HomeMy WebLinkAboutC36320 - Update Econ. Dev Strategic Pln-Natelson Dale Grp, Inc. CONTRACT NO. C36320
CITY OF PALM DESERT
ECONOMIC DEVELOPMENT
STAFF REPORT
REQUEST: AWARD OF CONTRACT TO THE NATELSON DALE GROUP, INC,
IN THE AMOUNT NOT TO EXCEED $97,030•FOKTHE UPDATE OF
THE ECONOMIC DEVELOPMENT STRATEGIC PLAN
SUBMITTED BY:: Ruth Ann Moore, Economic Development Manager
DATE: July 13, 2017
ATTACHMENT: Contract No, C36320
Recommendation
By Minute Motion that the City Council:
1. Approve the award of contract to The Natelson Dale Group,;lnc. (TNDG) in the
amount not to exceed $97,030 for work and expenses associated with the
update of the Economic Development Strategic Plan (EDSP):
2. Authorize the Mayor,to execute the agreement and allow.the City Attorney to
make non-substantive changes.
Funds are available in the Fiscal Year 2017-2018 Economic Development
Budget and will be attributed to Professional - Other Administration, Account
No. 1104430-4 09000.
Backsiro€ad
The City of Palm Desert's most recent EDSP was approved ;In 2012,. Since that date;
several new economic development _ concepts have been approved that require
incorporation into the update of the City's EDSP. These items include the newly adopted
General Plan, the new development concepts for the City Center, San Pablo corridor and
the University area. In addition, as part of the recently approved'City Manager Performance
Evaluation Goals, the City Council identified the following goal:
* Update the 2012 EDP for the City of Palm Desert, including an assessment of, and
strategies for, the future viability of high-end.retail shops on El Paseo.
Staff Report
Award of Contract to the Natelson Dale Group, Inc.
Page 2 •
July 13, 2017
Discussion
Staff issued a Request for Proposals (RFP) for a consultant to prepare a high-quality
comprehensive update to the City's EDSP. As part of the update, the consultant will look at
specifo strategies to address the future viability of the city's high end retail shops on El
Paseo, as well as other key areas of the city that require evaluation to create a balanced
and diverse economy for the community. The update to the EDSP aims to develop specific
economic development goals, strategies and an implementation plan with the following
components::
1. Review and analysis of existing demographic and socioeconomic data, labor
force characteristics, sales tax revenue and other key economic data.
2. Preparation of key demographic trends and forecasts, social factors, economic
factors and financial indicators for inclusion into the strategic plan. This task
should include preparation of a market segmentation of the city's
retaiUcommercial and industrial sectors.
3. Provide understanding and consensus of the city's primary strengths,
weaknesses, opportunities, and threats (SWOT analysis) that directly impact
economic competitiveness.
4. Preparation of a customized, locally based economic development strategy
setting forth goals and objectives for taking advantage of the opportunities and
solving the economic development.challenges of the area, including suggested
activities, projects and programs to implement objectives,and goals set forth in
the strategy.
5: Create an implementation plan that identifies issues/items that require action in
both the short and long-ter}. Specific issues to be studied include but are not
limited to:
a. Recommendations on light industrial, office, and retail commercial centers —
! whether or not to preserve existing square footage, increase, or decrease.
Include geographic locations for focus.
b. Research and analysis of mobile services — current practices and impacts on
local brick-and-mortar businesses and strategies to leverage. them to bring
business into the city.
c. Preparation of business attraction and retention strategies incorporating
results from Palm Desert's SWOT analysis.
Staff Report
Award of Contract to the Natelson Dale Group, Inc.
Page 3
July 13, 2017
d. Preparation of performance measures with timelines that wilt be used to
evaluate whether or not and to what extent plan goals and objectives have
beer, or are being met.
Nine proposals were received and reviewed by a subcommittee consisting of economic
development, community development, and marketing staff and the Public Information
Officer, along with Joe Wallace from the Coachella Valley Economic Partnership. The
proposals were evaluated on the following criteria:
▪ Demonstration of understanding of the service required
• Prior experience €n performing similar projects
• Qualification of the consultant & assigned project staff
• Overall project design & methodology/approach
• Timeline for project completion
• Description of work product
The top three companies were chosen to complete an interview with the original
subcommittee, Mayor Pro-Tem Jahnathan, City Councilwoman Kelly and the City Manager.
From those interviews, The Naterson Dare Group, Inc, (TNDG) was chosen to recommend
an award of contract to the City Council.
TNDG will use their experience and project team to complete the following:
• Background research and technical analysis by the consultant team;
• An inclusive and highly-interactive stakeholder engagement process;
• Close coordination with City staff and City Council throughout the planning effort;
and preparation of an action-oriented strategic plan that reflects Palm Desert's
unique development opportunities as identified by the technical studies, stakeholder
consensus on priorities, and the team's familiarity with contemporary best practices
for local economic development.
The result will be an implementation plan with broad-based community support and
practical implementation guidance for City staff when working with the attraction, retention
and expansion of business in the city.
The consultants' estimated time for the project is 570 hours and a five-month process that
will culminate in public presentations of the EDP to both the City Council and the
community.
The response by the committee and references for TNDG were very positive, therefore,
staff recommends the award of contract to TNDG.
Staff Report
Award of Contract to the Natelson Dale Group, Inc.
Page 4
July 1 ; 2017
Proposal Costs
Candidates were asked to submit separately their cost for the project and are listed as
follows:
• 10. Inc. - -$110,000
• Better City - $99,510
• The Natelsori Dale Group $97,030
• Thomas Miller& Associates $88,560
• BAE Urban Economics $70,675
• RS $71,615
• Willdan $67,920
• Toyer Strategic Consulting $50,075
• Building Communities $4 ,850
Fiscal Impact
By .reallocation of line items in the Economic Development operating budget, funding is
available in the Fiscal Year 2017-2018. The project is important to establish new goals for
future efforts in economic development for the City. The project will work with the newly
updated General Plan to form programs for the attraction, expansion and retention of
busEness in Palm Desert.
Submitted by: Department Head:
...F.-7.4-9e--
uthAnn oo a Martin Alvarez
Economic Development Manager Director of Economic Development
Approved: Reviewed by:
alClilLirLe
E auriAylaian J pore
City Manager Director of Finance
CONTRACT NO. C36320
CITY OF PALM DESERT
PROFESSIONAL CONSULTANT SERVICES AGREEMENT
1. PARTIES AND DATE.
This Agreement is made and entered into this 13 day of July, 2017, by and
between the City of Palm Desert, ("City') a municipal corporation, organized under the
laws of the State of California, with its principal place of business at 73-510 Fred
Waring Drive, Palm Desert, California, 92260 and The Natelson Dale Group,
Inc.,("Consultant") a corporation located in the State of California with its principal place
of business at 24835 E. La Palma Avenue, Suite i, Yorba Linda, CA 92887 City and
Consultant are sometimes individually referred to herein as „Party,; and collectively as
"Parties."
2. RECITALS.
2.1 Consultant.
Consultant desires to performperfomi and assume responsibility for the provision of
certain professional economic development consulting services required by the City on
the terms and conditions set forth in this Agreement. Consultant represents that it is
experienced in providing professional economic development consulting services to
public clients, is licensed in the State of California, and is familiar with the plans of City.
2.2 Project.
City desires to engage Consultant to render such professional economic
development consulting services for the ity's Economic Development Strategic Plan
project ("Project") as set forth in this Agreement.
3. TERMS.
3.1 Scope of Services and Term.
3,1,1 General _Scope of Services. Consultant promises and agrees to
furnish to the City all labor, materials, tools, equipment, services, and incidental and
customary work necessary'to fully and adequately supply the.professional economic
development services consulting services necessary for the Project ("Services"). The
Services are more particularly described in Exhibit "A" attached hereto and incorporated
herein by reference. All Services shall be subject to, and performed in accordance with,
this Agreement, the exhibits attached hereto and incorporated herein by reference, and
all applicable local, state and federal taws, rules and regulations.
CONTRACT NO. C36320
3.1.2 Term. The term of this Agreement shall be from July 13, 2017 to
February 28, 2017, unless earlier terminated as provided herein. Consultant shall
complete the Services within the term of this Agreement, and shall meet any other
established schedules and deadlines.
