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Home My WebLink AboutC-4061 - PSA for Planning Services• PROFESSIONAL SERVICES AGREEMENT WITH LARWENCE ASSOCIATES FOR PLANNING SERVICES rel THIS AGREEMENT is made and entered into as of thisINday ofw, 2008, by and between the CITY OF NEWPORT BEACH, a Municipal Corporation ("City"), and LAWRENCE ASSOCIATES, a Sole Proprietorship, whose address is 32092 Via Carlos, San Juan Capistrano, California 92675 ("Consultant"), and is made with reference to the following: RECITALS A. City is a municipal corporation duly organized and validly existing under the laws of the State of California with the power to carry on its business as it is now being conducted under the statutes of the State of California and the Charter of City. B. City desires to engage Consultant to provide project management and planning staff services upon the terms and conditions contained in this Agreement. C. Consultant possesses the skill, experience, ability, background, certification and knowledge to provide the services described in this Agreement. E. The principal member of Consultant for purposes of Project shall be Lary N. Lawrence. F. City has solicited and received a proposal from Consultant, has reviewed the previous experience and evaluated the expertise of Consultant, and desires to retain Consultant to render professional services under the terms and conditions set forth in this Agreement. NOW, THEREFORE, it is mutually agreed by and between the undersigned parties as follows: 1. TERM The term of this Agreement shall commence on the above written date, and shall terminate on the 31St day of December 2009, unless terminated earlier as set forth herein. 2. SERVICES TO BE PERFORMED Consultant shall diligently perform all the services described in the Scope of Services attached hereto as Exhibit A and incorporated herein by 1 0 • reference. The City may elect to delete certain tasks of the Scope of Services at its sole discretion. 3. TIME OF PERFORMANCE Time is of the essence in the performance of services under this Agreement and Consultant shall perform the services in timely manner as necessary for the City of Newport Beach to comply with the submittal and processing requirements of the Permit Streamlining Act. The failure by Consultant to provide services in such timely manner may result in termination of this Agreement by City. Notwithstanding the foregoing, Consultant shall not be responsible for delays due to causes beyond Consultant's reasonable control. However, in the case of any such delay in the services to be provided for the Project, each party hereby agrees to provide notice to the other party so that all delays can be addressed. 3.1 Consultant shall submit all requests for extensions of time for performance in writing to the Project Administrator not later than ten (10) calendar days after the start of the condition that purportedly causes a delay. The Project Administrator shall review all such requests and may grant reasonable time extensions for unforeseeable delays that are beyond Consultant's control. 3.2 For all time periods not specifically set forth herein, Consultant shall respond in the most expedient and appropriate manner under the circumstances, by either telephone, fax, hand -delivery or mail. 4. COMPENSATION TO CONSULTANT City shall pay Consultant for the services on a time and expense not -to - exceed basis in accordance with the provisions of this Section and the Billing Rates attached hereto as Exhibit B, both incorporated herein by reference. Consultant's compensation for all work performed in accordance with this Agreement, including all reimbursable items and subconsultant fees, shall not exceed Fifty Thousand Dollars and no/100 ($50,000) without additional authorization from City. No billing rate changes shall be made during the term of this Agreement without the prior written approval of City. 4.1 Consultant shall submit monthly invoices to City describing the work performed the preceding month. Consultant's bills shall include the name of the person who performed the work, a brief description of the services performed and/or the specific task in the Scope of Services to which it relates, the date the services were 2 • 0 performed, the number of hours spent on all work billed on an hourly basis, and a description of any reimbursable expenditures. City shall pay Consultant no later than thirty (30) days after approval of the monthly invoice by City staff. 4.2 City shall reimburse Consultant only for those costs or expenses specifically approved in this Agreement, or specifically approved in advance by City. Unless otherwise approved, such costs shall be limited and include nothing more than the following costs incurred by Consultant: A. The actual costs of subconsultants for performance of any of the services that Consultant agrees to render pursuant to this Agreement, which have been approved in advance by City and awarded in accordance with this Agreement. B. Approved reproduction charges. C. Actual costs and/or other costs and/or payments specifically authorized in advance in writing and incurred by Consultant in the performance of this Agreement. 4.3 Consultant shall not receive any compensation for Extra Work performed without the prior written authorization of City. As used herein, "Extra Work" means any work that is determined by City to be necessary for the proper completion of the Project, but which is not included within the Scope of Services and which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Compensation for any authorized Extra Work shall be paid in accordance with the Schedule of Billing Rates as set forth in Exhibit B. 5. PROJECT MANAGER Consultant has designated Larry N. Lawrance as Project Manager, who shall coordinate all phases of the Project. This Project Manager shall be available to City at all reasonable times during the Agreement term. Consultant shall not remove or reassign the Project Manager or any personnel listed in Exhibit A or assign any new or replacement personnel to the Project without the prior written consent of City. City's approval shall not be unreasonably withheld with respect to the removal or assignment of non -key personnel. Consultant, at the sole discretion of City, shall remove from the Project any of its personnel assigned to the performance of services upon written request of City. Consultant warrants that it will continuously furnish the 3 necessary personnel to complete the Project on a timely basis as contemplated by this Agreement. 6. ADMINISTRATION This Agreement will be administered by the Planning Department. Janet Johnson Brown shall be the Project Administrator and shall have the authority to act for City under this Agreement. The Project Administrator or her authorized representative shall represent City in all matters pertaining to the services to be rendered pursuant to this Agreement. In performing duties set forth in the Scope of Services in Exhibit "A". 7. CITY'S RESPONSIBILITIES In order to assist Consultant in the execution of its responsibilities under this Agreement, City agrees to, where applicable: A. Provide access to, and upon request of Consultant, one copy of all existing relevant information on file at City. City will provide all such materials in a timely manner so as not to cause delays in Consultant's work schedule. B. Provide photocopying, blueprinting and other services through City's reproduction company. Consultant will provide electronic copies of documents and the City will coordinate the required documents with City's reproduction company. All other reproduction will be the responsibility of Consultant. 8. STANDARD OF CARE 8.1 All of the services shall be performed by Consultant or under Consultant's supervision. Consultant represents that it possesses the professional and technical personnel required to perform the services required by this Agreement, and that it will perform all services in a manner commensurate with community professional standards. All services shall be performed by qualified and experienced personnel who are not employed by City, nor have any contractual relationship with City. 8.2 Consultant represents and warrants to City that it has or shall obtain all licenses, permits, qualifications, insurance and approvals of whatsoever nature that are legally required of Consultant to practice its profession. Consultant further represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any and all licenses, permits, insurance and other approvals that are 4 0 0 legally required of Consultant to practice its profession. Consultant shall maintain a City of Newport Beach business license during the term of this Agreement. 8.3 Consultant shall not be responsible for delay, nor shall Consultant be responsible for damages or be in default or deemed to be in default by reason of strikes, lockouts, accidents, or acts of God, or the failure of City to furnish timely information or to approve or disapprove Consultant's work promptly, or delay or faulty performance by City, contractors, or governmental agencies. 9. HOLD HARMLESS To the fullest extent permitted by law, Consultant shall indemnify, defend and hold harmless City, its City Council, boards and commissions, officers, agents and employees (collectively, the "Indemnified Parties") from and against any and all claims (including, without limitation, claims for bodily injury, death or damage to property), demands, obligations, damages, actions, causes of action, suits, losses, judgments, fines, penalties, liabilities, costs and expenses (including, without limitation, attorney's fees, disbursements and court costs) of every kind and nature whatsoever (individually, a Claim; collectively, "Claims"), which may arise from or in any manner relate (directly or indirectly) to any work performed or services provided under this Agreement (including, without limitation, defects in workmanship or materials and/or design defects [if the design originated with Consultant]) or Consultant's presence or activities conducted on the Project (including the negligent and/or willful acts, errors and/or omissions of Consultant, its principals, officers, agents, employees, vendors, suppliers, consultants, subcontractors, anyone employed directly or indirectly by any of them or for whose acts they may be liable or any or all of them). Notwithstanding the foregoing, nothing herein shall be construed to require Consultant to indemnify the Indemnified Parties from any Claim arising from the sole negligence or willful misconduct of the Indemnified Parties. Nothing in this indemnity shall be construed as authorizing any award of attorney's fees in any action on or to enforce the terms of this Agreement. This indemnity shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by the Consultant. 10. INDEPENDENT CONTRACTOR It is understood that City retains Consultant on an independent contractor basis and Consultant is not an agent or employee of City. The manner R 0 and means of conducting the work are under the control of Consultant, except to the extent they are limited by statute, rule or regulation and the expressed terms of this Agreement. Nothing in this Agreement shall be deemed to constitute approval for Consultant or any of Consultant's employees or agents, to be the agents or employees of City. Consultant shall have the responsibility for and control over the means of performing the work, provided that Consultant is in compliance with the terms of this Agreement. Anything in this Agreement that may appear to give City the right to direct Consultant as to the details of the performance or to exercise a measure of control over Consultant shall mean only that Consultant shall follow the desires of City with respect to the results of the services. 11. COOPERATION Consultant agrees to work closely and cooperate fully with City's designated Project Administrator and any other agencies that may have jurisdiction or interest in the work to be performed. City agrees to cooperate with the Consultant on the Project. 12. CITY POLICY Consultant shall discuss and review all matters relating to policy and Project direction with City's Project Administrator in advance of all critical decision points in order to ensure the Project proceeds in a manner consistent with City goals and policies. 13. PROGRESS Consultant is responsible for keeping the Project Administrator and/or his/her duly authorized designee informed on a regular basis regarding the status and progress of the Project, activities performed and planned, and any meetings that have been scheduled or are desired. 14. INSURANCE Without limiting Consultant's indemnification of City, andrip or to commencement of work. Consultant shall obtain, provide and maintain at its own expense during the term of this Agreement, a policy or policies of liability insurance of the type and amounts described below and in a form satisfactory to City. A. Certificates of Insurance. Consultant shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein. Insurance certificates must be approved by City's Risk Manager prior to commencement of R 0 0 performance or issuance of any permit. Current certification of insurance shall be kept on file with City's at all times during the term of this Agreement. B. Signature. A person authorized by the insurer to bind coverage on its behalf shall sign certification of all required policies. C. Acceptable Insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance in the State of California, with an assigned policyholders' Rating of A (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best's Key Rating Guide, unless otherwise approved by the City s Risk Manager. D. Coverage Reguirements. General Liability Coverage. Consultant shall maintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury, and property damage, including without limitation, contractual liability. If commercial general liability insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement, or the general aggregate limit shall be at least twice the required occurrence limit. Automobile Liability Coverage. Consultant shall maintain automobile insurance covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with work to be performed under this Agreement, including coverage for any owned, hired, non -owned or rented vehicles, in an amount not less than four hundred and fifty thousand dollars ($450,000) combined single limit for each occurrence. E. Endorsements. Each general liability and automobile liability insurance policy shall be endorsed with the following specific language: The City, its elected or appointed officers, officials, employees, agents and volunteers are to be covered as additional insureds with respect to liability arising out of work performed by or on behalf of the Consultant. 