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The Natelson Dale Group, IncSTATEMENT OF QUALIFICATIONS On -Call Economic Development Consulting Services Submitted to: CITY OF LA QUINTA SUBMITTED BY: T H E N A T E L S O N D A L E G R O U P I N C YORBA LINDA, CA • www.natelsondale.com 0: 714.692.9596 • F: 714.692.9597 IN ASSOCIATION WITH: Economic Growth Strategies LLC March 23, 2026 Table of Contents 1. COVER LETTER............................................................................................................................1 FIRM'S BACKGROUND, STATEMENT OF QUALIFICATIONS, AND EXPERIENCE........................................5 2. REFERENCES OF CALIFORNIA GOVERNMENT AGENCIES.............................................................13 3. FEE SCHEDULE..........................................................................................................................15 4. LIST OF SERVICES AND CORRESPONDING PRICES.......................................................................16 5. STAFFING AND PROJECT ORGANIZATION..................................................................................17 6. SUBCONTRACTNG SERVICES......................................................................................................17 7. DISCLOSURES...........................................................................................................................18 8. EXPLANATION OF METHODOLOGY............................................................................................18 9. ACKNOWLEDGEMENT OF INSURANCE REQUIREMENTS..............................................................19 10. NON-COLLUISION AFFIDAVIT....................................................................................................24 11. ACKNOWLEDGEMENT OF ADDENDA.........................................................................................26 1. COVER LETTER The Natelson Dale Group, Inc. P.O. Box 489 Yorba Linda, CA 92885 (714) 692-9596 phone / (714) 692-9597 fax dalennatelsondale. com March 23, 2026 #7769 City of La Quinta Attn: Oscar Mojica, Deputy City Clerk 78495 Calle Tampico La Quinta, California 92253 Re: Statement of Qualifications to Provide On -Call Economic Development Consulting Services Dear Mr. Mojica: In response to your solicitation, The Natelson Dale Group, Inc. (TNDG) is extremely pleased to submit this Statement of Qualifications (SOQ) to provide on -call economic development consulting services to the City of La Quinta. We are pleased to be joined in this submission by our close colleague Paul Saldana of Economic Growth Strategies LLC. Overview of the Team. TNDG is a full -service real estate and economic development consulting firm established in 1974. Our practice encompasses both real estate market analysis and the planning and implementation of business retention/expansion/attraction programs. This work often involves direct linkages between a community's business development goals and its real estate development potentials. In this regard, we have a strong understanding both of local real estate markets and of the larger regional economic trends that drive demand for commercial, industrial, and residential land use. We have a strong base of experience in high -amenity communities where tourism is a primary driver of the local economy. TNDG is a "boutique" firm not only in terms of size but also in terms of philosophy and approach. In this regard, the firm's principal personally manages every contract and maintains primary contact with the client. As our references will attest, exceptional responsiveness to the unique needs of each client is a hallmark of our approach. Given our extensive project experience in the STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. Coachella Valley (as summarized below) and intimate familiarity with local development conditions, we believe we are especially well positioned to serve the City in an on -call capacity. In addition to our long track record in real estate market analysis and economic development strategic planning, TNDG also maintains an active role in supporting California's economic development community and advancing best practices within the profession. In this regard, the firm (in 2018) took the lead on behalf of the California Association for Local Economic Development (CALED) and the California Academy for Economic Development (CAED) on the implementation of a California -specific training and certification program for economic development professionals (the "ACE" program launched in 2019). The firm's Managing Principal (Roger Dale) currently teaches the annual course on economic development strategic planning as part of the ACE program. Paul Saldana of Economic Growth Strategies LLC has both a consulting background and extensive hands-on experience as an economic development practitioner. His impressive career includes stints as Director of Economic & Community Development for the City of Bakersfield (2021-2023) and