HomeMy WebLinkAboutContracts & Agreements_14-08 RDA_CCv0001.pdf ATTACHC ENT 1
LLDM{
Associates . Inc.
CITY OF REDLANDS
STATEMENT OF QUALIFICATIONS
COMMUNITY E' ENT BLOCK
GRANT SERVICES
CORPORATE HEADQUARTERS
10722 ARROW ROUTE, SUITE 822
RANCHO CUCAMONGA, CA 91730
TELEPHONE: 909/ 476-6006
FAX NO.: 909/ 476-6486
ri
LLDMJune 13, 2007
Associates. inc,
Christina D. Perez, Redevelopment Housing Manager
City of Redlands
35 Cajon Street, Suite 204
Redlands, CA 923734505
Subject: Statement of Qualifications
Community Development Block Grant(CDBG) Services.
Dear Ms. Perez:
LDM Associates,Inc. along with its affiliate(MDG Associates,Inc.)has been providing a variety of
planning and redevelopment consulting services including CDBG administration and implementation
services, to cities such as yours for over 19 years.
The firm has a history of administering the CDBG programs for a variety of entitlement and urban
county cities.Our consulting team is comprised of highly qualified professional staff with expertise in
all aspects of Consolidated Planning and Federal Grant Program Administration.
We are confident that we possess the resources and expertise to assist the City ofRatmds in meeting
its Community Development Block Grant goals and objectives.
DESCRIPTION OF Fffirkl
LDM Associates Inc.(LDM)was established in 1987 and was incorporated in the State of California
in 2001. In response to our clients'needs,LDM has been providing t management services since
1991. Such services include the administration of Community Development Block Grant(CDBG),
Home Investment Partnership(HOME),Emergency Shelter Grant(ESG),Hou i • for Persons With
Aids(HOPWA), Residential Rehabilitation,Commercial Rehabilitation, and First Time Homebuyer
Pros •s. In addition,to grants management,LDM and its affiliate,MDG Associates,Inc.,provide
planning, redevelopment, and project management services to municipal agencies. The firm is
comprised of individuals with a wide variety of expertise in the vafious areas noted above. C
LDM has twenty (20) team members (17 full time & 3 part time). Eleven of the twenty team
members have expertise and experience in the administration of CDBG,HOME and ESG Pros
FIRM EXPERIENCE
Since its inception, LDM has offered administrative and management services to cities seeking
consultant assistance to provide as an extension of their staff The types of services that we currently
provide may be of interest to the City of Redlands.
10722 Arrow Route Suite 822 * Rancho Cucamonga* Cahfornia 91730 (909)476-6006* Fax(909)476-6086
Last year, LDM administered approximately $9,2 million dollars in CDBG funds for six cities in
Southern California. We are currently under contract with the Cities of Hawthorne,El Monte,Irvine,
Newport Beach., Paramount, Rialto,Agoura}fills, Hesperia, and Walnut.
Our firm has vast expertise in Consolidated Planning,Housing Element Development,and preparing
updates of the required Analysis of Impediments to Fair Housing. LDM currently administers a
combination of CDBG, HOME, ESG, HOPWA, and ADDI gams for nine(9) cities in Southern
California.
Our staff is knowledgeable in a number of computer programs including all of the Microsoft 0 ' cc
software,Microsoft Project,AutoCAD,IDIS,and Community 2020. We encourage you to visit our
corporate office located in the City of Rancho Cucamoll
CONSULTANT TEAM
The members of our consulting group proposed to provide direct CDBG Program Administration
services include David D. Meyer, President; Rudy E. Mialoz, Executive Vice President; Cynthia
Ricks-Maccotan, Senior Associate; and Clint Whited, Associate, Mr. Munoz and Ms. Maccotan
would be responsible for the day to day implementation of the CDBG Program on behalf of LDM.
Mr. Munoz has over 16 years of experience in administering CDBG Programs, both as a City staff
member and as a consultant. Ms.Maccotan recently accepted a position with LDM. Ms.Maccotan
prior work has provided her with knowledge of CDBG and Home Implementation as well as
Consolidated Planning. Mr. Whited will assist in monitoring sub-recipients;ensure that all required
documents are being maintained and that the program is being implemented in accordance with HUD
regulations. Mr.Whited is also available to provide technical assistance with CDBG compliance and
Federal Labor Standards monitoring.
The resumes of the four staff members are included in the Resume of Key Personnel section of this
document.
CONFLICT OF DITEREST
LDM Associates, Inc. is not aware of any possible conflict of interest that might limit the projects
on which our firm could work.
If you have any questions re:, ding this matter, please contact me or Mr. Rudy MliflOZ at your
convenience,
Sincerel
Al -------
Pr ident
Enclosure tatement of Qualifications
Page 2
Summary
Finn Profile LAW Associates, Inc., (L1)1/1) along with its affiliate MDG
Associates, Inc., (MDG) has been providing quality urban
planning consulting services to the public and private sectors
since 1987. LDM7 s success in the fields of planning,
redevelopment, project man: ement, and CDBG grant
management has led to continued growth. IDM's experienced
and skilled team has served our clients in the implementation
of a variety of challenging multi-discipline projects.
Our firm is headquartered in Rancho Cucamonga, Colifornia.
WM prides itself in being responsive to our client's needs.
We have been fortunate to have developed long-term
relationships with our clients.We equate our success with our
ability to provide quality assistance to our clients.
Our professional team is skilled and experienced in a variety of
community development specialties and disciplines that
include: Architecture; Urban Planning; Grants
Management;Redevelopment;Project Management;and
Construction Management.
Our broad e of expertise and capabilities enables us to
provide our clients with comprehensive project evaluations
and innovative solutions. The ability to provide these services
guarantees that our clients receive coordinated and cost-
effective assistance.
Service Approach At /1)/11, we take time to listen to our clients in order to
understand their business needs.We also identify our client's
budgetary, personnel, and scheduling constraints. We tailor
our services to satisfy identified needs.We pride ourselves on
our ability to offer creative solutions. LDM considers desi
efficiency, quality of work, and on-time performance as
essential cornerstones. Our goal is to provide our clients with
innovative alternatives and proven methodologies to solve
problems.
Skill and Commitment "Working together as a Team" is the cornerstone of our
consulting service philosophy. Our goal is to work closely
with our clients, offering our professional expertise,
knowledge, and enthusiasm to affect positive project
LD114 Associates, Inc.
Summary
outcomes. The LDM team is experienced in participating in
the management of large and small multidisciplinary projects.
LDM's team is well versed in local,regional,state and federal
regulations that govern planning, redevelopment, economic
development and CDBG programs.
Management LDM is committed to the production of an exceptional work
product and to maintain a reputation for quality and timely
service. Lttivfs Quality Assurance/Quality Control(QA/QC)
program embodies objectives that emphasize service, timely
delivery, and product excellence.
LDM Associates,Inc. offers consulting service in the following disciplines:
Architectural Design
Building Design
• Site Planning
• Site Constraint Analysis
a Facade Rehabilitation
• Feasibility Studies/Cost Analysis
▪ Building Construction Plans& Specifications
▪ Entitlement Processing
• Thieriot Design& Space Planning
Urban Planning
▪ Urban Design Concepts
al Site Evaluation
1 Development Feasibility Studies
• General Plan Preparation
• Zoning Documents
Specific Plans
• Project Management
• Planning Staff Assistance
Redevelopment
• Redevelopment Agency 5 Year Plan Preparation
• Implementation Plans Preparation
• Redevelopment Agency Operation and Administration
▪ Redevelopment Agency Public Information Materials
▪ Redevelopment Annual Reports
• Project Management
• Agency Staff Assistance
LDM Associates,Inc. al
Summary
Grant management
Grant Application Preparation and Processing
CDBG Program Administration and Implementation
▪ HOME Program Administration and Implementation
Housing Rehabilitation Program Implementation
Commercial Rehabilitation Program Implementation
• First Time Homebuyer Program Implementation
• Davis-Bacon Labor Compliance
▪ Property Inspection/Evaluation
Construction Management
• Project Management
• Construction Oversight&Management
• Construction Planning/Evaluation
• Quality Assurance/Quality Control
• Procurement Services
I
LBM Associates, Inc. a
Representative Projects
GOVERNMENT AGENCY EXPERIENCE
City of Desert Hot Springs—Redevelopment Agency Administration
Desert Hot Springs,California
Responsible for the adimittstration of the City's Redeye'. „ programs including the implementation of the
Rehabilitation for commercial,residential and industrial developments in the City's tvw)Reckvelopming
Project Areas.
Client: City of Desert Hot Springs Redevelopment Agency
City of Lk Habra Heights Plannitie DePartmept Adnkinistratioll
La Habra Heights,California
Performed the day-to-day administration of the Plniming Department for the City, Tasks included assisting the
public at the counter, preparation and presentation of reports to the Plamting Commission and City Council;
reviewed plans for conformance with the La Habra Heights Municipal Code and General Plan;preparation of
zoning ordinance amendinents and reviewed specific plans.
Client: City ofLa Habra Heights
City of Bradly re—Planning Department Administration
Bradbury,California
Revonsible for the day-to-day administration of the P Department for the City. Tasks included
the public with questions regarding development standards and processing requirements; preparation and
presentation of reverts to the V.., Conmissitm and City Council;reviewed plans for conformance with the
Bradbury Municipal Code and General Plan;prepared zoning ordinance amendments and design guidelines.
Client:City of Bradbury
City of Lawnd*le Community Development Department Administration
Lawndede,California
Responsible for the day-to-day administration ofthe Conmnmity Dev * -.1 for the City, Tasks
included assisting the public with questions rey dev standards and processing nequirernents;
preparation and presentation of reports to the Planning Commission and City Council; reviewed plans for
conformance with the Municipal Code and General Plan;and zoning ordinance amendments.
Client:City of Lawndak
LDM Associates,kte. 5
Representative Projects
MASTER PLAN EXPERIENCE
City of Fontana—Fontana Auto Mall Specific Plan
Fontana,California
Prepared a specific plan, guidelines,and development surds for a 28.55 acre Auto Mall. The plan
addressed issues of parking,lot configuration,desir F rr err; landscaping and signage guidelines.
Client: City of Fontana Redevelopment Agency
Inland Empire Commerce Center Specific Plan
Fontana,California
Reviewed and processed the Inland ,r r ire Come Center Specific Plan on behalf of the City of F.
ntana
Redmelopment Agency. The Inland ire Commerce Center is the site of the former Fontana Kaiser Steel
Mill.. The Plan encompassed 1,332 acres of land to be used fox conunercialeindustrial clove
Client: City of Fontana Redevelopment Agent
City of a Habra Ue ahta—Powder Canyon Specific Plan
La H Hei�,t1,California
Prepared and processed the Powder Canyon SpecificPlan on of the City of La Powder
Canyon Specific Plan assert 545 acres and provi for 136 single family _ .r.ter an 18
hole concourse with a clubhouse and related amaiities.
Client: City of La Habra Heights
City of Desert Hot Springy Economic Development Plan
Desert Hot Springs,California
Responkble for the r .r r :t:.# of an Economic Devekiimera Plan for the City's,industrial area. The plan
included the preparation of an Economic Development Strategy, industrial area analysis, andbusiness
retention/even'programs.