7 0 0 ii. This policy shall be considered primary insurance as respects to City, its elected or appointed officers, officials, employees, agents and volunteers as respects to all claims, losses, or liability arising directly or indirectly from the Consultant's operations or services provided to City. Any insurance maintained by City, including any self-insured retention City may have, shall be considered excess insurance only and not contributory with the insurance provided hereunder. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company. iv. The insurer waives all rights of subrogation against City, its elected or appointed officers, officials, employees, agents and volunteers. V. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to City, its elected or appointed officers, officials, employees, agents or volunteers. vi. The insurance provided by this policy shall not be suspended, voided, canceled, or reduced in coverage or in limits, by either party except after thirty (30) calendar days (10 calendar days written notice of non-payment of premium) written notice has been received by City. F. Timely Notice of Claims. Consultant shall give City prompt and timely notice of claim made or suit instituted arising out of or resulting from Consultant's performance under this Agreement. G. Additional Insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work. 15. PROHIBITION AGAINST ASSIGNMENTS AND TRANSFERS Except as specifically authorized under this Agreement, the services to be Provided under this Agreement shall not be assigned, transferred contracted or subcontracted out without the prior written approval of City. Any of the following shall be construed as an assignment: The sale, assignment, transfer or other disposition of any of the issued and • 0 outstanding capital stock of Consultant, or of the interest of any general partner or joint venturer or syndicate member or cotenant if Consultant is a partnership or joint -venture or syndicate or cotenancy, which shall result in changing the control of Consultant. Control means fifty percent (50%) or more of the voting power, or twenty-five percent (25%) or more of the assets of the corporation, partnership orjoint-venture. 16. SUBCONTRACTING City and Consultant agree that subconsultants may be used to complete the work outlined in the Scope of Services. The subconsultants authorized by City to perform work on this Project are identified in Exhibit A. Consultant shall be fully responsible to City for all acts and omissions of the subcontractor. Nothing in this Agreement shall create any contractual relationship between City and subcontractor nor shall it create any obligation on the part of City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise required by law. Except as specifically authorized herein, the services to be provided under this Agreement shall not be otherwise assigned, transferred, contracted or subcontracted out without the prior written approval of City. 17. OWNERSHIP OF DOCUMENTS Each and every report, draft, map, record, plan, document and other writing produced (hereinafter "Documents"), prepared or caused to be prepared by Consultant, its officers, employees, agents and subcontractors, in the course of implementing this Agreement, shall become the exclusive property of City, and City shall have the sole right to use such materials in its discretion without further compensation to Consultant or any other party. Consultant shall, at Consultant's expense, provide such Documents to City upon prior written request. Documents, including drawings and specifications, prepared by Consultant pursuant to this Agreement are not intended or represented to be suitable for reuse by City or others on any other project. Any use of completed Documents for other projects and any use of incomplete Documents without specific written authorization from Consultant will be at City's sole risk and without liability to Consultant. Further, any and all liability arising out of changes made to Consultant's deliverables under this Agreement by City or persons other than Consultant is waived against Consultant and City assumes full responsibility for such changes unless City has given Consultant prior notice and has received from Consultant written consent for such changes. 9 0 18. CONFIDENTIALITY All Documents, including drafts, preliminary drawings or plans, notes and communications that result from the services in this Agreement, shall be kept confidential unless City authorizes in writing the release of information. 19. INTELLECTUAL PROPERTY INDEMNITY The Consultant shall defend and indemnify City, its agents, officers, representatives and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in Consultant's drawings and specifications provided under this Agreement. 20. RECORDS Consultant shall keep records andinvoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures and disbursements charged to City, for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of City to examine, audit and make transcripts or copies of such records and invoices during regular business hours. Consultant shall allow inspection of all work, data, Documents, proceedings and activities related to the Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 21. WITHHOLDINGS City may withhold payment to Consultant of any disputed sums until satisfaction of the dispute with respect to such payment. Such withholding shall not be deemed to constitute a failure to pay according to the terms of this Agreement. Consultant shall not discontinue work as a result of such withholding. Consultant shall have an immediate right to appeal to the City Manager or his/her designee with respect to such disputed sums. Consultant shall be entitled to receive interest on any withheld sums at the rate of return that City earned on its investments during the time period, from the date of withholding of any amounts found to have been improperly withheld. 10 22. ERRORS AND OMISSIONS In the event of errors or omissions that are due to the negligence or professional inexperience of Consultant which result in expense to City greater than what would have resulted if there were not errors or omissions in the work accomplished by Consultant, the additional design, construction and/or restoration expense shall be borne by Consultant. Nothing in this paragraph is intended to limit City's rights under any other sections of this Agreement. 23. CITY'S RIGHT TO EMPLOY OTHER CONSULTANTS City reserves the right to employ other Consultants in connection with the Project. 24. CONFLICTS OF INTEREST The Consultant or its employees may be subject to the provisions of the California Political Reform Act of 1974 (the "Act'), which (1) requires such persons to disclose any financial interest that may foreseeably be materially affected by the work performed under this Agreement, and (2) prohibits such persons from making, or participating in making, decisions that will foreseeably financially affect such interest. If subject to the Act, Consultant shall conform to all requirements of the Act. Failure to do so constitutes a material breach and is grounds for immediate termination of this Agreement by City. Consultant shall indemnify and hold harmless City for any and all claims for damages resulting from Consultant's violation of this Section. 25. NOTICES All notices, demands, requests or approvals to be given under the terms of this Agreement shall be given in writing, to City by Consultant and conclusively shall be deemed served when delivered personally, or on the third business day after the deposit thereof in the United States mail, postage prepaid, first-class mail, addressed as hereinafter provided. All notices, demands, requests or approvals from Consultant to City shall be addressed to City at: Attn: Janet Johnson Brown Planning Department City of Newport Beach 3300 Newport Boulevard Newport Beach, CA, 92663 Phone: 949-644-3200 11 0 • Fax: 949-644-3229 All notices, demands, requests or approvals from CITY to Consultant shall be addressed to Consultant at: Attn: Larry N. Lawrence Lawrence Associates 32092 Via Carlos San Juan Capistrano, CA 92675 Phone: 949-661-8175 Fax: 949-661-4828 26. TERMINATION In the event that either party fails or refuses to perform any of the provisions of this Agreement at the time and in the manner required, that party shall be deemed in default in the performance of this Agreement. If such default is not cured within a period of two (2) calendar days, or if more than two (2) calendar days are reasonably required to cure the default and the defaulting party fails to give adequate assurance of due performance within two (2) calendar days after receipt of written notice of default, specifying the nature of such default and the steps necessary to cure such default, the non -defaulting party may terminate the Agreement forthwith by giving to the defaulting party written notice thereof. Notwithstanding the above provisions, City shall have the right, at its sole discretion and without cause, of terminating this Agreement at any time by giving seven (7) calendar days prior written notice to Consultant. In the event of termination under this Section, City shall pay Consultant for services satisfactorily performed and costs incurred up to the effective date of termination for which Consultant has not been previously paid. On the effective date of termination, Consultant shall deliver to City all reports, Documents and other information developed or accumulated in the performance of this Agreement, whether in draft or final form. 27. COMPLIANCE WITH ALL LAWS Consultant shall at its own cost and expense comply with all statutes, ordinances, regulations and requirements of all governmental entities, including federal, state, county or municipal, whether now in force or hereinafter enacted. In addition, all work prepared by Consultant shall conform to applicable City, county, state and federal laws, rules, regulations and permit requirements and be subject to approval of the Project Administrator and City. 12 0 28. WAIVER A waiver by either party of any breach, of any term, covenant or condition contained herein shall not be deemed to be a waiver of any subsequent breach of the same or any other term, covenant or condition contained herein, whether of the same or a different character. 29. INTEGRATED CONTRACT This Agreement represents the full and complete understanding of every kind or nature whatsoever between the parties hereto, and all preliminary negotiations and agreements of whatsoever kind or nature are merged herein. No verbal agreement or implied covenant shall be held to vary the provisions herein. 30. CONFLICTS OR INCONSISTENCIES In the event there are any conflicts or inconsistencies between this Agreement and the Scope of Services or any other attachments attached hereto, the terms of this Agreement shall govern. 31. AMENDMENTS This Agreement may be modified or amended only by a written document executed by both Consultant and City and approved as to form by the City Attorney. 32. SEVERABILITY If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect. 33. CONTROLLING LAW AND VENUE The laws of the State of California shall govern this Agreement and all matters relating to it and any action brought relating to this Agreement shall be adjudicated in a court of competent jurisdiction in the County of Orange. 33. EQUAL OPPORTUNITY EMPLOYMENT Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for 13 employment because of race, religion, color, national origin, handicap, ancestry, sex or age. IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the day and year first written above. APPROVED AS TO FORM: City Attorney for the City of Newport Beach CITY OF NEWPORT BEACH, A Municipal Corporation By: Qfty Manager < for the City of Newport Beach ATTEST• <`' CONSULTANT: By: LaVonne Harkless, Lary . La enc FP r i n c i p a I City Clerk Lawr ce Associates Attachments: Exhibit A - Scope of Services Exhibit B — Schedule of Hourly Rates 14 0 0 EXHIBIT "A" SCOPE OF SERVICES Lawrence Associates will provide contract planning and project management services to the City of Newport Beach in conjunction with processing of Group Residential Use Permit applications and hearings. Lawrence Associates will function on behalf of the City in reviewing applicant submittals, supervising preparation of materials, staff analyses and reports for Administrative Hearings and possible City Council appeals, and taking actions as are necessary and appropriate to ensure that City -required reviews and actions take place in a timely manner. As it is virtually impossible to establish a "not to exceed" cost at the outset of a project such as this, Lawrence Associates services will be provided on a "time and materials" basis. Hourly rates are included as Exhibit "B". For budgeting purposes, $50,000 is authorized for this contract. 