President and CEO of the Tulare County Economic Development Corporation (2001-2020). Paul is responsible for 16 national, state, and regional awards for economic development programs and has received numerous individual recognitions for professional achievement and advocacy. His leadership in facilitating a regional pandemic response and recovery program was recognized by the International Economic Development Council with the coveted Economic Development Organization of the Year award in 2020. Paul is a Certified Economic Developer (CEcD) through the International Economic Development Council (he is the only individual in California to have held this designation for more than 30 years). He is also a past chair of the California Association for Local Economic Development (CALED). Scope of Services. TNDG provides services to both public and private clients in the following basic areas: • Real estate market forecasts and development feasibility studies • Financial feasibility and income projection analyses • Economic development strategic plans • General plan economic development elements • Redevelopment and revitalization strategies • Fiscal impact assessments • Development impact fee studies and infrastructure financing plans • CEQA economic impact ("urban decay") studies • Deal structuring and negotiation of public/private development agreements Previous Experience with On -Call Consulting Services. TNDG has an extensive track record of providing on -call services as part of pre -selected consultant "pools." The firm's on -call clients have STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. included the cities of Chino Hills, Chula Vista, Costa Mesa, Los Angeles, Santa Monica, San Francisco, Mt. Shasta, San Clemente, San Bernardino, and Westminster, California; the cities of Phoenix and Yuma, Arizona; the Arizona Department of Commerce, the Arizona Department of Transportation; and the U.S. Army Corps of Engineers. Previous Experience in La Quinta and the Coachella Valley. TNDG has a long track record of project experience in the Coachella Valley, including the following assignments: • La Quinta: Fiscal Impact Analysis for proposed Travertine project, completed on behalf of project applicant in close coordination with City staff (2017-2024) • La Quinta: Economic Impact Analysis for proposed Walmart Supercenter (2002) • La Quinta: Market Analysis for General Plan Update (1990's) • Coachella Valley: Regional Economic Development Strategy, completed under contract to the County of Riverside in close coordination with Greater Palm Springs Economic Development (2025-2026) • City of Rancho Mirage: Economic Development Strategic Plan and Highway 111 Market Analysis (2025-2026) • City of Palm Desert: Economic Development Strategic Plan (2017-2018) • City of Coachella: Economic Development Strategic Plan (2013) • Coachella Valley: Fiscal and economic impact studies as part of EIR process for proposed Paradise Valley project (2010-2019) • Palm Springs: Market analysis and land use master plan for Caliente Agua Caliente Band of Cahuilla Indians (2007) • City of Desert Hot Springs: LAFCO Fiscal Impact Analysis for I-10 annexation areas (2007) • Indio: Market study to evaluate reuse potentials for Indio Fashion Center (2005) • Economic impact studies (as part of EIR processes) for commercial development projects in Desert Hot Springs (2011), Palm Springs (2002), Cathedral City (2002), and Palm Desert (2001). • Fiscal impact studies for proposed development projects in Indio (1999 and 2020) and Coachella (2014) Binding Authorization and Validity Statement. The undersigned is the individual authorized to bind the TNDG team to contractual agreements with the City of La Quinta. TNDG has read and will comply with all terms and conditions of the City's Request for Qualifications (RFQ) and is prepared to sign the engagement contract understood to be in a form similar to that included as part of the City's RFQ package. TNDG also asserts that all information and pricing provided in the attached proposal are valid for a period of at least 90 days. We further assert that any individual who will perform work for the City is free of any conflict of interest. We very much appreciate your consideration of our team and sincerely hope we have the opportunity to serve the City of La Quinta. Please feel free to contact me directly STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. (dale@natelsondale.com or 714-692-9596) if you have questions or would like to discuss any aspect of our proposal. Respectfully submitted, THE NATELSON DALE GROUP, INC. I , /1�1-7 Roger Dale Managing Principal STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. 