Client: City of Desert Hot Springs Redevelopment Agency
City of Bradbury—Development Code and Guidelines
Bradbury,California
Responsible for the preparation of the City's Zoeing Ordinance. Tasks included reviewing the current zoMag
ordinance, assembling a committee to identify of concern and p _y the new code to the Planning
Commission and City Council for adoption.
Client: City of Bradbuty
City of Lomita—Zoning Ordinance
Lomita,California
Responsible fox the preparation of the City's Zoning Ordinance. Tasks =hided reviewing current
ordinance, assembling a committee to identify of concern and present the new code to the Planning
Commission and City Council adoption.
ori
Client: City of Lomita
■ LDM Associates, Inc. ■
Representative Projects
Yanks Air Museum and Visitor Facility Master Plan
Greenfield,California
Preparation of a 111 acre Master Plan for a 200,000 square foot airplane museum. Master plan includes a 150
room hotel,two free standing restaurants,a winery,70,000 square feet of commercial buildings,and an airport
runway with airplane hangers.
Client: Charles Nichols
South Gate Auto Plaza—Master Plan
South Gate,California
Master Plan for an auto mall which included three auto dealerships of approximately 34,000 square feet each and
80,030 square feet of industrial buildings on a 15 acre parcel of land,
Client: City of South Gate
G NT MANAGEMENT EXPERIENCE
City of Rialto-CDBG Protrant Administration
Rialto,California
Responsible for the day-to-day administration and implementation of the City's Community Development Block
Grant(CDBG)program and coordinating with the U.S.Department of Housing and Urban Develtpmesit(HUD).
Client: City of Rialto
City of Hawthorne CDBG Program Administration
Haw/lime,California
Responsible for the day-to-day administration and implementation of the City's Community Develop/nun Block
Grant(CDBG)program and coordinating with the U.S.Department of Housing and Urban Development(M),
Client: City of Hawthorne
City of San Fernando- CDBG Program Administration
San Fernando,California
Responsible for the day-to-day administration ,/, ///0 Itanentathn of the City's 0 urn ill.' Development Block
Grant(CDBG)program and coordinating with the Los Angeles County Community Development Commission
(CDC)and Department of Housing and Urban Development(HUD).
Client:City of San Fernando''
City of Calabasas CDBG Promm Administration
Calabasas,California
Responsible for the day-to-day administration and /lamentation of the City's Community Development Block
Grant(CDBG)program and coordinating with the Los Angeles County Community Development Commission
(CDC)and Department of Housing and Urban Dev 00 (BUD).
Client: City of Calabasas
I LDM Associates, Inc. le
Representative Projects
City of Newport Beach -CDBG Program Administration
Newport Beach,California
Responsible for the day-to-day administration and implementation of the City's Community Devel . Block
Grant(CDBG)program and coordinating with the U.S. Department of Housing and Urban Development(HUD).
Client: City of Newport Beach
City of Palmdale CDB( Program Administration
P a e,California
Responsible for the day-to-day administration and implementation of the City's Community Development Block
Grant(CDBG)program and coordinating with the U.S.Department of Housing and Urban Development(HUD).
Client: City of Palmdale
City of Desert Hot swings-CDBG Program Administration
Desert Hot Springs,California
Responsible for the day to day administration and in lemntation of the City's Community Development Block
Grant(CDBG)program and coordination with the U.S.Department of Housing . Urban Development(HUD).
Client: City of Desert Hot Springs
City of Hawthorne—First Time Homebuver Program Administration
Hawthorne,California
Responsible for the preparation of the program guidelines and the overall administration implementation of
the City's First Time Homebuyer Program. The pro y II was funded using the City's HOME funds and the
redevelopment a iicy 206/0 set-aside funds.
Client:City ofHtnythorne
City of Hesperia—First Time Homebuver Program Administration
Hesperia,California
Responsible for the preparation of the program guidelines and the overall i tration . implementation of
the City's First Time Homebuyer Program The proi was funded using the City's HOME funds.
Client: City ofHesperia
City of San Fernando—First Time Homebuyer Program Administration
San Fernando,California
Responsible for the preparation of the program guidelines and the initial triminioviiiirin of the City's First Time
Homebuyer Program. The program was funded using the agency 20%set-aside redevelopment funds,
Client:City of San Fernando
City of Calabasas—First Time Homebuver Program Administration
Calabasas,California
Responsible for the preparation of the program guidelines and the initial administration of the City's First Time
Homebuyer mg The pmgrarn was t.,... using the City's commercial anti inchistri.al development'ant
fees.
Client:City of Calabasas
II LEM Associates, Inc.
Representative Projects
REHABILITATION PROGRAM EXPERIENCE
City of San Fernando Commercial Rehabilitation Program
San Fernando,California
Responsible for the administration of the City's Commercial Rehabilitation Program funded by the Community
Development Block Grant(CDBG)progrmn. Duties included the implementation of the a of
architectural plans and bid documents;and labor compliance associated with the rehabilitation of the##
facades.
Client: City of San Fernando
City of Hawthorne—Commercial Rehabilitation Program
Hawthorne,California
Responsible for the administration of the City's Commercial Rehabilitation Program funded by the Community
Development Block Grant(CDBG)program. Duties included the implementation of the program;preparation of
architectural plans and bid documents;and labor compliance associated with the rehabilitation of the commercial
facades.
Client: City offlavilhonte
City of Rialto—Commercial Rehabilitation PrOgraill
Rialto,California
Responsible for the administration of the City's Commercial Rehabilitation * # n funded undo-the
Devel is i Block Grant(Cf)BG)pnigrnm. Duties incl the iniplementationofthe prognmi; •i of
architectural plans and bid documents;and labor compliance associated with the rehabilitation of the earirnercird
facades.
Client: City of Rialto
City of Upland—Commercial Rehabilitation Program
Upland,California
Responsible for the administration of the City's Cornmercial km funded under the nm
Development Block Grant(CDBG)pro: Duties included the implementation of the, i of
architectural plans and bid documents;and labor compliance associated with the rehabilitation of the*4
facades.
Client: City of Upland
City of El Segundo—Minor'flame Repair Program
El Set i 4,California
Responsible for the adniinistration of the City's Minor Home Repair Program and coordinating with the Los
Angeles County Community Development Commission (CDC) a I tt of Housing and Urban
Devel# n t(HUD).
Client:City of El Segundo
City of El Segundo—Residential Sound Insulation Program.
El Sc: ,California
Responsible for the administration of the City's Resi Sound Insolation Program.We coordinated with the
Los Angeles County Community Development Commission(CDC)and(HUD).
Client: City of El Segundo
LOM Associates, Inc.
Representative Projects
City of Calabasas*Earthquake Recovery Housing Program
Calabasas,California
Responsible for the management of the Earthquake Recovery Housing Program. Tasks included reviewing
applications for qualification in the program,conducted inspections ofearthquake n;;, b * established
grant amounts,prepare work write-ups and specifications for bidding,obtained bids, . .*contracts,provided
construction .. t and prepared reimbursement requests for fiLiD and managed the repair of the buildings.
Client City of Calabasas
City of San Fernando—Earthquake Recovery lousing Program
San Fernando,California
Responsible for the administration of the Earthquake Recovery Housing Repair . Tasks Mel
reviewing applications for qualification in the program,conducted inspections of earthquake „4„
established grant amounts,and managed the repair of the built
Client: City of San Fernando
city of Calabasas— ProgramHousingehahil
fltesCoralabpolquis:suibcleationCfa:tivornith manageathe pn:117in,t ofconducthe Hotedusininvectig RehabansilitactoritheProgrresidentantiTaiasprokserticlur, estareviberi:smhedg ati, minas
amounts,prepared work write-ups and specifications for bidding,obtained bids,prepare contracts,provided
progress Ms4x,cti 6 4,.• and conducted project close out.
Client: City of Calabasas
City of Diamond Bar—HOUSiike.Rehabilitation Program
Diamond Bar,California
Responsible for the mana: o'emanation of the City's Housing Rehabilitation Progr .. Tasks
included conducting inspections of the residential properties,preparing work write-ups and specifications for
bidding,obtaining bids,providing progress inspections and other duties as directed by the City.
Client: City ofDianiond Bar
city of Hawthorne—Housing Rehabilitation Program
Hawthorne,California
#14 ible for tlie *. y.1 t of the Housing Rehabilitaticsi Pmgram T,flr,zr irrl'Alc.d reviewing application
for qualification in the program, conducted ins -stens of the residential properties, established grant/loan
amounts,prep work write-ups u. specifications for bidding,ob . .,-. bids,prepared contracts,provided
progress inspections and conducted project close out.
Client: City of Hawthorne
City of Redlands—Rousing Rehabilitation Program
Redlands,California
Responsible for the mans: uent implementation of the City's Housing Rehabilitation Program. Tasks
included conducting inspections of the msi 4.,ti8l properties,prep work write-ups ni. specifications for
bidding,obtaining bids,providing progress inspections and other duties as directed by the City.
Client: City of Redlands
LDM Associates, Inc. •
Representative Projects
City of Upland—Home Improvement Program
Upland,California
Responsible for'the management and implementation of the City's HomeImprovementTasks inchided
.
cog inspections ons of the residential properties,preparing work write-ups and specifications for bidding,
obtaining bids,providing progress , :r rother duties as directed by the City.
Client: City of Upland
City of Un d—Historic Home Rehabilitation Proemial
Upland,California
Responsible for the management and irnplementationofthe City's Historic Home Rehabilitation •. n Tasks
included rcting inspections of the residential properties,pireparing work write-ups and specifications for
bi r r,obtaining g bids,provi progress inspections and other duties as;directed by the City.
Client: City of Upland
I
$ LDM Associates, Inc, ■
Representative Projects
RESIDENT -cUSTOM HOMES
Gar* i ChinoHills,California
Provided
La a Habra Heights,California architectural services for a 5,600square foot
Provided architectural services for a 4,600 foot located on a I, acre lot in the o Hills
custom located on a .75 acre lot in the hillside ht
amtcommunity of LaHabra Heights. ' Mr. & Prieta
Client Jose Garcia Ta* -Ch+en Residence
Monrovia,California
La Puente,California Provided architectural services for a 5,000 square foot
onrovia
Provided architecturalservices for a 3,200 footcustom Wine l on a 1.2 acre lot in the RSI
custom home located on a 1.5 acre lot in the La Puente hill
des. Client: Mr.if Mrs. Taao
hillsiClient Jolene FrazierSo*Residence'
Glaidora,California
H' A+larina,C `dead'architectural services for a 5,250 foot
endaa
Provided architec services for a 5,100 sq foot home located on a 2.1 acre lot in the Gl
custom located on a 10,0 00 square foot lot in the Client r.&Mrs..Alex Solis
H, ` ?Amine.