15 Ll 0 EXHIBIT "B" SCHEDULE OF HOURLY RATES LAWRENCE ASSOCIATES $105.00 per hour 16 0-W("f LAWRASS-01 HBCT05 AL- "Ic" CERTIFICATE OF LIABILITY INSURANCE DATE (MM(DDIYYYY) _615/2013 THIS CERTIFICATE IS ISSUED. AS `A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER($), AUTHORIZED REPRESENTATIVE OR PRODUCER, ANb THE`C'ER'FIFICATE HOLDER. IMPORTANT: If the certificate holder Is an ADDITIONAL INSURED, the policy(les) must be an If SUBROGATION IS WAIVED, subject to the 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 endorsement(s). PRODUCER License # 0564249 OC) Heffernan Insurance Brokers Hutton Centre Drive, Suite 500 - Santa Ana, CA 92707 NTACT PHON E EFAX AIC, No Est) 1 (714) 361-7700_ AIC Bo ; 1 (714 361-7701 E-MAIL ADDRESS: INSURERS) AFFORDING COVERAGE -—NAIC# INSURER A: Hanover Insurance Company_ X22292 INSURED INSURER B: Continental Casualty Company ii220443 INSURER C: Lawrence Associates INSURER D INSURER E: 32092 Via Carlos San Juan Capistrano, CA 92675 INSURER F: COVERAGES CERTIFICATE NUMBER: 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 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. ILTR TYPE OF INSURANCE A DL. POUCYNUMBER jMM/DDPOICYl1'YYY EFF POLIO EXP LIMITS _YYY) GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 A X I COMMERCIAL GENERAL LIABILITY X OH3909832702 6/1/2013 6/1/2014 3AMTGET>�N � - �� PREMISES (Ea ocwrrence $ 1,900,000' CLAIMS -MADE '- OCCUR MED EXP (Any one person) $ � PERSONAL S ADV INJURY $ t,000,6010 1 GENERAL AGGREGATE $ „ O �DEVIL AGGREGATE LIMIT APPLIES PER. PRODUCTS- COMP(OPAGG�I$$�� 2,OD9,D96 7 POLICY A i JE� FI LOC ( I $ A AUTOMOBILE LIABILITY ANY AUTO IOH3909832702 6/1/2013 1 6/1/2014 COMBINED SINGLE LIMIT 1,DDD,DDD: L11 accitlent $ _ BODILY INJURY (Per person) $ ALL OWNED SCHEDULED AUTOS AUTOS NON -OWNED HIRED AUTOS X AUTOS _ BODILY INJURY Per accident $ { ) PROPERTY DAMAGE - PER ACCIDENT) $_ UMBRELLA LIAa i OCCUR EACH OCCURRENCE $ _ AGGREGATE $ EXCESS LIAB CLAIMS -MADE DED RETENTION$ $ WO RKERB COMPENSATION AND EMPLOYERS' LIABILITY VIN ANY PROPRIETORlPARTNERIEXECUTIVE F-l OFFICERIMEMBER EXCLUDED? (Mandatory in NH) Use desenbe under DESCRIPTION OF OPERATIONS below NIA WC STAT U- OTH- T RY I T ER E.L. EACH ACCIDENT $ .---t— E.L. DISEASE -EA EMPLOYE $ E.L. DISEASE -POLICY LIMIT 1 $ B PROFESSIONAL MCA288270832 7/6/2010 7/6/2013 IPER CLAIM 1,000,0001 B�TY MCA288270832 7/6/2010 7/6/2013 AGGREGATE 1,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS /VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space Is required) Projects as on file with the insured. City of Newport Beach, its officers, agents, and employees are named as additional insureds on General Liability policy -see attached endorsement. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Newport Beach City Clerk THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 3300 Newport Blvd. _ AUTHORIZED REPRESENTATIVE Newport Beach, CA 92658-8915 © 1988-2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010105) The ACORD name and logo are registered marks of ACORD Policy Number: OH3909832702 Insured: LAWRENCE ASSOCIATES THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. GENERAL LIABILITY SUPPLEMENTARY ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM 1. Additional Insured by Contract, (2) To any person or organization Agreement or Permit included as an insured by an Under SECTION II — LIABILITY, C. endorsement issued by us and Who Is An Insured, Paragraph 4. is made part of this Policy; added as follows: (3) To any lessor of equipment: a. Any person or organization for (a) After the equipment lease whom you are performing expires; or operations when you and such (b) If the "bodily injury", person or organization have agreed "property damage" or in writing in a contract, agreement or "personal and advertising permit that such person or injury" arises out of the sole organization be added as an negligence of the lessor; additional insured on your policy. Such person or organization is an (4) To any: additional insured only with respect (a) Owners or other interests to liability for "bodily injury", from whom land has been "property damage" or "personal and leased which takes place advertising injury" caused, in whole after the lease for that land or in part, by: expires; or (1) Your acts or omissions; or (b) Managers or lessors of (2) The acts or omissions of those premises if: acting on your behalf, (i) The occurrence takes but only with respect to: place after you cease to (3) "Your work" for the additional be a tenant in that insured(s) at the location premises; or designated in the contract, (ii) The "bodily injury", agreement or permit; or "property damage' or (4) Premises you own, rent, lease, "personal and advertising injury" arises control or occupy. out of structural This insurance applies on a primary alterations, new basis if that is required by the construction or written contract, agreement or demolition operations permit. performed by or on b. This provision does not apply: behalf of the manager (1) Unless the written contract or or lessor; or written agreement has been 5 () To "bodily in "property y jury", "pro ert executed or permit has been damage" or "personal and issued prior to the "bodily advertising injury" arising out of injury", "property damage' or the rendering of or the failure to "personal and advertising render any professional injury"; services. This includes but is not limited to any professional 391-1586 02 11 Includes copyrighted material of Insurance services Offices, Inc., with its permission Page 1 of 4 services as an architect or If other valid and collectible engineer arising out of any insurance is available to the construction agreement or Additional Insured for a loss we activities under which any cover under SECTION 11— insured or anyone acting on any LIABILITY, Part A. Coverages, insured's behalf provides or Paragraph 1., Business provided service, advice, Liability our obligations are expertise or work. Construction limited as follows: includes, but is not limited to, a. Primary Insurance the plan, conception, design, This insurance is primary to build, construct, assembly, other insurance that is development, safety, erection, available to the Additional formation, reconstruct, Insured which covers the rehabilitation, repair, or any Additional Insured as a improvement made to real Named Insured. We will not property. Construction also seek contribution from any includes the hiring, supervision other insurance available to or management of any of these the Additional Insured activities. However, this except: exclusion does not apply to (1) For the sole negligence liability arising out of an of the Additional insured's presence at a jobsite Insured; that was not caused by professional activities listed in (2) When the Additional the above paragraph. Insured an Additional Insured under another c. Additional insured coverage primary liability policy; provided by this provision will not be or broader than coverage provided to (3) When b.(2) below any other insured. applies. d. All other insuring agreements, If this insurance is exclusions, and conditions of the primary, our obligations policy apply. are not affected unless 11. Additional Insured by Contract, any of the other Agreement or Permit — Primary and insurance is also Non-contributory primary. Then, we will share with all that other The following is added to SECTION 111— insurance by the COMMON POLICY CONDITIONS: method described in M. Other Insurance b.(3) below. 1. Additional Insureds b. Excess Insurance If you agree in a written This insurance is excess contract, written agreement or over: permit that the insurance (1) Any of the other provided to any person or insurance, whether organization included as an primary, excess, Additional Insured under contingent or on any SECTION 11 - LIABILITY, Part other basis: C — Who is An Insured, is (a) That is Fire, primary and non-contributory, Extended the following applies: Coverage, Builder's Risk, Installation Risk or similar coverage for "your work'; 391.1586 02 11 Includes copyrighted material of Insurance services Offices, Inc., with its permission Page 2 of 4 (b) That is Fire (1) The total amount that all insurance for such other insurance would premises rented to pay for the loss in the the Additional absence of this insurance; Insured or and temporarily occupied by the (2) The total of all deductible Additional Insured and self-insured amounts with permission of under all that other the owner; insurance. (c) That is insurance We will share the remaining purchased by the loss, if any, with any other A Additional Insured Acover insurance that is not described to the in this Excess Insurance Additional Insurehe provision and was not bought liability as a tenant specifically to apply in excess of for "property the Limits of Insurance shown in damage" to the Declarations of this premises rented to Coverage Part. the Additional c. Method Of Sharing Insured or If all of the other insurance permits temporarily contribution by equal shares, we will occupied by the follow this method also. Under this Additional Insured approach each insurer contributes with permission of equal amounts until it has paid its the owner; or applicable limit of insurance or none (d) If the loss arises out of the loss remains, whichever of the maintenance comes first. or use of aircraft, If any of the other insurance does .,autos" or watercraft not permit contribution by equal to the extent not shares, we will contribute by limits. subject to Exclusion Under this method, each insurer's g, of SECTION II — share is based on the ratio of its LIABILITY, Part A. applicable limit of insurance to the Coverages, 1. total applicable limits of insurance of Business Liability. all insurers. When this insurance is excess, III. Aggregate Limit of Insurance (Per we will have no duty under Project) SECTION II — LIABILITY, Part A. Coverages, 1. Business a. For purposes of the coverage Liability to defend the insured provided by this endorsement, D. against any "suit" if any other Liability and Medical Expenses insurer has a duty to defend the Limits of insurance under Section insured against that "suit". If no If — Liability is amended by adding other insurer defends, we will the following: undertake to do so, but we will be entitled to the insured's rights The General Aggregate Limit under against all those other insurers. D. Liability and Medical Expenses When this insurance is excess Limits of Insurance applies over other insurance, we will separately to each of "your projects" pay only our share of the or each location listed in the amount of the loss, if any, that Declarations. exceeds the sum of: 391-1586 02 11 Includes copyrighted material of Insurance Services Offices, Inc., with its permission Page 3 of 4 b. For purposes of the coverage provided by this endorsement F. Liability And Medical Expenses Definitions under Section II - Liability is amended by adding the following: a. "Your project' means: I. Any premises, site or location at, on, or in which "your work" is not yet completed; and ii. Does not include any location listed in the Declarations. IV. Blanket Waiver of Subrogation Paragraph K. Transfer Of Rights Of Recovery Against Others To Us in Section III — Common Policy Conditions is amended by the addition of the following: We will waive any right of recovery we may have against any person or organization when you have agreed in a written contract, permit or agreement to waive any rights of recovery against such person or organization because of payments we make for injury or damage arising out of your ongoing operations or "your work" done under a contract with that person or organization and included in the "products -completed operations hazard". 391-1586 02 11 Includes copyrighted material of Insurance Services Offices, Inc., with its permission Page 4 of 4 HEFFERNAN INSURANCE BROKERS 6 HUTTON CENTRE DR. SUITE 500 SANTA ANA, CA 92707 CITY OF NEWPORT BEACH CITY CLERK 3300 NEWPORT BLVD NEWPORT BEACH CA 92663-3816 (OC)Heffernan Prof. Practices 714-361- 6 Hutton Centre Drive, #500 Santa Ana, CA 92707 George DeWalt - Pre Merger Lawrence Associates CITYNEW City of Newport Beach City Clerk 3300 NEWPORT BLVD NEWPORT BEACH CA 92663-3816 C- qa(ol RECF11VEL) 4vit MAY -7 AN IU. LL _ OF -CE OF THE CP _ „ , � CLERK Cfry _ 1 '„1,iT 65V,4 �i OP ID: ZM CERTIFICATE OF LIABILITY INSURANCE04/30/1212 °aT1Y) 04/3 CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR. NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. INSR' LTR IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the 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 endomement(s). ADD $ BR PRODUCER 714-361-7700 (OC)Heffernan Prof. Practices 714-361-7701 6 Hutton Centre Drive, #500 Santa Ana, CA 92707 George Merger 9 9 ONTACT Sherry Young CNA GENERAL LIABILITY PHONE 714-361-7717 FAx lac. No.EXU: (mc,N.: 714-361-7701 E-rnAIL she hefFins.com ADDRESS:. rryy@ — PRODUCER--LAWRE04 C S M _ ID p.- INSURER(S)AFFORDING COVERAGE I MAIOa INSURED Lawrence Associates 32092 Via Carlos San Juan Capistrano, CA 92675 INSURERA: Hanover Ins. Co. INSURER B: Continental Casualty Co. .20443 INSURER C INSURER D NSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: 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 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' LTR TYPE OF INSURANCE ADD $ BR I POLICY EFF POLICY EXP ' POLICY NUMBER rd MIDDKYYY MMIDDNYYYI LIMITS GENERAL LIABILITY +_EACH OCCURRENCE S 1,000,000 A! X COMMERCIAL GENERAL LIABILITY X OHF909832701 06/01/12 ! 06/01/13 PREMISES Shea omurrence 5 300,000 I CLAIMS -MADE I OCCUR MED EXP (Any one person) S 5;000 I PERSONAL B ADV INJURY S 1,000,000 GENERAL AGGREGATE 'S 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: I PRODUCTS-COMPIOP AGG S 2,000,000 PRO - PRO- $ POLICY X I LOC I AUTOMOBILE LIABILITY I 1 COMBINED SINGLE LIMIT �$ 1,000,000 IBe A ZANY AUTO j IIOHF909832701 ! 06/01/12 accident) ! 