such fact and shall not proceed except at Contracting Party's risk until written instructions are received from the Contract Officer, or assigned designee (as defined in Section 4.2 hereof). 1.5 Standard of Care. Contracting Party acknowledges and understands that the Services contracted for under this Agreement require specialized skills and abilities and that, consistent with this understanding, Contracting Party's work will be held to an industry standard of quality and workmanship. Consistent with Section 1.5 hereinabove, Contracting Party represents to City that it holds the necessary skills and abilities to satisfy the industry standard of quality as set forth in this Agreement. GeRtrantipn Party shall materials,adept reasonable metheds duriRg the life ef this AgreemeRt W fLJFRffish GE)RtiRLJE)LJ&- papers and ether nomponents thereof to prevent losses er damages and shall he by City, eXGept SUGh losses or damages as may be Gaused by City's own negligenGe. The performance of Services by Contracting Party shall not relieve Contracting Party from any obligation to correct any incomplete, inaccurate, or defective work at no further cost to City, when such inaccuracies are due to the negligence of Contracting Party. If, due to the Consultants error, any required item or component of the protect is omitted from the Consultants construction documents, the Consultant shall not be responsible for paving the cost to add such item or component to the extent that such item or component would have otherwise been necessary to the project or otherwise adds value or betterment to the project. In no event will the Consultant be responsible for any cost or expense that provides betterment, upgrade or enhancement of the protect. 1.6 Additional Services. In accordance with the terms and conditions of this Agreement, Contracting Party shall perform services in addition to those specified in the Scope of Services ("Additional Services") only when directed to do so by the Contract Officer, or assigned designee, provided that Contracting Party shall not be required to perform any Additional Services without compensation. Contracting Party shall not perform any Additional Services until receiving prior written authorization through a duly executed written amendment or change order from the Contract Officer, or assigned designee, incorporating therein any adjustment in (i) the Contract Sum, in accordance with Section 2.3 of this Agreement, and/or (ii) the time to perform this Agreement, which said adjustments are subject to the written approval of Contracting Party. It is expressly understood by Contracting Party that the provisions of this Section shall not apply to the Services specifically set forth in the Scope of Services or reasonably contemplated -2- rn therein. It is specifically understood and agreed that oral requests and/or approvals of Additional Services shall be barred and are unenforceable. Failure of Contracting Party to secure the Contract Officer's, or assigned designee's written, authorization for Additional Services shall constitute a waiver of any and all right to adjustment of the Contract Sum or time to perform this Agreement, whether by way of compensation, restitution, quantum meruit, or the like, for Additional Services provided without the appropriate authorization from the Contract Officer, or assigned designee. Special Requirements. Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in "Exhibit D" (the "Special Requirements"), which is incorporated herein by this reference and expressly made a part hereof. In the event of a conflict betwWeen the provisions of the Special Requirements and any other provisions of this Agreement, the provisions of the Special Requirements shall govern. 2. COMPENSATION. 2.1 Contract Sum. For the Services rendered pursuant to this Agreement, Contracting Party shall be compensated in accordance with "Exhibit B" (the "Schedule of Compensation") in a total amount not to exceed Dollars ($ ), for the life of the Agreement, encompassing the Initial and any Extended Terms (the "Contract Sum"), except as provided in Section 1.7. The method of compensation set forth in the Schedule of Compensation may include a lump sum payment upon completion, payment in accordance with the percentage of completion of the Services, payment for time and materials based upon Contracting Party's rate schedule, but not exceeding the Contract Sum, or such other reasonable methods as may be specified in the Schedule of Compensation. The Contract Sum shall include the attendance of Contracting Party at all project meetings reasonably deemed necessary by City; Contracting Party shall not be entitled to any additional compensation for attending said meetings. Compensation may include reimbursement for actual and necessary expenditures for reproduction costs, transportation expense, telephone expense, and similar costs and expenses when and if specified in the Schedule of Compensation. Regardless of the method of compensation set forth in the Schedule of Compensation, Contracting Party's overall compensation shall not exceed the Contract Sum, except as provided in Section 1.7 of this Agreement. 2.2 Method of Billing & Payment. Any month in which Contracting Party wishes to receive payment, Contracting Party shall submit to City no later than the tenth (10th) working day of such month, in the form approved by City's Finance Director, an invoice for Services rendered prior to the date of the invoice. Such invoice shall (1) describe in detail the Services provided, including time and materials, and (2) specify each staff member who has provided Services and the number of hours assigned to each such staff member. Such invoice shall contain a certification by a principal member of Contracting Party specifying that the payment requested is for Services performed in accordance with the terms of this Agreement. Upon approval in writing by the Contract Officer, or assigned designee, and subject to retention pursuant to Section 8.3, City will pay Contracting Party for all items stated thereon which are approved by City pursuant to this Agreement no later than thirty (30) days after invoices are received by the City's Finance Department. -3- 2.3 Compensation for Additional Services. Additional Services approved in advance by the Contract Officer, or assigned designee, pursuant to Section 1.7 of this Agreement shall be paid for in an amount agreed to in writing through a duly executed amendment or change order by both City and Contracting Party in advance of the Additional Services being rendered by Contracting Party. Any compensation for Additional Services amounting to five percent (5%) of the Contract Sum or Fifteen Thousand Dollars ($15,000), whichever is less, may be approved by the Contract Officer, or assigned designee. Any greater amount of compensation for Additional Services must be approved by the La Quinta City Council, the City Manager, or Department Director, depending upon City laws, regulations, rules and procedures concerning public contracting. Under no circumstances shall Contracting Party receive compensation for any Additional Services without prior written approval through a duly executed amendment or change order for the Additional Services is obtained from the Contract Officer, or assigned designee, pursuant to Section 1.7 of this Agreement. 3. PERFORMANCE SCHEDULE. 3.1 Time of Essence. In accord with the industry SOC, Time is of the essence in the performance of this Agreement. If the Services are not completed in accordance with the Schedule of Performance, as set forth in Section 3.2 and "Exhibit it is understood that the City will suffer damage. 3.2 Schedule of Performance. All Services rendered pursuant to this Agreement shall endeavor to be performed diligently and within the time period established in "Exhibit C" (the "Schedule of Performance"). Extensions to the time period specified in the Schedule of Performance may be approved in writing by the Contract Officer, or assigned designee. 3.3 Force Maieure. The time period specified in the Schedule of Performance for performance of the Services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of Contracting Party, including, but not restricted to, acts of God or of the public enemy, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes, freight embargoes, acts of any governmental agency other than City, and unusually severe weather, if Contracting Party shall within ten (10) days of the commencement of such delay notify the Contract Officer, or assigned designee, in writing of the causes of the delay. The Contract Officer, or assigned designee, shall ascertain the facts and the extent of delay, and extend the time for performing the Services for the period of the forced delay when and if in the Contract Officer's judgment such delay is justified, and the Contract Officer's determination, or assigned designee, shall be final and conclusive upon the parties to this Agreement. Extensions to time period in the Schedule of Performance which are determined by the Contract Officer, or assigned designee, to be justified pursuant to this Section shall not entitle the Contracting Party to additional compensation in excess of the Contract Sum. 3.4 Term. Unless earlier terminated in accordance with the provisions in Article 8.0 of this Agreement, the term of this agreement shall commence on , 2024, and terminate on , 20 ("Initial Term"). This -5- Agreement may be extended for additional year(s) upon mutual agreement by both parties ("Extended Term"), and executed in writing. 