HomeMy WebLinkAboutItem No. 11 PSA DMG EconomicsText File
City of Lake Elsinore 130 South Main Street
Lake Elsinore, CA 92530
www.lake-elsinore.org
File Number: ID# 17-709
Agenda Date: 7/10/2018 Status: Consent AgendaVersion: 1
File Type: AgreementIn Control: City Council / Successor Agency
Agenda Number: 11)
Page 1 City of Lake Elsinore Printed on 7/5/2018
REPORT TO THE CITY COUNCIL
TO:Honorable Mayor and Members of the City Council
FROM:Grant Yates, City Manager
DATE:June 26, 2018
SUBJECT:Professional Services Agreement withDevelopment Management Group,
Inc.to Provide Consulting Services
Recommendation
Approve and authorize the City Manager to execute a professional services agreement with
Development Management Group, Inc.(“DMG Economics”)to provide economic development
professional consulting services to the City of Lake Elsinore for the period of FY 2018/2019
through FY 2020/2021,in afinal formapprovedby the City Attorney.
Background
Beginningin April2014, the City of Lake Elsinore engaged Development Management Group,
Inc. (AKA DMG Economics) to provide specific economic development professional services
related to market research, retail recruitment and serving as a project ombudsperson. In June
2015 the City of Lake Elsinore engaged DMG Economics under a three (3) year contract to
provide said services under a retainer agreement.
Since beginning first entering a contract with the City, Development Management Group, Inc.
assisted in the following economic development priorities:
1.Served as a project ombudsman on the proposed Wal-Mart project. The project is now
fully entitled. The project plans have been submitted for approval and the 3rd Street
Flood Control project is at bid. Construction is slated to begin in the 3rd quarter of 2018
with Wal-Mart opening in September2019.
2.Represented the City at ICSC-Las Vegas and Western Regional ICSC (San Diego and
Los Angeles). We have both hosted various brokers, developers and retailers and
participated in 20+ meetings at each event. This has led to severaldeveloper and
retailer relationships that have manifested themselves in new businesses in the City of
Lake Elsinore (or under construction). These include: Peninsula Retail Partners Central
Plaza, Marshall’s, ULTA, Skechers, Panera, Starbucks, Pieology, Aldi, Chick-Fil-A.
Development Management Group, Inc.
June 26, 2018
Page 2
3.Participated as an economist in the evaluation of Alberhill Villages Specific Plan. Our
work helped the City successfully negotiate a development that is (at least) revenue
neutral versus the original proposal that would have put significant financial strain on the
City.
4.Generated a Long-Term Economic Development Strategic Plan that addresses retail,
office, industrial and residential.
5.Completed Retail and Hotel Market Analysis that has been used by various developers
and retailers (along with hoteliers) to make investment decisions (some of the users
have included Diamond Indoor Sports, Civic Partners, Lake Elsinore Outlets, La Quinta
Inn & Suites)
6.Created Annual Market Demographics and Retail Market Opportunity that is used by
retailers, brokers and developers (distributed via email, hardcopy and at special events).
7.Working with City Attorney and Administration, formed new JPA and negotiated
agreements with SMER Research 1, LLC for the City of Lake Elsinore to take advantage
of fixed pricing for electricity purchases (20-year agreement). Project is currently under
construction.
8.Leading negotiations with six (6) landowners and developers in the La Strada area to
reach agreement for a Road and Bridge Benefit District (RBBD) and related
Development Agreements (in process).
9.Leading negotiations with industrial developer to bring new manufacturing operation to
Lake Elsinore on former RDA property (in process).
Discussion
In working with DMG Economicsover the four (4) years, it is apparent they have the expertise,
contacts, organizational, marketing and salesmanshipskills necessary to continue to drive
economicinvestment into the City of Lake Elsinore. Below is a synopsis of what they will
continue to provide under the proposed agreement:
1.DMG Economicsshall have professional and functional responsibility for the implementation
of the Economic Development Strategic Plan during the period of the contract proposed.
2.During the time that the Plan is being generated, DMG Economicsshall continue to serve as
a project ombudsman for Wal-Mart, Proposed New Car Dealership, Central Plaza and
others as they are submitted to the City.
3.DMG Economicsshall continue to follow-up regardingdevelopment and retail leads
(generated at ICSC, Retail Live, ACRE and organically within the City/community).
4.DMG Economicsshall coordinate with the Lake Elsinore Chamber of Commerce to provide
appropriate professional support to assist them with franchise recruitment. Said support
may include general and specialized market studies, providing contacts and assisting with
an understanding of project financing.
Development Management Group, Inc.
June 26, 2018
Page 3
5.Demographic research for the City of Lake Elsinore and the surrounding market area.
6.Retail market opportunity analysis for the City of Lake Elsinore and the surrounding market
area.
7.Produce an ongoing electronic marketing campaign (specific to retailers, developers and
industrial/office users)
8.Customized research for companiesthat the City of Lake Elsinore is targeting for location,
expansion and/or relocation.
9.DMG Economicspresentations to business prospects (retail, commercial and industrial) in
support of efforts to attract additional investment into the community.
10.Economic, employment and/or fiscal impact analysis of proposed development projects to
properly provide information to the residents, businesses, council members and staff within
the City of Lake Elsinore.
11.Preparation for and represent of City of Lake Elsinore at industry trade-shows including the
International Council of Shopping Centers (ICSC) Las Vegas International and Western
Regional Conference(s).
12.Generate customized market research for a variety of industries (in addition to retail, which
is specified above).
13.Project management and ombudsman services to the City of Lake Elsinoreserving as a go-
between and on-going communicator between the City and a developer/development
project.
14.Provide Economic Development Training to City of Lake Elsinore staff, business leaders,
appointed and elected officials.
15.DMG Economicsshall serve asa project coordinator, ombudsperson and liaison with
funding sources at the County, State and Federal level as it pertains to helping achieve
economic development objectives in the City of Lake Elsinore.
16.Additional economic development and post-redevelopment related services as needed (and
mutually agreed upon).
The proposed agreement has a three (3) year term. City staff and DMGEconomicsconcur that
a long-term commitmentis needed to continue fostering a pipeline of projects. That said, the
proposed allows for a 30-day Notice of Termination that can be "triggered" by either party with
or without cause.
Fiscal Impact
The three-year proposed agreement is based on a monthly retainer of $11,000 per month for
Fiscal Year 2018/19 increasing by $500 per month in FY 2019/2020 and FY 2020/2021.
Development Management Group, Inc.
June 26, 2018
Page 4
Exhibit(s)
A.Agreement for Professional Servicesbetween Development Management Group, Inc. and
the City of Lake Elsinore (Economic Development Services)
B.Copy of Development Management Group, Inc. Firm Profile (as of June2018)
Page 1
AGREEMENTFORPROFESSIONALSERVICES
BEWEENDEVELOPMENTMANAGEMENTGROUP,INC.