3.2 Responsibilities of Consultant.
3.2.1 Independent Contractor; Control and Payment of Subordinates. The
Services shall be performed by Consultant or under its supervision. Consultant will
determine the means, methods and details of performing the Services subject to the
requirements of this Agreement. City retains Consuttant on an independent contractor.
basis and not as an employee. Consultant retains the right to perform similar or different
services for others during the term of this Agreement. Any additional personnel performing
the Services under this Agreement on behalf of Consultant shall also not be employees of
City and shall at all times be under Consultant's exclusive direction and control. Neither
City, nor any of its officials, officers, directors, employees or agents Shall have control over
the conduct of Consultant or any of:Consultant's officers, employees, or agents, except as
set forth in this Agreement. Consultant shall pay all wages, salaries, and other amounts
due such personnel in connection with their performance of Services under this
Agreement and as required by law. Consultant shall be responsible for all reports and
obligations respecting such additional personnel, including, but not limited to: social
security taxes, income tax withholding, unemployment insurance,.disability insurance, and
workers' compensation insurance.
3.2,2 Schedule of Services. Consultant shall perform the Services
expeditiously, within the term of this Agreement, and in accordance with the Schedule of
Services set forth in Exhibit "13" attached hereto and incorporated herein by reference.
Consultant represents that it has the professional and technical personnel required to
perform the Services in conformance with such conditions,. in order to facilitate
Consuitant's conformance with the Schedule, City shall respond to Consultant's submittals
in a timely manner. Upon request of City, Consultant shall provide a more detailed
schedule of anticipated performance to meet the Schedule of Services.
3. .3 Conformance to Applicabie Requirements. All work prepared by
Consultant shall be subject to the approval of City.
3.2.4 Substitution of Key Personnel. Consultant has represented to City that
certain key personnel will perform and coordinate the Services under this Agreement.
Should one or more of such personnel become unavailable, Consultant may substitute
other personnel of at least equal competence upon written approval of City. In the event
that City and Consultant cannot agree as to the substitution of key personnel, City shall be
entitled to terminate this Agreement for cause. As discussed below, any personnel who fail
or refuse to perform .the Services in a manner acceptable to the City, or who are
determined by the City to be uncooperative, incompetent, a threat to the adequate or
timely completion of the Project or a threat to the safety of persons or property, shall be
promptly removed from the Project by the Consultant at the request of the City. The key
personnel for performance of this Agreementis : Roger A. Dale, Managing Principal
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CONTRACT NO. C36320
3.2.5 itv's Representative. The City hereby designates Ruth Ann Moore,:
Economic Development Manager, or her designee, to act as its representative in all
matters pertaining to the administration and performance of this Agreement ("City's
Representative"). Consultant shall not accept direction. or orders from any person other
than the City Manager, City's Representative or their designee. City's Representative shall
have the power to act on: behalf of the City for review and approval of all products
submitted by Consultant, but not the authority to enlarge the scope of work or change the
total compensation due to Consultant under this Agreement. The City Manager shall be
authorized to act on City's behalf and to execute all necessary documents which increase
the scope of work or change the Consultants total compensation, subject to the provisions
contained in Section 3.3 of this Agreement.
3.2.6 Consultant's Representative. Consultant hereby designates Roger A.
Dale, Managing Principal, or his designee; to act as its representative for the performance
of this Agreement ("Consultant's Representative"). Consultant's Representative shall have
full authority to represent and act on behalf of the Consultant for all purposes under this
Agreement. The Consultanfs Representative shall supervise and direct the Services,
using their best skill and attention, and' shall be responsible for all means, methods,
techniques, sequences, and procedures and for the. satisfactory coordination of all
portions of the Services under this Agreement.
3.2,7 Coordination of Services. Consultant agrees to work closely with City
staff in the performance of Services and shall be available to City's staff, consultants and
other staff at all times.
3.2.8 Standard of Care; Performance of Employees. Consultant shall
perform all Services under this Agreement in a skillful and competent manner; consistent
with the standards generally recognized as being employed by professionals in the same
discipline in the State of California. Consultant represents and maintains that it is skilled in
the professional calling necessary to perform the Services. Consultant warrants that all
employees and subconsultants shall have sufficient skill and experience to perform the
Services assigned to them. Finally, Consultant represents that it, its employees and
subconsuitants have all licenses, permits, qualifications and approvals that are legally
required to perform the Services, . and that such.. licenses and approvals shall be
maintained throughout the term of this Agreement. As provided for in the indemnification
provisions of this Agreement, Consultant.shall:perform at'its' n cost and expense and
without reimbursement from the City, any services necessary to _correct errors or
omissions which are caused by the Consultants failure to comply with the standard of care
provided for herein. Any employee of the Consultant or its sub-consultants who is
determined by. the City to be uncooperative, incompetent, a threat to the adequate or
timely completion of the Project, a threat to the safety of persons .or property, or any
employee who fails or refuses to perform the Services in a mannr acceptable to the City,
shall be promptly removed from the Project by the ConsUltant and shall not be
re-employed to perform any of the Services or work on the Project.
3.2.9 Laws and Regulations, Consultant shall keep itself fully informed of
and in. compliance with all local, state and federal laws, rules and regulations in any
manner affecting the performance of the Project or the Services, including all Cal/OSHA
requirements; and shall give all notices required by law, Consultant shall be liable for all
CONTRACT NO. C36320
violations of such laws and regulations in connection with Services. If Consultant performs
any work knowing it to be contrary to such laws, rules and regulations, Consultant shall be
solely responsible for all costs arising therefrom,. Consultant shall defend, indemnify and
hold City, its officials, directors, officers, employees, agents, and volunteers free and
harmless, pursuant to the indemn icatian provisions of this Agreement, from any claim or
liability arising out of any failure or alleged failure to comply with such laws, rules or
regulations,:
3.2.10 Insurance,
Consultant shall not commence work under this Agreement until,it has provided evidence
satisfactory to the Cy that it has secured all 'insurance required under this section. In
addition, Consultant shall not allow any subconsultant to commence work on any
subcontract until it has provided evidence satisfactory to the City that the subconsultant
has secured all insurance required under this section.
Without limiting Consultant's indemnification of City, and prior to commencement of Work,
Consultant shall obtain, provide 'and maintain at its awn expense duririg the term of this
Agreement, policies of insurance of the type and amounts described below and in a form
satisfactory to City.
General Liability insurance: Consultant shall maintain commercial general liability
insurance with coverage at least as broad as Insurance Services Office form CO 00 01, in
an amount not less than $1,O00,000 per occurrence, $2,000,000 general aggregate, for
bodily injury, personal injury, and property damage, including without limitation, blanket
contractual liability:. Defense costs shall be. paid in addition to the limits. The policy shall
contain no endorsements or provisions limiting coverage for (1) contractual liability; ( )
cross liability exclusion for claims or suits by one insured against another; or'( ) contain
any other exclusion contrary to the Agreement.
}
Automobile Liability Insurance; Consultant shall maintain automobile insurance at least
as broad as insurance Services Ofce.form CA 00 01 covering bodily injury and property
damage for all activities-of the Consultant arising out of or in connection with Work to be
performed under this Agreement, including coverage,for any awned, hired, non-owned or
rented vehicles,; in an amount not less than $1,000,000 combined single limit far each
accident.
Professional Liability f Errors & Omissions) Insurance: Consultant shall maintain
professional liability insurance that covers the Services to be performed in connection with
this Agreement, in the minimum amount of $1,000,OOO per claim and in the aggregate,
Any policy inception date, continuity date, or retroactive date must be before the effective
date of,this agreement and Consultant agrees to maintain continuous coverage through a
period no less than' three years after completion of the Services required .'by this
agreement. Covered professional services shall specifically include- all work to be
performed under. the Agreement and delete any exclusions that may potentially affect the
work to be performed (for example, any exclusions relating to lead, asbestos, pollution,
testing, underground storage tanks, laboratory analysis, soil work, etc.). If coverage is
written on a claims-made basis, the retroactive date shall precede the effective date'of the
initial Agreement and continuous coverage will be maintained ar an extended reporting
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CONTRACT NO, C36320
period will be:.exercised for 'a period of at least three (3) years from termination or
expiration of this Agreement.
Workers' Compensation Insurance: Consultant shall maintain Workers'. Compensation
insurance (Statutory Limits) and Employer's Liability Insurance (with limits of at least
1,000,00D). Consultant shall submit to City, along with the certificate of insurance, a
Waiver of Subrogation endorsement- in favor of the. City of Palm Desert,, its officers,
agents, employees and.volunteers,
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Other provisions or requirements
Insurance for Subconsultants:. All Subconsultants shall be included as additional
Insureds under the Consultant's policies, or the Consultant shall be responsible for
causing Subconsultants to purchase the appropriate insurance in compliance with the
terms of these Insurance Requirements, including adding the City as an Additional Insured
to the Subconsultant's policies. Consultant shall provide to City satisfactory evidence as
required under Insurance Section of this Agreement.
