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2016-17 Terra Nova - On-Call Planning ServicesMEMORANDUM TO: FraIy nk J. Spevacek, City Manager FROM: b4i _sty R. Jonasson, Design and Development Director/City Engineer DATE: July 11, 2016 RE: Professional Services Agreement with Terra Nova for services related to On -Call Planning Services. Attached for your signature is the Professional Services Agreement between Terra Nova and City of La Quinta for the services referenced above. Please sign the attached agreement(s) and return to the City Clerk for processing and distribution. Requesting dqqR)aqratmmgerms hgaittLcheck and attach the items below, as op-pr2pri—atea X Contract payments will be charged to account number: 101-6002-60103 X Amount of Agreement, Amendment, Change Order, etc.: $90,000 X A Conflict of Interest Form 700 Statement of Economic Interests from Consultant(s) is attached with no reportable interests in LQ or X reportable interests A Conflict of Interest Form 700 Statement of Economic Interests is not required because this Consultant does not meet the definition in FPPC regulation 18701(2). Ayth-o-dity-to X Approved by the City Council on 07/05/16 City Manager's signature authority provided under Resolution No. 2015-045 for budgeted expenditures of $50,000 or less X Initial to certify that 3 written informal bids or proposals were received and considered in selection The, folio X Insurance certificates as required by the agreement — Performance bonds as required by the agreement (originals) X City of La Quinta Business License number LIC-0005753 EXPIRES 04/30/17 — Purchase Order number--- T-11104AMUTFUL THIS PROFESSIONAL SERVICES AGREEMENT (the "Agreement") is made and entered into by and between the CITY OF LA QUINTA, ("City"), a California municipal corporation, and TERRA NOVA PLANNING AND RESEARCH, INC. ("Consultant"). The parties hereto agree as follows- 1.2 Compliance with Low. All services rendered hereunder shall be provided in accordance with all ordinances, resolutions, statutes, rules, regulations, and laws of the City and any Federal, State, or local governmental agency ■ competent jurisdiction. a W W U a W W W W 9 9 9 W W N w w W W w w W W W IL -MIMIt I JWL 11C11u;U IzALtLIMI M I to correct any incomplete, inaccurate, or defective work at no further cost to City, when such inaccuracies are due to the negligence of Consultant. M D Q- -16- TTIIII4--- JOIJUt IP41 Waa Last revised April 2015 -2- Last revised April 2015 -3- Last revised April 2D15 -4- E-mail: ncriste@Terranovaptanning.com b. John D. Criste, Principal E-mail: c. Andrea Randall, Senior Planner E-mail: crandalMerranov Diann d. Kelly Clark, Associate Planner E-mail: kclark@terranovoDlanniaUOM Last revised April 2015 -5- Last revised April 2D15 -6- performed hereunder which are reasonably available to Consultant only from or through action by City. Last revised April 2015 -7- 7.4 Licensing of intellectual Propert . This Agreement creates a non-exclusi and perpetual license for City to copy, use, modify, reuse, or sublicense any and copyrights, designs, rights of reproduction, and other intellectual property embodi in the Documents and Materials. Consultant shot[ require all subcontractors, if any, Last revised April 2015 -8- WFUJUI U SECII 1-215le f be at City's sole risk. 8.3 Retention of Funds. City may withhold from any monies payable