4 FIRM'S BACKGROUND, STATEMENT OF QUALIFICATIONS, AND EXPERIENCE a) Number of years in business 52 years (since 1974) b) Taxpayer identification number 95-4647275 c) Number of years providing economic development consulting services 52 years (since 1974) d) Resumes of Project Manager and key personnel Roger Dale — Managing Principal, TNDG Project Role: Mr. Dale will serve as Principal -in -Charge and Project Manager for the assignment. In this capacity, he will be responsible for primary client liaison, day-to-day completion of work assignments and products, and coordination of the overall project team. Mr. Dale will serve as the lead presenter at any public meetings for the assignment. Mr. Dale has been a project manager with TNDG for 38 years and managed TNDG's work on all of the previous TNDG projects listed in this proposal. Experience: Roger Dale has been affiliated with The Natelson Dale Group, Inc. (TNDG) since 1988 and currently serves as the firm's managing principal. His background encompasses the fields of real estate development, economic development, regional economic analysis, environmental and land use policy, financial forecasting, and renewable energy. His project experience with TNDG includes preparation of regional -scale economic development strategic plans, real estate market forecasting, demographic research and modeling, fiscal impact analysis, cost/benefit assessment, redevelopment, business retention/attraction, and workforce development program assessments. Over the past 25 years, a significant focus of Mr. Dale's work has been on the development of cluster -based economic and workforce development strategies. In this regard, he has managed industry cluster analyses and developed related retention/expansion/attraction plans for the following clients: the cities of Anaheim, Los Angeles, Camarillo, Bakersfield, Burbank, Escondido, STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. Vista, and San Buenaventura, California; the County of Kern, California; the County of Yuma, Arizona; the High Desert Regional Economic Development Authority (San Bernardino County, California); the Forward Greensboro (North Carolina) Economic Development Partnership; the Tri- Cities (Tennessee/Virginia) Economic Development Alliance; the County of Osceola, Florida; the County of Larimer, Colorado; and the cities of Garland and Kyle, Texas. Reflecting his longstanding interest in sustainability issues, he serves on the Board of the Roberts Environmental Center — a leading publisher of global climate change research and the nation's foremost analyst of corporate sustainability reporting. He has recently completed feasibility studies and related economic development strategies for solar energy projects in California, Arizona and China. He has prepared more than 100 economic analyses as part of environmental impact reports. Education: Mr. Dale received his B.A. cum laude in Economics from Claremont McKenna College in Claremont, California. He also holds a master's degree in Resource and Environmental Economics from the University of California at Riverside. Joe McClure — Senior Associate, TNDG Experience: Joe McClure has served as principal or in other key roles in land economics research and advisory -services organizations for over 35 years. During this period, Joe's practice has focused on the following outputs: • Economic development strategic focus: consolidating views on a region's economic development targets, workforce, issues, and approaches, integrating target industries into the local economy, and relating a region's existing economic base to its competitive region. • Market analyses with fiscal and strategic components: highest and best use analysis, analysis of rapidly growing trade areas, cash flow and development strategy analysis, fiscal benefits of development. • Fiscal/economic analyses with a strategic component: impacts on the business community and tax receipts from freeway and other road projects, and assessing redevelopment prospects of under -performing areas. • Special research projects, including studies of local labor forces and employer -employee relations, economic impacts of bicycle recreation, and transit behaviors and opinions in rural regions. Mr. McClure's multidisciplinary background incorporates many phases of the community and real estate development process: economic analysis and strategy development, market and financial feasibility assessment, and planning and design. Joe has a M.S. in Urban Planning, in a program that emphasized regional economics, from the University of Arizona and completed additional postgraduate work in economic geography at UA. He has a B.S. in Architecture from the STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. it University of Cincinnati. Mr. McClure is a registered architect in Arizona and a member of the Western Regional Science Association (WRSA)—an international group of economic geographers, the Urban Land Institute (ULI), and the Arizona Association for Economic Development (AAED). He has presented papers on business and economic development issues at economic development conferences, has served as Adjunct Lecturer at the University of Arizona in the Geography and Regional Development program, and on ULI Advisory/Technical