Proof of Insurance: Consultant shall provide certificates of insurance to City as evidence
of the :insurance coverage 'required herein, along with a waiver of subrogation
endorsement for workers' compensation. insurance certificates and endorsement must be
approved by City's Risk Manager prior to commencement of performance:The'certificates
and endorsements for each insurance policy shall be signed by a person authorized by
that insurer to bind coverage on its behalf. Current certification of insurance Shari be kept
on file with City at all times during the term of this contract. City reserves the right to
require complete, certified copies of all required insurance policies, at any time.
Duration of Coverage Consultant shall procure and maintain for the duration of the
contract insurance against claims for'injuries to persons or'damages to. property, which
may arise from or in connection with the performance of the Work hereunder by
Consultant, their agents, representatives, employees or subcansultants..
City's Rights of Enforcement: In the.event any policy of insurance required under this
Agreement does not comply with these specifications or is canceled and not replaced, City
has the right but not the duty to obtain the insurance it deems necessary and any premium
paid by City Will be promptly reimbursed by Consultant or City will withhold amounts
sufficient to pay premium from Consultant payments. Alternatively,. City may cancel this
Agreement. -
Acceptable insurers: All insurance policies shall be issued by an insurance company
currently authorized by the insurance Commissioner to transact business of Insurance in
the State: of California, with an assigned policyholders' Rating of A- (or higher) and
Financial Size Category Class VI (or larger) in accordance with the latest edition of'Bes#s
Key Rating Guide, unless otherwise approved by the City's Risk Manager,
Waiver of Subrogation: All insurance coverage maintained or f)rccured pursuant to this
agreement shall be endorsed to waive subrogation against the City.of Palm Desert,, its
erected or appointed officers, agents, officials, employees and volunteers or shall
specifically allow Consultant or others providing insurance evidence in compliance with
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CONTRACT NO. C363 0
these specifications to waive their right of recovery prior to a loss. Consultant hereby
waives its own right of recovery against the City of Palm Desert, and shall require similar
written express waivers and;insurance clauses from each of its subconsultants.
Enforcement_of Contract Provisions (Non Estoppel}; Consultant acknowledges and
agrees that any actual or alleged failure on the part of the City to inform Consultant of non-
compliance with any requirement imposes no additional obligations on the City nor does it
waive any rights hereunder.
Primary and Non-Contributing Insurance: All insurance coverages shall be primary and
any other insurance, deductible, or self-insurance maintained bjr the indemnified parties
shall not contribute with this primary insurance. Policies shall contain or be endorsed to
contain such provisions.
Requirements Not Limiting: Requirements of specific coverage features or limits
contained in this Section are not intended as a limitation on coverage, limits or other
requirements, or a waiver:of:any coverage normally provided by any insurance. Specific
reference to a given coverage feature is for purposes of clarification only as it pertains to a
given issue and is not intended by any party or insured to be all inclusive, or to the
exclusion of other coverage, or a waiver of any type.
Notice of Cancellation:.Consultant agrees to oblige its insurance agent or broker and
insurers to provide: to City with a thirty (30) day notice of cancellation (except for
nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for
each required coverage.
Additional insured Status: General liability, Automobile Liability, and if applicable,
Pollution Liability, policies shall provide or be endorsed to provide that the City of Palm
Desert and its officers, officials, employees, and agents shall be additional insureds with
regard to liability and defense of suits or claims arising out of the performance of the
Agreement, under such policies. This provision shall also apply to any excess liability
policies.
City's Right to Revise Specifications: The City reserves the right at any time during the
term of the contract to change the amounts and types of insurance required by giving the
Consultant ninety (90) days advance written notice of such change. If such change results
in substantial additional cost to the Consultant, the City and,Consultant may renegotiate
Consultant's compensation.
Self-Insured Retentions.:.Any self-insured retentions must be declared to and approved
by City. City reserves the right to require that self-insured retentions be eliminated,
lowered, or replaced by a deductible, Self-insurance will not be:considered to comply with
these specifications unless approved by City,:
Timely Notice of Claims: Consultant shall give City prompt and timely notice of claims
made or suits Instituted;that arise out of or result from Consultant's performance under this
Agreement, and that involve or may involve coverage under any of the required liability
policies.
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CONTRACT NO. C36320
Safety: Consultant shall execute and maintain its work so as to avoid injury or damage to
any person or property.. in carrying out its Services, the Consultant shall at all times'be in
compliance with all applicable local, state and federal laws, rules and regulations, and
shall exercise all necessary precautions for the safety of employees appropriate to the
nature of the work and the conditions under which the work is to be performed, Safety
precautions, where applicable, shall include, but shall not be limited to: (A) adequate life
protection and lifesaving equipment and procedures; (B) instructions in accident
prevention for all employees and subconsultants, such as safe walkways, scaffolds, fall
protection ladders, bridges, gang planks, confined. space procedures, trenching and
shoring, equipment and other safety devices, equipment and wearing apparel as are
necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities
for the proper inspection and maintenance of all safety measures.
Additional Insurance: Consultant shall also procure and maintain, at its own cost and
expense, any additional kinds of insurance, which in its own judgment may be necessary
for its proper protection and prosecution of the work.
3.3 Fees and Payments.
3.3.1 Compensation. Consultant shall receive -Compensation, including
authorized reimbursements, for all Services rendered under this Agreement at the rates
set forth in Exhibit "B" -attached hereto and incorporated herein by reference. The total
compensation shall not exceed Ninety Seven Thousand and Tliirfy Dollars ($97,030,009
without authorization of the City Council or City Manager, as applicable, per the Palm
Desert Municipal Code. Extra Work may be authorized, as described below, and if
authorized, will be compensated at the rates and manner set forth in this Agreement,
3.3.E Payment of Compensation, Consultant shall submit to City a Monthly
invoice which indicates work completed and hours of Services .rendered by Consultant.
The invoice shall describe the amount of Services provided since the initial
commencement date, or since the start of the subsequent billing periods, as appropriate,
through the date of the invoice. City shall, within thirty (30) days of receiving such invoice,
review the invoice and pay all non-disputed and approved charges thereon. if the City
disputes any of Consultant's fees, the City shall give written notice to Consultant within
thirty (30) days of receipt of an invoice of any disputed fees set forth therein.
3.3,3 Reimbursement for Expenses. Consultant shall not be reimbursed for
any expenses unless authorized in writing by City, or included in Exhibit "fl" of this
Agreement.
3.3.4 Extra Work. At any time during the term of this Agreement, City may
request that Consultant perform Extra Work. As used herein, "Extra Work" means ,any
work which is determined by City to be necessary for the proper completion of the Project,
but which the Parties'did not reasonably anticipate would be necessary at the execution of
this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without
authorization from the City Council or City Manager, as applicahie per the Palm Desert
Municipal Code.
3.3.6 Rate increases. In the event that this Agreement is renewed pursuant
to Section 3.1.2, the rate set forth in Exhibit "B" may be adjusted each year at the time of
renewal as set forth in Exhibit "B."
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CONTRACT NO,. 363 0
3.4 Accounting Records.
3.4 1 Maintenance and Inspection, Consultant shall maintain complete and
accurate records with respect to all costs and expenses incurred under this Agreement. Afl
such records shall be clearly identifiable. Consultant shall allow a representative of City
during normal business hours to examine, audit, and make transcripts or copies of such
records.and any other documents created pursuant to this Agreement.. Consultant.sha!F
allow inspection of'all work, data, documents, proceedings, and activities related to the
Agreement for a period of three (3) years from the date of final payment under this
Agreement..
3.5 Genera I Provisions.
3.5.1 Termination of Agreement.
3.5.1.1 Grounds for Termination. City may, by written notice to
Consultant, terminate the 'whole or any part of this Agreement.at any time and.without
cause by giving written notice to Consultant of such termination, and specifying the
effective date thereof, at least seven (7) days before the effective date of such termination.
Upon termination, Consultant shall be compensated only for those services which have
been adequately rendered to City, and Consultant shall be entitled to no further
compensation. Consultant may not terminate this Agreement except for cause.
3,5.1.2 Effect of Termination. If this Agreement is terminated as
provided herein, City may require Consultant to: provide ali finished or unfinished
Documents and Data and other 'information of any kind prepared by Consultant .in
connection with the performance of Services under this Agreement. Consultant shall be
required to provide such document and other information within fifteen (15) days of the
request.