ANDTHECITYOFLAKEELSINORE
ECONOMICDEVELOPMENTCONSULTINGSERVICES
ThisAgreementforProfessionalServices(the“Agreement”)ismadeandenteredintoas
ofJuly1,2018,byandbetweentheCityofLakeElsinore,amunicipalcorporation(‘‘City")and
DevelopmentManagementGroup,Inc...("Consultant").
RECITALS
A.TheCityhasdeterminedthatitrequiresprofessionalservicesfortheeconomic
developmentservicesasidentifiedinExhibitA.
B.ConsultanthassubmittedtoCityaproposalincorporateheretoasExhibitA
(“Consultant’sProposal”)andincorporatedherein,toprovideprofessionalservicestoCity
pursuanttothetermsofthisAgreement.
C.Consultantpossessestheskill,experience,ability,background,certificationand
knowledgetoperformtheservicesdescribedinthisAgreementonthetermsandconditions
describedherein.
D.CitydesirestoretainConsultanttoperformtheservicesasprovidedhereinand
ConsultantdesirestoprovidesuchprofessionalservicesassetforthinthisAgreement.
AGREEMENT
1.ScopeofServices.Consultantshallperformtheservicesdescribedin
Consultant’sProposal(ExhibitA).Consultantshallprovidesuchservicesatthetime,place,and
inthemannerspecifiedinConsultant’sProposal(ExhibitA),subjecttothedirectionoftheCity
throughitsstaffthatitmayprovidefromtimetotime.
2.TimeofPerformance.
a.TimeofEssence.Timeisoftheessenceintheperformanceofthis
Agreement.ThetimeforcompletionoftheprofessionalservicestobeperformedbyConsultant
isanessentialconditionofthisAgreement.Consultantshallprosecuteregularlyanddiligently
theprofessionalservicescontemplatedpursuanttothisAgreementaccordingtotheagreed
uponperformancescheduleinConsultant’sProposal(ExhibitA).
b.PerformanceSchedule.Consultantshallcommencetheservices
pursuanttothisAgreementuponreceiptofawrittennoticetoproceedandshallperformall
serviceswithinthetimeperiod(s)establishedintheConsultant’sProposal(ExhibitA).When
requestedbyConsultant,extensionstothetimeperiod(s)specifiedmaybeapprovedinwriting
bytheCityManager.
Page 2
c.Term.ThetermofthisAgreementshallcommenceuponexecutionof
thisAgreementandshallcontinueuntiltheservicesandrelatedworkarecompletedin
accordancewiththeConsultant’sProposal(ExhibitA).
3.Compensation.CompensationtobepaidtoConsultantshallbeinaccordance
withthefeessetforthinConsultants’Proposal(ExhibitA),whichisattachedheretoand
incorporatedhereinbyreference.NotwithstandinganyprovisionofConsultant’sProposalto
the contrary,outofpocketexpensessetforthinExhibitAshallbereimbursedatcostwithout
an inflatororadministrativecharge.PaymentbyCityunderthisAgreementshallnotbedeemed
a waiverofdefects,evenifsuchdefectswereknowntotheCityatthetimeofpayment.
4.MethodofPayment.ContractorshallpromptlysubmitbillingstotheCity
describingtheservicesandrelatedworkperformedduringtheprecedingmonthtotheextent
thatsuchservicesandrelatedworkwereperformed.Contractor’sbillsshallbesegregatedby
projecttask,ifapplicable,suchthattheCityreceivesaseparateaccountingforworkdoneon
eachindividualtaskforwhichContractorprovidesservices.Contractor’sbillsshallincludea
briefdescriptionoftheservicesperformed,thedatetheserviceswereperformed,thenumberof
hoursspentandbywhom,andadescriptionofanyreimbursableexpenditures.Cityshallpay
Contractornolaterthanforty-five(45)daysafterreceiptofthemonthlyinvoicebyCitystaff.
5.Reserved.
6.SuspensionorTermination.
a.TheCitymayatanytime,foranyreason,withorwithoutcause,suspend
orterminatethisAgreement,oranyportionhereof,byservingupontheConsultantatleastthirty
ten30(10)dayspriorwrittennotice.Uponreceiptof suchnotice,theConsultantshall immediately
ceaseallworkunderthisAgreement,unlessthenoticeprovidesotherwise.Ifthe Citysuspends
orterminatesaportionofthisAgreementsuchsuspensionorterminationshall notmakevoid
orinvalidatetheremainderofthisAgreement.
b.IntheeventthisAgreementisterminatedpursuanttothisSection,the
CityshallpaytoConsultanttheactualvalueoftheworkperformeduptothetimeoftermination,
providedthattheworkperformedisofvaluetotheCity.UponterminationoftheAgreement
pursuanttothisSection,theConsultantwillsubmitaninvoicetotheCity,pursuanttoSection
entitled“MethodofPayment”herein.
7.OwnershipofDocuments.Allplans,studies,documentsandotherwritings
preparedbyandforConsultant,itsofficers,employeesandagentsandsubcontractorsinthe
courseofimplementingthisAgreement,exceptworkingnotepadinternaldocuments,shall
becomethepropertyoftheCityuponpaymenttoConsultantforsuchwork,andtheCityshall
havethesolerighttousesuchmaterialsinitsdiscretionwithoutfurthercompensationto
Consultantortoanyotherparty.Consultantshall,atConsultant’sexpense,providesuch
reports,plans,studies,documentsandotherwritingstoCityuponwrittenrequest.City
acknowledgesthatanyuseofsuchmaterialsinamannerbeyondtheintendedpurposeasset
forthhereinshallbeatthesoleriskoftheCity.Cityfurtheragreestodefend,indemnifyand
holdharmlessConsultant,itsofficers,officials,agents,employeesandvolunteersfromany
claims,demands,actions,losses,damages,injuries,andliability,directorindirect(including
anyandallcostsandexpensesinconnectiontherein),arisingoutoftheCity’suseofsuch
Page 3
materialsinamannerbeyondtheintendedpurposeassetforthherein.ThisSectionshallnot
applytothosedocumentslistedunderCopyrightProtectioninExhibitA,asDevelopment
ManagementGroup,Inc.desirestoprotectcertainintellectualproperty(methodologyand
presentation).
a.Licensing of Intellectual Property.This Agreement creates a
nonexclusiveandperpetuallicenseforCitytocopy,use,modify,reuse,orsublicenseanyand
allcopyrights,designs,andotherintellectualpropertyembodiedinplans,specifications,studies,
drawings,estimates,andotherdocumentsorworksofauthorshipfixedinanytangiblemedium
ofexpression,includingbutnotlimitedto,physicaldrawingsordatamagneticallyorotherwise
recordedoncomputerdiskettes,whicharepreparedorcausedtobepreparedbyConsultant
underthisAgreement("Documents&Data").Consultantshallrequirethatallsubcontractors
agreeinwritingthatCityisgrantedanonexclusiveandperpetuallicenseforanyDocuments&
DatathesubcontractorpreparesunderthisAgreement.Consultantrepresentsandwarrants
thatConsultanthasthelegalrighttolicenseanyandallDocuments&Data.Consultantmakes
nosuchrepresentationandwarrantyinregardtoDocuments&Datawhichwerepreparedby
designprofessionalsotherthanConsultantorprovidedtoConsultantbytheCity.Cityshallnot
belimitedinanywayinitsuseoftheDocuments&Dataatanytime,providedthatanysuch
usenotwithinthepurposesintendedbythisAgreementshallbeatCity’ssolerisk.
b.Confidentiality.Allideas,memoranda,specifications,plans,procedures,
drawings,descriptions,computerprogramdata,inputrecorddata,writteninformation,andother
Documents&DataeithercreatedbyorprovidedtoConsultantinconnectionwiththe
performanceofthisAgreementshallbeheldconfidentialbyConsultant.Suchmaterialsshall
not, without the prior writtenconsentof City, be usedby Consultant for anypurposes other than
theperformanceoftheservicesunderthisAgreement.Norshallsuchmaterialsbedisclosedto
anypersonorentitynotconnectedwiththeperformanceoftheservicesunderthisAgreement.