4. COORDINATION OF WORK. 4.1 Representative of Contracting Party. The following principals of Contracting Party ("Principals") are hereby designated as being the principals and representatives of Contracting Party authorized to act in its behalf with respect to the Services specified herein and make all decisions in connection therewith: (a) Name Telephone No.: Email: (b) Name Telephone No.: Email: It is expressly understood that the experience, knowledge, capability, and reputation of the foregoing Principals were a substantial inducement for City to enter into this Agreement. Therefore, the foregoing Principals shall be responsible during the term of this Agreement for directing all activities of Contracting Party and devoting sufficient time to personally supervise the Services hereunder. For purposes of this Agreement, the foregoing Principals may not be changed by Contracting Party and no other personnel may be assigned to perform the Services required hereunder without the express written approval of City. 4.2 Contract Officer. The "Contract Officer", otherwise known as [ENTER NAME OF DEPARTMENT MANAGER OR DIRECTOR] or assigned designee may be designated in writing by the City Manager of the City. It shall be Contracting Party's responsibility to assure that the Contract Officer, or assigned designee, is kept informed of the progress of the performance of the Services, and Contracting Party shall refer any decisions, that must be made by City to the Contract Officer, or assigned designee. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer, or assigned designee. The Contract Officer, or assigned designee, shall have authority to sign all documents on behalf of City required hereunder to carry out the terms of this Agreement. 4.3 Prohibition Against Subcontracting or Assignment. The experience, knowledge, capability, and reputation of Contracting Party, its principals, and its employees were a substantial inducement for City to enter into this Agreement. Except as set forth in this Agreement, Contracting Party shall not contract or subcontract with any other entity to perform in whole or in part the Services required hereunder without the express written approval of City. In addition, neither this Agreement nor any interest herein may be transferred, assigned, conveyed, hypothecated, or encumbered, voluntarily or by operation of law, without the prior written approval of City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty five percent (25%) of the present ownership and/or control of Contracting Party, taking all transfers into account on a cumulative basis. Any attempted or purported assignment or contracting or subcontracting by Contracting Party without City's express written approval shall be null, void, and of no effect. No approved transfer shall release Contracting Party of any liability hereunder without the express consent of City. 4.4 Independent Contractor. Neither City nor any of its employees shall have any control over the manner, mode, or means by which Contracting Party, its agents, or its employees, perform the Services required herein, except as otherwise set forth herein. City shall have no voice in the selection, discharge, supervision, or control of Contracting Party's employees, servants, representatives, or agents, or in fixing their number or hours of service. Contracting Party shall perform all Services required herein as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Contracting Party shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. City shall not in any way or for any purpose become or be deemed to be a partner of Contracting Party in its business or otherwise or a joint venture or a member of any joint enterprise with Contracting Party. Contracting Party shall have no power to incur any debt, obligation, or liability on behalf of City. Contracting Party shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. Except for the Contract Sum paid to Contracting Party as provided in this Agreement, City shall not pay salaries, wages, or other compensation to Contracting Party for performing the Services hereunder for City. City shall not be liable for compensation or indemnification to Contracting Party for injury or sickness arising out of performing the Services hereunder. Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Contracting Party and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in the California Public Employees Retirement System ("PERS") as an employee of City and entitlement to any contribution to be paid by City for employer contributions and/or employee contributions for PERS benefits. Contracting Party agrees to pay all required taxes on amounts paid to Contracting Party under this Agreement, and to indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Contracting Party shall fully comply with the workers' compensation laws regarding Contracting Party and Contracting Party's employees. Contracting Party further agrees to indemnify and hold City harmless from any failure of Contracting Party to comply with applicable workers' compensation laws. City shall have the right to offset against the amount of any payment due to Contracting Party under this Agreement any amount due to City from Contracting Party as a result of Contracting Party's failure to promptly pay to City any reimbursement or indemnification arising under this Section. 4.5 Identity of Persons Performing Work. Contracting Party represents that it employs or will employ at its own expense all personnel required for the satisfactory performance of any and all of the Services set forth herein. Contracting Party represents that the Services required herein will be performed by Contracting Party or under its direct JZMK PROPOSAL VISTA SA, 606,Q, 96ts Utliat all personnel engaged in such work shall be fully qualified and shall be authorized and permitted under applicable State and local law to perform such tasks and services. 4.6 City Cooperation. City shall provide Contracting Party with any plans, publications, reports, statistics, records, or other data or information pertinent to the Services to be performed hereunder which are reasonably available to Contracting Party only from or through action by City. Consultant shall be entitled to rely on the adequacy and accuracy of information provided by Client or Client's consultants. Consultant shall coordinate such information solely for interface with its services and shall notify Client of any errors actually identified in such information. Consultant shall not be responsible for the acts or omissions of the Client, Owner, Contractors, other consultants and their respective agents or employees, or any other persons or entities performing work on the Protect who are not under the direct control or authority of Consultant. 5. INSURANCE. 5.1 Insurance. Prior to the beginning of any Services under this Agreement and throughout the duration of the term of this Agreement, Contracting Party shall procure and maintain, at its sole cost and expense, and submit concurrently with its execution of this Agreement, policies of insurance as set forth in "Exhibit E" (the "Insurance Requirements") which is incorporated herein by this reference and expressly made a part hereof. 5.2 Proof of Insurance. Contracting Party shall provide Certificate of Insurance to Agency along with all required endorsements. Certificate of Insurance and endorsements must be approved by Agency's Risk Manager prior to commencement of performance. 6. INDEMNIFICATION. 6.1 Indemnification. To the fullest extent permitted by law in accord with California Civil Code 2782.8, Contracting Party shall indemnify, rete^+ defend (with Eeunsel- seleEted by City), and hold harmless City and any and all of its officers, employees, agents, and „elunteers as set forth in "Exhibit F" ("Indemnification") which is incorporated herein by this reference and expressly made a part hereof. 7. RECORDS AND REPORTS. 