Services Teams. McClure served as a Civil Engineering Officer in the U.S. Air Force. Education: Joe has an M.S. in Urban Planning, in a program that emphasized regional economics, from the University of Arizona and completed additional post -graduate work in economic geography at UA. He has a B.S. in Architecture from the University of Cincinnati. Alan Levenson — Senior Associate, TNDG Experience: Mr. Levenson brings to The Natelson Dale Group, Inc. an academic background in economic theory with particular emphasis on economic development. Prior to joining the firm, Mr. Levenson spent two years as a research consultant for NEMESIS (Nucleo de Estudos Modelos Espaciais Sistemicos), which is a research network dedicated to the study of systemic spatial models of the Brazilian economy. A significant focus of Mr. Levenson's work at TNDG has been on preparing regional economic impact analyses for a wide range of projects. Among others, these projects have included a major regional health care facility in Riverside, CA, a technology and education park in Tustin, CA, a business park in Victorville, CA, and a highway construction interchange project in Pima County, AZ. These analyses have involved modeling various projects' short-term (construction -phase) and permanent (annually recurring) benefits to the regional economy. The benefits have been summarized by estimating a project's impact on total gross output, value added, earnings, and employment in the region. As part of this work, Mr. Levenson has experience with the major economic impact modeling software packages, including the Bureau of Economic Analysis's Regional Input -Output Modeling System (RIMS) and the IMPLAN program. Mr. Levenson has managed the preparation of a number of regional economic development plans, with a particular focus on industry "cluster" strategies. This work has involved a wide range of activities: from performing quantitative/ statistical analysis to more qualitative analysis, including conducting numerous interviews with key players of potential clusters. Mr. Levenson has participated in industry cluster studies for the following clients: the Forward Greensboro (North Carolina) Economic Development Partnership, the Tri-Cities Tennessee Cluster Study (Tennessee), the Yuma Private Industry Council (Arizona), and the City of San Buenaventura (California). STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. Mr. Levenson also has a significant amount of experience in fiscal impact analyses, retail market analyses, and real estate development feasibility analyses. Education: Mr. Levenson joined TNDG 24 years ago, after receiving his B.A. with honors in Economics and Political Science from the University of California at Riverside. Mr. Levenson's undergraduate studies included additional coursework in applied mathematics related to economic analysis. He also holds a Master's in Business Administration degree, with a concentration in Real Estate Finance, from UCLA's Anderson School of Management. Joe Collins — Research Associate, TNDG Experience: Joseph Collins serves as a Research Associate for TNDG. Over the years, his professional career has involved him in a variety of both private and public projects in the Midwest and Southwest US. His varied experience includes: fiscal and land economic feasibility analysis, geospatial and descriptive data analytics, graphic presentation, market analysis, and the practice of urban planning and development, as summarized below. • Market Analysis of Greater Phoenix Metropolitan Area for Industrial, Multifamily, Office, and Retail Real Estate Inventory. • Analyzing required development improvements and associated costs pertaining to large tracts of land planned for single-family residential subdivisions and planned industrial pad sites. • Analyzing the costs/benefits of annexation of established residential subdivisions. • Conducting land use analysis and absorption studies, and real estate appraisal and market analyses. • Geospatially analyzing building, property, land use, zoning, parking, traffic, demographic, economic, financial, tax, and other associated qualitative/quantitative data for various projects. • Developing a Geographic Information System (GIS) relational parcel database for various properties located in a downtown area. • Providing graphic support in the creation of various reports, exhibits, presentations, and other associated media used to present to the public, various boards and commissions, city councils, non-profit associations, and private clients. • Providing project coordination for the creation of an interactive website for departmental customer service. • Conducting research and technical analysis to evaluate findings and/or to take action on various real estate development applications, land use decisions, and processing other regulatory actions associated with the development of real estate. • Designing marketing and relocation packages for potential businesses looking to purchase