Client Charles lilichois Chou Rear
If.Yellin&
Chino California
l hacienda Heights,California Provided architectural services for a 4,000s foot
Provided architectural services for a 9,000 squarefootcustom have hillsi
I on a.5 lot in,the China Hills
custom home located on a 1,1 acre lot in the Hacienda ' '
Heights Iles: Mr.&yrs C'haugh
Client Bill Young Client:
Ortiz Resisfencie
La Habra Heights,CaliforniaProvided architectural
ices fora 4,600 foot
Monrovia,
California custom home located on a 1.5 acre lot in the City of La
Provided architectural services for an 8„200 square foot Habra
oncustom home located a 2 lot in community of Client: Mr. &Mrs.f?rtix
Client: Mr.&Mra.Karina
Ye
illiamt.ResidencGlendoraCalc:~
San Dimas,California Provided architectural services for a 5,500 square foot
Provided architectural services for a 6,250 square foot custom home located on a 1.0 acre lot in the City of
ardeas
custom home located on a 1.2 acre lot in the San Dima.s C
hillsides. Com' Mr &Mrs. Vernons
Client Mr. &Mrs. Williams
Ortiz Residence
La Habra Heights,California
Provided architectural services for a 4,300 square foot
caste=home located on a 1.1 acre lot in the La Habra
Heights hillsides.
Client Mr. &Mrs.Ortiz
■ LDM Associates,Inc. ■'
Representative Projects
Project/Construction Management
PROJECT/CONSTRUCTION
MANAGEMENT
Rialto–Pollee Station Rehaabil tatio
Nato Seer Center Rialto,California
Rialto,California Provided project + construction management services
Responsible for the project and constmetion management to the City of Rialto in the rehabilitation of their existing—
of a new 17,1200 square foot senior water f tyfimded Police Station.The rehabilitation work included all ADA
with CDBG program to bring the building into
C City of Rialto compliance with current codes.
Client City of Rialto
A Mi ibtekenda Restaurant/Night Club
Pico Rivera,Califcania Rialto Skate P
Rialto,California
Responsible for the project and crnns Provided project and constmetion management services
of a new 21,000 square foot restaurmithfight club: to the City of Rialto for the construction of a 10,000
Char: Juan Garcia square foot skate park Duties included labor compl
mw.
Monet Calvary-Faith Lutheran Church l real Rialto
o
Client City afRia
West Covina,California
Responsible for the project.,1. "management Rialto Mr Par /WA Reatroonit
of a 7,000 square foot church expansion. Rialto,California
Client Mount C Faith Lutheran Church Provided project and construction management services
to the City of Rialto for the consmiction of a new
C ._ a u �.v ,► kit,. c on Stand facility.
Calabasas,California Client City ofRialto
Responsible for the construction management of the
EarthquakeRecoviny Housing RehabilitationProgram_
Client City of Calabasas
City of San Fernando Esirthoualte Recovery
San P ,California
Responsible for the ccestmetion management of the
Earthquake Recovery Housing Rehabili
References
Jim Strodtbeck Mr.Otto 1<routil
Redevelopment Director Development Director
City of Ontario City of Ontario
316 East"E"Street 303 East"B"Street
Ontario,CA 91764 Ontario,CA 91764
Telephone: (909)395-2005 Telephone: (909)395-2171
Mari Guerrero Tim IvlimMack
CDBG Coordinator Deputy Public Works Director
City of Hawthorne City of Ontario
4455 West 126th Street 303 East"B"Street
Hawthorne,CA 90250 Ontario,CA 91764
Telephone:(310)970-7110 Telephone:(909)395-2112
Tina Gall Mr.Juan Garcia
CDBG :4 4. Manager A Mi Hacienda Restaurant/Night Club
City of El Se: ' u 8544 Whittier Blvd
350 Main Street Pico Rivera,CA 90660
El Se: ..,4,CA 90245 Telephone:(310)949-9966
Telephone:(310)524-2300
Mr. Charles Nichols
Larry Thornburg Nichols Lumber and Hardware Co.
Director of Recreation and Community Services. 13470 Dalewood Street
City of Rirdto Baldwin Park,CA 917(16
214 N. Palm Avenue (626)960-4802
Rialto,CA 92376
Telephone: (909)421-4968
James NStefimo
City Manager
City of P',1## # Bar
21825 E. Copley Dr.
Bar,CA 91765
Telep :(909)396-5676
Dan Trimble
City Manger
City of Newport Beach
3300 Newport Blvd.
Newport Beach,CA 92658
Telephone:(949)644-3230
LDM Associates, Inc.
David D. Meyer, AICP
President
EDUCATION: Masters of Public Administration
California State University, Long Beach
Bachelor of Science
California State Polytechnic University at Pomona
EXPERIENCE: LOM Associates- President
Provide a wide range of planning and redevelopment consulting services to
public agencies and private developers which include, land use planning and
analysis; entitlement processing; project negotiations; site acquisition; project
desi lit and processing; commercial and residential rehabilitation program
implementation; planning studies; economic development studies; project
management; zoning ordinance preparation; and contract staff assistance for
pia"and redevelopment activities.
City of Bell-Director of Community Development/Community
Redevelopment Agency Executive Director
Directed Community Redevelopment Agency's acquisition and development
programs. Supervised Cit3ris Building, Planning, Engineering, Public Works and
Code Enforcement activities. Major program responsibilities included economic
development, /31arming, building, public works, general plan preparation, design
standards, ,t0`1 t ordinance maintenance and Community Development Block
111 Grant(CDBG)program.
City of La Puente - Director of Planning and Community Development -
Developed, coordinated and implemented the City's comprehensive planning,
building, zoning and development programs. Supervised staff and consultants.
Major program responsibilities included economic development, p
housing, community development, Community Development Block Grant
(CDBG) activities and administration, general plan and zoning ordinance
preparation.
City of Carlsbad-Planning Assistant- 1972 to 1973
City of La Puente Planning Assistant- 1969 to 1972
AFFILIATIONS/
REGISTRATIONS: APA-American P . ' !, Association
AICP-American Institute of Certified Planners
I LDIWI ASSOCIATES 111
Rudy E. Munoz
Vice-President
EDUCATION: Masters Public Administration- 18 units completed
Consortium of California State Universities
Bachelor of Architecture(5th Year Degree)
California State Polytechnic University, Pomona
Bachelor of Science-Major in Architecture
California Polytechnic University of Pomona
EXPERIENCE: LDIVVIVIDG Associates,Inc.-President
Provides a wide range of architectural; planning, CDBG, and redevelopment
„
consulting services to public agencies and private developers which include, land
use planning and analysis; entitlement processing; project negotiations; site
acquisition; project deSiYi and processing; CDBG commercial and residential
rehabilitation program n lementation; p °ot studies; economic development
studies; project management; zoning ordinance preparation; contract staff
assistance for planning and redevelopment activities; and construction
management.
City of Huntington Park*Assistant Director of Community
Development/Redevelopment
Assisted the Director of Community Development in managing the day-to-day
operations of the department including the CDBG program, Planning, Building
and Redevelopment Divisions, Directly responsible for the day-to-day functions
of the Planning Division including current and advanced Plaririi g
City of Bell-City Planner
Under the direction of the Community Development Director, administered the
City's current and advanced planning activities, assisted in the development of a
new General Plan. Responsible for Subdivision Review, Zoning Review,
Environmental Review,and Design Review functions.
City of Montclair-Assistant Planner
Assisted in the daily planning functions including, California Environmental
Quality Act (CEQA) review, Desiei Review, Subdivisions, Annexations,
Development proposals. Processed Zone Changes, Variances, Conditional Use
Permits,and other entitlements.
Booth-Good Architects
Responsible for design development. and preparation of construction drawings
for various types of developments,
AFFILIATIONS/ APA-American Planning Association
REGISTRATIONS: ICED-International Conference of Building Officials
NAIIRO-National Association of Housing and Redevelopment Officials
ALIA-Prior member of the American Institute of Architects
Licensed State General Contractor- License No.681042
Certified HOME Technical Assistance Provider,HUD
I LDM ASSOCIATES,INC. I
Cynthia Ricks-Maccotan
Senior Associate
EDUCATION: Masters of Science,Management and Urban Policy Analysis
New School for Social Research-New York(surimia cum laude)
Bachelor of Arts,Public Administration
University of Puget Sound,Washington University
Public Policy and International,Affairs(PPIA) Fellow,University of Texas at Austin,
Public Policy and International Affairs(PPIA)Fellow,Princeton,New Jersey
EXPERIENCE: LDM G Associates,Inc,-Senior Associate
Provides a wide range of CDBG, HOME, ESG and other HUD entitlement consulting
services to public agencies. Responsibilities include the day to day administration of
CDBG and HOME programs for Cities. Other responsibilities include the preparation of
Consolidated Plans, Action Plans, and Consolidated Annual Performance and Evaluation
Report's (CAPER'S) for cities; maintenance of all IDIS information for the Cities;
Production of reports using HUD CP1tiffP tool; and assist Cities in developing Community
Housing Development Organizations( 's):
Irvine Housing Opportunities,Inc(1110)-Executive Director
Managed the funding processes, human resources and daily operations of the nonprofit
housing development corporation. Assisted the Board in developing the five-year strategic
plan and obtain the necessary resources for implementation. Recruited and supervise
responsible for site selection and acquisition, entitlement and community notification, pro
forma development, project financing, lease-up, property management and regulatory
compliance. Managed new construction and fmancing to complete rehab of 150 affordable'
Senior Housing its and new construction of 15 units at Woodbridge Manor, Irvine
valued at$23 million.
111 City of Irvine-Grants Coordinator
Reported to Principal Planner, Manager of Planning Services, and Department Director.
Managed the administration of CDBG and HOME to achieve the City's community,
housing and economic development goals, Successfully prepared for independent and
federal Housing and Urban Development (HUD) audits. Managed funding processes
including: development of requests for proposals; review and selection of applications;
negotiation and management of contracts; budget analysis; and technical assistance to sub
recipients. Assisted developers securing I financingfor rehabilitation and
construction of. t ,rdable housing. Reviewed and implemented affordable housing plans
and conditions of approval for residential development.
King County Housing and Community Development Coordinator, Homeless
Housing Programs/Program Manager/Land Use Planner I
Promoted from Land Use Planner II to Program er to Coordinator of Homeless
Housing Programs. Reported to Program and Division Managers, and Department
Director. Assisted the coordination, analysis and cont _ g of applications for affordable
housing development with local, state, private and federal funders. Audited by state and
Executed and implemented countywide homelessness policies. Developed and
managed ed the Homeless Housing Pro®.+ . budget of$11.2 million. Supervised and hired
Pro Managers. Coordinated the work of the Homeless Housing Program. Provided
technical assistance and oversight of grant writing, contracting and reporting to ensure
regulatory compliance.
■ LI)M ASSOCIATES,INC. tt
Clint D. Whited
Associate
EDUCATION: Bachelor of Science Public Policy and Management
University of Southern California, Los Angeles
EXPERIENCE: LDMIMDG Associates,Inc.—Associate
Responsible for the implementation, programmatic and financial monitoring of
Community Development Block Grant (CDBG) and HOME Investment
Partnership Act (HOME) funded projects for compliance with the U.S.
