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HomeMy WebLinkAbout07/02/1991, C-9 - APPROVAL OF AGREEMENT FOR GENERAL PLAN UPDATE ECONOMIC CONSULTING SERVICES �IIIIII�IA�III V' P MEETING DAT ��i�flll►�I► I��I Ci o Sanlues osis o -2- COUNCIL�AGENDA REPORT NUM9ER FROM: Arnold B. Jonas, Community Development Director �L,� BY: Glen Matteson, Associate Planner I SUBJECT: Approval of agreement for general plan update economic consulting services CAO RECOMMENDATION: Approve and authorize the mayor to sign a retainer-type agreement with Mundie and Associates for economic information for the Land Use Element update, with a cost not to exceed $40,000. DISCUSSION The recommended approach and draft agreement were discussed at the June 25 study session. Cost and funding source were identified. While the council members present appeared to support the proposal, there was no formal motion and vote. Staff is requesting this action to assure compliance with city procedures. gmD:MUNDIECC.WP attachment: agreement CONSULTANT SERVICES AGREEMENT Land Use Element Update Economic Studies This agreement, made on the 2G6 day of JuY)Q , 1991, is between the City of San Luis Obispo, California (referred to as "City" in this agreement) , and Mundie & Associates, (referred to as "Consultant") . The service to be provided by Consultant under this agreement consists of brief written reports to answer questions about the fiscal and economic impacts of various features of the proposed update of the general plan Land Use Element. City desires to engage Consultant to provide these services because of Consultant's qualifications and experience for performing such work. Consultant has offered to provide the desired services on the terms and in the manner described in this agreement. - In consideration of their mutual covenants, the City and Consultant agree as follows: 1. PROJECT COORDINATION a. City. The Community Development Director shall be the representative of. the city for all purposes under this agreement. ' The director, or his designated representative, Glen Matteson, Associate Planner, hereby is designated as the Project Manager for the City. He shall supervise the progress and execution of this agreement. . b. Consultant. Consultant shall assign a single Project Manager to have overall responsibility for the progress and execution of this agreement for Consultant. Suzanne Lampert is hereby designated as the Project Manager for Consultant. If circumstances change following execution of this agreement so that a substitute Project Manager is required, the Project Manager designee shall be subject to .the prior written acceptance of City's project manager. Consultant's Project Team is further described in Exhibit "A, " attached to and a part of this agreement. The individuals identified and the positions held as described in Exhibit "A" shall not be changed except by prior approval of City. 2. DUTIES OF CONSULTANT a. Services to be furnished. Consultant shall provide all specified services as set forth in Exhibit "A, " attached to and a part of this agreement. G -�l Consultant Services Agreement 2 Land Use Element Economic Studies b. Quality Control. All products shall reflect high standards of professional research, analysis, and written and graphic communication. City's project manager shall be responsible for evaluating quality of work and for the issuance of consultant payments upon satisfactory delivery, completion, and city acceptance of work. C. Laws to be observed. Consultant shall: (1) Procure all permits and licenses, pay all charges and fees, and give all notices which may be necessary and incidental to the due and lawful performance of services by Consultant under this agreement; (2) Keep itself fully informed of all existing and proposed federal, state and local laws, ordinances, regulations, orders, and decrees which may affect those engaged or employed under this agreement, any materials used in Consultant's performance under this agreement, or the conduct of the services under this agreement; (3) At all times observe and comply with, and cause all of its employees to observe and comply with all of said laws, ordinances, regulations, orders,. and decrees mentioned above. (4) .Immediately report to the City's Project .Manager in writing any discrepancy or inconsistency it discovers in said laws, ordinances, regulations, orders, and decrees mentioned above in relation to any plans, drawings, specifications, or provisions of this agreement. d. Release of reports and information. Any reports, information, data, or other material given to, or prepared or assembled by, Consultant under this agreement shall be the property of City and shall not be made available to any individual or organization by Consultant without the prior written approval of the City's Project Manager. e. Copies of reports and information. If City requests additional copies of reports, drawings, specifications, or any other material in addition to what the Consultant is. required to furnish in limited quantities as part of the services under this agreement, Consultant shall provide such additional copiesas are . Consultant Services Agreement 3 Land Use Element Economic studies requested, and City shall compensate Consultant for the costs of duplicating such copies at Consultant's direct expense. 