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07 Lisa Wise Consulting Inc. Agreement with Attachments PREPARED BY: Alexa Nolder Administrative Technician Reviewed by: Town Manager, Assistant Town Manager, Town Attorney, Community Development Director, and Finance Director 110 E. Main Street Los Gatos, CA 95030 ● (408) 354-6832 www.losgatosca.gov TOWN OF LOS GATOS COUNCIL AGENDA REPORT MEETING DATE: 02/04/2025 ITEM NO: 7 DATE: January 27, 2025 TO: Mayor and Town Council FROM: Chris Constantin, Town Manager SUBJECT: Authorize the Town Manager to Execute an Agreement not to exceed $189,646 with Lisa Wise Consulting, Inc. for Consulting Services to Update and Provide Additional Objective Design Standards for Qualifying Multi- Family and Mixed-Use Residential Developments. RECOMMENDATION: Authorize the Town Manager to execute an agreement not to exceed $189,6464 with Lisa Wise Consulting, Inc. for consulting services to update and provide additional Objective Design Standards for qualifying multi-family and mixed-use residential developments. BACKGROUND: On May 7, 2024, the Town Council voted to direct staff to approach M-Group, the consultant that assisted in drafting the Town’s Objective Design Standards, and request a proposal to work on additional standards related to view standards, architectural styles, and high-quality building design. Further, the Town Council asked that M-Group speak to their experience developing objective design standards for these topics. At the meeting of August 6, 2024, staff presented M-Group’s proposal, and the Council requested that staff issue a Request for Proposals (RFP) to qualified providers to address the development of objective design standards in the following areas: High-quality building design: Objective standards are to focus on façade materials to ensure high-quality building design that reflects the existing character of the Town. PAGE 2 OF 3 SUBJECT: Lisa Wise Consulting, Inc. DATE: January 27, 2025 Architectural style: Objective standards must evaluate the architecture within the immediate neighborhood to determine the architectural styles that are consistent and appropriate for the neighborhood. Height transitions: Objective standards shall provide effective strategies for appropriate massing transitions between zones/densities (i.e., from new multi-story buildings to single- family neighborhoods). Consideration of solar access impacts are also to be evaluated. All new objective design standards should also consider small, multi-family housing. The Town distributed an RFP in September 2024 and received three proposals from Lisa Wise Consulting, Inc., PlaceWorks, and Opticos Designs. Staff interviewed each candidate since all submissions met the qualifications provided in the RFP. After interviewing the three qualified candidates, staff selected Lisa Wise Consulting, Inc. based on their experience, timeline, and qualifications provided in their proposal (Attachment 1). DISCUSSION: The Objective Design Standards Consultant (Consultant) will help develop and update the Town’s current Objective Design Standards to include information related to high-quality building design, architectural style, height transitions, and small, multi-family housing. The new objective design standards would be developed to be consistent with the existing Objective Design Standards for Qualifying Multi-Family and Mixed-Use Residential Development, as well as the 2040 General Plan for the review of qualifying housing development applications. Typical services of the Consultant include, but are not limited to: meeting with staff; reviewing and analyzing the adopted Objective Design Standards along with the direction of the Town Council provided at the August 6, 2024 Town Council Meeting; reviewing and analyzing planning documents such as the General Plan 2040 (including 2020 Land Use and Community Design Elements) and Chapter 29 of the Town Code (Zoning Regulations); attending public meetings; preparation of final documents for adoption; and recommendations for next steps. CONCLUSION: Lisa Wise Consulting, Inc. was determined to be the best candidate to serve as the Town’s Consultant for the following reasons: • Extensive experience working with Municipalities in the same, or similar capacity; • An understanding of how to develop Objective Design Standards with Density Bonus Law in mind; and • Existing partnerships with Urban Planning Partners who will provide many opportunities for community engagement and collaboration to ensure all voices are heard. PAGE 3 OF 3 SUBJECT: Lisa Wise Consulting, Inc. DATE: January 27, 2025 COORDINATION: The draft Agreement for Consultant Services (Attachment 2) was prepared in coordination with the Town Attorney. FISCAL IMPACT: The proposed project totals provided in the Lisa Wise Consulting, Inc. proposal is not to exceed $124,832 for the project scope and an additional $64,814 for optional tasks, totaling $189,646. These costs do not include Town staff time. Funding for the Objective Design Standards update will come from the General Plan Update Fund. Sufficient funds are available in this account. ENVIRONMENTAL ASSESSMENT: This action is not a project defined under CEQA, and no further action is required. ATTACHMENTS: 1. Lisa Wise Consulting, Inc. Proposal 2. Draft Agreement for Consultant Services TOWN OF LOS GATOS Updated/Additional Objective Design Standards for Qualifying Multi-Family and Mixed-Use Residential Developments Response to Request for Proposals October 26, 2024 This page intentionally left blank. TABLE OF CONTENTS COVER LETTER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 CERTIFICATION FORMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 REVIEW OF SCOPE OF SERVICES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 EXPERIENCE AND EXPERTISE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12 Lisa Wise Consulting, Inc. ............................................................12 Urban Planning Partners, Inc. ........................................................19 QUALIFICATIONS OF KEY PERSONNEL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23 TIMELINE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32 SAMPLES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33 DISCLOSURE OF LITIGATION/DISCIPLINE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33 REFERENCES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34 INSURANCE COVERAGE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36 PRELIMINARY FEE SCHEDULE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37 OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS | 1LISA WISE CONSULTING, INC. 2 | TOWN OF LOS GATOS | OBJECTIVE DESIGN STANDARDS LISA WISE CONSULTING, INC. This page intentionally left blank. COVER LETTER October 26, 2024 Sean Mullin, Planning Manager Alexa Nolder, Administrative Technician Town of Los Gatos Community Development Department 110 E. Main Street Los Gatos, CA 95030 (408) 354-6864 Planning@losgatosca.gov Re: Lisa Wise Consulting, Inc. Proposal for Objective Design Standards Consultant Services Dear Sean and Alexa, On behalf of our qualified and motivated team, we are pleased to submit this proposal to provide the Town of Los Gatos with professional services for the development of complete Objective Design Standards that reflect the Town's unique scale and character and meet the community's high standards for building design. As a firm that is dedicated to working with California communities to ensure compliance with state housing legislation and to ensure that the community’s priorities and preferences are reflected in design standards, this is a target project for us. Lisa Wise Consulting, Inc. (LWC) is uniquely qualified to lead this engagement given our expertise in California housing law, experience completing Objective Design Standards in similar communities, and deep resume of rezoning, zoning code updates, and community design. LWC’s resume includes creating feasible and SB330-compliant Objective Design Standards in communities such as Portola Valley, Saratoga, Piedmont, Los Altos, South San Francisco, Woodland, Seal Beach, Millbrae, Marin County, and Beaumont, as well as leading 16 successful Housing Element Updates in the 6th Cycle. In our ODS engagements, we bring not only a deep knowledge of codes and buildings, but also expertise in custom visualizations using a combination of SketchUp and Illustrator (see Task 3B), as well as related analysis to ensure that proposed standards result in economically feasible projects (see Optional Task C). Our Team also includes Oakland-based Urban Planning Partners (UPP), experts in planning policy, development services, and community engagement. UPP will work closely with LWC and the Town to implement an inclusive and substantive community engagement effort and to support the Team in key document review and context assessment. LWC and UPP have a proven partnership in the successful delivery of objective design standards in Saratoga and Portola Valley. Our Team is further uniquely qualified for this project given the skills and experience of the project team members. As the President and CEO of LWC with over 30 years of leading complex planning OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS | 3LISA WISE CONSULTING, INC. engagements, I will be the Principal in Charge and responsible for compliance with the tenets of the contract, accurate invoicing, adherence with the timeline and assurance that deliverables are of the highest quality. David Bergman, LWC Director, brings over 25 years of experience. David led successful 6th Cycle Housing Elements and Rezoning projects in Novato, Piedmont, Alameda County and Long Beach. David will serve as Director in Charge and set strategies for research and deliverables, assure milestones are met and deliverables are complete, accurate, and exceed the Town’s expectations. Monica Szydlik brings over 18 years of architecture and urban planning expertise. Monica led successful Objective Design Standard projects in Los Altos, Piedmont, South San Francisco, Saratoga, Woodland, and Millbrae, and residential guidelines in Redwood City. Monica will serve as Project Manager and oversee all research, development of draft and final documents, and close communication with the Town and internal team. Monica and I work out of LWC’s San Francisco office. From UPP, Curtis Banks brings over 30 years in planning and community development, having managed a wide variety of residential and non-residential projects. Curtis has spent his entire career working for communities in Santa Clara and San Mateo counties (including as consultant to Los Gatos) and is currently overseeing projects in Saratoga and Newark. Carla Violet brings over 10 years of urban planning, community design experience. Carla has managed several community outreach and engagement efforts customized to address specific project objectives, anticipated challenges and opportunities, and community concerns. Carla will oversee the UPP team’s close collaboration with LWC and execution of technical design elements that prioritize the highly valued aesthetics of neighborhood and community character in Los Gatos. As our qualifications indicate, LWC and UPP are leaders in creating development regulations and design standards that facilitate the production of diverse housing opportunities and compliant, prosperous and equitable communities. The LWC/UPP Team appreciates the opportunity to provide this proposal, and the Town’s contract template is acceptable to our Team. We look forward to your positive response and remain available to provide additional input or respond to questions or comments. Sincerely, Lisa Wise, AICP, President, CEO 870 Market Street, Suite 977 San Francisco, CA 94102 lisa@lisawiseconsulting.com (805) 595-1345 4 | TOWN OF LOS GATOS | OBJECTIVE DESIGN STANDARDS LISA WISE CONSULTING, INC. CERTIFICATION FORMS OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS | 5LISA WISE CONSULTING, INC. 6 | TOWN OF LOS GATOS | OBJECTIVE DESIGN STANDARDS LISA WISE CONSULTING, INC. OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS | 7LISA WISE CONSULTING, INC. Task 1: Project Initiation and Analysis A. Project Initiation Meeting and Site Tour. The consulting team will meet in-person with Town staff to discuss the goals and priorities for the Updated/ Additional Objective Design Standards; finalize the work program, timeline, and milestones; discuss the outreach program; and clarify roles and responsibilities. Following the meeting, Town staff will lead the team on a tour of the Town to understand existing character, visit key housing opportunity sites, and document the intensity, forms, and character of Los Gatos neighborhoods. A key part of the tour will be a discussion about the Town staff’s experience with community expectations and what is important from a design perspective to achieve desired development outcome. B. Technical Analysis, Site Analysis, and Evaluation. LWC will prepare a Technical Analysis, Site Analysis and Evaluation that addresses the following: • Applicable ordinances, plans, and policy documents including General Plan 2040, Residential Design Guidelines, Commercial Design Guidelines, and Chapter 29 of the Town Code (Zoning Regulations). • The adopted