Consultant sufficient funds to compensate City for any losses, costs, liabilities, Last revised April 2D15 -9- Last revised April 2D15 -10- w w w w w a 6 NOW SIVIr V 4to MIM Last revised April 2015 -11- To City-. City Manager To Consultant - Attention: Nicole Sauviat CH e Principal Palm Desert, California 92211 10.2 Interpretation. The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of this Agreement or any other rule of construction which might otherwise appty. otherwise affect the terms of this Agreement. Last revised April 2D15 -12- 10.4 Counterparts. This Agreement may be executed in counterparts, each which shall be deemed to be an original, and such counterparts shall constitute a and the same instrument I Last revised April 2D15 -13- assigns of the parties. I Last revised April 2O1S -14- WHEREOF,IN WITNESS the parties have executedthis nt as of the dates stated below. CITY OF LA a CONSULTANT: California municipal corporation Digitally signed by Frank J. Spevacek DN: : serial Nu mber=g8z17znOv50w4d3x, c=US, st=California, I=La Quinta, o=Frank J. Spevacek, cn=FrankJ. NICOLE SAUVIAT CRISTE Spevacek Date: 2016.07.27 16:34:01-07'00' _. �.... PRINCIPAL FRANK J. , itManager Title: Dated:Dated: JU E6,2016 ATTFST- Digitally signed by Susan Maysels DN:serialNumber j4r7lllgtppsr45f,c=US,st=California, I=La Quinta, o=Susan Maysels, cn=Susan Maysels Date: 2016.07.28 11:51:42-07'00' City r Quinta,Lo lii APPROVED AS TO FORM: WILLIAM H. IHRKE, City Attorney City it California Exhibit A 1111111111111111i I I Era AT M-0 M* Provide generat planning -related development review and project management services to the City on a case -by -case basis. Review aind analyze development applications submitted to the City, includin Specific Plans, Site Development Permits, Tract Maps, and Conditional Us Permits. I Create presentations for City Council, Planning Commission, and the Architecture and Landscaping Review Board and present, upon request. • Write staff reports, and prepare conditionals of approval with associated resolutions. • Coordinate with applicants and schedule meetings, as needed. • When required, be present at City Hall and hold regular office hours as agreed upon by staffand Consultant. • Organize and maintain planning files at City Halt. • Planning -related project management of the SilverRock Resort development. Last revised April 2015 EXHIBIT A Page 1 of 1 Exhibit B w w 9 N W # M # 0 # IMS Ke [its Be 0 I Senior Planner $ 140.00 Associate Planner 11 5.0o Assistant Planner $ 95 DO Graphics Technician $ 60.00 Administrative Assistant $ 45.00 1'�cat livable Subconsultant priced on per project basis Rqkm-b-q-r"-Wg-s- c9"Iff-Und 1hc tct �o see °" 11 "` / Color) $ 15 ea 30 ea (I I " x 17" BW / Color) $ .30 ca .60 ea L jlrLye Format Plots W/Color S F and $5.00/S IF $ 1 SO, Telephone Toll Ch2jg��. $ Cost Fax Transmittals $ Cost Reproduction, Special photo. services, $Cost+ 15% document printing, aerial photo gram metry, postage, etc. Last revised April 2015 EXHIBIT B Page 1 of 1 Exhibit; C ca -• - �*. • j Exhibit D • Use of Blubeam Revu Standard software for electronic review of plans and maps. Last revised April 2015 EXHIBIT D Page 1 of 1 Exhibit E E. 1 insurance. Prior to the beginning of and throughout the duration of this Agreement, the fotloWing policies shot[ be maintained and kept in fbil force and effect providing insurance