06101/13 I BODILY INJURY (Perperson) f S ALL OWNEDAUTOS I BODILY INJUI RV(Peraccdenl) I$ SCHEDULED AUTOS I PROPERTY DAMAGE X • HIRED AUTOS (Per accitlenq 5 NON-OWNEDAUTOS I ! ($ I I$ 'UMBRELLA LIAB .1OCCUR I I EACH OCCURRENCE ;S rEXCESS LIAB CILIMS-MADE NIA I AGGREGATE Is IS DEDUCTIBLE I I I I RETENTION S ` 5 WORKERBCOMPENSATIONI I OCSTATU- OTK LIABILITY EMPLOYERS 'LIABILITY' Y IN I - YPROPRIErOPARTNER/EXECUTIVE I ANRI •NIA iE.LEACHACCIDENT1S OFDCERIMEMBER EXCLUDED) NIA i_ (Mandatory in NH)+ EL DISEASE - EA EMPLOYEE S U yes. describe under 1 I IS DESCRIPTION OF OPERATIONSbalow I E.L. DISEASE -PoLICY UNIT B PROF. LIABILITYI MCA288270832 ' 07106110 I 07/06/13 PER CLAIM 1,000,000 AGGREGATE 1,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) Projects as on file with the insured. City of Newport Beach, its officers, agents, and employees are named as additional insureds on General Liability policy -see attached endorsement. CITYNEW City of Newport Beach City Clerk 3300 Newport Blvd. Newport Beach„ CA 92658-8915 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. All Hi htc roccnmd ACORD 25 (2009/09) The ACORD name and logo are registered marks of ACORD Policy Number: OHF909832701 Insured: LAWRENCE ASSOCIATES THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. GENERAL LIABILITY SUPPLEMENTARY ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM I. Additional Insured by Contract, personal and advertising Agreement or Permit injury"; Under SECTION 11 — LIABILITY, C. (2) To any person or organization Who Is An Insured, Paragraph 4. is included as an insured by an added as follows: endorsement issued by us and a. Any person or organization for made part of this Policy; whom you are performing (3) To any lessor of equipment: operations when you and such (a) After the equipment lease person or organization have agreed expires; or in writing in a contract, agreement or permit that such person or (b) If the "bodily injury", organization be added as an "property damage" or additional insured on your policy. "personal and advertising Such person or organization is an injury" arises out of the sole additional insured only with respect negligence of the lessor; to liability for "bodily injury", (4) To any: "property damage" or "personal and (a) Owners or other interests advertising injury" caused, in whole from whom land has been or in part, by: leased which takes place (1) Your acts or omissions; or after the lease for that land (2) The acts or omissions of those expires; or acting on your behalf, (b) Managers or lessors of but only with respect to: premises if: (3) "Your work" for the additional (i) The occurrence takes insured(s) at the location place after you cease to designated in the contract, be a tenant in that agreement or permit; or premises; or (4) Premises you own, rent, lease, (it) The "bodily injury", control or occupy. property damage" or `personal and This insurance applies on a primary advertising injury" arises basis if that is required by the out of structural tt wrien contract, agreement or alterations, new permit. construction or b. This provision does not apply: demolition operations (1) Unless the written contract or performed by or on written agreement has been behalf of the manager executed or permit has been orlessor;or issued prior to the "bodily (5) To "bodily injury", "property injury", "property damage" or damage" or "personal and advertising injury" arising out of 391-1586 02 11 Includes copyrighted material of Insurance Services Offices, Inc., with its permission Page 1 of 4 the rendering of or the failure to If other valid and collectible render any professional insurance is available to the services. This includes but is Additional Insured for a loss we not limited to any professional cover under SECTION II — services as an architect or LIABILITY, Part A. Coverages, engineer arising out of any Paragraph 1., Business construction agreement or Liability our obligations are activities under which any limited as follows: insured or anyone acting on any a. Primary Insurance insured's behalf provides or This insurance is primary to provided service, advice, other insurance that is expertise or work. Construction available to the Additional includes, but is not limited to, Insured which covers the the plan, conception, design, Additional Insured as a build, construct, assembly, Named Insured. We will not development, safety, erection, seek contribution from any formation, reconstruct, other insurance available to rehabilitation, repair, or any the Additional Insured improvement made to real except: property. Construction also (1) For the sole negligence includes the hiring, supervision of the Additional or management of any of these Insured; activities. However, this exclusion does not apply to (2) When the Additional liability arising out of an Insured an Additional insured's presence at a jobsite Insured under another that was not caused by primary liability policy; professional activities listed in or the above paragraph. (3) When b.(2) below applies. c. Additional insured coverage provided by this provision will not be If this insurance is broader than coverage provided to primary, our obligations any other insured. are not affected unless any of the other d. All other insuring agreements, insurance is also exclusions, and conditions of the primary. Then, we will policy apply. share with all that other II. Additional Insured by Contract, insurance by the Agreement or Permit — Primary and method described in Non-contributory b.(3) below. b. Excess Insurance The following is added to SECTION III — COMMON POLICY CONDITIONS: This insurance is excess over: M. Other Insurance (1) Any of the other 1. Additional Insureds insurance, whether If you agree in a written primary, excess, contract, written agreement or contingent or on any permit that the insurance other basis: provided to any person or (a) That is Fire, organization included as an Extended Additional Insured under Coverage, Builder's SECTION II - LIABILITY, Part Risk, Installation C — Who is An Insured, is Risk or similar primary and non-contributory, coverage for "your the following applies: work" 391-1586 02 11 Includes copyrighted material of Insurance Services Offices, Inc., with its permission Page 2 of 4 (b) That is Fire (1) The total amount that all insurance for such other insurance would premises rented to pay for the loss in the the Additional absence of this insurance; Insured or and temporarily (2) The total of all deductible occupied by the and self-insured amounts Additional Insured under all that other with permission of insurance. the owner; We will share the remaining (c) That is insurance loss, if any, with any other purchased by the insurance that is not described Additional Insured in this Excess Insurance to cover the provision and was not bought Additional Insured's specifically to apply in excess of liability as a tenant the Limits of Insurance shown in for "property the Declarations of this damage" to Coverage Part, premises rented to the Additional c. Method Of Sharing Insured or If all of the other insurance permits temporarily contribution by equal shares, we will occupied by the follow this method also. Under this Additional Insured approach each insurer contributes with permission of equal amounts until it has paid its the owner; or applicable limit of insurance or none (d) If the loss arises out of the loss remains, whichever of the maintenance comes first. or use of aircraft, If any of the other insurance does "autos" or watercraft not permit contribution by equal to the extent not shares, we will contribute by limits. subject to Exclusion Under this method, each insurer's g. of SECTION II — share is based on the ratio of its LIABILITY, Part A. applicable limit of insurance to the Coverages, 1. total applicable limits of insurance of Business Liability. all insurers. When this insurance is excess, III. Aggregate Limit of Insurance (Per we will have no duty under Project) SECTION II — LIABILITY, Part A. Coverages, 1. Business a. For purposes of the coverage Liability to defend the insured provided by this endorsement, D. against any "suit" if any other Liability and Medical Expenses insurer has a duty to defend the Limits of Insurance under Section insured against that "suit". If no II — Liability is amended by adding other insurer defends, we will the following: undertake to do so, but we will be entitled to the insured's rights The General Aggregate Limit under against all those other insurers. D. Liability and Medical Expenses Limits of Insurance applies When this insurance is excess separately to each of "your projects" over other insurance, we will or each location listed in the pay only our share of the Declarations. amount of the loss, if any, that exceeds the sum of: 391-1586 02 11 Includes copyrighted material of Insurance Services Offices, Inc., with its permission Page 3 of 4 b. For purposes of the coverage provided by this endorsement F. Liability And Medical Expenses Definitions under Section II - Liability is amended by adding the following: a. "Your project' means: i. Any premises, site or location at, on, or in which .your work" is not yet completed; and ii. Does not include any location listed in the Declarations. IV. Blanket Waiver of Subrogation Paragraph K. Transfer Of Rights Of Recovery Against Others To Us in Section III — Common Policy Conditions is amended by the addition of the following: We will waive any right of recovery we may have against any person or organization when you have agreed in a written contract, permit or agreement to waive any rights of recovery against such person or organization because of payments we make for injury or damage arising out of your ongoing operations or "your work" done under a contract with that person or organization and included in the "products -completed operations hazard". 391-1566 02 11 Includes copyrighted material of Insurance Services Offices, Inc., with its permission Page 4 of 4 OP ID: Q8 ,acoRo° CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) �►�'' 06/20/11 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND C R THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND O T GE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(i a do d. f 493ROGATION IS WAIVED, subject to the 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 endorsement(s). _ PRODUCER 714-997-8100 NAME CT ~(� (OC)Heffernan Prof. Practices 714-460-9935 PHONE j_ U 1855 W. Kate]la Ave. #255 Arc No A/c No): Orange, CA 92867 E-MAIL . • h rrVVIi1e#fi INSURED Lawrence Associates INSURER A: Hanover Ins. Co. 32092 Via Carlos INSURERB:Continental Casualty Co. 20443 San Juan Capistrano, CA 92675 _INSURERC: INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: 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 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 LTR OF INSURANCE ADDLTYPE INSR SUER POLICY NUMBER EFF MMIDDIIYYYY Y EXP MM DDPOLICY IYYYY LIMITS Newport Beach„ CA 92658-8915 GENERAL LIABILITY EACH OCCURRENCE $ 1,000,00 A X COMMERCIAL GENERAL LIABILITY OHF909832700 06/01/11 06/01/12 DAMAPREMISGE EST O(ERa ENTEDoccurrence $ 300,00( CLAIMS -MADE OCCUR MED EXP (Any one person) $ 5,00 PERSONAL & ADV INJURY $ 1,000,00 GENERAL AGGREGATE $ 2,000,00 GENT AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $ 2,000,00 POLICY FX PRO LOC $ A AUTOMOBILE LIABILITY ANY AUTO OHF909832700 06/01/11 06/01/12 COMBINED SINGLE LIMIT $ INCL IN G (Ea accident) BODILY INJURY (Per person) $ ALL OWNED AUTOS BODILY INJURY (Per accident) $ X SCHEDULED AUTOS HIRED AUTOS PROPERTY DAMAGE $ (Per accident) $ X NON -OWNED AUTOS UMBRELLA LIAR HOCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB CLAIMS -MADE N/A DEDUCTIBLE $ $ RETENTION $ WORKERS COMPENSATIONSTATU- AND EMPLOYERS' LIABILITY YIN ANY PROPRIETOR/PARTNER/EXECUTIVE ❑ OFFICER/MEM BER EXCLUDED? NIA N/A OTH- TWOR LIMIT R E.L. EACH ACCIDENT $ (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ B PROF. LIABILITY MCA288270832 07/06/10 1,000,00 �_bW7PERCLAIM AGGREGATE 1,000,00 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) Projects as on file with the insured. City of Newport Beach, its officers, agents, and employees are named as additional insureds on General Liability policy -see attached endorsement. CERTIFICATE PIC)l r1FR CANCFI I ATI17N CITYNEW SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Newport Beach ACCORDANCE WITH THE POLICY PROVISIONS. City Clerk AUTHORIZED REPRESENTATIVE 3300 Newport Blvd. Newport Beach„ CA 92658-8915 ©1988-2009 ACORD CORPORATION. All rights reserved. ACORD 26 (2009/09) The ACORD name and logo are registered marks of ACORD Policy Number: OHF909832700 Insured: LAWRENCE ASSOCIATES THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. GENERAL LIABILITY SUPPLEMENTARY ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM Additional Insured by Contract, Agreement or Permit Under SECTION II — LIABILITY, C. Who Is An Insured, Paragraph 4. is added as follows: a. Any person or organization for whom you are performing operations when you and such person or organization have agreed in writing in a contract, agreement or permit that such person or organization be added as an additional insured on your policy. Such person or organization is an additional insured only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by: (1) Your acts or omissions; or (2) The acts or omissions of those acting on your behalf, but only with respect to: (3) "Your work" for the additional insured(s) at the location designated in the contract, agreement or permit; or (4) Premises you own, rent, lease, control or occupy. This insurance applies on a primary basis if that is required by the written contract, agreement or permit. b. This provision does not apply: (1) Unless the written contract or written agreement has been executed or permit has been issued prior to the "bodily injury", "property damage" or "personal and advertising injury"; (2) To any person or organization included as an insured by an endorsement issued by us and made part of this Policy; (3) To any lessor of equipment: (a) After the equipment lease expires; or (b) If the "bodily injury", "property damage" or "personal and advertising injury" arises out of the sole negligence of the lessor; (4) To any: (a) Owners or other interests from whom land has been leased which takes place after the lease for that land expires; or (b) Managers or lessors of premises if: (i) The occurrence takes place after you cease to be a tenant in that premises; or (ii) The "bodily injury", "property damage" or "personal and advertising injury" arises out of structural alterations, new construction or demolition operations performed by or on behalf of the manager or lessor; or (5) To "bodily injury", "property damage" or "personal and advertising injury" arising out of the rendering of or the failure to render any professional services. This includes but is not limited to any professional 391-1586 02 11 Includes copyrighted material of Insurance Services Offices, Inc., with its permission Page 1 of 4 services as an architect or If other valid and collectible engineer arising out of any insurance is available to the construction agreement or Additional Insured for a loss we activities under which any cover under SECTION II — insured or anyone acting on any LIABILITY, Part A. Coverages, insured's behalf provides or Paragraph 1., Business provided service, advice, Liability our obligations are expertise or work. Construction limited as follows: includes, but is not limited to, a. Primary Insurance the plan, conception, design, This insurance is primary to build, construct, assembly, other insurance that is development, safety, erection, available to the Additional formation, reconstruct, Insured which covers the rehabilitation, repair, or any Additional Insured as a improvement made to real Named Insured. We will not property. Construction also seek contribution from any includes the hiring, supervision other insurance available to or management of any of these the Additional Insured activities. However, this except: exclusion does not apply to (1) For the sole negligence liability arising out of an of the Additional insured's presence at a jobsite Insured; that was not caused by (2) When the Additional professional activities listed in the above paragraph. Insured is an Additional Insured under another c. Additional insured coverage primary liability policy; provided by this provision will not be or broader than coverage provided to (3) When b.