Department of Housing and Urban Development (HUD) regulations; Conduct
monitoring of affordable housing projects funded with HOME and
Redevelopment funds for compliance with federal and state regulations;
Responsible for the administration and implementation of residential and
commercial rehabilitation programs funded with Community Development
block Grant (CDBG) and Redevelopment funds. Responsibilities include
reviewing applications for participation in rehabilitation programs to assure
compliance with CDBG and HOME Investment Partnership pro!,,, s.
Provide labor compliance monitoring for capital improvement projects in
accordance with Davis-Bacon regulations. Monitoring includes review of
certified payrolls, preparation of review letters, conducting interviews; and
coordinating file reviews with HUD. Monitoring Sub-recipient
accomplishments in HUD CAP.tool.
L.A. County Community Development Commission - Contract
Compliance Officer/Program Management
Developed and implemented comprehensive online construction contract
compliance guidelines. Provided training and technical assistance to
subrecipient lencies on contract and labor compliance. Monitored and
provided contract compliance oversight to 63 contracts worth approximately
$49.3 million. Developed and reviewed interagency ments, RFPs and Bid
Documents. Prepared comprehensive procurement guidelines for external
agencies. Participated in Commission-wiJe Stiategic Planning process for
internal policy and procedure development
AFFILIATIONS/ American Society for Public Administration(ASPA)Member since 2001
REGISTRATIONS
TECHNICAL MS Office applications (Word, Outlook,Excel,PowerPoint, Visio, and
SKILLS Front Page), Windows OS, Internet
LDNI ASSOCIATES,INC,
tr
LDM Associates, Inc.
10722 Arrow Rte:, Suite,822
Rancho Cucamonga, CA 91730
Office: (909)476-6006
SCHEDULE OF HOURLY BILLING RATES
Rates effective January 1, 2007
STAFF PERSON: Y RATE:,
President &Executive Vice President $95.00/Hr
Vice President $90.00IHr
Senior Associate $85.00/Hr
Associate $80.00/141
Project Assistant $74.04
Clerical $45.44/Hr
REBIBURSABLE ITEMS:
Project Supplies Cost plus 10%
Prints/Reproductions Cost plus 10%
Page No, 4
ATTACHMENT 2
Statement of
Qualifications
City of Redlands
TLERRAWFSI
1, 1) vlsoRs
Real Estate Et Redevelopment Consultants
. .
Contact: Contact
John Yon Jose Ometeotl
Tierra West Advisors Tierra West Aciv'5ors
2616 East 3Street 2616 East 3'Street
Los Angeles,CA 90033 Los Angeles,CA 90033
Phone:626-665-1224 Phone: :626-8241359
Fax: 323-261-8676 Fax 323-261-8676
Email:iyorai@tierrawestadvcsorstorn Email:Jorneteod @tier raweStadvisors.eom
.. E
June 16,2008
Daniel G.Hobbs
Redevelopment Director
Ms.Josephina Aguilar
Redevelopment Project Manager
Redlands Redevelopment Department
CITY OF REDLANDS
P.O. Box 3005
Redlands,CA 92373
Dear Mr. Hobbs and Ms,Aguilar:
Tierra West Advisors I"Tlerra West") welcomes the opportunity to submit this proposal to prepare the 2009-14
Consolidated Plan required by the federal HUD Entitlement Community Development Block Grant (CDBG) Program and
assist the City's Redevelopment Agency with administering Redevelopment and Housing Programs.
The staff of Tierra West has over 140 years of combined experience providing real estate and redevelopment consulting
services to both private and public agencies throughout California, Tierra West prides itself on providing consulting
services that are balanced with our knowledge of real estate, so, that our work products are designed to meet market
demands and realistically reflect project performance. Tierra West focuses on real estate economic analyses,acquisition,
developer negotiations, strategic planning,economic development strategies, implementation and program services, fiscal
consulting for bond issues and redevelopment budgets, interim staffing services and redevelopment planning services to
our clients,
Tierra West differentiates itself from other consulting practices by providing implementatton services that extend through
the complete project cycle. Deliverance of a report or work product does not end our involvement in project activities.
Tierra West is always prepared to handle sensitive acquisitions, develop and issue Request for Proposals (RFP's), select
developers, negotiate development agreements, review developer financial projections and prepare proforrnas for project
economics,
Tierra West has assembled a highly qualified team to provide Redlands Redevelopment Agency with the required services,
The team will be led by Michael Garcia, Director serving as Project Manager; will provide the required services and reports
to the City. Jose Ometeotl, Director, Regan Candelaria Senior Associate, and Zoe Urrutia, Senior Analyst, will assist Mr.
em-ria on an as needed basis, No sub-consultants are proposed for this assionhle-t
Tierra West we comes the opportunity to be of service to the City of Redlands. Please feel free to call if you have any
questions,or fish to discuss any aspect or our proposal. Thank you for your consideration.
Sincerely,
iTIERRA WEST ADVISOR-504,
John Yona
hairman/Prii ipal
COE )F WORK
Tierra West Advisors is prepared to assist the City of Redlands complete its Consolidated Plan for 2009-14
CDBG including the Analysis of Impediments to Fair Housing, the First Year Annual Action Plan, Housing
Rehabilitation, First-Time Homebuyer Program Administration, and Commercial Rehabilitation Program
Administration,
Consolidated Plan for 2009-14 CDBG, including the Analysis of Impediments to Fair Housing, the
First Year Annual Action Plan
The Consolidated Plan ("Plan") is intended to provide a tool for agencies receiving HUD funding to establish
comprehensive community goals in terms of development actions that address the provision of housing
opportunities for targeted groups designated by HUD, as well as identify the barriers and impediments for
such programs and services. The Plan is also an opportunity for citizen participation in the strategic
planning of housing and community development programs.
The Plan is an opportunity to link local resources to the larger region and identify local assets that address
the current needs of the community. it uses economic, physical, community and human development
resources in creating a strategic plan with specific goals, objectives and benchmarks. The Plan also helps
public agencies meet the reporting requirements for the HOME Investment Partnerships (HOME),
Emergency Shelter Grant(ESG),and Housing Opportunities for Persons with AIDS (HOPWA)should the City
be the recipient of such funding sources.
Jose Orneteotl, Director, will lead the preparation of the Plan and supervise all tasks and actions necessary
to complete the Plan in approximately four months, Mike Garcia, Director, Regan Candelario, Senior
Associate and Zoe Urrutia,Senior Analyst will assist Mr,Ometeotl as necessary.
Housing Rehabilitation and First-Time Homebuyer
Many cities and agencies throughout California are faced with the obligation to preserve and expand the
supply of affordable housing in their jurisdictions. However they face significant challenges in doing so
due to the high cost of housing in the state, One of the avenues for putting affordable housing funds to
work quickly is the formation ,and utilization of "silent second" loan programs to assist qualified
households to buy housing in the city.
These programs provide down payment assistance from city and agency housing funds in the form of
subordinated loans made to homeowners, typically at the time of the purchase of the home. The foar
called a "silent second" because the trust deed securing the loan is usually recorded in a second priority
position behind a conventional. trust deed loan made by a mortgage lender. It is 'silent" because it does
not require any debt service on the part of the borrower during the loan term so long as the borrower
honors the terms of the loan, including affordability restrictions. At the end of the loan term the loan is
usually forgiven.
Staff of Tierra West nas assisted many of its clients in setting up and, V some cases, managing such
programs, Recent assignments have included setting up programs in the cities of Azusa and Commerce,
and Terra West is administering the program ci Azusa and assisting the City Commerce with the design of
I Vi
its housing rehabilitation program, In addition to the direct experience in setting up and managing these
programs,Tierra West has advised many of its public sector clients in negotiating development agreements
with developers whereby affordable housing was developed with subordinated loans provided by
redevelopment agencies. These projects include both owner-occupied projects where silent second loans
where made to homebuyers(Cypress, Bell Gardens, Lynwood),and renter-occupied projects where qualified
households occupied restricted units and subordinated loans were made to the developers (Bell Gardens,
Glendale,Huntington Beach,San Jacinto,Azusa).
Jose Onneteotl and Mike Garcia would lead the team in the preparation and implementation of the Housing
Rehabilitation and First-Time Homebuyer Program and will be assisted, as needed, by Regan Candelaria,
Senior Associate,Zoe Urrutia,Senior Analyst,and Liliana Mange,Analyst,
Commercial Rehabilitation Program
Tierra West staff has successfully developed and managed commercial rehabilitation programs and is
prepared to provide commercial rehabilitation program services includirtg, but not limited to, program
design which can be in the form of rebates, loans, facade improvements loans or grants. In addition, our
staff has experience in marketing and implementing such programs.
Mr. Ometeotl is currently implementing an Economic Development Program for the City of Azusa which
aims at creating and retaining jobs for low and moderate income individuals by encouraging the
development of new businesses and the retention of existing businesses within the Downtown Azusa
Target Area. The program is funded through the Community Development Block Grant (CDBG) program
and ail applicants must comply with applicable US Department of Housing and Urban Development (HUD)
guidelines. The focus of the program will be to encourage new retail, quality sit-down restaurant, and
entertainment businesses to locate in the Downtown area. In addition, Mike Garcia and Regan Candelaria
have worked on Economic Development Programs that including facade improvement grants, business
retention and attraction for the City of Santa Ana, In addition Mr.Orneteati and Mr. Garcia will be assisted
by Zoe Urrutia,Senior Analyst, in the development and implementation of the programs as needed.
„. tigol
' 0 ”
PRmi A ON
Since 1980 John Yonai has operated Tierra West Real Estate Consultants providing professional real estate
consulting to corporations and private entities. Previous assignments included corporate real estate
planning and long-range projections, asset management services for large commercial office projects,
financial and property management oversight, coordination of negotiations to acquire property through
purchase and by leasing.
John Yonai previously served as the Partner in charge of real estate at Rosenow Spevacek Group, Inc. a
redevelopment consulting firm for 16 years i In September 2006, after 16 years, John Yonai decided to
leave Rosenow Spevacek Group and expand the services and scope of Tierra West Real Estate Consultants.
At this point Tierra West Real Estate Consultants brought on partners and reorganized itself as Tierra West
Advisors to include the following services:
• Real estate economic analysis
• Economic Development Plans and Strategies
O Housing Program development and implementation
O Planning -current and advanced planning,and assisting private clients through entitlement
a Financial Consulting - bond issuance consultant reports
• Real estate acquisition
O Governmental Services - classification/compensation surveys and analysis,
a Parks Master Plan analysis,interim management and project management staffing
• Redevelopment plan amendments and adoptions,
• Required reporting requirements 5 Year Implementation Plans, 10 year Housing
• Compliance Plans,annual Statements of Indebtedness,State Controller's report,
• Monitoring Deed Restrictions and annual agency budgets
Tierra West is comprised of twelve(13)experienced professionals as follows:
John Yonai, Principal Tirri Mulrenan, Principal
Michael Garcia, Director Jose Ometeotl, Director
Rose Acosta,Senior Associate Wait D. Lauderdale,Jr,Senior Associate
Regan Candela no,Senior Associate Zoe Urrutia,Senior Analyst
Louis Morales, Senior Associate Liliana Monge
Jesse Saucedo, Analyst Alexandra Bassanetti, Real Estate Technician
Silvestre Najera, Research Assistant
Insurance Coverage's include:
• Cornmercial General Liability- Each Occurrence $2,000,000,General Aggregate $4,000,000
• Automobile- Combined Sfngie Limit- $2,000,000
• Workers Compensation and Employers - Each Accibecit$1,000,000
a Commercial Errors Et Omissions- per ciam a Aggregate $2,000,000
; t
' )
Tierra West's contact information is:
Tierra West Advisors, Inc,
2616 East 3'1 Street
Los Angeles, CA 90033
Telephone: (323) 265-4400
Facsimile: (323) 261-8676
Electronic Mail:info@tierrawestadvisorsiicorn
Tierra West is a minority owned business enterprise.