3 . DUTIES OF CITY City agrees to cooperate with Consultant and to perform any work that is described in Exhibit "A, " attached to and a part of this agreement. 4. COMPENSATION The Consultant will perform the work in phases as described in Exhibit "A" . Consultant will bill City for actual time and material expenses monthly. City will pay invoices according to its .normal accounts payable schedule, .generally within 30 days of receipt. The Consultant may not charge more than the amount shown in. Exhibit "A" without prior approval of the City. 5. TIME FOR COMPLETION OF THE WORK Completion of work phases shall follow the attached Exhibit "A, " unless revisions are approved by the City's Project Manager and Consultant. . Time- extensions may be allowed for delays caused by City, other governmental agencies, or factors not directly brought about by the negligence or lack of due care on the part of the Consultant. 6. TEMPORARY SUSPENSION The Community Development Director shall have the authority to suspend this agreement wholly or in part, for such period as the director deems necessary due to unfavorable conditions or to the failure on the part of the Consultant to perform any provision of -this agreement. Consultant will be paid the compensation due and payable to the date of temporary suspension. 7. SUSPENSION: TERMINATION: a. Richt to susnend . or terminate. . The City retains the right to terminate this agreement- for any reason by ,, Consultant Services Agreement 4 Land Use Element Economic Studies notifying Consultant in writing seven days prior to termination and by paying the compensation due and payable to the date of termination; provided, however, if this agreement is terminated for fault of Consultant, City shall be obligated to compensate Consultant only for that portion of Consultant services which are of benefit to City. Said compensation is to be arrived at by mutual agreement of the City and Consultant; if they fail to agree, then an independent arbitrator is to be appointed and the arbitrator's decision shall be binding upon City and Consultant. b. Return of materials. Upon such termination, Consultant shall turn over to the City immediately any and all copies of studies, sketches, drawings, computations, and other data, whether or not completed, prepared by Consultant, and for which Consultant has received reasonable- compensation, or given to Consultant in connection with this agreement. Such materials shall become the permanent property of City. Consultant, however, shall not be liable for City's use of incomplete materials or for. City's use of complete documents if�used for. other than the project contemplated by this agreement. S. INSPECTION Consultant shall furnish city with every reasonable opportunity . for City to ascertain that the services of Consultant are being performed in accordance with the requirements and intentions of this agreement. . All work done and all materials furnished, if any, shall be subject to the City's Project Manager's inspection and approval. The inspection of such work shall not relieve Consent of any of its obligations to fulfill its agreement as prescribed. 9. OWNERSHIP OF MATERIALS All original reports and other materials prepared by or in possession of Consultant pursuant to this agreement shall become the permanent property of the City, and shall be delivered to the City upon demand. Any document which passes into the public - domain is not covered by this provision. 10. INDEPENDENT JUDGMENT ..: Failure of City to agree with Consultant's independent findings, conclusions, or recommendations, if the same are called for under Consultant Services Agreement 5 Land Use Element Economic Studies this agreement, on the basis of differences in matters of judgment shall not be construed as a failure on the part of Consultant to meet the requirements of this agreement. 11. ASSIGNMENT: SUBCONTRACTORS: EMPLOYEES This agreement is for the performance of professional consulting services of the Consultant and is not assignable by the Consultant without prior consent of the City. The Consultant may employ other specialists to perform services as required, with prior approval by the City. 12. NOTICES All notices hereunder shall be given in writing and mailed, postage prepaid, by Certified Mail, addressed as follows: To City: Community Development Department City of San Luis Obispo P.O. Box 8100 San Luis Obispo, CA 93403-8100 To Consultant: Mundie & Associates 3452 Sacramento Street San Francisco, CA - 94118 13. INTEREST OF CONSULTANT Consultant covenants that it presently has no interest, and shall not acquire any interest, direct or indirect, financial or otherwise, which would conflict in any• manner or degree with the performance of services under this agreement. Consultant further covenants that, in the performance of this agreement, no subcontractor