3.5,1.3 Additional Services, In the event this Agreement is
terminated in whole or in part as provided herein, City may procure, upon such terms and
in such manner as it may determine appropriate, services similar to those terminated.
3,5.2. Delivery of Notices. All notices permitted or required under this
Agreement shall be given to the respective parties:at the following address, or at such
other address as the respective parties may provide in writing for this purpose:
Consultant: The Natelson Dale Group, Inc.
24835 E. La Palma Avenue, Suite
Yorba Linda, CA 9 887
ATTN: Roger A. Dale, Managing Principal
City: City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, CA 900
ATTN: Ruth Ann Moore, Econoixiic Development
Manager
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CONTRACT NO. C36320
Such notice shall be deemed made when personally delivered or when mailed,
forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and
addressed to the party at its applicable address. Actual notice shall be deemed adequate
notice on the date actual notice occurred, regardless of the method of service.
3.5.3 Ownership of.Materials and Confidentially.
3,5.3.1 Documents & Data; Licensing of Intel]e ual Pro e .
This Agreement creates a non-exclusive and perpetual license for City to. copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other Intellectual
property embodied in plans, specifications, studies, drawings, estimates; and other
documents or works of authorship fixed in any tangible medium of expression, including
but not limited to, physical drawings and data magnetically or otherwise recorded on
computer diskettes, which are prepared or caused to be prepared by Consultant under this
Agreement-("Documents & Data"). Consultant shall require ail subconsultants to. agree in
writing that City is granted a non-exclusive and perpetual license for any Documents &
Data the subconsultant prepares under ,this Agreement. Consultant represents and
warrants that Consultant has the legal right to license any and all Documents &. Data.
Consultant makes no such representation and warranty in regard to Documents & Data
which were prepared' by design professionals other than Consultant or provided to
Consultant by.the City.,City shall not be limited in any way in its use of the Documents &
Data at any time, provided that any such use not within the purposes intended by this
Agreement shalt be at Cit 's sole risk.
3,5.3.2 Confidentialitv. All ideas, memoranda, specifications,
plans, procedures, drawings, descriptions, computer program data, input record data,
written information, .and other Documents & Data either created by or provided to
Consultant in connection with the performance of this Agreement shall be held confidential
by Consultant. Such materials shalt not, without the prior written consent of City, be used
by Consultant for any purposes other than the performance of the Services..Nor shall such
materials be disclosed to any person or entity not connected with the performance of The
Services or the Project. Nothing furnished to Consultant which is otherwise known to
Consultant or is generally known, or has become known, to thelrelated industry shall be
deemed confidential. Consultant shall not use City's name or insignia,.photographs of the
Project, or any publicity pertaining to the Services or the Project 'in any magazine, trade
paper, newspaper,:television or radio production or other similar Medium without the prior
written consent of City,
3:5.4 ooceration; Further_Acts. The Parties shall fully cooperate with one
another, and shall take. any additional acts or sign any additional documents as may be
necessary, appropriate, or convenient to attain the purposes of this Agreement.
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CONTRACT NO, C36320
3.5.5 Attorney's Fees..If either party commences an action against the other party,.either
legal, administrative or otherwise, arising out of or in connectionwith this Agreement, the
prevailing party in such litigation shall be entitled to have and recover from the losing party
reasonable attorney's fees and all other costs of such action.
3.5.8 Indemnification.
3,5.6.1 Scone of Indemnity. To the fullest extent
permitted by law, Consultant shall defend, indemnify and hold the City, its directors,
officials, officers, employees, volunteers and agents free and harmless from any and all
claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any
kind, in law or equity, to property or persons, including wrongful death, in any manner
arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful
misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or
agents in connection with the performance of the Consultant's Services, the Project or this
Agreement, including without limitation the payment of all consequential damages, expert
witness fees and attorneys fees and other related costs and expenses: Notwithstanding
the foregoing, to the extent Consultant's Services are subject to Civil Code Section
2782,8, the above indemnity shall be limited, to the extent required by Civil Code Section
2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or
willful misconduct of the Consultant,
3.5,6,2 Additional Indemnity Obligations. To the fullest extent
permitted by law, Consultant shall defend, with counsel of City's choosing and at
Consultant's own cost, expense and risk, any and all claims, suits, actions or other
proceedings'of every kind covered by Section 3.5.8.1 that may be brought or instituted
against City or its directors, officials, officers, employees, : volunteers and agents.
Consultant shall pay and satisfy any judgment, award or decree that-may be rendered
against City or its directors, officials, officers, employees, volunteers and agents as part of
any such claim, suit, action or other proceeding. Consultant shall also reimburse City for
the cost of any settlement paid by City or its directors, officials, officers, employees,
agents or volunteers as part of any such claim, suit, action or. other°proceeding. Such
reimbursement shall include payment for ity's.attorney's fees and costs, including expert
witness fees. Consultant shall reimburse City and its directors, officials, officers,
employees, agents, and/or volunteers, for any and all legal expenses and costs incurred
by each of them in connection therewith or in enforcing the 'indemnity herein provided,
Consultant's obligation to indemnify shall not be restricted to'insurance proceeds, if any,.
received by the City, its directors, officials officers, employees, agents, or volunteers.
3.5.7 Entire Agreement. This Agreement contains the entire Agreement of
the parties with respect to the subject matter hereof, and supersedes all prior negotiations,
understandings or agreements, This Agreement may only be modified by a writing signed
by both parties.
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CONTRACT NO. C36320
3.5,8 Governing Law. This Agreement shall be governed by the laws of the State of
California. Venue shall be in.Riverside County,
3,5.9 Time of.Essence, Time is of the essence for each and every provision
of this Agreement.
3.5.10 Ci s Right tomglor Other Consultants,. City reserves the right to
employ other consultants in connection with this Project.
3.5.11 Successors and_Assidns. This Agreement shall be binding an the
successors and assigns of the parties.
3.5.1 Assignment or Transfer. Consultant shall not assign, hypothecate, or
transfer, either directly or by operation of law,. this Agreement or any interest herein
without the prior written consent of the City. Any attempt to do so shall be null and void,
and any assignees, hypothecates or transferees shall acquire no right or interest by
reason of such attempted assignment, hypothecation or transfer.
3.5.13Construction: References. Captions. Since the Parties or their agents
have participated fully in the preparation of this Agreement, the language of this
Agreement shall be construed simply, according to its fair meaning, and not strictly for or
against any Party. Any term referencing time, days or period for performance shall be
deemed calendar days and not work days. All references to Consultant include all
personnel, employees, agents, and subconsultants of Consultant, except as otherwise
specified in this Agreement. All references to City include its elected officials, officers,
employees, agents, and volunteers except as otherwise specified in this Agreement. The
captions of the various articles and paragraphs are for.convenience and ease of reference
only, and do not define, limit, augment, or describe the,scope, content, or intent of this
Agreement.
3.5.14 Amendment; Modification, Na supplement, modification, or
amendment of this Agreement shall be binding unless executed in writing and signed by
both Parties.
3.5.15 Waiver. No waiver of any default shall constitute'a waiver of any other
default or breach, whether of the same or other covenant or condition. No waiver, benefit,
privilege, or service voluntarily given or performed by a Party shall give the other Party any
contractual rights by.cLrstom, estoppel, or otherwise,
3.5116 No Third-Party Beneficiaries. There are no intended third party
beneficiaries of any right or obligation assumed by the Parties,
CONTRACT NO. C36320
15.17lnvalidity_ everability. If any portion of this Agreement is declared invalid,
illegal, or otherwise Unenforceable by a court of competent jurisdiction, the remaining
provisions'shall continue in full force and effect.
3.5.18 Prohibited Interests. Consultant maintains and warrants that.it has not empioyed
nor retained any company or person, other than a bona fide employee working solely for
Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not
paid nor has it agreed to pay any company or person, other than.a bona fide employee
working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or
other consideration contingent upon or. resulting from the award or making of this
Agreement. For breach or violation of this warranty, City shall have the right to rescind this
Agreement without liability. For the term of this Agreement, no member, officer or
employee of City, during the term of his or her service with City, shall: have any direct
interest in this Agreement, or obtain any present or anticipated material benefit arising
therefrom.
3.5.19 Equal Opportunity Employment. Consultant-represents that it is are
equal opportunity employer and if shall not discriminate against any subconsultant,
employee or applicant for employment because of'race, religion, color, national origin,
handicap, ancestry, sex, or age, Such non-discrimination shall include, but not be,limited
to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or
recruitment advertising, layoff or termination.