Objective Design Standards and Checklist (yes/no and B.4.3 points system). • Evaluation of existing typical development projects that demonstrate local context and character. • Documentation of recent, pipeline, and proposed development projects. • Council direction related to high-quality building design, architectural style, and height transitions. • Design and feasibility considerations for small multi- family housing types including townhomes, triplexes and fourplexes, “house-scale” small multi-unit buildings, and other small-scale configurations. Prior to preparation of the Analyses and Evaluation, the consulting team will prepare and submit to the Town a data request for material related to the Project. This may include but is not limited to unpublished GP and Zoning amendments, a list of Staff’s zoning interpretations, minutes of hearing design review discussions, GIS data, original files from the adopted Objective Design Standards, and other material relevant to the Project. REVIEW OF SCOPE OF SERVICES C. Updated/Additional Objective Design Standards Recommendations Memo. Based on the Technical Analyses and Town staff comments, the consulting team will prepare a Recommendations Memo. The Memo will outline recommendations for: • Revised content. Changes to existing standards and recommended new standards, with a focus on building massing, height transitions, building design and articulation, and architectural style, and Town character and scale. This includes recommendations for revisions to existing graphics/illustrations and preparation of new graphics/illustrations. • Organization and implementation. How the material may be added to or integrated within the existing Town’s regulatory framework to facilitate streamlined ministerial review. This includes recommendations for how the standards may be administered and reviewed (yes/no, point system, allowed modifications, etc.). Task 2: Community Engagement A. Community Engagement Program. LWC will prepare a Community Engagement Program outlining a public process that enables the community to review and comment on the Updated/Additional Objective Design Standards as they are being formulated. The Program will refine Task 2 of the Scope of Work as needed to ensure that approaches and formats used will be most effective for the Los Gatos community; that the community has ample opportunity to express its values and priorities for residential design; and, that, ultimately, the community has ownership of the process. B. Focus Group Meetings (2). The consulting team will hold two virtual small-group (up to four individuals per group) meetings with key stakeholders. Stakeholders, to be identified and contacted by Town staff, are anticipated to include local designers/architects, developers, neighborhoods representatives, residents of mixed-use or multi-family areas of Los Gatos, real estate professionals, or other interested code users. The goals of the meetings are to identify important issues and constraints to residential design; hear the group members’ design preferences and priorities; 8 | TOWN OF LOS GATOS | OBJECTIVE DESIGN STANDARDS LISA WISE CONSULTING, INC. and understand the group members’ views on the feasibility and marketability of various design features and standards. The consulting team will prepare an introductory presentation, identify discussion topics, and lead the discussion. Following the meetings, the consulting team will summarize the feedback collected and identify ways to incorporate feedback into the standards. C. Community Workshop. The consulting team will design and facilitate an in-person interactive community workshop prior to drafting of the Administrative Draft Standards. The workshop will: • Introduce the project to the community. The workshop will begin with a presentation on the project background, recent State housing legislation, and Town policy goals and standards. The presentation will describe the advantages of ODS for small towns like Los Gatos and underscore the role of community members in developing them. The community will also gain the vocabulary needed to provide impactful feedback once the draft standards are ready for public review. • Solicit input from the community. Following the presentation, the workshop will provide activities for community members to offer ideas and priorities and shape the emerging standards. Activities may include but are not limited to live visual preference surveys, interactive stations with presentation boards, and small-group facilitated discussions with tabletop materials. While the format will be developed in coordination with Town staff, the interactive portion of the workshop will be designed to prompt community members to: –Identify and discuss key elements that contribute to Los Gatos’ neighborhood character. –Visualize and articulate priorities for a range of building and site design elements with a focus on architectural style, building height transitions between different residential densities and districts, and details of building design. –Ask questions about and lend input into the emerging standards to ensure that the Project is truly a community-led effort. After the workshop, the consulting team will summarize the feedback collected from all participants and identify ideas to be incorporated into the Updated/Additional Objective Design Standards. Task 3: Administrative Draft Updated/Additional Objective Design Standards A. Working Meetings with Town Staff (2). The consulting team will participate in two one-hour working meetings with Town staff during the development of the Administrative Draft. LWC will provide a summary memo for each meeting. B. Administrative Draft Updated/Additional Objective Design Standards. The consulting team will prepare the Administrative Draft Updated/Additional Objective Design Standards to satisfy the State’s requirements in accordance with SB330 as well as the community’s design priorities. While the scope and nature of the amendments will be determined through Tasks 1 and 2, the consulting team anticipates the Standards will include the following: • Site Standards. Edits and additions to existing standards to support high-quality site design of small-scale multi-family development types, including common and private open space, bicycle parking, vehicular parking, landscaping. • Building Standards. Edits and additions to existing standards to require high-quality building design that demonstrates the Los Gatos character. This includes edits and additions to existing standards for massing and scale; parking structure design; roof design; façade design and articulation, and other design elements. In developing this material, the consultant team will focus on: –High-quality building design – Building design (form, massing, materials, and details) that is high in quality and that reflects the Town’s character, detailed in an objective manner. –Architectural style – Styles that are typical of the Town, both within and outside of the historic Downtown, and the hallmarks of each style, described as objective features. –Height transitions – Strategies for appropriate massing transitions between different zones and residential densities, and how such transitions may impact solar access. • Anticipating Density Bonus. Edits and additions to the standards to ensure that key community priorities are preserved when concessions are granted to density bonus projects. OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS| 9LISA WISE CONSULTING, INC. • Updated and new graphics/illustrations. Updated and new figures and illustrations that accurately reflect the scale and character of Los Gatos and that represent the range of forms and scales of residential and residential mixed-use development in the Town and that can be used to clearly illustrate the standards. The graphics will be developed using a combination of SketchUp and Adobe Illustrator. • Implementation. Edits and additions to existing checklist review process to ensure application of the standards is predictable, clear, and easy to follow. The consulting team will also identify places elsewhere in the Town’s regulatory framework that may need to be updated for consistency with the Updated/Additional Objective Design Standards and to ensure predictable and streamlined ministerial review. Task 4: Public Review Updated/Additional Objective Design Standards A. Working Meetings with Town Staff (2). The consulting team will participate in two one-hour working meetings with Town staff during the development of the Public Review Draft. LWC will provide a summary memo for each meeting. B. Public Review Draft Objective Design Standards. The consulting team will prepare a Public Review Draft based on a single set of consolidated, non- conflicting comments from the Town staff review of the Administrative Draft. Task 5: Review and Adoption A. Planning Commission Public Hearing. LWC will prepare materials/presentations for, and present at one in-person Planning Commission public hearing to support adoption of the Updated/Additional Objective Design Standards. B. Town Council Public Hearing. LWC will prepare materials/presentations for, and present at one in- person Town Council public hearing to support adoption of the Updated/Additional Objective Design Standards. C. Final Objective Design Standards. Based on the Town Council’s final adoption and final text changes provided by Town staff, LWC will prepare, and provide in Word and PDF, the final Objective Design Standards. Optional Tasks A. Additional Focus Group Meetings. The consulting team will hold additional focus group meetings similar in format to those described in Task 2B, to be held at any point in the process. Discussion topics will be developed in coordination with Town Staff. B. Educational Story Map/Survey. Using ArcGIS Online, the UPP team will develop a Story Map that provides an overview of objective design standards, showcases existing and proposed multi-family and mixed-use residential development in the Town, and collects feedback from users. UPP will analyze this feedback and work with LWC to incorporate it into the draft objective design standards. C. Test Site Feasibility Analysis/Proforma. LWC will prepare a financial feasibility analysis for selected sites or building prototypes identified in the ODS drafting process. The goal is to ensure that development standards result in economically feasible conditions that will allow for projects to be developed. This analysis will also establish that the ODS do not serve as a constraint on housing production. LWC will develop a financial model (static developer-side pro forma) based on the proposed standards. The definition of potential building envelopes and development standards can be prepared concurrently to establish the economic feasibility of the proposed standards as they are being formulated. D. Community Open House on the Public Review Draft. The consulting team will hold an in-person Open House to present the Public Review Draft Updated/ Additional Objective Design Standards to the community and gather the community’s feedback and input. The input gathered from the Open House will be reflected in the subsequent draft of the design standards. E. Planning Commission/Town Council Study Session. LWC will prepare materials/presentations for, and present at a Planning Commission or Town Council study session on the Public Review Draft updated/ Additional Objective Design Standards. F. Additional Planning Commission/Town Council Hearing. LWC will prepare materials/presentations for, and present at a Planning Commission and Town Council Hearing study session on the Public Review Draft Updated/Additional Objective Design Standards. 10 | TOWN OF LOS GATOS | OBJECTIVE DESIGN STANDARDS LISA WISE CONSULTING, INC. Assumptions This proposal is based on the following assumptions: 1. All meetings and calls will be conducted using an online video conferencing platform unless specified as in- person. 2. All deliverables, except for presentation materials required for the public workshop and open house, will be provided in electronic format. 3. Town staff will be responsible for the preparation and publishing of all required public hearing notices, property owner notification, newspaper notices, agendas and staff reports for public hearings, and translations or interpretation services. 4. Town staff will provide comments on draft materials as a single set of non-conflicting and actionable comments. The Town’s comments will include those from the Town Attorney as appropriate as determined Town staff. Town Attorney comments will be compiled with Town staff comments when provided. 5. Town staff will prepare staff reports, resolutions, and notices for the Planning Commission and Town Council meetings and hearings. 