NothingfurnishedtoConsultantwhichisotherwiseknowntoConsultantorisgenerallyknown,
orhasbecomeknown,totherelatedindustryshallbedeemedconfidential.Consultantshallnot
useCity’snameorinsignia,photographsrelatingtoprojectforwhichConsultant’sservicesare
rendered,oranypublicitypertainingtotheConsultant’sservicesunderthisAgreementinany
magazine,tradepaper,newspaper,televisionorradioproductionorothersimilarmedium
withoutthepriorwrittenconsentofCity.
8.Consultant’sBooksandRecords.
a.Consultant shallmaintainanyandallledgers,booksofaccount,invoices,
vouchers,canceledchecks,andotherrecordsordocumentsevidencingorrelatingtocharges
forservices,orexpendituresanddisbursementschargedtoCityforaminimumperiodofthree
(3)years,orforanylongerperiodrequiredbylaw,fromthedateoffinalpaymenttoConsultant
tothisAgreement.
b.Consultantshallmaintainalldocumentsandrecordswhichdemonstrate
performanceunderthisAgreementforaminimumperiodofthree(3)years,orforanylonger
periodrequiredbylaw,fromthedateofterminationorcompletionofthisAgreement.
c.Anyrecordsordocumentsrequiredtobemaintainedpursuanttothis
Agreementshallbemadeavailableforinspectionoraudit,atanytimeduringregularbusiness
hours,uponwrittenrequestbytheCityManager,CityAttorney,CityAuditororadesignated
representativeoftheseofficers.CopiesofsuchdocumentsshallbeprovidedtotheCityfor
inspectionatCityHallwhenitispracticaltodoso. Otherwise,unlessanalternativeismutually
Page 4
agreedupon,therecordsshallbeavailableatConsultant’saddressindicatedforreceiptof
noticesinthisAgreement.
d.WhereCityhasreasontobelievethatsuchrecordsordocumentsmaybe
lostordiscardedduetodissolution,disbandmentorterminationofConsultant’sbusiness,City
may,bywrittenrequestbyanyoftheabove-namedofficers,requirethatcustodyoftherecords
begiventotheCityandthattherecordsanddocumentsbemaintainedinCityHall.Accessto
suchrecordsanddocumentsshallbegrantedtoanypartyauthorizedbyConsultant,
Consultant’srepresentatives,orConsultant’ssuccessor-in-interest.
9.IndependentContractor.ItisunderstoodthatConsultant,intheperformanceof
theworkandservicesagreedtobeperformed,shallactasandbeanindependentcontractor
andshallnotactasanagentoremployeeoftheCity.
10.PERSEligibilityIndemnification.IntheeventthatConsultantoranyemployee,
agent,orsubcontractorofConsultantprovidingservicesunderthisAgreementclaimsoris
determinedbyacourtofcompetentjurisdictionortheCaliforniaPublicEmployeesRetirement
System(PERS)tobeeligibleforenrollmentinPERSasanemployeeoftheCity,Consultant
shallindemnify,defend,andholdharmlessCityforthepaymentofanyemployeeand/or
employercontributionsforPERSbenefitsonbehalfofConsultantoritsemployees,agents,or
subcontractors,aswellasforthepaymentofanypenaltiesandinterestonsuchcontributions,
whichwouldotherwisebetheresponsibilityofCity.
Notwithstandinganyotherfederal,stateandlocallaws,codes,ordinancesand
regulationstothecontrary,Consultantandanyofitsemployees,agents,andsubcontractors
providingserviceunderthisAgreementshallnotqualifyfororbecomeentitledto,andhereby
agreetowaiveanyclaimsto,anycompensation,benefit,oranyincidentofemploymentbyCity,
includingbutnot limitedto eligibilitytoenrollinPERS asan employeeof Cityand entitlementto
anycontributiontobepaidbyCityforemployercontributionand/oremployeecontributionsfor
PERSbenefits.
11.InterestsofConsultant.Consultant(includingprincipals,associatesand
professional employees) covenants andrepresentsthatit doesnot now have any investmentor
interestinrealpropertyandshallnotacquireanyinterest,directorindirect,intheareacovered
bythisAgreementoranyothersourceofincome,interestinrealpropertyorinvestmentwhich
wouldbeaffectedinanymannerordegreebytheperformanceofConsultant’sservices
hereunder.Consultantfurthercovenantsandrepresentsthatintheperformanceofitsduties
hereundernopersonhavinganysuchinterestshallperformanyservicesunderthisAgreement.
ConsultantisnotadesignatedemployeewithinthemeaningofthePoliticalReformAct
becauseConsultant:
a.willconductresearchandarriveatconclusionswithrespecttohis/her
renditionofinformation,advice,recommendationorcounselindependentofthecontroland
directionoftheCityorofanyCityofficial,otherthannormalagreementmonitoring;and
b.possessesnoauthoritywithrespecttoanyCitydecisionbeyondrendition
ofinformation,advice,recommendationorcounsel.(FPPCReg.18700(a)(2).)
12.ProfessionalAbilityofConsultant.Cityhasreliedupontheprofessionaltraining
andabilityofConsultanttoperformtheserviceshereunderasamaterialinducementtoenter
Page 5
intothisAgreement.Consultantshallthereforeprovideproperlyskilledprofessionaland technical
personneltoperformallservicesunderthisAgreement.Allworkperformedby Consultant
underthisAgreement shallbein accordancewithapplicable legalrequirementsand shallmeet
thestandardofqualityordinarilytobeexpectedofcompetentprofessionalsin Consultant’s
fieldofexpertise.
13.CompliancewithLaws.Consultantshallusethestandardofcareinits profession
tocomplywithallapplicablefederal,stateandlocallaws,codes,ordinancesand regulations.
14.Licenses.ConsultantrepresentsandwarrantstoCitythatithasthelicenses,
permits,qualifications,insuranceandapprovalsofwhatsoevernaturewhicharelegallyrequired
ofConsultanttopracticeitsprofession.ConsultantrepresentsandwarrantstoCitythat
Consultantshall,atitssolecostandexpense,keepineffectorobtainatalltimesduringthe
termofthisAgreement,anylicenses,permits,insuranceandapprovalswhicharelegally
requiredofConsultanttopracticeitsprofession.ConsultantshallmaintainaCityofLake
Elsinorebusinesslicense.