and/or lease property. • Reviewing construction plans for conformance with applicable city regulations, policies, and requirements. STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. Education: Mr. Collins obtained a M.B.A. from Grand Canyon University in Phoenix, Arizona, a M.S. in Regional and Community Planning from Kansas State University in Manhattan, Kansas, and a B.S. in Geography/Community Planning from Kansas State University. In addition, he has completed coursework for general real estate appraisal at the Arizona School of Real Estate and Business in Scottsdale, Arizona. Paul Saldana, Ed.D., CEcD — Economic Growth Strategies LLC Project Role: Drawing on his experience as an economic development practitioner, Paul would be available to support the TNDG on assignments involving economic development strategic planning, business attraction, infrastructure financing, and related policy/implementation recommendations. Experience: In 2022, Paul became the only economic development professional in California to maintain status as a Certified Economic Developer for over 30 years. He holds another national distinction, leading two organizations to achieve status as an Accredited Economic Development Organization). Paul's leadership in facilitating a regional pandemic response and recovery program was recognized by International Economic Development Council as a recipient of the coveted Economic Development Organization of the Year in 2020. Paul has worked in diverse communities, geographic environs, and at various levels of local economic development throughout California. He's assisted hundreds of businesses with their expansion and location needs, creating thousands of jobs and millions of dollars in recurring revenue for local governments, schools, and special districts. Paul's experience working in city and county government offers him the understanding to communicate the intricacies of the planning, permitting and building process to prospective businesses. He has led community vision projects, general and specific plans, annexations, and major capital improvement programs. His grant writing skills have produced over $30 million in project revenue. Paul's extensive experience in community -level economic development ranges from Main Street programs to complete redevelopment. He has managed business recruitment, global trade, and business assistance at the regional level and entrepreneurial development. Paul is a consummate economic development professional; he focuses his work daily on how to improve the quality of life and the economic conditions for those he works for. Education: Paul holds a Doctorate (Ed.D.) in Organizational Change and Administration from California Baptist University and an MBA from Crown College. He has served as Chairman of the California Association for Local Economic Development and currently serves as a member of the Accreditation Committee for IEDC, having participated in several accreditation reviews across the nation. STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. e) Firm ownership The Natelson Dale Group, Inc. is a California S corporation, originally incorporated in 1974 (and incorporated under current ownership in 1997). f) Parent company /subsidiary Not applicable. g) Experience with similar work TNDG has prepared economic development strategic plan, real estate market and financial analyses, and fiscal and economic impact assessments for municipal agencies throughout the United States. Representative clients are listed on the tables below. Economic Development Strategies Counties Cities ■ Guilford County (North Carolina) ■ Anaheim ■ Menifee ■ Imperial County 0 Antioch 0 Modesto ■ Kern County 0 Arvin 0 Ontario ■ Larimer County (Colorado) 0 Bakersfield ■ Oxnard ■ La Paz (Arizona) 0 Beaumont 0 Palm Desert ■ Los Angeles (San Gabriel Valley subregion) ■ Burbank ■ Phoenix (Arizona) ■ Osceola County (Florida) ■ Camarillo ■ Pinole ■ Riverside 0 Canyon Lake 0 Port Hueneme ■ San Bernardino ■ Carson 0 Rancho Mirage ■ San Diego (South County subregion) ■ Coachella ■ San Francisco ■ San Joaquin County ■ Compton ■ San Pablo ■ Sonoma County ■ Coronado ■ Simi Valley ■ Ventura County 0 El Cajon ■ Stockton ■ Yuma County (Arizona) ■ 0 Escondido Fresno ■ 0 Thousand Oaks Tracy Indian Tribes ■ Agua Caliente (Palm Springs) ■ Garland (Texas) ■ Ventura ■ Cahuilla (Riverside County) ■ Kyle (Texas) ■ Vista ■ Yavapai-Apache (Arizona) 0 Lodi 0 Windsor ■ Los Angeles Larger Regions ■ Hampton Roads (Virginia) Region (5 counties and 9 independent cities) ■ Tri-cities Area of Northeast Tennessee/Southwest Virginia STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. 