3,5,20 Labor- Certification. By its signature hereunder, Consultant certifies
that it is aware of the provisions of Section 3700 of the California Labor Code which
requires every employer to be insured against liability for Workers Compensation, or to
undertake self-insurance in accordance with the provisions of that Code and agrees to
comply with such provisions before commencing the performance of the Services.
3.5.21 Authority to Enter A.reernent. Consultant has all requisite power and
authority to conduct its business and to execute, deliver, and perform the Agreement.
Each Party warrants that the individuals who have+ signed this Agreement have the legal
power, right, and authority to make this Agreement and bind each respective Party.
3.5,22 Countercarts. This Agreement may be signed in counterparts, each of
which shall constitute an original.
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CONTRACT NO. C36320
3.6 Subcontracting.
3.6.1 Prior Appal-ova! Rehr aired, Consultant shall not subcontract any portion
of the work required by this!Agreement, except as expressly stated herein, without prior
written approval of City. _Subcontracts, if any, shaft contain a provision snaking them
subject to all provisions stipulated in this Agreethent.
CITY OF PALM DESERT THE NATELSON DALE GROUP, INC.
By: _ By;
Jars .•Harnik, Mayor Roger A. Daley Managing Partner
ATTEST; ATTEST:
By:. By:
City Clerk Cathy Dale, Secretary
APPROVED AS TO FORM:
By: _
Best Best &. Krieger LLP
City Attorney
13
EXHIBIT "A"
SCOPE OF SERVICE CONTRACT N . 333
0 ...' Exhibit "A"
II CONTRACT NO. C36320
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ECONOMIC DEVELOPMENT -STRATEGIC PLAN
w Submitted to:
PALM DESERT, CALIFORNIA
' SUBMI1TED BY:
$ k T H E NATELSON D A L € G R O U P , INC .
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a Primary Contact: Roger Dare
R Email:daIetnaxe1sondale.com
` May23,2017
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CONTRACT NO. C363 0
II
L. COVER LETTER
• 'The Natelson Da!e Group,Inc. •
24835 E. La Palma Avenue,Suite I
'Irwin Linda, CA 9288'7
(714) 692-9596 phone / (714)692-9597 fax
kw.f:ttri .F,tti:Klt.rrpttil
May 23,2017
#7374
Mr. Martin Alvarez
Director of Economic Development
City of Palm Desert
73-510 Fred Waring Drive
Palm Desert,California 92260
Re: Proposal to prepare Economic Development Strategic Pfan 2017
Dear Mr.Alvarez:
in response to your solicitation, The Natelson Dale Group, Inc. is extremely pleased to submit this
proposal to prepare an Economic Development Strategic Plan for the City of Palm Desert, Our
proposal team brings together the full range of technical expertise,local familiarity, and strategic
orientation necessary to effectively complete this challenging assignment,
The Natelson Dale Group, Inc. (TNDG) is a national economic development and real estate
consulting firm established in southern California in 1974. Our practice focuses largely on the
planning and implementation of business retention/expansion/attraction programs.TN€]G is a
"boutique"firm not only in terms of size but also in terms o€philosophy and approach. In this
regard, the firm's principal personally manages every contract and maintains primary contact with
the client.As our references will attest, exceptional responsiveness to the unique needs of each
client is a hallmark of our approach.
TNDG has completed numerous assignments in the Coachella Valley,including market studies for
commercial development projects Palm Desert Palm Springs, Cathedral City;Desert HotSprings,
P P � ► F,s� t11,
La Quinta,Coachella, Indio, and the unincorporated County area.The firm has also completed
economic development strategic plans for•the City of Coache/la and the Agl is Caliente Tribe.(Please
PROPOSAL- ECONOMIC OEVELOPMEJT STRATEGIC PLAN FOR THE(IVOFPALMDESERT.CALIFORNIA
Tee ri t''son •
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11..EXPERIENCE OF THE FIRM CONTkACT NO. C36320
- The Natelean Dale Group, Inc.(TND )brings exceptional experience in ethnomic development'
•
strategic planning to this assignment. From this work,TNDG has developed nationally recognized
V expertise in the fc+llowirng key areas: 1)Target industry strategies arid Cluster Development,2)
' Eb Retail Gap/Leakage Analysls and Tenant Recrultrnent Strategies, 3) Integrat#on of Economic
15 Development with Workforce Development,and 4)Structuring of Local and Regional Economic
I, Development Partnerships.The firm's work often invfllves direct linkages between a community's
15 industry attraction plans and its real estate development potentials. In this regard,the TNDG
Team has a strong understanding both of.local real estate markets and of the larger regional
t• economic trends that drive demand for commercial and industrial land use.
13 An abbreviated listing ofTNDGIS relevant project experience.ls provided as follows:
r) Economic yf c Dee opment Strategies -
•
Counties. _ Cities
Guilford County(North Carolina) ' Anaheim
Kern County Arvin
Lorimer County(Colorado) Burbank
Osceola County (Florida) Canyon take
P San Bernardino Coachella
0 SanJoaquin County Compton
O Ventura County Escondido
Yuma Cour ty(Arizona) — Fresno
Indian Tribes Garland (Texas)
t) Agua Caliente (Palm Springs) KylE(Texas)
b Cahullla (Riverside County) Los Angeles
D Yavapi-Apache(Arizona) Ontario
San Francisco
Simi Valley.
Stockton
G Tracy
Ventura . .
Multi-state Region -
,Tri-cities Area of Northeast Tennessee/Southwest Virginia
D
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I
t PROPOSAL- ECONOMIC DEVELOFNIENT STRATEGIC FLAN FaRTHE CITY OF PAW DESERT,CALIFORNIA
76.:Ndt?t f' D.s1= Glare inc. Tear,
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CONTRACT NO. C315320
b •
Project: Target industry Study& Economic Development Strategic Plan for City of
•Kyle,TX
Project Value; •$74,490 - _.
Description: TND5 completed a detailed Economic Development Strategic Plan, including
a target Industry analysis, for the City of Kyle.The Plan focuses an leveraging
1§. the City's strategic location along 1-35 between Austin and San Antonio,A
key theme of the Plan is to position the.City as a•destination for regional
visitors and higher-value economic activities..The Plan provides a framework
for re-organizing the s Economic Development Tourism Board;and for
re-assessEng the City's partnerships with several regional economic.
.development organizations.
Client Contact: Ms. Dianna Blank-Torres
Economic DeveroOment Director
City of Kyle,TX
(512)262.3926
oacit of Ie.carn
Client Address: 1017 W.Center Street, K le,TX 7E640
Dates: February 2015—September 2015
He Personnel: Roger Dale,Joe McClure Alan Levenson,Joe Collins
Project: I Target Industry Analysis&Economic Development Strategic Plan for
City of Stockton,CA
Project V alue: $99310
Description: The TNDG Team completed a detailed Economic Develdprnent Strategic Plan
for the City of Stockton, California.The Plan provides a comprehensive
blueprint for the City's economic development programming as part of en
lb
overall restructuring of the municipal government.The jilanhing process
'Included extensive interaction with a range Of public and private partner
organizations that will have critical roles in implementing the strategy.. .
Client Contact: Janice Miller —
Deputy Director, Economic Development Department
City of Stockton, CA
(209)937.8862
are.rriiF1acstocktongov.com _
Client Address: 425 N. El Dorado Street,Stockton,CA 95202 _ •
Dine 1014-November'2014 -
Key Persarinei: IRoger Dale,loe McClure,Alan Levy sort
1 -
-PROPOSAL EcoNoroic DEVELOPMENT STRATEGIC PLAN FOR THE CITY OF PALMDE5Ek7,CALIFORN1A
T e..�L'btV50n.Da �''-roup inc.
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CONTRACT NO. C36320
III. VERVIE /EXE UTIVE SUIVIN1ARY
TN DG is submitting this proposal based on the relevant experience of our project team,which
includes first-hand perspectives on the'unique attributes of Palm Desert and the surrounding
Coachella Valley and southern California regions.
Our overall approach to the assignment will include a balanced mix of:•
Background research and technical analysis by the consultant team;
An inclusive and highly-interactive stakeholder engagement process;
Cose coordination with City staff and decisionmakers (Planning Commission and City
Council) throughout the planning effort; and
Preparation of art action-oriented strategic plan that reflects Palm Desert's unique
development opportt nYtles(as identified by the technical studies), stakeholder consensus
on priorities, and our team's Intimate familiarity with contemporary best practices for
local economic development.
The result of this comprehensive and very transparent process will be an implementation Plan
with broad-based cornmunitysupport,a high "comfort level"for:decisfonmakers, and practical
implementation guidance for City staff.