15.Indemnity.Consultantshallindemnify,defend,andholdharmlesstheCityand
itsofficials,officers,employees,agents,andvolunteersfromandagainstanyandalllosses,
liability,claims,suits,actions,damages,andcausesofactionarisingoutofanypersonalinjury,
bodilyinjury,lossoflife,ordamagetoproperty,oranyviolationofanyfederal,state,or
municipallaworordinance,totheextentcaused,inwholeorinpart,bythewillfulmisconductor
negligentactsoromissionsofConsultantoritsemployees,subcontractors,oragents,byacts
forwhichtheycouldbeheldstrictlyliable,orbythequalityorcharacteroftheirwork.The
foregoingobligationofConsultantshallnotapplywhen(1)theinjury,lossoflife,damageto
property,orviolationoflawarisesfromthesolenegligenceorwillfulmisconductoftheCityorits
officers,employees,agents,orvolunteersand(2)theactionsofConsultantoritsemployees,
subcontractor,oragentshavecontributedinnoparttotheinjury,lossoflife,damageto
property,orviolationoflaw.ItisunderstoodthatthedutyofConsultanttoindemnifyandhold
harmlessincludesthedutytodefendassetforthinSection2778oftheCaliforniaCivilCode.
AcceptancebyCityofinsurancecertificatesandendorsementsrequiredunderthisAgreement
doesnotrelieveConsultantfromliabilityunderthisindemnificationandholdharmlessclause.
This indemnificationandhold harmlessclauseshall applytoanydamages orclaims for damages
whetherornotsuchinsurancepoliciesshallhavebeendeterminedtoapply.By executionof
thisAgreement,Consultantacknowledgesandagreestotheprovisionsofthis Sectionand
thatitisamaterialelementofconsideration.
16.InsuranceRequirements.
a.Insurance.Consultant,atConsultant’sowncostandexpense,shall
procureandmaintain,forthedurationofthecontract,unlessmodifiedbytheCity’sRisk
Manager,thefollowinginsurancepolicies.
i.Workers’CompensationCoverage.Consultantshallmaintain
Workers’CompensationInsuranceandEmployer’sLiabilityInsuranceforhis/her
employeesinaccordancewiththelawsoftheStateofCalifornia.Inaddition,Consultant
shall requireeachsubcontractor to similarlymaintain Workers’ CompensationInsurance
andEmployer’sLiabilityInsuranceinaccordancewiththelawsoftheStateofCalifornia
forallof the subcontractor’semployees.Anynoticeof cancellationor non-renewalofall
Workers’CompensationpoliciesmustbereceivedbytheCityatleastthirty(30)days
Page 6
priortosuchchange.Theinsurershallagreetowaiveallrightsofsubrogationagainst
City,itsofficers,agents,employeesandvolunteersforlossesarisingfromwork
performedbyConsultantforCity.IntheeventthatConsultantisexemptfromWorker’s
CompensationInsuranceandEmployer’sLiabilityInsuranceforhis/heremployeesin
accordancewiththelawsoftheStateofCalifornia,ConsultantshallsubmittotheCitya
CertificateofExemptionfromWorkersCompensationInsuranceinaformapprovedby
theCityAttorney.
ii.GeneralLiability Coverage.Consultantshall maintaincommercial
generalliabilityinsuranceinanamountnotlessthanonemilliondollars($1,000,000)per
occurrenceforbodilyinjury,personalinjuryandpropertydamage.Ifacommercial
generalliabilityinsuranceformorotherformwithageneralaggregatelimitisused,
eitherthegeneralaggregatelimitshallapplyseparatelytotheworktobeperformed
underthisAgreementorthegeneralaggregatelimitshallbeatleasttwicetherequired
occurrencelimit.Requiredcommercialgeneralliabilitycoverageshallbeatleastas
broadasInsuranceServicesOfficeCommercialGeneralLiabilityoccurrenceformCG
0001(ed.11/88)orInsuranceServicesOfficeformnumberGL0002(ed.1/73)covering
comprehensiveGeneralLiabilityandInsuranceServicesOfficeformnumberGL0404
coveringBroadFormComprehensiveGeneralLiability.Noendorsementmaybe attached
limitingthecoverage.
iii.Automobile Liability Coverage.Consultant shall maintain
automobileliabilityinsurance coveringbodilyinjuryandpropertydamageforallactivities
oftheConsultantarisingoutoforinconnection withtheworktobeperformedunderthis
Agreement,includingcoverageforowned,hiredandnon-ownedvehicles,inanamount
ofnotlessthanonemilliondollars($1,000,000)combinedsinglelimitforeach
occurrence.AutomobileliabilitycoveragemustbeatleastasbroadasInsurance
ServicesOfficeAutomobileLiabilityformCA0001(ed.12/90)Code1(“anyauto”).No
endorsementmaybeattachedlimitingthecoverage.
iv.Professional Liability Coverage.Consultant shall maintain
professionalerrorsandomissionsliabilityinsuranceappropriateforConsultant’s
professionforprotectionagainstclaimsallegingnegligentacts,errorsoromissions
whichmayarisefromConsultant’sservicesunderthisAgreement,whethersuch services
areprovidedbytheConsultantorbyitsemployees,subcontractors,orsub consultants.
Theamountofthisinsuranceshallnotbelessthanonemilliondollars ($1,000,000)
onaclaims-madeannualaggregatebasis,oracombinedsinglelimitper occurrence
basis.
b.Endorsements.Eachgeneralliabilityandautomobileliabilityinsurance
policyshallbewithinsurerspossessingaBest’sratingofnolessthanA:VIIandshallbe
endorsedwiththefollowingspecificlanguage:
i.TheCity,itselectedorappointedofficers,officials,employees,
agentsandvolunteersaretobecoveredasadditionalinsuredwithrespecttoliability
arisingoutofworkperformedbyoronbehalfoftheConsultant,includingmaterials,
partsorequipmentfurnishedinconnectionwithsuchworkoroperations.
ii.Thispolicyshallbeconsideredprimaryinsuranceasrespectsthe
City,itselectedor appointedofficers,officials,employees,agentsandvolunteers.