with minimum limits as indicated below and issued by insurers with A.M. Best ratings of no less than A-:V1: $1,000,000 (per occurrence) $2,000,000 (general aggregate) I III ;Iiji Errors and Omissions Liability $1,000,000 (per claim and aggregate) Workers' Compensation (per statutory requirements) Consultant shot! carry automobile liability insurance of $1,000,000 per NOW W�- - �*A T i I property resulting from Consultant's or its subcontractors' performance of or under this Agreement. E.3 General conditions Pertaining to Provisions of Insurance Coverage b Consultant. Consultant and City agree to the following with respect to insurance provided by Consultant I Ing sim= ti �"P PRk Virg I I a a prior to 1992. Consultant also agrees to require all contractors, and subcontractors to *-,a He ' . any other agreement and to pay the premium. Any premium so paid by City shall 11 at City option. 8. it is acknowledged by the parties of this agreement that aU insurance coverage required to be provided by Consultant or any su contractor, is nten e to apply first and on a primary, non-contributing basis in relation to any other insurance or self-insurance available to City. I 01 1 A, 0 lilt "ZI WIRAMINAMILM 4 an 11-Y I It IT" eTr must be declared to the City. At that time the City shall review options with the Consultant, which may include reduction or elimination of the deductible or self - insured retentionj substitution of other coverage, or other solutions. 12. For purposes of applying insurance coverage only, this Agreement wilt be deemed to have been executed immediately upon any it hereto taking any steps that can be deemed to be in furtherance of or �towards performance of this Agreement. 13. Consultant acknowledges and agrees that any actual or alleged failure on the part of City to inform Consultant of non-compliance with any insurance requirement in no way imposes any additional obligations on City nor does, it waive any rights hereunder in this or any other regard. 1=� �,� Exhibit F &-&M F.1 General indemnification Provi io SA W U R w w # I it I L i legal liability thereof) in the performance of professional services under this agreement. With respect to the design of public improvements, the Consultant shot[ T it �� 44 -fllf—af IJM� S7FfIfif, po&� at t I fif 8 tttf� crst-,# 'rdte II at a location other than that specified in Exhibit A without the written consent of the Consultant. w w w w w w 1219111*11LILIMYT 11IM41 ------ . ..... L 14111-LA obligations on City and will in no way act as a waiver of any rights hereunder. Th' obligation to indemnify and defend City as set forth herein is binding on t successors, assigns or heirs of Consultant and shot[ survive the termination of th agreement or this section. I DATE I le� CERTIFICATE OF LIABILITY INSURANCE0/01 1 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONL D CONFERS NO RIGHTSUPON THE CERTIFICATE HOL . THIS CERTIFICATE S NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTENDOR ALTER THE COVERAGE AFFORDEDPOLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT E E THE ISSUING I Sit (S)®AUTHORIZED REPRESENTATIVE OR PRODUCER, THE CERTIFICATE L . IMPORTANT: If the cerfiii to hBI ae Is an ADDITIONAL INSURED, lic g ) must be endorsed. If SUBROGATION IS WAIVED, subject t ib—e— terms and conditions of the policy, certain policies may require an endorsement A statement on this certificate does not confer rights to the certificate holder in lieu of such en orse ent(s). PRODUCER -.