Our proposed Work Plan is described in.detail in Section IV'of This proposal.The table below
sumrriarixes key features/components'of each major task group:
Task Group(per RFP) f Key Features ofTNDG's Work Scope
Review aid analysis of existing Project kickoff meeting
demographic and sociaeconom c data, Review of all relevant existing
labor farce characteristics,sales tax documents
revenue and other key economic data. Compilation of detail databases to he
- — - used in subsequent tasks
B. Detailed analysts of key demographic Business/industry sector analysis(to
trends andforecastsl social factors, identify target industry clusters)
economic factors and financial indicators Real estate demand forecasts(retail,
for inclusion in the strategic plan, office, R&D, industrial)
PROPOSAL- ECONOMIC DEVELOPMENT STRATEGIC PLAN FOA THE CITY OF PALM DESERT,CALIFORNIA
The Keel sop 6-le Greup laic.Teams
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CONTRACT NO. C36320
IV# DETAILED WORK PLAN
Project management tearn
TNDG would assign the following team members to this project(complete resumes are in
Appendix[A):
Roger A. Dale, Managing Principal of THEM, will serve as Protect Director for the
assignment. In this capacity, he will be responsible for.primary client liaison, day-to-day
completion of work assignments and products,and coordination of the overall project team.Mr.
Dale will serve as the lead presenter/facilitator at all public meetings for the assignment. Mr. Dale
has been a project manager with TNDG for 29 years and managed TNDG's work on all of the
previous TN DG projects listed in this proposal. He received his B.A. cum !Jude in Economics from
Claremont McKenna College in Claremont, California and also holds a master's degree in Resource
and Environmental Economics from the University of California at Riverside.
Joseph E. McClure, Senior Associate of TNTii11303,will be a principal participant
throughout the process,participate In the stakeholder outreach program,'and have a key role in
integrating the various technical analyses into.a comprehensive strategic plan document.Mr.
McClure has more than 35 years'experience In economic consulting,Including a substantial focus
on economic development strategic planning and community revitalization.Joe has an M.S.in
Urban Planning from the University of Arizona and completed additional post-graduate work in
economic geography at UA.He has a R.S.In Architecture from the University of uncinnati,
Alan Levenson, Senior Associate of TNDG, will provide data analysis to support the
derriograthlc,SWOT and business sector/consumer demand analyses. Mr.Levenson has been
involved in a number of economic development strategic plans and target industry studies
completed by TND , including previous projects in Escondido, Stockton, Tracy,Ventura,Simi
Valley,Yuma (Arizona), Fresno, Kern County, Burbank, and Greensboro (North Carolina). Mr.
Levenson joined TNDG 17 years ago after receiving his B.A. with honors in Economics and Political
Science from the University of California at Riverside. Mr. Levenson's undergraduate studies
Included additional coursework in applied mathematics related to economic analysis. He also
holds a Master's in Business Administration degree, with a concentration in Real Estate Finance,
from UCLA's Anderson School of Management.
rt
Joseph Collins, Research Associate of TDM, will support the project team with
data analysis and GIS mapping.Mr. Collins has worked on a variety of economic development
projects throughout California and Arizona. His divers prpfessional career has provided him with
the opportunity to work on a number of projects for Various non-profit,private, and public
r
entities that have facilitated community planning, local development,and regional economic
PROPOSAL. ECONOMIC DEVELOPMENT STRATEGIC FLAN FOR THE CITY OF PALM D€SERT,CALIFORNIA
The NatoIson C'v�e GuL
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CONTRACT NO. C36320
* Dean Runyon Associates(tourism data)
Where appropriate, demcgraphic`and economic data will he evaluated at multiple levels of
geography(city,county,and state) to allow for comparison of local conditions to reference-area
benchmarks.
Meetings end Deliverables for Task Group A:
Meeting: Kickoff h+leetIng with City Staff
Deliverable: Memorandum summarizing key data sets compiled for the assignment
8. Detailed analysis of key demographic trends and forecasts,social factors,economic factors
and flnancfal Indicators for Inclusion in die strategic Tan.
�.- As detailed below,TN DG proposes addressing this task in two major components:
} • A business,Ondustry sector analysis to identify specific Industries/clusters that would offer
strong potentials for high-quality economic growth in Palm Desert;and
• A consumer demand/real estate marketis to forecait demand for new
any --
commercial and industrial development in the city,
B.I Business Sector Analysis(identification of target industries clusters). The target industry
analysis would include the following steps:
. Identify and review documentation for;county-level and regional industry targeting efforts
(e.g., Coachella Valley Economic Partnership) potentially relevant to Palm Desert.
2. Complete city-level "cluster"analysis to identify candidate industries for Palm Desert.This
analysis will include the following step,;
4 a. Compile detailed data (GAigit NAlCS code level) on current and recent historic
employment in the City.
b. Evaluate the City's comparative strengths relative to the larger Coachella Valley
and southern California regions, utilizing standard economic analysis techniques
such as location quotient analysis,shift-share analysis,and trade flow analysis.
, c. Evaluate Gity rs linkages to relevant regional industry clusters.
PROPOSAL• ECONOMIC DEVELOPMENT STRATEGIC PLAN FOR THE CITY OF PALM DESERT,CALIFORNIA
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CONTRACT NO. C36320
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• Growth in assessed valuation
Meetings and Deliverables for Task Group, B:
Meeting: Meeting to review draft reports for tasks B.1 and B.2
Deliverables:, Summary report(draft and final)for Business/industry Sector Analysis
5 Summary report(draft and final)for Consumers Demand/Real Estate Market
Analysis
C. Facilitate stakeholder understanding and consensus regarding the City's primary strengths,
weaknesses,opportunities and threats(SWOT analysis)that directly impact economic
competitiveness.
The SWOT analysis will he based in part on direct input from the local business community and
other key stakeholders.As such, the SWOT process will be closely coordinated with the initial
stages of the community engagement effort. Consistent with the sequence of tasks listed in the
City's RFP, the community outreach program is described at the end of the work scope (under
Task F.1 below).However,the actual timing of community outreach activities will be phased
throughout the overall assignment.
C SWOT Analysis.TNDG will conduct a strength-weakness-opportunity-threat(SWAT)analysis
relative to Palm Desert's potentials for quality economic growth.The SWOT analysis will reflect
the following information sources:the-baseline data compiled In Tasks A.1 andA.2;the extensive
awn munity engagement process conducted for the strategic plan(described under Task F.1
below); and the consultant's longstanding knowledge of economic development "best practices.'
The SWOT review will consider the following issue categories:
■ Geographic setting
Proximity to larger economic regions
■ Demographic makeup(existing and projected)
• Workforce availability and skill levels
* Education system(including the CSU campus)
• Existing economic base (i.e.,mix of industry types)
• Existing land use_conditions and available land for development/redevelopment
m Infrastructure conditions and capacity
■ Housing availability and affordability
■ Quality of life i •
• Community image
} PROPOSAL ECONOMIc DEVELOPMENT STRATEGIC PLAN OR THE CITY OF PALM DESERT.CAUFORNIA
Th,=Nr:&Sor+ Croup =aw,.
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CONTRACT NO. C36320
Crea tart of an implementation pion that identifies issues/Items which require action in the
short or long terra.
The TNDG Team will integrate the findings and strategic implications from all preceding tasks into
a coinpreherisive Economic Development strategic Plan (EDP)for Palm Desert.The Plan will
provide a detailed blueprint for the City's economic development programming,with both short-
term (2.year) and longer-term(5-year) recommendations for attracting,strengthening, and
sustaining the identified set of target industries and implementing other strategies,The
implementation Plan will be organized in terms of the following elements:
C. A Real Estate Development/Marketing Strategy, including specific recommendations for light
industrial,office and retail commercial centers (i,e., whether or not to preserve, increase or
decrease existing square footages based on anticipated market demand).These
recommendations would be location-specifiic and oriented to key "opportunity sites" (or other
•subareas) identified during the course of the planning process:The retail development
recommendations will Include specific strategies for leveraging the impacts of"mobile
services' (Le.,the use of mobile devices to conduct online purchases)to pinpoint evolving
5 back-and-mortar business opportunities.
A Business Retention/Expansion/Attraction Strategy reflecting the specific industry clusters
and market segments identified In the technical analyses.The target industry strategy will
include the following components:
• Specific recruitment goals and objectives.
• Workforce development strategies oriented to the needs of the priority industry
clusters.
• Recommendations regarding physical infrastructure improvements and other
"capacity buildinr issues relevant to the targeted industry clusters.