10 Market Studies, Pro Forma Financial Analyses, and Implementation Strategies for Municipal Planning Programs General Plans Specific Plans ■ Agoura Hills 0 Azusa (TOD Areas) ■ Alhambra 0 Big Bear Lake (Moonridge Business District) ■ Calabasas ■ Claremont (Foothill Boulevard) ■ Bakersfield ■ Colton (Downtown) ■ Compton ■ Coronado (Orange Avenue) ■ Costa Mesa ■ Cypress (Business Park Specific Plan) ■ Fontana 0 El Segundo (Downtown) ■ Garden Grove ■ El Segundo (Smoky Hollow) ■ Hawthorne ■ Fullerton (Downtown Core and Corridors) ■ La Quinta ■ Garden Grove (Harbor Boulevard) ■ Long Beach 0 Huntington Beach (Downtown and R-T Zone) ■ Los Angeles 0 Huntington Park (Pacific Boulevard) ■ Malibu ■ Pasadena (East Colorado Boulevard) ■ Monterey Park 0 Patterson (Downtown) ■ Ontario 0 Pomona (Downtown) ■ Port Hueneme ■ Rialto (Foothill Boulevard) ■ Redondo Beach 0 Rosemead (Garvey Avenue) ■ San Bernardino ■ San Bernardino (Waterman Gardens) ■ San Clemente ■ San Carlos (Downtown) ■ San Ramon 0 San Dimas (Downtown) ■ Santa Fe Springs ■ Santa Maria (Downtown) ■ Santa Monica ■ Thousand Oaks (Thousand Oaks Boulevard) Fiscal and Economic Impact Studies completed as part of CEQA/Entitlement Processes ■ 65 Wal-Mart "Supercenters" 0 Huntington Park "Big Box" Center ■ Dollar General in Tulare County ■ Simi Valley Town Center — Regional Mall and ■ Dollar General in Joshua Tree Adjacent "Big Box" ■ Target store in Pomona ■ Simi Valley Town Center — Hotel Component ■ Albertson's Expansion in Carpinteria ■ Target Project in Santa Monica ■ Houghton/99 project in Kern County ■ Glendora Sam's Club/Home Depot ■ Valley Parkway Plaza in Escondido ■ Costco Projects in Torrance & Culver City ■ Costco Business Center in Commerce 0 "Big Box" Center in Santa Barbara ■ 2 Target Stores in Bakersfield ■ Simi Valley Wal-Mart ■ Cartmill Crossing in Tulare ■ Santa Maria Wal-Mart ■ Saco Ranch Specific Plan in Bakersfield 0 Super K-Mart in Ventura ■ Titan Transit Village in El Monte 0 Barney's/Saks Fifth Avenue in Beverly Hills ■ Grand Bakersfield Specific Plan 0 Majestic Spectrum Specific Plan in Chino ■ Costco project in Lakewood ■ Rio Bravo Specific Plan in Bakersfield ■ West Ming Specific Plan in Bakersfield STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. 11 h) Experience with municipal governmental agencies Approximately 80% of the firm's clients are municipal agencies. A representative list of the firm's previous municipal clients is provided under heading "g" above. STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. 12 2. REFERENCES OF CALIFORNIA GOVERNMENT AGENCIES Project: Comprehensive Economic Development Strategy (CEDS) for County of Imperial, CA Priscilla A. Lopez, Director of Workforce & Economic Development Client Contact: County of Imperial (442) 265-4985 priscillalopez@co.imperial.ca.us TNDG and EGS prepared a 5-year CEDS for Imperial County. TNDG's work scope included preparation of a comprehensive SWOT analysis, management of the CEDS Strategy Project Committee, facilitation of broad community outreach, completion of a detailed target Description: industry/cluster analysis, completion of an economic resilience analysis, coordination with local jurisdictions to develop list of candidate projects for future EDA funding applications, and preparation of the full updated CEDS document (and checklist for EDA submission). Dates: April 2024— February 2025 Staff Assigned: TNDG — Roger Dale, Joe McClure, Alan Levenson, Joe Collins EGS — Paul Saldana Final Outcome: CEDS adopted by Imperial County Board of Supervisors and approved by U.S. Economic Development Administration (EDA) in early 2025; implementation underway. Project: Economic Development Strategic Plan and Comprehensive Economic Development Strategy (CEDS) for County of Riverside, CA Kimberly Wright, Economic Development Manager Client Contact: Riverside County Office of Economic Development (951) 955-8916 KiWright@Rivco.org The TNDG/EGS team is currently finalizing work on an Economic Development Strategic Plan (EDSP) and a 5-Year CEDS for Riverside County. Concurrent with the countywide planning process, the team has also prepared a stand-alone Economic Development Strategy for the Project Coachella Valley subregion. The scope of this contract included an extensive stakeholder Description: outreach program in each of the county's 5 major subregions, an industry cluster analysis (including significant analytical and strategic interface with innovation initiatives at UC Riverside), launching of a Digital CEDS for the County, and preparation of a detailed economic resiliency assessment and scorecard. Dates: December 2024 — November 2025 Staff Assigned: TNDG — Roger Dale, Joe McClure, Alan Levenson, Joe Collins EGS — Paul Saldana Final Outcome: CEDS adopted by County in November 2025 (implementation underway); Digital CEDS launched in early 2026. STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. 