--ere Stettler, Agent License #0646868 MAMF.- Sonny I. Biro '. n OC36161 1 ate al Drive,SuiteNPRO EMAIL w,a Cathedral i , 4®1 el Rkss, bran @Seer esI er,net INSURERISI AFFORDING COVERAGE RARE A »w§ INSURER A. Slate Fa General Irasura C® s INSURED Terra NovaPlanning a Inc. - INSURER ®: $late Fa Mttttaal.Alalprl°Ipbllek Insaara df7, j9�ny 42635 Melanie Place, Suite 101 INSURER C- Palm e 1 113_INSURER ®: COVERAGES TIFIC T UREVISION THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE Y BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, CLJSIONSAND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN Y HAVE E REDUCED BY PAID CLAIMS. TRW ®maul . `— : UCY EFr PO4 C'Y #' LTA- TV OF INSURANCE POLICY NUMBER MM 0 Sa MIOB LIMITS .. w .._.„ 'EN 6 ®ILITY A G � Y 601001 011121 ce•I®cD91 E E 2,000,000 X OOMMEA GENERALLIAO LITY P ¢E Ats O tEm y� ; Sao, 0 CLAIM E �. OCCURMEO P( b S 5,000'PERSONAL S REV INJURY S 2,000,000 GENERAL AGGREGATE s 4.000.000 GEOL AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMPIOP AOG 4,000,000 POL Y PRIT= L $ AUTOMOBILEL)A®ILITY I Y Y 11121 OSl 111 E SINGLE OMIT A -. . stssS - i- .oa0m,0a® X AUTO BODILY INJURY (Per ) S ALL ED SCHEDULED BODILY INJURY (Per SAS AUTOS NONE® HIRED AUTOS OS AUTOS P$ UMBRELLA OCCUR EACH OCCURRENCE UeE S IME AGGREGATE XC IF E tD TION C rs WORKERS COSTATLt lTAN®ESPL®YEIA�TP YiN A ETPECEL OH ACCIDENT rY_ 6 EheF (Mand0ory IA NE.L. DISEASE - EA EMPLOYEE $ N yft, desaft w4er u .L DISEASE -POLICY LIMIT S P1 DESCRIPTION OF OPERATIONS I LOCAn0NS r VEHICLES (Aftach ACORD 101, Addhionmi RemawAs ,Se , K rrwm Apace to reqUlffld): CITY OF LA QUINTA, ITS OFFICERS® EMPLOYEES, CONTRACTORS, AND AGENTS, ARE COVERED AS ADDITIONAL INSUREDS. POLICY IS PRIMARY ANDNON-CONTRIBUTORY, AND WAIVEROF SUBROGATION APPLIES. CERTIFICATE.. HOLDER CAINICCLILAT(Oft SHOULD ANY P THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE CITY OF LA QUINTA THE EXPIRATION DATE THEREOF, NOTICE USILL BE DELIVERED I 78495 CALLE TAMPICOACCORDANCE I E POLICY PROVISIONS. LA 9 CA 92253 A II ORE U.2O L. CORO'C 11 ri rasa ACORD 5 ( 10! ) The ACORD name and logo are registered marks of ACORD 1001486 132849.6 11-15-2010 IYY3 Policy No.: 90 BPD066 0 FE-6609 SECTION 11 ADDITIONAL INSURED ENDORSEMENT IF Policy No.: 90 BPD066 0 Named Insured: TERRA NOVA PLANNING & RESEARCH INC Additional Insured (include address): CITY OF LA QUINTA 78495 CALLE TAMPICO LA QUINTA, CA 92253 WHO IS AN INSURED, under SECTION 11 DESIGNATION OF INSURED, is amended to include as an insured the Additional Insured shown above, but only to the extent that liability is imposed on that Additional Insured solely because of your work performed for that Additional Insured shown above. Any insurance provided to the Additional Insured shall only apply with respect to a claim made or a suit brought for damages for is you are provided coverage. The Primary Insurance coverage below applies only when there is an "X" in the box. Primary Insurance. The insurance provided tot Additional Insured shown above shall be primary insurance. Any insurance carried by the Additional Insured shall be noncontributory with respect to coverage provided to you. All other policy provisions apply, FE-6609 Printed in U.S.A. FE-6671 Page 1 of 1 WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US