CLIENT REFERENCES
The following is a list of current references from ci6es and redevelopment agencies that have
commissioned the principals of Tierra West for assistance with fiscal consulting for bond issue, acquisition
services, project economics, DDA drafting/negotiations, Reuse Analyses and Summary Reports, loan
agreements, planning, housing developments,or other redevelopment services,
City of Huntington Beach
Assigned Staff: John Yonal,Timothy Mulrenan, Michael Garcia,Jose Orneteotl and Walt D
Lauderdale Jr.
Contact Person: Stanley Srnalewitz, Economic Development Director
City of Huntington Beach
(714) 536-5909
City of Commerce/Community Development Commission
Assigned Staff: John Yonal,Timothy Mulrenan, Michael Garcia,Wait 0 Lauderdale,Jr and Regan
Candelario
Contact Person: Heriberto Valdes, Manager
Alex Hamilton, Deputy Community Development Director
City of Commerce
(323) 722-4805
City of Azusa
Assigned Staff: Jose Orreteotl,Tim Mulrenan, Mike Garcia,John Yonai and Walt D.Lauderdale,Jr
Contact Person. Francis M. Detach,City Manager
City of Azusa
(626)812-5236
City of Arroyo Grande
Assigned Staff, Timothy Mulrenan,Jose Ometeotl,Michael Garcia,Regan Candelario and Walt D.
Lauderdale,Jr.
Contact Person: Steven Adams,City Manager
City of Arroyo Grande
P.O.Box 550
Arroyo Grande,93421
(805)473-5400
City of Bell Gardens
Assigned Staff John Yonai,Timothy Mulrenan,Michael Garcia,Walt D. Lauderdale,Jr.and Regan
Candelaria
Contact Person: Carmen Morales,Community Development Director
John Ornelas,City Manager
7100S.Garfield Avenue
Bell Gardens,CA 90201
(562)806-7725
City of GlendateiRedeveloprrent Agency
Assigned Staff: Timothy Muirenan,Jose Orneteoti,John Yonai and Wait D.Lauderdale,Jr.
Contact Person: Madalyn Blake,Director of Housing
Peter Zovak,Housing Development
141 North Glendale Avenue,Suite 202
Glendale,California 91206
(818) 548-3706
City of Los AngelestCommunity Redevelopment Agency — Urban Partners/USC project
Assigned Staff:John Yonal,and Timothy Mulrenan
Contact Person: Michelle Banks -Ordone
4401 Crenshaw Blvd,,Suite 201
Los Angeles, CA,90043
City of Lynwood
Assigned Staff:John Yonai, and Tirnothy Muirenan,Jose Ometeoti,Zoe Urrutia,Walt Lauderdale,Jr
Contact Person: Lorry Hempe
11330 Bullis Road
Lynwood, CA 90262
(310) 603-0220
' 9 $� Z x.
Other current clients include the Cities of Artesia, Azusa, Big Bear Lake, Covina, Commerce, Desert Hot
Springs, Huntington Beach, Riverside, Pasadena, Pomona, Rancho Cordova, Rancho Palos Verdes, Redlands,
and Rosemead
The partners of Tierra West Advisors have provided consultant services to a variety of Clients including, but
not limited to
Cities: Baldwin Park, Bell, Bell Gardens, Brea, Burbank,California City, Carson,Covina,Culver City,Diamond
Bar, El Cajon, El Monte, El Segundo, Fontana, Fresno, Huntington Park, Inglewood, Irwindale, La Puente, La
Quinta, La Verne, La Puente, Long Beach, Lawndale, Lake Forest, Los Angeles, Lynwood, Maywood,
Montclair, Monterey Park, Palm Desert, Palm Springs, Pasadena, Perris, Pittsburg, Sacramento, San Diego,
San Gabriel, San Jacinto, San Marcos, San Pablo, Santa Monica, Simi Valley, Sonoma, Sparks - Nevada,
Stockton, Upland,Westminster,West Covina,West Hollywood, and Yorba Linda.
County/Regional Agencies; County of Los Angeles,Orange County Development Agency,and Orange
County Fire Authority, Inland Valley Development Agency,and the Pasadena Blue Line Construction
Authority
Private Entities: Bahan, LLC, Del Rey Properties,The Hennessey Group, Limoneira Company, Mar Ventures
Pcerne Properties and Signature Properties
TIERRA, WEST PERSONNEL
The Terra West Advisors, Inc consultant team brings our clients a wealth of knowledge in redevelopment
services—not only from our collective years in providing consulting services, but also our first-hand
experience in project management, development, and project design. Seventy percent (700/0) of our staff
are bilingual in English and Spanish.
John Yonai-Principal
John Yonai has provided coordination and administration of real estate and redevelopment consulting
projects ranging from multiple property acquisitions, analysis of large commercial and mixed use
residential projects, functioning as interim Community Development Director for cities, providing
housing rehabilitation coordination, and coordination of the drafting of DDAs and OPAs. Mr. Yonai's
recent project experience includes the Cities of Commerce, Bell Gardens, Huntington Beach, Los Angeles,
Pittsburg,San Jacinto, Monterey Park,El Cajon, La Quinta,and Upland.
Timothy Mulrenan - Principal
Tim Mulrenan typically provides market, real estate analysis, financial analysis, property acquisition and
disposition, transaction negotiation,and general project management services. Mr. Mulrenan has provided
project management, market and real estate analyses for the Cities of Arroyo Grande, Bell Gardens,
Cathedral City, Commerce, County of Orange, Glendale, Los Angeles, Burbank, El Cajon, Fontana,
Huntington Beach, Lawndale,and La Quinta,
Jose Ometeotl-Principal
Jose Ometeotl has coordinated fiscal analyses for agency financings, tax increment audits, and fiscal
consultant reports as well as any planning services coordination. Mr. Orneteotl has also provided
coordination of real estate and redevelopment consulting projects ranging from redevelopment plan
adoptions and amendments, bond financing consultant reports, multiple property acquisitions, analysis of
large commercial and mixed use residential projects, providing housing rehabilitation coordination,and the
drafting of DDAs and OPAs. Mr. Orneteoti has provided fiscal consultant services, research, document
preparation, schedule monitoring, data analysis, redevefopment consulting, developer negotiation or deal
structurrg services for the cities of Azusa, Fontana, Lake Forest, San Jacinto and many other clients. Mr.
Ometeotl
i I k
Michael Garcia - Principal
Michael Garcia has provided coordination of real estate and redevelopment consulting projects ranging
from redevelopment plan adoptions and amendments, bond financing consultant reports, multiple
property acquisitions, analysis of large commercial and mixed use residential projects, providing housing
rehabilitation coordMation, and the drafting of DDAs and OPAs, Mr. Garcia's recent program experience
includes the Cities of Commerce, Bell Gardens, Burbank, El Cajon, Huntington Beach, La Quinta, Los
Angeles, Monterey Park, Pinole, Pittsburg, Rohnert Park, San Jacinto, San Pablo, Stockton,and Upland. Mr,
Garcia is bilingual,
Walt D. Lauderdale.Jr. Senior Associate
Mr. Lauderdale provided coordination of real estate and redevelopment consulting projects ranging from
redevelopment plan adoptions and amendments, bond financing fiscal consultant reports, property
acquisitions, analysis of residential, commercial, industrial and mixed-use projects and providing housing
rehabilitatlon coordination. Mr. Lauderdale has provided fiscal consultant services, research, document
preparation, schedule monitoring, data analysis, redevelopment consulting, developer negotiation or deal
structuring services for the cities of San Pablo, National City, San Carlos, Cathedral City, the Claremont
Unified School District,and the Westminster Unified School District.
FEE EST'MA1 E
Tierra West Advisors is prepared to assist the City of Redlands complete its Consohidated Plan for 2009-14
CDBG including the Analysis of Impediments to Fair Housing and the First Year Annual Action Plan for a
fee,not to exceed,$37,500
In addition,Tierra West can implement the Housing Rehabilitation, First-Time Homebuyer Program
Administration,and Commercial Rehabilitation Program Administration at an hourly rate structure for
consultant services as follows:
Classification Rate
Principal/Director $195
Senior Associate $160
Associate/Acquisition Agent $140
Senior Analyst $115
Analyst $105
Research Assistant/Real Estate Technician $ 85
Word Processor $ 65
Clerical $ SO
Reimbursables Cost plus 10°/a
Our fees will be charged in accordance with the rate schedule, and each invoice would detail the project
and services provided. Work will commence with authorization from the designated City staff.
Billing will detail work done by individual. tnvoices will be issued monthly and are payable upon receipt,
unless otherwise agreed upon in advance. Invoices will identify tasks completed to date, hours expended
and the hourly rate.
Terra West hourly rates for service exclude State and County fees,and mapping and environmental
Consultant fees,if required.
1%. c
RN. i( ES (L)1'FE RED RN 'HERR Fs"'
Terra West provides variety of real estate and financial related activities including, real estate economic
analyses, acquisition, developer negotiations, economic development strategies, redevelopment plan
amendments and adoptions, 5 year implementation plans and 10 year housing compliance plans,
Statement of Indebtedness and other reporting requirements, fiscal consulting analysis for bond issues and
budgets, and related planning services to our clients. Many of our clients are established public or quasi
public agencies that are attempting to be more effective in asset utilization to assist in revitalizing specific
areas to provide employment opportunities, affordable housing opportunities, create aesthetically pleasing
and community sensitive developments,that assist in generating additional revenues to the agency.
Tierra West's differentiates itself from other consulting firms by focusing on implementation skills that
extend through the complete project cycle: acquiring property, issuing Request for Proposals (RFP's),
selecting developers, negotiating development agreements, reviewing developer financial projections and
preparing proformas for project economics. The following are the services offered by Tierra West.
A IMPLEMENTATION AGREEMENTS
1. Development Planning and Analysis: Tierra West is available to provide development planning and
analysis for specific project undertakings, Typically, this would involve preparation of a Design for
Development for adoption by the City that sets the basic parameters for proposed development. The
options available to the City for development of a specific site can be analyzed to determine the optimal
outcome and a recommended project.
2. Development Pro Forma Analysis/Negotiatiorh Terra West is available to provide project financial
pro formas for potential redevelopment projects to assist the City in determining the financial viability of a
project and determine the degree of participation which may be required by the City. Tierra West is also
available to assist with developer negotiations as needed.