or person having such an interest shall be employed. Consultant certifies that no employee or subcontractor who has or will have any financial interest under this agreement is an officer or employee of City. • It is expressly agreed that, in the performance of the services hereunder, Consultant shall at all times. be deemed an independent contractor and not an agent or . employee of City. 14. INDEMNITY. Consultant hereby agrees to indemnify and save harmless City, its officers, agents andemployees of and from the following. Consultant Services Agreement 6 Land Use Element Economic Studies a. Any and all claims and demands which may be made against City, its officers, agents, or employees by reason of any injury to or death of any person or corporation caused by any activity or omission of Consultant under this agreement or of Consultant's employees or agents; b. Any and all damage to or destruction of the property of City, its officers, agents, or employees occupied or used by or in the care, custody, or control of Consultant, or in proximity to the site of Consultant's work, caused by any activity or omission of Consultant under this agreement, or of Consultant's employees or agents; C. Any and all claims and demands which may be made against City, its officers, agents, or employees by reason of any injury to or death of, or damage suffered or sustained by, any employee or agent of Consultant under this agreement, however caused, excepting, however, any such claims and demands which are the result of the negligence or willful misconduct of City, its officers, agents, or employees; d. Any and all claims and demands which may be made against City, its officers, agents, or .employees by reason of any infringement or alleged infringement of any patent rights or claims caused by the use of any apparatus, appliance, or materials furnished by Consultant under this agreement; and e. Any and all penalties imposed or damages sought on account of the violation of any law or regulation or of any term or condition of any permit, when such violation of any law or regulation or of any term or condition of any permit is due to any willful or negligent act or omission on the part of the Consultant. Consultant, at its own costs, expense, and risks, shall defend any and all suits, actions; or other legal proceedings that may be brought against or for employees on any such claim or demand of such third persons, or to enforce any such penalty, and pay and satisfy any judgment or decree that may be rendered against City, its officers, .agents, or employees in any such suit, action or other legal proceeding, when same were due to negligence of the Consultant. L �� Consultant Services Agreement 7 Land Use Element Economic Studies 15. WORKERS COMPENSATION Consultant certifies that it is aware of the provisions of the Labor Code of the State of California, which require every employer to be insured against liability for workers compensation or to undertake self-insurance in accordance with the provisions of that code, and it certifies that it will comply with such provisions before commencing the performance of the work of this agreement. 16. INSURANCE The Consultant shall procure and maintain for the duration of this agreement insurance which meets the requirements of attached Exhibit B. As evidence of this insurance, Consultant shall provide City a Certificate of Insurance and an. Endorsement naming City as "Additional Insured. " 17. AGREEMENT BINDING This agreement shall apply to, and shall bind, the heirs, successors, executors, administrators, assigns, and subcontractors of City. and Consultant. 18 . WAIVERS The waiver by either City or Consultant of any breach or violation of any term, covenant, or condition of this agreement or of any provision, ordinance, or law shall not be deemed to be a waiver of any subsequent breach of violation of the same or of any other term, covenant, condition, ordinance, or law. The subsequent acceptance by .either party of any. fee or other money which may become due under this agreement shall not be deemed to be a waiver of any preceding breach or violation by the other party of any term, covenant, or condition of this agreement or of any applicable law or ordinance. 19. COSTS AND ATTORNEY'S FEES The prevailing party in any action between the parties to this agreement brought to enforce the terms of this agreement or arising out of this agreement may recover from the - other party its reasonable costs and attorney's fees expended in connection with such an action . Consultant Services Agreement 8 Land Use Element Economic Studies 20. DISCRIMINATION No discrimination shall be made in the employment of persons under this agreement because of the race, color, national origin, ancestry, religion or sex of such person. If Consultant is found in violation of the nondiscrimination provisions of the State of California Fair Employment Practices Act or similar provisions of federal law or executive order in the performance of this agreement,' it shall thereby be found in material breach of this agreement. Thereupon, City