(2) below any other insured. applies. d. All other insuring agreements, If this insurance is exclusions, and conditions of the primary, our obligations policy apply. are not affected unless II. Additional Insured by Contract, any of the other Agreement or Permit —Primary and insurance is also Non-contributory primary. Then, we will share with all that other The following is added to SECTION III — insurance by the COMMON POLICY CONDITIONS: method described in M. Other Insurance b.(3) below. 1. Additional Insureds b. Excess Insurance If you agree in a written This insurance is excess contract, written agreement or over: permit that the insurance (1) Any of the other provided to any person or insurance, whether organization included as an primary, excess, Additional Insured under contingent or on any SECTION II - LIABILITY, Part other basis: C — Who is An Insured, is (a) That is Fire, primary and non-contributory, Extended the following applies: Coverage, Builder's Risk, Installation Risk or similar coverage for "your work"; 391-1586 02 11 Includes copyrighted material of Insurance Services Offices, Inc., with its permission Page 2 of 4 (b) That is Fire (1) The total amount that all insurance for such other insurance would premises rented to pay for the loss in the the Additional absence of this insurance; Insured or and temporarily (2) The total of all deductible occupied by the and self-insured amounts Additional Insured under all that other with permission of insurance. the owner; (c) That is insurance We will share the remaining loss, if any, with any other purchased by the insurance that is not described Additional Insured in this Excess Insurance to cover the Additional Insured's provision and was not bought specifically to apply In excess of liability as a tenant the Limits of Insurance shown in for "property the Declarations of this damage" to Coverage Part. premises rented to the Additional c. Method Of Sharing Insured or If all of the other insurance permits temporarily contribution by equal shares, we will occupied by the follow this method also. Under this Additional Insured approach each insurer contributes with permission of equal amounts until it has paid its the owner; or applicable limit of insurance or none (d) If the loss arises out of the loss remains, whichever of the maintenance comes first. or use of aircraft, If any of the other insurance does "autos" or watercraft not permit contribution by equal to the extent not shares, we will contribute by limits. subject to Exclusion Under this method, each insurer's g. of SECTION II — share is based on the ratio of its LIABILITY, Part A. applicable limit of insurance to the Coverages, 1. total applicable limits of insurance of Business Liability. all insurers. When this insurance is excess, III. Aggregate Limit of Insurance (Per we will have no duty under Project) SECTION II — LIABILITY, Part A. Coverages, 1. Business a. For purposes of the coverage Liability to defend the insured provided by this endorsement, D. against any "suit" if any other Liability and Medical Expenses insurer has a duty to defend the Limits of Insurance under Section insured against that "suit". If no II — Liability is amended by adding other insurer defends, we will the following: undertake to do so, but we will be entitled to the insured's rights The General Aggregate Limit under against all those other insurers. D. Liability and Medical Expenses When this insurance is excess Limits of Insurance applies over other insurance, we will separately to each of "your projects" pay only our share of the or each location listed in the amount of the loss, if any, that Declarations. exceeds the sum of: 391-1586 02 11 Includes copyrighted material of Insurance Services Offices, Inc., with its permission Page 3 of 4 b. For purposes of the coverage provided by this endorsement F. Liability And Medical Expenses Definitions under Section II - Liability is amended by adding the following: a. "Your project" means: i. Any premises, site or location at, on, or in which "your work" is not yet completed; and ii. Does not include any location listed in the Declarations. IV. Blanket Waiver of Subrogation Paragraph K. Transfer Of Rights Of Recovery Against Others To Us in Section III — Common Policy Conditions is amended by the addition of the following: We will waive any right of recovery we may have against any person or organization when you have agreed in a written contract, permit or agreement to waive any rights of recovery against such person or organization because of payments we make for injury or damage arising out of your ongoing operations or "your work" done under a contract with that person or organization and included in the "products -completed operations hazard". 391-1586 02 11 Includes copyrighted material of Insurance Services Offices, Inc., with its permission Page 4 of 4 CITY OF NEWPORT BEACH CITY COUNCIL STAFF REPORT Agenda Item No. S15 April 8, 2008 TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL FROM: Dave Kiff, Assistant City Manager 949 - 644 -3002 or dkiff @city.newport- beach.ca.us SUBJECT: CONTRACT PLANNING SERVICES AND HEARING OFFICER SERVICES RELATING TO TITLE 20 HEARINGS ISSUE: Whom should the City hire to assist with contract planning services relating to Group Residential Use Permits and to convene anticipated administrative hearings regarding any Title 20 issue (including restaurant and group residential use permits)? RECOMMENDED ACTIONS: 1. Ratify the City Manager's recommendation of the following persons to conduct administrative hearings on Title 20 issues: • Mr. Thomas W. Allen • Ms. Judy A. Sherman • Mr. Charles S. Vose 2. Ratify the City Manager's recommendation to interview and select one or more of the following firms /persons to serve as contract planning staff to assist in the review and processing of Use Permit applications for Group Residential Uses: • Larry Lawrence of Lawrence & Associates • Debbie Linn of Linn & Associates • Roger W. Mobley of Roger W. Mobley Consulting BACKGROUND: Please see the January 22, 2008 staff report on Ordinance 2008 -05 (Group Residential Uses) for detailed information about the City's recent amendments to Title 20 of the Newport Beach Municipal Code. Also on January 22, 2008, the City Council: • Adopted a new Council Policy (F -26) on Hearing Officers, a policy that set the experience levels and qualifications for hearing officers (see Attachment A); and Contract Planning Services and Nearing Officers April 8, 2008 Page 2 Heard staffs presentation of an Implementation Plan for the short-term and long- term periods associated with the group residential use permit review process (see Attachment B). The City then sent out a Request for Proposals (RFP) for Contract Planning Services and for Hearing Officer Services. Seven firms or individuals applied under each RFP. Council Policy F -26 directs that the City Council approve the hiring of hearing officers for hearings held under Title 20. These include group residential use permit applications as well as other use permits, like those issued to restaurants and bars. Mr. Tom Allen, one of the recommended candidates for the Title 20 hearings, is now working on two restaurants' use permit reviews (Sejourand Fury). The RFP responses were reviewed by special counsel, the City Attorney's Office, the Planning staff, and with Assistant City Manager Wood. The consensus recommendations were to select — either for additional interviews or for placement on a slate or stable of individuals or firms that can be used depending upon their schedules — the individuals or firms shown below. Staffs rankings were based primarily upon the qualifications required by F -26 and by the respondent's familiarity with city government, land use issues, and even some experience with Newport Beach. Resumes are attached for the following personsfrms: For Hearing Officers: • Ms. Judy A. Sherman • Mr. Thomas W. Allen • Mr. Charles S. Vose For Planning Services • Larry Lawrence of Lawrence & Associates • Debbie Linn of Linn & Associates • Roger W. Mobley of Roger W. Mobley Consulting Additional review may be needed of the candidates and firms proposed above, including the conflict or ethical barrier review as described in Policy F -26. As of the date of this staff report, no use permit applications have been filed. We expect at least two operators to submit applications soon. The deadline for submission is May 21, 2008. As applications come in, we will engage one or more hearing officers and one or more of the planning firms. Fiscal Issues. This was generally a qualifications -based selection process, not one where the low bidder was necessarily selected. Firm pricing for the identified individuals 9 Contract Planning Services and Hearing Otters April 8, 2008 Page 3 ranged from $105 - 125 /hour for the planning work and up to $225 /hour for hearing officer services. The City anticipates budgeting for this work within the FY 08 -09 proposed budget. Some of the work, especially the planning services, may be recouped from application fees. Special Counsel has opined that fees for hearing officer services may not be recouped from application fees. Prepared & Submitted by: Dave Kiff, Assistant City Manager Attachments: A — Council Policy F -26 B — Implementation Plan C — Resume /CV information 3 Contract Planning Services and Hearing Officers April 8, 2008 Page 4 ATTACHMENTA COUNCIL POLICY F -26 HEARING OFFICERS PURPOSE: To establish the City Council's policy regarding the qualifications, backgrounds, and experience of City- appointed Hearing Officers. POLICY: It is the policy of the City Council of the City of Newport Beach that Hearing Officers shall be used as independent, third party decision - makers outside of City staff and appointed commissions. This Policy sets forth the roles of Hearing Officers, their qualifications, and relationship to the City government. 1 — HIRING OF HEARING OFFICERS. Pursuant to §1.08.055 of the Newport Beach Municipal Code (NBMC), the City Council, the City Manager, or certain boards or commissions can designate Hearing Officers to hear and consider appeals. Generally, these Hearing Officers shall be hired under the authority of the City Manager. However, for Hearing Officers hearing and considering actions under Title 20, the City Council shall approve the hiring of the Hearing Officers. 2 — ROLES OF HEARING OFFICERS. Hearing Officers can serve the community to conduct any hearing or appeal pursuant to NBMC §1.08.055 or can serve as code administrators. Respective roles shall be as follows: A. To hear any appeals authorized by NBMC §1.08.055 plus appeals of California Vehicle Code citations. B. As a Code Administrator of these aspects of Title 20: • To consider and approve, conditionally approve, or deny Use Permits under Chapter 20.91A. • To consider and approve, conditionally approve, or deny requests for Reasonable Accommodation under Chapter 20.98. • To consider and approve, conditionally approve, or deny requests for abatement time period extensions under Chapter 20.82. 