13 Comprehensive Economic Development Strategy (CEDS) and Annual Performance Project: Reports for Inland Valley Development Agency (IVDA) / San Bernardino International Airport Authority (SBIAA) Michael Burrows, Chief Executive Officer Client Contact: IVDA/SBIAA (909) 382-4100 ext. 102 mburrows@sbdairport.com TNDG has been continuously involved with IVDA/SBIAA since 2015, preparing two 5-Year CEDS updates and all CEDS Annual Performance Reports. This work has included facilitation of the CEDS Strategy Committee; detailed target industry analyses and Project strategies; annual reporting of regional economic conditions; annual reporting of the Description: economic development "success stories" of IVDA/SBIAA and its partner jurisdictions (the five cities comprising the Joint Powers Authority); and annual coordination with the partner jurisdictions to update the CEDS project list (candidate projects for EDA grant funding applications). Dates: 5-Year CEDS Updates (2018 and 2023) CEDS Annual Performance Reports (2015-2017, 2019-2022, 2024, 2025) Staff Assigned: Roger Dale, Joe McClure, Alan Levenson, Joe Collins All CEDS and Annual Performance Reports approved by U.S. Economic Development Final Outcome: Administration (EDA) in years submitted; IVDA/SBIAA has successfully secured major EDA grants (for infrastructure capital improvements) based on CEDS. General Plan Market Analysis (demand projections for retail, office, industrial, Project: and hotel land uses) for City of San Ramon, CA Cindy Yee, AICP Client Senior Planner, City of San Ramon Contact: (925) 973-2562 cyee@sanramon.ca.gov TNDG served as the project economist for the City of San Ramon's General Plan Update. TNDG's work for this assignment has included demographic forecasts; market demand analysis for retail, office, industrial and hotel land uses; strategic recommendations for revitalizing San Ramon's retail shopping centers; identification of target industries; and Project preparation of an updated Economic Development Element. Given the City's strong Description: interest in defining policies to ensure the long-term viability of San Ramon's retail shopping centers, TNDG completed a focused follow-up study and conducted two study sessions with the Planning Commission to facilitate reconsideration of the City's retail policy which limited the percentage of shopping center space that could be occupied by non -retail uses. 2022-2023 (General Plan Update) Dates: 2024 (follow-up retail policy studies) Staff Assigned: Roger Dale, Joe McClure, Alan Levenson, Joe Collins Final Outcome: General Plan adopted December 2023 STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. 14 3. FEE SCHED FEE SCHEDULE EFFECTIVE JANUARY 1, 2026 Hourly Billing Rates for Professional Services Roger Dale, Principal - $280 Joe McClure, Senior Associate - $240 Alan Levenson, Senior Associate - $240 Joe Collins, Research Associate - $160 Paul Saldana, Principal (EGS) - $265 Other Charges In addition to professional fees, the following types of reimbursable expenses are billed as incurred without mark-up: • Data acquisition; • Photocopies; and • Printing of final reports Project -related automobile travel is billed at $0.725 per mile. Telephone, fax, postage and Federal Express expenses are absorbed by TNDG and not charged to the client. STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. 15 4. LIST OF SERVICES AND CORRESPONDING PRICES Based on the fee schedule (hourly billing rates) indicated in Section 3 above, TNDG would prepare itemized cost proposals (with detailed scopes of work) for any assignments requested by the City under this on -call contract. The table below provides general estimates of the typical cost ranges for the major project types anticipated under this contract. Project/Assignment Type Typical Cost Range Fiscal impact analysis — City revenue and cost impacts $15,000 - $25,000 Economic impact analysis — direct and indirect jobs, income, and spending $10,000 - $15,000 Real estate market analysis — retail $15,000 - $25,000 Real estate market analysis — office/business park $10,000 - $15,000 Real estate market analysis — hotel $8,000 - $12,000 Real estate market analysis — housing $8,000 - $12,000 Pro forma financial analysis $15,000 - $25,000 Economic development strategic plan (including marketing/business attraction plans and related community engagement) $75,000 - $125,000 Infrastructure financing strategy (project/ subarea specific) $15,000 - $25,000 Negotiation of development and tax -sharing agreements $20,000 - $35,000 STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. 16 5. STAFFING AND PROJECT ORGANIZATION The chart below outlines the anticipated roles of each team member. The allocation of task hours would be customized to fit the unique requirements of specific projects assigned by the City, but would generally reflect the percentage allocations indicated below. Percent Responsibility Team Member Project Role Types of Services for Typical Assignment Roger Dale Principal -in -Charge/ Client/public interface 20% Principal Project Manager Business outreach Meetings/presentations Real estate market analysis Strategic planning Financing mechanisms Report preparation Team management Contract management Joe McClure Chief Economist Real estate market analysis 30% Senior Associate Pro forma analysis Site feasibility studies Strategic planning Report preparation Planning/zoning analysis Compliance evaluations Economic impact analysis Workforce analysis Alan Levenson Support Economist Real estate market analysis 30% Senior Associate Pro forma analysis Strategic planning Report preparation Fiscal impact analysis Joe Collins GIS Specialist GIS mapping 20% Research Associate Data compilation Spreadsheet modeling Paul Saldana (EGS) Implementation/ Infrastructure financing As needed based Policy Guidance Strategic planning on requirements Business attraction of projects Project funding Ordinance adoption Total 100% STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. 