6. The Project involves no CEQA review, documentation, or noticing. The proposal acknowledges laws and statutes enacted at the time of its writing. The parties will agree on amendments to the scope of services that become necessary if any changes occur to applicable rulings and obligations that were unexpected at the time of the execution of this proposal. OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS| 11LISA WISE CONSULTING, INC. LWC prepares for a community workshop on the Hayward Downtown Specific Plan. LWC staff leads a visual preference exercise at a Livermore General Plan Amendments community event. LWC staff leads virtual workshops using a range of interactive tools such as break-out discussion rooms, and live polling, and virtual white boards. slide 27 Zone DZone CDesign Element Shared garage (podium or underground) OR above-ground “wrapped” structureTuck-under individually secured garages OR shared garage (podium or underground)Parking Design Max. 24 ft in widthMax. 20 ft in widthDriveway Width Screened from view from r-o-w by: •Regular punched openings designed to resemble windows of habitable spaces; or•Trellis/living wall surfaces. Structured parking levels may not directly face the right-of-way. Parking Visibility Residential parking shall be separated from non-residential parking through a controlled fence, gate or other barrier.-Parking Separation Max. 12 ft in widthMax. 12 ft in width; Min. 10 ft from back of sidewalkShared Garages/ Garage Doors Site Design Flip Chart Notes Where is this doc located? Let's make it easier to find.Make ppt available on website, too.Front yard setback -- let's make it more urban, remove front setback(Models don't show front setbacks - at prop line)Step backs - great! Make new devt less imposing.Height and adjacencies to single family residential in Zone DPrices and rental ratse in feasibility test and not accurate -- costs min $350/sqft to build, same for pkg (approx $400/sq ft) Lisa Wise Consulting, Inc . LWC was founded in 2006 and has grown to a staff of 21 urban planning professionals and support staff with offices in Los Angeles, San Francisco, and San Luis Obispo. LWC specializes in assessing, updating, and modernizing zoning codes aimed at promoting pedestrian and transit-oriented communities, and facilitating sustainable, vibrant places to live, work, and play. The LWC team addresses each engagement with a deep understanding of zoning principles and best practices, strong project management, writing, and graphics production. Core Services. Since 2006, LWC has been dedicated to working with California cities to assure compliance with State Housing Law and consistency and clarity of zoning codes. This is a target project for LWC. Our core services include: • Zoning Ordinances, Development Codes, Form- Based Codes, and Design Standards and Guidelines • Long-Range Planning, Specific Plans, TOD Plans, and Corridor Plans • Housing Elements and Affordable Housing Policy • Financial Feasibility, Market Analyses, and Revitalization Strategies Close Communication and Data-Driven Management. Our approach relies on close collaboration with clients through regularly scheduled calls and meetings, regular progress reports, and fast and thorough turnaround on all document review and communication. Our operations are supported by BigTime, a performance management software LWC employs to track project progress by task and team member in real time. This enables the LWC team to anticipate and adjust for issues before they occur and keep the project on schedule and on budget. Targeted Experience. LWC has led over 100 zoning code engagements and 15 successful Housing Element Updates in this 6th Cycle. LWC has developed produced Objective Design Standards and prepared related Zoning Amendments for the following jurisdictions: • City of Beaumont (Riverside County) • City of Long Beach (Los Angeles County) • City of Los Altos (Santa Clara County) • Marin County • City of Millbrae (San Mateo County) • City of Piedmont (Alameda County) • Town of Portola Valley (San Mateo County) • City of Rancho Cucamonga (San Bernardino County) • City of Saratoga (Santa Clara County) • City of Seal Beach (Orange County) • City of South San Francisco (San Mateo County) • City of Woodland (Yolo County) EXPERIENCE AND EXPERTISE 12 | TOWN OF LOS GATOS | OBJECTIVE DESIGN STANDARDS LISA WISE CONSULTING, INC. OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS | 13LISA WISE CONSULTING, INC. Equity. Ensures that the benefits and burdens of the new code are shared across the community, expand opportunities for affordable housing and affordable commercial space, and support a diversity of businesses. Viability. Fosters de velopment that supports housing, employment growth, vibrant commercial centers and business districts while considering market forces, econom ic feasibility and fiscal performance. Quality. Assures standard of excellence that retains value, is long lasting, and responds to context and character of neighbor-hoods, corridors, and districts. Context. Responds and enhances to the unique character of neighborhoods, corridors, centers, and districts. Predictability. Offers a high degree of control and assures alignment with expectations of development outcomes for the City, property owners, businesses, and the development community. Flexibility. Able to accommodate reasonable adjustments to assure positive outcomes and community compatibility over time. Clarity. Be easy to understand for community members, developers, and City officials and staff, and enable consistent interpretation at the planning counter. As a firm, we are dedicated to the following principles on all of our engagements: LWC tested out the objective design standards on a key Housing Element opportunity site in Piedmont, CA. The Redwood City Residential Design Guide provides guidance on a range of architectural elements. Landscaping is an integral part of the neighborhood streetscape. 14 | TOWN OF LOS GATOS | OBJECTIVE DESIGN STANDARDS LISA WISE CONSULTING, INC.983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 939 S BROADWAY, STE 611, LOS ANGELES, CA 90015 LISAWISECONSULTING.COM CITY OF LOS ALTOS Objective Design Standards for Multi-family and Residential Mixed Use Development Micro-scale analysis of a downtown residential district LWC was hired by the City of Los Altos to develop design standards for the City’s Zoning Code to be compliant and consistent with State laws SB2, SB35, SB330, and AB1485, and facilitate the production of safe, attractive and diverse housing. LWC implemented the project with an outreach campaign grounded in LQWHUYLHZVZLWK&LW\VWDႇ&LW\&RXQFLO members, Planning Commissioners, developers, architects, and property and business owners. Outreach also included a series of Joint Planning &RPPLVVLRQ&LW\&RXQFLO6WXG\ Sessions. Armed with feedback from the community, LWC conducted a thorough review and evaluation of existing standards, criteria, and guidelines for multifamily and residential mixed-use development, focusing on existing subjective design standards. LWC also conducted a micro-scale analysis of built form in the key areas as well as lot testing on sample sites. %DVHGRQWKH¿QGLQJVRIWKHDQDO\VLV and input from City leadership, LWC drafted and illustrated a set of objective design standards for all 11 zoning districts that support multi-family or residential mixed-use development. The standards ensure that criteria for approval are clear, objective, and lead to predictable KLJKTXDOLW\UHVXOWVWKDWUHÀHFWWKH City’s unique character. The City Council adopted the Objective Design Standards in September of 2021. STATUS: Adopted September 2021 TIMEFRAME: May 2020 – September 2021 BUDGET: $341,750 REFERENCE: Guido F. Persicone, MUP, AICP Planning Services Director City of Los Altos (Former) Community Development Director (Current) City of Marina 211 Hillcrest Ave. Marina, CA 93933 (831) 884-1281 gpersicone@cityofmarina.org PARTNERS: Opticos Design, Inc. W-Trans LWC also updated the Los Altos 6th Cycle Housing Element, which was adopted by City Council on January DQGFHUWL¿HGE\WKH+&'LQ September 2023. OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS | 15LISA WISE CONSULTING, INC.983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 939 S BROADWAY, STE 611, LOS ANGELES, CA 90015 LISAWISECONSULTING.COM LWC was hired by the City of Millbrae to develop objective residential design standards that ensure consistency and compliance with State laws including SB 330, SB 6, AB 2011, and laws related to Accessory Dwelling Units (ADUs). The project’s goals are to establish standards for the design of single-family residential development, duplexes, triplexes, ADUs, multi-family, and mixed-use developments; and to introduce a new residential design review process aimed at facilitating residential permitting. To ensure the community’s voice is evident in the updated Zoning Code, /:&KDVZRUNHGFORVHO\ZLWK&LW\VWDႇ to facilitate study sessions with the City Council, Planning Commission, and Community Enhancement Advisory Committee; a Community Workshop; a Community Open House; an online Community Survey; and social media posts to gather community input on design preferences and priorities. LWC has also designed and hosts a project website (www.millbraeresidentialdesign. org). Based on a thorough review and analysis of existing residential design, a review of existing policies and standards, and input from the community and decision-making bodies, LWC is drafting design standards that are clear, visually engaging, user-friendly, and will lead to predictable high-quality and context-sensitive design. Anticipated adoption of the Citywide Objective Design Standards and Zoning Code Amendments is November 2025. CITY OF MILLBRAE Citywide Objective Design Standards and Zoning Code Amendments STATUS Anticipated adoption November 2025 TIMEFRAME December 2023 – November 2025 BUDGET $513,202 REFERENCE: Roscoe Mata Planning Manager City of Millbrae 621 Magnolia Avenue Millbrae, CA 94030 (650) 259-2416 Rmata@ci.millbrae.ca.us 16 | TOWN OF LOS GATOS | OBJECTIVE DESIGN STANDARDS LISA WISE CONSULTING, INC.983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 939 S BROADWAY, STE 611, LOS ANGELES, CA 90015 LISAWISECONSULTING.COM ,QWKH&LW\RI3LHGPRQWKLUHG /:&WRFUHDWH2EMHFWLYH'HVLJQ Standards for mixed-use and multi- IDPLO\GHYHORSPHQWFRQGXFWVLWHDQG IHDVLELOLW\WHVWLQJGHYHORSVWUDWHJLHVWR DLGWKH&LW\LQDႈUPDWLYHO\IXUWKHULQJ IDLUKRXVLQJFRQVLVWHQWZLWK$% and provide incentives for ADUs. 7KHSURMHFWDLPHGDWDFFHOHUDWLQJ KRXVLQJSURGXFWLRQE\VWUHDPOLQLQJ the development review process while DVVXULQJWKHFRPPXQLW\¶VVXSSRUWIRU WKHGHVLJQTXDOLW\DQGSODFHPHQWRI new units. Piedmont values its beautiful QHLJKERUKRRGVJHQHURXVSDUNVSDFH and small-town charm. The community LVDOVRDZDUHRILWVXQLTXHFRQVWUDLQWV DOPRVWSHUFHQWRI3LHGPRQWLV GHVLJQDWHGIRUVLQJOHIDPLO\UHVLGHQWLDO DQGRQO\SHUFHQWIRUPXOWLIDPLO\ residential. Vacant land accounts for less than two percent of the land area. A critical feature of the project is RXWUHDFKHGXFDWLRQDQGFRPPXQLW\ SDUWLFLSDWLRQ$VVXFK/:&OHGD UREXVWFRPPXQLW\HQJDJHPHQWHႇRUW ZKLFKIHDWXUHGVWDNHKROGHULQWHUYLHZV FRPPXQLW\ZRUNVKRSWZRZRUNVKRSV ZLWKWKH+RXVLQJ$GYLVRU\&RPPLWWHH DQGDFRPPXQLW\ZLGH)DLU+RXVLQJ 6XUYH\WKDWJDUQHUHGRYHU responses. /:&ZRUNHGFORVHO\ZLWK&LW\VWDႇ and the community to assess the &LW\¶VH[LVWLQJVXEMHFWLYHJXLGHOLQHV DQDO\]HKRXVLQJRSSRUWXQLW\VLWHVWHVW WKHH[LVWLQJGHYHORSPHQWVWDQGDUGV RQWZRGHYHORSPHQWVLWHVDQGHQVXUH WKHFRPPXQLW\¶VGHVLJQSUHIHUHQFHV DUHUHÀHFWHGLQWKHQHZGHYHORSPHQW standards. /:&DOVRFRQGXFWHGD¿QDQFLDO feasibility analysis for the two GHYHORSPHQWVLWHVXVLQJ'PRGHOV and proforma analysis. LWC assured WKH2'6ZRXOGEH¿QDQFLDOO\IHDVLEOH and would lead to outcomes supported by the community. The standards were adopted by City &RXQFLOLQ6HSWHPEHU STATUS: $GRSWHG6HSWHPEHU TIMEFRAME: 6HSWHPEHU± 6HSWHPEHU BUDGET:  REFERENCE: .HYLQ-DFNVRQ$,&3 3ODQQLQJ %XLOGLQJ'LUHFWRU City of Piedmont 9LVWD$YHQXH 3LHGPRQW&$   kjackson@piedmont.ca.gov PARTNERS: Open Scope Studio Plan to Place CITY OF PIEDMONT Multifamily and Mixed Use Objective Design Standards, Proformas, and Prototype Plans and Incentives for Accessory Dwelling Units LWC also updated the Piedmont 6th Cycle Housing Element. The Housing Element was adopted by City Council RQ0DUFKDQGZDVFHUWL¿HG by the HCD in October 2023. OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS | 17LISA WISE CONSULTING, INC.983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 939 S BROADWAY, STE 611, LOS ANGELES, CA 90015 LISAWISECONSULTING.COM LWC was hired by Redwood City WRFUHDWHWKH&LW\¶V¿UVW5HVLGHQWLDO 'HVLJQ*XLGH7KH&LW\ZLGH 5HVLGHQWLDO'HVLJQ*XLGHZDV LQLWLDWHGLQWRDGGUHVVFRQFHUQV UHJDUGLQJGHVLJQPDVVLQJVFDOHDQG SURSRUWLRQVRIVLQJOHIDPLO\KRPHVLQ UHODWLRQWRQHLJKERUKRRGFRQWH[W 7KH*XLGHDSSOLHVWRDOOUHVLGHQWLDO GHVLJQLQWKHFLW\ZLWKSDUWLFXODU HPSKDVLVRQVLQJOHIDPLO\KRPHV 7KH*XLGHDOVRSURYLGHVFULWHULDIRU the evaluation of projects that require HLWKHUVWDႇOHYHORUKHDULQJOHYHO review. These include second-story DGGLWLRQVPRGL¿FDWLRQVWRDVHFRQG VWRU\QHZVLQJOHIDPLO\WZRVWRU\ VWUXFWXUHVVLQJOHIDPLO\SURMHFWVWKDW H[FHHGVTXDUHIHHWRUDQ)$5RI DQGDGGLWLRQVWRKRPHVRQORWV ZLWKDQDYHUDJHVORSHRISHUFHQWRU more. /:&ZRUNHGFORVHO\ZLWK&LW\VWDႇ RQDQH[WHQVLYHRXWUHDFKSURJUDP to determine the community’s SUHIHUHQFHVSULRULWLHVDQGFRQFHUQV DERXWVLQJOHIDPLO\UHVLGHQWLDO GHVLJQ7KHFRPPXQLW\RXWUHDFK SURFHVVLQFOXGHGDSURMHFWZHEVLWH )$4VKHHWSURMHFWSRVWFDUGVLQLWLDO LQIRUPDWLRQJDWKHULQJVHVVLRQVZLWK NH\VWDNHKROGHUVD3LQWHUHVWSDJH LQWHUDFWLYH:DONVKRSVVSHFL¿FWR HDFK5HGZRRG&LW\QHLJKERUKRRGWZR RQOLQHVXUYH\VDQ2SHQ+RXVHWZR &RPPXQLW\:RUNVKRSVDQGDWDEOHDW a community Farmers’ Market. ,QDGGLWLRQWRWKH'HVLJQ*XLGHV /:&UHFRPPHQGHG=RQLQJ&RGH DPHQGPHQWVLQFOXGLQJPRGL¿FDWLRQV WRVLQJOHIDPLO\GHYHORSPHQW VWDQGDUGV=RQLQJ$GPLQLVWUDWRU3HUPLW ¿QGLQJVDQGSURFHGXUDOFKDQJHVIRU SURMHFWQRWLFLQJDQGDSSURYDO 7KHSDVVDJHRI6%GXULQJWKH project led the City to approve the 'HVLJQ*XLGHIRUD\HDUSLORW SURJUDPDIWHUZKLFKWLPHWKH&LW\ would determine how to update them as objective standards. STATUS: $SSURYHG-XO\ TIMEFRAME: -XQH-XO\ BUDGET:  REFERENCE: William Chui Associate Planner City of Redwood City 0LGGOH¿HOG5RDG 5HGZRRG&LW\&$   wchui@redwoodcity.org CITY OF REDWOOD CITY Citywide Residential Design Guide 18 | TOWN OF LOS GATOS | OBJECTIVE DESIGN STANDARDS LISA WISE CONSULTING, INC.983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 939 S BROADWAY, STE 611, LOS ANGELES, CA 90015 LISAWISECONSULTING.COM CITY OF SARATOGA Objective Design Standards STATUS: Adopted TIMEFRAME: 6HSWHPEHU± 2FWREHU BUDGET:  REFERENCE: Christopher Riordan Senior Planner &LW\RI6DUDWRJD )UXLWYDOH$YHQXH 6DUDWRJD&$   criordan@saratoga.ca.us 7KH&LW\RI6DUDWRJDKLUHG/:&WR LPSOHPHQWWKHLUWK&\FOH+RXVLQJ (OHPHQWGHYHORS2EMHFWLYH'HVLJQ 6WDQGDUGVDQGDFKLHYHWKH&LW\¶VJRDOV of compliance with state law while PDLQWDLQLQJVPDOOWRZQFKDUDFWHUDQGD KLJKTXDOLW\RIOLIHIRULWVUHVLGHQWV LWC initiated the project with a review of UHFHQWGHYHORSPHQWSURMHFWVHYDOXDWLRQ RIFRQWH[WDQGGHVLJQFKDUDFWHULVWLFV RIWKHSURSRVHGKRXVLQJRSSRUWXQLW\ areas as well as policy direction from WKH*HQHUDO3ODQJXLGDQFHDQGSROLF\ GLUHFWLRQIURP6SHFL¿F3ODQVDQG'HVLJQ *XLGHOLQHV 8VLQJ'PRGHOLQJVRIWZDUH/:&WHVWHG the proposed standards for the new UHVLGHQWLDOPL[HGXVH]RQHVRQVSHFL¿F KRXVLQJRSSRUWXQLW\VLWHVWRFRQ¿UPWKDW the standards would be feasible and PHHW&LW\JRDOV %DVHGRQWKH¿QGLQJVRIWKHDQDO\VLV DQGLQSXWIURPPHHWLQJVZLWK&LW\ VWDႇ/:&GUDIWHGDQGLOOXVWUDWHGQHZ 2EMHFWLYH'HVLJQ6WDQGDUGVIRUWKH RSSRUWXQLW\VLWHVWREHUH]RQHGWR support multi-family or residential mixed- use development. The new standards satisfy the State’s UHTXLUHPHQWVIRU2EMHFWLYH'HVLJQ 6WDQGDUGVLQDFFRUGDQFHZLWK6% LWC also provided direction on FRUUHVSRQGLQJXSGDWHVWRWKH=RQLQJ Code. 7KH2EMHFWLYH'HVLJQ6WDQGDUGVZHUH adopted by the City Council in October  8SSHU6WRU\6WHS%DFN080''LVWULFW 8SSHU6WRU\)URQW6WHS%DFN089+''LVWULFW OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS| 19LISA WISE CONSULTING, INC. Urban Planning Partners, Inc . Urban Planning Partners (UPP) is a land use planning firm that was established in 2009. We are a small firm located in Downtown Oakland and 100-percent woman-owned. The firm is led by Lynette Dias, UPP’s Founder and President. Lynette has over 30 years of urban and environmental planning experience. She began her career in the public sector in northern and southern California cities, and later transitioned into consulting, where she spent the majority of her career working for public agencies and private developers throughout California. Our Mission and Values Our mission is to help create better places in partnership with our clients and the communities in which we work. Our core values are: • We care. We have called the Bay Area home since our founding and love playing a part in shaping some of our favorite places. We take on projects that stir something in us, and it shows. • We collaborate. Projects are stronger when the development process is collaborative. Whether it’s working with one another, our subconsultants, or our clients, we believe in joining forces. • We reach. The potential for what we can do, not relying on what we’ve always done, is what motivates us. Reaching up and preaching out keeps our work innovative, our team engaged, and our approach inclusive. • We are real. We pride ourselves on telling it like it is. Our clients can count on us for honest, practical guidance. Our key services include planning policy, development services, community engagement, environmental review, contract planning, and grant writing. Trust, objectivity, and insight are the foundations of our work. Our dedication, strong communication skills, and diverse range of experience enable successful partnerships with our clients. We collaborate with our clients and the communities in which we work to achieve approval and implementation of policies and projects that better urban environments. Community Engagement At UPP, we believe that objective design standards function best when they are developed in collaboration with community members who know their community best and key stakeholders who have a detailed understanding of the development process. UPP has lead outreach and engagement efforts related to objective design standards in several communities including Santa Cruz, Foster City, and San Jose. Our experience working on these projects has taught us the importance of getting to know the communities we serve, taking part in active listening, being transparent, and providing ample opportunities for the community to learn about the project and provide input. In Santa Cruz, the UPP team led a robust outreach campaign to develop standards that represented the community. UPP collected feedback from a diverse group of community members and stakeholders via an online survey, tabling events, community workshops, focus group meetings, and a planning commission study session. UPP used this feedback to draft objective design standards that balance a variety of needs and perspectives. Because the UPP team worked with the community to develop objective design standards, the standards earned broad support and were unanimously adopted by the City Council. In Foster City, UPP used a different approach to encourage community ownership of objective development standards. Here, UPP designed a “Data Walk” activity that guided community members through the design of ten housing projects in Foster City and asked them to provide feedback on their experience of those projects. UPP worked to identify common themes among the feedback collected, including which features and characteristics were most positively/ negatively perceived. Based on our findings, our team drafted objective design standards that were most likely to be positively perceived while still remaining feasible, satisfying legal requirements, and aligning with housing development targets. RELATED PROJECT EXAMPLES AND REFERENCES SANTA CRUZ MULTI-FAMILY DEVELOPMENT OBJECTIVE DEVELOPMENT STANDARDS AND COMMUNITY ENGAGEMENT CITY OF SANTA CRUZ UPP worked with the City of Santa Cruz to develop objective development standards for multi-family development per State laws SB 35 and the Housing Accountability Act. Given previous misinformation and community resistance to multi-family development, the UPP team (in partnership with InterEthnica) developed and carried out an equity-focused engagement approach to reach communities not typically involved with the planning process including the Latinx community, low- and moderate-income households, and university students. Through targeted engagement and candid discussions with stakeholders, the team facilitated meaningful dialogue that shaped development standards that are economically feasible for developers and representative of community priorities and values. The team presented the community engagement strategy to the Planning Commission, where they heard unanimous support. In addition to community engagement, the objective standards are informed by robust analysis. UPP led a team of technical subconsultants with economic, transportation, and urban design expertise to ensure the development standards are feasible. UPP, with help from Kristen Hall City Design and Strategic Economics, completed test fits and proforma analyses to identify barriers to development that could be addressed with the objective development standards. The standards were approved by the Santa Cruz City Council on November 15, 2022. Following adoption of the Objective Development Standards, UPP assisted the City in developing an Objective Development Checklist for both applicant and internal use to implement the standards. Client Contact Sarah Neuse, Senior Planner – Advanced Planning City of Santa Cruz 831.420.5092  sneuse@cityofsantacruz.com 20 | TOWN OF LOS GATOS | OBJECTIVE DESIGN STANDARDS LISA WISE CONSULTING, INC. OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS | 21LISA WISE CONSULTING, INC. FOSTER CITY OBJECTIVE MULTI-FAMILY AND MIXED-USE DESIGN STANDARDS CITY OF FOSTER CITY Objective design standards often require the use of industry best practices and technical terms to translate personal experiences of a place (e.g., “community character”) into quantifiable measures. As a result, these standards can be challenging for community members and decisions-makers to envision – or for planning professionals to articulate. UPP and Van Meter Williams Pollack teamed up to work with Foster City to develop objective design standards for multi-family and mixed-use developments. The standards address site development, buildings, and landscape and Foster City’s unique waterfront setting. To help frame this conversation, UPP designed a “Data Walk” activity that guided community members through the design of ten housing projects in Foster City and asked them to provide feedback on their experience of those projects. Stakeholders could participate physically (by scanning QR codes at each location) or digitally (by interactive map), at their own pace. Each stop included a short video explaining key design features and prompting participants with open-ended questions. Participants could then send texts, take a survey, or fill out a physical handout to respond to the questions. The project included preparing objective design standards in a new chapter of the City’s zoning regulations, related zoning regulation amendments in numerous other chapters, checklist for developers, and a users’ guide with additional photos and graphics to explain the standards. Client Contact Sofia Mangalam, Community Development Director City of Foster City 650.286.3239 smangalam@fostercity.org 22 | TOWN OF LOS GATOS | OBJECTIVE DESIGN STANDARDS LISA WISE CONSULTING, INC. IRVINGTON BART STATION SITE PLAN, STATION AREA PLAN, AND ENVIRONMENTAL REVIEW BART AND THE CITY OF FREMONT UPP led a team of consultants on the development of a Station Site Plan and Station Area Plan for the new Irvington BART Station. Working with a large team and two different clients on a controversial project required a proactive project management approach and robust community outreach. Leading the development of the Station Area Plan, UPP worked with Urban Field Studio to guide future development in the area surrounding Irvington Station and stitch the new station into the existing community. We prioritized crafting a Station Area Plan that is useful and easily readable for planners and developers and that includes objective development standards. The outreach strategy for Irvington BART Project included message development, targeted stakeholder engagement, and public outreach. Targeted stakeholder outreach included focus groups with the Irvington Business Association, Washington Township Historical Society, and property owners and developers with property interests near the station. Involving these groups early in the planning process in a transparent and collaborative manner allowed the project team to gain a diverse group of supportive stakeholders. UPP also organized and led classroom presentations to approximately 150 students at Irvington High School, spoke to over 100 people while tabling at the Irvington Farmer’s Market, developed multiple online surveys, and led large community workshops that attracted over 100 participants. UPP also led the streamlined environmental review process to clear the Irvington Station which consisted of an addendum to the 1991 Warm Springs BART Extension EIR and 2003 Warm Springs Extension Supplemental EIR. Completion of this project has achieved the City of Fremont’s longstanding vision of a transit-oriented, active area, strategically integrated with the future Irvington BART Station; consistent with the City’s 2011 General Plan and Irvington Community Plan goals. Client Contact Kristie Wheeler, Interim Assistant Community Development Director (former Fremont Planning Manager) City of Dublin 925.833.6610 kristie.wheeler@dublin.ca.gov QUALIFICATIONS OF KEY PERSONNEL LWC’s approach for the Objective Design Standards Project will rely on our team’s expertise in California Housing Law, best practices for Zoning Code audits and updates, and our experience on similar projects. The LWC Team assigned to this Project brings decades of relevant practice and understanding: Lisa Wise, AICP (Principal) has over 30 years of professional Project Management experience leading housing element updates in the 4th, 5th and 6th cycles as well as zoning code audits and updates throughout California and the U.S. as well as large-scale code engagements in the Middle East. David Bergman (Director) brings over 25 years of experience in California Housing law and zoning regulation. David was the LWC Project Manager for 6th Cycle Housing Element Updates, Inclusionary Housing Ordinances and Density Bonus programs in Long Beach, Alameda County and Novato and has served as the Director of Planning and Building in the City of South Pasadena. Monica Szydlik, AICP (Project Manager) brings over 18 years of project management, zoning code and community design experience. Monica holds a Master’s degree in architecture and has led objective design standards and design