Page 7
AnyinsurancemaintainedbytheCity,includinganyself-insuredretentiontheCitymay
have,shallbeconsideredexcessinsuranceonlyandshallnotcontributewithit.
iii.Thisinsuranceshallactforeachinsuredandadditionalinsuredas
thoughaseparatepolicyhadbeenwrittenforeach,exceptwithrespecttothelimitsof
liabilityoftheinsuringcompany.
iv.TheinsurerwaivesallrightsofsubrogationagainsttheCity,its
electedorappointedofficers,officials,employeesoragents.
v.Anyfailuretocomplywithreportingprovisionsofthepoliciesshall
notaffectcoverageprovidedtotheCity,itselectedorappointedofficers,officials,
employees,agentsorvolunteers.
vi.TheinsuranceprovidedbythisPolicyshallnotbesuspended,
voided,canceled,orreducedincoverageorinlimitsexceptafterthirty(30)dayswritten
noticehasbeenreceivedbytheCity.
c.Deductiblesand Self-InsuredRetentions.Anydeductiblesorself-insured
retentionsmustbedeclaredtoandapprovedbytheCity.AttheCity’soption,Consultantshall
demonstratefinancialcapabilityforpaymentofsuchdeductiblesorself-insuredretentions.
d.CertificatesofInsurance.Consultantshallprovidecertificatesof
insurancewithoriginalendorsementstoCityasevidenceoftheinsurancecoveragerequired
herein.CertificatesofsuchinsuranceshallbefiledwiththeCityonorbeforecommencementof
performanceofthisAgreement.Currentcertificationofinsuranceshallbekeptonfilewiththe
CityatalltimesduringthetermofthisAgreement.
17.Notices.Anynoticerequiredtobegivenunder thisAgreementshallbeinwriting
andeither servedpersonallyorsentprepaid,firstclassmail.Anysuchnoticeshall be addressed
totheotherpartyattheaddresssetforthbelow.Noticeshallbedeemed communicatedwithin
48hoursfromthetimeofmailingifmailedasprovidedinthissection.
IftoCity:CityofLakeElsinore
Attn:CityManager
130SouthMainStreet
LakeElsinore,CA92530
Withacopyto:CityofLakeElsinore
Attn:CityClerk
130SouthMainStreet
LakeElsinore,CA92530
Page 8
IftoConsultant:MichaelBracken,ManagingPartner
DevelopmentManagementGroup,Inc.
TheEconomicArchitects
41-625EclecticSt.,SuiteD-2
PalmDesert,CA92260(760)
346-8820(office)
(760)346-8887(fax)
18.EntireAgreement.ThisAgreementconstitutesthecompleteandexclusive
statementofAgreementbetweentheCityandConsultant.Allpriorwrittenandoral
communications,includingcorrespondence,drafts,memoranda,andrepresentations,are
supersededintotalbythisAgreement.
19.Amendments.ThisAgreementmaybemodifiedoramendedonlybyawritten
documentexecutedbybothConsultantandCityandapprovedastoformbytheCityAttorney.
20.AssignmentandSubcontracting.Thepartiesrecognizethatasubstantial
inducementtoCityforenteringintothisAgreementistheprofessionalreputation,experience
andcompetenceofConsultantandthesubcontractorslistedinExhibitB.Consultantshallbe
fullyresponsibletoCityforallactsoromissionsofanysubcontractors.Assignmentsofanyor
allrights,dutiesorobligationsoftheConsultantunderthisAgreementwillbepermittedonlywith
theexpressconsentoftheCity.Consultantshallnotsubcontractanyportionoftheworktobe
performedunderthisAgreementexceptasprovidedinExhibitBwithoutthewritten
authorizationoftheCity.IfCityconsentstosuchsubcontract,Consultant shallbefully responsible
toCityforallactsoromissionsofthosesubcontractors.NothinginthisAgreement shallcreate
anycontractualrelationshipbetweenCityandanysubcontractornorshallitcreate anyobligation
onthepartoftheCitytopayortoseetothepaymentofanymoniesduetoany such
subcontractorotherthanasotherwiseisrequiredbylaw.
21.Waiver. WaiverofabreachordefaultunderthisAgreementshallnotconstitute
acontinuingwaiverofasubsequentbreachofthesameoranyotherprovisionunderthis
Agreement.
22.Severability.IfanytermorportionofthisAgreementisheldtobeinvalid,illegal,
orotherwise unenforceablebyacourtofcompetentjurisdiction,theremainingprovisionsofthis
Agreementshallcontinueinfullforceandeffect.
23.ControllingLawVenue.ThisAgreementandallmattersrelatingtoitshallbe
governedbythelawsoftheStateofCaliforniaandanyactionbroughtrelatingtothis Agreement
shallbeheldexclusivelyinastatecourtintheCountyofRiverside.
24.LitigationExpenses and Attorneys’ Fees.Ifeitherparty to thisAgreement
commencesanylegalactionagainsttheotherpartyarisingoutofthisAgreement,theprevailing
partyshallbeentitledtorecoveritsreasonablelitigationexpenses,includingcourtcosts,expert
witnessfees,discoveryexpenses,andattorneys’fees.
25.Mediation.Thepartiesagreetomakeagoodfaithattempttoresolveany
disputesarisingoutofthisAgreementthroughmediationpriortocommencinglitigation.The
partiesshallmutuallyagreeuponthemediatorandsharethecostsofmediationequally.Ifthe
partiesareunabletoagreeuponamediator,thedisputeshallbesubmittedtoJAMSorits
Page 9
successorininterest.JAMSshallprovidethepartieswiththenamesoffivequalifiedmediators.
EachpartyshallhavetheoptiontostriketwoofthefivemediatorsselectedbyJAMSand
thereafterthemediatorremainingshallhearthedispute.Ifthedisputeremainsunresolvedafter
mediation,eitherpartymaycommencelitigation.
26.Execution.ThisAgreementmaybeexecutedinseveralcounterparts,eachof
whichshallconstituteoneandthesameinstrumentandshallbecomebindingupontheparties
whenatleastonecopyhereofshallhavebeensignedbybothpartieshereto.Inapprovingthis
Agreement,itshallnotbenecessarytoproduceoraccountformorethanonesuchcounterpart.
27.AuthoritytoEnterAgreement.Consultanthasallrequisitepowerandauthorityto
conductitsbusinessandtoexecute,deliver,andperformtheAgreement.Eachpartywarrants
thattheindividualswhohavesignedthisAgreementhavethelegalpower,right,andauthorityto
makethisAgreementandtobindeachrespectiveparty.TheCityManagerisauthorizedto
enterintoanamendmentorotherwisetakeactiononbehalfoftheCitytomakethefollowing
modificationstotheAgreement:(a)anamechange;(b)grantextensionsoftime;(c)non-
monetarychangesinthescopeofservices;and/or(d)suspendorterminatetheAgreement.
28.ProhibitedInterests.Consultantmaintainsandwarrantsthatithasnotemployed
norretainedanycompanyorperson,otherthanabonafideemployeeworkingsolelyfor
Consultant,tosolicitorsecurethisAgreement.Further,Consultantwarrantsthatithasnotpaid
norhasitagreedtopayanycompanyorperson,otherthanabonafideemployeeworking
solelyforConsultant,anyfee,commission,percentage,brokeragefee,giftorother
considerationcontingentuponorresultingfromtheawardormakingofthisAgreement.For
breachorviolationofthiswarranty,CityshallhavetherighttorescindthisAgreementwithout
liability.ForthetermofthisAgreement,nomember,officeroremployeeofCity,duringtheterm
ofhisorherservicewithCity,shallhaveanydirectinterestinthisAgreement,orobtainany
presentoranticipatedmaterialbenefitarisingtherefrom.
