HomeMy WebLinkAboutS15 - Contract Planning Services and Hearing OfficerCITY 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
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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
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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.
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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
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LtVl RENCE
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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
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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
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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
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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
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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
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"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
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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.
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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.
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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
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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
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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
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