shall have the power to cancel or suspend this agreement, in whole or in part, or to deduct from the amount payable to Consultant the sum of Twenty-five Dollars ($25) for each person for each calendar day during which such person was discriminated against, as damages for said breach of contract, or both. Only a finding of the State of California Fair Employment Practices Commission or the equivalent federal agency or officer shall constitute evidence of a violation of contract under this paragraph. If Consultant is found in violation of the nondiscrimination provisions of this agreement or the applicable affirmative action guidelines pertaining to this agreement, Consultant shall be found in material breach of the agreement. Thereupon, City shall have the power to do either or both of the following: (a) Cancel or suspend this agreement, in whole or in part; (b) Deduct- from the amount payable to Consultant the sum of Two Hundred Fifty Dollars ($250) for each calendar day during which Consultant is found to have been in such noncompliance, as damages for said breach of contract. 21. AGREEMENT CONTAINS ALL UNDERSTANDINGS This document represents the entire and integrated agreement between City and Consultant and supersedes all prior negotiations, representations, or agreements, either written or oral. This document may be amended only by written instrument, signed by both City and Consultant: All provisions of this agreement are expressly made conditions. This agreement shall be governed by the laws of the State of California. . �q Consultant Services Agreement 9 Land Use Element• Economic Studies , Having read and understood all provisions above, City and Consultant execute this agreement effective on the date written above. CONSULTANT : MUNDIE & ASSOCIATES, A California Corporation Feder Taxpayer Identification No. 94-2708157 BY Type Nanne and title: Roberta Mundie, President CITY OF SAN LUIS OBISPO By Mayor gmD:contract.wp V Consultant Services Agreement Land Use Element Update Economic Studies EXHIBIT A Purpose City needs answers to questions concerning economic and fiscal impacts of various features of the draft Land Use Element update in order to define the update project for purposes of environmental review. The results of work under this agreement may also be used to prepare an economic impact report, with or without additional services by separate agreement. Scope & products This agreement supersedes that agreement between the City and Mundie and Associates dated April 30, 1991, for economic study initial consultation. As the City Council reviews the draft Land Use Element update recommended by the Planning Commission, it may ask questions concerning the consequences of alternative policies or programs on aspects of the city and county economies, including but not limited to: employment and housing opportunities; personal income and expenses; government revenue and expenses; levels of service and means of financing; market demand for types of development; the costs and benefits of various land use changes. Generally, the council is expected to pose questions during discussion of the update at public meetings. Consultant need not be present at all meetings, but may be requested to attend, with not less than ten days notice, to present answers and participate in the discussion of issues. Answers will be presented at future meetings, in the form of brief written reports. Each report shall include the question, a summary answer, and a more detailed answer incorporating explanation, methodology, and data sources. Answers will be based on Consultant's experience and general knowledge as well as secondary data sources. Primary research or field surveys are beyond the scope of this agreement. r Consultant may, but is not required to, prepare a background "economic base" evaluation or an economic or fiscal model of the local economy to facilitate answering the questions. Consultant Services Agreement 2 Land Use Element Update Economic Studies Exhibit A Consultant team Work will be performed by or under the direction of Roberta Mundie. Suzanne Lampert and David R. Clore will have primary responsibility for research and writing reports. A brief resume for each team member is attached. Schedule City anticipates that services under this agreement will be performed between June 25 and September 30, 1991. Compensation Total cost of services under this agreement shall not exceed $40,000. Any additional services desired by City which would exceed this amount shall be subject to separate agreement. City shall pay Consultant a fixed amount of $4, 000 as compensation for having staff and facilities available for anticipated work, regardless of the specific questions which may need to be answered, and for any background research undertaken prior to answering- specific questions. Prior to completing a report on any question posed by the council, Consultant shall provide a cost estimate. This cost estimate may be provided orally to the City's Project Manager. The cost of services for answering any specific question shall not exceed $3, 000, except as the Project Manager may expressly authorize. Consultant will bill City for time and materials actually provided, . according to the following "Fee Schedule. ." �a 3452 Socromenio Siree+ Son Froncisca CA 94118 14151441-9640 Fox 14151441-9683 FEE SCHEDULE Hourly billing rates for professional services: elm Principal $115.00 Senior Associate $95.00 - 105.00 Associate $85.00 - 90.00 Research Assistant $60.00 - 80.00 Billing rates are subject to revision at the beginning of each calendar year. Rates for litigation-related services involving depositions and courtroom appearances are 1.5 times normal.rates, subject to a minimum charge of one half day. In addition to the hourly rate charged, miscellaneous charges for expenses, such as for subsistence and incidental travel costs, publications, express delivery charges and printing, are invoiced at their cost to us. Other expenses are charged according to the following schedule.(subject to change l/l/92): travel in staff-owned vehicles, 27.5c per mile; in-house photocopying, 25c per page; FAX receipts, 30c per page; FAX transmittals, 25c per page; Pacific Bell telephone (including FAX line) charges, itemized cost x 1.8; AT&T telephone charges, itemized cost x 1.2. MUNDIE $ ASSOCIATE EXHIBIT B INSURANCE REQUIREMENTS FOR CONSULTANTS Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Consultant, his agents, representatives, employees. Minimum Scope of Insurance Coverage shall be at least as broad as: 1. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001). 2 Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1 (any auto). 3. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance. 4. Errors and Omissions Liability insurance as appropriate to the consultant's profession. (no coverago) Minimum Limits of Insurance Consultant shall maintain limits no less than: 1. General Liability. $1,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability or other lorm with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. 2 Automobile Liability. $1,000,000 per accident for bodily injury and property damage. 3. Employer's Liability. $1,000,000 per accident for bodily injury or disease. 4. Errors and Omissions Liability. $1,000,000 per occurrence. Deductibles and Seff4nsured Retentions Any deductibles or self-insured retentions must be declared to and approved by the City. Al the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the Gry,its officers,officials,employees and volunteers; or the Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses. Other Insurance Provisions The general fiablity and automobile liability policies are to contain, or be endorsed to contain,the following provisions: 1. The City, its officers, officials, employees, agents and volunteers are to be covered as insureds as respects: liability arising out of activities performed by or on behalf.of the Consultant; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; or automobiles owned, leased, hired or borrowed by the Consultant. The coverage shall contain no special limitations on the scope of protection afforded to the City, its officers, official,employees, agents or volunteers. 2 For any claims related to this project, the Consultant's insurance coverage shall be primary insurance as respects the City, its officers, officials,employees,agents and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, agents or volunteers shall be excess of the Consultant's insurance and shall not contribute with it. 3. Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the City, its officers,officials,employees, agents or volunteers. 4. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought,except with respect to the limits of the insurer's liability. 5. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended,voided, cancelled by either party, reduced in coverage or In limits except after thirty (30) days'prior written notice by certified mail, return receipt requested, has been given to the City. Acceptability of Insurers insurance is to be placed with insurers with a current A.M. Best's rating of no less than AVIL Verification of Coveraoe Consultant shall furnish the City with original endorsements effecting coverage required by this clause. The endorsements are to be signed by a person authorized by that insurer to bind coverage on Its behalf. All endorsements are to be received and approved by the City before work commences. * Personal vehicles used by employees are insured separately; separate documentation will be provided. e \J .0e /J�l I ROBERTA MUNDIE PRINCIPAL EDUCATION PROJECTS Radcliffe College/Harvard University, Gateway Fiscal Impact Evaluation ► consultant to City of AB Cunt laude,1966 Orinda staff in contributing to,and commenting on, a fiscal analysis of the 1,150-acre Gateway project. Harvard University,MCP (Master of City Planning), 1970 Loc Altos General Plan b. report to General Plan Economic Advisory Committee on economic trends in Los Altos in comparison with neighboring cities, identi- fying implications for community's future fiscal health. Fiscal Analysis of Annexation Proposal.