17 6. SUBCONTRACTNG SERVICES TNDG's team for this submittal includes one sub -contractor: Paul Saldana of Economic Growth Strategies LLC. Drawing on his experience as an economic development practitioner (30+ years on staff with cities and counties), Paul would be available to support the TNDG on assignments involving economic development strategic planning, business attraction, infrastructure financing, and related policy/implementation recommendations. Paul's expertise related to project implementation would strongly complement TNDG's core focus on market analysis, economic impact analysis, community engagement, and strategic planning. 7. DISCLOSURES The Natelson Dale Group, Inc. (TNDG) has no negative history to disclose. 8. EXPLANATION OF METHODOLOGY Based on direction from the City, TNDG would prepare detailed task -order proposals for any assignments requested by the City under this on -call contract. 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U a_a a C a Q� Z u O (A 4+ a p N Q C E O (a C .0 -p a U +, +, N 7 Li- Q w O a E O c- , Q H L (D L _ N Q Q N (o •� O O U as C E N a+ n C a> + o Q U U EO O a O (o — .v O o a L a a 0 0 0 c c a > a) Q L U O CA °U an Y 0 O' a 2 3 U a a O O-0� Q > a c6 >° H> w > C w (.r- Q a CifO C Q LJ n +� (n (n .- Q c a c Q v • • • • • • • • • Q U C "a Q vCi U d UA V) c 0 i w U a (6 t C 5) (9 � U -p CA bio �+ = a a (o 41 N m ,1 (6 L E v, + � +J a C > �, InE Q t a c U a U U Q O (i3 > ai -O y c a U O C >ai } U _ O d _0 a C 0 E L E C m(6 L +, a O O O a 4- O c O (o (6 -0 a w L a w C V) a Z (B Z O U LL O J (7 a a c LL O o H � Z W @ 2 z W a a � H ~ N 9. ACKNOWLEDGEMENT OF INSURANCE REQUIREMENT If selected for assignment(s) for the City of La Quinta, The Natelson Dale Group, Inc. will meet all insurance coverage and indemnification requirements noted in Exhibits E and F, respectively, of the City's Agreement for Contract Services (Attachment 1 of the City's RFQ). Please see next page for completed acknowledgement form. STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. 22 INSURANCE REQUIREMENTS ACKNOWLEDGEMENT Must be executed by proposer and submitted with the proposal I, Roger A. Dale (name) hereby acknowledge and confirm that The Natelson Dale Group, Inc. (name of company) has reviewed the City's indemnification and minimum insurance requirements as listed in Exhibits E and F of the City's Agreement for Contract Services (Attachment 1); and declare that insurance certificates and endorsements verifying compliance will be provided if an agreement is awarded. I am President of The Natelson Dale Group, Inc. (Title) (Company) Commercial General Liability (at least as broad as ISO CG 0001): 0 $1,000,000 per occurrence/$2,000,000 aggregate OR ❑ $2,000,000 per occurrence/$4,000,000 aggregate ❑ $5,000,000 per occurrence/$5,000,000 aggregate Must include the following endorsements: General Liability Additional Insured General Liability Primary and Non-contributory Commercial Automobile Liability (at least as broad as ISO CA 0001): © $1,000,000 combined single limit for bodily injury and property damage 0 Auto Liability Additional Insured Workers' Compensation (per statutory requirements): 0 Statutory Limits / Employer's Liability $1,000,000 per accident or disease Must include the following endorsements: Workers' Compensation Endorsement with Waiver of Subrogation; OR Workers' Compensation Declaration of Sole Proprietor (if applicable) Professional Liability (Errors and Omissions): 0 Errors and Omissions liability insurance with a limit of not less than $1,000,000 per claim Cyber Liability ❑ $1,000,000 per occurrence/$2,000,000 aggregate 10. NON-COLLUISION AFFIDAVIT Please see next page for completed affidavit. STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. 24 NON -COLLUSION AFFIDAVIT FORM Must be executed by proposer and submitted with the proposal I, Roger A. Dale (name) hereby declare as follows: I am President (Title) of The Natelson Dale Group, Inc. (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: Roaer A. Dale President The Natelson Dale GrouD. Inc. P.O. Box 489, Yorba Linda, CA 92885 ACKNOWLEDGEMENT OF ADDENDA Please see next page for completed acknowledgement form. STATEMENT OF QUALIFICATIONS The Natelson Dale Group, Inc. 26 taQ�,�r� ACKNOWLEDGEMENT OF RECEIPT OF ADDENDA 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. SIGNATURE INDICATING RECEIPT N/A / `_