SCHEDULE PolicyNumber: 90 BPD066 Named Insured: TERRA VA PLANNINName and Address of Person or _ Organization: CITY OF LA QUINTA 78495 C LA QUINTA, CA 92253 The followingis added o Paragraph 10.b. of SECTION I AND SECTION I — COMMON e waive any right of recovery y have against the person or organization shown in the Schedule cause of payments we make for injury or damage arising out of: a. Your ongoing operations, or b. Your work one under contract with that person or organization andincluded in the products - completed operations This waiver applies only tote person or organization shown in the Schedule. II other policy provisions apply. FE-6671 0 copyright, State Farris Mutual Automobile Insurance company, 200$ Includes copyrighted material of Insurance services Office, Inc., with its permission, FE-6671 Printed inLl.. A (04/09) POLICYHOLDER COPY Sp . . BOX 8192, PLEASANTON, CA 94588_ CERTIFICATEF S' COMPENSATION ISSUE ®ATE; 12-08-2015 GROUP. POLICY NUMBER: __ 906679-2 15 CERTIFICATE I®: 4 CERTIFICATE EXPIRES: 0-01-216 9-01- 01 /Q9-®1-2016 THIS CERTIFICATE SUPERSEDES AND CORRECTS CERTIFICATE # 2 DATED 09-01-015 CITY OF LA QUINTQUINTA SP 78495 CALLS TAMPICO LA QUINTA CA 22 9-299 This is to certify that we have issued a validWorkers' Compensation insurance policy in a form approved by the California Insurance Commissioner to the employer named below for the policy period indicated. This policy is not subject to cancellation by the Fund except upon 30 days advance written notice to the employer, e will also give you 30 days advance notice should this policy be cancelled prier to its normal expiration. This certificate of insurance is not an insurance policy and does not amend, extend or alter the coverage afforded by the policy listed herein. Notwithstanding any requirement, term or condition of any contract or other document with respect to which this certificate of insurance may be issued or to which it may pertain, the insurance afforded by the policy described herein is subject to all the terms, exclusions, and conditions, of such policy; ��- le-oel-�q Authorized Representative President and CEO EMPLOYER'S LIABILITY LIMIT INCLUDING DEFENSE COSTS: $1,000,000 PER OCCURRENCE. ENDORSEMENT 16QQ - CRIST , JOH , P,S T - EXCLUDED. ENDORSEMENT ##1 QQ - CRISTE, NICOLE,_ VICE S - EXCLUDED. ENDORSEMENT 2065 ENTITLED CERTIFICATE HOLDERS' NOTICE EFFECTIVE 09®01-2019 IS ATTACHED TO AND FORMSPART" OF THIS POLICY. EMPLOYER TERRA NOVA PLANNING & RESEARCH,INC. SID 42635 MELANIEL STE 101 PALM DESERT CA 92211 [P17,SK] MEv.7-2014} PRINTED 1 ®Q9-2Q15 WTI HOME OFFICE SAN FRANCISCO EFFECTIVE SEPTEMBER 1, 2015 AT 12.01 A.M. D EXPIRING SEPTEMBER 1, 2016 AT 12.01 A.M. ALL EFFECTIVE DATES ARE AT 9 :01 AM PACIFIC STANDARD TIME OR THE TIME INDICATED AT PACIFIC STANDARD TIME TERRA NOVA PLANNING MELANIE42635 1 PALM w F�1" PERSON OR ORGANIZATION ANY INN OR ORGANIZATION FOR WHOM TBE NAMED INSURED HAS AGREED BY WRITTEN CONTRACT TO FURNISHT WAIVER - JOB DESCRIPTION BLANKET WAIVER SUBROGATION 9066678-15 RENEWAL r. 2-16-96-17 PAGE 1 OF NOTHING IN THIS ENDORSEMENTri • SHALL BE HELD TO VARY, ALTER, WAIVE O. EXTEND ANY OF THE TERMS, CONDITIONS, LIMITATIONS OF THIS - POLICY ® r THAN AS STATED. HELD TO VARY, ALTER, WAIVE i> • LIMIT THE TERMS,/ LIMITATIONS OF DE` COUNTERSIGNED AND ISSUED AT SAN FRANCISCO: AUTHOR ZED REPRESENT- IVE SCIF FORM 10217 