► for California PROFESSIONAL AFFILIATIONS Attorney General's office,analysis of the fiscal conse- quences of annexation of proposed Cullinan Ranch American Institute of Certified Planners(AICP) project to the City of Vallejo. Analysis reached conclu- The Urban Land Institute sions counter to those of City-sponsored study, and American Planning Association(APA) annexation did not proceed. Association of Environmental Professionals (AEP) Fiscal Analysis of Residential Development Options ► evaluation of potential fiscal consequences of alternative development patterns (representing three flood plain management scenarios)of Laguna Creek area,City of Sacramento. AWARDS Fiscal Analysis of Research&Development Facility ► California Chapter APA,1986 Award for analysis of selected agency costs and revenues associat- Comprehensive Planning ed with the development of a 108-acre, 2,000 employee (for City of Petaluma General Plan) research facility on campus land at the University of California, Santa Cruz. AEP Certificate of Recognition for Outstanding General.Plan Amendment Fiscal Analysis ► forecast for Environmental Document of 1983 an EIR of fiscal impacts associated with an amendment (for McLaughlin Gold Project EIR/EIS) to the Contra Costa County General Plan to allow a 400- acre mixed commercial and residential project in the San Ramon area. Market Study for Village Center ► identification of types EXPERIENCE and scales of land uses appropriate to expansion of vil- lage center in Clayton, in a context of limited municipal Ms.Mundie fonaded Mundie &Associates in 1981 fiscal resources. following nine years as senior staff of a San Fran- cisco socio-economic research firm. Her M&A Fiscal Analysis of Major Development Area P. forecast work has included a broad mix of land develop- of fiscal implications of development of Folsom East,an undeveloped area accounting for one-fourth of the land meat related studies, from general plan work to in the City of Folsom. environmental impact reports to focused market, economic and fiscal analyses. Economic Element of Gcoeral Play P. research, consulta- tion.to economic issues committee,and preparation of Head of Mundie&Associates from its establish- economic element of award-winning plan for Petaluma. meat,Ms.Mundie brings to her work a clarity in organization, and in written and spoken presenta- Fiscal and Financial Analysis for Specific Plan ► evalua- tion,that contributes significantly to the quality of tion of the fiscal effects associated with a proposed M&A's work products. Among her special inter- 3,700-acre upscale residential development in the foot- • ests are the interrelationship of land use and hills of Union City,and Fremont. Assisted in appliea- transportation, resources planning and use of the tion of MBCA-developed fiscal impact model to forecast CEQA process in public decisiottmakiag. vests and revenues. V 1 SUZANNE LAMPERT SENIOR ASSOCIATE EDUCATION PROJECTS University of California,Berkeley, Laod Development Forecasts ► analysis of recent trends, AB,urban studies, 1971 existing conditions and future prospects to project the amount of development in various areas of northern Woodrow Wilson School of Public and California. These projects,undertaken for a major utili- International Affairs,Princeton University, ty company, have included southern San Mateo County, MPAUP(Public Affairs and Urban northern San Mateo County/San Francisco,south Placer Planning), 1975 County, Napa/Vallejo/Benicia, western El Dorado County and the Tri-Valley area of Alameda County. Economic Background Reports for General Plans ► review of historical and current economic conditions as well as expected future employment and population PUBLICATIONS growth that would affect the demand for various land uses in Susanville and Hollister. "Scoping Meetings: Get the Public Involved with Your Projects',California Planner,July 1990. Economic Analysis for Neighborhood Business District Revitalization in San Jose ► assessment of existing economic conditions and conditions that would affect future change in the Alameda and West San Carlos EXPERIENCE study areas. Recommendations for land use strategies and other actions that would capitalize on the areas' Ms. Lampert has been a key staff member at strengths. Mundie&Associates since 1987. Her experience encompasses real estate feasibility analysis, mar- Market Analysis for the Clayton Town Center Specific ket analysis, fiscal impact analysis and environ- Plan P. assessment of the functions of smaller city mental analysis for both public and private cli- downtowns; evaluation of existing and projected market encs. Her work has Contributed to general and support for the array of commercial uses that could be specific plans in addition to land use and devel- expected to locate in Gayton; recommendations for the P P land use plan based on these findings. opment forecasts and the evaluation of private development projects. Real Estate and Fiscal Impact Analyses for Mission Bay ► initial real estate feasibility modeling for the proposed She has prepared economic