• Recommended marketing framework for a cluster-based strategy.
• Recognition of existing and potential strategic partnerships with regional economic
development entities(e.g.Coac]iella Valley Economic Partnership, etc.)..
+ Strategics for supporting and encouraging entrepreneurship and innovative
activities within targeted industry clusters.
*:• Specific Recommendations for Leveraging.Key City Projects e.g.One Eleven Development
Code and University Neighborhood Specific Plan)within the City's overall development and
business attraction efforts.
*:• A strategy to address Other Foundational Elements, Including: 1) recommendations regarding
physical infrastructure Improvements and other capacity buildiing" issues affecting the
y PROPOSAL- ECONOMIC DEVELOPMENT STRATEGIC PLAN FOR THE MY OF PALM DESERT,CALIFORN I
The NazzrEon Orr2 5row•nc i F �1
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CONTRACT NO. C36320
initial technical studies; and (b)TNDG would facilitate a workshop to get the stakeholders'
preliminary ideas on key issues, constraints and opportunities affecting Palm Desert's
economic development potentials.
. ■ Summit Meeting#2 would occur after completion of the Economic Development
Background Report (Task C.2).At this meeting INDG would present a preliminary strategic
framework for the plan and then facilitate a workshop to get stakeholder input on
potential implementation strategies.
r • Summit Meeting 113 would occur near the end of the process. At this meeting TNDG would
review the Draft EDSP(which would be circulated to the stakeholders in advance of the
meeting)and will get feedback from the stakeholders regarding: (a) prioritization of the
specific strategies included in the plan, and (b)designation of"lead entities" (i.e.,specific
City departments and/or external"partner"organizations)for each Implementation
strategy.
Note:Although the City's RFP calls for up to two "community visioning" workshops,we are
recommending a total of three workshops. Based on TNDG's experience with other communities,
the summit concept(as outlined above) works most efficiently if spaced over three meetings.
.However,if the City would prefer to limit the process to two meetings, the concept could readily
be modified,
Meetings: Three (3) "Summit" workshops as specified above facilitated by the TNDG team
(with at feast two team rnernber5 participating as facilitators).
F 2 Consultant Interaction with City Sty Economic Development Team and City Council. As part
of this process,.TNDG would lead the following formal meetings (in addition to the three Summit
workshops outlined above);
• 'Project kickoff meeting with City staff(Task A.1)
• Meeting to review draft reports for Tasks B.i and 8.2
.• Meeting to reviewidraft of Economic Development Background Report
• Meeting to review draft EDSP
• Briefing with City's Economic Development Team
5 • Facilitation of at least two (2) meetings and/or study sessions with City Council to discuss
findings and present the draft and/or final EDSP
PROPOSAL.- ECO NOW DEVELOPMENTSTRATE(!CPLAN FOR THE CITY OF PALM DESERT,CALIFORNIA
Tr-N3 ':5^r1 C'?Ge Grasp in;. J warn
19
■
P CONTRACT NO..0 B tiic Personnel hours
P The table below shows the estimated hours for,each assiglted tearn.rnember by Maier task.
' . . . w7a�m�kV @@ ; • I McClure Ll�v�r`son Collies I/+_
v _ �...._; -
- _ oi[ o r=Terre± ct ltii .�: .sr4�:�:. a s
Di it Revieif rind analyeis of r i+ 7
•1
!f r4 1
Total.
+ '
5
)
4
). a
55
Y} y
f ~
}
• • 4 1 * •
1
.PROPOSAL- ECONOMIC DEVELOPMENT STRATEGIC PLAN FOR THE CITY OF PALM DESERT,CALIFORNIA
21
CONTRACT T NO. C36320
i`
I N '
Development
M Final Report:
Client Contact: I
Janice miner
Deputy Director;Economic Development Department
City of Stockton, CA
(209) 7.88fi2
*
'a plqe II lersdistocktorn
L Dates: Jude 2014-November zo14 — J
Project: Target Industry Analysis & Comprehensive Economic Development Strategy
CEDS for City of Escondido CA
Descr€ tion: See ■ro'ect description in Section II of pro■oat.
Final Report: h :ICtivww.escorxdido.omiData/Sit 1/media[ usinesslCorn�rehensi
VeEcorlrntcDevetopme tStrategv.adF
Client Contact: Michelle Gel ler
Economic Development Mana er
CI of Escondido CA
760)839-4587
rn eller a ondido.or
Dates: January 2012—July 2012 (TNDG is currently completing a 2017 update of the
City CE*R5)
PROPOSAL- ECONOMIC DEVELOPMENT STRATEGIC PLAN FOR THE CITY OF PALM DESERT,CALIFO N fA
Trtiv Nat ser ..NPg rr!,3Ltr.nC.TESn-.
2.3
9
CONTRACT NO. C3 3 0
APPENDIX A - RESUMES
Roger Dale— Managing Principal, TNDG
Ipt Project Role:Mr. Dare will serve as?relied Manager for the assignment. in this capacity, he will
be responsible for primary client liaison,day-to-day completion of work assignments and
ie products; and coordination of the overall project team. Mr. Dale will serve as the lead
presenter/facilitator at key public meetings for the assignment. Mr. Dale has been a project
manager with TNDG for,29 years and managed INDG's work on the previous TINDG projects listed
in this proposal
sit
Experiences Roger Dale has been affiliated with The Nate fSon Dale Group, Inc. [TNDG)since 198E
and currently serves as the flab's managing principal. His background encompasses the fields of
real estate development, economic development, regional economic analysis,environmental and
land use policy,financial forecasting, and renewable energy. His project experience with TNOG
° includes preparation of regional-scale economic development strategic plans{including a number
of U.S. EDA-approved CEOS documents), real estate market forecasting,demographic research
and modeling,fiscal impact analysis, cost/benefit assessment, redevelopment,business
retention/attraction,and workforce development program assessments,
Over the past 20 years, a significant focus of Mr. Dale's work has been on the development of
cluster-based economic and workforce development strategies. In this regard, he has managed
industry cluster analyses and developed related retention/expansion/attraction plans for the
following clients: the cities of Anaheim, Los Angeles, and Burbank, and San Buenaventura,
California;the County of Kern, California;the County of Yuma, Arizona;the High Desert Regional
Economic Development Authority(San Bernardino County,California);the Forward Greensboro
(North Carolina) Economic Development Partnership; theTri-Cities (Tertnessee/Virginia) Economic
Develop-rnent Alliance;the County of Osceola, Florida;the County of Larimer, Colorado; and the
cities of Garland and kyle, Texas..
Reflecting his longstanding interest in sustalnability issues, he serves On the Board of the Roberts
Environmi entai Center—a leading publisher Elf global climate change research and the nation's
foremost analyst of corporate sustainability reporting, He has recently completed feasibility
studies and related economic development strategies for Solar energy projects In California,
Arizona and China. He has prepared more than 50 economic analyses as part of environmental
impact reports.
Education. Mr. Dare received his B.A.cum raude in Economics from Claremont McKenna College
i In Claremont, California. He also holds a master's degree in Resource and Environmental
} Economics from the University of California at Riverside.
• I 4
PROPOSAL- ECONOMIC DEVELOPMENT STRATEGIC PLAN FOR THE CITY OF PALM DESERT,CAL/FORNIA
Tr'e fkirFtson D-r=Croup ir+.t.Ts,r-
25
CONTRACT NO. C36320
Alan Levenson—Senior Associate,TNDG
. Project Role: Mr. Levenson will lead the data compilation processes and will provide technical
support to the process of preparing the summary reports.
Experience;Mr. Levenson brings to The Natelson Dale Group, Inc.an academic background in
economic theory with particular emphasis on economic development. Prior to joining the firm,
Mr. Levenson spent two years as a research consultant for NEMESIS (Nuclei] de Estudos Madelos
Espaciais istr micos),which Is a research network dedicated to the study of systemic spatial
models of the Brazilian economy.
A significant focus of Mr. Levenson's work at TNOG has been on preparing regional economic
impact analyses for a wide range of projects.Among others,these projects have included a major
regional health care facility in Riverside, CA, a technology and education parkin Tustin, CA, a
business park in Victorville, CA, and a highway construction interchange project in Pima County,
AZ.These analyses have involved modeling various projects'short-term (construction-phase) and
permanent(annually recurring)benefits to the regional economy.The benefits have been
summarized by estimating a project's impact on total gross output,value added,earnings, and
employment in the region.As part of this work, Mr. Levenson has experience with the major
economic Impact modeling software packages, including the Bureau of Economic Analysis's
Regional Input-Output Modeling System (RIMS)and the IMPLAN program.