7.1 Reports. Contracting Party shall periodically prepare and submit to the Contract Officer, or assigned designee, such reports concerning Contracting Party's performance of the Services required by this Agreement as the Contract Officer, or assigned designee, shall require. Contracting Party hereby acknowledges that City is greatly concerned about the cost of the Services to be performed pursuant to this Agreement. For this reason, Contracting Party agrees that if Contracting Party becomes aware of any facts, circumstances, techniques, or events that may or will materially increase or decrease the cost of the Services contemplated herein or, if Contracting Party is providing design services, the cost of the project being designed, Contracting Party shall promptly notify the Contract Officer, or assigned designee, of said fact, circumstance, technique, or event and the estimated increased or decreased cost related -8- thereto and, if Contracting Party is providing design services, the estimated increased or decreased cost estimate for the project being designed. 7.2 Records. Contracting Party shall keep, and require any subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports (including but not limited to payroll reports), studies, or other documents relating to the disbursements charged to City and the Services performed hereunder (the "Books and Records"), as shall be necessary to perform the Services required by this Agreement and enable the Contract Officer, or assigned designee, to evaluate the performance of such Services. Any and all such Books and Records shall be maintained in accordance with generally accepted accounting principles and shall be complete and detailed. The Contract Officer, or assigned designee, shall have full and free access to such Books and Records at all times during normal business hours of City, including the right to inspect, copy, audit, and make records and transcripts from such Books and Records. Such Books and Records shall be maintained for a period of three (3) years following completion of the Services hereunder, and City shall have access to such Books and Records in the event any audit is required. In the event of dissolution of Contracting Party's business, custody of the Books and Records may be given to City, and access shall be provided by Contracting Party's successor in interest. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds Ten Thousand Dollars ($10,000.00), this Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of City, for a period of three (3) years after final payment under this Agreement. 7.3 Ownership of Documents. Only upon full payment for all services rendered, All drawings, specifications, maps, designs, photographs, studies, surveys, data, notes, computer files, reports, records, documents, and other materials plans, drawings, estimates, test data, survey results, models, renderings, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings, digital renderings, or data stored digitally, magnetically, or in any other medium prepared or caused to be prepared by Contracting Party, its employees, subcontractors, and agents in the performance of this Agreement (the "Documents and Materials") shall be the property of City and shall be delivered to City upon request of the Contract Officer, or assigned designee, or upon the expiration or termination of this Agreement, and Contracting Party shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of ownership use, reuse, or assignment of the Documents and Materials hereunder. Any use, reuse or assignment of such completed Documents and Materials for other projects and/or use of uncompleted documents witheut oPonifiGT7iG WFicternr a therizatinn by Gen+raGting Party -will be at City's sole risk and without liability, cost or expense to Contracting Party, and Contracting Party's guarantee and warranties shall not extend to such use, revise, or assignment. Contracting Party may retain copies of such Documents and Materials for its own use. Contracting Party shall have an unrestricted right to use the concepts embodied therein. All subcontractors shall provide for assignment to City of any Documents and Materials prepared by them, and in the event Contracting Party fails to secure such assignment, Contracting Party shall indemnify City for all damages resulting therefrom. 7.4 In the event City or any person, firm, or corporation authorized by City reuses said Documents and Materials without written verification or adaptation by Contracting Party for the specific purpo intended., a;d-causes to be made or mak 86 -1O- 87 7.4 changes or alterations in said Documents and Materials, -City hereby defends, indemnifies, releases, discharges, and exonerates Contracting Party from liability resulting from said rho reuse or modification.. The provisions of this clause shall survive the termination or expiration of this Agreement and shall thereafter remain in full force and effect. 7.5 Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, rights of reproduction, and other intellectual property embodied in the Documents and Materials. Contracting Party shall require all subcontractors, if any, to agree in writing that City is granted a non-exclusive and perpetual license for the Documents and Materials the subcontractor prepares under this Agreement. Contracting Party represents and warrants that Contracting Party has the legal right to license any and all of the Documents and Materials. Contracting Party makes no such representation and warranty in regard to the Documents and Materials which were prepared by design professionals other than Contracting Party or provided to Contracting Party by City. City shall not be limited in any way in its use of the Documents and Materials at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 7.6 Release of Documents. The Documents and Materials shall not be released publicly without the prior written approval of the Contract Officer, or assigned designee, or as required by law. Contracting Party shall not disclose to any other entity or person any information regarding the activities of City, except as required by law or as authorized by City. 7.7 Confidential or Personal Identifying Information. Contracting Party covenants that all City data, data lists, trade secrets, documents with personal identifying information, documents that are not public records, draft documents, discussion notes, or other information, if any, developed or received by Contracting Party or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Contracting Party to any person or entity without prior written authorization by City or unless required by law. City shall grant authorization for disclosure if required by any lawful administrative or legal proceeding, court order, or similar directive with the force of law. All City data, data lists, trade secrets, documents with personal identifying information, documents that are not public records, draft documents, discussions, or other information shall be returned to City upon the termination or expiration of this Agreement. Contracting Party's covenant under this section shall survive the termination or expiration of this Agreement. 8. ENFORCEMENT OF AGREEMENT. 8.1 California Law. This Agreement shall be interpreted, construed, and governed both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim, or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Riverside, State of California, or any other appropriate court in such county, and Contracting Party covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. 8.2 Disputes. In the event of any dispute arising under this Agreement, the injured party shall notify the injuring party in writing of its contentions by submitting a claim therefore. The injured party shall continue performing its obligations hereunder so long as the injuring party commences to cure such default within ten (10) days of service of such notice and completes the cure of such default within forty-five (45) days after service of the notice, or such longer period as may be permitted by the Contract Officer, or assigned designee; provided that if the default is an immediate danger to the health, safety, or general welfare, City may take such immediate action as City deems warranted. Compliance with the provisions of this Section shall be a condition precedent to termination of this Agreement for cause and to any legal action, and such compliance shall not be a waiver of any party's right to take legal action in the event that the dispute is not cured, provided that nothing herein shall limit City's right to terminate this Agreement without cause pursuant to this Article 8.0. During the period of time that Contracting Party is in default, City shall hold at1--invoices related solely to the default, and shall, when the default is cured, proceed with payment on the invoices. IR the alternative, City may, On its sole discretiOR, elect to pay some or all of the outstandin_g invoices during any period of default. 