background reports, Mission Bay project in San Francisco, which led to the market studies,real estate feasibility analyses and first Memorandum of Understanding between the project fiscal impact studies for a variety of projects and sponsor and the City of San Francisco. plans, ranging in scale from single buildings to general plans. With both the broad perspective Fiscal Analysis of Plans and Annezatioa Proposals ► of the planner and the spec focus of the real public service cost and revenue impacts of general plan estate analyst, she is able to consider a diverse alternatives for San Antonio(TX),general pian and range of concerns, from policy goals to current annexation alternatives for Spokane(WA), alternative market constraints,in the course of her work. downtown plans for Seattle(WA),annexation alterna- Lives for Dublin (CA) and plans for Las Positas New Prior to joining M&A, Ms. Lampert was Vice- Town(CA)' President/Senior Planner at Gruen Gruen + Survey of Housing Preferences ► design and implementa- Associates, a Bay Area economic firm, and a tion of a survey of people who work in Sacramento's financial analyst for acquisitions of improved real Central City,to ascenain reasons for current housing estate at Santa Fe Pacific Realty Corp. (now choices, perceptions of the Central City as a residential Catellus Corp.) in San Francisco. She has taught environment and potential interest in moving to the a course in Economic Fundamentals for Planners Central City. This survey,which was distributed to at University of California Extension. 2,000 employees through their places of work,was part of the Central City Housing Strategy Study. 1 DAVID R CLORE SENIOR ASSOCIATE EDUCATION PROJECTS University of California,Berkeley,AB, UC Santa Cruz Research and Development Park Socio- political science, 1980 economic Analysis ► analysis of socioeconomic issues arising from a proposal to create a high technology Harvard University,MCRP(Master of City research and development park on the campus. Evalua- tion of public facilities and fiscal effects followed as separate document. McLaughlin Gold Project Land Use, Socioeconomic and Public Services Study ► background study for E1R/E1S on largest gold mine and processing plant in California, PROFESSIONAL AFFILIATIONS located across three counties (Lake,Napa and Yolo). American Institute of Certified Planners (AICP) Construction Period Impact Monitoring ► consulting American Planning Association(APA) assignment for Homestake Mining Company in which Association of Environmental Professionals (AEP) construction workforce statistics were compiled and analyzed as a means of allocating responsibility for funding mitigation measures required by the EIRIE1S. Fiscal Analysis of Annexation Proposal ► consulting assistance to California Attorney General's Office on AWARDS proposed annexation of Cullinan Ranch project to City of Vallejo. Analysis provided key documentation for California Chapter APA, 1986 Award eventual rejection of annexation proposal. for Comprehensive Planning (for City of Petaluma General Plan) Fiscal Analysis of Residential Development Options ► evaluation of fiscal impacts of alternative development AEP Certificate of Recognition for Outstanding patterns (representing three flood plain management Environmental Document of 1983 designs)for the Laguna Creek area, City of Sacramento. (forMdmghlin Gold Project EIA/EIS) General plan Amendment Fiscal Analysis ► forecast of fiscal consequences associated with an amendment to the Contra Costa County General Plan to allow for devcl- opment of a 400-acre mixed commercial and residential project in the San Ramon Valley. EXPERIENCE Fiscal and Financial Analysis for Specific Plan ► design Mr. Clore joined Mundie & Associates is 1982. and operation of computerized fiscal model for proposed His research and analysis has focused on land 3,700-acre upscale residential development on hillside use, socioeconomic and fiscal topics in the prep- lands in Union City and Fremont. aration of general plans, specific plans and other Sas Jose Downtown Plan EIR► environmental analysis of technical background reports for both public and Redevelopment Strategy Plan for the year 2005 allowing private sector clients. for up to 8 million s.f.office space,3,200 hotel rooms He has a strong background in environmental and and 5,800 housing units. planning law, economics and statistics, and has East Third Avenue/State Route 92 Interchange EIR► served as a lecturer or panel member in seminars freeway interchange, roadway extension and water and workshops on fiscal and socioeconomic supply line project in Foster City on a site containing analysis and CEQA mitigation monitoring. endangered species,wetlands and shoreline access. He has also directed several multidisciplinary Berkeley Downtown Plan EUt ► central business district environmental analyses of planning documents, revitalization and growth management plan allowing for large scale general plan amendments and specific up to 2 million s.f.of new development including over • development projects. 900 housing units.