29.EqualOpportunityEmployment.Consultantrepresentsthatitisanequal
opportunityemployeranditshallnotdiscriminateagainstanysubcontractor,employeeor
applicantforemploymentbecauseofrace,religion,color,nationalorigin,handicap,ancestry,
sexorage.Suchnon-discriminationshallinclude,butnotbelimitedto,allactivitiesrelatedto
initialemployment,upgrading,demotion,transfer,recruitmentorrecruitmentadvertising,layoff
ortermination.
30.PrevailingWages.ConsultantisawareoftherequirementsofCaliforniaLabor
CodeSection1720,etseq.,and1770,etseq.,aswellasCaliforniaCodeofRegulations,Title
8,Section16000,etseq.,("PrevailingWageLaws"),whichrequirethepaymentofprevailing
wageratesandtheperformanceofotherrequirementson"publicworks"and"maintenance"
projects.Consultantagreestofullycomplywithallapplicablefederalandstatelaborlaws
(including,withoutlimitation,ifapplicable,thePrevailingWageLaws).Itisagreedbytheparties
that,inconnectionwiththeWorkorServicesprovidedpursuanttothisAgreement,Consultant
shallbearallrisksofpaymentornon-paymentofprevailingwagesunderCalifornialaw,and
Consultantherebyagreestodefend,indemnify,andholdtheCity,anditsofficials,officers,
employees,agents,andvolunteers,freeandharmlessfromanyclaimorliabilityarisingoutof
anyfailureorallegedfailuretocomplywiththePrevailingWageLaws.Theforegoingindemnity
shallsurviveterminationofthisAgreement.
31.Execution.ThisAgreementmaybeexecutedinseveralcounterparts,eachof
whichshallconstituteoneandthesameinstrumentandshallbecomebindingupontheparties
Page 10
whenatleastonecopyhereofshallhavebeensignedbybothpartieshereto.Inapprovingthis
Agreement,itshallnotbenecessarytoproduceoraccountformorethanonesuchcounterpart.
Page 11
INWITNESSWHEREOF,thepartieshavecausedthisAgreementtobeexecutedon
thedatefirstwrittenabove.
“CITY”
CITYOFLAKEELSINORE,amunicipal
corporation
“CONSULTANT”
DevelopmentManagementGroup,Inc.
GrantYates,CityManager
ATTEST:
MichaelBracken,ManagingPartner
CityClerk
APPROVEDASTOFORM:
CityAttorney
Attachments: ExhibitA–Consultant’sProposal
Page 12
EXHIBITA
CONSULTANT’SPROPOSAL
Compensation
DMG, Inc. will provide a professional services timesheet and would reserve the right to bill for
less than the retainer amount should the number of hours worked in a given month not justify
the full retainer amount. The retainer amount shall be
FY 2018-19: $11,000 per month.
FY 2019-20: $11,500 per month.
FY 2020-21: $12,000 per month
Costs within Retainer
All professional services as described above shall be include in our retainer as will travel to
ICSC Las Vegas, ICSC Western Region (San Diego or Los Angeles) and ACRE. Travel to
and from the City of Lake Elsinore, when desired, is also included. DMG, Inc. shall request
travel reimbursement (to be approved in writing prior to incurring expenses) to other
events/venues not shown above.
DMG, Inc. shall be responsible for ancillary costs associated with certain office supply type
materials in preparation for various projects (not inclusive of commercial-type designs or
commercial scale/quality printing).
DMG, Inc. shall have the ability to request reimbursement for extraordinary or unusual
expenses. Such requests shall be made in advance of the expense and shall be within the
established policy, protocol or guidelines of the City of Lake Elsinore.
All payments to Consultant shall be paid by the City of Lake Elsinore within thirty (30) days of
submittal of an invoice and a signed United States Internal Revenue Service W-9.
Certainty of Fee Arrangement and Contract Limit
DMG, Inc. shall commit to the proposed fee arrangement being in place until June 30, 2021
(end of the 2020-21 Fiscal Year) to provide the City of Lake Elsinore a stable professional
services rate.
Term of Agreement:
Development Management Group, Inc. is requesting the City of Lake Elsinore consider a three
(3) year agreement. As you are aware economic development is an ongoing process which
takes a level of planning, marketing, sales, follow-up and follow-through. Economic investment
seeks certainty within the community including elected officials, appointed officials (namely the
Planning Commission), community leadership and staff. A three-year commitment allows us
to market a level of contract stability. Even under this type of arrangement both the City of
Lake Elsinore and Development Management Group, Inc. shall maintain the ability to terminate
with or without cause a professional arrangement with thirty (30) days notice.
Background and Scope
Page 13
By way of background, DMG, Inc. first began serving the City of Lake Elsinore on an “On-Call”
basis in April 2014. In July 2015 DMG, Inc. began a “Full Service” contract with your
community under a three (3) year agreement. During this time, we have been active in the
following projects/initiatives:
1.Served as a project ombudsman on the proposed Wal-Mart project. The project is now
fully entitled. The project plans have been submitted for approval and the 3rd Street
Flood Control project is at bid. Construction is slated to begin in the 3rd quarter of 2018
with Walmart opening in September 2019.
2.Represented the City at ICSC-Las Vegas and Western Regional ICSC (San Diego and
Los Angeles). We have both hosted various brokers, developers and retailers and
participated in 20+ meetings at each event. This has led to several developer and
retailer relationships that have manifested themselves in new businesses in the City of
Lake Elsinore (or under construction). These include: Peninsula Retail Partners
Central Plaza, Marshall’s, ULTA, Skechers, Panera, Starbucks, Pieology, Aldi, Chick-
Fil-A.
3.Participated as an economist in the evaluation of Alberhill Villages Specific Plan. Our
work helped the City successfully negotiate a development that is (at least) revenue
neutral versus the original proposal that would haveput significant financial strain on
the City.
4.Generated a Long-Term Economic Development Strategic Plan that addresses retail,
office, industrial and residential.
5.Completed Retail and Hotel Market Analysis that has been used by various developers
and retailers (along with hoteliers) to make investment decisions (some of the users
have included Diamond Indoor Sports, Civic Partners, Lake Elsinore Outlets, La Quinta
Inn & Suites)
6.Created Annual Market Demographics and Retail Market Opportunity that is used by
retailers, brokers and developers (distributed via email, hardcopy and at special
events).
7.Working with City Attorney and Administration, formed new JPA and negotiated
agreements with SMER Research 1, LLC for the City of Lake Elsinore to take
advantage of fixed pricing for electricity purchases (20-year agreement). Project is
currently under construction.
8.Leading negotiations with six (6) landowners and developers in the La Strada area to
reach agreement for a Road and Bridge Benefit District (RBBD) and related
Development Agreements (in process).
9.Leading negotiations with industrial developer to bring new manufacturing operation to
Lake Elsinore on former RDA property (in process).
The balance of this document is designed to review what professional services we propose to
provide under a long-term arrangement between the City of Lake Elsinore and Development
Management Group, Inc.
Page 14
Professional Responsibilities of DMG, Inc.
1.DMG, Inc. shall have professional and functional responsibility for the implementation of
the Economic Development Strategic Plan during the period of the contract proposed.