8.3 Retentmen of Funds. City may withheld from any menies payab! .._. &.48.3 Waiver. No delay or omission in the exercise of any right or remedy of a non -defaulting party on any default shall impair such right or remedy or be construed as a waiver. City's consent or approval of any act by Contracting Party requiring City's consent or approval shall not be deemed to waive or render unnecessary City's consent to or approval of any subsequent act of Contracting Party. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. 8-58.4 Rights and Remedies are Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party. Legal Action. In addition to any other rights or remedies, either party may take legal action, at law or at equity, to cure, correct, or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. W8.6 Termination Prior To Expiration of Term. This Section shall govern any termination of this Agreement, except as specifically provided in the following Section for -11- -12- termination for cause. City reserves the right to terminate this Agreement at any time, with or without cause, upon thirty (30) days' written notice to Contracting Party. Upon receipt of any notice of termination, Contracting Party shall immediately cease all Services hereunder except such as may be specifically approved by the Contract Officer, or assigned designee. Contracting Party shall be entitled to compensation for all Services rendered prior to receipt of the notice of termination and for any Services authorized by the Contract Officer, or assigned designee, thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer, or assigned designee, except amounts held as a retention pursuant to this Agreement. Consultant may terminate upon 7 days written notice of uncured material breach. 8.7 Termination for Default of Contracting Party. If termination is due to the failure of Contracting Party to fulfill its obligations under this Agreement, Contracting Party shall vacate any City -owned property which Contracting Party is permitted to occupy hereunder and City may, after compliance with the provisions of Section 8.2, take over the Services and prosecute the same to completion by contract or otherwise, apd GGRtFaGtiRg Party shall be liable to the eXteRt that the t9tal GGSt fGF GempletieR ef the SerViGes required hereURder eXGeeds the GeFnpeRSatiGR hereiR stipulated (provided that City shall Lice reasonable efforts -te mitigate SUGh damages) andCity may withhold any payments to Contracting Party for the purpose of setoff or partial payment of the amounts owed City. 9. If the Consultant for any reason does not complete all the services contemplated by this agreement, the Consultant cannot be responsible for the accuracy, completeness or workability of the contract documents prepared by the Consultant if used, modified or completed by another warty or the Client. Accordingly, the Client agrees, to the fullest extent permitted by law, to indemnify, defend and hold the Consultant harmless from any claim, liability or cost (including reasonable attorneys fees and defense costs) for injury or loss arising or allegedly arising from such reuse, modification or completion made by any party to any contract documents prepared by the Consultant. 9.1 Attorneys' Fees. If either party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which may be granted, whether legal or equitable, shall be entitled to reasonable attorneys' fees; provided, however, that the attorneys' fees awarded pursuant to this Section shall not exceed the hourly rate paid by City for legal services multiplied by the reasonable number of hours spent by the prevailing party in the conduct of the litigation. Attorneys' fees shall include attorneys' fees on any appeal, and in addition a party entitled to attorneys' fees shall be entitled to all other reasonable costs for investigating such action, taking depositions and discovery, and all other necessary costs the court allows which are incurred in such litigation. All such fees shall be deemed to have accrued on commencement of such action and shall be enforceable whether or not such action is prosecuted to judgment. The court may set such fees in the same action or in a separate action brought for that purpose. 10. CITY OFFICERS AND EMPLOYEES; NONDISCRIMINATION. -13- 10.1 Non -liability of City Officers and Employees. No officer, official, employee, agent, representative, or volunteer of City shall be personally liable to Contracting Party, or any successor in interest, in the event or any default or breach by City or for any amount which may become due to Contracting Party or to its successor, or for breach of any obligation of the terms of this Agreement. INDIVIDUAL PROTECTION - It is intended by the parties to this Agreement that the professional design services provided by the Consultant in connection with the Project shall not subject the Consultant, the Consultant's individual employees, officers, or directors to any personal legal exposure for the risks associated with this Protect. Therefore, and notwithstanding anything to the contrary contained herein, the parties agree that as the sole and exclusive remedy, any claim, demand, or suit shall be directed and/or asserted only against the respective design firm and not against any of the individual employees, officers, or directors. 10.2 Conflict of Interest. Contracting Party covenants that neither it, nor any officer or principal of it, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder -14- m 11.3 Section Headings and Subheadings. The section headings and subheadings contained in this Agreement are included for convenience only and shall not limit or otherwise affect the terms of this Agreement. 11.4 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument. 11.5 Integrated Agreement. This Agreement including Consultant proposal dated the exhibits hereto is the entire, complete, and exclusive expression of the understanding of the parties. It is understood that there are no oral agreements between the parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements, and understandings, if any, between the parties, and none shall be used to interpret this Agreement. 11.6 Amendment. No amendment to or modification of this Agreement shall be valid unless made in writing and approved by Contracting Party and by the City Council of City. The parties agree that this requirement for written modifications cannot be waived and that any attempted waiver shall be void. 11.7 Severability. In the event that any one or more of the articles, phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable, such invalidity or unenforceability shall not affect any of the remaining articles, phrases, sentences, clauses, paragraphs, or sections of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder unless the invalid provision is so material that its invalidity deprives either party of the basic benefit of their bargain or renders this Agreement meaningless. 11.8 Unfair Business Practices Claims. In entering into this Agreement, Contracting Party offers and agrees to assign to City all rights, title, and interest in and to all causes of action it may have under Section 4 of the Clayton Act (15 U.S.C. § 15) or under the Cartwright Act (Chapter 2, (commencing with Section 16700) of Part 2 of Division 7 of the Business and Professions Code), arising from purchases of goods, services, or materials related to this Agreement. This assignment shall be made and become effective at the time City renders final payment to Contracting Party without further acknowledgment of the parties. 11.9 No Third -Party Beneficiaries. With the exception of the specific provisions set forth in this Agreement, there are no intended third -party beneficiaries under this Agreement and no such other third parties shall have any rights or obligations hereunder. 