3 — QUALIFICATIONS OF HEARING OFFICERS. The City Council shall select Hearing Officers based on the following qualifications. A hearing officer shall: A. For appeals authorized by NBMC §1.08.055: • Have a demonstrated familiarity with municipal codes, applicable case laws, and California State Law. • Have at least three (3) years' experience either as a Hearing Officer for another municipality, a judge, or as a practicing attorney familiar with municipal law; • Be a member of the California State Bar in good standing, or having retired from the Bar in good standing; and • Have no conflict of interest or ethical barrier regarding the specific case that the Officer will hear. 4 Contract Planning Services and Hearing Officers April 8, 2008 Page 5 B. For decisions associated with Title 20: • Have a demonstrated familiarity with municipal codes (especially land use and zoning), applicable case laws, and California and Federal law (including fair housing laws). • Have at least ten (10) years' experience either as a Hearing Officer for another municipality, a judge, or as an attorney practicing in the area of municipal law, especially land use planning; • Be a member of the California State Bar in good standing, or having retired from the Bar in good standing; and • Have no conflict of interest or ethical barrier regarding the specific case that the Officer will hear. Each candidate's interests shall be reviewed and an opinion offered by qualified legal counsel prior to employment as a Hearing Officer. Adopted: January 22, 2008 Contract Planning Services and Hearing Officers April 8, 2008 Page 6 ATTACHMENT B USE PERMIT IMPLEMENTATION PLAN The below charts and text describe the current organizational structure and phases associated with the proposed Group Residential Use ordinances. The allocation of hours attempts to reflect the hours and costs described in Attachment F, Part I of this Implementation Plan. A — Current Organization. The below chart (Table A) shows the current organizational structure of the Code & Water Quality Enforcement Division within the City Manager's Office. The two Assistant City Managers (Sharon Wood and Dave Kiff) and the Planning Director (David Lepo) have cooperatively overseen the Division since 2003. John Kappeler is Division Manager. Code and Water Quality Enforcement Officers Cass Spence, Matt Cosylion, and Shannon Levin report directly to John Kappeler, as does Code and Water Quality Enforcement Officer Trainee Brian Contino. Water Conservation Coordinator Shane Burckle also reports to John Kappeler (this is a new position added in FY 2007 -08) that was the result of reclassifying the former Watershed and Water Quality Specialist Position. Special Projects Coordinator Jim Sinasek works part time and reports to Dave Kiff. Total non - administrative positions (described as Full Time Equivalents or "FTEs "), below the Division Manager level (excluding the Water Conservation Position) are 4.5 FTEs. Table A Contract Planning Services and Hearing Officers April 8, 2008 Page 7 B — Proposed Organizational Chart — Phases I and II. Under the proposed organizational chart for Phases I and II (after the ordinances are adopted), staff proposes to dedicate contract planning resources equaling two positions (2.0 FTEs) for a short term (possibly through Summer 2008) as shown in Table B. As noted in the Part I of this Implementation Plan, about 1,000 hours may be needed to review the Use Permit applications associated with existing facilities. These two (2) flexible hour contract planner positions, plus a new in -house full - time position (Senior Code & Water Quality Enforcement Officer) would become the "Group Residential Uses' team and would report to Assistant City Manager Dave Kiff. The flexible contract planner positions, which may work different numbers of hours on different weeks depending upon Use Permit applications to be reviewed that week, will allow the City to meet the hourly obligations described in Part I of the Plan. During this period, FTEs in this general category will have gone from 4_5 FTEs to 7_5 FTEs. Table B Contract Planning Services and Hearing Officers April 8, 2008 Page 8 C — Proposed Organizational Chart — Later Phases. Under the proposed organizational chart for later phases (estimated to be Fall 2008 as the ordinances are in place and workload may have met an equilibrium), staff proposes to consolidate and reduce contract resources equaling at least 1.0 FTEs and to switch that contract's emphasis to that of a Contracted Code Enforcement Officer instead of a Contract Planner. Staff also proposes to upgrade the Trainee Position to an Officer position. At the same time, the Senior Officer position, having dedicated significant time to challenging Use Permit - related code enforcement activities, would be designated as the "point person" for these issues citywide (other officers are assigned geographic territory). This will allow the City to emphasize a stated goal, that of improving oversight of Conditional Use Permits citywide. By this Phase (likely to be after June 2009), the Code Enforcement staff below the Division Manager level would have gone from 4.5 FTEs of today's (January '08) structure to 6.0 FTEs, with two positions upgrading (Officer to Senior Officer and Trainee to Officer). Staff believes that this increase will allow the Code & Water Quality Enforcement Division to effectively and flexibly meet its ongoing Use Permit compliance obligations described in the Phase III and Later Phases obligations shown on the Part I spreadsheet. Table C Organizational Chart (Later Phases) EDUCATION Thomas W. Allen Attorney at Law Santa Clara University, School of Law Juris Doctor 1969 California State University at Fullerton, Bachelor of Arts Political Science 1966 Attended Santa Ana College and Orange Coast College Santa Ana High School, Graduated 1955 PROFESSIONAL EXPERIENCE City Attorney, City of Lake Forest 2001 -- 2003 City Attorney, City of Los Alamitos 1974-- 2000 City Attorney, City of Stanton 1984-- 2000 City Attorney, City of Stanton 2001 -- 2002 City Prosecutor, City of Garden 1970--1971 Grove Practice Overview: From 1970 -1984 I operated a General Practice, emphasizing municipal, real estate and business law For most of the first 15 years of my law career I practiced individually; however, in the late 1980's I joined the firm of Burke, Williams and Sorensen, working out of the Orange County Office while acting as the City Attorney for the Cities of Los Alamitos and Stanton. I remained with the firm until March, 2000, when I semi - retired, then I rejoined the firm in late 2001 for two years to undertake the city attorney positions at the Cities of Lake Forest and Stanton. I remained in these positions through late 2003, when I once again semi - retired. �Ir I now practice from my home office and am not affiliated with • firm. My city attorney experience allows me to quickly assess • wide variety of governmental situations and render advice and counsel in depth. ADDITIONAL PROFESSIONAL ACTIVITIES _ Twice President of Orange County City Attorneys Association. Member, Editorial Board, League of Cities Municipal Law Handbook Committee, 1999. Completed Pepperdine School of Law course: "Mediating the Litigated Case" 2001. PROFESSIONAL MEMBERSHIPS Member California Bar, January 1970 - Present Member Orange County Bar Association 1970 -2000 Member Orange County City Attorneys Association 1975 — 2000 Judy A.Sherman PROFESSIONAL EXPERIENCE: Administrative Hearing Officer: Department of Transportation' Cities of Los Angeles, Beverly Hills, West Hollywood, Santa Monica, Culver City and Newport Beach Legal Services Department City of West Hollywood Community Development Department City of Beverly Hills Permits and Licenses City of Santa Monica and Newport Beach vate Practice: Neiman Billet Albala & Levine Los Angeles, California 90024 Buchalter, Nemer, Fields & Younger Los Angeles, California 90017 Ball Hunt, Hart & Baerwitz Los =Angeles, California 90010 Herlihy, Herlihy & Murphy Los Angeles, California 90005 EDUCATIONAL BACKGROUND: University of California at Los Angeles B. A. English Literature Magna cum laude; Phi Beta Kappa; Alpha Lambda Delta University of Southern California J. D. Top quarter; Invited to Moot Court Admitted to: California Bar, Northern, Central and southern District Courts and the U.S.Tax Court REFERENCES: Available upon request. CHARLES S. VOSE Consultant 2007 — Present • Provide consulting services on part-time basis. City Attorney and Director of Economic Development City of Downey 2005 — 2007 (retired) • Performed City Attorney functions including rendering legal advice and opinions to the City Council as requested on all matters affecting the city. • Advised boards, commissions, and personnel of the city as directed by the City Council and the City Manager. • Responsible for administration of the economic development and redevelopment program for the City. • Supervised employees and directly interacted with City Manager and City Council. Principal Oliver, Vose, Sandifer, Murphy & Lee (law firm) 1978— 2004 • Major emphasis in municipal and land -use law, real property and contract negotiations. • Directly involved with the zoning regulation of group homes. • Directly involved with the drafting of zoning language and responsible in preparing dozens of final decisions, with appropriate findings, of related zoning hearings, which have been upheld on appeal to the courts. • Appointed to the following positions during this period: — City Attorney for City of Covina (1988 -2004) — City Attorney for City of Downey (1996 -2004) — City Attorney for City of Calabasas (1991 -2003) — City Attorney for City of Hermosa Beach (1989 -1994) — City Attorney for City of South Pasadena (1985 -1991) — General Counsel with the Riverside Redevelopment Agency (1983 -1995) — Assistant City Attorney and /or Special Counsel to numerous cities, redevelopment agencies and counties. • Served as principal legal counsel at over 500 City Council meetings and 300 Planning Commission meetings. Director of Redevelopment and Assistant to the City Manager City of Covina 1974-1978 Responsible for all phases of the Community Redevelopment Agency program for the city. Significant areas of responsibility included negotiations with developers, preparation of staff reports, project analysis and direct communication with council members and community leaders. Direct assistance to City Manager regarding the municipal budget, legislation, city council reports and department analysis. Administrative Aide City of Westminster 1971 -1974 • Worked directly with City Manager's Office, Planning Department, Police Department and Community Programs Department. • Responsibilities included grantsmanship, preparation of staff reports, and communication with adjacent municipalities. EDUCATION Bachelor of Arts Degree in Political Science California State University at Long Beach Juris Doctor Degree Western State University College of Law CERTIFICATION Member in good standing with State Bar of California 13 LtVl RENCE uxewx N. vuuxmo wxn uemau LARRY N. LAWRENCE AICP SUMMARY: Larry Lawrence has 34 years of experience as a planning consultant and city staff planner. During that time, Mr. Lawrence has prepared general plan elements, zoning codes, sign and subdivision codes, specific plans, environmental impact reports, hillside protection ordinances, annexation studies, and a number of other plans and documents. Prior to forming Lawrence Associates, Mr. Lawrence was a planner for the City of San Juan Capistrano. His responsibilities included managing the current planning division and coordinating the Environmental Review Board. He also prepared the City's Land Use Code, growth management ordinance, and°varipus planned community ordinances. Mr. Lawrence holds a masters degree in city plann%trg and is a member of the American Planoft Association andthe American institute of Certified Planners (AICP) PROFESSIONAL • Principal/Owner, Lawrence Associates HISTORY: • Senior Planner, City of San Juan Capistrano • Assistant/Associate Planner, City of San Juan Capistrano • Planning Intern, County of San Diego EDUCATION. • Master of City Planning, San Diego State University • B.A. Psychology, University of California, Berkeley • Graphic and design courses, UCI landscape arch. certificate program. AFFILIATIONS: • American Planning Association • American Institute of Certified Planners REPRESENTATIVE • Carson General Plan - Coordinating preparation of major General EXPERIENCE: Plan update, including maintenance of the work program and schedule, review and markup of draft elements, preparation of staff reports, and quality control. • Newport Beach: Recreation & Open Space Element and Other Projects - Prepared new General Plan Element, revised Santa Ana Heights Specific Plan; prepared prezoning and General Plan Amendmentsfor Santa Ana Heights, Newport Coast, andBayKnolls annexations; prepared staff analysis and reports for Koll Center Newport expansion. Also prepared a major revision to the City's Subdivision regulations. 1U RESUME LARRY N. LAWRENCE San Clemente: Forster Ranch .Specific Plan - As a city contract planner, created specific plan regulations for the 1900 -acre Forster Ranch planned community in San Clemente. The plan contains development standards, land use and circulation master plans and related elements. San Clemente: Plaza Pacifica - Review and analysis of a power center containing a WalMart, Lowe's, Albertson's, and other major anchors. Aliso Viejo Advisory Planning Committee: Land Use ADnlications - Prepared analyses and recommendations on all land use proposals before the Committee. Laguna Niguel:; The MarketPlace at Lvha Niguel - Reviewed all architectural-.',-," elevations and design -deft ils .:for a major shopping center recenfiy C=ompleted at Pacifi' Park Dnve and Alicia Parkway. Reviewed pis, prepared staff reports, and ..-presented design analyses to the ,_ Plannmg. Commission and Cit y ,Council. Also prepared slide shows to illustrate good and bad design approaches and show that it is possible to build a non -ugly Wa1Mart. San Juan Capistrano: Current Planning - As manager of current planning and later as a contract planner for the City, analyzed and processed major projects including tentative maps, grading and landscape plans and schematic elevations. These included large planned communities, such as Whispering Hills, Lomas San Juan and Pueblo Serra. 0 La Ouinta: Zoning Code - Prepared a new zoning code and consistency rezoning for the City of La Quinta, including computer graphics to illustrate required setbacks and building heights, fence regulations, and other development standards. 0 Laguna Niguel: Design Guidelines - Prepared citywide community design guidelines for the City of Laguna Niguel, including residential, office, industrial, and commercial architecture, site planning, and landscaping. The Guidelines addressed such items as outdoor lighting, pedestrian spaces and walkways, parking layout, street trees, entry landscaping, building mass and form, building elevations, architectural style and harmony, roofs, materials and colors sign design, fences and walls. 