2.During the time that the Plan is being generated, DMG, Inc. shall continue to serve as a
project ombudsman for Wal-Mart, Proposed New Car Dealership, Central Plaza and others
as they are submitted to the City.
3.DMG, Inc. shall continue to follow-up regarding development and retail leads (generated
at ICSC, Retail Live, ACRE and organically within the City/community).
4.DMG, Inc. shall coordinate with the Lake Elsinore Chamber of Commerce to provide
appropriate professional support to assist them with franchise recruitment. Said support
may include general and specialized market studies, providing contacts and assisting with
an understanding of project financing.
5.Demographic research for the City of Lake Elsinore and the surrounding market area.
6.Retail market opportunity analysis for the City of Lake Elsinore and the surrounding market
area.
7.Produce an ongoing electronic marketing campaign (specific to retailers, developers and
industrial/office users)
8.Customized research for companies that the City of Lake Elsinore is targeting for location,
expansion and/or relocation.
9.DMG, Inc. presentations to business prospects (retail, commercial and industrial) in
support of efforts to attract additional investment into the community.
10.Economic, employment and/or fiscal impact analysis of proposed development projects to
properly provide information to the residents, businesses, council members and staff within
the City of Lake Elsinore.
11.Preparation for and represent of City of Lake Elsinore at industry trade-shows including the
International Council of Shopping Centers (ICSC) Las Vegas International and Western
Regional Conference(s).
12.Generate customized market research for a variety of industries (in addition to retail, which
is specified above).
13.Project management and ombudsman services to the City of Lake Elsinore serving as a
go-between and on-going communicator between the City and a developer/development
project.
14.Provide Economic Development Training to City of Lake Elsinore staff, business leaders,
appointed and elected officials.
Page 15
15.DMG, Inc. shall serve as a project coordinator, ombudsperson and liaison with funding
sources at the County, State and Federal level as it pertains to helping achieve economic
development objectives in the City of Lake Elsinore.
16.Additional economic development and post-redevelopment relatedservices as needed
(and mutually agreed upon).
Economic Impact Reports
From time to time, the City will desire an Economic Impact Report (brief) that contemplates the
anticipated tax revenue along with employment and wages from a potential project. These
reports (as have been done in the past on such projects as Diamond Indoor Sports,
WakeRider, La Quinta Inn & Suites, Vantage Auctions, Walmart and Central Plaza are included
in our retainer services.
Fiscal Impact Reports
From time to time, the Citymay desire a full Fiscal Impact Report. These reports generally
contemplate the impact to the City of Lake Elsinore from large scale endeavors such as
residential development, specific plans, annexations and new major industries (such as
cannabis). These are complex in nature and are specialized. These reports are not included
within our retainer but are available upon request. In all cases whereby the City requests such
services, a proposal will be generated for consideration.
Copyright Reservation
DMG, Inc. has proprietary claims on three professional service products. These include a)
Fiscal Impact Analysis, b) Economic/Job Impact Analysis c) EB-5 Economic & Job Creation
Analysis. While DMG, Inc. may be asked to provide these services to the City of Lake Elsinore,
it shall be understood that DMG, Inc. shall reserve the right to copyright work completed.
Further, the City of Lake Elsinore shall be granted unlimited use of said reports in their final
form. Note that the copyright provision is to protect the intellectual property (form, style,
function) of DMG, Inc.'s work rather than to limit the dissemination of the work.
Note: EB-5 Analysis may be generated for projects within the City of Lake Elsinore, but the
contracting entity would be an EB-5 investor, and/or a regional center and a separate contract
would be executed with them for said services. If DMG, Inc. is asked to perform such services,
the City of Lake Elsinore shall be notified in writing and can either authorize or reject said work
prior to execution of a contract.
Insurance
Development Management Group, Inc. shall have a Certificate of Liability Insurance (ACORD)
with the City of Lake Elsinore named as additional insured prior to commencement of any work
under this Agreement. DMG, Inc. respectfully requests that the City of Lake Elsinore accept
the following insurance limits as satisfactory based on the professional services being
provided.
Professional Error & Omission
Issued by: Continental Casualty Insurance Company / Policy Number: 425311802: $1,000,000
Page 16
Commercial General Liability
Issued by: Sentinel Insurance Company, Limited 72 SBA IB8260
Commercial General Liability: $2,000,000
Personal and Advertising Injury: $2,000,000
Medical Expense (any one person): $10,000
Damages to Premises Rented to DMG, Inc.: $1,000,000
Aggregate Limits Products-Completed Operations: $4,000,000
General Aggregate: $4,000,000
Umbrella Liability: $1,000,000 (each occurrence & aggregate) ($10,000 retention)
Automotive and Automobile Liability
Issued by: Farmers Insurance Exchange / Policy number 606290333
Combined Single Limit (each accident): $1,000,000
Hold Harmless
Development Management Group, Inc. shall hold the City of Lake Elsinore harmless regarding
any claims resulting from personal injury or automobile accidents.
Termination
If the Consultant does not perform the work in this Agreement or becomes unable to perform
such work, the City of Lake Elsinore shall have the right to terminate this Agreement with thirty
(30) days written notice. At such time, Consultant shall have theright to submit an invoice for
work performed to date along with the actual work performed to the City of Lake Elsinore. The
City of Lake Elsinore shall have thirty (30) days for which to make payment to Consultant for
all work performed prior to termination. DMG, Inc. shall also reserve the right to terminate the
provision of professional services to the City of Lake Elsinore with a thirty (30) day notice.
In such case as either the City of Lake Elsinore or DMG, Inc. terminates services under this
Agreement (or at the end of the contract), DMG, Inc. shall be responsible for providing a final
"Project Status Report" and an electronic version of all files pertaining to economic
development work in the City of Lake Elsinore
Disclosed Ownership/Directorship in Publicly Traded Company
Michael Bracken as the Managing Partner of Development Management Group, Inc. is
individually involved as a Founder and Director of Community Valley Bank based in El Centro,
CA. His ownership (inclusive of shares held (directly, and in trust) as well as options does not
exceed 5% of the total outstanding ownership of the bank. The company trades under Stock
Symbol CMUV. Under an abundance of caution, Michael Bracken shall not vote on any loans
that may be considered by thebank in the City of Lake Elsinore. It is disclosed that as a
Director, Mr. Bracken does receive compensation but said compensation is NOT based on
referrals nor a percentage of any customer or loan transaction.
Exclusivity
Under this proposed retaineragreement, DMG, Inc. would agree to NOT represent any other
community within the market area of Lake Elsinore. This shall include Corona, Wildomar,
Temecula, Murrieta and Menifee nor any project in that general area within the County of
Page 17
Riverside.
Conflict Procedures & Disclosures
DMG, Inc. is a highly experienced economic development consulting firm and does have both
active and inactive clients throughout Southern California. Within the Inland Empire
specifically, we have active contracts with Manheim Investments (their nearest facilities are in
Riverside and Fontana) and Elmore Sports Management (the operators of the Inland Empire
66’ers California League Professional Baseball Franchise) and the City of Colton.