11.10 Authority. The persons executing this Agreement on behalf of each of the parties hereto represent and warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreement, such party is formally bound to the provisions of this Agreement, and (iv) that entering into this Agreement does not violate any provision of -16- any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors, and assigns of the parties. [SIGNATURES ON FOLLOWING PAGE] IN WITNESS WHEREOF, the parties have executed this Agreement as of the dates stated below. CITY OF LA QUINTA, CONTRACTING PARTY: a California Municipal Corporation JON MCMILLEN, City Manager City of La Quinta, California Dated: ATTEST: MONIKA RADEVA, City Clerk City of La Quinta, California APPROVED AS TO FORM: WILLIAM H. IHRKE, City Attorney City of La Quinta, California By: Name: Title: By: Name: Title: -17- JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN J Z M K APPENDIX RESUMES 95 JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN J Z M K Andrew Watkins is an architect, urban designer, and planner with over 20 years of professional experience. Andrew is licensed in California and Massachusetts. As Partner and Director of Urban Design and Planning at JZMK, his work focuses on large-scale urban design projects that explore the confluence of ecology and urbanism. Andrew has led the design of new cities, community plans, campus plans, and urban revitalization projects in diverse locales including the United States, Mexico, Saudi Arabia, UAE, Egypt, Indonesia, India, China, South Africa, Botswana, Ethiopia, Germany, Italy, and Armenia. Andrew has particular interests in projects that engage wellness and the ecological systems of food, mobility, waste, shelter and water. He brings strong expertise in place making and creating high -quality public realms to each of his Projects. Andrew regularly speaks at and participants in several professional organizations. As a Full Member of ULI, he Chairs the national Residential Neighborhood Development Council and has served on the Health Leaders Network. He also serves locally as part of the Building Healthy Places Council and For Sale Housing Council. With the AIA, Andrew serves on the National Ethics Committee. He holds a Bachelors of Architecture from Syracuse University and a Masters of Architecture in Urban Design from the Graduate School of Design at Harvard University. ANDREW WATKINS, AIA, AICP PARTNER / DIRECTOR OF URBAN DESIGN & PLANNING YEARS EXPERIENCE 25 EDUCATION HARVARD UNIVERSITY MASTERS IN ARCHITECTURE IN URBAN DESIGN SYRACUSE UNIVERSITY SCHOOL OF ARCHITECTURE BACHELOR OF ARCHITECTURE CONTACT awatkins@jzmkpartners.com PROFESSIONAL EXPERIENCE MORAGA CANYON SPECIFIC PLAN CLIENT: PIEDMONT LOCATION: PIEDMONT, CALIFORNIA Encompassing approximately 18 acres and spanning both sides of Moraga Avenue within the canyon, the Moraga Canyon Specific Plan includes the development of 132 housing units catering to diverse income levels while meeting the City's housing element requirement. Existing recreational amenities, such as the soccer pitch/baseball/ softball field, batting cages and skate park will be enhanced for both participants and spectators. The plan also includes the modernization of the Public Works Department corporation yard. INDIGO MASTER PLAN CLIENT: MERISTEM COMMUNITIES LOCATION: RICHMOND, TEXAS A new agrihood community in Richmond, Indigo is envisioned as a walkable, mixed -use community focused on wellness and local food production. By incorporating a six -acre, human -scaled farm within the village core, the project seeks to connect residents with the food they eat in new and engaging ways. At the heart of the village core is an event barn that serves as both the primary community monumentation and the hub of activity. A system of mews and pocket parks establish linkages throughout the community. A fine-grained mix of housing products front onto the mews and streets, activating both while providing safety and fostering interaction among residents. RANCHO MISSION VIEJO FAB PLANNING CLIENT: RANCHO MISSION VIEJO LOCATION: ORANGE COUNTY, CA JZMK is currently working on a feasibility study for Planning Area 8 within Rancho Mission Viejo. This site, adjacent to Camp Pendleton, presents numerous challenges including noise mitigation, grading and habitat preservation. Tim Haagen brings over 18 years of experience in development planing and landscape architecture to the JZMK Planning Team. Following completion of his bachelors of landscape architecture from the University of Idaho in 2002, Tim spent several years working for a landscape architecture office specializing in built residential landscapes and community design. There he practiced the art of landscape architecture taking a project from a blank canvas through design development to final build -out through construction documents and construction administration. Tim furthered his career as Project Planner and Landscape Designer at globally recognized hospitality -based design firm WATG in the planning studio where he constantly collaborated with architects, landscape architects and interior designers to craft the stories and visions for hospitality -based master planning projects (resorts, hotels, residential), urban design, thematic parks and design, site planning for hotels and commercial spaces and golf course -centric projects. Assisting with project management, acting as studio resource manager and quality control representative and participating in various other business related duties, Tim has gained a working knowledge of the business side of a multi- disciplinary design firm. Tim continues to diversify his career through impactful and thoughtful design with like-minded and goal -oriented collaborators creating places that enrich people's lives while maintaining stewardship to the natural environment. P ;, r r rd L P TIM HAAGEN ASSOCIATE / SENIOR PLANNER YEARS EXPERIENCE 20 EDUCATION BACHELOR OF LANDSCAPE ARCHITECTURE UNIVERSITY OF IDAHO CONTACT thaagen@jzmkpartners.com PROFESSIONAL EXPERIENCE MAGNOLIA COAST MASTER PLAN CLIENT: SHOPOFF REALTY INVESTMENTS LOCATION: HUNTINGTON BEACH, CALIFORNIA Located along Pacific Coast Highway in Huntington Beach,California, Magnolia Coast transforms the historic Magnolia Tank Farm into a 29-acre mixed -use coastal community. Designed to enhance coastal living while preserving open space, the master plan includes 200 residential units, a 50-unit affordable apartment complex, and a 215-key boutique hotel. Magnolia Coast embraces sustainable development by integrating conserved open space, improving coastal access, and contributing to wetland preservation efforts. Magnolia Coast is set to become a new landmark for the region. Construction is anticipated to commence in 2025. MORAGA CANYON SPECIFIC PLAN CLIENT: PIEDMONT LOCATION: PIEDMONT, CALIFORNIA Encompassing approximately 18 acres and spanning both sides of Moraga Avenue within the canyon, the Moraga Canyon Specific Plan includes the development of 132 housing units catering to diverse income levels while meeting the City's housing element requirement. Existing recreational amenities, such as the soccer pitch/baseball/ softball field, batting cages and skate park will be enhanced for both participants and spectators. The plan also includes the modernization of the Public Works Department corporation yard. SUMMARECON BOGOR CLIENT: SUMMARECON LOCATION: BOGOR, INDONESIA The design of Summarecon Bogor creates a framework for development based on the site's topography and the prolific streams that traverse its terrain. These systems structure a unique, high -quality residential community that provides places to rest, relax and recharge, leveraging the golf course and natural beauty of the site while establishing a dynamic town center area near the highway that provides a shopping destination. The master plan utilized the strengths of the site as its framework: the mountain and drainage corridors. 97 JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN JZMK Adrinee Hutchinson brings over eight years of experience in urban design, master planning, and mixed -use redevelopment to JZMK. Her work spans large-scale international initiatives and local infill developments, with a focus on equitable land use, housing, and sustainable growth. Following the completion of her Master of Science in Architecture and Urban Design from Columbia University in 2016, Adrinee began her career at Johnson Fain, contributing to transformative projects such as Promenade 2035, reimagining a regional mall into a vibrant, transit -oriented district. There she developed expertise in multifamily housing, site design and biotech campus planning, producing feasibility studies, phasing strategies, and long-range master plans. During her time at Johnson Fain, Adrinee was part of the urban design team supporting the NEOM Regional Master Plan, a high -profile development in Saudi Arabia. Her work contributed to the integration of international conservation frameworks into zoning, infrastructure, and tourism planning strategies. Adrinee furthered her career as Associate Designer at PlaceWorks, leading zoning research, site feasibility studies, and land strategy for infill and redevelopment projects across Southern California. Her ability to pair data -driven research with visual storytelling elevates proposal wins and advances equitable, innovative urban solutions. She brings an interdisciplinary perspective to each project —bridging policy, design, and strategy to help shape cities that are livable, inclusive, and adaptive. Passionate about visual communication and systems thinking, she is driven by the belief that meaningful design begins with understanding both people and place. ADRINEE HUTCHINSON SENIOR PLANNER YEARS EXPEMENCE EDUCATION COLUMBIA UNIVERSITY MASTERS IN ARCHITECTURE & URBAN DESIGN WOODBURY UNIVERSITY BACHELORS IN ARCHITECTURE CONTACT ahutchinson@jzmkpartners.com PROFESSIONAL EXPERIENCE BRENTWOOD OBJECTIVE DESIGN STANDARDS CLIENT: CITY OF BRENTWOOD LOCATION: BRENTWOOD, CALIFORNIA The Brentwood Objective Design Standards (ODS) provides additional objective design and development standards