IREV,7-2014) AUGUST 13, 201 PRESIDENT AND CEO 0 DATE WM/DDNYYY) ACC ->RV CERTIFICATE OF LIABILITY INSURANCE 717/2016 • x r s Iw ia IMPORTANTIf the certificate holder' NAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, sub the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rig s to t a certificate holder in lieu of such endo—ament(s). PRODUCER Michael J Hall & Company i AveA/E Insurance Services fJU S O IPRSURER�SE AFFORDING �gVERAGE [ FiAIC ._..._ _ .: INSURER Rtirlenta ua t Com�any� . INSURED TERRNOV-01 INSURER 13_, Terra Nova Planning & Research Inc INSUREC:.... 42635 Melanie PI Ste 101 �IIVSURER- Palm Desert CA 92211 _ . �_. INSURER E,> ... �. COVERAGES CERTIFICATE NUMBER:476491520 INSURER .F : REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD k INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ..... .. .. ... fi t[1DL.Lsai�n ..... ....... LTR i TYPE OF INSURANCE a IN R tD -POLICY NUMBER _.. _ _.... ( POLICY EFF POUC`d EXP MMI DD NI tDDNYtlY LIMITS` E } I GENERAL LIABILITY �.. { EACH OCCURRENCE $ .. $ d COMMERCIAL GENERAL LIABILITY i UAMA61t 1 V KCN 0 PRFMIGES LEy;crppuerence$ I $ (� CLAIMS -MADE k � OCCUR � } [_MD EDE 4Any one . 1 I I PCRSONAL & AEG INJURY S — T ) ,� GEN'L AGGREGATE LIMIT APPLIES PER: ) I PRODUCTS - COINWOP ACG F T ` tiPOLICY � Pft -; I LCC (' Is y t AUTOMOBILE LIABILITY i E ' JE._aco dagt)..0 . -..,._.._ ANY AUTO I BODILY INJURY (Per per on) ,� ..... ALL OWNED SCHEDULEDm AUTOS € 1 AUTOS 3 .. ... BODILY INJURY (Per accident) I .r I' NON -OWNED j. HIRED AUTOS r k'+ft3K'D,fi7Y tDtStvlaL:... , i AUTOS i � �i;"ar UMBRELLA LIAR s OCCUR EACH OCDURRENCE ` X ECESS LIAR dw . .. �......; CLAIMS -MADE e i ( AGGREGATE S r.�.1 I DEL) RETC-NTICkN $ i I $ WORKERS COMPENSATION ) ) I _ ( a WC STAT0- 'OTH AND EMPLOYERS' LIABILITY YIN @ TOY LIMITS ER ANY PROPRI ETORIPARTNERIEXECUTIVE t ' OFFICER/MEMBER EXC{_UDHD? �� N t A E.L. EACH ACCIDENT L $ (Mandatory In NH) r i 9 E L.. DISEASE EA EMPLOYEEj $ u ( ]{ (Eyes, describe Lander # DESCRIPTION OF OPERATIONS below : __ _.. . . _ ,. , �, _ ._ I i E.L.. DISEASE- POLICY. LIMIT Is , A Professional Llab;Clalras Made � 1591894734 1 11/512015 ° 11d a12016 $2,000,000 Per Clam $2,000,000 Aggregate DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) I i L I CERTIFICATE HOLDER CANCELLATION l SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City Of La QUinta THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 7 -945 Calle Tampico ACCORDANCE WITH THE POLICY PROVISIONS. j La QUinta CA 92253 I AUTHORIZED REPRESENTATIVE._ I I . O 1988-2010 ACORDCORPORATION. All rights reserved. AC (2010/0) The ACORD name and logo are registered marks of ACORD ,b A Date Initial Filing Received STATEMENT OF ECONOMIC INTERESTS Official Use Only COVER PAGE Please type or print In Ink. NAME OF FILER (LAST) (FIRST) (MIDDLE) Cristo Nicole Sauviat Office, r Court _ AgencyName(Do (Odnotusdacron Yrnsj City of La Quinta Division, Board, Department, District, if applicable Your Position Consulting Planner r If filing for multiple positions, list below or on an attachment, (Co not use acronyms) Agency, Position: 2. Jurisdiction f Office (Check at least one box) _ [—] State El Judge or Court Commissioner (Statewide Jurisdiction) El Multi County .vw. - -- - -. _. __ __ e. _-..:;. -..,,- ❑ County of ® City of La Quinta - ❑ Cthar ® Type of Statement (Check at least one box) ® Annual; The period covered is January 1, 2015, through ❑ Leaving Office: Date Left December 31, 2015, (Check one) ®or® The period covered is _..1.