guidelines projects in Piedmont, Los Altos, Woodland, South San Francisco, Saratoga, Portola Valley, Redwood City, and Seal Beach. Stefano Richichi (Senior Associate) has over nine years of zoning code and community development experience. He supports the LWC team in comprehensive code review, assessment, and strategies to ensure more user- friendly, streamlined, modern development regulations that implement the community’s vision. Caroline Chen (Associate) brings nearly four years of graphics, design and long-range planning experience and will support the team with comprehensive research and developing drafts and editing deliverables. Lisa Wise Consulting, Inc . The UPP team bring extensive expertise in community development, and land use and policy planning. The UPP Team assigned to this Project brings the following qualifications and experience: Curtis Banks, AICP (Principal-in-Charge) has over 30 years of experience in planning and community development, including affordable housing, building, and code enforcement. Curtis has managed a wide variety of residential and non-residential projects, coordinating all facets of the project from the beginning of the planning and environmental review process through construction. Curtis has spent his entire career working for communities in Santa Clara and San Mateo counties (including as consultant to Los Gatos). Curtis is currently overseeing projects in Saratoga and Newark. Carla Violet (Project Manager) has over 10 years of experience managing land use and policy planning, environmental review, and community engagement projects customized to address specific project objectives, anticipated challenges and opportunities, and community concerns. She is skilled at effectively evolving community engagement strategies to ensure responsiveness to project issues that arise during the planning process and to ensure an appropriately representative cross-section of the community and/ or stakeholders are engaged. Carla serves as the East Bay Community Relationship Manager for the Link 21 Program which aims to expand BART and other rail systems by adding another transbay crossing between Oakland and San Francisco. Grant Sles (Project Planner) has nearly five years of experience in urban planning and has worked in both the public and private sector. His main areas of expertise are housing policy, community engagement, climate resilience, and environmental justice. He has played a key role in developing general plan elements and specific plans throughout the West Coast and implemented affordable housing programs at the County of Ventura. Urban Planning Partners, Inc . OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS| 23LISA WISE CONSULTING, INC. 983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 939 S BROADWAY, STE 611, LOS ANGELES, CA 90015 LISAWISECONSULTING.COM LISA WISE, AICP President, CEO As a certified planner and public accountant, Lisa has over 30 years of professional experience in housing policy, land use regulation, real estate finance, and the management of complex projects. Lisa is a part-time lecturer at the California Polytechnic State University in San Luis Obispo focusing on courses in housing and real estate finance. Lisa has been directly responsible for a breadth of large-scale projects aimed at accelerating housing production and complying with State housing law. These include 35 housing elements in the 4th, 5th, and 6th Cycles as well as Fair Housing Assessments, Inclusionary Housing Ordinances, Objective Design Standards, and Density Bonus Programs. She has also overseen over 23 master and specific plans, 80 zoning coed audits and updates and 35 economic and financial feasibility engagements. Select Relevant Project Experience: • Arroyo Grande, CA | Housing Element Update, 4th and 5th Cycle • Austin, TX I Citywide Code Update • Atascadero, CA | Affordable Housing Short Sale Policy, Housing Element Implementation and Housing Element 4th and 5th Cycle • Benicia, CA | Housing Element Update, 4th and 5th Cycle • Columbus, OH, Code Assessment and Code and Zoning Map Update • Flagstaff, AZ | Zoning Ordinance Update • Grover Beach, CA | Zoning Code Update, West Grand Avenue Masterplan, and 4th Cycle Housing Element Update • Hayward, CA I Downtown Specific Plan and Code Update • King City, CA | Housing Element, 4th Cycle • Livermore, CA | Development Code Update and 5th Cycle Housing Element Update • Long Beach, CAI 6th Cycle Housing Element Update • Long Beach, CA I SB9 Ordinance and ADU Ordinance • Loomis, CA | Housing Element Update 3rd, 4th and 5th Cycle • Malibu, CA | Zoning Code and Local Implementation Plan Update • Merced, CA | Bellevue Corridor Plan • Mesa, AZ | Form-Based Code and Regulating Plan • Petaluma, CA | SMART Rail Station Areas: TOD Master Plan • Pismo Beach, CA | Housing Element, 4th Cycle • Richmond, CA | Livable Corridors Plan, South Shore Specific Plan, and 4th and 5th Cycle Housing Element Update, Fair Housing Ordinance Evaluation and Update • Saratoga, CA I Mixed Use Multifamily Objective Design Standards • Tehachapi, CA | Housing Element Update 4th and 5th Cycle • Vallejo, CA | Housing Element Update 5th Cycle • Woodland, CA, 6th Cycle Housing Element Update • Woodland, CA I Comprehensive Code Update PAST WORK EXPERIENCE EDUCATION CERTIFICATIONS & MEMBERSHIPS California Polytechnic State University Adjunct Faculty | San Luis Obispo, CA | 2002 - Present Crawford, Multari & Clark Associates Professional Consultant | San Luis Obispo, CA 2001 – 2006 Governor’s Office of Planning & Research (OPR) Intern | Sacramento, CA | 1999 – 2000 PricewaterhouseCoopers, LLP Financial Services Manager | New York, NY 1990 – 1999 California Polytechnic State University Master of City & Regional Planning | San Luis Obispo, CA DePaul University M.S., Accountancy | Chicago, IL University of Cincinnati B.S., Business Administration in Marketing & Finance American Planning Association (APA) American Institute of Certified Planners (AICP) California Planning Foundation Treasurer, 2019 – Present Dean’s Leadership Council California Polytechnic State University, College of Architecture & Environmental Design, 2018 – Present Congress for the New Urbanism (CNU) Paul Crawford Award for Excellence in Planning, 2017 Form-Based Code Institute (FBCI) Chair, 2015 – 2018 | Treasurer, 2014 – 2015 Certified Public Accountant, 1991 – 1999 24 | TOWN OF LOS GATOS | OBJECTIVE DESIGN STANDARDS LISA WISE CONSULTING, INC. 983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 939 S BROADWAY, STE 611, LOS ANGELES, CA 90015 LISAWISECONSULTING.COM DAVID BERGMAN Director With over 25 years of experience, David has focused on housing regulation, financial feasibility analysis, and urban planning projects, with an emphasis on the formation and implementation of local and regional development strategies. He brings an understanding of California Housing Law earned working directly with California cities and counties on the identification and assessment of financing options for affordable housing, student and workforce housing, and inclusionary housing, and strategies for improved jobs/housing balance and anti-displacement programs. As the Director of Planning for the City of South Pasadena, he oversaw the successful approval of the City’s first density bonus application and adoption of an Accessory Dwelling Unit (ADU) Ordinance that was approved by the California Department of Housing and Community Development (HCD). David successfully led 6th Cycle Housing Element Updates in Long Beach, Novato, and Alameda County among others. Relevant Project Experience: • Alameda County, CA | 6th Cycle Housing Element Update • Artesia, CA | Mixed-Use Overlay Zone Analysis and Recommendations • Beverly Hills, CA | Economic Sustainability Plan Update • Citrus Heights, CA | Housing Prototype Testing • Cypress, CA | Inclusionary Housing Feasibility Study • Folsom, CA | Financial Feasibility Analysis for Residential and Mixed Use • Long Beach, CA | 6th Cycle Housing Element Update • Long Beach, CA | SB9 and ADU Ordinance • Lompoc, CA | Housing Market Analysis • Modesto, CA | Financial Feasibility Analysis for Residential and Mixed Use • Novato, CA | 6th Cycle Housing Element Update, Rezoning Program, and Inclusionary Housing Ordinance • Portola Valley, CA | Conceptual Site Plans, Zoning Code Amendments, and Objective Design Standards • Rancho Cucamonga, CA | Economic Development Strategic Plan • San Diego, CA | Barrio Logan Affordable Housing Strategy • San Fernando, CA | Workforce Housing Analysis • San Gabriel, CA | Inclusionary Housing Ordinance • Santa Maria, CA | 6th Cycle Housing Element Update and Market Analysis • Santa Rosa, CA | Jobs Housing Balance Study • Seal Beach, CA | 6th Cycle Housing Element Update • St. Helena, CA | Inclusionary Housing Ordinance • Sun Cal, Anaheim, CA | Inclusionary Housing Strategy, Palatium Triangle • Tehachapi, CA | 6th Cycle Housing Element Update • Woodland, CA | Financial Feasibility Analysis for Residential and Mixed Use PAST WORK EXPERIENCE EDUCATION ACADEMIC EXPERIENCE Metropolitan Research and Economics Principal, Director, and Owner | Santa Monica, CA 2009 - 2020 City of South Pasadena, CA Director, Planning and Building 2018 - 2019 City of Santa Cruz, CA Manager of Special Projects, Economic Development 2014 - 2017 Economics Research Associates Principal | Los Angeles, CA 1996 - 2009 University of California M. of Planning Geography | Los Angeles, CA University of Wisconsin B.A., Geography and Classical History | Madison, WI University of Southern California School of Architecture 2016 – 2019 Southern California Institute of Architecture 2001 – 2016 University of Michigan School of Architecture 2009 – 2010 OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS | 25LISA WISE CONSULTING, INC. 983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 939 S BROADWAY, STE 611, LOS ANGELES, CA 90015 LISAWISECONSULTING.COM MONICA SZYDLIK, AICP Senior Associate Monica brings over 18 years’ experience in planning and urban design to LWC. She has focused her career on leading specific plans, transit-oriented development plans, streetscape design, design guidelines, form-based development regulations, and zoning code updates. Her skills include managing multi- disciplinary teams, meticulous attention to detail, deep understanding of land use regulations, facilitating community outreach, and delivering projects on time and within budget. Monica is an expert in integrating 3-D modeling, diagramming, and photo simulations for more attractive, publishing-quality reports and presentations. Monica brings a comprehensive approach that combines technical urban planning knowledge, an emphasis on architecture and design, and a focus on feasibility of implementation. Monica holds a Master of Architecture from the University of Michigan and a Bachelor of Arts in History from the University of California, Berkeley. Relevant Project Experience: • Avondale, AZ | Avondale City Center Specific Area Plan • Belmont, CA | Belmont Village Specific Plan • Burbank, CA | Single-Family Neighborhood Compatibility and Design • Honolulu, HI | Downtown and Kalihi Neighborhood TOD Plans • Livermore, CA | Isabel Neighborhood Plan and EIR • Long Beach, CA | ADU and SB 9 Local Ordinances • Los Altos, CA | Objective Design Standards • Piedmont, CA | Mixed-Use and Multi-Family Objective Design Standards, Prototype Plans and Incentives for Accessory Dwelling Units • Portola Valley, CA | Conceptual Site Plans, Zoning Code Amendments, and Objective Design Standards • Rancho Cucamonga, CA | Form-Based Code • Redwood City, CA | Hillside Regulations • Redwood City, CA | Citywide Single-Family Residential Design Guidelines • Saratoga, CA | Objective Design Standards • San Bruno, CA | Bayhill Specific Plan • San Diego, CA | Mission Valley Community Plan - Urban Design • San Jose, CA | Santana Row/Valley Fair and Winchester Boulevard Urban Village Master Plans • San Pablo, CA | San Pablo Avenue Specific Plan • Santa Cruz County, CA | Accessory Dwelling Unit Guidebooks • Seal Beach, CA | Housing Element Implementation, Objective Design Standards • South Lake Tahoe | CA, Tahoe Valley Development and Design Standards • South San Francisco, CA | El Camino Real/Chestnut Avenue Area Plan • South San Francisco, CA | Zoning Code Update & Form-Based Code • Woodland, CA | Comprehensive Zoning Code Update PAST WORK EXPERIENCE EDUCATION CERTIFICATIONS, MEMBERSHIPS, AND AWARDS Dyett & Bhatia Urban and Regional Planners Senior Associate | Oakland, CA 2006 – 2018 Kirk Miller Affiliates Architectural Designer | San Francisco, CA 2005 – 2006 University of Michigan, Ann Arbor Master of Architecture University of California, Berkeley B.A. History American Institute of Certified Planners (AICP) 2017 – Present American Planning Association • California Chapter Award of Excellence, 2018, Belmont Village Specific Plan • Hawaii Chapter Honor Award for Urban Design, 2016, Downtown and Kalihi Neighborhood TOD Plans • California Northern Section Award of Honor for Neighborhood Planning, 2012, El Camino Real/ Chestnut Avenue Area Plan • Arizona Chapter Award, Master Plan Category, 2009, Avondale City Center Specific Area Plan 26 | TOWN OF LOS GATOS | OBJECTIVE DESIGN STANDARDS LISA WISE CONSULTING, INC. 