2 i5 RESUME LARRY N. LAWRENCE • Laguna Niguel: Zoning Code - Prepared a new zoning code and consistency rezoning for the City of Laguna Niguel to replace seven planned community ordinances. The project involves a land use /development survey of the City in order to determine the setback and other standards of development on the ground, the preparation of a new zoning scheme and zoning map, preparation of new supplemental regulations, such as for special events, accessory uses, adult businesses, etc., and the overhaul of permitting procedures. • San Juan Capistrano: Zoning Code - Authored the San Juan Capistrano Land Use Code. The Code includes overlay districts to address such concerns as hillside protection and floodplain zoning. Subdivision regulations, with provisions for lot design, park dedication,_andother issues, are also integrated into the Code. • Claremont subdivision Re ations - Cvxripleted comprehensive subdivision regulations for the City of Claremont, including provisions for compliance with state law regarding vesting maps, environmental reviex; review-,period limitations;!. ...A dedication, school site reservation, rental conversions, lot line adjustments, mergers, and reversions to acreage. COMPUTER • WordPerfect, Word, Excel, Photopaint, Omnipage Pro, CorelDraw, SKILLS: and CAD Designer. 16 LINN&ASSOCIATES LINN & ASSOCIATES provides a wide variety of planning services to both public and private clients. Linn & Associates' experience in urban planning, government entitlement procedures, and property development feasibility analysis places the firm at a distinct advantage in advising property owners, public agencies and developers. Linn & Associates is a small firm that is exceptionally responsive to their clients. Linn & Associates places strong emphasis on personal contact, availability and professional service. SERVICES: • Specific Plans. • General Plan Updates and Zoning Ordinances. • Contract planning services to public agencies. • Environmental documentation. • Processing of General Plan Amendments, Specific Plans, Zone Changes, Subdivision Maps, Conditional Use Permits, Variances, and Site Development Permits. • Development planning. • Coordination and project management of development projects. 826 Molino Avenue Long Beach, Ca1i1'omia 90804 Tel 562.433.9444 FAX 562.433.7190 Gnail:Iinnassociatcs( vcrimn.net 17 RES1 ME: DEBORAH KAY LINN, PRINCIPAL Deborah Linn has provided planning and entitlement consultant services to local government and the development industry since 1979. Ms. Linn has served as lead consultant in coordinating land use planning efforts and has been directly responsible for the preparation and processing of several Specific Plans, Zoning Code Amendments, Planned Community Zoning text, General Plan Amendments, Conditional Use Permits, and Variances for projects throughout California, New Mexico and Nevada. Prior to forming her own company in 1993, Ms. Linn served from 1988 to 1993 as the Vice President and Director of Policy Planning for the KTGY Group, Inc. a planning and architecture firm located in Irvine, California. During this period Ms. Linn headed a. department providing land development, policy planning, and entitlement processing services to clients. Ms. Linn was directly responsible for the formulation of development and entitlement strategies, project feasibility studies, preparation and processing of Specific Plans, General Plan Amendments, Zone Changes, and the processing of site plan and tentative map approvals. Ms. Linn holds a Masters Degree in Public Administration from California State University at Long Beach and a Bachelors of Arts Degree in Sociology from the University of Oklahoma at Norman. Public sector clients and consulting assignments include the following. ❑ City of South Pasadena, California Interim Community Development Director on two separate engagements responsible for completing the City's 1997 General Plan Update, the 2000 Housing Element, and 2001 Zoning Code Update. Contract planning responsibilities included processing of conditional use permits and variances through the Planning Commission and the City Council. Project management responsibilities included the preparation and processing of a General Plan Amendment, Zone Change, and Zoning Code Amendment for an approximately 13 acre area of the City through the Planning Commission and City Council and directing the economic study and environmental documentation for the project. • City of West Hollywood, California. Project management of special projects including zone text amendments, the formation of a Business Improvement District in the City, as well as processing of conditional use permits, tentative tract maps, variances, and development permits through Planning Commission and City Council. • City of Rolling Hills Estates, California. Contract Planner overseeing the preparation of an Environmental Impact Report and the processing of a Conditional Use Permit, General Plan Amendment, Zone Change, and Variance for a major expansion of a religious facility. • City of Irwindale, California. Project management of special projects for the City's Planning Department including preparation of ordinances. • City of Sierra Madre, California. Interim Director of Planning on two separate engagements coordinating completion of the City's General Plan Update and overseeing the daily administration of the Planning Department. • City of Yorba Linda, California Contract project planner managing the preparation of an economic development study leading to the rezoning of a regional auto center zone to a general commercial zoning district; processing of conditional use permit and variance applications on as needed basis. 826 Molino Avenue Long Beach, Califomia 90804 Tel 562.433.9444 FAX 562.433.7190 Finail: Iinnassociatesaverizon.net 18 • City of Burbank, California Redevelopment Agency. Contract Project Manager to the Burbank Redevelopment Agency implementing various special projects including a streetscape improvement master plan, a mixed use senior and commercial development project, and providing staff support for the formation of a new redevelopment project area. • City of Culver City, California. Contract Planner to the Culver City Planning Department preparing and processing zone text amendments on an as- needed basis. Private sector clients and consulting assignments completed or currently underway include thefollowing. ❑ East Cypress Corridor Specific Plan, General Plan Amendment, and Prezoning prepared for the City of Oakley for the annexation and development of a 2,546 acre master planned community located in the City's Sphere of Influence to be developed by KB Home, D.R. Horton, and Shea Homes. Approved: March 2006. ❑ Edenglen Specific Plan and General Plan Amendment prepared for Brookfield Homes in the City of Ontario for development of a 160 acre residential and commercial mixed use planned community comprised of 584 residential dwelling units and 800,000 square feet of commercial, business park and industrial land uses. Specific Plan preparation, coordination of project consultant team, and entitlement processing. Approved: November 2005. • Wyeth Cove Specific Plan and General Plan Amendment prepared for Lewis Communities in the City of Upland for development of a 4.3 acre residential community of 40 residential dwelling units. Specific Plan preparation and coordination of project consultant team. Approved: November 2006. • Countryside Speck Plan prepared for Meritage Homes, Hillcrest Homes, and Richland Communities in the City of Ontario for development of a 180 acre residential planned community of 816 residential dwelling units. Preparation of Specific Plan, coordination of project consultant team, and entitlement processing. Approved: April 2006. ❑ Barba Village Specific Plan and General Plan Amendment prepared for the Borba Trust in the City of Ontario for development of a 32 acre residential and commercial mixed use planned community. Specific Plan preparation, coordination of project consultant team, and entitlement processing. Approved: December 2003. ❑ Park View Specific Plan and General Plan Amendment prepared for Allied Retail Partners, LLC in the City of Upland for development of a 42 acre residential and commercial mixed use planned community comprised of 400 dwelling units and 100,000 square feet of retail commercial uses. Specific Plan preparation, coordination of project consultant team, and entitlement processing. City Council approval scheduled for March 2008. ❑ Quay Valley Specific Plan and General Plan Amendment prepared for Kings County Ventures, LLC for a new town of 13,000 acres located in the unincorporated area of Kings County. Draft Specific Plan and General Plan Amendment submitted to Kings County in September 2007 and currently pending review and comment by County. ❑ North Fontana General Plan Update and Master Infrastructure Plan for a 14 square mile undeveloped area within the City of Fontana prepared for a developer consortium including Lewis 826 Molino Avenue Long Beach, California 90804 Tel 562.433.9444 FAX 562.433.7190 FinaiI: limns ciatesfnverimn.net rd 0 Homes of California, Kaufman and Broad, American Beauty Homes, and Unitex Development. Approved: 1990. ❑ Ontario Esperanza Specific Plan prepared for Armada LLC and Amberhill Development in the City of Ontario for development of a 223 acre residential planned community of 1,410 residential dwelling units, parks, and an elementary school site. Preparation of Specific Plan, coordination of project consultant team, and entitlement processing. Approved: February 2007. Cl Great Park Specific Plan and General Plan Amendment prepared for Armada LLC and Richland Communities in the City of Ontario for development of a 320 acre residential planned community of 1,326 residential dwelling units, a high school site, an elementary school site, and a 162 acre regional park site. Preparation of General Plan Amendment and Specific Plan, coordination of project consultant team, and al liaison. Approval anticipated: April 2008. • Heritage Valley Parks Specific Plan and General Plan Amendment prepared for Griffin Industries in the City of Fillmore for approximately 300 acres of residential and open space development. Preparation of Specific Plan and General Plan Amendment, coordination of project consultant team, and entitlement processing. Approved: October 2002. • Riverwalk Vista Specific Plan and General Plan Amendment prepared for Griffin Industries for a 120 acre residential master planned residential community in the City of Riverside. Preparation of Specific Plan and General Plan Amendment, coordination of project consultant team, and entitlement processing. Approved: June 2005. • Tanner Hills Planned Community Zoning and Area Plan prepared for Nuevo Energy Company for development of an 850 acre master planned residential and commercial development involving reuse of operating oil fields in unincorporated Orange County. Preparation of Planned Community Text and Area Plan. Approved: November 2002. ❑ Summit Heights Specifrc Plan and General Plan Amendment for a 314 acre residential and regional commercial development project located in the City of Fontana prepared for Lewis Homes of California and Harmon Johnson Joint Venture Partnership. Preparation of Specific Plan, coordination of project consultant team and entitlement processing. Approved: June 1999. ❑ Purisima Hills Specific Plan and General Plan Amendment prepared for Plains Exploration and Production Company for development of an 804 acre residential planned community of 1,308 residential dwelling units involving reuse of operating oil fields in unincorporated Santa Barbara County. Specific Plan approval pending. • Montebello Hills Specific Plan and General Plan Amendment prepared for Cook Hill Properties for development of a 486 acre residential planned community of 1,200 residential dwelling units involving reuse of operating oil fields in the City of Montebello. Approval anticipated: Summer 2008. • Processing of approvals for various tentative tract maps and parcel maps in City of Las Vegas, City of Henderson, City of North Las Vegas and Clarke County, Nevada on behalf of Nybo Engineering Inc. 826 Molino Avetwe Long Beach, C'alifomia 90804 Tel 562.433.9444 FAX 562.433.7190 Gnail: I innassociatcvnrverimn.net CY Il LandLab Master Land Use Plan and Development Strategy for the reuse of the 339 acre Spadra landfill by Cal Poly Pomona to include new institutional and private commercial recreation uses. Coordination of project consultant team and consensus building among faculty and staff of the University to reach agreement on preferred land plan and disposition strategy. ❑ Entitlement strategy, enabling ordinances and development plans prepared for a 5700 -acre master planned development in Silver City New Mexico for Champion Homes. Processing of Planned Area Development (PAD) zoning and consultant team coordination. ADDITIONAL PROFESSIONAL EXPERIENCE 1983 -1988 • Manager, Development Services Division, Los Angeles County Community Development Commission. Responsible for the land planning, entitlement processing and lease negotiations for private development of public land holdings throughout Los Angeles County. 1979 -1983 • Planner, City of Irvine. Responsible for case processing of tentative maps, site plans, zone changes and General Plan Amendments, environmental clearances. 