--- i __, through 0 The period covered Is January 1, 2015, through the date of December 31, 2015, ®or- leaving office, ❑ Assuming Office: Dat® 0 The period covered is tn. _ _.._. through the date of leaving office. ❑ Candidate: Election year u . ;:,.. and office sought, If different than Pall 1„ 4. Schedule Summary (must complet) o, Total u including this ever ea Schedules attached Schedule A-1 - Investments schedule attached W1 Schedule C - Income, Loans, & Business Positions - schedule attached Schedule -2 - Investments - schedule attached ❑ Schedule D - Income - Gifts - schedule attached Schedule IS - Real Property.- schedule attached ❑Schedule E - Income - Gifts - Travel Payments - schedule attached ❑ None s No reportable interests on any schedule 5. Verification -. MAIiIN� ADDRESS STREET CITY -� STATE ZIP CODE (Business or Agency Address R000mmended - Public Documeni) 42635 Melanie Place, Suite 101 Palm Desert CA 92211__ 0AYTIME TF EPHONE �t )MBER E i Aii Ai Q ES { 760 j 3 1-4500 ncriste@terranovaplanning.com i have used all reasonable dlligenoe in preparing this statement: I have reviewed this statement and to the best of my knowledge the information contained herein and in any attached schedules is true and complete, I acknowledge this Is a public document, I certify under penalty of perjury under the laws of the State of California that the fore Win d c rr ct. i 710712016 Date Signed _ _ a _ _ _ __ ... Signature- gnalliii, day, year) f :t # r ergs a, Tic sl Ta %OM a i ' w klifv ddrrslal) FPPC Form 700(2015/2016) FPPC Advice Email: advicerignbIec.caugov FPPC Toll -Free Helpline: 366/27 -3772 www.fppc.ca.gov SCHEDULE ® ® e Investments, Income, and Assets of Business Entities/Trusts Name (Ownership Interest Is 10% or Greater) Nicole altviat ri to Terra Nova Planning & Research, Inc, Narne Name _ 4�26 5Melanie Place, Ste 101, Palm Desert, 92211 . --d- m, _ �u d - s - s` Address (Suslness Addy®s� Accept -able) address (Business Address Acceptable) Check one Check one ❑ Trust, go to 2 ® Business Entity, complete the box, them go to 2 ❑ Trust, go to 2 ❑ Rosiness Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE IF APPLICABLE, LIST• DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE: EJ s0 - $1,999 ❑ s0 - $1,999 $2,000 - $10,000 $2,000 - $10,000 } $10,001 . $100,000 ACQUIRED DISPOSED l❑ $10,001 - $100,000 ACQUIRED DISPOSED } $100,001 - $1,000,000 ❑ $100,001 - $1,000,000 i Over $1,000,000 ❑Over $1,000,000 NATURE OF INVESTMENT ❑ Partnership Sole stock NATURE OF INVESTMENT ❑ Proprietorship [� � ❑ Partnership ® Sole Proprietorship osner YOUR BUSINESS BUSINEss POSITION Vice President `FOUR BUSINESS POSITION ❑ $0 - $499 ❑ $10,001 - $100,000 El $0 - $499 ❑ $10,001 - $100,000 ❑ $500 - suort ® OVER $100,000 ❑ $Soo - $1,000 ❑ OVER $100,000 ❑ stool - $1a,000 ❑ $1,001 - $10,000 Me "Names Ej None or ❑ Names listed below DEN a n or Ilsted below /aoott<one trcx: Check one box , ❑ INVESTMENT REAL PROPERTY 0 INVESTMENT ❑ REAL PROPERTY -. -M _ �a_-_. _W__ _.