3. Agreement Preparation: Terra West is available to assist City staff and legal counsel in the
drafting of agreements (typically, Disposition and Development Agreements or Owner Participation
Agreements), These agreements mitline the responsibilities of both the proposed owner/developer and the
City.
4. Agreement Processing: Terra West is available to prepare the back-up materials, agenda staff
report, and summary report (required by redevelopment law) and assure that proper noticing and hearings
are held in conformance with law.
AFPORDABLE HOUSIAIG PROjECTS
1 Comprehensive Strategy: Terra West is available to assist with the preparation of a
comprehensive affordable housing strategy. This could be done ,n coordination with the updating of the
Five-Year Implementation Pian
AIN
No r:e
2. Specific Proiect/Site Identification: The City has specific requirements to rehabilitate and develop
new affordable housing. It may behoove the City to identify specific projects and sites that could be
utilized for this purpose.
3. Developer Selection/Negotiation: Tierra West is available to assist in the developer selection
process, as well as in negotiating terms and agreements for future housing development.
Financing: Terra West has a background in developing various financing alternatives, making use
of low to moderate housing set-aside funds, tax allocation bonds, tax credit opportunities, and other
revenue bond formats to assure the most efficient and effective way of leveraging City funds for the
development of housing.
C. REAL ESTATE SERVICES
Terra West is available to perform real estate related services. These services include:
1. Property Management: If needed, Tierra West is available to provide property management
services for City-owned properties. Typically,Tierra West has provided interim management services when
either the property will be held for only a short time, or when time is needed to select a long-term,
permanent management company.
2. Property Acquisition/Negotiation: Implementation programs frequently require property
acquisition and negotiation services. Tierra West is available as needed to provide such services. All
services will be provided in conformance with State guidelines regulating the acquisition of properties by
public entities.
3. Relocation: From time to time, relocation services have been required, and although Tierra West
does not directly provide these services, Terra West has contracted with, and overseen the work of other
specialty relocation consultants and can continue to provide this service.
D PUBLIC AGENCY ADMINISTRATION
Terra West is available to assist the City with all other administrative activities as needed, Tierra West
has experience in assisting staff with establishing procedures that can then be implemented without
consultant involvement. Administrative activities may incl.:1de:
1. Agenda Materials: Tierra West will draft resolgtions, reports, notices, plans, agenda staff reports,
and back-up materials as requested by City staff,
2. Meetings: Tierra West staff is available to attend meetings of the Cty Council or Board of
Directors of the Redevelopment Agency, Housing Authority, Planning Commission, project advisory
'tat
committees, and meetings with property owners and residents, when necessary. Tierra West has a track
record of developing good working relationships with both affected citizens and with staff members.
3, General Administrative Services: Tierra West is available to assist the City with all other
administrative matters on an as-needed basis„ These services could include assisting with City filing
document control systems, providing specialized services related to real estate appraisals, acquisition
negotiations, relocation, market analysis, detailed development analysis or goodwill appraisals. Tierra West
may not directly provide all of these services but could assist by identifying those consultants who have
experience in the necessary areas of expertise and coordinating the provision of their services.
E. PROJECT FINANCING
1. Tax Increment Financings: Tierra West is available to provide fiscal consulting services needed for
the issuance of tax increment securities. These services would include tax increment revenue projections
based on current year assessed valuations, historical trends, building permits issued for in-progress
projects, review of planned new development,and the effects of pass-through agreements. Tierra West is
also available to provide financial advisory services, assist with preparation of Official Statements, and
other issuance procedures.
2. Finance Strategies: Terra West has worked with cities and agencies in the past to determine the
best use of the funds available. Because the City is involved in both public improvements and private
developments,it is important that the tax exempt funds(which must be used for public projects) and other
less restricted funds be used to their best end. Tierra West can advise the City regarding its best use of
bond proceeds, housing funds,land/real estate proceeds,and tax increment funds.
F, REPORT1NC3 REQUIREMENTS
1. Annual Budoet and Work Pros ram. Redevelopment Law {HSC Section 33606) requires all
Redevelopment Agencies to prepare an annual budget that includes the proposed expenditures, proposed
indebtedness, anticipated revenues, and a work program for the coming year, and an analysis of prior year
accomplishments, Tierra West will utilize information from the City budget to prepare the annual budget
to comply with Redevelopment Law,
2. State Controller's Reeort: If needed, Tierra West will assist staff in preparing this required report,
particularly the Housing and Community Development portion of the report
3, Statement of Indebtedness: Terra West is availabie, if needed, to assist with the preparation of this
document,although likely this has been,and will continue to be done by the City finance department.
4 Monitoring Deed Restrictions: Redevelopment Law requires the Agency to expand and improve
the supply of affordable housing and to record deed restrictions to assure continued income level
compliance. Terra West is available to monitor these deed restrictions on an ongoing basis.
G. SPECIAL PROJECT ACTIVITIES
Terra West is available to prepare necessary analysis and documentation for any specific
mplementation activities.
1, Economic Development Strategies: Economic Development Strategic Plans are important for
addressing public infrastructure deficiencies, land use issues, business retention/attractions programs,
streetscape programs and other projects that could be impacting business growth within the city,
2. Cost Benefit Analysis/Economic Impact Analyses: Terra West is available to aid the City in analyzing
the costs and benefits of specific development proposals targeting specific users, and to help create an
economic development program which is beneficial to the local tax base. Implementation of
redevelopment plans should be accomplished in such a way as to promote economic stability and future
revenue flow to the City and other taxing entities. With periodic slowdowns in real estate market activities,
it is necessary for redevelopment agencies to take a lead role in promoting local economic development.
3. Specific Project Activities: As necessary, Tierra West is available to analyze specific projects, develop
schedules and budgets,and prepare necessary documentation,
H. REDEVELOPMENT PLANNING
1. Feasibility Studies: Redevelopment project area formation is an expensive and time consuming
process, Before initiating a plan adoption,amendment or merger,we work with our clients to conduct a
preliminary analysis of the financial, legal and political implications.
2. Property Tax Increment Revenue Projections: Tierra West Advisors prepares tax increment revenue
projections that outline anticipated housing set aside deposits, taxing agency payments, administrative
costs, non-housing project funds and bonding capacity.
3. Redevelopment Plan Adoptions, Amendments and Mergers: Terra West Advisors brings several
years of experience adopting, amending Et merging redevelopment plans to implrernent community
development, housing rehabilitation, commercial revitalization, hazardous material remediation and other
programmatic goals.
Isto. Vt ,t
4. Project Area Committee and Cornmunit Outreach: Stakeholder support for redevelopment is more
essential today than ever before Tierra West Advisors can coordinate, participate or lead community
workshops with residents, property owners arid businesses.
Implementation and Housing Plans; Tierra West Advisors prepares a wide variety of planning
documents required by Redevelopment Law including five year implementation plans, replacement housing
plans, housing compliance plans,annual reports and relocation plans.
John Yonai I terra Vi est 44.ds.isors. hic, Principal
Provides project management and implementation services for a
EDUCATION
variety of real estate consulting services to both public and agencies
and private industry. Program management services include
Graduate School of Management coordination with client staff and supporting consulting services
Real Estate required in the real estate program process. Coordinates negotiation
of all forms of real estate contracts, professional services for
Finance Certificate
University of California,Los Angeles engineering, title insurance, appraisals, escrow services, acquisition
and relocation services. Consulting engagements have included
Bachelor of Science acquisition, disposition and development agreements, owner
Business and Finance participation agreements and lender negotiations. Specializes in
Loyola-Marymount university economic evaluation and feasibility analysis for retail commercial
centers, office projects, hotel projects, industrial projects, and single
and multifamily housing,
Rose non Spevaeck tjtoup -(Inner Principal 1990 to 2006
Professional Affiliations
Owner, Principal and Board member for 15 years. Established the
Urban Land Institute(UEI) real estate program management group for the Rosenow Spevacek
Group. Provided guidance, development and implementation of the
International Council of Shopping complete spectrum of real estate related activities including real estate
Center Owners(ICSC) economics, pro formas, commercial, retail, industrial and housing
analyses, all forms of real estate acquisitions including raw land,
National Association of Housing and existing developments including commercial, retail, industrial,
Redevelopment Officials-So, manufacturing, residential, hotels, office, mobile homes, businesses,
California Chapter Instructor rights of way, easements, billboards and miscellaneous property
(NAHRO) entities and rights. Commissioned assignments included project
management and implementation services for a variety of real estate,
California Redevelopment economic and redevelopment related consulting services to both
Association-Redevelopment Institute public agencies and private entities,
Instructor
(CRA) PaeTel Properties-Director of Projects— 1985 to. 1990
National Association of Corporate Directed all acquisitions, development, and portfolio management in
Real Estate Executives Los Angeles, Orange, and Ventura Counties. Projects included raw
land development,development of commercial and industrial product,
California Association of Realtors office building rehabilitation, recreational properties, and multiple
(CAR) family housing developments. Responsibilities also included
marketing of company servi,,,, ;easing activity for the portfolio.
California Restaurant Association Acquired and developed over 1,500,000 square feet of building space
(CRA) in excess of$250,000,000 in value.
California Licensed Real Estate I terra \N est Real Esialc onstiltaret* - Principal - 1980 in
°
Broker-Current it rue lit
Principal in charge of a multidisciplined professional real estate
consulting group providing services to corporations and private
entities, Projects include corporate real estate planning and long-
range projections. Asset management services for large commercial
office projects, including financial and property management
oversight; and coordinate negotiations to acquire property through
purchase and by leasing.
Thitotht. Mu"renal?
NN est ‘th isin-s, inc. Pi in pa
Prov ides project management and implementation services for a variety of
EDUC'ATION real estate consulting services to both public and agencies and private
industry. Program management services include coordination with client
staff and supporting consulting services required in the real estate program
Bachelor of Arts process. Coordinates negotiation of all forms of real estate contracts.
Geology professional services for engineering, title insurance, appraisals, escrow
Rutgers University services, acquisition services and relocation services. Consulting
engagements have included acquisition, disposition and development
Master of Business Administration agreements, owner participation agreements and lender negotiations.
Concentration in Real Estate and Specializes in economic evaluation and feasibility analysis for retail
Entrepreneurial Ventures commercial centers,office projects, hotel projects, industrial projects, and
Rutgers University single and multifamily housing.
Rusenoss Spesacek Group -1/fret:tor- 1998 to 2006
Professional Affiliations Advises public and private sector clients on negotiation assistance
packages for affordable housing, hotel, and commercial developments.
Acquires property for client development projects, structures financing,
Urban Land Institute
and negotiates owner participation agreements and disposition and
(II LB development agreements,
Pacific Rtialcy Ins estilients- Principal - 19911 to Current
Professional Certifications Provided acquisition, disposition, construction management, property
development, and consulting services to public and private sector clients.