826 Molino Ave uc Long Beach, California 90804 Tel 562.433.9444 FAX 562.433.7190 Email: I innassociatcsrdyvcrizon.net 9-1 ROGER W. MOBLEY, AICP Community /Urban Planner Education M.B.A.,Business Administration, National University - 1984 Mr. Mobley has a broad planning and management background in both public and B.A., Geography, California State private sector organizations, giving him a well - rounded combination of experience University, San Jose - 1965 p lannin g program implementation, planning design, in p ublic policy p lannin g' Studies, Urban and Environmental Planning, California engineering, and environmental assessment. In addition, he has extensive State University, San Jose experience in management, strategic planning, client relations, community relations and inter - departmental coordination. Certificates Environmental Planning, With career experience of more than 35 years in both the public and private University of California, Davis sectors, Mr. Mobley's private sector experience gives him a good understanding of Professional Affiliations client relationships and needs and the dynamics of the real estate development American Institute of Certified process, while his public sector experience gives him a good understanding of Planners, Charter Member public administration dynamics and the governmental decision - making process. American Planning Association This blend of experience includes management, technical and practical Urban Land Institute, Full Member experience. He has coordinated and managed multi - discipline professional staffs requiring technical knowledge and the management ability to achieve product Professional Activities, Publications delivery and client satisfaction within time and budget constraints. He has also Guest lecturer, California served as a municipal Planning Director for 5 years. This experience, along with Polytechnic, Pomona, Orange Coast his practical experience in community planning, urban design, management, College, University of California, engineering and community development issues provide a significant resource. Irvine, University of Washington. Instructor, University of Califomia, Irvine Extension Certificate Program PUBLIC SECTOR PROJECT EXPERIENCE for Light Construction and Development Management. Town of Yountville Economic/Market Analysis and Urban Design Study "Specific Plans" presented before the On behalf of the Town of Yountville, Mr. Mobley managed the preparation of an California APA convention at South economic/ market study to identify the optimal mix of commercial uses on Lake Tahoe. remaining acant commercial property, g p p rtY. and also managed the preparation of a a "Tourism Planning" presented at the Town Design Plan to focus recognition of unique community character elements California APA conference San and how to preserve them in the buildout of the community. Jose. Participant, Land Planning General Plan, Zoning Ordinance and Design Ordinance Amendment - Workshops at the National Association of Home Builders Yountville, California conventions, 1990, 1991, and 1993. Mr. Mobley directed the preparation of a comprehensive amendment of the town "Land Development from A to Z" of Yountville's three primary planning documents after the recently updated presented at the Building Industry documents had been in use for a little over a year. This was essentially a clean up Seminar in Los Angeles, 1990 and effort to fine tune various policy objectives and implementation procedures. 1992. Co- author, "Managing Growth by Claremont Hills Specific Plan - City of Claremont, California Tourism Planning;' Uban Land, May, Mr. Mobley directed the preparation of a specific plan for a 125 -acre development 1990. area within the city of Claremont. This study developed detailed Co- author, "Ecotourism, Landscape design /development standards, and resulted in the preservation of 1,200 acres in a Architecture and Urban Planning," permanent open space. Landscape and Urban Planning. Four General Plan Amendments, Yountville, California Mr. Mobley prepared and processed four General Plan amendments for private development proposals concurrently. These amendment proposals prompted significant community controversy and on the City's behalf Mr. Mobley led a series of community input meetings to gain community consensus on the proposals. Planning Document Cross Referencing and Public Information Sheets - Yountville, California Mr. Mobley prepared a cross reference index for the Town of Yountville's major planning policy and regulatory documents to insure maximum accessibility and usefulness to citizens. This effort also involved the preparation of "planning information sheets" to provide customer assistance in interpreting and applying town planning standards Majestic Spectrum Specific Plan - City of Chino, California Mr. Mobley directed the preparation of a specific plan for a 400 -acre industriallcommercial, mixed -use development in the city of Chino. The study involved the preparation of design and development standards. Code Enforcement and Building Inspection Coordination - Yountville, California As acting code enforcement officer for the town of Yountville, Mr. Mobley directed the development of a streamlined nuisance abatement process in association with the town attorney. Mr. Mobley also coordinated all building inspection functions in the town, managing a contract with the county building department to deliver inspection services. This effort involved close coordination with the county building codes administrator, and ultimate approval of all final building inspections. Capital Improvement Program - Yountville, California Mr. Mobley directed the preparation of the town of Yountville's first five -year capital improvement program, which detailed all capital projects planned for implementation over the next five years. Entitlement Processes Administration - Yountville, California Mr. Mobley conducted the review and analysis of all development applications, including the preparation of staff reports and presentations to the Yountville Design Review Board and the Yountville Town Council. Chino Hills Specific Plan, - San Bernardino County, California As project manager, Mr. Mobley was responsible for the preparation of a specific plan for an 18,000 -acre area in western San Bernardino County. This study resulted in the development of eight villages, an environmental and infrastructure analysis, and the preparation of a general plan amendmenk a3 Affordable Housing Implementation Strategy - Yountpille, California As Chair of a citizen task force, Mr. Mobley worked with the task force to develop and recommend strategies to achieve the town's affordable housing goals. Affordable Housing In Lieu Fee Ordinance - Yountville, California Mr. Mobley prepared an ordinance for Yountville that established an affordable housing in lieu fee for both residential and nonresidential development. Town of Yountville Boards/Committees Staff - Yountville, California As planning director and assistant to the town administrator, Mr. Mobley acted as staff for a number of boards and committees, including the Zoning and Design Review Board, Affordable Housing Advisory Committee, Heritage Tree Committee, and the Chamber of Commerce Signage Committee. In this capacity, he provided direction and coordination services to these boards and committees. Town of Yountville Grant Applications - Yountpille, California Mr. Mobley coordinated the preparation of Community Development Block Grant and HOME grant applications for the purpose of preserving and rehabilitating affordable housing in Yountville. Fountain Valley General Plan Update - Fountain Valley, California Mr. Mobley directed the preparation of a comprehensive update of elements of the Fountain Valley General Plan. Rialto General Plan Update - Rialto, California Mr. Mobley directed the preparation of a comprehensive update of the city's general plan. Cathedral City General Plan & Zoning Ordinance - Cathedral City, California Mr. Mobley directed the preparation of the city's first general plan and zoning code following incorporation. The new Zoning Code was designed to implement the newly adopted General Plan policies. South Corona General Plan Amendment - South Corona, California Mr. Mobley directed the preparation of a study analyzing the economic viability of agricultural uses in a 5,000 -acre area of the city. The process evolved through land use concepts to the preparation of a general plan amendment for the entire study area. Rio Mesa Area Plan - Madera County, California Mr. Mobley directed the preparation of an area plan/general plan for a 15,000 -acre area of Madera County to guide long -range development in this predominately agricultural county. The planning area included one of the three proposed sites for a new University of California campus. aq Valley Children's Hospital Area Plan - Madera County, California Mr. Mobley directed the preparation of an area plan for a major health care facility relocation in Madera County. The plan detailed policy guidelines for relocation of the hospital and subsequent development around it. On- contract Staff Planner - City of Walnut, California As the acting city planning staff, Mr. Mobley reviewed major project proposals, wrote staff reports, negotiated with development proponents, and made presentations to the planning commission and Walnut City Council. Zoning Code Revision - City of Garden Grove, California Mr. Mobley directed work to update the city of Garden Grove's zoning code, streamlining it to better respond to contemporary design issues inherent in revitalization and in fill projects as well as to conventional residential development. Design Guidelines - Moreno Valley, California Mr. Mobley directed the preparation of city -wide design guidelines for architectural review and for streetscape signage. Growth Management Study - Anaheim, California Mr. Mobley directed the preparation of a growth management element within the Anaheim General Plan, which addressed local and regional growth issues. Alta Mira Park/Open Space Study - City of Laguna Beach, California Mr. Mobley directed the preparation of a study to develop a school site for park and open space uses. Open Space and Conservation Elements - City of Watsonville, California Mr. Mobley prepared a comprehensive update to the open space and conservation elements of the Watsonville General Plan. Seismic Safety Element - City of San Jose, California Mr. Mobley managed the preparation of the first seismic safety element for the city of San Jose's General Plan. Design Review Process - City of San Jose, California As senior planner for the city of San Jose, Mr. Mobley handled all design review processing for the city, and acted as hearing officer. a5 MANAGEMENT EXPERIENCE Town of Yountville: As Planning Director, Mr. Mobley managed planning, building and public works functions and coordinated consultants for specific project assignments and general staff assistance. Key responsibilities of these roles included: • Responsible for departmental and office budgeting, budget control and participation in organization -wide budget allocation. • Responsible for professional and administrative staff management and coordination. • Responsible for customer service delivery and evaluation of customer satisfaction. • Represented Town Administrator in meetings, with Council, and with staff in Administrator's absence. • Responsible for managing contract engineering and building inspection services. Keith Companies & David Evans and Associates Senior Management role: Mr. Mobley was Senior Vice President and Vice President, respectively, for two service delivery, multi - disciplinary consulting firms dealing with land development clients and public agency processes and personnel. Services provided included planning, engineering, landscape architecture, environmental planning, and urban forestry. Key responsibilities of these roles included: • Office Manager of one of 22 offices of a 900 person firm. • Direct leadership and administrative policy direction for a 50 member multi- disciplinary technical team, including staff training and development. • Developed and implemented administrative policies for departmental and branch office use. • Developed company's employee review /evaluation process and administered to subordinate management staff. • Responsible for client relations, monitoring of client service delivery and evaluation of client satisfaction. • Responsible for interviewing, hiring and firing of all design division personnel, and participated in interviewing and hiring all key positions in company. PROFESSIONAL EXPERIENCE: Principal, Roger W, Mobley Consulting, Trabuco Canyon, CA Vice President, RGP Planning & Development Services, Irvine, CA (r MANAGEMENT EXPERIENCE Town of Yountville: As Planning Director, Mr. Mobley managed planning, building and public works functions and coordinated consultants for specific project assignments and general staff assistance. Key responsibilities of these roles included: • Responsible for departmental and office budgeting, budget control and participation in organization -wide budget allocation. • Responsible for professional and administrative staff management and coordination. • Responsible for customer service delivery and evaluation of customer satisfaction. • Represented Town Administrator in meetings, with Council, and with staff in Administrator's absence. • Responsible for managing contract engineering and building inspection services. Keith Companies & David Evans and Associates Senior Management role: Mr. Mobley was Senior Vice President and Vice President, respectively, for two service delivery, multi - disciplinary consulting firms dealing with land development clients and public agency processes and personnel. Services provided included planning, engineering, landscape architecture, environmental planning, and urban forestry. Key responsibilities of these roles included: • Office Manager of one of 22 offices of a 900 person firm. • Direct leadership and administrative policy direction for a 50 member multi- disciplinary technical team, including staff training and development. • Developed and implemented administrative policies for departmental and branch office use. • Developed company's employee review /evaluation process and administered to subordinate management staff. • Responsible for client relations, monitoring of client service delivery and evaluation of client satisfaction. • Responsible for interviewing, hiring and firing of all design division personnel, and participated in interviewing and hiring all key positions in company. PROFESSIONAL EXPERIENCE: Principal, Roger W, Mobley Consulting, Trabuco Canyon, CA Vice President, RGP Planning & Development Services, Irvine, CA A Director of Planning. Danielian Associates Architects, Irvine CA Vice President and Office Manager for David Evans and Associates, Inc., Laguna Hills, CA Planning Director and Assistant to the Town Administrator for the Town of Yountville. Nava Valley, CA Senior Vice President/Principal, The Keith Companies, Costa Mesa, CA Senior Associate, The Planning Center, Newport Beach, CA Senior Planner, Ruth & Going, Inc., San Jose, CA Senior Planner. City of Watsonville, CA Planner, Citv of San Jose, CA V7