If there is a potential conflict whereby a community DMG, Inc. is working on behalf of and a
specific business client (that is negotiating or comparing multiple communities represented by
DMG, Inc.), DMG, Inc. shall offer to represent the first community that identified that particular
client to DMG, Inc.
DevelopmentManagementGroup,Inc.
economicdevelopment fiscal&economicimpactanalysis development management
______________________________________________________________________________
41-625EclecticStreet,SuiteD-2 PalmDesert,CA92260
Office:(760)346-8820 Mobile:(760)272-9136 Fax:(760)346-8887
michael@dmgeconomics.com www.dmgeconomics.com
OverviewofBusinessActivities
DevelopmentManagementGroup,Incorporated(DMG,Inc)specializesinservicesrelatedtoeconomicanalysis,
forecasting,siteselection,developmentmanagement,market/developmentfeasibility,EB-5Visaemploymentanalysis,
financingandeconomicdevelopmentactivities.
FoundationofExperienceandResults
Thecompanyfounder,MichaelBrackenbringsover25yearsoflocal,regionalandstategovernmentexperienceinthe
fieldsofeconomicdevelopment,redevelopment,housingandsalesandusetaxadministration.BrackenholdsaBachelor’s
DegreeinBusinessAdministrationandaMaster’sDegreeinPublicAdministrationfromTheCaliforniaStateUniversity
SanBernardino(CSUSB).Heco-designedCSUSB’sMaster’slevelcoursetitled ManagementofLocalEconomic
Development,whichtrainseconomicdevelopmentprofessionalsinbusinessrecruitmentandeffectiveuseoffinancialand
taxincentives.Brackenhascompletedover250economic,jobandfiscalimpactanalysis.Heiswidelyquotedinmedia
throughoutSouthernCaliforniaandadvisesvariouslocal,stateandfederalelectedofficialsonmatterspertainingtothe
economyandhastestifiedbeforestateandfederallegislativebodiesaswellasservingasanexpertwitnessinbothstate
andfederalcourts.
Brackenisaco-founderandservesontheBoardofDirectorsofCommunityValleyBank,apublicallytradedfinancial
institutionheadquarteredinSouthernCalifornia.Additionally,BrackencurrentlyservesasamemberoftheCalifornia
StateUniversitySanBernardino(CSUSB)-BoardofGovernors,DesertSandsUnifiedSchoolDistrictFacilities
DevelopmentBoardandBrackenisaformermemberoftheRiversideCountyWorkforceDevelopmentBoard.Finally,
BrackenisaformerNCAAdistancerunnerandaTAC/USATFAll-AmericaninCrossCountry.AsaMaster'sLevelathlete,
heholdsbothnationalandworldrankingsandcompetesasamemberandCo-CaptainoftheJamulToads.
ProfessionalRecognition
*Two-TimeAwardofExcellenceWinner:CaliforniaAssociationforLocalEconomicDevelopment(CALED)
*Eight-TimeAwardofMeritWinner:CaliforniaAssociationforLocalEconomicDevelopment(CALED)
*Gannet/DesertSun:Top75LeadersinHistoryoftheCoachellaValley(2002)
*InlandEmpireBusinessJournal:Top40Under40BusinessLeaders(1999)
*CaliforniaStateUniversityAlumnioftheYearbythePresidentofCSUSBandtheChancelloroftheCSU(2007)
ListofMarketAnalysisProjects(DirectandCommissionedReports):
Big5SportingGoods
Chipotle
CityWokRestaurants
CostcoCorporation
FordMotorCompany
KiaMotors
Starbucks
ToyotaMotorCorporation(bothUSA&andMexico)
DevelopmentManagementGroup,Inc.
CorporateProfile
Page2of2
OurClientListforEconomic,Job&FiscalImpactAnalysis(IncludingEB-5):
AEGLive/Goldenvoice,LLC
Cilion,Inc.,(EthanolProductionFacility)
CityofImperial,California(Pre-Annexation)
CommunitiesforCaliforniaCardrooms
CountyofImperial(RenewableEnergyGeneration&Prison/DetentionFacilities)
DenleyDevelopment&Management(NewConstructionDevelopment-LosAngeles)
EdisonMissionEnergy,anEdisonInternationalCompany(SolarEnergyDevelopment)
ElmoreSportsGroup,Limited(Owner/OperatorBaseball,Soccer&HockeyFranchises)
ImperialValleyCollege(EconomicImpactofCollegeCampus)
KeystonePlanningArea(CountyofImperial/CityofImperial)
LibertyEnergy,ImperialCounty&KernCounty(BiomassEnergyProduction)
ManheimInvestments,Inc.-Riverside,FontanaandAnaheim,California(WholesaleAutoAuctions)
NaturalEconometrics,Incorporated
SanitationsDistrictofLosAngelesCountyMesquiteRegionalLandfill
TenaskaEnergy(SolarEnergyProduction)
WesleyOliphant(TuscanyHeights,LLC)(ExpertAnalysis-UnitedStatesBankruptcyCourt)
OurClientListforDevelopment/SiteSelectionProjectsInclude:
GuyEvans,Incorporated
TheA.C.HoustonLumberCompany
TandemWestGlass,Inc.
TheCaliforniaStateUniversity
FergusonPlumbing,Inc.(aWolseleyCompany)
Hathaway&SonsBuildingMaterials
SepulvedaBuildingMaterials,Inc.
10WestMotorsports,Inc.
CaliforniaPlastering,Inc.
TandemWestGroup,Inc.
ManheimAutoAuctions,Inc.
ChapmanEnterprises,Inc.
LibertyEnergyResources,Inc.
EnjoyDevelopment
OurClientListforPublicandPublic/PrivatePartnershipProjectsInclude:
CaliforniaStateUniversitySanBernardinoPalmDesertCampus:SchoolofCommunicationMarketAnalysis
CityofColtonCA:EconomicDevelopmentandFiscal/EconomicImpactConsultingServices
CityofDesertHotSprings,CA:EconomicDevelopmentStrategicPlan&Implementation
CityofImperial,CA:EconomicDevelopmentBusinessRecruitment&OmbudsmanServices
CityofLakeElsinore:EconomicDevelopmentBusinessRecruitment&OmbudsmanServices
CityofNeedles,CA:EconomicDevelopmentBusinessRecruitment&OmbudsmanServices
CountyofImperial,CA:ComprehensiveEconomicDevelopmentStrategicPlan
CountyofImperial,CA:Three-YearImplementationPlan
CountyofRiverside,CA:CountywideandSub-regionalEconomicDevelopmentStrategicPlans
ImperialValleyEconomicDevelopmentCorporation:
MarketingPlan&InternalCommunicationsPlan/LeadProtocol/InvestorRecruitmentProgram
Executive&ProfessionalEmployeePerformanceProgram
SanDiegoRegionalEconomicDevelopmentCorporation/NationalUniversity
SouthernCaliforniaAssociationofGovernments
EconomicGrowthStrategyPanelofExperts(SanBernardino,Riverside,Imperial&KernCounties)
EconomicForecastingProjects