Licensed Real Estate Broker Acquired and rehabilitated multifamily foreclosures,developed affordable
State of California housing projects, provided property management and propert y investment
services,
Licensed General Contractor
State of California Pate Fel Properties- ire President 1984 to 1990
Set up and ran Southern California offices for commercial real estate
investor. Developed raw land, office, and industrial projects worth over
5300 million. Negotiated partnership agreements, directed leasing and
property management, acquired financing for all projects, put together
Community Facilities District financing for a 500-acre industrial park
putting in area infrastructure serving company project s well as
surrounding development.
Pacific Bell- Real Estate Nlimager- 1989 to 1984
Negotiated all real estate transactions for regional telephone company in
the Los Angeles area, supervising a property portfolio of over 5 million
square feet. Negotiated major leases for parent AT&T including 560
million west coast headquarters requirement in downtown Los Angeles.
San ‘i al Des elopmeni - Proles'i %11t-atir 19-- to 1984
Developed shopping centers and office buildings for this Los Angeles
based commercial developer. Managed all construction and coordinated
tenant move-ins for Canyon Plaza Shopping Center and the Coast Federal
Savings Building on Ventura Bottles ard,
Jose Oilieteoti ierra N't kti%i401*,,,, hie. - Print Mal
Responsible for assisting with redevelopment plan adoptions and
EDIICATION amendments, real estate services, implementation activities, bond issues,
and planning and scheduling project activities. Assignments include
Master of Planning feasibility analysis. land use analysis, revenue projections. data
Specialization in Local Economic analysis/gathering, database design/management, and document
Development preparation. Mr, Ometeotl has worked in this capacity for the Cities of
University of Southern California Redlands, San Bernardino, Fontana, Cypress, Firebaugh, San Joaquin,
Montclair, Azusa, Irwindale, Yucaipa Pleasant Hill, the County of Fresno
Bachelor of Science and the Orange County Fire Authority.
Urban and Regional Planning
Cornell University Itosenow Site-vat:el( roup-Senior Associate---2004 to 2006
Primary responsibilities include supervision of the collection and
Professional Affiliations evaluation of project related data, project management support, report
preparation, increment revenue analysis, assisting in redevelopment plan
adoptions and amendments, field surveys and the formulation of public
revenue projections. Additional duties include interfacing with clients.
American Planning Association
Southern California Planning providing support to Principals,preparing agenda items for presentation to
Conress and approval by public bodies and agencies. Project experience includes:
g
assistance with affordable housing project analysis for the cites of Arroyo
Grande, Cypress and Glendale i project manager for inclusionary housing
ordinance studies for the cities of San Jacinto and Redlands. Plan
adoption/amendments for the cities of Cypress, Firebaugh, Fontana, and
Pleasant Hill and the County of San Bernardino.
Pioneer Valley Planning Commission- Community Ue elopment
Planner 2002 to 2004
Prepared, implemented, and managed municipal grant funded projects
such as infrastructure improvements, social services, and housing
rehabilitation and construction programs. Funds managed were from such
sources as CDBG,HOME,National Trust for Historic Preservation, Rails
to Trails and the EPA. Provided technical expertise in planning and
development to municipalities within the region. Partnered local,state and
federal agencies to implement major infrastructure projects.
City of.Xrarni Community Dtaelopmetut 1)epartment - Intern - 199
1998
Primary duties were to act as"counter planner"for the Planning Division,
coordinate development proposals and conduct field inspections of
proposed projects, Drafted staff reports to the Planning Commission and
City Council regarding various entitlement requests. Additional
responsibilities included the preparation of Negative Declarations and
Notices of Exemptions in compliance with CEQA.
Michael Garcia I ierr ya 11 esi 1d‘Nuys, life, Principal
Responsible for assisting with redevelopment plan adoptions and
EDUCATION amendments, real estate services, implementation activities, bond issues,
and planning and scheduling project activities. Assignments include
Master of Public Administration feasibility analysis, land use analysis, revenue projections, data
Concentration in Urban Planning analysis/gathering, database design/management, and document
and Management preparation. Mr. Garcia has worked in this capacity for the Cities of
California State University, Pittsburg, Signature.Properties,Huntington Beach,Bell Gardens, Burbank,
Fullerton Santa Ana, San Marcos, Rohnert Park, Port Hueneme, El Monte, La
Quinta, Lawndale, Stockton, Riverside, San Gabriel, Santa Barbara,
Bachelor of Arts Fountain Valley and Lemon Grove.
Political Science
University of California,Irvine Rosenou Site.act l:Group Senior,1ssociate I 99Sto 2906
Responsible for assisting with redevelopment plan adoptions and
Council Member 2002 to 2006 amendments, real estate services, implementation activities, bond issues,
City of Santa Arm,CA and planning and scheduling project activities. Assignments include
feasibility analysis, land use analysis, revenue projections, data
analysis/gathering, database designmanagement, and document
preparation. Mr. Garcia has worked in this capacity for the Cities of
Burbank, Santa Ana, Bell. Gardens, San Marcos, Rohnert Park, Port
Hueneme, El Monte, La Quinta, Lawndale, Stockton, Riverside, San
Gabriel,Santa Barbara,Fountain Valley and Lemon Grove.
f i1r of Santa Ana- Pe sirirnel 'I cchrti.itm_- 1995 to 1998
Performed recruitment, selection, classification and compensation duties
for City departments. Assisted in performing classification and
compensation studies and reports, and completing salary and benefit
surveys. Assisted in answering Equal Employment Opportunity
Commission and Department of.Fair Employment and Housing requests
for information. Designed databases for City programs and reporting
requirements. Compiled information for employee grievance and
discipline investigations. Analyzed and drafted language for employee
Union provisions. Provided research assistance to other City departments
for grant applications.
Cit' of Santa .ln.r-Senior Administration Intern- 1993 to
Assisted in business retention and attraction activities of companies for the
City. Marketed the Enterprise Zone, Foreign Trade Zone and Facade
Improvement Rebate Program. Assisted in implementing the Santa Ana
Enterprise Zone. Coordinated the Facade Improvement Rebate Program
for companies located in Redevelopment Project Areas. Conducted
eligibility verification for the Job Training Partnership Act and the
Targeted Jobs Tax Credit. Conducted surveys and presented findings.
Rose ACo ta- TierraIA°"est :%dvristors, Inc --Director
Responsible for assisting with project management. document
review and implementation services for a variety of real estate
Education consulting services to both public and agencies and private industry.
Program management services include coordination with client staff
Graduate School of and supporting consulting services required in the real estate
Management Real Estate/ program process. Provides negotiations and coordination with legal
Small Business Certificate counsel for the acquisition of real property interest, including fee
University ofCalifortiia, interest, leasehold interests, easement license agreements and
Los Angeles coordinating with all parties involved in the process. Rev few
various documents,appraisals,market values and provides bilingual
services as required.
Bachelor of Science
Sociology Rosin—Hot, ` pcvita:ek Group - Consultant 1992 to
Loyola-Marymount University
Responsible for assisting with direct negotiations for the acquisition
Professional Affiliations of real property interest, including fee interest,leasehold interests,
easement license agreements and coordinating with all panics
California Association of Realtors involved in the acquisition process. Revtew title reports for
exception to title and review appraisals for concurrence on market
California Real Estate License values. Provides bilingual presentations as required.
Current
- eeler''Dillsteti "i.ssotriatct; 0s rtci<tto -- 1987 to 1992
Bilingual in Spanish
Provided real estate consulting services to a variety of clients.
Maintained a computerized market data information system for
current transactions to track market value. Provided negotiation
services to clients looking to secure real property interest in both fee
acquisition and leasehold interests. Prepared real property
acquisition documents and negotiated directly with sellers:
l oan!Harbenson Realtors — itssociate — 1985 to 1987
Maintained a computerized market information database to track
real estate v=alues. Negotiated purchase and sale agreements and
lease agreement for variety of real property transactions.
l"ierra West Real Estate C:unsttltants `t sv;atce<tt --
19 0 to Current
Responsible for property management;coordination of negotiations
to acquire property through purchase and by leasing,and provided
coordination of property sales.
a/aft D. Lauderdale lictra \Nest isors, Inc - Senior Associate
Advising clients on Redevelopment, Economic Development.
Education Platming/Zoning, and Special Studies in connection with
Cottummity 13evoopment. Provides staff support at the
executive levels.
Bachelors of Science in Urban
Planning, California Polytechnic
University at Pomona-1993
Rosenow Spes;i I. ;lamp SeMor kssociate - 2002 to 21108
Analyzed and evaluated real estate transactions and advised on
eratlitlg appropriate development assistance packages that
balanced the developer and commtmityls needs and interests.
Worked with public sector clients M conduct preliminary analysis
ProlCssional Affiliations of the financial, legal and political implications of initiating a
plan adoption, amendment or merger. .Assisted public sector
clients in adopting, amending& merging redevelopment plans to
California Redevelopment implement community development, housing rehabilitation,
Association Member commercial revitalization. .Facilitated meetings with public and
private sector clients. _Perfumed economic impact analyses to
. . ,
Transportation Advisory determine the ongoing municipal, employment and secondary
Commissioner—City of Pasadena impacts of projects. ,Performed financing capacity analyses and
(1.998-1999) prepared preliminary and long-term forecasts of bonding capacity
and project indebtedness. _Prepared realistic revenue forecasts,
Pasadena Neighborhood Housing employing a wide variety of redevelopment scenarios,
Services—Volunteer(1997- .Coordination and management of staff resources (workloads,
1998) special projects, developed and implemented company training
programs),
California Redevelopment
Association Meniber kesser Nlarsion -Associate 1998-2002
Analyzed and evaluated realestate transactions. .Prepared
California Redevelopment Law Section 33433 Stmunary Reports.
.Prepared tax increment revenue projections. ,Conducted real
estate market research. _Developed and evaluated static and
dynamic real estate pro forma analysis.
Term. A Haves tisssiciates -Proicet Manager 1994-1998
Conducted research and data analysis. ,Managed the preparation
of environmental in maul reports. .Conducted Mr quality analysis.
,Conducted ambient noise analysis. .Conducted shade and
shadow analysis. ,Created maps through the use of GIS .softw.are.
.Facilitated meetings with public and i : 'ate sector clients.
Fact I itated community s ennui g meetings.
Regan AL Candelaria I ierra est ktit,isoi s„. Inc- Senior Xvvociate
Responsible for assisting with redevelopment plan adoptions and
EDUCATION amendments, real estate services, implementation activities, bond issues,
and planning and scheduling project activities. Assignments include
Master of Public feasibility analysis, land use analysis, revenue projections, data
Administration with a analysis/gathering, database design/management, and document
concentration in Urban preparation, Mr. Candelario has worked in this capacity for the Cities of
Affairs Arroyo Grande, Azusa, Bell Gardens, Commerce, Lynwood and
Graduate Center for Public Riverside,
Policy and Administration,
California State University,
Community Bel datum-tit District Manager,Cita al Santa Xna, k-
Long Beach 2000 -2006
Bachelor of Arts in Liberal Facilitate short and long term solutions to community issues or concerns
Studies with a concentration enlisting the assistance and resources of various public and private sector
in Geography agencies. Provide a primary communication link between public agencies
California State University, and residential/business groups within Santa Ana. Coordinate the
Long Beach acquisition of property, negotiation of Disposition and Development
Agreements, and management of housing development projects.