for residential development within the City of Brentwood. Responding to recent state legistlation the ODS establishes an agreed upon level of quality from the City that gives developers clear direction for their development projects. The code include chapters covering site planning, site design, building design, architectural styles and landscape. RANCHO MISSION VIEJO PA3 PLANNING CLIENT: RANCHO MISSION VIEJO LOCATION: ORANGE COUNTY, CA JZMK is currently working on a feasibility study for Planning Area 8 within Rancho Mission Viejo. This site, adjacent to Camp Pendleton, presents numerous challenges including noise mitigation, grading and habitat preservation. Xuyuan Fan, a recent graduate with a Masters in Urban Design from UC Berkeley, holds a Bachelors in Urban Planning from Southwest Jiaotong University in Chengdu China. He brings a diverse educational background and project experience that make significant contributions to the fields of Urban Design and Planning. As a Planner at JZMK, Xuyuan is actively involved in creating and assembling design documents while making valuable contributions to project development. He has a commitment to gaining practical experience and is working towards obtaining his AICP Certification. Xuyuan's past experience includes a role as Design Project Assistant in Berkeley, CA, at UC Berkeley's College of Environmental Design. There, Xuyuan displayed a strong dedication to innovative design and strategic development. Notably, Xuyuan initiated a case study on RV parks and glamping, for the strategic development of lightweight/ mobile housing structures. Xuyuan led the design of the San Lorenzo Park in Salina Valley, CA. During a period as a Graphic Designer, Xuyuan played a pivotal role in developing visuals, community engagement materials, and writing summaries for sections of publications. When Xuyuan worked as an assistant Urban Designer as an undergraduate intern, he established a solid foundation on skills of software and industrial workflow. XUYUAN FAN PLANNER ROLE ON PROJECT PLANNER YEARS EXPERIENCE EDUCATION UNIVERSITY OF CALIFORNIA, BERKELEY MASTERS IN URBAN DESIGN CONTACT xfan@jzmkpartners.com AFFILIATIONS LANGUAGES ENGLISH, MANDARIN PROFESSIONAL EXPERIENCE SUMMARECON BOGOR CLIENT: SUMMARECON LOCATION: BOGOR, INDONESIA The design of Sumarecon Bogor creates a framework for development based on the site's topography and the prolific streams that traverse its terrain. These systems structure a unique, high -quality residential community that provides places to rest, relax and recharge, leveraging the golf course and natural beauty of the site while establishing a dynamic town center area near the highway that provides a shopping destination. The master plan utilized the strengths of the site as its framework: the mountain and drainage corridors. SUMMARECON TANGERANG CLIENT: SUMMARECON LOCATION: TANGERANG, INDONESIA Summarecon Tangerang is a vibrant community, located near Jakarta, that revolves around an affinity for water. This design takes the shape of seven lakes, serving as a transformative hub for a wholesome lifestyle guided by four core principles: lifestyle, wellness, family, and recreation. The community is defined by a central boulevard that acts as a spine. Green corridors extend from the spine creating opportunities for recreational spaces. MISSION VIEJO OBJECTIVE DESIGN CLIENT: CITY OF MISSION VIEJO LOCATION: CITY OF MISSION VIEJO JZMK created Objective Design Standards for the City of Mission Viejo that are used to evaluate multifamily and mixed -use residential/commercial development applications and provide direction to developers and property owners on the key design components of site planning, site design, architectural theme and open space/landscape to streamline the project approval process. These non -subjective standards will ensure development maintains the City of Mission Viejo's vision for design quality and appearance. 99 EDUCATION MA, Urban and Regional Planning, University of California, Irvine BA, Urban Studies and Planning, University of California, San Diego BA, Political Science: Comparative Politics, University of California, San Diego Study Abroad Program, University of Sussex ORGANIZATIONS Urban Land Institute International Association for Public Participation (IAP2) American Planning Association Amanda Tropiano PRINCIPAL Amanda Tropiano is responsible for leading the firm's Southern California practice. Amanda has successfully managed a wide variety of land use and environmental planning projects for public and private sector clients, including numerous General Plans, specific plans, corridor plans, strategic plans, sustainability programs, visioning projects, transit -oriented development plans, zoning documents, outreach programs, and CEQA projects. Amanda is also an IAP2 trained public outreach practitioner and has completed project management training with PSMJ. Amanda consistently brings to the table her passion, creativity, and strategic thinking to make sure every project exceeds her client's expectations. Amanda brings a unique project management style to her clients, where she relies on collaboration, communication, and creativity to identify and proactively address potential opportunities and challenges. She is a skilled public speaker and enjoys working with members of the public, stakeholders, and elected and appointed officials throughout the planning process. RELEVANT PROJECT EXPERIENCE General Plan Update, Housing Element, and EIR, City of Indian Wells Comprehensive Development Code Update, City of Laguna Beach General Plan Update, Development Code Update, and EIR, City of San Jacinto General Plan Update, Rezoning, ODS, and EIR, City of Lomita General Plan Update, Hawthorne Blvd Specific Plan Update, Development Code Update, and EIR, City of Lawndale Objective Design Standards, City of Palos Verdes Estates Housing Element, Rezoning Program, ODS, and CEQA Compliance, City of Laguna Hills Housing Element Update, Comprehensive Zoning Code, Mixed - Use Implementation Program, City of Westminster Focus General Plan Update, Brea Core Specific Plan, and EIR, City of Brea General Plan Update and EIR, City of Lake Forest General Plan Update and EIR, City of Laguna Niguel General Plan Update and EIR, County of Orange General Plan Update and EIR, City of La Verne General Plan Update, Zoning Update, and EIR, City of San Marcos Focus General Plan Update and EIR, City of Glendale Housing Element Updates, Cities of Avalon, Hawthorne, Indian Wells, Glendale, La Verne, Lake Forest, Lawndale, Laguna Hills, Laguna Niguel, San Jacinto, San Marcos, Stanton, Temecula Environmental Justice Element, City of Goleta Springs Specific Plan and EIR, Sonoma County Irvine Neighborhood Plan, City of Irvine De Novo Planning Group A Land nsp PI—n-2, Deign, and F.nc.ronmNnial F,.rm EDUCATION Masters, Urban and Regional Planning, California State Polytechnic University, Pomona BA, Business Economics, University of California, Riverside ORGANIZATIONS American Planning Association LICENSES/CERTIFICATIONS American institute of Certified Planners, 2009, No. 024079 Starla Barker, AICP PRINCIPAL PLANNER Starla Barker, AICP, is a principal planner with De Novo Planning Group whose primary responsibilities are the management and preparation of environmental documents (Initial Studies, Negative Declaration, Environmental Impact Reports, and Environmental Assessments), as well as other planning documents including General Plans and Specific Plans. With over 20 years of professional planning experience Starla has successfully managed a wide range of projects with particular emphasis in General Plans, urban infill, downtown, and redevelopment projects. Utilizing her experience in community planning, Starla is regularly involved in land use and policy planning, including the development and implementation of community outreach programs, and frequently manages and prepares environmental clearance documents for citywide policy planning and redevelopment projects. Through her extensive experience in both policy and environmental planning, Starla is keenly aware of the interaction between the two and consistently takes a proactive and comprehensive approach to understanding planning and environmental issues and developing solutions. RELEVANT PROJECT EXPERIENCE General Plan Update and Rezoning EIR, Marlin Drive IS/ND City of Lomita City of Laguna Beach Housing Element, Rezoning Program, and ODS CEQA Compliance, City of Laguna Hills Housing and Safety Element Update CEQA Compliance City of Rancho Santa Margarita Land Use Element, Zoning Code, and Zoning Map Amendment CEQA Compliance City of Rancho Santa Margarita General Plan and Zoning Update EIR City of San Jacinto Downtown Core EIR City of Fontana General Plan Land Use and Zoning Amendments EIR City of Gardena General Plan Update EIR City of La Verne General Plan Update EIR City of Lawndale