983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 706 SOUTH HILL STREET, STE 1100, LOS ANGELES, CA 90014 LISAWISECONSULTING.COM PAST WORK EXPERIENCE County of Lassen, CA Senior Planner January 2020-August 2021 Associate Planner April 2017-January 2020 Assistant Planner May 2015-April 2017 City of Monterey Park, CA Economic Development Intern November 2014-April 2015 EDUCATION Azusa Pacific University Azusa, CA Bachelor of Arts, Economics Concentration: Business Bachelor of Arts, Philosophy CERTIFICATIONS & MEMBERSHIPS American Planning Association (APA) 2021 - Present STEFANO RICHICHI Senior Associate Stefano has eight years of experience focused on housing regulation and programs for establishing objective design standards, density bonus programs, inclusionary housing ordinances, and ADU ordinances. He has a practiced understanding of California housing regulation and effective strategies for legal compliance while honoring a community’s vision for preserving the character of established neighborhoods and enabling attractive, affordable housing choices. Stefano supports the team in conducting site inventories and rezone candidate sites analysis, legal consistency review, workshop facilitation, and project management support. Stefano’s increasing responsibilities include serving as Deputy Project Manager for 6th Cycle Housing Element Updates in Alameda County, CA and Richmond CA, where he developed housing sites inventories, assessed existing housing policies and programs, and prepared and implemented community outreach aimed at historically disadvantaged and marginalized communities. He also created detailed demographic profiles and analyses of governmental and non-governmental constraints to housing, and works closely with City staff and the California Department of Housing and Community Development (HCD) in the Housing Element Update review, approval, and certification processes. Stefano has a Bachelor of Arts in Economics and Philosophy from Azusa Pacific University in Azusa, California. Relevant Project Experience: • Alameda County, CA, 6th Cycle Housing Element Update • Beaumont, CA, 6th Cycle Housing Element Update, Objective Design Standards and ADU Ordinance • Coachella, CA, 6th Cycle Housing Element Update • Costa Mesa, CA, Short-Term Rental Analysis • Kingdom of Saudi Arabia, Development Authority Saudi Commission, Comprehensive Zoning Code • Las Vegas, NV, Downtown Form-Based Code • Lassen County, CA, 6th Cycle Housing Element Update and ADU Ordinance • Lassen County, CA, Comprehensive Economic Development Strategy • Lassen County, CA, Noise Element Update and Ordinance • Los Altos, CA, 6th Cycle Housing Element Update • Milpitas, CA, Comprehensive Zoning Code Update • Novato, CA 6th Cycle Housing Element Update • Palmdale, CA, Zoning Code Update • Piedmont, CA, 6th Cycle Housing Element Update • Pleasanton, CA, 6th Cycle Housing Element Update • Richmond, CA, 6th Cycle Housing Element Update • Riyadh, Kingdom of Saudi Arabia, Riyadh Urban Code • San Gabriel, CA, 6th Cycle Housing Element Update • Santa Maria, CA, 6th Cycle Housing Element Update • Temple City, CA, 6th Cycle Housing Element Update OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS | 27LISA WISE CONSULTING, INC. 983 OSOS STREET, SAN LUIS OBISPO, CA 93401 | 870 MARKET STREET, STE 977, SAN FRANCISCO, CA 94102 | 939 S BROADWAY, STE 611, LOS ANGELES, CA 90015 LISAWISECONSULTING.COM CAROLINE CHEN Associate Caroline brings four years of expertise in communicating how two-dimensional regulations influence the three-dimensional environment of residential neighborhoods, commercial corridors, and mixed-use zones. She is an expert in using the Adobe Creative Suite, SketchUp, AutoCAD, and other design programs to produce infographics, maps, and 3D models that enhance LWC’s Housing Element updates, housing implementation programs, development codes, and long-range plans. Caroline has taken on increasing responsibility, supporting the LWC Team on housing-related engagements in Beaumont, Alameda County, Novato, Piedmont, Saratoga, and Seal Beach. Caroline’s professional background includes knowledge of the permit application and approval process through her work with San Francisco-based Geddes Ulinskas Architects. She holds a Bachelor of Science in City & Regional Planning and a minor in Landscape Architecture from California Polytechnic University, San Luis Obispo. Relevant Project Experience: • Alameda County, CA | Implementation of the Castro Valley General Plan, 6th Cycle Housing Element Update • Beaumont, CA | 6th Cycle Housing Element Update, Objective Design Standards, and ADU Ordinance • Columbus, OH | Zoning Code Update • La Quinta, CA | Highway 111 Form-Based Code • Las Vegas, NV | Downtown Form-Based Code • Millbrae, CA | Citywide Objective Design Standards and Implementation of Related Zoning Code Amendments for Residential Developments • Milpitas, CA | Zoning Code Update • Norco, CA | Industrial Standards Update • Novato, CA | 6th Cycle Housing Element Update • Piedmont, CA | 6th Cycle Housing Element Update • Portola Valley, CA | Conceptual Site Plans • Portola Valley, CA | Zoning Code Amendments • Rancho Cucamonga, CA | Form-Based Code Revisions • Riyadh, Saudi Arabia | Riyadh Urban Code • Saratoga, CA | Objective Design Standards • Seal Beach, CA | Zoning Code Update • South San Francisco, CA | Zoning Code Update • St. Helena, CA | Zoning Code Update • Vacaville, CA | Development Code Update • Woodland, CA | Comprehensive Zoning Code Update PAST WORK EXPERIENCE EDUCATION Geddes Ulinskas Architects Project Designer | San Francisco, CA September 2019 – January 2021 Urban Planning Concepts Planning Intern | Santa Maria, CA June 2018 – August 2018 California Polytechnic State University B.S., City & Regional Planning | San Luis Obispo, CA Minor in Landscape Architecture 28 | TOWN OF LOS GATOS | OBJECTIVE DESIGN STANDARDS LISA WISE CONSULTING, INC. OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS | 29LISA WISE CONSULTING, INC. EXPERIENCE Carla has ten years of experience in land use planning and environmental review services. She has managed several large projects with community outreach and engagement efforts customized to address specific project objectives, anticipated challenges and opportunities, and community concerns. She is skilled at effectively evolving community engagement strategies, as needed, to ensure responsiveness to project issues that arise during the planning process and to ensure an appropriately representative cross-section of the community and/or stakeholders are engaged. Carla has been a key player in Urban Planning Partners’ success in gaining an informed and more aligned citizenry that supports change once the change is better understood. Carla previously managed the entitlements assistance and community engagement process for the El Cerrito Plaza TOD project. This includes strategizing with the developer team, the City of El Cerrito, and BART on an entitlements process for securing project entitlements under Assembly Bill 2923 and the San Pablo Avenue Specific Plan as well as facilitating focused stakeholder meetings and both virtual and pop-up community meetings. She co-led the community engagement efforts for the Irvington BART Station Site Plan and Area Plan, collaborating closely with the City of Fremont and BART, ultimately evolving significant community opposition to valuable input and support. She also played a key part in supporting Urban Planning Partners role in leading all the City of Richmond’s community outreach and engagement efforts related to its review and ultimate approval of the Chevron Refinery Modernization project, which involved a series of educational sessions and many stakeholder and community workshops, including a final series related to prioritizing community benefits. PROJECT EXPERIENCE HIGHLIGHTS • Link21 BART East Bay Relationship Manager • Portola Valley Housing and Safety Elements Update and Community Engagement • MTC/ABAG, Alameda County Housing Collaborative Technical Assistance, CA – Project Manager • El Cerrito Plaza BART TOD Entitlements and Community Engagement, El Cerrito and BART • Downtown and Brentwood Boulevard Specific Plan Updates • Irvington BART Station Site Plan and Area Plan Community Engagement, City of Fremont and BART • Chevron Refinery Modernization Project Outreach, Richmond, CA • Eastline Project at 2100 Telegraph Avenue Entitlements and EIR, Oakland, CA • Alameda Point Main Street Neighborhood Specific Plan CAREER Houseal Lavigne Associates Associate Intern Texas Low Income Housing Information Services Policy Analyst Intern Energy Solutions Contracts Manager CERTIFICATION IAP2 Foundations in Public Participation EDUCATION Master of Science, Community and Regional Planning, University of Texas at Austin Bachelor of Arts, Sociology, University of California, Davis CARLA VIOLET A s s o c i A t e P r i n c i P A l A n d P l A n n i n g M A n A g e r 30 | TOWN OF LOS GATOS | OBJECTIVE DESIGN STANDARDS LISA WISE CONSULTING, INC. CURTIS BANKS, AICP A s s o c i A t e P r i n c i P A l EXPERIENCE Curtis has over 30 years of experience with expertise in planning and community development, including planning, building, affordable housing, and code enforcement. He has served as a Community Development Director and has worked in a variety of capacities. Curtis has experience interacting closely with elected officials, senior management, commissioners, city departments, state and local agencies, and members of the public. He is skilled at leading staff, preparing budgets, and managing complex planning projects. He has managed comprehensive General Plan updates, Downtown Development Plan updates, Neighborhood Plans, and the preparation of ordinances. Curtis has worked on a wide variety of residential and nonresidential projects, included mixed-use projects, and has overseen the management of affordable housing programs. Curtis was the project manager for the redevelopment of a 20-acre industrial site for the City of Redwood City. Curtis was also the Project Director for the Saratoga Housing Element Update and EIR, the Portola Valley Housing and Safety Element Updates IS/MND, and the Antioch Housing and Safety Element Updates and EIR. PROJECT EXPERIENCE HIGHLIGHTS • Harbor View Redevelopment Project, Contract Planning, Redwood City, CA • 505 East Bayshore Townhouse Project, Contract Planning Redwood City, CA • Roselli Park Expansion IS/MND, Contract Planning, Redwood City, CA • 6781 Thorton Avenue Mixed Use Project, Contract Planning, Newark, CA • Affordable Housing Program Management, Foster City, CA • Land Use/Circulation, Housing, and Recreation Elements of the General Plan, Foster City, CA • Foster Square Mixed Use Senior Development, Foster City, CA • Pilgrim Triton Master Plan, Foster City, CA • Levee Protection Planning and Improvements Project, Foster City, CA • Gilead Sciences Master Plan, Foster City, CA • Lincoln Centre Life Sciences Research Campus Project, Foster City, CA CAREER City of Foster City Community Development Director/Planning Manager/Senior Planner City of Los Gatos Planning Consultant City of Los Altos Senior Planner City of Mountain View Senior Planner City of Morgan Hill Senior Planner City of Menlo Park Associate Planner City of Campbell Planner II/I/Intern EDUCATION Master of Urban & Regional Planning, San Jose State University Bachelor of Arts, Public Administration/Political Science, Hayward State University OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS | 31LISA WISE CONSULTING, INC. EXPERIENCE Grant’s background in long-range planning, policy development, and program implementation allows him to support Urban Planning Partners with long-range planning efforts, entitlements assistance, and development application review. In his previous work with Dudek, Grant provided support with existing conditions analyses, public workshops and outreach events, and policy writing. He has experience working in a variety of communities on issues related to land use, transportation, climate resilience, and environmental justice. Moreover, he has helped manage both large and small long-range planning projects. Drawing upon his strong technical experience, Grant effectively analyzes data and create maps and graphics to convey research findings, design and facilitate community outreach activities, and develop actionable policies to address issues and achieve project goals. He is currently assisting to develop tools to advance affordable housing development in jurisdictions throughout Alameda County via the Alameda County Housing Collaborative. PROJECT EXPERIENCE HIGHLIGHTS •MTC/ABAG, Alameda County Housing Collaborative Technical Assistance, CA •Newport Beach Comprehensive General Plan Update, Newport Beach, CA* •Fresno Climate Adaptation Plan and Environmental Justice Element, Fresno, CA* •Concord Housing Element Update, Concord, CA* •Rialto General Plan Update, Rialto, CA* •Eureka Waterfront Specific Plan, Eureka, CA* •Clark County Aging Readiness Plan, Clark County, WA* •Ventura County ADU Ordinance Update, Ventura County, CA* CAREER Dudek Planner II County of Ventura CivicSpark Fellow Institute of Transportation Studies Advanced Research Aid EDUCATION Bachelor of Science, Environmental Policy Analysis and Planning, University