Mr.Levenson has managed the preparation of a number of regional economic development
plans,with a particular focus on industry"cluster" strategies..This work has involved a wide range
of activities:from performing quantitative/statistical analysis to more qualitative analysis,
Including conducting rnurriarous interviews witII key players or potential clusters, Mr. Levenson
has participated in industry{luster.studies for the followingr!ients: the Forward Greensboro
} (North Carolina) Economic Development Partnership, the Tri-Ctles Tennessee Cluster study
(Tennessee),the Yurna Private Industry Council(Arizona), and the City of San Buenaventura
1 (California).
Mr. Levenson also has a significant amount of experience in fiscal impact analyses,-retail market
analyses,and real estate development'feasibikity analyses.
Education:Mr. Levenson joined TNDG 17 years ago, after receiving his B.A.with honors in
Economics and Political Science from the University of California at Riverside. Mr, Levenson's
undergraduate studies included additional courseworlc in applied mathematics related to
economic analysis. He also holds a Master's in Business Administration degree, with a
concentration in Real Estate Finance,froth UCLA's Anderson School of Management.
In addition to the projects listed in the previous section that identifies work history for the last 36
months,Alan Levenson has also been a participant in the follofollowingTNDG projects:
PROPOSAL. ECONOMIC DEVELOPMENT STRATEGIC PLAN FOR THE CM(OF PALM DESERT,CALIFORNIA
T ne N3tei or DDP-: SET-1,10 1-C `e?:
27
CONTRACT NO. C36320
APPENDIX B - RELEVANT PROJECT EXPERIENCE
- Ventura County, Califorrmia; Econornic Vitality Strategic Plan 120 it TN DU is currently finalizing •
preparation of an Economic Vitality Strategic Plan for the County of Ventura.As part of.the
• planning effort;TNDG has facilitated a series of economic vitality."sumniit"•meetings involving
over 60 stakeholders engaged in local economic development programming.
1 t
r
Werner County(Fort Collins}, Colorado: Eton,• ,.•c Development Asset Assessment (Z016).°TNDG
has just completed a comprehensive assessment of the public, private and institutional"assets"
that influence Lorimer County's economic development potentials.The assessment is Intended to
identify existing strengths that can be better ieveraged as well as existing gaps In Infrastructure
and service provision that warrant future investment by the County.The assessment will provide
the framework for a long-range economic development vision and strategy for the County.
Stockton, California: Economic Development Strategic Plan (2015),The TNDG team completed a
detailed Economic Development Strategic Plan for the City of Stockton, California:The Plan
provides a comprehensive blueprint for the City's economic development programming as part of
5 an overall restructuring of the municipal government.The planning process Included extensive
Interaction with a range of.public and private partner organizations that will have critical roles In
implementing the strategy.Given the City's across-the-board efforts to reposition itself
economically,the Plan encompasses a broad range of topics Including infrastructure,economic
L.
• incentives, development streamlining,neighborhood revitalization,visitor amenities,housing
5 diversification, retail tenant recruitment,target industry attraction and entrepreneurial
development.
■ Vurria county,Arizona:Manufacturing Development Strategy(2O15), The TNDG Team prepared
} a strategic plan for Yuma County for the Investing in Manufacturing Communities Partnership
} (IMCP) program.This work included a manufacturing-focused target industrial analysis;
infrastructure assessment; Substantial stakeholder outreach; and development of a
comp rehensive Action Plan.•The 'planning iorooess involved extensive coordination with the
County,four cities (three in Arizona and one In Mexico);two universities, a community college,
•
the county-level Workforce Investment board, and various private organizations involved In
county-level economic development(Economic Development Corporation, Manufacturers
Association, and Chamber of Commerce).
(Greater Austin),Teas: Economic Development strategic plan 70151.'TNDG has just
completed a detailed Economic Development Strategic Plan,.including a target Industry analysis,
for the City of Kyle.The Plan focuses on leveraging the City's strategic location along 1-35 between.
Austin and San Antonio.A key theme of the Plan is to position the City,as a destination for
regional visitors and higher-value economic activities.The Plan provides a framework for re-
PaCPOSAL- ECONOMIC DEVfLOPM ENT STRATEGICPLAN FOR MECITY or PALM DESERT,CALJ ORN 4
rrie Nvtllson D:I?Lr�LR Inc. T4Jr1
29
CONTRACT NO. C36320
r
Sa quinCoun California; Comprehensive Economic De relor rnent.Stratew 2010 .TNDG
prepared a Comprehensive Economic Development Strategy (CEDS) document for San Joaquin
County. In addition to writing the CEDS document,TNDG was responsible for facilitating the CEDS
■ Strategy Committee (as required by the U.S. Economic Development Administration).•TNDG also
coordinated extensively with the individual cities in the County to define an Integrated economic
development strategy and to Identify and rank candidate projects for EDA funding.As part of the
technical)background research for the CEDS,TNDG completed a county-wide target
industry/clusteranaiysis.
•
Los Angeles, California: Economic Development Strategy r Solar LA Oa9).TNDG was retained
by the Los Angeles Department of Water and Power in 2009 to generate a Strategic Action Plan to
expand solar-industry activity in Los Angeles.The work was part of LADWP's mission to
implement the Solar LA plan.The objective of the Strategic Action Plan is to leverage the
Investment associated with Solar LA to develop a solar industry cluster in Los Angeles and
maxirrnize the creation of cleantech jobs.
Northeast Tennessee/Southwest Virginia: Target emst Anal sls 2006 .The TNDG team
completed an industry cluster analysis for the TO-Cities Economic Development Alliance.The
purpose of the study-was to identify target industries/dusters for this 10-county region in
•
Northeast Tennessee/Southwest Virginia.
Anaheim.California: Industry Corativr Anal ysis_arid Attraction Strategy I20051. TNDG
developed a comprehensive marketing program for the City of Anaheim conjunction with a
national communications firm,TN DG's work focused on assessing Anaheim's strengths as they
relate to Industrial attraction and identifying specific industry dusters which the City should
emphasize in Its marketing efforts.TNDG's recommendations included a special focus On mufti-
{ media and high technology firms.
Ventura,California. Business Plan for"Eco Indus-Ur industrial Park(20031. TNDG completed a
feasibility study and business plan for the development of an eco-industrial park(EiP) in the Oty
of San Buenaventura,The intent of the program was to attract"eco industrial's users to major
Brownfield sites previously occupied with abandoned oil production facilities..
The National and Regionai Directory of Targeted Growth fndurics fzoLINDG published The
Notional and Regional Directory of Targeted Growth Industries, an economic development
resource publication.This research involved review and summarization of several hundred
}, economic development strategic plans and industry trends analyses from throughout the U.S,
FROPOSA3.- ECONOMIC DEVELOPMENT STRATEGIC PLAN FOR THE CITY OF PALM DESERT,CALIFORNIA
Tie f son Cale 1,:. T a,
} 31,
CONTRACT NO, C36320
EXHIBIT "B"
COMPENSATION
•
•
Exhibit "B" CONTRACT NO, C36320
Cost Proposal
City of Palm Desert— Economic Development Strategic Plan 2017
The Natelson Dale Group, Inc: (TNDG)
May 23, 2017
TNDG would complete the proposed scope of work fora total fixed fee of$97,030(NINETY-SEVEN
THOUSAND AND THIRTY DOLLARS);including all professional fees and associated expenes.Consultant
hours by major project component are estimated as folFows:
Iii• iiiheillinlHutIyrates==•!, A- "! o5i5.
.- E Halo .j 1L ' ti !t
_ _ .- . ; eCIuFe;L .ev nsun n[lins1 — -
1 prtc'SaVee.flerrrent .7_ irs' .� .- " .77 . .:
A: Review a nd analysis n er)s#fir+g data _4 T 4 . _24 AI] 9.9fi0
B., Detailedona1ysis(business sector/fndustry analysis- 40 hO BM60 45,8 0
.C. SWOTanaiysisand&anomicOeyelapnen#
and commercialffr�dlrstrioirecfi estate demand) I _
_ •
24 24 12
4 $1�,350
Background Report
D&E Mb5Pondlmplernarntation Plow 40 24 r--_ 2 -�-- 8 116,120
F: Meetings CornimihityEngagement. 50 - 12. : -;1 171,290
-- -� _ i - I _
CSub-totals .1 1.5111 132 1. 168 112 P $94,,530
Expenses:
Travel(ranee Data
etc.) . y . I $5pp
--� - � . --;—.--, 52,00ID
1Total Cost k I ! R I $97,030