The Commons at Aliso Viejo IS/MND City of Aliso Viejo 2500 North Hollywood Way Hotel EIR City of Burbank The Harper Mixed Use Project EIR City of West Hollywood 385 Nyes Place IS/MND City of Laguna Beach 2354 San Clemente IS/MND City of Laguna Beach 820 Gainsborough IS/MND City of Laguna Beach Hotel Development Standards GPA & Zone Change IS/MND City of Gardena 1500 Raymond Ave Industrial IS/MND City of Fullerton 1901 Via Burton Industrial CEQA City of Fullerton General Plan Transportation & Mobility Element Update ND City of Bell Gardens Applied Medical Expansion IS/MND City of Lake Forest Lock & Leave Self Storage IS/MND City of Lake Forest Melia Evergreen Residential IS/MND City of Gardena Olson Townhomes IS/MND City of Gardena 2550 Orange Industrial IS/MND City of Signal Hill Paradise Chevrolet IS/MND City of Temecula Bedford Court IS/MND City of Temecula De Novo Planning Group n Land 11— Planning, n—go, and F"0rnnmrnfa1 Firm MEMO JZMK PROPOSAL VISTA SANTA ROSA MASTER PLAN 91'�SHERW00D DESIGN ENGINEERS YEARS OF EXPERIENCE 22 Years EDUCATION California Polytechnic State University -San Luis Obispo Bachelor of Science Civil Engineering, Civil and Structural Engineering Santa Monica College Associate in Arts, General Science PROFESSIONAL REGISTRATION Registered Professional Engineer State of CA (75568) PROFESSIONAL AFFILIATIONS American Society of Civil Engineers, Member American Society of Civil Engineers, MOSAIC Corresponding, Member Society of Hispanic Professional Engineers, Lifetime Member Society of Professional Engineers, Los Angeles Chapter, President JIMMY GALVEZ P.E. PRINCIPAL Jimmy Galvez has extensive depth of design experience on projects at the residential, commercial, mixed use, streetscape and public right of way, institutional/higher education campus scale and neighborhood district -scale throughout California, Oklahoma, Colorado,Texas, Louisiana, Latin America and the Middle East. He has served as project lead in coordination with owner representatives, government agencies, multi- disciplinary design teams, contractors, and other stakeholders for clients in both the private and public sectors. He has been responsible for site design from early concept planning to the preparations of construction and permitting documentation including specifications, cost and bond estimates and constructions administration for a variety of land development protects. In Los Angeles County, Jimmy's experience expands over a variety of parks and open space projects including Whittier Narrows Park, Descanso Gardens, Pacoima Spreading Grounds Headworks Natural Park, LA Botanical Gardens. Other key projects include Paramount Ranch, Rocky Oaks and Peter Strauss Park for the National Park Service. Jimmy also brings his experience at the national stage including projects such as Scissortail Park in Oklahoma City, OK, Memorial Park in Houston, TX and New Orleans Museum of Modern Art Sculpture Garden in New Orleans, LA. While taking these projects from feasibility studies and early concept to permitting and construction, Jimmy has led and coordinated multidisciplinary teams along with a number of agencies including City of Irvine, City of Orange, City of San Luis Obispo, City of Ventura, City of Riverside, City of Culver City, City of West Hollywood, City of Glendale, City of Pasadena, Los Angeles Department of Water and Power, Southern California Edison, multiple departments and divisions at City of Los Angeles, and multiple departments at Los Angeles County. Jimmy's diverse experience applying technical innovation and solid engineering to projects at all scales result in outcomes that save time and resources and exceeded the expectations of stakeholders. PROJECT EXPERIENCE Whittier Narrows Park, El Monte, CA Descanso Gardens, La Cai)ada Flintridge, CA Pacoima Spreading Grounds Headworks Natural Park, Pacoima, CA LA Botanical Gardens, Los Angeles, CA Orange County Great Park, Irvine, CA �r S H E R W 0 0 D DESIGN ENGINEERS YEARS OF EXPERIENCE 19 Years EDUCATION Villanova University Bachelor of Science Civil and Environmental Engineering PROFESSIONAL REGISTRATION J Z M K JIM REMLIN P.E., LEED AP ASSOCIATE PRINCIPAL Jim Remlin is an associate principal at Sherwood Design Engineers and manages the Atlanta Office. He has provided key thought leadership and project management support for several of Sherwood's most innovative projects, including Boulevard Crossing Park, Quarry Park, Brooklyn Bridge Park, New Orleans Museum of Art Sculpture Garden Expansion, Mirabeau Water Garden, and Hudson Yards. Jim specializes in the oversight and development of master planning concepts related to water, stormwater management, and site layouts, as well as the advancement and development of construction level documentation. Jim manages direct coordination with project architects, landscape architects, and planners as well as local and federal agencies to evaluate and achieve project goals identify phasing/permitting tracks and meet client needs. Jim has been instrumental in several significant park projects. His experience includes, Westside Quarry Park, where he collaborated on a 300-acre masterplan, engaging with local communities and agencies to create a design that respects natural ecology, safeguards the watershed, and offers a unique Atlanta experience. At Boulevard Registered Professional Engineer Crossing Park, Jim helped to design a park that integrates existing topography and State of GA (PE040276) natural systems to restore the headwaters of Intrenchment Creek. Lastly, through close coordination with local and federal permitting, Jim lead the design of the New LEED Accredited Professional Orleans Sculpture Garden Expansion project. The design balances green infrastructure, PROFESSIONAL circulation, flood control and art, allowing for a seamless integration of sculptures, AFFILIATIONS education and engineering. America Society of Civil Engineers Member PROJECT EXPERIENCE Brooklyn Bridge Park, Brooklyn, NY Mirabeau Water Garden, New Orleans, LA Sydney and Walda Besthoff Sculpture Garden, New Orleans, LA Boulevard Crossing Park, Atlanta, GA Candler Park Amphitheater, Atlanta, GA Westside Reservoir Park, Atlanta, GA Charleston Resilience Feasibility Analysis, Charleston, SC 103 AN Education Master of Public Policy, Harris Public Policy at the University of Chicago, 2014 Certificate in Municipal Finance Bachelor of Arts, International Studies, University of Chicago, 2007 Previous Employment Associate, Development Strategies, Saint Louis, MO (2014-2018) Policy Intern, Center for Neighborhood Technology, Chicago, IL (2013) Research Assistant, Energy Policy Institute at Chicago, Chicago, IL (2012-2013) Affiliations American Planning Association Urban Land Institute NABE Los Angeles Chapter Julie Cooper Principal ABOUT Julie Cooper joined EPS's Los Angeles office in 2018, bringing professional experience in land use, economic, and community development consulting. She has provided strategic planning services for a variety of public, private, and institutional clients, including analysis of market and economic conditions, development feasibility and fiscal impact modeling, and policy recommendations. She also has extensive experience in stakeholder and community engagement. Before joining EPS, Julie served as an Associate at Development Strategies, a St. Louis -based consulting firm. SELECTED PROJECT EXPERIENCE Southern California General Plan Updates EPS is currently or has recently been engaged as part of multidisciplinary teams to update the General Plans for several cities in Southern California, including the cities of Temecula, Riverside, Lomita, San Jacinto, Lawndale, San Marcos, and Lake Forest. Firm tasks include researching and evaluating long-term demographic, economic, market, and fiscal conditions in the cities; identifying real estate and economic development opportunities; testing the fiscal impact to the municipal budget of proposed land use alternatives; and preparing Economic Development and a Fiscal Sustainability Elements as part of the General Plan document. The projects include engagement with city staff and stakeholders. Julie has variously served as Project Manager and Principal -in -Charge for these studies, responsible for coordinating EPS's work with the lead consultant, attending meetings with staff and stakeholders, and producing deliverables. She has also acted as the lead technical analyst, researching existing conditions, conducting fiscal impact analysis, and contributing to policy recommendations. Westside Urban Forum Oasis at Indio Fiscal and Economic Impact Analysis — Indio, California Lambda Alpha International EPS was engaged by the developer of the proposed Oasis at Indio project to analyze the fiscal and economic impacts of the project on the City of Indio. The proposed project is a mixed -use development including residential, retail, hotel, and industrial uses. EPS