of California, Davis * Work with previous employer GRANT SLES ASSOCIATE PLANNER TIMELINE JAN FEB MAR APR MAY JUN JUL AUG SEPT OCT NOV DEC JAN FEB Task 1: Project Initiation, Analysis, and Recommendations Task 2: Community Engagement Task 3: Administrative Draft Objective Design Standards Task 4: Public Review Draft Objective Design Standards Task 5: Review and Adoption 2025 2026 Town of Los GatosTown of Los Gatos Updated/Additional Objective Design StandardsUpdated/Additional Objective Design Standards Project Schedule | October 26, 2024Project Schedule | October 26, 2024 Analysis and Site Evaluation Project Initiation Meeting TC Hearing PC Hearing Working Meetings Community WorkshopMeeting Product Public HearingConsultant Effort Public Review Draft ODS Recommendations Memo Engagement Program Focus Group Meetings Community Workshop Admin Draft ODS Working Meetings 32 | TOWN OF LOS GATOS | OBJECTIVE DESIGN STANDARDS LISA WISE CONSULTING, INC. SAMPLES City Name Project (Link to) City of Piedmont Multi-Family and Mixed-Use Design Standards City of Saratoga Article 15-58 - Mixed-Use and Multi-Family Design and Development Standards City of Redwood City Residential Design Guide DISCLOSURE OF LITIGATION/DISCIPLINE As the President and CEO of Lisa Wise Consulting, Inc., I attest that the firm has not been disciplined or censured by a regulatory body within the last 5 years nor has the firm been involved in litigation or other legal proceedings relating to the provision of services. Lisa Wise, AICP President, CEO lisa@lisawiseconsulting.com (805) 595-1345 OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS | 33LISA WISE CONSULTING, INC. REFERENCES 34 | TOWN OF LOS GATOS | OBJECTIVE DESIGN STANDARDS LISA WISE CONSULTING, INC. OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS | 35LISA WISE CONSULTING, INC. INSURANCE COVERAGE ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED? INSR ADDL SUBRLTRINSDWVD PRODUCER CONTACTNAME:FAXPHONE(A/C, No):(A/C, No, Ext):E-MAILADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY)(MM/DD/YYYY) AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATIONAND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person)$ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $ PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT OTHER:$COMBINED SINGLE LIMIT $(Ea accident) ANY AUTO BODILY INJURY (Per person)$ OWNED SCHEDULED BODILY INJURY (Per accident)$AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $AUTOS ONLY AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION$PER OTH-STATUTE ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $ If yes, describe under E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGE NAIC # COMMERCIAL GENERAL LIABILITY Y / N N / A(Mandatory in NH) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED INACCORDANCE WITH THE POLICY PROVISIONS. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03) CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) $ $ $ $ $ The ACORD name and logo are registered marks of ACORD 3/28/2024 License # 0305584 (805) 543-6887 341 (805) 543-3064 11000 Lisa Wise Consulting, Inc.983 Osos StreetSan Luis Obispo, CA 93401 24082 34630 29459 A 2,000,000 51SBABA5314 4/1/2024 4/1/2025 1,000,000 10,000 2,000,000 4,000,000 4,000,000 1,000,000B BAS56524792 4/1/2024 4/1/2025 C LIWC524575 4/1/2024 4/1/2025 1,000,000 1,000,000 1,000,000 D Professional Liab.51PG028245723 4/1/2024 Per Claim & Agg.2,000,000 D Professional Liab.51PG028245723 4/1/2024 4/1/2025 Deductible 5,000 Re: Proof of Insurance. Proof of Insurance LISAWIS-01 BOTCERTS Morris & Garritano Insurance Agency, Inc.PO Drawer 1189San Luis Obispo, CA 93406 Megan Chew mchew@morrisgarritano.com Sentinel Insurance Company Ohio Security Insurance Company Oak River Insurance Company Twin City Fire Insurance Company X 4/1/2025 X X X X ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED? INSR ADDL SUBRLTRINSDWVD PRODUCER CONTACTNAME:FAXPHONE(A/C, No):(A/C, No, Ext):E-MAILADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY)(MM/DD/YYYY) AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATIONAND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person)$ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $ PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT OTHER:$COMBINED SINGLE LIMIT $(Ea accident) ANY AUTO BODILY INJURY (Per person)$ OWNED SCHEDULED BODILY INJURY (Per accident)$AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $AUTOS ONLY AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION$PER OTH-STATUTE ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $If yes, describe under E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGE NAIC # COMMERCIAL GENERAL LIABILITY Y / N N / A(Mandatory in NH) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED INACCORDANCE WITH THE POLICY PROVISIONS. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03) CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) $ $ $ $ $ The ACORD name and logo are registered marks of ACORD 3/28/2024 License # 0305584 (805) 543-6887 341 (805) 543-3064 11000 Lisa Wise Consulting, Inc.983 Osos StreetSan Luis Obispo, CA 93401 24082 34630 29459 A 2,000,000 51SBABA5314 4/1/2024 4/1/2025 1,000,000 10,000 2,000,000 4,000,000 4,000,000 1,000,000B BAS56524792 4/1/2024 4/1/2025 C LIWC524575 4/1/2024 4/1/2025 1,000,000 1,000,000 1,000,000 D Professional Liab.51PG028245723 4/1/2024 Per Claim & Agg.2,000,000 D Professional Liab.51PG028245723 4/1/2024 4/1/2025 Deductible 5,000 Re: Proof of Insurance. Proof of Insurance LISAWIS-01 BOTCERTS Morris & Garritano Insurance Agency, Inc.PO Drawer 1189San Luis Obispo, CA 93406 Megan Chew mchew@morrisgarritano.com Sentinel Insurance Company Ohio Security Insurance Company Oak River Insurance Company Twin City Fire Insurance Company X 4/1/2025 X X X X PRELIMINARY FEE SCHEDULE Town of Los Gatos Updated/Additional Objective Design Standards Budget Worksheet | October 26, 2024 Hours Fee Hours Fee Hours Fee Hours Fee Hours Fee Hours Fee Hours Fee Hours Fee Hours Fee Hours Fee 11AA PPrroojjeecctt IInniittiiaattiioonn MMeeeettiinngg aanndd SSiittee TToouurr 22 $$ 559944 44 $$ 11,,000000 88 $$ 11,,556600 88 $$ 11,,228800 2222 44,,443344 66 $$ 11,,550000 66 $$ 11,,338800 66 $$ 993300 1188 $$ 33,,881100 4400 $$ 88,,224444 11BB AAnnaallyysseess aanndd EEvvaalluuaattiioonn -- $$ -- 44 $$ 11,,000000 2200 $$ 33,,990000 2200 $$ 33,,220000 4444 88,,110000 22 $$ 550000 44 $$ 992200 66 $$ 993300 1122 $$ 22,,335500 5566 $$ 1100,,445500 11CC RReeccoommmmeennddaattiioonnss MMeemmoo 22 $$ 559944 44 $$ 11,,000000 2200 $$ 33,,990000 2200 $$ 33,,220000 4466 88,,669944 -- $$ -- -- $$ -- -- $$ -- -- $$ -- 4466 $$ 88,,669944 44 $$ 11,,118888 1122 $$ 33,,000000 4488 $$ 99,,336600 4488 $$ 77,,668800 111122 $$ 2211,,222288 88 $$ 22,,000000 1100 $$ 22,,330000 1122 $$ 11,,886600 3300 $$ 66,,116600 114422 $$ 2277,,338888 22AA CCoommmmuunniittyy EEnnggaaggeemmeenntt PPrrooggrraamm $$ -- 22 $$ 550000 66 $$ 11,,117700 66 $$ 996600 1144 22,,663300 -- $$ -- -- $$ -- -- $$ -- -- $$ -- 1144 $$ 22,,663300 22BB FFooccuuss GGrroouupp MMeeeettiinnggss ((22)) -- $$ -- 44 $$ 11,,000000 1122 $$ 22,,334400 1122 $$ 11,,992200 2288 55,,226600 88 $$ 22,,000000 1122 $$ 22,,776600 1166 $$ 22,,448800 3366 $$ 77,,224400 6644 $$ 1122,,550000 22CC CCoommmmuunniittyy WWoorrkksshhoopp -- $$ -- 88 $$ 22,,000000 3322 $$ 66,,224400 3322 $$ 55,,112200 7722 1133,,336600 88 $$ 22,,000000 2244 $$ 55,,552200 4400 $$ 66,,220000 7722 $$ 1133,,772200 114444 $$ 2277,,008800 -- $$ -- 1144 $$ 33,,550000 5500 $$ 99,,775500 5500 $$ 88,,000000 111144 $$ 2211,,225500 1166 $$ 44,,000000 3366 $$ 88,,228800 5566 $$ 88,,668800 110088 $$ 2200,,996600 222222 $$ 4422,,221100 33AA WWoorrkkiinngg MMeeeettiinnggss wwiitthh TToowwnn SSttaaffff ((22)) -- $$ -- 22 $$ 550000 88 $$ 11,,556600 88 $$ 11,,228800 1188 33,,334400 66 $$ 11,,550000 88 $$ 11,,884400 88 $$ 11,,224400 2222 $$ 44,,558800 4400 $$ 77,,992200 33BB AAddmmiinniissttrraattiivvee DDrraafftt OODDSS -- $$ -- 44 $$ 11,,000000 3366 $$ 77,,002200 3366 $$ 55,,776600 7766 1133,,778800 22 $$ 550000 66 $$ 11,,338800 88 $$ 11,,224400 1166 $$ 33,,112200 9922 $$ 1166,,990000 -- $$ -- 66 $$ 11,,550000 4444 $$ 88,,558800 4444 $$ 77,,004400 9944 $$ 1177,,112200 88 $$ 22,,000000 1144 $$ 33,,222200 1166 $$ 22,,448800 3388 $$ 77,,770000 113322 $$ 2244,,882200 44AA WWoorrkkiinngg MMeeeettiinnggss wwiitthh TToowwnn SSttaaffff ((22)) -- $$ -- 22 $$ 550000 66 $$ 11,,117700 66 $$ 996600 1144 22,,663300 66 $$ 11,,550000 88 $$ 11,,884400 88 $$ 11,,224400 2222 $$ 44,,558800 3366 $$ 77,,221100 44BB PPuubblliicc RReevviieeww DDrraafftt OODDSS 22 $$ 559944 44 $$ 11,,000000 1166 $$ 33,,112200 1166 $$ 22,,556600 3388 77,,227744 22 $$ 550000 66 $$ 11,,338800 88 $$ 11,,224400 1166 $$ 33,,112200 5544 $$ 1100,,339944 22 $$ 559944 66 $$ 11,,550000 2222 $$ 44,,229900 2222 $$ 33,,552200 5522 $$ 99,,990044 88 $$ 22,,000000 1144 $$ 33,,222200 1166 $$ 22,,448800 3388 $$ 77,,770000 9900 $$ 1177,,660044 55AA PPllaannnniinngg CCoommmmiissssiioonn HHeeaarriinngg ((11)) $$ -- 44 $$ 11,,000000 1122 $$ 22,,334400 1122 $$ 11,,992200 2288 55,,226600 -- $$ -- -- $$ -- -- $$ -- -- $$ -- 2288 $$ 55,,226600 55BB TToowwnn CCoouunncciill HHeeaarriinngg ((11)) -- $$ -- 44 $$ 11,,000000 1100 $$ 11,,995500 1100 $$ 11,,660000 2244 44,,555500 -- $$ -- -- $$ -- -- $$ -- -- $$ -- 2244 $$ 44,,555500 -- $$ -- 88 $$ 22,,000000 2222 $$ 44,,229900 2222 $$ 33,,552200 5522 $$ 99,,881100 -- $$ -- -- $$ -- -- $$ -- -- $$ -- 5522 $$ 99,,881100 11,,550000 $$ -- $$ -- $$ -- $$ 11,,550000 -- $$ 33,,000000 66 $$ 11,,778822 4466 $$ 1111,,550000 118866 $$ 3366,,227700 118866 $$ 2299,,776600 442244 $$ 8800,,881122 4400 $$ 1100,,000000 7744 $$ 1177,,002200 110000 $$ 1155,,550000 221144 $$ 4444,,002200 663388 $$ 112244,,883322 66AA AAddddiittiioonnaall FFooccuuss GGrroouuppss ((ppeerr mmeeeettiinngg)) -- $$ -- 44 $$ 11,,000000 88 $$ 11,,556600 88 $$ 11,,228800 2200 33,,884400 44 $$ 11,,000000 66 $$ 11,,338800 88 $$ 11,,224400 1188 $$ 33,,662200 3388 $$ 77,,446600 66BB EEdduuccaattiioonnaall SSttoorryy MMaapp aanndd SSuurrvveeyy -- $$ -- -- $$ -- -- $$ -- -- $$ -- -- -- 66 $$ 11,,550000 88 $$ 11,,884400 2244 $$ 33,,772200 3388 $$ 77,,006600 3388 $$ 77,,006600 66CC TTeesstt SSiittee FFeeaassiibbiilliittyy AAnnaallyyssiiss//PPrrooffoorrmmaa 88 $$ 22,,337766 2244 $$ 66,,000000 2244 $$ 44,,668800 1166 $$ 22,,556600 7722 1155,,661166 -- $$ -- -- $$ -- -- $$ -- -- $$ -- 7722 $$ 1155,,661166 66DD CCoommmmuunniittyy OOppeenn HHoouussee oonn PPRRDD -- $$ -- 88 $$ 22,,000000 2244 $$ 44,,668800 2244 $$ 33,,884400 5566 1100,,552200 88 $$ 22,,000000 2244 $$ 55,,552200 2244 $$ 33,,772200 5566 $$ 1111,,224400 111122 $$ 2211,,776600 66EE PPCC//TTCC SSttuuddyy SSeessssiioonn ((ppeerr mmeeeettiinngg)) 22 $$ 559944 66 $$ 11,,550000 1166 $$ 33,,112200 1166 $$ 22,,556600 4400 77,,777744 -- $$ -- -- $$ -- -- $$ -- -- $$ -- 4400 $$ 77,,777744 66FF PPCC//TTCC HHeeaarriinngg ((ppeerr hheeaarriinngg)) 22 $$ 559944 44 $$ 11,,000000 1100 $$ 11,,995500 1100 $$ 11,,660000 2266 55,,114444 -- $$ -- -- $$ -- -- $$ -- -- $$ -- 2266 $$ 55,,114444 OOPPTTIIOONNAALL TTAASSKKSS TTAASSKK 55 RREEVVIIEEWW AANNDD AADDOOPPTTIIOONN TTAASSKK 33 AADDMMIINNIISSTTRRAATTIIVVEE DDRRAAFFTT PPrroojjeecctt TToottaall TTaasskk 44 SSuubbttoottaall TTaasskk 55 SSuubbttoottaall TTaasskk 11 SSuubbttoottaall TTaasskk 22 SSuubbttoottaall TTaasskk 33 SSuubbttoottaall DDiirreecctt CCoossttss ((NNoott ttoo EExxcceeeedd)) TTAASSKK 11 PPRROOJJEECCTT IINNIITTIIAATTIIOONN AANNDD AANNAALLYYSSIISS Senior TTAASSKK 22 CCOOMMMMUUNNIITTYY EENNGGAAGGEEMMEENNTT UPP Total TTAASSKK 44 PPUUBBLLIICC RREEVVIIEEWW DDRRAAFFTT $230 TOTAL LWC Principal Project Manager Project Planner UPP Associate LWC Total $297 $250 $195 $160 Director $250 Principal $155 OBJECTIVE DESIGN STANDARDS | TOWN OF LOS GATOS | 37LISA WISE CONSULTING, INC. 38 | TOWN OF LOS GATOS | OBJECTIVE DESIGN STANDARDS LISA WISE CONSULTING, INC. This page intentionally left blank. This page intentionally left blank. SAN LUIS OBISPO SAN FRANCISCO LOS ANGELES LISAWISECONSULTING.COM | 805-595-1345 Agreement for Consultant Services Lisa Wise Consulting, Inc. Page 1 of 6 AGREEMENT FOR CONSULTANT SERVICES THIS AGREEMENT is made and entered into on ___________________ by and between TOWN OF LOS GATOS, a California municipal corporation, (“Town”) and Lisa Wise Consulting, Inc. (“Consultant”), whose address is 983 Osos Street, San Luis Obispo, CA 93401. This Agreement is made with reference to the following facts. I. RECITALS 1.1 The Town desires to engage Consultant to provide Objective Design Standards services. 1.2 The Consultant represents and affirms that it is willing to perform the desired work pursuant to this Agreement. 1.3 Consultant warrants it possesses the distinct professional skills, qualifications, experience, and resources necessary to timely perform the services described in this Agreement. Consultant acknowledges Town has relied upon these warranties to retain Consultant. II. AGREEMENTS 2.1 Scope of Services. Consultant shall provide services as described in that certain Objective Design Standards Consultant Services Proposal sent to the Town on October 26, 2024, which is hereby incorporated by reference and attached as Attachment 1. 