Responsible for development and implementation of residential
Professional neighborhood improvement programs. Solicitation of community support
Affiliations and input prior to the development of public improvement projects.
Identification of and purchase of residential development sites for
replacement housing obligations. Facilitation of discussion and direction
City County Communication toward resolution of many politically sensitive community leadership
&Marketing Association issues for the City of Santa Ana. (Centerline LRT Project,Neighborhood
(3cma)/Community Leadership Changes,Land Use,Utility Users Ta Increase,Park and Open
Development Resource Space Preservation/ Development) Design, development and
Network/NARRO CRA implementation of an asset based community development program for the
DASH Santa Ana nonprofit,faith based and service club community in Santa Ana
Specialized Training Contiminits Development 1(v:source Coordinator,(ii) of Santa -kniu
C A- 1996 2000
Professional Leadership. Coordination of City of Santa Ana sponsored programs events such as the
Facilitation,and Community Celebrate Santa Ana event, Community Building Awards, Model Block
Capacity Building Program, Internet Community Calendar and Resource Network activities,
two City wide Graffiti Paint Out Day's, two Residential Paint-it-Now
projects, Model Block Program projois, and the Youth Education and
Services(YES)job training and home repairs Program
Economic i)cs c1opiu specialist,( ii) ofsitni a Nna„('X - 1090
19%
Conduct cost benefit analyses for Redevelopment projects, Conduct
business attraction tours for various companies ranging from Fortune 100
industrial users to cutting edge high tech industries. Attraction activities
include preparation of site selection agendas, guided tours of the city and
coordination of presentations from local developers and brokerage houses..
Market the city's Economic Development programs. Represent the City at
various expositions, seminars, and local business functions, Prepare city
and county economic status reports for management presentations,
Responsible for interviewing local business owners for the Economic
Development Division's Business Retention Expansion Program.
Louis Morales Tierra Vi est Nal,isors, insSi-. -kssociitte 2006
Advising clients on Redevelopment, Economic Development,
Planning Zoning. and Special Studies in connection 'with Community
Development.Provides staff support at the executive levels.
Education
Rosetoivs Sties acek Group Associate -- 2005 to 2006
California Polytechnic University,Pomona
Bachelor of Science B.S inUrban&
Served as Project Manager for clients requiring services that merge
Regional Planning
planning and redevelopment activities and components. Advised Public
Agencies on Recycling and water discharge programs. Advised public
California State University,Los Angeles and private sector clients on negotiating packages for residential and
Public Administration General Studies commercial developments which included project design. Provided staff
support at the executive level in all facets of Community Development.
California State University,Long Beach Provided assistance in General Plan updates and adoptions, CEQA
Industrial Technology(Construction process and review,and Zoning Ordinance Amendments.
Management)
( it.:t of L insood -- i)irector-- 1989 to 2005
ELAC
Associate of Arts/Architecture Served as Community Development Director overseeing five (5)
divisions Redevelopment,Planning,Building&Safety,Housing(CDBG
Bilingual in Spanish & HOME), and Code Enforcement. Served as the City's Building
Official and chaired the Site Pan Review Committee bringing extensive
knowledge in the field of construction and building design.Served as the
City's first Redevelopment Director and managed and negotiated all
redevelopment activities for the City for more than fifteen (15) years.
Negotiated over 600,000 sq. ft.of retail projects,led in the development
of over 500 Single-Family units with varied levels of affordability
utilizing 20%set-aside and HOME funds.Served in capacity of Planning
Manager,Redevelopment Manager,and Deputy Director of Community
Development during sixteen-year tenure with the City.
City of Iltnatittgtort Park -- .lissistattt Planner -- 1988 to
1989
Provided assistance on zoning mattes and reviewed projects for code
compliance, Conducted field inspections in connection with proposed
projects. Through the entitlement process prepared and presented staff
reports to the Planning Commission and City Council, Prepared CEQA
documents and tended to the public both at the counter and through
phone inquiries.
Robert Lander Nrchitects - Project
'Coordinator/l)esiener - 198'7-1988
Provided project management from design to construction. Made
periodic site visits and inspections during construction phase for both
commercial and residential projects. Worked on budgets with clients to
determine the scope of the project and represented clients through the
entitlement process.
Zoe U-rulia l"ierr°a Vi est l€t%€'Fats.l n'.—Senior =
fP
k
f
031
NA
�� T ee rr-a Vc est ; tia'stirs.Inc. �-.�.nalsst
�s Li/ulna Monge
�; Assist with project management duties for redevelopment projects.
iii
Education Work with clients to acquire sites and coordinate relocation activities.
tel Draft staff reports,resolutions,ordinances,public hearing notices,and
Bachelor of Arts all other related City,County,or special district documents.
,11
Biology
Wellesley College,Wellesley MA
\hSoCall istings.com,'ltielkr IN"illlams Realty°- +.antii Fe Springs,
4.
UCLA Extension C k.-Real Estate Consultant-7i,lay 200 -July 2007
Arugus Si Spreadsheet Programs for Design and implement marketing campaigns to generate and maintain
Commercial Real Estate Analysis commercial and residential accounts. Coordinate purchase and sale
transactions with escrow, title companies, outside brokers and City
Cerritos rritcs College' departments to ensure transactions close according to contract.
Accounting Develop relationships with local developers and retailers in Los
UCLA A Riiardan Fellow Angeles County. Attend local City Council meetings to stay abreast
of zoning changes and communicate any pertinent updates to local
License builders and developers. Research and disseminate information about
financing options offered by the California Housing Finance Agency
California Department of Real Estate and mortgage banks to home buyers. Hold team members
Licensee ince m accountable for meeting specific revenue,sales and expense targets.
Memberships dole Real Estate and Lending, Inc. West( osina,C.4
Mortgage Loran Consultant--:tpril 2004--April 200
Member of the Urban Land Insatiate, Responsible for originating mortgage loans for purchase and refinance
A Better Chance Alumni Association transactions. Develop business relationships with real estate agents
Wellesley College Alumni and builders. Coordinate residential purchase transactions with
Association escrow, real estate agents, title companies and underwriting staff to
ensure financing is available by specific timelines, Communicate
Skills
systematically with client base to generate additional business and
Bilingual and Bip Cerate support current accounts,
English i Spanish
International Mortgage ('orpor'atiian, Inc. --West (.cos°Ina,C.'.
lloriga;t loan Consultant w- September 200- \larch 2004
Originate mortgage loans for purchase and refinance transactions,
Visit new housing developments to establish relationships with local
builders_ Coordinate residential purchase transactions with escrow,
real estate agents, title companies and underwriting staff within
specific timelines. Educate builders and real estate agents about
various mortgage options available to home buyers
1
laNX3+„3.�.f}�S� >wi.�t�,r =:=z.:3.....M
Jesse Sauced() I lerrii 33 est ‘t,Ilisors, inc. -
Assist m the development of impact reports and pro forma analysis;
economic development plans, Draft staff reports, resolutions,ordinances,
EDUCATION public hearing notices, and all other related City, County, or special
district documents.
()trice nt onnressviimiiin (irate Napolima°
Master of Public Administration
Candidate May 2008 Field Represent:1th.)e Veterans Liaison -2004- 2006
University of Southern
California Represented Congresswoman at various community events, city council
and school board meetings. Responsible for constituent casework,
Bachelor of Arts including but not limited to local military veterans. Coordinated annual
Political Science Military Academy Day and assisted in selection of Congressional
Boston University,May 2000 nominees. Established and maintain relationships with district veterans
and health advisory committees, elected officials, and other
Madrid Internship Program representatives from the public,private,and nonprofit sectors
Research Intern, RANCOMEXT
(Commercial Office of Mexican („)ITiee of California Seer etar). of State Kevin Shell
EmbassyEield Representatis itiVoter Outreach Cor
ow -2003 -2004
)
Boston University, International
Institute,Madrid,Spain Organized and promoted the My Vote Counts initiative, a nonpartisan
voter outreach effort to promote participation through community-based
organizations, mass media and the Internet. Assisted counties in
identifying bilingual poll workers and the need for translation of outreach
materials,
ongressiimal Hispanic CatICUS institute(( 11('1)
Programs 341 a Hager 2002 -2003
Created and managed the training and development of the program
participants in both the summer internship and fellowship programs.
Prepared, reviewed and scored each application submitted in the selection
of program participants. Served as primary mentor for thirty summer
interns and twenty graduate student Fellows. Coordinated CfICI's Issues
Conference (attendance of 700 participants), Fiesta de Golf Charity
Tournament (raised $200,000) and all other CHCI receptions; including
managing thirty volunteers,Edited C HCI's Policy Recommendations--the
byproduct of the Issues Conference providing formal public policy
recommendations to Members of Congress.
Office ot Senator Edit and NI. kerineds
It gislathi c Intern 2000
Drafted residency correspondence for U.S. Ambassadors on behalf of
constituency. Monitored constituent immigration case-work and
interpreted for Spanish-speaking constituents.
1 e,t Nth ink% Rtm.-arch
Silvestre iVaiera
Assist in the development of tax increment projection tables.
Conduct research analysis for special client projects. Draft
ED UC4 TION
staff reports, resolutions, ordinances, public hearing notices,
Bachelor of Arts and all other related City, County, or special district
Business Administration Emphasis
documents. Has provided such services for the cities of
-
in Finance Artesia,Azusa and Rancho Palos Verdes.
California State University Fullerton
()range mint), I ransporiation "kuthorit:,,. - 2004- 2006
Associate of Arts
Liberal Arts Prepare and present comment (complaint) analysis to the
Santa Ana College Executive Director of External Affairs on a monthly basis.
Problem solving, leadership, and communication skills are
some of the qualities developed from my experience as
customer relations representative.
Alexandra Bassanetti
1 terra \N est Athisors, litc ()trice NolioitnOrittor 1toal
Estate Teattician
Primary responsibilities' include managing office duties, tracking invoices,
recieveables, utilites, office supplies and manage general hook keeping.
Support services will also include the preparation of real estate
documentation,real property investigation and title report review.
Soutitialtd litie Corporation - StiptitAicm- 2001 2906
Primary responsibilities include supervision of the Farms Department. Open
Orders Department,and Web Specialist.Assistant to the Los Angeles County
Sales Manager. Worked on Projects for Sales Manager. Researched new
programs and format for Land America offices statewide. Set up
appointments and training classes for all Southland Offices.Created templates
for monthly reports for all LandAinerica offices. Researched all projects for
Farms. Took on projects for Top Producer sales reps. Went out to offices to
manage big presentations,
:Montrose Travel - Lead,Nigkint - 2000 2001
"Top Gun" sales agent. Lead Agent for morning shift. Dealt with problem
and irate customers, Managed all sales reports and ticketing issues, Managed
vacation and overtime for agents.
11(21i, Catalina island- Head ‘,8 atcr t runt 1)irtict or I 9•48 lo
2000
Organized camps and activities for over 300 people at a time,Head lifeguard.
Assisted Camp Director with organizing camp dates and schedules, billing
costs,activities etc.
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