developed a fiscal model based on the City's budget conditions and projected new uses and associated residents and workers to evaluate the Project's impact on the City's General Fund. Additionally, EPS utilized IMPLAN's I/O model to estimate the Project's direct, indirect, and induced impacts on the City's economy. As EPS Principal -in -Charge, Julie oversaw the team's technical work and development of the technical report and was involved in communications with the client and other relevant stakeholders. K N E R S ' Chinmay Damle Senior Associate Education Bachelor of Sciences in Earth System Sciences, UC Irvine, 2016 Master of Urban Planning, USC, 2021 Previous Employment Course Assistant, University of Southern California (2020) Environmental Analyst, FirstCarbon Solutions (2017-2019) ABOUT Chinmay Damle joined EPS as an Associate in 2021, bringing academic and professional experience in land use, economic development, real estate economics, and California environmental review. His portfolio at EPS includes public finance, affordable housing, development feasibility and policy analysis, and socioeconomic data analytics. Before joining EPS, Chinmay was an Analyst at FirstCarbon Solutions, responsible for developing environmental documents and analyzing potential impacts, as required by the California Environmental Quality Act (CEQA). SELECTED PROJECT MANAGEMENT EXPERIENCE Energy and Environmental Coachella Valley Association of Governments — TPPS and TUMF Nexus Study Associate, West valley -Mission EPS is part of a team led by HDR Inc. that is engaged to update Coachella Valley Community College District Association of Governments (CVAG) Transportation Project Prioritization Study (2016-2017) and companion documents. In addition to a logistics sites assessment across the Affiliations CVAG region, EPS is responsible for establishing the nexus between identified transportation improvements and new development; calculating the maximum American Planning Association allowable fee on new development by land use type; and writing a nexus study. Chinmay is serving as project manager and primary analyst for this study. Southern California General Plan Updates EPS is currently or has recently been engaged as part of multidisciplinary teams to update the General Plans for several cities in Southern California, including the cities of Indian Wells, Riverside, and Lomita. Firm tasks include researching and evaluating long-term demographic, economic, market, and fiscal conditions in the cities; identifying real estate and economic development opportunities; testing the fiscal impact on the municipal budget of proposed land use alternatives; and preparing Economic Development and Fiscal Sustainability Elements as part of the General Plan document. The projects include engagement with city staff and stakeholders. Chinmay is providing a key role in the analysis, creating fiscal impact models, conducting stakeholder interviews, and contributing to economic and fiscal policy recommendations. Historic Whittier Boulevard Specific Plan EPS was part of a multidisciplinary team preparing a Specific Plan along the Whittier Boulevard corridor in the heart of the City of Pico Rivera. EPS's role included analysis of existing demographics and the real estate market impacting the corridor, financial feasibility evaluation of a range of potential land use types and redevelopment scenarios on select opportunity sites, and development of a financing strategy plan to guide the city in implementation of the plan. Chinmay was responsible for conducting research, modeling, and producing deliverables, in addition to serving as a point of contact. Palm Springs Inclusionary Housing and Commercial Linkage Fee Nexus Study On behalf of the City of Palm Springs, EPS analyzed the possibility of developing a local inclusionary housing ordinance and a commercial linkage fee. EPS tasks included conducting an economic feasibility study to understand the impacts of an inclusionary policy on new development and to calculate allowable linkage Economic & Planning Systems, Inc. The Economics of Land Use 800 Wilshire Blvd., Suite 410 ■ Los Angeles, CA 90017 213.489.3808 ■ jcooper@epsys.com • www.epsys.com Economic & Planning Systems, Inc. The Economics of Land Use 800 Wilshire Boulevard, Suite 410 ■ Los Angeles, CA 90017 213.489.3838 ■ cdamle@epsys.com • www.epsys.com 105 Education Bachelor of Science in Civil Engineering, University of California, Davis, 1999 Registrations Licensed Traffic Engineer (TR2402) Years of Experience Total: 26 years With Fehr & Peers: 26 years Affiliations Association of Environmental Professional (AEP) American Society of Civil Engineers (ASCE) American Planning Association (APA) Urban Land Institute (ULI) Recognitions WTS Honorable Ray LaHood Award Winner (Man of the Year) — IE Chapter, 2023 Presentations VMT-Related: • 2023 UCLA Land Use Law and Policy • 2022 National APA • 2022 Western ITE • 2022 CEAC Public Works Officers Institute • 2022 SBCOG City/County • 2019 California APA • 2019 CSU Facilities Fehr & Peers Jason D. Pack, TE Principal About Jason D. Pack, P.E., is a Principal with Fehr & Peers located in Southern California. He is actively involved in a wide variety of project work but also finds time to lead the firm's research and development efforts in Emergency Evacuation assessment. Jason has an extensive background in travel demand forecasting, traffic operations assessment (including micro -simulation assessment), VMT analysis, big data analysis, transit ridership forecasting, and transportation impact studies involving NEPA and CEQA. His focus is to utilize his experience and the technical resources of the company to help clients answer their toughest questions related to mobility. Relevant Project Experience CEQA/NEPA Experience Jason has completed transportation assessments for over 150 projects in support of CEQA or NEPA documentation. These include impact assessment to support negative declarations, transportation sections for EIRs, and transportation sections for EISs orjoint EIR/EISs. General Plans Jason has worked on a wide variety of General Plans throughout the state of California, including: • City of Palm Springs • City of Palm Desert • City of Indio Most of these projects included Complete Street elements, extensive travel demand forecasting, and some level of multi -modal transportation assessment. Specific Plans/Master Plans/Corridor Plans Jason has completed assessment for more than 20 specific plans, master plans, and corridor plans. Some key projects are: • MAG High Capacity Transit Corridors Sustainability Study - Evaluating the benefits of providing transit oriented development along the high capacity transit corridors in the greater Phoenix area • Wine Country Community Plan -Assisted Riverside County in developing a travel demand forecasting model and evaluation of the plan for the Temecula Wine Country Area • Cal Poly Pomona Master Plan - Completed the transportation recommendations and assessment of the proposed University Master Plan Avenue 50 Evacuation Channel Crossing La Quinta, CA Project Description Fehr & Peers provided a VMT assessment to evaluate traffic r impacts associated with the implementation of the Avenue 50 channel crossing. Once the transportation impact analysis was completed, Fehr & Peers contributed to the `u`'"4" development of the design by preparing lighting calculations and concept design, and then in preparing Plans, ` I Specifications, and Estimates for the signing and striping design and streetlight design. - �- - Client Contact sxw�� � ,�.�� Josh Cosper, Senior Project Manager, Mark Thomas, (951) 870-3094 tx 1.11 PMkitaw.n Uw ft*km ndLnOww, o.W N.Im%k3d W k-W Highway 111 Specific Plan Indio, CA Project Description Highway 111 used to be a state route running through the City, serving as a regional connection throughout the Coachella Valley. After 1-10 was completed, Highway 111 was generally relinquished to the local agencies and now serves as a key corridor that connects the region together (opposed to a facility to get people through the region). However, the context of Highway 111 has not changed as the number of lanes and design of the roadway are intended for higher speed through traffic instead of serving as a key corridor that connects communities. As such, Fehr & Peers was part of a team that reviewed the Highway 111 area and developed recommendations to better connect the area north of the facility to the area south of the facility. This included reviewing roadway geometrics and providing input on roadway cross sections. Client Contact Eric Weck, Engineering Manager, Mission Springs Water District (fmr. City of Indio), 760-329-6448 Fehr & Peers 107 WE LISTEN lmq WE COLLABORATE WE CREATE WE UNDERSTAND WE DESIGN WE BUILD TO OUR CLIENTS IN THE PROJECT PROCESS INNOVATIVE SOLUTIONS THE DEVELOPMENT PROCESS CREATIVE PLACES WHAT WE DESIGN