2.2 Term and Time of Performance. This contract will remain in effect from Upon Execution to June 30, 2026. Consultant shall perform the services described in this Agreement as follows: Objective Design Standards Consultant Services. 2.3 Compliance with Laws. The Consultant shall comply with all applicable laws, codes, ordinances, and regulations. Consultant represents and warrants to Town that it has all licenses, permits, qualifications, and approvals of whatsoever nature which are legally required for Consultant to practice its profession. Consultant shall maintain a Town of Los Gatos business license pursuant to Chapter 14 of the Code of the Town of Los Gatos. 2.4 Sole Responsibility. Consultant shall be responsible for employing or engaging all persons necessary to perform the services under this Agreement. 2.5 Information/Report Handling. All documents furnished to Consultant by the Town and all reports and supportive data prepared by the Consultant under this Agreement are the Town’s property and shall be delivered to the Town upon the completion of Consultant's services or at the Town's written request. All reports, information, data, and exhibits prepared or assembled by Consultant in connection with the performance of its services pursuant to this Agreement are confidential until released by the Town to the public, and the Consultant shall not make any of the these documents or information available to any individual or organization not employed by the Consultant or the Town without the written consent of the Town before such release. The Town acknowledges that the reports ATTACHMENT 2 Agreement for Consultant Services Lisa Wise Consulting, Inc. Page 2 of 6 to be prepared by the Consultant pursuant to this Agreement are for the purpose of evaluating a defined project, and Town's use of the information contained in the reports prepared by the Consultant in connection with other projects shall be solely at Town's risk, unless Consultant expressly consents to such use in writing. Town further agrees that it will not appropriate any methodology or technique of Consultant which is and has been confirmed in writing by Consultant to be a trade secret of Consultant. 2.6 Compensation. Compensation for Consultant's professional services shall not exceed $189,646 at the rates set forth on page 39 in Attachment 1, Objective Design Standards Consultant Services Proposal, inclusive of all costs. Payment shall be based upon Town approval of each task. 2.7 Billing. Billing shall be monthly by invoice within thirty (30) days of the rendering of the service and shall be accompanied by a detailed explanation of the work performed by whom, at what rate, and on what date. Also, plans, specifications, documents, or other pertinent materials shall be submitted for Town review, even if only in partial or draft form. Payment shall be net thirty (30) days. All invoices and statements to the Town shall be addressed as follows: Invoices: Town of Los Gatos Attn: Accounts Payable P.O. Box 655 Los Gatos, CA 95031-0655 2.8 Availability of Records. Consultant shall maintain the records supporting this billing for not less than three years following completion of the work under this Agreement. Consultant shall make these records available to authorized personnel of the Town at the Consultant's offices during business hours upon written request of the Town. 2.9 Assignability and Subcontracting. The services to be performed under this Agreement are unique and personal to the Consultant. No portion of these services shall be assigned or subcontracted without the written consent of the Town. 2.10 Independent Contractor. It is understood that the Consultant, in the performance of the work and services agreed to be performed, shall act as and be an independent contractor and not an agent or employee of the Town. As an independent contractor he/she shall not obtain any rights to retirement benefits or other benefits which accrue to Town employee(s). With prior written consent, the Consultant may perform some obligations under this Agreement by subcontracting, but may not delegate ultimate responsibility for performance or assign or transfer interests under this Agreement. Consultant agrees to testify in any litigation brought regarding the subject of the work to be performed under this Agreement. Consultant shall be compensated for its costs and expenses in preparing for, traveling to, and testifying in such matters at its then current hourly rates of Agreement for Consultant Services Lisa Wise Consulting, Inc. Page 3 of 6 compensation, unless such litigation is brought by Consultant or is based on allegations of Consultant's negligent performance or wrongdoing. 2.11 Conflict of Interest. Consultant understands that its professional responsibilities are solely to the Town. The Consultant has and shall not obtain any holding or interest within the Town of Los Gatos. Consultant has no business holdings or agreements with any individual member of the Staff or management of the Town or its representatives nor shall it enter into any such holdings or agreements. In addition, Consultant warrants that it does not presently and shall not acquire any direct or indirect interest adverse to those of the Town in the subject of this Agreement, and it shall immediately disassociate itself from such an interest, should it discover it has done so and shall, at the Town's sole discretion, divest itself of such interest. Consultant shall not knowingly and shall take reasonable steps to ensure that it does not employ a person having such an interest in this performance of this Agreement. If after employment of a person, Consultant discovers it has employed a person with a direct or indirect interest that would conflict with its performance of this Agreement, Consultant shall promptly notify Town of this employment relationship, and shall, at the Town's sole discretion, sever any such employment relationship. 2.12 Equal Employment Opportunity. Consultant warrants that it is an equal opportunity employer and shall comply with applicable regulations governing equal employment opportunity. Neither Consultant nor its subcontractors do and neither shall discriminate against persons employed or seeking employment with them on the basis of age, sex, color, race, marital status, sexual orientation, ancestry, physical or mental disability, national origin, religion, or medical condition, unless based upon a bona fide occupational qualification pursuant to the California Fair Employment & Housing Act. III. INSURANCE AND INDEMNIFICATION 3.1 Minimum Scope of Insurance: i. Consultant agrees to have and maintain, for the duration of the contract, General Liability insurance policies insuring him/her and his/her firm to an amount not less than: two million dollars ($2,000,000) combined single limit per occurrence for bodily injury, personal injury, and property damage. ii. Consultant agrees to have and maintain for the duration of the contract, an Automobile Liability insurance policy ensuring him/her and his/her staff to an amount not less than one million dollars ($1,000,000) combined single limit per accident for bodily injury and property damage. iii. Consultant shall provide to the Town all certificates of insurance, with original endorsements effecting coverage. Consultant agrees that all certificates and endorsements are to be received and approved by the Town before work commences. Agreement for Consultant Services Lisa Wise Consulting, Inc. Page 4 of 6 iv. Consultant agrees to have and maintain, for the duration of the contract, professional liability insurance in amounts not less than one million dollars ($1,000,000) which is sufficient to insure Consultant for professional errors or omissions in the performance of the particular scope of work under this agreement. General Liability: i. The Town, its officers, officials, employees, and volunteers are to be covered as insured as respects: liability arising out of activities performed by or on behalf of the Consultant; products and completed operations of Consultant; and premises owned or used by the Consultant. This requirement does not apply to the professional liability insurance required for professional errors and omissions. ii. The Consultant's insurance coverage shall be primary insurance as respects the Town, its officers, officials, employees, and volunteers. Any insurance or self-insurances maintained by the Town, its officers, officials, employees, or volunteers shall be excess of the Consultant's insurance and shall not contribute with it. iii. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the Town, its officers, officials, employees, or volunteers. iv. The Consultant's insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the limits of the insurer's liability. 3.2 All Coverages. Each insurance policy required in this item shall be endorsed to state that coverage shall not be suspended, voided, cancelled, or reduced in coverage or in limits except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the Town. Current certification of such insurance shall be kept on file at all times during the term of this Agreement with the Town Clerk. 3.3 Workers’ Compensation. In addition to these policies, Consultant shall have and maintain Workers' Compensation insurance as required by California law and shall provide evidence of such policy to the Town before beginning services under this Agreement. Further, Consultant shall ensure that all subcontractors employed by Consultant provide the required Workers' Compensation insurance for their respective employees. 3.4 Indemnification. The Consultant shall save, keep, hold harmless and indemnify, and defend the Town its officers, agent, employees, and volunteers from all damages, liabilities, penalties, costs, or expenses in law or equity that may at any time arise or be set up Agreement for Consultant Services Lisa Wise Consulting, Inc. Page 5 of 6 because of damages to property or personal injury received by reason of, or in the course of performing work which may be occasioned by a willful or negligent act or omissions of the Consultant, or any of the Consultant's officers, employees, or agents or any subconsultant. IV. GENERAL TERMS 4.1 Waiver. No failure on the part of either party to exercise any right or remedy hereunder shall operate as a waiver of any other right or remedy that party may have hereunder, nor does waiver of a breach or default under this Agreement constitute a continuing waiver of a subsequent breach of the same or any other provision of this Agreement. 4.2 Governing Law. This Agreement, regardless of where executed, shall be governed by and construed to the laws of the State of California. Venue for any action regarding this Agreement shall be in the Superior Court of the County of Santa Clara. 4.3 Termination of Agreement. The Town and the Consultant shall have the right to terminate this agreement with or without cause by giving not less than fifteen days (15) written notice of termination. In the event of termination, the Consultant shall deliver to the Town all plans, files, documents, and reports, performed to date by the Consultant. In the event of such termination, Town shall pay Consultant an amount that bears the same ratio to the maximum contract price as the work delivered to the Town bears to completed services contemplated under this Agreement, unless such termination is made for cause, in which event, compensation, if any, shall be adjusted in light of the particular facts and circumstances involved in such termination. 4.4 Amendment. No modification, waiver, mutual termination, or amendment of this Agreement is effective unless made in writing and signed by the Town and the Consultant. 4.5 Disputes. In any dispute over any aspect of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees, including costs of appeal. 4.6 Notices. Any notice required to be given shall be deemed to be duly and properly given if mailed postage prepaid, and addressed to: Town of Los Gatos Attn: Town Clerk 110 E. Main Street Los Gatos, CA 95030 Lisa Wise Consulting, Inc. Attn: Lisa Wise 983 Osos Street San Luis Obispo, CA 93401 or personally delivered to Consultant to such address or such other address as Consultant designates in writing to Town. Agreement for Consultant Services Lisa Wise Consulting, Inc. Page 6 of 6 4.7 Order of Precedence. In the event of any conflict, contradiction, or ambiguity between the terms and conditions of this Agreement in respect of the Products or Services and any attachments to this Agreement, then the terms and conditions of this Agreement shall prevail over attachments or other writings. 4.8 Entire Agreement. This Agreement, including all Exhibits, constitutes the complete and exclusive statement of the Agreement between the Town and Consultant. No terms, conditions, understandings or agreements purporting to modify or vary this Agreement, unless hereafter made in writing and signed by the party to be bound, shall be binding on either party. IN WITNESS WHEREOF, the Town and Consultant have executed this Agreement. Town of Los Gatos by: Chris Constantin, Town Manager Date Recommended by: Joel Paulson, Date Community Development Director Consultant, by: Lisa Wise, AICP, President, CEO Date Lisa Wise Consulting, Inc. Approved as to Form: Gabrielle Whelan, Town Attorney Date Attest: Wendy Wood, CMC, Town Clerk Date