-wa __, Name of Buslrress Edt€ty„ df Invesissr*rst, �i° _ :o ,us-1 -a _ m -,-. Naszree of Buslrgess Entity„ if invostrnerat or Assessor's Marcel Numbar or Street Address of Real Property Assessor's Parcel Number or $troot Address of Real Property Description of Business Activity PE Description of Business Activity gr City or Other Precise Location of Real Property City, or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE, FAIR MARKET VALUE IF APPLICABLE, LIST DATE. ❑ $2,000 - $10,000 ❑ $2,000 - $10,000 E'$10,001 - $100,000 .. � 5 $10,001 - $100,000 r_-� $100,001 - $1,00o,aoo ACQUIRED DISPOSED -.. $1ao,oal - $1,aoa,oaa ACQUIRED DISPOSED Over $1,000,000 Over $1,000,000 NATURE OF INTEREST NATURE OF INTEREST ❑ Property Ownershdp/Deed of Trust ❑ Stock E} Partnership ❑ Property Ownership/Deed of Trust ❑ Stock ❑ Partnership ❑ Leasehold _ __., __ __..: ❑ Other _ _... m._ m - ___ _ ❑ Leasehold _F-__- ❑ Other Yrs ^ramthnToi Yrs. rer,aalulinfR ❑ Check box if additional schedules reporting investments or real property Check box if additional schedules reporting Investments or real property are attached are attached ca lrtaerit FPPC Form 700 (2015/2016) Sch, A-2 FPPC Advice Email: advice fppc.ca.gov FPPC Trill®Free Hel line; 8 /275-3772 www,fp c,ca. ov SCHEDULE C Income, Loans, & Business Positions Name (Other than Gifts and Travel Payments) Nicole Sauvviat Criste NAME OF SOURCE OF INCOME NAME OF SOURCE OF INCOME Terra Nova Planning & Research, Inc. ADDRESS (Business Address Acceptable) ADDRESS (Business Address Acceptable) 2635 Melanie PI, Ste, 101, Palm Desert, CA 92211 BUSINESS ACTIVITY, IF ANY, OF SOURCE ®. BUSINESS ACTIVITY, IF ANY, OF SOURCE Environmental & Land Planning Firm YOUR BUSINESS POSITION YOUR BUSINESS POSITION Vice President GROSS INCOME RECEIVED GROSS INCOME RECEIVED ❑I $500 - $1,000 ❑ $1,001 - $10,000 ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ® OVER $100,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED CONSIDERATION FOR WHICH INCOME WAS RECEIVE® ® Salary ❑ Spouse's or registered domestic partner's income ❑ Salary Spouse's or registered domestic partner's Income (For self-employed use Schedule A-2.) (For self-employed use Schedule A-2.) ❑ Partnership (Less than 10% ownership. For 10% or greater use ❑ Partnership (Less than 10% ownership. For 10% or grerater use Schedule A-2.) Schedule A-2.) ❑ Sale of Sale of� (peat property, car, boat, eta.) (Real property, car, boat, etc,) ❑ Loan repayment ❑' Loan repayment ❑ Commission or ❑ Rental Income, list each source of $10,000 or more ❑ commission or ❑ Rental Income, list each source of $10,000 or more 9!•`d"J9racrPbel_.,_,,...,.........,...�....,,,,,...�._....._._,_m ,..�,... �.:u___u..��..Juw.-u_....VV....�,...,,w.:.::.....___.�_,. pcesodbe) ❑ Other � � _Y. � � u- . _ (❑ Ocher,...vm......,:�m. _ {Describe) (t7asotrb®) mm •® m s m m ®®, m® You are not required to report loans from, commercial lending institutions, or any indebtedness created as part of a retail installment or credit card transaction, made in the lender's regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender's regular course of business must be disclosed as follows; NAME OF LENDER" INTEREST RATE TERM (MonthsNears) ADDRESS (Business Address Acceptable) SECURITY FOR LOAN BUSINESS ACTIVITY, IF ANY, OF LENDER ❑] None ❑ Personal residence _, ;, p ❑ Real Property HIGHEST BALANCE DURING REPORTING PERIOD Street address ❑ $500 - $1,000 city ❑ $1,001 - $10,000 ❑Guaran4orm..�m�m�m_,_; ❑ $10,001 - $100,000 ❑ OVER $100,000 Other FPPC Farm 700 (2025/2016) Soho C FPPC Advice Email: advice@fppc.ca.gov _FPPC Tell -Free Helpiine: 66/275-3772 www.fppc.ca.$eat